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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 10-01-2018 , and ending 09-30-2019
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$85,665,322
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,950,895
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,159 1,159  
4 Dividends and interest from securities... 1,244,870 1,244,870  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,299,193
b Gross sales price for all assets on line 6a 21,507,762
7 Capital gain net income (from Part IV, line 2)... 1,299,193
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........ 4,496,117 2,545,222 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 299,401 0 0 299,401
14 Other employee salaries and wages...... 440,631 0 0 440,631
15 Pension plans, employee benefits....... 200,728 0 0 200,728
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 22,789 0 0 22,789
c Other professional fees (attach schedule).... 295,498 145,882 0 150,200
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 60,142 0 0 52,591
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 55,466 0 0 55,466
21 Travel, conferences, and meetings....... 39,570 0 0 39,688
22 Printing and publications.......... 9,503 0 0 9,503
23 Other expenses (attach schedule)....... 67,613 0 0 62,966
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,491,341 145,882 0 1,333,963
25 Contributions, gifts, grants paid....... 2,651,451 2,667,182
26 Total expenses and disbursements. Add lines 24 and 25 4,142,792 145,882 0 4,001,145
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 353,325
b Net investment income (if negative, enter -0-) 2,399,340
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 207,345 734,028 734,028
2 Savings and temporary cash investments......... 2,679,804 737,746 737,746
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet2,500,000
Less: allowance for doubtful accounts bullet0 2,350,000 2,500,000 2,500,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 53,352 38,068 38,068
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 10,157,555 Click to see attachment10,719,316 10,719,316
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 70,985,869 Click to see attachment70,933,872 70,933,872
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) 86,436,217 85,665,322 85,665,322
Liabilities 17 Accounts payable and accrued expenses.......... 315,073 303,880
18 Grants payable................. 918,745 908,087
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)......... 1,233,818 1,211,967
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 85,202,399 82,469,941
25 Temporarily restricted...............   33,019
26 Permanently restricted...............   1,950,395
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 85,202,399 84,453,355
31 Total liabilities and net assets/fund balances (see instructions). 86,436,217 85,665,322
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
85,202,399
2
Enter amount from Part I, line 27a .....................
2
353,325
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
85,555,724
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,102,369
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
84,453,355
Form 990-PF (2018)
Form 990-PF (2018)
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 21,507,762   20,208,569 1,299,193
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,299,193
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,299,193
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))
2017 4,070,608 83,543,621 0.048724
2016 4,082,901 82,685,051 0.049379
2015 3,518,837 77,188,237 0.045588
2014 3,916,307 83,003,573 0.047182
2013 3,235,846 84,041,672 0.038503
2
Total of line 1, column (d) .....................
2
0.229376
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
0.045875
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
79,935,869
5
Multiply line 4 by line 3......................
5
3,667,058
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
23,993
7
Add lines 5 and 6........................
7
3,691,051
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,001,145
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 (2018)
Form 990-PF (2018)
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 23,993
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 23,993
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 23,993
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 31,187
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 31,187
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 7,194
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,194 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 changes....
3
 
No
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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    Randy Foose Chair
    2.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Jody Hoffer Gittell Vice Chair
    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
    John Wallace Secretary
    1.00
    0 0 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 Director, Past Vice Chair
    1.00
    0 0 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Chris Mathews Director
    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
    Maria Padin 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
    Anthony Poore 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
    John Snow 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
    Yvonne Goldsberry President
    37.50
    190,000 32,749 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Sue Fulton Chief Financial Officer
    37.50
    109,401 30,408 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
    Kim Firth Program Director
    37.50
    95,344 32,290 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Karen Ager Director of Communic
    37.50
    86,889 38,688 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Melina Hill Walker Program Director
    37.50
    92,702 27,662 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Kelly Laflamme Program Director
    37.50
    99,014 18,914 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Cheryl Dempsey Administrative Manag
    37.50
    63,630 19,996 0
    One Pillsbury Street Suite 301
    Concord,NH03301
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 80,455
    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. 187,600
    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. 207,176
    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. 203,923
    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. 119,968
    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 (2018)
    Form 990-PF (2018)
    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
    78,950,068
    b
    Average of monthly cash balances.......................
    1b
    2,162,476
    c
    Fair market value of all other assets (see instructions)................
    1c
    40,622
    d
    Total (add lines 1a, b, and c).........................
    1d
    81,153,166
    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
    81,153,166
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,217,297
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    79,935,869
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,996,793
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,996,793
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    23,993
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,993
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,972,800
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,972,800
    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
    3,972,800
    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
    4,001,145
    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
    4,001,145
    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
    23,993
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,977,152
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,972,800
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 3,828,291
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,001,145
    a Applied to 2017, but not more than line 2a 3,828,291
    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 2018 distributable amount..... 172,854
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    3,799,946
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 (2018)
    Form 990-PF (2018)
    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
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC To help policymakers and providers understand the importance of young children's healthy social-emotional development by creating messaging tools and presentations. 4,000
    Health Resources in Action
    2 Boylston St 4th Floor
    Boston,MA02116
    N/A PC To enhance capacity to promote infant and early childhood mental health by conducting an assessment to establish workforce development needs. 32,600
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To strengthen the field of childrens behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. 10,000
    National Alliance on Mental Illness-New Hampshire
    85 N State Street
    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 Street
    Concord,NH03301
    N/A PC To develop family leadership in NH's children's behavioral health system through identification and engagement, providing training and support in advocacy and outreach, fostering and mentoring family leaders as advocates, and expanding grassroots family-to-family peer supports. 36,555
    New Futures
    10 Ferry Street Suite 307
    Concord,NH03301
    N/A PC To strengthen the Children's Behavioral Health Collaborative's impact by evaluating the current structure and assessing its current role in the field and by supporting strategic opportunities. 17,500
    New Futures
    10 Ferry Street 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. 200,000
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC To promote the importance of investing in early childhood by using a range of messaging tools. 115,000
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC To strengthen the early childhood field's shared purpose by providing core operating support to Spark NH. 50,000
    Early Learning New Hampshire
    2 Delta Drive
    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
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF 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
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. 10,000
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To strengthen the early childhood field by supporting research needed to inform policy decisions. 994
    Conservation Law Foundation
    27 North Main St
    Concord,NH033014930
    N/A PC To build advocacy capacity for environmental justice in NH. 25,000
    Granite State Organizing Project GSOP
    383 Beech Street
    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
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF 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
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To enhance the knowledge of NH residents, health policy leaders and practitioners about important health equity issues, activities, and successful national/state-based programs by supporting specific communication strategies. 15,000
    Lamprey Health Care
    207 South Main Street
    Newmarket,NH03057
    N/A PC To draw on the expertise of NH's Leaders of Color to train and develop a cohort of promising/rising minority community leaders with an equity frame knowledge base and concrete skills for participating in leadership (committees, boards, mainstream leadership development programs) while building collective impact capacity in communities of color. 40,000
    Lamprey Health Care
    207 South Main Street
    Newmarket,NH03057
    N/A PC New Hampshire Health and Equity Partnership. 27,060
    Massachusetts Immigrant and Refugee Advocacy Coalition
    105 Chauncy Street 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. 30,000
    Nackey S Loeb School of Communication
    749 East Industrial Park Drive
    Manchester,NH03109
    N/A PC To raise awareness of barriers to civic discourse in the Lakes Region and educate residents about opportunities to improve racial justice and welcoming activities in the state by covering a variety of issues related to social determinants of health and to examine solutions to the existance of hate groups locally and statewide. 51,513
    University of New Hampshire
    51 College Road
    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 Road
    Durham,NH03824
    N/A PC To create more equitable and inclusive leadership practices in New Hampshire organizations and communities, through an intensive series of facilitated dialogues focused on systemic and structural racism, implicit bias, and privilege associated with racial identity. 35,000
    Antioch University New England
    40 Avon St
    Keene,NH03431
    N/A PC NH Integrated Behavioral Health Workforce Development Project - Phase 3. 74,550
    Antioch University New England
    40 Avon St
    Keene,NH03431
    N/A PC Elder Health Field Assessment. 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
    Fannie E Rippel Foundation
    14 Maple Ave Suite 200
    Morristown,NJ07960
    N/A PF Provide operating support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. 25,000
    Foundation for Healthy Communities
    125 Airport Rd
    Concord,NH03301
    N/A PC To improve the health of NH residents by increasing the quality of behavioral health collaborative services provided in hospital emergency care departments and aligned community settings. 70,000
    Granite United Way
    22 Concord Street 2
    Manchester,NH03101
    N/A PC Recovery Friendly Workplace Initiative Gap Assessment. 5,000
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To support the operations of Health Strategies by providing operating support. 1,000
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To conduct research and convene key stakeholders and develop community engagement materials to support improved health policy decision-making. 10,000
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To measure progress on recommendations made in a 2015 Advocacy Report and to identify potential opportunities, strategies or partners to further the advocacy field by conducting a field assessment. 16,132
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 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. 10,000
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF 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. 5,000
    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
    New Futures
    10 Ferry Street 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. 160,000
    New Futures
    10 Ferry Street Suite 307
    Concord,NH03301
    N/A PC NH Advocacy Hub 100,000
    New Futures
    10 Ferry Street Suite 307
    Concord,NH03301
    N/A PC NH Advocacy Hub 120,000
    New Hampshire Center for Nonprofits
    194 Pleasant Street 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 Community Loan Fund
    7 Wall Street
    Concord,NH03301
    N/A PC To sustain general operations and ensure nonprofit capacity building focused on improving the health of vulnerable residents of NH by addressing housing needs as a critical determinate of health. 50,000
    New Hampshire Fiscal Policy Institute
    64 North Main Street 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 Legal Assistance
    117 North State Street
    Concord,NH03301
    N/A PC To ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,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 Radio
    2 Pillsbury Street 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
    University of New Hampshire
    51 College Road
    Durham,NH03824
    N/A PC To conduct research and analysis necessary to create the 2019 New Hampshire Civic Health Index Report and prepare materials necessary to engage local communities in discussions about civic health. 25,000
    University of New Hampshire
    51 College Road
    Durham,NH03824
    N/A PC Provide critical information on access to health care and coverage for the health policy community. 75,241
    University of New Hampshire
    51 College Road
    Durham,NH03824
    N/A PC Behavioral Health Integration Learning Collaborative 80,000
    Grantmakers in Aging
    2001 Jefferson Davis Highway Ste
    504
    Arlington,VA22202
    N/A PC Grantmakers in Aging Membership 1,600
    Grantmakers in Aging
    2001 Jefferson Davis Highway Ste
    504
    Arlington,VA22202
    N/A PC Grantmakers in Aging Membership 1,600
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To increase the capacity of the Healthy Aging field to implement Reframing Aging tools and recommendations in NH. 30,000
    Maine Community Foundation
    245 Main Street
    Ellsworth,ME04605
    N/A PC Reframing Aging in Northern New England 10,000
    Maine Council on Aging
    PO Box 988
    Brunswick,ME04011
    N/A PC Enhancing the Care and Health of Older Adults Living with Dementia Across NNE 10,000
    Maine Council on Aging
    PO Box 988
    Brunswick,ME04011
    N/A PC Tri-State Learning Collaborative on Aging 25,000
    New Hampshire Fiscal Policy Institute
    64 North Main Street 3rd Floor
    Concord,NH03301
    N/A PC Home and Community Based Care Study 10,000
    New Hampshire Legal Assistance
    117 North State Street
    Concord,NH03301
    N/A PC To build advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners. 90,000
    The Gerontological Society of America
    1220 L St NW Ste 901
    Washington,DC20005
    N/A PC Linking NH to the National Reframing Aging Network 17,500
    University of New Hampshire
    51 College Road
    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 Road
    Durham,NH03824
    N/A PC To advance equity in NH's healthy aging field through a professional development process steeped in understanding white privilege and addressing systemic racism for sector leaders who identify as white. 10,000
    University of New Hampshire
    51 College Road
    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 Road
    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 monitoring the current public funding environment, assessing current CBO status and needs, and addressing such needs through technical assistance and training through experts and training materials. 20,000
    University of New Hampshire
    51 College Road
    Durham,NH03824
    N/A PC Build the momentum of multiple healthy aging initiatives underway in NH by convening a statewide conference on aging that offers cross-initiative learning, encourages collaboration, and fosters partnerships. 10,000
    Conservation Law Foundation
    27 North Main St
    Concord,NH033014930
    N/A PC To equip and mobilize six municipalities to take local actions that will protect children from the avoidable, lifelong impacts of childhood lead poisoning through civic engagement. 20,000
    Cornerstone VNA
    178 Farmington Road
    Rochester,NH03867
    N/A PC Home Care Sepsis Initiative Screening and Intervention Protocol 2,500
    Families in Transition
    122 Market Street
    Manchester,NH03101
    N/A PC Strengthening the Infrastructure and Outcomes of Manchester's Homeless Services System. 20,000
    Foundation for Healthy Communities
    125 Airport Rd
    Concord,NH03301
    N/A PC Aligning Investments to Improve Population Health in New Hampshire 8,250
    Franklin Visiting Nurse Association and Hospice
    75 Chestnut Street
    Franklin,NH03235
    N/A PC Telehealth Pilot Program and Training 2,500
    Granite United Way
    22 Concord Street 2
    Manchester,NH03101
    N/A PC 2-1-1 NH Web Site Refresh 10,000
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF To reduce/eliminate information disorder by providing a one day workshop for journalists on how to discover, verify and ethically and responsibly report. 10,000
    Health Strategies of New Hampshire
    One Pillsbury Street Ste 301
    Concord,NH03301
    N/A POF Power Literacy Workshop 10,692
    Leadership New Hampshire
    PO Box 3446
    Concord,NH03302
    N/A PC Understanding our State - Equity and Dialogue 10,000
    New American Africans
    4 Park St Suite 304
    Concord,NH03301
    N/A PC Evaluation and Strategic Planning 3,500
    New Hampshire Association for the Blind
    25 Walter St
    Concord,NH03301
    N/A PC Infrastructure and Database Upgrades 10,000
    New Hampshire Coalition Against Domestic & Sexual Violence
    PO Box 353
    Concord,NH03302
    N/A PC Statewide Victim Services Data Collection Enhancement Project, Phase 1 20,000
    New Hampshire Legal Assistance
    117 North State Street
    Concord,NH03301
    N/A PC To increase awareness of elder financial exploitation by educating the public on how to identify the signs, prevention, and how to access resources to help victims. 20,000
    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 Strategic Planning for the NH Oral Health Coalition 6,425
    New Hampshire Women's Foundation
    18 Low Ave Suite 205
    Concord,NH03301
    N/A PC A Call to Men (ACM) 2,000
    North Country Education Services Agency Inc
    300 Gorham Hill Road
    Gorham,NH03581
    N/A PC Implementation Science Institute for North Country Schools & Partners 12,122
    Park Street Foundation
    20 Park Street
    Concord,NH03301
    N/A PC Intentional Early Learning & Family Engagement 15,000
    Partnership for Public Health Inc
    67 Water Street
    Laconia,NH03246
    N/A PC Regional Health Officer Technical Assistance 12,000
    University of New Hampshire
    51 College Road
    Durham,NH03824
    N/A PC Identifying Motivators and Barriers for NH College Students Considering Behavioral Health Careers 19,695
    Waypoint
    464 Chestnut Street
    Manchester,NH03105
    N/A PC Raiser's Edge NXT Implementation 9,360
    Total .................................bullet 3a 2,667,182
    bApproved for future payment
    Keene State College
    229 Main Street
    Keene,NH03435
    N/A PC To provide technical support to the NH Departments of Education and Health & Human Services as they prepare the Year 4 System of Care Implementation Report and Executive Summary. 39,884
    Keene State College
    229 Main Street
    Keene,NH03435
    N/A PC Assess the current status and progress in development of the Children's Behavioral Health field 35,000
    New Futures
    10 Ferry Street Suite 307
    Concord,NH03301
    N/A PC To strengthen the Children's Behavioral Health Collaborative's impact by evaluating the current structure and assessing its current role in the field and by supporting strategic opportunities. 17,500
    University of New Hampshire
    51 College Road
    Durham,NH03824
    N/A PC To deepen awareness and action on race and equity within New Hampshire's children's behavioral health field by implementing the Leadership Learning Exchange for Equity. 19,977
    Early Learning New Hampshire
    2 Delta Drive
    Concord,NH03301
    N/A PC To strengthen the early childhood field's shared purpose by providing core operating support to Spark NH. 50,000
    Harvard Kennedy School of Government
    79 JFL Street
    Cambridge,MA02138
    N/A PC To build family capabilities to enhance the healthy development of children by providing intensive technical assistance that builds the capacity of NH's Department of Health and Human Services (NH DHHS) staff to design and implement a suite of initiatives. 40,000
    New Hampshire Association for Infant Mental Health
    PO Box 1421
    Concord,NH03302
    N/A PC To increase the competence of NH's children's mental health workforce in diagnosing, assessing and treating children birth through age 6 by providing professional development in the DC: 0 - 5 Diagnostic Classification. 35,979
    Conservation Law Foundation
    27 North Main St
    Concord,NH033014930
    N/A PC To build advocacy capacity for environmental justice in NH. 25,000
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF To enhance the capacity of NH's leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups. 35,000
    Massachusetts Immigrant and Refugee Advocacy Coalition
    105 Chauncy Street 9th Floor
    Boston,MA02111
    N/A PC To serve as a learning collaborative and safe space where practitioners working on Immigrant Integration, in particular representatives from the formerly four funded regions of the Immigrant Integration Initiative, can learn together how to implement and sustain robust and successful immigrant integration efforts AND maintain a learning community to share knowledge and address ongoing challenges that arise. 30,000
    Blue Cross Blue Shield of Massachusetts Foundation
    101 Huntington Ave Suite 300
    Boston,MA02199
    N/A PF To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. 19,000
    New Hampshire Legal Assistance
    117 North State Street
    Concord,NH03301
    N/A PC To ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits. 25,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,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. 60,000
    New Hampshire Public Radio
    2 Pillsbury Street 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 Fiscal Policy Institute
    64 North Main Street 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 Center for Nonprofits
    194 Pleasant Street 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
    University of New Hampshire
    51 College Road
    Durham,NH03824
    N/A PC To develop and support a forum that will identify critical health policy issues and analyze data to understand the implications of policy changes on NH residents and health care providers. 200,000
    Fenway Health
    1340 Boylston Street
    Boston,MA02215
    N/A PC Create increased awareness of and readiness to work with lesbian, gay, bisexual and transgender (LGBT) older people among mainstream aging services providers through two training opportunities. 4,000
    Health Strategies of New Hampshire
    One Pillsbury Street Suite 301
    Concord,NH03301
    N/A POF To improve understanding of existing capacity for providing LGBT-affirmative and competent aging services in our state and where/how we can build greater capacity to serve the most vulnerable older people in our communities. 40,000
    New Hampshire Public Health Association
    4 Park St Suite 403
    Concord,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
    Grantmakers for Effective Organizations
    1310 L Street NW Suite 650
    Washington,DC20005
    N/A PC To improve foundation grantmaking practices by providing an opportunity for funders to explore smarter grantmaking approaches. 5,000
    Solutions Journalism Network Inc
    79 Madison Ave 2nd Floor 224
    New York,NY10016
    N/A PC To support the Laconia Daily Sun's year-long series on issues of race, civil discourse and the social determinants of health by providing technical assistance from the Solutions Journalism Network. 10,400
    City of Nashua
    18 Mulberry Street
    Nashua,NH03060
    N/A PC To increase awareness of substance use prevention by hosting a Legislative Breakfast to get the conversation started. 2,500
    National Alliance on Mental Illness-New Hampshire
    85 N State Street
    Concord,NH03301
    N/A PC To develop family leadership in NH's childrens behavioral health system through identification and engagement, providing training and support in advocacy and outreach, fostering and mentoring family leaders as advocates, and expanding grassroots family-to-family peer supports. 36,554
    Early Learning New Hampshire
    2 Delta Drive
    Concord,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
    Granite United Way
    22 Concord Street 2
    Manchester,NH03101
    N/A PC Provide operating support that leverages other funding for provider trainings for the Recovery Friendly Workplace Initiative. 5,000
    Total .................................bullet 3b 908,087
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 1,159  
    4 Dividends and interest from securities....     14 1,244,870  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,299,193  
    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 2,545,222 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,545,222
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    Endowment For Health Inc
     
    Employer identification number

    02-0512290
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    Endowment For Health Inc
     
    Employer identification number
    02-0512290
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    The New Hampshire Medical Malpractice Joint Underwriting Association
     
    c/o John R Elias State of NH Insura
     
    Concord, NH03301

    $ 1,950,395


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    Endowment For Health Inc
     
    Employer identification number

    02-0512290
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    Endowment For Health Inc
     
    Employer identification number

    02-0512290
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 22,789 0 0 22,789

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

    TY 2018 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
    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.

    TY 2018 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 2018 InvestmentsCorpBondsSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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

    TY 2018 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 2018 OtherDecreasesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    Description Amount
    Unrealized Loss 1,102,369


    TY 2018 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 12,987 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


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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


    TY 2018 TaxesSchedule
    Name:
    Endowment For Health Inc
    EIN:
    02-0512290
    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


    TY 2018 TransfersToControlledEntities
    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. 279,239
    Total     279,239