Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
RICHMOND MEMORIAL HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4901 LIBBIE MILL EAST BLVD NO 210
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, VA23230
A Employer identification number

51-0211020
B Telephone number (see instructions)

(804) 282-6282
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$283,247,264J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 118,970
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,016,150 2,016,150  
5a Gross rents............ 33,300 33,300  
b Net rental income or (loss) 33,300
6a Net gain or (loss) from sale of assets not on line 10 1,757,592
b Gross sales price for all assets on line 6a 1,757,592
7 Capital gain net income (from Part IV, line 2)... 1,757,592
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,287 1,287  
12 Total. Add lines 1 through 11........ 3,927,299 3,808,329  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 487,452 114,944   241,918
14 Other employee salaries and wages...... 496,804 0   460,074
15 Pension plans, employee benefits....... 215,866 21,795   159,693
16a Legal fees (attach schedule)......... Click to see attachment 40,968 3,585   31,955
b Accounting fees (attach schedule)....... Click to see attachment 36,743 3,215   28,660
c Other professional fees (attach schedule).... Click to see attachment 755,333 269,060   473,550
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 39,010 3,413   30,428
19 Depreciation (attach schedule) and depletion... 29,029 2,540  
20 Occupancy.............. 203,129 2,385   197,132
21 Travel, conferences, and meetings....... 89,570 7,837   69,864
22 Printing and publications.......... 1,826 0   1,826
23 Other expenses (attach schedule)....... Click to see attachment 420,730 16,896   374,521
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,816,460 445,670   2,069,621
25 Contributions, gifts, grants paid....... 2,393,936 2,393,936
26 Total expenses and disbursements. Add lines 24 and 25 5,210,396 445,670   4,463,557
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,283,097
b Net investment income (if negative, enter -0-) 3,362,659
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 384,896 228,846 228,846
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet194,383
Less: allowance for doubtful accounts bullet     194,383 194,383
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 117,675 180,201 180,201
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet192,219
Less: accumulated depreciation (attach schedule) bullet127,932 72,961 64,287 64,287
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 73,494,099 Click to see attachment72,550,547 72,550,547
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment184,298,000 Click to see attachment210,029,000 Click to see attachment210,029,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 258,367,631 283,247,264 283,247,264
Liabilities 17 Accounts payable and accrued expenses.......... 248,646 206,630
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 248,646 206,630
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 253,051,466 277,958,245
25 Temporarily restricted............... 42,630 0
26 Permanently restricted............... 5,024,889 5,082,389
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 258,118,985 283,040,634
31 Total liabilities and net assets/fund balances (see instructions). 258,367,631 283,247,264
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
258,118,985
2
Enter amount from Part I, line 27a .....................
2
-1,283,097
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,204,746
4
Add lines 1, 2, and 3 ..........................
4
283,040,634
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
283,040,634
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,757,592     1,757,592
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,757,592
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,757,592
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 3,786,950 74,165,966 0.051060
2016 3,530,651 69,815,461 0.050571
2015 4,567,548 69,556,868 0.065666
2014 3,976,864 76,895,590 0.051718
2013 3,525,405 76,308,265 0.046200
2
Total of line 1, column (d) .....................
2
0.265215
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.053043
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
71,692,448
5
Multiply line 4 by line 3......................
5
3,802,783
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
33,627
7
Add lines 5 and 6........................
7
3,836,410
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,463,557
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 33,627
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 33,627
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 33,627
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 93,320
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 59,693
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet33,640 RefundedBullet 11 26,053
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (804) 282-6282

    Located atbullet4901 LIBBIE MILL EAST BLVD SUITE210RICHMONDVA ZIP+4bullet23230
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARK D CONSTANTINE PHD PRESIDENT & CEO
    40.00     		314,117 22,392 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    COURTNEY W WORRELL VP FOR ADMIN & CFO
    40.00     		175,135 34,362 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    DANNY TK AVULA MD MPH IMMEDIATE PAST CHAIR
    2.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    MICHELE AW MCKINNON ESQUIRE SECRETARY
    2.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    DEBORAH L ULMER RN PHD CHAIR
    2.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    VANESSA WALKER HARRIS MD TRUSTEE
    2.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    A DALE CANNADY TRUSTEE
    2.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    JR HIPPLE TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    JOSEPH SCHILLING TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    REGINALD E GORDON ESQUIRE VICE CHAIR
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    WILLIAM R NELSON MD MPH TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    ROBERT L THALHIMER TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    RICHARD L GRIER TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    MATT J ILLIAN TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    ABRAHAM SEGRES TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    ROSALYN HOBSON HARGRAVES PHD TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    JOHN MOESER PHD TRUSTEE
    1.00     		0 0 0
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MARIA G ALCALDE MANAGING DIR FOR EQU
    40.00     		159,593 35,961 575
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    MICHAEL SMITH DIRECTOR OF COMM INV
    40.00     		90,500 19,973 600
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    KENDRA JONES DIR OF HEALTH EQUITY
    40.00     		84,500 19,763 600
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    LISA BENDER PROG OFFICER & GRANT
    40.00     		77,474 18,794 600
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NORTHERN TRUST INVESTMENT CONSULTING 180,667
    50 S LASALLE ST
    CHICAGO,IL60675
    WYTHE AVE CONSULTING LLC COMMUNICATIONS CONSULTING 85,364
    3417 WYTHE AVE
    RICHMOND,VA23221
    GROUPFORWARD LLC HUMAN RESOURCE CONSULTING 64,415
    4132 TETON PLACE
    ALEXANDRIA,VA22312
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 CONNECT CAPITAL, AN INITIATIVE OF THE CENTER FOR COMMUNITY INVESTMENT (CCI), BRINGS TOGETHER LOCAL EXPERTS ON HOUSING AND THE BUILT ENVIRONMENT FOR A TWO-YEAR INITIATIVE TO ATTRACT AND DEPLOY CAPITAL AT SCALE TO IMPROVE RESIDENTS' HEALTH AND INCREASE THEIR ACCESS TO OPPORTUNITY. THE RICHMOND TEAM IS SPECIFICALLY WORKING TO BUILD STRONGER, MORE ECONOMICALLY AND SOCIALLY DIVERSE NEIGHBORHOODS BY STRUCTURING PARTNERSHIPS, INVESTMENT MODELS, AND A SUPPORTIVE SERVICE ECOSYSTEM FOR FAMILIES AND INDIVIDUALS EARNING 60% AMI OR BELOW, WITH AN EMPHASIS ON FAMILIES EARNING $22,500/YEAR OR 30% AMI FOR A FAMILY OF THREE. SEPCIFIC ACTIVITIES INCLUDE:1. INCREASING THE UTILIZATION RATE OF HOUSING CHOICE VOUCHERS (HCV)2. EQUITABLE PUBLIC INCENTIVES AND PERFORMANCE AGREEMENTS3. LANDLORD ENGAGEMENT AND COACHING4. MODEL SUPPORTIVE SERVICES ECOSYSTEM 31,725
    2 RMHF FELLOWSHIPS AND HEALTH, EQUITY & ARTS (HEARTS) PROGRAMS: INCORPORATING COMMUNITY VOICES IS ESSENTIAL TO RMHF'S ABILITY TO DRIVE MEANINGFUL CHANGE. THROUGH FELLOWSHIP PROGRAMS, RMHF IS TAPPING THE CREATIVE EXPRESSION, CRITICAL ENGAGEMENT AND BOLD IDEAS OF OUR REGION'S DIVERSE LEADERS TO SET THE FOUNDATION'S STRATEGIC AGENDA.RMHF RECENTLY GRADUATED TWO CLASSES OF EQUITY + HEALTH FELLOWS THAT PARTICIPATED IN NINE-MONTH, MISSION-ALIGNED, FACILITATED PROGRAMS. THE FIRST CLASE ( 2017-2018) OF FELLOWS, REPRESENTING LEADERS FROM THE PUBLIC AND NONPROFIT SECTORS, WAS TASKED WITH DEVELOPING AND AGENDA RECOMMINDING STRATEGIES TO ADDRESS THE SOCIAL, ECONOMIC, AND STRUCTURAL CONDITIONS CONTRIBUTING TO POOR HEALTH OUTCOMES. THE SECOND CLASS (2018-19) OF LEADERS FOCUSED ON GRASSROOTS NEIGHBORHOOD AND COMMUNITY BASED EFFORTS TO AFFECT HEALTH EQUITY IN THE BUILD ENVIRONMENT.THE HEALTH, EQUITY & ARTS (HEARTS) PROGRAM IS AN IMPORTANT SIGNAL OF RMHF'S COMMITMENT (CONTINUED BELOW) 212,110
    3 TO FOSTERING EQUITABLE AND HEALTHY RICHMOND REGION. WORKING WITH COMMUNITY-BASED AND NONPROFIT PARTNERS, PARTICIPATING ARTISTS AND ARTIST COLLECTIVES HELP ILLUSTRATE HOW SOCIAL, ECONOMIC AND STRUCTURAL CONDITIONS CONTRIBUTE TO POOR HEALTH OUTCOMES.RMHF TRUSTEES AND STAFF UNDERSTAND THAT ADVANCING HEALTH EQUITY CANNOT HAPPEN IN A VACUUM. THE FOUNDATION WILL CONTINUE TO BUILD AND LEVERAGE ITS DIVERSE NETWORKS OF INDIVIDUALS AND ORGANIZATIONS COMMITTEED TO CHANGING SYSTEMS AND POLICIES THAT CONTRIBUTE TO HEALTH INEQUITIES. RMHF HOST RACIAL EQUITY TRAININGS, GRANTEE PARTNER CO-LEARNING EVENTS AND COMMUNITY BUILDING MEETINGS IN AN EFFORT TO BUILD AND SUSTAIN A HEALTH EQUITY MOVEMENT IN OUR REGION. 0
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    72,356,634
    b
    Average of monthly cash balances.......................
    1b
    427,577
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,784,211
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    72,784,211
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,091,763
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    71,692,448
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,584,622
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,584,622
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    33,627
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,627
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,550,995
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,550,995
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,550,995
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,463,557
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,463,557
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    33,627
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,429,930
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,550,995
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 905,425
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,463,557
    a Applied to 2017, but not more than line 2a 905,425
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 3,550,995
    e Remaining amount distributed out of corpus 7,137
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,137
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		7,137
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 7,137
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARK D CONSTANTINE PRESIDENT CEO RI
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230
    (804) 282-6282
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED COPY OF GRANT APPLICATION GUIDELINES.
    cAny submission deadlines:
    SEE ATTACHED COPY OF GRANT APPLICATION GUIDELINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED COPY OF GRANT APPLICATION GUIDELINES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ART 180
    114 W MARSHALL ST
    RICHMOND,VA23112     		NONE PC PROGARM SUPPORT: RETHINKING OURSELVES AND OUR STORY 26,980
    ACCESS NOW INC
    2821 EMERYWOOD PARKWAY STE 200
    RICHMOND,VA23294     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 45,000
    BETTER HOUSING COALITION
    23 WEST BROAD ST STE 100
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: AFFORDABLE COORDINATED CARE FOR SENIORS AND THE DISABLED 25,000
    VIRGINIA POVERTY LAW CENTER
    919 EAST MAIN ST SUITE 610
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: SUPPORT FOR HEALTH INSURANCE NAVIGATOR 25,000
    FACES OF HOPE OF VIRGINIA INC
    249 E GERMAN SCHOOL RD
    RICHMOND,VA232242058     		NONE PC PROGRAM SUPPORT: FIGHTING PEDIATRIC OBESITY WITH HOPE 25,000
    CAPITAL AREA HEALTH NETWORK
    2809 NORTH AVE
    RICHMOND,VA23222     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 100,000
    CAPITAL AREA HEALTH NETWORK
    2809 NORTH AVE
    RICHMOND,VA23222     		NONE PC PROGRAM SUPPORT: PATIENT NAVIGATION AND ACCESS 75,000
    REACH OUT FOR LIFE
    PO BOX 95
    MANAKINSABOT,VA23103     		NONE PC PROGRAM SUPPORT: THE COMMUNITY PARTNERS PROJECT 21,650
    CENTRAL VIRGINIA LEGAL AID SOCIETY
    101 WEST BROAD ST STE 101
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT: LEGAL INTERVENTIONS FOR IMPORVED PEDIATRIC HEALTH IN THE BUILT ENVIRONMENT 50,000
    LUCY CORR FOUNDATION
    6800 LUCY CORR BLVD
    CHESTERFIELD,VA23832     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 40,000
    COMMUNITY SCIENCE
    438 N FREDERICK AVE STE 315
    GAITHERSBURG,MD20877     		NONE PC PROGRAM SUPPORT: FALL GRANT CYLE EVALUATORS 14,099
    CROSSOVER HEALTHCARE MINISTRY
    8600 QUIOCCASIN RD STE 102
    RICHMOND,VA23229     		NONE PC PROGRAM SUPPORT: COMMUNITY PARTNERS IN ORAL HEALTH 50,000
    CROSSOVER HEALTHCARE MINISTRY
    8600 QUIOCCASIN RD STE 102
    RICHMOND,VA23229     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 100,000
    DAILY PLANET HEALTH SERVICES
    517 WEST GRACE ST
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 220,000
    VIRGINIA DENTAL ASSOCIATION FOUNDATION
    100 N 17TH ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: DONATED DENTAL SERVICES 25,000
    FREE CLINIC OF POWHATAN
    3908 OLD BUCKINHAM RD
    POWHATAN,VA23139     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 50,000
    GOOCHLAND CARES
    PO BOX 116
    GOOCHLAND,VA23063     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 130,000
    CHALLENGE DISCOVERY PROJECTS
    1503 SANTA ROSA RD SUITE 211
    RICHMOND,VA23229     		NONE PC PROGRAM SUPPORT: MEDICAL MANAGEMENT SYSTEM 15,000
    BLUE SKY FUND
    PO BOX 8108
    RICHMOND,VA23223     		NONE PC PROGRAM SUPPORT: EXPLORERS PROGRAM 25,000
    JEWISH FAMILY SERVICES
    6718 PATTERSON AVE
    RICHMOND,VA23226     		NONE PC PROGRAM SUPPORT: PROVIDING BEHAVIORAL HEALTH SERVICES TO YOUTH AND FAMILIES 10,000
    RICHMOND PUBLIC SCHOOLS EDUCATION FOUNDATION
    301 N 9TH ST 17TH FL
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: 35,000
    GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW)
    103 E GRACE ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: TRAUMA-INFORMED BEHAVIORAL HEALTH ORGANIZER 35,000
    GROUNDWORK RVA
    409 EAST MAIN ST STE 100
    RICHMOND,VA232193845     		NONE PC PROGRAM SUPPORT: BUILDING SUSTAINABILITY THRU CREATEING A SOCIAL ENTERPRISE 10,000
    HEALTH BRIGRADE
    1010 N THOMPSON ST
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 150,000
    CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
    200 NORTH 22ND ST
    RICHMOND,VA23223     		NONE PC PROGRAM SUPPORT: HELPING FAMILIES AND CAREGIVERS 70,000
    HOUSING OPPORTUNITIES MADE EQUAL OF VA
    626 E BROAD ST 400
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 10,000
    HOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA INC
    626 E BROAD ST 400
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: EVICTION DIVERSION PROGRAM 50,000
    EQUALITY VIRGINIA
    530 EAST MAIN ST SUITE 600
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: TRANSGENDER INFORMATION AND EMPOWERMENT 2,000
    ELK HILL FARM INC
    PO BOX 99
    GOOCHLAND,VA23063     		NONE PC PROGRAM SUPPORT: THE BANK TOGETHER PROGRAM AT ELK HILL 3,000
    LA CASA DE LA SALUD
    2201 BIRNAM WOODS COURT
    MIDLOTHIAN,VA23112     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPOTR 9,790
    HELP ME HELP YOU FOUNDATION
    1421 BRYAN ST
    RICHMOND,VA23232     		NONE PC PROGRAM SUPPORT: 8 WEEK RE-ENTRY AND FAMILY REUNIFICATION STUDY 5,000
    VIRGINIA HOUSING ALLIANCE
    205 NORTH ROBINSON ST
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT:HOUSING VIRGNIA'S MOST VULNERABLE CONFERENCE 5,000
    ADVOCATES IN PARENTING
    1617 MONUMENT AVE SUITE 202
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT: EN DOS MUNDOS 8,690
    RICHMOND CITY HEALTH DISTRICT
    400 E CARY ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT; RCHD-BON SECOURS HEALTH SYSTEM CHW ED PILOT 11,060
    RICHMOND CITY HEALTH DISTRICT
    400 E CARY ST ROOM 406
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 9,000
    VIRGINIA DEPARTMENT OF HEALTH
    109 GOVERNOR ST SUITE 723
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: VIRGINIA'S LGBTQ & HEALTH EQUITY SYMPOSIUM 7,500
    INITIATIVES OF CHANGE
    2201 WEST BROAD ST SUITE 200
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 2,500
    CITY OF RICHMOND
    900 EAST BROAD ST SUITE 201
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: RICHMOND'S EQUITY AND DIVERSITY; EQUITY LEARNING OPPORTUNTIY 8,917
    RX PARTNERSHIP
    2924 EMERYWOOD PARKWAY STE 300
    RICHMOND,VA23294     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 20,000
    SACRED HEART CENTER
    1400 PERRY ST
    RICHMOND,VA232242058     		NONE PC PROGRAM SUPPORT: E+H -FELLOW 5,000
    SACRED HEART CENTER
    1400 PERRY ST
    RICHMOND,VA232242058     		NONE PC PROGRAM SUPPORT: SUSTAINING CASA LAPIZ 20,000
    SPORTS BACKERS
    100 AVE OF CHAMPIONS 300
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT: E+H -FELLOW 5,000
    GREATER RICHMOND CHAMBER FOUNDATION
    919 EAST MAIN ST SUITE 1700
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: CAPITAL REGION COLLABORATIVE 10,000
    STOREFRONT COMMUNITY DESIGN
    205 EAST BROAD ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: E+H 5,000
    CULTUREWORKS
    1906 A NORTH HAMILTON ST
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT: ARTOBERVA 2018 5,000
    THE MAGGIE WALKER COMMUNITY LAND TRUST
    203 N ROBINSON ST
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 25,000
    VIRGINIA CIVIC ENGAGEMENT TABLE
    PO BOX 8586
    RICHMOND,VA23226     		NONE PC PROGRAM SUPPORT: VIRGINIA COUNTS COALIATION 5,000
    THE VALENTINE
    1015 E CLAY ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: INSTALLATION OF EXHIBIT - VOICES FROM RICHMOND'S HIDDEN EPIDEMIC 6,000
    PARTNERSHIP FOR HOUSING AFFORDABILITY
    8975 THREE CHOPT RD
    RICHMOND,VA23229     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 25,000
    SENIOR CONNECTIONS
    24 EAST CARY ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: AGING OLDER ADULT HOUSING STABILITY 10,000
    FAMILY LIFELINE
    2325 WEST BROAD ST
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 60,000
    VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
    5511 STAPLES MILL RD 202
    RICHMOND,VA232285445     		NONE PC PROGRAM SUPPORT: HUMANITARIAN AWARDS DINNER TABLE 2,000
    VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION
    907 FLOYD AVE
    RICHMOND,VA23284     		NONE PC PROGRAM SUPPORT: STRATEGIC DATA: CO-PRODUCING KNOWLEDGE FOR ADVOCACY AND ORGANIZING 52,000
    VIRGINIA HEALTH CARE FOUNDATION
    707 EAST MAIN ST STE 1350
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: RICHMOND REGION COLLABORATIVE FUNDING 10,000
    VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY
    1716 EAST FRANKLIN ST
    RICHMOND,VA23223     		NONE PC PROGRAM SUPPORT: MEDICAID EXPANSION OUTREACH AND ADVOCACY 10,000
    VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
    201 HAMILTON ST
    RICHMOND,VA23221     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 160,000
    VIRGINIA ORAL HEALTH COALITION
    4200 INNSLAKE DRIVE STE 103
    RICHMOND,VA23060     		NONE PC PROGRAM SUPPORTGENERAL OPERATING SUPPORT 35,000
    GIRLS FOR A CHANGE
    100 BUFORD ROAD
    NORTH CHESTERFIELD,VA23235     		NONE PC PROGRAM SUPPORT: GIRLS STORIES-OUR VOICES-TRAUMA AND TRIUMPH 20,000
    VOICES FOR VIRGINIA'S CHILDREN
    701 EAST FRANKLIN ST STE 807
    RICHMOND,VA232192515     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT; EQUITY TRAINING FOR BOARD AND STAFGF 38,000
    THRIVING CITIES GROUP
    117 4TH ST NE
    CHARLOTTESVILLE,VA22902     		NONE PC PROGRAM SUPPORT: ART, RACIAL RECONCILIATION AND CIVIC ADVOCACY 20,000
    YWCA OF RICHMOND
    6 NORTH 5TH ST
    RICHMOND,VA23210     		NONE PC PROGRAM SUPPORT::INTEGRATING MEDICAID 45,000
    YWCA RICHMOND
    6 NORTH 5TH ST
    RICHMOND,VA23210     		NONE PC PROGRAM SUPPORT: 2019 OUTSTANDING WOMEN'S AWARDS 1,500
    URBAN HOPE
    PO BOX 23171
    RICHMOND,VA23223     		NONE PC PROGRAM SUPPORT: FUNDING FOR STRATEGIC PLANNING 10,000
    RICHMOND OPPORTUNITIES INC
    PO BOX 27152
    RICHMOND,VA23261     		NONE PC PROGRAM SUPPORT: THE CREIGHTON PEOPLE PLAN 50,000
    CHILDREN'S HOME SOCIETY OF VIRGINIA
    4200 FITZHUGH AVE
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 50,000
    SOUTHSIDE COMMUNITY DEVELOPMENT AND HOUSING CORPORATION
    1624 HULL ST
    RICHMOND,VA232242058     		NONE PC PROGRAM SUPPORT; ADDRESSING THE RACIAL WEALTH GAP 50,000
    HUMANKIND
    150 LINDEN AVE
    LYNCHBURG,VA24503     		NONE PC PROGRAM SUPPORT: COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION READINESS 4,750
    VIRGINIA SUPPORTIVE HOUSING
    PO BOX 8585
    RICHMOND,VA23226     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 40,000
    VIRGINIA COMMUNITY CAPITAL
    7814 CAROUSEL LANE SUITE 100
    RICHMOND,VA23294     		NONE PC PROGRAM SUPPORT: VA IMPACT INVESTING FORUM STRATEGIC PLANNING 20,000
    VIRGINIA CONSORTIUM FOR HEALTH PHILANTHROPY
    4801 COURTHOUSE ST SUITE 200
    WILLIAMSBURG,VA23188     		NONE PC PROGRAM SUPPORT: MED EX RESEARCH FUNDING 2,000
    RICHMOND HILL
    2209 E GRACE ST
    RICHMOND,VA23223     		NONE PC PROGRAM SUPPORT: NATIONAL NIGHT OUT SPONSORSHIP 2,500
    AFP CENTRAL VIRGINIA CHAPTER
    PO BOX 6605
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT; PATRON-CORPORATE 1,500
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE ST NW SUITE 208
    ATLANTA,GA30303     		NONE PC PROGRAM SUPPORT: 2019 CEO FORUM SPONSORSHIP 5,000
    RECYCLED ORCHESTRA
    PAID VIA NORTHERN TRUST PO BOX
    790408
    ST LOUIS,MO63179     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 1,000
    COMMUNITY FOUNDATION
    3409 MOORE ST
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT: IN HONOR OF DARCY OMAN AND HER LEADERSHIP 5,000
    RICHMOND SYMPHONY
    612 E GRACE ST SUITE 410
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: 2019 EAST END MUSIC FESTIVAL 2,500
    LEADERSHIP METRO RICHMOND
    9211 FOREST HILL AVE SUITE 200-A
    RICHMOND,VA23235     		NONE PC PROGRAM SUPPORT: SCHOLARSHIP SUPPORT 4,000
    DURAO CHAVIS
    3219 NORTH AVE
    RICHMOND,VA23222     		NONE   PROGRAM SUPPORT: E&H FELLOW 6,000
    LACETTE CROSS
    PO BOX 38381
    RICHMOND,VA23231     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    WILLIE HILLARD
    3919 MOSS SIDE AVE
    RICHMOND,VA23222     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    TORIA EDMONDS-HOWELL
    313 N 24TH ST UNIT E
    RICHMOND,VA23223     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    MARITZA MERCADO PECHIN
    611 N 31 ST
    RICHMOND,VA23223     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    PATRICE SHELTON
    1625 GLENFIELD AVE
    RICHMOND,VA232242058     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    SHEKINAH MITCHELL
    1233 N 38TH ST
    RICHMOND,VA23223     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    JOHN THOMPSON WHITE
    8217 CANDLEBERRY DR
    MECHANICSVILLE,VA23111     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    CHELSEA HIGGS WISE
    1025 DECATUR ST
    RICHMOND,VA232242058     		NONE   PROGRAM SUPPORT: E&H FELLOW 5,000
    Total .................................bullet 3a 2,393,936
    bApproved for future payment
    INSTITUTE FOR PUBLIC HEALTH
    4901 LIBBIE MILL EAST BOULEVARD
    SUITE 210
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT: LOCAL HEALTH WORKERS IN NEIGHBORHOOD RESOURCE CENTERS 40,000
    RICHMOND CITY HEALTH DISTRICT
    400 E CARY ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: CHW 20,000
    DAILY PLANET HEALTH SERVICES
    517 WEST GRACE ST
    RICHMOND,VA23220     		NONE PC PROGRAM SUPPORT: ACCESS TO HEALTH CARE 120,000
    GOOCHLAND CARES
    PO BOX 116
    GOOCHLAND,VA23063     		NONE PC PROGRAM SUPPORT: RESPONSE TO MEDICAID EXPANSION 30,000
    VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
    201 HAMILTON ST
    RICHMOND,VA23221     		NONE PC PROGRAM SUPPORT: EXPANDING HEALTH CARE ACCESS 60,000
    CROSSOVER HEALTHCARE MINISTRY
    8600 QUIOCCASIN RD STE 101
    RICHMOND,VA23229     		NONE PC PROGRAM SUPPORT: DENTAL EXPANSION PROJECT 50,000
    HEALTH BRIGRADE
    1010 N THOMPSON ST
    RICHMOND,VA23230     		NONE PC PROGRAM SUPPORT: TRANSITION AND NAVIGATION SUPPORT 50,000
    CAPITAL AREA HEALTH NETWORK
    PO BOX 27947
    RICHMOND,VA23261     		NONE PC PROGRAM SUPPORT: PATIENT NAVIGATION AND ACCESS 75,000
    CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
    200 NORTH 22ND ST
    RICHMOND,VA23223     		NONE PC PROGRAM SUPPORT: HELPING FAMILIES AND CAREGIVERS 70,000
    YWCA OF RICHMOND
    6 NORTH 5TH ST
    RICHMOND,VA23210     		NONE PC PROGRAM SUPPORT: INTEGRATING MEDICAID 45,000
    GREATER RICHMOND CHAMBER FOUNDATION
    919 EAST MAIN ST SUITE 1700
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT: CAPITAL REGION COLLABORATIVE 10,000
    PARTNERSHIP FOR HOUSING AFFORDABILITY
    8975 THREE CHOPT RD
    RICHMOND,VA23229     		NONE PC PROGRAM SUPPORT: GENERAL OPERATING SUPPORT 50,000
    MANUFACTURED HOME COMMUNITY COALITION OF VIRGINIA
    919 EAST MAIN ST
    RICHMOND,VA23219     		NONE PC PROGRAM SUPPORT 50,000
    Total .................................bullet 3b 670,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 2,016,150  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 33,300  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....         1,287
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        1,757,592
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE     		         
    bSPONSORSHIP REVENUE          
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,049,450 1,758,879
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,808,329
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A OTHER MISCELLANEOUS REVENUE RELATED TO ACCOMPLISHMENTS
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    RICHMOND MEMORIAL HEALTH FOUNDATION
     
    Employer identification number

    51-0211020
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    RICHMOND MEMORIAL HEALTH FOUNDATION
          		Employer identification number
    51-0211020
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT WOOD JOHNSON FOUNDATION
     
    50 COLLEGE ROAD EAST
     
    PRINCETON, NJ085406614

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LAUGHING GULL FOUNDATION
     
    1003 LAMOND AVE
     
    DURHAM, NC27701

    		$ 15,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    RICHMOND MEMORIAL HEALTH FOUNDATION
          		Employer identification number

    51-0211020
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    RICHMOND MEMORIAL HEALTH FOUNDATION
          		Employer identification number

    51-0211020
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDITING AND TAX COMPLIANCE 36,743 3,215   28,660

    TY 2018 InvestmentsOtherSchedule2
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 70,097,198 70,097,198
    PARTNERSHIPS AT COST 2,453,349 2,453,349

    TY 2018 LegalFeesSchedule
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 40,968 3,585   31,955


    TY 2018 OtherAssetsSchedule
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM-RELATED INVESTMENT IN BONSECOURS RICHMOND HEALTH SYSTEM 184,298,000 210,029,000 210,029,000


    TY 2018 OtherExpensesSchedule
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCESS TO HEALTHCARE ADMINISTRATIVE EXPENSES 798 0   798
    ARTS & EQUITY PROGRAM EXPENSES 18,563 0   18,563
    BANK SERVICE FEES 17,149 1,500   13,376
    BOARD & STAFF EVENTS 43,334 3,792   33,801
    CATERING/MEALS 3,387 296   2,642
    COLLABORATIVE PROGRAM EXPENSES 1,764 0   1,764
    CONNECT CAPITAL PROGRAM EXPENSES 15,616 0   15,616
    CORPORATE FILINGS 240 21   187
    EMPLOYEE RELATED SAFETY, INTERN EXP, LUNCHES, GIFTS 5,151 451   4,018
    EQUIP.LEASES, SVC CONTRACTS, MAINT. 7,055 617   5,503
    EQUITY + HEALTH PROGRAM EXPENSES 47,622 0   47,622
    FLUXX SUBSCRIPTION 37,800 0   37,800
    FURNISHINGS AND EQUIPMENT 30,303 2,652   23,636
    IMPACT INVESTING PROGRAM EXPENSES 8,269 0   8,269
    HUMAN DEVELOPMENT 879 77   685
    INSURANCE 5,587 489   4,358
    INTERNET ACCESS & TELECOMMUNICATIONS 7,104 622   5,541
    JOB POSTING 3,641 319   2,840
    MEMBERSHIPS 41,429 0   41,429
    MVA PROGRAM EXPENSES 2,689 0   2,689
    OTHER ALLOCATED EXPENSES 33,332 2,917   25,998
    OTHER MISC EXP 1,881 165   1,467
    POSTAGE 710 62   554
    PROFESSIONAL SERVICE EXPENSES 12,019 0   12,019
    RECOGNITIONS AND GIFTS 9,920 868   7,737
    SECURITY 315 0   246
    SUBSCRIPTIONS 5,815 509   4,536
    SUPPLIES AND MATERIALS 7,627 667   5,949
    TELEVISION ACCESS 1,151 101   898
    COMMUNICATIONS - OTHER EXPENSES 16,644 0   12,983
    PROFESSIONAL TEAM DEVELOPMENT 8,812 771   6,873
    DIRECT GRANT ADMINISTRATIVE EXPENSES 5,655 0   5,655
    BUILT ENVIRONMENT PROGRAM EXPENSE 8,838 0   8,838
    NATIONAL ADVISORY BOARD 1,507 0   1,507
    CULTURE OF HEALTH 3,124 0   3,124
    VIRGINIA FUNDERS NETWORK SUMMIT 5,000 0   5,000


    TY 2018 OtherIncomeSchedule2
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 1,287 1,287 1,287


    TY 2018 OtherIncreasesSchedule
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Description Amount
    UNREALIZED GAIN/LOSS ON INVESTMENTS 473,746
    CHANGE IN EQUITY INTEREST OF PROGRAM RELATED INVESTMENT 25,731,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMUNICATIONS CONSULTANT 189,984 0   189,984
    EMPLOYEE SEARCH/BENEFITS CONSULTANT 52,417 4,587   40,885
    INVESTMENT CONSULTANT 167,167 167,167   0
    INVESTMENT MANAGEMENT 93,489 93,489   0
    IT, DESIGN & ARCHITECTURE CONSULTANTS 31,420 2,749   24,508
    MISCELLANEOUS 12,197 1,068   9,514
    PROGRAM CONSULTANTS 208,659 0   208,659


    TY 2018 TaxesSchedule
    Name:
    RICHMOND MEMORIAL HEALTH FOUNDATION
    EIN:
    51-0211020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 39,010 3,413   30,428