2012-11-12T14:53:48-06:00 2011-12-31 060903326 WHITTLESEY & HADLEY PC 147 CHARTER OAK AVE HARTFORD CT 061065100 990 2011-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 PAUL MARTEL 8605617050 2012-11-12 1 EDWARD G SULLIVAN P00579546 8605223111 2011 2016-02-24 21:20:13Z PAUL MARTEL 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 132443 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 0 106789 0 0 0 5744 0 0 0 112533 0 124802 0 0 0 0 0 0 0 0 350 0 125152 0 -12619 149529 135453 0 0 149529 135453 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 125152 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 125152 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 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 PAURL R MARTEL 1.00 X 0 0 0 MARK W EVERETTE 1.00 X 0 0 0 DEL HIGHAM 1.00 X 0 0 0 DR HOARD MARK 1.00 X 0 0 0 BRENDA SULLIVAN 1.00 X 0 0 0 0 0 0 0 0 0 0 0 106789 106789 3575 3575 22079 19910 2169 2169 2169 112533 0 0 5744 19150 19150 105652 105652 BANK FEES 350 350 125152 125152 0 0 149529 135453 149529 135453 0 0 X 149529 135453 149529 135453 149529 135453 X -12619 -1457 X 0 0 0 X 126191 21179 55619 106789 309778 126191 21179 55619 106789 309778 309778 309778 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 106789 124802 135453 1 1 149530 106789 4286 124802 350 135453 1.00000 0 0 0 PUBLICLY TRADED SECURITIES 135453 F 135453 1 0 0 0 0 0 0 0 0 0 SOUTH AMERICA CLINIC OPERATIONS, MEDICINE AND SUPPLIES. 105652 CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: YHB 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 YHBS 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. 1 X PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 AT THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 MARK W EVERETTE BOARD VICE-PRESIDENT THE BOARD VICE-PRESIDENT IS EMPLOYED AT THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 DEL HIGHAM BOARD MEMBER THE BOARD MEMBER IS EMPLOYED AT THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 DR HOWARD MARK BOARD MEMBER THE BOARD MEMBER IS EMPLOYED AT THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 BRENDA SULLIVAN BOARD MEMBER THE BOARD MEMBER IS EMPLOYED AT THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF DIRECTORS ARE EMPLOYED BY THE INVESTMENT COMPANY. FORM 990, PART VI, SECTION B, LINE 11 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,457.