Nonprofit · EIN 65-6312009
SBMT CHARITABLE TR
Also known as TRUNK JAMES T TTEE
Tax-exempt · PALM BCH GDNS, FL 33410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $393,776 | $194,379 | $199,397 | $3,020,559 | $0 | $3,020,559 |
| December 31, 2024 | 990-PF | $144,159 | $28,687 | $115,472 | $2,821,162 | $0 | $2,821,162 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,708
- Interest
- $51,038
- Net gain from sales of assets
- $303,001
- Other income
- $29
Expenses
- Grants and similar amounts paid
- $160,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $160,000
- Excise tax on investment income
- $5,248
Balance sheet and other
- Total assets, start of year
- $2,821,162
- Total assets, end of year
- $3,020,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,020,559
- Fair market value of assets
- $3,803,139
- Qualifying distributions
- $160,000
- Net investment income
- $393,776
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J TRUNK 2979 PGA BLVD SUITE 201, PALM BEACH GARDENS, FL 33410 | TRUSTEE-ADVISOR | 1 | $0 |
| JESSICA S RAIA 2979 PGA BLVD SUITE 201, PALM BEACH GARDENS, FL 33410 | TRUSTEE-ADVISOR | 1 | $0 |
| JOHN B BENTON 3096 EAST RUSSELL ROAD, LAS VEGAS, NV 89120 | TRUSTEE-ADVISOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J TRUNK 2979 PGA BLVD SUITE 201, PALM BEACH GARDENS, FL 33410 | TRUSTEE-ADVISOR | 1 | $0 |
| JESSICA S RAIA 2979 PGA BLVD SUITE 201, PALM BEACH GARDENS, FL 33410 | TRUSTEE-ADVISOR | 1 | $0 |
| JOHN B BENTON 3096 EAST RUSSELL ROAD, LAS VEGAS, NV 89120 | TRUSTEE-ADVISOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2979 PGA BLVD STE 201, PALM BCH GDNS, FL 33410-3002
- In care of
- % DANIEL J TRUNK TTEE
- Signed the 990-PF
- DANIEL J TRUNK, TRUSTEE-ADVISOR
- Phone
- (561) 656-0200
- Return prepared by
- DOANE & DOANE PA
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 | 990-PF 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
- 65-6312009
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,020,559
- Income (IRS master file)
- $1,518,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $119,938 | $129,661 | $2,705,690 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SBMT CHARITABLE TR
- What is the EIN of SBMT CHARITABLE TR?
- The employer identification number (EIN) of SBMT CHARITABLE TR is 65-6312009.
- Is SBMT CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to SBMT CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SBMT CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SBMT CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SBMT CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SBMT CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SBMT CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $393,776, expenses of $194,379 and total assets of $3,020,559 at year end.
Other nonprofits in PALM BCH GDNS
- FELLOWSHIP EDUCATIONAL FOUNDATION INC EIN 65-1218696 · last filed 990 for 2025
- CHILDRENS HEALTHCARE CHARITY INC EIN 20-4394654 · last filed 990 for 2026
- BALLENISLES CHARTIES FOUNDATION INC EIN 45-2653459 · last filed 990 for 2025
- THE MIRASOL FOUNDATION INC EIN 81-2776188 · last filed 990 for 2025
- FRENCHMANS CREEK CHARITIES FOUNDATION INC EIN 65-0440215 · last filed 990 for 2025
- FRENCHMANS RESERVE CHARITABLE FOUNDATION INC EIN 99-2148481 · last filed 990 for 2026
- OPERATION WOUNDED WARRIORS INC EIN 46-5606439 · last filed 990 for 2025
- PALM BEACH CHILDRENS CHORUS INC EIN 47-5207635 · last filed 990-EZ for 2025
All nonprofits in PALM BCH GDNS · Florida · Philanthropy, voluntarism and grantmaking foundations