2020-11-16T14:47:06-06:00 2019-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2019-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 PAUL MARTEL PRESIDENT 8605617050 2020-11-16 1 EDWARD G SULLIVAN P00579546 8605223111 72.166.67.13 2020-11-16 15:46:55 ES P 1298086DC4CC27768D2ED014538A84C18D7F6662 1298086DC4CC27768D2ED014538A84C18D7F6662 2019 2021-01-29 14:40:06Z PAUL MARTEL 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 6541642 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 2664906 2209091 0 0 1783273 1954454 0 0 4448179 4163545 1526415 1876153 0 0 0 0 0 0 0 41502 47591 1567917 1923744 2880262 2239801 10488717 12747496 0 0 10488717 12747496 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 1923744 1876153 0 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 1923744 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 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 2209091 2209091 249329 249329 4083222 2378097 1705125 1705125 1705125 4163545 0 0 1954454 1876153 1876153 47264 47264 FOREIGN TAX 189 189 BANK FEES 138 138 1923744 1923744 0 0 10488717 12747496 10488717 12747496 0 0 X 10488717 12747496 10488717 12747496 10488717 12747496 2239801 18978 0 X 0 0 0 X 836622 1595135 1899033 2664906 2209091 9204787 836622 1595135 1899033 2664906 2209091 9204787 9204787 9204787 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2209091 1876153 1 1 0 1 BAINBRIDGE SCHOOLS FOUNDATION 8489 MADISON BAINBRIDGE ISLAND WA 98110 911427019 501(C)(3) 20000 BOOK GENERAL SUPPORT ADVOCACY CENTER OF TOMPKINS COUNTY PO BOX 164 ITHACA NY 14851 222237195 501(C)(3) 10000 BOOK GENERAL SUPPORT EDITH B FORD MEMORIAL LIBRARY PO BOX 410 OVID NY 14521 150625873 501(C)(3) 10000 BOOK GENERAL SUPPORT FRIENDS OF THE ITHACA YOUTH BUREAU 1 JAMES L GIBBS ITHACA NY 14850 271480389 501(C)(3) 40000 BOOK GENERAL SUPPORT THE UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 501(C)(3) 30000 BOOK GENERAL SUPPORT INGENUITYNE INC 400 WOODLAND AVENUE PO BOX 940 BLOOMFIELD CT 06002 455482105 501(C)(3) 50000 BOOK GENERAL SUPPORT BURKE MOUNTAIN ACADEMY INC 60 ALPINE LANE EAST BURKE VT 05832 030225997 501(C)(3) 100000 BOOK GENERAL SUPPORT SUMMER SEARCH SEATTLE 1109 1ST AVENUE SEATTLE WA 98101 680200138 501(C)(3) 25000 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND MUSEUM OF ART 100 RAVINE LANE NE BAINBRIDGE ISLAND WA 98101 270183255 501(C)(3) 43000 BOOK GENERAL SUPPORT DARTMOUTH COLLEGE 6066 DEVELOPMENT HANOVER NH 03755 020222111 501(C)(3) 10000 BOOK GENERAL SUPPORT ELON UNIVERSITY 2600 CAMPUS BOX ELON NC 27244 560532303 501(C)(3) 330000 BOOK GENERAL SUPPORT STATE THEATER OF ITHACA INC 107 WEST STATE STREET ITHACA NY 14850 501(C)(3) 10000 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND LAND TRUST PO BOX 10144 BAINBRIDGE ISLAND WA 98110 911439338 501(C)(3) 5000 BOOK GENERAL SUPPORT STARK MOUNTAIN FOUNDATION PO BOX 1221 WAITSFIELD VT 05673 030369897 501(C)(3) 140000 BOOK GENERAL SUPPORT US HORSE WELFARE AND RESCUE INC 345 WATERVILLE ROAD AVON CT 06001 815426839 501(C)(3) 10000 BOOK GENERAL SUPPORT GETTYSBURG COLLEGE 300 N WASHINGTON STREET GETTYSBURG PA 17325 311754068 501(C)(3) 111000 BOOK GENERAL SUPPORT RUNNING TO PLACE THEATER COMPANY 1013 WEST STATE STREET ITHACA NY 14850 501(C)(3) 10000 BOOK GENERAL SUPPORT THE HISTORY CENTER - TOMPKINS COUNTY 401 EAST STATE STREET ITHACA NY 14850 501(C)(3) 10000 BOOK GENERAL SUPPORT WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 501(C)(3) 20000 BOOK GENERAL SUPPORT ONE CITY 2 FUND AT ROCHESTER AREA 500 EAST AVENUE ROCHESTER NY 14607 501(C)(3) 130000 BOOK GENERAL SUPPORT THE MUSSAR INSTITUTE USA 6545 SW 133RD DRIVE PINECREST FL 33156 501(C)(3) 5500 BOOK GENERAL SUPPORT APOSTOLIC CHRISTIAN CHURCH 34 MIDDLE BUTCHER ELLINGTON CT 06029 501(C)(3) 8500 BOOK GENERAL SUPPORT COLLEGE OF THE HOLY CROSS 1 COLLEGE STREET WORCESTER MA 01610 501(C)(3) 125000 BOOK GENERAL SUPPORT FAIRFIELD UNIVERSITY 1073 NORTH VENSON FAIRFIELD CT 06824 501(C)(3) 25000 BOOK GENERAL SUPPORT CORPUS CHRISTI PARISH 98 SUMMER PORTSMOUTH NH 03801 501(C)(3) 10000 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) 7300 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 48% 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 45% AND 7%, 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 47264 CASH PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) B 7300 CASH