| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Accounting Fees | 27,602 | 0 | 0 | 25,382 |
| 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 Blue Shield of Massachusetts Foundation |
101 Huntington Ave Suite 300 Boston,MA02199 |
2019-09-23 | 19,000 | (FY 2019 Grant ID: 1510.14) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. | 19,000 | No | December 31, 2020. | Report verified December 31, 2020. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 1,000 | (FY 2019 Grant ID: 1950.07) To support the operations of Health Strategies. | 1,000 | No | June 30, 2020 & June 30, 2021 | Reports verified June 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 10,000 | (FY 2019 Grant ID: 2537.04) To strengthen the field of Early Childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | 10,000 | No | June 30, 2020 & June 30, 2021. | June 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 35,000 | (FY 2019 Grant ID: 2655.04) To enhance 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 | No | June 30, 2020 & June 30, 2021 | Report verified June 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-09-23 | 16,132 | (FY 2019 Grant ID: 2758) To measure progress on recommendations made in a 2015 Advocacy Report and to identify potential opportunities, strategies or partners. | 16,132 | No | June 30, 2020 & June 30, 2021. | Reports verified June 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-11-25 | 100,000 | (FY 2020 Grant ID: 2655.05) 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. | 100,000 | No | June 30, 2020 & June 30, 2021. | Reports verified June 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2019-11-25 | 30,000 | (FY 2020 Grant ID: 2679.03) To conduct research, convene key stakeholders and develop community engagement materials to support improved health policy decision-making. | 16,807 | $13,193 was returned to the Endowment. | June 30, 2020 & June 30, 2021. | Reports verified June 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-03-23 | 80,000 | (FY 2020 Grant ID: 2707.01) 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 | No | September 30, 2020 & June 30, 2021. | Reports verified September 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-09-21 | 50,000 | (FY 2020 Grant ID: 2707.02) 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 | No | June 30, 2021 & September 30, 2021. | June 30, 2021 & September 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-09-21 | 10,000 | (FY 2020 Grant ID: 2714.01) 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. | 7,000 | All funds will be expended as intended in the grant. | June 30, 2021 & September 30, 2021. | Final report will be verified on June 30, 2022. | |
|
Fannie E Rippel Foundation |
14 Maple Avenue Suite 200 Morristown,NJ07960 |
2020-01-27 | 25,000 | (FY 2020 Grant ID: 2716.01) To provide operating support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | 25,000 | No | December 30, 2020. | Reports verified December 30, 2020. | |
|
Fannie E Rippel Foundation |
14 Maple Avenue Suite 200 Morristown,NJ07960 |
2020-06-22 | 25,000 | (FY 2020 Grant ID: 2716.02) To provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | 25,000 | All funds will be expended as intended in the grant. | March 31, 2021. | Final report verified March 31, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-04-27 | 10,000 | (FY 2020 Grant ID: 2782) 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 | No | June 30, 2020 & June 30, 2021. | Reports verified June 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-07-16 | 10,000 | (FY 2020 Grant ID: 2782.01) 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 | No | September 30, 2020 & June 30, 2021. | Reports verified September 30, 2020 & June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-09-21 | 10,000 | (FY 2020 Grant ID: 2782.02) 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 | No | June 30, 2021. | Report verified June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-09-21 | 10,000 | (FY 2020 Grant ID: 2788) To put issues of race and equity at the center of civic engagement in NH's civic institutions and public life by developing the combination of knowledge, skills, and motivation to make that difference. | 0 | All funds will be expended as intended in the grant. | Final report due June 30, 2022. | Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-09-21 | 10,000 | (FY 2020 Grant ID: 2789) 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. | 0 | All funds will be expended as intended in the grant. | Final report due June 30, 2022. | Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-09-21 | 15,000 | (FY 2020 Grant ID: 2796) To organize for systems change for racial and economic equity by using an Inclusive Recovery Framework. | 0 | All funds will be expended as intended in the grant. | Final report due June 30, 2022. | Final report will be verified on June 30, 2022. | |
|
Blue Cross Blue Shield of Massachusetts Foundation |
101 Huntington Ave Suite 300 Boston,MA02199 |
2021-01-25 | 20,000 | (FY 2021 Grant ID: 1510.15) To help newspaper, radio, television and online reporters and editors do a better job covering critical health care issues by participating in a comprehensive curriculum designed to enhance their knowledge of complex health policy issues. | 0 | All funds will be expended as intended in the grant. | Report due September 30, 2022. | Final report will be verified September 30, 2022. | |
|
Fannie E Rippel Foundation |
14 Maple Avenue Suite 200 Morristown,NJ07960 |
2021-01-25 | 25,000 | (FY 2021 Grant ID: 2716.03) Provide support to the Rippel Foundation to provide leadership and oversight of the FORESIGHT Initiative. | 0 | All funds will be expended as intended in the grant. | Final report due September 30, 2022. | Final report will be verified on September 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-01-07 | 3,750 | (FY 2021 Grant ID: 2537.05) To strengthen the field of early childhood by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | 3,750 | No | June 30, 2021. | Final report verified on June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-03-22 | 20,000 | (FY 2021 Grant ID: 2782.05) 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. | 2,150 | All funds will be expended as intended in the grant. | September 30, 2021. Final report due June 30, 2022. | Reports verified on September 30, 2021. Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-06-28 | 25,000 | (FY 2021 Grant ID: 2812) To provide a deeper level of awareness and engagement for journalists reporting on issues of race by providing a multi-session training opportunity. | 10,350 | All funds will be expended as intended in the grant. | September 30, 2021. Final report due June 30, 2022. | Reports verified on September 30, 2021. Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-04-12 | 4,760 | (FY 2021 Grant ID: 2813) To address disparities associated with COVID-19 by leveraging federal funds. | 3,518 | All funds will be expended as intended in the grant. | September 30, 2021. Final report due June 30, 2022. | Reports verified on September 30, 2021. Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-12-08 | 10,000 | (FY 2021 Grant ID: 2782.04) 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 | No | September 30, 2021. | Report verified on September 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-12-08 | 8,000 | (FY 2021 Grant ID: 2807) To provide technical assistance to NH Department of Health and Human Services Division of Public Health in Framing the Social Determinants of Health in public communications. | 2,600 | All funds will be expended as intended in the grant. | June 30, 2021. Final report due June 30, 2022. | Reports verified on June 30, 2021. Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-11-23 | 66,000 | (FY 2021 Grant ID: 2655.06) To enhance the capacity of NH's leaders and communities to advance health and racial equality by working collaboratively within and among specific sector groups. | 55,796 | All funds will be expended as intended in the grant. | September 30, 2021. Final report due June 30, 2022. | Reports verified on September 30, 2021. Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-11-23 | 10,000 | (FY 2021 Grant ID: 2782.03) 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 | No | June 30, 2021. | Report verified on June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-11-23 | 155,550 | (FY 2021 Grant ID: 2707.03) To quantify early childhood racial inequities and recommend policy solutions that would promote fair and just opportunities or all NH young children and their families by conducting a study. | 29,046 | All funds will be expended as intended in the grant. | September 30, 2021. Final report due June 30, 2022. | Report verified on September 30, 2021. Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2020-11-24 | 2,332 | (FY 2021 Grant ID: 2805) To improve access to affordable housing options for New Hampshire's low income residents and to reduce homelessness by developing an interim state-level plan. | 2,332 | No | June 30, 2021. | Report verified on June 30, 2021. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-09-27 | 40,000 | (FY 2021 Grant ID: 2820) To collect, analyze and disseminate shared measures for the early childhood field by maintaining an online child wellbeing data hub. | 0 | All funds will be expended as intended in the grant. | Report due on June 30, 2022. | Report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-09-27 | 5,000 | (FY 2021 Grant ID: 2714.02) 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. | 0 | All funds will be expended as intended in the grant. | Report due June 30, 2022. | Report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-09-27 | 175,000 | (FY 2021 Grant ID: 2655.07) 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. | 0 | All funds will be expended as intended in the grant. | Report due June 30, 2022. | Report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-06-08 | 10,000 | (FY 2021 Grant ID: 2736.01) To strengthen the capacity of funders in NH to strategically coordinate and co-fund grantmaking by completing a baseline report that maps the state's philanthropic landscape. | 4,425 | All funds will be expended as intended in the grant. | September 30, 2021. Final report due June 30, 2022. | Report verified on September 30, 2021. Final report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-09-27 | 10,000 | (FY 2021 Grant ID: 2827) To promote health equity in the behavioral health field by supporting costs associated with a conference keynote speaker(s). | 0 | All funds will be expended as intended in the grant. | Report due June 30, 2022. | Report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-09-27 | 21,000 | (FY 2021 Grant ID: 2829) To provide consultant support for development of a messaging framework for different audiences. | 0 | All funds will be expended as intended in the grant. | Report due June 30, 2022. | Report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-08-10 | 5,000 | (FY 2021 Grant ID: 2679.04) To conduct research, convene key stakeholders and develop community engagement materials to support improved health policy decision-making. | 0 | All funds will be expended as intended in the grant. | Report due June 30, 2022. | Report will be verified on June 30, 2022. | |
|
Health Strategies of New Hampshire |
One Pillsbury Street Suite 301 Concord,NH03301 |
2021-09-27 | 15,000 | (FY 2021 Grant ID 2368.04) To strengthen the field of children's behavioral health by strategically supporting technical assistance to leverage funding from federal and/or national foundation sources. | 0 | All funds will be expended as intended in the grant. | Report due June 30, 2022. | Report will be verified on June 30, 2022. |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| Investment Income - K-1 UBTI | Purchased | Cost | 0 | -294 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| Form 990-PF, Page 5, Part VII-A, Line 11 | Name of Controlled Entity: Health Strategies of New Hampshire, Inc.EIN: 20-8632971Address: One Pillsbury Street, Suite 301, Concord, NH 03301Excess Business Holding: No |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Colchis | 997,271 | 997,271 |
| TIAA Cref | 5,536,169 | 5,536,169 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| Guggenheim Russell 1000 Equal | FMV | 8,173,280 | 8,173,280 |
| Vanguard Total International | FMV | 6,671,448 | 6,671,448 |
| Vanguard Total Stock Market | FMV | 16,349,619 | 16,349,619 |
| Highclere International Investors SMID Fund | FMV | 3,085,707 | 3,085,707 |
| Legacy Venture VI LLC | FMV | 2,947,687 | 2,947,687 |
| Borealis Granite Fund | FMV | 1,153,573 | 1,153,573 |
| Legacy Venture VII LLC | FMV | 3,118,935 | 3,118,935 |
| Legacy Venture VIII, LLC | FMV | 1,843,842 | 1,843,842 |
| RCP Fund IX LP | FMV | 1,143,702 | 1,143,702 |
| BPG Investment Partnership VIIA, LP | FMV | 859,135 | 859,135 |
| StoneRidge | FMV | 140,769 | 140,769 |
| AG Realty Fund 9 | FMV | 1,735,639 | 1,735,639 |
| Juniper II | FMV | 1,629,063 | 1,629,063 |
| RCP XI | FMV | 1,167,751 | 1,167,751 |
| Southpoint | FMV | 2,820,385 | 2,820,385 |
| Anchorage | FMV | 811,138 | 811,138 |
| VNG Emerging | FMV | 580,750 | 580,750 |
| RCP XII | FMV | 830,299 | 830,299 |
| Davidson Kemper | FMV | 4,403,212 | 4,403,212 |
| GEM | FMV | 510,664 | 510,664 |
| NGP | FMV | 1,303,212 | 1,303,212 |
| Juniper III | FMV | 1,277,148 | 1,277,148 |
| RCP XIII | FMV | 463,861 | 463,861 |
| Lyme Timber | FMV | 295,060 | 295,060 |
| Legacy 9 | FMV | 1,007,450 | 1,007,450 |
| AG Realty 10 | FMV | 540,456 | 540,456 |
| RCP Fund XIV | FMV | 238,924 | 238,924 |
| Generation Global | FMV | 5,777,971 | 5,777,971 |
| Generation Asia | FMV | 2,002,196 | 2,002,196 |
| Nut Tree | FMV | 2,900,461 | 2,900,461 |
| Varde | FMV | 2,334,049 | 2,334,049 |
| Nyes Lege | FMV | 6,746,674 | 6,746,674 |
| DK Distressed | FMV | 717,114 | 717,114 |
| Rose Affordable Housing | FMV | 371,210 | 371,210 |
| Legacy X | FMV | 127,761 | 127,761 |
| Lone Cascade | FMV | 2,167,349 | 2,167,349 |
| Lone Cedar | FMV | 2,090,997 | 2,090,997 |
| Accolade | FMV | 60,000 | 60,000 |
| RCP Direct IV | FMV | 40,000 | 40,000 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Legal Fees | 5,152 | 0 | 0 | 9,538 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| Deposits | 2,292 | 2,292 | 2,292 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Miscellaneous | 12,204 | 0 | 0 | 14,185 |
| Insurance | 19,815 | 0 | 0 | 19,860 |
| Office Expenses | 11,900 | 0 | 0 | 12,617 |
| Telephone Expense | 10,012 | 0 | 0 | 9,312 |
| Computer/Equipment Repairs & Maintenance | 33,995 | 0 | 0 | 34,179 |
| Freight/Postage | 1,047 | 0 | 0 | 1,047 |
| Other Portfolio Deductions from Passthroughs | 0 | 337,054 | 0 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Investment Income - K-1 | 77,326 |
| Description | Amount |
|---|---|
| Unrealized Gains | 17,105,500 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Consulting - Investments | 87,826 | 87,826 | 0 | 0 |
| Consulting | 63,592 | 0 | 0 | 63,947 |
| Investment Fees | 46,483 | 46,483 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Federal Excise Tax | 66,741 | 0 | 0 | 0 |
| Payroll Tax | 49,142 | 0 | 0 | 50,016 |
| Deferred Excise Tax | 238,876 | 0 | 0 | 0 |
| Other Tax | 173 | 0 | 0 | 173 |
| Name | US / Foreign Address |
EIN | Description | Amount |
|---|---|---|---|---|
| Health Strategies of New Hampshire Inc |
One Pillsbury Street Suite 301 Concord,NH03301 |
20-8632971 | Grant to wholly-owned subsidiary. | 573,094 |
| Total | 573,094 | |||