Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Maine Health Access Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)146 Capitol Street
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$144,323,858J 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) 9,205,399
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,495 1,495  
4 Dividends and interest from securities... 1,775,139 1,775,139  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,652,591
b Gross sales price for all assets on line 6a 31,347,326
7 Capital gain net income (from Part IV, line 2)... 14,147,617
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
List of Attached Documents:
// Content
0 10,562,542  
12 Total. Add lines 1 through 11........ 14,634,624 26,486,793  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 258,505 12,865   245,640
14 Other employee salaries and wages...... 727,991 10,534   717,457
15 Pension plans, employee benefits....... 250,585 1,731   248,854
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,193 0   4,193
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,700 2,149   28,551
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
610,085 0   0
19 Depreciation (attach schedule) and depletion... 20,822 0  
20 Occupancy.............. 116,969 0   116,969
21 Travel, conferences, and meetings....... 171,215 0   171,215
22 Printing and publications.......... 13,317 0   13,317
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,117,319 462,090   632,946
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,321,701 489,369   2,179,142
25 Contributions, gifts, grants paid....... 5,461,420 6,113,536
26 Total expenses and disbursements. Add lines 24 and 25 8,783,121 489,369   8,292,678
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,851,503
b Net investment income (if negative, enter -0-) 25,997,424
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 55,774 124,488 124,488
2 Savings and temporary cash investments......... 591,481 8,139,212 8,139,212
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 90,980 71,930 71,930
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 120,394,000 Click to see attachment
List of Attached Documents:
// Content
135,687,740 		135,687,740
14 Land, buildings, and equipment: basis right arrow230,974
Less: accumulated depreciation (attach schedule) right arrow189,773 26,864 Click to see attachment
List of Attached Documents:
// Content
41,201 		41,201
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
253,125 		Click to see attachment
List of Attached Documents:
// Content
259,287 		Click to see attachment
List of Attached Documents:
// Content
259,287
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 121,412,224 144,323,858 144,323,858
Liabilities 17 Accounts payable and accrued expenses.......... 44,690 47,923
18 Grants payable................. 6,162,900 5,510,784
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
565,125 		Click to see attachment
List of Attached Documents:
// Content
1,180,326
23 Total liabilities (add lines 17 through 22)......... 6,772,715 6,739,033
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 114,639,509 137,584,825
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 114,639,509 137,584,825
30 Total liabilities and net assets/fund balances (see instructions). 121,412,224 144,323,858
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
114,639,509
2
Enter amount from Part I, line 27a .....................
2
5,851,503
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
17,093,813
4
Add lines 1, 2, and 3 ..........................
4
137,584,825
5
Decreases not included in line 2 (itemize) right arrow
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
137,584,825
Form 990-PF (2023)
Form 990-PF (2023)
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 - purchased P    
b Publicly Traded Securities - donated D    
c Net Adjustment for Pass-through Losses P    
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 20,852,300   17,199,709 3,652,591
b 9,234,917     9,234,917
c 1,260,109     1,260,109
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       3,652,591
b       9,234,917
c       1,260,109
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 14,147,617
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 361,364
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........................... 3 361,364
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- ..... 5 361,364
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 130,568
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 140,568
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 8,654
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 229,450
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowME
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowwww.mehaf.org
14
The books are in care ofright arrowBarbara Leonard MPH Telephone no.right arrow (207) 620-8266

Located atright arrow146 Capitol StreetAugustaME ZIP+4right arrow04330
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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 		229,933 27,372 0
146 Capitol Street
Augusta,ME04330
Toho Soma MPH Chair
4.00 		700 0 0
146 Capitol Street
Augusta,ME04330
Christy Daggett MPP Trustee (start 4/2023)
3.00 		400 0 0
146 Capitol Street
Augusta,ME04330
Tracey Hair Trustee (start 4/2023)
2.00 		200 0 0
146 Capitol Street
Augusta,ME04330
Elizabeth Bordowitz Trustee
3.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Barbara Crider Trustee
3.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Dennis King FACHE Trustee
2.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Michael Lambke MD Trustee
2.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Kevin Lewis Trustee
3.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Grace Odimayo DMD Trustee
2.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Anita Ruff Trustee (start 4/2023)
2.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Abdulkerim Said BASc HRTCA CHW Trustee
2.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Ian Yaffe Trustee
2.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Catherine Ryder LCPC ACS Chair (end 4/2023)
3.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Susan Roche Esq Vice Chair
3.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Edward Miller MS Treasurer
3.00 		0 0 0
146 Capitol Street
Augusta,ME04330
Clarissa Sabattis RN Secretary
3.00 		0 0 0
146 Capitol Street
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
32.00 		109,098 24,095 0
146 Capitol Street
Augusta,ME04330
Margo Beland Finance Manager
40.00 		105,338 17,313 0
146 Capitol Street
Augusta,ME04330
Jake Grindle Senior Program Offic
40.00 		90,958 28,016 0
146 Capitol Street
Augusta,ME04330
Frank Martinez Nocito Program Officer
40.00 		84,530 33,031 0
146 Capitol Street
Augusta,ME04330
Charles Dwyer Senior Program Offic
40.00 		87,763 16,062 0
146 Capitol Street
Augusta,ME04330
Total number of other employees paid over $50,000...................right arrow 3
Form 990-PF (2023)
Form 990-PF (2023)
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 199,110
780 Third Avenue 42nd Floor
New York,NY10017
Principle Group Project and technical support 131,797
369 Lexington Avenue
New York,NY10017
Partnerships for Health Project and technical support 111,313
112 State Street
Augusta,ME04330
Prime Buchholz LLC Investment Fees 93,449
273 Corporate Drive
Portsmouth,NH03801
Total number of others receiving over $50,000 for professional services.............right arrow0
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 Nova Fund: In January 2023, MeHAF received an unsolicited gift of just over $9 million given by philanthropist MacKenzie Scott. MeHAF's Board approved spending of the funds within 3 - 5 years of receipt. The proceeds of the gift have been named the Nova Fund. In March 2023, a rapid planning process with the Board, Community Advisory Committee, and staff yielded a high-level plan for allocation of the funds to the following categories: Health Justice Movement Building; Health Care Workforce; Fiscal Support Strategies for Small Health-Focused Nonprofits; Crisis Response; Increased Funding for Current/Recent Priorities; Big Ideas. During 2023, beyond grants made to current/recent priorities that are reflected elsewhere in this tax return, a multi-day planning retreat was held to begin planning for Health Justice Movement Building. 228,095
2 Health Equity Capacity Building: Staff, consultant, and evaluator support to implement the Health Equity Capacity Building Program, which focuses on community-led organizations led by and addressing the health and health care needs of populations that experience inequitable burdens and disparities. Includes grantee-determined technical assistance and support to complement grant funds. 155,130
3 Responsive Grants Programs - Community Responsive Grants and Systems Improvement and Innovation Grants: Staff and consultant expenses to support two open competitive grants programs that seek to center community-identified health and health care access needs and community-led solutions. Support includes technical assistance and program evaluation. 141,000
4 Health Advocacy: Staff and consultant (evaluation and planning/facilitation) expenses to implement this program that supports key advocacy organizations that represent health care and health issues and populations that are MeHAF priorities. 73,685
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
126,689,195
b
Average of monthly cash balances.......................
1b
9,369,036
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
136,058,231
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
136,058,231
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,040,873
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
134,017,358
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,700,868
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
6,700,868
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
361,364
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
361,364
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,339,504
4
Recoveries of amounts treated as qualifying distributions................
4
22,000
5
Add lines 3 and 4............................
5
6,361,504
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
6,361,504
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
8,292,678
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
35,159
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
8,327,837
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,361,504
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,607,785
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 8,327,837
a Applied to 2022, but not more than line 2a 4,607,785
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 2023 distributable amount..... 3,720,052
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,641,452
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Holly Irish Grants Manager
146 Capitol Street
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/. Applications for several grant programs, including Discretionary Grants, Community Responsive Grants, and Systems Improvement and Innovation Grants, are considered using a two- phase process that begins with a Letter of Inquiry (LOI). A subset of LOI applications are invited to submit full applications. Questions regarding grant submission can be directed to the contact noted above. 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:
Deadlines are outlined on the MeHAF website; open funding is available for select programs.
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 (2023)
Form 990-PF (2023)
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 Health Advocacy; Nova Grant 50,000

ACLU of Maine Foundation

PO Box 7860
Portland,ME04112 		N/A PC Health Advocacy; Nova Grant 50,000

Amistad Inc (dba Commonspace)

103 India Street
Portland,ME04101 		N/A PC Health Equity Capacity; Women's SUD; OD & Infection Initiative 129,000

An Angel's Wing Inc

1567 Lisbon Street
Lewiston,ME04240 		N/A PC Designated Charitable Gift 1,800

Aroostook Area Agency on Aging Inc

260 Main Street Suite B
Presque Isle,ME04769 		N/A PC Public Health Emergency Response 15,000

Aroostook County Action Program Inc

771 Main Street
Presque Isle,ME04769 		N/A PC Public Health Emergency Unwinding 15,000

Aroostook Mental Health Services Inc (dba AMHC)

180 Academy Street
Presque Isle,ME04769 		N/A PC Acquiring AED units for AMHC's Adult Facilities 9,900

Bangor Area Recovery Network Inc (aka BARN)

142 Center Street
Brewer,ME04412 		N/A PC Designated Charitable Gift 300

Bangor Public Library

145 Harlow Street
Bangor,ME04401 		N/A PC Free Feminine Hygiene Product Dispensers 1,955

Bucksport Bay Healthy Communities Coalition

66 Bridge Street
Bucksport,ME04416 		N/A PC Designated Charitable Gift 1,200

Christine B Foundation Inc

304 Hancock Street
Bangor,ME04401 		N/A PC 3-5 Year Strategic Framework; Cancer Community Needs Assessment 37,500

City of Bangor - Health & Community Services

103 Texas Avenue
Bangor,ME04401 		N/A GOV Community Equity through Collaboration and Connection 50,000

City of Portland - Portland Public Health & Human Services

389 Congress Street
Portland,ME04101 		N/A GOV Access to Care; Public Health Emergency Response; Nova Grant 71,200

Community Clinical Services

57 Birch Street
Lewiston,ME04240 		N/A PC Lewiston Response 15,000

Community Concepts

240 Bates Street
Lewiston,ME04240 		N/A PC Lewiston Response 5,000

Community Housing of Maine

One City Center 4th Floor
Portland,ME04101 		N/A PC Charitable Gift 500

Consumers for Affordable Health Care Foundation

PO Box 2490
Augusta,ME043382490 		N/A PC Health Advocacy; PHE Response; Nova Grant; PHE Health Care Access 196,200

Cross Cultural Community Services

15 Casco Street
Portland,ME04102 		N/A PC Oral Health Equity Collab; BHM Wellness Fair; Older BIPOC Adv Comm 82,000

Daniel Hanley Center for Hlth Leadership (ME Medical Education Trust)

PO Box 4606
Portland,ME04112 		N/A PC Leadership Devlpmnt; Annual Event; Education Trust 87,000

Disability Rights Maine

160 Capitol Street
Augusta,ME04330 		N/A PC Health Advocacy; Public Health Emergency Response; Nova Grant 111,200

Eastern Area Agency on Aging

240 State Street
Brewer,ME04412 		N/A PC Public Health Emergency Response 15,000

Ellsworth Free Medical Clinic

248 State Street Suite 16
Ellsworth,ME04605 		N/A PC Access to Care; Nova Grant 40,000

Equality Maine Foundation

PO Box 1951
Portland,ME04104 		N/A PC Rebranding SAGE;Advocacy;Nova;LGBTQ+ Competency in Sr Care Communities 110,000

Goodwill Industries of Northern New England

34 Hutcherson Drive
Gorham,ME04038 		N/A PC Improved Access to Self-Regulation 2,500

GrowSmart Maine

227 Water Street Suite 215
Augusta,ME04330 		N/A PC Creating Places for Connecting People 2,000

HOME Inc

90 Schoolhouse Road
Orland,ME04472 		N/A PC 2023CGF-01 Board Meeting Speaker 500

Hand In HandMano En Mano

PO Box 573
Milbridge,ME04658 		N/A PC Health Equity Capacity; Collaborative Grant 104,903

Health Equity Alliance

304 Hancock Street
Bangor,ME04401 		N/A PC Sexual Health and Wellness Center; Health Advocacy; Nova Grant 100,000

Healthy Peninsula

PO Box 945
Blue Hill,ME04614 		N/A PC Bridging Neighbors 50,000

Hope Brokers Inc

735 Cannon Road
Pittsfield,ME04967 		N/A PC Designated Charitable Gift 1,200

Hospice of Southern Maine

390 US Route 1
Scarborough,ME04074 		N/A PC Thresholds Conference 2,000

In Her Presence

179 Mechanic Street
Westbrook,ME04092 		N/A PC Health Equity Capacity; MotherCiricle; Collaborative Grant 92,500

Kennebec Behavioral Health

67 Eustis Parkway
Waterville,ME04901 		N/A PC Lewiston Response 10,000

Kennebec Valley Family Dentistry

Ballard Center Suite 420
Augusta,ME04330 		N/A PC Purchase of Dental X-ray Sensor and Portable Nitrous Unit 10,000

Mabel Wadsworth Center

700 Mt Hope Avenue Suite 420
Bangor,ME04401 		N/A PC Health Equity; Designated Char Gift; Collaborative Grant; Nova Grant 62,800

Maine Access Immigrant Network

237 Oxford Street Suite 25A
Portland,ME04101 		N/A PC Health Equity Capacity; Public Health Emergency Response 45,000

Maine Access Points

51 Harpswell Road
Brunswick,ME040112549 		N/A PC Access to Peer-Led Harm Reduction Education in Rural Communities 50,000

Maine AllCare

PO Box 5015
Portland,ME04101 		N/A PC Study of Universal Health Coverage in Maine 10,000

Maine Association of the Deaf

PO Box 327
Yarmouth,ME04096 		N/A PC Lewiston Response 5,000

Maine Behavioral Health Foundation

295 Water Street
Augusta,ME04330 		N/A PC CCBHC Learning Collab;Access and Workforce Study;Health Advocacy;Nova 166,000

Maine Center for Economic Policy

One Weston Court Suite 103
Augusta,ME04330 		N/A PC Health Advocacy; Nova Grant 70,000

Maine Chapter American Academy of Pediatrics

30 Association Drive
Manchester,ME04351 		N/A PC Treatment, Recovery, Education, Advocacy for Teens with SUD 50,000

Maine Children's Alliance

331 State Street
Augusta,ME04330 		N/A PC KIDS COUNT Data Book 2023; Health Advocacy; Nova Grant 55,400

Maine Community Foundation

245 Main Street
Ellsworth,ME04605 		N/A PC Investing in Ldrs of Clr;Oral Hlth Funders;Lewiston;Equity Fund;BIPOC Fund 219,700

Maine Community Integration

11 Lisbon Street
Lewiston,ME04240 		N/A PC Addressing Intergenerational Trauma; Lewiston Response 44,000

Maine Council On Aging

PO Box 988
Brunswick,ME04011 		N/A PC Care Access;CIE;Transportation;Ageism;Advocacy;Nova;Wisdom Summit;PHE 367,960

Maine Development Foundation

2 Beech Street
Hallowell,ME04347 		N/A PC Centering Health and Prosperity in Maines Economy 2,000

Maine Equal Justice Partners

126 Sewall Street
Augusta,ME04330 		N/A PC Health Advocacy; Nova Grant; Coverage for Adult Immigrants 120,000

Maine Family Planning

PO Box 587
Augusta,ME043320587 		N/A PC Responding to Abortion Care Needs; Health Advocacy; Nova Grant 110,000

Maine Immigrant and Refugee Services

256 Bartlett Street
Lewiston,ME04243 		N/A PC Public Health Emergency Response 15,000

Maine Immigrants Rights Coalition

1 Marginal Way
Portland,ME04101 		N/A PC Designated Charitable Gift; Health Advocacy; Nova Grant 55,600

Maine Inside Out

PO Box 1062
Lewiston,ME04243 		N/A PC The Landing Spot; Support for Transformative School and Systems Change 90,000

Maine Long-Term Care Ombudsman Program

61 Winthrop Street
Augusta,ME04332 		N/A PC Engaging and Empowering Direct Care Workers Initiative 2,000

Maine Mental Health Connections Inc

2 Second Street
Bangor,ME04401 		N/A PC Health Equity Capacity 30,000

Maine Mobile Health Program

9 Green Street
Augusta,ME04332 		N/A PC Health Advocacy, Nova Grant; Public Health Emergency Response 60,000

Maine People's Resource Center

565 Congress Street 200
Portland,ME04101 		N/A PC Housing- Social Determinants of Health; Health Advocacy; Nova Grant 100,000

Maine Philanthropy Center

15 Casco Street
Portland,ME04101 		N/A PC Conference Sponsorship 5,000

Maine Primary Care Association

PO Box 5137
Augusta,ME04330 		N/A PC Value Based Payment and Care;Health Advocacy;PHE Response;Nova Grant 67,000

Maine Prisoner Advocacy Coalition

PO Box 446
Lisbon,ME04250 		N/A PC Health Advocacy; Nova Grant 56,200

Maine Public Health Association

122 State Street
Augusta,ME04330 		N/A PC Health Advocacy; Nova Grant; Equity and Ethics in PH Research and Eval 52,000

Maine Resilience Building Network

227 Benson Road
Manchester,ME04351 		N/A PC Together We Can Thrive; Youth Thriving in Franklin County 52,000

Maine Seacoast Mission

PO Box 600
Northeast Harbor,ME04662 		N/A PC Access to Care; Nova Grant 40,000

Maine Transgender Network Inc

15 Casco Street
Portland,ME04101 		N/A PC Health Equity; Collab Grant; Advocacy; Nova Grant; Transgender MH Pgm 155,000

Maine Women's Lobby Education Fund

295 Water Street
Augusta,ME04330 		N/A PC Health Advocacy; Nova Grant 51,200

MaineHealth - Access to CareCarePartnersMedAccess

241 Oxford Street
Portland,ME04101 		N/A PC Public Health Emergency Response 15,000

MaineHealth - Healthy Community Coalition

105 Mt Blue Circle
Farmington,ME04938 		N/A PC Mobile Harm Reduction in Franklin County 50,000

MaineHealth - Maine Medical Center

22 Bramhall Street
Portland,ME04102 		N/A PC Addressing Health Equity in Child Development 50,000

Mainely Smiles (dba Mainely Teeth)

166 Regan Lane
Portland,ME04103 		N/A PC Access to Care; Expansion of Oral Health Provider Network; Nova Grant 90,000

Medical Care Development (aka MCD Global Health)

105 Second Street
Hallowell,ME04347 		N/A PC Maine Community Connections Centers 25,000

Mi'kmaq Nation

7 Northern Road
Presque Isle,ME04769 		N/A GOV Health Equity Capacity; Collaborative Grant 64,100

Mid-Coast Health Net Inc (dba Knox County Health Clinic)

22 White Street
Rockland,ME04841 		N/A PC Access to Care; Nova Grant 100,000

Midcoast Community Alliance (dba Midcoast Youth Center)

4 Old Brunswick Road
Bath,ME04530 		N/A PC Bringing Care to Sagadahoc County Youth & Young Adults 30,000

Midcoast Maine Community Action

34 Wing Farm Parkway
Bath,ME04530 		N/A PC Public Health Emergency Response 15,000

Millinocket Regional Hospital

200 Somerset Street
Millinocket,ME04462 		N/A PC MRH Cancer Support Groups 5,000

Mindbridge

428 Fore Street
Portland,ME04101 		N/A PC Healing Racial Trauma Initiative 50,000

NAMI Maine

52 Water Street
Hallowell,ME04347 		N/A PC Charitable Gift; Health Advocacy; Lewiston Response; Nova Grant 75,000

New England Arab American Organization

426 Bridge Street
Portland,ME04104 		N/A PC Health Equity;Collab Grant;Kindred Hearts;Fam Violence Hlth & Svcs 142,500

New England Rural Health Roundtable

PO Box 1156
Richmond,VT05477 		N/A PC Maine Rural Health Action Network 3,550

New Mainers Public Health Initiative

276 Lisbon Street
Lewiston,ME04240 		N/A PC Health Equity; Lewiston Response; PHE Response; PH Week; Collab Grant 64,500

Nibezun

PO Box 387
Old Town,ME04468 		N/A PC Increasing Wabanaki-Led Access to Natural Healing 49,980

Northern Light Acadia Hospital

268 Stillwater Avenue
Bangor,ME04401 		N/A PC Improving Access, Reducing Barriers to SUD Svcs at NLH Rural Hospitals 50,000

Northern New England Society of Addiction Medicine

749 Stetson Road
Newport,ME04953 		N/A PC 13th Annual Northern New England Educational Meeting 2023 2,000

Oasis Free Clinics

66 Baribeau Drive
Brunswick,ME04011 		N/A PC Access to Care; Nova Grant 100,000

Opiate Free Island Partnership

PO Box 295
Deer Isle,ME04627 		N/A PC JACINTA 3,500

OUT Maine

PO Box 1723
Rockland,ME04841 		N/A PC Accessible, Equitable & Inclusive LGBTQ+ Youth Hlth & MH Svcs;Lewiston 55,000

Partnership for Children's Oral Health

PO Box 11
Yarmouth,ME04096 		N/A PC Dental Steps Pilot; Maines Oral Health System: Financial Analysis 69,000

Passamaquoddy Tribe at Indian Township

401 Peter Dana Point Road
Princeton,ME04668 		N/A GOV Designated Charitable Gift 11,200

Penobscot Community Health Care

103 Maine Avenue
Bangor,ME04402 		N/A PC WJW Health Leadership Award 10,000

Penquis

262 Harlow Street
Bangor,ME04401 		N/A PC Public Health Emergency Response 15,000

Planned Parenthood of Northern New England

784 Hercules Drive Suite 110
Colchester,VT05446 		N/A PC Health Advocacy; Nova Grant 100,000

Portland Recovery Community Center

102 Bishop Street
Portland,ME04103 		N/A PC Strategic Planning 5,000

Presente Maine

PO Box 4202
Portland,ME04101 		N/A PC Health Advocacy; Nova Grant 56,200

Quality Housing Coalition

188 State Street Suite 402
Portland,ME04103 		N/A PC Project HOME Health 50,000

Rangeley Health and Wellness Partnership

PO Box 722
Rangeley,ME04970 		N/A PC Access to Healthcare and Social Determinants of Health Resources 30,000

Resources for Organizing and Social Change

PO Box 2444
Augusta,ME043382444 		N/A PC Charitable Gift; Health Advocacy; Harm Reduction Works; Nova Grant 51,900

SafeBAE

32 Broad Cove Road
Cape Elizabeth,ME04107 		N/A PC SafeBAE Certified Schools Program 50,000

SeniorsPlus

8 Falcon Road
Lewiston,ME04240 		N/A PC Public Health Emergency Response 15,000

Somali Bantu Community Association

222 Pine Street
Lewiston,ME04240 		N/A PC Health Equity; Family & Youth Resources Coord; Collab Grant; Lewiston 98,300

Southern Maine Agency on Aging

30 Barra Road
Biddeford,ME04005 		N/A PC Public Health Emergency Response 15,000

Southern Maine Workers' Center

56 North Street
Portland,ME04101 		N/A PC Health Advocacy (2); Health Equity - Portland Outright; Nova Grant (2) 125,000

Spectrum Generations

One Weston Court Suite 103
Augusta,ME04338 		N/A PC Greater Portland Addiction Collaborative Pilot 15,000

Spiritual Care Services of Maine

6 Ocean View Circle
Saco,ME04072 		N/A PC Outreach Referral Service 9,100

Spurwink

901 Washington Avenue
Portland,ME04103 		N/A PC Lewiston Response; Greater Portland Addiction Collaborative Pilot 65,000

St Joseph Hospital

360 Broadway
Bangor,ME044021638 		N/A PC Island Communities Health Resource Assessment and Planning 30,000

Survivor Speak USA

409 Cumberland Avenue
Portland,ME04101 		N/A PC Health Equity Capacity 30,000

Sweetser

50 Moody Street
Saco,ME04072 		N/A PC Lewiston Response 25,000

The Opportunity Alliance

50 Lydia Lane
South Portland,ME04106 		N/A PC Lewiston Response 15,000

The Voices Project

6809 Armistead Street
Las Vegas,NV89149 		N/A PC Health Advocacy; Nova Grant 50,000

Thomas College

180 West River Road
Waterville,ME04901 		N/A PC Leadership Learning Exchange for Equity; Behavioral Health Strat Plan 50,000

Tree Street Youth

144 Howe Street
Lewiston,ME04240 		N/A PC Community-Led Target-Focused Program Design Project; Lewiston Response 55,000

Trekkers

325 Old County Road
Rockland,ME04841 		N/A PC Midcoast Community Collaborative 1,000

Tri-County Mental Health Services

PO Box 2008
Lewiston,ME042412008 		N/A PC Lewiston Response 25,000

Trinity Jubilee Center

247 Bates Street
Lewiston,ME042407331 		N/A PC Access to Care; Nova Grant 20,000

United Way of Androscoggin County

PO Box 888
Lewiston,ME042430888 		N/A PC Lewiston Response 20,000

University of Maine Center on Aging

Camden Hall
Bangor,ME044014324 		N/A GOV 18th Annual Clinical Geriatrics Colloquium 2,000

University of MaineMargaret Chase Smith Center for Public Policy

5715 Coburn Hall
Orono,ME044695715 		N/A GOV A Needs Assessment on Childhood Brain Injury in Maine 9,988

University of New England

716 Stevens Avenue
Portland,ME04103 		N/A PC Empowering New Mainer Youth to Explore and Pursue Health Careers 50,000

Uplift Inc

PO Box 1106
Gardiner,ME04345 		N/A PC MACSP 2023 Statewide Direct Support Conference 2,000

Wabanaki Public Health and Wellness

1 Merchant Plaza Suite 401
Bangor,ME04401 		N/A PC Health Equity Capacity; PHE Response; Charitable Gift 76,500

Waldo Community Action Partners

PO Box 130 9 Field Street
Belfast,ME04918 		N/A PC Public Health Emergency Response 15,000

Wellspring Inc

98 Cumberland Street
Bangor,ME04401 		N/A PC Strategic Planning 7,000

Western Maine Addiction Recovery Initiative

235 Main Street
Norway,ME04268 		N/A PC Peer-Led Recovery Support for Rural Communities in Western Maine 50,000

Western Maine Community Action

PO Box 200
East Wilton,ME04234 		N/A PC Public Health Emergency Response 20,000

Woodfords Family Service

15 Saunders Way Suite 900
Westbrook,ME04092 		N/A PC Psychiatric Primary Care Physician Consultation Program 50,000
Total .................................right arrow 3a 6,113,536
bApproved for future payment

AARP Foundation
601 E Street NW
Washington,DC20049 		N/A PC Health Advocacy and Health Care Programs 75,000

ACLU of Maine Foundation
PO Box 7860
Portland,ME04112 		N/A PC Health Advocacy and Health Care Programs 75,000

Amistad Inc (dba Commonspace)
103 India Street
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 95,000

City of Bangor Health & Community Services
103 Texas Avenue
Bangor,ME04401 		N/A GOV Health Advocacy and Health Care Programs 50,000

City of Portland - Portland Public Health & Human Services
389 Congress Street
Portland,ME04101 		N/A GOV Health Advocacy and Health Care Programs 90,000

Consumers for Affordable Health Care
PO Box 2490
Augusta,ME043382490 		N/A PC Health Advocacy and Health Care Programs 210,000

Daniel Hanley Center for Hlth Leadership (ME Medical Education Trust)
PO Box 4606
Portland,ME04112 		N/A PC Health Advocacy and Health Care Programs 75,000

Disability Rights Maine
160 Capitol Street
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 135,000

Ellsworth Free Medical Clinic
248 State Street Suite 16
Ellsworth,ME04605 		N/A PC Health Advocacy and Health Care Programs 60,000

EqualityMaine
PO Box 1951
Portland,ME04104 		N/A PC Health Advocacy and Health Care Programs 125,000

Hand In HandMano En Mano
PO Box 573
Milbridge,ME04658 		N/A PC Health Advocacy and Health Care Programs 95,000

Health Equity Alliance
304 Hancock Street
Bangor,ME04401 		N/A PC Health Advocacy and Health Care Programs 125,000

Healthy Peninsula
PO Box 945
Blue Hill,ME04614 		N/A PC Health Advocacy and Health Care Programs 50,000

In Her Presence
179 Mechanic Street
Westbrook,ME04092 		N/A PC Health Advocacy and Health Care Programs 95,000

Mabel Wadsworth Center
700 Mt Hope Avenue Suite 420
Bangor,ME04401 		N/A PC Health Advocacy and Health Care Programs 120,000

Maine Access Immigrant Network
237 Oxford Street Suite 25A
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 95,000

Maine Behavioral Health Foundation
295 Water Street
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Center for Economic Policy
One Weston Court Suite 103
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 135,000

Maine Children's Alliance
331 State Street
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Community Foundation
245 Main Street
Ellsworth,ME04605 		N/A PC Health Advocacy and Health Care Programs 193,000

Maine Council On Aging
PO Box 988
Brunswick,ME04011 		N/A PC Health Advocacy and Health Care Programs 256,420

Maine Equal Justice Partners
126 Sewall Street
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 135,000

Maine Family Planning
PO Box 587
Augusta,ME043320587 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Immigrants Rights Coalition (MIRC)
1 Marginal Way
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Mental Health Connections Inc
PO Box 4606
Portland,ME04112 		N/A PC Health Advocacy and Health Care Programs 120,000

Maine Mobile Health Program
9 Green Street
Augusta,ME04332 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine People's Resource Center
565 Congress Street 200
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Primary Care Association
PO Box 5137
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Prisoner Advocacy Coalition
PO Box 446
Lisbon,ME04250 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Public Health Association
122 State Street
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 75,000

Maine Resilience Building Network
227 Benson Road
Manchester,ME04351 		N/A PC Health Advocacy and Health Care Programs 50,000

Maine Seacoast Mission
PO Box 600
Northeast Harbor,ME04662 		N/A PC Health Advocacy and Health Care Programs 60,000

Maine Transgender Network Inc
15 Casco Street
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 220,000

Maine Women's Lobby Education Fund
295 Water Street
Augusta,ME04330 		N/A PC Health Advocacy and Health Care Programs 75,000

Mainely Smiles dba Mainely Teeth
166 Regan Lane
Portland,ME04103 		N/A PC Health Advocacy and Health Care Programs 110,000

Mi'kmaq Nation
7 Northern Road
Presque Isle,ME04769 		N/A GOV Health Advocacy and Health Care Programs 120,000

Mid-Coast Health Net Inc dba Knox County Health Clinic
22 White Street
Rockland,ME04841 		N/A PC Health Advocacy and Health Care Programs 150,000

Mindbridge
428 Fore Street
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 50,000

NAMI Maine
52 Water Street
Hallowell,ME04347 		N/A PC Health Advocacy and Health Care Programs 75,000

New England Arab American Organization
426 Bridge Street
Portland,ME04010 		N/A PC Health Advocacy and Health Care Programs 170,000

New Mainers Public Health Initiative
276 Lisbon Street
Lewiston,ME04240 		N/A PC Health Advocacy and Health Care Programs 95,000

Oasis Free Clinics
66 Baribeau Drive
Brunswick,ME04011 		N/A PC Health Advocacy and Health Care Programs 150,000

Planned Parenthood of Northern New England
784 Hercules Drive Suite 110
Colchester,VT05446 		N/A PC Health Advocacy and Health Care Programs 75,000

Presente Maine
PO Box 4202
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 75,000

Quality Housing Coalition
188 State Street Suite 402
Portland,ME04103 		N/A PC Health Advocacy and Health Care Programs 50,000

Resources for Organizing and Social Change
PO Box 2444
Augusta,ME043382444 		N/A PC Health Advocacy and Health Care Programs 75,000

Somali Bantu Community Association
222 Pine Street
Lewiston,ME04240 		N/A PC Health Advocacy and Health Care Programs 161,364

Southern Maine Workers' Center
56 North Street
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 245,000

Spurwink
901 Washington Avenue
Portland,ME04103 		N/A PC Health Advocacy and Health Care Programs 50,000

Survivor Speak USA
409 Cumberland Avenue
Portland,ME04101 		N/A PC Health Advocacy and Health Care Programs 120,000

The Voices Project
6809 Armistead Street
Las Vegas,NV89149 		N/A PC Health Advocacy and Health Care Programs 75,000

Trinity Jubilee Center
247 Bates Street
Lewiston,ME042407331 		N/A PC Health Advocacy and Health Care Programs 30,000

Wabanaki Public Health and Wellness
1 Merchant Plaza Suite 401
Bangor,ME04401 		N/A PC Health Advocacy and Health Care Programs 75,000

Wabanaki Public Health and Wellness
1 Merchant Plaza Suite 401
Bangor,ME04401 		N/A PC Health Advocacy and Health Care Programs 70,000
Total ................................. right arrow 3b 5,510,784
Form 990-PF (2023)
Form 990-PF (2023)
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 1,495  
4 Dividends and interest from securities ....     14 1,775,139  
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 3,652,591  
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 0   10,562,542  
b(not recorded on books)       -10,562,542  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,429,225 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,429,225
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
Tufts Medical Center
 
800 Washington Street
 
Boston, MA02111

$ 14,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MacKenzie Scott
 
c/o Yield Giving
 
Seatle, WA98101

$ 9,191,399


(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) (2023)
Schedule B (Form 990) (2023)
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
2
 96,660 Shares Amazon Stock $ 9,191,399 2023-01-12
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
Maine Health Access Foundation Inc
EIN:
01-0535144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting 30,700 2,149   28,551

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

TY 2023 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
HealthInfoNet
  		60 Pineland Drive Suite 230
New Gloucester,ME04260 		2022-10-17 2,000 The objective of HealthInfoNet's "Social Health Data Action Plan Convening Series" is to capture the ways in which Health Information Exchange (HIE) participating healthcare providers across the state are collecting, exchanging, and using social health data, with specific focus on food security, housing stability and quality, and transportation access domains, as well as expanded demographic information including sexual orientation and gender identity information. 2,000 None Final reports received April 27, 2023 2023-04-27 MeHAF received a narrative report from the grantee on April 27, 2023; based on the final report received April 27, 2023, all grant funds ($2,000) were expended. Reports from previous grants have been received, reviewed, and approved on a timely basis. Upon receiving narrative report, the Communications Manager reviewed the information fromHealthInfoNet and ensured the appropriate use of grant funds. The review of the report was completed on September 11, 2023.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.
Blue Cross and Blue Shield of Massachusetts Foundation Inc
  		101 Huntington Avenue Suite 1300
Boston,MA021997611 		2022-07-18 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 Reports recieved September 13, 2023 2023-09-13 MeHAF received narrative and financial reports from the grantee on September 13, 2023. 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 on October 2, 2023

TY 2023 GeneralExplanationAttachment
Name:
Maine Health Access Foundation Inc
EIN:
01-0535144
Identifier Return Reference Explanation
Mission Statement: 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 2023 and prior years, please see annual reports on the MeHAF website: https://mehaf.org/who-we-are/annual-reports.

TY 2023 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 31,835,900 31,835,900
BlackRock Strategic Income FMV 5,168,968 5,168,968
Colchester Global LP FMV 3,462,069 3,462,069
FPA Crescent Fund FMV 6,882,797 6,882,797
Metropolitan West Total Return FMV 3,578,187 3,578,187
Nyes Ledge Capital Offshore Fund FMV 5,298,899 5,298,899
Silchester International FMV 21,628,593 21,628,593
SSGA Real Asset Fund FMV 9,467,167 9,467,167
Vanguard FTSE FMV 4,242,671 4,242,671
Vanguard Long Term Treasury FMV 2,399,510 2,399,510
Vanguard Total International FMV 9,628,828 9,628,828
Vanguard Total Stock Market Index FMV 12,316,124 12,316,124
Wellington Emerging Markets FMV 3,333,576 3,333,576
Farallon F5 Fund FMV 3,450,272 3,450,272
Wellington SMID FMV 6,284,127 6,284,127
Generation Global FMV 6,710,052 6,710,052

TY 2023 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 230,974 189,773 41,201 41,201


TY 2023 LegalFeesSchedule
Name:
Maine Health Access Foundation Inc
EIN:
01-0535144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal 4,193 0   4,193


TY 2023 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 144,000 0 0
Right-of-use assets 109,125 259,287 259,287


TY 2023 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 26,772 0   26,772
Website development and maintenance 3,721 0   3,721
Insurance 12,356 0   12,356
Telecommunications 9,045 0   9,045
Investment fees 462,090 462,090   0
Program related expenses: consultants/contracts 103,780 0   103,780
Program related expenses: conferences 39,283 0   39,283
Program related expenses: grant management 45,535 0   45,535
Program related expenses: technical assistance 144,713 0   144,713
Program related expenses: miscellaneous 5,929 0   5,929
Program related expenses: evaluation 118,967 0   118,967
Program related expenses: needs assessment 13,339 0   13,339
Program related expenses: Nova Funds initiative 130,220 0   130,220
Payroll Administration 1,569 0   1,569
Accrual to cash conversion: operating expenses 0 0   -22,283


TY 2023 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 10,562,542 10,562,542 10,562,542
(not recorded on books) -10,562,542   -10,562,542


TY 2023 OtherIncreasesSchedule
Name:
Maine Health Access Foundation Inc
EIN:
01-0535144
Description Amount
Net unrealized gain on investments 17,071,813
Recoveries of amounts treated as qualifying distributions 22,000


TY 2023 OtherLiabilitiesSchedule
Name:
Maine Health Access Foundation Inc
EIN:
01-0535144
Description Beginning of Year - Book Value End of Year - Book Value
Deferred tax liability 456,000 696,000
Operating lease liability 109,125 258,271
Excise taxes payable 0 226,055


TY 2023 TaxesSchedule
Name:
Maine Health Access Foundation Inc
EIN:
01-0535144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise taxes 610,085 0   0