-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
10-01-2019
, and ending
09-30-2020
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
,
NH
03301
A Employer identification number
02-0512290
B
Telephone number (see instructions)
(603) 228-2448
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
86,004,212
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
50
2
Check
.............
3
Interest on savings and temporary cash investments
1,082
1,082
4
Dividends and interest from securities
...
1,037,589
1,322,798
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,590,747
b
Gross sales price for all assets on line 6a
14,242,353
7
Capital gain net income (from Part IV, line 2)
...
1,357,259
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)
.......
0
-911,595
12
Total.
Add lines 1 through 11
........
2,629,468
1,769,544
0
13
Compensation of officers, directors, trustees, etc.
305,485
0
0
305,485
14
Other employee salaries and wages
......
434,634
0
0
434,634
15
Pension plans, employee benefits
.......
168,736
0
0
168,736
16a
Legal fees (attach schedule)
.........
6,256
0
0
1,871
b
Accounting fees (attach schedule)
.......
21,287
0
0
21,287
c
Other professional fees (attach schedule)
....
237,789
121,536
0
117,125
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
78,122
0
0
52,587
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
56,163
0
0
56,103
21
Travel, conferences, and meetings
.......
19,530
0
0
20,973
22
Printing and publications
..........
7,138
0
0
7,130
23
Other expenses (attach schedule)
.......
71,279
407,882
0
72,827
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,406,419
529,418
0
1,258,758
25
Contributions, gifts, grants paid
.......
2,892,237
3,283,148
26
Total expenses and disbursements.
Add lines 24 and 25
4,298,656
529,418
0
4,541,906
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-1,669,188
b
Net investment income
(if negative, enter -0-)
1,240,126
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
734,028
333,287
333,287
2
Savings and temporary cash investments
.........
737,746
1,688,326
1,688,326
3
Accounts receivable
10,729
Less: allowance for doubtful accounts
10,729
10,729
4
Pledges receivable
Less: allowance for doubtful accounts
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)
2,500,000
Less: allowance for doubtful accounts
0
2,500,000
2,500,000
2,500,000
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
38,068
61,824
61,824
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
10,719,316
9,004,198
9,004,198
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
70,933,872
72,403,556
72,403,556
14
Land, buildings, and equipment: basis
124,741
Less: accumulated depreciation (attach schedule)
124,741
15
Other assets (describe
)
2,292
2,292
2,292
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
85,665,322
86,004,212
86,004,212
17
Accounts payable and accrued expenses
..........
303,880
314,273
18
Grants payable
.................
908,087
663,323
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
)
23
Total liabilities
(add lines 17 through 22)
.........
1,211,967
977,596
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
82,469,941
83,030,155
25
Net assets with donor restrictions
............
1,983,414
1,996,461
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
84,453,355
85,026,616
30
Total liabilities and net assets/fund balances
(see instructions)
.
85,665,322
86,004,212
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
84,453,355
2
Enter amount from Part I, line 27a
.....................
2
-1,669,188
3
Other increases not included in line 2 (itemize)
3
2,242,449
4
Add lines 1, 2, and 3
..........................
4
85,026,616
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
85,026,616
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
Publicly Traded Securities
P
b
Investment Income - K-1
P
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
14,242,353
12,651,664
1,590,689
b
-233,430
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
1,590,689
b
-233,430
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,357,259
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
...................
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?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
3,977,152
79,935,869
0.049754
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
2
Total
of line 1, column (d)
.....................
2
0.240627
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
0.048125
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
82,356,314
5
Multiply line 4 by line 3
......................
5
3,963,398
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
12,401
7
Add lines 5 and 6
........................
7
3,975,799
8
Enter qualifying distributions from Part XII, line 4
,.............
8
4,541,906
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
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
12,401
here
and 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
12,401
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
12,401
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
41,547
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
41,547
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
29,146
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
29,146
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
NH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
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 address
www.endowmentforhealth.org
14
The books are in care of
Susan Fulton
Telephone no.
(603) 228-2448
Located at
One Pillsbury Street Suite 301
Concord
NH
ZIP+4
03301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
Michael Ostrowski
Chair
2.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Ned Helms
Vice Chair
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Brian Presti
Treasurer
2.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Anthony Poore
Secretary
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Betsy Paine
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Scott Bogle
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Frank DeGiovanni
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Tricia Lucas
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Chris Mathews
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Deo Mwano
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Jennifer Near
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Maria Padin
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Marie Ramas
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
John Snow
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Frances Strayer
Director
1.00
0
0
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Yvonne Goldsberry
President
37.50
193,000
33,177
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Sue Fulton
Chief Financial Officer
37.50
112,485
24,507
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
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
97,608
32,187
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Melina Hill Walker
Program Director
37.50
97,910
23,259
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Karen Ager
Director of Communic
37.50
97,260
19,162
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Kelly Laflamme
Program Director
37.50
87,936
16,728
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Cheryl Dempsey
Administrative Manag
37.50
63,524
19,717
0
One Pillsbury Street Suite 301
Concord
,
NH
03301
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
Prime Buchholz
Investment Advisor
80,896
273 Corporate Drive
Portsmouth
,
NH
03801
Total
number of others receiving over $50,000 for professional services
.............
0
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.
185,456
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.
201,296
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.
198,135
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.
141,302
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
81,776,014
b
Average of monthly cash balances
.......................
1b
1,834,457
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
83,610,471
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
83,610,471
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,254,157
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
82,356,314
6
Minimum investment return.
Enter 5% of line 5
..................
6
4,117,816
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
4,117,816
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
12,401
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
12,401
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,105,415
4
Recoveries of amounts treated as qualifying distributions
................
4
146,147
5
Add lines 3 and 4
............................
5
4,251,562
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
4,251,562
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
4,541,906
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
4,541,906
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
12,401
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
4,529,505
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
4,251,562
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
3,799,946
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
4,541,906
a
Applied to 2018, but not more than line 2a
3,799,946
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
741,960
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
3,509,602
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
NH
03301
(603) 228-2448
b
The 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.
c
Any submission deadlines:
Various dates depending on type of grant: see application for details.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Projects must benefit the citizens of New Hampshire and be health related. Recipients must be 501(c)(3) organizations or municipalities. See application guidelines for additional restrictions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
Leadership New Hampshire
PO Box 3446
Concord
,
NH
03302
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
National Alliance on Mental Illness-New Hampshire
85 N State Street
Concord
,
NH
03301
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 general operating support.
25,000
New Hampshire Legal Assistance
117 North State Street
Concord
,
NH
03301
N/A
PC
To ensure quality advocacy and nonprofit capacity building by sustaining the general operations of key NH nonprofits.
25,000
New Futures
100 North Main Street Suite 400
Concord
,
NH
03301
N/A
PC
To develop, support and implement state-level policy changes to transform NHs children's mental health and substance use disorder system into an integrated, comprehensive System of Care.
240,000
Lamprey Health Care
207 South Main Street
Newmarket
,
NH
03057
N/A
PC
To draw on the expertise of NHs 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
Maine Council on Aging
PO Box 988
Brunswick
,
ME
04011
N/A
PC
To advance a regional approach to address the challenges and opportunities presented by an aging Northern New England by providing learning opportunities, facilitating opportunities for networking and encouraging cross-sector collaboration among municipal, policy, advocacy and business leaders working across Maine, New Hampshire and Vermont.
25,000
Grantmakers in Aging
901 North Glebe Road Suite 200
Arlington
,
VA
22203
N/A
PC
To expand the Endowment for Health's ability to leverage local, regional and national ideas and funding, through enhanced relationships with those in the field of philanthropy focused on healthy aging.
1,700
University of New Hampshire
73 Main Street
Durham
,
NH
03820
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
73 Main Street
Durham
,
NH
03820
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.
200,000
New Futures
100 North Main Street Suite 400
Concord
,
NH
03301
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.
320,000
New Hampshire Legal Assistance
117 North State Street
Concord
,
NH
03301
N/A
PC
To build advocacy capacity to advance the priorities and strategies of the New Hampshire Alliance for Healthy Aging and its partners.
65,000
Granite State Organizing Project
383 Beech Street
Manchester
,
NH
03103
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
University of New Hampshire
73 Main Street
Durham
,
NH
03820
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 public funding environment, assessing CBO status and needs, and providing expert-led technical assistance and training.
20,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To enhance the capacity of NH leaders and communities to advance health and racial equity by working collaboratively within and among specific sector groups.
100,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To conduct research, convene key stakeholders and develop community engagement materials to support improved health policy decision-making.
30,000
National Alliance on Mental Illness-New Hampshire
85 N State Street
Concord
,
NH
03301
N/A
PC
To continue cultivating and developing robust and resilient family and youth leaders, who are full partners in transforming and strengthening the infrastructure of NH childrens behavioral health system, by providing opportunities for leadership development, community engagement, education, training, and advocacy.
73,850
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study
80,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities for all New Hampshire young children by conducting a study
50,000
Conservation Law Foundation
27 North Main St
Concord
,
NH
033014930
N/A
PC
To build advocacy capacity for environmental justice in NH
25,000
New Hampshire Community Loan Fund
7 Wall Street
Concord
,
NH
03301
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
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
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.
10,000
Fannie E Rippel Foundation
14 Maple Avenue Suite 200
Morristown
,
NJ
07960
N/A
PF
Provide operating support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative.
25,000
Fannie E Rippel Foundation
14 Maple Avenue Suite 200
Morristown
,
NJ
07960
N/A
PF
Provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative.
25,000
Foundation for Healthy Communities
125 Airport Road
Concord
,
NH
03301
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.
107,500
Organization for Refugee & Immigrant Success (ORIS)
434 Lake Avenue
Manchester
,
NH
03103
N/A
PC
To determine the feasibility of a Manchester Farm to School project that makes locally grown and produced food products available on Manchester School District lunch menus and incorporates experiential nutrition education activities in school curricula by creating an Action Plan to use as the blueprint for the project.
8,093
Granite State College
25 Hall Street
Concord
,
NH
03301
N/A
PC
To enhance health equity across the states workforce sectors by equipping key organizational development leaders in New Hampshire with critical and respectful multi-generational management and leadership competencies to address multi-generational health disparities related to respectful, culturally competent, and collaborative workplace cultures.
12,500
University of New Hampshire
73 Main Street
Durham
,
NH
03820
N/A
PC
This project aims to put equity at the center of NH AHAs work to promote the health and wellbeing of older adults in New Hampshire by developing partners understanding of how and why issues of inequity arise in healthy aging and equipping them with resources and skills for advancing equity.
30,000
New Hampshire Legal Assistance
117 North State Street
Concord
,
NH
03301
N/A
PC
To sustain an effective and sustainable statewide advocacy infrastructure that promotes healthy aging in New Hampshire.
25,000
Granite State Children's Alliance
72 South River Rd Suite 202
Bedford
,
NH
03110
N/A
PC
To establish a trauma-informed, evidence based clinical program to support children and their families who are accessing services on-site at the Greater Lakes Child Advocacy Centers and to replicate this model statewide.
19,740
Granite United Way
22 Concord Street 2
Manchester
,
NH
03101
N/A
PC
To develop a new 5-year strategic plan with the Manchester School District by meaningfully engaging a broader group of people from diverse racial, ethnic, linguistic, socioeconomic and cultural backgrounds
20,000
Organization for Refugee & Immigrant Success (ORIS)
434 Lake Avenue
Manchester
,
NH
03103
N/A
PC
To facilitate and document the promotion and programmatic representation of New American Africans' expressed ethnic community development objectives within ORIS's organizational and programmatic structures.
5,860
Massachusetts Immigrant and Refugee Advocacy Coalition
105 Chauncy Street 9th Floor
Boston
,
MA
02111
N/A
PC
To promote healthy New Hampshire communities which welcome immigrants and refugees by facilitating inclusive community collaboration, assisting a learning collaborative of integration practitioners and community leaders to share best practices and collectively address ongoing challenges experienced by immigrants and refugees in NH.
60,000
Foundation for Healthy Communities
125 Airport Road
Concord
,
NH
03301
N/A
PC
The Licensure Review Project will conduct a review of licensure regulations for a broad array of health care providers and provide recommendations on opportunities to remove barriers, increase efficiencies, and support workforce development for the health care workers.
12,500
Trustees of Dartmouth College
11 Rope Ferry Road
Hanover
,
NH
037551421
N/A
PC
The Clinical Placements Project will conduct an environmental scan of the community placement process that supports health care clinical training experiences in New Hampshire.
75,000
Sunset Hill Educational Institute
PO Box 435
South Sutton
,
NH
03273
N/A
PC
To provide individuals living with disability in New Hampshire access to health and wellness activities and education in a peer-driven social environment by digitally connecting them to a virtual exercise and learning hub at the Sunset Hill Educational Institute (SHEI) facility where they can remote conference from their home with SHEI staff and other peers.
2,100
The Diversity Workforce Coalition
PO Box 927
Manchester
,
NH
03105
N/A
PC
To deliver a highly engaging, experiential and provocative keynote address regarding equity, diversity and inclusion.
5,000
New Hampshire Public Health Association
4 Park Street
Ascheim
,
NH
03301
N/A
PC
To build and focus advocacy capacity for the future through the consultation with b-fresh consulting.
6,730
New Futures
100 North Main Street Suite 400
Concord
,
NH
03301
N/A
PC
To develop a public policy action plan which will provide coordinated communications, needs assessments, and a package of governmental policy actions, to assist in the immediate delivery of services and to help stabilize the financials of an already fragile health care delivery system.
25,000
Granite United Way
22 Concord Street 2
Manchester
,
NH
03101
N/A
PC
To help the United Way provide resources to organizations and people impacted by COVID-19.
50,000
United Way of the Greater Seacoast
112 Corporate Drive Unit 3
Portsmouth
,
NH
03801
N/A
PC
To help the United Way provide resources to NH organizations and people impacted by COVID-19.
50,000
Monadnock United Way
23 Center Street
Keene
,
NH
03431
N/A
PC
To help the United Way provide resources to organizations and people impacted by COVID-19.
50,000
United Way of Greater Nashua Inc
20 Broad Street
Nashua
,
NH
03064
N/A
PC
To help the United Way provide resources to organizations and people impacted by COVID-19.
50,000
Sullivan County NH
14 Main Street
Newport
,
NH
037731548
N/A
GOV
To provide resources to organizations and people impacted by COVID-19 in the Sullivan County.
10,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state.
10,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state.
10,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To improve the supply of health care workers in New Hampshire by better aligning health care workforce initiatives, addressing gaps and minimizing redundancies through a comprehensive plan for the state.
10,000
University of New Hampshire
73 Main Street
Durham
,
NH
03820
N/A
PC
To provide evidence-informed training for early intervention and early childhood providers to increase the capacity of their interdisciplinary teams to care for infants impacted by opioids and other substances and their families.
7,500
New Hampshire School Funding Fairness Project
PO Box 921
Concord
,
NH
03302
N/A
PC
To expand the reach of, and to develop new audiences for, the NH School Funding Fairness Project's public education efforts by creating and disseminating video versions of its "School Funding and Property Taxes" presentation.
7,444
New England Blacks in Philanthropy
101 Federal Street
Boston
,
MA
02110
N/A
PC
To help individuals and philanthropic institutions and other funding organizations make better informed decisions within communities of color and with direct input from representatives of those diverse populations by providing tools and resources needed to enhance knowledge.
2,500
New Futures
100 North Main Street Suite 400
Concord
,
NH
03301
N/A
PC
To encourage alignment, coordination and promotion of best practices across all early childhood coalitions in the state by facilitating a community of practice.
56,700
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To put issues of race and equity at the center of civic engagement in NH civic institutions and public life by developing the combination of knowledge, skills, and motivation to make that difference.
10,000
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To initiate a change in NH's Law Enforcement/Criminal Justice culture towards one of improved equity and acceptance by development and implementation of an implicit bias training program for NH's law enforcement/criminal justice sector personnel.
10,000
New Hampshire Children's Trust Inc
10 Ferry St Suite 307
Concord
,
NH
03301
N/A
PC
To strengthen families throughout New Hampshire and reduce incidences of abuse and neglect by implementing a public awareness campaign focused on Family Resource Centers and the programs they offer
37,000
Saint Anselm College
100 Saint Anselm Drive
Manchester
,
NH
03102
N/A
PC
To translate science into socially equitable and community resilience building practice and policy by enabling the development of problem based learning games to teach antiracist practices and improve cultural competence in industry settings for youth and adults.
15,575
Health Strategies of New Hampshire
One Pillsbury Street Suite 301
Concord
,
NH
03301
N/A
POF
To organize for systems change for racial and economic equity by using an Inclusive Recovery Framework.
15,000
New Hampshire Community Loan Fund
7 Wall Street
Concord
,
NH
03301
N/A
PC
To ensure small businesses and employees negatively impacted by COVID-19 have the resources to pay mortgages, rent and other immediate costs.
25,000
Solutions Journalism Network Inc
79 Madison Ave Suite 224
New York
,
NY
10016
N/A
PC
To assist Laconia Daily Sun with reporting solutions journalism approaches by providing ongoing technical assistance.
5,250
Disabilities Rights Center Inc
64 North Main St 3rd Floor Suite 2
Concord
,
NH
03301
N/A
PC
To advance educational equity for students with disabilities during the COVID-19 pandemic by providing individual and systemic advocacy
20,000
Keene State College
229 Main Street
Keene
,
NH
03435
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
,
NH
03435
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
,
NH
03301
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
,
NH
03824
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
,
NH
03301
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
,
MA
02138
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
,
NH
03302
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
,
NH
033014930
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
,
NH
03301
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
,
MA
02111
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
,
MA
02199
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
,
NH
03301
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
,
NH
03301
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
,
NH
03301
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
,
NH
03301
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
,
NH
03301
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
,
NH
03824
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
,
MA
02215
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
,
NH
03301
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
,
NH
03301
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.
704
Grantmakers for Effective Organizations
1310 L Street NW Suite 650
Washington
,
DC
20005
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
,
NY
10016
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
,
NH
03060
N/A
GOV
To increase awareness of substance use prevention by hosting a Legislative Breakfast to get the conversation started.
1,315
National Alliance on Mental Illness-New Hampshire
85 N State Street
Concord
,
NH
03301
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
,
NH
03301
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
,
NH
03101
N/A
PC
Provide operating support that leverages other funding for provider trainings for the Recovery Friendly Workplace Initiative.
5,000
Total
.................................
3a
3,283,148
b
Approved for future payment
New Hampshire Center for Nonprofits
194 Pleasant Street Suite 14
Concord
,
NH
03301
N/A
PC
To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system by sustaining the general operations of key NH nonprofits.
50,000
New Hampshire Public Radio
2 Pillsbury St 6th Floor
Concord
,
NH
03301
N/A
PC
To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits.
30,000
New Hampshire Public Health Association
4 Park Street
Ascheim
,
NH
03301
N/A
PC
To ensure quality advocacy, nonprofit capacity building and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits.
75,000
New Hampshire Fiscal Policy Institute
64 North Main Street 3rd floor
Concord
,
NH
03301
N/A
PC
To ensure quality advocacy and knowledge development for the health system in NH by sustaining the general operations of key NH nonprofits.
75,000
Early Learning New Hampshire
2 Delta Drive
Concord
,
NH
03301
N/A
PC
To promote the importance of investing in early childhood by using a range of messaging tools.
114,710
The Gerontological Society of America
1220 L St NW Ste 901
Washington
,
DC
20005
N/A
PC
To build momentum in changing the conversation about aging in New Hampshire by strengthening local capacity and connections to the National Reframing Aging Network.
10,000
Nackey S Loeb School of Communication
749 East Industrial Park Drive
Manchester
,
NH
03109
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.
56,513
Keene State College
229 Main Street
Keene
,
NH
03435
N/A
PC
To assess the current status and progress in development of the Early Childhood field
35,000
University of New Hampshire
73 Main Street
Durham
,
NH
03820
N/A
PC
To engage and empower a diverse set of constituents to actively work to find common ground around policy solutions addressing health, social, and public health systems in New Hampshire by identifying key health policy shifts, researching and analyzing impacts using focused data points, disseminating information to describe implications of policies, and developing processes to prioritize and shape policy pathways.
200,000
Makin' It Happen Coalition for Resilient Youth Inc
One Sundial Avenue Suite 219N
Manchester
,
NH
03103
N/A
PC
To guide the state's efforts to expand its capacity to recognize, respond, connect and support individuals at risk for suicide by developing a strategic plan for the New Hampshire Suicide Prevention Council.
17,100
Total
.................................
3b
663,323
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
1,082
4
Dividends and interest from securities
....
14
1,037,589
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
525990
58
18
1,590,689
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)
..
58
2,629,360
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,629,418
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description