Sbmt Charitable Trust

990PF • Fiscal year 2020 • EIN 65-6312009

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

Organization Profile

2211 East Sample Road 104Lighthouse Point, FL 33064

(954) 941-5533

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

61%

Higher net margin than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

11%

Faster asset growth than 68% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

330%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

$1,241,231

Up $127,058 (+11%) from 2019

Net Assets

$1,241,231

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin91st percentile

Revenue

$210,000

Up $161,193 (+330%) from 2019

Expenses

$82,942

Up $2,135 (+2.6%) from 2019

Net Income

$127,058

Up $159,058 (+497%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$1,241,231

Liabilities$0

Net Assets$1,241,231

Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$210,000

Expenses$82,942

Net Income$127,058

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Oct 15, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES J TRUNK	Trustee-Advi	-	$0	-	-
MICHELLE T RAIA	Truste-Advis	-	$0	-	-
DANIEL J TRUNK	Trustee-Advi	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Sbmt Charitable Trust
EIN: 65-6312009
Phone: 9549415533
Address: 2211 EAST SAMPLE ROAD 104, LIGHTHOUSE POINT, FL 33064

Signing Officer

Name: Daniel J Trunk
Title: Trustee-advisory Brd
Phone: 9549415533
Signed: 2021-10-15
Discuss with paid preparer: Yes

Preparer

Firm: William Webb & Associates LLC
Address: 404 E ATLANTIC BLVD, POMPANO BEACH, FL 33060
Preparer: Jack F Crissy CPA
Phone: 9547825250

Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	534848
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	535151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	571771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	658213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE ATTACHED SCHEDULE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	11070
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	198386
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	479
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt	0	65
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	210000
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	210000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	43181
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	198386
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	70000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	70000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	11070
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	11070
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	127058
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1452709
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	479
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	479
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	479
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	3405
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	3405
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	3405
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	198386
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	197058
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	31567
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	9481
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	65
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	56
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	56
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	82942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	12942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	82942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	210000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	210000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	12942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	12942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	12942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	150366
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	105716
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	5	427391
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	28490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	49356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	21159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	2385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	96162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	692
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	5	21159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	152751
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	134206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	124087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	448550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	SEE ATTACHED SCHEDULE - BNY MELLON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	SEE ATTACHED SCHEDULE - FIFTH THIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	SEE ATTACHED SCHEDULE - FIFTH THIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	SEE ATTACHED SCHEDULE - FIFTH THIRD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	PROPERTY - 175 SE 2ND AVENUE
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	31567
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	127058
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	2739
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1103
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1103
IRS990PF/FMVAssetsEOYAmt	0	1327974
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3662
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	2
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	658213
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	427391
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1114173
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1241231
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	69771
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	134610
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1114173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1241231
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1327974
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1114173
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1241231
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1114173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1241231
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1486031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	480753
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	862815
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	22290
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	142463
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	73187
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1463741
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1486031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JAMES J TRUNK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MICHELLE T RAIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	DANIEL J TRUNK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt	0	UNIT 5-D
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	33441
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	82942
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	82942
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	82942
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DANIEL J TRUNK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	1420 CORMORANT ROAD
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	33441
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9549415533
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SURFAID INTERNATIONAL USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE PIARIST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	BOCA HELPING HANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	191 CALLE MAGDALENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	HIGHWAY 80
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1500 NW 1ST COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	SUITE 290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	1	BOX 870
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ENCINITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	41649
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	33432
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	70000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	70448
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	70448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	18729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	28397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	59620
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	12494
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	18729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	28397
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	82942
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	12494
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	59620
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	47126
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	PROPERTY
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LAW OFFICES OF LARRY F. WITTE P.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	3405
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3405
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	3405
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	5819
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	3662
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	5819
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	3662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	5819
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	3662
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	15
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	50
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	15
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	50
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	15
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	50
TaxesSchedule/TaxesDetail/Amt	0	56
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN DIVIDEND TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	56
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	56
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIEL J TRUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE-ADVISORY BRD
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9549415533
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SBMT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SBMT
ReturnHeader/Filer/EIN	0	656312009
ReturnHeader/Filer/PhoneNum	0	9549415533
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2211 EAST SAMPLE ROAD 104
ReturnHeader/Filer/USAddress/CityNm	0	LIGHTHOUSE POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	273730117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAM WEBB & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	404 E ATLANTIC BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	POMPANO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33060
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9547825250
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JACK F CRISSY CPA
ReturnHeader/ReturnTs	0	2021-10-20T08:51:26-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	TRUNK
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,241,231
Liabilities: $0
Net assets: $1,241,231
Revenue: $210,000
Expenses: $82,942
Net income: $127,058

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.82	$0.00	$2.82	$0.14	$0.03	$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.71	$0.00	$2.71	$0.12	$0.13	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.72	$0.00	$2.72	$1.61	$0.11	$1.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.21	$0.00	$1.21	$0.06	$0.09	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24	$0.21	$0.08	$0.13
2019Summary only. Only limited summary data is available for this year.	$1.11	$0.00		$0.05	$0.08	$0.03
2015Summary only. Only limited summary data is available for this year.	$1.16	$0.00		$0.08	$0.10	$0.02
2014Summary only. Only limited summary data is available for this year.	$1.18	$0.00		$0.10	$0.11	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.19	$0.00		$0.11	$0.08	$0.03
2012Summary only. Only limited summary data is available for this year.	$1.16	$0.00		$0.09	$0.11	$0.03
2011Summary only. Only limited summary data is available for this year.	$1.19	$0.00		$0.07	$0.07	$0.00