2025-09-09T12:23:39-05:00 2024-12-31 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990 2024-01-01 262552404 YHB CHARITABLE ENDOWMENT INC YHBC 8605617050 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 PAUL R MARTEL PRESIDENT 8605617050 2025-09-03 1 0 BETH A THURZ P00346435 8606779188 2025-09-03 2024 2025-03-06 01:10:19Z PAUL R MARTEL 29 SOUTH MAIN STREET SUITE 306 WEST HARTFORD CT 06107 11762398 0 X N/A 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 AMOUNTS, 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. 3 0 0 0 0 0 2149848 2826902 0 0 3295304 3980879 0 0 5445152 6807781 2046501 2633873 0 0 0 0 0 0 0 79704 91836 2126205 2725709 3318947 4082072 25008128 28564715 0 0 25008128 28564715 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 AMOUNTS, 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 2725709 2633873 MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS. 2725709 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 3 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PAUL R 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 ANNE SPACE TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 2826902 2826902 635390 635390 8300106 4954617 3345489 3345489 3345489 6807781 0 0 3980879 2633873 2633873 91836 91836 2725709 2725709 0 0 25008128 28564715 25008128 28564715 0 0 X 25008128 28564715 25008128 28564715 25008128 28564715 4082072 -525485 0 X 0 0 0 X 2500223 4070987 7104136 2149848 2826902 18652096 2500223 4070987 7104136 2149848 2826902 18652096 7967413 10684683 18652096 0.57280 0.54010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51 2826902 2633873 28564715 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 7500 0 GENERAL SUPPORT ADIRONDACK MEDICAL CENTER PO BOX 120 SARANAC LAKE NY 12983 141731786 501(C)3 50000 0 GENERAL SUPPORT AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 133871360 501(C)3 9000 0 GENERAL SUPPORT AMERICARES PO BOX 288 STAMFORD CT 06032 061008595 501(C)3 8500 0 GENERAL SUPPORT ASYLUM HILL CONGREGATIONAL 814 ASYLUM AVENUE HARTFORD CT 06105 060646544 501(C)3 5500 0 GENERAL SUPPORT BARKEATER TRAIL ALLIANCE PO BOX 843 LAKE PLACID NY 12946 141690270 501(C)3 85000 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 3 PORTSMOUTH AVE 2M STRATHAM NH 03885 020348477 501(C)3 15000 0 GENERAL SUPPORT BLOOMFIELD CONGREGATIONAL CHURCH 10 WINTONBURY AVE BLOOMFIELD CT 06002 501(C)3 40000 0 GENERAL SUPPORT BOYS & GIRLS CLUB OF GREATER WATERBURY ATTN DEVELOPMENT 1037 EAST MAIN STREET WATERBURY CT 06705 060646551 501(C)3 10000 0 GENERAL SUPPORT CATHOLIC ACADEMY OF BRIDGEPORT 63 PEQUONNOCK STREET BRIDGEPORT CT 06604 501(C)3 65000 0 GENERAL SUPPORT CROSS ROADS HOUSE 600 LAFAYETTE RD PORTSMOUTH NH 03801 222549963 501(C)3 10000 0 GENERAL SUPPORT CT INSTITUTE FOR REFUGEES AND IMMIGRANTS 670 CLINTON AVE BRIDGEPORT CT 06605 060669118 501(C)3 13650 0 GENERAL SUPPORT DISCOVER CAYUGA LAKE 110 NORTH TIOGA STREET SUITE 303 ITHACA NY 14850 843370855 501(C)3 10000 0 GENERAL SUPPORT EVANS SCHOLARS FOUNDATION 2501 PATROIT BLVD GLENVIEW IL 60026 362518129 501(C)3 25000 0 GENERAL SUPPORT FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 060646623 501(C)3 26000 0 GENERAL SUPPORT FEEDING CHITTENDEN PO BOX 1594 BURLINGTON VT 05402 030216837 501(C)3 15000 0 GENERAL SUPPORT FINGER LAKES COMMUNITY COLLEGE FOUNDATION 3325 MARVIN SANDS DRIVE CANADAIGUA NY 14424 222309677 501(C)3 6000 0 GENERAL SUPPORT FREEDOM ALLIANCE DEVELOPMENT OFFICE 22570 MARKEY COURT SUITE 240 DULLES VA 20166 541411430 501(C)3 15000 0 GENERAL SUPPORT FRIENDS OF ITHACA YOUTH BUREAU CDP FUND PO BOX 4198 ITHACA NY 14850 271480389 501(C)3 35000 0 GENERAL SUPPORT GATHER 210 WEST ROAD 3 PORTSMOUTH NH 03801 020226943 501(C)3 50000 0 GENERAL SUPPORT GETTYSBURG COLLEGE 300 N WASHINGTON STREET BOX 423 GETTYSBURG PA 17325 231352641 501(C)3 100000 0 GENERAL SUPPORT GRANITE YMCA 670 N COMMERCIAL ST 103 MANCHESTER NH 03101 020222248 501(C)3 12000 0 GENERAL SUPPORT HORSEOF CONNECTICUT INC 43 WILBUR ROAD WASHINGTON CT 06777 222611615 501(C)3 10000 0 GENERAL SUPPORT HANGAR THEATHER PO BOX 205 ITHACA NY 14850 160902355 501(C)3 15000 0 GENERAL SUPPORT HARTFORD PROMISE ATTN JOE ZWEIBEL 750 MAIN ST HARTFORD CT 06103 810924703 501(C)3 10000 0 GENERAL SUPPORT HARTFORD SYMPHONY ORCHESTRA ATTN DEVELOPMENT 166 CAPITOL AVE HARTFORD CT 06106 060637319 501(C)3 15000 0 GENERAL SUPPORT HEART TRUST 51 ELMWOOD DRIVE SOUTHPORT CT 06890 205536661 501(C)3 25000 0 GENERAL SUPPORT HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 237327730 501(C)3 15000 0 GENERAL SUPPORT HORIZONS GFA 35 BEACHSIDE AVE WESTPORT CT 06880 061468129 501(C)3 105000 0 GENERAL SUPPORT INTERVALE CENTER 180 INTERVAL ROAD BURLINGTON VT 05401 030329656 501(C)3 10000 0 GENERAL SUPPORT MORTON BLACKWELL LEADERSHIP INSTITUTE 1101 NORTH HIGHLAND STREET ARLINGTON VA 22201 510235174 501(C)3 20000 0 GENERAL SUPPORT MERCY LEARNING CENTER 637 PARK AVE BRIDGEPORT CT 06604 222859879 501(C)3 70000 0 GENERAL SUPPORT MIDWEST FOOD BANK NEW ENGLAND 440 ADAMS ST MANCHESTER CT 06042 501(C)3 12500 0 GENERAL SUPPORT MONARCH SCHOOL OF NEW ENGLAND PO BOX 1921 105 EASTERN AVENUE ROCHESTER NH 03867 020315196 501(C)3 10000 0 GENERAL SUPPORT NATIONAL PARKS FOUNDATION PO BOX 17395 BALTIMORE MD 21298 501(C)3 5500 0 GENERAL SUPPORT NEW HARTFORD GARDEN CLUB PO BOX 29 NEW HARTFORD CT 06057 066084106 501(C)3 6000 0 GENERAL SUPPORT NUVANCE HEALTH FOUNDATION PO BOX 22539 NEW YORK NY 10087 501(C)3 50000 0 GENERAL SUPPORT PARTNERS FOR ANDEAN COMMUNITY HEALTH (PACH) 8 CARYN LANE WEATOGUE CT 06089 462196101 501(C)3 11550 0 GENERAL SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 20077 131644147 501(C)3 18400 0 GENERAL SUPPORT POLICE ACTIVITY LEAGUE OF WATERBURY (PAL) 64 DIVISION STREET WATERBURY CT 06704 208262614 501(C)3 20000 0 GENERAL SUPPORT RIDGEFIELD PLAYHOUSE 80 EAST RIDGE ROAD RIDGEFIELD CT 06877 061463501 501(C)3 40000 0 GENERAL SUPPORT SALISBURY SCHOOL 251 CANAAN ROAD SALISBURY CT 06068 060646888 501(C)3 35000 0 GENERAL SUPPORT SAN GERONIMO VALLEY COMMUNITY CENTER PO BOX 194 SAN GERONIMO CA 94963 237172128 501(C)3 10000 0 GENERAL SUPPORT SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 630598743 501(C)3 6100 0 GENERAL SUPPORT ST JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 9000 0 GENERAL SUPPORT STATE THEATER OF ITHACA 107 WEST STATE STREET ITHACA NY 14850 300520118 501(C)3 15000 0 GENERAL SUPPORT THE NATURE COSERVANCY IN NH 11 SOUTH MAIN ST STE 203 CONCORD NH 03854 530242652 501(C)3 15000 0 GENERAL SUPPORT THE NEW CASTLE PUBLIC LIBRARY PO BOX 329 NEW CASTLE NH 03854 510102644 501(C)3 15000 0 GENERAL SUPPORT THE ROWE CENTER 22 KINGS HIGHWAY ROWE MA 01367 042162408 501(C)3 61000 0 GENERAL SUPPORT THE UCONN FOUNDATION INC 2390 ALUMNI DR UNIT 3206 STORRS CT 06269 066070722 501(C)3 12500 0 GENERAL SUPPORT THE TOWN OF NEW CASTLE PO BOX 367 NEW CASTLE NH 03854 501(C)3 10000 0 GENERAL SUPPORT UNIVERSITY OF VERMONT FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 451556038 501(C)3 40000 0 GENERAL SUPPORT WILLISTON NORTHAMPTON SCHOOL 19 PAYSON AVE EASTHAMPTON MA 01027 041975990 501(C)3 25000 0 GENERAL SUPPORT YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE SIXTH FLOOR RESTON VA 20191 237042029 501(C)3 18500 0 GENERAL SUPPORT CONNECTICUT FOODSHARE 2 RESEARCH PARKWAY WALLINGFORD WALLINGFORD CT 06492 061063025 501(C)3 5050 0 GENERAL SUPPORT MEDIA RESEARCH COUNCIL 29 SOUTH MAIN STREET FLOOR WEST HARTFORD CT 06107 501(C)3 25000 0 GENERAL SUPPORT 88 PART 1, 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 0 THE BOARD PRESIDENT IS EMPLOYED AND OWNS 24.24% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 MARK W EVERETTE BOARD VICE PRESIDENT 0 THE BOARD VICE PRESIDENT IS EMPLOYED AND OWNS 23.38% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 ANNE SPACE BOARD TREASURER THE BOARD TREASURER IS EMPLOYED AND OWNS 9.51% OF THE INVESTMENT COMPANY THAT MANAGES THE DONOR FUNDS. 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT AND VICE PRESIDENT OWN 24.24% AND 23.38%, 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 STE 306 WEST HARTFORD CT 06107 061283359 INVESTMENT MANAGEMENT CT S 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 YHB INVESTMENT ADVISORS INC M 91836 CASH