Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 10-01-2015 , and ending 09-30-2016
Name of foundation
Endowment For Health Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)One Pillsbury Street No 301
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Concord, NH03301
A Employer identification number

02-0512290
B Telephone number (see instructions)

(603) 228-2448
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$80,290,989
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 60,690 60,690  
4 Dividends and interest from securities... 875,432 875,432  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,036,628
b Gross sales price for all assets on line 6a 8,957,461
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ -100,506 936,122 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 267,150 0 0 267,150
14 Other employee salaries and wages...... 366,081 0 0 366,081
15 Pension plans, employee benefits....... 159,230 0 0 153,295
16a Legal fees (attach schedule)......... 1,520 0 0 1,520
b Accounting fees (attach schedule)....... 18,410 0 0 19,809
c Other professional fees (attach schedule).... 243,820 151,694 0 83,725
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 117,237 0 0 45,898
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 50,157 0 0 50,432
21 Travel, conferences, and meetings....... 48,002 0 0 47,656
22 Printing and publications.......... 10,156 0 0 10,156
23 Other expenses (attach schedule)....... 62,521 0 0 63,047
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,344,284 151,694 0 1,108,769
25 Contributions, gifts, grants paid....... 2,551,773 2,417,912
26 Total expenses and disbursements. Add lines 24 and 25 3,896,057 151,694 0 3,526,681
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,996,563
b Net investment income (if negative, enter -0-) 784,428
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 78,227 131,333 131,333
2 Savings and temporary cash investments......... 2,913,144 1,468,483 1,468,483
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   8,624    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet1,350,000
Less: allowance for doubtful accounts bullet0 1,350,000 1,350,000 1,350,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 38,792 37,630 37,630
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 8,293,336 Click to see attachment8,875,645 8,875,645
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 65,219,532 Click to see attachment68,425,606 68,425,606
14 Land, buildings, and equipment: basis bullet124,741
Less: accumulated depreciation (attach schedule) bullet124,741      
15 Other assets (describe bullet) Click to see attachment2,292 Click to see attachment2,292 Click to see attachment2,292
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 77,903,947 80,290,989 80,290,989
Liabilities 17 Accounts payable and accrued expenses.......... 125,766 213,094
18 Grants payable.................. 1,028,493 1,321,820
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,154,259 1,534,914
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 76,749,688 78,756,075
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 76,749,688 78,756,075
31 Total liabilities and net assets/fund balances (see instructions). 77,903,947 80,290,989
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
76,749,688
2
Enter amount from Part I, line 27a .....................
2
-3,996,563
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,002,950
4
Add lines 1, 2, and 3 ..........................
4
78,756,075
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
78,756,075
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 8,957,461   9,994,089 -1,036,628
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -1,036,628
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -1,036,628
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 3,916,307 83,003,573 0.047182
2013 3,235,846 84,041,672 0.038503
2012 3,273,618 78,734,365 0.041578
2011 2,409,877 75,432,695 0.031947
2010 4,077,475 77,991,413 0.052281
2
Total of line 1, column (d) .....................
20.211491
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.042298
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
77,188,237
5
Multiply line 4 by line 3......................
5
3,264,908
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,844
7
Add lines 5 and 6........................
7
3,272,752
8
Enter qualifying distributions from Part XII, line 4.............
8
3,526,681
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,844
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,844
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,844
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 20,823
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,823
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 12,979
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet12,979 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) Click to see attachment.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.endowmentforhealth.org
    14
    The books are in care ofbulletSusan Fulton Telephone no.bullet (603) 228-2448

    Located atbulletOne Pillsbury Street Suite 301ConcordNH ZIP+4bullet03301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Orville Fitch Vice Chair
    2.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Randy Foose Secretary
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Margaret Franckhauser Board Chair
    3.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Keith Harrison Past Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Jody Hoffer Gittell Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Yvonne Goldsberry President
    37.50
    175,000 29,541 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Steve Lawlor Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Kathleen Murphy Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Amanda Osmer Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Maria Padin Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Ann Peters Past Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Brian Presti Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Cindy Rosenwald Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Marshall Rowe Treasurer
    3.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Adrienne Rupp Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Jackie Sparks Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    John Wallace Director
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Sue Fulton Chief Financial Officer
    37.50
    92,150 35,449 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    Karen Ager Director of Communic
    37.50
    87,276 31,934 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Kim Firth Program Director
    37.50
    88,792 26,151 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Kelly Laflamme Program Director
    37.50
    91,500 10,083 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Cheryl Dempsey Administrative Manag
    37.50
    63,000 17,426 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Prime Buchholz Investment Advisor 93,505
    273 Corporate Drive
    Portsmouth,NH03801
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 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 209,342
    2 Staff working to collaborate with community partners to advance health and equity for racial, ethnic and language minorities in NH to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues. 157,324
    3 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. 122,592
    4 Staff working to collaborate with community partners to ensure the health and dignity of elders in NH to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues 109,657
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    76,591,757
    b
    Average of monthly cash balances.......................
    1b
    421,935
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,350,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    78,363,692
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    78,363,692
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,175,455
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    77,188,237
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,859,412
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    3,859,412
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    7,844
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,844
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,851,568
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    159,466
    5
    Add lines 3 and 4............................
    5
    4,011,034
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    4,011,034
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,526,681
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,526,681
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    7,844
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,518,837
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 4,011,034
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 3,180,896
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 3,526,681
    a Applied to 2014, but not more than line 2a 3,180,896
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 345,785
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    3,665,249
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Endowment for Health Inc
    One Pillsbury Street Suite 301
    Concord,NH03301
    (603) 228-2448
    bThe form in which applications should be submitted and information and materials they should include:
    Call 603-228-2448 for grant application or see the Endowment's webiste: www.endowmentforhealth.org.
    cAny submission deadlines:
    Various dates depending on type of grant: see application for details.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Southern New Hampshire Planning Commission
    438 Dubuque St
    Manchester,NH03102
    N/A PC (FY14) Complete Streets in NH: A Toolkit for Cities and Towns - To develop and publish a toolkit and a resource guide for how to implement Complete Streets at the community level. 10,000
    New Hampshire Legal Assistance
    117 North State Street
    Concord,NH03301
    N/A PC (FY15) New Hampshire Legal Assistance Youth Law Project - To provide civil legal services and engage in systemic advocacy for low-income delinquent and Child in Need of Services (CHINS) youth to ensure that they receive mental health, educational, and other services they need to prevent delinquent behavior and involvement with the juvenile system. 50,000
    Trustees of Dartmouth College Office of Sponsored Projects
    11 Rope Ferry Road 6210
    Hanover,NH037551404
    N/A PC (FY15) Developing NH Workforce Capacity in Child Parent Psychotherapy to Mitigate the Impact of Toxic Stress in Young Children - To increase NH's capacity to meet the needs of infants and young children whose healthy brain development is seriously compromised by exposure to violence by supporting train-the-trainer certification in Child Parent Psychotherapy to institutionalize this highly effective evidence-based practice. 30,000
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY15) NH Workforce Development Network Phase II - To improve the quality, consistency, and efficiency of the behavioral health service delivery system for children, adolescents and their families and to create a foundation for training the children's behavioral health workforce, by formalizing the current Children's Behavioral Health Collaborative (CBHC) Workforce Development Network and by implementing recommendations from the Readiness Assessment NH WD Infrastructure Feasibility Study. 80,513
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY15) Core Support to Spark NH - To strengthen the early childhood field's shared identity by providing core operating support to Spark NH. 50,000
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY15) Creating a Comprehensive Strategic Plan for Children and their Families Phase II - To support the development of a comprehensive plan for the health and well-being of NH children and families by facilitating a working group to create goals and strategies, and providing the working group with research on current NH programs and services for children and families, as well as research on similar planning efforts used by other entities. 23,886
    Maine Association of Area Agencies on Aging
    PO Box 5415
    Augusta,ME04332
    N/A PC (FY15) Tri-State Learning Collaborative on Aging - To advance a regional approach to addressing 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. 35,014
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY15) Collective Impact for Elder Health - Action Plan Development - To advance a regional approach to addressing 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. 1,000
    Brandeis University
    415 South Street MS 116
    Waltham,MA02453
    N/A PC (FY15) Implementing the Culturally Effective Organization Framework at MCHC - To enhance the capacity of Manchester Community Health Center to advance a Center of Excellence in Culturally Effective Care through technical assistance and support to document data and best practices to advance health equity, and to develop a plan and tools for dissemination of the model to internal and external audiences. 19,613
    Massachusetts Immigrant and Refugee Advocacy Coalition
    146 Lowell Street
    Manchester,NH03104
    N/A PC (FY15) Immigrant Integration Initiative Community of Practice - To develop a strong field for Immigrant Integration in New Hampshire by convening practitioners for peer-to-peer learning, training, and technical assistance via a Community of Practice. 34,789
    Foundation for Healthy Communities
    125 Airport Road
    Concord,NH03301
    N/A PC (FY15) NH Health & Equity Partnership - To promote knowledge of and action to address the root causes of health inequities in NH by building the capacity of the NH Health & Equity Partnership, through a collective impact approach to foster societal understanding and will, to engage broad stakeholder support, to leverage funding, and to strengthen organizational effectiveness. 73,529
    Bhutanese Community of New Hampshire (BCNH)
    510 Chestnut Street
    Manchester,NH03101
    N/A PC (FY15) Bhutanese Women's Leadership Project - To increase representation of Bhutanese women in leadership positions in the community. 34,160
    Emerging Leaders in Communities of Color
    PO Box 614
    Manchester,NH03102
    N/A PC (FY15) Emerging Leaders in Communities of Color Leadership Program - The Emerging Leaders in Communities of Color Leadership Program will strengthen NH's diverse communities by developing individuals of color with the necessary skills to effectively participate in community leadership roles and promote collective impact within communities of color. 22,500
    New Hampshire Center for Nonprofits
    84 Silk Farm Road Suite 1
    Concord,NH03070
    N/A PC (FY15) Sustaining the NH Center for Nonprofits - To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 15,000
    Bi-State Primary Care Association
    525 Clinton Street
    Bow,NH03304
    N/A PC (FY15) Health Policy and Value-Based Payment Initiative - To strengthen capacity of primary care providers to participate in Medicaid Care Management system and promote integrated care delivery. 83,023
    Concord School District
    38 Liberty Street
    Concord,NH03301
    N/A PC (FY15) Acculturation, Resilience, Cohesion and Healing: Schools and Communities Supporting Refugee Children - To engage and train school district teachers, staff and key community partners in the Community Peer Support Model, an intensive, culturally responsive practice, in order to build and strengthen the community where Concord's most vulnerable population of refugee children live, learn and play. 20,000
    Foundation for Healthy Communities
    125 Airport Road
    Concord,NH03301
    N/A PC (FY15) Venues & Voices - To increase transportation advocacy capacity by creating a database of venues and people willing to attend meetings and speak about the need for transportation options using the tools provided. 20,000
    New Hampshire Humanities Council
    117 Pleasant Street
    Concord,NH03301
    N/A PC (FY15) Standing Together: the Humanities and the Experience of War - To bridge the communication gap that distances veterans from civilians and support successful veteran integration by providing an opportunity for veterans to share their stories through film and book discussions 13,900
    New Hampshire Public Health Association
    4 Park Street Suite 403
    Concord,NH03301
    N/A PC (FY15) 2015 NH Oral Health Plan Action Steps - To finalize the 2015 NH Oral Health State Plan by developing action plan steps, assigning lead responsible parties and identifying resources for each priority area. 17,000
    NH Alcohol and Other Drug Service Providers Association
    10 Ferry St Suite 308
    Concord,NH03301
    N/A PC (FY15) Annual Conference Addiction Performance - To raise awareness of addiction as a chronic disease, as well as the importance of screening for and addressing substance abuse in advance of the emergence of addiction by engaging conference attendees and invited guests to witness a dramatic performance of Act Three of Eugene O'Neill's Long Day's Journey into Night as a catalyst for town hall discussions about the disease of addiction as it touches patients, families, and health professionals. 13,500
    Partnership for a Drug-Free NH
    10 Ferry St Suite 307
    Concord,NH03301
    N/A PC (FY15) Be Someone - To promote recovery from addiction through a statewide campaign to address drug and alcohol addiction issues in NH. 20,000
    New Hampshire Center for Nonprofits
    84 Silk Farm Road Suite 1
    Concord,NH03070
    N/A PC (FY15) CEO Search - To identify a dynamic leader to serve as the Center's next executive director by hiring a search firm to assist in the recruitment. 12,500
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Leveraging Resources for Children's Behavioral Health - To strengthen the field of children's behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. 15,000
    National Alliance on Mental Illness - New Hampshire
    85 North State Street
    Concord,NH03301
    N/A PC (FY16) Sustaining the National Alliance on Mental Illness - To ensure quality advocacy, knowledge development and nonprofit capacity building leadership for the mental health system which supports NH's children and their families by providing operating support. 25,000
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301
    N/A PC (FY16) Children's Behavioral Health Collaborative - To fund staffing, consultants and related expenditures associated with building backbone infrastructure to monitor progress, to foster coordination and to align partners for Plan implementation efforts. 91,236
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301
    N/A PC (FY16) Children's Behavioral Health Collaborative - To fund staffing, consultants and related expenditures associated with building backbone infrastructure to monitor progress, to foster coordination and to align partners for Plan implementation efforts. 91,237
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY16) 2016 NH Department of Education Educators' Summit Keynote "Becoming Brilliant" - To increase awareness about the achievement gap between children in families with low- and middle-incomes and proven strategies for "languagizing" early childhood environments and encouraging parent/child conversations for at least 75 early childhood and public school professionals and 50 parents by offering a) a keynote address and b) a special session for parents 5,000
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY16) Early Childhood Gubernatorial Summit - To promote early childhood policy consistent with the Framework for Action by hosting a gubernatorial forum and by increasing the visibility of the issue for candidates. 6,775
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY16) Strategic Planning Grant - To align cross-sector stakeholders on a common set of goals for NH's young children by updating the Spark NH strategic plan for the next 5 years and by ensuring committees are multi-disciplinary, diverse, intentional, and energized. 16,348
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY16) Community of Practice for Early Childhood Regional Initiatives - To encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice. 37,368
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Early Childhood Cost-Benefit Study - To strengthen the early childhood field by supporting research needed to inform policy decisions. 100,000
    Manchester Community Health Center
    145 Hollis Street
    Manchester,NH03101
    N/A PC (FY16) Project LAUNCH - To continue implementation of a federally funded initiative, Project Launch, by providing up to two months of project support until such time as state contracts are successfully approved by the Governor and Executive Council. 7,575
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY16) Spark NH Public Awareness Project - To actively engage a diverse base of stakeholders in promoting the importance of investing in early childhood by enhancing Spark NH's public awareness capacity. 117,127
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Leveraging Resources for Early Childhood - To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. 20,000
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY16) Vroom Statewide Planning - To provide parents and caregivers tools to boost early learning by developing a plan to launch Vroom statewide. 44,381
    New Hampshire Fiscal Policy Institute
    64 North Main Street 3rd Floor
    Concord,NH03301
    N/A PC (FY16) Improving Access to Early Childhood Services - To advance public policies that make it easier for young children to thrive by conducting a policy analysis on several priorities identified in Spark NH's Framework for Action 8,872
    New Hampshire Fiscal Policy Institute
    64 North Main Street 3rd Floor
    Concord,NH03301
    N/A PC (FY16) Early Childhood Policy Advocacy -- Information sharing and capacity building - To strengthen the capacity of the early childhood advocacy infrastructure by monitoring legislation during the 2016 session and sharing information among policy advocates and stakeholders 7,783
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY16) Raising Our Children, Strengthening Our Communities - To promote the adoption of shared goals and activities at the local, regional and state levels; and to raise awareness about the importance of early childhood by supporting five communities to develop concrete action plans for enhancing the development of all NH young children and their families 50,000
    Grantmakers in Aging
    2001 Jefferson Davis Highway Suite
    504
    Arlington,VA22202
    N/A PC (FY16) Grantmakers in Aging Membership - To expand the Endowment for Health's ability to leverage local, regional and national funding, through enhanced relationships with those in the field of philanthropy focused on aging and elder health. 900
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Leveraging Resources for Elder Health - 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. 20,000
    Granite State Independent Living
    21 Chenell Drive
    Concord,NH03301
    N/A PC (FY16) Transport NH - To support age-friendly communities through an expanded transportation dialogue, a stronger transportation advocacy network and a policy change agenda for increased and diversified transportation options for community members, particularly older adults. 20,000
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Creating Shared Identity and Building the Knowledge Base in the Field of Elder Health - To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders by convening stakeholders for planning, training and consensus building. 15,000
    Solutions Journalism Network Inc
    79 Madison Avenue 2nd Floor 224
    New York,NY10016
    N/A PC (FY16) Technical Support for Union-Leader Solutions Series on Aging - To create a thought provoking newspaper/web series on aging that engages the audience in learning about possible approaches and solutions to create age-friendly communities in New Hampshire by providing technical assistance on the practice of solutions journalism. 18,000
    Union Leader Charitable Fund
    100 William Loeb Drive
    Manchester,NH03109
    N/A POF (FY16) New Hampshire Union Leader: Aging in the Granite State - To embark on a media partnership with the state's largest newspaper by underwriting a year-long series on aging using the practice of solutions journalism to raise public awareness of and community engagement about promising approaches that create age-friendly communities in New Hampshire. 65,000
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY16) Elder Health Coalition Infrastructure Support - The UNH Center on Aging and Community Living (CACL) will provide core infrastructure support to the Elder Health Coalition by convening the multi-sector stakeholder group; facilitating action groups focused on action plan priorities; developing and beginning to implement a communication strategy; and engaging the involvement of consumer stakeholders. 125,000
    Grantmakers in Aging
    2001 Jefferson Davis Highway Suite
    504
    Arlington,VA22202
    N/A PC (FY16) Grantmakers in Aging Membership - To expand the Endowment for Health's ability to leverage local, regional and national funding, through enhanced relationships with those in the field of philanthropy focused on aging and elder health. 700
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Health Equity Symposium - To facilitate shared purposes and goals for the health equity field by connecting stakeholders and holding a symposium. 50,000
    Second Start
    17 Knight Street
    Concord,NH03301
    N/A PC (FY16) Immigrant Integration Initiative - To increase integration and social inclusion of immigrants and refugees in Concord by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers. 14,500
    Campus Compact for New Hampshire
    3 Barrell Court Suite 100
    Concord,NH03301
    N/A PC (FY16) Document Project Inclusion New Hampshire - To increase the knowledge and understanding of diversity, inclusion and equity among college and university leaders by documenting and disseminating the results from the June 2016 Project Inclusion NH Symposium: Assessing and Enacting a Commitment to Diversity, Inclusion and Equity on Campus. 3,500
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Strengthening Communication for Effective Immigrant Integration in NH - 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. 20,400
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Enhancing Leadership Capacity to Advance Health Equity - To strengthen and increase NH's leadership capacity to advance health equity. 20,000
    Leadership New Hampshire
    36 Lowell Street
    Manchester,NH03014
    N/A PC (FY16) "What Kind of State Do We Want?" - To advance a new Leadership NH curriculum that will 1) empower NH's leaders with knowledge and understanding of systemic discrimination and privilege that creates racial inequity in our state and 2) support them to develop skills to use their spheres of influence to create a more equitable NH. 38,969
    United Way of Greater Nashua Inc
    20 Broad Street
    Nashua,NH03064
    N/A PC (FY16) IOne Greater Nashua - Immigrant Integration Initiative - To increase integration and social inclusion of immigrants and refugees in Greater Nashua by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers. 22,000
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) We Are New Hampshire Media Project - 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. 27,500
    Foundation for Healthy Communities
    125 Airport Road
    Concord,NH03301
    N/A PC (FY16) Health & Equity Shared Measures - To focus the mutually reinforcing activities of the NH H&EP and address the root causes of health inequities through the development and implementation of a common agenda and shared measures. 20,000
    Organization for Refugee & Immigrant Success (ORIS)
    434 Lake Avenue
    Manchester,NH03103
    N/A PC (FY16) Immigrant Integration Initiative - To increase integration and social inclusion of immigrants and refugees in Concord by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers. 22,000
    Second Start
    17 Knight Street
    Concord,NH03301
    N/A PC (FY16) Immigrant Integration Initiative - To increase integration and social inclusion of immigrants and refugees in Concord by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers. 7,500
    Lakes Region Partnership for Public Health Inc
    67 Water Street
    Laconia,NH03246
    N/A PC (FY16) Immigrant Integration Initiative - Lakes Region - To increase integration and social inclusion of immigrants and refugees in the Lakes Region by implementing a multi-sector plan to promote economic, educational, social, and cultural integration of newcomers. 22,000
    Massachusetts Immigrant and Refugee Advocacy Coalition
    146 Lowell Street
    Manchester,NH03104
    N/A PC (FY16) Welcoming New Hampshire - To create welcoming communities in NH into which immigrants are more likely to integrate by facilitating community collaboration, promoting a welcoming community climate and advocating for institutional change that promotes mutual respect and cooperation between foreign-born and U.S.-born Americans. 40,000
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY16) Leadership Equity Series - 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 assocated with social identities. 31,945
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Immigrant Integration Evaluation - 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
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Leveraging Resources for Health Equity - To strengthen the field of health equity by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. 15,000
    Lamprey Health Care
    128 State Route 27
    Raymond,NH03077
    N/A PC (FY16) Equity Leadership Fellowship - To implement the Equity Leaders Fellowship program for cohort number 2, by utilizing the expertise of NH leaders of color to train rising minority community leaders with an equity frame knowledge base, concrete skills for participating in leadership roles, and the ability to create change through collective impact. 35,000
    New Hampshire Legal Assistance
    117 North State Street
    Concord,NH03301
    N/A PC (FY16) Sustaining NH Legal Assistance - To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Public Health Association
    4 Park Street Suite 403
    Concord,NH03301
    N/A PC (FY16) Sustaining NH Public Health Association - To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    Leadership New Hampshire
    36 Lowell Street
    Manchester,NH03014
    N/A PC (FY16) Sustaining Leadership NH - 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
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY16) Legal and Regulatory Assessment of Value Based Reform Efforts in New Hampshire - To research health care delivery payment reform regulatory challenges and opportunities and make recommendations to support health care delivery system innovation in NH. 50,673
    New Hampshire Voices for Health
    4 Park Street
    Concord,NH03301
    N/A PC (FY16) Dissolution of NH Voices for Health - To ensure a legally and fiscally responsible dissolution of NH Voices for Health. 12,244
    Antioch University New England
    40 Avon Street
    Keene,NH03431
    N/A PC (FY16) NH Integrated Behavioral Health Workforce Development Project - Phase I - To conduct a need/gap analysis of the NH integrated behavioral health workforce and create a NH Intergrated Behavioral Health workforce plan. 24,965
    Families in Transition
    122 Market Street
    Manchester,NH03101
    N/A PC (FY16) Medicaid Institute - To plan, develop, and launch a Medicaid Institute that will engage NH's lead supportive housing agencies in a program to educate them about the state Medicaid plan and to develop custom business plans around reimbursable expenses. 55,000
    Blue Cross Blue Shield of Massachusetts Foundation
    101 Huntington Ave Suite 300
    Boston,MA02199
    N/A POF (FY16) The Health Coverage Fellowship - To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. 18,500
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF (FY16) Building a Health Advocacy Model in New Hampshire - 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
    ACLU Foundation of New Hampshire
    18 Low Avenue
    Concord,NH03301
    N/A PC (FY16) TRANSforming New Hampshire - To improve access to health care services for transgender people by conducting a statewide forum for health care providers, community organizations, government agencies and health and legal professionals focused on healthcare practices and policies in New Hampshire. 8,500
    New Hampshire Public Health Association
    4 Park Street Suite 403
    Concord,NH03301
    N/A PC (FY16) Oral Health Forum - To strengthen State and local capacity to deliver high-quality oral health services by providing access to expert speakers on important oral health issues. 2,000
    NH Alcohol & Drug Abuse Counselors Association (NHADACA)
    130 Pembroke Road Suite 100
    Concord,NH03301
    N/A PC (FY16) Recovery Supports for People with Intellectual & Developmental Disabilities - To improve recovery support provision for people with intellectual and development disabilities by providing a one-day conference on the topic of addiction recovery supports for people with intellectual and development disabilities. 13,771
    New Hampshire Center for Nonprofits
    84 Silk Farm Road Suite 1
    Concord,NH03070
    N/A PC (FY16) Advancing the Strategic Expertise of NH Nonprofits - To increase NH nonprofits fiscal acumen and advance their capacity to implement highly strategic business practices by providing a suite of program offerings including regional seminars, an intensive six-month clinic, train-the-trainer seminar, as well as expanded tools and resources on NonprofitNext (online platform). 18,000
    New Hampshire Community Behavorial Health Association
    1 Pillsbury Street Suite 200
    Concord,NH03301
    N/A PC (FY16) 2016 NH Behavior Health Summit "The Future of Behavioral Health Care in NH" - To create a shared vision for the future of behavioral health care in New Hampshire by hosting a summit to promote cross-sector collaboration, professional development, and shared public policy goals. 5,000
    Pyramid Model Consortium
    5702 Falling Water Drive
    Fort Collins,CO80528
    N/A PC (FY16) NH as the 28th Pyramid Model State: Building an Effective and Sustainable State Infrastructure to Improve Social-Emotional Outcomes for Young Children - To improve social-emotional outcomes for NH's young children (birth to five years) by developing a five year plan for infrastructure, model implementation and financing for statewide adoption of the evidence-based Pyramid Model. 20,000
    Tri County Community Action Program Inc
    30 Exchange Street
    Berlin,NH03570
    N/A PC (FY16) Elder Financial Exploitation Multi-Disciplinary Team Education & Prevention Program - To provide high-quality professional and public education to prevent elder financial exploitation through the creation of a Coordinated Community Response Team and public education forums. 13,500
    Upper Room A Family Resource Center
    36 Tsienneto Road
    Derry,NH03038
    N/A PC (FY16) Charting the Course for New Hampshire Family Resource Centers of Quality and Home Visiting - To strengthen the capacity of Family Resource Centers of Quality by developing a sustainable operational structure and by enhancing best practice knowledge through attendance at the National Summit on Quality in Home Visiting Programs. 9,426
    White Mountain Community Health Center
    PO Box 4800 298 White Mountain Hwy
    Conway,NH03818
    N/A PC (FY16) Consulting for FQHC Lookalike Status - To become a Federally Qualified Health Center (FQHC) Lookalike by developing a successful application with the help of skilled consultants. 15,093
    Rivier College
    420 South Main St
    Nashua,NH03060
    N/A PC (FY16) RSVP-Summer Co-Curricular Activities - To help Rivier Success and Visionary Project (RSVP) students develop knowledge of varying cultures; to increase outreach to the greater Nashua community; to encourage team building, goal setting, problem solving and trust building; and to encourage students to consider diverse possibilities in the greater Nashua area for their future professional work by providing appropriate co-curricular activities that will serve to enhance their academic curriculum. 4,292
    Bhutanese Community of New Hampshire (BCNH)
    510 Chestnut Street
    Manchester,NH03101
    N/A PC (FY16) Diverse Board Development Project - To build the capacity of the organization for the future by creating plans for board recruitment, governance and development. 18,375
    Community Volunteer Transportation Company (CVTC)
    375 Jaffrey Road Suite 3
    Peterborough,NH03458
    N/A PC (FY16) To improve transportation program efficiencies in the Monadnock area by consolidating community transportation programs. - To improve transportation program efficiencies in the Monadnock area by consolidating community transportation programs. 7,882
    Memorial Hospital
    3073 White Mountain Highway
    North Conway,NH03458
    N/A PC (FY16) A New Life: Prenatal Substance Abuse Program - To reduce the number of babies born with neonatal abstinence syndrome by implementing a prenatal substance abuse program, A New Life, for low-income drug-dependent pregnant women and their newborns. 5,000
    Mental Health Center of Greater Manchester
    401 Cypress Street
    Manchester,NH03103
    N/A PC (FY16) MHCGM Stigma Assessment & Reduction Initiative - To implement essential stigma reduction strategies for statewide mental health center staff lessening target population obstacles to treatment by conducting a lengthy assessment and training regiment, with intermittent public forums. 15,700
    Monadnock United Way
    23 Center Street
    Keene,NH03431
    N/A PC (FY16) Technical Assistance - Data Consultant - To measure outcomes and ongoing assessment of progress for strategies implemented from the Impact Monadnock's Early Childhood Development Initiative's Strategic Plan by developing a data and evaluation plan. 9,463
    New Hampshire Association for the Bline McGreal Sight Center
    25 Walker Street
    Concord,NH03301
    N/A PC (FY16) Building Safety & Independence for Seniors with Vision Loss, Using Occupational Therapy Services - To determine the viability of expanding the organization's service line to include specialized low vision occupational therapy (OT) services by conducting a feasibility study. 20,000
    New Hampshire Children's Trust Inc
    10 Ferry Street Suite 315
    Concord,NH03301
    N/A PC (FY16) NH Children's Trust Strategic and Child Abuse Prevention Plan - To create a three to five year strategic and child abuse prevention plan to be implemented in 2017. 5,660
    Organization for Refugee & Immigrant Success (ORIS)
    434 Lake Avenue
    Manchester,NH03103
    N/A PC (FY16) ORIS Board Development - To create an effective Board of Directors by undertaking a board development project with a strategic consultant. 11,325
    Total .................................bullet 3a 2,417,912
    bApproved for future payment
    Blue Cross Blue Shield of Massachusetts Foundation
    101 Huntington Ave Suite 300
    Boston,MA02199
    N/A POF (FY16) The Health Coverage Fellowship - To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. 18,500
    New Hampshire Center for Nonprofits
    84 Silk Farm Road Suite 1
    Concord,NH03070
    N/A PC (FY16) Sustaining the NH Center for Nonprofits - To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Public Radio
    2 Pillsbury Street 6th Floor
    Concord,NH03301
    N/A PC (FY16) Sustaining NH Public Radio - To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Legal Assistance
    117 North State Street
    Concord,NH03301
    N/A PC (FY16) New Hampshire Legal Assistance Youth Law Project - To provide civil legal services and engage in systemic advocacy for low-income delinquent and Child in Need of Services (CHINS) youth to ensure that they receive mental health, educational, and other services they need to prevent delinquent behavior and involvement with the juvenile system. 50,000
    New Hampshire Fiscal Policy Institute
    64 North Main Street 3rd Floor
    Concord,NH03301
    N/A PC (FY16) Sustaining the NH Fiscal Policy Institute - To ensure quality advocacy and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 50,000
    Emerging Leaders in Communities of Color
    PO Box 614
    Manchester,NH03102
    N/A PC (FY16) Emerging Leaders in Communities of Color Leadership Program - The Emerging Leaders in Communities of Color Leadership Program will strengthen New Hampshire's diverse communities by developing individuals of color with the necessary skills to effectively participate in community leadership roles and promote collective impact within communities of color. 17,100
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC (FY16) Core Support to Spark NH - To strengthen the early childhood field's shared identity by providing core operating support to Spark NH. 50,000
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY16) Implementing a System of Care Approach for Children's Behavioral Health - To support implementation of SB 534, an act to implement a system of care for children's behavioral health, by providing technical assistance, data analysis, and research. 48,776
    Community Health Institute JSI Research & Training
    501 South Street 2nd Floor
    Bow,NH03304
    N/A PC (FY16) Developing NH Workforce Capacity in Child Parent Psychotherapy to Mitigate the Impact of Toxic Stress in Young Children - To increase NH's capacity to meet the needs of infants and young children whose healthy brain development is seriously compromised by exposure to violence by supporting train-the-trainer certification in Child Parent Psychotherapy to institutionalize this highly effective evidence-based practice. 14,263
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY16) Behavioral Health Integration Learning Collaborative - To improve the health of NH residents by increasing use of quality, integrated behavioral health in primary health care and assisting providers in transitioning to evidence-based and sustainable models of integrated behavioral health and primary care. 150,000
    Antioch University New England
    40 Avon Street
    Keene,NH03431
    N/A PC (FY16) NH Integrated Behavioral Health Workforce Development Project - Phase 2 - To develop a workplan based on the gap/need analysis of the NH Integrated Behavioral Health (IBH) workforce and create a NH Integrated Behavioral Health workforce plan. 40,000
    University of New Hampshire
    College Road
    Durham,NH03824
    N/A PC (FY16) Legal and Regulatory Assessment of Value Based Reform Efforts in New Hampshire - To research health care delivery payment reform regulatory challenges and opportunities and make recommendations to support health care delivery system innovation in NH. 69,327
    Monadnock Developmental Services
    121 Railroad St
    Keene,NH03431
    N/A PC (FY16) MDS Birth to Three Lena - To improve outcomes and long-term success for children with developmental disabilities and delays by tracking and encouraging day to day parental interaction with infants and toddlers. 7,000
    Journeys in Education Inc
    26 Main Street
    Peterborough,NH03458
    N/A PC (FY16) Students as Teachers: Building Student Experiences of Race, Refugeeism, and Immigration into NH Teacher Education Programs - To diversify NH's teacher workforce and build the capacity of NH teachers to serve the needs of diverse students by uniting college-level students with NH high school students with refugee backgrounds and/or students of color in mutual learning. 6,800
    Victory Women of Vision
    25 Lowell Street Suite 307
    Manchester,NH03104
    N/A PC (FY16) Strategic Planning - To build capacity of the organization for the future by developing a strategic plan. 3,500
    Victory Women of Vision
    25 Lowell Street Suite 307
    Manchester,NH03104
    N/A PC (FY16) Strategic Planning - To build capacity of the organization for the future by developing a strategic plan. 3,500
    Antioch University New England
    40 Avon Street
    Keene,NH03431
    N/A PC (FY16) Children's Behavioral Health Field Assessment - To assess the state of the Children's Behavioral Health field in New Hampshire, using the FASST Tool 3.0 and Documentation Review. 29,488
    New Hampshire Center for Public Policy Studies
    1 Eagle Square Suite 510
    Concord,NH03301
    N/A PC (FY16) NH Demographics and the Elder Care Safety Net - Use research, dissemination and dialogue to increase awareness about the changing demographics of New Hampshire and the implications for the demand for services by the growing population over the age of 65, and to increase public policy attention regarding the financial status of the safety net supporting frail and low income elders in the state. 40,000
    New Futures
    10 Ferry Street Suite 307
    Concord,NH03301
    N/A PC (FY16) NH Advocacy Hub - 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 skills in critical organizations. 325,000
    Total .................................bullet 3b 973,254
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 60,690  
    4 Dividends and interest from securities....     14 875,432  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 -1,036,628  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -100,506 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-100,506
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 18,410 0 0 19,809

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 ExpenditureResponsibilityStmt
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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

    TY 2015 LegalFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 1,520 0 0 1,520


    TY 2015 OtherAssetsSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Deposits 2,292 2,292 2,292


    TY 2015 OtherExpensesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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


    TY 2015 OtherIncreasesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Description Amount
    Unrealized Gains 6,002,950


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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


    TY 2015 TaxesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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