ENDOWMENT FOR HEALTH INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ENDOWMENT FOR HEALTH INC (EIN 02-0512290)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-02-10
IRS object ID
201540419349100309
Schema version
2013v4.0
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)
Return2015-02-10T14:51:59-06:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1100AddressLine1
CityPortlandCity
StateMEState
ZIP Code041041100ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020512290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Endowment For Health IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlENDOBusinessNameControlTxt
Phone6032282448PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Pillsbury Street No 301AddressLine1
CityConcordCity
StateNHState
ZIP Code03301ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarshall RowePersonNm
Person TitleTreasurerPersonTitleTxt
Phone6032282448PhoneNum
Signature2015-01-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara J McGuan CPAPreparerPersonNm
PTINP00219457PTIN
Phone2077752387PhoneNum
Preparation2015-01-28PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,264,529FMVAssetsEOYAmt
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$66,282InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$66,282InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$986,633DividendsRevAndExpnssAmt
Dividends Net Invst Incm$986,633DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,316,967NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,374,547GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,316,967CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,369,882TotalRevAndExpnssAmt
Total Net Invst Incm$6,369,882TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$173,899CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$173,899CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$410,668OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$410,668OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$127,696PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$127,696PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,636LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$10,141LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,033AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$19,183AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$300,060OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$165,488OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$128,291OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$164,978TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$40,871TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$49,120OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$45,197OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$41,786TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$41,881TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$6,982PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$6,982PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$69,432OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$69,440OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,376,290TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$165,488TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,074,249TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,985,536ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,161,597ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,361,826TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$165,488TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,235,846TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,008,056ExcessRevenueOverExpensesAmt
Net Investment Income$6,204,394NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$71,624CashBOYAmt
Cash EOY$62,538CashEOYAmt
Cash EOYFMV$62,538CashEOYFMVAmt
Sav And Temp Cash Invst BOY$511,557SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,227,742SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,227,742SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$650AcctRcvblAmt
Acct Rcvbl BOY$11,721AcctRcvblBOYAmt
Acct Rcvbl EOY$650AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$650AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$1,350,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,615,502OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,350,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,350,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$14,799PrepaidExpensesBOYAmt
Prepaid Expenses EOY$28,985PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$28,985PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$4,085,364CorporateBondsBOYAmt
Corporate Bonds EOY$4,148,751CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,148,751CorporateBondsEOYFMVAmt
Other Investments BOY$75,867,771OtherInvestmentsBOYAmt
Other Investments EOY$72,443,571OtherInvestmentsEOYAmt
Other Investments EOYFMV$72,443,571OtherInvestmentsEOYFMVAmt
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$82,180,630TotalAssetsBOYAmt
Total Assets EOY$85,264,529TotalAssetsEOYAmt
Total Assets EOYFMV$85,264,529TotalAssetsEOYFMVAmt
Accounts Payable BOY$46,875AccountsPayableBOYAmt
Accounts Payable EOY$58,869AccountsPayableEOYAmt
Grants Payable BOY$1,134,728GrantsPayableBOYAmt
Grants Payable EOY$965,080GrantsPayableEOYAmt
Total Liabilities BOY$1,181,603TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,023,949TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$80,999,027UnrestrictedBOYAmt
Unrestricted EOY$84,240,580UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$80,999,027TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$84,240,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$82,180,630TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,264,529TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,999,027TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,008,056ExcessRevenueOverExpensesAmt
Other Increases$233,497OtherIncreasesAmt
Subtotal$84,240,580SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$84,240,580TotNetAstOrFundBalancesEOYAmt

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$7,374,547GrossSalesPriceAmt
Cost Or Other Basis$2,057,580CostOrOtherBasisAmt
Gain Or Loss$5,316,967GainOrLossAmt
Gains Minus Excess Or Losses$5,316,967GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,316,967CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,273,618AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$78,734,365NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041578DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,409,877AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$75,432,695NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031947DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,077,475AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$77,991,413NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052281DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,348,659AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$73,357,289NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045649DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,604,546AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$65,938,820NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.069831DistributionYr5Rt
Total Distribution0.241286TotalDistributionRt
Average Distribution0.048257AverageDistributionRt
Net Vl Noncharitable Assets$84,041,672NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,055,599AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$62,044NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,117,643AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,235,846QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$124,088InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$124,088SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$124,088TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$136,441EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$136,441TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$12,352OverpaymentAmt
Applied To ES Tax$12,352AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1One Pillsbury Street Suite 301AddressLine1
CityConcordCity
StateNHState
ZIP Code03301ZIPCode
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 (17 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Eddie Edwards
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Orville Fitch
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Randy Foose
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Margaret Franckhauser
One Pillsbury Street Suite 301ConcordNH03301Vice Chair2.00$0$0$0
Jody Hoffer Gittell
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Yvonne Goldsberry
One Pillsbury Street Suite 301ConcordNH03301Secretary2.00$0$0$0
Steve Lawlor
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Kathleen Murphy
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Sandra Pelletier
One Pillsbury Street Suite 301ConcordNH03301Chair3.00$0$0$0
Ann Peters
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Brian Presti
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Cindy Rosenwald
One Pillsbury Street Suite 301ConcordNH03301Director1.00$0$0$0
Marshall Rowe
One Pillsbury Street Suite 301ConcordNH03301Treasurer3.00$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
Steven Rowe
One Pillsbury Street Suite 301ConcordNH03301President37.50$173,899$28,811$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Karen Ager
One Pillsbury Street Suite 301ConcordNH03301Director of Communic37.50$92,828$19,433$0
Kim Firth
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$82,649$24,770$0
Sue Fulton
One Pillsbury Street Suite 301ConcordNH03301Dir of Grant Managem37.50$87,423$19,176$0
Kelly Laflamme
One Pillsbury Street Suite 301ConcordNH03301Program Director37.50$85,835$9,032$0
Cheryl Dempsey
One Pillsbury Street Suite 301ConcordNH03301Administrative Manag37.50$61,933$15,473$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 BuchholzBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 Corporate DriveAddressLine1
CityPortsmouthCity
StateNHState
ZIP Code03801ZIPCode
FieldValueIRS element (for citing)
Service TypeInvestment AdvisorServiceTypeTxt
Compensation$96,546CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$83,033,800AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$730,663AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,557,031FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$85,321,494TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$85,321,494AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,279,822CashDeemedCharitableAmt
Net Vl Noncharitable Assets$84,041,672NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,202,084MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,202,084MinimumInvestmentReturnAmt
Tax Based On Investment Income$124,088TaxBasedOnInvestmentIncomeAmt
Total Tax$124,088TotalTaxAmt
Distributable Before Adj$4,077,996DistributableBeforeAdjAmt
Recoveries Qualfied Distri$271,914RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,349,910DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,349,910DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,235,846ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,235,846QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,235,846AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,349,910DistributableAsAdjustedAmt
Undistributed Income PY$1,815,545UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,235,846QualifyingDistributionsAmt
Applied To Year1$1,815,545AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,420,301AppliedToCurrentYearAmt
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$2,929,609UndistributedIncomeCYAmt
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 301AddressLine1
CityConcordCity
StateNHState
ZIP Code03301ZIPCode
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 (76 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
University of NH
56 Old Suncook RoadConcordNH03301N/APC(FY14) NH Citizen's Health Inititative - To create and sustain a public dialogue that will measurably improve the "systems" that finance and provide health care in NH in order to create an effective system of care and ensure a healthy population.$75,000
NH Kids Count
2 Delta DriveConcordNH03301N/APC(FY14) Sustaining the NH Kids Count - To 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
NH Center for Public Policy Studies
1 Eagle Square Suite 510ConcordNH03301N/APC(FY14) Sustaining the NH Center for Public Policy Studies - To 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
NH Public Health Association
4 Park StreetConcordNH03301N/APC(FY14) Sustaining NH Public Health Association - To 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
NH Public Health Association
4 Park StreetConcordNH03301N/APC(FY14) Sustaining the NH Oral Health Coalition - To improve the oral health of the people of NH through effective oral health public policy advocacy.$25,000
Leadership NH
36 Lowell StreetManchesterNH03101N/APC(FY14) Sustaining Leadership NH - To build 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 NH.$10,000
National Alliance on Mental Illness-NH
85 North State StreetConcordNH03301N/APC(FY14) Sustaining the National Alliance on Mental Illness - To ensure quality advocacy, knowledge development and nonprofit capacity building leadership for the mental health system which supports NH's children and their families by providing operating support.$25,000
NH Voices for Health
4 Park StreetConcordNH03301N/APC(FY14) Sustaining NH Voices for Health - To sustain effective advocacy to ensure that NH residents have access to affordable, quality healthcare and thus lead healthy and productive lives.$150,000
NH Voices for Health
4 Park StreetConcordNH03301N/APC(FY14) NH Voices for Health Sustainability Project - To sustain the organization by developing a sustainability plan.$10,000
NH Fiscal Policy Institute
64 North Main Street 3rd FloorConcordNH03301N/APC(FY14) Sustaining the NH Fiscal Policy Institute - To 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
NH Center for Nonprofits
84 Silk Farm Road Suite 1ConcordNH03301N/APC(FY14) Creating Nonprofit Advocacy Capacity in NH - To ensure the nonprofit sector has a strong voice and role in policy as well as the capacity to take action on legislation which impacts the entire sector by increasing and strengthening the advocacy capacity of non-profit organizations.$15,333
NH Legal Assistance
117 North State StreetConcordNH03301N/APC(FY14) Sustaining NH Legal Assistance - To 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
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Health Strategies Operating Support - To support the operations of Health Strategies by providing operating support.$1,500
NH Public Health Association
4 Park StreetConcordNH03301N/APC(FY14) Oral Health Forum - To 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/APC(FY14) Childern's Behavioral Health Collaborative - To improve the behavioral health of NH's children and their families by creating a collective impact initiative initially focused on aligning activities in the strategic plan, Transforming Children's Behavioral Health Care, and building the infrastructure needed for full implementation.$149,235
Community Catalyst Inc
30 Winter Street Floor 10BostonMA02108N/APC(FY14) Supporting NH Health Advocacy - To strengthen organizational and advocacy capacity for the continued development and implementation of a consumer-friendly federally-facilitated Marketplace under the Affordable Care Act, by providing technical assistance to NH advocacy organizations.$20,000
NH Fiscal Policy Institute
64 North Main Street 3rd FloorConcordNH03301N/APC(FY14) Investing in Communities Initiative - To improve the lives of low-income and vulnerable residents of NH through capacity-building programs, tactics, and resources to improve the public policy impact of advocates for low-income and vulnerable people.$50,000
University of NH
56 Old Suncook RoadConcordNH03301N/APC(FY14) Strengthening and Sustaining the NH Pediatric Improvement Partnership Infrastructure (NHPIP)- To strengthen and sustain a statewide collaborative to advance measurement-based quality improvement processes in pediatric primary care settings by 1) creating the training infrastructure needed and 2) securing the resources to sustain it.$50,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Sustaining Voices for Minority Health Advocacy - To improve the ability of racial, ethnic and language minorities to influence system change through the use of effective leadership and advocacy skills.$10,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Leveraging Funding for Change - To expand the array of services and supports available to NH children with behavioral health needs and their families by providing technical assistance to prepare federal grant applications.$20,000
Northern Human Services
87 Washington StreetConwayNH03818N/APC(FY14) Data Collection and Analysis Platform for the Coos Coalition for Young Children and Families - To identify a coordinated, cost effective and manageable data collection and analysis platform that will allow members of the Coos Coalition for Young Children and Families to track and measure progress on identified indicators.$17,000
Greater Nashua Dental Connection
31 Cross StreetNashuaNH03064N/APC(FY14) Greater Nashua Dental Connection Expansion - To improve access to oral health care for underserved populations by expanding the dental center, preferably in partnership with an area primary health care provider.$10,000
NH Catholic Charities
215 Myrtle StreetManchesterNH031044354N/APC(FY14) Legal Services for Immigrant Victims of Domestic Violence/Sexual Assault - To assist in strengthening the physical and mental health of immigrant and refugee victims of domestic violence and sexual assault and their families by providing specialized immigration-related legal services that enable victims to obtain a legal status in the U.S., receive employment authorization, and fully free themselves from abusive relationships.$20,000
NH Humanities Council
117 Pleasant StreetConcordNH03301N/APC(FY14) "Connections" Adult Literacy Programs: Bridging Cultures and Communities Creating Opportunity - To expand and strengthen the "Connections" adult literacy program by incorporating a writing component, developing new web-based resources, integrating instruction in the use of digital media to enhance the literary experience, and presenting companion programs which coordinate with other Council-conducted projects.$10,000
YMCA of Greater Nashua
6 Henry Clay DriveMerrimackNH03054N/APC(FY14) Diabetes Prevention Program - To decrease the risk of people diagnosed as pre-diabetic from developing Type 2 diabetes by providing a Diabetes Prevention Program.$5,000
Massachusetts Immigrant and Refugee Advocacy Coalition
146 Lowell StreetManchesterNH03104N/APC(FY14) Immigrant integration Initiative Community of Practice - To develop a strong field for Immigrant Integration in NH by convening practitioners for peer-to-peer learning, training, and technical assistance via a Community of Practice.$15,000
Lakes Region Partnership for Public Health Inc
67 Water StreetLaconiaNH03246N/APC(FY14) Immigrant Integration Initiative - To advance the integration and inclusion of immigrants and refugees in NH through a collaborative planning process to foster a shared vision for the future among newcomers and long-term residents and develop a community-level plan of multi-sector strategies to promote the economic, educational, social, cultural, and spatial integration of newcomers.$11,000
Organization for Refugee & Immigrant Success (ORIS)
434 Lake Avenue Second FloorManchesterNH03103N/APC(FY14) Immigrant Integration Initiative - To advance the integration and inclusion of immigrants and refugees in NH through a collaborative planning process to foster a shared vision for the future among newcomers and long-term residents and develop a community-level plan of multi-sector strategies to promote the economic, educational, social, cultural, and spatial integration of newcomers.$11,000
Second Start
17 Knight StreetConcordNH03301N/APC(FY14) Immigrant Integration Initiative - To advance the integration and inclusion of immigrants and refugees in NH through a collaborative planning process to foster a shared vision for the future among newcomers and long-term residents and develop a community-level plan of multi-sector strategies to promote the economic, educational, social, cultural, and spatial integration of newcomers.$11,000
United Way of Greater Nashua Inc
20 Broad StreetNashuaNH03064N/APC(FY14) Immigrant Integration Initiative - To advance the integration and inclusion of immigrants and refugees in NH through a collaborative planning process to foster a shared vision for the future among newcomers and long-term residents and develop a community-level plan of multi-sector strategies to promote the economic, educational, social, cultural, and spatial integration of newcomers.$11,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Oral Health: A Framework for Action - To create a revised and updated NH Oral Health Plan by conducting a broad-based planning process that identifies and builds on progress in the NH oral health field, identifies and utilizes current and emerging data, incorporates emerging challenges and opportunities, contains concrete goals and quantifies new and ongoing resources.$20,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Promoting Integration of Physical and Behavorial Health Care - To improve health outcomes and reduce NH healthcare costs by promoting the integration of physical and behavioral health care.$50,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Promoting Integration of Physical and Behavorial Health Care - To improve health outcomes and reduce NH healthcare costs by promoting the integration of physical and behavioral health care.$9,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Enhancing Leadership Capacity to Advance Health Equity - To strengthen the field and increase NH's leadership capacity to advance health equity by providing:- Collective Impact 101 and training for leaders of the NH Health and Equity Partnership,- Training in grantmaking with an Equity Lens, and - Training and technical assistance for an Immigrant Integration Initiative Launch Event for the four funded communities.$25,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Enhancing Leadership Capacity to Advance Health Equity - To strengthen the field and increase NH's leadership capacity to advance health equity by funding Collective Impact 101 training for approximately 50 grassroots leaders from NH's communities of color; funding training and facilitated dialogue regarding equity and communities of color for 30-35 state and local policy makers/leaders to advance health equity; providing training and technical assistance to grantees of the EH's Immigrant Integration Initiative; and supporting public relations activity to advance Immigrant Integration in NH.$47,000
Sexual Assault Support Services
7 Junkins AvenuePortsmouthNH03801N/APC(FY14) Facilitating a Merger Between $A$$ and A Safe Place - To more effectively assist those impacted by domestic and sexual violence in Strafford and Rockingham Counties by increasing organizational capacity and efficiency of A Safe Place and Sexual Assault Support Services through a merger.$5,000
Nashua Association for the Elderly Inc
70 Temple StreetNashuaNH03060N/APC(FY14) Senior Wellness Initiative - To promote the well-being of older adults by providing free health screenings at the Senior Center.$5,000
Raymond Coalition for Youth
4 Epping StreetRaymondNH03077N/APC(FY14) Raymond Coalition for Youth My Choice Diversion Certification Program - To effectively serve young adult offenders with alcohol and marijuana violations by educating them, and a parent or adult, on the health and legal implications of misusing substances and to have the My Choice Diversion Program Certified.$4,950
Friends in Action
PO Box 1485PortsmouthNH03802N/APC(FY14) Community Engagement Center/Needs Assessment and Business Plan - To consider mission expansion by conducting an assessment and business plan for creating a Community Engagement Center/Thrift Store in Durham NH as an extension of its Wildcat Friends Program.$5,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301N/APC(FY14) Provider Orders for Life Sustaining Treatment (POLST) Operations and Quality Improvement Project - To establish a statewide system for seriously ill, frail elders to have conversations with loved ones and health providers regarding goals of care and specific life sustaining treatments by having the patient's choices documented on a POLST form (medical orders) as the patient moves among different care settings before they die.$10,441
NH Legal Assistance
117 North State StreetConcordNH03301N/APC(FY14) Promoting and Protecting the Rights of Assisted Living Residents - To ensure that residents of assisted living facilities are afforded all of the legal protections to which they are entitled and receive the care and services they need to maximize their health, safety and independence.$3,641
White Mountain Community Health Center
PO Box 4800 298 White Mountain HwyConwayNH03818N/APC(FY14) Electronic Medical Records - To bring the health center up to date with best practices for medical facilities by purchasing and training staff to use an electronic medical record system.$20,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Creating Shared Identity and Building the Knowledge Base in the Field of Elder Health - To continue to create a shared identity among stakeholders and strengthen the knowledge base within the field of elders in NH by funding:- Convening and facilitation of key stakeholders- Technical assistance from experts in the field of aging and elder health- A Tri-State Roundtable on Aging (NH, ME, VT) for the sharing of innovations and emerging solutions to create more age-friendly communities.$15,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Early Childhood Research and Technical Assistance - To strengthen the early childhood field by supporting research needed to inform policy decisions and by funding technical assistance to leverage funding.$20,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Building the Capacity of Children's Behavioral Health Field - To increase timely and appropriate access to behavioral health care for NH children and youth with behavioral health care needs and their families by supporting the field to increase community-based capacity to deliver evidence-based individualized treatment and to leverage national and foundation funding.$10,000
Disabilities Rights Center Inc
One Pillsbury Street Suite 301ConcordNH03301N/APC(FY14) Children's Behavorial Health Collaborative Strategy Development Technical Assistance Project - To advance the goals of the state's plan Transforming Children's Behavioral Health Care by prioritizing strategic policy objectives and identifying strategies to achieve them.$19,640
Early Learning NH
2 Delta DriveConcordNH03301N/APC(FY14) Provide Core Support to Spark NH - To strengthen the early childhood field's shared identity by providing core operating support to Spark NH.$62,500
Bhutanese Community of NH (BCNH)
510 Chestnut StreetManchesterNH03101N/APC(FY13) Bhutanese Women's Leadership and Access Project - To improve access to health and human services for Bhutanese women and to increase their representation in leadership positions in the community by engaging women in a participatory planning process and leadership development sessions.$6,934
Children's Alliance of NH
Two Delta Drive Suite 201ConcordNH03301N/APC(FY13) Sustaining the Children's Alliance of NH - To 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
Cooperative Alliance for Seacoast Transportation (COAST)
42 Sumner DriveDoverNH03820N/APC(FY13) Tranportation Coordination Service System for NH - To implement a more efficient and effective community transportation system for citizens of the State of NH.$60,000
Disabilities Rights Center Inc
18 Low AveConcordNH03301N/APC(FY13) Sustaining the NH Disabilities Rights Center, Inc. - To 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.$25,000
Early Learning NH
2 Delta DriveConcordNH03301N/APC(FY13) Spark NH - To advance the comprehensive plan for early childhood in NH by raising public awareness of the importance of healthy early childhood development and by working toward policy and practice changes.$62,530
Families in Transition
122 Market StreetManchesterNH03101N/APC(FY13) Connecting Housing Advocacy Project - To support the development of more affordable housing for NH's homeless and lowest income residents by strengthening the homeless provider community's commitment to housing advocacy and strengthening the housing development community's commitment to ending homelessness.$16,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301N/APC(FY13) Transport NH - To inform and guide the policy debate on NH's transportation system through a broad based coalition of organizations and a public messaging campaign.$25,000
Foundation for Healthy Communities
125 Airport RoadConcordNH03301N/APC(FY13) NHRx Connects Pharmacy for Medication Bridge - To improve access to pharmacy assistance for uninsured or underinsured individuals by extending the Unused Medication program statewide and by forming a new entity that will manage and sustain the program into the future.$47,300
Foundation for Healthy Communities
125 Airport RoadConcordNH03301N/APC(FY13) NH Health & Equity Partnership - To promote health and equity and address health disparities in NH by developing the NH Health & Equity Partnership, focusing on strengthening partnerships through advancing leadership, enhancing knowledge, and fostering networking and collaboration.$52,684
Goodwin Community Health Center
311 Route 108SomersworthNH03871N/APC(FY13) Goodwin Community Health Dental Software Training - To improve the integration of oral health into Avis Goodwin Community Health Center's primary care practice by enhancing the health center's utilization of upgraded, integrated dental software.$4,908
Journeys in Education Inc
26 Main StreetPeterboroughNH03458N/APC(FY13) Emerging Voices of NH - To develop greater awareness, empathy and cultural competence regarding the immigrant experience among students and teachers by engaging them in a live play and follow-on classroom curriculum.$10,000
Lamprey Health Care
128 State Route 27RaymondNH03077N/APC(FY13) Nursing Quest Summer Camps - Nursing Quest Summer Camps will offer camp experiences to minority campers and promote awareness of the nursing profession among youth from diverse cultures and ultimate expand diversity within the future nursing workforce.$21,555
Manchester Community Health Center
145 Hollis StreetManchesterNH03101N/APC(FY13) Building a Center of Excellence for Culturally Effective Care (COECEC) - To create a Center of Excellence for Culturally Effective Care (COECEC)within Manchester Community Health Center.$48,998
Media Power Youth
1245 Elm StreetManchesterNH03101N/APC(FY13) Media Power Youth Visibility Project - To increase the visibility of Media Power Youth's programming by simplifying messaging through a new website and web portal.$16,680
NH Center for Public Policy Studies
1 Eagle Square Suite 510ConcordNH03301N/APC(FY13) Sustaining the NH Center for Public Policy Studies - To 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
NH Citizens Alliance
4 Park Street Suite 304ConcordNH03301N/APC(FY13) Health Care Access and Affordability - To continue to increase the knowledge and advocacy skills of NH small business owners and individuals regarding quality, affordable health care policy issues at both state and national level.$25,000
NH Coalition Against Domestic & Sexual Violence
4 South State StreetConcordNH03302N/APC(FY13) Children Exposed to Domestic Violence - Trama Informed Services - To provide trauma-informed services to children exposed to violence in their homes and the non-offending parent by developing a cohort of trauma-informed advocates and providing training and technical assistance to member agencies.$72,313
NH Fiscal Policy Institute
64 North Main Street 3rd FloorConcordNH03301N/APC(FY13) Communications - To expand the reach and deepen the influence of the research and analysis efforts of the NH Fiscal Policy Institute by retaining a full-time Communications and Outreach Coordinator.$8,334
NH Legal Assistance
117 North State StreetConcordNH03301N/APC(FY13) NH Legal Assistance Youth Law Project - To provide civil legal services and engage in systemic advocacy for low-income delinquent and CHINS youth to ensure that they receive the mental health, educational, and other services they need to prevent delinquent behavior and involvement with the juvenile system.$114,176
NH Public Health Association
4 Park StreetConcordNH03301N/APC(FY13) Sustaining NH Public Health Association - To 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
NH Public Health Association
4 Park StreetConcordNH03301N/APC(FY13) NH Oral Health Coalition - To improve the oral health of the people of NH through effective oral health public policy advocacy.$25,000
NH Public Health Association
4 Park StreetConcordNH03301N/APC(FY13) Seeking Sustainable Funding for the Poison Center - To identify sustainable funding for NH's Poison Center Services by convening and leading a group of policy-makers and stakeholders to examine alternatives and create a consensus plan for sustainable funding streams.$4,975
NH Public Radio
2 Pillsbury Street 6th FloorConcordNH03301N/APC(FY13) Sustaining NH Public Radio - To 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
Seacoast Mental Health Center
1145 Sagamore AvenuePortsmouthNH03801N/APC(FY13) Automated EHR Training Mobule Development Project - To enhance service delivery at Genesis Behavioral Health, Greater Nashua Mental Health Center at Community Council, Monadnock Family Services, Northern Services, and Seacoast Mental Health Center by creating an automated Electronic Health Record (EHR) training.$20,000
SHARE Outreach Inc
1 Columbus AvenueMilfordNH03055N/APC(FY13) SHARE 360 Environmental Scan - To better manage the needs of low income residents in the Greater Milford community by developing a holistic view of the demographic and economic profile of the service area and by inventorying and evaluating existing service providers and resources.$5,000
University of NH
51 College RoadDurhamNH038243585N/APC(FY13) NH Citizen's Health Initiative - To create and sustain a public dialogue that will measurably improve the "systems" that finance and provide health care in NH in order to accomplish two fundamental objectives: to assure a healthy population and to create an effective system of care.$91,028
Lakes Region Partnership for Public Health Inc
67 Water Street Suite 105LaconiaNH03246N/APC(FY12) Laconia New American Integration Initiative - To improve the health and well-being of the refugee population in Laconia by 1) conducting health education and outreach, 2) building capacity and a local network of cultural competency trainers in the health care system, and 3) developing a team of volun$15,172
West Central Behavioral Health
9 Hanover Street Suite 2LebanonNH03766N/APC(FY12) Integrated Mental Health at the Tiger Treatment Center - To improve behavioral health outcomes and access to care at Newport Middle High School by integrating behavioral health services at a school-based health clinic.$41,770
Families in Transition
122 Market StreetManchesterNH03101N/APC(FY12) The Family Place - To improve the mental health and academic outcomes of homeless children by providing evidence-based, family strengthening therapeutic treatment and advocacy integrated within trauma-informed preschool and afterschool programming.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,161,597TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NH Center for Nonprofits
84 Silk Farm Road Suite 1ConcordNH03301N/APC(FY14) Sustaining the NH Center for Nonprofits - To 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
NH Public Radio
2 Pillsbury Street 6th FloorConcordNH03301N/APC(FY14) Sustaining NH Public Radio - To 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
NH Legal Assistance
117 North State StreetConcordNH03301N/APC(FY14) NH Legal Assistance Youth Law Project - To provide civil legal services and engage in systemic advocacy for low-income delinquent and CHINS youth to ensure that they receive the mental health, educational, and other services they need to prevent delinquent behavior and involvement with the juvenile system.$84,923
Foundation for Healthy Communities
125 Airport RoadConcordNH03301N/APC(FY14) Transport NH - To inform and guide the policy debate on NH's transportation system through a broad based coalition of organizations and a public messaging campaign.$25,000
Families in Transition
122 Market StreetManchesterNH03101N/APC(FY14) Connecting Housing Advocacy Project - To support the development of more affordable housing for NH's homeless and lowest income residents by strengthening the homeless provider community's commitment to housing advocacy and strengthening the housing development community's commitment to ending homelessness.$16,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Medicaid Managed Care Evaluation - To improve the health and health care system of NH especially for the vulnerable and underserved by evaluating Medicaid Managed Care and identifying areas for improvement.$200,000
Bhutanese Community of NH (BCNH)
510 Chestnut StreetManchesterNH03101N/APC(FY14) Bhutanese Women's Leadership Project - To increase representation of Bhutanese women in leadership positions in the community.$20,000
Mainely Girls
PO Box 793RockportME04856N/APC(FY14) The NH Eating Disorders Treatment Network - To increase access to high quality eating disorder treatment by providing multi-disciplinary training and ongoing coaching in six underserved communities.$20,000
NH Center for Nonprofits
84 Silk Farm Road Suite 1ConcordNH03301N/APC(FY14) Campaign to Establish the Role of Nonprofits in Building Human and Community Capital - To recast the identity and image of the nonprofit sector in NH and mobilize leaders of the sector to effectively carry and deliver the new message by rebranding the sector and taking action to shift public perception of the impact of the nonprofit sector in NH.$17,500
Community College System of NH (CCSNH)
26 College DriveConcordNH03301N/APC(FY14) Creating Engaging Accessible and Quality Online Classes in Early Childhood Education - To create a more authentic learning experience for on-line and evening Early Childhood Education (ECE) students by using creative curriculum texts/materials and accompanying videos to enhance the on-line offerings.$13,329
Sexual Assault Support Services
7 Junkins AvenuePortsmouthNH03801N/APC(FY14) Facilitating a Merger Between $A$$ and A Safe Place - To more effectively assist those impacted by domestic and sexual violence in Strafford and Rockingham Counties by increasing organizational capacity and efficiency of A Safe Place and Sexual Assault Support Services through a merger.$5,000
NH Children's Trust Inc
10 Ferry Street Suite 315ConcordNH03301N/APC(FY14) Standards of Quality for Family Strengthening and Support for NH's Statewide System of Family Resource Centers - NH programs will become certified in the National Standards of Quality for Family Strengthening and Support leading to a shared identity and strong field.$6,150
Southern NH Planning Commission
438 Dubuque StreetManchesterNH03102N/APC(FY14) Complete Streets in NH: A Toolkit for Cities and Towns - To develop and publish a toolkit and a resource guide for how to implement Complete Streets at the community level.$10,000
Special Needs Support Center
12 Flynn StreetLebanonNH03766N/APC(FY14) Neuroscience for Strengthening Community Health: Allan Schore Educational Events - To deepen community understanding about how early relationships create the foundation for life-long health by providing learning opportunities to hear from a national expert.$7,000
NH Interscholastic Athletic Association
251 Clinton StreetConcordNH03301N/APC(FY14) Life of an Athlete - Healthy Eating/Active Living - To improve healthy lifestyle choices related to sleep, nutrition, and substance abuse by promoting the Life of an Athlete prevention program.$10,000
NH Kids Count
2 Delta DriveConcordNH03301N/APC(FY14) Reforming NH School Discipline - To ensure the health and well-being of all students by improving school discipline policies on both a statewide and community basis.$8,000
Bhutanese Community of NH (BCNH)
510 Chestnut StreetManchesterNH03101N/APC(FY14) Bhutanese Mental Health Project - The Bhutanese Mental Health Project will address the escalating mental health crisis by enhancing the ability to identify, refer and monitor members of the Bhutanese community at risk for suicide.$20,000
Southeastern Regional Education Service Center INC (SERESC)
29 Commerce DriveBedfordNH03110N/APC(FY14) NH Preschool Technical Assistance Network (PTAN) Child Care Inclusion Project - To keep special needs children in their childcare program by providing their teachers with technical assistance to help them support children with special needs.$12,832
Lamprey Health Care
128 State Route 27RaymondNH03077N/APC(FY14) Equity Leadership Fellowship - To utilize the expertise of NH's Leaders of Color to develop a cohort of rising minority community leaders with an equity knowledge base, concrete skills for participating in leadership roles, and the ability to create change via collective impact.$42,000
Emerging Leaders in Communities of Color
PO Box 614ManchesterNH03105N/APC(FY14) Emerging Leaders in Communities of Color Leadership Program - The Emerging Leaders in Communities of Color Leadership Program will strengthen NH'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.$20,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) The Economics of Immigration in NH - To further integration for immigrants in NH by improving the knowledge base regarding the economic impact of immigrants which can be used to better inform a narrative and engage business and other economic leaders in the state.$12,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Creating Shared Identity and Building the Knowledge Base in the Field of Elder Health - To continue to create a shared identity among stakeholders and strengthen the knowledge base within the field of elders in NH by funding:- Convening and facilitation of key stakeholders- Technical assistance from experts in the field of aging and elder health- A Tri-State Roundtable on Aging (NH, ME, VT) for the sharing of innovations and emerging solutions to create more age-friendly communities.$25,975
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Early Childhood Research and Technical Assistance - To strengthen the early childhood field by supporting research needed to inform policy decisions and by funding technical assistance to leverage funding.$60,000
Health Strategies of NH
One Pillsbury Street Suite 301ConcordNH03301N/APOF(FY14) Building the Capacity of the Children's Behavorial Health Field - To increase timely and appropriate access to behavioral health care for NH children and youth with behavioral health care needs and their families by supporting the field to increase community-based capacity to deliver evidence-based individualized treatment and to leverage national and foundation funding.$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$775,709TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,282ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$986,633ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,316,967ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,369,882ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,369,882TotalIncomeProducingActyAmt

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$25,033Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$19,183DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (20 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012012-09-17$3,000(FY 2012 - Grant ID: 1950.02) To support the operations of Health Strategies to implement the Endowment for Health's work as an organization to advance leadership, foster networking and collaboration, enhance knowledge and support the NH safety net.$2,199NoSeptember 30, 2013 & June 30, 20142014-06-30$2,199 spent by grantee; $801 returned to the Endowment for Health on June 30, 2014.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012012-09-17$10,000(FY 2012 - Grant ID: 1951.07) To enhance the capacity of NH's leaders and organizations by providing resources to support national and statewide learning opportunities and funding for grant writers.$9,939NoSeptember 30, 2013 & June 30, 20142014-06-30$9,939 spent by grantee; $61 returned to the Endowment for Health on June 30, 2014.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012012-09-17$10,000(FY 2012 - Grant ID: 2137.06) To promote the effective implementation of federal health reform in New Hampshire by providing support to key groups and stakeholders foster collaboration and information sharing and to develop needed knowledge and technical capacity.$7,440NoSeptember 30, 2013 & June 30, 20142014-06-30$7,440 spent by grantee; $2,560 returned to the Endowment for Health on June 30, 2014.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012012-05-02$4,200(FY 2012 - Grant ID: 2291) To strengthen nonprofit organizational capacity by assessing the nonprofit organization's effectiveness in relation to four core capacities - leadership, adaptability, management, and technical capacities - as well as organizational culture using the Core Capacity Assessment Tool Assistance and consultation expertise.$2,975NoSeptember 30, 2013 & June 30, 20142014-06-30$2,975 spent by grantee; $1,225 returned to the Endowment for Health on June 30, 2014.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012012-09-26$218,688(FY 2012 - Grant ID: 2311) To improve the health and health care system of NH especially for the vulnerable and underserved through health reform strategies especially public policy.$218,688NoSeptember 30, 2013 & June 30, 20142014-06-30All grant proceeds spent by grantee.
Blue Cross Blue Shield of Massachusetts Foundation
Landmark Center 401 Park DriveBostonMA022152013-05-06$18,000(FY 2013 - Grant ID: 1510.08) To deepen national and regional New England media understanding of the intricate and dynamic world of medicine and health care, with an emphasis on the overall health system and special problems facing low-income and uninsured individuals and families.$18,000NoJune 30, 20142014-06-30All grant proceeds spent by grantee.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012013-09-26$200,000(FY 2013 - Grant ID: 2311.01) To improve the health and health care system of NH especially for the vulnerable and underserved by evaluating Medicaid Managed Care and identifying areas for improvement.$44,921NoJune 30, 20142014-06-30$44,921 spent by grantee.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012013-11-13$10,000(FY 2013 - Grant ID: 2367) To improve the ability of racial, ethnic and language minorities to influence system change through the use of effective leadership and advocacy skills.$10,000NoJune 30, 20142014-06-30All proceeds spent by grant.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012013-12-09$20,000(FY 2013 - Grant ID: 2368) To expand the array of services and supports available to NH children with behavioral health needs and their families by providing technical assistance to prepare federal grant applications.$20,000NoJune 30, 20142014-06-30All proceeds spent by grantee.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-03-24$20,000(FY 2013 - Grant ID: 2386) To create a revised and updated New Hampshire Oral Health Plan by conducting a broad-based planning process that identifies and builds on progress in the NH oral health field, identifies and utilizes current and emerging data, incorporates emerging challenges and opportunities, contains concrete goals and quantifies new and ongoing resources.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-03-24$50,000(FY 2014 - Grant ID: 2387) To improve health outcomes and reduce NH healthcare costs by promoting the integration of physical and behavioral health care.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-03-24$25,000(FY 2014 - Grant ID: 2388) To strengthen the field and increase NH's leadership capacity to advance health equity.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-06-09$47,000(FY 2014 - Grant ID: 2388.01) To strengthen the field and increase NH's leadership capacity to advance health equity.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-08-04$9,000(FY 2014 - Grant ID: 2387.01) To improve health outcomes and reduce NH healthcare costs by promoting the integration of physical and behavioral health care.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-09-08$1,500(FY 2014 - Grant ID: 1950.03) To support the operations of Health Strategies by providing operating support.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-09-08$200,000(FY 2014 - Grant ID: 2311.02) To improve the health and health care system of NH especially for the vulnerable and underserved by evaluating Medicaid Managed Care and identifying areas for improvement.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-09-08$12,000(FY 2014 - Grant ID: 2419) To further integration for immigrants in NH by improving the knowledge base regarding the economic impact of immigrants which can be used to better inform a narrative and engage business and other economic leaders in the state.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-09-08$40,975(FY 2014 - Grant ID: 2420) To continue to create a shared identity among stakeholders and strengthen the knowledge base within the field of elders in NH.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-09-08$80,000(FY 2014 - Grant ID: 2421) To strengthen the early childhood field by supporting research needed to inform policy decisions and by funding technical assistance to leverage funding.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.
Health Strategies of New Hampshire
One Pillsbury Street Suite 301ConcordNH033012014-09-08$100,000(FY 2014 - Grant ID: 2422) To increase timely and appropriate access to behavioral health care for NH children and youth with behavioral health care needs and their families by supporting the field to increase community-based capacity to deliver evidence-based individualized treatment and to leverage national and foundation funding.$0NoGrant Report Due June 30, 20152015-06-30Initial verification date has not yet occured.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondColchester Global Bond FundBondNm
EOY Book Value$4,148,751EOYBookValueAmt
EOYFMV$4,148,751EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA Emerging Markets ValueFMV$3,116,459$3,116,459
Parametric Emerging MarketsFMV$2,224,702$2,224,702
Guggenheim Russell 1000 EqualFMV$8,773,975$8,773,975
Van Eck Global Hard AssetsFMV$2,418,018$2,418,018
Vanguard Total InternationalFMV$8,078,195$8,078,195
Vanguard Total Stock MarketFMV$13,937,922$13,937,922
Forester Diversified LTDFMV$9,972,445$9,972,445
Highclere International Investors SMID FundFMV$1,882,241$1,882,241
Weatherlow Offshore Fd I LTDFMV$9,876,579$9,876,579
Legacy Venture VI LLCFMV$540,893$540,893
The Tap Fund LTDFMV$3,008,101$3,008,101
Futures Portfolio Fund LPFMV$2,061,213$2,061,213
Borealis Granite FundFMV$474,751$474,751
Convexity Capital Offshore Fund LPFMV$2,670,413$2,670,413
Legacy Venture VII LLCFMV$75,062$75,062
RCP Fund IX LPFMV$10,000$10,000
BPG Investment Partnership VIIA, LPFMV$1,830,000$1,830,000
BPG Investment Partnership VIIIA, LPFMV$1,492,602$1,492,602

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$6,636LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,141DisbursementsCharitablePrpsAmt

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$17,343$0$0$17,343
Insurance$18,186$0$0$18,186
Office Expenses$13,479$0$0$13,487
Telephone Expense$9,104$0$0$9,104
Computer/Equipment Repairs & Maintenance$10,764$0$0$10,764
Freight/Postage$556$0$0$556

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUnrealized GainsDescription
Amount$233,497Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Consulting - Investments$96,546$96,546$0$0
Consulting$134,572$0$0$128,291
Investment Fees$68,942$68,942$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll Taxes$40,871$0$0$40,871
Federal Excise Taxes$124,107$0$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Health Strategies of New Hampshire IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Pillsbury Street Suite 301AddressLine1
CityConcordCity
StateNHState
ZIP Code03301ZIPCode
FieldValueIRS element (for citing)
EIN208632971EIN
DescGrant to wholly-owned subsidiary.Desc
Amt$610,828Amt
FieldValueIRS element (for citing)
Total$610,828TotalAmt

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