2018-11-14T13:50:34-06:00 2017-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2017-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 PAUL MARTEL PRESIDENT 8605617050 2018-11-14 1 EDWARD G SULLIVAN P00579546 8605223111 198.0.144.57 2018-11-14 14:51:26 ES P C3C7363C7FA146A9A4AF064DC58D1E2930794B52 169897F7DDA4048567BA6BE3D4818AF23D50D96C 2017 2019-02-21 02:37:17Z PAUL MARTEL 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 3917215 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 1595135 1899033 0 0 494070 723796 0 0 2089205 2622829 517921 633399 0 0 0 0 0 0 0 28454 34380 546375 667779 1542830 1955050 7248841 9567942 0 0 7248841 9567942 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 667779 633399 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 667779 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 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 1899033 1899033 178733 178733 1839449 1294386 545063 545063 545063 2622829 0 0 723796 633399 633399 33996 33996 BANK FEES 247 247 FOREIGN TAX 137 137 667779 667779 0 0 7248841 9567942 7248841 9567942 0 0 X 7248841 9567942 7248841 9567942 7248841 9567942 1955050 364051 0 X 0 0 0 X 2038696 2513265 836622 1595135 1899033 8882751 2038696 2513265 836622 1595135 1899033 8882751 8882751 8882751 1.00000 1.00000 X 33 1899033 633399 1 1 0 1 HARRIET BEECHER STOWE CENTER 77 FOREST STREET HARTFORD CT 06105 066042822 501(C)(3) 10000 BOOK GENERAL SUPPORT APOSTOLIC CHRISTIAN CHURCH OF ELLINGTON CT INC 34 MIDDLE BUTCHER ROAD ELLINGTON CT 06026 237357977 501(C)(3) 9000 BOOK GENERAL SUPPORT FIBUSPAM 8 CARYN LANE SIMSBURY CT 06058 462196101 501(C)(3)AND FOREIGN 70457 BOOK CLINIC OPERATIONS, MEDICINE AND SUPPLIES ADAM J LEWIS PRESCHOOL 246 LENOX AVENUE BRIDGEPORT CT 06605 453859735 501(C)(3) 8000 BOOK GENERAL SUPPORT DEMOCRACY NOW PRODUCTIONS INC 207 W 25TH STREET 11TH FLOOR NEW YORK NY 10001 010708733 501(C)(3) 10000 BOOK GENERAL SUPPORT ITHACA LEAGUE OF WOMEN ROLLERS PO BOX 301 ITHACA NY 14851 263524452 501(C)(3) 5810 BOOK GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 131644147 501(C)(3) 5190 BOOK GENERAL SUPPORT BAINBRIDGE SCHOOLS FOUNDATION 8489 MADISON BAINBRIDGE ISLAND WA 98110 911427019 501(C)(3) 22000 BOOK GENERAL SUPPORT PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES INC (PPSFL) 620 WEST SENACA ITHACA NY 14850 160953368 501(C)(3) 50000 BOOK GENERAL SUPPORT ADVOCACY CENTER OF TOMPKINS COUNTY PO BOX 164 ITHACA NY 14851 222237195 501(C)(3) 6000 BOOK GENERAL SUPPORT HANGAR THEATER 171 EAST STREET ITHACA NY 14850 160902355 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 WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 041975990 501(C)(3) 25000 BOOK GENERAL SUPPORT FRIENDS OF THE ITHACA YOUTH BUREAU 1 JAMES L GIBBS ITHACA NY 14850 271480389 501(C)(3) 28000 BOOK GENERAL SUPPORT UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 263159849 501(C)(3) 30000 BOOK GENERAL SUPPORT THE HARLEY SCHOOL 1981 CLOVER STREET ROCHESTER NY 14618 160755783 501(C)(3) 100000 BOOK GENERAL SUPPORT FAIRFIELD UNIVERSITY 1073 NORTH BENSON FAIRFIELD CT 06824 060646623 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) 17500 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) 10000 BOOK GENERAL SUPPORT ASSUMPTION COLLEGE 500 SALISBURY STREET WORCESTER MA 01609 042105776 501(C)(3) 10000 BOOK GENERAL SUPPORT CLUB INTERNATIONAL 483 TENTH AVENUE NEW YORK NY 10018 133778633 501(C)(3) 10000 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. FUNDACION INTERNATIONAL BUEN SAMARITANO PAUL MARTEL INC 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 FUNDACION INTERNATIONAL BUEN SAMARITANO PAUL MARTEL INC B 70457 CASH YHB INVESTMENT ADVISORS INC M 33996 CASH