EIN 26-2552404

Yhb Charitable Endowment

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2008
Most recent tax filings
2023-12-01
NTEE code, primary
Description
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.
Total revenues
$5,445,152
2023
Total expenses
$2,126,205
2023
Total assets
$25,008,128
2023
Num. employees
0
2023

Program areas at Yhb Charitable Endowment

Manage a portfolio of philanthropic funds to increase the amount of Charitable funding available to non-profits and assist donors with their philanthropic goals.

Grants made by Yhb Charitable Endowment

GranteeGrant descriptionAmount
Gettysburg CollegeGeneral Support$300,000
Trustees of the College of the Holy CrossGeneral Support$125,000
Cross Roads HouseGeneral Support$75,000
...and 51 more grants made totalling $1,434,650

Who funds Yhb Charitable Endowment

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
American Online Giving FoundationGeneral Support$8,810

Personnel at Yhb Charitable Endowment

NameTitleCompensation
Paul R MartelPresident$0
Mark W EveretteVice President$0

Financials for Yhb Charitable Endowment

RevenuesFYE 12/2023
Total grants, contributions, etc.$2,149,848
Program services$0
Investment income and dividends$514,907
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$2,780,397
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,445,152

Form 990s for Yhb Charitable Endowment

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-23990View PDF
2022-122023-11-14990View PDF
2021-122022-11-11990View PDF
2020-122021-11-15990View PDF
2019-122021-04-01990View PDF
...and 8 more Form 990s
Data update history
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $8,810 from American Online Giving Foundation
December 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 22, 2023
Posted financials
Added Form 990 for fiscal year 2020
August 23, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Grantmaking organizationsCharitiesDonor Advised Funds (DAFs)
Issues
No issues found
Characteristics
Operates donor advised fundsProvides grantsTax deductible donationsNo full-time employees
General information
Address
29 S Main St Suite 306
West Hartford, CT 06107
Metro area
Hartford-East Hartford-Middletown, CT
County
Capitol Planning Region, CT
Phone
(860) 561-7050
IRS details
EIN
26-2552404
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2008
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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