ENDOWMENT FOR HEALTH INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ENDOWMENT FOR HEALTH INC (EIN 02-0512290)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-02-10
IRS object ID
202530419349100608
Schema version
2023v6.0
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)
Return2025-02-10T08:28:52-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

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 Line11000 Elm Street 4th FloorAddressLine1Txt
CityManchesterCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

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 301AddressLine1Txt
CityConcordCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYvonne GoldsberryPersonNm
Person TitlePresidentPersonTitleTxt
Phone6032282448PhoneNum
Signature2024-12-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMelissa Magoon CPAPreparerPersonNm
PTINP01712842PTIN
Phone6036697337PhoneNum
Preparation2025-02-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$105,919,743FMVAssetsEOYAmt
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$249,781InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$249,781InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$910,643DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,208,461DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,460,922NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,877,603GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,775,739CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$534,015OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,621,346TotalRevAndExpnssAmt
Total Net Invst Incm$4,767,996TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$370,711CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$370,711CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$521,269OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$497,696OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$165,714PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$165,714PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$39,909AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$35,454AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$203,477OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$133,230OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$72,111OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$122,521TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$61,322TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,380DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$79,622OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$73,883OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$46,761TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$46,675TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$4,386PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$4,577PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$127,267OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$555,695OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$138,911OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,688,017TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$688,925TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,467,054TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,616,592ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,593,286ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,304,609TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$688,925TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,060,340TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,683,263ExcessRevenueOverExpensesAmt
Net Investment Income$4,079,071NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$781,394CashBOYAmt
Cash EOY$719,891CashEOYAmt
Cash EOYFMV$719,891CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,004,320SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,137,762SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,137,762SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$43,551PrepaidExpensesBOYAmt
Prepaid Expenses EOY$41,707PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$41,707PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$2,186,039CorporateBondsBOYAmt
Corporate Bonds EOY$2,316,625CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,316,625CorporateBondsEOYFMVAmt
Other Investments BOY$82,143,421OtherInvestmentsBOYAmt
Other Investments EOY$91,922,023OtherInvestmentsEOYAmt
Other Investments EOYFMV$91,922,023OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$82,264LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$42,728LandBldgEquipAccumDeprecAmt
Land BOY$39,943LandBOYAmt
Land EOY$39,536LandEOYAmt
Land EOYFMV$39,536LandEOYFMVAmt
Other Assets BOY$2,777,229OtherAssetsBOYAmt
Other Assets EOY$2,742,199OtherAssetsEOYAmt
Other Assets EOYFMV$2,742,199OtherAssetsEOYFMVAmt
Total Assets BOY$96,975,897TotalAssetsBOYAmt
Total Assets EOY$105,919,743TotalAssetsEOYAmt
Total Assets EOYFMV$105,919,743TotalAssetsEOYFMVAmt
Accounts Payable BOY$495,090AccountsPayableBOYAmt
Accounts Payable EOY$665,688AccountsPayableEOYAmt
Grants Payable BOY$1,915,553GrantsPayableBOYAmt
Grants Payable EOY$1,984,848GrantsPayableEOYAmt
Other Liabilities BOY$275,243OtherLiabilitiesBOYAmt
Other Liabilities EOY$243,777OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,685,886TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,894,313TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$92,226,228NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$100,731,323NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$2,063,783DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$2,294,107DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$94,290,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$103,025,430TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,975,897TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$105,919,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$94,290,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,683,263ExcessRevenueOverExpensesAmt
Other Increases$10,566,252OtherIncreasesAmt
Subtotal$103,173,000SubtotalAmt
Other Decreases$147,570OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$103,025,430TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities$19,877,603$16,416,681$3,460,922$3,460,922
Investment Income K-1-$685,183-$685,183
FieldValueIRS element (for citing)
Capital Gain Net Income$2,775,739CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$56,699InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$56,699SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$56,699TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$73,979EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$73,979TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$17,280OverpaymentAmt
Applied To ES Tax$17,280AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Yvonne Goldsberry
One Pillsbury Street Suite 301ConcordNH03301President37.50$238,351$36,535$0
Susan Fulton
One Pillsbury Street Suite 301ConcordNH03301Chief Financial Officer37.50$132,360$21,224$0
Maria Padin
One Pillsbury Street Suite 301ConcordNH03301Chair2.00$0$0$0
Chris Matthews
One Pillsbury Street Suite 301ConcordNH03301Vice Chair1.00$0$0$0
Frances Strayer
One Pillsbury Street Suite 301ConcordNH03301Secretary1.00$0$0$0
Steve Lawlor
One Pillsbury Street Suite 301ConcordNH03301Treasurer1.00$0$0$0
Adeola Adeniyi
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Mike Devlin
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Ned Helms
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Virginia Irwin
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Joyce Johnson
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Tricia Lucas
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Kathleen McGuire
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Tim Murphy
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Marie Ramas
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Kevin Rasch
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Patti Stolte
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Rich Upton
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
Kim Firth
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$112,018$40,396$0
Melina Hill Walker
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$110,065$26,748$0
Karen Ager
One Pillsbury Street Suite 301ConcordNH03301Director of Communic37.50$106,023$10,974$0
Andie Hession
One Pillsbury Street Suite 301ConcordNH03301Grants Program Assoc37.50$71,704$7,484$0
Fionn Shea
One Pillsbury Street Suite 301ConcordNH03301Communications Assoc37.50$56,129$7,454$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$91,138CompensationAmt
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 build health policy capacity in NH to solve complex social problems (including health care workforce) by convening stakeholders, providing technical and policy expertise, expanding communication about issues and building organizational capacity.Description1Txt
Expenses1$536,638Expenses1Amt
Description2Staff working to collaborate with community partners to ensure the healthy development of children, advancing equity, 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.Description2Txt
Expenses2$207,760Expenses2Amt
Description3Staff working to collaborate with community partners to build health policy capacity in NH to solve complex social problems (including health care workforce) by convening stakeholders, providing technical and policy expertise, expanding communication about issues.Description3Txt
Expenses3$206,803Expenses3Amt
Description4Staff 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.Description4Txt
Expenses4$79,072Expenses4Amt

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$92,890,584AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,154,758AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$101,045,342TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$101,045,342AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,515,680CashDeemedCharitableAmt
Net Vl Noncharitable Assets$99,529,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,976,483MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,976,483MinimumInvestmentReturnAmt
Tax Based On Investment Income$56,699TaxBasedOnInvestmentIncomeAmt
Income Tax$50,678IncomeTaxAmt
Total Tax$107,377TotalTaxAmt
Distributable Before Adj$4,869,106DistributableBeforeAdjAmt
Recoveries Qualfied Distri$45,989RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,915,095DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,915,095DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,060,340ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,060,340QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,915,095DistributableAsAdjustedAmt
Undistributed Income PY$3,909,442UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,060,340QualifyingDistributionsAmt
Applied To Year1$3,909,442AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,150,898AppliedToCurrentYearAmt
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$2,764,197UndistributedIncomeCYAmt
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 (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo advance issues of racial and economic justice for all residents of New Hampshire through a collective impact approach by providing support for the NH Center for Justice & Equitys core programs.$200,000
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo advance issues of racial and economic justice for all residents of New Hampshire through a collective impact approach by providing support for the NH Center for Justice & Equitys core programs.$200,000
Special Needs Support Center
129 South Main Street Suite 103White River JunctionVT05001PCTo support more accessible communities by developing a best practices guide.$18,700
Building Community in New Hampshire
1045 Elm Street Suite 202ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Granite State Organizing Project Inc
1045 Elm St Suite 201ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
NH Black Women Health Project
PO Box 5932ManchesterNH03108PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
Organization for Refugee & Immigrant Success
434 Lake AvenueManchesterNH03103PCTo support communities of color in New Hampshire by building the capacity of key nonprofits.$25,000
Safari Youth Club
72 Concord StManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
Victory Women of Vision
50 Bridge St STE 203ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo advance issues of racial and economic justice for all residents of New Hampshire through a collective impact approach by providing backbone support to the NH Center for Justice & Equity.$150,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo improve the health of NH residents by increasing the quality of crisis behavioral health services provided in hospital emergency care departments and aligned community settings.$71,754
Conservation Law Foundation
62 Summer StreetBostonMA02110PCTo identify, prioritize and implement Environmental Justice (EJ) projects in Manchester by advancing a facilitated process to engage members of the Manchester Environmental Justice Advisory Group (AG) and other community partners, with support from staff of the Conservation Law Foundation, to determine specific action steps and implementation processes to address identified concerns.$20,000
Behavioral Health Improvement Institute at Keene State College
229 Main StreetKeeneNH03435PCTo assess the current status and progress in development of the Children's Behavioral Health field and to revise evaluative tools$43,000
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy Street 901BostonMA02111PCTo grow and build the early childhood equity movement infrastructure by creating communication channels, digital tools and platforms to connect and engage community members, share information, and facilitate collaboration$32,826
New Hampshire Children's Trust Inc
105B Loudon Rd Suite 201ConcordNH03301PCTo encourage alignment, coordination, and promotion of best practices across all early childhood coalitions in the state by facilitating a community of practice (COP) and supporting regional coalitions with Alliance leadership.$55,000
Seacoast Outright
PO Box 842PortsmouthNH03802PCTo improve access to and quality of behavioral healthcare for LGBTQ+ youth by increasing the number and geographic distribution of providers with knowledge and confidence to competently and effectively treat children and teens.$44,960
University of New Hampshire
10 West Edge DriveDurhamNH03862PCTo scale, incentivize and sustain a credentialing infrastructure for early childhood and family mental health professionals and explore funding options$34,313
University of New Hampshire
10 West Edge DriveDurhamNH03862PCTo improve access to and quality of behavioral healthcare for LGBTQ+ youth by increasing the number and geographic distribution of providers with knowledge and confidence to competently and effectively treat children and teens.$100,000
Granite State Organizing Project Inc
1045 Elm St Suite 201ManchesterNH03101PCTo enhance leadership capabilities and educational attainment of primarily youth of color in the Manchester/Nashua School Districts by supporting leadership training and student directed educational equity activities.$30,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301PCTo ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Public Radio
2 Pillsbury St 6th FloorConcordNH03301PCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Center for Nonprofits
3 North Spring Street Suite 101ConcordNH03301PCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system by sustaining the general operations of key NH nonprofits.$25,000
Hospice Help Foundation
400 Little Harbor Road 1105PortsmouthNH03801PCTo determine Hospice Help Foundation's priorities and objectives by conducting a strategic planning process.$7,500
Amoskeag Health
145 Hollis StreetManchesterNH03101PCTo assist Amoskeag Health improve its financial management and performance by creating a working model of financial projections.$12,500
Third Sector New England
89 South St Suite 700BostonMA02111PCTo build power and influence needed to transform child care by building trust, learning, and landscaping the existing NH ecosystem.$30,000
Greater Manchester Family YMCA
670 North Commercial Street SuiteManchesterNH03101PCTo unite communities with existing mental health coalitions and those interested in starting them, by hosting a conference.$3,025103
New Hampshire Charitable Foundation
37 Pleasant StreetConcordNH03301PCTo advance opportunities for collaborative funding and action so that all young children and their families have fair and just access to a continuum of equitable, high quality, comprehensive and responsive supports to be healthy, learning and thriving now and in the future$15,000
New Hampshire Democracy Fund
PO Box 176PortsmouthNH03802PCTo build and support voter education efforts in specific Manchester and Nashua wards by implementing a 5-pronged strategy that includes Knock Every Door Canvasing, Community Organizing, Voter Guides, Paid Communications (Direct Mail & Digital Ads), and Targeting Communities.$80,000
ACLU Foundation of New Hampshire
18 Low AvenueConcordNH03301PCTo address the resource and service gaps in the state by conducting a comprehensive analysis of the health service and advocacy needs of New Hampshires LGBTQ community.$20,000
Elliot Hospital
1 Elliot WayManchesterNH03103PCTo expand and diversify the pipeline of nurses in New Hampshire by improving access to training.$19,800
Granite State Organizing Project Inc
1045 Elm St Suite 201ManchesterNH03101PCTo develop the leadership skills and civic engagement of High School youth of color in the Manchester/Nashua School Districts through leadership training, mentoring and supporting student designed and lead campaigns for educational equity.$35,000
Leadership New Hampshire
PO BOX 3446ConcordNH03302PCBuild 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.$15,000
National Alliance on Mental Illness NH
85 North State StConcordNH03878PCTo 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 general operating support.$25,000
National Alliance on Mental Illness NH
85 North State StConcordNH03878PCTo provide the resources, information, and support necessary to develop a generation of active, engaged, and informed youth and family leaders, who are full partners in improving, strengthening, and sustaining the infrastructure of NHs childrens behavioral health system, by providing opportunities for leadership development, community engagement, education, training, and advocacy.$119,739
New Futures
100 North Main Street Suite 400ConcordNH03301PCTo 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.$265,000
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo advance issues of racial and economic justice for all residents of New Hampshire through a collective impact approach by providing backbone support to the NH Center for Justice & Equity.$150,000
P5 Strategies
3102 Pendleton CourtSt CharlesIL60175PCTo build a high quality and accessible early care and education system in New Hampshire for all families by advancing a cost of care-based approach to financing.$25,000
Maine Council on Aging
PO Box 988BrunswickME04011PCTo 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, healthcare, and business leaders working across Maine, New Hampshire and Vermont.$15,000
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo support economic development by providing employers with DEI strategies and building knowledge.$19,000
Catchafire Foundation
2093 Philadelphia Pike 8715ClaymontDE19703PCTo support NH nonprofits to build capacity by providing access to Catchafire.$80,360
NH Office of Public Guardian
2 Pillsbury StreetConcordNH03301PCTo increase the capacity of the NH Office of the Public Guardian by completing a strategic plan.$10,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo grow, retain, and sustain the health workforce so that high quality care can be provided to all by establishing and maintaining a backbone infrastructure, Health Force NH, to implement the Giving Care strategic plan.$226,000
New Hampshire Public Broadcasting
268 Mast RoadDurhamNH03824PCTo fill in coverage and data gaps that impact New Hampshire specifically related to the Collaborative's race and equity initiative by sustaining the general operations of the Granite State News Collaborative.$15,000
University of New Hampshire
10 West Edge DriveDurhamNH03862PCTo engage a diverse set of constituents to find common ground around policy solutions addressing health, social, and public health systems in NH by identifying key health policy shifts, researching and analyzing impacts using focused data points, disseminating information to describe implications of policies, and developing processes to shape policy pathways with a focus on health care systems.$199,909
Lamprey Health Care
207 South Main StreetNewmarketNH03057PCTo ensure ELF Program sustainability by providing funding for 10-Year Anniversary Gala and needed technology for Director.$5,000
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy Street 901BostonMA02111PCTo promote healthy NH communities which welcome immigrants and refugees by facilitating inclusive community collaboration, through a learning collaborative of inclusion practitioners and community leaders who share best practices and collectively address ongoing challenges experienced by immigrants and refugees in NH.$60,000
University of New Hampshire
10 West Edge DriveDurhamNH03862PCAdvance 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 (NH AHA).$233,000
University of New Hampshire
10 West Edge DriveDurhamNH03862PCNH Listens will strengthen the field of people in NH giving sustained attention and taking action to address race, equity and justice issues in the state by supporting and cultivating relationships and infrastructure among field actors, in addition to providing programmatic design, facilitation, affinity and multiracial group support to address this work.$100,000
Ammonoosuc Community Health Services Inc
25 Mount Eustis RoadLittletonNH03561PCTo make data available to communities by creating online dashboards.$20,000
Keene Family YMCA (Keene Young Men's Christian Organization)
200 Summit RoadKeeneNH03431PCTo build greater resident connections and trust building across difference in the Monadnock region by organizing intentional social interaction type events in select communities.$20,000
New Futures
100 North Main Street Suite 400ConcordNH03301PCTo 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.$265,000
Engage New Hampshire
PO Box 664EarlysvilleVA22936PCTo bring patient voices into a public conversation about lowering health costs and improving access to health care by funding operations of key nonprofit partners.$10,000
NH Oral Health Coalition
4 Park St Suite 212ConcordNH03301PCTo increase learning and understanding of the dynamics of oral disease, current infrastructure including barriers to equitable access, and the emerging technology and workforce models to reduce disparities by providing health care providers with updated information.$2,000
Conservation Law Foundation
62 Summer StreetBostonMA02110PCTo build an environmental justice movement in New Hampshire that engages low-income communities and communities of color by establishing and supporting environmental advocacy communities throughout the state.$50,000
Lamprey Health Care
207 South Main StreetNewmarketNH03057PCTo draw on the expertise of NHs Leaders of Color to train and develop a cohort of promising/rising new community Leaders of Color 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.$35,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301PCTo build advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners.$65,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301PCTo sustain an effective and sustainable statewide advocacy infrastructure that promotes healthy aging in New Hampshire.$25,000
Granite State Organizing Project Inc
1045 Elm St Suite 201ManchesterNH03101PCTo build greater resident connections and trust building across difference in Manchester by organizing intentional social interaction type events in select Manchester communities.$20,000
Leadership New Hampshire
PO BOX 3446ConcordNH03302PCTo provide a vehicle for facilitating discussion of timely issues facing NH, and to consider local dimensions and next steps to creating solutions through collaborations, by organizing and hosting a series of regional events.$11,900
Rights & Democracy Education Fund dba Rights & Democracy Institute
70 S Winooski Ave 205BurlingtonVT05401PCTo bring patient voices into a public conversation about lowering health costs and improving access to health care by funding operations of key nonprofit partners.$10,000
New Hampshire Fiscal Policy Institute
100 North Main Street Suite 400ConcordNH03301PCTo ensure quality advocacy and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits.$75,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo support healthcare workforce development by addressing the objectives and strategies identified in the Giving Care Strategic Plan.$300,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo advance equity in early childhood development by amplifying diverse voices and perspectives to co-create solutions to challenges identified by New Hampshire families of color.$165,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo strengthen the capacity of funders in NH to strategically coordinate and co-fund grantmaking by completing a report that maps the states philanthropic landscape.$10,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo address environmental injustices in New Hampshire by supporting the work of the New Hampshire EJ Roundtable and related statewide EJ efforts.$30,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo identify potential solutions to address poverty and vulnerability in NH by implementing unique approaches in pilot communities and/or populations identified through a NH-specific data review and methodology.$30,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo address health care cost growth by advancing a multi-year issue campaign; researching key issues and regulatory approaches; and providing hospital merger information to consumers.$185,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo collect, analyze, and disseminate shared measures for the early childhood field by maintaining an online child wellbeing data hub.$40,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo provide a deeper level of awareness and engagement for journalists reporting on issues of race by creating a day-long equity reporting track at the 2025 New England Newspaper and Press Association Conference thereby re-engaging the original group of Fellows as well as reaching hundreds more attendees in the New England journalism community.$20,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301POFTo increase awareness of key issues affecting the health and well-being of NHs people at every stage of life by employing the narrative shifting methodology and campaign strategy to cross-cutting issues.$172,000
City of Laconia
45 Beacon Street EastLaconiaNH03246GOVTo build greater resident connections and trust building across difference in Laconia by organizing intentional social interaction type events in select communities.$20,000
City of Nashua Division of Public Health and Community Services
18 Mulberry StreetNashuaNH03060GOVTo build greater resident connections and trust building across difference in Nashua by organizing intentional social interaction type events in select Nashua communities.$20,000
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA02199PFTo 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.$21,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,593,286TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo advance issues of racial and economic justice for all residents of New Hampshire through a collective impact approach by providing support for the NH Center for Justice & Equitys core programs.$200,000
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo advance issues of racial and economic justice for all residents of New Hampshire through a collective impact approach by providing support for the NH Center for Justice & Equitys core programs.$200,000
Granite State Organizing Project
1045 Elm StreetManchesterNH03301PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Granite State Organizing Project
1045 Elm StreetManchesterNH03301PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Granite State Organizing Project
1045 Elm StreetManchesterNH03301PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Safari Youth Club
72 Concord StManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
Safari Youth Club
72 Concord StManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
Safari Youth Club
72 Concord StManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
Victory Women of Vision
50 Bridge St STE 203ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Victory Women of Vision
50 Bridge St STE 203ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Victory Women of Vision
50 Bridge St STE 203ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Organization for Refugee & Immigrant Success
434 Lake AvenueManchesterNH03103PCTo support communities of color in New Hampshire by building the capacity of key nonprofits.$25,000
Organization for Refugee & Immigrant Success
434 Lake AvenueManchesterNH03103PCTo support communities of color in New Hampshire by building the capacity of key nonprofits.$25,000
Organization for Refugee & Immigrant Success
434 Lake AvenueManchesterNH03103PCTo support communities of color in New Hampshire by building the capacity of key nonprofits.$25,000
NH Black Women Health Project
PO Box 5932ManchesterNH03108PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
NH Black Women Health Project
PO Box 5932ManchesterNH03108PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
NH Black Women Health Project
PO Box 5932ManchesterNH03108PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$5,000
Building Community in New Hampshire
1045 Elm Street Suite 202ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Building Community in New Hampshire
1045 Elm Street Suite 202ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Building Community in New Hampshire
1045 Elm Street Suite 202ManchesterNH03101PCTo create equitable communities for all in New Hampshire by building the capacity of key nonprofits.$25,000
Conservation Law Foundation
62 Summer StreetBostonMA02110PCTo identify, prioritize and implement Environmental Justice (EJ) projects in Manchester by advancing a facilitated process to engage members of the Manchester Environmental Justice Advisory Group (AG) and other community partners, with support from staff of the Conservation Law Foundation, to determine specific action steps and implementation processes to address identified concerns.$75,000
New Hampshire Public Health Association
4 Park St Suite 403ConcordNH03301PCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits.$75,000
New Hampshire Community Loan Fund
7 Wall StreetConcordNH03301PCTo facilitate the resilience and growth of businesses owned by people of color that contribute to the vitality and health of New Hampshire by establishing a platform from which minority-owned businesses can access capital and technical assistance.$25,000
New Hampshire Center for Justice & Equity
30 Amherst StManchesterNH03101PCTo advance issues of racial and economic justice for all residents of New Hampshire through a collective impact approach by providing backbone support to the NH Center for Justice & Equity.$150,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo support healthcare workforce development by addressing the objectives and strategies identified in the Giving Care Strategic Plan.$100,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo support healthcare workforce development by addressing the objectives and strategies identified in the Giving Care Strategic Plan.$200,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo support healthcare workforce development by addressing the objectives and strategies identified in the Giving Care Strategic Plan.$200,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo support healthcare workforce development by addressing the objectives and strategies identified in the Giving Care Strategic Plan.$200,000
Great Bay Services Inc
23 Cataract Ave STE 1DoverNH03820PCTo foster an IDD-centered discussion of DEI by hosting the 2024 Diversity, Equity, Inclusion, & Accessibility event.$3,500
Foundation for Healthy Communities
125 Airport RoadConcordNH03301PCTo support positive health outcomes, reduce barriers to care, and prevent delays in treatment caused by language and communication obstacles by creating a comprehensive language access toolkit.$50,000
Families in Transition
122 Market StreetManchesterNH03101PCTo support individuals experiencing housing instability in NH by conducting strategic planning.$10,000
Black Heritage Trail of New Hampshire Inc
222 Court StreetPortsmouthNH03801PCTo explore next steps for the Black Heritage Trail of New Hampshire by conducting a strategic retreat focused on critical analysis of legacies, dialogue and healing, and stewardship and justice.$5,000
University of New Hampshire
10 West Edge DriveDurhamNH03862PCTo enhance equitable access to behavioral healthcare for children, youth and families, particularly those in the African American, Latino/Latina, refugee and immigrant, and disability communities in NH, by creating and distributing tools, information, and resources to promote cultural responsiveness.$73,348
Behavioral Health Improvement Institute at Keene State College
229 Main StreetKeeneNH03435PCTo assess the current status and progress in development of the Early Childhood field and to revise evaluative tools$35,000
New Hampshire Community Development Finance Authority
14 Dixon Avenue Suite 102ConcordNH03301PCTo create housing stability for all New Hampshire residents by updating the strategic plan.$20,000
National Alliance on Mental Illness NH
85 North State StConcordNH03878PCTo strengthen and expand New Hampshires network of suicide prevention advocates across municipal, education, social service, employer, and survivor spaces by hosting an inclusive and engaging annual suicide prevention conference.$10,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301PCTo inform civil legal services program priorities for older adults in New Hampshire by conducting a needs assessment.$20,000
Keene Housing Kids Collaborative
5 Harmony LaneKeeneNH03431PCTo educate community members about research on adverse childhood experiences (ACEs) and the "HOPE: Health Outcomes From Positive Experiences" framework by supporting a keynote speaker.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,984,848TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$249,781ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$2,646UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$924,727ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$37,189UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$3,423,733ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$39,835UnrelatedBusinessTaxblIncmAmt
Exclusion$4,598,241ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,638,076TotalIncomeProducingActyAmt

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$39,909Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35,454DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (24 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 301ConcordNH033012022-09-23$10,000To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$8,285$1,715 was returned to the Endowment for Health. All other funds were expendJune 30, 2023; September 30, 2023; June 30, 2024.June 30, 2023; September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012022-09-23$40,333To enhance access to a high-quality system of care for early childhood mental health services by conducting research$38,020$2,314 was returned to the Endowment for Health. All other funds were expendJune 30, 2023. June 30, 2024.June 30, 2023. June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012022-07-31$28,000To provide policy and decision makers with information that helps them understand and address the underlying structural factors that perpetuate inequities by amplifying diverse voices and perspectives to examine how social and structural determinants impact childrens outcomes in New Hampshire.$28,000No.June 30, 2023; September 30, 2023; June 30, 2024.June 30, 2023; September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012022-08-31$10,000To 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.$1,367$8,633 was returned to the Endowment for Health. All other funds were expendJune 30, 2023; September 30, 2023; June 30, 2024.June 30, 2023; September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012022-12-20$18,750To provide national best practices and hands-on experience in narrative shifting techniques by providing keynote speaker and workshop facilitation.$15,736$3,014 was returned to the Endowment for Health. All other funds were expendSeptember 30, 2023; June 30, 2024.September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-09-20$100,000To advance equity in early childhood development by amplifying diverse voices and perspectives to co-create solutions to challenges identified by New Hampshire families of color.$100,000No.September 30, 2023; June 30, 2024; September 30, 2024.September 30, 2023; June 30, 2024; September 30, 2024.
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA021992023-01-01$21,000To 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.$21,000No.January 25, 2024.January 25, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-08-01$12,000To conduct research, convene key stakeholders and develop community engagement materials to support improved health policy decision-making.$1,425All funds will be expended as intended in the grant.September 30, 2023; June 30, 2024; September 30, 2024. Report due June 30, 2September 30, 2023; June 30, 2024; September 30, 2024. Report will be verified June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-07-01$35,000To collect, analyze and disseminate shared measures for the early childhood field by maintaining an online child wellbeing data hub.$35,000No.September 30, 2023; June 30, 2024.September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-03-17$75,000To provide consultant support for development of a messaging framework for different audiences.$66,692$8,308 was returned to the Endowment for Health. All other funds were expendSeptember 30, 2023; June 30, 2024.September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-09-20$150,000To provide consultant support for development of a messaging framework for different audiences.$15,298All funds will be expended as intended in the grant.September 30, 2023; June 30, 2024; September 30, 2024. Report due June 30, 2September 30, 2023; June 30, 2024; September 30, 2024. Report will be verified June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012022-11-30$20,000To create a shared narrative and messaging for a more welcoming state by supporting a community of practice by developing a toolkit of communications collateral.$20,000No.September 30, 2023. January 31, 2024.September 30, 2023. January 31, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-04-20$10,000To identify a NH-specific issue and NH representatives for creation of a NH State Team for the Racial Justice Institute 2024 by facilitating a planning process.$0$10,000 was returned to the Endowment for Health.September 30, 2023; June 30, 2024.September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-04-01$30,000To identify potential solutions to address poverty and vulnerability in NH by implementing unique approaches in pilot communities and/or populations identified through a NH-specific data review and methodology.$22,596$7,404 was returned to the Endowment for Health. All other funds were expendSeptember 30, 2023; June 30, 2024.September 30, 2023; June 30, 2024.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012022-10-31$10,000To provide a deeper level of awareness and engagement for journalists reporting on issues of race by creating and moderating an ongoing Community of Practice for idea sharing, story critiquing and learning about better reporting for and about communities of color.$6,325$3,675 was returned to the Endowment for Health. All other funds were expendSeptember 30, 2023; June 30, 2024.September 30, 2023; June 30, 2024.
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA021992024-01-12$21,000To 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.Reports due January 31, 2025.Report will be verified on January 31, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012024-09-16$165,000To advance equity in early childhood development by amplifying diverse voices and perspectives to co-create solutions to challenges identified by New Hampshire families of color.$4,499All funds will be expended as intended in the grant.September 30, 2024. Report due June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012024-09-16$10,000To strengthen the capacity of funders in NH to strategically coordinate and co-fund grantmaking by completing a report that maps the states philanthropic landscape.$0All funds will be expended as intended in the grant.September 30, 2024. Report due on June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012024-07-29$40,000To collect, analyze, and disseminate shared measures for the early childhood field by maintaining an online child wellbeing data hub.$0All funds will be expended as intended in the grant.September 30, 2024. Reports due on June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012024-08-14$185,000To address health care cost growth by advancing a multi-year issue campaign; researching key issues and regulatory approaches; and providing hospital merger information to consumers.$12,263All funds will be expended as intended in the grant.September 30, 2024. Reports due on June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012024-08-13$30,000To identify potential solutions to address poverty and vulnerability in NH by implementing unique approaches in pilot communities and/or populations identified through a NH-specific data review and methodology.$0All funds will be expended as intended in the grant.September 30, 2024. Reports due on June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012023-10-03$172,000To increase awareness of key issues affecting the health and well-being of NHs people at every stage of life by employing the narrative shifting methodology and campaign strategy to cross-cutting issues.$127,342All funds will be expended as intended in the grant.September 30, 2024. Reports due on June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012024-07-29$20,000To provide a deeper level of awareness and engagement for journalists reporting on issues of race by creating a day-long equity reporting track at the 2025 New England Newspaper and Press Association Conference thereby re-engaging the original group of Fellows as well as reaching hundreds more attendees in the New England journalism community.$0All funds will be expended as intended in the grant.September 30, 2024. Reports due on June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012024-09-16$30,000To address environmental injustices in New Hampshire by supporting the work of the New Hampshire EJ Roundtable and related statewide EJ efforts.$0All funds will be expended as intended in the grant.September 30, 2024. Reports due on June 30, 2025.September 30, 2024. Report will be verified on June 30, 2025.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxtIdentifierIdentifierTxt
Form 990-PF, Page 5, Part VII-A, Line 11Name of Controlled Entity: Health Strategies of New Hampshire, Inc.EIN: 20-8632971Address: One Pillsbury Street, Suite 301, Concord, NH 03301Excess Business Holding: No
Form 990-PF, Page 4, Part VI-A, Line 11:Name of Controlled Entity: Health Strategies of New Hampshire, Inc.EIN: 20-8632971Address: One Pillsbury Street, Suite 301, Concord, NH 03301Description of Transfer: Grant to wholly-owned subsidiary.Amount of Transfer: $606,941Transfer to Controlled Entity

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TIAA Cref / Nuveen Core$2,191,286$2,191,286
Colchis$125,339$125,339

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (52 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VNG InternationalFMV$4,461,068$4,461,068
VNG DomesticFMV$3,494,136$3,494,136
SouthpointFMV$3,400,899$3,400,899
Silver PointFMV$841,298$841,298
RhumbLineFMV$16,502,860$16,502,860
RCPDirect Fund IVFMV$939,533$939,533
RCP Fund 9FMV$981,483$981,483
RCP Fund 14FMV$844,463$844,463
RCP 16FMV$380,773$380,773
RCP 13FMV$1,119,507$1,119,507
RCP 12FMV$1,108,613$1,108,613
RCP 11FMV$983,989$983,989
Nyes LegeFMV$4,500,536$4,500,536
Nut TreeFMV$3,305,893$3,305,893
NGPFMV$1,102,380$1,102,380
NC GrowersFMV$500,000$500,000
Lyme TimberFMV$411,224$411,224
Lone CedarFMV$126,754$126,754
Legacy XIFMV$185,709$185,709
Legacy XFMV$683,951$683,951
Legacy VIIIFMV$1,820,753$1,820,753
Legacy VIIFMV$2,142,794$2,142,794
Legacy VIFMV$1,363,955$1,363,955
Legacy 9FMV$1,417,474$1,417,474
Juniper IIFMV$1,091,164$1,091,164
Juniper 3FMV$970,225$970,225
Invesco SPFMV$6,104,340$6,104,340
Generation GlobalFMV$5,263,487$5,263,487
GEMFMV$480,413$480,413
Garcia HamiltonFMV$4,880,020$4,880,020
Equus Fund VIIFMV$557,358$557,358
DK VIFMV$406,027$406,027
DK VFMV$1,219,302$1,219,302
Davidson KemperFMV$3,266,084$3,266,084
Brown CapitalFMV$2,582,099$2,582,099
BorealisFMV$174,069$174,069
Bain CapitalFMV$375,471$375,471
AnchorageFMV$140,116$140,116
AG Realty XIFMV$305,055$305,055
AG Realty XFMV$615,926$615,926
AG Realty Fund 9FMV$452,818$452,818
Accolade Partners IIFMV$570,061$570,061
Accolade Partners Growth IIIFMV$98,146$98,146
Accolade Empowerment IIFMV$96,856$96,856
Rose VFMV$1,122,370$1,122,370
Bain Capital IIIFMV$285,247$285,247
VistriaFMV$593,469$593,469
CDRFMV$305,158$305,158
State Street Wellington GlobalFMV$4,669,207$4,669,207
Rose VIFMV$122,075$122,075
Artemis REFMV$287,621$287,621
MFSFMV$2,267,794$2,267,794

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture$48,603$38,120$10,483$10,483
Renovations Costs$33,661$4,608$29,053$29,053

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Deposits$2,292$2,292$2,292
Right-of-use asset - Operating$274,937$239,907$239,907
Mission Related Investments$2,500,000$2,500,000$2,500,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDeferred Excise TaxDesc
Amt$147,570Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Miscellaneous$27,093$0$36,399
Insurance$25,960$0$25,960
Office Expenses$12,219$0$14,455
Telephone Expense$11,758$0$11,758
Computer/Equipment Repairs & Maintenance$49,641$0$49,743
Freight/Postage$596$0$596
Other Portfolio Deductions from Passthroughs$0$555,695$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescInvestment Income - K-1Desc
Net Investment Income$534,015NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gainDesc
Amt$10,566,252Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLease obligation - OperatingDesc
BOY Book Value$275,243BOYBookValueAmt
EOY Book Value$243,777EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Consulting - Investments$91,138$91,138$0
Consulting$70,247$0$72,111
Investment Fees$42,092$42,092$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$58,137$0$0
Payroll Tax$61,322$0$61,322
Other Tax$3,062$0$0

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