Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 04-01-2012 , and ending 03-31-2013
Name of foundation
OBICI HEALTHCARE FOUNDATION INC
 
% MICHAEL BRINKLEY
Number and street (or P.O. box number if mail is not delivered to street address)106 W FINNEY AVENUESuiteRoom/suite
City or town, state, and ZIP code
SUFFOLK, VA23434
A Employer identification number

51-0249728
B Telephone number (see instructions)

(757) 539-8810
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$105,585,269J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 745,065 745,065  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,229,249
b Gross sales price for all assets on line 6a 28,622,517
7 Capital gain net income (from Part IV, line 2)... 2,689,929
8 Net short-term capital gain.........  
9 Income modifications........... 26,130
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 641,348 2,636,903  
12 Total. Add lines 1 through 11........ 5,615,662 6,071,897 26,130
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 224,525     224,525
14 Other employee salaries and wages...... 280,436     280,436
15 Pension plans, employee benefits....... 131,973     131,973
16a Legal fees (attach schedule)......... Click to see attachment 10,046 0 0 10,046
b Accounting fees (attach schedule)....... Click to see attachment 48,944 0 0 50,644
c Other professional fees (attach schedule).... Click to see attachment 746,786 705,369   61,636
17 Interest............... 72,108 2,636    
18 Taxes (attach schedule) (see instructions) Click to see attachment 175,003     501
19 Depreciation (attach schedule) and depletion... Click to see attachment 116,264    
20 Occupancy.............. 25,987     25,963
21 Travel, conferences, and meetings....... 47,456     48,852
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 100,450     98,415
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,979,978 708,005 0 932,991
25 Contributions, gifts, grants paid........ 3,301,231 4,136,138
26 Total expenses and disbursements. Add lines 24 and 25 5,281,209 708,005 0 5,069,129
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 334,453
b Net investment income (if negative, enter -0-) 5,363,892
c Adjusted net income (if negative, enter -0-)... 26,130
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 24,111 30,275 30,275
2 Savings and temporary cash investments.......... 5,174,776 8,085,912 8,085,912
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 25,896 17,368 17,368
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 26,676,457 Click to see attachment23,402,763 23,402,763
c Investments—corporate bonds (attach schedule)........ 3,073,064 Click to see attachment3,245,423 3,245,423
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 64,514,975 Click to see attachment68,058,499 68,058,499
14 Land, buildings, and equipment: basis bullet2,439,732
Less: accumulated depreciation (attach schedule) bullet399,978 2,125,481 Click to see attachment2,039,754 2,039,754
15 Other assets (describe bullet) Click to see attachment719,812 Click to see attachment705,275 Click to see attachment705,275
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 102,334,572 105,585,269 105,585,269
Liabilities 17 Accounts payable and accrued expenses.......... 109,808 90,616
18 Grants payable................... 1,780,644 946,337
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,729,373 1,663,333
22 Other liabilities (describe bullet) Click to see attachment306,269 Click to see attachment423,256
23 Total liabilities (add lines 17 through 22).......... 3,926,094 3,123,542
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 98,408,478 102,461,727
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 98,408,478 102,461,727
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 102,334,572 105,585,269
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 98,408,478
2 Enter amount from Part I, line 27a..................... 2 334,453
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 3,718,796
4 Add lines 1, 2, and 3.......................... 4 102,461,727
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 102,461,727
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a WINSTON HEDGED EQUITY FD   2011-10-21 2012-07-02
b WINSTON HEDGED EQUITY FD   2011-10-21 2012-07-02
c KYLIN   2010-04-01 2012-12-31
d FIDUCIARY MANAGEMENT      
e BARES MICRO-CAP      
BARES SMALL -CAP      
SHAPIRO      
CAPITAL COUNSEL      
HIGHCLERE INTERNATIONAL INVESTORS      
SANDERSON      
REGIMENT      
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 212,528   213,821 -1,293
b 48,080   48,080  
c 3,304,473   3,000,000 304,473
d 5,089,526   4,027,854 1,061,672
e 394,807   485,165 -90,358
2,103,636   2,100,257 3,379
6,178,425   5,583,093 595,332
10,691,368   9,906,654 784,714
77,395   56,259 21,136
59,387   48,513 10,874
462,892   462,892  
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -1,293
b        
c       304,473
d       1,061,672
e       -90,358
      3,379
      595,332
      784,714
      21,136
      10,874
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,689,929
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 4,880,044 98,061,055 0.049765
2010 2,922,574 95,843,857 0.030493
2009 5,568,576 87,471,067 0.063662
2008 5,862,506 88,420,528 0.066303
2007 4,585,183 115,770,846 0.039606
2 Total of line 1, column (d) ...................... 2 0.249829
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049966
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 97,275,806
5 Multiply line 4 by line 3....................... 5 4,860,483
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 53,639
7 Add lines 5 and 6......................... 7 4,914,122
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,102,164
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 53,639
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 53,639
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 53,639
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 67,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 67,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,361
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet13,361 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://WWW.OBICIHCF.ORG/
    14
    The books are in care ofbulletMICHAEL BRINKLEY Telephone no.bullet (757) 539-8810
    Located atbullet106 W FINNEY AVENUESUFFOLKVA ZIP+4bullet23434
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    GEORGE Y BIRDSONG CHAIRMAN
    1.0     		0 0 496
    1514 HOLLAND ROAD SUITE 104
    Suffolk,VA23434
    J SAMUEL GLASSCOCK VICE CHAIRMAN
    1.0     		0 0 496
    1514 Holland Road Suite 104
    Suffolk,VA23434
    ROBERT M HAYES SECRETARY
    1.0     		0 0 496
    1514 Holland Road Suite 104
    Suffolk,VA23434
    GINA PITRONE EXECUTIVE DIRECTOR
    40.0     		159,342 23,575 496
    1514 Holland Road Suite 104
    Suffolk,VA23434
    MICHAEL K BRINKLEY DIRECTOR OF FINANCE
    22.5     		65,183 3,259 496
    1514 Holland Road Suite 104
    Suffolk,VA23434
    FRANK A SPADY III TREASURER
    1.0     		0 0 496
    1514 Holland Road Suite 104
    Suffolk,VA23434
    RICHARD F BARRY III BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    ROBERT C CLAUD BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    JEFFREY D FORMAN MD BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    WILLIAM G JACKSON MD BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    DR DOUGLAS C NAISMITH BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    B J WILLIE BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    LULA B HOLLAND BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    HAROLD U BLYTHE BOARD OF DIRECTORS
    1.0     		0 0 496
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    RICHARD E SPENCER JR SENIOR PRGRM OFFICER
    40.0     		88,590 22,233 0
    1514 HOLLAND ROAD SUITE 104
    SUFFOLK,VA23434
    TAMMIE A MULLINS-RICE PROGRAM OFFICER
    40.0     		58,158 15,592 0
    1514 HOLLAND ROAD SUITE 104
    SUFFOLK,VA23434
    CATHY J HUBBARD GRANTS ASSOCIATE
    40.0     		50,632 4,545 0
    1514 HOLLAND ROAD SUITE 104
    SUFFOLK,VA23434
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CORNERSTONE PARTNERS LLC INVESTMENT MGMT 433,671
    675 PETER JEFFERSON PARKWAY
    CHARLOTTESVILLE,VA22911
    SHAPIRO CAPITAL MANAGEMENT LLC INVESTMENT MGMT 73,396
    3060 PEACHTREE ROAD NW SUITE 1555
    ATLANTA,GA30305
    FIDUCIARY MANAGEMENT INC INVESTMENT MGMT 54,941
    100 EAST WISCONSIN AVE SUITE 2200
    MILWAUKEE,WI53202
    SUNTRUST BANK INC HDQ 5307 INVESTMENT CUSTODIAN 55,131
    919 EAST MAIN STREET
    RICHMOND,VA23219
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    94,695,787
    b
    Average of monthly cash balances.......................
    1b
    3,379,136
    c
    Fair market value of all other assets (see instructions)................
    1c
    682,240
    d
    Total (add lines 1a, b, and c).........................
    1d
    98,757,163
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    98,757,163
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,481,357
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    97,275,806
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,863,790
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,863,790
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    53,639
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    53,639
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,810,151
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    26,130
    5
    Add lines 3 and 4............................
    5
    4,836,281
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    4,836,281
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,069,129
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    33,035
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,102,164
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    53,639
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,048,525
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 4,836,281
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 4,519,058
    b Total for prior years:2010, 2009, 2008  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008....... 0
    c From 2009....... 0
    d From 2010....... 0
    e From 2011....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 5,102,164
    a Applied to 2011, but not more than line 2a 4,519,058
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 583,106
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2012. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		4,253,175
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009.... 0
    c Excess from 2010.... 0
    d Excess from 2011.... 0
    e Excess from 2012.... 0
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    CATHY HUBAND
    106 W FINNEY AVENUE
    SUFFOLK,VA23434
    (757) 539-8810
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT SEEKERS MUST SUBMIT THE REQUEST FOR PROJECT SUPPORT AND CONDITIONS OF GRANT FORM. IN ADDITION: 1. IRS DETERMINATION LETTER OR A WRITTEN DOCUMENT CERTIFYING TAX EXEMPT STATUS 2. BIOGRAPHICAL PROFILE OF KEY STAFF 3. ANNUAL REPORT, IF AVAILABLE 4. DETAILED ANNUAL BUDGET
    cAny submission deadlines:
    RENEWALS - JANUARY 15 & JULY 15 OF EACH YEAR GRANTS - JANUARY 15 & JULY 15 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTIONS: - LOBBYING OR POLITICAL PROGRAMS OR EVENTS - ACTIVITIES THAT EXCLUSIVELY BENEFIT THE MEMBERS OF SECTARIAN OR RELIGIOUS ORGANIZATIONS - ORGANIZATIONS THAT DISCRIMINATE BY RACE, COLOR, CREED, GENDER OR NATIONAL ORIGIN - BIOMEDICAL, CLINICAL OR EDUCATIONAL RESEARCH - INDIVIDUAL SCHOLARSHIPS - DIRECT SUPPORT TO ENDOWMENTS - FUNDING THAT SUPPLANTS EXISTING SOURCES OF SUPPORT - INDIVIDUALS, INCLUDING PATIENT ASSISTANCE FUNDS - ANNUAL FUND DRIVES - PROJECTS OUTSIDE OF THE FOUNDATION'S SERVICE AREA - MEETINGS AND CONFERENCES, UNLESS THEY ARE ESSENTIAL TO A LARGER PROJECT - DIRECT FUNDING FOR MEDICAL OR SOCIAL SERVICES TAHT ARE ALREADY FUNDED THROUGH EXISTING THIRD-PARTY REIMBURSEMENT SOURCES
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Access Partnership
    P O Box 41093
    Norfolk,VA23451     		  501(c)(3) Pub Charit To provide low-income, uninsured residents in Western Tidewater with expanded access to diagnostic and specialty medical services. 26,047
    Albemarle Health
    1144 North Road
    Elizabeth City,NC27909     		  501(c)(3) Pub Charit To acquire and implement an Electronic Health Record and Payment Management system to improve clinical quality and safety of patients. 35,551
    Albemarle Health
    1144 North Road
    Elizabeth City,NC27909     		  501(c)(3) Pub Charit To conduct a school-based healthy lifestyle program based on exercise and nutrition education for Gates County students and school employees. 35,957
    Albemarle Regional Health Services
    P O Box 189
    Elizabeth City,NC27909     		  501(c)(3) Pub Charit To implement a comprehensive diabetes plan in Gates County, North Carolina. 22,500
    American Diabetes Association
    870 Greenbrier Circle Suite 404
    Chesapeake,VA23320     		  501(c)(3) Pub Charit To train ambassadors in African American congregations to raise awareness of diabetes and stress the importance of early detection, disease management, and health risk factors. 13,856
    American Diabetes Association
    870 Greenbrier Circle Suite 404
    Chesapeake,VA23320     		  501(c)(3) Pub Charit To train ambassadors in high health-risk congregations to raise awareness of diabetes and stress the importance of early detection, disease management and health risk factors. 10,500
    American Diabetes Association
    870 Greenbrier Circle Suite 404
    Chesapeake,VA23320     		  501(c)(3) Pub Charit Sponsorship of the Cuisine for the Cure and the Tour de Cure both of which raise crucial funds for the American Diabetes Association and promote awareness for this potentially deadly disease. 5,000
    Association of Fundraising Professionals VA Hampt
    P O Box 2338
    Norfolk,VA23502     		  501(c)(3) Pub Charit To sponsor the Hampton Roads Chapter 2012 National Philanthropy Day awards luncheon recognizing excellence in philanthropy. 500
    Bon Secours Maryview Foundation
    100 Kingsley Lane Suite 204
    Norfolk,VA23505     		  501(c)(3) Pub Charit To provide consistent, free, primary healthcare to the medically underserved patients using the mobile Care-A-Van. 75,000
    Bon Secours Maryview Foundation
    100 Kingsley Lane Suite 204
    Norfolk,VA23505     		  501(c)(3) Pub Charit To provide free, mobile medical services to medically underserved in Western Tidewater. 56,250
    ACCESS AIDS
    222 West 21st St Suite F-308
    Norfolk,VA23517     		  501(c)(3) Pub Charit To expand rapid-HIV testing and education to Suffolk, Franklin and Isle of Wight County residents. 20,039
    Voices for Kids CASA Program
    P O Box 80
    Isle of Wight,VA23397     		  501(c)(3) Pub Charit For program expansion to serve and advocate for children involved in Suffolk juvenile courts due to neglect and abuse. 38,642
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(c)(3) Pub Charit To enroll uninsured pregnant women, and families of children who do not have health insurance in FAMIS. 8,695
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(c)(3) Pub Charit To provide Life Coaches in Sentara Obici Hospital's Emergency Room to help uninsured or underinsured patients secure primary care services and other resources. 30,469
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(c)(3) Pub Charit To provide Life Coaches in Sentara Obici Hospital's Emergency Room to help uninsured or underinsured patients secure primary care services or other resources. 17,854
    Cerebral Palsy of Virginia
    5825 Arrowhead Drive Suite 201
    Virginia Beach,VA23462     		  501(c)(3) Pub Charit To provide support so that primary caregivers may enjoy a meal, entertainment and time away from the daily stress of caring for family member(s) with disabilities. 3,000
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(c)(3) Pub Charit To renovate and expand the current Suffolk facility to allow an increase in the number of children served. 25,000
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(c)(3) Pub Charit Grantee staff training for three classes. 205
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(c)(3) Pub Charit To purchase a passenger van to transport special needs children and for in-home therapy visits. 40,000
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(c)(3) Pub Charit To support the purchase of a building for the Head Start program in Suffolk. 50,000
    The Children's Center
    700 Campbell Ave
    Franklin,VA23851     		  501(c)(3) Pub Charit To support renovation in Courtland for the Head Start program. 50,000
    CHKD
    601 Childrens Lane
    Norfolk,VA23507     		  501(c)(3) Pub Charit To implement a clinical approach to reduce obesity among Western Tidewater and Gates County children who have been diagnosed with obesity and another chronic diseases. 3,271
    Chuckatuck Volunteer Fire Department Inc
    300 Kings Highway
    Suffolk,VA23432     		  501(c)(3) Pub Charit To purchase TIC (thermal imagine camera) equipment for the new Chuckatuck Volunteer Fire Department engine. 1,500
    City of Suffolk
    PO Box 1858
    Suffolk,VA23439     		  501(c)(3) Pub Charit To provide adults and youth with increased physical activity and better nutrition using the Get Up and Get Out program. 12,717
    City of Suffolk
    PO Box 1858
    Suffolk,VA23439     		  501(c)(3) Pub Charit To purchase state of the art cardio and strenth training equipment for the Whaleyville Community Center where citizens in both southern Suffolk and Gates County, NC, may have access for health improvement through fitness and exercise. 250,000
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop and implement a hospital-based, universal risk screening during pregnancy or at birth that connects new parents with appropriate community resources. 54,913
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide uninsured patients with case management services that improve self care disease management skills from the hospital to home. 37,500
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide uninsured patients with case management services that improve self-care disease management skills from hospital to home. 28,125
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit Bravo Breakfast award for the Community Outreach Program. 5,000
    Cover 3 Foundation
    P O Box 456
    Franklin,VA23851     		  501(c)(3) Pub Charit To support an after-school and summer feeding program for at-risk and low-income children. 7,500
    Cover 3 Foundation
    P O Box 456
    Franklin,VA23851     		  501(c)(3) Pub Charit To purchase a refrigerated van which will allow for increased meal delivery to further distances in a safe manner. 35,000
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(c)(3) Pub Charit To raise awareness and reduce the risk of diabetes by educating physicians, conducting screenings and implementing a telephonic care management plan to patients referred. 5,457
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(c)(3) Pub Charit To increase the number of medical encounters at the Western Tidewater Free Clinic by scheduling family medicine residents, third-year medical students and an attending physician. 54,666
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(c)(3) Pub Charit To raise awareness and reduce the risk of diabetes by educating physicians, conducting screenings and implementing a telephonic care management plan. 119,259
    Eastern Virginia Medical School Foundation
    PO Box 5
    Norfolk,VA23501     		  501(c)(3) Pub Charit To provide loan forgiveness for two underrepresented minority physicians who will work in the Foundation's service area. 25,000
    Foodbank of Southeastern Virginia
    PO Box 1940
    Norfolk,VA23501     		  501(c)(3) Pub Charit To renovate and expand the storage facility to increase food distribution. 12,500
    Foodbank of Southeastern Virginia
    PO Box 1940
    Norfolk,VA23501     		  501(c)(3) Pub Charit To provide free food with high nutritional value from the Foodbank's Suffolk Mobile Pantry for diabetic clients. 25,000
    ForKids Inc
    PO Box 6044
    Norfolk,VA23508     		  501(c)(3) Pub Charit To offer behavioral health screenings, referral to care, and transportation to services for newly id entified homeless adults and children 3,355
    ForKids Inc
    PO Box 6044
    Norfolk,VA23508     		  501(c)(3) Pub Charit To connect homeless families with emergency shelter, rapid re-housing, insurance and healthcare services 37,500
    ForKids Inc
    PO Box 6044
    Norfolk,VA23508     		  501(c)(3) Pub Charit To expand homeless prevention and permanent supportive housing programming in Western Tidewater and to provide medical case management services. 12,500
    ForKids Inc
    PO Box 6044
    Norfolk,VA23508     		  501(c)(3) Pub Charit To assist families needing short-term shelter in western Tidewater. 5,000
    ForKids Inc
    PO Box 6044
    Norfolk,VA23508     		  501(c)(3) Pub Charit To improve access to medical and mental health services for homeless families. 28,125
    Franklin-Southampton Area United Way
    P O Box 366
    Franklin,VA23851     		  501(c)(3) Pub Charit To support agencies providing community services to individuals during the winter holidays. 500
    The Genieve Shelter
    157 N Main St 2nd Floor Ste R3
    Suffolk,VA23434     		  501(c)(3) Pub Charit To support the "Ride Against Domestic Violence" Fundraising event. 500
    Girl Scout Council of the Colonial Coast
    912 Cedar Rd
    Chesapeake,VA23322     		  501(c)(3) Pub Charit To celebrate the Girl Scouts' 100th anniversary. Funds awarded will be used to update the outdoor ad venture activities. 5,000
    Girls on the Run of South Hampton Roads
    4101 Granby Street 208
    Norfolk,VA23504     		  501(c)(3) Pub Charit To support the "Girls on the Run" program and cuiculum which helps to fight obesity in young girls ages 8 - 12 in Suffolk elementary schools. 5,000
    Isle of Wight Christian Outreach Program
    P O Box 253
    Smithfield,VA23431     		  501(c)(3) Pub Charit To provide basic dental healthcare access to the uninsured elderly in the Isle of Wight area, most of whom are at or below the poverty level. 13,950
    Isle of Wight Parks and Recreation
    13036 Nike Park Rd
    Carrollton,VA23314     		  501(c)(3) Pub Charit For placement of directional and informational signs, as part of Isle of Wight County's Bike and Pedestrian Master Plan, at Great Springs, Waterworks, Orbit, Turner Drive and Mill Swamp Roads. 3,943
    James L Camp Jr Family YMCA
    300 Crescent Dr
    Franklin,VA23851     		  501(c)(3) Pub Charit For an ADA compliant portable pool lift which will provide pool access for disabled residents in need of aqua therapy. 10,000
    Lions Club International District 24-D
    2357 Haversham Close
    Virginia Beach,VA23454     		  501(c)(3) Pub Charit Funds to expand the children's vision screening program in Western Tidewater. 14,000
    Mother Seton House Inc
    3333 Virginia Beach Blvd Ste 28
    Virginia Beach,VA23452     		  501(c)(3) Pub Charit To develop a plan for housing and supportive services for youth who have no resources through family or extended family. 7,500
    Nansemond-Suffolk Academy
    3373 Pruden Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop a "kid-to-kid" social marketing obesity prevention awareness campaign. 24,764
    Norfolk State University Office of Sponsored Progr
    700 Park Avenue
    Norfolk,VA235048060     		  501(c)(3) Pub Charit For a program to educate and prevent pediatric obesity through interaction with parents, grandparents and caretakers of children. 10,000
    North Gates United Methodist Charge Mobile Food Pa
    P O Box 38
    Gates,NC27937     		  501(c)(3) Pub Charit To support the Mobile Food Pantry distribution of an estimated 5,000 pounds of food to the hungry residents of Gates County on the third Thursday of each month. 2,000
    Obici Cardiac Nurses' Walking Club
    2800 Godwin Boulevard
    Suffolk,VA23434     		  501(c)(3) Pub Charit To support the Suffolk Heart Walk and Health Fair, coordinated by the Sentara Cardiac Nurses' Walking Club at the Suffolk YMCA. 500
    Patient Advocate Foundation
    421 Butler Farm Road
    Hampton,VA23666     		  501(c)(3) Pub Charit To increase access to healthcare through patient education and healthcare assistance resources. 8,365
    Paul D Camp Community College
    PO Box 737
    Franklin,VA23851     		  501(c)(3) Pub Charit To expand laboratory training equipment in the Nursing and Allied Health Program (Suffolk campus) and increase the number of students graduating. 55,293
    Paul D Camp Community College
    PO Box 737
    Franklin,VA23851     		  501(c)(3) Pub Charit To support the required immunizations and screenings for health care students who cannot afford to pay. These immunizations are required for students to have clinical experiences at the agencies and meet course requirements. 5,000
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(c)(3) Pub Charit To provide basic dental services for children and adults. 15,000
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(c)(3) Pub Charit To screen and identify undiagnosed diabetics and provide clinical learning groups that help patients treat and manage the disease. 10,000
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(c)(3) Pub Charit To provide access to clinical intervention/ primary care services for the diagnosis and management of diabetes and oral health. 225,000
    The Planning Council
    5365 Robin Hood Road Suite 700
    Norfolk,VA23513     		  501(c)(3) Pub Charit To prevent and address obesity among children with in private childcare settings and before/after school programs across Western Tidewater. 76,643
    The Planning Council
    5365 Robin Hood Road Suite 700
    Norfolk,VA23513     		  501(c)(3) Pub Charit To coordinate the homelessness continuum of care process, which includes the management of housing, healthcare and support services. 8,024
    Recovery for LifeRecovery for the City Internati
    3419 B6 Virginia Beach Blvd
    Virginia Beach,VA23452     		  501(c)(3) Pub Charit To fund faith based meetings that provide substance abuse education and prevention. 5,000
    The Rensselaerville Institute
    2 Oakwood Place
    Delmar,NY12054     		  501(c)(3) Pub Charit To define, track, achieve, communicate and improve results over the life of the Healthy people/Healthy Suffolk initiative. 67,500
    Roanoke Chowan Community Health Center
    113 B Hertford County High Rd
    Ahoskie,NC27910     		  501(c)(3) Pub Charit Bravo Breakfast award for the Telehealth program. 5,000
    RX Partnership
    2924 Emerywood Pkwy Suite 300
    Richmond,VA23294     		  501(c)(3) Pub Charit To provide free prescription medication and low- cost supplies to low-income, uninsured residents served by the Western Tidewater Free Clinic. 7,500
    RX Partnership
    2924 Emerywood Pkwy Suite 300
    Richmond,VA23294     		  501(c)(3) Pub Charit To provide free prescription medication and low- cost supplies to low-income, uninsured residents served by Western Tidewater Free Clinic. 7,500
    Senior Services of Southeastern Virginia
    6350 Center Dr Suite 101
    Norfolk,VA23502     		  501(c)(3) Pub Charit To provide community education, counseling and assistance to enroll seniors in Medicare and Medicaid benefits and other community resources for healthcare and prescription drug coverage. 10,001
    Senior Services of Southeastern Virginia
    6350 Center Dr Suite 101
    Norfolk,VA23502     		  501(c)(3) Pub Charit To conduct a Transportation Needs Assessment and develop a Public Transportation Plan for(WHO?) in the Cities of Suffolk and Franklin and the Counties of Isle of Wight and Southampton. 44,643
    Senior Services of Southeastern Virginia
    6350 Center Dr Suite 101
    Norfolk,VA23502     		  501(c)(3) Pub Charit To expand the MedCare Access program by training volunteer benefit counselors. 67,509
    Senior Services of Southeastern Virginia
    6350 Center Dr Suite 101
    Norfolk,VA23502     		  501(c)(3) Pub Charit Support of the I-Ride program which includes service for seniors and persons with diabilities to access healthcare, legal services, employment and grocery shopping. 22,329
    Smart Beginnings Western Tidewater
    601 North Mechanic Street Suite 20
    Franklin,VA23851     		  501(c)(3) Pub Charit To increase the number of Western Tidewater children enrolled in FAMIS 16,000
    Smart Beginnings Western Tidewater
    601 North Mechanic Street Suite 20
    Franklin,VA23851     		  501(c)(3) Pub Charit To increase the number of Western Tidewater children enrolled in FAMIS. 16,000
    Suffolk Department of Social Services
    135 Hall Avenue
    Suffolk,VA23434     		  501(c)(3) Pub Charit To increase the enrollment of children and families in Medicaid and FAMIS. 13,960
    Suffolk Department of Social Services
    135 Hall Avenue
    Suffolk,VA23434     		  501(c)(3) Pub Charit To increase the number of children and families enrolled in Medicaid and FAMIS. 23,008
    Suffolk Family YMCA
    2769 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To increase cardiovascular fitness, physical strength, and life skills for youth participating in an after-school jump rope program. 37,500
    Suffolk Family YMCA
    2769 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To increase cardiovascular fitness, physical strength and life skills for youth participating in an after-school jump rope program. 20,625
    Suffolk Family YMCA
    2769 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit Bravo Breakfast award for the Y-Change program. 5,000
    Suffolk Meals on Wheels
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide nutritious meal delivery to seniors and the disabled residents who are homebound, home alone and in financial need. 10,427
    Suffolk Meals on Wheels
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide meal delivery to senior and disabled recipients who are homebound and/or home alone in Suffolk and Isle of Wight Region. 69,152
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop a 10-year community wellness plan that promotes active lifestyles, access to healthy foods, neighborhood engagement and implementation. 43,800
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit For continued support of the Partnership and program expansion of Suffolk Community and Learning Gardens, Suffolk on the Move, and Healthy Moves for Suffolk Youth, all in an effort to reduce obesity. 167,490
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit To implement The Positive Lifestyle Commitment Program, an individual, comprehensive wellness care management program in Suffolk. 16,150
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit To implement an individualized, comprehensive wellness care management program in Suffolk. 12,112
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop a comprehensive plan encouraging active lifestyles for Suffolk citizens that includes community engagement, environmental change and measurable outcomes. 21,900
    Suffolk Project Lifesaver Search and Rescue
    300 Kings Fork Road
    Suffolk,VA23434     		  501(c)(3) Pub Charit To fund a rescue program with the purchase of transmitters, batteries and bracelets for tracking alzheimer and autistic patients who wander. 2,500
    Suffolk Public Schools
    PO Box 1549
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide a wellness coach for teachers and students to incorporate exercise and nutritional inform ation into daily core curriculum. 35,118
    Suffolk Public Schools
    PO Box 1549
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop a comprehensive health plan; implement After-School Challenge Clubs focused on obesity prevention; and establish salad bars in cafeterias for better nutrition. 100,877
    Suffolk Public Schools
    PO Box 1549
    Suffolk,VA23434     		  501(c)(3) Pub Charit To assist with the completion funding of the School of Licensed Practical Nursing's LPN program through February 2013. 25,000
    Suffolk Public Schools
    PO Box 1549
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop and implement After-School Challenge Clubs focused on obesity prevention and to establish salad bars in cafeterias for better nutrition. 75,000
    Suffolk Rotary Club
    PO Box 1972
    Suffolk,VA23439     		  501(c)(3) Pub Charit Platinum Sponsorship of the 2013 Suffolk Rotary First Citizen Reception. 1,000
    Suffolk Salvation Army Corps
    400 Bank St
    Suffolk,VA23434     		  501(c)(3) Pub Charit To help build a facility where children and older adults can exercise, learn about nutrition and access other programs and resources. 25,000
    Suffolk Salvation Army Corps
    400 Bank St
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide low-income persons with improved access to their doctors, hospitals and pharmacies. 7,500
    Surry Area Free Clinic
    PO Box 32
    Surry,VA23883     		  501(c)(3) Pub Charit To expand services and provide new construction for the Surry Free Clinic. 8,630
    Town of Smithfield
    P O Box 246
    Smithfield,VA23431     		  501(c)(3) Pub Charit To develop a community wellness plan in the Town of Smithfield to promote healthy lifestyles and encourage activities at Windsor Castle Park. 7,775
    Town of Smithfield
    P O Box 246
    Smithfield,VA23431     		  501(c)(3) Pub Charit To implement the Town of Smithfield community wellness initiative, Smithfield on the Move. This culture-based plan includes broad-based education, marketing, infrastructure and programs that promote healthy nutritional choices while encouraging ongoing physical activity to combat and prevent obesity in both children and adults. 12,500
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(c)(3) Pub Charit To offer telemental health counseling services for fatherhood development, anger management and autistic children and their parents 23,250
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(c)(3) Pub Charit To offer telemental health counseling services for fatherhood development, anger management and auistic children and their parents 5,812
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(c)(3) Pub Charit To expand trauma-informed-care groups for who have experienced trauma; to implement trauma-informed groups for children and adolescents based on best-practice concepts; and to educate human service providers in Trauma-Informed-Care techniques. 119,048
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(c)(3) Pub Charit Grantee staff training for one class. 85
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(c)(3) Pub Charit To sponsor the Trauma Informed Care conference. 5,000
    Virginia Association of Free and Charitable Clinic
    PO Box 35720
    North Chesterfield,VA23236     		  501(c)(3) Pub Charit To provide funding so that free clinics may transition into Electronic Health Records keeping. 5,000
    Virginia Commonwealth University
    PO Box 980566
    Richmond,VA23298     		  501(c)(3) Pub Charit To increase the number of underrepresented minorities and low-income students working as dentists in underserved areas through health advisor workshops, a four-week summer program and a loan forgiveness program. 61,201
    Virginia Diabetes Council
    2618 Iron Forge Road
    Herndon,VA20171     		  501(c)(3) Pub Charit To provide an evidence-based, self-management program for type 2 diabetics and promote healthy dining choices and active lifestyles. 15,469
    Virginia Diabetes Council
    2618 Iron Forge Road
    Herndon,VA20171     		  501(c)(3) Pub Charit To provide an evidence-based, self-management program for Type 2 diabetics and promote healthy dining choices and active lifestyles. 11,900
    Virginia Legal Aid Society
    PO Box 6200
    Lynchburg,VA24505     		  501(c)(3) Pub Charit To help individuals with complicated disability cases navigate the application process to secure Medicaid or Medicare. 37,500
    Virginia Legal Aid Society
    PO Box 6200
    Lynchburg,VA24505     		  501(c)(3) Pub Charit To help eligible, disabled clients obtain Medicaid and/or Medicare coverage. 37,500
    Virginia Poverty Law Center
    700 East Main Street Suite 1410
    Richmond,VA23219     		  501(c)(3) Pub Charit Speaker honorarium to support the Virginia Poverty Law Center's (VPLC) coordination efforts to seek justice in civil legal matters for lower income Virginians. 2,000
    Virginia Supportive Housing
    P O Box 8585
    Richmond,VA23226     		  501(c)(3) Pub Charit To provide medical and mental health services to disabled persons residing in permanent supportive housing. 7,500
    VOLUNTEER Hampton Roads
    400 West Olney Road Suite B
    Norfolk,VA23507     		  501(c)(3) Pub Charit To support the Hampton Roads Institute for Nonprofit Leadership conference which brings together local nonprofits with national caliber speakers to offer information on the nonprofit sector and to assist in capacity building. 2,500
    VOLUNTEER Hampton Roads
    400 West Olney Road Suite B
    Norfolk,VA23507     		  501(c)(3) Pub Charit To sponsor the Corporate Volunteer Excellence Awards event and fundraiser. 2,500
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To establish Western Tidewater's first outpatient medical detoxification program, providing daily testing, counseling, support and referral services to substance abusers. 100,000
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit For on-site security services 6 hours per day, 7 days per week for 6 months in the Outpatient Medical Detox Program. 39,312
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit For additional weekly outpatient pediatric counseling and psychiatry in Western Tidewater. 135,000
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit For a Licensed Practical Nurse to provide medical care monitoring and intervention for participants with severe/profound intellectual disabilities and physical disabilities in the Day Support programs 36,747
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To establish Western Tidewater's first outpatient medical detoxification program that provides daily testing, counseling, support and referral services to substance abusers. 50,000
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To sponsor the "Walk for Recovery" event and celebration in recognition of National Recovery Month. 455
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit Support for technology of telemedicine to link crisis services for children, adolescents and adults to local law enforcement agencies and hospitals. 40,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit To establish an in-house pharmacy that will increase and improve access to prescription medications. 4,779
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit To improve patient access to medical and dental care. 25,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide operational support for medical care and chronic disease management of uninsured patients 206,635
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide operational support for medical care and chronic disease management of uninsured patients 225,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit To support the celebration of the clinic's fifth year anniversary and recognition event. 750
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit Grantee staff training reimbursement for the Larell One-Step denture procedure class. 300
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit Funding for a new computer server and medical equipment. 25,000
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit To implement a national model - the Nurse Family Partnership program - to improve prenatal health, child health and development though age two in Franklin City and Isle of Wight County. 19,156
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit A Dental Health Promotion Project. To improve the oral health of children in Isle of Wight County, City of Franklin and Southampton County by improving the Medicaid/FAMIS utilization rate. 20,798
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit To support the needed repairs for the dental van used for the promotion of oral health and preventive services in the Isle of Wight community. 5,000
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit To provide underinsured and uninsured diabetics with one-on-one chronic disease case management services. 20,000
    YMCA of South Hampton Roads
    250 W Brambleton Ave Suite 100
    Norfolk,VA23510     		  501(c)(3) Pub Charit To construct a regional swimming pool that will provide children with exercise, safety training and healthy group activities at the Y's Camp Arrowhead 5,000
    Total .................................bullet 3a 4,136,138
    bApproved for future payment
    Albemarle Regional Health Services
    P O Box 189
    Elizabeth City,NC27909     		  501(c)(3) Pub Charit To implement a comprehensive diabetes plan in Gates County, North Carolina. 2,500
    American Diabetes Association
    870 Greenbrier Circle Suite 404
    Chesapeake,VA23320     		  501(c)(3) Pub Charit To train ambassadors in high health-risk congregations to raise awareness of diabetes and stress the importance of early detection, disease management and health risk factors. 10,500
    Bon Secours Maryview Foundation
    100 Kingsley Lane Suite 204
    Norfolk,VA23505     		  501(c)(3) Pub Charit To provide free, mobile medical services to medically underserved in Western Tidewater. 56,250
    Catholic Charities of Eastern Virginia
    5361 Virginia Beach Blvd
    Virginia Beach,VA23462     		  501(c)(3) Pub Charit To provide Life Coaches in Sentara Obici Hospitals Emergency Room to help uninsured or underinsured patients secure primary care services or other resources. 17,855
    City of Suffolk
    PO Box 1858
    Suffolk,VA23439     		  501(c)(3) Pub Charit To provide adults and youth with increased physical activity and better nutrition using the Get Up and Get Out program. 3,179
    Cover 3 Foundation
    P O Box 456
    Franklin,VA23851     		  501(c)(3) Pub Charit To support an after-school and summer feeding program for at-risk and low-income children. 7,500
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(c)(3) Pub Charit To increase the number of medical encounters at the Western Tidewater Free Clinic by scheduling family medicine residents, third-year medical students and an attending physician. 1,584
    Eastern Virginia Medical School
    PO Box 1980
    Norfolk,VA235011980     		  501(c)(3) Pub Charit To raise awareness and reduce the risk of diabetes by educating physicians, conducting screenings and implementing a telephonic care management plan. 17,741
    Foodbank of Southeastern Virginia
    PO Box 1940
    Norfolk,VA23501     		  501(c)(3) Pub Charit To provide free food with high nutritional value from the Foodbank's Suffolk Mobile Pantry for diabetic clients. 25,000
    ForKids Inc
    PO Box 6044
    Norfolk,VA23508     		  501(c)(3) Pub Charit To expand homeless prevention and permanent supportive housing programming in Western Tidewater and to provide medical case management services. 12,500
    ForKids Inc
    PO Box 6044
    Norfolk,VA23508     		  501(c)(3) Pub Charit To improve access to medical and mental health services for homeless families. 28,125
    Isle of Wight Christian Outreach Program
    P O Box 253
    Smithfield,VA23431     		  501(c)(3) Pub Charit To provide basic dental healthcare access to the uninsured elderly in the Isle of Wight area, most of whom are at or below the poverty level. 1,550
    Nansemond-Suffolk Academy
    3373 Pruden Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop a "kid-to-kid" social marketing obesity prevention awareness campaign. 2,752
    Norfolk State University
    McDemmond Center Suite 601
    Norfolk,VA235048060     		  501(c)(3) Pub Charit For a program to educate and prevent pediatric obesity through interaction with parents, grandparents and caretakers of children. 10,000
    Peninsula Institute for Community Health
    1033 28th St 2nd Floor
    Newport News,VA23607     		  501(c)(3) Pub Charit To provide access to clinical intervention/ primary care services for the diagnosis and management of diabetes and oral health. 25,000
    RX Partnership
    2924 Emerywood Pkwy Suite 300
    Richmond,VA23294     		  501(c)(3) Pub Charit To provide free prescription medication and low-cost supplies to low-income, uninsured residents served by Western Tidewater Free Clinic. 7,500
    Senior Services of Southeastern Virginia
    6350 Center Dr Suite 101
    Norfolk,VA23502     		  501(c)(3) Pub Charit To expand the MedCare Access program by training volunteer benefit counselors. 7,501
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop and implement a hospital-based, universal risk screening during pregnancy or at birth that connects new parents with appropriate community resources. 13,728
    Sentara Louise Obici Memorial Hospital
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide uninsured patients with case management services that improve self-care disease management skills from hospital to home. 28,125
    Smart Beginnings Western Tidewater
    601 North Mechanic Street Suite 20
    Franklin,VA23851     		  501(c)(3) Pub Charit To increase the number of Western Tidewater children enrolled in FAMIS. 16,000
    Suffolk Department of Social Services
    135 Hall Avenue
    Suffolk,VA23434     		  501(c)(3) Pub Charit To increase the number of children and families enrolled in Medicaid and FAMIS. 23,007
    Suffolk Family YMCA
    2769 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To increase cardiovascular fitness, physical strength and life skills for youth participating in an after-school jump rope program. 20,625
    Suffolk Meals on Wheels
    2800 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide meal delivery to senior and disabled recipients who are homebound and/or home alone in Suffolk and Isle of Wight Region. 7,684
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit For continued support of the Partnership and program expansion of Suffolk Community and Learning Gardens, Suffolk on the Move, and Healthy Moves for Suffolk Youth, all in an effort to reduce obesity. 18,610
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit To implement an individualized, comprehensive wellness care management program in Suffolk. 12,113
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop a comprehensive plan encouraging active lifestyles for Suffolk citizens that includes community engagement, environmental change and measurable outcomes. 17,520
    Suffolk Partnership for a Healthy Community
    1707 N Main Street
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop a comprehensive plan encouraging active lifestyles for Suffolk citizens that includes community engagement, environmental change and measurable outcomes. 4,380
    Suffolk Public Schools
    PO Box 1549
    Suffolk,VA23434     		  501(c)(3) Pub Charit To develop and implement After-School Challenge Clubs focused on obesity prevention and to establish salad bars in cafeterias for better nutrition. 75,000
    Suffolk Salvation Army Corps
    400 Bank St
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide low-income persons with improved access to their doctors, hospitals and pharmacies. 7,500
    The Planning Council
    5365 Robin Hood Road Suite 700
    Norfolk,VA23513     		  501(c)(3) Pub Charit To prevent and address obesity among children within private childcare settings and before/after school programs across Western Tidewater. 8,516
    The Planning Council
    5365 Robin Hood Road Suite 700
    Norfolk,VA23513     		  501(c)(3) Pub Charit To coordinate the homelessness continuum of care process, which includes the management of housing, healthcare and support services. 8,023
    The Rensselaerville Institute
    2 Oakwood Place
    Delmar,NY12054     		  501(c)(3) Pub Charit To define, track, achieve, communicate and improve results over the life of the Healthy People/Healthy Suffolk initiative. 7,500
    The Up Center
    222 W 19th St
    Norfolk,VA23517     		  501(c)(3) Pub Charit To expand trauma-informed-care groups for adults who have experienced trauma; to implement trauma-informed groups for children and adolescents based on best-practice concepts; and to educate human service providers in Trauma-Informed-Care techniques. 7,669
    Town of Smithfield
    P O Box 246
    Smithfield,VA23431     		  501(c)(3) Pub Charit To implement the Town of Smithfield community wellness initiative, Smithfield on the Move. This culture-based plan includes broad-based education, marketing, infrastructure and programs that promote healthy nutritional choices while encouraging on-going physical acctivity to combat to prevent obesity in both children and adults. 12,500
    Virginia Diabetes Council
    2618 Iron Forge Road
    Herndon,VA20171     		  501(c)(3) Pub Charit To provide an evidence-based, self-management program for Type 2 diabetics and promote healthy dining choices and active lifestyles. 11,900
    Virginia Legal Aid Society
    PO Box 6200
    Lynchburg,VA24505     		  501(c)(3) Pub Charit To help eligible, disabled clients obtain Medicaid and/or Medicare coverage. 37,500
    Virginia Supportive Housing
    P O Box 8585
    Richmond,VA23226     		  501(c)(3) Pub Charit To provide medical and mental health services to disabled persons residing in permanent supportive housing. 7,500
    Voices for Kids CASA Program
    P O Box 80
    Isle of Wight,VA23397     		  501(c)(3) Pub Charit For program expansion to serve and advocate for children involved in Suffolk juvenile courts due to neglect and abuse. 4,294
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit For on-site security services 6 hours per day, 7 days per week for 6 months in the Outpatient Medical Detox Program. 4,368
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit For additional weekly outpatient pediatric counseling and psychiatry in Western Tidewater. 15,000
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit For a Licensed Practical Nurse to provide medical care monitoring and intervention for participants with severe/profound intellectual disabilities and physical disabilities in the Day Support programs. 4,083
    Western Tidewater Community Services Board
    5268 Godwin Blvd
    Suffolk,VA23434     		  501(c)(3) Pub Charit To establish Western Tidewaters first outpatient medical detoxification program that provides daily testing, counseling, support and referral services to substance abusers. 50,000
    Western Tidewater Free Clinic
    2019 Meade Parkway
    Suffolk,VA23434     		  501(c)(3) Pub Charit To provide operational support for medical care and chronic disease management of uninsured patients. 225,000
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit To implement a national model - the Nurse Family Partnership program - to help improve prenatal health, child health and development through age two in Suffolk and Isle of Wight County. 10,111
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit To implement a national model - the Nurse Family Partnership program - to improve prenatal health, child health and development through age two in Franklin City and Isle of Wight County. 28,734
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit A Dental Health Promotion Project. To improve the oral health of children in Isle of Wight County, City of Franklin and Southampton County by improving the Medicaid/FAMIS utilization rate. 2,311
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit To provide underinsured and uninsured diabetics with one-on-one chronic disease case management services. 16,000
    Western Tidewater Health District
    135 Hall Ave Suite A
    Suffolk,VA234344654     		  501(c)(3) Pub Charit To provide underinsured and uninsured diabetics with one-on-one chronic disease case management services. 4,000
    Total .................................bullet 3b 946,338
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 745,065  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 4,229,249  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INCOME     14 640,148  
    bOTHER INCOME     01 1,200  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   5,615,662  
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,615,662
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE AND AUDIT SVCS 48,944     50,644

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

    TY 2012 DepreciationSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND 2010-03-01 102,507   L          
    LAND-CONSTRUCTION 2010-03-01 349,632 37,999 SL   18,243      
    LAND IMPR FENCE 2010-04-09 1,300 325 SL 8 163      
    BRONZE SIGN 2010-04-12 3,449 459 SL 15 230      
    LANDSCAPING CONTRA 2010-05-13 54,997 10,083 SL 10 5,500      
    CIVIL CONSTRUCTION 2010-08-31 2,373 84 SL 45 53      
    FINAL UNDERCUTTING 2010-09-01 1,524 161 SL 15 102      
    REVIEW OF FINAL DR 2010-09-01 210 8 SL 45 5      
    ORIGINAL CONSTRUCT 2010-03-01 1,594,184 120,737 SL   57,954      
    STAIRS & CABINETS 2010-09-01 7,431 330 SL 45 165      
    CONSTRUCTION ADMN 2010-09-01 4,653 163 SL 45 103      
    SNOW GUARDS 2011-03-10 10,200 227 SL 45 227      
    COMPUTER 2006-12-18 1,447 1,447 SL 5        
    COPIER 2006-12-18 6,100 6,100 SL 5        
    2 COMPUTER MONITOR 2006-12-18 3,423 3,423 SL 5        
    BROTHER LASER PRIN 2006-12-18 707 707 SL 5        
    COMPUTER EQUIPMENT 2006-12-18 980 980 SL 5        
    3 COMPUTER MONITOR 2007-01-02 5,308 5,308 SL 5        
    COMPUTER EQUIPMENT 2007-01-02 912 912 SL 5        
    PHONE SYSTEM 2007-01-19 2,939 2,168 SL 7 420      
    PHONES 2007-01-24 591 435 SL 7 84      
    PHONE - VOICEMAIL 2007-02-14 2,601 1,921 SL 7 372      
    PRINTER 2007-02-15 657 657 SL 5        
    LAPTOP COMPUTER 2007-04-23 1,344 1,322 SL 5 22      
    PROJECTOR 2007-04-23 1,302 1,280 SL 5 22      
    GIFTS MGT SOFTWARE 2007-06-01 14,960 14,960 SL 3        
    3 POWER POINT SOFT 2007-06-01 595 595 SL 3        
    AVAYA PHONE- LISA 2007-07-13 435 289 SL 7 62      
    2 ADOBE DREAM WEAV 2007-07-21 1,065 1,065 SL 3        
    2 ADOBE CREATIVE S 2007-09-21 837 837 SL 3        
    DESKTOP COMPUTER 2008-08-06 2,066 1,549 SL 5 413      
    MICROSOFT OFFICE P 2008-09-22 897 897 SL 3        
    FILE ROOM SYSTEM 2008-10-03 1,300 1,300 SL 10        
    DOCUMENTS MANAGER 2009-06-02 3,156 2,981 SL 3 175      
    ESSENTIAL'S GIFTS 2010-01-01 13,720 10,289 SL 3 3,431      
    BUILDING PROJECT 2010-03-01 52,195 13,179 SL 8 6,326      
    2 HP DESKTOP COMP 2010-06-11 2,596 908 SL 5 519      
    WIRELESS KEYBOARD 2010-11-05 351 99 SL 5 70      
    FURNITURE 2006-12-07 5,255 4,004 SL 7 751      
    CONFERENCE TABLE 2008-02-01 4,370 2,601 SL 7 624      
    8 CONFERENCE CHAIR 2008-02-01 1,253 746 SL 7 179      
    2 LEATHER MESH CHA 2008-08-04 713 374 SL 7 102      
    DESK & FILE CABINE 2008-08-01 781 335 SL 7 112      
    CONFERENCE TABLE 2010-03-01 1,750 292 SL 7 250      
    DESK, FILE CABINET 2009-12-14 3,386 610 SL 7 484      
    OFFICE CHAIR 2010-01-01 362 78 SL 7 52      
    BUILDING PROJECT C 2010-03-01 98,435 23,446 SL 7 11,254      
    SAFE 2010-07-02 582 145 SL 7 83      
    OAK BASE TABLE 2010-12-20 600 107 SL 7 86      
    TASK CHAIR & KEYBO 2011-01-10 543 97 SL 7 78      
    LANDSCAPING-NEAR C 2011-10-03 6,008 300 SL 10 601      
    LOCATION SIGN (MAI 2012-03-06 1,680 9 SL 15 112      
    LANDSCAPING - MAIN 2012-03-28 4,993   SL 10 499      
    CS5 SOFTWARE (3) 2011-04-06 1,832 611 SL 3 611      
    HP DESKTOP COMPUTE 2011-04-20 5,291 970 SL 5 1,058      
    ADOBE COTRIBUTE LI 2011-05-01 339 104 SL 3 113      
    HP DESKTOP COMP 2011-08-25 1,890 221 SL 5 378      
    SONIC WALL (COMPUT 2011-08-25 1,115 130 SL 5 223      
    COMPUTER PROJECTOR 2011-08-26 917 107 SL 5 183      
    I- PAD (& APPS) 2011-09-26 650 65 SL 5 130      
    DELL DESKTOP COMPU 2012-03-26 2,800 0 SL 5 560      
    COMPUTER MONITOR 2012-03-26 240 0 SL 5 48      
    CHAIR (PROGRAM OFF 2011-05-12 366 48 SL 7 52      
    BOOKCASE (PROGRAM 2011-07-18 224 21 SL 7 32      
    TASK CHAIR (EXECUT 2011-08-01 387 37 SL 7 55      
    FOUNDERS PLAQ 2011-10-01 549 39 SL 7 78      
    DESK HUTCH 2012-03-19 458 0 SL 7 65      
    WIRE SHELVING (3-4 2012-03-19 825 0 SL 7 118      
    PRINTER STAND 2012-03-19 377 0 SL 7 54      
    LATERAL FILE CABIN 2012-03-19 2,430 0 SL 7 347      
    EXECUTIVE CHAIRS 2012-03-19 817 0 SL 7 117      
    LANDSCAPING- CAC 2011-10-03 6,008 300 SL 10 601      
    LOCATION SIGN 2012-03-06 1,680 9 SL 15 112      
    LANDSCAPING-MAIN 2012-03-28 4,993   SL 10 499      
    CS5 SOFTWARE (3) 2011-04-06 1,832 611 SL 3 611      
    HP DESKTOP COMPUTE 2011-04-20 5,291 970 SL 5 1,058      
    ADOBE COTRIBUTE LI 2011-05-01 339 104 SL 3 113      
    HP DESKTOP COMPUTE 2011-08-25 1,890 221 SL 5 378      
    SONIC WALL 2011-08-25 1,115 130 SL 5 223      
    COMPUTER PROJECTOR 2011-08-26 917 107 SL 5 183      
    I- PAD (&APPS) 2011-09-26 650 65 SL 5 130      
    DELL DESKTOP COMPU 2012-03-26 2,800   SL 5 560      
    COMPUTER MONITOR 2012-03-26 240   SL 5 48      
    CHAIR (PROGRAM OFF 2011-05-12 366 48 SL 7 52      
    BOOKCASE 2011-07-18 224 21 SL 7 32      
    TASK CHAIR 2011-08-01 387 37 SL 7 55      
    FOUNDERS PLAQUE 2011-10-01 549 39 SL 7 78      
    DESK HUTCH 2012-03-19 458   SL 7 65      
    WIRE SHELVING 2012-03-19 825   SL 7 118      
    PRINTER STAND 2012-03-19 377   SL 7 54      
    LATERAL FILE CABIN 2012-03-19 2,430   SL 7 347      
    EXECUTIVE CHAIRS 2012-03-19 816   SL 7 117      
    SOFTWARE 2007-01-02 730 730 SL 3        
    SOFTWARE 2006-12-18 452 452 SL 3        
    SOFTWARE 2007-03-31 849 849 DS 3        
    VITEX TREES (2) 2013-01-31 680   SL 10 17      
    DESK SCANNER (EXEC 2012-04-26 430   SL 5 79      
    SHARP 80" TV (BOAR 2012-12-26 5,399   SL 5 270      
    PRINTER, LASERJET 2013-02-05 210   SL 5 7      
    ROUND TABLE (2ND F 2012-04-12 519   SL 7 74      
    PADDED FOLDING CHA 2012-05-02 560   SL 7 73      
    GUEST CHAIRS, ROLL 2012-05-24 2,262   SL 7 269      
    GUEST CHAIRS, WOOD 2012-06-27 722   SL 7 77      
    GUEST CHAIRS, WOOD 2012-05-24 2,507   SL 7 298      
    CRENDENZA (ED) 2012-05-24 2,898   SL 7 345      
    SOFA TABLE (PROGRA 2012-05-24 519   SL 7 62      
    OPEN BOOKCASE UNIT 2012-05-24 1,031   SL 7 123      
    GUEST CHAIRS, OPEN 2012-06-27 1,247   SL 7 134      
    ROUND TABLE (DIREC 2012-08-29 846   SL 7 71      
    RUGS, AREA 2013-02-18 7,051   SL 7 168      
    SOFA TABLE (GRANTS 2013-02-01 519   SL 7 12      
    LATERAL FILES, 2-D 2013-03-06 3,137   SL 7 37      

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Name of Bond End of Year Book Value End of Year Fair Market Value
    RIDGEWORTH FD TOTAL RETURN BD 2,120,980 2,120,980
    PIMCO GLOBAL BOND FUND 1,124,443 1,124,443

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AUTOMATIC DATA PROCESSING INC 0 0
    BABCOCK & WILCOX CO 451,719 451,719
    CENOVUS ENERGY INC 0 0
    CHECKPOINT SYS INC COM 265,771 265,771
    CME GROUP INC 0 0
    EXPRESS SCRIPTS INC 0 0
    PHARMERICA CORP COM 117,600 117,600
    DOLAN CO/THE COM 0 0
    FEMALE HEALTH CO/THE COM 186,010 186,010
    HALLMARK FINL SVCS INC COM 138,087 138,087
    INTERACTIVE INTELLIGENCE    
    GROUP COM 602,628 602,628
    INTL FCSTONE INC COM 369,092 369,092
    OMEGA FLEX INC COM 63,912 63,912
    STAMPS COM INC COM NEW 76,408 76,408
    TANDY LEATHER FACTORY INC COM 83,019 83,019
    UTAH MED PRODS INC COM 141,677 141,677
    WINMARK CORP COM 391,357 391,357
    C H ROBINSON WORLDWIDE    
    INC COM NEW 0 0
    DONALDSON INC COM 0 0
    EXXON MOBIL CORP COM 0 0
    GEN-PROBE INC NEW COM 0 0
    IDEXX LABS INC COM 0 0
    INTEL CORP COM 0 0
    ISHARES TR 1-3 YR TREAS    
    INDEX ETF 0 0
    METTLER-TOLEDO INTL INC COM 0 0
    NATIONAL OILWELL VARCO INC COM 0 0
    SGS SA UNSPONS ADR 0 0
    SIGMA-ALDRICH CORP COM 0 0
    TECHNE CORP COM 0 0
    TERADATA CORP DEL COM 0 0
    VARIAN MEDICAL SYS INC COM 0 0
    BARRETT BILL CORP COM 316,212 316,212
    BRINKER INTL INC COM 0 0
    CABOT MICROELECTRONICS    
    CORP COM 211,975 211,975
    CALGON CARBON CORP COM 463,360 463,360
    CIRCOR INTL INC COM 119,000 119,000
    EXELIS INC COM 394,218 394,218
    FEDERATED INVESTORS INC    
    CL B COM 262,737 262,737
    GENERAC HLDGS INC COM 0 0
    HANESBRANDS INC COM 369,036 369,036
    JOHN BEAN TECHNOLOGIES COM 352,750 352,750
    KAR AUCTION SVCS INC COM 0 0
    LENDER PROCESSING SVCS    
    INC COM 330,980 330,980
    LIVE NATION ENTERTAINMENT    
    INC COM 497,274 497,274
    PENSKE AUTOMOTIVE GRP    
    INC COM 406,992 406,992
    PERKINELMER INC COM 299,396 299,396
    RALCORP HLDGS INC COM 0 0
    SOLUTIA INC COM 0 0
    TIDEWATER INC COM 404,000 404,000
    UNITED STATES CELLULAR    
    CORP COM 0 0
    VCA ANTECH INC COM 445,511 445,511
    ZEBRA TECHNOLOGIES CORP    
    CORP COM CL A 183,336 183,336
    NEUBERGER BERMAN EQUITY-I 0 0
    PIMCO COMMODITY REALRTN    
    STRATEGY-I 2,977,022 2,977,022
    3M CO COM 271,091 271,091
    ACCENTURE PLC CL A COM 214,615 214,615
    AMERICAN EXPRESS CO COM 155,158 155,158
    AMERISOURCEBERGEN CORP COM 150,491 150,491
    AUTOMATIC DATA PROCESSING    
    INC COM 143,066 143,066
    BANK OF NEW YORK MELLON    
    CORP COM 276,401 276,401
    BERKSHIRE HATHAWAY INC    
    CL B COM NEW 263,105 263,105
    CINTAS CORP COM 137,906 137,906
    COMERICA INC COM 170,762 170,762
    COVIDEN PLC COM 193,344 193,344
    DEVON ENERGY CORP NEW COM 173,492 173,492
    DIAGEO PLC SPONS ADR 0 0
    GLAXOSMITHKLINE PLC ADR 145,421 145,421
    ILLINOIS TOOL WKS INC COM 179,773 179,773
    INGERSOLL-RAND PLC COM 138,900 138,900
    KIMBERLY CLARK CORP COM 124,924 124,924
    MICROSOFT CORP COM 115,850 115,850
    MONSANTO CO NEW COM 121,475 121,475
    NESTLE SA SPONS ADR 152,187 152,187
    OMNICOM GROUP COM 200,260 200,260
    SCHLUMBERGER LTD COM 146,036 146,036
    STAPLES INC COM 0 0
    SYSCO CORP COM 219,813 219,813
    TE CONNECTIVITY LTD COM 214,891 214,891
    TIME WARNER INC NEW COM 165,658 165,658
    UNITED PARCEL SVC INC    
    CL B COM 0 0
    WAL-MART STORES INC COM 173,980 173,980
    WILLIS GROUP HLDGS PLC    
    USD.00011 COM 100,701 100,701
    NEUBERGER BERMAN EQUITY INCOME 3,251,372 3,251,372
    CHEROKEE INC DEL NEW COM 68,048 68,048
    REIS INC COM 21,600 21,600
    AXIALL CORP COM 254,856 254,856
    BARNES & NOBLE INC COM 141,470 141,470
    DYNEGY INC COM 486,973 486,973
    GRAFTECH INTL LTD COM 168,192 168,192
    ISHARES TR RUSSELL 2000 INDEX    
    ETF 339,948 339,948
    SAIC INC COM 92,140 92,140
    WHITEWAVE FOODS CO COM-A 122,904 122,904
    WPX ENERGY INC COM 432,540 432,540
    DANONE SA SPONS ADR 139,247 139,247
    EXPEDITORS INTL WASH INC COM 126,842 126,842
    PACCAR INC COM 108,704 108,704
    ACTUANT CORP CL A COM 219,147 219,147
    AMERICAN PUBLIC EDUCATION COM 328,106 328,106
    COLFAX CORP COM 243,823 243,823
    CORPORATE EXECUTIVE BOARD CO C 284,809 284,809
    INTERVAL LEISURE GROUP INC COM 89,938 89,938
    MASIMO CORP COM 217,762 217,762
    MIDDLEBY CORP COM 164,322 164,322
    MORNINGSTAR INC COM 112,152 112,152
    REALD INC COM 312,442 312,442
    TRAVELZOO INC COM 131,105 131,105
    HEICO CORP NEW CL A COM 139,710 139,710
    XPO LOGISTICS INC COM 134,232 134,232

    TY 2012 InvestmentsOtherSchedule2
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HIGHCLERE INTERNATION SMALL      
    CO FUND   7,082,581 7,082,581
    CEDAR ROCK CAPITAL      
    PARTNERS LLC   11,438,530 11,438,530
    1607 CAPITAL PARTNERS   6,771,961 6,771,961
    BLUESTEM PARTNERS LP   8,558,743 8,558,743
    WINSTON HEDGED EQUITY   0 0
    ACACIA INST. PARTNERS   6,832,538 6,832,538
    REDWOOD OFFSHORE FUND LTD   5,587,594 5,587,594
    SANDERSON INTERNATIONAL      
    VALUE FUND   6,817,338 6,817,338
    KYLIN OFFSHORE LTD-CCC      
    SER 1 INITIAL   330,447 330,447
    MERCHANTS GATE OFFSHORE LTD      
    CL B-NR1   3,468,805 3,468,805
    SRS PARTNERS   3,136,521 3,136,521
    REGIMENT CAPITAL SPECIAL      
    SITUATIONS FD   1,140,135 1,140,135
    BROADWAY GATE OFFSHORE FUND   3,559,826 3,559,826
    NATAHALA CAPITAL OFFSHORE FUND   2,733,480 2,733,480
    REALTY ASSOCIATES FUND X UTP      
    L.P   600,000 600,000

    TY 2012 LandEtcSchedule2
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 102,507   102,507  
    LAND-CONSTRUCTION 349,632 56,242 293,390  
    LAND IMPR FENCE 1,300 488 812  
    BRONZE SIGN 3,449 689 2,760  
    LANDSCAPING CONTRA 54,997 15,583 39,414  
    CIVIL CONSTRUCTION 2,373 137 2,236  
    FINAL UNDERCUTTING 1,524 263 1,261  
    REVIEW OF FINAL DR 210 13 197  
    ORIGINAL CONSTRUCT 1,594,184 178,691 1,415,493  
    STAIRS & CABINETS 7,431 495 6,936  
    CONSTRUCTION ADMN 4,653 266 4,387  
    SNOW GUARDS 10,200 454 9,746  
    COMPUTER 1,447 1,447    
    COPIER 6,100 6,100    
    2 COMPUTER MONITOR 3,423 3,423    
    BROTHER LASER PRIN 707 707    
    COMPUTER EQUIPMENT 980 980    
    3 COMPUTER MONITOR 5,308 5,308    
    COMPUTER EQUIPMENT 912 912    
    PHONE SYSTEM 2,939 2,588 351  
    PHONES 591 519 72  
    PHONE - VOICEMAIL 2,601 2,293 308  
    PRINTER 657 657    
    LAPTOP COMPUTER 1,344 1,344    
    PROJECTOR 1,302 1,302    
    GIFTS MGT SOFTWARE 14,960 14,960    
    3 POWER POINT SOFT 595 595    
    AVAYA PHONE- LISA 435 351 84  
    2 ADOBE DREAM WEAV 1,065 1,065    
    2 ADOBE CREATIVE S 837 837    
    DESKTOP COMPUTER 2,066 1,962 104  
    MICROSOFT OFFICE P 897 897    
    FILE ROOM SYSTEM 1,300 1,300    
    DOCUMENTS MANAGER 3,156 3,156    
    ESSENTIAL'S GIFTS 13,720 13,720    
    BUILDING PROJECT 52,195 19,505 32,690  
    2 HP DESKTOP COMP 2,596 1,427 1,169  
    WIRELESS KEYBOARD 351 169 182  
    FURNITURE 5,255 4,755 500  
    CONFERENCE TABLE 4,370 3,225 1,145  
    8 CONFERENCE CHAIR 1,253 925 328  
    2 LEATHER MESH CHA 713 476 237  
    DESK & FILE CABINE 781 447 334  
    CONFERENCE TABLE 1,750 542 1,208  
    DESK, FILE CABINET 3,386 1,094 2,292  
    OFFICE CHAIR 362 130 232  
    BUILDING PROJECT C 98,435 34,700 63,735  
    SAFE 582 228 354  
    OAK BASE TABLE 600 193 407  
    TASK CHAIR & KEYBO 543 175 368  
    LANDSCAPING- CAC 6,008 901 5,107  
    LOCATION SIGN 1,680 121 1,559  
    LANDSCAPING-MAIN 4,993 499 4,494  
    CS5 SOFTWARE (3) 1,832 1,222 610  
    HP DESKTOP COMPUTE 5,291 2,028 3,263  
    ADOBE COTRIBUTE LI 339 217 122  
    HP DESKTOP COMPUTE 1,890 599 1,291  
    SONIC WALL 1,115 353 762  
    COMPUTER PROJECTOR 917 290 627  
    I- PAD (&APPS) 650 195 455  
    DELL DESKTOP COMPU 2,800 560 2,240  
    COMPUTER MONITOR 240 48 192  
    CHAIR (PROGRAM OFF 366 100 266  
    BOOKCASE 224 53 171  
    TASK CHAIR 387 92 295  
    FOUNDERS PLAQUE 549 117 432  
    DESK HUTCH 458 65 393  
    WIRE SHELVING 825 118 707  
    PRINTER STAND 377 54 323  
    LATERAL FILE CABIN 2,430 347 2,083  
    EXECUTIVE CHAIRS 816 117 699  
    SOFTWARE 730 730    
    SOFTWARE 452 452    
    SOFTWARE 849 849    
    VITEX TREES (2) 680 17 663  
    DESK SCANNER (EXEC 430 79 351  
    SHARP 80" TV (BOAR 5,399 270 5,129  
    PRINTER, LASERJET 210 7 203  
    ROUND TABLE (2ND F 519 74 445  
    PADDED FOLDING CHA 560 73 487  
    GUEST CHAIRS, ROLL 2,262 269 1,993  
    GUEST CHAIRS, WOOD 722 77 645  
    GUEST CHAIRS, WOOD 2,507 298 2,209  
    CRENDENZA (ED) 2,898 345 2,553  
    SOFA TABLE (PROGRA 519 62 457  
    OPEN BOOKCASE UNIT 1,031 123 908  
    GUEST CHAIRS, OPEN 1,247 134 1,113  
    ROUND TABLE (DIREC 846 71 775  
    RUGS, AREA 7,051 168 6,883  
    SOFA TABLE (GRANTS 519 12 507  
    LATERAL FILES, 2-D 3,137 37 3,100  


    TY 2012 LegalFeesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES - DEFENDING        
    LAWSUIT 2,524     2,524
    LEGAL SERVICES - REVIEW        
    RETIREMENT PLAN 5,032     5,032
    LEGAL SERVICES - REVIEW        
    SOFTWARE CONTRACT 2,160     2,160
    LEGAL SERVICES - REVIEW        
    FINANCIAL ADVISOR CONTRACT 330     330


    TY 2012 OtherAssetsSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART COLLECTION 658,240 658,240 658,240
    CEMETERY LOTS 24,000 24,000 24,000
    ACCRUED INTEREST ON      
    INVESTMENTS 37,472 22,935 22,935
    DEPOSITS 100 100 100


    TY 2012 OtherExpensesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 13,177     13,177
    ADVERTISING 16,197     16,212
    MAINTENANCE AGREEMENTS 41,901     42,322
    INSURANCE 9,461     9,461
    OFFICE EXPENSES 14,645     14,709
    AMORTIZATION 2,472      
    MISCELLANEOUS 2,007     1,944
    MISCELLANEOUS/GRANTEE        
    TRAINING ASSISTANCE 590     590


    TY 2012 OtherIncomeSchedule2
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 640,148 2,636,903  
    OTHER INCOME 1,200 0  


    TY 2012 OtherIncreasesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Amount
    PRIOR YEAR GRANTS RECOVERED 26,130
    UNREALIZED GAINS IN INVESTMENTS 334,529
    UNREALIZED GAINS IN PARTNERSHIPS AND 0
    FOREIGN INVESTMENTS 3,358,139
    ROUNDING -2


    TY 2012 OtherLiabilitiesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES PAYABLE 306,269 423,256


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGMENT FEES 705,369 705,369    
    CONSULTANT FEES 41,417     61,636


    TY 2012 TaxesSchedule
    Name:
    OBICI HEALTHCARE FOUNDATION INC
    EIN: 51-0249728
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER FEES AND TAXES 501     501
    FEDERAL EXCISE TAXES 174,502