2019-06-20T13:48:29-05:00 2018-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2018-01-01 061574365 SBM CHARITABLE FOUNDATION INC SBMC 8605330355 935 MAIN STREET LEVEL C NO B-101 MANCHESTER CT 06040 DOREEN DOWNHAM EXECUTIVE DIRECTOR 8605331067 2019-06-19 1 PATRICIA MCGOWAN P00184514 9592007000 2019-06-05 209.59.242.22 2019-06-19 15:26:07 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3A16AF227DFFBEB6A54D665AEE301AB9EC7A606C 2018 2019-02-21 02:37:17Z X 31376494 X X 621 621 675053 675053 1134395 12394108 1134395 1810069 1810069 113005 0 113005 67012 0 67012 52659 0 52659 16460 4938 11522 7207 0 7207 16869 0 0 4903 0 7779 0 7779 150205 123245 26960 436099 128183 286144 1789749 2386073 2225848 128183 2672217 -415779 1681886 300 300 300 306572 305668 305668 6067 1870 1870 36858975 30966270 30966270 191542 89156 107291 102386 102386 37279205 31376494 31376494 36285 45034 1249325 653000 1285610 698034 X 35993595 30678460 35993595 30678460 37279205 31376494 35993595 -415779 0 35577816 4899356 30678460 US BANK P 2018-12-31 10632240 9642055 990185 990185 FORESTER CAPTIAL P 2018-12-31 1675000 1617658 57342 57342 AEW P 2018-12-31 51369 51369 51369 BLACKSTONE P 2018-12-31 35499 35499 35499 1134395 0 2471015 35667679 0.069279 2506677 33195604 0.075512 2263815 34667721 0.065300 2343012 38708049 0.060530 2365055 38229196 0.061865 0.332486 0.066497 34784917 2313093 16819 2329912 2672217 X 16819 0 16819 0 16819 8120 0 0 8120 0 8699 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 113005 16811 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 60476 21484 0 0 PRIME BUCHHOLZ & ASSOCIATES INC 273 CORPORATE DR 250 PORTSMOUTH NH 03801 INVESTMENT MANAGEMENT 75000 0 NONE 0 0 29132667 317058 5864912 35314637 0 0 35314637 529720 34784917 1739246 1739246 16819 16819 1722427 0 1722427 0 1722427 2672217 0 2672217 16819 2655398 1722427 0 0 245726 434218 574001 871409 703797 2829151 2672217 0 0 0 1722427 949790 0 0 3778941 0 0 0 0 0 0 245726 3533215 434218 574001 871409 703797 949790 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. AHM YOUTH SERVICES INC 25 PENDLETON DRIVE HEBRON CT 06082 PC GENERAL USE GRANT 4700 ALTRUSA INTERNATIONAL INC 332 S MICHIGAN AVE CHICAGO IL 60604 PC GENERAL USE GRANT 5000 AMERICAN RED CROSS CONNECTICUT CHAPTER 209 FARMINGTON AVE FARMINGTON CT 06032 PC GENERAL USE GRANT 5000 ARTS FOR LEARNING CONNECTICUT 3074 WHITNEY AVE HAMDEN CT 06518 PC GENERAL USE GRANT 5555 BILLINGS FORGE COMMUNITY WORKS 140 RUSS ST HARTFORD CT 06106 PC GENERAL USE GRANT 5000 BOY SCOUTS OF AMERICA CRC 60 DARLIN ST PO BOX EAST HARTFORD CT 06107 PC GENERAL USE GRANT 65000 BUILDING HEALTHY FAMILIES 302 HACKMATACK STREET MANCHESTER CT 06040 PC GENERAL USE GRANT 3000 CAMP CARE INC 106 ROUTE 66 COLUMBIA CT 06266 PC GENERAL USE GRANT 5000 CATHOLIC CHARITIES 331 MAIN STREET NORWICH CT 06360 PC GENERAL USE GRANT 5000 CENTER FOR CHILDREN'S ADVOCACY 65 ELIZABETH ST HARTFORD CT 06105 PC GENERAL USE GRANT 5000 CENTRAL CONNECTICUT STATE UNIVERSITY 1615 STANLEY ST NEW BRITAIN CT 06050 PC SCHOLARSHIPS 29000 CHILDREN'S LAW CENTER 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 5000 CONNECTICUT AUDUBON SOCIETY 1316 MAIN STREET GLASTONBURY CT 06106 PC GENERAL USE GRANT 92124 CONNECTICUT COUNCIL FOR PHILANTHROPY 221 MAIN STREET HARTFORD CT 06106 PC GENERAL USE GRANT 5800 CONNECTICUT ELECTRIC RAILWAY ASSOCIATION PO BOX 360 EAST WINDSOR CT 06088 PC GENERAL USE GRANT 2060 CONNECTICUT INVENTION CONVENTION 23 PILFERSHIRE LN WEST SIMSBURY CT 06092 PC GENERAL USE GRANT 5000 CONNECTICUT LANDMARKS 2299 SOUTH STREET COVENTRY CT 06103 NC GENERAL USE GRANT 65000 CONNECTICUT PUBLIC AFFAIRS NETWORK 21 OAK ST HARTFORD CT 06106 PC GENERAL USE GRANT 1500 CONNECTICUT PUBLIC BROADCASTING NETWORK 1049 ASYLUM AVE HARTFORD CT 06105 PC GENERAL USE GRANT 5000 CONNECTICUT RADIO INFORMATION SYSTEMS 515 NORTH EAGLEVILLE ROAD STORRS CT 06268 PC GENERAL USE GRANT 1500 CONNECTICUT SCIENCE CENTER 250 COLUMBUS BLVD HARTFORD CT 06106 PC GENERAL USE GRANT 112000 CONNECTICUT STORYTELLING CENTER 270 MOHEGAN AVENUE NEW LONDON CT 06320 PC GENERAL USE GRANT 10000 CONNECTICUT WOMEN'S HALL OF FAME 320 FITCH ST NEW HAVEN CT 06515 PC GENERAL USE GRANT 3000 CONNECTICUT YOUTH LEADERSHIP PROJECT INC 202 HIGHWOOD DRIVE SOUTH GLASTONBURY CT 06066 PC GENERAL USE GRANT 2500 CORNERSTONE FOUNDATION 1824 E MAIN ST STE P EASLEY SC 29640 PC GENERAL USE GRANT 5000 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 5000 CT CREDIT UNION CHARITABLE FOUNDATION 1064 E MAIN ST STE 201 MERIDEN CT 06450 PC GENERAL USE GRANT 4000 DANCES WITH WOOD INC 80 OLDE ORCHARD ROAD CLINTON CT 06413 PC GENERAL USE GRANT 3000 EASTERN CONNECTICUT STATE UNIVERSITY 83 WINDHAM STREET WILLIMANTIC CT 06040 PC SCHOLARSHIPS 47050 EASTERN CONNECTICUT STATE UNIVERSITY 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 12500 GENERATIONS FAMILY HEALTH CENTER INC 1315 MAIN STREET WILLIMANTIC CT 06033 PC GENERAL USE GRANT 50000 GIRL SCOUTS OF CT 340 WASHINGTON STREET HARTFORD CT 06106 PC GENERAL USE GRANT 28400 GOODSPEED MUSICALS 6 MAIN STREET PO BOX A EAST HADDAM CT 06117 PC GENERAL USE GRANT 35000 GOODWIN COLLEGE 1 RIVERSIDE DRIVE EAST HARTFORD CT 06118 PC SCHOLARSHIPS 2000 HANDS ON HARTFORD 330 MAIN STREET 3RD FLOOR HARTFORD CT 06106 PC GENERAL USE GRANT 5000 HARTFORD CONSORTIUM FOR HIGHER EDUCATION 95 MAIN STREET SUITE 314 HARTFORD CT 06103 PC GENERAL USE GRANT 50000 HARTFORD GAY & LESBIAN HEALTH COLLECTIVE 1841 BROAD STREET HARTFORD CT 06114 PC GENERAL USE GRANT 5000 HARTFORD HOSPITAL 80 SEYMOUR STREET HARTFORD CT 06102 PC GENERAL USE GRANT 12043 HARTFORD JEWISH FEDERATION 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 PC GENERAL USE GRANT 10000 HARTFORD STAGE COMPANY 50 CHURCH STREET HARTFORD CT 06103 PC GENERAL USE GRANT 99447 HARTFORD SYMPHONY ORCHESTRA 100 PEARL STREET 2ND FLOOR EAST TOWER HARTFORD CT 06106 PC GENERAL USE GRANT 6600 HARTFORD'S CAMP COURANT 285 BROAD STREET HARTFORD CT 06032 PC GENERAL USE GRANT 18000 HIGHER EDGE INC 35 REDDEN AVE NEW LONDON CT 06320 PC GENERAL USE GRANT 5000 HILL-STEAD MUSEUM 35 MOUNTAIN RD FARMINGTON CT 06002 PC GENERAL USE GRANT 40000 HOCKANUM VALLEY COMMUNITY COUNCIL INC 155 WEST MAIN STREET VERNON CT 06226 PC GENERAL USE GRANT 61160 HORIZONS INC 3586 HORIZONS WAY HARRISONBURG VA 22802 PC GENERAL USE GRANT 57577 INTERVAL HOUSE PO BOX 340207 HARTFORD CT 06117 PC GENERAL USE GRANT 5000 JASON LEARNING 44983 KNOLL SQUARE SUITE 150 ASHBURN CT 06117 PC GENERAL USE GRANT 5000 JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC 11 ASYLUM STREET SUITE 601 HARTFORD CT 06103 PC GENERAL USE GRANT 20000 KIDSAFE CT 19 ELM ST ROCKVILLE CT 06066 PC GENERAL USE GRANT 20000 LAWYERS FOR CHILDREN AMERICA 151 FARMINGTON AVE HARTFORD CT 06040 PC GENERAL USE GRANT 3000 LEADERSHIP GREATER HARTFORD INC 30 LAUREL STREET SUITE 3 HARTFORD CT 06106 PC GENERAL USE GRANT 5000 LITERACY VOLUNTEERS OF GREATER HARTFORD 30 ARBOR STREET HARTFORD CT 06106 PC GENERAL USE GRANT 4000 MALTA FOOD PANTRY INC 19 WOODLAND STREET HARTFORD CT 06105 PC GENERAL USE GRANT 3000 MALTA HOUSE OF CARE FOUNDATION 1 STATE STREET SUITE HARTFORD CT 06045 PC GENERAL USE GRANT 75000 MANCHESTER AREA CONFERENCE OF CHURCHES 466 MAIN STREET MANCHESTER CT 06045 PC GENERAL USE GRANT 62280 MANCHESTER COMMUNITY COLLEGE GREAT PATHS MS 6 PO MANCHESTER CT 06040 PC SCHOLARSHIPS 1600 MANCHESTER COMMUNITY COLLEGE GREAT PATHS MS 6 PO MANCHESTER CT 06040 PC GENERAL USE GRANT 50000 MANCHESTER HISTORICAL SOCIETY PO BOX 363 MANCHESTER VT 05254 PC GENERAL USE GRANT 2000 MANCHESTER SYMPHONY ORCHESTRA AND CHORALE PO BOX 861 MANCHESTER CT 06040 PC GENERAL USE GRANT 5000 MANCHESTER UNICO FOUNDATION INC PO BOX 803 MANCHESTER CT 06045 PC GENERAL USE GRANT 500 MANCHESTER CT HOPE INITIATIVE INC 239 MIDDLE TPKE E MANCHESTER CT 06040 PC GENERAL USE GRANT 2500 MAYOR'S PROGRAM FOR MANCHESTER CHILDREN PO BOX 1373 MANCHESTER CT 06045 PC GENERAL USE GRANT 15000 MUSCULAR DYSTROPHY ASSOCIATION 161 N CLARK STREET CHICAGO IL 60601 PC GENERAL USE GRANT 3000 MY SISTERS' PLACE 102 PLINY STREET HARTFORD CT 06120 PC GENERAL USE GRANT 29500 NATIONAL CONFERENCE FOR COMM & JUSTICE 1095 DAY HILL ROAD SUITE 100 WINDSOR CT 06095 PC GENERAL USE GRANT 3000 NEW BRITAIN MUSEUM OF AMERICAN ART 56 LEXINGTON STREET NEW BRITAIN CT 06050 PC GENERAL USE GRANT 15000 NEW ENGLAND AIR MUSEUM 36 PERIMETER RD WINDSOR LOCKS CT 06096 PC GENERAL USE GRANT 15000 NUTMEG BIG BROTHERS BIG SISTERS 30 LAUREL STREET SUITE 3 HARTFORD CT 06106 PC GENERAL USE GRANT 5000 NUTMEG STATE GAMES 290 ROBERTS STREET EAST HARTFORD CT 06108 PC GENERAL USE GRANT 2000 OPEN HEARTH ASSOCIATION PO BOX 1077 HARTFORD CT 06226 PC GENERAL USE GRANT 40000 OPERA NEW ENGLAND OF NE CT INC PO BOX 75 POMFRET CT 06258 PC GENERAL USE GRANT 5000 OUR PIECE OF THE PIE 20 SARGEANT ST HARTFORD CT 06105 PC GENERAL USE GRANT 2000 PODUNK BLUEGRASS MUSIC FESTIVAL INC 106 MOOSEHORN RD NORTHFIELD CT 06778 NC GENERAL USE GRANT 1600 QUINNIPIAC UNIVERSITY 27 MOUNT CARMEL AVENUE HAMDEN CT 06518 PC SCHOLARSHIPS 4000 READ TO GROW INC 53 SCHOOL GROUND RD BRANFORD CT 06450 PC GENERAL USE GRANT 5000 REAL ART WAYS INC 56 ARBOR STREET HARTFORD CT 06106 PC GENERAL USE GRANT 5000 REBUILDING TOGETHER - MANCHESTER 41 CENTER STREET PO BOX MANCHESTER CT 06040 PC GENERAL USE GRANT 85000 RE-CENTER RACE & EQUITY IN EDUCATION 75 CHARTER OAK AVE HARTFORD CT 06106 PC GENERAL USE GRANT 25000 RHS PROJECT GRADUATION 1222 RAIDER WAY LEANDER TX 78641 PC GENERAL USE GRANT 500 RIVERFRONT RECAPTURE INC 50 COLUMBUS BLVD HARTFORD CT 06106 PC GENERAL USE GRANT 3500 SACRED HEART UNIVERSITY 5151 PARK AVE FAIRFIELD CT 06432 PC SCHOLARSHIPS 1500 SAINT FRANCIS HOSPITAL AND MEDICAL CENTER 114 WOODLAND ST HARTFORD CT 06105 PC GENERAL USE GRANT 85052 SALVATION ARMY 316 PLEASANT ST WILLIMANTIC CT 06226 PC GENERAL USE GRANT 5000 SAXTON B LITTLE FREE LIBRARY INC 319 CONNECTICUT 87 COLUMBIA CT 06237 PC GENERAL USE GRANT 5000 SEA RESEARCH FOUNDATION 55 COOGAN BLVD MYSTIC CT 06355 PC GENERAL USE GRANT 25000 SUNSHINE KIDS FOUNDATION 2 HARTFORD SQUARE W HARTFORD CT 06106 PC GENERAL USE GRANT 5000 THE CHILDREN'S MUSEUM 498 CRAWFORD BLVD BOCA RATON FL 33432 PC GENERAL USE GRANT 25000 TOWN OF MANCHESTER 41 CENTER STREET MANCHESTER CT 06040 NC GENERAL USE GRANT 11050 TOWN OF MANSFIELD 41 CENTER STREET STORRSMANSFIELD CT 06268 NC GENERAL USE GRANT 500 TOWN OF SOUTH WINDSOR 1540 SULLIVAN AVE SOUTH WINDSOR CT 06074 NC GENERAL USE GRANT 1500 TOWN OF VERNON 6600 GERMANY RD DURHAMVILLE NY 13054 NC GENERAL USE GRANT 800 UNIVERSITY OF CONNECTICUT 2131 HILLSIDE RD - UNIT 3088 STORRS CT 06269 PC SCHOLARSHIPS 120350 UNIVERSITY OF CONNECTICUT 2131 HILLSIDE RD - UNIT 3088 STORRS CT 06269 PC GENERAL USE GRANT 200000 UNIVERSITY OF CONNECTICUT FOUNDATION 2131 HILLSIDE RD - UNIT 3088 STORRS CT 06269 NC GENERAL USE GRANT 83325 UNIVERSITY OF CONNECTICUT HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 8000 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 13500 UNIVERSITY OF NEW HAVEN 300 BOSTON POST ROAD WEST HAVEN CT 06516 PC SCHOLARSHIPS 7000 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 PC GENERAL USE GRANT 5000 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 PC SCHOLARSHIPS 10000 VERNON COMMUNITY ARTS CENTER 709 HARTFORD TURNPIKE VERNON CT 06066 PC GENERAL USE GRANT 1500 WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN ST HARTFORD CT 06103 PC GENERAL USE GRANT 8000 WESTERN CONNECTICUT STATE UNIVERSITY 181 WHITE ST DANBURY CT 06810 PC SCHOLARSHIPS 4000 WINDHAM PUBLIC SCHOOLS 45 NORTH RD WINDHAM CT 06280 PC GENERAL USE GRANT 5000 WORLD AFFAIRS COUNCIL CONNECTICUT INC 1049 ASYLUM AVE HARTFORD CT 06105 PC GENERAL USE GRANT 5000 YALE UNIVERSITY 246 CHURCH STREET NEW HAVEN CT 06520 PC SCHOLARSHIPS 2000 YMCA OF GREATER HARTFORD 160 JEWELL STREET HARTFORD CT 06103 PC GENERAL USE GRANT 100000 YWCA 135 BROAD STREET HARTFORD CT 06105 PC GENERAL USE GRANT 2000 2386073 0 14 621 14 675053 18 1134395 0 1810069 0 1810069 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 16460 4938 11522 BUILDING 2004-04-01 158400 58740 0.000000000000 3987 0 OFFICE EQUIPMENT 2004-04-01 12772 12570 0.000000000000 73 0 FURNITURE AND FIXTURES 2004-04-01 20370 17846 0.000000000000 843 0 FIXED INCOME FUNDS FMV 4940845 4940845 EQUITY FUNDS FMV 19454629 19454629 OTHER INVESTMENTS FMV 5864912 5864912 BALANCED FUNDS FMV 705884 705884 BUILDINGS 158400 62727 95673 FURNITURE & FIXTURES 20370 18689 1681 MACHINERY & OTHER EQUIPMENT 12772 12643 129 UNREALIZED GAIN/LOSS ON INVESTMENTS 4899356 INSURANCE 3179 0 3179 OFFICE EXPENSE 15619 0 15619 INVESTMENT FEES 123245 123245 0 MISCELLANEOUS 8162 0 8162 PROFESSSIONAL FEES 7207 0 7207 FEDERAL EXCISE TAX 16869 0 0