2021-11-15T14:28:29-06:00 2020-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2020-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 PAUL MARTEL PRESIDENT 8605617050 2021-11-15 1 PAUL MARTEL 999009999 EDWARD G SULLIVAN P00579546 8605223111 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAUL MARTEL 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 6257933 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. 5 5 0 0 0 0 2209091 2490223 0 0 1954454 1560779 0 0 4163545 4051002 1876153 1775607 0 0 0 0 0 0 0 47591 53647 1923744 1829254 2239801 2221748 12747496 15034808 0 0 12747496 15034808 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 1829254 1775607 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 1829254 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 5 5 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 DEL HIGHAM BOARD MEMBER 1.00 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 2490223 2490223 229266 229266 3538444 2206931 1331513 1331513 1331513 4051002 0 0 1560779 1775607 1775607 53289 53289 FOREIGN TAX 225 225 BANK FEES 133 133 1829254 1829254 0 0 12747496 15034808 12747496 15034808 0 0 X 12747496 15034808 12747496 15034808 12747496 15034808 2221748 65564 0 X 0 0 0 X 1595135 1899033 2664906 2209091 2500223 10868388 1595135 1899033 2664906 2209091 2500223 10868388 10868388 10868388 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39 2490223 1775607 15034808 1 1 0 1 BAINBRIDGE SCHOOLS FOUNDATION 8489 MADISON BAINBRIDGE ISLAND WA 98110 911427019 501(C)(3) 10000 BOOK GENERAL SUPPORT FRIENDS OF THE ITHACA YOUTH BUREAU 1 JAMES L GIBBS ITHACA NY 14850 271480389 501(C)(3) 25000 BOOK GENERAL SUPPORT BURKE MOUNTAIN ACADEMY INC 60 ALPINE LANE EAST BURKE VT 05832 030225997 501(C)(3) 10000 BOOK GENERAL SUPPORT SUMMER SEARCH SEATTLE 1109 1ST AVENUE SEATTLE WA 98101 680200138 501(C)(3) 50000 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND MUSEUM OF ART 100 RAVINE LANE NE BAINBRIDGE ISLAND WA 98101 270183255 501(C)(3) 40000 BOOK GENERAL SUPPORT DARTMOUTH COLLEGE 6066 DEVELOPMENT HANOVER NH 03755 020222111 501(C)(3) 10000 BOOK GENERAL SUPPORT STATE THEATER OF ITHACA INC 107 WEST STATE STREET ITHACA NY 14850 501(C)(3) 60000 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND LAND TRUST PO BOX 10144 BAINBRIDGE ISLAND WA 98110 911439338 501(C)(3) 50000 BOOK GENERAL SUPPORT STARK MOUNTAIN FOUNDATION PO BOX 1221 WAITSFIELD VT 05673 030369897 501(C)(3) 30000 BOOK GENERAL SUPPORT US HORSE WELFARE AND RESCUE INC 345 WATERVILLE ROAD AVON CT 06001 815426839 501(C)(3) 5000 BOOK GENERAL SUPPORT GETTYSBURG COLLEGE 300 N WASHINGTON STREET GETTYSBURG PA 17325 311754068 501(C)(3) 125000 BOOK GENERAL SUPPORT APOSTOLIC CHRISTIAN CHURCH 34 MIDDLE BUTCHER ELLINGTON CT 06029 501(C)(3) 6000 BOOK GENERAL SUPPORT GATHER 210 WEST ROAD PORTSMOUTH NH 03801 501(C)(3) 25000 BOOK GENERAL SUPPORT PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) 8 CARYN LANE WEATOGUE CT 06089 501(C)(3) 9650 BOOK GENERAL SUPPORT ACLU 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 501(C)(3) 10000 BOOK GENERAL SUPPORT ADAM J LEWIS ACADEMY 500 STATE STREET BRIDGEPORT CT 06604 501(C)(3) 100000 BOOK GENERAL SUPPORT ALZHEIMERS FOUNDATION OF AMERICA 322 EIGHTH AVENUE 16TH FLOOR NEW YORK NY 10001 501(C)(3) 5000 BOOK GENERAL SUPPORT AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10001 501(C)(3) 19200 BOOK GENERAL SUPPORT BAINBRIDGE ARTISAN RESOURCE NETWORK 8890 THREE TREE LANE NE BAINBRIDGE ISLAND WA 98110 501(C)(3) 5000 BOOK GENERAL SUPPORT BLOOMFIELD CONGREGATIONAL CHURCH 10 WINTONBURY AVENUE BLOOMFIELD CT 06002 501(C)(3) 40000 BOOK GENERAL SUPPORT BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK NY 10271 501(C)(3) 5000 BOOK GENERAL SUPPORT CHAMPLAIN COLLEGE 163 SOUTH WILLARD STREET BURLINGTON VT 054020670 501(C)(3) 10000 BOOK GENERAL SUPPORT CLUBHOUSE INTERNATIONAL 845 THIRD AVENUE 6TH FLOOR NEW YORK NY 10022 501(C)(3) 5000 BOOK GENERAL SUPPORT COLLEGE OF THE HOLY CROSS PO BOX DEV 1 COLLEGE STREET WORCESTER MA 01610 501(C)(3) 100000 BOOK GENERAL SUPPORT CROSS ROADS HOUSE 600 LAFAYETTE ROAD PORTSMOUTH NH 03801 501(C)(3) 35000 BOOK GENERAL SUPPORT ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK NY 10010 501(C)(3) 55000 BOOK GENERAL SUPPORT FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 501(C)(3) 25000 BOOK GENERAL SUPPORT FEEDING CHITENDEN 228 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 501(C)(3) 45000 BOOK GENERAL SUPPORT FOOD SHARE 450 WOODLAND AVNEUE BLOOMFIELD CT 06002 501(C)(3) 11950 BOOK GENERAL SUPPORT FRIENDS OF STEWART PARK 1001 WEST SENECASTREET STE 101 ITHACA NY 14850 501(C)(3) 10000 BOOK GENERAL SUPPORT GREEN MOUNTAIN CLUB 4711 WATERBURY-STOWE ROAD WATERBURY CENTER VT 05677 501(C)(3) 5000 BOOK GENERAL SUPPORT GREENS FARMS ACADEMY 345 BEACHSIDE AVENUE WESTPORT CT 06880 501(C)(3) 30000 BOOK GENERAL SUPPORT HANGAR THEATRE PO BOX 205 ITHACA NY 14850 501(C)(3) 10000 BOOK GENERAL SUPPORT HARTFORD HOSPITAL 80 SEYMOUR STREET PO BOX 5037 HARTFORD CT 06102 501(C)(3) 10000 BOOK GENERAL SUPPORT HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 200024999 501(C)(3) 5000 BOOK GENERAL SUPPORT INTERVALE CENTER 180 INTERVAL ROAD BURLINGTON VT 05401 501(C)(3) 5000 BOOK GENERAL SUPPORT LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET 5TH FLOOR ARLINGTON VA 22201 501(C)(3) 7500 BOOK GENERAL SUPPORT MCLEAN AFFILIATES INC 75 GREAT POND ROAD SIMSBURY CT 06070 501(C)(3) 35000 BOOK GENERAL SUPPORT MIDWEST FOOD BANK NE (WIRE) 150 MOUNTAIN STREET ELLINGTON CT 06029 501(C)(3) 50000 BOOK GENERAL SUPPORT MONTPELIER ALIVE 39 MAIN STREET MONTPELIER VT 05401 501(C)(3) 5000 BOOK GENERAL SUPPORT NEW CASTLE PUBLIC LIBRARY PO BOX 329 NEW CASTLE NH 03854 501(C)(3) 7500 BOOK GENERAL SUPPORT PACIFIC NORTHWEST BALLET 301 MERCER STREET SEATTLE WA 98109 501(C)(3) 10000 BOOK GENERAL SUPPORT PROPUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 501(C)(3) 5000 BOOK GENERAL SUPPORT RAINIER SCHOLARS 2100 24TH AVENUE SOUTH SUITE 306 SEATTLE WA 981444646 501(C)(3) 10000 BOOK GENERAL SUPPORT ROSIES PLACE 889 HARRISON AVENUE BOSTON MA 02118 501(C)(3) 5000 BOOK GENERAL SUPPORT SALVATION ARMY OF GREATER WATERBURY 74 CENERAL AVENUE WATERBURY CT 06702 501(C)(3) 5000 BOOK GENERAL SUPPORT SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 501(C)(3) 10000 BOOK GENERAL SUPPORT ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 501(C)(3) 5000 BOOK GENERAL SUPPORT THE DREAM PROGRAM PO BOX 361 WINOOSKI VT 05404 501(C)(3) 5000 BOOK GENERAL SUPPORT THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 501(C)(3) 5000 BOOK GENERAL SUPPORT THE HISTORY CENTER - TOMPKINS COUNTY 110 NORTH TIOGA STREET ITHACA NY 14850 501(C)(3) 10000 BOOK GENERAL SUPPORT THE NATURE CONSERVANCY IN NEW HAMPSHIRE 22 BRIDGE STREET 4TH FLOOR CONCORD NH 03301 501(C)(3) 5000 BOOK GENERAL SUPPORT THE UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 501(C)(3) 30000 BOOK GENERAL SUPPORT WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 501(C)(3) 10000 BOOK GENERAL SUPPORT YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE 6TH FLOOR FLOOR RESTON VA 201911556 501(C)(3) 10000 BOOK GENERAL SUPPORT CATHOLIC ACADEMY BRIDGEPORT 63 PEQUONNOCK STREET BRIDGEPORT CT 06606 501(C)(3) 100000 BOOK GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 200907166 501(C)(3) 16000 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 36% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 MARK W EVERETTE BOARD VICE-PRESIDENT THE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 30% 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 53289 CASH PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) B 9650 CASH