2026-05-05T15:04:18-05:00 2025-06-30 010494526 Baker Newman & Noyes 650 Elm Street Suite 302 Manchester NH 03101 990 2024-07-01 020512229 Mary and John Elliot Charitable Foundation MARY 6036638977 1070 Holt Avenue Unit 1 2100 Manchester NH 03109 Michael Turilli CFO 6036638977 2026-05-04 1 0 Connor Smart P02285543 6036262200 2026-05-04 2024 2025-03-06 01:10:19Z William G Baxter 1070 Holt Avenue Unit 1 2100 Manchester NH 03109 5472637 0 X N/A X 2001 NH To support the immediate and ongoing resource needs of the Elliot Health System. 20 17 0 17 0 0 1806415 2218333 0 0 874839 873587 1254275 1288916 3935529 4380836 361950 2542064 0 0 0 0 3880 25230 91506 966806 1180229 1332636 3747523 2602893 633313 34528097 22686336 207287 216470 34320810 22469866 The Mary and John Elliot Foundation's mission is to support the immediate and ongoing resource needs of the Elliot Health System. 0 0 3533593 2542064 1390356 Support of the fundraising activities of The Elliot Hospital of the City of Manchester and its related tax exempt organizations. 3533593 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 33 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X Michael Turilli 6036638977 1070 Holt Avenue Unit 1 2100 Manchester NH 03109 William G Baxter President & CEO 1.00 46.00 X X 0 1394642 186453 Holly Mintz Trustee 1.00 40.00 X 0 682623 72466 Priscilla Webler Trustee (start 9/2024) 1.00 40.00 X 0 94322 14139 Kristy Blundell APRN Trustee (start 3/2025) 1.00 0.00 X 0 0 0 Kelly Comeau Trustee 1.00 0.00 X 0 0 0 Louise Forseze Trustee 1.00 0.00 X 0 0 0 Jeff Guerette Trustee 1.00 0.00 X 0 0 0 Mark Hagopian Trustee 1.00 0.00 X 0 0 0 Keith Janca Trustee 1.00 0.00 X 0 0 0 Shilpi Mehrotra Trustee 1.00 0.00 X 0 0 0 Selma Naccach-Hoff Trustee 1.00 2.00 X 0 0 0 Richard Rawlings Trustee 1.00 0.00 X 0 0 0 Charles F Rolecek Trustee 1.00 2.00 X 0 0 0 Elliot Smith Trustee 1.00 0.00 X 0 0 0 Kurt Strandson Trustee 1.00 0.00 X 0 0 0 Thomas Sullivan Trustee 1.00 0.00 X 0 0 0 James J Tenn Jr Esquire Trustee 1.00 0.00 X 0 0 0 David Bellman Chair/Trustee 1.00 2.00 X X 0 0 0 Charles Goodwin Vice Chair/Trustee 1.00 3.00 X X 0 0 0 Adrienne Rupp Secretary/Trustee 1.00 0.00 X X 0 0 0 Michael Turilli SVP/CFO, SolutionHealth 1.00 48.00 X 0 783833 123201 Kelli Rafferty VP & Chief Philanthropy Officer 40.00 0.00 X 0 206709 19381 0 3162129 415640 0 0 1 0 Elliot Hospital of the City of Mancheste One Elliot Way Manchester NH 03103 Staff and operations 858973 1 336219 75257 577000 1229857 56105 2218333 792977 792977 933635 853025 80610 80610 80610 135461 336219 237265 -101804 -101804 1875 1511 364 364 Reimbursed expenses 561000 1390356 1390356 1390356 4380836 1390356 0 772147 X 2542064 2542064 70038 70038 25230 25230 52386 52386 858973 858973 66276 66276 51218 51218 32569 32569 41076 41076 7693 7693 3747523 3533593 122424 91506 4737427 3012714 1061513 538261 7524 7524 0 0 28729157 18996467 0 138894 34528097 22686336 3757 74495 36680 36749 166850 105226 207287 216470 X 14650080 11595905 19670730 10873961 34320810 22469866 34528097 22686336 X 633313 1840905 -14325162 X X 0 1 X 1 1 1 X 1708026 2806429 1583166 1806415 2218333 10122369 1708026 2806429 1583166 1806415 2218333 10122369 2872987 7249382 307277 219092 310019 845716 792977 2475081 97621 364 97985 12695435 5488830 0.57100 0.68970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19670730 1264373 1900086 11961228 10873961 17185187 40216 2445327 19670730 16589398 64432 531357 17185187 17042764 101732 -555098 16589398 16213454 311185 518125 17042764 0.00000 0.00000 1.00000 0 0 7524 7524 0 0 Due to affiliates 105226 105226 X 5496231 1840905 237265 2078170 3418061 52386 910389 962775 4380836 2156900 237265 237265 1919635 52386 1775502 1827888 3747523 Part V, Line 4: Endowment funds are used to further the missions of the Elliot Health System's not-for-profit entities. Part X, Line 2: Elliot Health System and all related entities, with the exception of Elliot Health System Holdings, Inc. and Subsidiaries, are not-for-profit corporations as described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Management evaluated the System's tax positions and concluded the System has maintained its tax-exempt status, does not have any significant unrelated business income and had taken no uncertain tax positions that require adjustment to the consolidated financial statements. Part XI, Line 2d - Other Adjustments: Fundraising and gaming expenses 237,265. Part XI, Line 4b - Other Adjustments: Donations not included in books 910,389. Part XII, Line 2d - Other Adjustments: Fundraising and gaming expenses 237,265. Part XII, Line 4b - Other Adjustments: Contributions received on behalf of related organizations 1,775,502. X X X X X X X 1 Purple Finch LLC 49 Mariette Drive Portsmouth NH 03801 Event planning, management, and strategy 0 312048 20330 291718 312048 20330 291718 NH Gala 229202 168056 61146 150 28317 58722 678 38641 30103 Golf Tournaments 86046 47956 38090 9403 9837 10146 0 1610 3 156432 120207 36225 844 8116 21536 8251 4765 6146 471680 336219 135461 994 45836 90095 19075 43406 37859 237265 -101804 Form 990, Schedule G, Part I: During the period covered by this Form 990 tax return, the Foundation hosted a series of fundraising events to raise funds and support for the Elliot Hospital of Manchester and other affiliated entities within the broader Elliot Health System. As part of these fundraising efforts, the Foundation engaged Purple Finch Events, a Portsmouth, NH-based fundraising planning, event management, and strategy firm. Purple Finch provided event and fundraising-related services for the Foundation's Gala and Garden Party events that occurred in this fiscal year. These two events raised gross receipts of $229,202 and $82,846, respectively. 1 Amoskeag Health 145 Hollis Street Manchester NH 03101 020458174 501(c)(3) 70000 0 Funding for health care needs for unisured and underinsured patients aged 65 and older. Boys and Girls Club of Greater Manchester 555 Union Street Manchester NH 03104 020226033 501(c)(3) 25000 0 Grand Family Support Program Easter Seals of New Hampshire 555 Auburn Street Manchester NH 03103 020272825 501(c)(3) 35000 0 Funding for home health training programs. Elliot Professional Services Network Inc 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 331003630 501(c)(3) 23798 0 General Support. St Joseph Community Services PO Box 910 Merrimack NH 03054 020335003 501(c)(3) 35000 0 Provide meals to current and incoming Meals on Wheels clients. The Elliot Hospital of the City of Manchester 1 Elliot Way Manchester NH 03101 020232673 501(c)(3) 1941934 0 General Support. The Mental Health Center of Greater Manchester 401 Cypress Street Manchester NH 03103 020258994 501(c)(3) 25000 0 General Support. VNA Home Health and Hospice Services 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 020222241 501(c)(3) 346496 0 General support. Waypoint 464 Chestnut Street Box 448 Manchester NH 03105 020222164 501(c)(3) 37000 0 Home visits to low income seniors to assess needs, coordinate benefits, develop care plans. 9 0 Part I, Line 2: During the year covered by this Form 990, the Foundation disbursed funds and charitable grants to other related organizations within the Elliot Health System, with the purpose of aiding these organizations in the fulfillment of their exempt mission to improve the health and wellbeing of their communities. These organizations share a common control relationship due to the nature of their organizing documents and share common board members and officers. Additionally, the Foundation made charitable grants to other public charities operated in and around the communities served by the Elliot Health System. These charitable entities advance causes and promote programs which relate to or further the System's core charitable mission, vision, and values. 0 1 0 0 0 0 0 0 0 William G Baxter President & CEO 0 993664 0 376914 0 24064 0 144406 0 42047 0 1581095 0 0 Michael Turilli SVP/CFO, SolutionHealth 0 568644 0 196136 0 19053 0 94056 0 29145 0 907034 0 0 Holly Mintz Trustee 0 501158 0 153983 0 27482 0 41578 0 30888 0 755089 0 0 Kelli Rafferty VP & Chief Philanthropy Officer 0 187879 0 18434 0 396 0 4221 0 15160 0 226090 0 0 Part I, Line 3 The President and CEO of Mary and John Elliot Charitable Foundation is compensated by a related organization, The Elliot Hospital of the City of Manchester. The Hospital uses the Compensation Committee of its Board of Trustees to retain independent compensation consultants to evaluate the total compensation of the President and CEO and their executive direct reports. The consultants utilize independent market data reflecting comparable benchmarks from like organizations. Recommendations of the consultant, covering total compensation, are reviewed and approved by the Compensation Committee of the Hospital's Board of Trustees. The Compensation Committee retains minutes of its meetings. The Compensation Committee is comprised of Hospital Board members who are independent and have no conflicts of interest. An independent consulting firm is also retained by the organization to review the compensation of the other officers and key employees. The consultants utilize independent market data reflecting comparable benchmarks from like organizations and this information is presented to the President and CEO for review and approval. Part I, Line 4b The Elliot Health System and SolutionHealth, the parent-organization of the System, maintain 457(f) deferred compensation plans. The following individuals, each of whom qualify as either an officer, director, trustee, key employee, or highest compensated employee on this Form 990, Part VII, received contributions to their 457(f) deferred compensation plans during the 2024 calendar year as follows: - William G. Baxter: $137,506 - Michael Turilli: $87,155 - Holly Mintz: $34,678 These amounts have been included in the figures disclosed on this Form 990, Schedule J, Part II, Column C, Deferred Compensation. The System historically maintained a defined benefit pension plan for certain employees, the Elliot Health System Pension Plan (the Plan). Effective July 1, 2006, the Plan was amended to close the Plan to employees hired after June 30, 2006. Eligible employees hired prior to July 1, 2006 are grandfathered under the Plan and will continue to accrue benefits as long as they remain at a participating System entity and in an eligible status. The System's funding policy is to contribute amounts to the Plan sufficient to meet minimum funding requirements set forth in the Employee Retirement Income Security Act of 1974, plus such additional amounts as might be determined to be appropriate from time to time. The Plan is intended to constitute a plan described in Section 414(k) of the Internal Revenue Code, under which benefits derived from employer contributions are based on the separate account balances of participants in addition to the defined benefits under the Plan. In calendar year 2024, no officers or other employees of Elliot Hospital received defined contributions under the now-closed 414(K) plan. Additionally, there were no defined benefit accrual adjustments for any of the Organization's listed individuals for the 2024 calendar year. X 10497 Value per books X 1 44843 Value per books X 1 305 Value per books X 16 460 Value per books 0 0 1 1 Part I, Line 32b: The Organization sells contributions of securities through the investment management group of its financial institution. All gifts of securities are sold as soon as administratively possible. Additionally, the Foundation may manage and coordinate non-standard contributions with the Elliot Hospital of the City of Manchester, for which most contributions and funding to the Foundation is predominantly intended. Form 990, Part VI, Section A, line 6 Elliot Health System is the sole member of the reporting organization. Form 990, Part VI, Section A, line 7a Elliot Health System, the sole member of the reporting organization, has the right to ratify the election of all Board members of the Mary & John Elliot Charitable Foundation. The Foundation's Board of Trustees shall be comprised of not more than half and not less than 1/3 of present or former members of the Elliot Health System Board of Directors. Form 990, Part VI, Section A, line 7b The sole member, Elliot Health System, has the right to the following governance decisions: approval of Mary & John Elliot Charitable Foundation's annual budget; approval of Bylaws and Articles of Organization and amendments of same; approval of strategic plans. Form 990, Part VI, Section B, line 11b The completed Form 990 is presented to the full Board prior to filing. Board members can review the draft and bring any questions forward for discussion prior to filing. Form 990, Part VI, Section B, line 12c Officers, directors, and key employees are required annually to sign a conflict of interest form which requires reporting any potential conflict of interest arrangements with the organization. Form 990, Part VI, Section B, line 15 The Organization's officers and key employees are compensated by a related organization, The Elliot Hospital of the City of Manchester. The Hospital uses the Compensation Committee of its Board of Trustees to retain independent compensation consultants to evaluate the total compensation of the President and CEO and their executive direct reports. The consultants utilize independent market data reflecting comparable benchmarks from like organizations. Recommendations of the consultant, covering total compensation, are reviewed and approved by the Compensation Committee of the Hospital's Board of Trustees. The Compensation Committee retains minutes of its meetings. The Compensation Committee is comprised of Hospital Board members who are independent and have no conflicts of interest. An independent consulting firm is also retained by the organization to review the compensation of the other officers and key employees. The consultants utilize independent market data reflecting comparable benchmarks from like organizations and this information is presented to the President and CEO for review and approval. Form 990, Part VI, Section C, line 19 Each of these documents is filed with the New Hampshire Secretary of State and is available upon request. Form 990, Part IX, line 11g Related organization shared payroll costs: Program service expenses 858,973. Management and general expenses 0. Fundraising expenses 0. Total expenses 858,973. Form 990, Part XI, line 9: Donations received not included in books -910,389. Net transfers (to) from affiliates -15,190,275. Contributions received on behalf of related organizations 1,775,502. Form 990, Part XII, Line 2c: The audit process has not changed from the prior year. Elliot Health System 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 020509911 Management NH 501(c)(3) Line 12b, II SolutionHealth 0 Elliot Health System Professional & General LIT 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 016217452 Insurance Trust NH 501(c)(3) Line 12a, I Elliot Hospital 0 Elliot Hospital 1 Elliot Way Manchester NH 03103 020232673 Medical Services NH 501(c)(3) Line 3 Elliot Health System 0 Elliot Hospital Associates 1 Elliot Way Manchester NH 031033599 026006214 Auxiliary NH 501(c)(3) Line 12d, III-O N/A 0 Elliot Physician Network 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 020509589 Physician Services NH 501(c)(3) Line 3 Elliot Hospital 0 Elliot Professional Services Network Inc 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 331003630 Physician Services NH 501(c)(3) Line 10 Elliot Hospital 0 Foundation Medical Partners Inc 8 Prospect Street Nashua NH 03060 020456218 Physician Services NH 501(c)(3) Line 10 Southern New Hampshire Health System 0 Home Health and Hospice Care 7 Executive Park Drive Merrimack NH 03054 237331452 Hospice Care NH 501(c)(3) Line 7 SolutionHealth 0 Legacy Trust of Southern New Hampshire Health Inc 8 Prospect Street Nashua NH 03060 844779887 Fundraising NH 501(c)(3) Line 7 Southern New Hampshire Health System 0 SolutionHealth 360 Route 101 Unit 8 Manchester NH 03110 830741190 Supporting Organization NH 501(c)(3) Line 12a, I N/A 0 Southern New Hampshire Health System 8 Prospect Street Nashua NH 03060 020509221 Medical Services NH 501(c)(3) Line 12b, II SolutionHealth 0 Southern New Hampshire Medical Center 8 Prospect Street Nashua NH 03060 020483054 Medical Services NH 501(c)(3) Line 3 Southern New Hampshire Health System 0 The Surgery Center of Greater Nashua 10 Prospect Street Nashua NH 03060 461084049 Medical Services NH 501(c)(3) Line 3 Southern New Hampshire Health System 0 VNA Home Health and Hospice Services Inc 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 020222241 Home Care and Hospice NH 501(c)(3) Line 10 Elliot Health System 0 VNA of Manchester & Southern NH & Subs 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 020395296 VNA Holding Company NH 501(c)(3) Line 12b, II Elliot Health System 0 Elliot Common Trust Fund LLC 1 Elliot Way Manchester NH 03103 203653624 Investments NH Elliot Hospital Excluded 497979 8329589 0 0 0.12190 Elliot Health System Holdings & Subsidiaries 1070 Holt Avenue Unit 1 Suite 2100 Manchester NH 03109 020512224 Management NH N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0