BETA

YHB CHARITABLE ENDOWMENT INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
YHB CHARITABLE ENDOWMENT INC (EIN 26-2552404)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349313708
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-11-16T14:47:06-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060903326PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITTLESEY & HADLEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1280 TRUMBULL STREET 24TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262552404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YHB CHARITABLE ENDOWMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYHBCBusinessNameControlTxt
Phone8605617050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET SUITE 306AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL MARTELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8605617050PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD G SULLIVANPreparerPersonNm
PTINP00579546PTIN
Phone8605223111PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.166.67.13IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm15:46:55IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1298086DC4CC27768D2ED014538A84C18D7F6662AtSubmissionCreationDeviceId
At Submission Filing Device Id1298086DC4CC27768D2ED014538A84C18D7F6662AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL MARTELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET SUITE 306AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,541,642GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressYHBCE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionYHB 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.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,664,906PYContributionsGrantsAmt
CY Contributions Grants$2,209,091CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,783,273PYInvestmentIncomeAmt
CY Investment Income$1,954,454CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,448,179PYTotalRevenueAmt
CY Total Revenue$4,163,545CYTotalRevenueAmt
PY Grants And Similar Paid$1,526,415PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,876,153CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$41,502PYOtherExpensesAmt
CY Other Expenses$47,591CYOtherExpensesAmt
PY Total Expenses$1,567,917PYTotalExpensesAmt
CY Total Expenses$1,923,744CYTotalExpensesAmt
PY Revenues Less Expenses$2,880,262PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,239,801CYRevenuesLessExpensesAmt
Total Assets BOY$10,488,717TotalAssetsBOYAmt
Total Assets EOY$12,747,496TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,488,717NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,747,496NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionYHB 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,923,744ExpenseAmt
Grant$1,876,153GrantAmt
Revenue$0RevenueAmt
DescMANAGE 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$1,923,744TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL MARTELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8605617050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET SUITE 306AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PAUL R MARTEL
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MARK W EVERETTE
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DEL HIGHAM
BOARD MEMBER1.00Yes (X)$0$0$0
DR HOWARD MARK
BOARD MEMBER1.00Yes (X)$0$0$0
BRENDA SULLIVAN
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,209,091AllOtherContributionsAmt
Total Contributions$2,209,091TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$249,329TotalRevenueColumnAmt
Exclusion$249,329ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,083,222SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,378,097SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,705,125SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,705,125TotalRevenueColumnAmt
Exclusion$1,705,125ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,163,545TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,954,454ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,876,153TotalAmt
Program Services$1,876,153ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$47,264TotalAmt
Program Services$47,264ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
FOREIGN TAX$189$189
BANK FEES$138$138

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,923,744TotalAmt
Program Services$1,923,744ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,488,717BOYAmt
EOY$12,747,496EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,488,717BOYAmt
EOY$12,747,496EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,488,717BOYAmt
EOY$12,747,496EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,488,717BOYAmt
EOY$12,747,496EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,488,717BOYAmt
EOY$12,747,496EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,239,801ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$18,978NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$836,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,595,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,899,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,664,906CurrentTaxYearMinus1YearAmt
Current Tax Year$2,209,091CurrentTaxYearAmt
Total$9,204,787TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$836,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,595,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,899,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,664,906CurrentTaxYearMinus1YearAmt
Current Tax Year$2,209,091CurrentTaxYearAmt
Total$9,204,787TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$9,204,787PublicSupportTotal170Amt
Total Support$9,204,787TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Contri$2,209,091DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,876,153DonorAdvisedFundsGrantsAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
BAINBRIDGE SCHOOLS FOUNDATION
8489 MADISONBAINBRIDGE ISLANDWA98110911427019501(C)(3)$20,000BOOKGENERAL SUPPORT
ADVOCACY CENTER OF TOMPKINS COUNTY
PO BOX 164ITHACANY14851222237195501(C)(3)$10,000BOOKGENERAL SUPPORT
EDITH B FORD MEMORIAL LIBRARY
PO BOX 410OVIDNY14521150625873501(C)(3)$10,000BOOKGENERAL SUPPORT
FRIENDS OF THE ITHACA YOUTH BUREAU
1 JAMES L GIBBSITHACANY14850271480389501(C)(3)$40,000BOOKGENERAL SUPPORT
THE UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT05401501(C)(3)$30,000BOOKGENERAL SUPPORT
INGENUITYNE INC
400 WOODLAND AVENUE PO BOX 940BLOOMFIELDCT06002455482105501(C)(3)$50,000BOOKGENERAL SUPPORT
BURKE MOUNTAIN ACADEMY INC
60 ALPINE LANEEAST BURKEVT05832030225997501(C)(3)$100,000BOOKGENERAL SUPPORT
SUMMER SEARCH SEATTLE
1109 1ST AVENUESEATTLEWA98101680200138501(C)(3)$25,000BOOKGENERAL SUPPORT
BAINBRIDGE ISLAND MUSEUM OF ART
100 RAVINE LANE NEBAINBRIDGE ISLANDWA98101270183255501(C)(3)$43,000BOOKGENERAL SUPPORT
DARTMOUTH COLLEGE
6066 DEVELOPMENTHANOVERNH03755020222111501(C)(3)$10,000BOOKGENERAL SUPPORT
ELON UNIVERSITY
2600 CAMPUS BOXELONNC27244560532303501(C)(3)$330,000BOOKGENERAL SUPPORT
STATE THEATER OF ITHACA INC
107 WEST STATE STREETITHACANY14850501(C)(3)$10,000BOOKGENERAL SUPPORT
BAINBRIDGE ISLAND LAND TRUST
PO BOX 10144BAINBRIDGE ISLANDWA98110911439338501(C)(3)$5,000BOOKGENERAL SUPPORT
STARK MOUNTAIN FOUNDATION
PO BOX 1221WAITSFIELDVT05673030369897501(C)(3)$140,000BOOKGENERAL SUPPORT
US HORSE WELFARE AND RESCUE INC
345 WATERVILLE ROADAVONCT06001815426839501(C)(3)$10,000BOOKGENERAL SUPPORT
GETTYSBURG COLLEGE
300 N WASHINGTON STREETGETTYSBURGPA17325311754068501(C)(3)$111,000BOOKGENERAL SUPPORT
RUNNING TO PLACE THEATER COMPANY
1013 WEST STATE STREETITHACANY14850501(C)(3)$10,000BOOKGENERAL SUPPORT
THE HISTORY CENTER - TOMPKINS COUNTY
401 EAST STATE STREETITHACANY14850501(C)(3)$10,000BOOKGENERAL SUPPORT
WILLISTON NORTHAMPTON SCHOOL
19 PAYSON AVENUEEASTHAMPTONMA01027501(C)(3)$20,000BOOKGENERAL SUPPORT
ONE CITY 2 FUND AT ROCHESTER AREA
500 EAST AVENUEROCHESTERNY14607501(C)(3)$130,000BOOKGENERAL SUPPORT
THE MUSSAR INSTITUTE USA
6545 SW 133RD DRIVEPINECRESTFL33156501(C)(3)$5,500BOOKGENERAL SUPPORT
APOSTOLIC CHRISTIAN CHURCH
34 MIDDLE BUTCHERELLINGTONCT06029501(C)(3)$8,500BOOKGENERAL SUPPORT
COLLEGE OF THE HOLY CROSS
1 COLLEGE STREETWORCESTERMA01610501(C)(3)$125,000BOOKGENERAL SUPPORT
FAIRFIELD UNIVERSITY
1073 NORTH VENSONFAIRFIELDCT06824501(C)(3)$25,000BOOKGENERAL SUPPORT
CORPUS CHRISTI PARISH
98 SUMMERPORTSMOUTHNH03801501(C)(3)$10,000BOOKGENERAL SUPPORT
GATHER
210 WEST ROADPORTSMOUTHNH03801501(C)(3)$25,000BOOKGENERAL SUPPORT
PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH)
8 CARYN LANEWEATOGUECT06089501(C)(3)$7,300BOOKGENERAL SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationYHB 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 (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
PAUL R MARTEL
BOARD PRESIDENTTHE BOARD PRESIDENT IS EMPLOYED AND OWNS 48% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS.0
MARK W EVERETTE
BOARD VICE-PRESIDENTTHE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 30% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE PRESIDENT AND VICE PRESIDENT OWN 45% AND 7%, RESPECTIVELY OF YHB INVESTMENT ADVISORS, INC. WHICH MANAGES THE FUNDS.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE FORM IS SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1YHB INVESTMENT ADVISORS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET SUITE 306AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
EIN061283359EIN
Primary ActivitiesINVESTMENT MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeN/APredominantIncomeTypeTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
YHB INVESTMENT ADVISORS INC
M$47,264CASH
PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH)
B$7,300CASH

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