- Revenue 2023
- $5,445,152
- Expenses 2023
- $2,126,205
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T30
- Classification
- 1000
- Street
- 29 S MAIN ST STE 306
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
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.
-
MANAGE A PORTFOLIO OF PHILANTHROPIC FUNDS TO INCREASE THE AMOUNT OF CHARITABLE FUNDING AVAILABLE TO NON-PROFITS AND ASSIST DONORS WITH THEIR PHILANTHROPIC GOALS.
Expenses $2,126,205 · Grants $2,046,501
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
PAUL R MARTEL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
MARK W EVERETTE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
DR HOWARD MARK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRENDA SULLIVAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $5,445,152
- Expenses
- $2,126,205
- Contributions
- $2,149,848
- Grants paid
- $2,046,501
-
2022
- Revenue
- $8,698,157
- Expenses
- $2,108,588
- Contributions
- $7,104,136
- Grants paid
- $2,037,324
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $6,068,282
- Expenses
- $2,011,432
- Assets (EOY)
- $18,766,006
-
2020 · 990
- Revenue
- $4,051,002
- Expenses
- $1,829,254
- Assets (EOY)
- $15,034,808
-
2019 · 990
- Revenue
- $4,163,545
- Expenses
- $1,923,744
- Assets (EOY)
- $12,747,496
-
2018 · 990
- Revenue
- $4,448,179
- Expenses
- $1,567,917
- Assets (EOY)
- $10,488,717
-
2017 · 990
- Revenue
- $2,622,829
- Expenses
- $667,779
- Assets (EOY)
- $9,567,942
-
2016 · 990
- Revenue
- $2,089,205
- Expenses
- $546,375
- Assets (EOY)
- $7,248,841
-
2015 · 990
- Revenue
- $1,177,071
- Expenses
- $134,672
- Assets (EOY)
- $5,815,976
-
2014 · 990
- Revenue
- $2,586,358
- Expenses
- $79,521
- Assets (EOY)
- $5,081,602
-
2013 · 990
- Revenue
- $2,169,705
- Expenses
- $104,171
- Assets (EOY)
- $2,542,736
-
2012 · 990
- Revenue
- not reported
- Expenses
- $143,760
- Assets (EOY)
- $552,475
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Form 990-N e-Postcard, tax year 2010
- Tax period
- 1 January 2010 to 31 December 2010
- Principal officer
- Paul Martel
- Mailing address
- 29 South Main Street Suite 306West Hartford CT 06107
As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
Grants made
-
GETTYSBURG COLLEGE
$430,000
2022 GENERAL SUPPORT
-
$300,000
2023 GENERAL SUPPORT
-
$125,000
2023 GENERAL SUPPORT
-
ASSUMPTION UNIVERSITY
$117,000
2022 GENERAL SUPPORT
-
ADAM J LEWIS ACADEMY
$100,000
2022 GENERAL SUPPORT
-
WILLISTON NORTHAMPTON SCHOOL
$100,000
2022 GENERAL SUPPORT
-
$75,000
2023 GENERAL SUPPORT
-
BARKEATER TRAILS ALLIANCE
$70,000
2023 GENERAL SUPPORT
-
GATHER
$60,000
2022 GENERAL SUPPORT
-
$55,000
2023 GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
2022 GENERAL SUPPORT
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared as related by
-
PARTNERS FOR ANDEAN COMMUNITY HEALTH INC
On its 2023 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related partnerships on its 2023 return
-
N/A · INVESTMENT MANAGEMENT · CT
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.