YHB CHARITABLE ENDOWMENT INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- YHB CHARITABLE ENDOWMENT INC (EIN 26-2552404)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-09
- IRS object ID
- 202532529349300748
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-09T12:23:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061071692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARPERWHITFIELD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 FARMINGTON AVENUE | AddressLine1Txt |
| City | FARMINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262552404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YHB CHARITABLE ENDOWMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YHBC | BusinessNameControlTxt |
| Phone | 8605617050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET SUITE 306 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL R MARTEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8605617050 | PhoneNum |
| Signature | 2025-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETH A THURZ | PreparerPersonNm |
| PTIN | P00346435 | PTIN |
| Phone | 8606779188 | PhoneNum |
| Preparation | 2025-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL R MARTEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET SUITE 306 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,762,398 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | 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 AMOUNTS, 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,149,848 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,826,902 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,295,304 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,980,879 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,445,152 | PYTotalRevenueAmt |
| CY Total Revenue | $6,807,781 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,046,501 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,633,873 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,704 | PYOtherExpensesAmt |
| CY Other Expenses | $91,836 | CYOtherExpensesAmt |
| PY Total Expenses | $2,126,205 | PYTotalExpensesAmt |
| CY Total Expenses | $2,725,709 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,318,947 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,082,072 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,008,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,564,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,008,128 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,564,715 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 AMOUNTS, 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,725,709 | ExpenseAmt |
| Grant | $2,633,873 | GrantAmt |
| Desc | MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. | Desc |
| Total Program Service Expenses | $2,725,709 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL R MARTEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605617050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET SUITE 306 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL R MARTEL | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK W EVERETTE | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE SPACE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,826,902 | AllOtherContributionsAmt |
| Total Contributions | $2,826,902 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $635,390 | TotalRevenueColumnAmt |
| Exclusion | $635,390 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,300,106 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,954,617 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,345,489 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,345,489 | TotalRevenueColumnAmt |
| Exclusion | $3,345,489 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,807,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,980,879 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,633,873 | TotalAmt |
| Program Services | $2,633,873 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,836 | TotalAmt |
| Program Services | $91,836 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,725,709 | TotalAmt |
| Program Services | $2,725,709 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,008,128 | BOYAmt |
| EOY | $28,564,715 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,008,128 | BOYAmt |
| EOY | $28,564,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,008,128 | BOYAmt |
| EOY | $28,564,715 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,008,128 | BOYAmt |
| EOY | $28,564,715 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,008,128 | BOYAmt |
| EOY | $28,564,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,082,072 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$525,485 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,500,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,070,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,104,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,149,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,826,902 | CurrentTaxYearAmt |
| Total | $18,652,096 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,500,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,070,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,104,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,149,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,826,902 | CurrentTaxYearAmt |
| Total | $18,652,096 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,967,413 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,684,683 | PublicSupportTotal170Amt |
| Total Support | $18,652,096 | TotalSupportAmt |
| Public Support CY170 | 0.57280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 51 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,826,902 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,633,873 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $28,564,715 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ADAM J LEWIS ACADEMY | |||||||||
| 500 STATE STREET | BRIDGEPORT | CT | 06604 | 453859735 | 501(C)3 | $25,000 | $0 | GENERAL SUPPORT | |
| ADIRONDACK FOUNDATION | |||||||||
| PO BOX 288 | LAKE PLACID | NY | 12975 | 161535724 | 501(C)3 | $7,500 | $0 | GENERAL SUPPORT | |
| ADIRONDACK MEDICAL CENTER | |||||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | 141731786 | 501(C)3 | $50,000 | $0 | GENERAL SUPPORT | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | 133871360 | 501(C)3 | $9,000 | $0 | GENERAL SUPPORT | |
| AMERICARES | |||||||||
| PO BOX 288 | STAMFORD | CT | 06032 | 061008595 | 501(C)3 | $8,500 | $0 | GENERAL SUPPORT | |
| ASYLUM HILL CONGREGATIONAL | |||||||||
| 814 ASYLUM AVENUE | HARTFORD | CT | 06105 | 060646544 | 501(C)3 | $5,500 | $0 | GENERAL SUPPORT | |
| BARKEATER TRAIL ALLIANCE | |||||||||
| PO BOX 843 | LAKE PLACID | NY | 12946 | 141690270 | 501(C)3 | $85,000 | $0 | GENERAL SUPPORT | |
| BIG BROTHERS BIG SISTERS | |||||||||
| 3 PORTSMOUTH AVE 2M | STRATHAM | NH | 03885 | 020348477 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| BLOOMFIELD CONGREGATIONAL CHURCH | |||||||||
| 10 WINTONBURY AVE | BLOOMFIELD | CT | 06002 | 501(C)3 | $40,000 | $0 | GENERAL SUPPORT | ||
| BOYS & GIRLS CLUB OF GREATER WATERBURY | |||||||||
| ATTN DEVELOPMENT 1037 EAST MAIN | WATERBURY | CT | 06705 | 060646551 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | STREET |
| CATHOLIC ACADEMY OF BRIDGEPORT | |||||||||
| 63 PEQUONNOCK STREET | BRIDGEPORT | CT | 06604 | 501(C)3 | $65,000 | $0 | GENERAL SUPPORT | ||
| CROSS ROADS HOUSE | |||||||||
| 600 LAFAYETTE RD | PORTSMOUTH | NH | 03801 | 222549963 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | |
| CT INSTITUTE FOR REFUGEES AND IMMIGRANTS | |||||||||
| 670 CLINTON AVE | BRIDGEPORT | CT | 06605 | 060669118 | 501(C)3 | $13,650 | $0 | GENERAL SUPPORT | |
| DISCOVER CAYUGA LAKE | |||||||||
| 110 NORTH TIOGA STREET SUITE 303 | ITHACA | NY | 14850 | 843370855 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | |
| EVANS SCHOLARS FOUNDATION | |||||||||
| 2501 PATROIT BLVD | GLENVIEW | IL | 60026 | 362518129 | 501(C)3 | $25,000 | $0 | GENERAL SUPPORT | |
| FAIRFIELD UNIVERSITY | |||||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | 060646623 | 501(C)3 | $26,000 | $0 | GENERAL SUPPORT | |
| FEEDING CHITTENDEN | |||||||||
| PO BOX 1594 | BURLINGTON | VT | 05402 | 030216837 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| FINGER LAKES COMMUNITY COLLEGE FOUNDATION | |||||||||
| 3325 MARVIN SANDS DRIVE | CANADAIGUA | NY | 14424 | 222309677 | 501(C)3 | $6,000 | $0 | GENERAL SUPPORT | |
| FREEDOM ALLIANCE | |||||||||
| DEVELOPMENT OFFICE 22570 MARKEY | DULLES | VA | 20166 | 541411430 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | COURT SUITE 240 |
| FRIENDS OF ITHACA YOUTH BUREAU CDP FUND | |||||||||
| PO BOX 4198 | ITHACA | NY | 14850 | 271480389 | 501(C)3 | $35,000 | $0 | GENERAL SUPPORT | |
| GATHER | |||||||||
| 210 WEST ROAD 3 | PORTSMOUTH | NH | 03801 | 020226943 | 501(C)3 | $50,000 | $0 | GENERAL SUPPORT | |
| GETTYSBURG COLLEGE | |||||||||
| 300 N WASHINGTON STREET BOX 423 | GETTYSBURG | PA | 17325 | 231352641 | 501(C)3 | $100,000 | $0 | GENERAL SUPPORT | |
| GRANITE YMCA | |||||||||
| 670 N COMMERCIAL ST 103 | MANCHESTER | NH | 03101 | 020222248 | 501(C)3 | $12,000 | $0 | GENERAL SUPPORT | |
| HORSEOF CONNECTICUT INC | |||||||||
| 43 WILBUR ROAD | WASHINGTON | CT | 06777 | 222611615 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | |
| HANGAR THEATHER | |||||||||
| PO BOX 205 | ITHACA | NY | 14850 | 160902355 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| HARTFORD PROMISE | |||||||||
| ATTN JOE ZWEIBEL 750 MAIN ST | HARTFORD | CT | 06103 | 810924703 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | |
| HARTFORD SYMPHONY ORCHESTRA | |||||||||
| ATTN DEVELOPMENT 166 CAPITOL AVE | HARTFORD | CT | 06106 | 060637319 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| HEART TRUST | |||||||||
| 51 ELMWOOD DRIVE | SOUTHPORT | CT | 06890 | 205536661 | 501(C)3 | $25,000 | $0 | GENERAL SUPPORT | |
| HERITAGE FOUNDATION | |||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | 237327730 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| HORIZONS GFA | |||||||||
| 35 BEACHSIDE AVE | WESTPORT | CT | 06880 | 061468129 | 501(C)3 | $105,000 | $0 | GENERAL SUPPORT | |
| INTERVALE CENTER | |||||||||
| 180 INTERVAL ROAD | BURLINGTON | VT | 05401 | 030329656 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | |
| MORTON BLACKWELL LEADERSHIP INSTITUTE | |||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | 510235174 | 501(C)3 | $20,000 | $0 | GENERAL SUPPORT | |
| MERCY LEARNING CENTER | |||||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | 222859879 | 501(C)3 | $70,000 | $0 | GENERAL SUPPORT | |
| MIDWEST FOOD BANK NEW ENGLAND | |||||||||
| 440 ADAMS ST | MANCHESTER | CT | 06042 | 501(C)3 | $12,500 | $0 | GENERAL SUPPORT | ||
| MONARCH SCHOOL OF NEW ENGLAND | |||||||||
| PO BOX 1921 105 EASTERN AVENUE | ROCHESTER | NH | 03867 | 020315196 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | |
| NATIONAL PARKS FOUNDATION | |||||||||
| PO BOX 17395 | BALTIMORE | MD | 21298 | 501(C)3 | $5,500 | $0 | GENERAL SUPPORT | ||
| NEW HARTFORD GARDEN CLUB | |||||||||
| PO BOX 29 | NEW HARTFORD | CT | 06057 | 066084106 | 501(C)3 | $6,000 | $0 | GENERAL SUPPORT | |
| NUVANCE HEALTH FOUNDATION | |||||||||
| PO BOX 22539 | NEW YORK | NY | 10087 | 501(C)3 | $50,000 | $0 | GENERAL SUPPORT | ||
| PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) | |||||||||
| 8 CARYN LANE | WEATOGUE | CT | 06089 | 462196101 | 501(C)3 | $11,550 | $0 | GENERAL SUPPORT | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | 131644147 | 501(C)3 | $18,400 | $0 | GENERAL SUPPORT | |
| POLICE ACTIVITY LEAGUE OF WATERBURY (PAL) | |||||||||
| 64 DIVISION STREET | WATERBURY | CT | 06704 | 208262614 | 501(C)3 | $20,000 | $0 | GENERAL SUPPORT | |
| RIDGEFIELD PLAYHOUSE | |||||||||
| 80 EAST RIDGE ROAD | RIDGEFIELD | CT | 06877 | 061463501 | 501(C)3 | $40,000 | $0 | GENERAL SUPPORT | |
| SALISBURY SCHOOL | |||||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | 060646888 | 501(C)3 | $35,000 | $0 | GENERAL SUPPORT | |
| SAN GERONIMO VALLEY COMMUNITY CENTER | |||||||||
| PO BOX 194 | SAN GERONIMO | CA | 94963 | 237172128 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | |
| SOUTHERN POVERTY LAW CENTER | |||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | 630598743 | 501(C)3 | $6,100 | $0 | GENERAL SUPPORT | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)3 | $9,000 | $0 | GENERAL SUPPORT | |
| STATE THEATER OF ITHACA | |||||||||
| 107 WEST STATE STREET | ITHACA | NY | 14850 | 300520118 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| THE NATURE COSERVANCY IN NH | |||||||||
| 11 SOUTH MAIN ST STE 203 | CONCORD | NH | 03854 | 530242652 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| THE NEW CASTLE PUBLIC LIBRARY | |||||||||
| PO BOX 329 | NEW CASTLE | NH | 03854 | 510102644 | 501(C)3 | $15,000 | $0 | GENERAL SUPPORT | |
| THE ROWE CENTER | |||||||||
| 22 KINGS HIGHWAY | ROWE | MA | 01367 | 042162408 | 501(C)3 | $61,000 | $0 | GENERAL SUPPORT | |
| THE UCONN FOUNDATION INC | |||||||||
| 2390 ALUMNI DR UNIT 3206 | STORRS | CT | 06269 | 066070722 | 501(C)3 | $12,500 | $0 | GENERAL SUPPORT | |
| THE TOWN OF NEW CASTLE | |||||||||
| PO BOX 367 | NEW CASTLE | NH | 03854 | 501(C)3 | $10,000 | $0 | GENERAL SUPPORT | ||
| UNIVERSITY OF VERMONT FOUNDATION | |||||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | 451556038 | 501(C)3 | $40,000 | $0 | GENERAL SUPPORT | |
| WILLISTON NORTHAMPTON SCHOOL | |||||||||
| 19 PAYSON AVE | EASTHAMPTON | MA | 01027 | 041975990 | 501(C)3 | $25,000 | $0 | GENERAL SUPPORT | |
| YOUNG AMERICA'S FOUNDATION | |||||||||
| 11480 COMMERCE PARK DRIVE SIXTH | RESTON | VA | 20191 | 237042029 | 501(C)3 | $18,500 | $0 | GENERAL SUPPORT | FLOOR |
| CONNECTICUT FOODSHARE | |||||||||
| 2 RESEARCH PARKWAY WALLINGFORD | WALLINGFORD | CT | 06492 | 061063025 | 501(C)3 | $5,050 | $0 | GENERAL SUPPORT | |
| MEDIA RESEARCH COUNCIL | |||||||||
| 29 SOUTH MAIN STREET FLOOR | WEST HARTFORD | CT | 06107 | 501(C)3 | $25,000 | $0 | GENERAL SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 88 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PAUL R MARTEL | |||
| BOARD PRESIDENT | $0 | THE BOARD PRESIDENT IS EMPLOYED AND OWNS 24.24% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. | 0 |
| MARK W EVERETTE | |||
| BOARD VICE PRESIDENT | $0 | THE BOARD VICE PRESIDENT IS EMPLOYED AND OWNS 23.38% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. | 0 |
| ANNE SPACE | |||
| BOARD TREASURER | THE BOARD TREASURER IS EMPLOYED AND OWNS 9.51% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. | 0 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT AND VICE PRESIDENT OWN 24.24% AND 23.38%, 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YHB INVESTMENT ADVISORS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET STE 306 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061283359 | EIN |
| Primary Activities | INVESTMENT MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Entity Type | S | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YHB INVESTMENT ADVISORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $91,836 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments