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. 1 publicly reported grants to this organization, totaling roughly $9K, appear in IRS filings.

EIN: 262552404 WEST HARTFORD, CT Latest filing: 2024
Total Revenue$6.8M
Total Expenses$2.7M
Total Assets$28.6M
Grant Records1
Funding Total$9K
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.

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
$8,810 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.

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