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Nonprofit · EIN 06-1574365

SBM CHARITABLE FOUNDATION INC

Tax-exempt · MANCHESTER, CT 06040

Financials

$1.4M$2.1M2023$2.6M$1.9M2024$1.9M$2.2M2025
Revenue Expenses · by fiscal year end
Financials of SBM CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,912,187$2,190,070-$277,883$41,856,792$33,458$41,823,334
December 31, 2024990-PF$2,625,268$1,925,417$699,851$38,028,079$70,694$37,957,385
December 31, 2023990-PF$1,353,846$2,133,993-$780,147$35,513,772$87,133$35,426,639
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$550
Dividends
$973,624
Interest
$3,814
Net gain from sales of assets
$934,319
Other income
-$120

Expenses

Grants and similar amounts paid
$1,663,411
Compensation of officers, directors and key employees
$237,245
Salaries, compensation and benefits (total)
$103,190
Disbursements for charitable purposes
$2,169,622
Excise tax on investment income
$26,573

Balance sheet and other

Total assets, start of year
$38,028,079
Total assets, end of year
$41,856,792
Total liabilities, end of year
$33,458
Net assets, end of year
$41,823,334
Fair market value of assets
$41,484,781
Qualifying distributions
$2,169,622
Net investment income
$1,911,757

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DOREEN DOWNHAM
935 MAIN STREETLEVEL C SUITE B-101, MANCHESTER, CT 06040
EX DIR/SECRE40$188,279$27,365
KELLEY GUNTHER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
DIRECTOR
Highest-paid employee
40$103,109$23,261
MOLLY DEVANNEY
935 MAIN ST LEVEL C SUITE B-101, MANCHESTER, CT 06040
EX DIR/ SECR40$48,966$2,605
CHARLES L PIKE
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
VICE PRESIDE0.5$0$0
DOUGLAS K ANDERSON
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
PRESIDENT0.5$0$0
BRIAN A ORENSTEIN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TREASURER0.5$0$0
MARY C DEVANNEY
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
SHEILA B FLANAGAN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
HARRY S GAUCHER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
SUSAN M KEATING
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
LINDA S KLEIN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
JOHN D LABELLE JR
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
ERIC A MARZIALI
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
JON L NORRIS
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
GREGORY S WOLFF
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
3 more people on this return
NameTitleHours / weekCompensation
MICHAEL LYNCH
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0
STEPHEN JOYNER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0
ALLISON WHOLEY
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 17 people
NameTitleHours / weekCompensationOther / benefits
DOREEN DOWNHAM
935 MAIN STREETLEVEL C SUITE B-101, MANCHESTER, CT 06040
EX DIR/SECRE40$176,206$16,675
KELLEY GUNTHER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
DIRECTOR
Highest-paid employee
40$96,572$17,458
CHARLES L PIKE
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
VICE PRESIDE0.5$0$0
DOUGLAS K ANDERSON
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
PRESIDENT0.5$0$0
BRIAN A ORENSTEIN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TREASURER0.5$0$0
MARY C DEVANNEY
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
SHEILA B FLANAGAN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
HARRY S GAUCHER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
SUSAN M KEATING
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
LINDA S KLEIN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
JOHN D LABELLE JR
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
ERIC A MARZIALI
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
JON L NORRIS
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
GREGORY S WOLFF
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
MICHAEL LYNCH
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
STEPHEN JOYNER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
ALLISON WHOLEY
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
990-PF for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationOther / benefits
DOREEN DOWNHAM
935 MAIN STREET LEVEL C SUITE B101, MANCHESTER, CT 06040
EX DIR/SECRE40$167,350$26,160
KELLEY GUNTHER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
SCHOLARSHIP
Highest-paid employee
40$88,157$33,662
CHARLES L PIKE
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
VICE PRESIDE0.5$0$0
LAURENCE P RUBINOW
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
CHAIRMAN0.5$0$0
DOUGLAS K ANDERSON
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
PRESIDENT0.5$0$0
BRIAN A ORENSTEIN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TREASURER0.5$0$0
MARY C DEVANNEY
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
SHEILA B FLANAGAN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
HARRY S GAUCHER
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
MICHAEL J HARTL
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
SUSAN M KEATING
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
LINDA S KLEIN
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
JOHN D LABELLE JR
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
ERIC A MARZIALI
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
JON L NORRIS
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0
GREGORY S WOLFF
935 MAIN STREET LEVEL C SUITE B-101, MANCHESTER, CT 06040
TRUSTEE0.5$0$0

Address and contacts

Address (IRS master file)
935 MAIN ST STE B101, MANCHESTER, CT 06040-6050
In care of
% DOREEN DOWNHAM
Signed the 990-PF
MOLLY DEVANNEY, EX DIR/ SECRETARY
Phone
(860) 533-0355
Return prepared by
FIONDELLA MILONE & LASARACINA LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-1574365
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$41,856,792
Income (IRS master file)
$6,237,190

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,912,187$2,190,070$41,856,792XML
990-PFDecember 2024$2,625,268$1,925,417$38,028,079XML
990-PFDecember 2023$1,353,846$2,133,993$35,513,772XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1574365).

Questions about SBM CHARITABLE FOUNDATION INC

What is the EIN of SBM CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of SBM CHARITABLE FOUNDATION INC is 06-1574365.
Is SBM CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to SBM CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SBM CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SBM CHARITABLE FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SBM CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SBM CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 18 people; 3 received compensation from the organization, the highest $188,279 (DOREEN DOWNHAM, EX DIR/SECRE).
How much revenue does SBM CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,912,187, expenses of $2,190,070 and total assets of $41,856,792 at year end.

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