POTOMAC HEALTH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POTOMAC HEALTH FOUNDATION (EIN 52-1340920)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-09-27
- IRS object ID
- 202322709349100112
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-27T11:58:05-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521340920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTOMAC HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTO | BusinessNameControlTxt |
| Phone | 7035230620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2296 OPITZ BLVD 200 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R MICHAEL SORENSEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7035230620 | PhoneNum |
| Signature | 2023-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | MICHAEL SORENSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2023-09-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $104,353,678 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,962,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,207,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,046,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,839,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,572,977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,576 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,009,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,860,447 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $149,694 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,454 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,317 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $162,329 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $92,952 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $71,765 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,165 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,901 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,324 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,324 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $710,829 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $652,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,679 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $36,607 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,203 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,203 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,482 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155,807 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,344 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,319,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $836,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,072,118 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,744,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,391,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $836,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,144,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$382,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,024,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $432,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,630 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $80,873 | AcctRcvblAmt |
| Acct Rcvbl BOY | $48,590 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $80,873 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $80,873 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $252,258 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $364,238 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $252,258 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $252,258 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $34,516 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $42,907 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $42,907 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $65 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $65 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $65 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $61,678,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,174,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,174,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,980,572 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,585,290 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,585,290 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,247,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,136,645 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,136,645 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,438 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,454 | LandBOYAmt |
| Land EOY | $10,805 | LandEOYAmt |
| Land EOYFMV | $10,805 | LandEOYFMVAmt |
| Total Assets BOY | $124,789,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,353,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $104,353,678 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $214,711 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $463,290 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,749,825 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,077,656 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $376,702 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $127,587 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,341,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,668,533 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $118,448,198 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,685,145 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,448,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,685,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,789,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,353,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,448,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$382,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $118,065,525 | SubtotalAmt |
| Other Decreases | $18,380,380 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,685,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $22,519,052 | $22,793,527 | -$274,475 | -$274,475 | |
| SEI GLOBAL PRIVATE ASSETS V LP | $21,739 | $21,739 | P | ||
| SEI GLOBAL PRIVATE ASSETS IV,LP | $187,720 | $187,720 | P | ||
| SEI CORE PROPERTY FUND LP | $317,212 | $317,212 | P | ||
| CAPITAL GAINS DIVIDENDS | $4,320,781 | $4,320,781 | $4,320,781 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,572,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $115,048 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $115,048 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,312 | OverpaymentAmt |
| Applied To ES Tax | $31,312 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.POTOMACHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ERIN MATTHEWS THOMAS | IndividualWithBooksNm |
| Phone | 7035230620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2296 OPITZ BOULEVARD SUITE 200 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN LIGA | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | EXECUTIVE DIRECTOR AS OF AUG 2022 | 40.00 | $35,769 | $8,226 | $150 |
| SUSIE LEE | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | EXECUTIVE DIRECTOR TO JUL 2022 | 40.00 | $113,925 | $26,203 | $400 |
| MARION M WALL | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | CHAIR | 4.00 | $0 | $0 | $0 |
| CAROL S SHAPIRO MD MBA | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | VICE-CHAIR | 4.00 | $0 | $0 | $0 |
| R MICHAEL SORENSEN | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | TREASURER | 3.00 | $0 | $0 | $0 |
| WAYNE MALLARD | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | SECRETARY | 2.00 | $0 | $0 | $0 |
| PAUL GADEN | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HOWARD L GREENHOUSE | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR EMERITUS TO AUG 2022 | 1.00 | $0 | $0 | $0 |
| SAM HILL EDD | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHIE JOHNSON | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHYLLIS MORGAN PHD | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALA S MORTAZAVI MD | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM M MOSS | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH PITKIN PHD | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLARICE TORAN MED | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN MATTHEWS THOMAS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2296 OPITZ BLVD SUITE 200 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SENIOR PROGRAM OFFIC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $101,050 | CompensationAmt |
| Employee Benefits | $23,241 | EmployeeBenefitsAmt |
| Expense Account | $600 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEI GLOBAL INSTITUTIONAL GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FREEDOM VALLEY DRIVE | AddressLine1Txt |
| City | OAKS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $652,479 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $112,390,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,623,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,623,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,689,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,934,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,546,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,546,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,736 | TotalTaxAmt |
| Distributable Before Adj | $5,462,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,462,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,462,978 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,144,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,144,678 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,462,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,425,432 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,144,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,425,432 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,719,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,743,732 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTION IN COMMUNITY THROUGH SERVICE INC | |||||||
| PO BOX 74 | DUMFRIES | VA | 22026 | PC | RENT & UTILITY ASSISTANCE PROGRAM | $15,000 | |
| ACTION IN COMMUNITY THROUGH SERVICE INC | |||||||
| PO BOX 74 | DUMFRIES | VA | 22026 | PC | OPERATING SUPPORT | $250,000 | |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | PC | SAFETYNET FINANCIAL ASSISTANCE FOR PRINCE WILLIAM COUNTY | $17,500 | |
| BOYS & GIRLS CLUB OF GREATER WASHINGTON | |||||||
| 4103 BENNING RD NE | WASHINGTON | DC | 20019 | PC | REFURBISH GYM AT BGCGWS HYLTON CLUB IN DALE CITY | $44,230 | |
| BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS) | |||||||
| 133 PARK STREET NE SUITE 3B | VIENNA | VA | 22180 | PC | SUPPLYING MENSTRUAL SUPPLIES & UNDERGARMENTS TO RESIDENTS OF PRINCE WILLIAM COUNTY | $37,785 | |
| BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS) | |||||||
| 133 PARK STREET NE SUITE 3B | VIENNA | VA | 22180 | PC | SUPPLYING MENSTRUAL SUPPLIES & UNDERGARMENTS TO EPWC & SFFXCO | $15,323 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | PC | TACKLING FOOD INSECURITY IN PRINCE WILLIAM COUNTY BOTH DURING AND POST-PANDEMIC | $35,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | PC | YOU ARE WHAT YOU EAT | $48,000 | |
| CAPITAL CARING HEALTH | |||||||
| 3180 FAIRVIEW PARK DRIVE SUITE 600 | FALLS CHURCH | VA | 22042 | PC | EXPANDING STAY AT HOME SERVICES | $38,820 | |
| CATCHAFIRE | |||||||
| 2000 P ST NW 240 | WASHINGTON | DC | 20036 | PC | CAPACITY BUILDING - FOUNDATION PLATFORM FEES | $77,500 | |
| CATHOLIC CHARITIES ARLINGTON DIOCESE MOTHER OF MERCY FREE MEDICAL CLINIC | |||||||
| 9380 FORESTWOOD LANE UNIT B | MANASSAS | VA | 20110 | PC | OPERATING SUPPORT | $150,000 | |
| COMMUNITY FOUNDATION OF NORTHERN VIRGINIA | |||||||
| 3201 JERMANTOWN ROAD SUITE 660 | FAIRFAX | VA | 22030 | PC | FINDING YOUR WAY BACK TO MENTAL HEALTH | $5,000 | |
| EDU-FUTURO | |||||||
| 2110 WASHINGTON BLVD THIRD FLOOR | ARLINGTON | VA | 22204 | PC | COVID-19 IMMIGRANT FAMILY SERVICES | $15,000 | |
| FOODS & FRIENDS INC | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | PC | SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS | $28,000 | |
| FOODS & FRIENDS INC | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | PC | SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS | $7,500 | |
| FORMED FAMILIES FORWARD | |||||||
| 4031 UNIVERSITY DRIVE SECOND FLOOR | FAIRFAX | VA | 22030 | PC | TRAUMA-INFORMED CARE FOR CHILDREN WITH DISABILITIES: EMPOWERING FAMILIES TO PARTNER FOR SAFETY | $20,667 | |
| GEORGE MASON UNIVERSITY OFFICE OF SPONSORED PROGRAMS | |||||||
| 4400 UNIVERSITY DRIVE MSN 4C6 | FAIRFAX | VA | 220304422 | PC | OPERATING SUPPORT | $125,000 | |
| GOOD SHEPHERD HOUSING AND FAMILY SERVICES | |||||||
| PO BOX 15096 | ALEXANDRIA | VA | 22309 | PC | HALO FOR HEALTH IMPROVEMENTS | $40,600 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | PC | ADDRESSING PATIENT SOCIAL DETERMINANTS OF HEALTH | $30,000 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | PC | OPERATING SUPPORT | $150,000 | 102 |
| HOUSE OF MERCY | |||||||
| 8170 FLANNERY COURT | MANASSAS | VA | 20109 | PC | COVID-19 FOOD INSECURITY RELIEF & ASSISTANCE | $15,000 | |
| INOVA HEALTH CARE SERVICES | |||||||
| 2740 PROSPERITY AVENUE SUITE 200 | FAIRFAX | VA | 22031 | PC | EXPANDING BEHAVIORAL HEALTH SERVICE CAPACITY IN PRINCE WILLIAM COUNTY | $145,853 | |
| INSTITUTE OF PUBLIC HEALTH INNOVATION | |||||||
| 1301 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | STRENGTHENING THE INFRASTRUCTURE OF THE COMMUNITY HEALTH COALITION OF GREATHER PRINCE WILLIAM COUNTY | $33,600 | 200 |
| LEGAL AID JUSTICE CENTER | |||||||
| 1000 PRESTON AVENUE | CHARLOTTESVILLE | VA | 22903 | PC | PROTECTING THE LIVES AND LIVELIHOODS OF LOW-INCOME IMMIGRANTS | $105,000 | |
| LLOYD F MOSS FREE CLINIC | |||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | PC | OPERATING SUPPORT | $155,000 | |
| LORTON COMMUNITY ACTION CENTER | |||||||
| 9518 RICHMOND HWY | LORTON | VA | 22079 | PC | CONTINUED COVID-19 RESPONSE | $15,000 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP (MCCP) FOUNDATION | |||||||
| 6699 SPRINGFIELD CENTER DRIVE SUITE | SPRINGFIELD | VA | 22150 | PC | EXPANDING HEALTH SERVCIES TO LORTON CHILDREN | $10,500 | 303 |
| NATIONAL COALITION OF 100 BLACK WOMEN | |||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | PC | OPERATING SUPPORT | $4,500 | |
| NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER | |||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | PC | OPERATING SUPPORT | $10,500 | |
| NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM (NAKASEC) | |||||||
| 4304 EVERGREEN LANE SUITE 104 | ANNANDALE | VA | 22003 | PC | STRENGTHENING COMMUNITY HEALTH CARE THROUGH SERVICE & ADVOCACY | $72,664 | |
| NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM (NAKASEC) | |||||||
| 4304 EVERGREEN LANE SUITE 104 | ANNANDALE | VA | 22003 | PC | STRENGTHENING COMMUNITY HEALTH CARE THROUGH SERVICE & ADVOCACY | $35,329 | |
| NORTHERN VIRGINIA FAMILY SERVICE | |||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | PC | AGENCY-WIDE EQUITY, DIVERSITY & INCLUSION TRAINING | $25,385 | |
| NORTHERN VIRGINIA FAMILY SERVICE | |||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | PC | OPERATING SUPPORT | $259,600 | |
| NORTHERN VIRGINIA FAMILY SERVICE (KIDS CONNECT) | |||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | PC | OPERATING SUPPORT | $38,400 | |
| NORTHERN VIRGINIA FOOD RESCUE | |||||||
| PO BOX 74 | DUMFRIES | VA | 22026 | PC | FOOD RESCUE EXPANSION | $122,500 | |
| NORTHERN VIRGINIA FOOD RESCUE | |||||||
| PO BOX 74 | DUMFRIES | VA | 22026 | PC | FOOD RESCUE EXPANSION | $52,500 | |
| NOVA SCRIPTSCENTRAL INC | |||||||
| 6400 ARLINGTON BOULEVARD SUITE 120 | FALLS CHURCH | VA | 22042 | PC | OPERATING SUPPORT | $230,000 | |
| NUEVA VIDA INC | |||||||
| 206 N WASHINGTON STREET SUITE 300 | ALEXANDRIA | VA | 22314 | PC | ACCESS & CONTINUITY OF CARE FOR MEDICALLY UNDERSERVED LATINAS | $105,000 | |
| PATHWAY HOMES | |||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | PC | PERMANENT SUPPORTIVE HOUSING | $175,000 | |
| PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 5148 | WOODBRIDGE | VA | 22194 | PC | COMBATING HUNGER ON WHEELS WAGON INITIATIVE | $38,696 | |
| PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 5148 | WOODBRIDGE | VA | 22194 | PC | COMBATING HUNGER ON WHEELS WAGON INITIATIVE | $15,000 | |
| PRINCE WILLIAM COUNTY COMMUNITY SERVICES | |||||||
| 7969 ASHTON AVENUE | MANASSAS | VA | 20109 | GOV | CRISIS RECEIVING AND STABILIZATION CENTER | $1,000,000 | |
| PRINCE WILLIAM DROP-IN CENTER | |||||||
| 13184 CENTERPOINTE WAY | WOODBRIDGE | VA | 22192 | PC | OPERATING SUPPORT | $51,500 | |
| PRINCE WILLIAM HEALTH DISTRICT | |||||||
| 9301 LEE AVENUE | MANASSAS | VA | 20110 | GOV | PLATFORM LICENSE FEE FOR "BE HEALTHY BE HAPPY PWHD" | $4,800 | |
| PROJECT MEND-A-HOUSE INC | |||||||
| 9500 TECHNOLOGY DRIVE SUITE 101 | MANASSAS | VA | 20110 | PC | REPAIRING FOR SAFE & HEALTHY HOMES | $60,000 | |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | PC | OPERATING SUPPORT | $50,000 | |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | PC | VIRTUAL AUDIT IMPROVEMENTS | $7,500 | |
| SCAN OF NOVA | |||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | PC | CHILDHOOD TRAUMA & HEALTH PROGRAMMATIC & OPERATIONS SUPPORT | $125,000 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | PC | OPERATING SUPPORT | $175,000 | |
| STAFFORD SCHOOL HEAD START | |||||||
| 610 GAYLE STREET | FALMOUTH | VA | 22405 | PC | CHILDREN'S HEALTH INSURANCE OUTREACH | $4,348 | |
| STAFFORD SCHOOLS HEAD START | |||||||
| 610 GAYLE STREET | FALMOUTH | VA | 22405 | PC | CHILDREN'S HEALTH INSURANCE OUTREACH | $10,144 | |
| STREETLIGHT COMMUNITY OUTREACH MINISTRIES | |||||||
| 14806 BLACKBURN ROAD | WOODBRIDGE | VA | 22191 | PC | REGISTERED NURSE POSITION FOR STREETLIGHT MEDICALLY FRAGILE SUPPORTIVE HOUSING AND SHELTER CLIENTS | $46,071 | |
| TAHIRIH JUSTICE CENTER | |||||||
| 6400 ARLINGTON BLVD SUITE 400 | FALLS CHURCH | VA | 22042 | PC | ADDRESSING SOCIAL DETERMINANTS OF HEALTH OF IMMIGRANT SURVIVORS OF GENDER-BASED VIOLENCE | $35,000 | |
| TENANTS AND WORKERS UNITED | |||||||
| 3801 MOUNT VERNON AVE 215 | ALEXANDRIA | VA | 22305 | PC | WOODBRIDGE EVICTION PREVENTION, HEALTH & HOUSING INFORMATION SHARING, AND COMMUNITY DEVELOPMENT | $37,198 | |
| TENANTS AND WORKERS UNITED | |||||||
| 3801 MOUNT VERNON AVE 215 | ALEXANDRIA | VA | 22305 | PC | WOODBRIDGE EVICTION PREVENTION, HEALTH & HOUSING INFORMATION SHARING, AND COMMUNITY DEVELOPMENT | $15,942 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | |||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | PC | BUILDING & IMPROVING CAPACITY | $52,500 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | |||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | PC | SUPPORTING INDIVIDUALS W/ DEVELOPMENTAL DISABILITIES & THEIR FAMILIES | $250,000 | |
| THE CHRIS ATWOOD FOUNDATION | |||||||
| PO BOX 9282 | RESTON | VA | 20195 | PC | REVIVE TO THRIVE | $75,985 | |
| THE FENWICK FOUNDATION | |||||||
| 23 N FENWICK STREET | ARLINGTON | VA | 22201 | PC | PROJECT ADAPT - DENTAL CARE FOR PRINCE WILLIAM COUNTY LOW-RESOURCE OLDER ADULTS | $21,000 | |
| THE GOOD NEWS COMMUNITY KITCHEN | |||||||
| 308 POPLAR ALLEY B | OCCOQUAN | VA | 22125 | PC | MOBILE MEALS | $52,500 | |
| THE GOOD NEWS COMMUNITY KITCHEN | |||||||
| 308 POPLAR ALLEY B | OCCOQUAN | VA | 22125 | PC | MOBILE MEALS | $15,000 | |
| THE HOUSE STUDENT LEADERSHIP CENTER | |||||||
| 1400 CROWN COURT SUITE 105 | WOODBRIDGE | VA | 22193 | PC | OPERATING SUPPORT | $250,000 | |
| THE VOLUNTARY ACTION CENTER OF PRINCE WILLIAM AREA INC | |||||||
| 9248 CENTER STREET | MANASSAS | VA | 20110 | PC | VETS - VETERANS ENHANCED TRANSPORTATION SERVICES | $35,000 | |
| THE WOMEN'S CENTER | |||||||
| 133 PARK STREET NE | VIENNA | VA | 22180 | PC | ENHANCED ACCESS TO MENTAL HEALTH PROGRAM | $52,500 | |
| TRILLIUM DROP-IN CENTER | |||||||
| 13184 CENTERPOINTE WAY | WOODBRIDGE | VA | 22193 | PC | BOOK SPONSORHIP | $4,000 | |
| VIRGINIA COMMUNITY FOOD CONNECTIONS | |||||||
| 406 PRINCESS ANNE STREET | FREDERICKSBURG | VA | 22401 | PC | OPERATING SUPPORT | $60,000 | |
| VIRGINIA DENTAL ASSOCIATION FOUNDATION | |||||||
| 3460 MARYLAND COURT SUITE 110 | RICHMOND | VA | 23233 | SO-DP | DONATED DENTAL SERVICES (DDS) PROGRAM | $17,500 | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION | |||||||
| 300 ARBORETUM PLACE SUITE 200 | RICHMOND | VA | 23219 | PC | PHF FELLOWS PROGRAM | $125,000 | |
| VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY | |||||||
| 1716 E FRANKLIN STREET | RICHMOND | VA | 23223 | PC | DEEPENING HEALTH ADVOCACY CAPACITY | $52,500 | |
| VIRGINIA POVERTY LAW CENTER | |||||||
| 919 E MAIN STREET SUITE 610 | RICHMOND | VA | 23219 | PC | ENROLL VIRGINIA - POTOMAC | $198,806 | |
| VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE) | |||||||
| 4444 ARLINGTON BLVD | ARLINGTON | VA | 22204 | PC | PRINCE WILLIAM COUNTY CRISIS STABILIZATION UNIT | $59,500 | |
| VOICES FOR VIRGINIA'S CHILDREN | |||||||
| 701 E FRANKLIN STREET SUITE 807 | RICHMOND | VA | 23219 | PC | EQUITABLE ACCESS TO TRAUMA-INFORMED CHILDREN'S MENTAL HEALTH SERVICES | $60,000 | |
| WORKHOUSE ARTS FOUNDATION INC | |||||||
| 9518 WORKHOUSE WAY BUILDING 16 | LORTON | VA | 22079 | PC | WORKHOUSE TESSITURA DATABASE IMPLEMENTATION | $31,500 | |
| WORKHOUSE ARTS FOUNDATION INC | |||||||
| 9518 WORKHOUSE WAY BUILDING 16 | LORTON | VA | 22079 | PC | WORKHOUSE MILITARY IN THE ARTS INITIATIVES | $77,050 | |
| YOUNG INVINCIBLES | |||||||
| 1411 K STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | HEALTHY YOUNG AMERICA - NOVA CAMPAIGN | $125,000 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | PC | COORDINATED BEHAVIORAL HEALTH SERVICES -DUMFRIES | $363,445 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | PC | YFT BEHAVIORAL MENTAL HEALTH SERVICES FOR THE UNDERSERVED | $58,500 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | PC | YFT BEHAVIORAL MENTAL HEALTH SERVICES FOR THE UNDERSERVED | $136,500 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | PC | BEHAVIORAL HEALTH SERVICES | $132,046 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,744,287 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN KIDNEY FUND | ||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | PC | SAFETYNET FINANCIAL ASSISTANCE FOR PRINCE WILLIAM COUNTY | $7,500 |
| BOYS & GIRLS CLUB OF GREATER WASHINGTON | ||||||
| 4103 BENNING RD NE | WASHINGTON | DC | 20019 | PC | REFURBISH GYM AT BGCGWS HYLTON CLUB IN DALE CITY | $18,955 |
| BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS) | ||||||
| 133 PARK STREET NE SUITE 3B | VIENNA | VA | 22180 | PC | SUPPLYING MENSTRUAL SUPPLIES & UNDERGARMENTS TO RESIDENTS OF PRINCE WILLIAM COUNTY | $16,194 |
| CAPITAL AREA FOOD BANK | ||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | PC | TACKLING FOOD INSECURITY IN PRINCE WILLIAM COUNTY BOTH DURING AND POST-PANDEMIC | $15,000 |
| FOODS & FRIENDS INC | ||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | PC | SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS | $12,000 |
| FORMED FAMILIES FORWARD | ||||||
| 4031 UNIVERSITY DRIVE SECOND FLOOR | FAIRFAX | VA | 22030 | PC | TRAUMA-INFORMED CARE FOR CHILDREN WITH DISABILITIES: EMPOWERING FAMILIES TO PARTNER FOR SAFETY | $8,858 |
| GOOD SHEPHERD HOUSING AND FAMILY SERVICES | ||||||
| PO BOX 15096 | ALEXANDRIA | VA | 22309 | PC | HALO FOR HEALTH IMPROVEMENTS | $17,400 |
| LEGAL AID JUSTICE CENTER | ||||||
| 1000 PRESTON AVENUE | CHARLOTTESVILLE | VA | 22903 | PC | PROTECTING THE LIVES AND LIVELIHOODS OF LOW-INCOME IMMIGRANTS | $45,000 |
| NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER | ||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | PC | OPERATING SUPPORT | $4,500 |
| NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM (NAKASEC) | ||||||
| 4304 EVERGREEN LANE SUITE 104 | ANNANDALE | VA | 22003 | PC | STRENGTHENING COMMUNITY HEALTH CARE THROUGH SERVICE & ADVOCACY | $31,142 |
| NORTHERN VIRGINIA FAMILY SERVICE (KIDS CONNECT) | ||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | PC | OPERATING SUPPORT | $9,600 |
| NORTHERN VIRGINIA FOOD RESCUE | ||||||
| PO BOX 74 | DUMFRIES | VA | 22026 | PC | FOOD RESCUE EXPANSION | $52,500 |
| PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC | ||||||
| PO BOX 5148 | WOODBRIDGE | VA | 22194 | PC | COMBATING HUNGER ON WHEELS WAGON INITIATIVE | $16,584 |
| PRINCE WILLIAM COUNTY COMMUNITY SERVICES | ||||||
| 7969 ASHTON AVENUE | MANASSAS | VA | 20109 | GOV | CRISIS RECEIVING AND STABILIZATION CENTER | $1,000,000 |
| STREETLIGHT COMMUNITY OUTREACH MINISTRIES | ||||||
| 14806 BLACKBURN ROAD | WOODBRIDGE | VA | 22191 | PC | REGISTERED NURSE POSITION FOR STREETLIGHT MEDICALLY FRAGILE SUPPORTIVE HOUSING AND SHELTER CLIENTS | $19,745 |
| TAHIRIH JUSTICE CENTER | ||||||
| 6400 ARLINGTON BLVD SUITE 400 | FALLS CHURCH | VA | 22042 | PC | ADDRESSING SOCIAL DETERMINANTS OF HEALTH OF IMMIGRANT SURVIVORS OF GENDER-BASED VIOLENCE | $15,000 |
| THE CHRIS ATWOOD FOUNDATION | ||||||
| PO BOX 9282 | RESTON | VA | 20195 | PC | REVIVE TO THRIVE | $32,565 |
| THE FENWICK FOUNDATION | ||||||
| 23 N FENWICK STREET | ARLINGTON | VA | 22201 | PC | PROJECT ADAPT - DENTAL CARE FOR PRINCE WILLIAM COUNTY LOW-RESOURCE OLDER ADULTS | $9,000 |
| THE GOOD NEWS COMMUNITY KITCHEN | ||||||
| 308 POPLAR ALLEY B | OCCOQUAN | VA | 22125 | PC | MOBILE MEALS | $22,500 |
| THE VOLUNTARY ACTION CENTER OF PRINCE WILLIAM AREA INC | ||||||
| 9248 CENTER STREET | MANASSAS | VA | 20110 | PC | VETS - VETERANS ENHANCED TRANSPORTATION SERVICES | $15,000 |
| THE WOMEN'S CENTER | ||||||
| 133 PARK STREET NE | VIENNA | VA | 22180 | PC | ENHANCED ACCESS TO MENTAL HEALTH PROGRAM | $22,500 |
| VIRGINIA DENTAL ASSOCIATION FOUNDATION | ||||||
| 3460 MARYLAND COURT SUITE 110 | RICHMOND | VA | 23233 | SO-DP | DONATED DENTAL SERVICES (DDS) PROGRAM | $7,500 |
| VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY | ||||||
| 1716 E FRANKLIN STREET | RICHMOND | VA | 23223 | PC | DEEPENING HEALTH ADVOCACY CAPACITY | $22,500 |
| VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE) | ||||||
| 4444 ARLINGTON BLVD | ARLINGTON | VA | 22204 | PC | PRINCE WILLIAM COUNTY CRISIS STABILIZATION UNIT | $25,500 |
| WORKHOUSE ARTS FOUNDATION INC | ||||||
| 9518 WORKHOUSE WAY BUILDING 16 | LORTON | VA | 22079 | PC | WORKHOUSE TESSITURA DATABASE IMPLEMENTATION | $13,500 |
| YOUTH FOR TOMORROW | ||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | PC | YFT BEHAVIORAL MENTAL HEALTH SERVICES FOR THE UNDERSERVED | $58,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,519,043 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,962,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,046,306 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,009,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,009,190 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $1,500 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTARY CLUB OF LAKE RIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | SPONSORSHIP OF 2022 CELEBRITY WAITER LUNCHEON | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,324 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,324 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI CORE FIXED INCOME FUND #285 | $22,424,046 | $22,424,046 |
| SEI SIIT REAL RETURN A | $1,821,283 | $1,821,283 |
| SIIT ULTRA SHORT DURATION BOND FUND | $5,339,961 | $5,339,961 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI ISHARES MSCI USA MIN VOL FACTOR ETF | $8,575,903 | $8,575,903 |
| SEI LARGE CAP FUND | $19,031,626 | $19,031,626 |
| SEI EXTENDED MKT INDEX-A | $2,719,614 | $2,719,614 |
| SEI WORLD EQUITY EX-US FUND | $7,176,354 | $7,176,354 |
| SEI STATE ST EMG MKT EQTY INDX-K | $2,494,925 | $2,494,925 |
| SEI STATE STREET GLB ALL CAP EQ X US IN | $6,175,783 | $6,175,783 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $65 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $65 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEI GLOBAL PRIVATE ASSETS V LP | FMV | $1,186,726 | $1,186,726 |
| SEI GLOBAL PRIVATE ASSETS IV LP | FMV | $4,210,237 | $4,210,237 |
| SEI SPECIAL SITUATIONS FUND LTD | FMV | $5,788,778 | $5,788,778 |
| SEI CORE PROPERTY FUND LP | FMV | $16,950,904 | $16,950,904 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE, EQUIPMENT AND TECHNOLOGY | CategoryOrItemTxt |
| Cost Or Other Basis | $61,243 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $50,438 | AccumulatedDepreciationAmt |
| Book Value | $10,805 | BookValueAmt |
| EOYFMV | $10,805 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $18,380,380 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | $33,655 | $0 | $35,655 |
| TECHNOLOGY EXPENSE | $19,415 | $0 | $13,915 |
| INSURANCE | $2,207 | $0 | $2,207 |
| BANK FEES | $50 | $50 | $0 |
| OTHER EXPENSES | $3,155 | $0 | $2,567 |
| SPONSORSHIPS | $16,000 | $0 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP DEDUCTIONS - ROYALTY INCOME | $0 | $354 | $0 |
| SEI GLOBAL PRIVATE ASSETS V LP OTHER DEDUCTIONS | $0 | $15,341 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP OTHER DEDUCTIONS | $0 | $92,972 | $0 |
| SEI CORE PROPERTY FUND LP OTHER DEDUCTIONS | $0 | $41,077 | $0 |
| SEI GLOBAL PRIVATE ASSETS V LP INVESTMENT INTEREST EXPENSE | $0 | $1,009 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP INVESTMENT INTEREST EXPENSE | $0 | $5,004 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SEI GLOBAL PRIVATE ASSETS V LP ORDINARY LOSS | $0 | -$1,357 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP ORDINARY INCOME | $0 | $9,712 | $0 |
| SEI GLOBAL PRIVATE ASSETS V LP RENTAL INCOME | $0 | $1 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP RENTAL LOSS | $0 | -$2,981 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP ROYALTY INCOME | $0 | $2,304 | $0 |
| SEI GLOBAL PRIVATE ASSETS V LP OTHER LOSS | $0 | -$41 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP OTHER INCOME | $0 | $29,782 | $0 |
| SEI CORE PROPERTY FUND LP OTHER INCOME | $0 | $42,156 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO RELATED PARTY | $18,254 | $24,626 |
| DEFERRED TAX LIABILITY | $358,448 | $102,961 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $58,350 | $0 | $58,350 |
| INVESTMENT MANAGEMENT FEES | $652,479 | $652,479 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $80,833 | $0 | $0 |
| SEI GLOBAL PRIVATE ASSETS V LP FOREIGN TAXES | $0 | $50 | $0 |
| SEI GLOBAL PRIVATE ASSETS IV LP FOREIGN TAXES | $0 | $331 | $0 |
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