HARTFORD HEALTHCARE ENDOWMENT LLC
2023 · Form 990 · revenue $92.6M · expenses $10.8M · assets $2.21B
- EIN
- 45-4181103
- Address
- 80 SEYMOUR ST, HARTFORD, CT 06102-8000
- NTEE code
- -
- Subsection
- 501(c)(3)
- Ruling year
- 2016
- Cross-check
- ProPublica Nonprofit Explorer
Mission
NONE
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
16 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Bimal Patel | DIRECTOR | 2016-2023 | $2,447,701 | $10,264,598 | 15 |
| David Holmgren | FORMER CIO | 2016-2023 | $590,775 | $5,704,786 | 2 |
| Gary Havican | DIRECTOR | 2017-2023 | $900,380 | $4,892,043 | 5 |
| Donna Handley | DIRECTOR | 2017-2023 | $978,621 | $4,613,142 | 12 |
| Chibueze Agba | DIRECTOR | 2021-2023 | $1,934,908 | $4,004,248 | 9 |
| Eric Smullen | DIRECTOR | 2021-2023 | $727,676 | $1,930,496 | 8 |
| James O'Dea MD | DIRECTOR | 2021-2023 | $641,134 | $1,670,449 | 6 |
| William Jennings | DIRECTOR | 2023 | $1,665,318 | $1,665,318 | 17 |
| Jeffrey Finkelstein MD | DIRECTOR | 2023 | $679,632 | $679,632 | 6 |
| Charles Johnson (former) | Director (Thru July 2021) | 2016-2020 | $1,725,209 | $6,326,275 | 11 |
| Patricia Rehmer (former) | Director (THRU JANUARY 2022) | 2016-2021 | $828,952 | $4,082,107 | 5 |
| Stuart Markowitz MD (former) | Former - Director | 2016-2017 | $1,195,022 | $2,128,778 | 5 |
| Lucille Janatka (former) | Former - Director | 2016-2017 | $948,216 | $1,856,228 | 10 |
| Rita Parisi (former) | Director | 2019-2020 | $636,590 | $1,271,843 | 12 |
| Donna Hadley (former) | DIRECTOR | 2021 | $992,371 | $992,371 | 1 |
| Gerald Boisvert (former) | Director | 2020 | $983,181 | $983,181 | 15 |
People by year
2023 · 9 people listed · 9 paid, $10.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BIMAL PATEL | DIRECTOR | 1 | $0 | $2,377,375 | $70,326 | $2,447,701 | 15 |
| CHIBUEZE AGBA | DIRECTOR | 1 | $0 | $1,699,330 | $235,578 | $1,934,908 | 9 |
| WILLIAM JENNINGS | DIRECTOR | 1 | $0 | $1,474,125 | $191,193 | $1,665,318 | 17 |
| DONNA HANDLEY | DIRECTOR | 1 | $0 | $903,338 | $75,283 | $978,621 | 12 |
| GARY HAVICAN | DIRECTOR | 1 | $0 | $763,568 | $136,812 | $900,380 | 5 |
| ERIC SMULLEN | DIRECTOR | 1 | $0 | $655,388 | $72,288 | $727,676 | 8 |
| JEFFREY FINKELSTEIN | DIRECTOR | 1 | $0 | $608,485 | $71,147 | $679,632 | 6 |
| JAMES O'DEA | DIRECTOR | 1 | $0 | $576,408 | $64,726 | $641,134 | 6 |
| DAVID HOLMGREN | FORMER CIO | 0 | $0 | $590,775 | $0 | $590,775 | 2 |
2022 · 7 people listed · 7 paid, $6.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHIBUEZE AGBA | DIRECTOR | 1 | $0 | $1,533,173 | $190,199 | $1,723,372 | 9 |
| BIMAL PATEL | DIRECTOR | 1 | $0 | $1,334,381 | $144,062 | $1,478,443 | 15 |
| DONNA HANDLEY | DIRECTOR | 1 | $0 | $850,885 | $65,046 | $915,931 | 12 |
| DAVID HOLMGREN | FMR CIO | 60 | $0 | $773,996 | $41,344 | $815,340 | 2 |
| GARY HAVICAN | DIRECTOR | 1 | $0 | $680,223 | $121,519 | $801,742 | 5 |
| JAMES O'DEA | DIRECTOR | 1 | $0 | $533,272 | $54,780 | $588,052 | 6 |
| ERIC SMULLEN | DIRECTOR | 1 | $0 | $482,672 | $104,904 | $587,576 | 8 |
2021 · 8 people listed · 8 paid, $6.4M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Bimal Patel | Director | 1 | $0 | $1,234,743 | $161,847 | $1,396,590 | 15 |
| Donna Hadley | DIRECTOR | 1 | $0 | $910,693 | $81,678 | $992,371 | 1 |
| David Holmgren | FMR CIO | 60 | $0 | $894,455 | $63,975 | $958,430 | 2 |
| Patricia Rehmer | Director (THRU JANUARY 2022) | 1 | $0 | $784,817 | $44,135 | $828,952 | 5 |
| Gary Havican | Director | 1 | $0 | $666,811 | $136,885 | $803,696 | 5 |
| Eric Smullen | DIRECTOR | 1 | $0 | $496,755 | $118,489 | $615,244 | 8 |
| James O'Dea | Director | 1 | $0 | $386,982 | $54,281 | $441,263 | 6 |
| Chibueze Agba | Director | 1 | $0 | $304,938 | $41,030 | $345,968 | 9 |
2020 · 8 people listed · 8 paid, $7.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Johnson | Director (Thru July 2021) | 1 | $0 | $1,637,844 | $87,365 | $1,725,209 | 11 |
| Bimal Patel | Director | 1 | $0 | $1,118,518 | $144,997 | $1,263,515 | 15 |
| Gerald Boisvert | Director | 1 | $0 | $903,361 | $79,820 | $983,181 | 15 |
| Patricia Rehmer | Director | 1 | $0 | $854,533 | $49,962 | $904,495 | 5 |
| Donna Handley | Director | 1 | $0 | $784,677 | $76,359 | $861,036 | 12 |
| David Holmgren | CIO | 60 | $0 | $789,851 | $63,513 | $853,364 | 2 |
| Gary Havican | Director | 1 | $0 | $558,673 | $120,925 | $679,598 | 5 |
| Rita Parisi | Director | 1 | $0 | $568,311 | $68,279 | $636,590 | 12 |
2019 · 7 people listed · 7 paid, $5.8M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Johnson | Director | 1 | $0 | $1,116,058 | $171,445 | $1,287,503 | 11 |
| Bimal Patel | Director | 1 | $0 | $1,001,936 | $136,853 | $1,138,789 | 15 |
| Donna Handley | Director | 1 | $0 | $715,935 | $71,531 | $787,466 | 12 |
| Patricia Rehmer | Director | 1 | $0 | $588,308 | $97,619 | $685,927 | 5 |
| Gary Havican | Director | 1 | $0 | $532,115 | $118,135 | $650,250 | 5 |
| David Holmgren | CIO | 60 | $0 | $585,423 | $59,103 | $644,526 | 2 |
| Rita Parisi | Director | 1 | $0 | $566,356 | $68,897 | $635,253 | 12 |
2018 · 6 people listed · 6 paid, $4.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Johnson | Director | 1 | $0 | $1,086,335 | $162,619 | $1,248,954 | 11 |
| Bimal Patel | Director | 1 | $0 | $856,593 | $121,689 | $978,282 | 15 |
| David Holmgren | CIO | 60 | $0 | $597,135 | $59,075 | $656,210 | 2 |
| Patricia Rehmer | Director | 1 | $0 | $519,206 | $89,452 | $608,658 | 5 |
| Donna Handley | Director | 1 | $0 | $541,449 | $66,930 | $608,379 | 12 |
| Gary Havican | Director | 1 | $0 | $489,143 | $100,907 | $590,050 | 5 |
2017 · 8 people listed · 8 paid, $6.1M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stuart Markowitz | Former - Director | 0 | $0 | $1,113,670 | $81,352 | $1,195,022 | 5 |
| Charles Johnson | Director | 1 | $0 | $904,731 | $153,936 | $1,058,667 | 11 |
| Lucille Janatka | Former - Director | 0 | $0 | $868,759 | $79,457 | $948,216 | 10 |
| Bimal Patel | Director | 1 | $0 | $703,901 | $105,710 | $809,611 | 15 |
| David Holmgren | CIO | 60 | $0 | $570,669 | $60,069 | $630,738 | 2 |
| Patricia Rehmer | Director | 1 | $0 | $466,644 | $84,063 | $550,707 | 5 |
| Gary Havican | Director | 1 | $0 | $400,532 | $65,795 | $466,327 | 5 |
| Donna Handley | Director | 1 | $0 | $399,296 | $62,413 | $461,709 | 12 |
2016 · 12 people listed · 6 paid, $4.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Charles Johnson | Director | 1 | $0 | $868,701 | $137,241 | $1,005,942 | 11 |
| Stuart Markowitz | Director | 1 | $0 | $802,711 | $131,045 | $933,756 | 5 |
| Lucille Janatka | Director (Thru 9/30/17) | 1 | $0 | $844,005 | $64,007 | $908,012 | 10 |
| Bimal Patel | Director | 1 | $0 | $648,140 | $103,527 | $751,667 | 15 |
| David Holmgren | CIO | 60 | $0 | $496,401 | $59,002 | $555,403 | 2 |
| Patricia Rehmer | Director | 1 | $0 | $429,052 | $74,316 | $503,368 | 5 |
| Stuart Markowitz | Director | 1 | $0 | $0 | $0 | $0 | 5 |
| Bimal Patel | Director | 1 | $0 | $0 | $0 | $0 | 15 |
| Patricia Rehmer | Director | 1 | $0 | $0 | $0 | $0 | 5 |
| Charles Johnson | Director | 1 | $0 | $0 | $0 | $0 | 11 |
| Lucille Janatka | Manager | 1 | $0 | $0 | $0 | $0 | 10 |
| David Holmgren | CIO | 60 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2023 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| SIMPLEX VALUE UP MASTER COMPANY JPY | MARUNOUCHI, CHIYODA-KU, TOKYO | INVESTMENT MANAGEMENT | $1,071,158 |
| Garda Fixed Income Relative Value Opportunity Fund Ltd | West Palm Beach, FL | INVESTMENT MANAGEMENT | $610,668 |
| NUMERIC EMERGING MARKETS | BOSTON, MA | INVESTMENT MANAGEMENT | $426,600 |
| BALYASNY ATLAS ENHANCED FUND LTD | CHICAGO, IL | INVESTMENT MANAGEMENT | $418,298 |
| Wellington Japan | Boston, MA | INVESTMENT MANAGEMENT | $354,500 |
2022 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| SIMPLEX VALUE UP MASTER COMPANY JPY | MARUNOUCHI, CHIYODA-KU, TOKYO | INVESTMENT MANAGEMENT | $751,000 |
| Garda Fixed Income Relative Value Opportunity Fund Ltd | West Palm Beach, FL | INVESTMENT MANAGEMENT | $569,808 |
| BALYASNY ATLAS ENHANCED FUND LTD | CHICAGO, IL | INVESTMENT MANAGEMENT | $418,299 |
| SSgA Active Emerging Markets Small Cap | Boston, MA | INVESTMENT MANAGEMENT | $384,023 |
| NUMERIC EMERGING MARKETS | BOSTON, MA | INVESTMENT MANAGEMENT | $371,120 |
2021 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| Balyasny Atlas Enhanced Fund Ltd | CHICAGO, IL | INVESTMENT MANAGEMENT | $1,037,077 |
| Simplex Value Up Master Company JPY | CHIYODAKU, TOKYO | INVESTMENT MANAGEMENT | $772,657 |
| Numeric Emerging Markets | BOSTON, MA | INVESTMENT MANAGEMENT | $612,950 |
| Actis Energy 4 | LONDON | INVESTMENT MANAGEMENT | $596,173 |
| Ardevora Global Equity | IFSC, DUBLIN | INVESTMENT MANAGEMENT | $588,668 |
2020 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Man Numeric Emerging Markets Alpha LP | Boston, MA | Investment Management | $526,401 |
| Ardevora Global Equity Fund Class C | Dublin | Investment Management | $482,926 |
| AB Global Next 50 Emerging Markets Fund | Luxembourg | Investment Management | $440,969 |
| Kayne Anderson Rudnick | Los Angeles, CA | Investment Management | $383,708 |
| Garda Fixed Income Relative Value | Minneapolis, MN | Investment Management | $354,523 |
2019 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Man Numeric Emerging Markets Alpha LP | Boston, MA | Investment Management | $533,560 |
| State Street Global Advisors | Boston, MA | Investment Management | $396,258 |
| Baillie Gifford | Edinburgh | Investment Management | $309,392 |
| Kayne Anderson | Los Angeles, CA | Investment Management | $300,363 |
| Standard General Offshore Fund Ltd | New York, NY | Investment Management | $247,843 |
2018 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| State Street Global Advisors | Boston, MA | Investment Management | $526,597 |
| Aberdeen Asset Management | Philadelphia, PA | Investment Management | $412,480 |
| Kayne Anderson | New York, NY | Investment Management | $324,850 |
| Frontier Capital Management | Boston, MA | Investment Management | $312,442 |
| Baillie Gifford | Edinburgh | Investment Management | $310,260 |
2017 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Numeric Emerging Markets | Boston, MA | Investment Management | $700,311 |
| Aberdeen Asset Management | Philadephia, PA | Investment Management | $390,783 |
| Frontier Capital Management | Boston, MA | Investment Management | $342,302 |
| Kayne Anderson | New York, NY | Investment Management | $325,381 |
| State Street Bank | Boston, MA | Investment Management | $228,302 |
2016 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Numeric Emerging Markets | Boston, MA | Investment Management | $722,653 |
| Wellington Management Company LLC | Boston, MA | Investment Management | $659,339 |
| State Street Bank | Boston, MA | Investment Management | $383,698 |
| Aberdeen Asset Management | Philadephia, PA | Investment Management | $376,773 |
| Frontier Capital Management | Boston, MA | Investment Management | $368,003 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2023 · Form 990 | ||||||||
| $92,589,948 | $10,757,604 | $2,207,694,000 | $2,207,694,000 | $0 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $85,609,852 | $14,891,245 | $2,005,367,000 | $2,005,367,000 | $0 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $82,489,042 | $16,621,700 | $1,938,113,000 | $1,938,113,000 | $0 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $117,058,642 | $2,596,095 | $2,059,506,000 | $2,059,506,000 | $0 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $65,437,349 | $2,091,974 | $1,621,873,000 | $1,621,873,000 | $0 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $35,814,736 | $2,872,511 | $1,468,738,000 | $1,468,738,000 | $0 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $102,761,078 | $4,477,996 | $1,428,326,000 | $1,428,326,000 | $0 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $51,312,783 | $4,796,747 | $1,400,498,000 | $1,400,498,000 | $0 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $5,886,555 | $1,063,747 | $1,209,399,000 | $1,209,399,000 | $0 | $0 | - | 0 | 0 |
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2023 · Form 990 · $10,757,604 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $10,071,019 | $10,071,019 | - | - | 93.6% | |
| Other (as described) | FEDERAL INCOME TAX | $685,000 | $685,000 | - | - | 6.4% |
| Other (as described) | PURCHASED SERVICES | $1,500 | $1,500 | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSES | $85 | $85 | - | - | 0.0% |
| Total | $10,757,604 | 100% |
2022 · Form 990 · $14,891,245 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $13,680,000 | $13,680,000 | - | - | 91.9% | |
| Other (as described) | MISCELLANEOUS EXPENSES | $886,422 | $886,422 | - | - | 6.0% |
| Other (as described) | PURCHASED SERVICES | $324,823 | $324,823 | - | - | 2.2% |
| Total | $14,891,245 | 100% |
2021 · Form 990 · $16,621,700 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $16,034,726 | $16,034,726 | - | - | 96.5% | |
| Other (as described) | Purchased Services | $561,442 | $561,442 | - | - | 3.4% |
| Other (as described) | Miscellaneous Expenses | $25,532 | $25,532 | - | - | 0.2% |
| Total | $16,621,700 | 100% |
2020 · Form 990 · $2,596,095 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $1,901,328 | - | $1,901,328 | - | 73.2% | |
| Other (as described) | Purchased Services | $544,380 | $544,380 | - | - | 21.0% |
| Other (as described) | Federal Income Tax | $100,000 | $100,000 | - | - | 3.9% |
| Other (as described) | State Income Tax | $40,000 | $40,000 | - | - | 1.5% |
| Other (as described) | Miscellaneous Expenses | $10,387 | $10,387 | - | - | 0.4% |
| Total | $2,596,095 | 100% |
2019 · Form 990 · $2,091,974 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $1,421,451 | - | $1,421,451 | - | 67.9% | |
| Other (as described) | Purchased Services | $545,768 | $545,768 | - | - | 26.1% |
| Other (as described) | Miscellaneous Expenses | $124,755 | $124,755 | - | - | 6.0% |
| Total | $2,091,974 | 100% |
2018 · Form 990 · $2,872,511 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $2,054,814 | $2,054,814 | - | - | 71.5% | |
| Other (as described) | Purchased Services | $512,810 | $512,810 | - | - | 17.9% |
| Other (as described) | Miscellaneous Expenses | $304,887 | $304,887 | - | - | 10.6% |
| Total | $2,872,511 | 100% |
2017 · Form 990 · $4,477,996 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $3,869,690 | $3,869,690 | - | - | 86.4% | |
| Other (as described) | Purchased Services | $519,080 | $519,080 | - | - | 11.6% |
| Other (as described) | Miscellaneous Expenses | $89,226 | $89,226 | - | - | 2.0% |
| Total | $4,477,996 | 100% |
2016 · Form 990 · $4,796,747 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $4,165,288 | $4,165,288 | - | - | 86.8% | |
| Other (as described) | Purchased Services | $491,390 | $491,390 | - | - | 10.2% |
| Other (as described) | Miscellaneous Expenses | $140,069 | $140,069 | - | - | 2.9% |
| Total | $4,796,747 | 100% |
2016 · Form 990 · $1,063,747 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $933,794 | - | $933,794 | - | 87.8% | |
| Other (as described) | Purchased Services | $113,183 | $113,183 | - | - | 10.6% |
| Other (as described) | Miscellaneous Expenses | $16,770 | $16,770 | - | - | 1.6% |
| Total | $1,063,747 | 100% |