TY 2017 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) JOHN MCCARTHY...................................................................... CHAIR	1.58 ................. 1.93	X		0	0
(2) RAY KNOTT...................................................................... VICE CHAIR	1.80 ................. 2.20	X		0	0
(3) JANELLE DOWNES...................................................................... SECRETARY/TREASURER	0.90 ................. 1.10	X		0	0
(4) POWELL DUGAN...................................................................... LEGAL COUNSEL	1.35 ................. 1.65	X		0	0
(5) MARSHALL DOELLER...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(6) TIM DUNN...................................................................... TRUSTEE	0.90 ................. 1.10	X		0	0
(7) RICK GERHARDT...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(8) ROBIN GULICK...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(9) JOSHUA JAKUM MD...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(10) MARY LEIGH MCDANIEL...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(11) SUSAN STRITTMATTER...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(12) TOM TUCKER...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(13) MARK VAN DE WATER...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(14) KAREN WACHMEISTER...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(15) PATRICIA WOODWARD...................................................................... TRUSTEE	0.68 ................. 0.83	X		0	0
(16) CHRISTINE CONNOLLY...................................................................... PRESIDENT/CEO	18.00 ................. 22.00		X	276,915	58,691
(17) LORNA MAGILL...................................................................... CFO	18.00 ................. 22.00		X	182,948	7,541

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

FHI SERVICES

Employer identification number

54-0573701

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

FHI SERVICES

Employer identification number

54-0573701

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	10,339,211	9,546,239	9,064,881	9,546,225	9,058,046
b	Contributions ...					697
c	Net investment earnings, gains, and losses	406,360	792,972	481,358	-481,344	751,271
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	-10,745,571				248,020
f	Administrative expenses ....					15,769
g	End of year balance ......		10,339,211	9,546,239	9,064,881	9,546,225

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

0 %

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) WELLINGTON CTF RESEARCH EQUITY	18,032,149	F
(B) FARALLON EQUITY PARTNER LP	18,211,378	F
(C) PALO ALTO HEALTHCARE OFFSHORE II, LTD	6,780,012	F
(D) COATUE LONG ONLY OFFSHORE FUND, LP	8,333,075	F
(E) CANYON VALUE REALIZATION FUND	9,353,753	F
(F) DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP	9,063,843	F
(G) ANCHORAGE CAPITAL PARTNERS	9,207,949	F
(H) WELLINGTON SRA	9,034,084	F
(I) INDUS SELECT FUND LTD	5,902,691	F
(J) MW EURAKA FUND	8,463,763	F
(K) NITORIUM OFFSHORE FUND LTD	6,260,817	F
(L) THE SANDERSON INTERNATIONAL VALUE FUND	10,641,079	F
(M) KABOUTER INTERNATIONAL OPPORTUNITIES OFFSHORE FUNDS	7,317,173	F
(N) SAMLYN OFFSHORE LTD - CLASS B, SUB-CLASS 1	6,738,427	F
(O) HARBOR SPRING CAPITAL PARTNERS OFFSHORE, LTD.	6,685,926	F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	140,026,119

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)DUE FROM AFFILIATE				28,063,101
(2)INTEREST RECEIVABLE				138,726
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				28,201,827

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,000,000
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE FAUQUIER HOSPITAL ENDOWMENT FUND (THE TRUST) IS AN IRREVOCABLE TRUST CREATED BY THE CHICHESTER DUPONT FOUNDATION IN 1959. A LOCAL BANK WAS DESIGNATED AS THE TRUSTEE AND REMITS INCOME FROM THE TRUST TO THE HOSPITAL SEMIANNUALLY. THE INCOME MAY BE EMPLOYED BY THE HOSPITAL TO FURTHER ITS WORK IN SUCH MANNER AS THE BOARD OF TRUSTEES OF THE HOSPITAL DETERMINES. IN 2018, THE FOUNDATION SOLD ITS REMAINING 20% INTEREST IN JOINT VENTURE LLC RESULTING IN THE PERMANENT DISCONTINUANCE OF ITS OPERATION OF A HOSPITAL AND ITS RIGHT TO RECEIVE THE INCOME PERPETUITY. AS PROVIDED FOR IN THE TRUST DOCUMENT, THE TRUSTEE SHALL PAY OVER AND TRANSFER THE PRINCIPAL OF THE TRUST, AND ANY UNDISTRIBUTED INCOME, TO SUCH CHARITABLE ORGANIZATION AS, IN THE JUDGEMENT OF THE CIRCUIT COURT OF FARQUIER COUNTY, VIRGINIA. THE ORGANIZATION HAS FILED A PETITION IN THE CIRCUIT COURT OF FAUQUIER COUNTY, VIRGINIA, REQUESTING THAT THESE FUNDS BE AWARDED TO THE ORGANIZATION.
PART X, LINE 2:	THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. IN THE FOOTNOTE, FHS SERVICES REFERS TO THE CONSOLIDATED GROUP AS A WHOLE WHICH INCLUDES FHS SERVICES,FHI SERVICES, AND FAUQUIER HEALTH FOUNDATION. FHS SERVICES, FHI SERVICES AND THE FAUQUIER HEALTH FOUNDATION (D/B/A PATH FOUNDATION) ARE ALL EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A PUBLIC CHARITY PURSUANT TO IRC SECTION 509(A). FEDERAL TAX LAW REQUIRES THAT THESE ENTITIES BE OPERATED IN A MANNER CONSISTENT WITH THEIR INITIAL EXEMPTION APPLICATION TO MAINTAIN THEIR EXEMPT STATUS. MANAGEMENT HAS ANALYZED THE OPERATIONS OF THESE ENTITIES AND CONCLUDED THAT THESE ENTITIES REMAIN IN COMPLIANCE WITH THE REQUIREMENTS FOR EXEMPTION. THE STATE IN WHICH THESE ENTITIES OPERATE ALSO PROVIDES A GENERAL EXCEPTION FROM STATE INCOME TAXATION FOR ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXATION. HOWEVER, THESE ENTITIES ARE SUBJECT TO BOTH FEDERAL AND STATE INCOME TAXATION AT CORPORATE TAX RATES ON THEIR UNRELATED BUSINESS INCOME. THESE ENTITIES HAVE NO UNRECOGNIZED TAX BENEFITS. MANAGEMENT HAS ALSO CONSIDERED THE IMPACT OF UNRELATED BUSINESS ACTIVITIES AND HAS CONCLUDED THAT THESE ENTITIES ARE NOT SUBJECT TO UNRELATED BUSINESS TAX OR ANY OTHER TAXES THAT COULD BE IMPOSED BY THE IRC OR STATE TAXING AUTHORITIES. AS SUCH, NO PROVISION IS MADE FOR INCOME TAXES AND NO ASSET OR LIABILITY HAS BEEN RECOGNIZED FOR DEFERRED TAXES.

Return Reference

Explanation

PART V, LINE 4:

THE FAUQUIER HOSPITAL ENDOWMENT FUND (THE TRUST) IS AN IRREVOCABLE TRUST CREATED BY THE CHICHESTER DUPONT FOUNDATION IN 1959. A LOCAL BANK WAS DESIGNATED AS THE TRUSTEE AND REMITS INCOME FROM THE TRUST TO THE HOSPITAL SEMIANNUALLY. THE INCOME MAY BE EMPLOYED BY THE HOSPITAL TO FURTHER ITS WORK IN SUCH MANNER AS THE BOARD OF TRUSTEES OF THE HOSPITAL DETERMINES. IN 2018, THE FOUNDATION SOLD ITS REMAINING 20% INTEREST IN JOINT VENTURE LLC RESULTING IN THE PERMANENT DISCONTINUANCE OF ITS OPERATION OF A HOSPITAL AND ITS RIGHT TO RECEIVE THE INCOME PERPETUITY. AS PROVIDED FOR IN THE TRUST DOCUMENT, THE TRUSTEE SHALL PAY OVER AND TRANSFER THE PRINCIPAL OF THE TRUST, AND ANY UNDISTRIBUTED INCOME, TO SUCH CHARITABLE ORGANIZATION AS, IN THE JUDGEMENT OF THE CIRCUIT COURT OF FARQUIER COUNTY, VIRGINIA. THE ORGANIZATION HAS FILED A PETITION IN THE CIRCUIT COURT OF FAUQUIER COUNTY, VIRGINIA, REQUESTING THAT THESE FUNDS BE AWARDED TO THE ORGANIZATION.

PART X, LINE 2:

THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. IN THE FOOTNOTE, FHS SERVICES REFERS TO THE CONSOLIDATED GROUP AS A WHOLE WHICH INCLUDES FHS SERVICES,FHI SERVICES, AND FAUQUIER HEALTH FOUNDATION. FHS SERVICES, FHI SERVICES AND THE FAUQUIER HEALTH FOUNDATION (D/B/A PATH FOUNDATION) ARE ALL EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A PUBLIC CHARITY PURSUANT TO IRC SECTION 509(A). FEDERAL TAX LAW REQUIRES THAT THESE ENTITIES BE OPERATED IN A MANNER CONSISTENT WITH THEIR INITIAL EXEMPTION APPLICATION TO MAINTAIN THEIR EXEMPT STATUS. MANAGEMENT HAS ANALYZED THE OPERATIONS OF THESE ENTITIES AND CONCLUDED THAT THESE ENTITIES REMAIN IN COMPLIANCE WITH THE REQUIREMENTS FOR EXEMPTION. THE STATE IN WHICH THESE ENTITIES OPERATE ALSO PROVIDES A GENERAL EXCEPTION FROM STATE INCOME TAXATION FOR ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXATION. HOWEVER, THESE ENTITIES ARE SUBJECT TO BOTH FEDERAL AND STATE INCOME TAXATION AT CORPORATE TAX RATES ON THEIR UNRELATED BUSINESS INCOME. THESE ENTITIES HAVE NO UNRECOGNIZED TAX BENEFITS. MANAGEMENT HAS ALSO CONSIDERED THE IMPACT OF UNRELATED BUSINESS ACTIVITIES AND HAS CONCLUDED THAT THESE ENTITIES ARE NOT SUBJECT TO UNRELATED BUSINESS TAX OR ANY OTHER TAXES THAT COULD BE IMPOSED BY THE IRC OR STATE TAXING AUTHORITIES. AS SUCH, NO PROVISION IS MADE FOR INCOME TAXES AND NO ASSET OR LIABILITY HAS BEEN RECOGNIZED FOR DEFERRED TAXES.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization
FHI SERVICES

Employer identification number

54-0573701

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	0	INVESTMENTS	66,579,823
















3a	Sub-total ....	0	0		66,579,823
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		66,579,823

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019

Schedule F (Form 990) 2019

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2019

Schedule F (Form 990) 2019Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2019

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2019

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation

Schedule F (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

FHI SERVICES

Employer identification number

54-0573701

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	602,706		602,706	2.390 %
b	Medicaid (from Worksheet 3, column a) . . . . .	1,209,127	1,141,512	67,615	0.270 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	1,811,833	1,141,512	670,321	2.660 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	180,893	3,624	177,269	0.700 %
f	Health professions education (from Worksheet 5) . . .	171,238		171,238	0.680 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	3,630,942		3,630,942	14.420 %
j	Total. Other Benefits . .	3,983,073	3,624	3,979,449	15.800 %
k	Total. Add lines 7d and 7j .	5,794,906	1,145,136	4,649,770	18.460 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019

Schedule H (Form 990) 2019

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements	322	322	100.000 %
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total	322	322	100.000 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

530,186

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

228,245

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

5,871,286

Enter Medicare allowable costs of care relating to payments on line 5.....

7,787,032

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-1,915,746

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2019

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	THE FAUQUIER HOSPITAL 500 HOSPITAL DRIVE WARRENTON,VA20186 WWW.FAUQUIERHEALTH.ORG	X	X	X

Schedule H (Form 990) 2019

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	THE FAUQUIER HOSPITAL
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 16

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.FAUQUIERHEALTH.ORG

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.FAUQUIERHEALTH.ORG

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2019

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Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	THE FAUQUIER HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of %

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.FAUQUIERHEALTH.ORG

The FAP application form was widely available on a website (list url):

WWW.FAUQUIERHEALTH.ORG

A plain language summary of the FAP was widely available on a website (list url):
WWW.FAUQUIERHEALTH.ORG

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2019

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Part VFacility Information (continued)

Billing and Collections

	THE FAUQUIER HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2019

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Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	THE FAUQUIER HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2019

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
THE FAUQUIER HOSPITAL	PART V, SECTION B, LINE 5: OVER 90 INDIVIDUALS FROM 56 COMMUNITY AND HEALTH CARE ORGANIZATIONS COLLABORATED TO IMPLEMENT A COMPREHENSIVE CHNA PROCESS FOCUSED ON IDENTIFYING AND DEFINING SIGNIFICANT HEALTH NEEDS, ISSUES, AND CONCERNS OF FAUQUIER AND RAPPAHANNOCK COUNTIES. THE THREE-MONTH PROCESS CENTERED ON GATHERING AND ANALYZING DATA AS WELL AS RECEIVING INPUT FROM PERSONS WHO REPRESENTED THE BROAD INTERESTS OF THE COMMUNITY AND HAD SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH TO PROVIDE DIRECTION FOR THE COMMUNITY, THE FAUQUIER HEALTH FOUNDATION, THE VIRGINIA DEPARTMENT OF HEALTH, AND FH TO CREATE A PLAN TO IMPROVE THE HEALTH OF THE COMMUNITY.42 COMMUNITY MEMBERS, NOT-FOR-PROFIT ORGANIZATIONS (REPRESENTING MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY POPULATIONS, ELDERLY AND CHILDREN), FOUNDATIONS, SCHOOLS, HEALTH PROVIDERS, AND GOVERNMENT REPRESENTATIVES PARTICIPATED IN THREE FOCUS GROUPS FOR THEIR PERSPECTIVES ON COMMUNITY HEALTH NEEDS AND ISSUES ON APRIL 4 AND 5, 2017.INFORMATION GATHERING USING SECONDARY PUBLIC HEALTH SOURCES OCCURRED IN FEBRUARY AND MARCH OF 2017. TWENTY-FIVE COMMUNITY PHYSICIANS AND 285 FAUQUIER HEALTH EMPLOYEES WERE SURVEYED ELECTRONICALLY REGARDING THEIR PERSPECTIVES ON COMMUNITY HEALTH STATUS AND NEEDS FROM MARCH 1 THROUGH MARCH 27, 2017. 584 COMMUNITY SURVEYS WERE COMPLETED; 206 BY TELEPHONE (LANDLINE AND CELL PHONES), 268 ELECTRONIC SURVEYS, AND 124 PRINT SURVEYS IN ENGLISH AND 6 IN SPANISH WERE CONDUCTED BETWEEN MARCH 1 AND MARCH 31, 2017. COMMUNITY PARTNERS SENT THE SURVEY OUT TO CLIENTS AND EMPLOYEES. A COMMUNITY HEALTH TOWN HALL WAS CONDUCTED ON APRIL 6, 2017 WITH OVER 60 COMMUNITY STAKEHOLDERS. THE AUDIENCE CONSISTED OF HEALTHCARE PROVIDERS, BUSINESS LEADERS, LAW ENFORCEMENT, GOVERNMENT REPRESENTATIVES, NOT-FOR-PROFIT ORGANIZATIONS (MENTAL HEALTH, SUBSTANCE ABUSE, ELDERLY SERVICES, MINORITY POPULATIONS, ETC.), AND OTHER COMMUNITY MEMBERS.INPUT OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS WAS RECEIVED DURING THE FOCUS GROUPS, THE COMMUNITY HEALTH TOWN HALL, AND THE COMMUNITY SURVEY. AGENCIES REPRESENTING THESE POPULATIONS WERE INTENTIONALLY INVITED TO THE FOCUS GROUPS AND TOWN HALL. NOT-FOR-PROFIT AND GOVERNMENT AGENCIES DISTRIBUTED THE COMMUNITY SURVEY TO THEIR CLIENTS TO ENSURE INPUT FROM THESE POPULATIONS. HOSPITAL EMPLOYEES AND COMMUNITY PHYSICIANS WERE ALSO SURVEYED, PROVIDING INSIGHT INTO THE HEALTH NEEDS OF THE MEDICALLY UNDERSERVED AND THE COMMUNITY AT-LARGE.
THE FAUQUIER HOSPITAL	PART V, SECTION B, LINE 7D: AS OF AUGUST 1, 2017, THIS REPORT WAS MADE WIDELY AVAILABLE TO THE COMMUNITY VIA FAUQUIER HEALTH'S WEBSITE, WWW.FAUQUIERHEALTH.ORG, AND THE FAUQUIER HEALTH FOUNDATION'S (DBA THE PATH FOUNDATION) WEBSITE, WWW.PATHFORYOU.ORG. OUTSIDE OF THE WEBSITES, PAPER COPIES ARE AVAILABLE FREE OF CHARGE AT BOTH FAUQUIER HOSPITAL AND THE FAUQUIER HEALTH FOUNDATION.
THE FAUQUIER HOSPITAL	PART V, SECTION B, LINE 11: AT THE COMMUNITY HEALTH TOWN HALL, ATTENDEES REVIEWED THE MOST SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY FOR THE NEXT THREE-YEARS AS IDENTIFIED BY THE FOCUS GROUPS AND THE COMMUNITY SURVEY. THE COMMUNITY HEALTH TOWN HALL AFFIRMED THE PRIORITIES, LISTED BELOW.WITH THE FOLLOWING ISSUES PRIORITIZED, ATTENDEES BRAINSTORMED GOALS AND ACTIONS AT THE COMMUNITY HEALTH TOWN HALL, CREATING THE FOUNDATION FOR FAUQUIER AND RAPPAHANNOCK COUNTIES' HEALTH INITIATIVES.SUBSTANCE ABUSE (INCLUDING ALCOHOL, TOBACCO, AND DRUGS), MENTAL HEALTH SERVICES, HEALTHY EATING/ACTIVE LIVING (ADDRESSING GENERAL HEALTH AND OBESITY), SOCIOECONOMICS (HOUSING, JOBS), ACCESS TO CARE (UNINSURED, COST OF INSURANCE AND CARE, AND CATCHING PEOPLE IN THE SERVICE GAP), CHILDHOOD WELLNESS (MENTAL HEALTH, NUTRITION, AND PHYSICAL ACTIVITY) AND SENIOR SERVICES (HOME CARE, WELLNESS, AND CHRONIC DISEASE MANAGEMENT).TO ADDRESS HEALTH EDUCATION AND LEADING CAUSES OF DEATH, THE HOSPITAL HOSTS FREE, MONTHLY HEALTH LECTURES ON VARIOUS TOPICS IDENTIFIED IN THE ASSESSMENT SUCH AS CANCER, HEART DISEASE, STROKE AND TIA, CHOLESTEROL, DIABETES, OBESITY, CONGESTIVE HEART FAILURE AND NUTRITION. FREE BLOOD PRESSURE SCREENINGS WERE ALSO OFFERED AT THE FAUQUIER HOSPITAL BISTRO DURING TUESDAYS AND THURSDAYS SENIOR SUPPER HOURS. FAUQUIER HEALTH ADDRESSES DIABETES BY PROVIDING DIABETES EDUCATION INCLUDING SUPPORT GROUPS, SELF-MANAGEMENT CLASSES, SCREENINGS, COUNSELING, AND TALKS AT SCHOOLS ON DIABETES TO SCHOOL CHILDREN. FREE MAMMOGRAMS ARE PROVIDED TO WOMEN TURNING 40. TO ADDRESS AGING SERVICES, FAUQUIER HEALTH FACILITATES SUPPORT GROUPS FOR ALZHEIMER'S, DEMENTIA, CANCER, CAREGIVERS AND DIABETES. FAUQUIER HEALTH HOSTED A SENIOR RESOURCE FAIR FOR COMMUNITY MEMBERS. IN ADDITION, FAUQUIER PARTNERS WITH THE LOCAL COMMUNITY SERVICE BOARD AND AGING TOGETHER TO HOST MEDICARE/MEDICAID COUNSELING, A FALL SYMPOSIUM AND AN ALZHEIMER'S/DEMENTIA WORKSHOP.TO ADDRESS CHILDHOOD WELLNESS, FAUQUIER HEALTH OFFERS MONTHLY JUNIOR CHEF CLASSES. DURING THE CLASS, THE KIDS LEARN HOW TO COOK HEALTHY MEALS. TO ADDRESS SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES, FAUQUIER HEALTH PROVIDES FREE MEETING SPACE TO SEVERAL SUPPORT GROUPS, INCLUDING FAMILIES OVERCOMING DRUG ADDICTION, NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS), AND THE ADDICTION RECOVERY SUPPORT GROUP. ADDITIONAL SUPPORT GROUPS THAT MEET AT THE HOSPITAL INCLUDE RHEUMATOID ARTHRITIS, BEREAVEMENT, LYME DISEASE, AND BREASTFEEDING. OTHER HEALTH NEEDS IDENTIFIED THAT THE HOSPITAL IS NOT ADDRESSING ARE HANDLED BY LOCAL ORGANIZATIONS OR GOVERNMENT ENTITIES. EXAMPLES INCLUDE, SOCIOECONOMICS WHICH ARE ADDRESSED BY THE LOCAL HEALTH DEPARTMENT AND SOCIAL SERVICES.BEHAVIORAL HEALTH IS CURRENTLY ADDRESSED BY THE LOCAL COMMUNITY SERVICES BOARD AND THE FAUQUIER FREE CLINIC; HOWEVER, THE HOSPITAL IS EXPLORING INITIATIVES TO ADDRESS THE NEED IN THE COMMUNITY. THE HOSPITAL SUPPORTS THE LOCAL FREE CLINIC FINANCIALLY AND WITH DONATED LAB AND RADIOLOGY SERVICES TO PROVIDE CARE TO THE UNINSURED POPULATION.
THE FAUQUIER HOSPITAL	PART V, SECTION B, LINE 16J: IN ADDITION TO PUBLISHING THE FINANCIAL ASSISTANCE POLICY ON THE HOSPITAL'S WEBSITE, SIGNAGE IS POSTED STRATEGICALLY THROUGHOUT THE HOSPITAL (INCLUDING ALL INPATIENT, OUTPATIENT, ANCILLARY AND EMERGENCY DEPARTMENT REGISTRATION OFFICES) WHICH INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE AND PROVIDES CONTACT INFORMATION FOR FINANCIAL COUNSELORS WHO CAN HELP WITH THE APPLICATION PROCESS. NOTIFICATION REGARDING THE POLICY ARE AVAILABLE IN BOTH ENGLISH AND SPANISH, THE PRIMARY LANGUAGES SPOKEN BY THE POPULATION SERVED BY FAUQUIER HEALTH. REPRESENTATIVES OF OUR FINANCIAL ASSISTANCE ELIGIBILITY PARTNERS AND MEDASSIST, ALSO DIRECT ALL PATIENTS WHO ARE SCREENED FOR STATE OR FEDERAL ASSISTANCE PROGRAMS BUT DO NOT QUALIFY TO THE HOSPITAL FINANCIAL COUNSELORS FOR HOSPITAL CHARITY SCREENING.

Schedule H (Form 990) 2019

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?12
Name and address		Type of Facility (describe)
1	1 - THE VILLA AT SUFFIELD MEADOWS 6735 SUFFIELD LANE WARRENTON,VA20187	ASSISTED LIVING
2	2 - FAUQUIER HEALTH REHABILITATION AND NU 360 HOSPITAL DRIVE WARRENTON,VA20186	NURSING HOME
3	3 - FAUQUIER HEALTH WELLNESS CENTER 419 HOLIDAY COURT SUITE 200 WARRENTON,VA20186	WELLNESS CENTER
4	4 - FAUQUIER HEALTH SLEEP CENTER 493 BLACKWELL ROAD SUITE 317-A WARRENTON,VA20186	SLEEP CENTER
5	5 - WOUND HEALING CENTER 493 BLACKWELL ROAD SUITE 101-A WARRENTON,VA20186	WOUND CENTER
6	6 - FAUQUIER HOSPITAL-MEDICAL IMAGING SERVIC 493 BLACKWELL ROAD SUITE 119 WARRENTON,VA20186	MEDICAL IMAGING
7	7 - HEMATOLOGYONCOLOGY 500 HOSPITAL DRIVE WARRENTON,VA20186	PHYSICIAN SERVICE
8	8 - INFECTIOUS DISEASES RHEUMATOLOGY 550 HOSPITAL DRIVE WARRENTON,VA20186	PHYSICIAN SERVICE
9	9 - OBSTETRICS AND GYNECOLOGY 253 VETERNAS DRIVE SUITE 210 WARRENTON,VA20186	PHYSICIAN SERVICE
10	10 - FAMILY PRACTICE AT BEALETON 6200 STATION DRIVE BEALETON,VA22712	PHYSICIAN SERVICE
11	11 - NEUROLOGY 550 HOSPITAL DRIVE WARRENTON,VA20186	PHYSICIAN SERVICE
12	12 - PIEDMONT INTERNAL MEDICINE 419 HOLIDAY COURT SUITE 200 WARRENTON,VA20186	PHYSICIAN SERVICE

Schedule H (Form 990) 2019

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 3C:	ALL PATIENTS WHOSE ANNUAL HOUSEHOLD INCOME LEVELS ARE AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINES (FPG),ARE ELIGIBLE FOR FREE CARE. THIS PROCESS REQUIRES AN APPLICATION AND VERIFICATION OF ALL SOURCES OF INCOME. IN ADDITION,ALL PATIENTS WHOSE INCOME IS BETWEEN 200-300% OF FPG ARE ELIBLE FOR DISCOUNTED CARE. BEFORE FINAL COLLECTION ACTION, ACCOUNTS ARE PUT THROUGH CREDIT SCORING SOFTWARE TO HELP IDENTIFY THOSE PATIENTS WHO MIGHT BE ELIGIBLE FOR FINANCIAL ASSISTANCE BUT HAVE NOT CONTACTED FH OFFICE UP TO THAT POINT. IF THE SOFTWARE INDICATES THAT THE PATIENT'S INCOME LEVEL MEETS FINANCIAL ASSISTANCE ELIGIBILITY, THE ACCOUNT IS PRESUMPTIVELY WRITTEN OFF TO CHARITY AND FURTHER COLLECTION ACTIVITY IS NOT PURSUED.PART I, LINE 7THE HOSPITAL FACILITY WAS CONTRIBUTED TO FAUQUIER HOLDING COMPANY, LLC AS PART OF THE LIFEPOINT TRANSACTION IN TAX YEAR 2013. UP UNTIL MAY 2018, FHI SERVICES RETAINS A 20% OWNERSHIP INTEREST IN FAUQUIER HOLDING COMPANY, LLC, AND APPOINTS 50% OF THE MEMBERS OF THE GOVERNING BOARD AND MAINTAINS RESERVE POWERS OVER EXEMPT ACTIVITIES OF THE JOINT VENTURE. FAUQUIER HOLDING COMPANY, LLC HAS A CALENDAR YEAR FISCAL YEAR AND ISSUES ITSFORM K-1 BASED UPON THE CALENDAR YEAR. AS A RESULT, THE INFORMATION PROVIDED IN PART I LINE 7 AND PART II REFLECTS THE OPERATIONS REFLECTED ON THE K-1 ISSUED BY FAUQUIER HOLDING COMPANY, LLC, WHICH IS 20% OF THE TOTAL COSTS INCURRED BY FAUQUIER HOSPITAL, FOR ITS YEAR ENDING WITHIN FHI SERVICES' FISCAL YEAR ( FROM JANUARY 1, 2017 THROUGH DECEMBER 31, 2017). FHI SERVICES' FISCAL YEAR WAS 10/1/2017 - 9/30/2018.
PART II, COMMUNITY BUILDING ACTIVITIES:	COMMUNITY BUILDING ACTIVITIES SUPPORT THE HEALTH OF THE COMMUNITY BY OFFERING ENVIRONMENTAL IMPROVEMENTS AND COMMUNITY SUPPORT.ENVIRONMENTAL IMPROVEMENTS - FAUQUIER HEALTH'S ANNUAL MEDICATION AND SHARPS COLLECTION EVENTS HELPED TO SAFELY DISPOSE OF SHARPS AND MEDICATIONS. RATHER THAN COMMUNITY MEMBERS FLUSHING MEDICATIONS INTO THE GROUND WATER OR DISPOSING OF SHARPS AT THE LANDFILL, FAUQUIER HEALTH COLLECTS THEM AND WORKS WITH A MEDICAL WASTE MANAGEMENT COMPANY THAT DISPOSES OF THE ITEMS.COMMUNITY SUPPORT ACTIVITIES INCLUDED MED SHARPS,EMERGENCY DRUG SUPPLIES AND DISASTER ASSISTANCE.
PART III, LINE 2:	THE AMOUNT OF ORGANIZATION'S BAD DEBT EXPENSE WAS ESTIMATED BY MULTIPLYING THE TOTAL BAD DEBT EXPENSE FOR FAUQUIER HEALTH BY THE COST-TO-CHARGE RATIO CALCULATED IN WORKSHEET II. THE AMOUNT REPORTED IS 20% OF THIS COST WHICH IS THE FHI SERVICES INTEREST IN THE FAUQUIER HOLDING COMPANY, LLC.
PART III, LINE 3:	BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY WAS ESTIMATED BY USING THE TOTAL BAD DEBT EXPENSE FOR FAUQUIER HEALTH MULTIPLIED BY THE COST-TO-CHARGE RATIO TO CALCULATE COST. THE BAD DEBT EXPENSE AT COST IS MULTIPLIED BY 29% WHICH IS THE ESTIMATED PERCENTAGE ATTRIBUTABLE TO PATIENTS THAT WOULD QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S POLICY. THE AMOUNT REPORTED IS 20% OF THIS COST WHICH IS THE FHI SERVICES INTEREST IN THE FAUQUIER HOLDING COMPANY, LLC.
PART III, LINE 4:	ACCOUNTS RECEIVABLE ARE REPORTED NET OF ALLOWANCES FOR THE EXCESS OF CHARGES OVER THE PAYMENTS ON PATIENT ACCOUNTS TO BE RECEIVED FROM THIRD PARTY PAYERS AND ESTIMATES OF UNCOLLECTIBLE AMOUNTS. THE SYSTEM'S POLICY IS TO WRITE-OFF ALL PATIENT ACCOUNTS THAT HAVE BEEN IDENTIFIED AS UNCOLLECTABLE. ANY ALLOWANCE FOR DOUBTFUL ACCOUNTS IS RECORDED FOR ACCOUNTS NOT YET WRITTEN OFF THAT MAY BECOME UNCOLLECTABLE IN FUTURE PERIODS BASED ON MANAGMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS FOR EACH OF ITS MAJOR PAYERS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYERS , AND OTHERS FOR SERVICES RENDERED, AND INCLUDE ESTIMATED RETROACTIVE REVENUE ADJUSTMENTS DUE TO FUTURE AUDITS, REVIEWS AND INVESTIGATIONS. RETROACTIVE ADJUSTMENTS ARE CONSIDERED IN THE RECOGNITION OF REVENUE ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED, AND SUCH AMOUNTS ARE ADJUSTED IN FUTURE PERIODS AS ADJUSTMENTS BECOME KNOWN OR AS YEARS ARE NO LONGERSUBJECT TO SUCH AUDITS, REVIEWS AND INVESTIGATIONS. FAUQUIER HOSPITAL PERIODICALLY EMPLOYED CREDIT SCORING SOFTWARE TO HELP IDENTIFY PATIENTS THAT MIGHT BE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY, WHICH HAD NOT COMPLETED A FINANCIAL ASSISTANCE APPLICATION. IF THE SOFTWARE INDICATED THAT THE PATIENT'S INCOME LEVEL MET FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY, THEN THE ACCOUNT WAS WRITTEN OFFTO CHARITY AND FURTHER COLLECTION ACTIVITY WAS NOT PURSUED. BECAUSE OF THE PERIODIC USE OF SUCH CREDIT SCORING SOFTWARE THROUGHOUT THE YEAR, IT IS DIFFICULT TO ESTIMATE THE AMOUNT OF THE BAD DEBT EXPENSE ATTRIBUTABLETO PATIENTS THAT MIGHT QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY.
PART III, LINE 8:	THE SHORTFALL FOR MEDICARE IS NOT CURRENTLY INCLUDED/CONSIDERED IN COMMUNITY BENEFIT. HOWEVER, THE SHORTFALL IS DUE TO THE REIMBURSEMENT FROM MEDICARE FALLING SHORT OF THE COST INCURRED TO PROVIDE CARE TO THE MEDICARE POPULATION SERVED BY THE FAUQUIER HOSPITAL. AS WITH THE SHORTFALL EXPERIENCED FOR THE MEDICAID POPULATION, THE MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT AS WELL. IT IS PART OF THE ORGANIZATION'S MISSION TO PROVIDE THE BEST POSSIBLE CARE TO PATIENTS WITHIN OUR COMMUNITY, AND THE ORGANIZATION BELIEVES PROVIDING SUCH CARE HAS IMPROVED THE OVERALL HEALTH OF THE COMMUNITY. BY PROVIDING SUCH CARE TO MEDICARE PATIENTS, THE GOVERNMENT'S BURDEN FOR CARING FOR SUCH INDIVIDUALS IS LESSENED. THE MEDICARE COST REPORT WAS UTILIZED AS OUTLINED IN THE SCHEDULE H,PART III, SECTION B, WORKSHEET B, WHICH UTILIZES THE COST TO CHARGE RATIO DEVELOPED WITHIN THE MEDICARE COST REPORT TO DETERMINE THE ALLOWABLE COST.
PART III, LINE 9B:	FAUQUIER HEALTH'S (FH) FINANCIAL ASSISTANCE POLICY CONTAINS THE FOLLOWING PROVISION ON COLLECTION PRACTICES FOR THOSE PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE: FH'S MANAGEMENT SHALL DEVELOP POLICIES AND PROCEDURES FOR INTERNAL AND EXTERNAL COLLECTION PRACTICES (INCLUDING ACTIONS THE HOSPITAL MAY TAKE IN THE EVENT OF NON-PAYMENT, INCLUDING COLLECTIONS ACTION AND REPORTING TO CREDIT AGENCIES) THAT TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR CHARITY CARE OR DISCOUNTED CARE; A PATIENT'S GOOD FAITH EFFORTS TO APPLY FOR GOVERNMENTAL ASSISTANCE PROGRAMS OR FINANCIAL ASSISTANCE FROM FH, AND A PATIENT'S GOOD FAITH EFFORT TO COMPLY WITH HIS OR HER PAYMENT AGREEMENTS WITH FH. FH WILL NOT IMPOSE EXTRAORDINARY COLLECTIONS ACTIONS SUCH AS LAWSUITS, WAGE GARNISHMENTS, ARRESTS, BODY ATTACHMENTS, LIENS ON RESIDENCES, OR OTHER SIMILAR LEGAL ACTIONS AGAINST ANY PATIENT WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THAT PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS FINANCIAL ASSISTANCE POLICY. "REASONABLE EFFORTS" INCLUDE NOTIFICATIONS BY THE HOSPITAL OF THIS FINANCIAL ASSISTANCE POLICY UPON ADMISSION AND IN WRITTEN AND ORAL COMMUNICATIONS WITH THE PATIENT REGARDING THE PATIENT'S BILL, INCLUDING INVOICES AND TELEPHONE CALLS BEFORE COLLECTION ACTION OR REPORTING TO CREDIT AGENCIES IS INITIATED. IF A PATIENT IS FOUND TO QUALIFY FOR FINANCIAL ASSISTANCE AFTER COLLECTION ACTIONS HAVE STARTED, ALL COLLECTION ACTIVITY IS IMMEDIATELY STOPPED, NOTIFICATIONS ARE SENT TO THE CREDIT BUREAU IF NECESSARY AND PATIENTS ARE NOT CHARGED FOR COLLECTION FEES. IF A PATIENT IS FOUND TO QUALIFY FOR FINANCIAL ASSISTANCE AFTER MAKING PAYMENTS TOWARDS THEIR BALANCE, THE PAYMENTS ARE REFUNDED TO THE PATIENT.
PART VI, LINE 2:	FAUQUIER HEALTH ASSESSES THE HEALTH NEEDS OF THE COMMUNITY BY CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT EVERY THREE YEARS AS WELL AS CONTINUALLY COMMUNICATING WITH THE COMMUNITY STAKEHOLDERS WHO ARE SERVING OUR AREA'S RESIDENTS. FOR EXAMPLE, FAUQUIER HEALTH MEETS REGULARLY WITH THE FAUQUIER FREE CLINIC LEADERSHIP AND PROVIDES FINANCIAL AND IN-KIND ASSISTANCE TO THE CLINIC WHICH SERVES THE LOW INCOME AND UNINSURED IN FAUQUIER AND RAPPAHANNOCK COUNTIES.
PART VI, LINE 3:	NOTIFICATION OF FAUQUIER HEALTH'S FINANCIAL ASSISTANCE PROGRAM IS DISSEMINATED BY VARIOUS MEANS, INCLUDING NOTIFICATION OF CONTACT INFORMATION FOR FINANCIAL COUNSELORS ON ALL OUR BILLING STATEMENTS AND SIGNAGE IN ALL OUR PATIENT REGISTRATIONS AREAS. THE POLICY ITSELF IS AVAILABLE ON THE HOSPITAL WEBSITE, WHICH ALSO PROVIDES CONTACT INFORMATION FOR OUR FINANCIAL COUNSELORS. REQUESTS FOR FINANCIAL ASSISTANCE MAY BE MADE AT ANY POINT IN THE COLLECTION CYCLE. EVERY BILLING STATEMENT RECEIVED BY A PATIENT INCLUDES THE FOLLOWING LANGUAGE: "IN MEETING YOUR FINANCIAL OBLIGATIONS FOR THE CARE PROVIDED BY FAUQUIER HEALTH WE ASK THAT YOU WORK WITH US ON ANY BILLS THAT YOU ARE HAVING DIFFICULTY PAYING. YOU WILL FIND OUR STAFF UNDERSTANDING AND EAGER, TO HELP YOU." THIS MESSAGE IS FOLLOWED BY A LIST OF TELEPHONE NUMBERS THAT THE PATIENT MAY CALL TO REACH THE ORGANIZATION'S FINANCIAL COUNSELING STAFF, HOURS OF OPERATION, AND AN EMAIL ADDRESS. WHEN PATIENTS CALL THE FINANCIAL COUNSELING TELEPHONE NUMBER, THEY ARE PROMPTED TO SELECTIONS TO REACH THE STAFF MEMBER THAT IS MOST LIKELY ABLE TO HELP THEM (E.G; UNINSURED, SPANISH SPEAKING, BILLING QUESTIONS, ETC.). IN ADDITION, UNINSURED INPATIENTS AND THOSE WITH MEDICARE INSURANCE AND NO SECONDARY CARRIER ARE CONTACTED (USUALLY WITH A PERSONAL VISIT IN THEIR HOSPITAL ROOM) BY AN EMPLOYEE OF ONE OF OUR PARTNERS, MEDASSIST. THE MEDASSIST PERSONNEL SCREEN THESE PATIENTS FOR ELIGIBILITY FOR AVAILABLE STATE OR FEDERAL PROGRAMS. IF THESE PATIENTS DO NOT MEET CRITERIA FOR THESE PROGRAMS, THEY ARE THEN REFERRED TO A FINANCIAL COUNSELOR FOR SCREENING FOR THE HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM. UNINSURED PATIENTS WHO VISIT OUR EMERGENCY DEPARTMENT ARE ALSO GIVEN A PACKET OF INFORMATION THAT INCLUDES A FINANCIAL ASSISTANCE APPLICATION AND A BUSINESS CARD WITH THE NAME AND CONTACT INFORMATION FOR ONE OF OUR FINANCIAL COUNSELORS. LASTLY, WE DO USE CREDIT SCORING SOFTWARE TO HELP IDENTIFY PATIENTS WHO MIGHT QUALIFY FOR FINANCIAL ASSISTANCE BUT HAVE NOT CONTACTED OUR OFFICE. OUR FINANCIAL ASSISTANCE POLICY STATES THAT WE MAY USE THIS KIND OF SOFTWARE, WHICH USES INFORMATION FROM CREDIT BUREAUS AND SCREENS PATIENTS AGAINST THE CRITERIA OF OUR FINANCIAL ASSISTANCE POLICY.
PART VI, LINE 4:	FAUQUIER HEALTH (FH) IS A 97-BED, NOT-FOR-PROFIT, ACUTE CARE FACILITY ESTABLISHED IN 1954 TO PROVIDE COMPREHENSIVE HEALTH CARE SERVICES TO THE RURAL COMMUNITIES IT SERVES. OUR MISSION IS TO MAKE COMMUNITIES HEALTHIER. FAUQUIER HEALTH IS THE ONLY HOSPITAL IN OUR PRIMARY SERVICE AREA, WHICH INCLUDES FAUQUIER AND MINOR PORTIONS OF FIVE SURROUNDING COUNTIES. THE PRIMARY SERVICE AREA HAS A POPULATION OF 109,986. THE AVERAGE HOUSEHOLD INCOME IS $102,185. 6.2% OF THE COMMUNITY RESIDENTS HAVE INCOMES BELOW THE FEDERAL POVERTY GUIDELINE. 17.5% OF FAUQUIER HEALTH'S PATIENTS ARE MEDICAID RECIPIENTS OR SELF-PAY. THE FOLLOWING DISTRICTS WITHIN FAUQUIER COUNTY ARE CONSIDERED MEDICALLY UNDERSERVED AREAS AND POPULATIONS (MUA/P) BY THE HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA): LEE DISTRICT AND MARSHALL DISTRICT.
PART VI, LINE 5:	FAUQUIER HEALTH PROMOTES THE HEALTH OF THE COMMUNITY BY: - ENSURING THAT THE MAJORITY (78%) OF THE INDIVIDUALS SERVING ON THE FAUQUIER HOSPITAL BOARD OF DIRECTORS RESIDE IN THE PRIMARY SERVICE AREA AND ARE NOT EMPLOYEES OR CONTRACTORS OF THE ORGANIZATION.- EXTENDING MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY WHO ARE INTERESTED. - FAUQUIER HEALTH USES SURPLUS FUNDS TO IMPROVE PATIENT CARE BY UPGRADING THE TOOLS NEEDED TO CARE FOR PATIENTS AND PLANNING FOR IMPROVEMENTS. FAUQUIER HEALTH CONTINUES TO SUPPORT FIFTEEN EMPLOYED PHYSICIANS, TWO OBSTETRICS/GYNECOLOGISTS, TWO FAMILY MEDICINE PHYSICIANS, A RHEUMATOLOGIST, A NEUROLOGIST, AN INFECTIOUS DISEASE SPECIALIST, FIVE INTERNAL MEDICAL PHYSICIANS, TWO UROLOGISTS AND A HEMATOLOGIST/ONCOLOGIST. A TRANSITIONS TO HOME PROGRAM WAS DEVELOPED TO ADDRESS CHRONIC DISEASE MANAGEMENT AND READMISSION RATES FOR PATIENTS.- FH PARTNERS WITH LOCAL NON-PROFIT ORGANIZATIONS(E.G. FAUQUIER FREE CLINIC, THE CHAMBER OF COMMERCE, SCHOOLS AND CHURCHES) AND NATIONAL ORGANIZATIONS (E.G. THE AMERICAN CANCER SOCIETY) TO SUPPORT LOCAL EVENTSAND PROVIDE COMMUNITY HEALTH AND WELLNESS PROGRAMS. THESE COMMUNITY BENEFITS ACTIVITIES ARE COORDINATED BY A FULL-TIME COMMUNITY OUTREACH STAFF PERSON, SUPPORTED BY ADMINISTRATIVE AND CLINICAL DEPARTMENTS, AND OUR AUXILIARY VOLUNTEERS AS NEEDED. - TO HELP TRAIN AND EDUCATE HEALTH CARE PROFESSIONALS, FH WORKS WITH LOCAL COMMUNITY COLLEGES TO PROVIDE TOURS, LECTURES, AND INTERNSHIPS FOR STUDENTS. -ADDITIONALLY, THE ORGANIZATION PROVIDES ASSISTANCE TO THE FAUQUIER FREE CLINIC (FFC). FFC PROVIDES PRIMARY HEALTH AND DENTAL CARE TO UNINSURED RESIDENTS OF FAUQUIER AND RAPPAHANNOCK COUNTIES. FAUQUIER HEALTH PROVIDED LABORATORY, CARDIOLOGY/NEUROLOGY/PULMONARY SERVICES AND RADIOLOGY SERVICES AT NO CHARGE TO FFC PATIENTS. ADDITIONALLY, FREE CLINICAL CARE WAS PROVIDED BY COMMUNITY PHYSICIANS AND CLINICAL STAFF. COMMUNITY HEALTH EDUCATION, SCREENINGS AND OUTREACH PROGRAMS:FAUQUIER HEALTH PROVIDED 66 HEALTH EDUCATION SEMINARS (WHICH INCLUDE CLASSES AND LECTURES) AND HEALTH SCREENINGS AT 16 LOCAL EVENTS. LUNG CANCER EDUCATION AND PROSTATE SCREENING WAS PROVIDED TO THE COMMUNITY. FAUQUIER HEALTH ALSO PROVIDES SPEAKERS FOR LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS TO BUILD RELATIONSHIPS WITHIN THE COMMUNITY, PROMOTE COLLABORATION IN MANAGING HEALTH AND WELLNESS, AND EDUCATE THE COMMUNITY ON THE HEALTH SYSTEM.HEALTH EDUCATION THROUGH ADVERTISING, MEDIA, AND PUBLICATIONS. FAUQUIER HEALTH HAS ONE PUBLICATION WHICH IS A COMMUNITY NEWSLETTER, HEALTHY HAPPENINGS, INTENDED TO EDUCATE THE PUBLIC ABOUT HEALTH ISSUES AND HEALTH CARE AND HOSPITAL SERVICES. PUBLISHED QUARTERLY, IT REACHES 104,000 HOMES IN FAUQUIER AND SURROUNDING COUNTIES. EMERGENCY SERVICES:FAUQUIER HEALTH PROVIDES MEDICAL OVERSIGHT, DIRECTION, AND ORDERS TO PARAMEDICS IN THE FIELD AND IN ROUTE TO THE HOSPITAL. OUR EMERGENCY DEPARTMENT OFFERS 24-HOUR ACCESS TO MEDICAL SERVICES AND HELICOPTER TRANSPORT FOR CRITICALLY ILL OR INJURED INDIVIDUALS. SUPPORT GROUPS AND COMMUNITY GROUPS. FAUQUIER HEALTH SPONSORED, ASSISTED, OR PROVIDED MEETING SPACE FOR NINE SUPPORT GROUPS THAT MET WEEKLY OR MONTHLY. ADDITIONALLY, FAUQUIER HEALTH PROVIDED MEETING SPACE OR CASH DONATIONS FOR SEVERAL NON-PROFIT COMMUNITY GROUPS, (E.G. THE AMERICAN RED CROSS, AGING TOGETHER AND AMERICAN CANCER SOCIETY FAUQUIER CHAPTER). FAUQUIER HEALTH EMPLOYEES PROVIDED REPRESENTATION ON COMMUNITY BOARDS AND COALITIONS.PHYSICIAN REFERRAL. THE PHYSICIAN REFERRAL PROGRAM HELPS THE COMMUNITY WITH QUESTIONS ON PHYSICIANS, CLASSES AND PROGRAMS REGISTRATION, AND HEALTH RESOURCES AVAILABLE THROUGH THE HOSPITAL OR IN THE COMMUNITY.
PART VI, LINE 6:	UP UNTIL MAY 2018, LIFEPOINT HEALTH WAS 80% OWNER OF FAUQUIER HEALTH, A LEADING HEALTHCARE COMPANY DEDICATED TO MAKING COMMUNITIES HEALTHIER WITH FACILITIES IN 30 STATES. FHI SERVICES HELD A 20% OWNERSHIP INTEREST IN FAUQUIER HOLDING COMPANY, LLC UNTIL MAY 2018, WHEN THE FHI SERVICES BOARD ELECTED TO EXERCISE THE PUT OPTION. UP UNTIL MAY 2018, TOGETHER THEY OPERATED FAUQUIER HEALTH.

Schedule H (Form 990) 2019

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
FHI SERVICES

Employer identification number
54-0573701

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AFRO-AMERICAN HISTORICAL ASSOCIATION OF FAUQUIER COUNTY (AAHA) PO BOX 340 THE PLAINS,VA20198	54-1853798	FAUQUIER COUNTY	65,765	PROGRAM & PLANNING GRANT - THE PROJECT IS DESIGNED TO COMPILE A COLLECTION OF STORIES WITHIN THE AFRICAN AMERICAN COMMUNITY THROUGH AN INTERDISCIPLINARY APPROACH: ROUND TABLE DISCUSSIONS, ORAL HISTORY INTERVIEWS, & SOCIAL MEDIA.
(2) AGING TOGETHER PO BOX 367 CULPEPER,VA22701	46-2046459	501 (C)(3)	5,000	NON-COMPETIVE SENIOR SERVICES GRANT - AGING TOGETHER IS PROPOSING TO UTILIZE SENIOR TRANSPORTATION GRANT FUNDS TO CREATE A PART-TIME POSITION WITHIN THE CALL CENTER TO PROVIDE INTENSIVE VOLUNTEER RECRUITMENT EFFORTS AND TO PROVIDE ALL TRAVEL TRAINING.
(3) AGING TOGETHER PO BOX 367 CULPEPER,VA22701	46-2046459	501 (C)(3)	62,000	PROGRAM & PLANNING GRANT - ENGAGING COMMUNITIES IN STRATEGIC PLANNING TO MEET THE NEEDS OF OLDER ADULTS/CAREGIVERS.
(4) ALLEGRO COMMUNITY SCHOOL OF THE ARTS 20 MAIN STREET WARRENTON,VA20186	26-1393763	501 (C)(3)	10,000	NON-COMPETITIVE ACCESS GRANT TO SUPPORT ALLEGRO IN PARTNERING WITH THE TOWN OF WARRENTON AND THE VIRGINIA COMMISSION FOR THE ARTS TO CONTINUE A WARREN GREEN SUMMER CONCERT SERIES AND FIRST NIGHT ACTIVITIES IN WARRENTON.
(5) CULPEPER COMMUNITY DEVELOPMENT COPORATION 602 S MAIN STREET CULPEPER,VA22701	54-1463631	501 (C)(3)	200,000	NON-COMPETITIVE ACCESS GRANT TO RENOVATE THE EXISTING 33 UNITS AND BUILD 10 MORE UNITS IN 3 SEPARATE BUILDINGS AT ANN WINGFIELD COMMONS. ELEVEN OF THE 43 UNITS WILL BE SPECIFICALLY DESIGNATED TO SERVE HOUSEHOLDS INCLUDING AT LEAST ONE PERSON WITH A BEHAVIORAL, INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITY, LIKELY REFERRED, OR BEING FOLLOWED BY RAPPAHANNOCK RAPIDAN COMMUNITY SERVICES. ALSO PLANNED FOR THE SITE IS A 1000 SQUARE FOOT COMMUNITY BUILDING THAT WILL CONTAIN OFFICE SPACE FOR CULPEPER CDC AND A PROPERTY MANAGEMENT OFFICE AND A COMMUNITY ROOM ACCESSIBLE TO ALL RESIDENTS.
(6) FAUQUIER CADRE PO BOX 3187 WARRENTON,VA20188	62-1455013	501 (C)(3)	20,000	PROGRAM & PLANNING GRANT - EXPANSION OF LOCK YOUR MEDS PROGRAM WHICH EDUCATES FAMILIES ABOUT THE CRITICAL NEED TO KEEP THEIR OVER-THE-COUNTER AND PRESCRIPTION MEDICATIONS LOCKED IN A SECURE PLACE IN THE HOME.
(7) FAUQUIER COMMUNITY CHILD CARE INC 26 ASHBY STREET WARRENTON,VA20186	54-1590790	501 (C)(3)	14,500	PROGRAM & PLANNING GRANT - LET'S KEEP MOVIN' CONTINUED SUPPORT
(8) FAUQUIER COUNTY GOVERNMENT 10 HOTEL STREET WARRENTON,VA20186	54-6001274	GOVERNMENT	7,854	NON-COMPETITIVE ACCESS GRANT TO FUND THE COLLABORATION OF THE FAUQUIER RAPPAHANNOCK MOBILITY COUNCIL INCLUDING VIRGINIA REGIONAL TRANSIT AND FAUQUIER COUNTY REPRESENTATIVES TO IMPROVE PUBLIC TRANSPORTATION SERVICES.
(9) FAUQUIER COUNTY GOVERNMENT 10 HOTEL STREET WARRENTON,VA20186	54-6001274	GOVERNMENT	90,000	NON-COMPETITIVE ACCESS GRANT TO FUND THE BROADBAND TOWER DEPLOYMENT PROJECT WHICH IS DESIGNED TO ESTABLISH TOWERS IN RURAL COUNTY AREAS AND WILL PROVIDE IMMEDIATE BROADBAND OPTIONS, AS WELL A CELL SERVICE, TO LACKING AREAS. SIX TOWERS ARE PROJECTED TO BE UP IN 12 MONTHS.
(10) FAUQUIER COUNTY PUBLIC SCHOOLS 320 HOSPITAL DRIVE WARRENTON,VA20186	54-6001276	FAUQUIER COUNTY	17,023	NON-COMPETITIVE CHILDHOOD WELLNESS GRANT - BRIDGE PAYMENT FOR FRESH, A MULTI-YEAR PROGRAM TO ELEVATE NUTRITION, EXERCISE AND AFTER-SCHOOL ENRICHMENT ACROSS THE SCHOOL DISTRICT. FUNDING SHALL SUPPORT ACTIVITIES DEVELOPED IN ACADEMIC YEAR 2017-2018, AS DESCRIBED IN FRESH IMPLEMENTATION PLAN DATED MAY 13, 2016. THE FAUQUIER COUNTY PUBLIC SCHOOL SYSTEM AND PATH FOUNDATION SUPPORT A CULTURE OF HEALTH AND FITNESS FOR OUR COMMUNITY IN GENERAL AND SPECIFICALLY FOR OUR STUDENTS.
(11) FAUQUIER COUNTY PUBLIC SCHOOLS 320 HOSPITAL DRIVE WARRENTON,VA20186	54-6001276	FAUQUIER COUNTY	944,301	NON-COMPETITIVE CHILDHOOD WELLNESS GRANT - TO PROVIDE FRESH (ACADEMIC YEAR 2018-2019) FUNDING TO CONTINUE A MULTI-YEAR PROGRAM TO ELEVATE NUTRITION, EXERCISE AND AFTER SCHOOL ENRICHMENT.
(12) FAUQUIER COUNTY PUBLIC SCHOOLS 320 HOSPITAL DRIVE WARRENTON,VA20186	54-6001276	FAUQUIER COUNTY	73,500	NON-COMPETITIVE ACCESS GRANT TO FUND A PROGRAM THROUGH THE FAUQUIER COUNTY PUBLIC SCHOOLS TO ADDRESS EQUITY ISSUES TO REMOVE BARRIERS. INITIATIVES INCLUDE ACTIVITIES SUCH AS: LEADERSHIP TRAINING, SPEAKER EVENTS AND FCPS EDUCATOR EQUITY SHOWCASE. ADDITIONAL INITIATIVES TO REMOVE BARRIERS FOR CHILDREN ARE: COLLEGE AND CAREER COUNSELING - MAKING TOOLS AND RESOURCES AVAILABLE TO STUDENTS, CAMP CREATION, AS WELL AS TUITION ASSISTANCE FOR DUAL ENROLLMENT FOR STUDENTS WHO QUALIFY FOR FREE AND REDUCED LUNCH.
(13) FAUQUIER COUNTY PUBLIC SCHOOLS - STUDENT SERVICES 320 HOSPITAL DRIVE WARRENTON,VA20186	54-6001276	FAUQUIER COUNTY	15,000	NON-COMPETITIVE MENTAL HEALTH GRANT - FUNDING FOR FCPS TO PROVIDE 15 YOUTH MENTAL HEALTH FIRST AID COURSES THIS SCHOOL YEAR (OCTOBER 2017 - AUGUST 30, 2018).
(14) FAUQUIER COUNTY PUBLIC SCHOOLS - STUDENT SERVICES 320 HOSPITAL DRIVE WARRENTON,VA20186	54-6001276	FAUQUIER COUNTY	19,860	NON-COMPETITIVE MENTAL HEALTH GRANT - FUNDING CONTINUATION OF PROVIDING AND ADDITIONAL 15 CLASSES TO SERVE UP TO 300 TRAINEES (SCHOOL EMPLOYEES AND COMMUNITY LEADERS WHO WORK WITH YOUTH).
(15) FAUQUIER EDUCATION FARM 24 PELHAM STREET WARRENTON,VA20186	90-0662914	501 (C)(3)	22,540	PROGRAM & PLANNING GRANT - FUNDING FOR THE FAUQUIER EDUCATION FARM OUTDOOR TEACHING LAB TO ASSIST IN DEMONSTRATING AGRICULTURE BEST PRACTICES. THE FARM PRODUCES A LARGE VOLUME OF PRODUCE, ALL OF WHICH DONATED TO AREA FOOD BANKS.
(16) FAUQUIER FISH 24 PELHAM STREET WARRENTON,VA20186	54-1271237	501 (C)(3)	25,000	NON-COMPETITIVE ACCESS GRANT TO FUND A PARTNERSHIP WITH THE WARRENTON FARMERS' MARKET AND ARCHWOOD GREEN BARN FARMERS' MARKET TO IMPLEMENT THE FARMERS MARKET COALITION'S POWER OF PRODUCE (POP) PROGRAM TO TISTRIBUTE VOUCHERS TO CHILDREN IN THE COMMUNITY AND ANYONE SUFFERING FROM FOOD INSECURITY.
(17) FAUQUIER FISH 24 PELHAM STREET WARRENTON,VA20186	54-1271237	501 (C)(3)	88,650	PROGRAM & PLANNING GRANT - FUNDING FOR THE WEEKEND POWER PACK (WPP) PROGRAM TO PROVIDE FOOD TO FAUQUIER COUNTY STUDENTS WHO ARE AT RISK OF HUNGER DURING WEEKENDS, SCHOOL HOLIDAYS, AND SNOW DAYS.
(18) FAUQUIER FREE CLINIC INC PO BOX 3138 WARRENTON,VA20188	54-1669652	501 (C)(3)	306,000	NON-COMPETITIVE MENTAL HEALTH GRANT - FUNDING OF THE FAUQUIER FREE CLINIC TELEHEALTH PROGRAM INCLUDING ONE FULL-TIME MENTAL HEALTH CLINICIAN, A PART-TIME NURSING SUPPORT POSITION, MEDICATIONS AND FEES FOR TELEHEALTH VISITS WITH THERAPISTS, PSYCHOLOGISTS AND PSYCHIATRISTS.
(19) FAUQUIER FREE CLINIC INC PO BOX 3138 WARRENTON,VA20188	54-1669652	501 (C)(3)	81,000	PROGRAM & PLANNING GRANT TO FUND EXPENSES RELATED TO PROVIDING ORAL HEALTH CARE TO LOW-INCOME ADULTS AND CHILDREN IN FAUQUIER AND RAPPAHANNOCK COUNTIES.
(20) FAUQUIER HABITAT FOR HUMANITY PO BOX 3189 WARRENTON,VA20188	54-1595774	501 (C)(3)	75,572	PROGRAM & PLANNING GRANT TO FUND AN ONGOING, COMPREHENSIVE REVITALIZATION EFFORT TO IMPROVE THE QUALITY OF LIFE IN THE HAITI STREET NEIGHBORHOOD OF WARRENTON, A PERSISTENTLY UNDERSERVED TRADITIONALLY BLACK NEIGHBORHOOD IN WARRENTON.
(21) FAUQUIER HABITAT FOR HUMANITY PO BOX 3189 WARRENTON,VA20188	54-1595774	501 (C)(3)	250,000	NON-COMPETITIVE ACCESS GRANT TO FUND FAUQUIER HABITAT FOR HUMANITY PROJECT TO SECURE AT-RISK PROPERTIES WITH THE INTENTION OF ENSURING AFFORDABILITY FOR LOW-INCOME RESIDENTS AND HONORING THE CULTURAL, ARCHITECTURAL AND HISTORIC FABRIC OF THE COMMUNITY.
(22) FOOTHILLS FORUM PO BOX 153 WASHINGTON,VA22747	52-1071448	501 (C)(3)	10,000	PROGRAM & PLANNING GRANT TO FUND TIMELY RESEARCH AND REPORTING ON THE MANY PLAYERS PROVIDING HEALTH CARE, SERVICE AND TRANSPORTATION TO OUR RURAL POPULATION.
(23) GREATER PIEDMONT TRAUMA INFORMED COMMUNITY NETWORK 317 SOUTH WEST STREET CULPEPER,VA22701	47-5563707	501 (C)(3)	30,000	PROGRAM & PLANNING GRANT - TO PROVIDE PSYCHOEDUCTIONAL CLASSES TO AT RISK SYCAMORE PARK ELEMENTARY SCHOOL STUDENTS AND THEIR FAMILIES. CLASSES WILL FOCUS ON SELF REGULATION, COPING SKILLS, SELF CARE, RESOURCES, AND IMPACT OF STRESS ON BEHAVIOR.
(24) HEADWATERS FOUNDATION PO BOX 114 SPERRYVILLE,VA22740	54-1844267	501 (C)(3)	10,000	PROGRAM & PLANNING GRANT - FUNDING FOR ITS AFTER-SCHOOL ENRICHMENT PROGRAM TO CONTINUE OFFERING PUBLIC SCHOOL STUDENTS AND THEIR FAMILIES A RELIABLE, SAFE, AND FUN OPTION FOR AFTER SCHOOL HOURS.
(25) HERO'S BRIDGE 5150 PARK LAKE DRIVE MIDLAND,VA22728	81-2827604	501 (C)(3)	68,068	NON-COMPETITIVE ACCESS GRANT TO FUND THE BATTLE BUDDY PROGRAM WHICH ENGAGES THE COMMUNITY UTILIZING A COMMUNITY HEALTH WORKER MODEL TO PROVIDE DIRECT ASSISTANCE TO ELDERLY VETERANS TO COMBAT HEALTH, NUTRITION, FUNCTIONAL AND MENTAL HEALTH PROBLEMS TO WHICH THEY ARE MORE PREDISPOSED.
(26) KID PAN ALLEY PO BOX 38 WASHINGTON,VA22747	20-1609731	501 (C)(3)	20,000	PROGRAM & PLANNING GRANT - TO FUND THE STORIES BETWEEN US PROJECT ABOUT SHARING LIFE STORIES AND BRIDGING THE GAP BETWEEN THE YOUNG AND THE AGING. BY CREATING ORIGINAL SONGS ABOUT THE EXPERIENCE, THE PARTICIPANTS AND AUDIENCE HAVE A LASTING GIFT OF CREATIVITY THAT THEY SHARE.
(27) MENTAL HEALTH ASSOCIATION OF FAUQUIER COUNTY PO BOX 3549 WARRENTON,VA20188	52-1215685	501 (C)(3)	110,000	NON-COMPETITIVE MENTAL HEALTH GRANT - FUNDING TO ASSIST THE MENTAL HEALTH ASSOCIATION WITH OPERATIONS SUPPORT FOR A COMMUNITY OUTREACH PERSON AND ADULT MENTAL HEATH FIRST AID.
(28) MENTAL HEALTH ASSOCIATION OF FAUQUIER COUNTY PO BOX 3549 WARRENTON,VA20188	52-1215685	501 (C)(3)	6,831	NON-COMPETITIVE MENTAL HEALTH GRANT - FUNDING FOR THE GROWING UP DRUG FREE PARENT GUIDE BROCHURE TO CHRIS HERREN EVENT.
(29) NORTHERN PIEDMONT COMMUNITY FOUNDATION PO BOX 5 CULPEPER,VA22701	31-1742955	501 (C)(3)	250,000	RESPONSIVE GRANT - GRANT FOR CREATION OF A RESPONSIVE FUND TO SUPPORT LOCAL INITIATIVES.
(30) NORTHERN PIEDMONT COMMUNITY FOUNDATION PO BOX 5 CULPEPER,VA22701	31-1742955	501 (C)(3)	20,000	RESPONSIVE GRANT ADMINISTRATIVE FEE
(31) NORTHERN VIRGINIA THERAPEUTIC RIDING PROGRAM 6429 CLIFTON ROAD CLIFTON,VA20124	54-1897241	501 (C)(3)	9,700	PROGRAM & PLANNING GRANT - TO FUND A TWELVE WEEK EQUINE-ASSISTED, HANDS-ON LEARNING PROGRAM THAT WILL HELP 40 AT-RISK FAUQUIER COUNTY STUDENTS DEVELOP SKILLS THAT FACILITATE THEIR LONG-TERM MENTAL WELLNESS AND LEADERSHIP ABILITIES.
(32) PIEDMONT DISPUTE RESOLUTION CENTER 98 ALEXANDRIA PIKE SUITE 53 WARRENTON,VA20186	54-1661815	501 (C)(3)	43,500	PROGRAM & PLANNING GRANT TO FUND THE DEVELOPMENT OF A ROBUST EARLY INTERVENTION CONFLICT RESOLUTION PROGRAM FOR NON-COURT INVOLVED RESIDENTS OF NORTHERN CULPEPER, FAUQUIER AND RAPPAHANNOCK COUNTIES THROUGH MEDIATION AND RESTORATIVE JUSTICE EDUCATION AND SERVICES.
(33) PIEDMONT SYMPHONY ORCHESTRA PO BOX 509 WARRENTON,VA20188	54-1793978	501 (C)(3)	18,000	PROGRAM & PLANNING GRANT - TO PROVIDE FUNDING FOR TWO OF OUR THREE YOUTH COMMUNITY OUTREACH PROGRAMS; THE PSO MUSIC MENTORS PROGRAM AND OUR YOUNG ARTIST COMPETITION.
(34) RAPPHOME PO BOX 193 WASHINGTON,VA22747	47-5254378	501 (C)(3)	35,000	PROGRAM & PLANNING GRANT - RAPP AT HOME IS A RURAL SENIOR VILLAGE SERVING RAPPAHANNOCK COUNTY. RAPP AT HOME'S MISSION IS TO FACILITATE AGING IN PLACE, ALLOWING RESIDENTS TO LEAD VITAL, CONNECTED LIVES IN THEIR OWN HOMES.
(35) RAPPAHANNOCK COUNTY PUBLIC SCHOOLS 6 SCHOOLHOUSE ROAD WASHINGTON,VA22747	54-6001554	RAPPAHANNOCK COUNTY	250,750	NON-COMPETITIVE CHILDHOOD WELLNESS GRANT - TO PROVIDE FUNDING TO COMMIT TO BE FIT (ACADEMIC YEAR 2018 - 2019) TO CONTINUE A MULTI YEAR PROJECT.
(36) RAPPAHANNOCK GOODWILL INDUSTRIES INC 4701 MARKET STREET FREDERICKSBURG,VA20148	54-0808744	501 (C)(3)	20,404	PROGRAM & PLANNING GRANT - TO PROVIDE FUNDING FOR THE GROUNDWORK PROJECT WHICH ENCOURAGES LEADERSHIP DEVELOPMENT, BUILDS TEAMWORK, AND ESTABLISHES CAREERS FOR YOUNG PEOPLE THROUGH HANDS-ON LEARNING AND EXPERIENTIAL EDUCATION.
(37) RAPPUINC PO BOX 35 SPERRYVILLE,VA22740	47-4370354	501 (C)(3)	40,000	PROGRAM & PLANNING GRANT TO PROVIDE FUNDS TO MAKE THE TRANSITION FROM A VOLUNTEER-LED PROGRAM MANAGEMENT TO A PAID PART-TIME DIRECTOR OF HEALTHCARE TRAINING PROGRAMS.
(38) SPIRITWORKS FOUNDATION 5800 MOORETOWN ROAD WILLIAMSBURG,VA23188	20-2129080	501 (C)(3)	100,000	NON-COMPETITIVE MENTAL HEALTH GRANT - WARRENTON RECOVERY CENTER EXPANDED PROGRAMMING AND RECOVERY SUPPORT SERVICES TO WARRENTON AND FAUQUIER COUNTY AND SURROUNDING AREAS.
(39) THE CLIFTON INSTITUTE INC 6712 BLANTYRE ROAD WARRENTON,VA20187	52-1413042	501 (C)(3)	17,750	PROGRAM & PLANNING GRANT - TO EXPAND THE CLIFTON INSTITUTES OUTDOOR EXPERIENTIAL EDUCATION PROGRAM CAPACITY FOR LOCAL ELEMENTARY AND SECONDARY SCHOOL STUDENTS. PROVIDE ENHANCED, HIGH-QUALITY STEM PROGRAMMING TO ASSIST LOCAL EDUCATORS TO ACHIEVE SOL PROFICIENCY OBJECTIVES.
(40) THE MCSHIN FOUNDATION 2300 DUMBARTON ROAD RICHMOND,VA23228	20-1327278	501 (C)(3)	17,900	NON-COMPETITIVE MENTAL HEALTH GRANT - FUNDING TO PROVIDE THE WARRENTON RECOVERY COMMUNITY CENTER A COMMUNITY SPACE TO HOLD RECOVERY MEETINGS, SUPPORT GROUPS, PUBLIC FORUMS, FILM SCREENINGS, EDUCATIONAL EVENTS, AND OTHER RECOVERY-FOCUSED EVENTS AND GATHERINGS. HAVING A WELCOMING, SAFE, AND FRIENDLY RECOVERY COMMUNITY CENTER IN OUR OWN COMMUNITY WILL HELP CREATE POSITIVE CHANGE THAT MOVES US AWAY FROM NEGATIVE STIGMA SURROUNDING SUBSTANCE USE DISORDERS AND TOWARDS COMMUNITY BELIEF IN AND SUPPORT OF RECOVERY SOLUTIONS.
(41) TOWN OF WARRENTON 18 COURT STREET WARRENTON,VA20186	54-6001664	TOWN OF WARRENTON	7,000	NON-COMPETITIVE ACCESS GRANT TO FUND DEVELOPMENT OF COMMUNICATION ACTION ITEMS TO BE COMPLETED FOR THE COMPLETE STREETS & COMPREHENSIVE PLAN.
(42) TOWN OF WARRENTON 18 COURT STREET WARRENTON,VA20186	54-6001664	TOWN OF WARRENTON	9,315	NON-COMPETITIVE ACCESS GRANT TO HELP FUND A MARKET MANAGER FOR 2018 FARMER'S MARKET SEASON AND EXPAND CHILDREN'S ACTIVITIES.
(43) TOWN OF WARRENTON 18 COURT STREET WARRENTON,VA20186	54-6001664	TOWN OF WARRENTON	45,815	NON-COMPETITIVE ACCESS GRANT TO FUND A COLLABORATION OF THE FAUQUIER RAPPAHANNOCK MOBILITY COUNCIL, INCLUDING VIRGINIA REGIONAL TRANSIT AND TOWN OF WARRENTON REPRESENTATIVES TO IMPROVE PUBLIC TRANSPORTATION SERVICES.
(44) VERDUN ADVENTURE BOUND 17044 ADVENTURE BOUND TR RIXEYVILLE,VA22737	54-1937517	501 (C)(3)	62,500	PROGRAM & PLANNING GRANT - TO PROVIDE FUNDING FOR VAB AND FCCC TO COLLABORATE IN TEACHING SKILLS, THROUGH HEARTMATH; SMART BRAIN/WISE HEART AND EXPERIENTIAL LEARNING, TO PROVIDE LIFE RESILIENCY TOOLS TO APPROXIMATELY 315 YOUTH WITH BENEFITS TO REDUCE THE SUBSTANCE ABUSE CRISIS IN OUR COMMUNITY.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

ORGANIZATIONS SEEKING GRANT FUNDING MUST SUBMIT A PROPOSAL BUDGET AND, IN MOST CASES, AN ORGANIZATION BUDGET, DURING THE APPLICATION PROCESS. APPLICANTS TO 12-MONTH GRANTS MUST SUBMIT ORGANIZATION FINANCIALS AND A FORM 990. THE GRANT AGREEMENT SPECIFIES THAT FUNDS MAY ONLY BE USED IN CONFORMITY WITH THE ORIGINAL PROPOSAL AND ANY SUBSTANTIAL CHANGES MUST BE REQUESTED AND APPROVED IN WRITING. TWELVE-MONTH COMPETITIVE GRANTS REQUIRE GRANTEES TO FILE A WRITTEN SIX-MONTH INTERIM REPORT AND/OR FINAL REPORTS SPECIFYING HOW FUNDS WERE USED, FOLLOWING THE END OF THE GRANT TERM. IN THE CASE OF A SUCCESSFUL PROPOSAL, THE PROJECT AND ITS BUDGET SUBMITTED AT THE TIME OF APPLICATION FORM THE BASIS OF THE GRANT AGREEMENT. THE REPORTING SUBMITTED IS REVIEWED AND EVALUATED BY THE ORGANIZATION'S PROGRAM STAFF.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

FHI SERVICES

Employer identification number

54-0573701

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1CHRISTINE CONNOLLY PRESIDENT/CEO	(i) (ii)	0 ------------- 228,760	0 ------------- 46,195	0 ------------- 1,960	0 ------------- 26,690	0 ------------- 32,001	0 ------------- 335,606	0 ------------- 0
2LORNA MAGILL CFO	(i) (ii)	0 ------------- 160,103	0 ------------- 21,381	0 ------------- 1,464	0 ------------- 6,624	0 ------------- 917	0 ------------- 190,489	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

PART I, LINE 3

THE CEO AND CFO ARE COMPENSATED BY THE FAUQUIER HEALTH FOUNDATION (DBA THE PATH FOUNDATION). THE ORGANIZATIONS" BOARD ADOPTED A COMPENSATION POLICY FOR ITS CEO AND CFO. AN EXECUTIVE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS OF THE BOARD OF THE ORGANIZATION" WAS ESTABLISHED TO REVIEW THE COMPENSATION FOR ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION". THE EXECUTIVE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE ORGANIZATION DOES NOT COMPENSATE MORE THAN MARKET NORMS.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

FHI SERVICES

Employer identification number

54-0573701

Return Reference	Explanation
FORM 990, PART III, LINE 3	FHI SERVICES SOLD ITS 20% INTEREST IN JOINT VENTURE LLC., THUS ENDING ITS OPERATIONS AS A HOSPITAL.
FORM 990, PART III, LINE 4A	GENERAL OPERATIONS GRANTS OFFERED IN ALTERNATING YEARS, GENERAL OPERATIONS GRANTS ARE THE PATH FOUNDATION'S MOST COMPETITIVE AWARDS. A SMALL NUMBER OF GRANTS WERE MADE TO LOCAL NONPROFITS DEMONSTRATING THE HIGHEST STANDARDS AND PRINCIPLES IN OUR COMMUNITY TOTALING $501,283 IN FY2017. THE PURPOSE OF THESE GRANTS IS TWOFOLD: TO EMPOWER EXCEPTIONAL NONPROFITS TO EXPAND, IMPROVE OR PURSUE THEIR BEST IDEAS; AND TO ESTABLISH A SHARED STANDARD OF BEST PRACTICES THAT ANY NONPROFIT, REGARDLESS OF SIZE, CAN AIM FOR. FUNDS MAY BE USED FOR ANY DIRECT OR INDIRECT COSTS RELATED TO THE NONPROFIT'S ACTIVITIES, INCLUDING BUT NOT LIMITED TO PAYROLL, RENT, UTILITIES, SUPPLIES AND EQUIPMENT, PROJECT COSTS, PROFESSIONAL DEVELOPMENT, CAPITAL IMPROVEMENTS, PROGRAMS, PLANNING, MARKETING, AND PROFESSIONAL SERVICES. HEALTH PRIORITY GRANTS AND RESPONSIVE GRANTS HEALTH PRIORITY GRANTS ARE RESERVED FOR SPECIAL INITIATIVES, OFTEN DEVELOPED OR LED BY PATH WHICH INCLUDE MAJOR AND SOMETIMES MULTI-YEAR PROJECTS DESIGNED TO HAVE LONG-RANGE IMPACT ON OUR FOUR AREAS OF FOCUS. IN THE CURRENT YEAR, NOTABLE INITIATIVES INCLUDED FAUQUIER REACHES FOR EXCELLENCE IN SCHOOL HEALTH (FRESH), COMMIT TO BE FIT, AND SUPPORT FOR TELEHEALTH, BROADBAND, COMMUNITY DESIGN AND WALKABILITY. HEALTH PRIORITY GRANTS IN SUPPORT OF SPECIAL INITIATIVES TOTALED $1,699,299 IN FY 2017. A RESPONSIVE GRANT IN THE AMOUNT OF $265,000 WAS PROVIDED TO SUPPORT THE NORTHERN PIEDMONT COMMUNITY FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 6	FHS SERVICES IS THE PARENT OF THE ORGANIZATION AND THE FAUQUIER HEALTH FOUNDATION (DBA THE PATH FOUNDATION) IS A BROTHER/SISTER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE FHS SERVICES BOARD OF DIRECTORS ELECTS THE MEMBERS OF FHI SERVICES.
FORM 990, PART VI, SECTION A, LINE 7B	FHI SERVICES REQUIRES THE APPROVAL OF THE FHS SERVICES BOARD, TO ELECT, APPOINT, OR REMOVE DIRECTORS AND IMPLEMENT AMENDMENTS TO THE ARTICLES OF INCORPORATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION PREPARES THE IRS FORM 990 WITH ASSISTANCE FROM AN OUTSIDE ACCOUNTING FIRM. ONCE A DRAFT OF THE FORM 990 IS COMPLETED, IT IS SUBMITTED TO THE MANAGEMENT OF THE ORGANIZATION FOR REVIEW AND COMMENTS. AFTER INCORPORATING CHANGES FROM MANAGEMENT, MATERIALLY COMPLETE DRAFT FORMS 990 ARE MADE AVAILABLE TO THE BOARD OF THE ORGANIZATION. COMMENTS OR QUESTIONS RECEIVED FROM THE BOARD ARE INCORPORATED INTO A FINAL IRS FORM 990 WHICH IS SIGNED BY THE PRESIDENT/CEO, CHRISTINE M. CONNOLLY.
FORM 990, PART VI, SECTION B, LINE 12C	UNDER THE CONFLICT OF INTEREST POLICY, ALL BOARD MEMBERS, MANAGEMENT, AND KEY EMPLOYEES COMPLETE AN ANNUAL DISCLOSURE FORM REGARDING BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH ANY OTHER COMPANY THAT DOES BUSINESS WITH THE ORGANIZATION, AS WELL AS ANY BUSINESS RELATIONSHIPS BETWEEN AND AMONG THE BOARD MEMBERS, MANAGEMENT, AND KEY EMPLOYEES. THE ANNUAL DISCLOSURE STATEMENTS ARE REVIEWED BY INDEPENDENT LEGAL COUNSEL/CORPORATE COMPLIANCE OFFICER, AND THE AUDIT AND COMPLIANCE COMMITTEE, WHO ARE ULTIMATELY RESPONSIBLE IF A CONFLICT EXISTS. ANY SUCH CONFLICTS WOULD BE REPORTED TO THE FULL BOARD. IN ADDITION, ANY PERSON WHO IS COVERED BY THE CONFLICT OF INTEREST POLICY HAS AN ONGOING OBLIGATION TO DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT TO THE BOARD OR THE BOARD COMMITTEE IN WHICH THE MATTER ARISES. FINALLY, THE ORGANIZATION MONITORS BOARD MEMBER ELIGIBILITY FOR ANY POTENTIAL CONFLICTS, IN ORDER TO AVOID SUCH CONFLICTS FROM OCCURRING IN THE FIRST PLACE. AN OPPORTUNITY IS GIVEN AT THE START OF EACH MEETING TO DISCLOSE ANY CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE CEO AND CFO ARE COMPENSATED BY THE FAUQUIER HEALTH FOUNDATION (DBA THE PATH FOUNDATION). THE ORGANIZATION'S" BOARD ADOPTED A COMPENSATION POLICY FOR ITS CEO AND CFO. AN EXECUTIVE COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS OF THE BOARD OF THE ORGANIZATION" WAS ESTABLISHED TO REVIEW THE COMPENSATION FOR ALL EMPLOYEES SPECIFIED AS HAVING A SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION AND WHO RECEIVE REMUNERATION FROM THE ORGANIZATION". THE EXECUTIVE COMPENSATION COMMITTEE IS ADVISED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH OPINES TO THE COMPENSATION COMMITTEE THAT THE LEVEL OF COMPENSATION PAID AND THE PROCESS BY WHICH COMPENSATION IS ESTABLISHED MEET APPLICABLE IRS REASONABLENESS AND "SAFE HARBOR" STANDARDS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDES DATA OF COMPENSATION PROVIDED AT SIMILAR ORGANIZATIONS TO ENSURE THAT THE ORGANIZATION DOES NOT COMPENSATE MORE THAN MARKET NORMS.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	REMOVAL OF BENEFICIAL INTEREST IN PERPETUAL TRUST -10,339,211.
FORM 990, PART XII, LINE 2C	THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING TAX YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

FHI SERVICES

Employer identification number

54-0573701

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)FHS SERVICES 321 WALKER DRIVE SUITE 301 WARRENTON,VA20186 54-1416705	MANAGEMENT COORDINATION	VA	501(C)(3)	LINE 11C, III-F1	NONE		No
(2)FAUQUIER HEALTH FOUNDATION (DBA PATH FOUNDATION) 321 WALKER DRIVE SUITE 301 WARRENTON,VA20186 30-0219424	COMMUNITY HEALTH	VA	501(C)(3)	LINE 7	FHS SERVICES	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

Yes

g Sale of assets to related organization(s) ............................

Yes

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) FAUQUIER HEALTH FOUNDATION(DBA PATH FOUNDATION)	R	10,302,264	FMV
(2) FHS SERVICES	R	251,045	FMV

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Predominant income (related, unrelated, excluded from tax under sections 512-514)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)		Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) FAUQUIER HOLDING COMPANY LLC 330 SEVEN SPRINGS WAYBRENTWOOD,TN37027 90-1001620	HEALTHCARE	TN	RELATED		No	2,599,803	0		No			No	20.000 %

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: OUR MISSION IS MAKING COMMUNITIES HEALTHIER.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	4,274,056	2,599,803
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	5,167,628	16,052,089
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	2,863,769	1,738,226
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	12,305,453	20,390,118
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	2,888,607	3,602,620
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,212,292	1,727,351
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,100,899	5,329,971
19	Revenue less expenses. Subtract line 18 from line 12.......	8,204,554	15,060,147
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	249,991,075	263,325,644
21	Total liabilities (Part X, line 26).............	3,246,921	1,023,558
22	Net assets or fund balances. Subtract line 21 from line 20.....	246,744,154	262,302,086

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,748,349 including grants of $ 3,602,620 ) (Revenue $ 4,338,029 )
	FHI SERVICES IS A 501(C) (3) NON-PROFIT CORPORATION. FHI SERVICES IS GOVERNED BY THE SAME BOARD AND MANAGEMENT TEAM AS ITS PARENT ORGANIZATION, FHS SERVICES, AND ITS BROTHER/SISTER ORGANIZATION, THE FAUQUIER HEALTH FOUNDATION (DBA THE PATH FOUNDATION). THE THREE ENTITIES, COLLECTIVELY, ARE REFERRED TO AS THE ORGANIZATION". THE ORGANIZATION'S" MISSION IS TO STRENGTHEN THE HEALTH AND VITALITY OF THE COMMUNITIES OF FAUQUIER, RAPPAHANNOCK AND NORTHERN CULPEPER COUNTIES. FAUQUIER HEALTH IS OPERATED BY A JOINT VENTURE (FAUQUIER HOLDING COMPANY) OWNED IN PART BY FHI SERVICES (20%) AND LIFEPOINT HEALTH (80%). FHI SERVICES APPOINTS 50% OF THE MEMBERS OF THE FAUQUIER HOLDING COMPANY LLC'S GOVERNING BOARD AND FHI SERVICES HAS MAJORITY GOVERNANCE WITH RESPECT TO ITEMS/ISSUES IMPACTING THE TAX-EXEMPT PURPOSE OF FHI SERVICES (CHARITABLE OVERRIDE PROVISION).THE COMMUNITY BENEFIT CONTRIBUTION OF FHI SERVICES INCLUDES PROGRAMS AND ACTIVITIES THAT IMPROVE ACCESS TO HEALTHCARE AND IMPROVE HEALTH IN FAUQUIER, RAPPAHANNOCK AND NORTHERN CULPEPER COUNTIES. ORGANIZATIONAL COMMITMENT TO PROVIDING A COMMUNITY BENEFIT INCLUDES: FAUQUIER HEALTH (FH) IS A 97 BED NOT-FOR-PROFIT ACUTE CARE FACILITY THAT PROVIDES COMPREHENSIVE HEALTHCARE SERVICES TO THE COMMUNITIES IT SERVES. THE MISSION IS TO MAKE THE COMMUNITIES IT SERVES HEALTHIER. FH IS THE ONLY HOSPITAL IN THE PRIMARY SERVICE AREA OF FAUQUIER COUNTY WITH A POPULATION OF 109, 986. THE SERVICE AREA IS GROWING AND AGING, WITH OVERALL PROJECTED GROWTH BETWEEN 2017-2022 OF 6.3% AND WITH A 45+ POPULATION COMPRISING 45% OF THE TOTAL IN 2022.TO ADDRESS THE GROWING AND CHANGING HEALTHCARE NEEDS RESULTING FROM THESE POPULATION CHANGES, FH CONTINUES TO SUPPORT FIFTEEN PHYSICIANS, TWO OBSTETRICS/GYNECOLOGISTS, TWO FAMILY MEDICINE PHYSICIANS, A RHEUMATOLOGIST, A NEUROLOGIST, AN INFECTIOUS DISEASE SPECIALIST, FIVE INTERNAL MEDICINE PHYSICIANS, TWO UROLOGISTS, AND A HEMATOLOGIST/ONCOLOGIST. ALL PATIENTS AT FH HAVE IMPARTIAL ACCESS TO TREATMENT OR ACCOMMODATIONS THAT ARE AVAILABLE OR MEDICALLY INDICATED, REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, RELIGION, OR SOURCE OF PAYMENT FOR CARE. THE 24-HOUR EMERGENCY DEPARTMENT IS OPEN TO EVERYONE IN THE COMMUNITY, REGARDLESS OF ABILITY TO PAY, AND PARTICIPATES IN MEDICARE, MEDICAID, AND CHAMPUS/TRICARE STANDARD.FH HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA.THE MAJORITY OF THE MEMBERS OF THE GOVERNING BODIES FOR FH ARE INDEPENDENT REPRESENTATIVES OF THE COMMUNITIES SERVED.FH PROVIDES MEDICAL OVERSIGHT, DIRECTION, AND ORDERS TO PARAMEDICS IN THE FIELD AND IN ROUTE TO THE HOSPITAL. OUR EMERGENCY DEPARTMENT OFFERS 24-HOUR ACCESS TO MEDICAL SERVICES AND HELICOPTER TRANSPORT FOR CRITICALLY ILL OR INJURED INDIVIDUALS.FH HAS A FINANCIAL ASSISTANCE PROGRAM THAT PROVIDES FREE CARE FOR PATIENTS WITHIN 200% OF THE FEDERAL POVERTY GUIDELINES AND DISCOUNTED CARE FOR PATIENTS WITHIN 300% OF THE FEDERAL POVERTY GUIDELINES. THE FINANCIAL ASSISTANCE PROGRAM ALSO PROVIDES FREE CARE TO PATIENTS WHO RESIDE IN OTHER AREAS WHO ARE WITHIN 100% OF THE FEDERAL POVERTY GUIDELINES. IN ADDITION, THROUGH A CONTINUING CARE FUND, FAUQUIER HEALTH OFFERS ASSISTANCE TO INDIVIDUALS WHO HAVE INADEQUATE FINANCIAL MEANS TO COVER THE COST OF POST-HOSPITALIZATION HEALTH SERVICES, SUCH AS NURSING CARE.TO HELP TRAIN AND EDUCATE HEALTH CARE PROFESSIONALS, FH WORKS WITH LOCAL COMMUNITY COLLEGES TO PROVIDE TOURS, LECTURES, AND INTERNSHIPS FOR STUDENTS. FH STAFF PROVIDED APPROXIMATELY 23,059 HOURS AT A COST OF APPROXIMATELY $779,920.64. IN ADDITION, PARTNERSHIPS HAVE BEEN ESTABLISHED WITH LOCAL NON-PROFITS (E.G. FAUQUIER FREE CLINIC, THE CHAMBER OF COMMERCE, SCHOOLS AND CHURCHES) AND NATIONAL ORGANIZATIONS (E.G. THE AMERICAN CANCER SOCIETY) TO SUPPORT LOCAL EVENTS AND PROVIDE COMMUNITY HEALTH AND WELLNESS PROGRAMS. THESE COMMUNITY BENEFIT ACTIVITIES ARE COORDINATED BY A FULL-TIME COMMUNITY OUTREACH STAFF PERSON, SUPPORTED BY ADMINISTRATIVE AND CLINICAL DEPARTMENTS, AND AUXILIARY VOLUNTEERS AS NEEDED.IN ADDITION TO THE CONTRIBUTIONS MADE BY THE HOSPITAL, FHI SERVICES INVESTS IN THE COMMUNITY BY PROVIDING GRANTS RELATED TO THE FOUR PRIORITY AREAS OF CHILDHOOD WELLNESS, MENTAL HEALTH, SENIOR SERVICES AND ACCESS TO HEALTH. FHI SERVICES OFFERS SEVERAL GRANT CYCLES DURING THE YEAR TO HELP NONPROFITS AND GOVERNMENT AGENCIES BETTER THE COMMUNITIES IT SERVES. IN THE CURRENT YEAR, COMPETITIVE PROGRAM AND PLANNING GRANTS, GENERAL OPERATIONS GRANTS, NON-COMPETITIVE HEALTH PRIORITY GRANTS, AND RESPONSIVE GRANTS, WERE FUNDED. PROGRAM AND PLANNING GRANTS THESE 12-MONTH GRANTS ARE DESIGNED TO SUPPORT CLEARLY DEFINED PROGRAM-BASED INITIATIVES AND/OR SPECIFIC ORGANIZATIONAL PLANNING STRATEGIES. OFFERED ANNUALLY, THE OBJECTIVES OF THESE GRANTS ARE TO PROVIDE ONGOING SUPPORT TO SIGNATURE PROGRAMS OF ESTABLISHED ORGANIZATIONS; ENCOURAGE INNOVATION IN CREATING AND INTRODUCING NEW INITIATIVES AND OFFERINGS; AND TO STRENGTHEN EVOLVING ORGANIZATIONS FOCUSED ON CAPACITY AND PROCESS IMPROVEMENT. PROGRAMS MAY BE NEW OR ONGOING AND FUNDS MAY BE USED TO CREATE, IMPLEMENT AND/OR SUSTAIN SPECIFIC PROGRAMS. PLANNING GRANTS MAY BE CONSIDERED FOR A VARIETY OF PROCESSES INCLUDING STRATEGIC PLANNING, BOARD DEVELOPMENT, MASTER FACILITY PLANS, SURVEYS AND EVALUATIONS, PILOT PROGRAMS AND OTHER CAPACITY-BUILDING ACTIVITY. ALL PROGRAM AND PLANNING GRANTS RELATE TO ONE OF FOUR KEY PRIORITIES: ACCESS TO HEALTH, CHILDHOOD WELLNESS, MENTAL HEALTH, SENIOR SERVICES TOTALING $505,583 IN FY2017. (CONTINUED BELOW)

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses3,748,349

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) ELIZABETH HENRICKSON........................................................................ DIRECTOR OF ADMINISTRATION & PROGRAMS	18.00 .......................22.00	X	0	118,760	23,551
(19) AMY PETTY........................................................................ DIRECTOR OF COMMUNICATIONS	18.00 .......................22.00	X	0	101,912	28,548

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	680,535	118,331

(A) Name and business address	(B) Description of services	(C) Compensation
MONTICELLO ASSOCIATES 1800 LARIMER STREET SUITE 2100 DENVER,CO80202	INVESTMENT ADVISORY SERVICES	250,000




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	INCOME FROM HOSPITAL VENTURE	900003	2,599,803	2,599,803
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		2,599,803

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,933,487			1,933,487
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	49,912,952	6,926,745	7a
b	Less: cost or other basis and sales expenses	37,577,476	5,143,619	7b
c	Gain or (loss)	12,335,476	1,783,126	7c
d	Net gain or (loss).........			14,118,602			14,118,602
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	CHANGE IN RESERVE LIABILITY		900009	1,738,226	1,738,226
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,738,226
12	Total revenue. See instructions.....			20,390,118	4,338,029	0	16,052,089

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	3,602,620	3,602,620
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	39,536		39,536
c	Accounting ...........	35,186	3,018	32,168
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,253,503		1,253,503
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	261,051	4,255	256,796
12	Advertising and promotion ....
13	Office expenses .......	1,002		1,002
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	-3,951	-2,568	-1,383
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	OTHER PROGRAM EXPENSES	141,024	141,024
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	5,329,971	3,748,349	1,581,622	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........		10,381,665	2	867
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........		8,955,914	7	5,970,609
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		70,633,054	11	89,126,222
12	Investments—other securities. See Part IV, line 11 .....		106,953,308	12	140,026,119
13	Investments—program-related. See Part IV, line 11 ..		34,954,219	13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		18,112,915	15	28,201,827
16	Total assets. Add lines 1 through 15 (must equal line 33)...		249,991,075	16	263,325,644

17	Accounts payable and accrued expenses .....	1,164,188	17	23,558
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	2,082,733	25	1,000,000
26	Total liabilities. Add lines 17 through 25..	3,246,921	26	1,023,558

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	246,744,154	32	262,302,086
33	Total liabilities and net assets/fund balances ........	249,991,075	33	263,325,644

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No