2020-07-14T14:58:22-05:00 2019-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2019-01-01 061574365 SBM CHARITABLE FOUNDATION INC SBMC 8605330355 935 MAIN STREET LEVEL C NO B-101 MANCHESTER CT 06040 DOREEN DOWNHAM EXECUTIVE DIRECTOR 8605331067 2020-07-13 1 PATRICIA MCGOWAN P00184514 9592007000 2020-06-29 209.59.242.22 2020-07-13 09:48:16 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2022-02-16 14:24:37Z X 35174336 X 218011 765 765 782822 782822 1811331 14772078 1811331 2812929 2594918 137282 0 137282 75774 0 75774 55960 0 55960 16925 5078 11847 11175 0 11175 24476 0 0 4502 0 9003 0 9003 146108 121561 24547 481205 126639 325588 1566291 1969291 2047496 126639 2294879 765433 2468279 300 300 300 305668 2025642 2025642 66224 66224 66224 1870 1870 1870 30966270 32982416 32982416 191542 93658 102386 97884 97884 31376494 35174336 35174336 45034 43495 653000 250000 698034 293495 X 30678460 34880841 30678460 34880841 31376494 35174336 30678460 765433 3436948 34880841 0 34880841 US BANK P 2019-12-31 12041719 12109230 -67511 -67511 FORESTER CAPITAL P 2019-12-31 2475532 851517 1624015 1624015 AEW P 2019-12-31 92582 92582 92582 BLACKSTONE P 2019-12-31 162245 162245 162245 1811331 0 2655398 34784917 0.076338 2471015 35667679 0.069279 2506677 33195604 0.075512 2263815 34667721 0.065300 2343012 38708049 0.060530 0.346959 0.069392 31647495 2196083 24683 2220766 2294879 X 24683 0 24683 0 24683 16840 0 0 16840 0 7843 0 0 0 0 0 0 0 1 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 18451 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 MICHAEL J HARTL 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 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 TIMOTHY J DEVANNEY 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 TIMOTHY MOYNIHAN 935 MAIN STREET LEVEL C SUITE B-101 MANCHESTER CT 06040 TRUSTEE 0.50 0 0 0 WILLIAM D O'NEILL 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 69185 21616 0 0 PRIME BUCHHOLZ & ASSOCIATES LLC 273 CORPORATE DR 250 PORTSMOUTH NH 03801 INVESTMENT MANAGEMENT 75000 0 NONE 0 0 27584707 426231 4118499 32129437 0 0 32129437 481942 31647495 1582375 1582375 24683 24683 1557692 0 1557692 0 1557692 2294879 0 2294879 24683 2270196 1557692 0 0 434218 574001 871409 703797 949790 3533215 2294879 0 0 0 1557692 737187 0 0 4270402 0 0 0 0 0 0 434218 3836184 574001 871409 703797 949790 737187 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 2000 AHM YOUTH SERVICES INC 25 PENDLETON DRIVE HEBRON CT 06082 PC GENERAL USE GRANT 4230 ALTRUSA INTERNATIONAL INC 332 S MICHIGAN AVE CHICAGO IL 60604 PC GENERAL USE GRANT 4500 AMERICAN RED CROSS CONNECTICUT CHAPTER 209 FARMINGTON AVE FARMINGTON CT 06032 PC GENERAL USE GRANT 4000 ARTS FOR LEARNING CONNECTICUT 3074 WHITNEY AVE HAMDEN CT 06518 PC GENERAL USE GRANT 5000 AUTISM FAMILIES OF CONNECTICUT 101 NORTH PLAINS INDUSTIRAL ROAD WALLINGFORD CT 06492 PC GENERAL USE GRANT 2000 BETH SHOLOM B'NAI ISRAEL 400 MIDDLE TURNPIKE E MANCHESTER CT 06040 PC GENERAL USE GRANT 100 BILLINGS FORGE COMMUNITY WORKS INC 140 RUSS ST HARTFORD CT 06106 PC GENERAL USE GRANT 3000 BOY SCOUTS OF AMERICA CRC 60 DARLIN ST PO BOX EAST HARTFORD CT 06107 PC GENERAL USE GRANT 59000 BUILDING HEALTHY FAMILIES 302 HACKMATACK STREET MANCHESTER CT 06040 PC GENERAL USE GRANT 2500 CAMP CARE INC 106 ROUTE 66 COLUMBIA CT 06266 PC GENERAL USE GRANT 4000 CATHOLIC CHARITIES AND FAMILLY SERVICES 331 MAIN STREET NORWICH CT 06360 PC GENERAL USE GRANT 4500 CENTRAL CONNECTICUT STATE UNIVERSITY 1615 STANLEY ST NEW BRITAIN CT 06050 PC SCHOLARSHIPS 25900 CHILDREN'S LAW CENTER OF CT 30 ARBOR STREET NORTH HARTFORD CT 06119 PC GENERAL USE GRANT 25000 CONCORACONNECTICUT CHORAL ARTISTS INC 233 PEARL STREET HARTFORD CT 06103 PC GENERAL USE GRANT 4000 CONNECTICUT AUDUBON SOCIETY 1316 MAIN STREET GLASTONBURY CT 06106 PC GENERAL USE GRANT 69978 CONNECTICUT COUNCIL FOR PHILANTHROPY 221 MAIN STREET HARTFORD CT 06106 PC GENERAL USE GRANT 6100 CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL 120 HOLCOMB STREET HARTFORD CT 06112 PC GENERAL USE GRANT 500 CONNECTICUT LANDMARKS 2299 SOUTH STREET COVENTRY CT 06103 NC GENERAL USE GRANT 20000 CONNECTICUT PUBLIC AFFAIRS NETWORK 21 OAK ST HARTFORD CT 06106 PC GENERAL USE GRANT 1000 CONNECTICUT PUBLIC BROADCASTING INC 1049 ASYLUM AVE HARTFORD CT 06105 PC GENERAL USE GRANT 5000 CONNECTICUT RADIO INFORMATION SYSTEMS INC 515 NORTH EAGLEVILLE ROAD STORRS CT 06268 PC GENERAL USE GRANT 1350 CONNECTICUT SCIENCE CENTER 250 COLUMBUS BLVD HARTFORD CT 06106 PC GENERAL USE GRANT 92014 CONNECTICUT STORYTELLING CENTER 270 MOHEGAN AVENUE NEW LONDON CT 06320 PC GENERAL USE GRANT 9000 CONNECTICUT WOMEN'S HALL OF FAME 320 FITCH ST NEW HAVEN CT 06515 PC GENERAL USE GRANT 3000 CORNERSTONE FOUNDATION 15 PROSPECT ST VERNON CT 06066 PC GENERAL USE GRANT 4600 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 3000 DANCES WITH WOOD INC 80 OLDE ORCHARD ROAD CLINTON CT 06413 PC GENERAL USE GRANT 2700 EASTERN CONNECTICUT STATE UNIVERSITY 83 WINDHAM STREET WILLIMANTIC CT 06040 PC SCHOLARSHIPS 40200 EASTERNN CONNECTICUT STATE UNIVERSITY FOUNDATION 83 WINDHAM STREET WILLIMANTIC CT 06040 PC GENERAL USE GRANT 78000 FIDELCO GUIDE DOG FOUNDATION 103 OLD IRON ORE ROAD BLOOMFIELD CT 06002 PC GENERAL USE GRANT 500 FOODSHARE 450 WOODLAND AVE BLOOMFIELD CT 06226 PC GENERAL USE GRANT 10500 GENERATIONS FAMILY HEALTH CENTER INC 1315 MAIN STREET WILLIMANTIC CT 06033 PC GENERAL USE GRANT 40000 GIRL SCOUTS OF CT 340 WASHINGTON STREET HARTFORD CT 06106 PC GENERAL USE GRANT 22720 GOODSPEED MUSICALS 6 MAIN STREET PO BOX A EAST HADDAM CT 06117 PC GENERAL USE GRANT 14789 HANDS ON HARTFORD 330 MAIN STREET 3RD FLOOR HARTFORD CT 06106 PC GENERAL USE GRANT 4000 HARTFORD ARTISANS WEAVING CENTER 42 WOODLAND STREET HARTFORD CT 06105 PC GENERAL USE GRANT 2000 HARTFORD CONSORTIUM FOR HIGHER EDUCATION 95 MAIN STREET SUITE 314 HARTFORD CT 06103 PC GENERAL USE GRANT 29000 HARTFORD GAY & LESBIAN HEALTH COLLECTIVE 1841 BROAD STREET HARTFORD CT 06114 PC GENERAL USE GRANT 4000 HARTFORD HOSPITAL 80 SEYMOUR STREET HARTFORD CT 06102 PC GENERAL USE GRANT 6995 HARTFORD JEWISH FEDERATION 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 PC GENERAL USE GRANT 8800 HARTFORD STAGE COMPANY 50 CHURCH STREET HARTFORD CT 06103 PC GENERAL USE GRANT 62086 HARTFORD SYMPHONY ORCHESTRA 100 PEARL STREET 2ND FLOOR EAST TOWER HARTFORD CT 06106 PC GENERAL USE GRANT 650 HARTFORD'S CAMP COURANT 285 BROAD STREET HARTFORD CT 06032 PC GENERAL USE GRANT 15000 HIGHER EDGE INC 35 REDDEN AVE NEW LONDON CT 06320 PC GENERAL USE GRANT 4500 HILL-STEAD MUSEUM 35 MOUNTAIN RD FARMINGTON CT 06002 PC GENERAL USE GRANT 33125 HOCKANUM VALLEY COMMUNITY COUNCIL INC 155 WEST MAIN STREET VERNON CT 06226 PC GENERAL USE GRANT 41166 HORIZONS INC 127 BABCOCK HILL RD SOUTH WINDHAM CT 06266 PC GENERAL USE GRANT 53415 INTERVAL HOUSE PO BOX 340207 HARTFORD CT 06117 PC GENERAL USE GRANT 3500 JUMPSTART FOR YOUNG CHILDREN 520 EIGHTH AVENUE 303 NEW YORK NY 10018 PC GENERAL USE GRANT 3500 JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC 11 ASYLUM STREET SUITE 601 HARTFORD CT 06103 PC GENERAL USE GRANT 18000 KIDSAFE CT 19 ELM ST ROCKVILLE CT 06066 PC GENERAL USE GRANT 13000 LAWYERS FOR CHILDREN AMERICA 151 FARMINGTON AVE HARTFORD CT 06040 PC GENERAL USE GRANT 2700 LEADERSHIP GREATER HARTFORD INC 30 LAUREL STREET SUITE 3 HARTFORD CT 06106 PC GENERAL USE GRANT 3500 LITERACY VOLUNTEERS OF GREATER HARTFORD 30 ARBOR STREET HARTFORD CT 06106 PC GENERAL USE GRANT 3000 LITTLE THEATRE OF MANCHESTER INC 177 HARTFORD ROAD MANCHESTER CT 06040 PC GENERAL USE GRANT 1000 MALTA FOOD PANTRY INC 19 WOODLAND STREET HARTFORD CT 06105 PC GENERAL USE GRANT 2500 MALTA HOUSE OF CARE FOUNDATION 1 STATE STREET SUITE HARTFORD CT 06045 PC GENERAL USE GRANT 67500 MANCHESTER AREA CONFERENCE OF CHURCHES 466 MAIN STREET MANCHESTER CT 06045 PC GENERAL USE GRANT 2600 MANCHESTER COMMUNITY COLLEGE FOUNDATION GREAT PATHS MS 6 PO MANCHESTER CT 06040 PC GENERAL USE GRANT 50000 MANCHESTER SYMPHONY ORCHESTRA AND CHORALE PO BOX 861 MANCHESTER CT 06040 PC GENERAL USE GRANT 3000 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 13000 MERCY HOUSING & SHELTER 221 MAIN STREET 4TH FLOOR HARTFORD CT 06106 PC GENERAL USE GRANT 4000 MHS PROJECT GRADUATION INC PO BOX 2371 MANCHESTER CT 06045 PC GENERAL USE GRANT 500 MY SISTERS' PLACE INC 102 PLINY STREET HARTFORD CT 06120 PC GENERAL USE GRANT 18000 NATIONAL CONFERENCE FOR COMM & JUSTICE INC 1095 DAY HILL ROAD SUITE 100 WINDSOR CT 06095 PC GENERAL USE GRANT 3000 NEW BRITAIN MUSEUM OF AMERICAN ART INC 56 LEXINGTON STREET NEW BRITAIN CT 06050 PC GENERAL USE GRANT 13200 NEW ENGLAND AIR MUSEUM 36 PERIMETER RD WINDSOR LOCKS CT 06096 PC GENERAL USE GRANT 12000 NUTMEG BIG BROTHERS BIG SISTERS 30 LAUREL STREET SUITE 3 HARTFORD CT 06106 PC GENERAL USE GRANT 4500 NUTMEG STATE GAMES 290 ROBERTS STREET EAST HARTFORD CT 06108 PC GENERAL USE GRANT 1000 OPEN HEARTH ASSOCIATION INC PO BOX 1077 HARTFORD CT 06226 PC GENERAL USE GRANT 36000 OUR PIECE OF THE PIE INC 20 SARGEANT ST HARTFORD CT 06105 PC GENERAL USE GRANT 1800 QUINNIPIAC UNIVERSITY 27 MOUNT CARMEL AVENUE HAMDEN CT 06518 PC SCHOLARSHIPS 5000 READ TO GROW INC 53 SCHOOL GROUND RD BRANFORD CT 06450 PC GENERAL USE GRANT 2500 REBUILDING TOGETHER - MANCHESTER 41 CENTER STREET PO BOX MANCHESTER CT 06040 PC GENERAL USE GRANT 75000 RE-CENTER RACE & EQUITY IN EDUCATION 75 CHARTER OAK AVE HARTFORD CT 06106 PC GENERAL USE GRANT 20000 RHS PROJECT GRADUATION 70 LOVELAND HILL RD VERNON CT 06066 PC GENERAL USE GRANT 500 RIVERFRONT RECAPTURE INC 50 COLUMBUS BLVD HARTFORD CT 06106 PC GENERAL USE GRANT 2500 SACRED HEART UNIVERSITY 5151 PARK AVE FAIRFIELD CT 06432 PC SCHOLARSHIPS 2000 SAINT FRANCIS HOSPITAL AND MEDICAL CENTER 114 WOODLAND ST HARTFORD CT 06105 PC GENERAL USE GRANT 50000 SALVATION ARMY 316 PLEASANT ST WILLIMANTIC CT 06226 PC GENERAL USE GRANT 4500 SAXTON B LITTLE FREE LIBRARY INC 319 CONNECTICUT 87 COLUMBIA CT 06237 PC GENERAL USE GRANT 5000 SEA RESEARCH FOUNDATION INC 55 COOGAN BLVD MYSTIC CT 06355 PC GENERAL USE GRANT 22240 SOUTH PARK INN INC 75 MAIN STREET HARTFORD CT 06106 PC GENERAL USE GRANT 833 THE CHILDREN'S MUSEUM 950 TROUT BROOK DRIVE WEST HARTFORD CT 06119 PC GENERAL USE GRANT 20000 TOWN OF MANCHESTER 41 CENTER STREET MANCHESTER CT 06040 NC GENERAL USE GRANT 7000 TOWN OF MANSFIELD PO BOX 513 STORRSMANSFIELD CT 06268 NC GENERAL USE GRANT 500 TOWN OF SOUTH WINDSOR 1540 SULLIVAN AVE SOUTH WINDSOR CT 06074 NC GENERAL USE GRANT 1350 TOWN OF VERNON 120 SOUTH STREET VERNON CT 06066 NC GENERAL USE GRANT 700 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 06106 PC GENERAL USE GRANT 1000 UNIVERSITY OF BRIDGEPORT 126 PARK AVE BRIDGEPORT CT 06604 PC SCHOLARSHIPS 1000 UNIVERSITY OF CONNECTICUT 2131 HILLSIDE RD - UNIT 3088 STORRS CT 06269 PC SCHOLARSHIPS 120850 UNIVERSITY OF CONNECTICUT 2131 HILLSIDE RD - UNIT 3088 STORRS CT 06269 PC GENERAL USE GRANT 280000 UNIVERSITY OF CONNECTICUT FOUNDATION 2131 HILLSIDE RD - UNIT 3088 STORRS CT 06269 NC GENERAL USE GRANT 68000 UNIVERSITY OF CONNECTICUT HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 10500 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 3000 UNIVERSITY OF NEW HAVEN 300 BOSTON POST ROAD WEST HAVEN CT 06516 PC SCHOLARSHIPS 1000 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 PC GENERAL USE GRANT 3000 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 9100 VH1 SAVE THE MUSIC FOUNDATION PO BOX 2096 NEW YORK NY 10108 PC GENERAL USE GRANT 5000 WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN ST HARTFORD CT 06103 PC GENERAL USE GRANT 5000 WESTERN CONNECTICUT STATE UNIVERSITY 181 WHITE ST DANBURY CT 06810 PC SCHOLARSHIPS 6500 WINDHAM AREA INTERFAITH MINISTRY PO BOX 221 WILLIMANTIC CT 06226 PC GENERAL USE GRANT 4000 WORLD AFFAIRS COUNCIL CONNECTICUT INC 1049 ASYLUM AVE HARTFORD CT 06105 PC GENERAL USE GRANT 4500 YMCA OF GREATER HARTFORD 160 JEWELL STREET HARTFORD CT 06103 PC GENERAL USE GRANT 100000 YWCA HARTFORD REGION 135 BROAD STREET HARTFORD CT 06105 PC GENERAL USE GRANT 1500 1969291 0 14 765 14 782822 18 1811331 0 2594918 0 2594918 0 0 0 0 0 0 0 0 0 0 X X 1 MARY RUBINOW AND WILLIAM RUBINOW SCHOLARSHIP FUND 185 ASYLUM STREET HARTFORD CT 06103 218011 X X 1 STOCK 111513 2019-07-02 ACCOUNTING 16925 5078 11847 BUILDING 2004-04-01 158400 62727 0.000000000000 3958 0 OFFICE EQUIPMENT 2004-04-01 12772 12643 0.000000000000 73 0 FURNITURE AND FIXTURES 2004-04-01 20370 18689 0.000000000000 471 0 FIXED INCOME FUNDS FMV 4965876 4965876 EQUITY FUNDS FMV 22725381 22725381 OTHER INVESTMENTS FMV 4118499 4118499 BALANCED FUNDS FMV 1172660 1172660 BUILDINGS 158400 66685 91715 FURNITURE & FIXTURES 20370 19160 1210 MACHINERY & OTHER EQUIPMENT 12772 12716 56 INSURANCE 3227 0 3227 OFFICE EXPENSE 15119 0 15119 INVESTMENT FEES 121561 121561 0 MISCELLANEOUS 6201 0 6201 UNREALIZED GAIN/LOSS ON INVESTMENTS 3436948 PROFESSSIONAL FEES 11175 0 11175 FEDERAL EXCISE TAX 24476 0 0