ENDOWMENT FOR HEALTH INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ENDOWMENT FOR HEALTH INC (EIN 02-0512290)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-11
- IRS object ID
- 202100429349100505
- Schema version
- 2019v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-11T08:04:03-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020512290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Endowment For Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDO | BusinessNameControlTxt |
| Phone | 6032282448 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pillsbury Street No 301 | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvonne Goldsberry | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6032282448 | PhoneNum |
| Signature | 2021-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2021-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,004,212 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,082 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,082 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,037,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,322,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,590,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,242,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,357,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$911,595 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,629,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,769,544 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $305,485 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $305,485 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $434,634 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $434,634 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $168,736 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $168,736 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,256 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,871 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,287 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $237,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,536 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $117,125 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $52,587 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $56,163 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $56,103 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,530 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,973 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,138 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,130 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $407,882 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,827 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,406,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $529,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,258,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,892,237 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,283,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,298,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $529,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,541,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,669,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,240,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $734,028 | CashBOYAmt |
| Cash EOY | $333,287 | CashEOYAmt |
| Cash EOYFMV | $333,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $737,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,688,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,688,326 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,729 | AcctRcvblAmt |
| Acct Rcvbl EOY | $10,729 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,729 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,500,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $38,068 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $61,824 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $61,824 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $10,719,316 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,004,198 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,004,198 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $70,933,872 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $72,403,556 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $72,403,556 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $124,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,741 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,292 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,292 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,292 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $85,665,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,004,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,004,212 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $303,880 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $314,273 | AccountsPayableEOYAmt |
| Grants Payable BOY | $908,087 | GrantsPayableBOYAmt |
| Grants Payable EOY | $663,323 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,211,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $977,596 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $82,469,941 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $83,030,155 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,983,414 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,996,461 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,453,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,026,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $85,665,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,004,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,453,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,669,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,242,449 | OtherIncreasesAmt |
| Subtotal | $85,026,616 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,026,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $14,242,353 | $12,651,664 | $1,590,689 | $1,590,689 |
| Investment Income - K-1 | P | -$233,430 | -$233,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,357,259 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,977,152 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $79,935,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049754 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,070,608 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,543,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048724 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,082,901 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $82,685,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049379 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,518,837 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,188,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045588 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,916,307 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $83,003,573 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047182 | DistributionYr5Rt |
| Total Distribution | 0.240627 | TotalDistributionRt |
| Average Distribution | 0.048125 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $82,356,314 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,963,398 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,975,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,541,906 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,547 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,547 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,146 | OverpaymentAmt |
| Applied To ES Tax | $29,146 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.endowmentforhealth.org | WebsiteAddressTxt |
| Individual With Books | Susan Fulton | IndividualWithBooksNm |
| Phone | 6032282448 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pillsbury Street Suite 301 | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael Ostrowski | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Chair | 2.00 | $0 | $0 | $0 |
| Ned Helms | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Vice Chair | 1.00 | $0 | $0 | $0 |
| Brian Presti | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Treasurer | 2.00 | $0 | $0 | $0 |
| Anthony Poore | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Secretary | 1.00 | $0 | $0 | $0 |
| Betsy Paine | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Scott Bogle | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Frank DeGiovanni | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Tricia Lucas | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Chris Mathews | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Deo Mwano | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Jennifer Near | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Maria Padin | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Marie Ramas | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| John Snow | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Frances Strayer | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director | 1.00 | $0 | $0 | $0 |
| Yvonne Goldsberry | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | President | 37.50 | $193,000 | $33,177 | $0 |
| Sue Fulton | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Chief Financial Officer | 37.50 | $112,485 | $24,507 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Kim Firth | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Program Director | 37.50 | $97,608 | $32,187 | $0 |
| Melina Hill Walker | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Program Director | 37.50 | $97,910 | $23,259 | $0 |
| Karen Ager | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Director of Communic | 37.50 | $97,260 | $19,162 | $0 |
| Kelly Laflamme | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Program Director | 37.50 | $87,936 | $16,728 | $0 |
| Cheryl Dempsey | ||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | Administrative Manag | 37.50 | $63,524 | $19,717 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prime Buchholz | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 Corporate Drive | AddressLine1Txt |
| City | Portsmouth | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisor | ServiceTypeTxt |
| Compensation | $80,896 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Staff working to collaborate with community partners to ensure the healthy development of children and improving the behavioral health of children and their families in NH to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues. | Description1Txt |
| Expenses1 | $185,456 | Expenses1Amt |
| Description2 | Staff working to collaborate with community partners to advancing health and equity for all residents in NH, in particular racial, ethnic and language minorities in NH, in order to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues. | Description2Txt |
| Expenses2 | $201,296 | Expenses2Amt |
| Description3 | Staff working in collaboration with community partners to advance healthy aging for all NH residents by convening stakeholders, providing technical and policy expertise, and supporting communication efforts to advance a new conversation about aging in our state. | Description3Txt |
| Expenses3 | $198,135 | Expenses3Amt |
| Description4 | Staff 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 | $141,302 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $81,776,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,834,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,610,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,610,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,254,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,356,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,117,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,117,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,401 | TotalTaxAmt |
| Distributable Before Adj | $4,105,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $146,147 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,251,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,251,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,541,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,541,906 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,529,505 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,251,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,799,946 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,541,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,799,946 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $741,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,509,602 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Endowment for Health Inc | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pillsbury Street Suite 301 | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6032282448 | RecipientPhoneNum |
| Form And Info And Materials | Call 603-228-2448 for grant application or see the Endowment's webiste: www.endowmentforhealth.org. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Various dates depending on type of grant: see application for details. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Projects 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Leadership New Hampshire | |||||||
| PO Box 3446 | Concord | NH | 03302 | N/A | PC | 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 New Hampshire. | $10,000 |
| National Alliance on Mental Illness-New Hampshire | |||||||
| 85 N State Street | Concord | NH | 03301 | N/A | PC | 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 general operating support. | $25,000 |
| New Hampshire Legal Assistance | |||||||
| 117 North State Street | Concord | NH | 03301 | N/A | PC | To ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits. | $25,000 |
| New Futures | |||||||
| 100 North Main Street Suite 400 | Concord | NH | 03301 | N/A | PC | To develop, support and implement state-level policy changes to transform NHs children's mental health and substance use disorder system into an integrated, comprehensive System of Care. | $240,000 |
| Lamprey Health Care | |||||||
| 207 South Main Street | Newmarket | NH | 03057 | N/A | PC | To draw on the expertise of NHs Leaders of Color to train and develop a cohort of promising/rising minority community leaders with an equity frame knowledge base and concrete skills for participating in leadership (committees, boards, mainstream leadership development programs) while building collective impact capacity in communities of color. | $40,000 |
| Maine Council on Aging | |||||||
| PO Box 988 | Brunswick | ME | 04011 | N/A | PC | To 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 |
| Grantmakers in Aging | |||||||
| 901 North Glebe Road Suite 200 | Arlington | VA | 22203 | N/A | PC | To expand the Endowment for Health's ability to leverage local, regional and national ideas and funding, through enhanced relationships with those in the field of philanthropy focused on healthy aging. | $1,700 |
| University of New Hampshire | |||||||
| 73 Main Street | Durham | NH | 03820 | N/A | PC | To 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 Street | Durham | NH | 03820 | N/A | PC | Advance a shared vision for age friendly communities in NH through a collective impact approach by providing backbone support to the NH Alliance of Healthy Aging. | $200,000 |
| New Futures | |||||||
| 100 North Main Street Suite 400 | Concord | NH | 03301 | N/A | PC | To 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. | $320,000 |
| New Hampshire Legal Assistance | |||||||
| 117 North State Street | Concord | NH | 03301 | N/A | PC | To build advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners. | $65,000 |
| Granite State Organizing Project | |||||||
| 383 Beech Street | Manchester | NH | 03103 | N/A | PC | To enhance leadership capabilities and educational attainment of primarily youth of color in the Manchester and Nashua School Districts by providing support to expand the YOU program to youth at Memorial and West High Schools in Manchester and Nashua North and South High Schools. | $30,000 |
| University of New Hampshire | |||||||
| 73 Main Street | Durham | NH | 03820 | N/A | PC | The NH Business Acumen Project will advance the readiness of NH Community Based Organizations (CBOs) to partner with integrated healthcare entities by monitoring the public funding environment, assessing CBO status and needs, and providing expert-led technical assistance and training. | $20,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To enhance the capacity of NH leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups. | $100,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To conduct research, convene key stakeholders and develop community engagement materials to support improved health policy decision-making. | $30,000 |
| National Alliance on Mental Illness-New Hampshire | |||||||
| 85 N State Street | Concord | NH | 03301 | N/A | PC | To continue cultivating and developing robust and resilient family and youth leaders, who are full partners in transforming and strengthening the infrastructure of NH childrens behavioral health system, by providing opportunities for leadership development, community engagement, education, training, and advocacy. | $73,850 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study | $80,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study | $50,000 |
| Conservation Law Foundation | |||||||
| 27 North Main St | Concord | NH | 033014930 | N/A | PC | To build advocacy capacity for environmental justice in NH | $25,000 |
| New Hampshire Community Loan Fund | |||||||
| 7 Wall Street | Concord | NH | 03301 | N/A | PC | To sustain general operations and ensure nonprofit capacity building focused on improving the health of vulnerable residents of NH by addressing housing needs as a critical determinate of health. | $50,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To enhance the knowledge of NH residents, health policy leaders and practitioners about important health equity issues, activities, and successful national/state-based programs by supporting specific communication strategies. | $10,000 |
| Fannie E Rippel Foundation | |||||||
| 14 Maple Avenue Suite 200 | Morristown | NJ | 07960 | N/A | PF | Provide operating support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | $25,000 |
| Fannie E Rippel Foundation | |||||||
| 14 Maple Avenue Suite 200 | Morristown | NJ | 07960 | N/A | PF | Provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | $25,000 |
| Foundation for Healthy Communities | |||||||
| 125 Airport Road | Concord | NH | 03301 | N/A | PC | To improve the health of NH residents by increasing the quality of behavioral health collaborative services provided in hospital emergency care departments and aligned community settings. | $107,500 |
| Organization for Refugee & Immigrant Success (ORIS) | |||||||
| 434 Lake Avenue | Manchester | NH | 03103 | N/A | PC | To determine the feasibility of a Manchester Farm to School project that makes locally grown and produced food products available on Manchester School District lunch menus and incorporates experiential nutrition education activities in school curricula by creating an Action Plan to use as the blueprint for the project. | $8,093 |
| Granite State College | |||||||
| 25 Hall Street | Concord | NH | 03301 | N/A | PC | To enhance health equity across the states workforce sectors by equipping key organizational development leaders in New Hampshire with critical and respectful multi-generational management and leadership competencies to address multi-generational health disparities related to respectful, culturally competent, and collaborative workplace cultures. | $12,500 |
| University of New Hampshire | |||||||
| 73 Main Street | Durham | NH | 03820 | N/A | PC | This project aims to put equity at the center of NH AHAs work to promote the health and wellbeing of older adults in New Hampshire by developing partners understanding of how and why issues of inequity arise in healthy aging and equipping them with resources and skills for advancing equity. | $30,000 |
| New Hampshire Legal Assistance | |||||||
| 117 North State Street | Concord | NH | 03301 | N/A | PC | To sustain an effective and sustainable statewide advocacy infrastructure that promotes healthy aging in New Hampshire. | $25,000 |
| Granite State Children's Alliance | |||||||
| 72 South River Rd Suite 202 | Bedford | NH | 03110 | N/A | PC | To establish a trauma-informed, evidence based clinical program to support children and their families who are accessing services on-site at the Greater Lakes Child Advocacy Centers and to replicate this model statewide. | $19,740 |
| Granite United Way | |||||||
| 22 Concord Street 2 | Manchester | NH | 03101 | N/A | PC | To develop a new 5-year strategic plan with the Manchester School District by meaningfully engaging a broader group of people from diverse racial, ethnic, linguistic, socioeconomic and cultural backgrounds | $20,000 |
| Organization for Refugee & Immigrant Success (ORIS) | |||||||
| 434 Lake Avenue | Manchester | NH | 03103 | N/A | PC | To facilitate and document the promotion and programmatic representation of New American Africans' expressed ethnic community development objectives within ORIS's organizational and programmatic structures. | $5,860 |
| Massachusetts Immigrant and Refugee Advocacy Coalition | |||||||
| 105 Chauncy Street 9th Floor | Boston | MA | 02111 | N/A | PC | To promote healthy New Hampshire communities which welcome immigrants and refugees by facilitating inclusive community collaboration, assisting a learning collaborative of integration practitioners and community leaders to share best practices and collectively address ongoing challenges experienced by immigrants and refugees in NH. | $60,000 |
| Foundation for Healthy Communities | |||||||
| 125 Airport Road | Concord | NH | 03301 | N/A | PC | The Licensure Review Project will conduct a review of licensure regulations for a broad array of health care providers and provide recommendations on opportunities to remove barriers, increase efficiencies, and support workforce development for the health care workers. | $12,500 |
| Trustees of Dartmouth College | |||||||
| 11 Rope Ferry Road | Hanover | NH | 037551421 | N/A | PC | The Clinical Placements Project will conduct an environmental scan of the community placement process that supports health care clinical training experiences in New Hampshire. | $75,000 |
| Sunset Hill Educational Institute | |||||||
| PO Box 435 | South Sutton | NH | 03273 | N/A | PC | To provide individuals living with disability in New Hampshire access to health and wellness activities and education in a peer-driven social environment by digitally connecting them to a virtual exercise and learning hub at the Sunset Hill Educational Institute (SHEI) facility where they can remote conference from their home with SHEI staff and other peers. | $2,100 |
| The Diversity Workforce Coalition | |||||||
| PO Box 927 | Manchester | NH | 03105 | N/A | PC | To deliver a highly engaging, experiential and provocative keynote address regarding equity, diversity and inclusion. | $5,000 |
| New Hampshire Public Health Association | |||||||
| 4 Park Street | Ascheim | NH | 03301 | N/A | PC | To build and focus advocacy capacity for the future through the consultation with b-fresh consulting. | $6,730 |
| New Futures | |||||||
| 100 North Main Street Suite 400 | Concord | NH | 03301 | N/A | PC | To develop a public policy action plan which will provide coordinated communications, needs assessments, and a package of governmental policy actions, to assist in the immediate delivery of services and to help stabilize the financials of an already fragile health care delivery system. | $25,000 |
| Granite United Way | |||||||
| 22 Concord Street 2 | Manchester | NH | 03101 | N/A | PC | To help the United Way provide resources to organizations and people impacted by COVID-19. | $50,000 |
| United Way of the Greater Seacoast | |||||||
| 112 Corporate Drive Unit 3 | Portsmouth | NH | 03801 | N/A | PC | To help the United Way provide resources to NH organizations and people impacted by COVID-19. | $50,000 |
| Monadnock United Way | |||||||
| 23 Center Street | Keene | NH | 03431 | N/A | PC | To help the United Way provide resources to organizations and people impacted by COVID-19. | $50,000 |
| United Way of Greater Nashua Inc | |||||||
| 20 Broad Street | Nashua | NH | 03064 | N/A | PC | To help the United Way provide resources to organizations and people impacted by COVID-19. | $50,000 |
| Sullivan County NH | |||||||
| 14 Main Street | Newport | NH | 037731548 | N/A | GOV | To provide resources to organizations and people impacted by COVID-19 in the Sullivan County. | $10,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state. | $10,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state. | $10,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state. | $10,000 |
| University of New Hampshire | |||||||
| 73 Main Street | Durham | NH | 03820 | N/A | PC | To provide evidence-informed training for early intervention and early childhood providers to increase the capacity of their interdisciplinary teams to care for infants impacted by opioids and other substances and their families. | $7,500 |
| New Hampshire School Funding Fairness Project | |||||||
| PO Box 921 | Concord | NH | 03302 | N/A | PC | To expand the reach of, and to develop new audiences for, the NH School Funding Fairness Project's public education efforts by creating and disseminating video versions of its "School Funding and Property Taxes" presentation. | $7,444 |
| New England Blacks in Philanthropy | |||||||
| 101 Federal Street | Boston | MA | 02110 | N/A | PC | To help individuals and philanthropic institutions and other funding organizations make better informed decisions within communities of color and with direct input from representatives of those diverse populations by providing tools and resources needed to enhance knowledge. | $2,500 |
| New Futures | |||||||
| 100 North Main Street Suite 400 | Concord | NH | 03301 | N/A | PC | To encourage alignment, coordination and promotion of best practices across all early childhood coalitions in the state by facilitating a community of practice. | $56,700 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To put issues of race and equity at the center of civic engagement in NH civic institutions and public life by developing the combination of knowledge, skills, and motivation to make that difference. | $10,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To initiate a change in NH's Law Enforcement/Criminal Justice culture towards one of improved equity and acceptance by development and implementation of an implicit bias training program for NH's law enforcement/criminal justice sector personnel. | $10,000 |
| New Hampshire Children's Trust Inc | |||||||
| 10 Ferry St Suite 307 | Concord | NH | 03301 | N/A | PC | To strengthen families throughout New Hampshire and reduce incidences of abuse and neglect by implementing a public awareness campaign focused on Family Resource Centers and the programs they offer | $37,000 |
| Saint Anselm College | |||||||
| 100 Saint Anselm Drive | Manchester | NH | 03102 | N/A | PC | To translate science into socially equitable and community resilience building practice and policy by enabling the development of problem based learning games to teach antiracist practices and improve cultural competence in industry settings for youth and adults. | $15,575 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To organize for systems change for racial and economic equity by using an Inclusive Recovery Framework. | $15,000 |
| New Hampshire Community Loan Fund | |||||||
| 7 Wall Street | Concord | NH | 03301 | N/A | PC | To ensure small businesses and employees negatively impacted by COVID-19 have the resources to pay mortgages, rent and other immediate costs. | $25,000 |
| Solutions Journalism Network Inc | |||||||
| 79 Madison Ave Suite 224 | New York | NY | 10016 | N/A | PC | To assist Laconia Daily Sun with reporting solutions journalism approaches by providing ongoing technical assistance. | $5,250 |
| Disabilities Rights Center Inc | |||||||
| 64 North Main St 3rd Floor Suite 2 | Concord | NH | 03301 | N/A | PC | To advance educational equity for students with disabilities during the COVID-19 pandemic by providing individual and systemic advocacy | $20,000 |
| Keene State College | |||||||
| 229 Main Street | Keene | NH | 03435 | N/A | PC | To provide technical support to the NH Departments of Education and Health & Human Services as they prepare the Year 4 System of Care Implementation Report and Executive Summary. | $39,884 |
| Keene State College | |||||||
| 229 Main Street | Keene | NH | 03435 | N/A | PC | Assess the current status and progress in development of the Children's Behavioral Health field | $35,000 |
| New Futures | |||||||
| 10 Ferry Street Suite 307 | Concord | NH | 03301 | N/A | PC | To strengthen the Children's Behavioral Health Collaborative's impact by evaluating the current structure and assessing its current role in the field and by supporting strategic opportunities. | $17,500 |
| University of New Hampshire | |||||||
| 51 College Road | Durham | NH | 03824 | N/A | PC | To deepen awareness and action on race and equity within New Hampshire's children's behavioral health field by implementing the Leadership Learning Exchange for Equity. | $19,977 |
| Early Learning New Hampshire | |||||||
| 2 Delta Drive | Concord | NH | 03301 | N/A | PC | To strengthen the early childhood field's shared purpose by providing core operating support to Spark NH. | $50,000 |
| Harvard Kennedy School of Government | |||||||
| 79 JFL Street | Cambridge | MA | 02138 | N/A | PC | To build family capabilities to enhance the healthy development of children by providing intensive technical assistance that builds the capacity of NH's Department of Health and Human Services (NH DHHS) staff to design and implement a suite of initiatives. | $40,000 |
| New Hampshire Association for Infant Mental Health | |||||||
| PO Box 1421 | Concord | NH | 03302 | N/A | PC | To increase the competence of NH's children's mental health workforce in diagnosing, assessing and treating children birth through age 6 by providing professional development in the DC: 0 - 5 Diagnostic Classification. | $35,979 |
| Conservation Law Foundation | |||||||
| 27 North Main St | Concord | NH | 033014930 | N/A | PC | To build advocacy capacity for environmental justice in NH. | $25,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To enhance the capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups. | $35,000 |
| Massachusetts Immigrant and Refugee Advocacy Coalition | |||||||
| 105 Chauncy Street 9th Floor | Boston | MA | 02111 | N/A | PC | To serve as a learning collaborative and safe space where practitioners working on Immigrant Integration, in particular representatives from the formerly four funded regions of the Immigrant Integration Initiative, can learn together how to implement and sustain robust and successful immigrant integration efforts AND maintain a learning community to share knowledge and address ongoing challenges that arise. | $30,000 |
| Blue Cross Blue Shield of Massachusetts Foundation | |||||||
| 101 Huntington Ave Suite 300 | Boston | MA | 02199 | N/A | PF | To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. | $19,000 |
| New Hampshire Legal Assistance | |||||||
| 117 North State Street | Concord | NH | 03301 | N/A | PC | To ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits. | $25,000 |
| New Hampshire Public Health Association | |||||||
| 4 Park St Suite 403 | Concord | NH | 03301 | N/A | PC | 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. | $60,000 |
| New Hampshire Public Radio | |||||||
| 2 Pillsbury Street 6th Floor | Concord | NH | 03301 | N/A | PC | 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 |
| New Hampshire Fiscal Policy Institute | |||||||
| 64 North Main Street 3rd Floor | Concord | NH | 03301 | N/A | PC | 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. | $75,000 |
| New Hampshire Center for Nonprofits | |||||||
| 194 Pleasant Street Suite 14 | Concord | NH | 03301 | N/A | PC | 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 |
| University of New Hampshire | |||||||
| 51 College Road | Durham | NH | 03824 | N/A | PC | To develop and support a forum that will identify critical health policy issues and analyze data to understand the implications of policy changes on NH residents and health care providers. | $200,000 |
| Fenway Health | |||||||
| 1340 Boylston Street | Boston | MA | 02215 | N/A | PC | Create increased awareness of and readiness to work with lesbian, gay, bisexual and transgender (LGBT) older people among mainstream aging services providers through two training opportunities. | $4,000 |
| Health Strategies of New Hampshire | |||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | N/A | POF | To improve understanding of existing capacity for providing LGBT-affirmative and competent aging services in our state and where/how we can build greater capacity to serve the most vulnerable older people in our communities. | $40,000 |
| New Hampshire Public Health Association | |||||||
| 4 Park St Suite 403 | Concord | NH | 03301 | N/A | PC | To strengthen State and local capacity to deliver high-quality oral health services by providing access to expert speakers on important oral health issues. | $704 |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | N/A | PC | To improve foundation grantmaking practices by providing an opportunity for funders to explore smarter grantmaking approaches. | $5,000 |
| Solutions Journalism Network Inc | |||||||
| 79 Madison Ave 2nd Floor 224 | New York | NY | 10016 | N/A | PC | To support the Laconia Daily Sun's year-long series on issues of race, civil discourse and the social determinants of health by providing technical assistance from the Solutions Journalism Network. | $10,400 |
| City of Nashua | |||||||
| 18 Mulberry Street | Nashua | NH | 03060 | N/A | GOV | To increase awareness of substance use prevention by hosting a Legislative Breakfast to get the conversation started. | $1,315 |
| National Alliance on Mental Illness-New Hampshire | |||||||
| 85 N State Street | Concord | NH | 03301 | N/A | PC | To develop family leadership in NH's childrens behavioral health system through identification and engagement, providing training and support in advocacy and outreach, fostering and mentoring family leaders as advocates, and expanding grassroots family-to-family peer supports. | $36,554 |
| Early Learning New Hampshire | |||||||
| 2 Delta Drive | Concord | NH | 03301 | N/A | PC | To encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice. | $45,293 |
| Granite United Way | |||||||
| 22 Concord Street 2 | Manchester | NH | 03101 | N/A | PC | Provide operating support that leverages other funding for provider trainings for the Recovery Friendly Workplace Initiative. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,283,148 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| New Hampshire Center for Nonprofits | |||||||
| 194 Pleasant Street Suite 14 | Concord | NH | 03301 | N/A | PC | To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system by sustaining the general operations of key NH nonprofits. | $50,000 |
| New Hampshire Public Radio | |||||||
| 2 Pillsbury St 6th Floor | Concord | NH | 03301 | N/A | PC | To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits. | $30,000 |
| New Hampshire Public Health Association | |||||||
| 4 Park Street | Ascheim | NH | 03301 | N/A | PC | To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits. | $75,000 |
| New Hampshire Fiscal Policy Institute | |||||||
| 64 North Main Street 3rd floor | Concord | NH | 03301 | N/A | PC | To ensure quality advocacy and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits. | $75,000 |
| Early Learning New Hampshire | |||||||
| 2 Delta Drive | Concord | NH | 03301 | N/A | PC | To promote the importance of investing in early childhood by using a range of messaging tools. | $114,710 |
| The Gerontological Society of America | |||||||
| 1220 L St NW Ste 901 | Washington | DC | 20005 | N/A | PC | To build momentum in changing the conversation about aging in New Hampshire by strengthening local capacity and connections to the National Reframing Aging Network. | $10,000 |
| Nackey S Loeb School of Communication | |||||||
| 749 East Industrial Park Drive | Manchester | NH | 03109 | N/A | PC | To raise awareness of barriers to civic discourse in the Lakes Region and educate residents about opportunities to improve racial justice and welcoming activities in the state by covering a variety of issues related to social determinants of health and to examine solutions to the existance of hate groups locally and statewide. | $56,513 |
| Keene State College | |||||||
| 229 Main Street | Keene | NH | 03435 | N/A | PC | To assess the current status and progress in development of the Early Childhood field | $35,000 |
| University of New Hampshire | |||||||
| 73 Main Street | Durham | NH | 03820 | N/A | PC | To engage and empower a diverse set of constituents to actively work to find common ground around policy solutions addressing health, social, and public health systems in New Hampshire by identifying key health policy shifts, researching and analyzing impacts using focused data points, disseminating information to describe implications of policies, and developing processes to prioritize and shape policy pathways. | $200,000 |
| Makin' It Happen Coalition for Resilient Youth Inc | |||||||
| One Sundial Avenue Suite 219N | Manchester | NH | 03103 | N/A | PC | To guide the state's efforts to expand its capacity to recognize, respond, connect and support individuals at risk for suicide by developing a strategic plan for the New Hampshire Suicide Prevention Council. | $17,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $663,323 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,082 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,037,589 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $58 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,590,689 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $58 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,629,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,629,418 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $21,287 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,287 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2018-09-17 | $2,000 | (FY 2018 Grant ID: 1950.06) To support the operations of Health Strategies by providing operating support. | $2,000 | No | June 30, 2019 & December 31, 2019 | Reports verified June 30, 2019 & December 31, 2019. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2018-09-17 | $10,000 | (FY 2018 Grant ID: 2504.02) To enhance knowledge leading to improved policy and practice in health equity by supporting the communication and distribution statewide of information. | $9,000 | $1,000 returned to the Endowment. | June 30, 2019 & June 30, 2020 | Reports verified June 30, 2019 & June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2018-09-17 | $20,000 | (FY 2018 Grant ID: 2705) To conduct a comprehensive, statewide study of the Early Childhood Education (ECE) workforce in New Hampshire. | $20,000 | No | June 30, 2019 & June 30, 2020 | Reports verified June 30, 2019 & June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2018-09-17 | $145,000 | (FY 2018 Grant ID: 2707) To quantify early childhood racial inequities and recommend policy solutions that promote fair and just opportunities for all NH young children. | $45,000 | $100,000 returned to the Endowment. | June 30, 2019 & June 30, 2020 | Reports verified June 30, 2019 & June 30, 2020. |
| Blue Cross Blue Shield of Massachusetts Foundation | ||||||||||
| 101 Huntington Ave Suite 300 | Boston | MA | 02199 | 2019-09-23 | $19,000 | (FY 2019 Grant ID: 1510.14) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. | $0 | All funds will be expended as intended in the grant. | Report due December 31, 2020. | Report verified December 31, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-09-23 | $1,000 | (FY 2019 Grant ID: 1950.07) To support the operations of Health Strategies. | $260 | All funds will be expended as intended in the grant. | June 30, 2020 & June 30, 2021 | Reports verified June 30, 2020. Final report will be verified June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-04-15 | $10,000 | (FY 2019 Grant ID: 2368.03) To strengthen the field of Children's Behavioral Health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | $10,000 | No | June 30, 2020 | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-09-23 | $10,000 | (FY 2019 Grant ID: 2537.04) To strengthen the field of Early Childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | $0 | All funds will be expended as intended in the grant. | June 30, 2020. Final report due June 30, 2021. | June 30, 2020. Final report will be verified June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-09-23 | $35,000 | (FY 2019 Grant ID: 2655.04) To enhance the capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups. | $35,000 | No | June 30, 2020 | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-06-17 | $10,000 | (FY 2019 Grant ID: 2679.01) To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making. | $10,000 | No | June 30, 2020 | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-09-23 | $10,000 | (FY 2019 Grant ID: 2679.02) To conduct research and convene key stakeholders and develop community engagement materials to support improved health policy decision-making. | $10,000 | No | June 30, 2020 | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2018-11-19 | $15,000 | (FY 2019 Grant ID: 2714) To enhance the knowledge of NH residents, health policy leaders and practitioners about important health equity issues, activities, and successful national/state-based programs by supporting specific communication strategies. | $13,800 | $1,200 returned to the Endowment. | June 30, 2019 & June 30, 2020 | Reports verified June 30, 2019 & June 30, 2020. |
| Fannie E Rippel Foundation | ||||||||||
| 14 Maple Avenue Suite 200 | Morristown | NJ | 07960 | 2018-11-19 | $25,000 | (FY 2019 Grant ID: 2716) To provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | $25,000 | All funds will be expended as intended in the grant. | August 31, 2020 | Report verified August 31, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-01-28 | $30,000 | (FY 2019 Grant ID: 2719) To increase the capacity of the Healthy Aging field to implement Reframing Aging tools and recommendations in NH. | $21,869 | $8,131 returned to the Endowment. | June 30, 2019 & June 30, 2020 | Reports verified June 30, 2019 & June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-06-17 | $5,000 | (FY 2019 Grant ID: 2736) To strengthen the capacity of funders in NH to strategically coordinate and co-fund grantmaking by completing a baseline report that maps the state's philanthropic landscape. | $5,000 | No | June 30, 2020 | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-07-31 | $10,000 | (FY 2019 Grant ID: 2742) To reduce/eliminate information disorder by providing a one day workshop for journalists on how to discover, verify and ethically and responsibly report. | $6,622 | $3,378.25 returned to the Endowment. | June 30, 2020 | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-09-23 | $40,000 | (FY 2019 Grant ID: 2743) To improve understanding of existing capacity for providing LGBT-affirmative and competent aging services in our state and where/how we can build greater capacity to serve the most vulnerable older people in our communities. | $40,000 | No | June 30, 2020 | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-09-23 | $16,132 | (FY 2019 Grant ID: 2758) To measure progress on recommendations made in a 2015 Advocacy Report and to identify potential opportunities, strategies or partners. | $12,277 | All funds will be expended as intended in the grant. | June 30, 2020. Final report due June 30, 2021. | Reports verified June 30, 2020. Final report will be verified June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-11-25 | $100,000 | (FY 2020 Grant ID: 2655.05) To enhance the capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups. | $49,101 | All funds will be expended as intended in the grant. | June 30, 2020. Final report due June 30, 2021. | Reports verified June 30, 2020. Final report will be verified June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2019-11-25 | $30,000 | (FY 2020 Grant ID: 2679.03) To conduct research, convene key stakeholders and develop community engagement materials to support improved health policy decision-making. | $9,727 | All funds will be expended as intended in the grant. | June 30, 2020. Final report due June 30, 2021. | Reports verified June 30, 2020. Final report will be verified June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-03-23 | $80,000 | (FY 2020 Grant ID: 2707.01) To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study. | $700 | All funds will be expended as intended in the grant. | September 30, 2020. Final report due June 30, 2021. | Reports verified September 30, 2020; Final report will be verified on June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-09-21 | $50,000 | (FY 2020 Grant ID: 2707.02) To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study. | $0 | All funds will be expended as intended in the grant. | Report due June 30, 2021. | Final report will be verified on June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-09-21 | $10,000 | (FY 2020 Grant ID: 2714.01) To enhance the knowledge of NH residents, health policy leaders and practitioners about important health equity issues, activities, and successful national/state-based programs by supporting specific communication strategies. | $0 | All funds will be expended as intended in the grant. | Report due June 30, 2021. | Final report will be verified on June 30, 2021. |
| Fannie E Rippel Foundation | ||||||||||
| 14 Maple Avenue Suite 200 | Morristown | NJ | 07960 | 2020-01-27 | $25,000 | (FY 2020 Grant ID: 2716.01) To provide operating support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | $0 | All funds will be expended as intended in the grant. | Final report due September 30, 2021. | Final report will be verified September 30, 2021. |
| Fannie E Rippel Foundation | ||||||||||
| 14 Maple Avenue Suite 200 | Morristown | NJ | 07960 | 2020-06-22 | $25,000 | (FY 2020 Grant ID: 2716.02) To provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | $0 | All funds will be expended as intended in the grant. | Final report due September 30, 2021. | Final report will be verified September 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-04-27 | $10,000 | (FY 2020 Grant ID: 2782) To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state. | $10,000 | No | Report due June 30, 2021. | Report verified June 30, 2020. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-07-16 | $10,000 | (FY 2020 Grant ID: 2782.01) To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state. | $1,340 | All funds will be expended as intended in the grant. | September 30, 2020; Final report due June 30, 2021. | Reports verified September 30, 2020; Final report will be verified on June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-09-21 | $10,000 | (FY 2020 Grant ID: 2782.02) To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state. | $0 | All funds will be expended as intended in the grant. | Final report due June 30, 2021. | Final report will be verified on June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-09-21 | $10,000 | (FY 2020 Grant ID: 2788) To put issues of race and equity at the center of civic engagement in NH's civic institutions and public life by developing the combination of knowledge, skills, and motivation to make that difference. | $0 | All funds will be expended as intended in the grant. | Final report due June 30, 2021. | Final report will be verified on June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-09-21 | $10,000 | (FY 2020 Grant ID: 2789) To initiate a change in NH's Law Enforcement/Criminal Justice culture towards one of improved equity and acceptance by development and implementation of an implicit bias training program for NH's law enforcement/criminal justice sector personnel. | $0 | All funds will be expended as intended in the grant. | Final report due June 30, 2021. | Final report will be verified on June 30, 2021. |
| Health Strategies of New Hampshire | ||||||||||
| One Pillsbury Street Suite 301 | Concord | NH | 03301 | 2020-09-21 | $15,000 | (FY 2020 Grant ID: 2796) To organize for systems change for racial and economic equity by using an Inclusive Recovery Framework. | $0 | All funds will be expended as intended in the grant. | Final report due June 30, 2021. | Final report will be verified on June 30, 2021. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Investment Income - K-1 UBTI | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $58 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Page 5, Part VII-A, Line 11 | FormAndLineReferenceDesc |
| Medium Explanation | Name of Controlled Entity: Health Strategies of New Hampshire, Inc.EIN: 20-8632971Address: One Pillsbury Street, Suite 301, Concord, NH 03301Excess Business Holding: No | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Colchis | $2,715,615 | $2,715,615 |
| StoneRidge Alternative Lending | $1,803,046 | $1,803,046 |
| TIAA Cref | $4,485,537 | $4,485,537 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Guggenheim Russell 1000 Equal | FMV | $7,397,859 | $7,397,859 |
| Vanguard Total International | FMV | $6,048,143 | $6,048,143 |
| Vanguard Total Stock Market | FMV | $13,853,346 | $13,853,346 |
| Forester Diversified LTD | FMV | $356,608 | $356,608 |
| Highclere International Investors SMID Fund | FMV | $2,405,339 | $2,405,339 |
| Legacy Venture VI LLC | FMV | $1,937,619 | $1,937,619 |
| Borealis Granite Fund | FMV | $1,477,312 | $1,477,312 |
| Legacy Venture VII LLC | FMV | $1,909,657 | $1,909,657 |
| Legacy Venture VIII, LLC | FMV | $1,027,380 | $1,027,380 |
| RCP Fund IX LP | FMV | $969,610 | $969,610 |
| BPG Investment Partnership VIIA, LP | FMV | $1,134,812 | $1,134,812 |
| StoneRidge | FMV | $1,064,771 | $1,064,771 |
| AG Realty Fund 9 | FMV | $1,913,269 | $1,913,269 |
| Juniper II | FMV | $1,359,691 | $1,359,691 |
| RCP XI | FMV | $668,275 | $668,275 |
| Southpoint | FMV | $2,415,154 | $2,415,154 |
| Anchorage | FMV | $1,762,156 | $1,762,156 |
| VNG Emerging | FMV | $490,533 | $490,533 |
| RCP XII | FMV | $472,276 | $472,276 |
| Davidson Kemper | FMV | $3,925,049 | $3,925,049 |
| GEM | FMV | $369,084 | $369,084 |
| NGP | FMV | $505,146 | $505,146 |
| Juniper III | FMV | $874,434 | $874,434 |
| RCP XIII | FMV | $169,740 | $169,740 |
| Lyme Timber | FMV | $254,490 | $254,490 |
| Legacy 9 | FMV | $282,218 | $282,218 |
| AG Realty 10 | FMV | $291,244 | $291,244 |
| RCP Fund XIV | FMV | $39,506 | $39,506 |
| Generation Global | FMV | $3,346,595 | $3,346,595 |
| Generation Asia | FMV | $1,682,510 | $1,682,510 |
| Nut Tree | FMV | $2,268,800 | $2,268,800 |
| Varde | FMV | $1,943,411 | $1,943,411 |
| Nyes Lege | FMV | $7,670,549 | $7,670,549 |
| DK Distressed | FMV | $116,970 | $116,970 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $6,256 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,871 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits | Desc |
| BOY Book Value | $2,292 | BOYBookValueAmt |
| EOY Book Value | $2,292 | EOYBookValueAmt |
| EOYFMV | $2,292 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Miscellaneous | $10,929 | $0 | $0 | $13,116 |
| Insurance | $23,341 | $0 | $0 | $23,296 |
| Office Expenses | $18,454 | $0 | $0 | $17,860 |
| Telephone Expense | $8,218 | $0 | $0 | $8,218 |
| Computer/Equipment Repairs & Maintenance | $9,281 | $0 | $0 | $9,281 |
| Freight/Postage | $1,056 | $0 | $0 | $1,056 |
| Other Portfolio Deductions from Passthroughs | $0 | $407,882 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| Investment Income - K-1 | $195,469 |
| 481a Adjustment | -$1,107,064 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $2,242,449 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting - Investments | $79,009 | $79,009 | $0 | $0 |
| Consulting | $116,253 | $0 | $0 | $117,125 |
| Investment Fees | $42,527 | $42,527 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax | $24,661 | $0 | $0 | $0 |
| Payroll Tax | $53,386 | $0 | $0 | $52,512 |
| Other Tax | $75 | $0 | $0 | $75 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Strategies of New Hampshire Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pillsbury Street Suite 301 | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208632971 | EIN |
| Desc | Grant to wholly-owned subsidiary. | Desc |
| Amt | $221,291 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,291 | TotalAmt |