2017-07-12T12:40:05-05:00 2016-12-31 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2016-01-01 061574365 SBM CHARITABLE FOUNDATION INC SBMC 8605330355 935 MAIN STREET Level C No B-101 MANCHESTER CT 06040 Doreen downham Executive Director 8605331067 2017-07-07 1 PATRICIA MCGOWAN P00184514 9592007000 209.3.217.20 2017-07-07 10:24:16 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 896C1F5B5D42EC59A37A0D46A5820AA48C1A79ED 2016 2021-01-29 14:40:06Z X 34413392 X X 608 608 587462 587462 755299 15319497 755299 1343369 1343369 100195 0 100195 57984 0 57249 51740 0 49388 16260 4878 11382 6830 0 6830 16263 0 0 5430 0 8069 0 8069 142876 112913 30413 405647 117791 263526 2187282 2255407 2592929 117791 2518933 -1249560 1225578 300 300 300 1369144 384333 384333 1870 1828 1828 33250870 33912576 33912576 200588 86233 119785 114355 114355 34741969 34413392 34413392 29193 35717 1198125 1130000 1227318 1165717 X 33514651 33247675 33514651 33247675 34741969 34413392 33514651 -1249560 982584 33247675 0 33247675 us bank P 2016-12-31 12034343 12103306 -68963 -68963 archstone market neutral strategies P 2016-12-31 3162537 2460892 701645 701645 aew global properties security fund P 2016-12-31 113446 113446 113446 P 2016-12-31 9171 9171 9171 755299 0 2263815 34667721 0.065300 2343012 38708049 0.060530 2365055 38229196 0.061865 2308581 36186177 0.063797 2409997 37205029 0.064776 0.316268 0.063254 33195604 2099755 12256 2112011 2518933 X 12256 0 12256 0 12256 21777 21777 9521 9521 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 LAURENCE P RUBINOW 935 Main Street Level C Suite B-101 Manchester CT 06040 CHAIRMAN 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 Douglas K Anderson 935 Main Street Level C Suite B-101 manchester CT 06040 Vice PresIDENT 0.50 0 0 0 BRIAN A ORENSTEIN 935 Main Street Level C Suite B-101 manchester CT 06040 TREASURER 0.50 0 0 0 DOREEN DOWNHAM 935 Main Street Level C Suite B-101 manchester CT 06040 EX DIR/SECRETARY 40.00 100195 16172 0 Charles L Pike 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 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 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 51791 20108 0 0 PRIME BUCHHOLZ & ASSOCIATES INC 273 Corporate Dr 250 Portsmouth NH 03801 Investment management 75000 0 None 0 0 26299619 311296 7090206 33701121 0 0 33701121 505517 33195604 1659780 1659780 12256 12256 1647524 0 1647524 0 1647524 2518933 0 2518933 12256 2506677 1647524 0 0 245726 434218 574001 1253945 2518933 0 0 0 1647524 871409 0 0 2125354 0 0 0 0 0 0 0 2125354 245726 434218 574001 871409 Kelley Gunther Foundation and Schol 935 Main Street Suite B-101 Level C Manchester CT 06040 8605331067 Completion of the "Request for Grant" form located on the organization's web site. Scholarships are accepted from January through March for the following fall semester. 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 4500 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 5000 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 60000 BRAIN INJURY ALLIANCE OF CT 200 OLD DAY HILL ROAD WINDSOR CT 06095 PC GENERAL USE GRANT 5000 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 central connecticut state university 1615 Stanley St new britain CT 06050 nc scholarships 9800 Children's Law Center 30 Arbor StreeT North Hartford CT 06119 PC GENERAL USE GRANT 20000 Children's Museum 950 Trout Brook Dr west Hartford CT 06119 PC GENERAL USE GRANT 25000 Circle of Life Arts for All Inc 50 Chapman Place Box 3 East Hartford CT 06108 pC GENERAL USE GRANT 2000 CLiCK Inc PO Box 788 Willimantic CT 06226 pC GENERAL USE GRANT 5000 Community Renewal Team Inc 555 windsor street hartford CT 06120 PC General Use Grant 2500 ConcoraConnecticut Choral Artists Inc 233 Pearl Street Hartford CT 06103 pC GENERAL USE GRANT 5000 connecticut association for human services 237 hamilton street 208 harTford CT 06106 pC GENERAL USE GRANT 3000 Connecticut Audubon Society 1316 Main Street Glastonbury CT 06106 PC GENERAL USE GRANT 38000 connecticut college 270 Mohegan Avenue new london CT 06320 nC scholarships 9500 CONNECTICUT COUNCIL FOR PHILANTHROPY 221 main street hartford CT 06106 PC GENERAL USE GRANT 5800 connecticut farmland trust 77 buckingham st 5 hartford CT 06106 PC general use grant 2000 connecticut humanities council 37 broad street middletown CT 06457 pC GENERAL USE GRANT 4012 Connecticut Landmarks 2299 South Street Coventry CT 06103 NC GENERAL USE GRANT 40000 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 1000 Connecticut Science Center 250 Columbus Blvd Hartford CT 06106 PC GENERAL USE GRANT 200000 CONNECTICUT STORYTELLING CENTER 270 mohegan avenue new london CT 06320 PC GENERAL USE GRANT 8000 connecticut women's hall of fame 320 fitch street 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 1500 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 4000 DANCES WITH WOOD inc 80 olde orchard road clinton CT 06413 PC General Use Grant 3000 discovery center 75 charter oak ave suite 1-310 harTford CT 06106 PC GENERAL USE GRANT 30000 East Hartford School Business partnership inc 869 forbes street east hartford CT 06118 PC GENERAL USE GRANT 2500 eastern CONNECTICUT STATE UNIVERSITY 83 Windham Street willimantic CT 06040 nC general use grant 78000 EASTERN CONNECTICUT STATE UNIVERSITY 83 Windham Street Willimantic CT 06040 NC Scholarships 57850 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 11500 Generations Family Health Center Inc 1315 Main Street Willimantic CT 06033 PC GENERAL USE GRANT 43750 Girl Scouts of CT 340 WASHINGTON STREET HARTFORD CT 06106 PC GENERAL USE GRANT 29121 Goodspeed Musicals 6 MAIN STREET PO BOX A EAST HADDAM CT 06117 PC GENERAL USE GRANT 30000 GOODWIN COLLEGE 1 RIVERSIDE DRIVE EAST HARtford CT 06118 nc SCHOLARSHIPS 1000 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 9993 Hartford Jewish Federation 335 Bloomfield Ave Suite C West Hartford CT 06117 PC GENERAL USE GRANT 10000 Hartford Stage Company 50 Church Street Hartford CT 061031629 PC GENERAL USE GRANT 86447 Hartford symphony orchestra 100 pearl street 2nd floor east tower hartford CT 06106 PC GENERAL USE GRANT 5000 Hartford's Camp Courant 285 Broad Street Hartford CT 06032 PC GENERAL USE GRANT 16000 Healthy Eyes Alliance 129 church street new haven CT 06510 PC GENERAL USE GRANT 4000 Hill-Stead Museum 35 mountain rd Farmington CT 06002 PC GENERAL USE GRANT 32500 Hockanum Valley Community Council Inc 155 West Main Street Vernon CT 06226 PC GENERAL USE GRANT 56000 horizons inc 3586 horizons way harrisonburg VA 22802 PC GENERAL USE GRANT 41207 imagine main street 903 main street mANCHESTER CT 06040 PC GENERAL USE GRANT 1154 Interval House PO Box 340207 Hartford 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 15000 Lawyers for Children America 151 Farmington Ave Hartford CT 06040 PC GENERAL USE GRANT 2500 leadership greater hartford inc 30 laurel street suite 3 hartford CT 06106 PC GENERAL USE GRANT 4000 lyme academy college of fine arts 84 lyme street lyme CT 06371 nC scholarships 500 malta food pantry inc 230 blue hills ave hartford CT 06112 PC GENERAL USE GRANT 3000 Malta House of Care Foundation 1 State Street Suite Hartford CT 06045 PC GENERAL USE GRANT 38000 MANCHESTER AREA CONFERENCE OF CHURCHES 466 main street manchester CT 06045 PC GENERAL USE GRANT 28000 Manchester Board of Education 45 NORTH SCHOOL STREET Manchester CT 06040 NC GENERAL USE GRANT 500 manchester community College great Paths MS 6 PO manCHESTER CT 06040 nC scholarhips 2500 Manchester Community College Foundation Great Paths MS 6 PO Manchester CT 06042 PC General Use Grant 50000 Manchester Historical Society 175 pine street Manchester CT 06040 pC GENERAL USE GRANT 5000 Manchester land conservation trust inc 20 hartford rd Manchester CT 06040 pc general use grant 2000 MANCHESTER REGIONAL POLICEFIRE PIPE BAND 71 LINWOOD DR EAST HARTford CT 06108 PC GENERAL USE GRANT 5000 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 MARC Inc of Manchester 376R West Middle Tpke Manchester CT 06045 PC GENERAL USE GRANT 25000 MAYOR'S PROGRAM FOR MANCHESTER CHILDREN po box 1373 manchester CT 06045 PC GENERAL USE GRANT 14000 Mercy Housing and Shelter Corporation 211 Wethersfield Ave Hartford CT 06033 PC GENERAL USE GRANT 5000 My Sisters' Place 102 Pliny Street Hartford CT 06120 PC GENERAL USE GRANT 29500 mystic seaport museum inc 75 greenmanville ave mysTIC CT 06355 PC GENERAL USE GRANT 12447 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 30600 OUR PIECE OF THE PIE 20 SARGEANT ST HARTFORd CT 06105 PC GENERAL USE GRANT 1500 QUINEBAUG VALLEY COMMUNITY COLLEGE 729 main street willimantic CT 06226 NC scholarships 2000 Quinnipiac University 27 mount carmel avenue hamden CT 06518 NC Scholarships 9500 Read to Grow Inc 53 School Ground Rd Branford CT 06450 PC GENERAL USE GRANT 5000 Rebuilding Together - Manchester 41 Center Street PO Box Manchester CT 06040 PC GENERAL USE GRANT 60000 RIVERFRONT RECAPTURE INC 50 columbus blvd hartford CT 06106 PC GENERAL USE GRANT 3500 sacred heart university 5151 park ave fairfield CT 06432 nC scholarships 1500 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 5000 Sea Research Foundation 55 COOGAN BLVD MYSTIC CT 06355 PC GENERAL USE GRANT 25000 Southern Connecticut State University 501 Crescent St New Haven CT 06515 NC Scholarships 7900 ST FRANCIS HOSPITAL & medical center 114 woodland street hartford CT 06105 PC GENERAL USE GRANT 145000 Town of Manchester 41 CENTER StreeT MANchester CT 06040 NC GENERAL USE GRANT 10250 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 Trinity College 300 summit street hartford CT 06106 nc Scholarships 1200 University of Connecticut 2131 Hillside Rd - Unit 3088 Storrs CT 06269 NC Scholarships 88250 University of Connecticut Foundation 2131 HILLSIDE ROAD STorrs CT 06269 PC GENERAL USE GRANT 75125 UNIVERSITY OF CT ATHLETIC DEVELOPMENT FUNd 2111 Hillside Rd Unit 3078 STorrs CT 06269 PC GENERAL USE GRANT 200000 University of Hartford 200 Bloomfield Ave West Hartford CT 06117 nc Scholarships 9500 University of New haven 300 boston post road west haven CT 06516 nc Scholarships 4000 university of saint joseph 1678 asylum avenue west hartford CT 06117 nc Scholarships 11500 WADSWORTH ATHENEUM 600 MAIN STREET HARTFORD CT 06103 PC GENERAL USE GRANT 5000 Western connecticut state university 181 white street danbury CT 06810 NC Scholarships 3500 Windham Area Interfaith Ministry 866 Main Street Willimantic CT 06226 PC GENERAL USE GRANT 5000 Windham Regional Community Council 872 Main Street Willimantic CT 06226 pC GENERAL USE GRANT 4301 Wood Memorial Library 783 Main Street PO Box 131 South Windsor CT 06074 pC GENERAL USE GRANT 3000 Yale University 246 CHURCH STREET New Haven CT 06520 nc Scholarships 7000 YMCA of Greater Hartford 160 Jewell Street Hartford CT 06103 PC GENERAL USE GRANT 100000 YWCA 135 BROAD STREET HARTFORD CT 06105 PC GNERAL USE GRANT 2000 2255407 0 14 608 14 587462 18 755299 0 1343369 0 1343369 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 16260 4878 11382 Building 2004-04-01 158400 46860 0.000000000000 3960 0 Office equipment 2004-04-01 21582 18366 0.000000000000 639 0 Furniture and fixtures 2004-04-01 20606 15577 0.000000000000 831 0 Fixed income funds FMV 4703498 4703498 Equity funds FMV 22118872 22118872 other investments FMV 7090206 7090206 Buildings 158400 50820 107580 Furniture & Fixtures 20606 16408 4198 Machinery & Other Equipment 21582 19005 2577 Insurance 6657 0 6657 Office expense 14816 0 14816 Investment fees 112913 112913 0 Miscellaneous 8490 0 8940 unrealized loss on investments 982584 Professsional fees 6661 0 6661 education 169 0 169 FEDERAL EXCISE TAX 16263 0 0