Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 04-01-2011 , and ending 03-31-2012
G
Check all that apply:
Name of foundation
OBICI HEALTHCARE FOUNDATION INC
 
% MICHAEL BRINKLEY
Number and street (or P.O. box number if mail is not delivered to street address)106 W FINNEY AVENUE   Room/suite
City or town, state, and ZIP code
SUFFOLK, VA23434
A Employer identification number

51-0249728
B Telephone number (see page 10 of the instructions)

(757) 539-8810
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$102,334,572J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 page 11 of the 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) 5,000
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 1,366,996 1,366,996  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,645,365
b Gross sales price for all assets on line 6a 39,779,691
7 Capital gain net income (from Part IV, line 2)... 4,190,112
8 Net short-term capital gain.........  
9 Income modifications........... 14,818
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 1,698,600 1,742,429  
12 Total. Add lines 1 through 11........ 5,715,961 7,299,537 14,818
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 290,006     290,006
14 Other employee salaries and wages...... 267,884     267,884
15 Pension plans, employee benefits....... 138,661     140,484
16a Legal fees (attach schedule)......... Click to see attachment 10,855 0 0 10,855
b Accounting fees (attach schedule)....... Click to see attachment 43,075 0 0 41,375
c Other professional fees (attach schedule).... Click to see attachment 711,233 630,339   60,945
17 Interest............... 72,312      
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 301,220     22,665
19 Depreciation (attach schedule) and depletion... Click to see attachment 116,405    
20 Occupancy.............. 24,931     25,992
21 Travel, conferences, and meetings....... 49,212     47,934
22 Printing and publications.......... 14,142     14,142
23 Other expenses (attach schedule)....... Click to see attachment 86,980     83,753
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,126,916 630,339 0 1,006,035
25 Contributions, gifts, grants paid........ 4,430,473 3,909,009
26 Total expenses and disbursements. Add lines 24 and 25 6,557,389 630,339 0 4,915,044
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -841,428
b Net investment income (if negative, enter -0-) 6,669,198
c Adjusted net income (if negative, enter -0-)... 14,818
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
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............... 9,914 24,111 24,111
2 Savings and temporary cash investments.......... 5,179,807 5,174,776 5,174,776
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 46,143 25,896 25,896
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 33,538,586 Click to see attachment26,676,457 26,676,457
c Investments—corporate bonds (attach schedule)........ 2,813,359 Click to see attachment3,073,064 3,073,064
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 62,726,764 Click to see attachment64,514,975 64,514,975
14 Land, buildings, and equipment: basis bullet2,409,194
Less: accumulated depreciation (attach schedule) bullet283,713 2,207,697 Click to see attachment2,125,481 2,125,481
15 Other assets (describe bullet) Click to see attachment695,623 Click to see attachment719,812 Click to see attachment719,812
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 107,217,893 102,334,572 102,334,572
Liabilities 17 Accounts payable and accrued expenses.......... 81,037 109,808
18 Grants payable................... 1,273,994 1,780,644
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,792,662 1,729,373
22 Other liabilities (describe bullet) Click to see attachment199,059 Click to see attachment306,269
23 Total liabilities (add lines 17 through 22).......... 3,346,752 3,926,094
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 103,871,141 98,408,478
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 103,871,141 98,408,478
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 107,217,893 102,334,572
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 103,871,141
2 Enter amount from Part I, line 27a..................... 2 -841,428
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 14,819
4 Add lines 1, 2, and 3.......................... 4 103,044,532
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4,636,054
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 98,408,478
Form 990-PF (2011)
Form 990-PF (2011)
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      
b SR GLOBAL FUND      
c TORRY DEVELOPMENT OFFSHORE      
d TORRY INTL OFFSHORE FUND      
e WINSTON HDGED SERIES 1      
WINSTON HEDGED SERIES 28      
(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 31,082,573   27,414,567 3,668,006
b 3,446,475   3,089,813 356,662
c 11,228   85,020 -73,792
d 1,386   180 1,206
e 4,276,426   4,000,000 276,426
961,604   1,000,000 -38,396
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       3,668,006
b       356,662
c       -73,792
d       1,206
e       276,426
      -38,396
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 4,190,112
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 2,922,574 95,843,857 0.030493
2009 5,568,576 87,471,067 0.063662
2008 5,862,506 88,420,528 0.066303
2007 4,585,183 115,770,846 0.039606
2006 717,008 105,190,685 0.006816
2 Total of line 1, column (d) ...................... 2 0.20688
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.041376
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 98,061,055
5 Multiply line 4 by line 3....................... 5 4,057,374
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 66,692
7 Add lines 5 and 6......................... 7 4,124,066
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,946,736
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 66,692
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2............................ 3 66,692
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 66,692
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 85,379
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 85,379
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 18,687
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet18,687 Refunded Bullet 11  
Part VII-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? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletVA
    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 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://WWW.OBICIHCF.ORG/
    14
    The books are in care ofbulletMICHAEL BRINKLEY Telephone no.bullet (757) 539-8810
    Located atbullet106 W FINNEY AVENUESUFFOLKVA ZIP+4bullet23434
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    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 2011?.............
    1c
     
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 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 2011.)....................
    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 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    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?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the 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
    GEORGE Y BIRDSONG CHAIRMAN
    1.0     		0 0 441
    1514 HOLLAND ROAD SUITE 104
    Suffolk,VA23434
    J SAMUEL GLASSCOCK VICE CHAIRMAN
    1.0     		0 0 441
    1514 Holland Road Suite 104
    Suffolk,VA23434
    ROBERT M HAYES SECRETARY
    1.0     		0 0 441
    1514 Holland Road Suite 104
    Suffolk,VA23434
    GINA PITRONE EXECUTIVE DIRECTOR
    40.0     		154,687 22,213 441
    1514 Holland Road Suite 104
    Suffolk,VA23434
    MICHAEL D HAMMOND CFO
    40.0     		101,369 18,084 0
    1514 Holland Road Suite 104
    Suffolk,VA23434
    MICHAEL K BRINKLEY DIRECTOR OF FINANCE
    32.0     		33,950 0 441
    1514 Holland Road Suite 104
    Suffolk,VA23434
    FRANK A SPADY III TREASURER
    1.0     		0 0 441
    1514 Holland Road Suite 104
    Suffolk,VA23434
    RICHARD F BARRY III BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    ROBERT C CLAUD BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    JEFFREY D FORMAN MD BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    WILLIAM G JACKSON MD BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    DR DOUGLAS C NAISMITH BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    B J WILLIE BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    LULA HOLLAND BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    JOYCE H TRUMP BOARD OF DIRECTORS
    1.0     		0 0 441
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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
    RICHARD E SPENCER JR SENIOR PRGRM OFFICER
    40.0     		85,745 21,251 0
    1514 HOLLAND ROAD SUITE 104
    SUFFOLK,VA23434
    TAMMIE A MULLINS RICE PROGRAM OFFICER
    40.0     		55,729 14,376 0
    1514 HOLLAND ROAD SUITE 104
    SUFFOLK,VA23434
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CORNERSTONE PARTNERS LLC INVESTMENT MGMT 442,093
    675 PETER JEFFERSON PARKWAY
    CHARLOTTESVILLE,VA22911
    SHAPIRO CAPITAL MANAGEMENT LLC INVESTMENT MGMT 78,245
    3060 PEACHTREE ROAD NW SUITE 1555
    ATLANTA,GA30305
    CAPITAL COUNSEL LLC INVESTMENT MGMT 51,406
    527 MAIDSON AVE 19TH FLOOR
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the 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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    93,789,301
    b
    Average of monthly cash balances.......................
    1b
    5,085,747
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    679,323
    d
    Total (add lines 1a, b, and c).........................
    1d
    99,554,371
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    99,554,371
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    99,554,371
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    1,493,316
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    98,061,055
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,903,053
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,903,053
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    66,692
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    66,692
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,836,361
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    14,818
    5
    Add lines 3 and 4............................
    5
    4,851,179
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    4,851,179
    Part XII
    Qualifying Distributions (see page 25 of the 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
    4,915,044
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    31,692
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,946,736
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    66,692
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,880,044
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 4,851,179
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 4,614,615
    b Total for prior years:2009, 2008, 2007  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 0
    b From 2007....... 0
    c From 2008....... 0
    d From 2009....... 0
    e From 2010....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 4,946,736
    a Applied to 2010, but not more than line 2a 4,614,615
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 332,121
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2011. 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 ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		4,519,058
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008.... 0
    c Excess from 2009.... 0
    d Excess from 2010.... 0
    e Excess from 2011.... 0
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-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 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    CATHY HUBAND
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    (757) 539-8810
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT SEEKERS MUST SUBMIT THE REQUEST FOR PROJECT SUPPORT AND CONDITIONS OF GRANT FORM. IN ADDITION: 1. IRS DETERMINATION LETTER OR A WRITTEN DOCUMENT CERTIFYING TAX EXEMPT STATUS 2. BIOGRAPHICAL PROFILE OF KEY STAFF 3. ANNUAL REPORT, IF AVAILABLE 4. DETAILED ANNUAL BUDGET
    cAny submission deadlines:
    RENEWALS - FEBRUARY 15 & AUGUST 15 OF EACH YEAR GRANTS - FEBRUARY 15 & AUGUST 15 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTIONS: - LOBBYING OR POLITICAL PROGRAMS OR EVENTS - ACTIVITIES THAT EXCLUSIVELY BENEFIT THE MEMBERS OF SECTARIAN OR RELIGIOUS ORGANIZATIONS - ORGANIZATIONS THAT DISCRIMINATE BY RACE, COLOR, CREED, GENDER OR NATIONAL ORIGIN - BIOMEDICAL, CLINICAL OR EDUCATIONAL RESEARCH - INDIVIDUAL SCHOLARSHIPS - DIRECT SUPPORT TO ENDOWMENTS - FUNDING THAT SUPPLANTS EXISTING SOURCES OF SUPPORT - INDIVIDUALS, INCLUDING PATIENT ASSISTANCE FUNDS - ANNUAL FUND DRIVES - PROJECTS OUTSIDE OF THE FOUNDATION'S SERVICE AREA - MEETINGS AND CONFERENCES, UNLESS THEY ARE ESSENTIAL TO A LARGER PROJECT - DIRECT FUNDING FOR MEDICAL OR SOCIAL SERVICES TAHT ARE ALREADY FUNDED THROUGH EXISTING THIRD-PARTY REIMBURSEMENT SOURCES
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    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
    Access Partnership
    P O Box 41093
    Norfolk,VA23451     		  501(C)(3) To provide low-income, uninsured residents in Western Tidewater with expanded access to medical services. 60,776
    Access Partnership
    P O Box 41093
    Norfolk,VA23451     		  501(C)(3) To develop training modules for community health workers who will link medically underserved people with healthcare providers. 2,500
    Access Partnership
    P O Box 41093
    Norfolk,VA23451     		  501(C)(3) To support volunteer dental professionals providing full dental services to low-income residents (focusing on Suffolk) for the Pankey Clinic. 5,000
    Access Partnership
    P O Box 41093
    Norfolk,VA23451     		  501(C)(3) To support The Pankey Dental Access Days, a two-day event, where comprehensive dental care will be provided for under and uninsured, low-income adults. 5,000
    Albemarle Health
    1144 North Road
    Elizabeth City,NC27909     		  501(C)(3) To conduct a school-based healthy lifestyle program for Gates County students and school employees by providing exercise and nutrition education. . 36,000
    Albemarle Health
    1144 North Road
    Elizabeth City,NC27909     		  501(C)(3) To acquire and implement a Payment Management System and Electronic Health Record that is compliant with Medicaid, Medicare and the Health Resources Services Administration requirements. 35,551
    Alzheimer's Association - Southeastern Virginia Ch
    6350 Center Drive Suite 102
    Norfolk,VA23502     		  501(C)(3) To support the 23rd Annual Walk to End Alzheimer's (formerly known as the Memory Walk). 1,500
    American Cancer Society
    4416 Expressway Dr
    Virginia Beach,VA23452     		  501(C)(3) To support the Relay for Life project which is the American Cancer Society's largest nationwide fundraiser. There is a survivor and caregiver dinner and survivors' walk to open the event. 1,000
    American Diabetes Association
    870 Greenbrier Circle Suite 404
    Chesapeake,VA23320     		  501(C)(3) To train ambassadors in African American congregations to raise the awareness of diabetes and stress the importance of early detection, disease management and health risk factors. 13,856
    American Diabetes Association
    870 Greenbrier Circle Suite 404
    Chesapeake,VA23320     		  501(C)(3) To support the "Stop Diabetes Movement" and improve the health of the community through the SHARE, ACT, LEARN and GIVE educational tents at the 2011 Tour de Cure. 2,500
    American Heart Association
    4201 Park Place Court
    Glen Allen,VA23060     		  501(C)(3) To develop a plan that will evoke a cultural change and improve the nutritional content of meals served in faith-based institutions. 12,080
    Association of Fundraising Professionals VA Hampt
    P O Box 2338
    Norfolk,VA23502     		  501(C)(3) Support of National Philanthropy Day 2011 500
    Bon Secours Maryview Foundation
    100 Kingsley Lane Suite 204
    Norfolk,VA23505     		  501(C)(3) To provide free, mobile medical services to the medically underserved in Western Tidewater. 75,000
    ACCESS AIDS
    222 West 21st St Suite F-308
    Norfolk,VA23517     		  501(C)(3) To provide free, confidential HIV testing to seminar participants and other community members identified through recruitment activities. 45,297
    Voices for Kids CASA Program
    PO Box 80
    Isle of Wight,VA23397     		  501(C)(3) To recruit and train court-appointed volunteers who will advocate for Franklin and Isle of Wight County children who have been abused and neglected 10,750
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(C)(3) To provide Life Coaches at Sentara Obici Hospital to work with uninsured or underinsured patients who use the Emergency Department for primary care services. 83,329
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(C)(3) To work with uninsured pregnant women and families of children who do not have health insurance. 27,431
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(C)(3) To support a Physical/Occupational Therapist and expand the infant and toddler therapy services for children in the Western Tidewater area. 3,911
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(C)(3) To renovate and expand the current Suffolk facility by adding classrooms, a new kitchen and a conference room and increase the number of children served. 25,000
    CHKD
    601 Childrens Lane
    Norfolk,VA23507     		  501(C)(3) To provide a comprehensive, 10-week lifestyle series designed specifically for children who are overweight and obese. 29,435
    City of Suffolk
    PO Box 1858
    Suffolk,VA23439     		  501(C)(3) To provide adults and youth the opportunities to increase pnysical activity and nutrition using the Get Up and Get Out program, a 6-week after school and summer wellness program. 15,897
    City of Suffolk
    PO Box 1858
    Suffolk,VA23439     		  501(C)(3) To support the Farmer's Market with the purchase of tables and chairs to add educaitonal programs. 5,000
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To coordinate a continuum of services for first-time families by identifying needs and linking families to resources that will enable them to become self-sufficient. 31,695
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To provide chronic disease management by ensuring that vulnerable, indigent patients understand his or her Medical Plan of Care and have knowledge, resources and social support to follow those instructions. 39,827
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To provide uninsured patients with complex health needs case management services that improve self-care disease managment skills from the hospital to home. 37,500
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To develop and integrate a hospital-based, universal screening that identifies infancy risk indicators during pregnancy or at birth and connects families with appropriate community resources. 68,642
    Cover 3 Foundation
    400 E Second Avenue
    Franklin,VA23851     		  501(C)(3) To provide funds for more fresh fruits and vegetables for Cover 3 Kid's Meal Program 2,000
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(C)(3) To increase the number of medical encounters at the Western Tidewater Free Clinic by scheduling family medicine residents, third year medical students and an attending physician. 67,500
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(C)(3) To attack the excess mortality rate from diabetes in Wesetern Tidewater by educating physicians, raising awareness about the disease and implementing a telephonic care management plan. 166,039
    Eastern Virginia Medical School Foundation
    PO Box 5
    Norfolk,VA23501     		  501(C)(3) To provide loan forgiveness for two underrepresented minority physicians who will work in the Foundation's service area. 35,000
    Foodbank of Southeastern Virginia
    PO Box 1940
    Norfolk,VA23501     		  501(C)(3) To renovate and expand the current food storage facility to increase the capacity of food distribution. 12,500
    ForKids Inc
    4000 Colley Ave Suite 300PO
    Norfolk,VA23508     		  501(C)(3) To provide mental health assessments and treatment for homeless adults and children in Suffolk House Emergency Shelter. 30,197
    ForKids Inc
    4000 Colley Ave Suite 300PO
    Norfolk,VA23508     		  501(C)(3) To help homeless families in need of emergency shelter access insurance and healthcare services. 33,365
    ForKids Inc
    4000 Colley Ave Suite 300PO
    Norfolk,VA23508     		  501(C)(3) To provide all families with case management based on the Critical Time Intervention (CTI) model, which has been proven to be successful in stabilizing the homeless in housing. 37,500
    Gates County Medical Center
    P O Box 297
    Gatesville,NC27938     		  501(C)(3) To provide comprehensive health services to Gates County youth with a focus on the medically underserved. 46,969
    Gates Partners for Health
    29 Medical Center Rd
    Gates,NC27937     		  501(C)(3) Support of the Gates County Farmers market in Gates County, NC. 3,000
    Girl Scout Council of the Colonial Coast
    912 Cedar Rd
    Chesapeake,VA23322     		  501(C)(3) Service project to support the community. Troup provided music for the Foundation holiday homes tour. Service Group #731 500
    Girl Scout Council of the Colonial Coast
    912 Cedar Rd
    Chesapeake,VA23322     		  501(C)(3) Service project to support the community. Troup provided music for the Foundation holiday homes tour. Service Group #730 500
    Gray Walker Washington PEACE Studies Institute In
    P O Box 3
    Carrsville,VA233250003     		  501(C)(3) To support health fair open to public focusing on the under served populations of Western TIdewater, Franklin, Southampton and Gates 250
    Horizon Health Services Waverly Medical Center
    PO Box 29
    Waverly,VA23890     		  501(C)(3) To fund a new dental site at the Ivor medical facility in Southampton County and institute electronic medical records at the Ivor, Waverly and Surry primary care sites. 95,438
    Isle of Wight Christian Outreach Program
    P O Box 253
    Smithfield,VA23431     		  501(C)(3) To provide oral health care services to poor, uninsured seniors in Isle of Wight County 6,926
    James L Camp Jr Family YMCA
    300 Crescent Dr
    Franklin,VA23851     		  501(C)(3) To implement the Y-Change program, which is a team-oriented curriculum that addresses behavioral change, basic nutrition, physical fitness and stress management. 12,850
    Lions Club International District 24-D
    2357 Haversham Close
    Virginia Beach,VA23454     		  501(C)(3) To provide a vision screening to all preschool children before first grade for treatable and preventable causes of poor vision or incomplete vision development. 10,000
    Luter YMCA
    259 James Street
    Smithfield,VA23430     		  501(C)(3) To support healthy weight and lifestyle among overweight or obese adults by offering assessments, exercise and nutrition education. 28,135
    Main Street United Methodist Church
    202 North Main Street
    Suffolk,VA23434     		  501(C)(3) Memorial donation in memory of William Birdsong, Jr. 1,000
    Mother Seton House Inc
    3333 Virginia Beach Blvd Ste 28
    Virginia Beach,VA23452     		  501(C)(3) To offer housing and supportive services for youth who have no resources through family or extended family. 7,500
    Nansemond-Suffolk Academy
    3373 Pruden Blvd
    Suffolk,VA23434     		  501(C)(3) To provide funding for a new audiometer, vital sign monitor and Health-o-Meter scale for medical staff to monitor students. 4,985
    Patient Advocate Foundation
    421 Butlerll Farm Road
    Hampton,VA23666     		  501(C)(3) To increase access to health care, educate patients in navigating their own care, link resources and expand the electronic database for the purpose of identifying both barriers and solutions. 75,290
    Paul D Camp Community College
    PO Box 737
    Franklin,VA23851     		  501(C)(3) To provide equipment and supplies to convert the Suffolk skills lab into a simulation lab. 55,293
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(C)(3) To identify undiagnosed diabetics and to offer multi-phased learning sessions on diabetes at Main Street Physicians. 90,000
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(C)(3) To provide access to oral health services for children and adults including education, prevention, screening, diagnosis, and treatment. 135,000
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(C)(3) To form a partnership with Obici Healthcare Foundation to study the feasibility of establishing a community health center site in Franklin, Virginia. 25,000
    The Planning Council
    5365 Robin Hood Road Suite 700
    Norfolk,VA23513     		  501(C)(3) Overall coordination of the Continuum of Care process for the Western TIdewater Continuum of Care Council (WTCCC). 12,800
    RX Partnership
    2924 Emerywood Pkwy Suite 300
    Richmond,VA23294     		  501(C)(3) To provide free prescription medication and resources for low-cost supplies to low-income, uninsured residents in the service area; 7,500
    Senior Services of Southeastern Virginia
    5 Interstate Corporate Center 6350
    Norfolk,VA23502     		  501(C)(3) To locate and enroll senior citizens 65 and older and adults with disabilities in the benefits plans for which they are eligible. 90,011
    Senior Services of Southeastern Virginia
    5 Interstate Corporate Center 6350
    SUITE 101
    Norfolk,VA23502     		  501(C)(3) To provide community education, counseling and assistance to eligible beneficiaries of Medicare Parts B and D, the Part D "Extra Help" benefit, Medicaid and other community resources for healthcare and prescription drug coverage 25,997
    Senior Services of Southeastern Virginia
    5 Interstate Corporate Center 6350
    Norfolk,VA23502     		  501(C)(3) To conduct a Transportation Needs Assessment and create a Coordinated Human Services Transportation Plan for Franklin, Isle of Wight and Southampton counties, and Suffolk. 45,483
    Senior Services of Southeastern Virginia
    5 Interstate Corporate Center 6350
    Norfolk,VA23502     		  501(C)(3) Support of the Continuum of Care 2,500
    Sentara Healthcare
    6015 Poplar Hall Drive Suite 308
    Norfolk,VA23502     		  501(C)(3) To airlift critically ill patients from Western Tidewater and Gates County to the only Level I Trauma program in the region via Air Sentara's Nightingale Air Ambulance program. 25,000
    Smart Beginnings Western Tidewater
    601 North Mechanic Street Suite 20
    Franklin,VA23851     		  501(C)(3) To increase the number of Western Tidewater children enrolled in FAMIS. 37,615
    Smithfield and IOW Convention and Visitor Bureau
    319 Main Street PO Box 37
    Smithfield,VA23430     		  501(C)(3) Funding to pay for marketing expenses to reach more people and to pay for operating expenses and on-site children's activities including educational events. 2,000
    Southeastern Council of Foundations
    50 Hurt Plaza Suite 350
    Atlanta,GA30303     		  501(C)(3) To support speaker for annual 2012 SECF Annual Conference 5,000
    Suffolk Coalition for the Alleviation of Poverty
    3488 Godwin Boulevard
    Suffolk,VA23434     		  501(C)(3) To support The Suffolk Coalition for the Alleviation of Poverty (Suffolk CAP) with the use of newly purchased computer, software, printer, website design/hosting, and printed materials. 4,100
    Suffolk Department of Social Services
    135 Hall Avenue
    Suffolk,VA23434     		  501(C)(3) To increase the enrollment of children and families who are uninsured yet eligible for Medicaid and FAMIS. 21,629
    Suffolk Family YMCA
    2769 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To increase cardiovascular fitness and physical strength for youth participants while reducing screen time (TV or video games). 37,500
    Suffolk Fire and Rescue
    300 Kings Fork Road
    Suffolk,VA23434     		  501(C)(3) To provide diagnostic quality 12 lead ECG monitors on all front line City of Suffolk EMS vehicles. 106,679
    Suffolk Meals on Wheels
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To provide meal delivery to a growing population of senior and disabled recipients who are homebound and/or home alone in Suffolk and Isle of Wight Region. 93,845
    Suffolk Partnership for a Healthy Community
    PO Box 6082
    Suffolk,VA23433     		  501(C)(3) To expand community education, training and outreach activities of the Suffolk on the Move and the Community Gardens projects. 37,500
    Suffolk Partnership for a Healthy Community
    PO Box 6082
    Suffolk,VA23433     		  501(C)(3) To identify potential community engagement, environmental change and measureable outcomes that will be included in a Comprehensive Plan Encouraging Active Lifestyle for Suffolk citizens. 43,800
    Suffolk Partnership for a Healthy Community
    PO Box 6082
    Suffolk,VA23433     		  501(C)(3) To implement the first phase (1 year) of a multi-year, community-wide comprehensive well care management program, which empowers individuals with the tools needed to improve their health status. 16,150
    Suffolk Public Schools
    100 N Main St PO Box 1549
    Suffolk,VA23434     		  501(C)(3) To develop a Strategic Health Action and Wellness Plan that will reduce the obesity rate among students, parents and staff. 26,950
    Suffolk Public Schools
    100 N Main St PO Box 1549
    Suffolk,VA23434     		  501(C)(3) To expand services for obesity prevention by developing a comprehensive health plan, implementing After School Challenge Clubs and promoting better nutritional health in cafeterias and classrooms. 103,000
    Suffolk Public Schools
    100 N Main St PO Box 1549
    Suffolk,VA23434     		  501(C)(3) To encourage teachers and students to incorporate exercise and nutritional information into their core curriculum. 37,500
    Suffolk Rotary Club
    PO Box 1972
    Suffolk,VA23439     		  501(C)(3) Sponsorship of the First Citizen Reception 1,000
    Suffolk Salvation Army Corps
    400 Bank St
    Suffolk,VA23434     		  501(C)(3) To support construction of a 22,500 sq. ft. building that will provide a facility for physical health, education and spiritual health, with an emphasis on providing meaningful activities for our youth, our seniors and the less fortunate, without discrimination. 50,000
    Suffolk Salvation Army Corps
    400 Bank St
    Suffolk,VA23434     		  501(C)(3) To support transportation for doctors visits, treatments and other medical needs. 5,000
    Surry Area Free Clinic
    PO Box 32
    Surry,VA23883     		  501(C)(3) To implement a plan that will lead to the construction and management of the Surry Free Clinic. 77,670
    Surry Area Free Clinic
    PO Box 32
    Surry,VA23883     		  501(C)(3) To support the 4th annual Evening of Elegance benefit dinner 100
    Town of Smithfield
    P O Box 246
    Smithfield,VA23431     		  501(C)(3) To strengthen the development of a wellness plan in the Town of Smithfield that will promote healthy lifestyle and cultural changes. 37,775
    Union Mission Ministries
    P O Box 3203
    Norfolk,VA23514     		  501(C)(3) To provide healthcare coordination, medical case management, transportation, and medication assistance. 5,000
    United Way of South Hampton Roads
    PO Box 41069 2515 Walmer Ave
    Norfolk,VA23541     		  501(C)(3) Holiday gift honoring the Obici Healthcare Foundation's community partners. 500
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(C)(3) To expand trauma-informed-care groups to reach a larger population of adults who have experienced trauma; implement trauma-informed groups for children and adolescents based on best-practices concepts; and educate other community providers of human services in Trauma-Informed-Care. 151,405
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(C)(3) To meet the behavioral healthcare needs of residents of Western Tidewater by providing counseling services that consist of telemental health, fatherhood development, services for children with autism and their parents and adolescent anger management. 67,812
    Virginia Diabetes Council
    2618 Iron Forge Road
    Herndon,VA20171     		  501(C)(3) To provide an evidence-based, self-management program for type 2 diabetics and promote healthy dining choices and active lifestyle. 32,803
    Virginia Healthcare Foundation
    707 East M ain Street Suite 1350
    Richmond,VA23219     		  501(C)(3) To support Charting the Future: Preparing Virginia's Health Care Safety Net initiative. 5,000
    Virginia Legal Aid Society
    PO Box 6200
    Lynchburg,VA24505     		  501(C)(3) To help disabled persons obtain Medicaid or Medicare at the earliest possible point. 75,000
    VOLUNTEER Hampton Roads
    400 West Olney Road Suite B
    Norfolk,VA23507     		  501(C)(3) To support programing to promote corporate social responsibility and develop nonprofit resources. 5,000
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To provide a licensed Practical Nurse for medical care monitoring and intervention for participants with severe/profound intellectual disabilities and physical disabilities 54,846
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) To provide daily client medical checks, medication, and daily group, family, and/or individual therapy sessions and other supports as needed, as well as continuity of care and discharge planning. 100,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(C)(3) To increase the number of medical and dental patients served by collaborating with the Eastern Virginia Medical School and Old Dominion University. 225,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(C)(3) To expand clinical services to a broader population with attention to providing a medical home with consistant care for individuals with chronic medical conditions. 30,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(C)(3) To establish an in-house pharmacy that will increase and improve access to prescription medications. 29,910
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(C)(3) To provide operating funds to serve low-income, uninsured residents and support fund development activities that will increase revenue and long-term sustainability. 225,000
    Western Tidewater Health District Suffolk Health D
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(C)(3) To reduce the number of undesirable birth outcomes through education, intense nurse case management, home visitation and patient assistance to medical appointments. 90,995
    Western Tidewater Health District Suffolk Health D
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(C)(3) To expand Maternal and Child Health and Family Planning services that address teen pregnancy rates, prenatal care and pregnancy outcomes. 76,206
    Western Tidewater Health District Suffolk Health D
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(C)(3) To improve pregnancy outcomes by helping women improve prenatal health, improve child health and development and improve the economic self-sufficiency of families in Franklin City and Isle of Wight County. 47,890
    Western Tidewater Task Force on Aging
    1226 White Marsh Road
    Suffolk,VA23434     		  501(C)(3) Providing assistance to the indigent population living in an Assisted Living Facility in Western Tidewater. 4,824
    YMCA of South Hampton Roads
    250 W Brambleton Ave Suite 100
    Norfolk,VA23510     		NONE 501(C)(3) The YMCA of South Hampton Roads will construct a swimming pool at the YMCA's Kenyon Road location. The pool will be part of a renovation that includes a climbing tower, softball fields, an amphitheater, picnic shelters, an archery range and other outdoor activities. 45,000
    YMCA of South Hampton Roads
    250 W Brambleton Ave Suite 100
    Norfolk,VA23510     		NONE 501(C)(3) To build an Alpine Climbing Tower to be part of a regional day camp and family center that will serve Suffolk, Franklin and greater South Hampton Roads 25,000
    Total .................................bullet 3a 3,909,009
    bApproved for future payment
    EVMS
    P O Box 1980
    Norfolk,VA23501     		  501(C)(3) TO PROVIDE LOAN FORGIVENESS FOR TWO UNDERREPRESENTED MINORITY PHYSICIANS WHO WILL WORK IN THE FOUNDATION'S SERVICE AREA. 25,000
    VCU
    520 N 12th Street
    P O Box 980566
    RICHMOND,VA23298     		  501(C)(3) TO INCREASE THE NUMBER OF UNDERREPRESENTED MINORITIES AND LOW-INCOME STUDENTS WORKING AS DENTISTS IN UNDERSERVED AREA THROUGH HEALTH ADVISOR WORKSHOPS, A FOUR-WEEK SUMMER PROGRAM AND A LOAN FORGIVENESS PROGRAM. 213,589
    The Planning Council
    5365 Robin Hood Road
    Suite 700
    Norfolk,VA23513     		  501(C)(3) TO HIRE A HEALTH ANALYST TO ANALYZE EXISTING DATABASES AT THE WESTERM TIDEWATER HEALTH DISTRICT. 36,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(C)(3) TO IMPROVE PATIENT ACCESS TO MEDICAL AND DENTAL CARE. 7,477
    CHKD
    601 Childrens Lane
    Norfolk,VA23507     		  501(C)(3) TO IMPLEMENT A CLINICAL APPROACH TO REDUCE OBESITY AMONG WESTERN TIDEWATER AND GATES COUNTY CHILDREN WHO HAVE BEEN DIAGNOSED WITH OBESITY AND ANOTHER CHRONIC DISEASES. 3,271
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(C)(3) TO RAISE AWARENESS AND REDUCE THE RISK OF DIABETES BY EDUCATING PHYSICIANS, CONDUCTING SCREENINGS AND IMPLEMENTING A TELEPHONIC CARE MANAGEMENT PLAN TO PATIENTS REFERRED. 18,449
    ForKids Inc
    4000 Colley Ave Suite 300 PO B
    Norfolk,VA23508     		  501(C)(3) TO OFFER BEHAVIORAL HEALTH SCREENINGS, REFERRAL TO CARE, AND TRANSPORTATION TO SERVICES FOR NEWLY IDENTIFIED HOMELESS ADULTS AND CHILDREN 3,356
    Patient Advocate Foundation
    421 Butlerll Farm Road
    Hampton,VA23666     		  501(C)(3) TO INCREASE ACCESS TO HEALTHCARE THROUGH PATIENT EDUCATION AND HEALTHCARE ASSISTANCE RESOURCES. 8,365
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(C)(3) TO PROVIDE BASIC DENTAL SERVICES FOR CHILDREN AND ADULTS. 15,000
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(C)(3) TO SCREEN AND IDENTIFY UNDIAGNOSED DIABETICS AND PROVIDE CLINICAL LEARNING GROUPS THAT HELP PATIENTS TREAT AND MANAGE THE DISEASE. 10,000
    Suffolk Meals on Wheels
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) TO PROVIDE NUTRITIOUS MEAL DELIVERY TO SENIORS AND THE DISABLED RESIDENTS WHO ARE HOMEBOUND, HOME ALONE AND IN FINANCIAL NEED. 10,427
    Suffolk Salvation Army Corps
    400 Bank St
    Suffolk,VA23434     		  501(C)(3) TO HELP BUILD A FACILITY WHERE CHILDREN AND OLDER ADULTS CAN EXERCISE, LEARN ABOUT NUTRITION AND ACCESS OTHER PROGRAMS AND RESOURCES. 25,000
    Surry Area Free Clinic
    PO Box 32
    Surry,VA23883     		  501(C)(3) TO EXPAND SERVICES AND PROVIDE NEW CONSTRUCTION FOR THE SURRY FREE CLINIC. 8,630
    Town of Smithfield
    P O Box 246
    Smithfield,VA23431     		  501(C)(3) TO DEVELOP A COMMUNITY WELLNESS PLAN IN THE TOWN OF SMITHFIELD TO PROMOTE HEALTHY LIFESTYLES AND ENCOURAGE ACTIVITIES AT WINDSOR CASTLE PARK. 7,775
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(C)(3) TO OFFER TRAUMATIC STRESS SYMPTOM EDUCATION AND REFERRAL SYSTEM TO COMMUNITY PROVIDERS AND CONDUCT TRAUMATIC STRESS THERAPY TO INDIVIDUALS REFERRED. 16,823
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) TO PURCHASE PHYSICAL AND OCCUPATIONAL THERAPY EQUIPMENT AND EMPLOY A LICENSED PRACTICAL NURSE TO MONITOR CHRONIC DISEASE SYMPTOMS FOR ADULT PATIENTS WITH PROFOUND INTELLECTUAL AND OTHER COMPLEX DISABILITIES. 6,095
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(C)(3) TO IMPROVE PATIENT ACCESS TO MEDICAL AND DENTAL CARE. 25,000
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(C)(3) TO IMPLEMENT A NATIONAL MODEL - THE NURSE FAMILY PARTNERSHIP PROGRAM - TO HELP IMPROVE PRENATAL HEALTH, CHILD HEALTH AND DEVELOPMENT THOUGH AGE TWO IN FRANKLIN CITY AND ISLE OF WIGHT COUNTY. 10,111
    YMCA of South Hampton Roads
    250 W Brambleton Ave Suite 100
    Norfolk,VA23510     		  501(C)(3) TO CONSTRUCT A REGIONAL SWIMMING POOL THAT WILL PROVIDE CHILDREN WITH EXERCISE, SAFETY TRAINING AND HEALTHY GROUP ACTIVITIES AT THE Y'S CAMP ARROWHEAD. 5,000
    Access Partnership
    P O Box 41093
    Norfolk,VA23451     		  501(C)(3) TO PROVIDE LOW-INCOME, UNINSURED RESIDENTS IN WESTERN TIDEWATER WITH EXPANDED ACCESS TO DIAGNOSTIC AND SPECIALTY MEDICAL SERVICES. 26,047
    Albemarle Health
    1144 North Road
    Elizabeth City,NC27909     		  501(C)(3) TO ACQUIRE AND IMPLEMENT AN ELECTRONIC HEALTH RECORD AND PAYMENT MANAGEMENT SYSTEM TO IMPROVE CLINICAL QUALITY AND SAFETY OF PATIENTS. 35,551
    Albemarle Health
    1144 North Road
    Elizabeth City,NC27909     		  501(C)(3) TO CONDUCT A SCHOOL-BASED HEALTHY LIFESTYLE PROGRAM BASED ON EXERCISE AND NUTRITION EDUCATION FOR GATES COUNTY STUDENTS AND SCHOOL EMPLOYEES. 36,000
    American Diabetes Association
    870 Greenbrier Circle Suite 404
    Chesapeake,VA23320     		  501(C)(3) TO TRAIN AMBASSADORS IN AFRICAN AMERICAN CONGREGATIONS TO RAISE AWARENESS OF DIABETES AND STRESS THE IMPORTANCE OF EARLY DETECTION, DISEASE MANAGEMENT, AND HEALTH RISK FACTORS. 13,856
    American Heart Association
    4201 Park Place Court
    Glen Allen,VA23060     		  501(C)(3) TO DEVELOP A PLAN TO EVOKE A CULTURAL CHANGE AND IMPROVE THE NUTRITIONAL CONTENT OF MEALS SERVED IN FAITH-BASED INSTITUTIONS. 12,080
    Bon Secours Maryview Foundation
    100 Kingsley Lane Suite 204
    Norfolk,VA23505     		  501(C)(3) TO PROVIDE CONSISTENT, FREE, PRIMARY HEALTHCARE TO THE MEDICALLY UNDERSERVED PATIENTS USING THE MOBILE CARE-A-VAN. 75,000
    ACCESS AIDS
    222 West 21st St Suite F-308
    Norfolk,VA23517     		  501(C)(3) TO EXPAND RAPID-HIV TESTING AND EDUCATION TO SUFFOLK, FRANKLIN AND ISLE OF WIGHT COUNTY RESIDENTS. 21,493
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(C)(3) TO ENROLL UNINSURED PREGNANT WOMEN, AND FAMILIES OF CHILDREN WHO DO NOT HAVE HEALTH INSURANCE IN FAMIS. 14,146
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(C)(3) TO PROVIDE LIFE COACHES IN SENTARA OBICI HOSPITAL'S EMERGENCY ROOM TO HELP UNINSURED OR UNDERINSURED PATIENTS SECURE PRIMARY CARE SERVICES AND OTHER RESOURCES. 35,709
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(C)(3) TO RENOVATE AND EXPAND THE CURRENT SUFFOLK FACILITY TO ALLOW AN INCREASE IN THE NUMBER OF CHILDREN SERVED. 25,000
    City of Suffolk
    PO Box 1858
    Suffolk,VA23439     		  501(C)(3) TO PROVIDE ADULTS AND YOUTH WITH INCREASED PHYSICAL ACTIVITY AND BETTER NUTRITION USING THE GET UP AND GET OUT PROGRAM.. 15,897
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) TO PROVIDE UNINSURED PATIENTS WITH CASE MANAGEMENT SERVICES THAT IMPROVE SELF CARE DISEASE MANAGEMENT SKILLS FROM THE HOSPITAL TO HOME. 37,500
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) TO DEVELOP AND IMPLEMENT A HOSPITAL-BASED, UNIVERSAL RISK SCREENING DURING PREGNANCY OR AT BIRTH THAT CONNECTS NEW PARENTS WITH APPROPRIATE COMMUNITY RESOURCES. 68,642
    Foodbank of Southeastern Virginia
    PO Box 1940
    Norfolk,VA23501     		  501(C)(3) TO RENOVATE AND EXPAND THE STORAGE FACILITY TO INCREASE FOOD DISTRIBUTION. 12,500
    Mother Seton House Inc
    3333 VA B Blvd
    Virginia Beach,VA23452     		  501(C)(3) TO DEVELOP A PLAN FOR HOUSING AND SUPPORTIVE SERVICES FOR YOUTH WHO HAVE NO RESOURCES THROUGH FAMILY OR EXTENDED FAMILY. 7,500
    Paul D Camp Community College
    PO Box 737
    Franklin,VA23851     		  501(C)(3) TO EXPAND LABORATORY TRAINING EQUIPMENT IN THE NURSING AND ALLIED HEALTH PROGRAM (SUFFOLK CAMPUS) AND INCREASE THE NUMBER OF STUDENTS GRADUATING. 55,293
    RX Partnership
    2924 Emerywood Pkwy
    Richmond,VA23294     		  501(C)(3) TO PROVIDE FREE PRESCRIPTION MEDICATION AND LOW-COST SUPPLIES TO LOW-INCOME, UNINSURED RESIDENTS SERVED BY THE WESTERN TIDEWATER FREE CLINIC. 7,500
    Smart Beginnings Western Tidewater
    601 North Mechanic Street Suite 20
    Franklin,VA23851     		  501(C)(3) TO INCREASE THE NUMBER OF WESTERN TIDEWATER CHILDREN ENROLLED IN FAMIS. 16,000
    Suffolk Department of Social Services
    135 Hall Avenue
    Suffolk,VA23434     		  501(C)(3) TO INCREASE THE ENROLLMENT OF CHILDREN AND FAMILIES IN MEDICAID AND FAMIS. 13,960
    Suffolk Family YMCA
    2769 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) TO INCREASE CARDIOVASCULAR FITNESS, PHYSICAL STRENGTH, AND LIFE SKILLS FOR YOUTH PARTICIPATING IN AN AFTER-SCHOOL JUMP ROPE PROGRAM. 37,500
    Suffolk Partnership for a Healthy Community
    PO Box 6082
    Suffolk,VA23433     		  501(C)(3) TO DEVELOP A 10-YEAR COMMUNITY WELLNESS PLAN THAT PROMOTES ACTIVE LIFESTYLES, ACCESS TO HEALTHY FOODS, NEIGHBORHOOD ENGAGEMENT AND IMPLEMENTATION. 43,800
    Suffolk Partnership for a Healthy Community
    PO Box 6082
    Suffolk,VA23433     		  501(C)(3) TO IMPLEMENT THE POSITIVE LIFESTYLE COMMITMENT PROGRAM, AN INDIVIDUAL, COMPREHENSIVE WELLNESS CARE MANAGEMENT PROGRAM IN SUFFOLK. 16,150
    Suffolk Public Schools
    100 N Main St
    Suffolk,VA23434     		  501(C)(3) TO PROVIDE A WELLNESS COACH FOR TEACHERS AND STUDENTS TO INCORPORATE EXERCISE AND NUTRITIONAL INFORMATION INTO DAILY CORE CURRICULUM. 37,500
    Suffolk Public Schools
    100 N Main St
    Suffolk,VA23434     		  501(C)(3) TO DEVELOP A COMPREHENSIVE HEALTH PLAN; IMPLEMENT AFTER-SCHOOL CHALLENGE CLUBS FOCUSED ON OBESITY PREVENTION; AND ESTABLISH SALAD BARS IN CAFETERIAS FOR BETTER NUTRITION. 103,000
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(C)(3) TO OFFER TELEMENTAL HEALTH COUNSELING SERVICES FOR FATHERHOOD DEVELOPMENT, ANGER MANAGEMENT AND AUTISTIC CHILDREN AND THEIR PARENTS 29,063
    Virginia Diabetes Council
    2618 Iron Forge Road
    Herndon,VA20171     		  501(C)(3) TO PROVIDE AN EVIDENCE-BASED, SELF-MANAGEMENT PROGRAM FOR TYPE 2 DIABETICS AND PROMOTE HEALTHY DINING CHOICES AND ACTIVE LIFESTYLES. 17,723
    Virginia Legal Aid Society
    PO Box 6200
    Lynchburg,VA24505     		  501(C)(3) TO HELP INDIVIDUALS WITH COMPLICATED DISABILITY CASES NAVIGATE THE APPLICATION PROCESS TO SECURE MEDICAID OR MEDICARE. 37,500
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(C)(3) TO ESTABLISH WESTERN TIDEWATER'S FIRST OUTPATIENT MEDICAL DETOXIFICATION PROGRAM, PROVIDING DAILY TESTING, COUNSELING, SUPPORT AND REFERRAL SERVICES TO SUBSTANCE ABUSERS. 100,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(C)(3) TO PROVIDE OPERATIONAL SUPPORT FOR MEDICAL CARE AND CHRONIC DISEASE MANAGEMENT OF UNINSURED PATIENTS. 225,000
    Western Tidewater Health District
    135 Hall Ave
    Suffolk,VA234344654     		  501(C)(3) TO IMPLEMENT A NATIONAL MODEL - THE NURSE FAMILY PARTNERSHIP PROGRAM - TO IMPROVE PRENATAL HEALTH, CHILD HEALTH AND DEVELOPMENT THOUGH AGE TWO IN FRANKLIN CITY AND ISLE OF WIGHT COUNTY. 47,884
    EASTERN VIRGINIA MEDICAL SCHOOL
    POBOX 1980
    NORFOLK,VA235011980     		  501(C)(3) TO IMPROVE ACCESS TO CARE FOR UNINSURED PATIENTS AT THE WESTERN TIDEWATER FREE CLINIC BY PROVIDING MEDICAL APPOINTMENTS WITH EASTERN VIRGINIA MEDICAL SCHOOL FAMILY MEDICINE RESIDENTS, THIRD-YEAR MEDICAL STUDENTS AND AN ATTENDING PHYSICIAN. 7,500
    Senior Services of Southeastern Virginia
    5 Interstate Corporate Center 6350
    SUITE 101
    NORFOLK,VA23502     		  501(C)(3) TO PROVIDE COMMUNITY EDUCATION, COUNSELING AND ASSISTANCE TO ENROLL SENIORS IN MEDICARE AND MEDICAID BENEFITS AND OTHER COMMUNITY RESOURCES FOR HEALTHCARE AND PRESCRIPTION DRUG COVERAGE. 10,002
    Senior Services of Southeastern Virginia
    5 Interstate Corporate Center 6350
    Norfolk,VA23502     		  501(C)(3) TO CONDUCT A TRANSPORTATION NEEDS ASSESSMENT AND DEVELOP A PUBLIC TRANSPORTATION PLAN FOR (WHO?) IN THE CITIES OF SUFFOLK AND FRANKLIN AND THE COUNTIES OF ISLE OF WIGHT AND SOUTHAMPTON. 45,483
    ForKids Inc
    4000 Colley Ave
    NORFOLK,VA23508     		  501(C)(3) TO CONNECT HOMELESS FAMILIES WITH EMERGENCY SHELTER, RAPID RE-HOUSING, INSURANCE AND HEALTHCARE SERVICES. 37,500
    Total .................................bullet 3b 1,780,647
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 1,366,996  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 2,645,365  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INCOME     14 1,698,600  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   5,710,961  
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,710,961
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    OBICI HEALTHCARE FOUNDATION INC
     
    Employer identification number

    51-0249728
    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 is not covered by the General Rule and/or the Special Rules does not 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 Part I, line 2, of its Form 990-PF, to certify that it does not 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, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    OBICI HEALTHCARE FOUNDATION INC
          		Employer identification number

    51-0249728
    Part I
    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
     
     

    O'CONNOR AND COMPANY    
    314 W WASHINGTON ST
       
    SUFFOLK, VA   23434

    		$5,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    OBICI HEALTHCARE FOUNDATION INC
          		Employer identification number

    51-0249728
    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
    1
    		 MR. PEANUT ANTIQUE, CAST IRON STATUE   $5,000  
    (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, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    OBICI HEALTHCARE FOUNDATION INC
          		Employer identification number

    51-0249728
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. 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, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE AND AUDIT SVCS 43,075     41,375

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

    TY 2011 DepreciationSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 2010-03-01 102,507   L          
    LAND-CONSTRUCTION 2010-03-01 349,632 19,756     18,243      
    LAND IMPR FENCE 2010-04-09 1,300 162 SL 8 163      
    BRONZE SIGN 2010-04-12 3,449 229 SL 15 230      
    LANDSCAPING CONTRA 2010-05-13 54,997 4,583 SL 10 5,500      
    CIVIL CONSTRUCTION 2010-08-31 2,373 31 SL 45 53      
    FINAL UNDERCUTTING 2010-09-01 1,524 59 SL 15 102      
    REVIEW OF FINAL DR 2010-09-01 210 3 SL 45 5      
    ORIGINAL CONSTRUCT 2010-03-01 1,594,184 62,783     57,954      
    STAIRS & CABINETS 2010-09-01 7,431 165 SL 45 165      
    CONSTRUCTION ADMN 2010-09-01 4,653 60 SL 45 103      
    SNOW GUARDS 2011-03-10 10,200 0 SL 45 227      
    COMPUTER 2006-12-18 1,447 1,230 SL 5 217      
    COPIER 2006-12-18 6,100 5,185 SL 5 915      
    2 COMPUTER MONITOR 2006-12-18 3,423 2,910 SL 5 513      
    BROTHER LASER PRIN 2006-12-18 707 601 SL 5 106      
    COMPUTER EQUIPMENT 2006-12-18 980 832 SL 5 148      
    3 COMPUTER MONITOR 2007-01-02 5,308 4,512 SL 5 796      
    COMPUTER EQUIPMENT 2007-01-02 912 775 SL 5 137      
    PHONE SYSTEM 2007-01-19 2,939 1,748 SL 7 420      
    PHONES 2007-01-24 591 351 SL 7 84      
    PHONE - VOICEMAIL 2007-02-14 2,601 1,549 SL 7 372      
    PRINTER 2007-02-15 657 547 SL 5 110      
    LAPTOP COMPUTER 2007-04-23 1,344 1,053 SL 5 269      
    PROJECTOR 2007-04-23 1,302 1,020 SL 5 260      
    GIFTS MGT SOFTWARE 2007-06-01 14,960 14,960 SL 3        
    3 POWER POINT SOFT 2007-06-01 595 595 SL 3        
    AVAYA PHONE- LISA 2007-07-13 435 227 SL 7 62      
    2 ADOBE DREAM WEAV 2007-07-21 1,065 1,065 SL 3        
    2 ADOBE CREATIVE S 2007-09-21 837 837 SL 3        
    DESKTOP COMPUTER 2008-08-06 2,066 1,136 SL 5 413      
    MICROSOFT OFFICE P 2008-09-22 897 748 SL 3 149      
    FILE ROOM SYSTEM 2008-10-03 1,300 1,300 SL 10        
    DOCUMENTS MANAGER 2009-06-02 3,156 1,929 SL 3 1,052      
    ESSENTIAL'S GIFTS 2010-01-01 13,720 5,716 SL 3 4,573      
    BUILDING PROJECT 2010-03-01 52,195 6,853 SL 8 6,326      
    2 HP DESKTOP COMP 2010-06-11 2,596 389 SL 5 519      
    WIRELESS KEYBOARD 2010-11-05 351 29 SL 5 70      
    FURNITURE 2006-12-07 5,255 3,253 SL 7 751      
    CONFERENCE TABLE 2008-02-01 4,370 1,977 SL 7 624      
    8 CONFERENCE CHAIR 2008-02-01 1,253 567 SL 7 179      
    2 LEATHER MESH CHA 2008-08-04 713 272 SL 7 102      
    DESK & FILE CABINE 2008-08-01 781 223 SL 7 112      
    CONFERENCE TABLE 2010-03-01 1,750 42 SL 7 250      
    DESK, FILE CABINET 2009-12-14 3,386 126 SL 7 484      
    OFFICE CHAIR 2010-01-01 362 26 SL 7 52      
    BUILDING PROJECT C 2010-03-01 98,435 12,192 SL 7 11,254      
    SAFE 2010-07-02 582 62 SL 7 83      
    OAK BASE TABLE 2010-12-20 600 21 SL 7 86      
    TASK CHAIR & KEYBO 2011-01-10 543 19 SL 7 78      
    LANDSCAPING-NEAR C 2011-10-03 6,008   SL 10 300      
    LOCATION SIGN (MAI 2012-03-06 1,680   SL 15 9      
    LANDSCAPING - MAIN 2012-03-28 4,993   SL 10        
    CS5 SOFTWARE (3) 2011-04-06 1,832   SL 3 611      
    HP DESKTOP COMPUTE 2011-04-20 5,291   SL 5 970      
    ADOBE COTRIBUTE LI 2011-05-01 339   SL 3 104      
    HP DESKTOP COMP 2011-08-25 1,890   SL 5 221      
    SONIC WALL (COMPUT 2011-08-25 1,115   SL 5 130      
    COMPUTER PROJECTOR 2011-08-26 917   SL 5 107      
    I- PAD (& APPS) 2011-09-26 650   SL 5 65      
    DELL DESKTOP COMPU 2012-03-26 2,800 0 SL 5        
    COMPUTER MONITOR 2012-03-26 240 0 SL 5        
    CHAIR (PROGRAM OFF 2011-05-12 366   SL 7 48      
    BOOKCASE (PROGRAM 2011-07-18 224   SL 7 21      
    TASK CHAIR (EXECUT 2011-08-01 387   SL 7 37      
    FOUNDERS PLAQ 2011-10-01 549   SL 7 39      
    DESK HUTCH 2012-03-19 458 0 SL 7        
    WIRE SHELVING (3-4 2012-03-19 825 0 SL 7        
    PRINTER STAND 2012-03-19 377 0 SL 7        
    LATERAL FILE CABIN 2012-03-19 2,430 0 SL 7        
    EXECUTIVE CHAIRS 2012-03-19 817 0 SL 7        
    LANDSCAPING- CAC 2011-10-03 6,008   SL 10 300      
    LOCATION SIGN 2012-03-06 1,680   SL 15 9      
    LANDSCAPING-MAIN 2012-03-28 4,993   SL 10        
    CS5 SOFTWARE (3) 2011-04-06 1,832   SL 3 611      
    HP DESKTOP COMPUTE 2011-04-20 5,291   SL 5 970      
    ADOBE COTRIBUTE LI 2011-05-01 339   SL 3 104      
    HP DESKTOP COMPUTE 2011-08-25 1,890   SL 5 221      
    SONIC WALL 2011-08-25 1,115   SL 5 130      
    COMPUTER PROJECTOR 2011-08-26 917   SL 5 107      
    I- PAD (&APPS) 2011-09-26 650   SL 5 65      
    DELL DESKTOP COMPU 2012-03-26 2,800   SL 5        
    COMPUTER MONITOR 2012-03-26 240   SL 5        
    CHAIR (PROGRAM OFF 2011-05-12 366   SL 7 48      
    BOOKCASE 2011-07-18 224   SL 7 21      
    TASK CHAIR 2011-08-01 387   SL 7 37      
    FOUNDERS PLAQUE 2011-10-01 549   SL 7 39      
    DESK HUTCH 2012-03-19 458   SL 7        
    WIRE SHELVING 2012-03-19 825   SL 7        
    PRINTER STAND 2012-03-19 377   SL 7        
    LATERAL FILE CABIN 2012-03-19 2,430   SL 7        
    EXECUTIVE CHAIRS 2012-03-19 816   SL 7        
    SOFTWARE 2007-01-02 182 182 SL 3        
    SOFTWARE 2007-01-02 730 730 SL 3        
    SOFTWARE 2006-12-18 100 100 SL 3        
    SOFTWARE 2006-12-18 452 452 SL 3        
    SOFTWARE 2007-03-31 283 283 DS 3        
    SOFTWARE 2007-03-31 849 849 DS 3        

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Name of Bond End of Year Book Value End of Year Fair Market Value
    RIDGEWORTH FD TOTAL RETURN BD 2,039,385 2,039,385
    PIMCO GLOBAL BOND FUND 1,033,679 1,033,679

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCURAY INC 0 0
    ANALOG DEVICES INC. 0 0
    APPLE INC 0 0
    ASCENA RETAIL GROUP INC 0 0
    AUTOMATIC DATA PROCESSING INC 303,545 303,545
    AVNET INC 0 0
    BABCOCK & WILCOX CO 409,425 409,425
    CELGENE CORP 0 0
    CENOVUS ENERGY INC 222,828 222,828
    CHECKPOINT SYS INC 183,300 183,300
    CME GROUP INC 289,330 289,330
    CONSTELLATION BRANDS INC 0 0
    COOPER COS INC 0 0
    CORELOGIC INC 0 0
    CREE INC 0 0
    CROWN HOLDINGS INC. 0 0
    CSX CORP 0 0
    ENCANA CORP 0 0
    EXPRESS SCRIPTS INC 325,080 325,080
    FMI LARGE CAP 0 0
    FREEPORT-MCMORAN COPPER & GOLD 0 0
    HAYNES INTL INC 0 0
    HERTZ GLOBAL HLDGS 0 0
    INTERNATIONAL BUSINESS MACHS 0 0
    INTL FLAVORS & FRAGRANCES INC 0 0
    JOHNSON CTLS INC 0 0
    MOSAIC CO 0 0
    NALCO HLDG CO 0 0
    NV ENERGY INC 0 0
    ORITANI FINL CORP 0 0
    PATTERSON COS INC 0 0
    PETSMART INC 0 0
    PHARMERICA CORP 0 0
    STRATEGY-I 0 0
    REPUBLIC SVCS 0 0
    SCOTTS MIRACLE-GRO 0 0
    SONOVA HLDG AG SPONS 0 0
    SOUTHWESTERN ENERGY CO 0 0
    STILLWATER MINING CO 0 0
    STRYKER CORP 0 0
    VERISK ANALYTICS INC 0 0
    WHIRLPOOL CORP 0 0
    XEROX CORP 0 0
    DOLAN CO/THE COM 199,126 199,126
    FEMALE HEALTH CO/THE COM 139,251 139,251
    HALLMARK FINL SVCS INC COM 121,056 121,056
    INTERACTIVE INTELLIGENCE    
    GROUP COM 457,162 457,162
    INTL FCSTONE INC COM 407,103 407,103
    OMEGA FLEX INC COM 45,784 45,784
    STAMPS COM INC COM NEW 85,313 85,313
    TANDY LEATHER FACTORY INC COM 60,877 60,877
    UTAH MED PRODS INC COM 90,346 90,346
    WINMARK CORP COM 359,981 359,981
    C H ROBINSON WORLDWIDE    
    INC COM NEW 261,960 261,960
    DONALDSON INC COM 357,300 357,300
    EXXON MOBIL CORP COM 173,460 173,460
    GEN-PROBE INC NEW COM 179,307 179,307
    IDEXX LABS INC COM 122,430 122,430
    INTEL CORP COM 337,380 337,380
    ISHARES TR 1-3 YR TREAS    
    INDEX ETF 252,960 252,960
    METTLER-TOLEDO INTL INC COM 295,600 295,600
    NATIONAL OILWELL VARCO INC COM 206,622 206,622
    SGS SA UNSPONS ADR 291,750 291,750
    SIGMA-ALDRICH CORP COM 189,956 189,956
    TECHNE CORP COM 196,280 196,280
    TERADATA CORP DEL COM 340,750 340,750
    VARIAN MEDICAL SYS INC COM 262,048 262,048
    BARRETT BILL CORP COM 335,529 335,529
    BRINKER INTL INC COM 192,850 192,850
    CABOT MICROELECTRONICS    
    CORP COM 276,048 276,048
    CALGON CARBON CORP COM 376,201 376,201
    CIRCOR INTL INC COM 133,080 133,080
    EXELIS INC COM 384,364 384,364
    FEDERATED INVESTORS INC    
    CL B COM 233,064 233,064
    GENERAC HLDGS INC COM 189,035 189,035
    HANESBRANDS INC COM 366,296 366,296
    JOHN BEAN TECHNOLOGIES COM 288,360 288,360
    KAR AUCTION SVCS INC COM 330,684 330,684
    LENDER PROCESS ING SVCS    
    INC COM 468,000 468,000
    LIVE NATION ENTERTAINMENT    
    INC COM 354,380 354,380
    PENSKE AUTOMOTIVE GRP    
    INC COM 475,359 475,359
    PERKINELMER INC COM 370,644 370,644
    RALCORP HLDGS INC COM 370,450 370,450
    SOLUTIA INC COM 104,775 104,775
    TIDEWATER INC COM 237,688 237,688
    UNITED STATES CELLULAR    
    CORP COM 245,580 245,580
    VCA ANTECH INC COM 440,201 440,201
    ZEBRA TECHNOLOGIES CORP    
    CORP COM CL A 160,190 160,190
    NEUBERGER BERMAN EQUITY-I 2,864,169 2,864,169
    PIMCO COMMODITY REALRTN    
    STRATEGY-I 2,934,053 2,934,053
    3M CO COM 392,524 392,524
    ACCENTURE PLC CL A COM 309,600 309,600
    AMERICAN EXPRESS CO COM 243,012 243,012
    AMERISOURCEBERGEN CORP COM 256,799 256,799
    AUTOMATIC DATA PROCESSING    
    INC COM 220,760 220,760
    BANK OF NEW YORK MELLON    
    CORP COM 314,897 314,897
    BERKSHIRE HATHAWAY INC    
    CL B COM NEW 326,629 326,629
    CINTAS CORP COM 216,138 216,138
    COMERICA INC COM 273,442 273,442
    COVIDEN PLC COM 250,161 250,161
    DEVON ENERGY CORP NEW COM 302,260 302,260
    DIAGEO PLC SPONS ADR 161,638 161,638
    GLAXOSMITHKLINE PLC ADR 254,864 254,864
    ILLINOIS TOOL WKS INC COM 254,184 254,184
    INGERSOLL-RAND PLC COM 189,176 189,176
    KIMBERLY CLARK CORP COM 266,004 266,004
    MICROSOFT CORP COM 239,493 239,493
    MONSANTO CO NEW COM 155,532 155,532
    NESTLE SA SPONS ADR 294,525 294,525
    OMNICOM GROUP COM 274,776 274,776
    SCHLUMBERGER LTD COM 145,105 145,105
    STAPLES INC COM 313,276 313,276
    SYSCO CORP COM 341,897 341,897
    TE CONNECTIVITY LTD COM 283,894 283,894
    TIME WARNER INC NEW COM 260,475 260,475
    UNITED PARCEL SVC INC    
    CL B COM 334,988 334,988
    WAL-MART STORES INC COM 341,190 341,190
    WILLIS GROUP HLDGS PLC    
    USD.00011 COM 160,908 160,908

    TY 2011 InvestmentsOtherSchedule2
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    THE TORRY DEVELOPMENT      
    OFFSHORE FUND   0 0
    HIGHCLERE INTERNATION SMALL      
    CO FUND   6,257,575 6,257,575
    CEDAR ROCK CAPITAL      
    PARTNERS LLC   9,781,447 9,781,447
    1607 CAPITAL PARTNERS   5,981,217 5,981,217
    BLUESTEM PARTNERS LP   8,422,514 8,422,514
    SR GLOBAL FD INC EMERGING      
    MKT-1   0 0
    WINSTON HEDGED EQUITY   260,591 260,591
    ACACIA INST. PARTNERS   6,159,444 6,159,444
    REDWOOD OFFSHORE FUND LTD   4,803,006 4,803,006
    SANDERSON INTERNATIONAL      
    VALUE FUND   6,043,888 6,043,888
    KYLIN OFFSHORE LTD-CCC      
    SER 1 INITIAL   3,430,963 3,430,963
    MERCHANTS GATE OFFSHORE LTD      
    CL B-NR1   3,391,807 3,391,807
    SRS PARTNERS   3,000,000 3,000,000
    REGIMENT CAPITAL SPECIAL      
    SITUATIONS FD   758,484 758,484
    BROADWAY GATE OFFSHORE FUND   3,204,072 3,204,072
    NATAHALA CAPITAL OFFSHORE FUND   3,019,967 3,019,967

    TY 2011 LandEtcSchedule2
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 102,507   102,507  
    LAND-CONSTRUCTION 349,632 37,999 311,633  
    LAND IMPR FENCE 1,300 325 975  
    BRONZE SIGN 3,449 459 2,990  
    LANDSCAPING CONTRA 54,997 10,083 44,914  
    CIVIL CONSTRUCTION 2,373 84 2,289  
    FINAL UNDERCUTTING 1,524 161 1,363  
    REVIEW OF FINAL DR 210 8 202  
    ORIGINAL CONSTRUCT 1,594,184 120,737 1,473,447  
    STAIRS & CABINETS 7,431 330 7,101  
    CONSTRUCTION ADMN 4,653 163 4,490  
    SNOW GUARDS 10,200 227 9,973  
    COMPUTER 1,447 1,447    
    COPIER 6,100 6,100    
    2 COMPUTER MONITOR 3,423 3,423    
    BROTHER LASER PRIN 707 707    
    COMPUTER EQUIPMENT 980 980    
    3 COMPUTER MONITOR 5,308 5,308    
    COMPUTER EQUIPMENT 912 912    
    PHONE SYSTEM 2,939 2,168 771  
    PHONES 591 435 156  
    PHONE - VOICEMAIL 2,601 1,921 680  
    PRINTER 657 657    
    LAPTOP COMPUTER 1,344 1,322 22  
    PROJECTOR 1,302 1,280 22  
    GIFTS MGT SOFTWARE 14,960 14,960    
    3 POWER POINT SOFT 595 595    
    AVAYA PHONE- LISA 435 289 146  
    2 ADOBE DREAM WEAV 1,065 1,065    
    2 ADOBE CREATIVE S 837 837    
    DESKTOP COMPUTER 2,066 1,549 517  
    MICROSOFT OFFICE P 897 897    
    FILE ROOM SYSTEM 1,300 1,300    
    DOCUMENTS MANAGER 3,156 2,981 175  
    ESSENTIAL'S GIFTS 13,720 10,289 3,431  
    BUILDING PROJECT 52,195 13,179 39,016  
    2 HP DESKTOP COMP 2,596 908 1,688  
    WIRELESS KEYBOARD 351 99 252  
    FURNITURE 5,255 4,004 1,251  
    CONFERENCE TABLE 4,370 2,601 1,769  
    8 CONFERENCE CHAIR 1,253 746 507  
    2 LEATHER MESH CHA 713 374 339  
    DESK & FILE CABINE 781 335 446  
    CONFERENCE TABLE 1,750 292 1,458  
    DESK, FILE CABINET 3,386 610 2,776  
    OFFICE CHAIR 362 78 284  
    BUILDING PROJECT C 98,435 23,446 74,989  
    SAFE 582 145 437  
    OAK BASE TABLE 600 107 493  
    TASK CHAIR & KEYBO 543 97 446  
    LANDSCAPING- CAC 6,008 300 5,708  
    LOCATION SIGN 1,680 9 1,671  
    LANDSCAPING-MAIN 4,993   4,993  
    CS5 SOFTWARE (3) 1,832 611 1,221  
    HP DESKTOP COMPUTE 5,291 970 4,321  
    ADOBE COTRIBUTE LI 339 104 235  
    HP DESKTOP COMPUTE 1,890 221 1,669  
    SONIC WALL 1,115 130 985  
    COMPUTER PROJECTOR 917 107 810  
    I- PAD (&APPS) 650 65 585  
    DELL DESKTOP COMPU 2,800   2,800  
    COMPUTER MONITOR 240   240  
    CHAIR (PROGRAM OFF 366 48 318  
    BOOKCASE 224 21 203  
    TASK CHAIR 387 37 350  
    FOUNDERS PLAQUE 549 39 510  
    DESK HUTCH 458   458  
    WIRE SHELVING 825   825  
    PRINTER STAND 377   377  
    LATERAL FILE CABIN 2,430   2,430  
    EXECUTIVE CHAIRS 816   816  
    SOFTWARE        
    SOFTWARE 730 730    
    SOFTWARE        
    SOFTWARE 452 452    
    SOFTWARE        
    SOFTWARE 849 849    


    TY 2011 LegalFeesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES FOR CORPORATE 10,855     10,855
    MATTERS, DEFENDING LAWSUIT        


    TY 2011 OtherAssetsSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART COLLECTION 653,240 658,240 658,240
    CEMETERY LOTS 24,000 24,000 24,000
    ACCRUED INTEREST ON      
    INVESTMENTS 18,283 37,472 37,472
    DEPOSITS 100 100 100


    TY 2011 OtherDecreasesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Amount
    UNREALIZED LOSSES IN INVESTMENTS 4,485,926
    UNREALIZED LOSSES IN PARTNERSHIPS AND 0
    FOREIGN INVESTMENTS 150,128


    TY 2011 OtherExpensesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 15,054     15,342
    MAINTENANCE AGREEMENTS 37,238     36,094
    INSURANCE 12,322     12,322
    OFFICE EXPENSES 15,113     15,214
    AMORTIZATION 2,472     0
    MISCELLANEOUS 4,781     4,781


    TY 2011 OtherIncomeSchedule2
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 1,698,600 1,742,429  


    TY 2011 OtherIncreasesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Amount
    PRIOR YEAR GRANTS RECOVERED 14,818
    ROUNDING 1


    TY 2011 OtherLiabilitiesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES PAYABLE 199,059 306,269


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGMENT FEES 630,339 630,339   0
    CONSULTANT FEES 80,894     60,945


    TY 2011 TaxesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 278,555      
    OTHER FEES AND TAXES 22,665     22,665