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YHB CHARITABLE ENDOWMENT INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
YHB CHARITABLE ENDOWMENT INC (EIN 26-2552404)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201843189349306699
Schema version
2017v2.3
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)
Return2018-11-14T13:50:34-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-14SignatureDt
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 Address198.0.144.57IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm14:51:26IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC3C7363C7FA146A9A4AF064DC58D1E2930794B52AtSubmissionCreationDeviceId
At Submission Filing Device Id169897F7DDA4048567BA6BE3D4818AF23D50D96CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$3,917,215GrossReceiptsAmt
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$1,595,135PYContributionsGrantsAmt
CY Contributions Grants$1,899,033CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$494,070PYInvestmentIncomeAmt
CY Investment Income$723,796CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,089,205PYTotalRevenueAmt
CY Total Revenue$2,622,829CYTotalRevenueAmt
PY Grants And Similar Paid$517,921PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$633,399CYGrantsAndSimilarPaidAmt
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$28,454PYOtherExpensesAmt
CY Other Expenses$34,380CYOtherExpensesAmt
PY Total Expenses$546,375PYTotalExpensesAmt
CY Total Expenses$667,779CYTotalExpensesAmt
PY Revenues Less Expenses$1,542,830PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,955,050CYRevenuesLessExpensesAmt
Total Assets BOY$7,248,841TotalAssetsBOYAmt
Total Assets EOY$9,567,942TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,248,841NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,567,942NetAssetsOrFundBalancesEOYAmt
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$667,779ExpenseAmt
Grant$633,399GrantAmt
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$667,779TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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
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$1,899,033AllOtherContributionsAmt
Total Contributions$1,899,033TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,733TotalRevenueColumnAmt
Exclusion$178,733ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,839,449SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,294,386SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$545,063SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$545,063TotalRevenueColumnAmt
Exclusion$545,063ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,622,829TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$723,796ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$633,399TotalAmt
Program Services$633,399ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$33,996TotalAmt
Program Services$33,996ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
BANK FEES$247$247
FOREIGN TAX$137$137

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$667,779TotalAmt
Program Services$667,779ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,248,841BOYAmt
EOY$9,567,942EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,248,841BOYAmt
EOY$9,567,942EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,248,841BOYAmt
EOY$9,567,942EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,248,841BOYAmt
EOY$9,567,942EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,248,841BOYAmt
EOY$9,567,942EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,955,050ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$364,051NetUnrlzdGainsLossesInvstAmt
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$2,038,696CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,513,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$836,622CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,595,135CurrentTaxYearMinus1YearAmt
Current Tax Year$1,899,033CurrentTaxYearAmt
Total$8,882,751TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,038,696CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,513,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$836,622CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,595,135CurrentTaxYearMinus1YearAmt
Current Tax Year$1,899,033CurrentTaxYearAmt
Total$8,882,751TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$8,882,751PublicSupportTotal170Amt
Total Support$8,882,751TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held33DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,899,033DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$633,399DonorAdvisedFundsGrantsAmt
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 (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
HARRIET BEECHER STOWE CENTER
77 FOREST STREETHARTFORDCT06105066042822501(C)(3)$10,000BOOKGENERAL SUPPORT
APOSTOLIC CHRISTIAN CHURCH OF ELLINGTON CT INC
34 MIDDLE BUTCHER ROADELLINGTONCT06026237357977501(C)(3)$9,000BOOKGENERAL SUPPORT
FIBUSPAM
8 CARYN LANESIMSBURYCT06058462196101501(C)(3)AND FOREIGN$70,457BOOKCLINIC OPERATIONS, MEDICINE AND SUPPLIES
ADAM J LEWIS PRESCHOOL
246 LENOX AVENUEBRIDGEPORTCT06605453859735501(C)(3)$8,000BOOKGENERAL SUPPORT
DEMOCRACY NOW PRODUCTIONS INC
207 W 25TH STREET 11TH FLOORNEW YORKNY10001010708733501(C)(3)$10,000BOOKGENERAL SUPPORT
ITHACA LEAGUE OF WOMEN ROLLERS
PO BOX 301ITHACANY14851263524452501(C)(3)$5,810BOOKGENERAL SUPPORT
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC20090131644147501(C)(3)$5,190BOOKGENERAL SUPPORT
BAINBRIDGE SCHOOLS FOUNDATION
8489 MADISONBAINBRIDGE ISLANDWA98110911427019501(C)(3)$22,000BOOKGENERAL SUPPORT
PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES INC (PPSFL)
620 WEST SENACAITHACANY14850160953368501(C)(3)$50,000BOOKGENERAL SUPPORT
ADVOCACY CENTER OF TOMPKINS COUNTY
PO BOX 164ITHACANY14851222237195501(C)(3)$6,000BOOKGENERAL SUPPORT
HANGAR THEATER
171 EAST STREETITHACANY14850160902355501(C)(3)$10,000BOOKGENERAL SUPPORT
EDITH B FORD MEMORIAL LIBRARY
PO BOX 410OVIDNY14521150625873501(C)(3)$10,000BOOKGENERAL SUPPORT
WILLISTON NORTHAMPTON SCHOOL
19 PAYSON AVENUEEASTHAMPTONMA01027041975990501(C)(3)$25,000BOOKGENERAL SUPPORT
FRIENDS OF THE ITHACA YOUTH BUREAU
1 JAMES L GIBBSITHACANY14850271480389501(C)(3)$28,000BOOKGENERAL SUPPORT
UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT05401263159849501(C)(3)$30,000BOOKGENERAL SUPPORT
THE HARLEY SCHOOL
1981 CLOVER STREETROCHESTERNY14618160755783501(C)(3)$100,000BOOKGENERAL SUPPORT
FAIRFIELD UNIVERSITY
1073 NORTH BENSONFAIRFIELDCT06824060646623501(C)(3)$25,000BOOKGENERAL SUPPORT
SUMMER SEARCH SEATTLE
1109 1ST AVENUESEATTLEWA98101680200138501(C)(3)$20,000BOOKGENERAL SUPPORT
BAINBRIDGE ISLAND MUSEUM OF ART
100 RAVINE LANE NEBAINBRIDGE ISLANDWA98101270183255501(C)(3)$17,500BOOKGENERAL SUPPORT
RAINER SCHOLARS
2100 24TH AVENUE SSEATTLEWA98144912045918501(C)(3)$10,000BOOKGENERAL SUPPORT
DARTMOUTH COLLEGE
6066 DEVELOPMENTHANOVERNH03755020222111501(C)(3)$10,000BOOKGENERAL SUPPORT
ASSUMPTION COLLEGE
500 SALISBURY STREETWORCESTERMA01609042105776501(C)(3)$10,000BOOKGENERAL SUPPORT
CLUB INTERNATIONAL
483 TENTH AVENUENEW YORKNY10018133778633501(C)(3)$10,000BOOKGENERAL 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 45% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS.0
MARK W EVERETTE
BOARD VICE-PRESIDENTTHE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 7% 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 Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FUNDACION INTERNATIONAL BUEN SAMARITANO PAUL MARTEL INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 CARYN LANEAddressLine1Txt
CityWEATOGUECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06089ZIPCd
FieldValueIRS element (for citing)
EIN462196101EIN
Primary ActivitiesTO SERVE THE CHARITABLE INTERESTS BY OFFERING INDIVIDUAL DONOR ADVISED FUNDSPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusPUBLIC CHARITYPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1YHB INVESTMENT ADVISORS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd

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
FUNDACION INTERNATIONAL BUEN SAMARITANO PAUL MARTEL INC
B$70,457CASH
YHB INVESTMENT ADVISORS INC
M$33,996CASH

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