Nonprofit · EIN 45-4181103
HARTFORD HEALTHCARE ENDOWMENT LLC
Tax-exempt · HARTFORD, CT 06102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $80,256,351 | $13,072,818 | $67,183,533 | $2,367,857,000 | $0 | $2,367,857,000 |
| September 30, 2024 | 990 | $92,589,948 | $10,757,604 | $81,832,344 | $2,207,694,000 | $0 | $2,207,694,000 |
| September 30, 2023 | 990 | $85,609,852 | $14,891,245 | $70,718,607 | $2,005,367,000 | $0 | $2,005,367,000 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $80,256,351
- Net gain from sales of assets
- $18,777,327
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $13,072,818
Balance sheet and other
- Total assets, start of year
- $2,207,694,000
- Total assets, end of year
- $2,367,857,000
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,367,857,000
- Publicly traded securities
- $2,130,188,000
- Net assets without donor restrictions
- $1,875,637,000
- Net assets with donor restrictions
- $492,220,000
- Gross unrelated business income
- -$920,527
- Gross receipts
- $80,256,351
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHIBUEZE AGBA | DIRECTOR Trustee or director | 1 | $0 | $1,732,247 | $320,713 |
| WILLIAM JENNINGS | DIRECTOR Trustee or director | 1 | $0 | $1,507,121 | $221,020 |
| BIMAL PATEL | DIRECTOR Trustee or director | 1 | $0 | $1,617,571 | $75,459 |
| DONNA HANDLEY | DIRECTOR Trustee or director | 1 | $0 | $977,558 | $78,014 |
| JEFFREY FINKELSTEIN | DIRECTOR Trustee or director | 1 | $0 | $715,448 | $75,637 |
| JAMES O'DEA | DIRECTOR Trustee or director | 1 | $0 | $607,542 | $70,156 |
| ERIC SMULLEN | DIRECTOR Trustee or director | 1 | $0 | $602,209 | $73,376 |
| GINA COLEMAN | DIRECTOR Trustee or director | 1 | $0 | $282,246 | $40,351 |
990 for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BIMAL PATEL | DIRECTOR Trustee or director | 1 | $0 | $2,377,375 | $70,326 |
| CHIBUEZE AGBA | DIRECTOR Trustee or director | 1 | $0 | $1,699,330 | $235,578 |
| WILLIAM JENNINGS | DIRECTOR Trustee or director | 1 | $0 | $1,474,125 | $191,193 |
| DONNA HANDLEY | DIRECTOR Trustee or director | 1 | $0 | $903,338 | $75,283 |
| GARY HAVICAN | DIRECTOR Trustee or director | 1 | $0 | $763,568 | $136,812 |
| ERIC SMULLEN | DIRECTOR Trustee or director | 1 | $0 | $655,388 | $72,288 |
| JEFFREY FINKELSTEIN | DIRECTOR Trustee or director | 1 | $0 | $608,485 | $71,147 |
| JAMES O'DEA | DIRECTOR Trustee or director | 1 | $0 | $576,408 | $64,726 |
| DAVID HOLMGREN | FORMER CIO Former | 0 | $0 | $590,775 | $0 |
990 for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHIBUEZE AGBA | DIRECTOR Trustee or director | 1 | $0 | $1,533,173 | $190,199 |
| BIMAL PATEL | DIRECTOR Trustee or director | 1 | $0 | $1,334,381 | $144,062 |
| DONNA HANDLEY | DIRECTOR Trustee or director | 1 | $0 | $850,885 | $65,046 |
| DAVID HOLMGREN | FMR CIO Officer | 60 | $0 | $773,996 | $41,344 |
| GARY HAVICAN | DIRECTOR Trustee or director | 1 | $0 | $680,223 | $121,519 |
| JAMES O'DEA | DIRECTOR Trustee or director | 1 | $0 | $533,272 | $54,780 |
| ERIC SMULLEN | DIRECTOR Trustee or director | 1 | $0 | $482,672 | $104,904 |
Address and contacts
- Address (IRS master file)
- 80 SEYMOUR ST, HARTFORD, CT 06102-8000
- In care of
- % DAVID HOLMGREN
- Principal officer (990 for 2024)
- RICHARD STYS, 100 PEARL ST 2ND FLOOR, HARTFORD, CT 06103
- Signed the 990
- MARK KEISE, TAX DIRECTOR
- Phone
- (860) 696-3555
- Return prepared by
- FORVIS MAZARS LLP
Mission
NONE
Program accomplishments
- THE FOUNDATION'S SOLE ACTIVITY CONSISTS OF HOLDING POOLED ENDOWMENT FUNDS OF CERTAIN TAX EXEMPT AFFILIATES OF HARTFORD HEALTHCARE CORPORATION (HHC) AND INVESTING SUCH POOLED FUNDS. MORE SPECIFICALLY, THE FOUNDATION'S ACTIVITIES SUPPORTING THESE TAX EXEMPT AFFILIATES CONSISTS OF (A) INVESTING AND MANAGING THE TAX EXEMPT AFFILIATES' ENDOWMENT FUNDS; (B) DISTRIBUTING INCOME EARNED FROM THE ENDOWMENT FUNDS TO THE TAX EXEMPT AFFILIATES; AND (C) POTENTIALLY HOLDING AND MANAGING OTHER ASSETS OWNED BY THE TAX EXEMPT AFFILIATES. THE FOUNDATION DOES NOT RAISE, MANAGE OR INVEST ON BEHALF OF ANY ENTITY OTHER THAN THESE HHC TAX EXEMPT AFFILIATES.Expenses $13,072,818
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 45-4181103
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 2016
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,367,857,000
- Income (IRS master file)
- $80,256,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $80,256,351 | $13,072,818 | $2,367,857,000 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $92,589,948 | $10,757,604 | $2,207,694,000 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $85,609,852 | $14,891,245 | $2,005,367,000 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $82,489,042 | $16,621,700 | $1,938,113,000 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4181103).
Questions about HARTFORD HEALTHCARE ENDOWMENT LLC
- What is the EIN of HARTFORD HEALTHCARE ENDOWMENT LLC?
- The employer identification number (EIN) of HARTFORD HEALTHCARE ENDOWMENT LLC is 45-4181103.
- Is HARTFORD HEALTHCARE ENDOWMENT LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Which annual return does HARTFORD HEALTHCARE ENDOWMENT LLC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HARTFORD HEALTHCARE ENDOWMENT LLC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARTFORD HEALTHCARE ENDOWMENT LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HARTFORD HEALTHCARE ENDOWMENT LLC?
- The 990 for the year ended September 30, 2025 names RICHARD STYS.
- Who are the officers and directors of HARTFORD HEALTHCARE ENDOWMENT LLC?
- The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does HARTFORD HEALTHCARE ENDOWMENT LLC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $80,256,351, expenses of $13,072,818 and total assets of $2,367,857,000 at year end.
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