2019-11-15T09:17:29-06:00 2018-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2018-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 MARK W EVERETTE VICE PRESIDENT 8605617050 2019-11-15 1 EDWARD G SULLIVAN P00579546 8605223111 198.0.144.57 2019-11-15 10:17:20 ES P 169897F7DDA4048567BA6BE3D4818AF23D50D96C 169897F7DDA4048567BA6BE3D4818AF23D50D96C 2018 2020-03-31 21:24:44Z MARK W EVERETTE 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 6712115 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 1899033 2664906 0 0 723796 1783273 0 0 2622829 4448179 633399 1526415 0 0 0 0 0 0 0 34380 41502 667779 1567917 1955050 2880262 9567942 10488717 0 0 9567942 10488717 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 1567917 1526415 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 1567917 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 2664906 2664906 218706 218706 3828503 2263936 1564567 1564567 1564567 4448179 0 0 1783273 1523065 1523065 3350 3350 41092 41092 BANK FEES 282 282 FOREIGN TAX 128 128 1567917 1567917 0 0 9567942 10488717 9567942 10488717 0 0 X 9567942 10488717 9567942 10488717 9567942 10488717 2880262 -1959487 0 X 0 0 0 X 2513265 836622 1595135 1899033 2664906 9508961 2513265 836622 1595135 1899033 2664906 9508961 9508961 9508961 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 2664906 1551698 1 1 0 1 DEMOCRACY NOW PRODUCTIONS INC 207 W 25TH STREET 11TH FLOOR NEW YORK NY 10001 010708733 501(C)(3) 10000 BOOK GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 131644147 501(C)(3) 8000 BOOK GENERAL SUPPORT BAINBRIDGE SCHOOLS FOUNDATION 8489 MADISON BAINBRIDGE ISLAND WA 98110 911427019 501(C)(3) 21000 BOOK GENERAL SUPPORT ADVOCACY CENTER OF TOMPKINS COUNTY PO BOX 164 ITHACA NY 14851 222237195 501(C)(3) 10000 BOOK GENERAL SUPPORT GREEN FARMS ACADEMY PO BOX 998 GREEN FARMS CT 06838 060733693 501(C)(3) 39500 BOOK GENERAL SUPPORT EDITH B FORD MEMORIAL LIBRARY PO BOX 410 OVID NY 14521 150625873 501(C)(3) 10000 BOOK GENERAL SUPPORT DREAM PROGRAM PO BOX 361 WINOOSKI VT 05404 260030908 501(C)(3) 5000 BOOK GENERAL SUPPORT FRIENDS OF THE ITHACA YOUTH BUREAU 1 JAMES L GIBBS ITHACA NY 14850 271480389 501(C)(3) 40000 BOOK GENERAL SUPPORT UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 263159849 501(C)(3) 30000 BOOK GENERAL SUPPORT INGENUITYNE INC 400 WOODLAND AVENUE PO BOX 940 BLOOMFIELD CT 06002 455482105 501(C)(3) 68000 BOOK GENERAL SUPPORT BURKE MOUNTAIN ACADEMY INC 60 ALPINE LANE EAST BURKE VT 05832 030225997 501(C)(3) 25000 BOOK GENERAL SUPPORT SUMMER SEARCH SEATTLE 1109 1ST AVENUE SEATTLE WA 98101 680200138 501(C)(3) 20000 BOOK GENERAL SUPPORT BAINBRIDGE ISLAND MUSEUM OF ART 100 RAVINE LANE NE BAINBRIDGE ISLAND WA 98101 270183255 501(C)(3) 30000 BOOK GENERAL SUPPORT RAINER SCHOLARS 2100 24TH AVENUE S SEATTLE WA 98144 912045918 501(C)(3) 10000 BOOK GENERAL SUPPORT DARTMOUTH COLLEGE 6066 DEVELOPMENT HANOVER NH 03755 020222111 501(C)(3) 20000 BOOK GENERAL SUPPORT ASSUMPTION COLLEGE 500 SALISBURY STREET WORCESTER MA 01609 042105776 501(C)(3) 35100 BOOK GENERAL SUPPORT CLUBHOUSE INTERNATIONAL 483 TENTH AVENUE NEW YORK NY 10018 133778633 501(C)(3) 12100 BOOK GENERAL SUPPORT ELON UNIVERSITY 2600 CAMPUS BOX ELON NC 27244 560532303 501(C)(3) 500000 BOOK GENERAL SUPPORT STATE THEATER OF ITHACA INC 107 WEST STATE STREET ITHACA NY 14850 501(C)(3) 10000 BOOK GENERAL SUPPORT SUSTAINABLE MARKETS FOUNDATION ATTN JAY R HALFON 45 WEST 36TH STREET 6TH FLOOR NEW YORK NY 10018 134188834 501(C)(3) 20000 BOOK GENERAL SUPPORT SOUTHERN POVERTY LAW INC 400 WASHINGTON AVENUE MONTGOMERY AL 36104 630598743 501(C)(3) 5000 BOOK GENERAL SUPPORT APOSTOLIC CHRISTIAN LIFEPOINTS 2125 VETERANS ROAD MORTON IL 61550 237033585 501(C)(3) 5000 BOOK GENERAL SUPPORT EDUINNOVATE FOUNDATION INC 31B FROG HOLLOW ROAD ELLINGTON CT 06029 823956167 501(C)(3) 300000 BOOK GENERAL SUPPORT REVIVE & RESTORE 323 PINE STREET SUITE D SAUSALITO CA 94965 814576399 501(C)(3) 5000 BOOK GENERAL SUPPORT ACLU - MEMBERSHIP DEPARTMENT 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 136213516 501(C)(3) 12000 BOOK GENERAL SUPPORT NRDC ACTION FUND 40 WEST 20TH STREET NEW YORK NY 10011 133976062 501(C)(3) 5000 BOOK GENERAL SUPPORT CHURCH OF INCARNATION CORP 544 PROSPECT STREET WETHERSFIELD CT 06109 060807428 501(C)(3) 5000 BOOK GENERAL SUPPORT HARTFORD HOSPITAL - DEPARTMENT OF PHILANTROPY PO BOX 5037 HARTFORD CT 06102 060646668 501(C)(3) 5000 BOOK GENERAL SUPPORT PACIFIC NORTHWEST BALLET 30 MERCER STREET SEATTLE WA 98109 910897129 501(C)(3) 5000 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) 25000 BOOK GENERAL SUPPORT MISS PORTER'S SCHOOL 60 MAIN STREET FARMINGTON CT 06032 060646786 501(C)(3) 5000 BOOK GENERAL SUPPORT US HORSE WELFARE AND RESCUE INC 345 WATERVILLE ROAD AVON CT 06001 815426839 501(C)(3) 6000 BOOK GENERAL SUPPORT HOUSE OF MERCY INC 285 ORMOND STREET ROCHESTER NY 146053024 311754068 501(C)(3) 65000 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 45% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 MARK W EVERETTE BOARD VICE-PRESIDENT THE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 7% 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. PARTNERS FOR ANDEAN COMMUNITY HEALTH 8 CARYN LANE WEATOGUE CT 06089 462196101 TO SERVE THE CHARITABLE INTERESTS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDS CT 501(C)(3) PUBLIC CHARITY YHB INVESTMENT ADVISORS INC 0 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 PARTNERS FOR ANDEAN COMMUNITY HEALTH B 3350 CASH YHB INVESTMENT ADVISORS INC M 41092 CASH