Sbmt Charitable Trust

990PF • Fiscal year 2022 • EIN 65-6312009

Jan 01, 2022 to Dec 31, 2022 • Filed on May 16, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

93%

Higher net margin than 96% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

124%

Faster asset growth than 96% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

2753%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets31st percentile

Assets

$2,715,413

Up $1,504,462 (+124%) from 2021

Net Assets

$2,715,413

Up $1,504,462 (+124%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin96th percentile

Revenue

$1,612,686

Up $1,556,166 (+2753%) from 2021

Expenses

$108,224

Up $21,424 (+25%) from 2021

Net Income

$1,504,462

Up $1,534,742 (+5069%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

Highlighted filing

2022

Assets$2,715,413

Liabilities$0

Net Assets$2,715,413

Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2022

Revenue$1,612,686

Expenses$108,224

Net Income$1,504,462

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 16, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DANIEL J TRUNK	Trustee-Advi	-	$0	-	-
JESSICA S RAIA	Trustee-Advi	-	$0	-	-
JOHN B BENTON	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: 2023-05-16

Preparer

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

Raw XML Appendix354 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.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	225
AccountingFeesSchedule/AccountingFeesDetail/Amt	1	2970
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX SERVICE FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	1	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	225
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	1	2970
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	SEE ATTACHED SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	SEE ATTACHED SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	SEE ATTACHED SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	848180
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	1151106
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	9129
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	789368
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	1091954
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	14528
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-58812
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-59152
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	5399
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	SEE ATTACHED SCHEDULE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	941109
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	896701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1522667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	1777283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE ATTACHED SCHEDULE
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	45779
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	100945
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-112565
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	19445
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt	0	40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	SETTLEMENT - BNY MELLON
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	1	MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	0	17
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	1	2631
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	166209
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	-109917
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	56292
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	3195
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	3195
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	67912
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	100945
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	90000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	90000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	1556394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	45779
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	45686
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	45779
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	1504462
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1996795
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	19445
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	9769
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	19445
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt	0	1218
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	1218
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-11620
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	140864
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	12744
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	12744
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	2688
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	2688
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	2688
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	1067
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	67912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	90000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	18224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	108224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	159088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	1612686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	18224
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	18224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	100945
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	1504462
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	2715413
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1210951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	2715413
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	103841
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	103841
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	103841
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	105799
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1958
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	2367
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	1958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	1958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	2367
IRS990PF/FMVAssetsEOYAmt	0	2925615
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	6
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	534848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	941109
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	896701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	637931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	1522667
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	1777283
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt	0	2750
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt	0	2357
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt	0	2357
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1210951
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	2715413
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	35419
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	249274
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	249274
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1210951
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	2715413
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	2925615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1210951
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	2715413
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1210951
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	2715413
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	2148207
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	142347
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	2005860
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	32223
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	105799
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	2115984
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	2148207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DANIEL J TRUNK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JESSICA S RAIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JOHN B BENTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE-ADVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE-ADVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE-ADVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	1420 CORMORANT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	C/O 2211 EAST SAMPLE ROAD 104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	3096 EAST RUSSELL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	DELRAY BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	LIGHTHOUSE POINT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	LAS VEGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	33441
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	33064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	89120
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	90000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	90000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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/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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	DELRAY BEACH
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	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	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/GrantOrContributionPurposeTxt	3	PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	PROVIDE FINANCIAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE PIARIST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	BOCA HELPING HANDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	WORLD CENTRAL KITCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	RAZOM FOR UKRAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	TAX-EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	HIGHWAY 80
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1500 NW 1ST COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	200 MASSACHUSETTS AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	40 RECTOR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	140 2ND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	BOX 870
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	1	16TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	2	SUITE 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	41649
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	33432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	20001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	10006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	10003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	90000
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	90000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	103841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	13841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	11004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	12494
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	18729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	28397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	13841
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	56783
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	11004
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	12494
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	18729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	14556
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	90000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	56783
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	70624
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	CAROL M TRUNK FAMILY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine2Txt	0	DANIEL J TRUNK TRUSTEE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	2211 EAST SAMPLE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt	0	SUITE 104
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	LIGHTHOUSE POINT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	33064
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	1556394
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LAW OFFICES OF LARRY F. WITTE P.
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1218
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1218
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	12744
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	40
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	17
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	2631
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	NON-DIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	SETTLEMENT - BNY MELLON
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	40
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	17
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	2631
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	40
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	17
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	2631
TaxesSchedule/TaxesDetail/Amt	0	674
TaxesSchedule/TaxesDetail/Amt	1	393
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN DIVIDEND TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	674
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	393
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIEL J TRUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE-ADVISORY BRD
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9549415533
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-05-16
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/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	273730117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAM WEBB & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	404 EAST ATLANTIC BOULEVARD SUITE
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	2023-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JACK F CRISSY CPA
ReturnHeader/ReturnTs	0	2023-05-16T15:19:54-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	TRUNK
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,715,413
Liabilities: $0
Net assets: $2,715,413
Revenue: $1,612,686
Expenses: $108,224
Net income: $1,504,462

	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
2022Detailed filing. Detailed filing data is available for this year.	$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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