2022-11-11T09:10:53-06:00 2021-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2021-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 PAUL MARTEL PRESIDENT 8605617050 2022-11-10 1 PAUL MARTEL 999009999 EDWARD G SULLIVAN P00579546 8605223111 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAUL MARTEL 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 7725147 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 2490223 4070987 0 0 1560779 1997295 0 0 4051002 6068282 1775607 1945419 0 0 0 0 0 0 0 53647 66013 1829254 2011432 2221748 4056850 15034808 18766006 0 0 15034808 18766006 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 2011432 1945419 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 2011432 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 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 4070987 4070987 214608 214608 3439552 1656865 1782687 1782687 1782687 6068282 0 0 1997295 1945419 1945419 65574 65574 FOREIGN TAX 336 336 BANK FEES 103 103 2011432 2011432 0 0 15034808 18766006 15034808 18766006 0 0 X 15034808 18766006 15034808 18766006 15034808 18766006 4056850 -325652 0 X 0 0 0 X 1899033 2664906 2209091 2500223 4070987 13344240 1899033 2664906 2209091 2500223 4070987 13344240 13344240 13344240 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46 4070987 1945419 18766006 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) 40000 0 BOOK GENERAL SUPPORT SUMMER SEARCH SEATTLE 1109 1ST AVENUE SEATTLE WA 98101 680200138 501(C)(3) 25000 0 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND MUSEUM OF ART 100 RAVINE LANE NE BAINBRIDGE ISLAND WA 98101 270183255 501(C)(3) 276500 0 BOOK GENERAL SUPPORT DARTMOUTH COLLEGE 6066 DEVELOPMENT HANOVER NH 03755 020222111 501(C)(3) 10000 0 BOOK GENERAL SUPPORT STATE THEATER OF ITHACA INC 107 WEST STATE STREET ITHACA NY 14850 501(C)(3) 10000 0 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND LAND TRUST PO BOX 10144 BAINBRIDGE ISLAND WA 98110 911439338 501(C)(3) 30000 0 BOOK GENERAL SUPPORT STARK MOUNTAIN FOUNDATION PO BOX 1221 WAITSFIELD VT 05673 030369897 501(C)(3) 10000 0 BOOK GENERAL SUPPORT GETTYSBURG COLLEGE 300 N WASHINGTON STREET GETTYSBURG PA 17325 311754068 501(C)(3) 168000 0 BOOK GENERAL SUPPORT APOSTOLIC CHRISTIAN HARVESTCALL PO BOX 3797 WEST LAFAYETTE IN 47996 501(C)(3) 50000 0 BOOK GENERAL SUPPORT PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) 8 CARYN LANE WEATOGUE CT 06089 501(C)(3) 19000 0 BOOK GENERAL SUPPORT ACLU 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 501(C)(3) 16000 0 BOOK GENERAL SUPPORT ADAM J LEWIS ACADEMY 500 STATE STREET BRIDGEPORT CT 06604 501(C)(3) 100000 0 BOOK GENERAL SUPPORT BLOOMFIELD CONGREGATIONAL CHURCH 10 WINTONBURY AVENUE BLOOMFIELD CT 06002 501(C)(3) 50000 0 BOOK GENERAL SUPPORT CLUBHOUSE INTERNATIONAL 845 THIRD AVENUE 6TH FLOOR NEW YORK NY 10022 501(C)(3) 20100 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 GREENS FARMS ACADEMY 345 BEACHSIDE AVENUE WESTPORT CT 06880 501(C)(3) 30000 0 BOOK GENERAL SUPPORT HANGAR THEATRE PO BOX 205 ITHACA NY 14850 501(C)(3) 10000 0 BOOK GENERAL SUPPORT HARTFORD HOSPITAL 80 SEYMOUR STREET PO BOX 5037 HARTFORD CT 06102 501(C)(3) 10000 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) 17000 0 BOOK GENERAL SUPPORT MIDWEST FOOD BANK NE (WIRE) 150 MOUNTAIN STREET ELLINGTON CT 06029 501(C)(3) 70000 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 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 501(C)(3) 8100 0 BOOK GENERAL SUPPORT ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 501(C)(3) 7000 0 BOOK GENERAL SUPPORT THE HISTORY CENTER - TOMPKINS COUNTY 110 NORTH TIOGA STREET ITHACA NY 14850 501(C)(3) 15000 0 BOOK GENERAL SUPPORT THE NATURE CONSERVANCY IN NEW HAMPSHIRE 22 BRIDGE STREET 4TH FLOOR CONCORD NH 03301 501(C)(3) 10000 0 BOOK GENERAL SUPPORT WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 501(C)(3) 20000 0 BOOK GENERAL SUPPORT YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE 6TH FLOOR RESTON VA 201911556 501(C)(3) 15000 0 BOOK GENERAL SUPPORT AMERICARES PO BOX 288 STAMFORD CT 06902 501(C)(3) 6100 0 BOOK GENERAL SUPPORT ASSUMPTION UNIVERSITY 500 SALISBURY STREET WORCESTER MA 01609 501(C)(3) 10000 0 BOOK GENERAL SUPPORT ASYLUM HILL CONGREGATIONAL 814 ASYLUM AVENUE HARTFORD CT 06105 501(C)(3) 8250 0 BOOK GENERAL SUPPORT BIG BROTHERS BIG SISTERS 3 PORTSMOUTH AVE 2M STRATHAM NH 03885 501(C)(3) 10000 0 BOOK GENERAL SUPPORT CENTER FOR FURNITURE CRAFTSMANSHIP 25 MILL STREET ROCKPORT ME 04856 501(C)(3) 7000 0 BOOK GENERAL SUPPORT ECSU FOUNDATION INC 83 WINDHAM STREET WILLIMANTIC CT 06226 501(C)(3) 40004 0 BOOK GENERAL SUPPORT FREEDOM ALLIANCE 22570 MARKEY COURT SUITE 240 DULLES VA 20166 501(C)(3) 10000 0 BOOK GENERAL SUPPORT LAKE PLACID LAND CONSERVANCY PO BOX 1250 LAKE PLACID NY 12946 501(C)(3) 10000 0 BOOK GENERAL SUPPORT MEDIA RESEARCH CENTER 1900 CAMPUS COMMONS DR SUITE 600 RESTON VA 20191 501(C)(3) 20000 0 BOOK GENERAL SUPPORT PATIENT AIRLIFT SERVICES 7110 REPUBLIC AIRPORT SUITE 202 FARMINGDALE NY 11735 501(C)(3) 10000 0 BOOK GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 200907166 501(C)(3) 14000 0 BOOK GENERAL SUPPORT POLICE ACTIVITY LEAGUE OF WATERBURY (PAL) 64 DIVISION STREET WATERBURY CT 06704 501(C)(3) 10000 0 BOOK GENERAL SUPPORT SALISBURY SCHOOL 251 CANAAN ROAD SALISBURY CT 06068 501(C)(3) 25000 0 BOOK GENERAL SUPPORT SHATTERPROOF 101 MERRITT 7 1ST FLOOR NORWALK CT 06851 501(C)(3) 10000 0 BOOK GENERAL SUPPORT THE FINGER LAKES LAND TRUST INC 202 EAST COURT STREET ITHACA NY 14850 501(C)(3) 10000 0 BOOK GENERAL SUPPORT VILLAGE AT ITHACA 401 WEST SENECA STREET ITHACA NY 14850 501(C)(3) 100000 0 BOOK GENERAL SUPPORT 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 27.6 OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 MARK W EVERETTE BOARD VICE-PRESIDENT THE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 26% 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 65574 CASH PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) B 19000 CASH