2024-08-23T08:46:44-05:00 2023-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL STREET 24TH FLOOR HARTFORD CT 06103 990 2023-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 MARK W EVERETTE VICE PRESIDENT 8605617050 2024-08-12 1 1 LISA WILLS P01828548 8605223111 2023 2024-08-08 14:25:15Z MARK W EVERETTE 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 8836649 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. 4 4 0 0 0 0 7104136 2149848 0 0 1594021 3295304 0 0 8698157 5445152 2037324 2046501 0 0 0 0 0 0 0 71264 79704 2108588 2126205 6589569 3318947 21606319 25008128 0 0 21606319 25008128 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 2126205 2046501 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 2126205 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 0 0 X 4 4 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 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 2149848 2149848 514907 514907 6171894 3391497 2780397 2780397 2780397 5445152 0 0 3295304 2046501 2046501 79704 79704 2126205 2126205 0 0 21606319 25008128 21606319 25008128 0 0 X 21606319 25008128 21606319 25008128 21606319 25008128 3318947 82862 0 X 0 0 0 X 2209091 2500223 4070987 7104136 2149848 18034285 2209091 2500223 4070987 7104136 2149848 18034285 8293921 9740364 18034285 0.54010 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49 2149848 2046501 25008128 1 1 0 1 ADAM J LEWIS ACADEMY 500 STATE STREET BRIDGEPORT CT 06604 453859735 501(C)(3) 25000 0 GENERAL SUPPORT ADIRONDACK FOUNDATION PO BOX 288 LAKE PLACID NY 12975 161535724 501(C)(3) 17500 0 GENERAL SUPPORT AMERICARES PO BOX 288 STAMFORD CT 06902 061008595 501(C)(3) 7100 0 GENERAL SUPPORT AMERICAN RED CROSS 209 FARMINGTON AVENUE FARMINGTON CT 06032 530196605 501(C)(3) 9000 0 GENERAL SUPPORT ASYLUM HILL CONGREGATIONAL 814 ASYLUM AVENUE HARTFORD CT 06105 060646544 501(C)(3) 5500 0 GENERAL SUPPORT AUGSBURG LUTHERAN CHURCH 845 WEST FIFTH ST WINSTONSALEM NC 27101 566021786 501(C)(3) 5400 0 GENERAL SUPPORT BAINBRIDGE ISLAND MUSEUM OF ART 550 WINSLOW WAY E BAINBRIDGE ISLAND WA 98110 270183255 501(C)(3) 27500 0 GENERAL SUPPORT BARKEATER TRAILS 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SUPPORT THE UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 451556038 501(C)(3) 40000 0 GENERAL SUPPORT WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 041975990 501(C)(3) 25000 0 GENERAL SUPPORT WOOD ISLAND LIFE SAVING STATION ASSOCIATION PO BOX 11 KITTERY POINT ME 03905 453543669 501(C)(3) 25000 0 GENERAL SUPPORT YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE 6TH FLOOR RESTON VA 201911556 237042029 501(C)(3) 15000 0 GENERAL SUPPORT 86 86 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 25.86% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 MARK W EVERETTE BOARD VICE-PRESIDENT THE BOARD VICE-PRESIDENT IS EMPLOYED AND OWNS 25.03% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT AND VICE PRESIDENT OWN 36% AND 30%, 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. 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 YHB INVESTMENT ADVISORS INC M 79704 CASH PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) B 22550 CASH