| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Accounting Fees | 22,789 | 0 | 0 | 22,789 |
| 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 |
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. | 17,500 | No | June 30, 2018 and June 30, 2019. | Reports verified June 30, 2018 and June 30, 2019. | |
|
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. | 7,500 | No | Grant Report rcvd June 30, 2019. Report verified June 30, 2019. | Report verified June 30, 2019. | |
|
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. | 19,000 | No | July 15, 2019. Report verified September 30, 2019. | Report 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 rcvd June 30, 2019. Grant report due June 30, 2020. | $0 spent, report verified June 30, 2019. Report will be verified June 30, 2020. | |
|
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. | 1,151 | All funds will be expended as intended in the grant. | Grant Report rcvd June 30, 2019. Report verified June 30, 2019. | $1,151 spent by grantee. Final report will be verified June 30, 2020. | |
|
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. | 47,940 | No | Report rcvd June 30, 2019 | Report 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. | 0 | All funds will be expended as intended in the grant. | Report rcvd June 30, 2019. Grant report due June 30, 2020. | $0 spent, report verified June 30, 2019, final report due June 30, 2020. | |
|
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. | 0 | All funds will be expended as intended in the grant. | Report due June 30, 2019, verified June 30, 2019. Report due June 30, 2020. | $0 spent. Report verified June 30, 2019, final report due June 30, 2020. | |
|
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. | 25,000 | No | Report received September 30, 2018, Final report rcvd June 30, 2019. | Reports verified September 30, 2018 and 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. | 45,481 | No, $45,481 spent, $4,519 returned to the Endowment for Health. | Report received September 30, 2018, Final report rcvd June 30, 2019. | $45,481 spent, $4,519 returned to the Endowment. Final report 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. | 9,340 | No, $9,340 spent, $60 returned to the Endowment for Health. | Report rcvd September 30, 2018, Final report rcvd June 30, 2019. | $9,340 spent, $60 returned to the Endowment. Reports verified September 30, 2018 and 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. | 18,500 | No | Report received August 1, 2018 and July 15, 2019. | Reports verified August 1, 2018 and July 15, 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. | 20,000 | No | Report received September 30, 2018, final report rcvd June 30, 2019. | Reports verified September 30, 2018 and June 30, 2019. | |
|
Blue Cross Blue Shield of Massachusetts Foundation |
101 Huntington Ave Suite 300 Boston,MA02199 |
2019-09-23 | 19,000 | (FY 2019 Grant ID: 1510.14) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. | 0 | All funds will be expended as intended in the grant. | Report is due September 30, 2020. | $0 spent. Report will be verified September 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 1,000 | (FY 2019 Grant ID: 1950.07) To support the operations of Health Strategies. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-04-15 | 10,000 | (FY 2019 Grant ID: 2368.03) To strengthen the field of childrens behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2018-11-19 | 5,000 | (FY 2019 Grant ID: 2421.04) To strengthen the early childhood field by supporting research needed to inform policy decisions. | 994 | No, $994 spent, $4,006 returned to the Endowment for Health. | Grant report rcvd June 30, 2019. | $994 spent, $4,006 returned to the Endowment. Report verified June 30, 2019. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-04-15 | 10,000 | (FY 2019 Grant ID: 2537.03) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal sources and national or regional funders. | 10,000 | No | Grant report rcvd June 30, 2019. | Report verified June 30, 2019. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 10,000 | (FY 2019 Grant ID: 2537.04) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2018-11-19 | 70,000 | (FY 2019 Grant ID: 2655.03) To enhance capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups. | 70,000 | No | Grant report rcvd June 30, 2019. | Report verified June 30, 2019. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 35,000 | (FY 2019 Grant ID: 2655.04) To enhance capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-06-17 | 10,000 | (FY 2019 Grant ID: 2679.01) To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 10,000 | (FY 2019 Grant ID: 2679.02) To conduct research on, and convene key stakeholders about, state health plans used to support improved health policy decision-making. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2018-11-19 | 15,000 | (FY 2019 Grant ID: 2714) To enhance the knowledge of NH residents, health policy leaders and practitioners about important health equity issues, activities, and successful national/state-based programs by supporting specific communication strategies. | 6,300 | All funds will be expended as intended in the grant. | Grant report rcvd June 30, 2019. Final report due June 30, 2020. | $6,300 spent. Report verified June 30, 2019. Final report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2018-11-19 | 11,000 | (FY 2019 Grant ID: 2715) To foster a culture of powerful citizenship by providing a workshop with Eric Liu, author, educator, civic entrepreneur and founder and CEO of Citizen University. | 10,692 | No, $10,692 spent, $308 returned to the Endowment for Health. | Grant report rcvd June 30, 2019. Report verified June 30, 2019. | $10,692 spent, $308 returned to the Endowment. Report verified June 30, 2019. | |
|
Frannie E Rippel Foundation |
14 Maple Avenue Suite 200 Morristown,NJ07960 |
2018-11-19 | 25,000 | (FY 2019 Grant ID: 2716) Provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | 0 | All funds will be expended as intended in the grant. | Grant report due December 31, 2020. | $0 spent. Report will be verified December 31, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-01-28 | 30,000 | (FY 2019 Grant ID: 2719) To increase the capacity of the Healthy Aging field to implement Reframing Aging tools and recommendations in NH. | 19,795 | All funds will be expended as intended in the grant. | Grant report rcvd June 30, 2019. Final report due June 30, 2020. | $19,795 spent. Report verified June 30, 2019. Final report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-06-17 | 5,000 | (FY 2019 Grant ID: 2736) To strengthen the capacity of funders in NH to strategically coordinate and co-fund grantmaking by completing a baseline report that maps the states philanthropic landscape. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-07-31 | 10,000 | (FY 2019 Grant ID: 2742) To reduce/eliminate information disorder by providing a one day workshop for journalists on how to discover, verify and ethically and responsibly report. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 40,000 | (FY 2019 Grant ID: 2743) To improve understanding of existing capacity for providing LGBT-affirmative and competent aging services in our state and where/how we can build greater capacity to serve the most vulnerable older people in our communities. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 16,132 | (FY 2019 Grant ID: 2758) To measure progress on recommendations made in a 2015 Advocacy Report and to identify potential opportunities, strategies or partners. | 0 | All funds will be expended as intended in the grant. | Report is due June 30, 2020. | $0 spent. Report will be verified June 30, 2020. |
| 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 |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Colchis | 3,766,889 | 3,766,889 |
| StoneRidge Alternative Lending | 2,123,376 | 2,123,376 |
| TIAA Cref | 4,829,051 | 4,829,051 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| Guggenheim Russell 1000 Equal | FMV | 7,907,025 | 7,907,025 |
| Vanguard Total International | FMV | 6,796,180 | 6,796,180 |
| Vanguard Total Stock Market | FMV | 12,505,753 | 12,505,753 |
| Forester Diversified LTD | FMV | 5,594,607 | 5,594,607 |
| Highclere International Investors SMID Fund | FMV | 2,386,857 | 2,386,857 |
| Legacy Venture VI LLC | FMV | 1,754,836 | 1,754,836 |
| Borealis Granite Fund | FMV | 1,538,670 | 1,538,670 |
| Legacy Venture VII LLC | FMV | 1,531,066 | 1,531,066 |
| Legacy Venture VIII, LLC | FMV | 700,479 | 700,479 |
| RCP Fund IX LP | FMV | 860,231 | 860,231 |
| BPG Investment Partnership VIIA, LP | FMV | 1,223,101 | 1,223,101 |
| BPG Investment Partnership VIIIA, LP | FMV | 15,451 | 15,451 |
| StoneRidge | FMV | 3,609,258 | 3,609,258 |
| Angelo Gordon | FMV | 1,958,516 | 1,958,516 |
| Juniper | FMV | 1,533,433 | 1,533,433 |
| RCP XI | FMV | 419,633 | 419,633 |
| Southpoint | FMV | 2,052,441 | 2,052,441 |
| Anchorage | FMV | 1,785,517 | 1,785,517 |
| VNG Emerging | FMV | 446,965 | 446,965 |
| RCP 12 | FMV | 254,429 | 254,429 |
| Davidson Kemper | FMV | 3,755,901 | 3,755,901 |
| GEM | FMV | 182,686 | 182,686 |
| NGP | FMV | 616,907 | 616,907 |
| Juniper 3 | FMV | 310,599 | 310,599 |
| RCP 13 | FMV | 42,298 | 42,298 |
| Lyme Timber | FMV | 88,996 | 88,996 |
| Legacy 9 | FMV | 83,454 | 83,454 |
| AG Realty 10 | FMV | 66,473 | 66,473 |
| RCP Fund 14 | FMV | 10,000 | 10,000 |
| Generation Global | FMV | 3,000,000 | 3,000,000 |
| Generation Asia | FMV | 1,500,000 | 1,500,000 |
| Nut Tree | FMV | 1,016,734 | 1,016,734 |
| Varde | FMV | 990,717 | 990,717 |
| Nyes Lege | FMV | 4,394,659 | 4,394,659 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| Deposits | 2,292 | 2,292 | 2,292 |
| Description | Amount |
|---|---|
| Unrealized Loss | 1,102,369 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Miscellaneous | 12,987 | 0 | 0 | 8,410 |
| Insurance | 23,590 | 0 | 0 | 23,590 |
| Office Expenses | 16,095 | 0 | 0 | 16,025 |
| Telephone Expense | 8,156 | 0 | 0 | 8,156 |
| Computer/Equipment Repairs & Maintenance | 6,120 | 0 | 0 | 6,120 |
| Freight/Postage | 665 | 0 | 0 | 665 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Consulting - Investments | 80,405 | 80,405 | 0 | 0 |
| Consulting | 149,616 | 0 | 0 | 150,200 |
| Investment Fees | 65,477 | 65,477 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal Excise Tax | 7,551 | 0 | 0 | 0 |
| Payroll Tax | 52,516 | 0 | 0 | 52,516 |
| Other Tax | 75 | 0 | 0 | 75 |
| 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. | 279,239 |
| Total | 279,239 | |||