Form990-PF
Click to see attachment
Click to see attachmentClick 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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Maine Health Access Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)150 Capitol Street 4
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Augusta, ME04330
A Employer identification number

01-0535144
B Telephone number (see instructions)

(207) 620-8266
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$148,903,939J 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) 18,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 262 262  
4 Dividends and interest from securities... 1,214,910 1,214,910  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 14,157,347
b Gross sales price for all assets on line 6a 44,779,551
7 Capital gain net income (from Part IV, line 2)... 14,157,347
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)....... Click to see attachment 21,604 366,216  
12 Total. Add lines 1 through 11........ 15,412,623 15,738,735  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 240,048 12,002   228,046
14 Other employee salaries and wages...... 677,175 9,259   667,916
15 Pension plans, employee benefits....... 257,498 1,569   255,929
16a Legal fees (attach schedule)......... Click to see attachment 12,106 0   12,106
b Accounting fees (attach schedule)....... Click to see attachment 26,750 2,000   24,750
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 80,000 0   0
19 Depreciation (attach schedule) and depletion... 14,713 0  
20 Occupancy.............. 110,260 0   110,260
21 Travel, conferences, and meetings....... 10,701 0   10,701
22 Printing and publications.......... 24,356 0   24,356
23 Other expenses (attach schedule)....... Click to see attachment 1,045,261 589,702   469,285
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,498,868 614,532   1,803,349
25 Contributions, gifts, grants paid....... 7,015,909 4,328,314
26 Total expenses and disbursements. Add lines 24 and 25 9,514,777 614,532   6,131,663
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,897,846
b Net investment income (if negative, enter -0-) 15,124,203
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 80,851 40,975 40,975
2 Savings and temporary cash investments......... 1,125,513 1,271,258 1,271,258
3 Accounts receivable bullet5,000
Less: allowance for doubtful accounts bullet     5,000 5,000
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 61,377 77,947 77,947
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 134,899,691 Click to see attachment147,306,291 147,306,291
14 Land, buildings, and equipment: basis bullet185,292
Less: accumulated depreciation (attach schedule) bullet152,824 28,644 Click to see attachment32,468 32,468
15 Other assets (describe bullet) Click to see attachment35,000 Click to see attachment170,000 Click to see attachment170,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 136,231,076 148,903,939 148,903,939
Liabilities 17 Accounts payable and accrued expenses.......... 33,279 36,123
18 Grants payable................. 325,000 3,012,595
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) Click to see attachment195,000 Click to see attachment60,000
23 Total liabilities (add lines 17 through 22)......... 553,279 3,108,718
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 135,677,797 145,795,221
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 135,677,797 145,795,221
30 Total liabilities and net assets/fund balances (see instructions). 136,231,076 148,903,939
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
135,677,797
2
Enter amount from Part I, line 27a .....................
2
5,897,846
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,219,578
4
Add lines 1, 2, and 3 ..........................
4
145,795,221
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
145,795,221
Form 990-PF (2021)
Form 990-PF (2021)
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 44,779,551   30,622,204 14,157,347
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       14,157,347
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 14,157,347
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 210,226
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- ..... 5 210,226
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 362,076
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 362,076
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 10 151,850
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet151,850 RefundedBullet 11 0
Part VI-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 the instructions
for the 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletME
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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
     
    No
    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.mehaf.org
    14
    The books are in care ofbulletBarbara Leonard MPH Telephone no.bullet (207) 620-8266

    Located atbullet150 Capitol Street 4AugustaME ZIP+4bullet04330
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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
    Barbara Leonard President & CEO
    40.00     		213,698 26,350 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Roy Hitchings Jr FACHE Trustee
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Dennis King FACHE Trustee
    3.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Michael Lambke MD Trustee
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Samuela Manages MD FAAFP Trustee
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Anthony Marple MBA Trustee (end 4/2021)
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Edward Miller MS Trustee
    3.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Claudette Ndayininahaze Trustee
    3.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Grace Odimayo DMD Trustee
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Clarissa Sabattis RN Trustee
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Abdulkerim Said BASc HRTCA CHW Trustee
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Ian Yaffe Trustee
    2.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Constance Adler MD FAAFP Chair (end 4/2021)
    5.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Catherine Ryder LCPC ACS Chair
    5.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Toho Soma MPH Vice Chair
    3.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Bruce Nickerson CPA Treasurer (end 4/2021)
    4.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Odette Thurston Treasurer
    4.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    Susan Roche Esq Secretary
    3.00     		0 0 0
    150 Capitol Street Suite 4
    Augusta,ME04330
    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
    Ruta Kadanoff Vice President for P
    40.00     		120,083 19,828 0
    150 Capitol Street
    Augusta,ME04330
    Margo Beland Finance Manager
    40.00     		92,586 15,688 0
    150 Capitol Street
    Augusta,ME04330
    Jake Grindle Senior Program Offic
    40.00     		78,725 27,185 0
    150 Capitol Street
    Augusta,ME04330
    Charles Dwyer Senior Program Offic
    40.00     		80,768 15,413 0
    150 Capitol Street
    Augusta,ME04330
    Frank Martinez Nocito Program Officer
    40.00     		63,506 31,420 0
    150 Capitol Street
    Augusta,ME04330
    Total number of other employees paid over $50,000...................bullet 4
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    Silchester International Investors Investment fees 197,071
    780 Third Avenue 42nd Floor
    New York,NY10017
    Prime Buchholz & Associates Investment advisory 99,214
    40 Pleasant Street
    Portsmouth,NH03801
    Partnerships for Health Consulting and evaluations 57,268
    169 Boone Square Street 196
    Hillsborough,NC27278
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 Health Equity Capacity Building: Staff, consultant, and evaluator support to implement the Health Equity Capacity Building Program, which focuses on community-based organizations that are led by individuals from populations that experience inequitable health burdens and disparities in quality of care, and that address the needs of such populations. Specifically, this includes grantee-determined technical assistance and support to wrap around grant funds. In 2021, a program redesign effort involved significant staff time as well as stipends for grantees who participated in advising the planning process. 154,685
    2 Oral Health: Staff and consultant expenses to coordinate activities of the Maine Oral Health Funders group and to participate in and help to lead ongoing safety net oral health system development in Maine. 59,000
    3 Health Advocacy: Staff and consultant expenses to implement this program that supports key advocacy organizations that represent health care and health issues and populations that are MeHAF priorities. 48,140
    4 Healthy Aging: Extensive oversight and coordination by staff of assessment activities, as well as development and completion of a report on Adult Day Services by the University of Southern Maine. 30,190
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    141,745,620
    b
    Average of monthly cash balances.......................
    1b
    2,304,365
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    144,049,985
    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
    144,049,985
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,160,750
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    141,889,235
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,094,462
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    7,094,462
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    210,226
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    3,647
    c
    Add lines 2a and 2b............................
    2c
    213,873
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,880,589
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    63,984
    5
    Add lines 3 and 4............................
    5
    6,944,573
    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 XII, line 1 ...
    7
    6,944,573
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 6,944,573
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,703,518
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,131,663
    a Applied to 2020, but not more than line 2a 4,703,518
    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 2021 distributable amount..... 1,428,145
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		5,516,428
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    Holly Irish Grants Manager
    150 Capitol Street Suite 4
    Augusta,ME04330
    (207) 620-8266
    hirish@mehaf.org
    bThe form in which applications should be submitted and information and materials they should include:
    Grant applications are submitted via MeHAF's on-line grants management system, which can be accessed via the Grants Center on the MeHAF website: http://www.mehaf.org/grants-center/grantseekers. Questions regarding grant submission can be directed to Holly Irish, the Grants Manager. Questions about specific funding opportunities are typically directed to individual program staff supervising the grant program. The responsible staff person is listed in each request for proposals (RFP) which are posted on the MeHAF website (www.mehaf.org).
    cAny submission deadlines:
    All submission deadlines are outlined and available on the Foundation's website: www.mehaf.org.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Foundation generally limits its grant awards offered through competitive RFPs to 501(c)(3) tax-exempt charitable organizations, educational institutions, governmental entities, tribal organizations, or other public, non-profit entities. Private foundations, fiscal sponsorships and organizations with pending non-profit status are occasionally eligible to receive funding; such entities must contact the foundation prior to application to ensure appropriate due diligence. MeHAF primarily funds Maine-based organizations; however, qualified organizations from outside the state may apply for funding if the project activities focus on Maine's health care system or Maine residents. Individuals are ineligible to receive MeHAF grants.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AARP Foundation
    601 E Street NW
    Washington,DC20049     		N/A PC Operating Support for Health Advocacy 25,000
    ACLU of Maine Foundation
    PO Box 7860
    Portland,ME04112     		N/A PC Operating Support for Health Advocacy 25,000
    AdCare Educational Institute of Maine
    6 E Chestnut Street
    Augusta,ME04330     		N/A PC 3rd Annual Governor Mills' Opioid Response Summit 10,000
    Amistad Inc
    PO Box 992
    Portland,ME04104     		N/A PC Health Equity Capacity Building; COVID-19 Response 38,000
    Aroostook Area Agency on Aging Inc
    260 Main Street Suite B
    Presque Isle,ME04769     		N/A PC COVID-19 Response 27,000
    Aroostook County Action Program Inc
    771 Main Street
    Presque Isle,ME04769     		N/A PC Rural Housing Initiatives; COVID-19 Response 37,000
    Aroostook Mental Health Services Inc (dba AMHC)
    180 Academy Street
    Presque Isle,ME04769     		N/A PC COVID-19 Response 8,000
    Bangor Area Recovery Network Inc (aka BARN)
    142 Center Street
    Brewer,ME04412     		N/A PC COVID-19 Response 8,000
    Bangor Region YMCA
    17 Second Street
    Bangor,ME04401     		N/A PC Alzheimer's and Parkinson's wellness programs 10,000
    Blue Cross Blue Shield of Massachusetts Foundation Inc
    101 Huntington Avenue Suite 1300
    Boston,MA021997611     		N/A PF 2021 Health Coverage Fellowship 20,000
    Brunswick Area Respite Program
    PO Box 668
    Bath,ME045300668     		N/A PC COVID-19 Response 7,000
    Central Maine Medical Center (CMMC)
    300 Main Street
    Lewiston,ME04240     		N/A PC Expanding Health Equity Through Faculty Development 5,876
    City of Portland - Office of Elder Affairs
    1145 Brighton Avenue
    Portland,ME04102     		N/A GOV COVID-19 Response 5,000
    Community Concepts
    240 Bates Street
    Lewiston,ME04240     		N/A PC Oral and Dental Health for Women and Children 19,828
    Community Dental
    190 Park Avenue
    Portland,ME04102     		N/A PC Expanding Access to Dental Care with Sedation Services 10,000
    Consumers for Affordable Health Care
    PO Box 2490
    Augusta,ME043382490     		N/A PC Health Advocacy, Engagement, and Barriers to Care 145,000
    Daniel Hanley Center for Health Leadership
    PO Box 4606
    Portland,ME04112     		N/A PC Health Leadership Empowerment in Minority Communities 25,000
    Defend Our Health
    565 Congress Street
    Portland,ME04101     		N/A PC Healthy Housing for New Mainers 30,000
    Disability Rights Maine
    160 Capitol Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 25,000
    Downeast Community Partners
    248 Bucksport Road
    Ellsworth,ME04605     		N/A PC COVID-19 Response 15,000
    Eastern Area Agency on Aging
    240 State Street
    Brewer,ME04412     		N/A PC COVID-19 Response 20,000
    Elder Abuse Institute of Maine
    135 Maine Street
    Brunswick,ME04011     		N/A PC Restorative Approaches to Elder Justice 25,000
    Ellsworth Free Medical Clinic
    248 State Street Suite 16
    Ellsworth,ME04605     		N/A PC COVID-19 Response 7,000
    EqualityMaine Foundation
    PO Box 1951
    Portland,ME04104     		N/A PC Health and Wellness of LGBTQ and Elders; Advocacy 35,000
    Friends of the Portland Community Free Clinic
    161 Conant Street
    Westbrook,ME04092     		N/A PC COVID-19 Response 10,000
    HOME Inc
    90 Schoolhouse Road
    Orland,ME04472     		N/A PC COVID-19 Response 5,000
    Hand In HandMano En Mano
    PO Box 573
    Milbridge,ME04658     		N/A PC Capacity Building; Bilingual Health Equity 100,000
    Health Equity Alliance
    304 Hancock Street
    Bangor,ME04401     		N/A PC Health Equity; COVID-19 Response 33,000
    Healthy Acadia
    140 State Street
    Ellsworth,ME04605     		N/A PC COVID-19 Response 13,000
    Healthy Peninsula
    PO Box 945
    Blue Hill,ME04614     		N/A PC Age-Friendly Planning After COVID 30,000
    Homeless Services of Aroostook
    PO Box 1753
    Presque Isle,ME04769     		N/A PC COVID-19 Response 5,000
    Hope Acts
    PO Box 7615
    Portland,ME04112     		N/A PC Addressing Urgent Needs of Asylum Seekers 10,000
    Immigrant Legal Advocacy Project (ILAP)
    PO Box 17917
    Portland,ME04112     		N/A PC General Operating Support 1,400
    In Her Presence
    179 Mechanic Street
    Westbrook,ME04092     		N/A PC Capacity Building; Provider and Operating Support 138,300
    Kennebec Behavioral Health
    67 Eustis Parkway
    Waterville,ME04901     		N/A PC Trauma-Informed Health Equity 5,000
    Kennebec Valley Dental Coalition Inc (dba Waterville Community Dental)
    2 Evergreen Drive
    Oakland,ME04963     		N/A PC Virtual Dental Services for Rural Care 50,000
    Kennebec Valley Family Dentistry
    Ballard Center Suite 420
    Augusta,ME04330     		N/A PC Purchase of an Airflow Prophylaxis Master 9,961
    Knox County Homeless Coalition
    PO Box 1696
    Rockland,ME04841     		N/A PC COVID-19 Response 10,000
    Larry Labonte Recovery Center
    412 Waldo Street
    Rumford,ME042761615     		N/A PC COVID-19 Response 5,000
    Mabel Wadsworth Center
    700 Mt Hope Avenue Suite 420
    Bangor,ME04401     		N/A PC Health Equity Capacity Building 30,000
    Maine Access Immigrant Network
    237 Oxford Street Suite 25A
    Portland,ME04101     		N/A PC Health Equity Capacity Building; COVID-19 Response 50,000
    Maine Access Points
    51 Harpswell Road Suite 500
    Brunswick,ME04011     		N/A PC Peer-Led Harm Reduction in Maine's Rural Communities 60,000
    Maine Behavioral Health Foundation
    295 Water Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 30,000
    Maine Boys to Men
    170 US Route 1 Suite 230
    Falmouth,ME04105     		N/A PC Reducing Sexism and Violence Program in Tribal Communities 7,500
    Maine Center for Economic Policy
    One Weston Court Suite 103
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy; Policy Insight Conference 47,000
    Maine Chapter American Academy of Pediatrics
    30 Association Drive
    Manchester,ME04351     		N/A PC Support for Substance Abuse Disorders 30,000
    Maine Children's Alliance
    331 State Street
    Augusta,ME04330     		N/A PC Health Advocacy; Policy Convening; MCH Racial Inequities 53,436
    Maine Community Foundation
    245 Main Street
    Ellsworth,ME04605     		N/A PC Health Care in BIPOC communities; Leadership; Oral Health; SUD; COVID-19 475,000
    Maine Council On Aging
    PO Box 988
    Brunswick,ME04011     		N/A PC Health Advocacy; Leadership Award; Municipal Health Data; Equity and Aging 97,000
    Maine Dental Health Outreach
    45 Greenwood Terrace
    Winthrop,ME04364     		N/A PC COVID-19 Response 10,000
    Maine Development Foundation
    2 Beech Street
    Hallowell,ME04347     		N/A PC General Operating Support 1,000
    Maine Equal Justice Partners
    126 Sewall Street
    Augusta,ME04330     		N/A PC Coverage for Immigrants; Health Advocacy; Rulemaking 145,000
    Maine Family Planning
    PO Box 587
    Augusta,ME043320587     		N/A PC Health Advocacy and Operating Support 25,900
    Maine Hospice Council Inc
    PO Box 2239
    Augusta,ME043382239     		N/A PC Rural Palliative Care 29,998
    Maine Immigrants' Rights Coalition
    24 Preble Street
    Portland,ME04101     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Initiatives
    56 North Street Suite 100
    Portland,ME04101     		N/A PC Immigrant and Refugee Programs; Health Needs Assessment 370,000
    Maine Inside Out
    PO Box 15168
    Portland,ME04112     		N/A PC The Landing Spot 30,000
    Maine Long-Term Care Ombudsman Program
    61 Winthrop Street
    Augusta,ME04332     		N/A PC Engaging and Empowering Direct Care Workers 29,166
    Maine Medical Education Trust
    30 Association Drive
    Manchester,ME04351     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Mental Health Connections Inc
    2 Second Street
    Bangor,ME04401     		N/A PC Operating Support; Health Equity Capacity Building 30,000
    Maine Mobile Health Program
    9 Green Street
    Augusta,ME04332     		N/A PC Health Advocacy; COVID-19 Response 30,000
    Maine People's Resource Center
    565 Congress Street 200
    Portland,ME04101     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Philanthropy Center
    USM Glickman Family Library
    Portland,ME041049301     		N/A PC General Operating Support 7,500
    Maine Primary Care Association
    73 Winthrop Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Prisoner Re-Entry Network
    PO Box 7157
    Lewiston,ME04240     		N/A PC COVID-19 Response 8,000
    Maine Public Health Association
    122 State Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Public
    1450 Lisbon Street
    Lewiston,ME04240     		N/A PC General Operating Support 5,000
    Maine Resilience Building Network
    PO Box 333
    Manchester,ME04351     		N/A PC Reframing Public Health Through Community Resiliency 10,000
    Maine Sea Coast Mission
    127 West Street
    Bar Harbor,ME04609     		N/A PC COVID-19 Response 10,000
    Maine Transgender Network Inc
    511 Congress Street
    Portland,ME04101     		N/A PC Capacity Building; Transgender Health Care Database; Health Advocacy 65,000
    Maine Women's Lobby Education Fund
    295 Water Street
    Augusta,ME04330     		N/A PC Older Women in Maine Program 49,478
    MaineGeneral Rehabilitation and Long Term Care
    37 Graybirch Drive
    Augusta,ME043308160     		N/A PC Long Term Care Programs; COVID-19 Response 13,000
    MaineHealth
    22 Bramhall Street
    Portland,ME04102     		N/A PC Medicare Resources; Gender/Sex Education; CHNA 101,000
    Medical Care Development
    11 Parkwood Drive
    Augusta,ME04330     		N/A PC Community Health Worker Initiatives; Community Connection Centers 55,000
    Mi'kmaq Nation
    7 Northern Road
    Presque Isle,ME04769     		N/A GOV Operating Support for Health Equity Capacity Building 25,000
    Mid-Coast Health Net Inc
    22 White Street
    Rockland,ME04841     		N/A PC Community Survey; COVID-19 Response 15,000
    Mid-Maine Homeless Shelter & Services
    19 Colby Street
    Waterville,ME04901     		N/A PC COVID-19 Response 8,000
    Midcoast Community Alliance (dba Midcoast Youth Center)
    4 Old Brunswick Road
    Bath,ME04530     		N/A PC On-site Social Worker at Midcoast Youth Center 7,000
    Midcoast Conservancy
    PO Box 439
    Edgecomb,ME04556     		N/A PC General Operating Support 1,800
    Milestone Recovery
    65 India Street
    Portland,ME04101     		N/A PC COVID-19 Response 5,000
    Mindbridge
    428 Fore Street
    Portland,ME04101     		N/A PC Healing Racial Trauma Initiative 30,000
    New England Arab American Organization
    426 Bridge Street
    Portland,ME04101     		N/A PC Arab and Muslin Resilience; Health Access 129,195
    New Mainers Public Health Initiative
    276 Lisbon street
    Lewiston,ME04240     		N/A PC Operating Support for Health Equity Capacity Building 30,000
    Nibezun
    PO Box 387
    Old Town,ME04468     		N/A PC Homeopathic Community Clinic 10,000
    Northern Light Health
    43 Whiting Hill Road
    Brewer,ME04412     		N/A PC Workforce Development for Immigrants 58,000
    Oasis Health Network Inc
    66 Baribeau Drive Suite 9/10
    Brunswick,ME04011     		N/A PC COVID-19 Response 10,000
    OUT Maine
    PO Box 1723
    Rockland,ME04841     		N/A PC LGBTQ+ Youth Health Services 50,000
    Penobscot Bay YMCA
    120 Union Street
    Rockport,ME04856     		N/A PC Voices From Knox County - Pathways to Equity 50,000
    Penobscot Community Health Care
    103 Maine Avenue
    Bangor,ME04402     		N/A PC COVID-19 Response 5,000
    PIR2Peer Recovery Community Center
    11 A High Street
    East Millinocket,ME044301218     		N/A PC COVID-19 Response 5,000
    Planned Parenthood of Northern New England
    784 Hercules Drive Suite 110
    Colchester,VT05446     		N/A PC Operating Support for Health Advocacy 25,000
    Portland Adult Education
    14 Locust Street
    Portland,ME04101     		N/A GOV Foreign-trained Health Professional Licensing 24,000
    Portland Recovery Community Center
    468 Forest Avenue
    Portland,ME04103     		N/A PC COVID-19 Response 18,000
    Preble Street
    38 Preble Street
    Portland,ME04101     		N/A PC COVID-19 Response 5,000
    Resources for Organizing and Social Change
    ROSC c/o Sass Linneken
    Augusta,ME043382444     		N/A PC Operating Support for Health Advocacy 33,000
    Rest Center - Recovery Employment Support Training
    205 Main Street
    Lewiston,ME042407018     		N/A PC COVID-19 Response 5,000
    Restorative Justice Institute of Maine
    142 High Street
    Portland,ME04101     		N/A PC Community Resilience; COVID-19 Response 58,000
    Rockland District Nursing Association
    PO Box 1713
    Rockland,ME04841     		N/A PC COVID-19 Response 10,000
    Rumford Group Homes Inc
    201 Knox Street
    Rumford,ME04276     		N/A PC COVID-19 Response 10,000
    SafeBAE
    32 Broad Cove Road
    Cape Elizabeth,ME04107     		N/A PC SafeBAE Certified Schools Program 50,000
    SAGE Maine - a program of EqualityMaine
    PO Box 1951
    Portland,ME04104     		N/A PC Inclusive Aging Services for LGBT Older Adults 30,000
    Saving Smiles of Maine
    PO Box 119
    Windsor,ME04363     		N/A PC COVID-19 Response 10,000
    SeniorsPlus
    8 Falcon Road
    Lewiston,ME04240     		N/A PC COVID-19 Response 20,000
    Somali Bantu Community Association of Lewiston Maine
    145 Pierce Street
    Lewiston,ME04240     		N/A PC Operating Support for Health Equity Capacity Building 25,000
    Southern Maine Agency on Aging
    30 Barra Road
    Biddeford,ME04005     		N/A PC COVID-19 Response 30,000
    Southern Maine Workers' Center
    56 North Street
    Portland,ME04101     		N/A PC Support for Health Advocacy and Capacity Building 50,000
    Spectrum Generations
    One Weston Center
    Augusta,ME04338     		N/A PC COVID-19 Response 35,000
    State of Maine Dept of Public Safety Maine Emergency Medical Services
    45 Commerce Drive Suite 1
    Augusta,ME04333     		N/A GOV EMS Professional Recruitment and Retention 36,391
    Sunrise Opportunities
    PO Box 88
    Machias,ME04654     		N/A PC COVID-19 Response 7,000
    Survivor Speak USA
    1 Walker Street
    Portland,ME04102     		N/A PC Operating Support for Health Equity Capacity Building 30,000
    The Commons at Central Hall
    152 E Main Street
    DoverFoxcroft,ME04426     		N/A PC Community Health Worker Training 5,000
    The Root Cellar
    89 Birch Street
    Lewiston,ME04240     		N/A PC COVID-19 Response 15,000
    Town of Jackman Community Health Advisory Team (CHAT)
    369 Main Street
    Jackman,ME04945     		N/A GOV Community Care Physician Extender 50,000
    Town of Mount Vernon Aging in Place Committee
    1997 North Road
    Mount Vernon,ME04352     		N/A GOV Health and Safety Needs of Aging Citizens 20,000
    Tri-County Mental Health Services
    PO Box 2008
    Lewiston,ME042412008     		N/A PC Somali Community Recovery 31,000
    University of Maine Center on Aging
    Camden Hall
    Bangor,ME044014324     		N/A GOV 2021 UM Clinical Geriatrics Colloquium 2,000
    Wabanaki Public Health
    1 Merchant Plaza 4th Floor
    Bangor,ME04401     		N/A PC Leadership Award; Capacity Building; Elder Services; Maternal and Child Health 171,800
    Western Maine Addiction Recovery Initiative
    235 Main Street 3
    Norway,ME04268     		N/A PC COVID-19 Response 5,000
    York County Shelters Program Inc
    24 George Road
    Alfred,ME04002     		N/A PC COVID-19 Response 10,000
    York Hospital
    18 Williams Street
    York,ME03909     		N/A PC Assess for Success Program 29,785
    Total .................................bullet 3a 4,328,314
    bApproved for future payment
    AARP Foundation
    601 E Street NW
    Washington,DC20049     		N/A PC Operating Support for Health Advocacy 25,000
    ACLU of Maine Foundation
    PO Box 7860
    Portland,ME04112     		N/A PC Operating Support for Health Advocacy 25,000
    Amistad Inc
    PO Box 992
    Portland,ME04104     		N/A PC Health Equity Capacity Building; COVID-19 Response 75,000
    Aroostook Band of MicMacs
    7 Northern Road
    Presque Isle,ME04769     		N/A GOV Operating Support for Health Equity Capacity Building 100,000
    Consumers for Affordable Health Care
    PO Box 2490
    Augusta,ME043382490     		N/A PC Health Advocacy, Engagement, and Barriers to Care 45,000
    Disability Rights Maine
    160 Capitol Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 25,000
    EqualityMaine Foundation
    PO Box 1951
    Portland,ME04104     		N/A PC Health and Wellness of LGBTQ and Elders; Advocacy 25,000
    Hand In HandMano En Mano
    PO Box 573
    Milbridge,ME04658     		N/A PC Capacity Building; Bilingual Health Equity 150,000
    Health Equity Alliance
    304 Hancock Street
    Bangor,ME04401     		N/A PC Health Equity; COVID-19 Response 25,000
    In Her Presence
    179 Mechanic Street
    Westbrook,ME04092     		N/A PC Capacity Building; Provider and Operating Support 125,000
    Kennebec Valley Dental Coalition Inc (dba Waterville Community Dental)
    2 Evergreen Drive
    Oakland,ME04963     		N/A PC Virtual Dental Services for Rural Care 50,000
    Mabel Wadsworth Center
    700 Mount Hope Avenue Suite 420
    Bangor,ME04401     		N/A PC Health Equity Capacity Building 100,000
    Maine Access Immigrant Network
    237 Oxford Street Suite 25A
    Portland,ME04101     		N/A PC Health Equity Capacity Building; COVID-19 Response 75,000
    Maine Access Points
    51 Harpswell Road Suite 500
    Brunswick,ME04011     		N/A PC Peer-Led Harm Reduction in Maine's Rural Communities 50,000
    Maine Behavioral Health Foundation
    295 Water Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Center for Economic Policy
    One Weston Court Suite 103
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy; Policy Insights 45,000
    Maine Children's Alliance
    331 State Street
    Augusta,ME04330     		N/A PC Health Advocacy, Policy, and Minority Support 25,000
    Maine Community Foundation
    245 Main Street
    Ellsworth,ME04605     		N/A PC Grants for Healthcare, Minority Support, and COVID-19 250,000
    Maine Council On Aging
    PO Box 988
    Brunswick,ME04011     		N/A PC Data and Programs to Improve Health and Culture 75,000
    Maine Equal Justice Partners
    126 Sewall Street
    Augusta,ME04330     		N/A PC Immigrant Support; Health Advocacy; Operations 95,000
    Maine Family Planning
    PO Box 587
    Augusta,ME043320587     		N/A PC Health Advocacy and Operating Support 25,000
    Maine Immigrants' Rights Coalition
    24 Preble Street
    Portland,ME04101     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Long-Term Care Ombudsman Program
    61 Winthrop Street
    Augusta,ME04332     		N/A PC Engaging and Empowering Direct Care Workers 4,000
    Maine Medical Education Trust
    30 Association Drive
    Manchester,ME04351     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Mental Health Connections Inc
    2 Second Street
    Bangor,ME04401     		N/A PC Operating Support; Health Equity Capacity Building 100,000
    Maine Mobile Health Program
    9 Green Street
    Augusta,ME04332     		N/A PC Health Advocacy; COVID-19 Response 25,000
    Maine People's Resource Center
    565 Congress Street 200
    Portland,ME04101     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Primary Care Association
    73 Winthrop Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Public Health Association
    122 State Street
    Augusta,ME04330     		N/A PC Operating Support for Health Advocacy 25,000
    Maine Transgender Network Inc
    511 Congress Street
    Portland,ME04101     		N/A PC Capacity Building; Health Advocacy 100,000
    MaineHealth
    22 Bramhall Street
    Portland,ME04102     		N/A PC Medicare Resources 50,000
    New England Arab American Organization
    426 Bridge Street
    Portland,ME04101     		N/A PC Arab and Muslin Resilience; Health Access 193,595
    New Mainers Public Health Initiative
    276 Lisbon street
    Lewiston,ME04240     		N/A PC Operating Support for Health Equity Capacity Building 75,000
    Northern Light Health
    43 Whiting Hill Road
    Brewer,ME04412     		N/A PC Workforce Development for Immigrants 50,000
    OUT Maine
    PO Box 1723
    Rockland,ME04841     		N/A PC LGBTQ+ Youth Health Services 50,000
    Penobscot Bay YMCA
    120 Union Street
    Rockport,ME04856     		N/A PC Voices From Knox County - Pathways to Equity 50,000
    Planned Parenthood of Northern New England
    784 Hercules Drive Suite 110
    Colchester,VT05446     		N/A PC Operating Support for Health Advocacy 25,000
    Resources for Organizing and Social Change
    ROSC c/o Sass Linneken
    Augusta,ME043382444     		N/A PC Operating Support for Health Advocacy 25,000
    Restorative Justice Institute of Maine
    142 High Street
    Portland,ME04101     		N/A PC Community Resilience 50,000
    SafeBAE
    32 Broad Cove Road
    Cape Elizabeth,ME04107     		N/A PC SafeBAE Certified Schools Program 50,000
    Somali Bantu Community Association of Lewiston Maine
    145 Pierce Street
    Lewiston,ME04240     		N/A PC Operating Support for Health Equity Capacity Building 100,000
    Southern Maine Workers' Center
    56 North Street
    Portland,ME04101     		N/A PC Support for Health Advocacy and Capacity Building 100,000
    Survivor Speak USA
    1 Walker Street
    Portland,ME04102     		N/A PC Operating Support for Health Equity Capacity Building 100,000
    Town of Mount Vernon Aging in Place Committee
    1997 North Road
    Mount Vernon,ME04352     		N/A GOV Health and Safety Needs of Aging Citizens 30,000
    Wabanaki Public Health
    1 Merchant Plaza 4th Floor
    Bangor,ME04401     		N/A PC Buildings; Elder Services; Maternal and Child Health 275,000
    Total .................................bullet 3b 3,012,595
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 262  
    4 Dividends and interest from securities ....          
    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 14,157,347  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNet adjustment for pass-through income and capital losses     		523000 20,922   366,216  
    b(not recorded on books)       -387,138  
    cOther income     01 21,604  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 20,922 15,373,201 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,394,123
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 All revenue is used to promote affordable and quality healthcare for Maine people.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    Maine Health Access Foundation Inc
     
    Employer identification number

    01-0535144
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    Maine Health Access Foundation Inc
          		Employer identification number
    01-0535144
    Part I
    Contributors
    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
    Wellforce Inc
     
    800 District Avenue Suite 520
     
    Burlington, MA01803

    		$ 13,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Northeast Delta Dental Foundation
     
    314 Forest Avenue
     
    Portland, ME04101

    		$ 5,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Maine Health Access Foundation Inc
          		Employer identification number

    01-0535144
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    Maine Health Access Foundation Inc
          		Employer identification number

    01-0535144
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 26,750 2,000   24,750

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    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
    Blue Cross and Blue Shield of Massachusetts Foundation Inc
          		101 Huntington Avenue Suite 1300
    Boston,MA021997611     		2020-03-09 19,000 The Health Coverage Fellowship is designed to help newspaper, radio, television, and online reporters and editors do a better job covering critical health care issues. Each year twelve journalists are selected from across the country for an intensive nine days and nights of training. Topics include issues that affect the health care of low income and uninsured individuals and families. MeHAF funding supports participation in the program by a Maine journalist. The 2020 Health Coverage Fellowship program was reframed to a distance learning and mentoring format due to the COVID-19 pandemic. 19,000 None September 30, 2020 - September 30, 2021 2021-11-12 MeHAF received narrative and financial reports from the grantee on November 12, 2021. Based on the final reports, all grant funds ($19,000) were expended. Reports (narrative and financial) from previous grants, have been received, reviewed, and approved on a timely basis; to the best of Maine Health Access Foundation's knowledge, the grantee has not diverted any portion of the funds from the purpose of the grant. Upon receipt of narrative and financial reports, the President & CEO reviewed and approved the reports from Blue Cross and Blue Shield of Massachusetts Foundation, and found grant funds were used appropriately.
    Blue Cross and Blue Shield of Massachusetts Foundation Inc
          		101 Huntington Avenue Suite 1300
    Boston,MA021997611     		2021-07-01 20,000 The Health Coverage Fellowship is designed to help newspaper, radio, television, and online reporters and editors better cover critical health care issues. Each year twelve journalists are selected from across the country for an intensive nine days and nights of training. Topics include issues that affect the health care of low-income and uninsured individuals and families. MeHAF funding supports participation in the program by a Maine journalist. 20,000 None   2022-08-11 Narrative and financial reports were due August 11, 2022. To the best of the Maine Health Access Foundation's knowledge, the grantee has not diverted any portion of the funds from the purpose of the grant. MeHAF received narrative and financial reports from the grantee by August 11, 2022. Reports (narrative and financial) from previous grants have been received, reviewed, and approved on a timely basis. Upon receiving narrative and financial reports, the Communications Manager reviewed the information from Blue Cross and Blue Shield of Massachusetts Foundation and ensured the appropriate use of grant funds. The review was completed by August 11, 2022.

    TY 2021 GeneralExplanationAttachment
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Identifier Return Reference Explanation
    Grant-Making and Charitable Activities Form 990-PF General Explanation The Maine Health Access Foundation (MeHAF) is the state's largest private 501(c)(3) nonprofit health care foundation. Our mission is to promote access to quality health care, especially for those who are uninsured and underserved, and improve the health of everyone in Maine. The foundation is governed by a fifteen-member statewide Board of Trustees and benefits from the guidance of a seventeen-member statewide Community Advisory Committee. MeHAF's current strategic goals are: 1) Ensure equitable access to affordable, quality care (advocacy and outreach for access to care and coverage, rural health, health workforce); 2) Support systemic changes to address critical health issues in Maine (behavioral health, oral health); 3) Advance efforts to improve the health of specific populations (older adults, mothers and children, individuals experiencing disproportionate health inequities); 4) Promote shared leadership to achieve equitable health outcomes for everyone in Maine. To learn more about MeHAF's grantmaking in 2021 and prior years, please see annual reports on the MeHAF website: https://mehaf.org/who-we-are/annual-reports.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Adage Capital Partners FMV 29,818,820 29,818,820
    Adamas Opportunities, L.P. FMV 370,354 370,354
    BlackRock Strategic Income FMV 4,072,947 4,072,947
    Colchester Global LP FMV 3,877,467 3,877,467
    FPA Crescent Fund FMV 7,254,245 7,254,245
    Metropolitan West Total Return FMV 3,961,516 3,961,516
    Nyes Ledge Capital Offshore Fund FMV 5,266,475 5,266,475
    Silchester Internationnal Tobacco Free FMV 19,202,464 19,202,464
    SSGA Real Asset Fund FMV 11,215,588 11,215,588
    Vanguard MSCI FMV 5,105,657 5,105,657
    Vanguard Long Term Treasury FMV 3,291,568 3,291,568
    Vanguard Total International FMV 16,159,301 16,159,301
    Vanguard Total Stock Market Index FMV 20,918,881 20,918,881
    Wellington Emerging Markets FMV 3,908,116 3,908,116
    Farallon F5 Fund FMV 3,187,114 3,187,114
    Wellington SMID FMV 6,579,999 6,579,999
    Generation Global FMV 3,115,779 3,115,779

    TY 2021 LandEtcSchedule2
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Office equipment 185,292 152,824 32,468 32,468


    TY 2021 LegalFeesSchedule
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 12,106 0   12,106


    TY 2021 OtherAssetsSchedule
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Refundable income taxes 35,000 170,000 170,000


    TY 2021 OtherExpensesSchedule
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office supplies & expenses 14,061 0   14,061
    Website development and maintenance 4,489 0   4,489
    Insurance 12,855 0   12,855
    Telecommunications 8,026 0   8,026
    Investment fees 589,702 589,702   0
    Program related expenses: consultants/contracts 2,225 0   2,225
    Program related expenses: conferences 38,963 0   38,963
    Program related expenses: grant management 6,542 0   6,542
    Program related expenses: communications 1,969 0   1,969
    Program related expenses: technical assistance 146,143 0   146,143
    Program related expenses: special projects 25,000 0   25,000
    Program related expenses: miscellaneous 4,690 0   4,690
    Program related expenses: evaluation 91,868 0   91,868
    Program related expenses: needs assessment 97,264 0   97,264
    Payroll Administration 1,464 0   1,464
    Accrual to cash conversion: operating expenses 0 0   13,726


    TY 2021 OtherIncomeSchedule2
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Net adjustment for pass-through income and capital losses 387,138 366,216 387,138
    (not recorded on books) -387,138   -387,138
    Other income 21,604   21,604


    TY 2021 OtherIncreasesSchedule
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Description Amount
    Net unrealized gain on investments 4,155,594
    Recoveries of amounts treated as qualifying distributions 63,984


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Description Beginning of Year - Book Value End of Year - Book Value
    Deferred tax liability 195,000 60,000


    TY 2021 TaxesSchedule
    Name:
    Maine Health Access Foundation Inc
    EIN:
    01-0535144
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise taxes 80,000 0   0