| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Accounting Fees | 18,410 | 0 | 0 | 19,809 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2014-09-08 | 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. | 164,737 | No | Grant Report received June 30, 2015. Final Report received June 30, 2016. | $164,737 spent by grantee; $35,263 returned to the Endowment for Health. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2014-09-08 | 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. | 10,666 | No | Grant Report received June 30, 2015. Final Report received June 30, 2016. | $10,666 spent by grantee; $1,334 returned to the Endowment for Health. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2014-09-08 | 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. | 40,975 | No | Grant Report received June 30, 2015. Final Report received June 30, 2016. | All proceeds spent by grantee. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2014-09-08 | 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. | 23,077 | No | Grant Report received June 30, 2015. Final Report received June 30, 2016. | $23,077 spent by the grantee; $56,923 returned to the Endowment for Health. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2014-09-08 | 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. | 84,877 | No | Grant Report received June 30, 2015. Final Report received June 30, 2016. | $84,877 spent by grantee; $15,123 returned to the Endowment for Health. | |
|
Blue Cross Blue Shield of Massachusetts Foundation |
101 Huntington Ave Suite 300 Boston,MA02199 |
2014-11-17 | 18,000 | (FY 2015 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. | 18,000 | No | Grant Report due January 31, 2016. | All proceeds spent by grantee. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-09-21 | 23,804 | (FY 2015 Grant ID:2492) To expand the degree to which parents have the leadership skills to engage in the continuum of social change strategies from direct service, public issue education, advocacy, and policy change by conducting a study to understand the current NH environment and best practices in parent/caregiver engagement and leadership development nationally; and by conducting a gap analysis which will result in a shared set of goals and specific activities to strengthen parent leadership capacity in NH. | 21,482 | All funds will be expended as intended in the grant. | Grant Report received June 30, 2016. Final Report is due June 30, 2017. | Grant Report verified June 30, 2016. Final Grant Report will be verified on June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-09-21 | 5,000 | (FY 2015 Grant ID:2427.01) To raise awareness about the importance of investing in early childhood by promoting and disseminating the NH Public Television Program Raising New Hampshire. | 3,874 | All funds will be expended as intended in the grant. | Grant Report received June 30, 2016. Final Report is due June 30, 2017. | Grant Report verified June 30, 2016. Final Grant Report will be verified June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-06-15 | 17,250 | (FY 2015 Grant ID:2457) To identify one to three actionable policy priorities that will advance the priorities identified in the NH Early Childhood Framework for Action. | 17,040 | No | Grant Report Received September 30, 2015, Final Report rcvd. June 30, 2016. | $17,040 spent by grantee; $210 returned to the Endowment for Health. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-09-21 | 6,000 | (FY 2015 Grant ID:2491) To enhance capacity of the field to analyze and use cross-sector data to improve the early childhood system and advance policy. | 0 | No | Grant Returned to the Endowment on January 31, 2016. | Grant Returned to the Endowment on January 31, 2016. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-01-26 | 14,500 | (FY 2015 Grant ID:2420.01) To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders by convening stakeholders for planning, training and consensus building. | 14,500 | No | Grant Report received September 30, 2015. Final Report rcvd. June 30, 2016. | All proceeds spent by grantee. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2014-11-17 | 20,000 | (FY 2015 Grant ID:2426) To strengthen the field of elder health by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. | 11,717 | No | June 30, 2016. | $11,717 spent by grantee; $8,283 returned to the Endowment for Health. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-06-15 | 50,259 | (FY 2015 Grant ID:2388.02) To strengthen and increase NHs leadership capacity to advance health equity. | 39,609 | No | June 30, 2016. | $39,609 spent by grantee; $10,650 was returned to the Endowment for Health. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-01-26 | 22,000 | (FY 2015 Grant ID:2443) To foster greater integration and social inclusion for new Americans in New Hampshire by creating a communications framework that navigates the current public discourse on the issues of immigration and evokes new and positive thinking about our state's increasing diversity. | 17,500 | No | June 30, 2016. | $17,500 spent by grantee; $4,500 returned to the Endowment for Health. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-09-21 | 4,000 | (FY 2015 Grant ID:1950.04) To support the operations of Health Strategies by providing operating support. | 1,910 | All funds will be expended as intended in the grant. | Grant Report rcvd. June 30, 2016. Final Report to be submitted June 30, 2017 | Grant Report received June 30, 2016. Final Grant Report will be submitted June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-01-26 | 9,650 | (FY 2015 Grant ID:2433) To enhance the quality and depth of NH reporting on a wide range of social and health-related issues to use the practice of solutions-based journalism. | 9,650 | No | June 30, 2016. | All proceeds spent by grantee. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-09-19 | 15,000 | (FY 2016 Grant ID:2368.01) To strengthen the field of children's behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | 0 | All funds will be expended as intended in the grant. | Final Grant Report is due June 30, 2017. | Final Grant Report will be verified June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-06-20 | 100,000 | (FY 2016 Grant ID:2421.01) To strengthen the early childhood field by supporting research needed to inform policy decisions. | 30,295 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report is due June 30, 2017 | Grant Report verified September 30, 2016. Final Grant Report will be verified June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-03-21 | 20,000 | (FY 2016 Grant ID:2537) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. | 0 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report is due June 30, 2017 | Grant Report verified September 30, 2016. Final Grant Report will be verified June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-03-21 | 15,000 | (FY 2016 Grant ID:2420.02) To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders by convening stakeholders for planning, training and consensus building. | 7,005 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report due June 30, 2017. | Grant Report verified September 30, 2016. Final Grant Report will be verified June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-09-19 | 20,000 | (FY 2016 Grant ID:2426.01) To strengthen the field of elder health by strategically supporting technical assistance to leverage funding from federal and/or other national and regional funding sources. | 0 | All funds will be expended as intended in the grant. | Final Report is due June 30, 2017. | The Grantee's report will be verified on June 30, 2017. | |
|
Blue Cross Blue Shield of Massachusetts Foundation |
101 Huntington Ave Suite 300 Boston,MA02199 |
2015-11-16 | 18,500 | (FY 2016 Grant ID:1510.10) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. | 16,075 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report due December 31 2016 | Grant Report verified September 30, 2016. Final Grant Report will be verified December 31, 2016. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-06-20 | 20,000 | (FY 2016 Grant ID:2388.03) To strengthen and increase NH's leadership capacity to advance health equity. | 124 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report is due June 30, 2017 | Grant Report verified September 30, 2016. Final Grant Report will be verified June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-06-20 | 20,400 | (FY 2016 Grant ID:2443.04) To foster greater integration and social inclusion for new Americans in New Hampshire by creating communications tools and training that navigate the current public discourse on the issues of immigration and evoke new and positive thinking about our state's increasing diversity. | 6,000 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report due June 30, 2017. | Grant Report verified September 30, 2016. Final Grant Report will be verified on June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-11-16 | 10,000 | (FY 2016 Grant ID:2499) To document the progress and measure the effectiveness of the four Immigrant Integration Initiative communities in creating local immigrant integration plans and implementing strategies for more Welcoming Communities by conducting a systematic review of the four plans and key informant interviews. | 10,000 | No | Final Grant Report received June 30, 2016. | All proceeds spent by grantee. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-11-16 | 15,000 | (FY 2016 Grant ID:2504) To strengthen the field of health equity by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. | 0 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report due June 30, 2017. | Grant Report verified September 30, 2016. Final Grant Report will be verified June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-03-21 | 27,500 | (FY 2016 Grant ID:2532) To advance positive messaging and community dialogue about immigrant integration by sharing real and systemic stories of contribution and integration through film and other media. | 20,000 | All funds will be expended as intended in the grant. | Grant Report received September 30, 2016. Final Report is due June 30, 2017 | Grant Report verified on September 30, 2016. The Final Grant Report will be verified on June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2016-09-19 | 50,000 | (FY 2016 Grant ID:2577) To facilitate shared purposes and goals for the health equity field by connecting stakeholders and holding a symposium. | 0 | All funds will be expended as intended in the grant. | Final Grant Report is due June 30, 2017. | The Final Grant Report will be verified on June 30, 2017. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2015-11-16 | 5,000 | (FY 2016 Grant ID:2503) To begin building a health and healthcare advocacy model in New Hampshire by conducting an assessment to determine current assets, current gaps and resource needs to begin building and sustaining an advocacy model. | 5,000 | No | Grant Report received September 30, 2016. | All proceeds spent by grantee. | |
|
Blue Cross Blue Shield of Massachusetts Foundation |
101 Huntington Ave Suite 300 Boston,MA02199 |
2016-09-19 | 18,500 | (FY 2016 Grant ID:1510.11) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. | 0 | All funds will be expended as intended in the grant. | Final Grant Report due September 30, 2016. | Final Grant Report will be verified September 30, 2016. | |
|
New Hampshire Community Behavorial Health Association |
1 Pillsbury Street Suite 200 Concord,NH03301 |
2016-09-19 | 5,000 | (FY 2016 Grant ID:2559) To create a shared vision for the future of behavioral health care in New Hampshire by hosting a summit to promote cross-sector collaboration, professional development, and shared public policy goals. | 0 | All funds will be expended as intended in the grant. | Final Grant Report due March 31, 2017. | Final Grant Report will be verified March 31, 2017. | |
|
Union Leader Charitable Fund |
100 William Loeb Drive Manchester,NH03109 |
2016-03-21 | 65,000 | (FY 2016 Grant ID:2531) To embark on a media partnership with the state's largest newspaper by underwriting a year-long series on aging using the practice of solutions journalism to raise public awareness of and community engagement about promising approaches that create age-friendly communities in New Hampshire. | 0 | All funds will be expended as intended in the grant. | Final Grant Report due April 30, 2017. | Final Grant Report will be verified April 30, 2017. |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Colchester Global Bond Fund | 0 | 0 |
| Vanguard Bond Fund | 4,130,674 | 4,130,674 |
| Colchis | 3,208,441 | 3,208,441 |
| StoneRidge Alternative Lending | 1,536,530 | 1,536,530 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| DFA Emerging Markets Value | FMV | 0 | 0 |
| Parametric Emerging Markets | FMV | 1,964,362 | 1,964,362 |
| Guggenheim Russell 1000 Equal | FMV | 9,169,907 | 9,169,907 |
| Van Eck Global Hard Assets | FMV | 1,786,115 | 1,786,115 |
| Vanguard Total International | FMV | 6,942,525 | 6,942,525 |
| Vanguard Total Stock Market | FMV | 10,664,306 | 10,664,306 |
| Forester Diversified LTD | FMV | 10,027,276 | 10,027,276 |
| Highclere International Investors SMID Fund | FMV | 2,024,980 | 2,024,980 |
| Weatherlow Offshore Fd I LTD | FMV | 9,607,960 | 9,607,960 |
| Legacy Venture VI LLC | FMV | 1,119,675 | 1,119,675 |
| The Tap Fund LTD | FMV | 0 | 0 |
| Futures Portfolio Fund LP | FMV | 2,242,075 | 2,242,075 |
| Borealis Granite Fund | FMV | 1,053,617 | 1,053,617 |
| Convexity Capital Offshore Fund LP | FMV | 896,160 | 896,160 |
| Legacy Venture VII LLC | FMV | 447,106 | 447,106 |
| RCP Fund IX LP | FMV | 242,290 | 242,290 |
| BPG Investment Partnership VIIA, LP | FMV | 2,189,988 | 2,189,988 |
| BPG Investment Partnership VIIIA, LP | FMV | 992,535 | 992,535 |
| Kiltern | FMV | 2,016,759 | 2,016,759 |
| StoneRidge | FMV | 3,227,490 | 3,227,490 |
| Legacy Venture VIII, LLC | FMV | 28,017 | 28,017 |
| Angelo Gordon | FMV | 782,275 | 782,275 |
| Vanguard ETF | FMV | 1,000,188 | 1,000,188 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Legal Fees | 1,520 | 0 | 0 | 1,520 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| Deposits | 2,292 | 2,292 | 2,292 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Miscellaneous | 13,391 | 0 | 0 | 14,052 |
| Insurance | 18,073 | 0 | 0 | 18,073 |
| Office Expenses | 21,200 | 0 | 0 | 21,065 |
| Telephone Expense | 4,430 | 0 | 0 | 4,430 |
| Computer/Equipment Repairs & Maintenance | 4,939 | 0 | 0 | 4,939 |
| Freight/Postage | 488 | 0 | 0 | 488 |
| Description | Amount |
|---|---|
| Unrealized Gains | 6,002,950 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Consulting - Investments | 93,505 | 93,505 | 0 | 0 |
| Consulting | 92,126 | 0 | 0 | 83,725 |
| Investment Fees | 58,189 | 58,189 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Payroll Taxes | 45,699 | 0 | 0 | 45,698 |
| Deferred Excise Tax | 71,338 | 0 | 0 | 0 |
| Other Tax | 200 | 0 | 0 | 200 |