Legal & Financial Information

We take seriously our role as good stewards of Endowment for Health resources. This entails the wise use of and accountability for the organization's assets while growing and protecting the principal for the future.

Because the Endowment for Health is a private foundation, the Internal Revenue Service requires annual distribution of a percentage of our assets, as well as the filing of Form 990-PF with the Internal Revenue Service and the Charitable Trust Section of the New Hampshire Attorney General's Office. Form 990-PF establishes the level of obligatory awards that will be available in the coming year. The Endowment for Health files this form no later than February 15 following the end of each fiscal year (September 30).

The Investment Committee is responsible for managing the investment portfolio for the foundation.