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SBM CHARITABLE FOUNDATION, INC.

Company Details

Entity Name: SBM CHARITABLE FOUNDATION, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 28 Feb 2000
Business ALEI: 0644389
Annual report due: 28 Feb 2025
NAICS code: 813211 - Grantmaking Foundations
Business address: 935 MAIN STREET SUITE B101 LEVEL C, MANCHESTER, CT, 06040, United States
Mailing address: 935 MAIN STREET SUITE B101 LEVEL C, MANCHESTER, CT, United States, 06040
ZIP code: 06040
County: Hartford
Place of Formation: DELAWARE
E-Mail: ddownham@sbmfoundation.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2023 061574365 2024-05-17 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2024-05-17
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2022 061574365 2023-06-02 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2023-06-02
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2021 061574365 2022-05-25 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2022-05-25
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2020 061574365 2021-07-26 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2021-07-26
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2019 061574365 2020-06-11 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2020-06-11
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2018 061574365 2019-04-03 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2019-04-03
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2017 061574365 2018-07-12 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2018-07-12
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2016 061574365 2017-05-01 SBM CHARITABLE FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2017-05-01
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2015 061574365 2016-07-20 SBM CHARITABLE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2016-07-20
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-20
Name of individual signing SBM CHARITABLE FOUNDATION, INC.
Valid signature Filed with authorized/valid electronic signature
SBM CHARITABLE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN 2014 061574365 2015-04-01 SBM CHARITABLE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 813000
Sponsor’s telephone number 8605330355
Plan sponsor’s address 935 MAIN STREET, LEVEL C, SUITE B101, MANCHESTER, CT, 06040

Signature of

Role Plan administrator
Date 2015-04-01
Name of individual signing DOREEN DOWNHAM
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Officer

Name Role Business address Residence address
DOUGLAS K. ANDERSON Officer No data 20 SCHOOLHOUSE HILL ROAD, EASTFORD, CT, 06242, United States
BRIAN A. ORENSTEIN Officer COFCU, 1055 HARTFORD TURNPIKE, WATERFORD, CT, 06385, United States 64 SCOTCH CAP ROAD, UNIT 134, QUAKER HILL, CT, 06375, United States
DOREEN H. DOWNHAM Officer 935 MAIN ST, SUITE B101, LEV C, MANCHESTER, CT, 06040, United States 509 KEENEY STREET, MANCHESTER, CT, 06040, United States
CHARLES L. PIKE Officer No data 12 WINGED FOOT BLVD., BLOOMFIELD, CT, 06002, United States

Director

Name Role Business address Residence address
MOLLY DEVANNEY Director 317 HIGHLAND STREET, MANCHESTER, CT, 06040, United States 153 HIGHWOOD DRIVE, MANCHESTER, CT, 06040, United States
LINDA S. KLEIN Director No data 101 STONEMILL ROAD, STORRS, CT, 06268, United States
SHEILA B. FLANAGAN Director No data 102 BUTTERNUT ROAD, MANCHESTER, CT, 06040, United States
MICHAEL J. HARTL Director No data 2906 WELTON CLIFF DRIVE, CEDAR PARK, TX, 78613, United States
HARRY S. GAUCHER Director No data 14291 Hickory Links Ct, Fort Myers, FL, 33912, United States
JOHN D. LABELLE JR. Director 243 MAIN STREET, SUITE 2, MANCHESTER, CT, 06042, United States 146 PORTER STREET, MANCHESTER, CT, 06040, United States
GREGORY S. WOLFF Director 201 EAST CENTER STREET, MANCHESTER, CT, 06040, United States 13207 LOST KEY PLACE, LAKEWOOD RANCH, FL, 34202, United States
JON L. NORRIS Director No data 184-C OAK GROVE STREET, MANCHESTER, CT, 06040, United States
ERIC A. MARZIALI Director 185 BOSTON POST ROAD, NORTH WINDHAM, CT, 06256, United States 41 CHESTNUT HILL ROAD, GLASTONBURY, CT, 06033, United States
SUSAN M. KEATING Director 1429 PARK STREET, SUITE 100, HARTFORD, CT, 06106, United States 219 AUBURN ROAD, WEST HARTFORD, CT, 06119, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012150156 2024-02-13 No data Annual Report Annual Report No data
BF-0011158416 2023-02-23 No data Annual Report Annual Report No data
BF-0010396356 2022-02-01 No data Annual Report Annual Report 2022
0007143208 2021-02-10 No data Annual Report Annual Report 2021
0006723525 2020-01-15 No data Annual Report Annual Report 2020
0006377529 2019-02-11 No data Annual Report Annual Report 2019
0006158702 2018-04-11 No data Annual Report Annual Report 2018
0005766861 2017-02-13 No data Annual Report Annual Report 2017
0005478932 2016-02-02 No data Annual Report Annual Report 2016
0005279297 2015-02-17 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website