Yhb Charitable Endowment Inc
YHB Charitable Endowment Inc is a public charity and donor-advised fund (DAF) sponsor based in West Hartford, Connecticut. Established in 2008 and tax-exempt since April 2010, the organization operates as a 501(c)(3) public foundation that manages a portfolio of philanthropic funds on behalf of individual donors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Mission & Focus Areas
YHB Charitable Endowment was formed to serve the charitable interests of its donors by offering individual donor-advised funds. The organization provides donors with simplicity and flexibility regarding the timing, amounts, and beneficiaries of charitable donations. Donors have input into how fund dollars are invested, and larger account holders can access personal asset management services. The endowment enables donors to create a legacy of giving to perpetuate family values or honor the memory of a loved ones.
Primary funding focus areas include:
- Education
- Science and STEM education
- Philanthropy, voluntarism, and grantmaking
- Human Services
Grantmaking
YHB Charitable Endowment distributes grants across a diverse range of charitable organizations. Recent grants include:
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Geographic Focus
Where this funder awards grants
The organization primarily funds organizations in Connecticut, New York, and New Hampshire.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $28,564,715
- Total Revenues: $6,807,781
- Total Giving: $2,633,873
- Total Expenses: $2,725,709
- Number of Employees: 0
As of 2023:
- Total Assets: (approximately $28.5M based on 2024 data)
- Total Revenues: $5.45M
- Total Expenses: $2.13M
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
248 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Horizons Gfa ($105,000), Gettysburg College ($100,000), Barkeater Trail Alliance ($85,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADAM J LEWIS ACADEMY BRIDGEPORT, CT | GENERAL SUPPORT | $25,000 |
| ADIRONDACK FOUNDATION LAKE PLACID, NY | GENERAL SUPPORT | $7,500 |
| ADIRONDACK MEDICAL CENTER SARANAC LAKE, NY | GENERAL SUPPORT | $50,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION NEW YORK, NY | GENERAL SUPPORT | $9,000 |
| AMERICARES STAMFORD, CT | GENERAL SUPPORT | $8,500 |
| ASYLUM HILL CONGREGATIONAL HARTFORD, CT | GENERAL SUPPORT | $5,500 |
| BARKEATER TRAIL ALLIANCE LAKE PLACID, NY | GENERAL SUPPORT | $85,000 |
| BIG BROTHERS BIG SISTERS STRATHAM, NH | GENERAL SUPPORT | $15,000 |
| BLOOMFIELD CONGREGATIONAL CHURCH BLOOMFIELD, CT | GENERAL SUPPORT | $40,000 |
| BOYS & GIRLS CLUB OF GREATER WATERBURY WATERBURY, CT | GENERAL SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL R MARTEL | PRESIDENT | 1 | — |
| MARK W EVERETTE | VICE PRESIDENT | 1 | — |
| ANNE SPACE | TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Yhb Charitable Endowment Inc fund?
YHB Charitable Endowment was formed to serve the charitable interests of its donors by offering individual donor-advised funds. The organization provides donors with simplicity and flexibility regarding the timing, amounts, and beneficiaries of charitable donations. Donors have input into how fund dollars are invested, and larger account holders can access personal asset management services. The endowment enables donors to create a legacy of giving to perpetuate family values or honor the memor…
How do I apply for a grant from Yhb Charitable Endowment Inc?
YHB Charitable Endowment distributes grants across a diverse range of charitable organizations. Recent grants include: • Horizons National Student Enrichment Program: $105,000 • Gettysburg College: $100,000 • Adirondack Ski Touring Council: $85,000 The organization made 52 grants totaling $2,633,873 in its most recent reporting period. Typical award amounts range from $5,050 to $430,000.
Where does Yhb Charitable Endowment Inc make grants?
The organization primarily funds organizations in Connecticut, New York, and New Hampshire.
What size grants does Yhb Charitable Endowment Inc award?
In 2024, Yhb Charitable Endowment Inc awarded 57 grants totaling $1.4M — an average of about $25K per grant, based on its IRS Form 990 filings.
What is Yhb Charitable Endowment Inc's EIN?
Yhb Charitable Endowment Inc's EIN (Employer Identification Number) is 26-2552404. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Yhb Charitable Endowment Inc's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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