Public Charity

YHB CHARITABLE ENDOWMENT INC

YHB CHARITABLE ENDOWMENT INC is a Public Charity headquartered in WEST HARTFORD, CT. Financial data from the 2024 filing: $6.8M revenue, $2.7M expenses, $28.6M total assets. IRS filings disclose 306 grants awarded by this foundation, totaling roughly $9.1M.

EIN: 262552404 WEST HARTFORD, CT Public Foundations NTEE: T30 Latest filing: 2024
Total Revenue$6.8M
Total Expenses$2.7M
Total Assets$28.6M
Grants Given306
Grant Total$9.1M
Filing Years2019–2024

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 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.

Where $100 goes at Yhb Charitable Endowment Inc

How Yhb Charitable Endowment Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
Manage a portfolio of philanthropic funds to increase the amount of charitable funding available to non-profits and assist donors with their philanthropic goals
All program spending
Share on LinkedIn Share on Facebook
Add this to your website

Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

WESTPORT, CT · 2024
GENERAL SUPPORT
$105,000
GETTYSBURG, PA · 2024
GENERAL SUPPORT
$100,000
LAKE PLACID, NY · 2024
GENERAL SUPPORT
$85,000
BRIDGEPORT, CT · 2024
GENERAL SUPPORT
$70,000
CATHOLIC ACADEMY OF BRIDGEPORT
BRIDGEPORT, CT · 2024
GENERAL SUPPORT
$65,000

Showing up to 5 of 306 total records — full history available with membership.

Officers & Directors

TREASURER Anne Space
VICE PRESIDENT Mark W Everette
PRESIDENT Paul R Martel

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$8,990,346 305 grants
Health & Medicine
$70,457 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $6.8M $2.7M $28.6M
2023 $5.4M $2.1M $25.0M
2022 $8.7M $2.1M $21.6M
2020 $4.1M $1.8M $15.0M
2019 $4.2M $1.9M $12.7M

Between 2019 and 2024, reported annual revenue grew from $4.2M to $6.8M (+64%), with total assets most recently reported at $28.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, CA, CT, DC, FL, IL, and 4 other states.

ALCACTDCFLILMAMDMEMN

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for YHB CHARITABLE ENDOWMENT INC

Complete financials, all 306 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time