ENDOWMENT FOR HEALTH INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ENDOWMENT FOR HEALTH INC (EIN 02-0512290)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-02-07
IRS object ID
201900389349100605
Schema version
2017v2.3
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)
Return2019-02-07T13:05:40-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

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 Begin2017-10-01TaxPeriodBeginDt

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
Signature2019-01-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2019-01-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.49.157.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-29IPDt
IP Tm18:00:36IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8137B2580CE35FA01CCDEB6EA4E8E3B48DE58F96AtSubmissionCreationDeviceId
At Submission Filing Device IdC86B3C3384E7B30FA9F9EB149CE7FBCC333204C6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$86,436,217FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$887InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$887InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,121,508DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,121,508DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,158,810NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,814,630GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,158,810CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,281,205TotalRevAndExpnssAmt
Total Net Invst Incm$3,281,205TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$294,458CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$294,458CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$434,209OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$434,209OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$195,336PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$195,167PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,739LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$4,739LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,014AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$22,014AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$304,008OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$159,956OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$144,812OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$137,563TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$51,947TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$61,230OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$61,555OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$46,001TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$44,899TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$9,201PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$9,201PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,099OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$59,746OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,565,858TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$159,956TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,322,747TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,487,406ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,779,073ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,053,264TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$159,956TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,101,820TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$772,059ExcessRevenueOverExpensesAmt
Net Investment Income$3,121,249NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$67,146CashBOYAmt
Cash EOY$207,345CashEOYAmt
Cash EOYFMV$207,345CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,084,765SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,679,804SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,679,804SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$775AcctRcvblBOYAmt
Other Nts And Loans Rcvbl$2,350,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$2,350,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,350,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,350,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$36,387PrepaidExpensesBOYAmt
Prepaid Expenses EOY$53,352PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$53,352PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$9,109,204CorporateBondsBOYAmt
Corporate Bonds EOY$10,157,555CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,157,555CorporateBondsEOYFMVAmt
Other Investments BOY$68,086,757OtherInvestmentsBOYAmt
Other Investments EOY$70,985,869OtherInvestmentsEOYAmt
Other Investments EOYFMV$70,985,869OtherInvestmentsEOYFMVAmt
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$83,737,326TotalAssetsBOYAmt
Total Assets EOY$86,436,217TotalAssetsEOYAmt
Total Assets EOYFMV$86,436,217TotalAssetsEOYFMVAmt
Accounts Payable BOY$261,196AccountsPayableBOYAmt
Accounts Payable EOY$315,073AccountsPayableEOYAmt
Grants Payable BOY$1,128,591GrantsPayableBOYAmt
Grants Payable EOY$918,745GrantsPayableEOYAmt
Total Liabilities BOY$1,389,787TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,233,818TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$82,347,539UnrestrictedBOYAmt
Unrestricted EOY$85,202,399UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$82,347,539TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,202,399TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$83,737,326TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,436,217TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,347,539TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$772,059ExcessRevenueOverExpensesAmt
Other Increases$3,626,919OtherIncreasesAmt
Subtotal$85,202,399SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$85,202,399TotNetAstOrFundBalancesEOYAmt

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$11,814,630GrossSalesPriceAmt
Cost Or Other Basis$9,655,820CostOrOtherBasisAmt
Gain Or Loss$2,158,810GainOrLossAmt
Gains Minus Excess Or Losses$2,158,810GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,158,810CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,082,901AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$82,685,051NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049379DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,518,837AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$77,188,237NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045588DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,916,307AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$83,003,573NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047182DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,235,846AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$84,041,672NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038503DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,273,618AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$78,734,365NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041578DistributionYr5Rt
Total Distribution0.222230TotalDistributionRt
Average Distribution0.044446AverageDistributionRt
Net Vl Noncharitable Assets$83,543,621NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,713,180AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$31,212NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,744,392AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,101,820QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$31,212InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,212SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,212TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$47,868EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$47,868TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,656OverpaymentAmt
Applied To ES Tax$16,656AppliedToESTaxAmt
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 BylawsYes (1)ChangesToArticlesOrBylawsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Orville Fitch
One Pillsbury Street Suite 301ConcordNH03301Past Chair2.00$0$0$0
Randy Foose
One Pillsbury Street Suite 301ConcordNH03301Chair2.00$0$0$0
Jody Hoffer Gittell
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Yvonne Goldsberry
One Pillsbury Street Suite 301ConcordNH03301President37.50$185,000$32,126$0
Steve Lawlor
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Kathleen Murphy
One Pillsbury Street Suite 301ConcordNH03301Secretary2.00$0$0$0
Amanda Osmer
One Pillsbury Street Suite 301ConcordNH03301Past Director1.00$0$0$0
Maria Padin
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Brian Presti
One Pillsbury Street Suite 301ConcordNH03301Treasurer2.00$0$0$0
Cindy Rosenwald
One Pillsbury Street Suite 301ConcordNH03301Past Director1.00$0$0$0
Adrienne Rupp
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Jackie Sparks
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
John Wallace
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Sue Fulton
One Pillsbury Street Suite 301ConcordNH03301Chief Financial Officer37.50$109,458$29,828$0
Frank DeGiovanni
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Ned Helms
One Pillsbury Street Suite 301ConcordNH03301Vice Chair1.00$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
Anthony Poore
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
John Snow
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Betsy Paine
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Karen Ager
One Pillsbury Street Suite 301ConcordNH03301Director of Communic37.50$89,078$36,893$0
Kim Firth
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$93,688$30,602$0
Melina Hill Walker
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$89,312$28,139$0
Kelly Laflamme
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$97,072$18,342$0
Cheryl Dempsey
One Pillsbury Street Suite 301ConcordNH03301Administrative Manag37.50$64,890$19,370$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$81,555CompensationAmt
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$182,016Expenses1Amt
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$179,191Expenses2Amt
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$172,117Expenses3Amt
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$109,661Expenses4Amt

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$82,079,722AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$386,137AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,350,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$84,815,859TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$84,815,859AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,272,238CashDeemedCharitableAmt
Net Vl Noncharitable Assets$83,543,621NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,177,181MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,177,181MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,212TaxBasedOnInvestmentIncomeAmt
Total Tax$31,212TotalTaxAmt
Distributable Before Adj$4,145,969DistributableBeforeAdjAmt
Recoveries Qualfied Distri$81,822RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,227,791DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,227,791DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,101,820ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,101,820QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$31,212PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,070,608AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,227,791DistributableAsAdjustedAmt
Undistributed Income PY$3,702,320UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,101,820QualifyingDistributionsAmt
Applied To Year1$3,702,320AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$399,500AppliedToCurrentYearAmt
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$3,828,291UndistributedIncomeCYAmt
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 (80 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU Foundation of New Hampshire
18 Low AveConcordNH03301N/APCTo engage college and high school students to become race ambassadors in their communities and on campuses by participating in a daylong forum and training on talking about race.$15,000
Adoptive Families for Children Foundation
18 Centre StConcordNH03301N/APCTo establish a NH Adoption Resource Exchange in order to create awareness of children legally free for adoption through the New Hampshire Department for Children, Youth and Families and further promote permanency for all children.$10,000
Antioch University New England
40 Avon StKeeneNH03431N/APCTo improve the ability of primary care practices to create integrated workflows for patient care and to train behavioral health workforce in integrated behavioral healthcare practices.$79,975
Antioch University New England
40 Avon StKeeneNH03431N/APCTo assess the state of the Early Childhood field in New Hampshire, using the FASST Tool 3.0 and Documentation Review.$17,938
Antioch University New England
40 Avon StKeeneNH03431N/APCTo assess the state of the Early Childhood field in New Hampshire, using the FASST Tool 3.0 and Documentation Review.$7,512
Bi-State Primary Care
525 Clinton StBowNH03304N/APCTo strengthen capacity of primary care providers to participate in Medicaid Care Management system and promote integrated care delivery.$47,272
Black Heritage Trail of New Hampshire Inc
PO Box 6772PortsmouthNH03802N/APCTo promote equitable communities by providing a conference focused on the connections between racial history and health equity.$10,000
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.$18,500
Community Health InstituteJSI Research & Training
501 South StBowNH03304N/APCTo conduct research and convene stakeholders about health care Community Benefit reporting in New Hampshire in order to clarify current guidance, resolve differences of interpretation and align with current federal reporting definitions.$18,601
Court Appointed Special Advocates (CASA) of New Hampshire
PO Box 1327ManchesterNH03105N/APCTo serve 100% of the children and youth in need in NH by developing and implementing a strong strategic plan that will: 1) provide direction to expand our brand awareness across the state; 2) build the capacity of the organization to serve more children; and 3) develop a strategy to attract greater funding from various sources to support our outreach and recruitment efforts.$4,975
Early Learning New Hampshire
2 Delta DrConcordNH03301N/APCTo strengthen the early childhood fields shared identity by providing core operating support to Spark NH, the early childhood advisory council$50,000
Early Learning New Hampshire
2 Delta DrConcordNH03301N/APCTo increase stakeholder knowledge about and alignment with the Spark NH Framework for Action at the state, regional and local levels by hosting a conference.$10,000
Early Learning New Hampshire
2 Delta DrConcordNH03301N/APCTo encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice.$52,790
Early Learning New Hampshire
2 Delta DrConcordNH03301N/APCTo actively engage a diverse base of stakeholders in promoting the importance of investing in early childhood by enhancing Spark NH's public awareness capacity.$115,000
Early Learning New Hampshire
2 Delta DrConcordNH03301N/APCTo reduce fragmentation, uneven quality and inequity in early childhood programs and services by developing recommendations for a state-level early childhood governance system$10,000
Easter Seals New Hampshire Inc
555 Auburn StManchesterNH03103N/APCTo build the capacity of NH Family Resource Centers to adopt national standards of practice by supporting certification and recertification training, adding a train-the-trainer, and professional development associated with the National Trainer Summit$14,200
Fair Food Network
1250 North Main North SuiteAnn ArborMI48104N/APCTo help low-income families purchase fresh fruits and vegetables by developing a regional supply chain connecting farmers and mainstream grocers.$20,000
Foundation for Healthy Communities
125 Airport RdConcordNH03301N/APCTo promote knowledge of and action to address the root causes of health inequities in NH by building the capacity of the NH Health & Equity Partnership, through a collective impact approach to foster societal understanding and will, to engage broad stakeholder support, to leverage funding, and to strengthen organizational effectiveness.$78,836
Foundation for Healthy Communities
125 Airport RdConcordNH03301N/APCTo identify, develop and evaluate methods to train and engage hospital Patient Family Advisory Councils across the continuum of care and in the community.$50,000
Goodwin Community Health Center
311 Route 108SomersworthNH03878N/APCTo assist with staff integration of two health centers by providing technical assistance.$20,000
Granite State Organizing Project GSOP
383 Beech StManchesterNH03103N/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
Grantmakers in Aging
2001 Jefferson Davis Highway SuiteArlingtonVA22202N/APCTo expand the Endowment for Healths ability to leverage local, regional and national funding, through enhanced relationships with those in the field of philanthropy focused on aging and elder health.$1,200504
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo conduct a comprehensive, statewide study of the early childhood education (ECE) workforce in New Hampshire.$20,000
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study$145,000
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo enhance capacity of NHs leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH.$47,940
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo enhance knowledge leading to improved policy and practice in health equity by supporting the communication and distribution statewide of information obtained from a national health equity environmental and funding scan of promising and successful health equity programs and the engagement of individuals/organizations to address NHs health equity challenges.$10,000
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo enhance capacity of NHs leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH.$25,000
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo enhance capacity of NHs leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice to identify challenges and needs within these and other sectors and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH.$20,000
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo support the operations of Health Strategies by providing operating support.$2,000
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making.$50,000
Health Strategies of New Hampshire
1 Pillsbury St Suite 301ConcordNH03301N/APOFTo continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders through convening stakeholders, providing training and undertaking research.$9,400
HNHFoundation
49 South Main St Suite 204ConcordNH03301N/APOFTo raise awareness about the impact of adverse childhood experiences with a focus on primary care providers by supporting a keynote speaker$10,000
Lamprey Health Care
207 South Main StNewmarketNH03057N/APCTo implement the Equity Leaders Fellowship program for cohort number four, by utilizing the expertise of NH leaders of color to train rising minority community leaders with an equity frame knowledge base, concrete skills for participating in leadership roles, and the ability to create change through collective impact.$40,000
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
Maine Community Foundation
245 Main StEllsworthNH04605N/APCTo build the communication capacity of among stakeholders across ME and NH for a more productive public narrative on aging by contracting with the FrameWorks Institute to develop and conduct in-person and on-line training in Reframing Aging.$10,000
Maine Council on Aging
PO Box 988BrunswickME04011N/APCTo advance a regional approach to address the challenges and opportunities presented by an aging Northern New England by providing learning opportunities, facilitating opportunities for networking and encouraging cross-sector collaboration among municipal, policy, advocacy and business leaders working across Maine, New Hampshire and Vermont.$25,000
Manchester Neighborhood Housing Services Inc
801 Elm St 2nd FloorManchesterNH03101N/APCTo document, educate and promote the positive health outcomes and cost savings achieved through supportive housing services and work toward a supportive housing benefit within Medicaid.$50,000
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy St 9th FloorBostonMA02111N/APCTo serve as a learning collaborative and safe space where practitioners from four funded regions can learn together how to implement and sustain a robust and successful immigrant integration initiative AND maintain a learning community to share knowledge and address ongoing challenges that arise through the planning, implementation and sustainability phases.$25,000
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy St 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.$25,000
Nackey S Loeb School of Communication
749 East Industrial Park DrManchesterNH03109N/APCTo continue our media partnership with the state's largest newspaper by underwriting a second year of coverage on aging using the practice of solutions journalism to raise public awareness of and community engagement about promising approaches that create age-friendly communities in New Hampshire.$65,000
National Alliance on Mental Illness-New Hampshire
85 N State StConcordNH03301N/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 StConcordNH03301N/APCTo develop family leadership in NHs 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.$71,594
New Futures
10 Ferry St 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.$102,121
New Futures
10 Ferry St 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.$100,000
New Futures
10 Ferry St 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.$120,000
New Futures
10 Ferry St 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.$100,000
New Futures
10 Ferry St 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.$100,000
New Futures
10 Ferry St Suite 307ConcordNH03301N/APCTo lay the groundwork for future elder health grassroots advocacy campaigns by developing a successful working relationship between New Futures and NH AHA's advocacy workgroup.$5,000
New Hampshire Center for Nonprofits
194 Pleasant St 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 Fiscal Policy Institute
64 North Main st 3rd FloorConcordNH03301N/APCTo enhance the publics understanding of key issues by improving the quality of communication materials used to promote economic opportunity and prosperity for all New Hampshire residents.$20,000
New Hampshire Legal Assistance
117 North State StConcordNH03301N/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 Legal Assistance
117 North State StConcordNH03301N/APCTo support advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners.$100,000
New Hampshire Public Broadcasting
268 Mast RdDurhamNH03824N/APCTo shed light on the problems facing families and paid caregivers in the Granite State by producing a local program as a companion to a national documentary on the same topic.$15,000
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.$25,000
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/APCTo strengthen the public health workforce by providing network and interview training through the Rising Stars program.$1,219
New Hampshire Public Radio
2 Pillsbury St 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 Women's Foundation
18 Low Ave Suite 205ConcordNH03301N/APCTo create a sustainable family medical leave insurance program by providing additional data and analysis on the economic modeling to ensure a successful program design$30,000
NH Alcohol and Other Drug Service Providers Association
10 Ferry St Suite 308ConcordNH03773N/APCTo bring the behavioral health community together in a single forum where shared public policy goals, professional development, and meaningful networking can occur.$5,000
North Country Health Consortium
262 Cottage St Suite 230LittletonNH03561N/APCTo achieve an optimal Commission on Accreditation of Rehabilitation Facilities (CARF) accreditation survey outcome by retaining an accredited consultant.$15,000
Regional Economic Development Center
57 Main StRaymondNH03077N/APCTo identify potential risks/opportunities for the New American Loan Fund by conducting a feasibility study.$20,000
Riverbend Community Mental Health
PO Box 2032ConcordNH02032N/APCTo increase the number of individuals certified in Mental Health First Aid who live and work in New Hampshire by increasing the number of certified instructors and thereby enabling more trainings to take place.$11,500
Rockefeller Philanthropy Advisors Inc
6 West 48th St 10th FloorNew YorkNY10036N/APCTo improve outcomes for people receiving services at NH's consumer-facing nonprofits by piloting a nationally developed evaluation tool designed to elicit feedback directly from clients or program beneficiaries.$7,500
Seacoast Mental Health Center
1145 Sagamore AvePortsmouthNH03801N/APCTo improve the efficiency and quality of training for REAP counselors through an updated and online learning system.$14,214
TLC Family Resource Center
109 Pleasant StClaremontNH03743N/APCTo create more trauma-informed school districts by planning a pilot of the Miss Kendra Curriculum in two SAUs$3,000
Trustees of Dartmouth College
11 Rope Ferry Rd 6210HanoverNH037551404N/APCTo communicate, disseminate, and act upon the results of a Photovoice project to share perspectives on the experience of aging, as expressed by older adults from communities of color in New Hampshire, with the broader field of elder health.$24,994
United Way of Greater Nashua Inc
20 Broad StNashuaNH03064N/APCTo increase integration and social inclusion of immigrants and refugees in Greater Nashua by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers.$12,000
University of New Hampshire
51 College RdDurhamNH03824N/APCTo improve the health of NH residents by increasing use of quality, integrated behavioral health in primary health care and assisting providers in transitioning to evidence-based and sustainable models of integrated behavioral health and primary care.$90,000
University of New Hampshire
51 College RdDurhamNH03824N/APCTo build the capacity of NH's community-based elder service organizations to successfully contract with Medicaid Managed Care Organizations by providing a training event and technical assistance.$5,792
University of New Hampshire
51 College RdDurhamNH03824N/APCTo provide technical support to the NH DOE and DHHS as they prepare the Year 3 System of Care Implementation Report and Prepare for data needs associated with reports in Years 4 and 5$40,000
University of New Hampshire
51 College RdDurhamNH03824N/APCTo engage NH pediatric and family care practices to identify and respond to adverse childhood experiences/social determinants of health among families with young children by developing a set of recommendations to shape a quality improvement project.$25,000
University of New Hampshire
51 College RdDurhamNH03824N/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 RdDurhamNH03824N/APCTo test the applicability of the L2E2 model to a more narrowly focused audience representing areas of strategic importance to the Endowment by creating pilot L2E2 programs for the Elder Health and CBH Targeted Initiative participants and collaborators.$35,000
University of New Hampshire
51 College RdDurhamNH03824N/APCTo increase support for unpaid, family caregivers by 1) supporting caregivers to self-identify, 2) engaging more medical providers in caregiving conversations and 3) engaging employers in discussion about caregiver-friendly workplaces.$4,000
University of New Hampshire
51 College RdDurhamNH03824N/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 RdDurhamNH03824N/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 RdDurhamNH03824N/APCThe NH Business Acumen Project will advance the readiness of NH Community Based Organizations (CBOs) to partner with integrated healthcare entities by assessing current status and needs, providing technical assistance through experts and training materials that address those needs, and establishing a community forum for CBOs to meet on a regular basis.$50,000
University of New Hampshire Foundation Elliott Alumni Center
9 Edgewood RdDurhamNH03824N/APCTo catalyze partnerships between hospitals, Community Development Financial Institutions (CDFI) and community organizations that improve community health outcomes by building mutual familiarity among all participants regarding their respective business models, where they are coming from, and why they exist.$15,000
YWCA NH
72 Concord StManchesterNH03101N/APCTo address the unique mental health needs of women of African descent by promoting hope and the power of purpose.$1,000
YWCA NH
72 Concord StManchesterNH03101N/APCTo produce a two day training event that will develop awareness and understanding about ways to begin Undoing Racism$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,779,073TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Antioch University New England
40 Avon StKeeneNH03431N/APCTo improve the ability of primary care practices to create integrated workflows for patient care and to train behavioral health workforce in integrated behavioral healthcare practices.$74,550
Antioch University New England
40 Avon StKeeneNH03431N/APCTo assess the state/progress of the Elder Health field in New Hampshire, using FASST 3.0.$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
Conservation Law Foundation
27 North Main StConcordNH033014930N/APCTo build advocacy capacity for environmental justice in NH$25,000
Early Learning New Hampshire
2 Delta DrConcordNH03301N/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
Early Learning New Hampshire
2 Delta DrConcordNH03301N/APCTo strengthen the early childhood fields shared purpose by providing core operating support to Spark NH, the early childhood advisory council$50,000
Families in Transition
122 Market StreetManchesterNH03101N/APCTo create a replicable model for a robust and integrated system of care that will lead to tangible results for those most in need.$20,000
Granite United Way
22 Concord St Second FloorManchesterNH03101N/APCTo improve access to social service resources by providing a user friendly website.$10,000
Granite United Way
22 Concord St Second FloorManchesterNH03101N/APCProvide operating support that leverages other funding for a gap analysis for the Recovery Friendly Workplace Initiative.$5,000
Grantmakers in Aging
2001 Jefferson Davis Highway SuiteArlingtonVA22202N/APCTo expand the Endowment for Healths ability to leverage local, regional and national ideas and funding, through enhanced relationships with those in the field of philanthropy focused on healthy aging.$1,600504
Lamprey Health Care
207 South Main StNewmarketNH03057N/APCTo promote knowledge of and action to address the root causes of health inequities in NH by building the capacity of the NH Health & Equity Partnership, through a collective impact approach to foster societal understanding and will, to engage broad stakeholder support, to leverage funding, and to strengthen organizational effectiveness.$27,060
Leadership New Hampshire
PO Box 3446ConcordNH03302N/APCTo increase exposure of Leadership NH alums and participants statewide around the issues of race equity by encouraging and supporting community conversations and deeper participation in statewide efforts, building off the work of L2E2 and other initiatives to help find solutions to these issues.$10,000
Maine Community Foundation
245 Main StEllsworthME04605N/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.$10,000
New American Africans
4 Park St Suite 304ConcordNH03301N/APCTo meet the needs of the African new American community in greater Concord by developing a comprehensive and measurable work plan that articulates organizational objectives and goals.$7,000
New Futures
10 Ferry St 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.$100,000
New Futures
10 Ferry St 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.$120,000
New Hampshire Association for the Blind
25 Walker StConcordNH03301N/APCTo improve organization efficiency by employing technologies that allow the organization to sync accounting and program service databases and to create a scheduling structure that works for the people they serve.$10,000
New Hampshire Center for Nonprofits
194 Pleasant St 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 Coalition Against Domestic & Sexual Violence
PO Box 353ConcordNH03302N/APCTo enhance data collection related to statewide sexual assault and domestic violence services by assessing current statewide data collection process and requirements and recommending enhancements, modifications or replacement of the existing data collection system$20,000
New Hampshire Fiscal Policy Institute
64 North Main st 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 Fiscal Policy Institute
64 North Main st 3rd FloorConcordNH03301PCTo 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.$10,000
New Hampshire Legal Assistance
117 North State StConcordNH03301N/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 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 Health Association
4 Park St Suite 403ConcordNH03301N/APCTo develop a roadmap for the future of the Oral Health Coalition by developing and completing strategic plan.$6,425
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 Radio
2 Pillsbury St 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
North Country Education Services Agency Inc
300 Gorham Hill RoadGorhamNH03581N/APCTo increase the effectiveness of practices, initiatives and curriculum adoption by providing Implementation Science training to several school and district teams and child-focused initiatives$12,122
University of New Hampshire
51 College RdDurhamNH03824N/APCTo improve the health of NH residents by increasing use of quality, integrated behavioral health in primary health care and assisting providers in transitioning to evidence-based and sustainable models of integrated behavioral health and primary care.$80,000
University of New Hampshire
51 College RdDurhamNH03824N/APCTo inform how NHs undergraduate institutions can address workforce challenges and better support students interested in behavioral health careers by collecting online survey data from students that identifies career interests, motivations, barriers and ambivalence.$19,695
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$918,745TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$887ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,121,508ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,158,810ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,281,205ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,281,205TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$22,014Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$22,014DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (27 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 301ConcordNH033012016-09-19$20,000(FY 2016 Grant ID: 2426.01) To strengthen the field of elder health by strategically supporting technical assistance to leverage funding from federal and/or other national and regional funding sources.$5,000$5000 spent, $15,000 returned to the Endowment for Health.Grant Report rcvd June 30, 2017 and June 29, 2018.Reports verified June 30, 2017 and June 29, 2018.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-09-19$50,000(FY 2016 Grant ID: 2577)To facilitate shared purposes and goals for the health equity field by connecting stakeholders and holding a symposium.$50,000NoGrant Report rcvd September 30, 2017 and June 29, 2018.$50,000 spent by grantee.
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.$0NoJune 30, 2018, Final Report due June 30, 2019$0 spend by grantee.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-06-19$125,000(FY 2017 Grant ID: 2421.03) To strengthen the early childhood field by supporting research needed to inform policy decisions.$120,984NoGrantee Report verified June 30, 2018$120,984 spend, $4,016 returned to the Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-06-19$7,500(FY 2017 Grant ID: 2537.01) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$5,764NoGrant Report rcvd June 30, 2018.$5,764 spent, $1,736 returned to the Endowment.
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.$0NoReport due June 30, 2019$0 spent. Grant report will be verified June 30, 2019.
HNHFoundation
49 South Main Street Suite 204ConcordNH033012017-06-19$10,000(FY 2017 Grant ID: 2625)To raise awareness about the impact of adverse childhood experiences with a focus on primary care providers by supporting a keynote speaker$6,556NoReport received August 1, 2018.$6,556 spent, $3,444 returned to the Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-11-21$16,000(FY 2017 Grant ID: 2420.03)To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders by convening stakeholders for planning, training and consensus building.$8,065NoGrant Report rcvd due June 30, 2018. Report Verified June 30, 2018.$8,065 spent, $7,935 returned to the Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-11-21$40,000(FY 2017 Grant ID: 2504.01) To strengthen the field of health equity by strategically supporting technical assistance to conduct an environmental and funding scan of successful health equity programs and funding opportunities on the state, regional and national level in order to leverage funding from federal sources and national or regional funders.$10,000NoGrant Report rcvd June 30, 2018. Report verified June 30, 2018.$10,000 spent, $30,000 returned to the Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-03-27$10,000(FY 2017 Grant ID: 2577.01) To facilitate shared purposes and goals for the health equity field by connecting stakeholders and holding a symposium.$10,000NoGrant Report rcvd June 30, 2018. Report verified June 30, 2018.$10,000 spent by grantee.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-01-30$18,920(FY 2017 Grant ID: 2583) To improve the ability of the immigrant integration initiative partners to advance successful economic integration strategies and sustain their overall efforts beyond year 3 of implementation through technical assistance and shared planning.$18,920NoGrant Report rcvd June 30, 2018.$18,920 spent, $6,080 returned to the Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-06-19$20,000(FY 2017 Grant ID: 2628) To enhance capacity of NH's leaders and communities to advance Health Equity by documenting and communicating current challenges and effective strategies.$17,060NoGrant Report rcvd June 30, 2018.$17,060 spent, $2,940 returned to Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-09-18$2,000(FY 2017 Grant ID: 1950.05) To support the operations of Health Strategies by providing operating support.$2,000NoGrant Report rcvd June 30, 2018 and September 30, 2018.$2,000 spent by grantee.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-01-30$30,000(FY 2017 Grant ID: 2591) To conduct an analysis of quality and cost data from the NH Medicaid Program and other relevant data about the impact of changes to the Federal Affordable Care Act on NH residents, and to coordinate a convening of stakeholders to examine the current status of the Medicaid Program and opportunities for value-based delivery in NH.$29,973NoGrant Report rcvd September 30, 2017 and June 30, 2018.$29,973 spent, $27 returned to the Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-06-19$25,000(FY 2017 Grant ID: 2591.01) To conduct an analysis of quality and cost data from the New Hampshire Medicaid Program and other relevant data about the impact of changes to the Federal Affordable Care Act on NH residents, and to coordinate convening's of stakeholders to examine the current status of the Medicaid Program and opportunities for value-based delivery in New Hampshire.$16,851NoReport received June 30, 2018.$16,851 spent, $8,149 returned to the Endowment.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-06-19$17,500(FY 2017 Grant ID: 2629) To research clinical cost, quality and access measures and monitoring strategies for evaluating hospital mergers.$17,500NoReport received September 30, 2017 and June 30, 2018.$17,500 spent by grantee.
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$0All funds will be expended as intended in the grant.Report due September 30, 2019$0 spent, report will be 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 due June 30, 2019.$0 spent, report will be verified June 30, 2019.
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.$0All funds will be expended as intended in the grant.Report due June 30, 2019$0 spent, report will be verified June 30, 2019.
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, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH.$0All funds will be expended as intended in the grant.Report due June 30, 2019Report will be 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 by conducting a study.$0All funds will be expended as intended in the grant.Report due June 30, 2019Report will be verified June 30, 2019.
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 obtained from a national health equity environmental and funding scan of promising and successful health equity programs and the engagement of individuals/organizations to address NH's health equity challenges.$0All funds will be expended as intended in the grant.Report due June 30, 2019Report will be verified June 30, 2019.
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, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH.$1,000All funds will be expended as intended in the grant.Report received September 30, 2018, Final report due June 30, 2019.$1,000 spent, final report will be verified 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.$9,540All funds will be expended as intended in the grant.Report received September 30, 2018, Final report due June 30, 2019.$9,540 spent, Final report will be 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.$2,000All funds will be expended as intended in the grant.Report received September 30, 2018, Final report due June 30, 2019.$2,000 spent, Final report will be verified 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.$15,525All funds will be expended as intended in the grant.Report received August 1, 2018, final report due September 30, 2019.$15,525 spent, final report will be verified September 30, 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, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice to identify challenges and needs within these and other sectors and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH.$11,032All funds will be expended as intended in the grant.Report received September 30, 2018, final report due June 30, 2019.$11,032 spent, final report will be verified June 30, 2019.

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
Vanguard Bond Fund$4,427,796$4,427,796
Colchis$3,591,739$3,591,739
StoneRidge Alternative Lending$2,138,020$2,138,020

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (28 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Parametric Emerging MarketsFMV$1,795,787$1,795,787
Guggenheim Russell 1000 EqualFMV$7,814,113$7,814,113
Van Eck Global Hard AssetsFMV$567,886$567,886
Vanguard Total InternationalFMV$6,902,051$6,902,051
Vanguard Total Stock MarketFMV$12,959,059$12,959,059
Forester Diversified LTDFMV$10,206,243$10,206,243
Highclere International Investors SMID FundFMV$2,484,472$2,484,472
Legacy Venture VI LLCFMV$1,596,489$1,596,489
Futures Portfolio Fund LPFMV$1,724,953$1,724,953
Borealis Granite FundFMV$1,685,990$1,685,990
Legacy Venture VII LLCFMV$1,094,692$1,094,692
RCP Fund IX LPFMV$733,364$733,364
BPG Investment Partnership VIIA, LPFMV$1,729,207$1,729,207
BPG Investment Partnership VIIIA, LPFMV$119,545$119,545
KilternFMV$3,568,291$3,568,291
StoneRidgeFMV$3,872,505$3,872,505
Legacy Venture VIII, LLCFMV$384,457$384,457
Angelo GordonFMV$1,721,930$1,721,930
JuniperFMV$1,466,822$1,466,822
RCP XIFMV$148,219$148,219
SouthpointFMV$1,868,577$1,868,577
AnchorageFMV$1,866,179$1,866,179
VNG EmergingFMV$441,353$441,353
RCP 12FMV$65,520$65,520
Davidson KemperFMV$3,630,736$3,630,736
GEMFMV$60,440$60,440
NGPFMV$411,356$411,356
Juniper 3FMV$65,633$65,633

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$4,739LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,739DisbursementsCharitablePrpsAmt

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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Miscellaneous$12,907$0$0$12,902
Insurance$12,652$0$0$12,652
Office Expenses$15,594$0$0$15,974
Telephone Expense$8,324$0$0$8,324
Computer/Equipment Repairs & Maintenance$7,155$0$0$7,155
Freight/Postage$467$0$0$467
Unapplied Cash Payment Expense$0$0$0$2,272

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized GainsDesc
Amt$3,626,919Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Consulting - Investments$81,555$81,555$0$0
Consulting$144,052$0$0$144,812
Investment Fees$78,401$78,401$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$31,212$0$0$0
Payroll Tax$51,855$0$0$51,855
Deferred Excise Tax$54,404$0$0$0
Other Tax$92$0$0$92

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

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$0Amt
FieldValueIRS element (for citing)
Total$253,458TotalAmt

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