Nonprofit · EIN 13-3766226
SMBC GLOBAL FOUNDATION INC
Tax-exempt · NEW YORK, NY 10172
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,720,904 | $2,844,719 | -$123,815 | $17,082,270 | $1,714,320 | $15,367,950 |
| December 31, 2023 | 990-PF | $1,188,785 | $1,319,868 | -$131,083 | $15,540,867 | $394,428 | $15,146,439 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,743,000
- Dividends
- $721,905
- Net gain from sales of assets
- $255,999
Expenses
- Grants and similar amounts paid
- $2,701,812
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,185,288
- Excise tax on investment income
- $12,939
Balance sheet and other
- Total assets, start of year
- $15,540,867
- Total assets, end of year
- $17,082,270
- Total liabilities, end of year
- $1,714,320
- Net assets, end of year
- $15,367,950
- Fair market value of assets
- $17,082,270
- Qualifying distributions
- $1,185,288
- Net investment income
- $977,904
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AABHA SHARMA C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.5 | $0 |
| CARL ADAMS C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| ERIC ECKHOLDT C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | PRESIDENT | 4 | $0 |
| HIRO OSHIMA C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | DIRECTOR/CHAIRPERSON | 0.5 | $0 |
| KATSUYUKI KUBO C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| KUO-CHANG KC LU C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | TREASURER | 0.25 | $0 |
| LEANNE MADER C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | SECRETARY | 0.5 | $0 |
| LISETTE LIEBERMAN C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| LYNN ZILKA C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.25 | $0 |
| PETER STURZINGER C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | OUTGOING-ASSISTANT SECRETARY | 0.25 | $0 |
| ROBIN MILBERG C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| STEPHANIE BOWKER C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| SUMIN SEO C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.25 | $0 |
| WILLIAM GOUGHERTY C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AABHA SHARMA C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.5 | $0 |
| LYNN ZILKA C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.25 | $0 |
| PETER STURZINGER C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.25 | $0 |
| WILLIAM GOUGHERTY C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | ASSISTANT SECRETARY | 0.25 | $0 |
| CARL ADAMS C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| KATSUYUKI KUBO C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| LISETTE LIEBERMAN C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| ROBIN MILBERG C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | DIRECTOR | 0.25 | $0 |
| STEPBANIE BOWKER C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | DIRECTOR | 0.5 | $0 |
| HIRO OSHIMA C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | DIRECTOR/CHAIRPERSON | 0.5 | $0 |
| DEBBIE FREER C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | OUTGOING DIRECTOR | 0.25 | $0 |
| NATSUHIRO SAMEJIMA C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | OUTGOING DIRECTOR/CHAIRPERSON | 0.25 | $0 |
| ERIC ECKHOLDT C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | PRESIDENT | 4 | $0 |
| LEANNE MADER C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE, NEW YORK, NY 10172 | SECRETARY | 0.5 | $0 |
| KUO-CHANG KC LU C/O SUMITOMO MITSUI BANKING CORP, 277 PARK AVENUE NEW YORK NY 10172, NEW YORK, NY 10172 | TREASURER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 277 PARK AVENUE 5TH FLOOR, NEW YORK, NY 10172-0601
- In care of
- % KEI UEDA
- Signed the 990-PF
- ERIC ECKHOLDT, PRESIDENT
- Phone
- (212) 224-4118
- Website
- WWW.SMBCGROUP.COM
- Return prepared by
- COHNREZNICK ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3766226
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $17,082,270
- Income (IRS master file)
- $4,195,280
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,720,904 | $2,844,719 | $17,082,270 | XML |
| 990-PF | December 2023 | $1,188,785 | $1,319,868 | $15,540,867 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3766226).
Questions about SMBC GLOBAL FOUNDATION INC
- What is the EIN of SMBC GLOBAL FOUNDATION INC?
- The employer identification number (EIN) of SMBC GLOBAL FOUNDATION INC is 13-3766226.
- Is SMBC GLOBAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to SMBC GLOBAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMBC GLOBAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMBC GLOBAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMBC GLOBAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SMBC GLOBAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does SMBC GLOBAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,720,904, expenses of $2,844,719 and total assets of $17,082,270 at year end.
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