2023-11-14T15:03:45-06:00 2022-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2022-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 MARK W EVERETTE VICE PRESIDENT 8605617050 2023-11-13 1 MARK EVERETTE 999009999 0 EDWARD G SULLIVAN P00579546 8605223111 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK W EVERETTE 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 12862182 0 X YHBCE.ORG X 2008 CT YHB CHARITABLE ENDOWMENT WAS FORMED TO SERVE THE CHARITABLE INTERESTS OF ITS DONORS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDS. SUCH FUNDS OFFER SIMPLICITY AND FLEXIBILITY AS TO THE TIMING, AMOUNTS AND BENEFICIARIES OF CHARITABLE DONATIONS. DONORS HAVE INPUT AS TO HOW FUND DOLLARS ARE INVESTED OR, WITH LARGER ACCOUNTS, CAN ACCESS PERSONAL ASSET MANAGMENT FOR THEIR FUND. DONORS CAN CREATE A LEGACY OF GIVING TO PERPETUATE FAMILY VALUES OR TO HONOR THE MEMORY OF A LOVED ONE. 4 4 0 0 0 0 4070987 7104136 0 0 1997295 1594021 0 0 6068282 8698157 1945419 2037324 0 0 0 0 0 0 0 66013 71264 2011432 2108588 4056850 6589569 18766006 21606319 0 0 18766006 21606319 X YHB CHARITABLE ENDOWMENT WAS FORMED TO SERVE THE CHARITABLE INTERESTS OF ITS DONORS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDS. SUCH FUNDS OFFER SIMPLICITY AND FLEXIBILITY AS TO THE TIMING, AMOUNTS AND BENEFICIARIES OF CHARITABLE DONATIONS. DONORS HAVE INPUT AS TO HOW FUND DOLLARS ARE INVESTED OR, WITH LARGER ACCOUNTS, CAN ACCESS PERSONAL ASSET MANAGEMENT FOR THEIR FUND. DONORS CAN CREATE A LEGACY OF GIVING TO PERPETUATE FAMILY VALUES OR TO HONOR THE MEMORY OF A LOVED ONE. 0 0 2108588 2037324 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 2108588 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PAUL MARTEL 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 X PAUL R MARTEL PRESIDENT 1.00 X X 0 0 0 MARK W EVERETTE VICE PRESIDENT 1.00 X X 0 0 0 DR HOWARD MARK BOARD MEMBER 1.00 X 0 0 0 BRENDA SULLIVAN BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 7104136 7104136 289590 289590 5468456 4164025 1304431 1304431 1304431 8698157 0 0 1594021 2037324 2037324 71264 71264 2108588 2108588 0 0 18766006 21606319 18766006 21606319 0 0 X 18766006 21606319 18766006 21606319 18766006 21606319 6589569 -3749256 0 X 0 0 0 X 2664906 2209091 2500223 4070987 7104136 18549343 2664906 2209091 2500223 4070987 7104136 18549343 18549343 18549343 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49 7104136 2037324 21606319 1 1 0 1 BAINBRIDGE SCHOOLS FOUNDATION 8489 MADISON BAINBRIDGE ISLAND WA 98110 911427019 501(C)(3) 6000 0 BOOK GENERAL SUPPORT FRIENDS OF THE ITHACA YOUTH BUREAU 1 JAMES L GIBBS ITHACA NY 14850 271480389 501(C)(3) 35000 0 BOOK GENERAL SUPPORT BURKE MOUNTAIN ACADEMY INC 60 ALPINE LANE EAST BURKE VT 05832 030225997 501(C)(3) 25500 0 BOOK GENERAL SUPPORT SUMMER SEARCH SEATTLE 1109 1ST AVENUE SEATTLE WA 98101 680200138 501(C)(3) 25000 0 BOOK GENERAL SUPPORT STATE THEATER OF ITHACA INC 107 WEST STATE STREET ITHACA NY 14850 501(C)(3) 20000 0 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND LAND TRUST PO BOX 10144 BAINBRIDGE ISLAND WA 98110 911439338 501(C)(3) 32500 0 BOOK GENERAL SUPPORT GATHER 210 WEST ROAD PORTSMOUTH NH 03801 501(C)(3) 60000 0 BOOK GENERAL SUPPORT PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) 8 CARYN LANE WEATOGUE CT 06089 501(C)(3) 5350 0 BOOK GENERAL SUPPORT ADAM J LEWIS ACADEMY 500 STATE STREET BRIDGEPORT CT 06604 501(C)(3) 100000 0 BOOK GENERAL SUPPORT AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10001 501(C)(3) 5100 0 BOOK GENERAL SUPPORT BLOOMFIELD CONGREGATIONAL CHURCH 10 WINTONBURY AVENUE BLOOMFIELD CT 06002 501(C)(3) 40000 0 BOOK GENERAL SUPPORT CHAMPLAIN COLLEGE 163 SOUTH WILLARD STREET BURLINGTON VT 054020670 501(C)(3) 10000 0 BOOK GENERAL SUPPORT COMMUNITY FOUNDATION OF TOMPKINS COUNTY 200 EAST BUFFALO STREET STE 202 ITHACA NY 14850 501(C)(3) 10000 0 BOOK GENERAL SUPPORT CT FORUM 750 MAIN STREET HARTFORD CT 06103 501(C)(3) 25000 0 BOOK GENERAL SUPPORT CROSS ROADS HOUSE 600 LAFAYETTE ROAD PORTSMOUTH NH 03801 501(C)(3) 42000 0 BOOK GENERAL SUPPORT FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 501(C)(3) 25000 0 BOOK GENERAL SUPPORT FEEDING CHITENDEN 228 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 501(C)(3) 15000 0 BOOK GENERAL SUPPORT HANGAR THEATRE PO BOX 205 ITHACA NY 14850 501(C)(3) 20000 0 BOOK GENERAL SUPPORT HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 200024999 501(C)(3) 15000 0 BOOK GENERAL SUPPORT INTERVALE CENTER 180 INTERVAL ROAD BURLINGTON VT 05401 501(C)(3) 10000 0 BOOK GENERAL SUPPORT LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET 5TH FLOOR ARLINGTON VA 22201 501(C)(3) 18000 0 BOOK GENERAL SUPPORT NEW CASTLE PUBLIC LIBRARY PO BOX 329 NEW CASTLE NH 03854 501(C)(3) 10000 0 BOOK GENERAL SUPPORT RAINIER SCHOLARS 2100 24TH AVENUE SOUTH SUITE 306 SEATTLE WA 981444646 501(C)(3) 10000 0 BOOK GENERAL SUPPORT ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 501(C)(3) 6000 0 BOOK GENERAL SUPPORT THE UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 501(C)(3) 15000 0 BOOK GENERAL SUPPORT WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 501(C)(3) 100000 0 BOOK GENERAL SUPPORT YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE 6TH FLOOR RESTON VA 201911556 501(C)(3) 17000 0 BOOK GENERAL SUPPORT AMERICARES PO BOX 288 STAMFORD CT 06902 501(C)(3) 13000 0 BOOK GENERAL SUPPORT ASSUMPTION UNIVERSITY 500 SALISBURY STREET WORCESTER MA 01609 501(C)(3) 117000 0 BOOK GENERAL SUPPORT ASYLUM HILL CONGREGATIONAL 814 ASYLUM AVENUE HARTFORD CT 06105 501(C)(3) 5500 0 BOOK GENERAL SUPPORT BIG BROTHERS BIG SISTERS 3 PORTSMOUTH AVE 2M STRATHAM NH 03885 501(C)(3) 10000 0 BOOK GENERAL SUPPORT FREEDOM ALLIANCE 22570 MARKEY COURT SUITE 240 DULLES VA 20166 501(C)(3) 15000 0 BOOK GENERAL SUPPORT MEDIA RESEARCH CENTER 1900 CAMPUS COMMONS DR SUITE 600 RESTON VA 20191 501(C)(3) 30000 0 BOOK GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 200907166 501(C)(3) 7000 0 BOOK GENERAL SUPPORT POLICE ACTIVITY LEAGUE OF WATERBURY (PAL) 64 DIVISION STREET WATERBURY CT 06704 501(C)(3) 20000 0 BOOK GENERAL SUPPORT SALISBURY SCHOOL 251 CANAAN ROAD SALISBURY CT 06068 501(C)(3) 20000 0 BOOK GENERAL SUPPORT SHATTERPROOF 101 MERRITT 7 1ST FLOOR NORWALK CT 06851 501(C)(3) 41796 0 BOOK GENERAL SUPPORT THE JED IAN TAXEL FOUNDATION FOR RARE CANCER RESEARCH INC PO BOX 683501 PARK CITY UT 84608 501(C)(3) 7000 0 BOOK GENERAL SUPPORT BAINBRIDGE PERFORMING ARTS 200 MADISON AVENUE NORTH BAINBRIDGE ISLAND WA 98110 501(C)(3) 27500 0 BOOK GENERAL SUPPORT DOCTORS WITHOUT BORDERS PO BOX 1838 HAGERSTOWN MD 217415031 501(C)(3) 14250 0 BOOK GENERAL SUPPORT EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 501(C)(3) 25000 0 BOOK GENERAL SUPPORT GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 423 GETTYSBURG PA 17325 501(C)(3) 430000 0 BOOK GENERAL SUPPORT GRANITE YMCA 670 NCOMMERCIAL ST 103 MANCHESTER NH 03101 501(C)(3) 12000 0 BOOK GENERAL SUPPORT HORSE OF CONNECTICUT INC 43 WILBUR ROAD WASHINGTON CT 06777 501(C)(3) 8000 0 BOOK GENERAL SUPPORT HEIFER INTERNATIONAL PO BOX 6021 ALBERT LEA MN 560076621 501(C)(3) 5500 0 BOOK GENERAL SUPPORT NEW COLLEGE THE KEATING CENTER 5800 BAY SHORE ROAD SARASOTA FL 34243 501(C)(3) 5500 0 BOOK GENERAL SUPPORT THE NORTH BENNET STREET SCHOOL 150 NORTH STREET BOSTON MA 021091405 501(C)(3) 10000 0 BOOK GENERAL SUPPORT THE UCONN FOUNDATION INC 2390 ALUMNI DR UNIT 3206 STORRS CT 062693206 501(C)(3) 7900 0 BOOK GENERAL SUPPORT WOOD ISLAND LIFE SAVING STATION ASSOCIATION PO BOX 11 KITTERY POINT ME 03905 501(C)(3) 25000 0 BOOK GENERAL SUPPORT WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 501(C)(3) 14350 0 BOOK GENERAL SUPPORT 70 71 PART I, LINE 2: YHB IS AWARE OF ITS RESPONSIBILITY TO ASSURE THAT DONATIONS FROM DONOR-ADVISED FUNDS ARE MADE ONLY TO NON-PROFIT ORGANIZATIONS ORGANIZED UNDER SECTION 501(C)3. YHB SUBSCRIBES TO A WELL-KNOWN PUBLIC DATA BASE OF SUCH NON-PROFITS AND RESEARCHES AND DOCUMENTS THE STATUS OF EACH CHARITY BEFORE ANY GRANT IS MADE. PAUL R MARTEL BOARD PRESIDENT THE BOARD PRESIDENT IS EMPLOYED AND OWNS 25.86 OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 MARK W EVERETTE BOARD VICE-PRESIDENT THE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 25.03% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT AND VICE PRESIDENT OWN 36% AND 30%, RESPECTIVELY OF YHB INVESTMENT ADVISORS, INC. WHICH MANAGES THE FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE FORM IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. YHB INVESTMENT ADVISORS INC 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 061283359 INVESTMENT MANAGEMENT CT N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 YHB INVESTMENT ADVISORS INC M 71264 CASH PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) B 5350 CASH