Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 10-01-2017 , and ending 09-30-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$86,436,217J 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.............
3 Interest on savings and temporary cash investments 887 887  
4 Dividends and interest from securities... 1,121,508 1,121,508  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,158,810
b Gross sales price for all assets on line 6a 11,814,630
7 Capital gain net income (from Part IV, line 2)... 2,158,810
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........ 3,281,205 3,281,205 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 294,458 0 0 294,458
14 Other employee salaries and wages...... 434,209 0 0 434,209
15 Pension plans, employee benefits....... 195,336 0 0 195,167
16a Legal fees (attach schedule)......... Click to see attachment 4,739 0 0 4,739
b Accounting fees (attach schedule)....... Click to see attachment 22,014 0 0 22,014
c Other professional fees (attach schedule).... Click to see attachment 304,008 159,956 0 144,812
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 137,563 0 0 51,947
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 61,230 0 0 61,555
21 Travel, conferences, and meetings....... 46,001 0 0 44,899
22 Printing and publications.......... 9,201 0 0 9,201
23 Other expenses (attach schedule)....... Click to see attachment 57,099 0 0 59,746
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,565,858 159,956 0 1,322,747
25 Contributions, gifts, grants paid....... 2,487,406 2,779,073
26 Total expenses and disbursements. Add lines 24 and 25 4,053,264 159,956 0 4,101,820
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -772,059
b Net investment income (if negative, enter -0-) 3,121,249
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 67,146 207,345 207,345
2 Savings and temporary cash investments......... 4,084,765 2,679,804 2,679,804
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   775    
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) bullet2,350,000
Less: allowance for doubtful accounts bullet0 2,350,000 2,350,000 2,350,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 36,387 53,352 53,352
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 9,109,204 Click to see attachment10,157,555 10,157,555
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 68,086,757 Click to see attachment70,985,869 70,985,869
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) 83,737,326 86,436,217 86,436,217
Liabilities 17 Accounts payable and accrued expenses.......... 261,196 315,073
18 Grants payable................. 1,128,591 918,745
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)......... 1,389,787 1,233,818
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 82,347,539 85,202,399
30 Total liabilities and net assets/fund balances (see instructions). 83,737,326 86,436,217
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
82,347,539
2
Enter amount from Part I, line 27a .....................
2
-772,059
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,626,919
4
Add lines 1, 2, and 3 ..........................
4
85,202,399
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 29 .
6
85,202,399
Form 990-PF (2019)
Form 990-PF (2019)
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 11,814,630   9,655,820 2,158,810
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       2,158,810
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 2,158,810
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))
2018 4,082,901 82,685,051 0.049379
2017 3,518,837 77,188,237 0.045588
2016 3,916,307 83,003,573 0.047182
2015 3,235,846 84,041,672 0.038503
2014 3,273,618 78,734,365 0.041578
2
Total of line 1, column (d) .....................
2
0.222230
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.044446
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
83,543,621
5
Multiply line 4 by line 3......................
5
3,713,180
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
31,212
7
Add lines 5 and 6........................
7
3,744,392
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,101,820
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 31,212
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 31,212
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 31,212
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 47,868
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,868
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 16,656
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet16,656 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 2019 or the taxable year beginning in 2019? See the 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 (2019)
    Form 990-PF (2019)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 Past Chair
    2.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Randy Foose Chair
    2.00     		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     		185,000 32,126 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 Secretary
    2.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Amanda Osmer Past 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
    Brian Presti Treasurer
    2.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Cindy Rosenwald Past Director
    1.00     		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     		109,458 29,828 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Frank DeGiovanni Director
    1.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Ned Helms Vice Chair
    1.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Jennifer Near Director
    1.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Michael Ostrowski Director
    1.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Anthony Poore Director
    1.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    John Snow Director
    1.00     		0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Betsy Paine Director
    1.00     		0 0 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     		89,078 36,893 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Kim Firth Program Director
    37.50     		93,688 30,602 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Melina Hill Walker Program Director
    37.50     		89,312 28,139 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Kelly Laflamme Program Director
    37.50     		97,072 18,342 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Cheryl Dempsey Administrative Manag
    37.50     		64,890 19,370 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 81,555
    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. 182,016
    2 Staff working to collaborate with community partners to advancing health and equity for all residents in NH, in particular racial, ethnic and language minorities in NH, in order to solve complex social problems by convening stakeholders, providing technical and policy expertise, and supporting and expanding communication about issues. 179,191
    3 Staff working in collaboration with community partners to advance healthy aging for all NH residents by convening stakeholders, providing technical and policy expertise, and supporting communication efforts to advance a new conversation about aging in our state. 172,117
    4 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. 109,661
    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 (2019)
    Form 990-PF (2019)
    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
    82,079,722
    b
    Average of monthly cash balances.......................
    1b
    386,137
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,350,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    84,815,859
    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
    84,815,859
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,272,238
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    83,543,621
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,177,181
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,177,181
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    31,212
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,212
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,145,969
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    81,822
    5
    Add lines 3 and 4............................
    5
    4,227,791
    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
    4,227,791
    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
    4,101,820
    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
    4,101,820
    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
    31,212
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,070,608
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 4,227,791
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 3,702,320
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 4,101,820
    a Applied to 2018, but not more than line 2a 3,702,320
    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 2019 distributable amount..... 399,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		3,828,291
    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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 (2019)
    Form 990-PF (2019)
    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
    ACLU Foundation of New Hampshire
    18 Low Ave
    Concord,NH03301     		N/A PC To engage college and high school students to become race ambassadors in their communities and on campuses by participating in a daylong forum and training on talking about race. 15,000
    Adoptive Families for Children Foundation
    18 Centre St
    Concord,NH03301     		N/A PC To establish a NH Adoption Resource Exchange in order to create awareness of children legally free for adoption through the New Hampshire Department for Children, Youth and Families and further promote permanency for all children. 10,000
    Antioch University New England
    40 Avon St
    Keene,NH03431     		N/A PC To improve the ability of primary care practices to create integrated workflows for patient care and to train behavioral health workforce in integrated behavioral healthcare practices. 79,975
    Antioch University New England
    40 Avon St
    Keene,NH03431     		N/A PC To assess the state of the Early Childhood field in New Hampshire, using the FASST Tool 3.0 and Documentation Review. 17,938
    Antioch University New England
    40 Avon St
    Keene,NH03431     		N/A PC To assess the state of the Early Childhood field in New Hampshire, using the FASST Tool 3.0 and Documentation Review. 7,512
    Bi-State Primary Care
    525 Clinton St
    Bow,NH03304     		N/A PC To strengthen capacity of primary care providers to participate in Medicaid Care Management system and promote integrated care delivery. 47,272
    Black Heritage Trail of New Hampshire Inc
    PO Box 6772
    Portsmouth,NH03802     		N/A PC To promote equitable communities by providing a conference focused on the connections between racial history and health equity. 10,000
    Blue Cross Blue Shield of Massachusetts Foundation
    101 Huntington Ave Suite 300
    Boston,MA02199     		N/A PC 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
    Community Health InstituteJSI Research & Training
    501 South St
    Bow,NH03304     		N/A PC To conduct research and convene stakeholders about health care Community Benefit reporting in New Hampshire in order to clarify current guidance, resolve differences of interpretation and align with current federal reporting definitions. 18,601
    Court Appointed Special Advocates (CASA) of New Hampshire
    PO Box 1327
    Manchester,NH03105     		N/A PC To serve 100% of the children and youth in need in NH by developing and implementing a strong strategic plan that will: 1) provide direction to expand our brand awareness across the state; 2) build the capacity of the organization to serve more children; and 3) develop a strategy to attract greater funding from various sources to support our outreach and recruitment efforts. 4,975
    Early Learning New Hampshire
    2 Delta Dr
    Concord,NH03301     		N/A PC To strengthen the early childhood fields shared identity by providing core operating support to Spark NH, the early childhood advisory council 50,000
    Early Learning New Hampshire
    2 Delta Dr
    Concord,NH03301     		N/A PC To increase stakeholder knowledge about and alignment with the Spark NH Framework for Action at the state, regional and local levels by hosting a conference. 10,000
    Early Learning New Hampshire
    2 Delta Dr
    Concord,NH03301     		N/A PC To encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice. 52,790
    Early Learning New Hampshire
    2 Delta Dr
    Concord,NH03301     		N/A PC 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. 115,000
    Early Learning New Hampshire
    2 Delta Dr
    Concord,NH03301     		N/A PC To reduce fragmentation, uneven quality and inequity in early childhood programs and services by developing recommendations for a state-level early childhood governance system 10,000
    Easter Seals New Hampshire Inc
    555 Auburn St
    Manchester,NH03103     		N/A PC To build the capacity of NH Family Resource Centers to adopt national standards of practice by supporting certification and recertification training, adding a train-the-trainer, and professional development associated with the National Trainer Summit 14,200
    Fair Food Network
    1250 North Main North Suite
    Ann Arbor,MI48104     		N/A PC To help low-income families purchase fresh fruits and vegetables by developing a regional supply chain connecting farmers and mainstream grocers. 20,000
    Foundation for Healthy Communities
    125 Airport Rd
    Concord,NH03301     		N/A PC 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. 78,836
    Foundation for Healthy Communities
    125 Airport Rd
    Concord,NH03301     		N/A PC To identify, develop and evaluate methods to train and engage hospital Patient Family Advisory Councils across the continuum of care and in the community. 50,000
    Goodwin Community Health Center
    311 Route 108
    Somersworth,NH03878     		N/A PC To assist with staff integration of two health centers by providing technical assistance. 20,000
    Granite State Organizing Project GSOP
    383 Beech St
    Manchester,NH03103     		N/A PC To enhance leadership capabilities and educational attainment of primarily youth of color in the Manchester and Nashua School Districts by providing support to expand the YOU program to youth at Memorial and West High Schools in Manchester and Nashua North and South High Schools. 30,000
    Grantmakers in Aging
    2001 Jefferson Davis Highway Suite
    504
    Arlington,VA22202     		N/A PC To expand the Endowment for Healths ability to leverage local, regional and national funding, through enhanced relationships with those in the field of philanthropy focused on aging and elder health. 1,200
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To conduct a comprehensive, statewide study of the early childhood education (ECE) workforce in New Hampshire. 20,000
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study 145,000
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To enhance capacity of NHs leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH. 47,940
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To enhance knowledge leading to improved policy and practice in health equity by supporting the communication and distribution statewide of information obtained from a national health equity environmental and funding scan of promising and successful health equity programs and the engagement of individuals/organizations to address NHs health equity challenges. 10,000
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To enhance capacity of NHs leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH. 25,000
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To enhance capacity of NHs leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice to identify challenges and needs within these and other sectors and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH. 20,000
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To support the operations of Health Strategies by providing operating support. 2,000
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making. 50,000
    Health Strategies of New Hampshire
    1 Pillsbury St Suite 301
    Concord,NH03301     		N/A POF To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders through convening stakeholders, providing training and undertaking research. 9,400
    HNHFoundation
    49 South Main St Suite 204
    Concord,NH03301     		N/A POF To raise awareness about the impact of adverse childhood experiences with a focus on primary care providers by supporting a keynote speaker 10,000
    Lamprey Health Care
    207 South Main St
    Newmarket,NH03057     		N/A PC To implement the Equity Leaders Fellowship program for cohort number four, by utilizing the expertise of NH leaders of color to train rising minority community leaders with an equity frame knowledge base, concrete skills for participating in leadership roles, and the ability to create change through collective impact. 40,000
    Leadership New Hampshire
    PO Box 3446
    Concord,NH03302     		N/A PC Build a community of informed leaders in NH to increase civic engagement and strengthen communities through connecting and educating a diverse pool of engaged, or emerging, leaders about the State of New Hampshire. 10,000
    Maine Community Foundation
    245 Main St
    Ellsworth,NH04605     		N/A PC To build the communication capacity of among stakeholders across ME and NH for a more productive public narrative on aging by contracting with the FrameWorks Institute to develop and conduct in-person and on-line training in Reframing Aging. 10,000
    Maine Council on Aging
    PO Box 988
    Brunswick,ME04011     		N/A PC To advance a regional approach to address the challenges and opportunities presented by an aging Northern New England by providing learning opportunities, facilitating opportunities for networking and encouraging cross-sector collaboration among municipal, policy, advocacy and business leaders working across Maine, New Hampshire and Vermont. 25,000
    Manchester Neighborhood Housing Services Inc
    801 Elm St 2nd Floor
    Manchester,NH03101     		N/A PC To document, educate and promote the positive health outcomes and cost savings achieved through supportive housing services and work toward a supportive housing benefit within Medicaid. 50,000
    Massachusetts Immigrant and Refugee Advocacy Coalition
    105 Chauncy St 9th Floor
    Boston,MA02111     		N/A PC To serve as a learning collaborative and safe space where practitioners from four funded regions can learn together how to implement and sustain a robust and successful immigrant integration initiative AND maintain a learning community to share knowledge and address ongoing challenges that arise through the planning, implementation and sustainability phases. 25,000
    Massachusetts Immigrant and Refugee Advocacy Coalition
    105 Chauncy St 9th Floor
    Boston,MA02111     		N/A PC 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. 25,000
    Nackey S Loeb School of Communication
    749 East Industrial Park Dr
    Manchester,NH03109     		N/A PC To continue our media partnership with the state's largest newspaper by underwriting a second year of coverage on aging using the practice of solutions journalism to raise public awareness of and community engagement about promising approaches that create age-friendly communities in New Hampshire. 65,000
    National Alliance on Mental Illness-New Hampshire
    85 N State St
    Concord,NH03301     		N/A PC To ensure quality advocacy, knowledge development and nonprofit capacity building leadership for the mental health system which supports NH's children and their families by providing operating support. 25,000
    National Alliance on Mental Illness-New Hampshire
    85 N State St
    Concord,NH03301     		N/A PC To develop family leadership in NHs childrens behavioral health system through identification and engagement, providing training and support in advocacy and outreach, fostering and mentoring family leaders as advocates, and expanding grassroots family-to-family peer supports. 71,594
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To improve the behavioral health of NH's children and their families by implementing a collective impact initiative based on the statewide Plan, Transforming Children's Behavioral Health Care. 102,121
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations. 100,000
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations. 120,000
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To improve the behavioral health of NH's children and their families by implementing a collective impact initiative based on the statewide Plan, Transforming Children's Behavioral Health Care. 100,000
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations. 100,000
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To lay the groundwork for future elder health grassroots advocacy campaigns by developing a successful working relationship between New Futures and NH AHA's advocacy workgroup. 5,000
    New Hampshire Center for Nonprofits
    194 Pleasant St Suite 14
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Fiscal Policy Institute
    64 North Main st 3rd Floor
    Concord,NH03301     		N/A PC To enhance the publics understanding of key issues by improving the quality of communication materials used to promote economic opportunity and prosperity for all New Hampshire residents. 20,000
    New Hampshire Legal Assistance
    117 North State St
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Legal Assistance
    117 North State St
    Concord,NH03301     		N/A PC To support advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners. 100,000
    New Hampshire Public Broadcasting
    268 Mast Rd
    Durham,NH03824     		N/A PC To shed light on the problems facing families and paid caregivers in the Granite State by producing a local program as a companion to a national documentary on the same topic. 15,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,NH03301     		N/A PC To strengthen State and local capacity to deliver high-quality oral health services by providing access to expert speakers on important oral health issues. 2,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,NH03301     		N/A PC To strengthen the public health workforce by providing network and interview training through the Rising Stars program. 1,219
    New Hampshire Public Radio
    2 Pillsbury St 6th Floor
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Women's Foundation
    18 Low Ave Suite 205
    Concord,NH03301     		N/A PC To create a sustainable family medical leave insurance program by providing additional data and analysis on the economic modeling to ensure a successful program design 30,000
    NH Alcohol and Other Drug Service Providers Association
    10 Ferry St Suite 308
    Concord,NH03773     		N/A PC To bring the behavioral health community together in a single forum where shared public policy goals, professional development, and meaningful networking can occur. 5,000
    North Country Health Consortium
    262 Cottage St Suite 230
    Littleton,NH03561     		N/A PC To achieve an optimal Commission on Accreditation of Rehabilitation Facilities (CARF) accreditation survey outcome by retaining an accredited consultant. 15,000
    Regional Economic Development Center
    57 Main St
    Raymond,NH03077     		N/A PC To identify potential risks/opportunities for the New American Loan Fund by conducting a feasibility study. 20,000
    Riverbend Community Mental Health
    PO Box 2032
    Concord,NH02032     		N/A PC To increase the number of individuals certified in Mental Health First Aid who live and work in New Hampshire by increasing the number of certified instructors and thereby enabling more trainings to take place. 11,500
    Rockefeller Philanthropy Advisors Inc
    6 West 48th St 10th Floor
    New York,NY10036     		N/A PC To improve outcomes for people receiving services at NH's consumer-facing nonprofits by piloting a nationally developed evaluation tool designed to elicit feedback directly from clients or program beneficiaries. 7,500
    Seacoast Mental Health Center
    1145 Sagamore Ave
    Portsmouth,NH03801     		N/A PC To improve the efficiency and quality of training for REAP counselors through an updated and online learning system. 14,214
    TLC Family Resource Center
    109 Pleasant St
    Claremont,NH03743     		N/A PC To create more trauma-informed school districts by planning a pilot of the Miss Kendra Curriculum in two SAUs 3,000
    Trustees of Dartmouth College
    11 Rope Ferry Rd 6210
    Hanover,NH037551404     		N/A PC To communicate, disseminate, and act upon the results of a Photovoice project to share perspectives on the experience of aging, as expressed by older adults from communities of color in New Hampshire, with the broader field of elder health. 24,994
    United Way of Greater Nashua Inc
    20 Broad St
    Nashua,NH03064     		N/A PC 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. 12,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC 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. 90,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To build the capacity of NH's community-based elder service organizations to successfully contract with Medicaid Managed Care Organizations by providing a training event and technical assistance. 5,792
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To provide technical support to the NH DOE and DHHS as they prepare the Year 3 System of Care Implementation Report and Prepare for data needs associated with reports in Years 4 and 5 40,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To engage NH pediatric and family care practices to identify and respond to adverse childhood experiences/social determinants of health among families with young children by developing a set of recommendations to shape a quality improvement project. 25,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To create more equitable and inclusive leadership practices in NH organizations and communities through an intensive series of facilitated dialogues focused on systemic and structural racism, implicit bias, and privilege associated with social identities. 40,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To test the applicability of the L2E2 model to a more narrowly focused audience representing areas of strategic importance to the Endowment by creating pilot L2E2 programs for the Elder Health and CBH Targeted Initiative participants and collaborators. 35,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To increase support for unpaid, family caregivers by 1) supporting caregivers to self-identify, 2) engaging more medical providers in caregiving conversations and 3) engaging employers in discussion about caregiver-friendly workplaces. 4,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To create a stronger base of engaged and informed community leaders advocating for the health and well-being of older people by building an alumni network of graduates of the NH Senior Leadership Program. 15,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC Advance a shared vision for age friendly communities in NH through a collective impact approach by providing backbone support to the NH Alliance of Healthy Aging. 180,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC The NH Business Acumen Project will advance the readiness of NH Community Based Organizations (CBOs) to partner with integrated healthcare entities by assessing current status and needs, providing technical assistance through experts and training materials that address those needs, and establishing a community forum for CBOs to meet on a regular basis. 50,000
    University of New Hampshire Foundation Elliott Alumni Center
    9 Edgewood Rd
    Durham,NH03824     		N/A PC To catalyze partnerships between hospitals, Community Development Financial Institutions (CDFI) and community organizations that improve community health outcomes by building mutual familiarity among all participants regarding their respective business models, where they are coming from, and why they exist. 15,000
    YWCA NH
    72 Concord St
    Manchester,NH03101     		N/A PC To address the unique mental health needs of women of African descent by promoting hope and the power of purpose. 1,000
    YWCA NH
    72 Concord St
    Manchester,NH03101     		N/A PC To produce a two day training event that will develop awareness and understanding about ways to begin Undoing Racism 2,000
    Total .................................bullet 3a 2,779,073
    bApproved for future payment
    Antioch University New England
    40 Avon St
    Keene,NH03431     		N/A PC To improve the ability of primary care practices to create integrated workflows for patient care and to train behavioral health workforce in integrated behavioral healthcare practices. 74,550
    Antioch University New England
    40 Avon St
    Keene,NH03431     		N/A PC To assess the state/progress of the Elder Health field in New Hampshire, using FASST 3.0. 29,000
    Blue Cross Blue Shield of Massachusetts Foundation
    101 Huntington Ave Suite 300
    Boston,MA02199     		N/A PC To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. 19,000
    Conservation Law Foundation
    27 North Main St
    Concord,NH033014930     		N/A PC To build advocacy capacity for environmental justice in NH 25,000
    Early Learning New Hampshire
    2 Delta Dr
    Concord,NH03301     		N/A PC To encourage alignment, coordination and promotion of best practices across all early childhood initiatives in the state by facilitating a community of practice. 45,293
    Early Learning New Hampshire
    2 Delta Dr
    Concord,NH03301     		N/A PC To strengthen the early childhood fields shared purpose by providing core operating support to Spark NH, the early childhood advisory council 50,000
    Families in Transition
    122 Market Street
    Manchester,NH03101     		N/A PC To create a replicable model for a robust and integrated system of care that will lead to tangible results for those most in need. 20,000
    Granite United Way
    22 Concord St Second Floor
    Manchester,NH03101     		N/A PC To improve access to social service resources by providing a user friendly website. 10,000
    Granite United Way
    22 Concord St Second Floor
    Manchester,NH03101     		N/A PC Provide operating support that leverages other funding for a gap analysis for the Recovery Friendly Workplace Initiative. 5,000
    Grantmakers in Aging
    2001 Jefferson Davis Highway Suite
    504
    Arlington,VA22202     		N/A PC To expand the Endowment for Healths ability to leverage local, regional and national ideas and funding, through enhanced relationships with those in the field of philanthropy focused on healthy aging. 1,600
    Lamprey Health Care
    207 South Main St
    Newmarket,NH03057     		N/A PC 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. 27,060
    Leadership New Hampshire
    PO Box 3446
    Concord,NH03302     		N/A PC To increase exposure of Leadership NH alums and participants statewide around the issues of race equity by encouraging and supporting community conversations and deeper participation in statewide efforts, building off the work of L2E2 and other initiatives to help find solutions to these issues. 10,000
    Maine Community Foundation
    245 Main St
    Ellsworth,ME04605     		N/A PC To improve the behavioral health of NH's children and their families by implementing a collective impact initiative based on the statewide Plan, Transforming Children's Behavioral Health Care. 10,000
    New American Africans
    4 Park St Suite 304
    Concord,NH03301     		N/A PC To meet the needs of the African new American community in greater Concord by developing a comprehensive and measurable work plan that articulates organizational objectives and goals. 7,000
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations. 100,000
    New Futures
    10 Ferry St Suite 307
    Concord,NH03301     		N/A PC To create an advocacy structure that will serve as the foundation for achieving critical, multi-issue policy goals and provide training and mentoring to the field, thereby enhancing strategic leadership and advocacy capacity in critical organizations. 120,000
    New Hampshire Association for the Blind
    25 Walker St
    Concord,NH03301     		N/A PC To improve organization efficiency by employing technologies that allow the organization to sync accounting and program service databases and to create a scheduling structure that works for the people they serve. 10,000
    New Hampshire Center for Nonprofits
    194 Pleasant St Suite 14
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Coalition Against Domestic & Sexual Violence
    PO Box 353
    Concord,NH03302     		N/A PC To enhance data collection related to statewide sexual assault and domestic violence services by assessing current statewide data collection process and requirements and recommending enhancements, modifications or replacement of the existing data collection system 20,000
    New Hampshire Fiscal Policy Institute
    64 North Main st 3rd Floor
    Concord,NH03301     		N/A PC To ensure quality advocacy and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 75,000
    New Hampshire Fiscal Policy Institute
    64 North Main st 3rd Floor
    Concord,NH03301     		  PC To ensure quality advocacy and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 10,000
    New Hampshire Legal Assistance
    117 North State St
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 55,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,NH03301     		N/A PC To develop a roadmap for the future of the Oral Health Coalition by developing and completing strategic plan. 6,425
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,NH03301     		N/A PC To strengthen State and local capacity to deliver high-quality oral health services by providing access to expert speakers on important oral health issues. 2,000
    New Hampshire Public Radio
    2 Pillsbury St 6th Floor
    Concord,NH03301     		N/A PC To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH in order to improve the health of NH residents by sustaining the general operations of key NH nonprofits. 25,000
    North Country Education Services Agency Inc
    300 Gorham Hill Road
    Gorham,NH03581     		N/A PC To increase the effectiveness of practices, initiatives and curriculum adoption by providing Implementation Science training to several school and district teams and child-focused initiatives 12,122
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC 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. 80,000
    University of New Hampshire
    51 College Rd
    Durham,NH03824     		N/A PC To inform how NHs undergraduate institutions can address workforce challenges and better support students interested in behavioral health careers by collecting online survey data from students that identifies career interests, motivations, barriers and ambivalence. 19,695
    Total .................................bullet 3b 918,745
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........     		    14 887  
    4 Dividends and interest from securities....     14 1,121,508  
    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 2,158,810  
    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 3,281,205 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,281,205
    (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 (2019)
    Form 990-PF (2019)
    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) (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) (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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 22,014 0 0 22,014

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

    TY 2017 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     		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. 5,000 $5000 spent, $15,000 returned to the Endowment for Health. Grant Report rcvd June 30, 2017 and June 29, 2018.   Reports verified June 30, 2017 and June 29, 2018.
    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. 50,000 No Grant Report rcvd September 30, 2017 and June 29, 2018.   $50,000 spent by grantee.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-09-18 17,500 (FY 2017 Grant ID: 2368.02) To strengthen the field of children's behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. 0 No June 30, 2018, Final Report due June 30, 2019   $0 spend by grantee.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-06-19 125,000 (FY 2017 Grant ID: 2421.03) To strengthen the early childhood field by supporting research needed to inform policy decisions. 120,984 No Grantee Report verified June 30, 2018   $120,984 spend, $4,016 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-06-19 7,500 (FY 2017 Grant ID: 2537.01) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. 5,764 No Grant Report rcvd June 30, 2018.   $5,764 spent, $1,736 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-09-18 7,500 (FY 2017 Grant ID: 2537.02) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. 0 No Report due June 30, 2019   $0 spent. Grant report will be verified June 30, 2019.
    HNHFoundation
          		49 South Main Street Suite 204
    Concord,NH03301     		2017-06-19 10,000 (FY 2017 Grant ID: 2625)To raise awareness about the impact of adverse childhood experiences with a focus on primary care providers by supporting a keynote speaker 6,556 No Report received August 1, 2018.   $6,556 spent, $3,444 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2016-11-21 16,000 (FY 2017 Grant ID: 2420.03)To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders by convening stakeholders for planning, training and consensus building. 8,065 No Grant Report rcvd due June 30, 2018. Report Verified June 30, 2018.   $8,065 spent, $7,935 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2016-11-21 40,000 (FY 2017 Grant ID: 2504.01) To strengthen the field of health equity by strategically supporting technical assistance to conduct an environmental and funding scan of successful health equity programs and funding opportunities on the state, regional and national level in order to leverage funding from federal sources and national or regional funders. 10,000 No Grant Report rcvd June 30, 2018. Report verified June 30, 2018.   $10,000 spent, $30,000 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-03-27 10,000 (FY 2017 Grant ID: 2577.01) To facilitate shared purposes and goals for the health equity field by connecting stakeholders and holding a symposium. 10,000 No Grant Report rcvd June 30, 2018. Report verified June 30, 2018.   $10,000 spent by grantee.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-01-30 18,920 (FY 2017 Grant ID: 2583) To improve the ability of the immigrant integration initiative partners to advance successful economic integration strategies and sustain their overall efforts beyond year 3 of implementation through technical assistance and shared planning. 18,920 No Grant Report rcvd June 30, 2018.   $18,920 spent, $6,080 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-06-19 20,000 (FY 2017 Grant ID: 2628) To enhance capacity of NH's leaders and communities to advance Health Equity by documenting and communicating current challenges and effective strategies. 17,060 No Grant Report rcvd June 30, 2018.   $17,060 spent, $2,940 returned to Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-09-18 2,000 (FY 2017 Grant ID: 1950.05) To support the operations of Health Strategies by providing operating support. 2,000 No Grant Report rcvd June 30, 2018 and September 30, 2018.   $2,000 spent by grantee.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-01-30 30,000 (FY 2017 Grant ID: 2591) To conduct an analysis of quality and cost data from the NH Medicaid Program and other relevant data about the impact of changes to the Federal Affordable Care Act on NH residents, and to coordinate a convening of stakeholders to examine the current status of the Medicaid Program and opportunities for value-based delivery in NH. 29,973 No Grant Report rcvd September 30, 2017 and June 30, 2018.   $29,973 spent, $27 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-06-19 25,000 (FY 2017 Grant ID: 2591.01) To conduct an analysis of quality and cost data from the New Hampshire Medicaid Program and other relevant data about the impact of changes to the Federal Affordable Care Act on NH residents, and to coordinate convening's of stakeholders to examine the current status of the Medicaid Program and opportunities for value-based delivery in New Hampshire. 16,851 No Report received June 30, 2018.   $16,851 spent, $8,149 returned to the Endowment.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-06-19 17,500 (FY 2017 Grant ID: 2629) To research clinical cost, quality and access measures and monitoring strategies for evaluating hospital mergers. 17,500 No Report received September 30, 2017 and June 30, 2018.   $17,500 spent by grantee.
    Blue Cross Blue Shield of Massachusetts Foundation
          		101 Huntington Ave Suite 300
    Boston,MA02199     		2018-09-17 19,000 (FY 2018 Grant ID: 1510.13) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues 0 All funds will be expended as intended in the grant. Report due September 30, 2019   $0 spent, report will be verified September 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2018-09-17 20,000 (FY 2018 Grant ID: 2705) To conduct a comprehensive, statewide study of the early childhood education (ECE) workforce in New Hampshire. 0 All funds will be expended as intended in the grant. Report due June 30, 2019.   $0 spent, report will be verified June 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2018-09-17 2,000 (FY 2018 Grant ID: 1950.06) To support the operations of Health Strategies by providing operating support. 0 All funds will be expended as intended in the grant. Report due June 30, 2019   $0 spent, report will be verified June 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2018-09-17 47,940 (FY 2018 Grant ID: 2655.02) To enhance capacity of NH's leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH. 0 All funds will be expended as intended in the grant. Report due June 30, 2019   Report will be verified June 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2018-09-17 145,000 (FY 2018 Grant ID: 2707) To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study. 0 All funds will be expended as intended in the grant. Report due June 30, 2019   Report will be verified June 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2018-09-17 10,000 (FY 2018 Grant ID: 2504.02)To enhance knowledge leading to improved policy and practice in health equity by supporting the communication and distribution statewide of information obtained from a national health equity environmental and funding scan of promising and successful health equity programs and the engagement of individuals/organizations to address NH's health equity challenges. 0 All funds will be expended as intended in the grant. Report due June 30, 2019   Report will be verified June 30, 2019.
    Health Strategies of New Hampshire
          		ONe Pillsbury Street Suite 301
    Concord,NH03301     		2018-06-25 25,000 (FY 2018 Grant ID: 2655.01) To enhance capacity of NH's leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice. To identify challenges and needs within these and other sectors, and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH. 1,000 All funds will be expended as intended in the grant. Report received September 30, 2018, Final report due June 30, 2019.   $1,000 spent, final report will be verified June 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2018-03-26 50,000 (FY 2018 Grant ID: 2679) To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making. 9,540 All funds will be expended as intended in the grant. Report received September 30, 2018, Final report due June 30, 2019.   $9,540 spent, Final report will be verified June 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2018-01-29 9,400 (FY 2018 Grant ID: 2420.04)To continue to develop shared identity among stakeholders and strengthen knowledge within the field of elders through convening stakeholders, providing training and undertaking research. 2,000 All funds will be expended as intended in the grant. Report received September 30, 2018, Final report due June 30, 2019.   $2,000 spent, Final report will be verified June 30, 2019.
    Blue Cross Blue Shield of Massachusetts Foundation
          		101 Huntington Ave Suite 300
    Boston,MA02199     		2017-11-20 18,500 (FY 2018 Grant ID: 1510.12) 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. 15,525 All funds will be expended as intended in the grant. Report received August 1, 2018, final report due September 30, 2019.   $15,525 spent, final report will be verified September 30, 2019.
    Health Strategies of New Hampshire
          		One Pillsbury Street Suite 301
    Concord,NH03301     		2017-11-20 20,000 (FY 2018 Grant ID: 2655) : To enhance capacity of NH's leaders and communities to advance Health and Racial Equity by working collaboratively within and among specific sector groups, such as Civic Engagement, Economic Development, Education, Government, Health, and Law Enforcement/Criminal Justice to identify challenges and needs within these and other sectors and determine actions and next steps to address these challenges, based on initial work stemming from the Inaugural Symposium on Race & Equity in NH. 11,032 All funds will be expended as intended in the grant. Report received September 30, 2018, final report due June 30, 2019.   $11,032 spent, final report will be verified June 30, 2019.

    TY 2017 GeneralExplanationAttachment
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Identifier Return Reference Explanation
      Form 990-PF, Page 5, Part VII-A, Line 11 Name of Controlled Entity: Health Strategies of New Hampshire, Inc.EIN: 20-8632971Address: One Pillsbury Street, Suite 301, Concord, NH 03301Excess Business Holding: No

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Vanguard Bond Fund 4,427,796 4,427,796
    Colchis 3,591,739 3,591,739
    StoneRidge Alternative Lending 2,138,020 2,138,020

    TY 2017 InvestmentsOtherSchedule2
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Parametric Emerging Markets FMV 1,795,787 1,795,787
    Guggenheim Russell 1000 Equal FMV 7,814,113 7,814,113
    Van Eck Global Hard Assets FMV 567,886 567,886
    Vanguard Total International FMV 6,902,051 6,902,051
    Vanguard Total Stock Market FMV 12,959,059 12,959,059
    Forester Diversified LTD FMV 10,206,243 10,206,243
    Highclere International Investors SMID Fund FMV 2,484,472 2,484,472
    Legacy Venture VI LLC FMV 1,596,489 1,596,489
    Futures Portfolio Fund LP FMV 1,724,953 1,724,953
    Borealis Granite Fund FMV 1,685,990 1,685,990
    Legacy Venture VII LLC FMV 1,094,692 1,094,692
    RCP Fund IX LP FMV 733,364 733,364
    BPG Investment Partnership VIIA, LP FMV 1,729,207 1,729,207
    BPG Investment Partnership VIIIA, LP FMV 119,545 119,545
    Kiltern FMV 3,568,291 3,568,291
    StoneRidge FMV 3,872,505 3,872,505
    Legacy Venture VIII, LLC FMV 384,457 384,457
    Angelo Gordon FMV 1,721,930 1,721,930
    Juniper FMV 1,466,822 1,466,822
    RCP XI FMV 148,219 148,219
    Southpoint FMV 1,868,577 1,868,577
    Anchorage FMV 1,866,179 1,866,179
    VNG Emerging FMV 441,353 441,353
    RCP 12 FMV 65,520 65,520
    Davidson Kemper FMV 3,630,736 3,630,736
    GEM FMV 60,440 60,440
    NGP FMV 411,356 411,356
    Juniper 3 FMV 65,633 65,633

    TY 2017 LegalFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 4,739 0 0 4,739


    TY 2017 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 2017 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 12,907 0 0 12,902
    Insurance 12,652 0 0 12,652
    Office Expenses 15,594 0 0 15,974
    Telephone Expense 8,324 0 0 8,324
    Computer/Equipment Repairs & Maintenance 7,155 0 0 7,155
    Freight/Postage 467 0 0 467
    Unapplied Cash Payment Expense 0 0 0 2,272


    TY 2017 OtherIncreasesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Description Amount
    Unrealized Gains 3,626,919


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting - Investments 81,555 81,555 0 0
    Consulting 144,052 0 0 144,812
    Investment Fees 78,401 78,401 0 0


    TY 2017 TaxesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Excise Tax 31,212 0 0 0
    Payroll Tax 51,855 0 0 51,855
    Deferred Excise Tax 54,404 0 0 0
    Other Tax 92 0 0 92


    TY 2017 TransfersFrmControlledEntities
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Name US /
    Foreign Address    		 EIN Description Amount
    Health Strategies of New Hampshire Inc One Pillsbury Street Suite 301
    Concord,NH03301     		20-8632971 Grant to wholly-owned subsidiary. 0
    Total     253,458