2022-06-08T09:56:24-05:00 2021-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2021-01-01 061574365 SBM CHARITABLE FOUNDATION INC SBMC 8605330355 935 MAIN STREET LEVEL C B-101 MANCHESTER CT 06040 DOREEN DOWNHAM EXECUTIVE DIRECTOR 8605331067 2022-06-02 1 DOREEN DOWNHAM 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2022-06-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 39913291 X 0 X 37 37 720265 720265 1073379 7558376 1073379 1793681 1793681 137282 0 137282 76882 0 76882 64248 0 64248 17684 5305 12379 7901 0 7901 23679 0 0 4164 0 7719 0 7719 116393 84879 31514 455952 90184 337925 1480173 1530173 1936125 90184 1868098 -142444 1703497 300 300 300 3396658 843150 843150 126877 9666 1870 1870 33245554 38979819 38979819 191542 103390 92316 88152 88152 36871371 39913291 39913291 35652 33615 200000 150000 0 7043 235652 190658 X 36635719 39722633 36635719 39722633 36871371 39913291 36635719 -142444 3229358 39722633 0 39722633 US BANK P 2021-12-31 7558376 6484997 1073379 1073379 1073379 23679 0 23679 0 23679 16720 0 12880 0 29600 0 5921 5921 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 WWW.SBMFOUNDATION.ORG DOREEN DOWNHAM 8605330355 935 MAIN STREET SUITE B-101 LEVEL C MANCHESTER CT 06040 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN A ORENSTEIN 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TREASURER 0.50 0 0 0 CHARLES L PIKE 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 VICE PRESIDENT 0.50 0 0 0 DOREEN DOWNHAM 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 EX DIR/SECRETARY 40.00 137282 21229 0 DOUGLAS K ANDERSON 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 VICE PRESIDENT 0.50 0 0 0 ERIC A MARZIALI 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 GREGORY S WOLFF 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 HARRY S GAUCHER 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 JOHN D LABELLE JR 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 JON L NORRIS 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 LAURENCE P RUBINOW 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 CHAIRMAN 0.50 0 0 0 LINDA S KLEIN 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 MARY C DEVANNEY 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 MICHAEL J HARTLE 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 RICHARD P MEDUSKI 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 PRESIDENT 0.50 0 0 0 RICHARD SUSKI 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 OUTGOING TRUSTEE 0.50 0 0 0 SHEILA B FLANAGAN 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 STEPHEN J O'NEILL 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 OUTGOING TRUSTEE 0.50 0 0 0 SUSAN M KEATING 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 KELLEY GUNTHER 935 MAIN STREET MANCHESTER CT 06040 FOUNDATION & SCHOLAR 40.00 81140 30147 0 0 PRIME BUCHHOLZ & ASSOCIATES LLC 273 CORPORATE DR 250 PORTSMOUTH NH 03801 INVESTMENT MANAGEMENT 75000 0 NONE 0 0 37545510 375287 813173 38733970 0 0 38733970 581010 38152960 1907648 1907648 23679 23679 1883969 0 1883969 0 1883969 1868098 0 1868098 1883969 0 0 871409 703797 949790 737187 136235 3398418 1868098 0 0 0 1868098 0 15871 15871 3382547 0 0 0 0 0 0 855538 2527009 703797 949790 737187 136235 KELLEY GUNTHER FOUNDATION AND SCHOL 935 MAIN STREET SUITE B-101 LEVEL C MANCHESTER CT 06040 8605331067 COMPLETION OF THE "REQUEST FOR GRANT AND "SCHOLARSHIP APPLICATION" FORMS LOCATED ON THE ORGANIZATION'S WEB SITE. SCHOLARSHIP APPLICATION - JANUARY - MARCH FOR THE FOLLOWING FALL SEMESTER; GRANTS APPS - YEAR ROUND GRANTS AND SCHOLARSHIPS LIMITED TO THE GEOGRAPHICAL AREAS INDICATED ON THE WEB SITE. ACCESS COMMUNITY ACTION AGENCY 1315 MAIN STREET WILLIMANTIC CT 06226 PC GENERAL USE GRANT 1300 ACHIEVE HARTFORD INC 1429 PARK STREET UNIT 114 HARTFORD CT 06106 PC GENERAL USE GRANT 900 ACT UP THEATER INC 70 LOVELAND HILL RD VERNON CT 06066 PC GENERAL USE GRANT 1000 AHM YOUTH SERVICES INC 25 PENDLETON DRIVE HEBRON CT 06082 PC GENERAL USE GRANT 3400 ALTRUSA INTERNATIONAL INC 332 S MICHIGAN AVE CHICAGO IL 60604 PC GENERAL USE GRANT 3600 AMERICAN RED CROSS 22 BRUCE PARK DR GREENWICH CT 06830 PC GENERAL USE GRANT 4000 AUTISM FAMILIES OF CONNECTICUT 101 NORTH PLAINS INDUSTIRAL ROAD WALLINGFORD CT 06492 PC GENERAL USE GRANT 1600 BOY SCOUTS OF AMERICA CRC 60 DARLIN ST PO BOX EAST HARTFORD CT 06107 PC GENERAL USE GRANT 42462 BUILDING HEALTHY FAMILIES 302 HACKMATACK STREET MANCHESTER CT 06040 PC GENERAL USE GRANT 2000 CAPITAL COMMUNITY COLLEGE 950 MAIN ST HARTFORD CT 06103 PC SCHOLARSHIPS 2000 CENTRAL CONNECTICUT STATE UNIVERSITY 1615 STANLEY ST NEW BRITAIN CT 06050 PC SCHOLARSHIPS 27900 CHILDREN'S LAW CENTER OF CT 30 ARBOR STREET NORTH HARTFORD CT 06119 PC GENERAL USE GRANT 21000 CHRYSALIS CENTER INC 255 HOMESTEAD AVENUE HARTFORD CT 06112 PC GENERAL USE GRANT 4000 COMMUNITY HEALTH RESOURCES 950 MAIN ST HARTFORD CT 06103 PC GENERAL USE GRANT 500 CONNECTICUT ASSOCIATION FOR HUMAN SERVICE 151 SHELDON RD MANCHESTER CT 06042 PC GENERAL USE GRANT 2000 CONNECTICUT AUDUBON SOCIETY 1316 MAIN STREET GLASTONBURY CT 06106 PC GENERAL USE GRANT 22086 CONNECTICUT COLLEGE 270 MOHEGAN AVE PKWY NEW LONDON CT 06320 PC SCHOLARSHIPS 1500 CONNECTICUT COUNCIL FOR PHILANTHROPY 221 MAIN STREET HARTFORD CT 06106 PC GENERAL USE GRANT 5410 CONNECTICUT FOODSHARE 27 MOUNT CARMEL AVENUE HAMDEN CT 06518 PC GENERAL USE GRANT 10000 CONNECTICUT HUMANE SOCIETY 83 WINDHAM STREET WILLIMANTIC CT 06040 PC GENERAL USE GRANT 3000 CONNECTICUT INVENTION CONVENTION PO BOX 230311 HARTFORD CT 06123 PC GENERAL USE GRANT 2000 CONNECTICUT RADIO INFORMATION SYSTEMS INC 515 NORTH EAGLEVILLE ROAD STORRS CT 06268 PC GENERAL USE GRANT 1300 CONNECTICUT SCIENCE CENTER 250 COLUMBUS BLVD HARTFORD CT 06106 PC GENERAL USE GRANT 115004 CONNECTICUT STORYTELLING CENTER 75 CHARTER OAK AVE HARTFORD CT 06106 PC GENERAL USE GRANT 9000 CONNECTICUT WOMEN'S HALL OF FAME 320 FITCH ST NEW HAVEN CT 06515 PC GENERAL USE GRANT 2400 CONNECTICUT YOUTH LEADERSHIP PROJECT INC 331 MAIN STREET NORWICH CT 06360 PC GENERAL USE GRANT 1000 COVENANT SOUP KITCHEN 220 VALLEY STREET WILLIMANTIC CT 06226 PC GENERAL USE GRANT 5000 COVENANT TO CARE FOR CHILDREN INC 1477 PARK ST 2A HARTFORD CT 06106 PC GENERAL USE GRANT 2700 DANCES WITH WOOD INC 80 OLDE ORCHARD ROAD CLINTON CT 06413 PC GENERAL USE GRANT 2400 EAST COAST GREENWAY CONNECTICUT COMM 114 WOODLAND ST HARTFORD CT 06105 PC GENERAL USE GRANT 5700 EASTERN CONNECTICUT STATE UNIVERSITY 83 WINDHAM STREET WILLIMANTIC CT 06040 PC SCHOLARSHIPS 43100 EASTERN CONNECTICUT STATE UNIVERSITY FOUNDATION 83 WINDHAM STREET WILLIMANTIC CT 06040 PC GENERAL USE GRANT 54800 FIDELCO GUIDE DOG FOUNDATION 54 NORTH ST WILLIMANTIC CT 06226 PC GENERAL USE GRANT 400 FIRST CHOICE HEALTH CENTERS INC GREAT PATHS MS 6 PO MANCHESTER CT 06040 PC GENERAL USE GRANT 11056 GENERATIONS FAMILY HEALTH CENTER INC 1315 MAIN STREET WILLIMANTIC CT 06033 PC GENERAL USE GRANT 20000 GIRL SCOUTS OF CT 340 WASHINGTON STREET HARTFORD CT 06106 PC GENERAL USE GRANT 10400 GOODSPEED MUSICALS 250 POMEROY AVE SUITE 107 MERIDEN CT 06450 PC GENERAL USE GRANT 15000 HANDS ON HARTFORD 330 MAIN STREET 3RD FLOOR HARTFORD CT 06106 PC GENERAL USE GRANT 4000 HARTFORD AREA HABITAT FOR HUMANITY 1615 STANLEY ST NEW BRITAIN CT 06050 PC SCHOLARSHIPS 500 HARTFORD CONSORTIUM FOR HIGHER EDUCATION 95 MAIN STREET SUITE 314 HARTFORD CT 06103 PC GENERAL USE GRANT 28000 HARTFORD GAY & LESBIAN HEALTH COLLECTIVE 1841 BROAD STREET HARTFORD CT 06114 PC GENERAL USE GRANT 3500 HARTFORD JEWISH FEDERATION 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 PC GENERAL USE GRANT 11200 HARTFORD STAGE COMPANY 50 CHURCH STREET HARTFORD CT 06103 PC GENERAL USE GRANT 49000 HEALING MEALS COMMUNITY PROJECT PO BOX 7223 BLOOMFIELD CT 06002 PC GENERAL USE GRANT 900 HIGHER EDGE INC 35 REDDEN AVE NEW LONDON CT 06320 PC GENERAL USE GRANT 4000 HILL-STEAD MUSEUM 35 MOUNTAIN RD FARMINGTON CT 06002 PC GENERAL USE GRANT 35530 HOCKANUM VALLEY COMMUNITY COUNCIL INC 155 WEST MAIN STREET VERNON CT 06226 PC GENERAL USE GRANT 28000 HORIZONS INC 127 BABCOCK HILL RD SOUTH WINDHAM CT 06266 PC GENERAL USE GRANT 45136 INTERVAL HOUSE PO BOX 340207 HARTFORD CT 06117 PC GENERAL USE GRANT 3000 JUMPSTART FOR YOUNG CHILDREN 520 EIGHTH AVENUE 303 NEW YORK NY 10018 PC GENERAL USE GRANT 3100 JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC 11 ASYLUM STREET SUITE 601 HARTFORD CT 06103 PC GENERAL USE GRANT 15000 KIDSAFE CT 19 ELM ST ROCKVILLE CT 06066 PC GENERAL USE GRANT 6750 LAWYERS FOR CHILDREN AMERICA 151 FARMINGTON AVE HARTFORD CT 06040 PC GENERAL USE GRANT 2400 LEADERSHIP GREATER HARTFORD INC 30 LAUREL STREET SUITE 3 HARTFORD CT 06106 PC GENERAL USE GRANT 2700 LITERACY VOLUNTEERS OF GREATER HARTFORD 30 ARBOR STREET HARTFORD CT 06106 PC GENERAL USE GRANT 2400 MALTA HOUSE OF CARE FOUNDATION 1 STATE STREET SUITE HARTFORD CT 06045 PC GENERAL USE GRANT 85000 MANCHESTER AREA CONFERENCE OF CHURCHES 466 MAIN STREET MANCHESTER CT 06045 PC GENERAL USE GRANT 24000 MANCHESTER COMMUNITY COLLEGE GREAT PATHS MS 6 PO MANCHESTER CT 06040 PC SCHOLARSHIPS 1000 MANCHESTER SYMPHONY ORCHESTRA AND CHORALE PO BOX 861 MANCHESTER CT 06040 PC GENERAL USE GRANT 900 MANCHESTER UNICO FOUNDATION INC PO BOX 803 MANCHESTER CT 06045 PC GENERAL USE GRANT 500 MAYOR'S PROGRAM FOR MANCHESTER CHILDREN PO BOX 1373 MANCHESTER CT 06045 PC GENERAL USE GRANT 7368 MERCY HOUSING & SHELTER 221 MAIN STREET 4TH FLOOR HARTFORD CT 06106 PC GENERAL USE GRANT 3600 MY SISTERS' PLACE INC 102 PLINY STREET HARTFORD CT 06120 PC GENERAL USE GRANT 17000 NATIONAL CONFERENCE FOR COMM & JUSTICE INC 1095 DAY HILL ROAD SUITE 100 WINDSOR CT 06095 PC GENERAL USE GRANT 2400 NAUGATUCK VALLEY COMMUNITY COLLEGE 750 CHASE PKWY WATERBURY CT 06708 PC SCHOLARSHIPS 1000 NEW BRITAIN MUSEUM OF AMERICAN ART INC 56 LEXINGTON STREET NEW BRITAIN CT 06050 PC GENERAL USE GRANT 11900 NEW ENGLAND AIR MUSEUM 36 PERIMETER RD WINDSOR LOCKS CT 06096 PC GENERAL USE GRANT 14660 NUTMEG BIG BROTHERS BIG SISTERS 30 LAUREL STREET SUITE 3 HARTFORD CT 06106 PC GENERAL USE GRANT 3500 NUTMEG STATE GAMES 120 HOLCOMB STREET HARTFORD CT 06112 PC GENERAL USE GRANT 1000 OPEN HEARTH ASSOCIATION INC PO BOX 1077 HARTFORD CT 06226 PC GENERAL USE GRANT 40000 OPERATION FUEL INC 860 HOWARD AVENUE SUITE A NEW HAVEN CT 06519 PC GENERAL USE GRANT 2500 OUR PIECE OF THE PIE INC 20 SARGEANT ST HARTFORD CT 06105 PC GENERAL USE GRANT 1500 QUINNIPIAC UNIVERSITY 27 MOUNT CARMEL AVENUE HAMDEN CT 06518 PC SCHOLARSHIPS 7500 READ TO A CHILD INC 750 CHASE PKWY WATERBURY CT 06708 PC GENERAL USE GRANT 3500 READ TO GROW INC 53 SCHOOL GROUND RD BRANFORD CT 06450 PC GENERAL USE GRANT 1300 REBUILDING TOGETHER - MANCHESTER 41 CENTER STREET PO BOX MANCHESTER CT 06040 PC GENERAL USE GRANT 85000 SAINT FRANCIS FOUNDATION 95 WOODLAND STREET 2ND FL HARTFORD CT 06105 PC GENERAL USE GRANT 50000 SALVATION ARMY 316 PLEASANT ST WILLIMANTIC CT 06226 PC GENERAL USE GRANT 4000 SAXTON B LITTLE FREE LIBRARY INC 319 CONNECTICUT 87 COLUMBIA CT 06237 PC GENERAL USE GRANT 4500 SEA RESEARCH FOUNDATION 55 COOGAN BOULEVARD MYSTIC CT 06355 PC GENERAL USE GRANT 20000 SOUTHERN CONNECTICUT STATE UNIVERSITY 501 CRESCENT ST NEW HAVEN CT 06515 PC SCHOLARSHIPS 5100 SUNSHINE KIDS FOUNDATION 75 CHARTER OAK AVE HARTFORD CT 06106 PC GENERAL USE GRANT 1000 THE CHILDREN'S MUSEUM 225 ASYLUM ST FL 23 HARTFORD CT 06103 PC GENERAL USE GRANT 15000 THREE RIVERS COMMUNITY COLLEGE 574 NEW LONDON TURNPIKE NORWICH CT 06360 PC SCHOLARSHIPS 1000 TOWN OF MANCHESTER PO BOX 191 MANCHESTER CT 060450191 PC GENERAL USE GRANT 500 TOWN OF MANSFIELD STORRS COMMONS STORRS CT 06268 PC GENERAL USE GRANT 400 TOWN OF VERNON 120 SOUTH STREET VERNON CT 06066 PC GENERAL USE GRANT 400 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 06106 PC GENERAL USE GRANT 800 TUNXIS COMMUNITY COLLEGE 271 SCOTT SWAMP RD FARMINGTON CT 06032 PC SCHOLARSHIPS 1000 UCONN-GOAL LINEHUSKY REACH 2095 HILLSIDE ROAD UNIT 1173 STORRS CT 06269 PC GENERAL USE GRANT 194061 UNIVERSITY OF CONNECTICUT 2131 HILLSIDE RD UNIT 3088 STORRS CT 06269 PC SCHOLARSHIPS 99300 UNIVERSITY OF CONNECTICUT FOUNDATION 2132 HILLSIDE ROAD U-104 STORRS CT 062693104 PC GENERAL USE GRANT 16200 UNIVERSITY OF CONNECTICUT HARTFORD 10 PROSPECT ST HARTFORD CT 06103 PC SCHOLARSHIPS 7500 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 9500 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 PC GENERAL USE GRANT 2400 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 11600 VISION TO LEARN 20 HARTFORD RD MANCHESTER CT 06040 PC GENERAL USE GRANT 48000 WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN ST HARTFORD CT 06103 PC GENERAL USE GRANT 3600 WESLEYAN UNIVERSITY 45 WYLLYS AVE MIDDLETOWN CT 06459 PC SCHOLARSHIPS 2000 WESTERN CONNECTICUT STATE UNIVERSITY 181 WHITE ST DANBURY CT 06810 PC SCHOLARSHIPS 4000 WINDHAM PUBLIC LIBRARY 21 OAK ST HARTFORD CT 06106 PC GENERAL USE GRANT 500 WOOD MEMORIAL LIBRARY PO BOX 131 783 MAIN STREET SOUTH WINDSOR CT 06074 PC GENERAL USE GRANT 3000 WORLD AFFAIRS COUNCIL CONNECTICUT INC 1049 ASYLUM AVE HARTFORD CT 06105 PC GENERAL USE GRANT 3650 1530173 0 14 37 14 720265 18 1073379 0 1793681 0 1793681 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 17684 5305 12379 FIXED INCOME FUNDS FMV 6171190 6171190 EQUITY FUNDS FMV 30084020 30084020 OTHER INVESTMENTS FMV 813173 813173 BALANCED FUNDS FMV 1911436 1911436 INSURANCE 3635 0 3635 OFFICE EXPENSE 23268 0 23268 INVESTMENT FEES 84879 84879 0 PAYROLL ADP FEE 3808 0 3808 OTHER PROGRAM EXPENSES 803 0 803 UNREALIZED GAIN/LOSS ON INVESTMENTS 3229358 TAX PAYABLE 0 7043 PROFESSSIONAL FEES 7901 0 7901 FEDERAL EXCISE TAX 23679 0 0