BETA

YHB CHARITABLE ENDOWMENT INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
YHB CHARITABLE ENDOWMENT INC (EIN 26-2552404)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-17
IRS object ID
201602939349300040
Schema version
2015v2.1
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)
Return2016-10-17T00:00:00-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-10-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD G SULLIVANPreparerPersonNm
PTINP00579546PTIN
Phone8605223111PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$2,609,790GrossReceiptsAmt
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$2,513,265PYContributionsGrantsAmt
CY Contributions Grants$836,622CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$73,093PYInvestmentIncomeAmt
CY Investment Income$340,449CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,586,358PYTotalRevenueAmt
CY Total Revenue$1,177,071CYTotalRevenueAmt
PY Grants And Similar Paid$67,414PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$110,199CYGrantsAndSimilarPaidAmt
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$12,107PYOtherExpensesAmt
CY Other Expenses$24,473CYOtherExpensesAmt
PY Total Expenses$79,521PYTotalExpensesAmt
CY Total Expenses$134,672CYTotalExpensesAmt
PY Revenues Less Expenses$2,506,837PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,042,399CYRevenuesLessExpensesAmt
Total Assets BOY$5,081,602TotalAssetsBOYAmt
Total Assets EOY$5,815,976TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,081,602NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,815,976NetAssetsOrFundBalancesEOYAmt
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$134,672ExpenseAmt
Grant$110,199GrantAmt
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$134,672TotalProgramServiceExpensesAmt
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 ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
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 DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PAUL R MARTEL
PRESIDENT1.00Yes (X)$0$0$0
MARK W EVERETTE
VICE PRESIDENT1.00Yes (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$836,622AllOtherContributionsAmt
Total Contributions$836,622TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,651TotalRevenueColumnAmt
Exclusion$126,651ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,646,517SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,432,719SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$213,798SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$213,798TotalRevenueColumnAmt
Related Or Exempt Func Income$213,798RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,177,071TotalRevenueColumnAmt
Related Or Exempt Func Income$213,798RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$126,651ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$97,299TotalAmt
Program Services$97,299ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$12,900TotalAmt
Program Services$12,900ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,274TotalAmt
Program Services$24,274ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Total$199TotalAmt
Program Services$199ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$134,672TotalAmt
Program Services$134,672ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,081,602BOYAmt
EOY$5,815,976EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,081,602BOYAmt
EOY$5,815,976EOYAmt

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$5,081,602BOYAmt
EOY$5,815,976EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,081,602BOYAmt
EOY$5,815,976EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,081,602BOYAmt
EOY$5,815,976EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,042,399ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$308,025NetUnrlzdGainsLossesInvstAmt
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$106,789CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$546,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,038,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,513,265CurrentTaxYearMinus1YearAmt
Current Tax Year$836,622CurrentTaxYearAmt
Total$6,042,144TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,789CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$546,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,038,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,513,265CurrentTaxYearMinus1YearAmt
Current Tax Year$836,622CurrentTaxYearAmt
Total$6,042,144TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,042,144PublicSupportTotal170Amt
Total Support$6,042,144TotalSupportAmt
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 Held13DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$836,622DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$110,199DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$5,815,976DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,081,602BeginningYearBalanceAmt
Contributions$836,622ContributionsAmt
Investment Earnings Or Losses$32,415InvestmentEarningsOrLossesAmt
Grants Or Scholarships$110,199GrantsOrScholarshipsAmt
Administrative Expenses$24,473AdministrativeExpensesAmt
End Year Balance$5,815,976EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,542,736BeginningYearBalanceAmt
Contributions$2,513,265ContributionsAmt
Investment Earnings Or Losses$105,122InvestmentEarningsOrLossesAmt
Grants Or Scholarships$67,414GrantsOrScholarshipsAmt
Administrative Expenses$12,107AdministrativeExpensesAmt
End Year Balance$5,081,602EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$552,475BeginningYearBalanceAmt
Contributions$2,038,696ContributionsAmt
Investment Earnings Or Losses$55,736InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,789GrantsOrScholarshipsAmt
Administrative Expenses$3,382AdministrativeExpensesAmt
End Year Balance$2,542,736EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$135,453BeginningYearBalanceAmt
Contributions$546,772ContributionsAmt
Investment Earnings Or Losses$14,010InvestmentEarningsOrLossesAmt
Grants Or Scholarships$143,410GrantsOrScholarshipsAmt
Administrative Expenses$350AdministrativeExpensesAmt
End Year Balance$552,475EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$149,530BeginningYearBalanceAmt
Contributions$106,789ContributionsAmt
Investment Earnings Or Losses$4,286InvestmentEarningsOrLossesAmt
Grants Or Scholarships$124,802GrantsOrScholarshipsAmt
Administrative Expenses$350AdministrativeExpensesAmt
End Year Balance$135,453EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SOUTH AMERICA, ECUADOR AND CHIMBORAZO PROVINCE10CLINIC OPERATIONS, MEDICINE AND SUPPLIESN/A$1,300
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,110CLINIC OPERATIONS, MEDICINE AND SUPPLIESN/A$11,600
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees10SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee10TotalEmployeeCnt
Subtotal Spent$12,900SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$12,900TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSOUTH AMERICA, ECUADOR AND CHIMBORAZO PROVINCERegionTxt
Purpose Of GrantTHE PURPOSE OF THE GRANT IS TO PROVIDE FREE HEALTH CARE SERVICES, SURGERY, DENTAL AND EYE CARE, LABORATORY SERVICES, MEDICINES AND OTHER HUMANITARIAN SERVICES TO NEEDY CHILDREN AND FAMILIES IN CHIMBORAZO PROVINCE AND BEYOND.PurposeOfGrantTxt
Cash Grant$11,600CashGrantAmt
Manner Of Cash DisbursementWIRED TRANSFERSMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationYHB IS AWARE THAT IT MUST APPLY STRICT STANDARDS OF COMPLIANCE BECAUSE OF THE LACK OF PUBLIC RESOURCES TO VERIFY THAT THE FOREIGN CHARITY EXISTS AND THAT ITS WORK IS CONSISTENT WITH THE OBJECTIVES OF THE DONOR ADVISED FUND MAKING THE GRANT AND YHB'S OWN STANDARDS. BEFORE ANY GRANT IS MADE, YHB DOES SUFFICIENT DUE DILIGENCE AND INVESTIGATION TO INSURE THAT SUCH IS THE CASE. WHILE THE MAJORITY OF GRANT REQUESTS ARE DOMESTIC, YHB RECOGNIZES THAT THE NEEDS, PARTICULARLY OF CHILDREN ARE GREAT IN MANY FOREIGN COUNTRIES, AND SEEKS TO ACCOMMODATE SUCH GIVING WHEN APPROPRIATE.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
THE DREAM PROGRAM
PO BOX 361WINOOSKIVT05404260030908501(C)(3)$5,000BOOKGENERAL SUPPORT
APOSTOLIC CHRISTIAN CHURCH OF ELLINGTON CT INC
34 MIDDLE BUTCHER ROADELLINGTONCT06026237357977501(C)(3)$14,000BOOKGENERAL SUPPORT
FIBUSPAM
8 CARYN LANESIMSBURYCT06058462196101501(C)(3)AND FOREIGN$12,900BOOKCLINIC OPERATIONS, MEDICINE AND SUPPLIES
UNIVERSITY OF ST JOSEPH
1678 ASYLUM AVEWEST HARTFORDCT06117060646829501(C)(3)$25,000BOOKGENERAL SUPPORT
THE VERMONT APOSTOLIC CHRISTIAN CHURCH
20 BILLINGS MOBILERUTLANDVT05701501(C)(3)$5,000BOOKGENERAL SUPPORT
TOURO LAW CENTER DEVELOPMENT FUND
225 EASTVIEW DRIVECENTRAL ISLIPNY11722501(C)(3)$5,000BOOKGENERAL 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 11THE 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 Org0GiftGrntOrCapContriToOthOrgInd
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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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