Yhb Charitable Endowment Inc

WEST HARTFORD, CT EIN: 26-2552404

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$28.6M

+14.2% YoY

Annual Giving

$1.4M

-8.0% YoY

Grant Count

57

-1.7% YoY

Avg Grant Size

$25K

-6.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$5M$7M$10M20202021202220232024
Metric202420232022
Total Assets$28,564,715$25,008,128$21,606,319
Revenue$6,807,781$5,445,152$8,698,157
Expenses$2,725,709$2,126,205$2,108,588
Qualifying Distributions
Net Investment Income$3,980,879$3,295,304$1,594,021
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$393K$787K$1M$2M57 grants202048 grants202150 grants202258 grants202357 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HORIZONS GFA$105KGETTYSBURG COLLEGE$100KBARKEATER TRAIL ALLIANCE$85KMERCY LEARNING CENTER$70KCATHOLIC ACADEMY OF BRID…$65KTHE ROWE CENTER$61KADIRONDACK MEDICAL CENTER$50KGATHER$50KNUVANCE HEALTH FOUNDATION$50KBLOOMFIELD CONGREGATIONA…$40K

Grant Size Distribution

270 grants across all recorded years

234<$50K20$50–100K13$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Yhb Charitable Endowment Inc fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
PAUL R MARTELPRESIDENT1
MARK W EVERETTEVICE PRESIDENT1
ANNE SPACETREASURER1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

20states
+12 more states

Cities

Albert LeaArlingtonAvonBainbridge IslandBaltimoreBloomfieldBostonBranfordBridgeportBronxBurlingtonCanadaiguaConcordDullesEast BurkeEasthamptonEllingtonFairfieldFarmingdaleFarmington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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