ENDOWMENT FOR HEALTH INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ENDOWMENT FOR HEALTH INC (EIN 02-0512290)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-02-05
IRS object ID
201800369349100200
Schema version
2016v3.0
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)
Return2018-02-05T07:45:44-06:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

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 Begin2016-10-01TaxPeriodBeginDt

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
Signature2018-01-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2018-01-31PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.49.157.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-31IPDt
IP Tm07:56:34IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1452ED929C5BAA4A5EF1600A2C972F2C0D3A6588AtSubmissionCreationDeviceId
At Submission Filing Device Id53CA451596873B86A1E24CFE6767DCEC9A681D0FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$83,737,326FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$60,500InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$60,500InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,157,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,157,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,571,115NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,162,697GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,571,115CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,798,691TotalRevAndExpnssAmt
Total Net Invst Incm$3,788,691TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$287,114CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$287,114CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$429,926OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$429,926OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$201,106PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$213,198PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,888AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$25,344AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$261,527OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$147,621OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$118,726OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$153,091TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$45,712TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$50,449OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$50,124OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$54,177TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$53,719TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$6,887PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$7,124PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$66,059OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$65,786OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,532,224TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$147,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,296,773TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,570,769ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,822,539ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,102,993TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$147,621TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,119,312TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$304,302ExcessRevenueOverExpensesAmt
Net Investment Income$3,641,070NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$131,333CashBOYAmt
Cash EOY$67,146CashEOYAmt
Cash EOYFMV$67,146CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,468,483SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,084,765SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,084,765SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$775AcctRcvblAmt
Acct Rcvbl EOY$775AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$775AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$2,350,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,350,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,350,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,350,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$37,630PrepaidExpensesBOYAmt
Prepaid Expenses EOY$36,387PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$36,387PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$8,875,645CorporateBondsBOYAmt
Corporate Bonds EOY$9,109,204CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,109,204CorporateBondsEOYFMVAmt
Other Investments BOY$68,425,606OtherInvestmentsBOYAmt
Other Investments EOY$68,086,757OtherInvestmentsEOYAmt
Other Investments EOYFMV$68,086,757OtherInvestmentsEOYFMVAmt
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$80,290,989TotalAssetsBOYAmt
Total Assets EOY$83,737,326TotalAssetsEOYAmt
Total Assets EOYFMV$83,737,326TotalAssetsEOYFMVAmt
Accounts Payable BOY$213,094AccountsPayableBOYAmt
Accounts Payable EOY$261,196AccountsPayableEOYAmt
Grants Payable BOY$1,321,820GrantsPayableBOYAmt
Grants Payable EOY$1,128,591GrantsPayableEOYAmt
Total Liabilities BOY$1,534,914TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,389,787TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$78,756,075UnrestrictedBOYAmt
Unrestricted EOY$82,347,539UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$78,756,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$82,347,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,290,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$83,737,326TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$78,756,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$304,302ExcessRevenueOverExpensesAmt
Other Increases$3,895,766OtherIncreasesAmt
Subtotal$82,347,539SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$82,347,539TotNetAstOrFundBalancesEOYAmt

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$13,162,697GrossSalesPriceAmt
Cost Or Other Basis$10,591,582CostOrOtherBasisAmt
Gain Or Loss$2,571,115GainOrLossAmt
Gains Minus Excess Or Losses$2,571,115GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,571,115CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,518,837AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$77,188,237NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045588DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,916,307AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$83,003,573NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047182DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,235,846AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$84,041,672NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038503DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,273,618AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$78,734,365NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041578DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,409,877AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$75,432,695NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031947DistributionYr5Rt
Total Distribution0.204798TotalDistributionRt
Average Distribution0.040960AverageDistributionRt
Net Vl Noncharitable Assets$82,685,051NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,386,780AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$36,411NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,423,191AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,119,312QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$36,411InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$36,411SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$36,411TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42,714EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$42,714TotalPaymentsAndCreditsAmt
Overpayment$6,303OverpaymentAmt
Applied To ES Tax$6,303AppliedToESTaxAmt
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 (20 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 301ConcordNH03301Chair2.00$0$0$0
Randy Foose
One Pillsbury Street Suite 301ConcordNH03301Vice Chair2.00$0$0$0
Margaret Franckhauser
One Pillsbury Street Suite 301ConcordNH03301Past Board Chair1.00$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$30,049$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 301ConcordNH03301Director1.00$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 301ConcordNH03301Director1.00$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$102,114$37,217$0
Frank DeGiovanni
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Ned Helms
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Jennifer Near
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Michael Ostrowski
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Anthony Poore
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$88,791$33,382$0
Kim Firth
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$91,333$27,861$0
Melina Hill Walker
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$86,817$28,014$0
Kelly Laflamme
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$94,245$15,500$0
Cheryl Dempsey
One Pillsbury Street Suite 301ConcordNH03301Administrative Manag37.50$64,260$17,720$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$78,316CompensationAmt
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 issuesDescription1Txt
Expenses1$177,766Expenses1Amt
Description2Staff working to collaborate with community partners to advance health and equity for racial, ethnic and language minorities in NH to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues.Description2Txt
Expenses2$174,471Expenses2Amt
Description3Staff working to collaborate with community partners to ensure the health and dignity of elders in NH to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues.Description3Txt
Expenses3$161,305Expenses3Amt
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$117,360Expenses4Amt

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$81,209,105AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$385,109AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,350,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$83,944,214TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$83,944,214AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,259,163CashDeemedCharitableAmt
Net Vl Noncharitable Assets$82,685,051NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,134,253MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,134,253MinimumInvestmentReturnAmt
Tax Based On Investment Income$36,411TaxBasedOnInvestmentIncomeAmt
Total Tax$36,411TotalTaxAmt
Distributable Before Adj$4,097,842DistributableBeforeAdjAmt
Recoveries Qualfied Distri$58,541RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,156,383DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,156,383DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,119,312ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,119,312QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$36,411PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,082,901AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,156,383DistributableAsAdjustedAmt
Undistributed Income PY$3,665,249UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,119,312QualifyingDistributionsAmt
Applied To Year1$3,665,249AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$454,063AppliedToCurrentYearAmt
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$3,702,320UndistributedIncomeCYAmt
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 (69 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Leadership New Hampshire
36 Lowell StreetManchesterNH03014N/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
National Alliance on Mental Illness-New Hampshire
85 North State StreetConcordNH03301N/APCTo ensure quality advocacy, knowledge development and nonprofit capacity building leadership for the mental health system which supports NH's children and their families by providing operating support.$35,000
New Hampshire Fiscal Policy Institute
64 North Main Street 3rd FloorConcordNH03301N/APCTo ensure quality advocacy and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$45,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo support the operations of Health Strategies by providing operating support.$2,000
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo improve the behavioral health of NH's children and their families by implementing a collective impact initiative based on the statewide Plan, Transforming Children's Behavioral Health Care.$102,121
Manchester Community Health Center
145 Hollis StreetManchesterNH03101N/APCTo support an increased number of NH organizations and businesses in their efforts to become Culturally Effective Organizations by dissemination of lessons learned and techniques developed to create a COECEC at the Manchester Community Health Center through developing a Web-Based Culturally Effective Organization Toolkit/Guide, a companion Training Program and Online Webinar to be housed on the MCHC website.$30,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo strengthen the field of children's behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$17,500
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy Street 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.$30,000
Lakes Region Partnership for Public Health Inc
67 Water StreetLaconiaNH03246N/APCTo increase integration and social inclusion of immigrants and refugees in the Lakes Region by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers.$12,000
Organization for Refugee & Immigrant Success (ORIS)
434 Lake AvenueManchesterNH03103N/APCTo increase integration and social inclusion of immigrants and refugees in Manchester by implementing a multi-sector plan to promote economic, educational, social and cultural integration of newcomers.$12,000
Second Start
17 Knight StreetConcordNH03301N/APCTo increase integration and social inclusion of immigrants and refugees in Concord by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers.$12,000
Lamprey Health Care
128 State Route 27RaymondNH03077N/APCTo implement the Equity Leaders Fellowship program for cohort number 3, 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
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders by convening stakeholders for planning, training and consensus building.$16,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo strengthen the early childhood field by supporting research needed to inform policy decisions.$23,800
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo strengthen the early childhood field by supporting research needed to inform policy decisions.$125,000
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy Street 9th FloorBostonMA02111N/APCTo create welcoming communities in NH into which immigrants are more likely to integrate by facilitating community collaboration, promoting a welcoming community climate and advocating for institutional change that promotes mutual respect and cooperation between foreign-born and U.S.-born Americans.$25,000
Maine Association of Area Agencies on Aging
PO Box 5415AugustaME04332N/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
University of New Hampshire
73 Main StreetDurhamNH03824N/APCTo assist the Departments of Education and Health & Human Services comply with RSA 135-F, an act to implement a system of care for children's behavioral health, by supporting primary data collection and research associated with NH's children's behavioral health system.$31,407
Families in Transition
122 Market StreetManchesterNH03101N/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.$55,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo 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.$40,000
University of New Hampshire
73 Main StreetDurhamNH03824N/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
73 Main StreetDurhamNH03824N/APCThe UNH Center on Aging and Community Living (CACL) will advance a collective impact approach and a shared vision for elder friendly communities in NH by providing core back bone support to the NH Alliance for Healthy Aging.$177,990
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/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.$95,567
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APCTo strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$7,500
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$7,500
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo facilitate shared purposes and goals for the health equity field by connecting stakeholders and holding a symposium.$10,000
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations.$100,000
University of New Hampshire
73 Main StreetDurhamNH03824N/APCTo support and sustain family and youth engagement in New Hampshire by creating a framework and plan that enables further development, effective implementation, scale-up, and evaluation.$33,788
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo 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.$25,000
New Hampshire Legal Assistance
117 North State StreetConcordNH03301N/APCTo support advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners.$50,000
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.$43,000
Grantite State Organizing Project - GSOP
383 Beech StreetManchesterNH03103N/APCTo enhance leadership capabilities and educational attainment of primarily youth of color in the Manchester School District by providing support to expand the YOU program to youth at Memorial and West High Schools.$30,000
Plan New Hampshire - The Foundation for Shaping the Built Environment
PO Box 1105PortsmouthNH038021105N/APCTo increase awareness of the need to shift thinking around planning, design and development of our communities to accommodate our changing needs as we grow older, and to introduce ideas and tools that communities might use to address them through a statewide Plan NH conference.$2,961
New Hampshire Children's Trust Inc
10 Ferry St Suite 315ConcordNH03301N/APCTo inspire action that prevents child abuse and neglect and promotes health and well-being by hosting a statewide conference.$6,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo 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 a convening of stakeholders to examine the current status of the Medicaid Program and opportunities for value-based delivery in New Hampshire.$30,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo 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 convenings of stakeholders to examine the current status of the Medicaid Program and opportunities for value-based delivery in New Hampshire.$25,000
Trustees of Dartmouth College
11 Rope Ferry Road 6210HanoverNH037551404N/APCTo mobilize organizations to collaborate and maximize their collective community health improvement efforts by increasing community engagement activities, building stronger relationships, and training organizational champions for more effective data and information sharing across sectors and across our region.$19,999
University of New Hampshire
73 Main StreetDurhamNH03824N/APCTo conduct a needs assessment on the potential use of the Staying Safe at Work training curriculum for workers with intellectual and developmental disabilities by convening a stakeholder meeting including occupational safety and health and disability service providers focused on identification of successful methods for integrating the curriculum into the services provided to clients with disabilities.$10,355
Developmental Services of Strafford County Inc
113 Crosby Road Suite 1DoverNH03820N/APCTo improve the health and life expectancy of people with intellectual and developmental disabilities (IDD) by adapting InSHAPE (a health and wellness program for people with serious mental illness) to serve people from the IDD community in Strafford County with the goal of implementing the program statewide.$6,000
TLC Family Resource Center
109 Pleasant St PO Box 1098ClaremontNH03743N/APCTo assure everyone in Sullivan County is aware of the trauma informed services available to them and their families and increase community's awareness of the impact of trauma by developing a communications plan for TLC Family Resource Center and Turning Points.$19,845
Easter Seals New Hampshire Inc
555 Auburn StreetManchesterNH03103N/APCTo provide job training, skills development, cultural competency, and job-specific English as a Second Language to 20 New Americans seeking a career in the Human Services industry.$20,000
Southeastern New Hampshire Alcohol & Drug Abuse Services
272 County Farm RoadDoverNH03820N/APCTo strengthen the organization's capacity by participating in a strategic planning process.$10,000
Trustees of Dartmouth College
11 Rope Ferry Road 6210HanoverNH037551404N/APCTo engage older adults of color into a collective impact approach to address elder health in New Hampshire, by using Photovoice to engage communities of color and language minorities and elicit their perspectives and experiences of aging in New Hampshire.$99,994
City of Manchester Department of Health
1528 Elm StreetManchesterNH03101N/APCTo provide matching funds in support of the RWJ Culture of Health Award$25,000
Grantmakers in Health
1100 Connecticut AveWashingtonDC20036N/APCTo help health foundations meet the challenges facing their organizations by providing a place for them to network, learn and problem solve together.$5,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo enhance capacity of NH's leaders and communities to advance Health Equity by documenting and communicating current challenges and effective strategies.$20,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH03301N/APOFTo research clinical cost, quality and access measures and monitoring strategies for evaluating hospital mergers.$17,500
University of New Hampshire
73 Main StreetDurhamNH03824N/APCTo research health care delivery payment reform regulatory challenges and opportunities and make recommendations to support health care delivery system innovation in NH.$69,327
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo strengthen the early childhood field's shared identity by providing core operating support to Spark NH.$50,000
New Hampshire Center for Public Policy Studies
1 Eagle Square Suite 510ConcordNH03301N/APCUse research, dissemination and dialogue to increase awareness about the changing demographics of New Hampshire and the implications for the demand for services by the growing population over the age of 65, and to increase public policy attention regarding the financial status of the safety net supporting frail and low income elders in the state.$40,000
University of New Hampshire
73 Main StreetDurhamNH03824N/APCTo support implementation of SB 534, an act to implement a system of care for children's behavioral health, by providing technical assistance, data analysis, and research.$48,776
Antioch University New England
40 Avon StKeeneNH03431N/APCTo assess the state of the Children's Behavioral Health field in New Hampshire, using the FASST Tool 3.0 and Documentation Review.$29,488
New Hampshire Legal Assistance
117 North State StreetConcordNH03301N/APCTo provide civil legal services and engage in systemic advocacy for low-income delinquent and Child in Need of Services (CHINS) youth to ensure that they receive mental health, educational, and other services they need to prevent delinquent behavior and involvement with the juvenile system.$50,000
New Hampshire Center for Nonprofits
194 Pleasant Street Suite 14ConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Public Radio
2 Pillsbury Street 6th FloorConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Fiscal Policy Institute
64 North Main 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.$50,000
Antioch University New England
40 Avon StKeeneNH03431N/APCTo develop a workplan based on the gap/need analysis of the NH Integrated Behavioral Health (IBH) workforce and create a NH Integrated Behavioral Health workforce plan.$40,000
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy skills in critical organizations.$325,000
University of New Hampshire
73 Main StreetDurhamNH03824N/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.$150,000
Emerging Leaders in Communities of Color
PO Box 614ManchesterNH03102N/APCThe Emerging Leaders in Communities of Color Leadership Program will strengthen New Hampshire's diverse communities by developing individuals of color with the necessary skills to effectively participate in community leadership roles and promote collective impact within communities of color.$17,100
Journeys in Education Inc
26 Main StreetPeterboroughNH03458N/APCTo diversify NH's teacher workforce and build the capacity of NH teachers to serve the needs of diverse students by uniting college-level students with NH high school students with refugee backgrounds and/or students of color in mutual learning.$6,800
Community Health InstituteJSI Research & Training
501 South St 2nd floorBowNH03304N/APCTo increase NH's capacity to meet the needs of infants and young children whose healthy brain development is seriously compromised by exposure to violence by supporting train-the-trainer certification in Child Parent Psychotherapy to institutionalize this highly effective evidence-based practice.$14,263
Victory Women of Vision
25 Lowell Street Suite 307ManchesterNH03104N/APCTo build capacity of the organization for the future by developing a strategic plan.$3,500
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA02199N/APFTo help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$18,500
Monadnock Developmental Services
121 Railroad StKeeneNH03431N/APCTo improve outcomes and long-term success for children with developmental disabilities and delays by tracking and encouraging day to day parental interaction with infants and toddlers.$7,000
Victory Women of Vision
25 Lowell Street Suite 307ManchesterNH03104N/APCTo build capacity of the organization for the future by developing a strategic plan.$3,500
Bi-State Primary Care Association
525 Clinton StreetBowNH03304N/APCTo strengthen capacity of primary care providers to participate in Medicaid Care Management system and promote integrated care delivery.$82,847
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.$78,837
University of New Hampshire
73 Main StreetDurhamNH03824N/APCTo improve the quality, consistency, and efficiency of the behavioral health service delivery system for children, adolescents and their families and to create a foundation for training the children's behavioral health workforce, by formalizing the current Children's Behavioral Health Collaborative (CBHC) Workforce Development Network and by implementing recommendations from the Readiness Assessment NH WD Infrastructure Feasibility Study.$60,774
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,822,539TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
New Hampshire Center for Nonprofits
194 Pleasant Street Suite 14ConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Public Radio
2 Pillsbury Street 6th FloorConcordNH03301N/APCTo ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits.$25,000
New Hampshire Public Health Association
4 Part Street 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 Legal Assistance
117 North State StreetConcordNH03301N/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 PartyStreet 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 Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo improve the behavioral health of NH's children and their families by implementing a collective impact initiative based on the statewide Plan, Transforming Children's Behavioral Health Care.$102,121
United Way of Greater Nashua Inc
20 Broad StreetNashuaNH03064N/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
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo strengthen the early childhood field's shared identity by providing core operating support to Spark NH, the early childhood advisory council.$50,000
University of New Hampshire
73 Main StreetDurhamNH03824N/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
Grantmakers in Aging
2001 Jefferson Davis Highway SuiteArlingtonVA22202N/APCTo expand the Endowment for Health's 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
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
Nackey S Loeb School of Communication
749 East Industrial Park DriveManchesterNH03109N/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
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/APCTo encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice.$52,790
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
New Hampshire Center for Public Policy Studies
1 Eagle Square Suite 510ConcordNH03301N/APCTo provide policy makers a more concise understanding of the service demands on the elder care safety net and level of unmet need by simulating national data, analyzing NH Medicaid claims and service utilization data, and surveying DHHS contractors about uncompensated care.$32,575
New Futures
10 Ferry Street Suite 307ConcordNH03301N/APCTo create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations.$220,000
Adoptive Families for Children Foundation
18 Centre StreetConcordNH03301N/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
Riverbend Community Mental Health
PO Box 2032ConcordNH033022032N/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
HNHFoundation
49 South Main St Suite 204ConcordNH033022032N/APFTo raise awareness about the impact of adverse childhood experiences with a focus on primary care providers by supporting a keynote speaker.$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
New Hampshire Public Broadcasting
268 Mast RoadDurhamNH03824N/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
Rockefeller Philanthropy Advisors Inc
6 West 48th Street 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
University of New Hampshire Foundation Elliott Alumni Center
9 Edgewood RoadDurhamNH03824N/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
Fair Food Network
205 E Washington Street Ste BAnn ArborMI48104N/APCTo help low-income families purchase fresh fruits and vegetables by developing a regional supply chain connecting farmers and mainstream grocers.$20,000
NH Alcohol and Other Drug Service Providers Association
10 Ferry St Suite 308ConcordNH03301N/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
Goodwin Community Health Center
311 Route 108SomersworthNH03878N/APCTo assist with staff integration of two health centers by providing technical assistance.$20,000
Court Appointed Special Advocates (CASA) of New Hampshire
PO Box 1327 138 Coolidge AveManchesterNH03105N/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
University of New Hampshire
73 Main StreetDurhamNH03824N/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.$8,495
Black Heritage Trail of New Hampshire Inc
PO Box 677PortsmouthNH03802N/APCTo promote equitable communities by providing a conference focused on the connections between racial history and health equity.$10,000
Early Learning New Hampshire
2 Delta DriveConcordNH03301N/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
Young Women's Christian Association of Manchester
72 Concord StreetManchesterNH03101N/APCTo address the unique mental health needs of women of African descent by promoting hope and the power of purpose.$1,000
Seacoast Mental Health Center
1145 Sagamore AvePortsmouthNH038015503N/APCTo improve the efficiency and quality of training for REAP counselors through an updated and online learning system.$14,214
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,002,483TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60,500ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,157,076ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,571,115ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,788,691ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,788,691TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Harvard Pilgrim Health CareBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line193 Worcester StreetAddressLine1Txt
CityWellesleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$21,888Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$25,344DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (32 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 301ConcordNH033012015-09-21$23,804(FY 2015 Grant ID: 2492) To expand the degree to which parents have the leadership skills to engage in the continuum of social change strategies from direct service, public issue education, advocacy, and policy change by conducting a study to understand the current NH environment and best practices in parent/caregiver engagement and leadership development nationally; and by conducting a gap analysis which will result in a shared set of goals and specific activities to strengthen parent leadership capacity in NH.$23,804All funds will be expended as intended in the grant.Grant Report rcvd June 30, 2016. Final Grant Report rcvd.All proceeds spent by grantee.Grant Report verified June 30, 2016. Final Grant Report verified December 31, 2016.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012015-09-21$5,000(FY 2015 Grant ID: 2427.01) To raise awareness about the importance of investing in early childhood by promoting and disseminating the NH Public Television Program Raising New Hampshire.$3,874NoGrant Report rcvd June 30, 2016. Final Report rcvd June 30, 2017.$3,874 spent by grantee; $1,126 returned to the Endowment for HealthGrant Report verified June 30, 2016. Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012015-09-21$4,000(FY 2015 Grant ID: 1950.04) To support the operations of Health Strategies by providing operating support.$2,353NoGrant Report rcvd June 30, 2016. Final Grant Report submitted.$2,353 spent by Grantee; $1,647 returned to the Endowment for Health.Grant Report verified June 30, 2016. Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-09-19$15,000(FY 2016 Grant ID: 2368.01) To strengthen the field of children's behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources.$15,000NoFinal Grant Report rcvd due June 30, 2017.All proceeds spent by grantee.Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-06-20$100,000(FY 2016 Grant ID: 2421.01) To strengthen the early childhood field by supporting research needed to inform policy decisions.$100,000NoGrant Report rcvd September 30, 2016. Final Grant Report rcvd.All proceeds spent by grantee.Grant Report verified September 30, 2016. Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-03-21$20,000(FY 2016 Grant ID: 2537) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$0NoGrant Report rcvd September 30, 2016. Final Grant Report rcvd June 30, 2017.Grant returned to the Endowment for Health.Grant Report verified September 30, 2016. Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-03-21$15,000(FY 2016 Grant ID: 2420.02) 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.$15,000NoGrant Report rcvd September 30, 2016. Final Grant Report rcvd June 30, 2017.All proceeds spent by grantee.Grant Report verified September 30, 2016. Final Grant Report verified June 30, 2017.
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.$0All funds will be expended as intended in the grant.Grant Report rcvd due June 30, 2017. Final Grant Report due June 30, 2018.Grantee Report verified on June 30, 2017. Final Grant report will be verified June 30, 2018.
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA021992015-11-16$18,500(FY 2016 Grant ID: 1510.10) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$18,500NoGrant Report rcvd September 30, 2016. Final Grant Report rcvd.All proceeds spent by grantee.Grant Report verified September 30, 2016. Final Grant Report verified August 31, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-06-20$20,000(FY 2016 Grant ID: 2388.03) To strengthen and increase NH's leadership capacity to advance health equity.$18,132NoGrant Report rcvd September 30, 2016. Final Report rcvd.$18,132 spent by grantee; $1,868 returned to the Endowment for Health.Grant Report verified September 30, 2016. Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-06-20$20,400(FY 2016 Grant ID: 2443.01) To foster greater integration and social inclusion for new Americans in New Hampshire by creating communications tools and training that navigate the current public discourse on the issues of immigration and evoke new and positive thinking about our state's increasing diversity.$17,700NoGrant Report rcvd September 30, 2016. Final Grant Report rcvd.$17,700 spent by grantee; $2,700 returned to the Endowment for Health.Grant Report verified September 30, 2016. Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-03-21$15,000(FY 2016 Grant ID: 2504) To strengthen the field of health equity by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders.$14,264NoGrant Report rcvd September 30, 2016. Final Grant Report rcvd.$14,264 spent by grantee; $577 was returned to the Endowment for Health.Grant Report verified September 30, 2016. Final Grant Report verified June 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-03-21$27,500(FY 2016 Grant ID: 2532) To advance positive messaging and community dialogue about immigrant integration by sharing real and systemic stories of contribution and integration through film and other media.$23,440NoGrant Report rcvd September 30, 2016. The Final Grant Report rcvd.$23,440 spent by grantee; $4,060 returned to the Endowment for Health.Grant Report verified on September 30, 2016. Final Grant Report verified on June 30, 2017.
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.$13,549All funds will be expended as intended in the grant.Grant Report rcvd September 30, 2017. Final Grant Report due June 30, 2018.Grant Report verified September 30, 2017. Final Grant Report will be verified June 30, 2018.
Blue Cross Blue Shield of Massachusetts Foundation
101 Huntington Ave Suite 300BostonMA021992016-09-19$18,500(FY 2016 Grant ID: 1510.11) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues.$18,500NoFinal Grant Report rcvd September 30, 2017.All proceeds spent by grantee.Final Grant Report verified September 30, 2017.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012016-09-19$5,000(FY 2016 Grant ID: 2559) To create a shared vision for the future of behavioral health care in New Hampshire by hosting a summit to promote cross-sector collaboration, professional development, and shared public policy goals$5,000NoFinal Grant Report rcvd March 31, 2017.All proceeds spent by grantee.Final Grant Report will be verified May 31, 2017.
Union Leader Charitable Fund
100 William Loeb DriveManchesterNH031092016-03-21$65,000(FY 2016 Grant ID: 2531) To embark on a media partnership with the state's largest newspaper by underwriting a year-long series 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.$65,000NoFinal Grant Report rcvd September 30, 2017All proceeds spent by grantee.Final Grant Report verified September 30, 2017
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.$0All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-01-31$23,800(FY 2017 Grant ID: 2421.02) To strengthen the early childhood field by supporting research needed to inform policy decisions.$23,800NoGrant Report rcvd September 30, 2017.All proceeds spent by grantee.Grantee Report verified September 30, 2017
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.$734All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
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.$0All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
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.$0All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
HNHFoundation
49 South Main Street Suite 204ConcordNH033012017-06-19$10,000(FY 2016 Grant ID: 2443.04) To raise awareness about the impact of adverse childhood experiences with a focus on primary care providers by supporting a keynote speaker.$0All funds will be expended as intended in the grant.Grant Report due on September 30, 2018.Grantee Report will be verified September 30, 2018.
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.$899All funds will be expended as intended in the grant.Grant Report due June 30, 2018.Grantee Report will be verified June 30, 2018.
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.$0All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
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.$0All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-01-30$25,000(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.$9,732All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
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.$0All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grantee Report will be verified June 30, 2018.
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.$1,580All funds will be expended as intended in the grant.Grant Report rvcd September 30, 2017. Final Grant Report due June 30, 2018.Grantee Report verified September 30, 2017. Final Grant Report will be verified June 30, 2018.
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 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 a convening of stakeholders to examine the current status of the Medicaid Program and opportunities for value-based delivery in New Hampshire.$30,000NoGrant Report rcvd September 30, 2017.All proceeds spent by grantee.Grant Report verified September 30, 2018.
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.$0All funds will be expended as intended in the grant.Grant Report due on June 30, 2018.Grant Report will be verified June 30, 2018.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012017-06-19$17,500(FY 2016 Grant ID: 2629) To research clinical cost, quality and access measures and monitoring strategies for evaluating hospital mergers.$8,750All funds will be expended as intended in the grant.Grant Report rcvd September 30, 2017. Final Grant Report due.Grant Report verified September 30, 2017. Final Grant Report will be verified June 30, 2018.

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$3,606,372$3,606,372
Colchis$3,379,456$3,379,456
StoneRidge Alternative Lending$2,123,376$2,123,376

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (25 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Parametric Emerging MarketsFMV$2,324,169$2,324,169
Guggenheim Russell 1000 EqualFMV$9,449,957$9,449,957
Van Eck Global Hard AssetsFMV$981,372$981,372
Vanguard Total InternationalFMV$8,282,401$8,282,401
Vanguard Total Stock MarketFMV$11,868,084$11,868,084
Forester Diversified LTDFMV$9,834,354$9,834,354
Highclere International Investors SMID FundFMV$2,444,018$2,444,018
Weatherlow Offshore Fd I LTDFMV$521,454$521,454
Legacy Venture VI LLCFMV$1,239,629$1,239,629
Futures Portfolio Fund LPFMV$1,578,871$1,578,871
Borealis Granite FundFMV$1,065,655$1,065,655
Convexity Capital Offshore Fund LPFMV$17,699$17,699
Legacy Venture VII LLCFMV$704,094$704,094
RCP Fund IX LPFMV$541,116$541,116
BPG Investment Partnership VIIA, LPFMV$2,126,678$2,126,678
BPG Investment Partnership VIIIA, LPFMV$844,677$844,677
KilternFMV$3,540,923$3,540,923
StoneRidgeFMV$3,780,755$3,780,755
Legacy Venture VIII, LLCFMV$128,397$128,397
Angelo GordonFMV$1,317,083$1,317,083
Vanguard ETFFMV$1,163,608$1,163,608
JuniperFMV$798,809$798,809
RCP XIFMV$21,932$21,932
SouthpointFMV$1,761,022$1,761,022
AnchorageFMV$1,750,000$1,750,000

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 (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Miscellaneous$12,963$0$0$12,964
Insurance$20,015$0$0$20,015
Office Expenses$17,221$0$0$16,947
Telephone Expense$7,644$0$0$7,644
Computer/Equipment Repairs & Maintenance$7,645$0$0$7,645
Freight/Postage$571$0$0$571

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized GainsDesc
Amt$3,895,766Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Consulting - Investments$78,316$78,316$0$0
Consulting$113,906$0$0$118,726
Investment Fees$69,305$69,305$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$44,255$0$0$0
Payroll Tax$50,386$0$0$45,698
Deferred Excist Tax$58,436$0$0$0
Other Tax$14$0$0$14

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$334,624TotalAmt

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