Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
BETHESDA FOUNDATION INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
619 OAK STREET - ACCOUNTING 3 WEST
 
Room/suite
City or town, state or country, and ZIP + 4
CINCINNATI, OH45206
D Employer identification number

23-7374129
E Telephone number

G Gross receipts $ 175,682,450
F Name and address of principal officer:
ANDREW SWALLOW
619 OAK STREET - ACCOUNTING 3 WEST
CINCINNATI,OH45206
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.BETHESDAFOUNDATION.COM
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1974
M State of legal domicile: OH
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SUPPORT BETHESDA HOSPITAL TO ACCOMPLISH ITS STRATEGIC VISION AND MEET HEALTH CARE CHALLENGES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 17
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 18
6 Total number of volunteers (estimate if necessary) .... 6 364
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,836,322 1,627,916
9 Program service revenue (Part VIII, line 2g) ......... 700,000 382,414
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,436,425 10,309,098
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -107,061 203,764
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 6,865,686 12,523,192
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,094,354 7,312,178
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 995,522 1,010,742
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet893,065    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 2,188,737 1,833,683
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,278,613 10,156,603
19 Revenue less expenses. Subtract line 18 from line 12...... 2,587,073 2,366,589
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 88,703,844 96,054,929
21 Total liabilities (Part X, line 26)............ 11,209,365 7,899,706
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 77,494,479 88,155,223
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,312,178 including grants of $ 7,312,178 ) (Revenue $ 382,414 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 7,312,178
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
61
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
18
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
19
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
MICHAEL CROFTON
619 OAK STREET - ACCOUNTING 3 WEST
CINCINNATI,OH45202
(513) 569-6577
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) JOHN BROOKS
TRUSTEE
 1.00 X           0 0 0
(2) ED OSOFSKY
PRESIDENT & CEO (END 9/10)
 40.00 X   X       0 299,743 65,916
(3) RANCE DUKE
TREASURER
 1.00 X   X       0 0 0
(4) THOMAS HUENEFELD
VICE CHAIRMAN
 1.00 X   X       0 0 0
(5) T STEPHEN PHILLIPS
TRUSTEE
 1.00 X           0 0 0
(6) KAREN CLARK
TRUSTEE
 1.00 X           0 0 0
(7) FUHEID DAOUD MD
TRUSTEE
 1.00 X           0 0 0
(8) CRAIG EISENTROUT MD
TRUSTEE
 1.00 X           0 0 0
(9) PEGGY ESHMAN
TRUSTEE
 1.00 X           0 0 0
(10) GRANT HESSER
TRUSTEE
 1.00 X           0 0 0
(11) EDMUND JONES MD
CHAIRMAN
 1.00 X   X       0 0 0
(12) MARION BARRETT LEIBOLD
SECRETARY
 1.00 X   X       0 0 0
(13) EDWARD OWENS III
VICE CHAIRMAN
 1.00 X   X       0 0 0
(14) MYRTIS POWELL
TRUSTEE
 1.00 X           0 0 0
(15) LT WILBURN
TRUSTEE
 1.00 X           0 0 0
(16) DAVID WILTSE MD
TRUSTEE
 1.00 X           0 0 0
(17) SUSAN WEINBERG MD
TRUSTEE
 1.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) JOHN PROUT
TRUSTEE (SCH O)
 1.00 X           0 1,216,064 299,811
(19) GARY ALGIE
INTERIM PRESIDENT (9/10-3/11)
 60.00 X           143,472 0 42,359
(20) MARIE HUENEFELD
TRUSTEE
 1.00 X           0 0 0
(21) ANDREW SWALLOW
PRESIDENT & CEO (START 4/11)
 60.00     X       0 0 0
(22) ROBERT HALONEN
FORMER OFFICER
 0.00           X 0 238,044 0
(23) DONNA NIENABER ESQ
FORMER OFFICER (SCH O)
 0.00           X 0 480,976 138,646
(24) CRAIG RUCKER
FORMER OFFICER (SCH O)
 0.00           X 0 492,908 115,752
(25) MICHAEL CROFTON
FORMER OFFICER (SCH O)
 0.00           X 0 261,091 67,993










1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 143,472 2,988,826 730,477
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
MCMURRAY INC
PO BOX 44377
PHOENIX,AZ85064 		LAYOUT DESIGN AND PRINTING 315,641
BLACKBAUD INC
2000 DANIEL ISLAND DRIVE
CHARLESTON,SC29492 		SOFTWARE 176,853
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet2
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 115,865
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,512,051
g Noncash contributions included in lines 1a-1f:$ 10,291
h Total. Add lines 1a-1f.......MediumBullet 1,627,916
Program Service Revenue Business Code
2a SERVICE FEE 900,099 382,414 382,414    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 382,414
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,143,788     1,143,788
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 171,963,398  
b Less: cost or other basis and sales expenses 162,798,088  
c Gain or (loss) 9,165,310  
d Net gain or (loss)..........MediumBullet 9,165,310     9,165,310
8a Gross income from fundraising events (not including
$ 115,865
of contributions reported on line 1c). See Part IV, line 18 ...
a 564,934
b Less: direct expenses ...b 361,170
c Net income or (loss) from fundraising events..MediumBullet 203,764   203,764
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 12,523,192 382,414 0 10,512,862
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 7,274,127 7,274,127
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 38,051 38,051
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 809,582   657,493 152,089
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 59,058   59,058  
9 Other employee benefits ....... 82,528   54,616 27,912
10 Payroll taxes ........... 59,574   44,756 14,818
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 25,000   25,000  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 337,941   337,941  
g Other .......... 341,158   325,483 15,675
12 Advertising and promotion .... 5,708   609 5,099
13 Office expenses ....... 123,194   95,784 27,410
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 24,785   24,528 257
17 Travel ............ 22,906   20,327 2,579
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 130,868   130,868  
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a FUNDRAISING EXPENSE 455,151     455,151
b OVERHEAD ALLOCATION 323,616   154,860 168,756
c CATERING 21,363     21,363
d DUES & SUBSCRIPTIONS 8,124   8,124  
e BUSINESS MEALS 3,682   3,510 172
f All other expenses 10,187   8,403 1,784
25 Total functional expenses. Add lines 1 through 24f 10,156,603 7,312,178 1,951,360 893,065
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 155,621 1 6,575
2 Savings and temporary cash investments .......   2  
3 Pledges and grants receivable, net ......... 513,539 3 302,907
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 2,400 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 965,039
b Less: accumulated depreciation. ..... 10b 238,032 1,748,326 10c 727,007
11 Investments—publicly traded securities .......... 60,072,106 11 58,138,554
12 Investments—other securities. See Part IV, line 11 ...... 26,211,852 12 36,879,886
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 88,703,844 16 96,054,929
Liabilities 17 Accounts payable and accrued expenses . 884,867 17 917,373
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 10,324,498 25 6,982,333
26 Total liabilities. Add lines 17 through 25..... 11,209,365 26 7,899,706
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 72,927,279 27 83,475,881
28 Temporarily restricted net assets ..... 971,095 28 1,003,381
29 Permanently restricted net assets ..... 3,596,105 29 3,675,961
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 77,494,479 33 88,155,223
34 Total liabilities and net assets/fund balances ..... 88,703,844 34 96,054,929
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
12,523,192
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
10,156,603
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
2,366,589
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
77,494,479
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
8,294,155
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
88,155,223
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BETHESDA FOUNDATION INC
 
Employer identification number

23-7374129
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 2,239,440 1,805,885 1,755,139 1,836,322 1,627,916 9,264,702
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 2,239,440 1,805,885 1,755,139 1,836,322 1,627,916 9,264,702
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           1,689,964
6 Public Support. Subtract line 5 from line 4.           7,574,738
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 2,239,440 1,805,885 1,755,139 1,836,322 1,627,916 9,264,702
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 2,430,033 2,210,630 2,011,406 1,393,610 1,143,788 9,189,467
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           18,454,169
12
12
4,293,423
13
Section C. Computation of Public Support Percentage
14
14
41.050 %
15
15
41.910 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
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
2010
Name of organization
BETHESDA FOUNDATION INC
 
Employer identification number

23-7374129
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 in the heading of its
Form 990-EZ, or on 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) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
BETHESDA FOUNDATION INC
  		Employer identification number

23-7374129
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
BETHESDA FOUNDATION INC
  		Employer identification number

23-7374129
Part II
Noncash Property (see Instructions)
     
(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
 
$    
(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) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
BETHESDA FOUNDATION INC
  		Employer identification number

23-7374129
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating 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 $  
(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) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA FOUNDATION INC
 
Employer identification number

23-7374129
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 3,596,105 3,591,810 3,586,810
b Contributions ........ 79,856 4,295 5,000
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 3,675,961 3,596,105 3,591,810
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet  
b
Permanent endowment: SchDMd Bullet100.000 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   694,117 121,167 572,950
d Equipment ................   268,222 116,865 151,357
e Other .................   2,700   2,700
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 727,007
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) REAL ESTATE 		3,894,402 F

(B) EMERGING MARKETS 		10,126,786 F

(C) PRIVATE EQUITY 		4,308,511 F

(D) HEDGE FUNDS 		11,511,484 F

(E) OTHER 		7,038,703 F




Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 36,879,886
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DUE TO RELATED ORGANIZATIONS 6,982,333








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 6,982,333
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 12,523,192
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 10,156,603
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 2,366,589
4 Net unrealized gains (losses) on investments .......................... 4 5,945,371
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 2,348,784
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 8,294,155
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 10,660,744
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 16,156,785
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 5,945,371
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 5,945,371
3 Subtract line 2e from line 1..................... 3 10,211,414
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 337,941
b Other (Describe in Part XIV): ........... 4b 1,973,837
c Add lines 4a and 4b....................... 4c 2,311,778
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 12,523,192
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 5,496,042
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d 986,695
e Add lines 2a through 2d...................... 2e 986,695
3 Subtract line 2e from line 1..................... 3 4,509,347
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 337,941
b Other (Describe in Part XIV): ............ 4b 5,309,315
c Add lines 4a and 4b....................... 4c 5,647,256
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 10,156,603
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INVESTMENT PROCEEDS FROM ENDOWMENT FUNDS ARE USED TO SUPPORT BETHESDA HOSPITAL, INC. PROGRAMS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FOLLOWING IS THE TEXT OF THE FOOTNOTE TO BETHESDA FOUNDATION, INC.'S AUDITED FINANCIAL STATEMENTS THAT REPORTS ITS LIABILITY, IF APPLICABLE, FOR UNCERTAIN TAX POSITIONS UNDER ASC 740-10. THE FOUNDATION COMPLETED AN ANALYSIS OF ITS TAX POSITIONS IN ACCORDANCE WITH APPLICABLE ACCOUNTING GUIDANCE AT JUNE 30, 2011 AND 2010, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2011 OR 2010.
PART XI, LINE 8 - OTHER ADJUSTMENTS:   NET RELATED ENTITY CONTRIBUTION MANAGEMENT TRANSACTIONS 3,303,192. NET UNRELATED ENTITY CONTRIBUTION MANAGEMENT TRANSACTIONS 32,286. TRANSFER OF LAND FOR PROPER RECORDING FOR BOOKS -986,694.
PART XII, LINE 4B - OTHER ADJUSTMENTS:   RELATED ENTITY CONTRIBUTION MANAGEMENT TRANSACTIONS 1,973,837.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:   TRANSFER OF LAND FOR PROPER RECORDING FOR BOOKS 986,695.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:   NET RELATED ENTITY GRANTS PAID MANAGEMENT TRANSACTIONS 5,309,315.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
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SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA FOUNDATION INC
 
Employer identification number

23-7374129
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

BETHESDA LYCEUM
(event type) 		(b) Event #2

HOSPICE GOLF CLASSIC
(event type) 		(c) Other Events

3
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 142,715 220,142 317,942 680,799
2 Less: Charitable
contributions . . . 		115,865     115,865
3 Gross income (line 1
minus line 2) . . . 		26,850 220,142 317,942 564,934
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .   39,520 31,460 70,980
7 Food and beverages . . 25,443 19,802 13,576 58,821
8 Entertainment . . . 30,200   2,700 32,900
9 Other direct expenses . 21,355 55,906 121,208 198,469
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 361,170
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 203,764
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
FUNDRAISING EVENTS FOR RELATED ORGANIZATIONS PART II, COLUMNS (B) & (C) BETHESDA FOUNDATION, INC. ("FOUNDATION") COORDINATES, ON BEHALF OF HOSPICE OF CINCINNATI, INCORPORATED AND FERNSIDE, INC: A CENTER FOR GRIEVING CHILDREN, TWO RELATED ORGANIZATIONS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL TAXATION UNDER IRC SECTION 501(C)(3), THE FOLLOWING FUNDRAISING EVENTS SHOWN IN COLUMN (B) - EVENT #2 AND COLUMN (C) - OTHER EVENTS: * HOSPICE SUMMERTIME GOLF CLASSIC * GOURMET SENSATION * HIKE FOR HOSPICE - CINCINNATI * HIKE FOR HOSPICE - HAMILTON FOUNDATION HOLDS ALL REVENUE AND DONATIONS AND ONCE EXPENSES HAVE BEEN PAID, REMITS TO THE APPROPRIATE ORGANIZATION IDENTIFIED ABOVE THE NET REVENUE FROM THE SPECIFIC EVENT.
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BETHESDA FOUNDATION INC
 
Employer identification number
23-7374129
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 3,232,472       TO SUPPORT THE CONSTRUCTION OF THE MARY JO CROPPER FAMILY CENTER FOR BREAST CARE.
(2) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 1,533,519       TO SUPPORT RENOVATING THE HAROLD AND MARGARET THOMAS SPECIAL CARE NURSEY.
(3) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 100,000       TO PROVIDE THE SALARIES OF THE PASTORAL CARE STAFF AT BETHESDA NORTH HOSPITAL.
(4) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 95,000       TO PROVIDE SCHOLARSHIPS AND REDUCED TUITION FOR PARAMEDIC TRAINING COURSES.
(5) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 89,070       TO PROVIDE EXAM KITS AND EDUCATIONAL MATERIALS FOR THE CENTER FOR ABUSE & RAPE EMERGENCY SVCS.
(6) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 76,763       TO PROVIDE AN ALCOHOL & DRUG NURSE CLINICIAN AT BETHESDA NORTH HOSPITAL.
(7) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 50,000       TO EDUCATE AND PROVIDE SAFETY EQUIPMENT FOR PARENTS OF INFANTS FROM VULNERABLE POPULATIONS.
(8) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 39,555       TO PROVIDE LIFELINE EMERGENCY RESPONSE UNITS FOR LOW-INCOME, FRAIL SENIORS IN THE COMMUNITY.
(9) BETHESDA HOSPITAL INC619 OAK STREET
CINCINNATI,OH45206 		31-0537122 501(C)(3) 802,731       GENERAL SUPPORT
(10) BETHESDA HEALTHCARE INC619 OAK STREET
CINCINNATI,OH45206 		31-1027660 501(C)(3) 417,653       TO PROVIDE PSYCHOLOGICAL SERVICES TO SCHOOLS FOR STUDENTS WITH VARIOUS BEHAVIORAL DIFFICULITIES.
(11) UNIVERSITY OF CINCINNATI - URBAN HEALTH PROJECT619 OAK STREET 7TH FLOOR
CINCINNATI,OH45206 		501(C)(3) 24,500       TO PROVIDE STIPENDS TO MEDICAL STUDENTS TO PROVIDE CARE TO INDIGENT PEOPLE IN THE COMMUNITY.
(12) THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OHIO619 OAK STREET
CINCINNATI,OH45206 		31-0537486 501(C)(3) 193,338       RESEARCH
(13) GOOD SAMARITAN COLLEGE OF NURSING AND HEALTH SCIENCE619 OAK STREET
CINCINNATI,OH45206 		31-1778403 501(C)(3) 7,910       LIBRARY SERVICES
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
5
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) NURSING AND GENERAL EDUCATION SCHOLASHIPS 18 11,455      
(2) CHARITY CARE ASSISTANCE - MAMMOGRAPHY   26,596      











Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: BETHESDA FOUNDATION, INC. HAS A STATED APPLICATION PROCESS AND TWO COMMITTEES THAT EVALUATE AND ACCEPT OR REJECT GRANT PROPOSALS. IN ADDITION, GRANTEES ARE REQUIRED TO MAKE A SIX MONTH REPORT ON THE PROGRESS OF THEIR GRANT.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA FOUNDATION INC
 
Employer identification number

23-7374129
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) ED OSOFSKY (i)
(ii)		 0
144,765 		0
39,683 		0
115,295 		0
50,067 		0
15,849 		0
365,659 		0
0
(2) JOHN PROUT (i)
(ii)		 0
826,309 		0
325,512 		0
64,243 		0
290,415 		0
9,396 		0
1,515,875 		0
0
(3) GARY ALGIE (i)
(ii)		 110,615
0 		25,998
0 		6,859
0 		30,244
0 		12,115
0 		185,831
0 		0
0
(4) ROBERT HALONEN (i)
(ii)		 0
238,044 		0
0 		0
0 		0
0 		0
0 		0
238,044 		0
0
(5) DONNA NIENABER ESQ (i)
(ii)		 0
285,693 		0
112,845 		0
82,438 		0
122,081 		0
16,565 		0
619,622 		0
0
(6) CRAIG RUCKER (i)
(ii)		 0
356,895 		0
119,103 		0
16,910 		0
108,173 		0
7,579 		0
608,660 		0
0
(7) MICHAEL CROFTON (i)
(ii)		 0
191,909 		0
48,549 		0
20,633 		0
45,715 		0
22,278 		0
329,084 		0
0









Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 4B ELIGIBLE EXECUTIVES (GENERALLY VICE PRESIDENT AND ABOVE) PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. TRIHEALTH, INC., THE RELATED ORGANIZATION THAT PAID THE SALARIES OF THE FOLLOWING INDIVIDUALS LISTED IN SCHEDULE J, PART II, CONTRIBUTED, ON BEHALF OF THE FOLLOWING INDIVIDUALS, TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNTS AS NOTED: JOHN PROUT - $290,415 DONNA NIENABER, ESQ. - $67,368 ED OSOFSKY - $8,884 CRAIG RUCKER - $63,874 MICHAEL CROFTON - $14,108 THERE WERE NO DISTRIBUTIONS FROM A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN DURING THE 2009 CALENDAR YEAR.
SUPPLEMENTAL INFORMATION PART III PART I, LINE 3: TRIHEALTH, INC., A RELATED ORGANIZATION OF BETHESDA FOUNDATION, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE. PART I, LINE 4A - SEVERANCE PAYMENTS: THE REPORTABLE INDIVIDUALS OF BETHESDA FOUNDATION, INC. ARE PAID BY TRIHEALTH, INC., A RELATED ORGANIZATION, RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). THESE INDIVIDUALS DO NOT HAVE EMPLOYMENT AGREEMENTS SO NO SPECIAL ARRANGEMENTS EXIST BEYOND TRIHEALTH, INC.'S STANDARD EMPLOYEE SEVERANCE PACKAGE. SEVERANCE PAY IS BASED ON LENGTH OF SERVICE. THE AMOUNT OF NOTICE PAY WILL BE DETERMINED BY HUMAN RESOURCES IN ACCORDANCE WITH TRIHEALTH, INC. POLICY. PAYMENTS OF SEVERANCE ARE CONDITIONED UPON SIGNING A SEPARATION AND RELEASE AGREEMENT. NO REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM TRIHEALTH, INC. DURING THE 2010 CALENDAR YEAR.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
BETHESDA FOUNDATION INC
 
Employer identification number

23-7374129
Identifier Return Reference Explanation
DESCRIPTION OF ORGANIZATION MISSION: FORM 990, PART III, LINE 1 THE MISSION OF BETHESDA FOUNDATION, INC. IS TO HELP ENSURE THAT BETHESDA HOSPITAL HAS THE RESOURCES NEEDED TO SUCCESSFULLY ACCOMPLISH ITS STRATEGIC VISION AND MEET THE HEALTHCARE CHALLENGES FACING THE LARGE, GROWING COMMUNITY IT SERVES. BETHESDA FOUNDATION, INC. CULTIVATES PHILANTHROPIC SUPPORT FOR INDIGENT CARE, MEDICAL EDUCATION AND RESEARCH, PATIENT SERVICES, FACILITIES AND COMMUNITY OUTREACH PROGRAMS PROVIDED BY BETHESDA HOSPITAL AND ITS RELATED ENTITIES.
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: FORM 990, PART III, LINE 4A THE BETHESDA FOUNDATION, INC. ("FOUNDATION") IS ORGANIZED TO ACCEPT GIFTS AND BEQUESTS, ENGAGE IN FUNDRAISING ACTIVITIES, AND MANAGE AND INVEST THE ASSETS FOR THE USE AND BENEFIT OF BETHESDA HOSPITAL,INC. AND ITS SUBSIDIARIES ("HOSPITAL") IN THE HOSPITAL'S MISSION TO IMPROVE THE HEALTH STATUS OF THE GROWING COMMUNITY IT SERVES. IN RECENT YEARS, THE FOUNDATION HAS SUPPORTED THE FOLLOWING PROJECTS ASSOCIATED WITH BETHESDA HOSPITAL, INC.: HAROLD & MARGRET THOMAS SPECIAL CARE NURSERY EVERY YEAR MORE THAN 4,400 BABIES ARE BORN AT BETHESDA HOSPITAL, INC. OF THOSE BABIES, APPROXIMATELY 5% ARE BORN IN NEED OF SPECIAL CARE. THE HAROLD & MARGRET THOMAS SPECIAL CARE NURSERY, WHICH OPENED ITS DOORS IN DECEMBER, 2009, PROVIDES THREE TIMES THE SPACE OF THE OLD NURSERY WITH EIGHT SINGLE ROOMS AND TWO DOUBLE ROOMS TO PROVIDE EXTRA SPACE FOR TWINS. IT OFFERS EACH INFANT AND FAMILY THE PRIVACY OF A SEPARATE ROOM WHICH WILL ENHANCE THE BONDING EXPERIENCE AS WELL AS DECREASE NOISE AND OTHER SENSORY STIMULATION. THE PROJECT COST $4 MILLION AND THE FOUNDATION RAISED $1.8 MILLION IN SUPPORT FROM THE COMMUNITY. MARY JO CROPPER FAMILY CENTER FOR BREAST CARE ("CENTER") THROUGH THE SUPPORT OF MANY GENEROUS DONORS TO THE BETHESDA FOUNDATION, THE MARY JO CROPPER FAMILY CENTER FOR BREAST CARE OPENED ITS DOORS IN AUGUST, 2009. THE CENTER PROVIDES A COMPREHENSIVE, MULTI-DISCIPLINARY BREAST CARE PROGRAM WITH A FULL SPECTRUM OF CLINICAL AND SUPPORT SERVICES ALONG WITH THE LATEST TECHNOLOGY. EMERGENCY CARE THE EXPERT STAFF OF BETHESDA HOSPITAL, INC.'S EMERGENCY DEPARTMENT NOW OFFERS GREATER CINCINNATI FASTER SERVICE IN A QUIETER, LESS CONGESTED ENVIRONMENT - ALL DUE TO A RENOVATION PROJECT FOUNDATION DONORS HELPED MAKE POSSIBLE. AS ONE OF THE BUSIEST ADULT EMERGENCY DEPARTMENTS IN GREATER CINCINNATI, THE PREVIOUS EMERGENCY DEPARTMENT WAS CONSTANTLY CHALLENGED BY ITS EVER-GROWING VOLUME. THE RENOVATION ADDED MORE TREATMENT ROOMS, AN INTERNAL RADIOLOGY ROOM FOR QUICKER SCHEDULING AND AN IMPROVED REGISTRATION AND TRIAGE SYSTEM. MOST IMPORTANTLY, THE RENOVATION POSITIONS BETHESDA HOSPITAL, INC. TO CONTINUE TO GROW WITH ITS COMMUNITY BOTH IN VOLUME AND IN ADVANCEMENT OF SERVICES. BETHESDA NORTH IS ONE OF THE TWO ADULT TRAUMA HOSPITALS IN HAMILTON COUNTY, TREATING 979 TRAUMA PATIENTS OF THE 54,000 EMERGENCY VISITS ANNUALLY. PARAMEDIC TRAINING PARAMEDICS KNOW THAT EVERY MINUTE COUNTS WHEN SAVING A LIFE. BETHESDA HOSPITAL, INC. KNOWS THE IMPORTANCE OF SUPPLYING GREATER CINCINNATI LICENSED PARAMEDICS WHO CAN ADMINISTER ADVANCED, SPLIT-SECOND MEDICAL CARE. FOUNDATION BEGAN FUNDING THE PARAMEDIC TRAINING PROGRAM IN 1994 TO ANSWER A SHORTAGE OF PARAMEDICS IN THE COMMUNITY. ITS DONORS HAVE PRIMARILY FUNDED THE PROGRAM, WHICH IS WIDELY RECOGNIZED AS ONE OF THE MOST SUCCESSFUL IN THE STATE. NEARLY 30% OF HAMILTON COUNTY'S LICENSED PARAMEDICS ARE BETHESDA-TRAINED. PHYSICIAN MEDICAL RESEARCH OVER THE YEARS, FOUNDATION HAS GRANTED OVER $2 MILLION TO FUND IMPORTANT PHYSICIAN RESEARCH STUDIES. THESE STUDIES HELP BETHESDA HOSPITAL, INC. BETTER MEET THE HEALTH CARE NEEDS OF ITS COMMUNITY. PROVIDING OPPORTUNITIES FOR PHYSICIAN RESEARCH IS JUST ONE MORE WAY THAT FOUNDATION SAVES LIVES AND CHANGES LIVES. COMMUNITY FOUNDATION HAS A SERIOUS COMMITMENT TO IMPROVING THE HEALTH OF OUR DIVERSE COMMUNITY THROUGH A DYNAMIC COMMUNITY OUTREACH PROGRAM. BEHAVIORAL HEALTH INTERVENTION - WHAT STARTED OUT AS AN EFFORT TO PLACE NURSES IN CINCINNATI PUBLIC SCHOOLS QUICKLY SNOWBALLED INTO A PREVENTION-FOCUSED BEHAVIORAL HEALTH PROGRAM THAT CONTINUES, WITH DONOR SUPPORT, TO PLACE CLINICIANS IN SCHOOLS. TODAY, THE PROGRAM SERVES INNER-CITY YOUTH IN THREE SCHOOLS WITH FULL-TIME BEHAVIORAL HEALTH SPECIALISTS. ON A DAILY BASIS, FOUNDATION-FUNDED BEHAVIORAL HEALTH CLINICIANS IDENTIFY PROBLEMS AND ISSUES SO THAT CHILDREN RECEIVE INTERVENTION WHEN INTERVENTION IS NEEDED MOST. SOMETIMES, THIS EXTRA HELP CAN MEAN THE DIFFERENCE BETWEEN SUCCESS AND FAILURE IN THE CLASSROOM AND POTENTIALLY, SUCCESS IN LIFE. LIFELINE - THE LIFELINE EMERGENCY RESPONSE SYSTEM LINKS SUBSCRIBERS TO IMMEDIATE HELP - 24 HOURS A DAY. IF A SUBSCRIBER NEEDS HELP AT HOME BUT CANNOT GET TO A TELEPHONE, A SIMPLE PUSH OF THE BUTTON WORN ON THE BODY AUTOMATICALLY ALERTS THE TRAINED MONITORING STAFF AT BETHESDA HOSPITAL, INC. WHO WILL SEND HELP IMMEDIATELY. SECURITY, INDEPENDENCE AND PEACE OF MIND ALL RESULT FROM KNOWING THAT HELP IS JUST A PUSH OF A BUTTON AWAY. FOUNDATION HAS HELPED FUND LIFELINE FOR INDIGENT PATIENTS SINCE 2002. SANE - WOMEN TREATED AT BETHESDA HOSPITAL, INC. FOR SUSPECTED SEXUAL ASSAULT ARE FORTUNATE THEY CAN RECEIVE CARE FROM A TEAM OF SPECIALLY TRAINED NURSES. A SEXUAL ASSAULT NURSE EXAMINER (SANE) GOES THROUGH SPECIFIC CLASSROOM AND HANDS-ON TRAINING TO PROVIDE PROFESSIONAL, COMPREHENSIVE AND COMPLETE EVIDENCE COLLECTION FOR VICTIMS OF SEXUAL ASSAULT. THE SANE APPROACH HELPS AVOID RE-VICTIMIZATION OF THE SURVIVOR, BY OFFERING A SAFE ENVIRONMENT, ADVOCACY, EDUCATION AND APPROPRIATE FOLLOW UP SERVICES AND REFERRAL. BETHESDA HOSPITAL, INC. IS THE ONLY SUBURBAN HAMILTON COUNTY HOSPITAL TO OFFER SANE, MAKING IT A TRUSTED PLACE FOR ASSAULT VICTIMS TO SEEK CARE AND FOR LAW ENFORCEMENT AND EMS PERSONNEL TO REFER VICTIMS FOR APPROPRIATE CARE. FOUNDATION PROVIDED STARTUP FUNDS FOR THE SANE PROGRAM IN 1999 AND CONTINUES TO PROVIDE FINANCIAL SUPPORT. SENIORLINK - THIS PROGRAM OFFERS COMPREHENSIVE HEALTH CARE SERVICES TO ADDRESS THE MEDICAL, REHABILITATIVE, SOCIAL AND PERSONAL CARE NEEDS OF FRAIL SENIORS THROUGH ONE PROGRAM. SENIORLINK'S COMPREHENSIVE FALLS PREVENTION PROGRAM INCLUDES OSTEOPOROSIS SCREENINGS, TREATMENT AND EDUCATION, FALLS RISK ASSESSMENT BY A MULTI-DISCIPLINARY TEAM, AND USE OF HIP PROTECTORS. SINCE 2003, OVER 300 ELDERLY PATIENTS HAVE BEEN SCREENED FOR OSTEOPOROSIS; FOLLOW-UP MEDICAL TREATMENT, EDUCATION AND SAFETY MODIFICATIONS ARE PROVIDED TO ALL PATIENTS DIAGNOSED WITH OSTEOPOROSIS. FOUNDATION HAS PROVIDED FUNDING TO THIS PROGRAM SINCE 2003. URBAN HEALTH PROJECT - SINCE 1992, FOUNDATION HAS SUPPORTED THE UNIVERSITY OF CINCINNATI MEDICAL SCHOOL'S URBAN HEALTH PROJECT (UHP). STARTED 19 YEARS AGO, THE UHP CONNECTS FUTURE PHYSICIANS WITH UNDERSERVED PEOPLE IN THE COMMUNITY DURING AN EIGHT-WEEK SUMMER INTERNSHIP. MEDICAL STUDENTS WHO HAVE COMPLETED THEIR FIRST YEAR OF MEDICAL SCHOOL CAN APPLY FOR AN INTERNSHIP WORKING FOR AREA SOCIAL SERVICE AGENCIES. THE PHYSICIANS-IN-TRAINING ARE ASSIGNED RESPONSIBILITIES INCLUDING DIRECT PATIENT CARE TO EDUCATION OR COUNSELING DUTIES AT VARIOUS COMMUNITY AGENCIES. RELATED ORGANIZATION SUPPORT FINALLY, IN ADDITION TO THE ASSISTANCE PROVIDED TO BETHESDA HOSPITAL, INC., FOUNDATION PROVIDES SERVICES TO HOSPICE OF CINCINNATI, INCORPORATED AND FERNSIDE, INC.: A CENTER FOR GRIEVING CHILDREN, BOTH SUBSIDIARIES OF BETHESDA HOSPITAL, INC. THESE SERVICES INCLUDE CULTIVATING, SOLICITING AND MANAGING BOTH MAJOR GIFTS AND PLANNED GIFTS FOR BOTH ORGANIZATIONS AS WELL AS APPLYING FOR GRANTS FOR BOTH ORGANIZATIONS. FOUNDATION, ON THE ORGANIZATIONS' BEHALF, MAINTAINS A DONOR DATABASE AND PROCESSES THE INCOMING DONATIONS AND ACKNOWLEDGMENTS AND ONCE ANY RESTRICTIONS ARE MET, THE PROCEEDS ARE REMITTED TO THE ORGANIZATIONS. FOUNDATION COORDINATES VARIOUS FUNDRAISING EVENTS FOR EACH ORGANIZATION AS WELL (SEE SCHEDULE G FOR ADDITIONAL INFORMATION). PLEASE NOTE THAT THE AFOREMENTIONED ACTIVITY, OTHER THAN THE FUNDRAISING EVENTS, IS NOT REPORTED IN EITHER THE FOUNDATION'S FORM 990, PART VIII - STATEMENT OF REVENUE OR IN THE FOUNDATION'S FORM 990, PART IX - STATEMENT OF EXPENSES. THE ACTIVITY IS REPORTED ON EACH RELATED ORGANIZATION'S SEPARATE FORM 990. HOWEVER, DURING THE YEAR, FOUNDATION RAISED APPROXIMATELY $2.7 MILLION FOR THESE THE RELATED ORGANIZATIONS.
FORM 990, PART VI, SECTION A, LINE 2   EDMUND JONES, MD, RANCE DUKE, CRAIG EISENTROUT, MD, T. STEPHEN PHILLIPS, ESQ., MYRTIS POWELL AND JOHN PROUT HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON THE BOARD OF BETHESDA, INC., THE SINGLE CORPORATE MEMBER OF BETHESDA FOUNDATION, INC. DAVID WILTSE AND MARIAN BARRETT LEIBOLD HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON THE BOARD OF HOSPICE OF CINCINNATI, INCORPORATED, A RELATED ORGANIZATION OF BETHESDA FOUNDATION, INC. RANCE DUKE AND T. STEPHEN PHILLIPS, ESQ. HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON THE BOARD OF AN UNRELATED TAX-EXEMPT ORGANIZATION. THOMAS HUENEFELD AND T. STEPHEN PHILLIPS, ESQ. HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON THE BOARD OF AN UNRELATED TAX-EXEMPT ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6   BETHESDA FOUNDATION, INC. HAS A SINGLE CORPORATE MEMBER, BETHESDA, INC.
FORM 990, PART VI, SECTION A, LINE 7A   BETHESDA FOUNDATION, INC. HAS A SINGLE CORPORATE MEMBER, BETHESDA, INC., WHO HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF BETHESDA FOUNDATION, INC.
FORM 990, PART VI, SECTION A, LINE 7B   BETHESDA, INC. MUST APPROVE AMENDMENTS TO BETHESDA FOUNDATION, INC.'S GOVERNING DOCUMENTS, DISSOLUTION OR CONSOLIDATION OF BETHESDA FOUNDATION, INC. AND ANY TRANSACTION INVOLVING SUBSTANTIALLY ALL OF BETHESDA FOUNDATION INC.'S PROPERTY.
FORM 990, PART VI, SECTION B, LINE 11   MEMBERS OF THE BOARD ARE PROVIDED AN ELECTRONIC COPY OF THIS FORM 990 PRIOR TO FILING. HOWEVER, FOR THE PROTECTION OF DONOR PRIVACY, SCHEDULE B - SCHEDULE OF CONTRIBUTORS WAS REMOVED FROM THE COPY PROVIDED TO THE BOARD. SUBSEQUENT TO PRESENTATION TO THE BOARD, THE ORGANIZATION FILES THE RETURN MAKING ANY NON-SUBSTANTIVE CHANGES NECESSARY TO EFFECT E-FILING. ANY SUCH NON-SUBSTANTIVE CHANGES ARE NOT SUBMITTED TO THE BOARD.
  FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE CERTAIN FINANCIAL INTERESTS AND FIDUCIARY RELATIONSHIPS. THE EXECUTIVE COMMITTEE AND CORPORATE COUNSEL REVIEW RESPONSES, CONDUCT FURTHER INVESTIGATION (IF NECESSARY), AND DETERMINE WHEN A CONFLICT EXISTS WITH RESPECT TO A CERTAIN TRANSACTION. IF A CONFLICT EXISTS, THE TRANSACTION IS NOT TO BE ENTERED INTO UNLESS ALTERNATIVES ARE FULLY INVESTIGATED, AND IN THEIR ABSENCE, THE BOARD, WITHOUT THE PARTICIPATION OF THE INTERESTED MEMBER(S), DETERMINES THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. PLANS TO MANAGE THE CONFLICT DURING THE RELATIONSHIP ARE IMPLEMENTED. ALL DISCUSSIONS ARE APPROPRIATELY DOCUMENTED. ALL DIRECTORS AND MANAGERS, WHICH INCLUDE OFFICERS AND KEY EMPLOYEES, ARE REQUIRED TO ANNUALLY DISCLOSE ANY CIRCUMSTANCES, INCLUDING FAMILY AND BUSINESS RELATIONSHIPS, THAT MAY CREATE A CONFLICT OF INTEREST FOR THE ORGANIZATION. THESE RESPONSES ARE REVIEWED AND ACTED UPON BY A CONFLICT OF INTEREST COMMITTEE.
  FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, THE ANNUAL PROCESS PERFORMED BY TRIHEALTH, INC. (A RELATED ORGANIZATION WHO PAID THE INDIVIDUALS), INCLUDED: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; COMPENSATION SURVEY OR STUDY; AND, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. ADDITIONALLY, ALL DISCUSSIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED.
  FORM 990, PART VI, SECTION C, LINE 19 BETHESDA FOUNDATION, INC.'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 5,945,371. TRANSFER OF LAND FOR PROPER RECORDING FOR BOOKS -986,694. NET RELATED ENTITY CONTRIBUTION MANAGEMENT TRANSACTIONS 3,303,192. NET UNRELATED ENTITY CONTRIBUTION MANAGEMENT TRANSACTIONS 32,286. TOTAL TO FORM 990, PART XI, LINE 5: 8,294,155.
CHANGE IN PROCESS OF AUDIT OVERSIGHT OR SELECTION OF INDEPENDENT AUDITOR FORM 990, PART XI, LINE 2C THE FINANCIAL STATEMENTS OF BETHESDA FOUNDATION, INC. ("FOUNDATION") ARE AUDITED ON A STANDALONE BASIS. FOUNDATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. IN ADDITION, FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED WITH BETHESDA, INC., THE PARENT ORGANIZATION OF FOUNDATION. BETHESDA, INC. HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF BOTH ITS AND ITS SUBSIDIARIES FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF THE INDEPENDENT AUDITOR. DURING THE TAX YEAR, THERE WAS NOT A CHANGE IN THE PROCESS OF AUDIT OVERSIGHT AND/OR SELECTION OF AN INDEPENDENT AUDITOR BY EITHER FOUNDATION OR BETHESDA, INC.
AVERAGE HOURS PER WEEK FORM 990, PART VII, SECTION A DIRECTORS AND OFFICERS (AS NOTED WITH A "SCH O" REFERENCE) FOR BETHESDA FOUNDATION, INC. PROVIDE SERVICES TO TRIHEALTH, INC. (A RELATED ORGANIZATION WHO PAID THE INDIVIDUALS) AND ITS SUBSIDIARIES/AFFILIATES ("TRIHEALTH"). HOURS WORKED ARE NOT TRACKED ON AN ENTITY BY ENTITY BASIS. THE COMPENSATION REPORTED ON THE FORM 990, PART VII WAS PAID TO THESE INDIVIDUALS IN FULFILLMENT OF THEIR DUTIES AS FULL-TIME, 60 HOURS-PER-WEEK EMPLOYEES OF TRIHEALTH.
VOLUNTEER INFORMATION FORM 990, PART I, LINE 6 DURING THE TAX YEAR, BETHESDA FOUNDATION, INC. ("FOUNDATION") BENEFITED FROM OVER 2,100 VOLUNTEER HOURS WHICH WERE PROVIDED BY 364 INDIVIDUALS. THESE VOLUNTEERS WORKED IN MANY CAPACITIES FOR THE FOUNDATION INCLUDING: BOARD OF TRUSTEES - THE BOARD IS RESPONSIBLE FOR DEVELOPING POLICIES AND WORKING WITH THE FOUNDATION STAFF TO OVERSEE AND IMPLEMENT THEM. THEY ACTIVELY PARTICIPATE IN STRATEGIC DECISIONS AND MATTERS OF POLICY. MG/PG COMMITTEE MEMBERS - THESE MEMBERS INCREASE AWARENESS OF THE FOUNDATION AND THE ENTITIES/PROGRAMS THE FOUNDATION SUPPORTS TO ESTATE PLANNING PROFESSIONALS IN THE COMMUNITY. THE COMMITEE ALSO ENGAGES PHYSICIANS AS ADVOCATES FOR THE FOUNDATION WITH GRATEFUL PATIENTS. BETHESDA AUXILIARY VOLUNTEERS - THESE INDIVIDUALS HELP PLAN AUXILIARY ACTIVITIES, EVENTS, ASSIST VENDORS WITH SPECIAL SALES AND SUPPORT THE OVERALL MISSION OF BETHESDA NORTH HOSPITAL AND THE FOUNDATION. EVENT VOLUNTEERS - THESE INDIVIDUALS HELP WITH THE OVERALL PLANNING AND IMPLEMENTATION OF THE EVENTS ADMINISTERED BY THE FOUNDATION. THEY HELP SOLICIT DONATIONS AND SPONSORSHIPS AS WELL AS ASSIST WITH THE SET UP, REGISTRATION, RUNNING AND CLEAN UP OF THE VARIOUS EVENTS. OFFICE VOLUNTEERS - THESE INDIVIDUALS ASSIST WITH VARIOUS OFFICE DUTIES INCLUDING STUFFING ENVELOPES, COMPUTER WORK AND OTHER VARIOUS TASK.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
BETHESDA FOUNDATION INC
 
Employer identification number

23-7374129
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) BETHESDA INC

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-1108895 		INVESTMENT MANAGEMENT OH SECTION 501(C)(3) SCHEDULE A, LINE 11C N/A
 
No
(2) BETHESDA HOSPITAL INC

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-0537122 		INPATIENT AND OUTPATIENT SERVICES OH SECTION 501(C)(3) SCHEDULE A, LINE 3 BETHESDA INC
 
Yes
 
(3) BETHESDA HEALTHCARE INC

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-1027660 		HEALTHCARE SERVICES OH SECTION 501(C)(3) SCHEDULE A, LINE 11B BETHESDA INC
 
Yes
 
(4) BETHESDA FAMILY PRACTICE CENTER

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-1242442 		HEALTHCARE SERVICES OH SECTION 501(C)(3) SCHEDULE A, LINE 11C BETHESDA HOSPITAL INC
 
Yes
 
(5) BETHESDA PROPERTIES INC

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-1352694 		PROPERTY MANAGEMENT OH SECTION 501(C)(2)   BETHESDA HOSPITAL INC
 
Yes
 
(6) HOSPICE OF CINCINNATI INCORPORATED

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-0917155 		HOSPICE SERVICES OH SECTION 501(C)(3) SCHEDULE A, LINE 7 BETHESDA HOSPITAL INC
 
Yes
 
(7) FERNSIDE INC A CENTER FOR GRIEVING CHILDREN

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-1179234 		COUNSELING TO GRIEVING CHILDREN OH SECTION 501(C)(3) SCHEDULE A, LINE 7 HOSPICE OF CINCINNATI INCORPORATED
 
Yes
 
(8) TRIHEALTH INC

619 OAK STREET-ACCOUNTING 3 WEST

CINCINNATI,OH45206
31-1438846 		SUPPORT AFFILIATED HOSPITALS OH SECTION 501(C)(3) SCHEDULE A, LINE 11B N/A
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) BN NORTHEAST CARDIAC CENTER LLC

619 OAK STREET-ACCOUNTING 3 WEST
CINCINNATI,OH45206
20-1297322 		CARDIAC CARE OH N/A
                  
(2) 10600 MONTGOMERY LLC

619 OAK STREET-ACCOUNTING 3 WEST
CINCINNATI,OH45206
26-1964995 		PROPERTY MANAGEMENT OH N/A
                  










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) TJ CUBEDMONTGOMERY INC
619 OAK STREET - ACCOUNTING 3 WEST
CINCINNATI,OH45206
26-1964885 		HOLDING COMPANY OH N/A
 S      
(2) CONSOLIDATED HEALTH SERVICES INC
1000 SUMMIT DRIVE STE 300
MILFORD,OH45150
31-1378212 		HOLDING COMPANY OH N/A
 C      
(3) AMERICAN NURSING CARE INC
1000 SUMMIT DRIVE STE 300
MILFORD,OH45150
31-1085414 		NURSING CARE OH N/A
 C      
(4) AMERIMED INC
1000 SUMMIT DRIVE STE 300
MILFORD,OH45150
31-1158699 		MEDICAL SUPPLIES OH N/A
 C      
(5) PATIENT TRANSPORT SERVICES INC
1000 SUMMIT DRIVE STE 300
MILFORD,OH45150
31-1100798 		AMBULANCE SERVICES OH N/A
 C      




Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BETHESDA HEALTHCARE INC

 B 417,653 CASH
(2) HOSPICE OF CINCINNATI INCORPORATED

 K 382,414 COST
(3) FERNSIDE INC A CENTER FOR GRIEVING CHILDREN

 Q 317,446 CASH
(4) HOSPICE OF CINCINNATI INCORPORATED

 Q 2,111,404 CASH
(5) BETHESDA HOSPITAL INC

 B 6,019,110 CASH
(6) BETHESDA HEALTHCARE INC

 Q 986,694 COST
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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