2016-07-11T10:39:47-05:00 2015-12-31 221478099 COHNREZNICK LLP 350 Church Street 12th floor Hartford CT 06103 990PF 2015-01-01 061574365 SBM CHARITABLE FOUNDATION INC SBMC 8605330355 935 MAIN STREET LEVEL C No B-101 MANCHESTER CT 06040 Doreen downham Executive Director 8605331067 2016-07-06 1 PATRICIA MCGOWAN P00184514 9592007000 2015 2016-09-27 15:27:22Z X 34741969 X X 573 573 580244 580244 1705894 19111090 1705894 2286711 2286711 96052 0 96052 55525 0 49342 49200 0 48907 2088 0 2088 15750 4725 11025 8797 0 8797 27983 0 0 6031 0 8920 0 8920 140027 103392 36635 410373 108117 261766 1540958 2023835 1951331 108117 2285601 335380 2178594 300 300 300 323905 1369144 1369144 1870 1870 1870 38355661 33250870 33250870 200588 80803 125816 119785 119785 38807552 34741969 34741969 22717 29193 1681000 1198125 1703717 1227318 X 37103835 33514651 37103835 33514651 38807552 34741969 37103835 335380 0 37439215 3924564 33514651 highclere international investors P 2015-07-01 2057795 1811382 246413 246413 aew global properties security fund P 71655 71655 71655 forester capital P 2015-12-31 500000 326610 173390 173390 archstone market neutral strategies P 2015-12-31 500000 385366 114634 114634 US bank P 15981640 14881838 1099802 1099802 1705894 0 2343012 38708049 0.060530 2365055 38229196 0.061865 2308581 36186177 0.063797 2409997 37205029 0.064776 1865800 36548956 0.051049 0.302017 0.060403 34667721 2094034 21786 2115820 2285601 X 21786 0 21786 0 21786 27330 27330 7 5537 5537 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 1 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 96052 4910 11467 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 NONE 0 PRIME BUCHHOLZ & ASSOCIATES INC 273 Corporate Dr 250 Portsmouth NH 03801 Investment management 75000 0 None 0 0 26669648 300938 8225070 35195656 0 0 35195656 527935 34667721 1733386 1733386 21786 21786 1711600 0 1711600 0 1711600 2285601 0 2285601 21786 2263815 1711600 0 0 245726 434218 679944 2285601 0 0 0 1711600 574001 0 0 1253945 0 0 0 0 0 0 0 1253945 245726 434218 574001 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 NC GENERAL USE GRANT 4500 Altrusa International Inc 332 s michigan ave chicago IL 60604 PC GENERAL USE GRANT 4400 BILLING FORGE COMMUNITY WORKS 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 45000 BRAIN INJURY ALLIANCE OF CT 200 OLD DAY HILL ROAD WINDSOR CT 06095 PC GENERAL USE GRANT 4000 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 16300 Children's Law Center 30 Arbor StreeT North Hartford CT 06119 PC GENERAL USE GRANT 20000 COMMUNITY CHILD GUIDANCE clinic 317 North Main Street Manchester CT 06042 PC General Use Grant 25000 Connecticut Audubon Society 1316 Main Street Glastonbury CT 06106 PC GENERAL USE GRANT 31716 Connecticut college 270 Mohegan Avenue New London CT 06320 PC scholarships 11000 CONNECTICUT COUNCIL FOR PHILANTHROPY 221 main street hartford CT 06106 PC GENERAL USE GRANT 5500 Connecticut Landmarks 2299 South Street Coventry CT 06103 NC GENERAL USE GRANT 40000 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 80000 CONNECTICUT STORYTELLING CENTER 270 mohegan avenue new london CT 06320 PC GENERAL USE GRANT 8000 Connecticut Youth Leadership Project Inc 202 Highwood Drive South Glastonbury CT 06066 PC GENERAL USE GRANT 1500 Cornerstone Soup Kitchen PO Box 2036 Rockville CT 06002 PC GENERAL USE GRANT 5000 Covenant soup kitchen 220 valley street willimantic CT 06226 PC GENERAL USE GRANT 5000 DANCES WITH WOOD inc 80 olde orchard road clinton CT 06413 PC General Use Grant 3000 Downtown Manchester Special ServDistrict 983 Main Street Suite 10 Manchester CT 06108 NC GENERAL USE GRANT 1000 eastconn 376 hartford turnpike hampton CT 06247 NC general use grant 4785 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 40500 Fairfield University 1073 N Benson Rd Fairfield CT 06430 PC Scholarships 1000 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 24920 GLASTONBURY COUNCIL OF PTO 305 MAY ROAD EAST HARtford CT 06118 NC GENERAL USE GRANT 500 Goodspeed Musicals 6 MAIN STREET PO BOX A EAST HADDAM CT 06117 PC GENERAL USE GRANT 25000 GOODWIN COLLEGE 1 RIVERSIDE DRIVE EAST HARtford CT 06118 PC 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 30000 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 8154 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 74724 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 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 49100 Horizon's Inc 127 Babcock Hill Rd South Windham CT 06266 NC GENERAL USE GRANT 84985 Interval House PO Box 340207 Hartford CT 06117 PC GENERAL USE GRANT 4000 JUMPSTART 308 CONGRESS ST BOSTON MA 02210 PC GENERAL USE GRANT 4000 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 15000 Lawyers for Children America 151 Farmington Ave Hartford CT 06040 PC GENERAL USE GRANT 2500 LITTLE THEATER OF MANCHESTER 177 HARTFORD RD MANCHESTER CT 06040 PC GENERAL USE GRANT 1500 LOAVES AND FISHES 1525 NEWTON ST WASHINGTON DC 20010 PC GENERAL USE GRANT 5000 Malta House of Care Foundation 1 State Street Suite Hartford CT 06045 PC GENERAL USE GRANT 30000 MANCHESTER AREA CONFERENCE OF CHURCHES 466 main street manchester CT 06045 PC GENERAL USE GRANT 25000 Manchester Board of Education 45 NORTH SCHOOL STREET Manchester CT 06040 NC GENERAL USE GRANT 500 Manchester Community College Great Path - PO Box 1046 Manchester CT 06040 NC scholarships 2500 Manchester Community College Foundation Great Paths MS 6 PO Manchester CT 06042 PC General Use Grant 50000 MANCHESTER REGIONAL POLICEFIRE PIPE BAND 71 LINWOOD DR EAST HARTford CT 06108 PC GENERAL USE GRANT 3500 Manchester Symphony Orchestra and Chorale PO Box 861 Manchester CT 06040 PC GENERAL USE GRANT 3000 MARC Inc of Manchester 376R West Middle Tpke Manchester CT 06045 PC GENERAL USE GRANT 45000 MAYOR'S PROGRAM FOR MANCHESTER CHILDREN po box 1373 manchester CT 06045 NC 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 National Conference for Comm & Justice 1095 DAY HILL ROAD SUITE 100 WINDSOR CT 06095 NC 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 NC GENERAL USE GRANT 2500 Open Hearth Association PO Box 1077 Hartford CT 06226 PC GENERAL USE GRANT 30000 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 11000 Read to Grow Inc 53 School Ground Rd Branford CT 06450 NC GENERAL USE GRANT 5000 Rebuilding Together - Manchester 41 Center Street PO Box Manchester CT 06040 NC GENERAL USE GRANT 60000 RIVERFRONT RECAPTURE INC 50 columbus blvd hartford CT 06106 NC GENERAL USE GRANT 3500 SACRED HEART UNIVERSITY 5151 Park Ave Fairfield CT 06432 PC Scholarships 1500 SAXTON B LITTLE FREE LIBRARY INC 319 connecticut 87 columbia CT 06237 NC GENERAL USE GRANT 5000 Sea Research Foundation 55 COOGAN BLVD MYSTIC CT 06355 PC GENERAL USE GRANT 18454 South Windsor Cultural Arts PO Box 401 South Windsor CT 06074 PC GENERAL USE GRANT 500 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 45500 The Bridge Family Center Inc 1022 Farmington Avenue West Hartford CT 06045 PC GENERAL USE GRANT 3000 The Children's Museum 950 Trout Brook Dr West Hartford CT 06095 PC GENERAL USE GRANT 20000 The Discovery Center Inc 790 Farmington Ave Farmington CT 06030 PC GENERAL USE GRANT 25000 Town of Manchester 41 CENTER StreeT MANchester CT 06040 NC GENERAL USE GRANT 14186 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 14 PARK PLACE VERNON ROCKVILLE CT 06066 NC GENERAL USE GRANT 800 Trinity College 300 summit street hartford CT 06106 PC Scholarships 1200 UNITED SERVICES INC 1007 MAIN STREET DAYVILLE CT 06241 PC GENERAL USE GRANT 7500 University of Connecticut 2131 Hillside Rd - Unit 3088 Storrs CT 06269 NC Scholarships 94500 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 NC GENERAL USE GRANT 200000 University of Hartford 200 Bloomfield Ave West Hartford CT 06117 PC Scholarships 7100 University of New haven 300 boston post road west haven CT 06516 PC Scholarships 2000 university of saint joseph 1678 asylum avenue west hartford CT 06117 PC Scholarships 18000 UNIVERSITY OF SAINT JOSEPH 1678 asylum avenue WEST Hartford CT 06117 PC GENERAL USE GRANT 5000 Village for Families and Children 1680 Albany Avenue Hartford CT 06105 PC GENERAL USE GRANT 5000 WADSWORTH ATHENEUM 600 MAIN STREET HARTFORD CT 06103 PC GENERAL USE GRANT 4000 Western connecticut state university 181 white street danbury CT 06810 NC Scholarships 2500 Windham Area Interfaith Ministry 866 Main Street Willimantic CT 06226 PC GENERAL USE GRANT 5000 WINDHAM REGIONAL ARTS COUNCIL PO BOX 847 WILLIMANtic CT 06226 PC GENERAL USE GRANT 1242 Yale University 246 CHURCH STREET New Haven CT 06520 PC Scholarships 5000 YMCA of Greater Hartford 160 Jewell Street Hartford CT 06103 NC GENERAL USE GRANT 100000 American Read 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 Autism Services & Resources Connecticut Inc 101 North Plains Industrial Road Wallingford CT 06492 pC GENERAL USE GRANT 1000 Circle of Life Arts for All Inc 50 Chapman Place Box 3 East Hartford CT 06108 pC GENERAL USE GRANT 1500 CLiCK Inc PO Box 788 Willimantic CT 06226 pC GENERAL USE GRANT 5000 ConcoraConnecticut Choral Artists Inc 233 Pearl Street Hartford CT 06103 pC GENERAL USE GRANT 5000 Connecticut Forum 750 Main Street Hartford CT 06103 pC GENERAL USE GRANT 1200 Connecticut Public Broadcasting Network 1049 Asylum Ave Hartford CT 06105 pC GENERAL USE GRANT 5000 CT Financial Reality Fair Inc 1065 East Main Street Meriden CT 06450 pC GENERAL USE GRANT 4000 East Coast Greenway CT Comm 525 Gardner Street Manchester CT 06040 pC GENERAL USE GRANT 4300 Eastern AHEC Inc 322 Main Street Suite 2E-1R Willimantic CT 06226 pC GENERAL USE GRANT 2500 Eastern CT Workforce Investment Board Inc 108 New Park Ave Franklin CT 06254 pC GENERAL USE GRANT 1000 Healing with Horses 536 Raymond Hill Road Uncasville CT 06382 pC GENERAL USE GRANT 1500 Manchester Rotary Club Foundation Inc PO Box 3804 Manchester CT 06045 pC GENERAL USE GRANT 5000 Manchester Unico Foundation Inc PO Box 803 Manchester CT 06045 pC GENERAL USE GRANT 500 Natchaug Hospital 189 Storrs Road Mansfield CT 06250 pC GENERAL USE GRANT 3000 Shift Scoliosis & Orthopedics PO Box 450 South Windsor CT 06074 pC GENERAL USE GRANT 500 Team Paragon Robotics Inc PO Box 356 Windsor CT 06095 pC GENERAL USE GRANT 994 Windham Regional Community Council 872 Main Street Willimantic CT 06226 pC GENERAL USE GRANT 5000 Wood Memorial Library 783 Main Street PO Box 131 South Windsor CT 06074 pC GENERAL USE GRANT 2000 YAAINC dba Young at Art CT Inc 50 Purnell Place Manchester CT 06040 pC GENERAL USE GRANT 500 university of hartford 200 Bloomfield Ave west Hartford CT 06117 NC general use grant 2000 2023835 0 14 573 14 580244 18 1705894 0 2286711 0 2286711 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15750 4725 11025 Building 2004-04-01 158400 42900 0.000000000000 3960 0 Office equipment 2004-04-01 21582 17134 0.000000000000 1232 0 Furniture and fixtures 2004-04-01 20606 14738 0.000000000000 839 0 Fixed income funds FMV 4999793 4999793 Equity funds FMV 20026007 20026007 other investments FMV 8225070 8225070 Buildings 158400 46860 111540 Furniture & Fixtures 20606 15577 5029 Machinery & Other Equipment 21582 18366 3216 legal 2088 0 2088 unrealized loss on investments 3924564 Insurance 6145 0 6145 Office expense 14967 0 14967 Investment fees 103392 103392 0 Miscellaneous 15523 0 15523 Professsional fees 8667 0 8667 Other consulting 0 0 0 education 130 0 130 FEDERAL EXCISE TAX 27983 0 0