ENDOWMENT FOR HEALTH INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ENDOWMENT FOR HEALTH INC (EIN 02-0512290)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-01-30
IRS object ID
202000309349100305
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-01-30T14:35:24-06:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1100AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041041100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020512290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Endowment For Health IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlENDOBusinessNameControlTxt
Phone6032282448PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Pillsbury Street No 301AddressLine1Txt
CityConcordCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYvonne GoldsberryPersonNm
Person TitlePresidentPersonTitleTxt
Phone6032282448PhoneNum
Signature2020-01-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2020-01-28PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,665,322FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,950,895ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,159InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,159InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,244,870DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,244,870DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,299,193NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,507,762GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,299,193CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,496,117TotalRevAndExpnssAmt
Total Net Invst Incm$2,545,222TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$299,401CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$299,401CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$440,631OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$440,631OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$200,728PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$200,728PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,789AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$22,789AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$295,498OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$145,882OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$150,200OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$60,142TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$52,591TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$55,466OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$55,466OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$39,570TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$39,688TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$9,503PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$9,503PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$67,613OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$62,966OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,491,341TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$145,882TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,333,963TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,651,451ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,667,182ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,142,792TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$145,882TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,001,145TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$353,325ExcessRevenueOverExpensesAmt
Net Investment Income$2,399,340NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$207,345CashBOYAmt
Cash EOY$734,028CashEOYAmt
Cash EOYFMV$734,028CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,679,804SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$737,746SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$737,746SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$2,500,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$2,350,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,500,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,500,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$53,352PrepaidExpensesBOYAmt
Prepaid Expenses EOY$38,068PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$38,068PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$10,157,555CorporateBondsBOYAmt
Corporate Bonds EOY$10,719,316CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,719,316CorporateBondsEOYFMVAmt
Other Investments BOY$70,985,869OtherInvestmentsBOYAmt
Other Investments EOY$70,933,872OtherInvestmentsEOYAmt
Other Investments EOYFMV$70,933,872OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$124,741LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$124,741LandBldgEquipAccumDeprecAmt
Other Assets BOY$2,292OtherAssetsBOYAmt
Other Assets EOY$2,292OtherAssetsEOYAmt
Other Assets EOYFMV$2,292OtherAssetsEOYFMVAmt
Total Assets BOY$86,436,217TotalAssetsBOYAmt
Total Assets EOY$85,665,322TotalAssetsEOYAmt
Total Assets EOYFMV$85,665,322TotalAssetsEOYFMVAmt
Accounts Payable BOY$315,073AccountsPayableBOYAmt
Accounts Payable EOY$303,880AccountsPayableEOYAmt
Grants Payable BOY$918,745GrantsPayableBOYAmt
Grants Payable EOY$908,087GrantsPayableEOYAmt
Total Liabilities BOY$1,233,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,211,967TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$85,202,399UnrestrictedBOYAmt
Unrestricted EOY$82,469,941UnrestrictedEOYAmt
Temporarily Restricted EOY$33,019TemporarilyRestrictedEOYAmt
Permanently Restricted EOY$1,950,395PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$85,202,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$84,453,355TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,436,217TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,665,322TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$85,202,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$353,325ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$85,555,724SubtotalAmt
Other Decreases$1,102,369OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$84,453,355TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$21,507,762GrossSalesPriceAmt
Cost Or Other Basis$20,208,569CostOrOtherBasisAmt
Gain Or Loss$1,299,193GainOrLossAmt
Gains Minus Excess Or Losses$1,299,193GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,299,193CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,070,608AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$83,543,621NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048724DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,082,901AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$82,685,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049379DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,518,837AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$77,188,237NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045588DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,916,307AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$83,003,573NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047182DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,235,846AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$84,041,672NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038503DistributionYr5Rt
Total Distribution0.229376TotalDistributionRt
Average Distribution0.045875AverageDistributionRt
Net Vl Noncharitable Assets$79,935,869NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,667,058AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$23,993NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,691,051AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,001,145QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$23,993InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,993SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,993TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31,187EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,187TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,194OverpaymentAmt
Applied To ES Tax$7,194AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.endowmentforhealth.orgWebsiteAddressTxt
Individual With BooksSusan FultonIndividualWithBooksNm
Phone6032282448PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1One Pillsbury Street Suite 301AddressLine1Txt
CityConcordCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Randy Foose
One Pillsbury Street Suite 301ConcordNH03301Chair2.00$0$0$0
Jody Hoffer Gittell
One Pillsbury Street Suite 301ConcordNH03301Vice Chair1.00$0$0$0
Brian Presti
One Pillsbury Street Suite 301ConcordNH03301Treasurer2.00$0$0$0
John Wallace
One Pillsbury Street Suite 301ConcordNH03301Secretary1.00$0$0$0
Frank DeGiovanni
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Ned Helms
One Pillsbury Street Suite 301ConcordNH03301Director, Past Vice Chair1.00$0$0$0
Chris Mathews
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Jennifer Near
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Michael Ostrowski
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Maria Padin
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Betsy Paine
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Anthony Poore
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Adrienne Rupp
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
John Snow
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Jackie Sparks
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Yvonne Goldsberry
One Pillsbury Street Suite 301ConcordNH03301President37.50$190,000$32,749$0
Sue Fulton
One Pillsbury Street Suite 301ConcordNH03301Chief Financial Officer37.50$109,401$30,408$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Kim Firth
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$95,344$32,290$0
Karen Ager
One Pillsbury Street Suite 301ConcordNH03301Director of Communic37.50$86,889$38,688$0
Melina Hill Walker
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$92,702$27,662$0
Kelly Laflamme
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$99,014$18,914$0
Cheryl Dempsey
One Pillsbury Street Suite 301ConcordNH03301Administrative Manag37.50$63,630$19,996$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Prime BuchholzBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 Corporate DriveAddressLine1Txt
CityPortsmouthCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03801ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment AdvisorServiceTypeTxt
Compensation$80,455CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Staff working to collaborate with community partners to ensure the healthy development of children and improving the behavioral health of children and their families in NH to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues.Description1Txt
Expenses1$187,600Expenses1Amt
Description2Staff working to collaborate with community partners to advancing health and equity for all residents in NH, in particular racial, ethnic and language minorities in NH, in order to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues.Description2Txt
Expenses2$207,176Expenses2Amt
Description3Staff working in collaboration with community partners to advance healthy aging for all NH residents by convening stakeholders, providing technical and policy expertise, and supporting communication efforts to advance a new conversation about aging in our state.Description3Txt
Expenses3$203,923Expenses3Amt
Description4Staff working to collaborate with community partners to build health policy capacity in NH to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues.Description4Txt
Expenses4$119,968Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$78,950,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,162,476AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$40,622FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$81,153,166TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$81,153,166AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,217,297CashDeemedCharitableAmt
Net Vl Noncharitable Assets$79,935,869NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,996,793MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,996,793MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,993TaxBasedOnInvestmentIncomeAmt
Total Tax$23,993TotalTaxAmt
Distributable Before Adj$3,972,800DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,972,800DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,972,800DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,001,145ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,001,145QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$23,993PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,977,152AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,972,800DistributableAsAdjustedAmt
Undistributed Income PY$3,828,291UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,001,145QualifyingDistributionsAmt
Applied To Year1$3,828,291AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$172,854AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,799,946UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEndowment for Health IncRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1One Pillsbury Street Suite 301AddressLine1Txt
CityConcordCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6032282448RecipientPhoneNum
Form And Info And MaterialsCall 603-228-2448 for grant application or see the Endowment's webiste: www.endowmentforhealth.org.FormAndInfoAndMaterialsTxt
Submission DeadlinesVarious dates depending on type of grant: see application for details.SubmissionDeadlinesTxt
Restrictions On AwardsProjects must benefit the citizens of New Hampshire and be health related. Recipients must be 501(c)(3) organizations or municipalities. See application guidelines for additional restrictions.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo help policymakers and providers understand the importance of young children's healthy social-emotional development by creating messaging tools and presentations.$4,000
Health Resources in Action
2 Boylston St 4th FloorBostonMA02116N/APCTo enhance capacity to promote infant and early childhood mental health by conducting an assessment to establish workforce development needs.$32,600
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo strengthen the field of childrens behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$10,000
National Alliance on Mental Illness-New Hampshire
85 N State StreetConcordNH03301N/APCTo ensure quality advocacy, knowledge development and nonprofit capacity building leadership for the mental health system which supports NH's children and their families by providing operating support.$25,000
National Alliance on Mental Illness-New Hampshire
85 N State StreetConcordNH03301N/APCTo develop family leadership in NH's children's behavioral health system through identification and engagement, providing training and support in advocacy and outreach, fostering and mentoring family leaders as advocates, and expanding grassroots family-to-family peer supports.$36,555
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo strengthen the Children's Behavioral Health Collaborative's impact by evaluating the current structure and assessing its current role in the field and by supporting strategic opportunities.$17,500
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo improve the behavioral health of NH's children and their families by implementing a collective impact initiative based on the statewide Plan, Transforming Children's Behavioral Health Care.$200,000
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo promote the importance of investing in early childhood by using a range of messaging tools.$115,000
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo strengthen the early childhood field's shared purpose by providing core operating support to Spark NH.$50,000
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice.$45,293
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$10,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$10,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo strengthen the early childhood field by supporting research needed to inform policy decisions.$994
Conservation Law Foundation
27 North Main StConcordNH033014930N/APCTo build advocacy capacity for environmental justice in NH.$25,000
Granite State Organizing Project GSOP
383 Beech StreetManchesterNH03103N/APCTo enhance leadership capabilities and educational attainment of primarily youth of color in the Manchester and Nashua School Districts by providing support to expand the YOU program to youth at Memorial and West High Schools in Manchester and Nashua North and South High Schools.$30,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo enhance capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups.$70,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo enhance the knowledge of NH residents, health policy leaders and practitioners about important health equity issues, activities, and successful national/state-based programs by supporting specific communication strategies.$15,000
Lamprey Health Care
207 South Main StreetNewmarketNH03057N/APCTo draw on the expertise of NH's Leaders of Color to train and develop a cohort of promising/rising minority community leaders with an equity frame knowledge base and concrete skills for participating in leadership (committees, boards, mainstream leadership development programs) while building collective impact capacity in communities of color.$40,000
Lamprey Health Care
207 South Main StreetNewmarketNH03057N/APCNew Hampshire Health and Equity Partnership.$27,060
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy Street 9th FloorBostonMA02111N/APCTo create welcoming communities in NH into which immigrants are more likely to integrate by facilitating community collaboration, promoting a welcoming community climate and advocating for institutional change that promotes mutual respect and cooperation between foreign-born and U.S.-born Americans.$30,000
Nackey S Loeb School of Communication
749 East Industrial Park DriveManchesterNH03109N/APCTo raise awareness of barriers to civic discourse in the Lakes Region and educate residents about opportunities to improve racial justice and welcoming activities in the state by covering a variety of issues related to social determinants of health and to examine solutions to the existance of hate groups locally and statewide.$51,513
University of New Hampshire
51 College RoadDurhamNH03824N/APCTo create more equitable and inclusive leadership practices in NH organizations and communities through an intensive series of facilitated dialogues focused on systemic and structural racism, implicit bias, and privilege associated with social identities.$40,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCTo create more equitable and inclusive leadership practices in New Hampshire organizations and communities, through an intensive series of facilitated dialogues focused on systemic and structural racism, implicit bias, and privilege associated with racial identity.$35,000
Antioch University New England
40 Avon StKeeneNH03431N/APCNH Integrated Behavioral Health Workforce Development Project - Phase 3.$74,550
Antioch University New England
40 Avon StKeeneNH03431N/APCElder Health Field Assessment.$29,000
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA02199N/APCTo help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$19,000
Fannie E Rippel Foundation
14 Maple Ave Suite 200MorristownNJ07960N/APFProvide operating support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative.$25,000
Foundation for Healthy Communities
125 Airport RdConcordNH03301N/APCTo improve the health of NH residents by increasing the quality of behavioral health collaborative services provided in hospital emergency care departments and aligned community settings.$70,000
Granite United Way
22 Concord Street 2ManchesterNH03101N/APCRecovery Friendly Workplace Initiative Gap Assessment.$5,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo support the operations of Health Strategies by providing operating support.$1,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo conduct research and convene key stakeholders and develop community engagement materials to support improved health policy decision-making.$10,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo measure progress on recommendations made in a 2015 Advocacy Report and to identify potential opportunities, strategies or partners to further the advocacy field by conducting a field assessment.$16,132
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making.$10,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo strengthen the capacity of funders in NH to strategically coordinate and co-fund grantmaking by completing a baseline report that maps the states philanthropic landscape.$5,000
Leadership New Hampshire
PO Box 3446ConcordNH03302N/APCBuild a community of informed leaders in NH to increase civic engagement and strengthen communities through connecting and educating a diverse pool of engaged, or emerging, leaders about the State of New Hampshire.$10,000
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations.$160,000
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCNH Advocacy Hub$100,000
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCNH Advocacy Hub$120,000
New Hampshire Center for Nonprofits
194 Pleasant Street Suite 14ConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Community Loan Fund
7 Wall StreetConcordNH03301N/APCTo sustain general operations and ensure nonprofit capacity building focused on improving the health of vulnerable residents of NH by addressing housing needs as a critical determinate of health.$50,000
New Hampshire Fiscal Policy Institute
64 North Main Street 3rd FloorConcordNH03301N/APCTo ensure quality advocacy and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$75,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301N/APCTo ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Public Health Association
4 Park St Suite 403ConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$55,000
New Hampshire Public Radio
2 Pillsbury Street 6th FloorConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCTo conduct research and analysis necessary to create the 2019 New Hampshire Civic Health Index Report and prepare materials necessary to engage local communities in discussions about civic health.$25,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCProvide critical information on access to health care and coverage for the health policy community.$75,241
University of New Hampshire
51 College RoadDurhamNH03824N/APCBehavioral Health Integration Learning Collaborative$80,000
Grantmakers in Aging
2001 Jefferson Davis Highway SteArlingtonVA22202N/APCGrantmakers in Aging Membership$1,600504
Grantmakers in Aging
2001 Jefferson Davis Highway SteArlingtonVA22202N/APCGrantmakers in Aging Membership$1,600504
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo increase the capacity of the Healthy Aging field to implement Reframing Aging tools and recommendations in NH.$30,000
Maine Community Foundation
245 Main StreetEllsworthME04605N/APCReframing Aging in Northern New England$10,000
Maine Council on Aging
PO Box 988BrunswickME04011N/APCEnhancing the Care and Health of Older Adults Living with Dementia Across NNE$10,000
Maine Council on Aging
PO Box 988BrunswickME04011N/APCTri-State Learning Collaborative on Aging$25,000
New Hampshire Fiscal Policy Institute
64 North Main Street 3rd FloorConcordNH03301N/APCHome and Community Based Care Study$10,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301N/APCTo build advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners.$90,000
The Gerontological Society of America
1220 L St NW Ste 901WashingtonDC20005N/APCLinking NH to the National Reframing Aging Network$17,500
University of New Hampshire
51 College RoadDurhamNH03824N/APCTo create a stronger base of engaged and informed community leaders advocating for the health and well-being of older people by building an alumni network of graduates of the NH Senior Leadership Program.$15,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCTo advance equity in NH's healthy aging field through a professional development process steeped in understanding white privilege and addressing systemic racism for sector leaders who identify as white.$10,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCAdvance a shared vision for age friendly communities in NH through a collective impact approach by providing backbone support to the NH Alliance of Healthy Aging.$180,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCThe NH Business Acumen Project will advance the readiness of NH Community Based Organizations (CBOs) to partner with integrated healthcare entities by monitoring the current public funding environment, assessing current CBO status and needs, and addressing such needs through technical assistance and training through experts and training materials.$20,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCBuild the momentum of multiple healthy aging initiatives underway in NH by convening a statewide conference on aging that offers cross-initiative learning, encourages collaboration, and fosters partnerships.$10,000
Conservation Law Foundation
27 North Main StConcordNH033014930N/APCTo equip and mobilize six municipalities to take local actions that will protect children from the avoidable, lifelong impacts of childhood lead poisoning through civic engagement.$20,000
Cornerstone VNA
178 Farmington RoadRochesterNH03867N/APCHome Care Sepsis Initiative Screening and Intervention Protocol$2,500
Families in Transition
122 Market StreetManchesterNH03101N/APCStrengthening the Infrastructure and Outcomes of Manchester's Homeless Services System.$20,000
Foundation for Healthy Communities
125 Airport RdConcordNH03301N/APCAligning Investments to Improve Population Health in New Hampshire$8,250
Franklin Visiting Nurse Association and Hospice
75 Chestnut StreetFranklinNH03235N/APCTelehealth Pilot Program and Training$2,500
Granite United Way
22 Concord Street 2ManchesterNH03101N/APC2-1-1 NH Web Site Refresh$10,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFTo reduce/eliminate information disorder by providing a one day workshop for journalists on how to discover, verify and ethically and responsibly report.$10,000
Health Strategies of New Hampshire
One Pillsbury Street Ste 301ConcordNH03301N/APOFPower Literacy Workshop$10,692
Leadership New Hampshire
PO Box 3446ConcordNH03302N/APCUnderstanding our State - Equity and Dialogue$10,000
New American Africans
4 Park St Suite 304ConcordNH03301N/APCEvaluation and Strategic Planning$3,500
New Hampshire Association for the Blind
25 Walter StConcordNH03301N/APCInfrastructure and Database Upgrades$10,000
New Hampshire Coalition Against Domestic & Sexual Violence
PO Box 353ConcordNH03302N/APCStatewide Victim Services Data Collection Enhancement Project, Phase 1$20,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301N/APCTo increase awareness of elder financial exploitation by educating the public on how to identify the signs, prevention, and how to access resources to help victims.$20,000
New Hampshire Public Health Association
4 Park St Suite 403ConcordNH03301N/APCTo strengthen State and local capacity to deliver high-quality oral health services by providing access to expert speakers on important oral health issues.$2,000
New Hampshire Public Health Association
4 Park St Suite 403ConcordNH03301N/APCStrategic Planning for the NH Oral Health Coalition$6,425
New Hampshire Women's Foundation
18 Low Ave Suite 205ConcordNH03301N/APCA Call to Men (ACM)$2,000
North Country Education Services Agency Inc
300 Gorham Hill RoadGorhamNH03581N/APCImplementation Science Institute for North Country Schools & Partners$12,122
Park Street Foundation
20 Park StreetConcordNH03301N/APCIntentional Early Learning & Family Engagement$15,000
Partnership for Public Health Inc
67 Water StreetLaconiaNH03246N/APCRegional Health Officer Technical Assistance$12,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCIdentifying Motivators and Barriers for NH College Students Considering Behavioral Health Careers$19,695
Waypoint
464 Chestnut StreetManchesterNH03105N/APCRaiser's Edge NXT Implementation$9,360
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,667,182TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Keene State College
229 Main StreetKeeneNH03435N/APCTo provide technical support to the NH Departments of Education and Health & Human Services as they prepare the Year 4 System of Care Implementation Report and Executive Summary.$39,884
Keene State College
229 Main StreetKeeneNH03435N/APCAssess the current status and progress in development of the Children's Behavioral Health field$35,000
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo strengthen the Children's Behavioral Health Collaborative's impact by evaluating the current structure and assessing its current role in the field and by supporting strategic opportunities.$17,500
University of New Hampshire
51 College RoadDurhamNH03824N/APCTo deepen awareness and action on race and equity within New Hampshire's children's behavioral health field by implementing the Leadership Learning Exchange for Equity.$19,977
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo strengthen the early childhood field's shared purpose by providing core operating support to Spark NH.$50,000
Harvard Kennedy School of Government
79 JFL StreetCambridgeMA02138N/APCTo build family capabilities to enhance the healthy development of children by providing intensive technical assistance that builds the capacity of NH's Department of Health and Human Services (NH DHHS) staff to design and implement a suite of initiatives.$40,000
New Hampshire Association for Infant Mental Health
PO Box 1421ConcordNH03302N/APCTo increase the competence of NH's children's mental health workforce in diagnosing, assessing and treating children birth through age 6 by providing professional development in the DC: 0 - 5 Diagnostic Classification.$35,979
Conservation Law Foundation
27 North Main StConcordNH033014930N/APCTo build advocacy capacity for environmental justice in NH.$25,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo enhance the capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups.$35,000
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy Street 9th FloorBostonMA02111N/APCTo serve as a learning collaborative and safe space where practitioners working on Immigrant Integration, in particular representatives from the formerly four funded regions of the Immigrant Integration Initiative, can learn together how to implement and sustain robust and successful immigrant integration efforts AND maintain a learning community to share knowledge and address ongoing challenges that arise.$30,000
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA02199N/APFTo help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$19,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301N/APCTo ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Public Health Association
4 Park St Suite 403ConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$60,000
New Hampshire Public Radio
2 Pillsbury Street 6th FloorConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Fiscal Policy Institute
64 North Main Street 3rd FloorConcordNH03301N/APCTo ensure quality advocacy and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$75,000
New Hampshire Center for Nonprofits
194 Pleasant Street Suite 14ConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
University of New Hampshire
51 College RoadDurhamNH03824N/APCTo develop and support a forum that will identify critical health policy issues and analyze data to understand the implications of policy changes on NH residents and health care providers.$200,000
Fenway Health
1340 Boylston StreetBostonMA02215N/APCCreate increased awareness of and readiness to work with lesbian, gay, bisexual and transgender (LGBT) older people among mainstream aging services providers through two training opportunities.$4,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo improve understanding of existing capacity for providing LGBT-affirmative and competent aging services in our state and where/how we can build greater capacity to serve the most vulnerable older people in our communities.$40,000
New Hampshire Public Health Association
4 Park St Suite 403ConcordNH03301N/APCTo strengthen State and local capacity to deliver high-quality oral health services by providing access to expert speakers on important oral health issues.$2,000
Grantmakers for Effective Organizations
1310 L Street NW Suite 650WashingtonDC20005N/APCTo improve foundation grantmaking practices by providing an opportunity for funders to explore smarter grantmaking approaches.$5,000
Solutions Journalism Network Inc
79 Madison Ave 2nd Floor 224New YorkNY10016N/APCTo support the Laconia Daily Sun's year-long series on issues of race, civil discourse and the social determinants of health by providing technical assistance from the Solutions Journalism Network.$10,400
City of Nashua
18 Mulberry StreetNashuaNH03060N/APCTo increase awareness of substance use prevention by hosting a Legislative Breakfast to get the conversation started.$2,500
National Alliance on Mental Illness-New Hampshire
85 N State StreetConcordNH03301N/APCTo develop family leadership in NH's childrens behavioral health system through identification and engagement, providing training and support in advocacy and outreach, fostering and mentoring family leaders as advocates, and expanding grassroots family-to-family peer supports.$36,554
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice.$45,293
Granite United Way
22 Concord Street 2ManchesterNH03101N/APCProvide operating support that leverages other funding for provider trainings for the Recovery Friendly Workplace Initiative.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$908,087TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,159ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,244,870ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,299,193ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,545,222ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,545,222TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1The New Hampshire Medical Malpractice Joint Underwriting AssociationBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o John R Elias State of NH InsuraAddressLine1Txt
CityConcordCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03301ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,950,395TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$22,789Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$22,789DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-09-18$17,500(FY 2017 Grant ID: 2368.02) To strengthen the field of children's behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$17,500NoJune 30, 2018 and June 30, 2019.Reports verified June 30, 2018 and June 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-09-18$7,500(FY 2017 Grant ID: 2537.02) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$7,500NoGrant Report rcvd June 30, 2019. Report verified June 30, 2019.Report verified June 30, 2019.
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA021992018-09-17$19,000(FY 2018 Grant ID: 1510.13) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$19,000NoJuly 15, 2019. Report verified September 30, 2019.Report verified September 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-09-17$20,000(FY 2018 Grant ID: 2705) To conduct a comprehensive, statewide study of the early childhood education (ECE) workforce in New Hampshire.$0All funds will be expended as intended in the grant.Report rcvd June 30, 2019. Grant report due June 30, 2020.$0 spent, report verified June 30, 2019. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-09-17$2,000(FY 2018 Grant ID: 1950.06) To support the operations of Health Strategies by providing operating support.$1,151All funds will be expended as intended in the grant.Grant Report rcvd June 30, 2019. Report verified June 30, 2019.$1,151 spent by grantee. Final report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-09-17$47,940(FY 2018 Grant ID: 2655.02) To enhance capacity of NH's leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups.$47,940NoReport rcvd June 30, 2019Report verified June 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-09-17$145,000(FY 2018 Grant ID: 2707) To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children.$0All funds will be expended as intended in the grant.Report rcvd June 30, 2019. Grant report due June 30, 2020.$0 spent, report verified June 30, 2019, final report due June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-09-17$10,000(FY 2018 Grant ID: 2504.02) To enhance knowledge leading to improved policy and practice in health equity by supporting the communication and distribution statewide of information.$0All funds will be expended as intended in the grant.Report due June 30, 2019, verified June 30, 2019. Report due June 30, 2020.$0 spent. Report verified June 30, 2019, final report due June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-06-25$25,000(FY 2018 Grant ID: 2655.01) To enhance capacity of NH's leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups.$25,000NoReport received September 30, 2018, Final report rcvd June 30, 2019.Reports verified September 30, 2018 and June 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-03-26$50,000(FY 2018 Grant ID: 2679) To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making.$45,481No, $45,481 spent, $4,519 returned to the Endowment for Health.Report received September 30, 2018, Final report rcvd June 30, 2019.$45,481 spent, $4,519 returned to the Endowment. Final report verified June 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-01-29$9,400(FY 2018 Grant ID: 2420.04) To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders through convening stakeholders, providing training and undertaking research.$9,340No, $9,340 spent, $60 returned to the Endowment for Health.Report rcvd September 30, 2018, Final report rcvd June 30, 2019.$9,340 spent, $60 returned to the Endowment. Reports verified September 30, 2018 and June 30, 2019.
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA021992017-11-20$18,500(FY 2018 Grant ID: 1510.12) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$18,500NoReport received August 1, 2018 and July 15, 2019.Reports verified August 1, 2018 and July 15, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-11-20$20,000(FY 2018 Grant ID: 2655) To enhance capacity of NH's leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups.$20,000NoReport received September 30, 2018, final report rcvd June 30, 2019.Reports verified September 30, 2018 and June 30, 2019.
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA021992019-09-23$19,000(FY 2019 Grant ID: 1510.14) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$0All funds will be expended as intended in the grant.Report is due September 30, 2020.$0 spent. Report will be verified September 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-09-23$1,000(FY 2019 Grant ID: 1950.07) To support the operations of Health Strategies.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-04-15$10,000(FY 2019 Grant ID: 2368.03) To strengthen the field of childrens behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-11-19$5,000(FY 2019 Grant ID: 2421.04) To strengthen the early childhood field by supporting research needed to inform policy decisions.$994No, $994 spent, $4,006 returned to the Endowment for Health.Grant report rcvd June 30, 2019.$994 spent, $4,006 returned to the Endowment. Report verified June 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-04-15$10,000(FY 2019 Grant ID: 2537.03) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$10,000NoGrant report rcvd June 30, 2019.Report verified June 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-09-23$10,000(FY 2019 Grant ID: 2537.04) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-11-19$70,000(FY 2019 Grant ID: 2655.03) To enhance capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups.$70,000NoGrant report rcvd June 30, 2019.Report verified June 30, 2019.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-09-23$35,000(FY 2019 Grant ID: 2655.04) To enhance capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-06-17$10,000(FY 2019 Grant ID: 2679.01) To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-09-23$10,000(FY 2019 Grant ID: 2679.02) To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-11-19$15,000(FY 2019 Grant ID: 2714) To enhance the knowledge of NH residents, health policy leaders and practitioners about important health equity issues, activities, and successful national/state-based programs by supporting specific communication strategies.$6,300All funds will be expended as intended in the grant.Grant report rcvd June 30, 2019. Final report due June 30, 2020.$6,300 spent. Report verified June 30, 2019. Final report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012018-11-19$11,000(FY 2019 Grant ID: 2715) To foster a culture of powerful citizenship by providing a workshop with Eric Liu, author, educator, civic entrepreneur and founder and CEO of Citizen University.$10,692No, $10,692 spent, $308 returned to the Endowment for Health.Grant report rcvd June 30, 2019. Report verified June 30, 2019.$10,692 spent, $308 returned to the Endowment. Report verified June 30, 2019.
Frannie E Rippel Foundation
14 Maple Avenue Suite 200MorristownNJ079602018-11-19$25,000(FY 2019 Grant ID: 2716) Provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative.$0All funds will be expended as intended in the grant.Grant report due December 31, 2020.$0 spent. Report will be verified December 31, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-01-28$30,000(FY 2019 Grant ID: 2719) To increase the capacity of the Healthy Aging field to implement Reframing Aging tools and recommendations in NH.$19,795All funds will be expended as intended in the grant.Grant report rcvd June 30, 2019. Final report due June 30, 2020.$19,795 spent. Report verified June 30, 2019. Final report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-06-17$5,000(FY 2019 Grant ID: 2736) To strengthen the capacity of funders in NH to strategically coordinate and co-fund grantmaking by completing a baseline report that maps the states philanthropic landscape.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-07-31$10,000(FY 2019 Grant ID: 2742) To reduce/eliminate information disorder by providing a one day workshop for journalists on how to discover, verify and ethically and responsibly report.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-09-23$40,000(FY 2019 Grant ID: 2743) To improve understanding of existing capacity for providing LGBT-affirmative and competent aging services in our state and where/how we can build greater capacity to serve the most vulnerable older people in our communities.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012019-09-23$16,132(FY 2019 Grant ID: 2758) To measure progress on recommendations made in a 2015 Advocacy Report and to identify potential opportunities, strategies or partners.$0All funds will be expended as intended in the grant.Report is due June 30, 2020.$0 spent. Report will be verified June 30, 2020.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990-PF, Page 5, Part VII-A, Line 11FormAndLineReferenceDesc
Medium ExplanationName of Controlled Entity: Health Strategies of New Hampshire, Inc.EIN: 20-8632971Address: One Pillsbury Street, Suite 301, Concord, NH 03301Excess Business Holding: NoMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Colchis$3,766,889$3,766,889
StoneRidge Alternative Lending$2,123,376$2,123,376
TIAA Cref$4,829,051$4,829,051

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (34 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Guggenheim Russell 1000 EqualFMV$7,907,025$7,907,025
Vanguard Total InternationalFMV$6,796,180$6,796,180
Vanguard Total Stock MarketFMV$12,505,753$12,505,753
Forester Diversified LTDFMV$5,594,607$5,594,607
Highclere International Investors SMID FundFMV$2,386,857$2,386,857
Legacy Venture VI LLCFMV$1,754,836$1,754,836
Borealis Granite FundFMV$1,538,670$1,538,670
Legacy Venture VII LLCFMV$1,531,066$1,531,066
Legacy Venture VIII, LLCFMV$700,479$700,479
RCP Fund IX LPFMV$860,231$860,231
BPG Investment Partnership VIIA, LPFMV$1,223,101$1,223,101
BPG Investment Partnership VIIIA, LPFMV$15,451$15,451
StoneRidgeFMV$3,609,258$3,609,258
Angelo GordonFMV$1,958,516$1,958,516
JuniperFMV$1,533,433$1,533,433
RCP XIFMV$419,633$419,633
SouthpointFMV$2,052,441$2,052,441
AnchorageFMV$1,785,517$1,785,517
VNG EmergingFMV$446,965$446,965
RCP 12FMV$254,429$254,429
Davidson KemperFMV$3,755,901$3,755,901
GEMFMV$182,686$182,686
NGPFMV$616,907$616,907
Juniper 3FMV$310,599$310,599
RCP 13FMV$42,298$42,298
Lyme TimberFMV$88,996$88,996
Legacy 9FMV$83,454$83,454
AG Realty 10FMV$66,473$66,473
RCP Fund 14FMV$10,000$10,000
Generation GlobalFMV$3,000,000$3,000,000
Generation AsiaFMV$1,500,000$1,500,000
Nut TreeFMV$1,016,734$1,016,734
VardeFMV$990,717$990,717
Nyes LegeFMV$4,394,659$4,394,659

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDepositsDesc
BOY Book Value$2,292BOYBookValueAmt
EOY Book Value$2,292EOYBookValueAmt
EOYFMV$2,292EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized LossDesc
Amt$1,102,369Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Miscellaneous$12,987$0$0$8,410
Insurance$23,590$0$0$23,590
Office Expenses$16,095$0$0$16,025
Telephone Expense$8,156$0$0$8,156
Computer/Equipment Repairs & Maintenance$6,120$0$0$6,120
Freight/Postage$665$0$0$665

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Consulting - Investments$80,405$80,405$0$0
Consulting$149,616$0$0$150,200
Investment Fees$65,477$65,477$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$7,551$0$0$0
Payroll Tax$52,516$0$0$52,516
Other Tax$75$0$0$75

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Health Strategies of New Hampshire IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Pillsbury Street Suite 301AddressLine1Txt
CityConcordCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03301ZIPCd
FieldValueIRS element (for citing)
EIN208632971EIN
DescGrant to wholly-owned subsidiary.Desc
Amt$279,239Amt
FieldValueIRS element (for citing)
Total$279,239TotalAmt

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