POTOMAC HEALTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POTOMAC HEALTH FOUNDATION (EIN 52-1340920)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-08
- IRS object ID
- 202110679349100206
- Schema version
- 2019v5.2
- 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 | 2021-03-08T13:36:55-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | 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 NO 200 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSIE LEE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7035230620 | PhoneNum |
| Signature | 2021-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2021-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $109,559,427 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $544,463 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,087,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,394,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,895,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,416,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,895,064 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $126,688 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,653,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,289,998 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,739 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,961 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,778 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $143,416 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $89,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,463 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,487 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,976 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,034 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,034 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $667,734 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $625,149 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,585 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,633 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,582 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,506 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,229 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,229 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $513 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75,567 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,242,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $659,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $430,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,168,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,181,821 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,410,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $659,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,611,823 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,243,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,630,888 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,873 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,069 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $48,100 | AcctRcvblAmt |
| Acct Rcvbl BOY | $62,555 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $48,100 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $48,100 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $450,803 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $47,757 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $450,803 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $450,803 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $85,835 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,480 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,480 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,000,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,000,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,521,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,402,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,402,407 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $36,451,613 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,122,223 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,122,223 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,024,114 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,354,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,354,737 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,490 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,190 | LandBOYAmt |
| Land EOY | $1,608 | LandEOYAmt |
| Land EOYFMV | $1,608 | LandEOYFMVAmt |
| Total Assets BOY | $111,326,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,559,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,559,427 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $209,788 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $207,187 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,383,718 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,370,187 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $183,484 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $144,293 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,776,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,721,667 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $109,549,140 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $107,837,760 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,549,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,837,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,326,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,559,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,549,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,243,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $111,792,612 | SubtotalAmt |
| Other Decreases | $3,954,852 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,837,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES - SEI ACCT # 17100 | PropertyDesc |
| Sold | 2020-10-30 | SoldDt |
| Gross Sales Price | $54,416,365 | GrossSalesPriceAmt |
| Cost Or Other Basis | $52,521,301 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,895,064 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,895,064 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,895,064 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,641,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,583,852 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,562,672 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $110,334,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050416 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,850,615 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $106,530,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,247,271 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $98,321,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053369 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,980,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $100,254,131 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049676 | DistributionYr5Rt |
| Total Distribution | 0.251433 | TotalDistributionRt |
| Average Distribution | 0.050287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $107,760,260 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,418,940 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $76,309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,495,249 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,611,823 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $76,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,308 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,308 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,999 | OverpaymentAmt |
| Applied To ES Tax | $17,999 | 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 | SUSIE LEE | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| SUSIE LEE | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | EXECUTIVE DIRECTOR | 40.00 | $142,110 | $29,843 | $815 |
| MARION M WALL | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | CHAIR | 4.00 | $0 | $0 | $0 |
| CAROL S SHAPIRO MD | ||||||||
| 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 |
| HOWARD L GREENHOUSE | ||||||||
| 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 |
| WILLIAM M MOSS | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAM HILL EDD | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGAN PERRY | ||||||||
| 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 | SR. PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $90,002 | CompensationAmt |
| Employee Benefits | $18,900 | EmployeeBenefitsAmt |
| Expense Account | $1,018 | 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 | $625,227 | 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 | $109,195,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,401,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,401,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,641,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,760,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,388,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,388,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,309 | TotalTaxAmt |
| Distributable Before Adj | $5,311,704 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $126,687 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,438,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,438,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,611,823 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,611,823 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $76,309 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,535,514 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,438,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,414,068 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,611,823 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,414,068 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,197,755 | 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 | $4,240,636 | 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | COVID-19 | $50,000 | |
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | SECURITY AND TRANSPORTATION | $43,750 | |
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | ANNUAL IWALK FOR ACTS 2020 | $2,500 | |
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | BEHAVIORAL HEALTH TREATMENT FOR HOMELESS CLIENTS | $115,138 | |
| ACTION IN COMMUNITY THROUGH SERVICE (ACTS) | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | PRINCE WILLIAM FOOD RESCUE | $120,000 | |
| ALTERNATIVE PATHS TRAINING SCHOOL | ||||||||
| 2525 POINTE CENTER COURT SUITE 300 | DUMFRIES | VA | 22026 | NONE | PC | ACCESS TO HEALTH-APTS SCHOOL CLINICS | $19,068 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 555 11TH ST NW 300 | WASHINGTON | DC | 20004 | NONE | PC | RELAY FOR LIFE PRINCE WILLIAM COUNTY | $5,000 | |
| BOYS AND GIRLS CLUB OF GREATER WASHINGTON | ||||||||
| 4103 BENNING RD NE | WASHINGTON | DC | 20019 | NONE | PC | CAPACITY BUILDING: BUILDING YOUTH OUTCOMES OF HEALTH | $52,500 | |
| BOYS AND GIRLS CLUB OF GREATER WASHINGTON | ||||||||
| 4103 BENNING RD NE | WASHINGTON | DC | 20019 | NONE | PC | GREAT BIG KID CLUB CRUSADERS | $2,500 | |
| BRAIN INJURY SERVICES | ||||||||
| 8136 OLD KEENE MILL ROAD SUIE B-102 | SPRINGFIELD | VA | 22152 | NONE | PC | RECENTLY RELEASED WOMEN'S BRAIN INJURY AWARENESS AND ASSESSMENT | $45,122 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | YOU ARE WHAT YOU EAT | $160,839 | |
| CAPITAL CARING HEALTH | ||||||||
| 3180 FAIRVIEW PARK DRIVE SUITE 500 | FALLS CHURCH | VA | 22042 | NONE | PC | EXPANDING STAY AT HOME SERVICES | $139,554 | |
| CATCHAFIRE | ||||||||
| 2000 P ST NW 240 | WASHINGTON | DC | 20036 | NONE | PC | BRIDGING TALENT GAPS AND RESOURCES FOR NONPROFITS | $115,000 | |
| COMMUNITY FOUNDATION FOR NORTHERN VIRGINIA | ||||||||
| 2940 HUNTER MILL RD SUITE 201 | OAKTON | VA | 22124 | NONE | PC | COUNT THE REGION | $7,500 | |
| COMMUNITY FOUNDATION FOR NORTHERN VIRGINIA | ||||||||
| 2940 HUNTER MILL RD SUITE 201 | OAKTON | VA | 22124 | NONE | PC | COVID-19 | $100,000 | |
| CONSUMER HEALTH FOUNDATION | ||||||||
| 1400 16TH STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | REGIONAL PRIMARY CARE COALITION | $7,500 | |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||||
| 9384 FORESTWOOD LANE SUITE C | MANASSAS | VA | 20110 | NONE | PC | 2020 EVENING UNDER THE STARS | $2,500 | |
| FOOD AND FRIENDS INC | ||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | PC | NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS | $17,500 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | MASON AND PARTNERS CLINIC - COVID-19 | $20,000 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | MULTIDISCIPLINARY PROGRAM FOR CHILDHOOD OBESITY TREATMENT AMONG LATINO COMMUNITIES | $127,176 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | INTEGRATING SERVICES TO IMPROVE SOCIAL DETERMINANTS OF HEALTH | $41,310 | |
| GEORGE MASON UNIVERSITY FOUNDATION | ||||||||
| 4400 UNIVERSITY DRIVE MS 143 | FAIRFAX | VA | 22030 | NONE | PC | PHF SCHOLARSHIP AT THE COLLEGE OF HEALTH AND HUMAN SERVICES | $70,000 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | COVID-19 | $50,000 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | INCREASE MEDICAL ACCESS | $18,000 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | BRIDGING THE BEHAVIORAL HEALTH GAP - GPWCHC/GMU PRECEPTORSHIP PIPELINE | $58,500 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | ENHANCED EXPANDED ACCESS-2020 | $180,515 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 | 102 |
| HOUSING VIRGINIA | ||||||||
| 203 N ROBINSON STREET | RICHMOND | VA | 23220 | NONE | PC | HOUSING, HEALTH RESEARCH AND COMMUNITY ENGAGEMENT | $17,500 | |
| INOVA HEALTH CARE SERVICES | ||||||||
| 2740 PROSPERITY AVENUE SUITE 200 | FAIRFAX | VA | 22031 | NONE | PC | EXPANDING BEHAVIORAL HEALTH SERVICE CAPACITY IN PRINCE WILLIAM COUNTY | $145,417 | |
| INSTITUTE OF PUBLIC HEALTH INNOVATION | ||||||||
| 1250 CONNECTICUT AVE NW SUITE 601 | WASHINGTON | DC | 20036 | NONE | PC | HEALTH EQUITY AND THE COMMUNITY HEALTHCARE COALITION OF GREATER PRINCE WILLIAM | $78,749 | |
| KOREAN AMERICAN OUTREACH GROUP | ||||||||
| 8280 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 22031 | NONE | PC | PREVENT STOMACH AND LIVER CANCER | $17,500 | SUITE 600 |
| LEADERSHIP PRINCE WILLIAM | ||||||||
| 9720 CAPITAL COURT SUITE 204 | MANASSAS | VA | 20110 | NONE | PC | SIGNATURE PROGRAM SCHOLARSHIP FOR PEOPLE OF COLOR | $16,500 | |
| LLOYD F MOSS FREE CLINIC | ||||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | COVID-19 | $10,000 | |
| LLOYD F MOSS FREE CLINIC | ||||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | COMMUNITY BRIDGE - ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH | $33,000 | |
| LLOYD F MOSS FREE CLINIC | ||||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL OPERATING SUPPORT | $46,500 | |
| MASON & PARTNERS CLINIC (GMU) | ||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| METROPOLITAN WASHINGTON COUNCIL OF GOVERNMENTS | ||||||||
| 777 NORTH CAPITAL STREET NE SUITE | WASHINGTON | DC | 20002 | NONE | GOV | HOC VCU RACIAL EQUITY REPORT | $2,000 | 300 |
| MOTHER OF MERCY | ||||||||
| 230 CHURCH AVE PO BOX 676 | ALBANY | MN | 56307 | NONE | PC | COVID-19 | $50,000 | |
| NAMI | ||||||||
| PO BOX 1423 | WOODBRIDGE | VA | 22195 | NONE | PC | LATINX MENTAL HEALTH AWARENESS | $25,000 | |
| NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER | ||||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | NONE | PC | RESPONDING AND PROTECTING MS STUDENTS, PARENTS, ADOLESCENTS, AND ADULTS | $43,107 | |
| NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER | ||||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | NONE | PC | RESPONDING & PROTECTING (RAP) MIDDLE SCHOOL STUDENTS AND PARENTS | $43,200 | |
| NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM (NAKASEC) AND CASA | ||||||||
| 4304 EVERGREEN LN SUITE 104 | ANNANDALE | VA | 22003 | NONE | PC | STRENGTHENING COMMUNITY HEALTH CARE THROUGH SERVICE AND ADVOCACY | $188,119 | |
| NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM (NAKASEC) AND CASA | ||||||||
| 4304 EVERGREEN LN SUITE 104 | ANNANDALE | VA | 22003 | NONE | PC | BUILDING POWER THROUGH HEALTH | $74,852 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | MENTAL HEALTH FOR FAMILIES WITH CHILDREN | $30,096 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | COVID-19 | $40,000 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | MENTAL HEALTH FOR FAMILIES WITH CHILDREN | $95,098 | |
| NORTHERN VIRGINIA FAMILY SERVICES (NVFS) PEDIATRIC PRIMARY CARE PROJECT (PP | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | GENERAL OPERATING SUPPORT | $11,500 | |
| NOVA SCRIPTSCENTRAL INC | ||||||||
| 6400 ARLINGTON BOULEVARD SUITE 120 | FALLS CHURCH | VA | 22042 | NONE | PC | COVID-19 | $20,000 | |
| NOVA SCRIPTSCENTRAL INC | ||||||||
| 6400 ARLINGTON BOULEVARD SUITE 120 | FALLS CHURCH | VA | 22042 | NONE | PC | GENERAL OPERATING SUPPORT | $66,423 | |
| NUEVA VIDA INC | ||||||||
| 5225 WISCONSIN AVENUE NW SUITE 503 | WASHINGTON | DC | 20015 | NONE | PC | INCREASING CANCER PREVENTION AND IMPROVING CONTINUITY OF CARE TO UNDERSERVED LATINAS IN PWC | $104,799 | |
| PATHWAY HOMES | ||||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PC | PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS WITH SERIOUS MENTAL ILLNESSES | $175,000 | |
| POSTPARTUM SUPPORT VIRGINIA | ||||||||
| PO BOX 7521 | ARLINGTON | VA | 22207 | NONE | PC | SUPPORT FOR WOMEN EXPERIENCING POSTPARTUM DEPRESSION | $53,206 | |
| PRINCE WILLIAM AREA AGENCY ON AGING | ||||||||
| 9320 MOSBY ST | MANASSAS | VA | 20110 | NONE | PC | TRAINING TO BUILD PROFESSIONAL SKILLS OF STAFF | $105,000 | |
| PRINCE WILLIAM AREA FREE CLINIC | ||||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | NONE | PC | GENERAL OPERATING SUPPORT | $38,006 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | ||||||||
| 14715 BRISTOW RD | MANASSAS | VA | 20112 | NONE | PC | EXAMINING OUR DIMENSIONS OF CULTURE TO CULTIVATE CULTURALLY RESPONSIVE LEARNING ENVIRONMENTS. | $12,356 | |
| PRINCE WILLIAM DROP-IN CENTER | ||||||||
| 13184 CENTERPOINTE WAY | WOODBRIDGE | VA | 22192 | NONE | PC | OUTREACH & EDUCATION | $15,450 | |
| PROJECT MEND-A-HOUSE INC | ||||||||
| 9500 TECHNOLOGY DRIVE SUITE 101 | MANASSAS | VA | 20110 | NONE | PC | BUILDING FOR THE FUTURE | $18,000 | |
| PROJECT MEND-A-HOUSE INC | ||||||||
| 9500 TECHNOLOGY DRIVE SUITE 101 | MANASSAS | VA | 20110 | NONE | PC | HOME REPAIRS AND MODIFICATIONS FOR THOSE WHO CAN'T AFFORD THESE REPAIRS | $42,000 | |
| RX PARTNERSHIP | ||||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SCAN OF NORTHERN VIRGINIA | ||||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | NONE | PC | BUILDING RESIIENT YOUTH AND FAMILIES IN PWC | $85,648 | |
| SCAN OF NORTHERN VIRGINIA | ||||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | NONE | PC | IMMIGRANT FAMILY REUNIFICATION: BUILDING RESILIENT YOUTH AND FAMILIES | $36,706 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | GENERAL OPERATING SUPPORT | $52,500 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | MOBILE HEALTH CLINIC REPLACEMENT PROJECT | $166,950 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | IN-PERSON INTERPRETER | $60,390 | |
| SPARK | ||||||||
| 67 E MADISON SUITE 2101 | CHICAGO | IL | 60603 | NONE | PC | GENERAL OPERATIONS | $1,500 | |
| STAFFORD SCHOOLS HEAD START | ||||||||
| 610 GAYLE STREET | FALMOUTH | VA | 22405 | NONE | PC | STAFFORD CHILDREN'S HEALTH INSURANCE OUTREACH PROGRAM | $14,492 | |
| THE ARC OF GREATER PRINCE WILLIAM | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | VOSAC III | $33,862 | |
| THE ARC OF GREATER PRINCE WILLIAM | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | INCREASE AGENCY CAPACITY TO BETTER SERVE PERSONS WHO ARE DUALLY DIAGNOSED (DD/MH) | $14,512 | |
| THE ARC OF GREATER PRINCE WILLIAM | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | PURCHASE MEDICAL EQUIPMENT | $175,000 | |
| THE COMMONWEALTH INSTITUTE | ||||||||
| PO BOX 473 | MAYNARD | MA | 01754 | NONE | PC | POWER-BUILDING FOR RACIAL AND HEALTH EQUITY IN THE PHF REGION AND VA | $42,000 | |
| THE HOUSE INC | ||||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | NONE | PC | COVID-19 | $20,000 | |
| THE HOUSE INC | ||||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | NONE | PC | THE OFFICE ON YOUTH MENTAL HEALTH AND WELLNESS | $202,000 | |
| THE VIRGINIA CIVIC ENGAGEMENT TABLE | ||||||||
| 1705 E MAIN ST | RICHMOND | VA | 23223 | NONE | PC | VIRGINIA COUNTS COALITION (VCC) - COMPLETE COUNT COMMITTEES | $7,500 | |
| TRILLIUM DROP-IN CENTER | ||||||||
| 13184 CENTERPOINTE WAY | WOODBRIDGE | VA | 22193 | NONE | PC | MARKETING OUTREACH | $36,050 | |
| VA CONSORTIUM FOR HEALTH PHILANTHROPY | ||||||||
| 112 NORTH MAIN STREET PO BOX 1606 | HOPEWELL | VA | 23860 | NONE | PC | ADVOCACY FOR COMPREHENSIVE DENTAL FOR MEDICAID ENROLLED ADULTS | $25,000 | |
| VIRGINIA COMMUNITY FOOD CONNECTIONS | ||||||||
| 1287 CENTRAL PARK BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | IMPROVING SNAP ACCESS TO AFFORDABLE FRESH FOOD FOR COMMUNITY HEALTH | $40,953 | |
| VIRGINIA COMMUNITY FOOD CONNECTIONS | ||||||||
| 1287 CENTRAL PARK BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | FRESH FOOD ACCESS FOR COMMUNITY HEALTH | $17,552 | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION | ||||||||
| 101 N 14TH STREET | RICHMOND | VA | 23219 | NONE | PC | POTOMAC HEALTH FOUNDATION FELLOWS PROGRAM | $125,000 | |
| VIRGINIA FUNDERS NETWORK | ||||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | NONE | PC | PATH PARTNERSHIPS FOR SUPPORT OF VFN | $10,000 | |
| VIRGINIA HEALTH CATALYST (FORMERLY VIRGINIA ORAL HEALTH COALITION) | ||||||||
| 4200 INNSLAKE DR 202 | GLEN ALLEN | VA | 23060 | NONE | PC | 2020 VIRTUAL VA ORAL HEALTH SUMMIT | $2,500 | |
| VIRGINIA HEALTH CATALYST (VIRGINIA ORAL HEALTH COALITION) | ||||||||
| 4200 INNSLAKE DR 202 | GLEN ALLEN | VA | 23060 | NONE | PC | 2019 VA ORAL HEALTH SUMMIT | $2,000 | |
| VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY | ||||||||
| 1716 E FRANKLIN ST | RICHMOND | VA | 23223 | NONE | PC | HEALTH CARE HOPE: EXPANDING MEDICAID THROUGH CONGREGATIONAL OUTREACH | $60,000 | |
| VIRGINIA POVERTY LAW CENTER | ||||||||
| 919 E MAIN ST 610 | RICHMOND | VA | 23219 | NONE | PC | ENROLL VIRGINIA - POTOMAC | $198,806 | |
| VIRGINIA TECH FOUNDATION | ||||||||
| 902 PRICES FORK RD | BLACKSBURG | VA | 24061 | NONE | PC | COOKWARE FOR NUTRITION EDUCATION PROGRAM | $4,000 | |
| VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE) | ||||||||
| 4444 ARLINGTON BLVD | ARLINGTON | VA | 22204 | NONE | PC | CAP BLDG FOR HOUSING AND EVICTIONS RELATED TO COVID-19 | $25,000 | |
| VOICES FOR VIRGINIA'S CHILDREN | ||||||||
| 701 E FRANKLIN STREET SUITE 807 | RICHMOND | VA | 23219 | NONE | PC | CAMPAIGN FOR CHILDREN'S MENTAL HEALTH | $18,000 | |
| VOICES FOR VIRGINIA'S CHILDREN | ||||||||
| 701 E FRANKLIN STREET SUITE 807 | RICHMOND | VA | 23219 | NONE | PC | EQUITABLE ACCESS TO TRAUMA-INFORMED CHILDREN'S MENTAL HEALTH SERVICES | $42,000 | |
| WORKHOUSE ARTS FOUNDATION INC | ||||||||
| 9518 WORKHOUSE WAY | LORTON | VA | 22079 | NONE | PC | WORKHOUSE ARTS CENTER - MILITARY IN THE ARTS INITIATIVE | $23,115 | |
| WORKHOUSE ARTS FOUNDATION INC | ||||||||
| 9518 WORKHOUSE WAY | LORTON | VA | 22079 | NONE | PC | WORKHOUSE ARTS CENTER - MILITARY IN THE ARTS INITIATIVE | $53,935 | |
| YOUNG INVINCIBLES | ||||||||
| 1411 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY YOUNG AMERICA-NORTHERN VIRGINIA CAMPAIGN | $125,000 | |
| YOUTH FOR TOMORROW | ||||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | NONE | PC | YFT MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR THE UNDERSERVED | $195,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,181,821 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | PRINCE WILLIAM FOOD RESCUE | $36,000 | |
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22003 | NONE | PC | BEHAVIORAL HEALTH TREATMENT FOR HOMELESS CLIENTS | $34,500 | |
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | SECURITY AND TRANSPORTATION | $18,750 | |
| ALTERNATIVE PATHS TRAINING SCHOOL | ||||||||
| 2525 POINTE CENTER COURT SUITE 300 | DUMFRIES | VA | 22026 | NONE | PC | ACCESS TO HEALTH-APTS SCHOOL CLINICS | $8,172 | |
| BOYS AND GIRLS CLUB OF GREATER WASHINGTON | ||||||||
| 4103 BENNING RD NE | WASHINGTON | DC | 20019 | NONE | PC | CAPACITY BUILDING: BUILDING YOUTH OUTCOMES OF HEALTH | $22,500 | |
| BRAIN INJURY SERVICES | ||||||||
| 8136 OLD KEENE MILL ROAD SUIE B-102 | SPRINGFIELD | VA | 22152 | NONE | PC | RECENTLY RELEASED WOMEN'S BRAIN INJURY AWARENESS AND ASSESSMENT | $19,338 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | YOU ARE WHAT YOU EAT | $48,000 | |
| CAPITAL CARING HEALTH | ||||||||
| 3180 FAIRVIEW PARK DRIVE SUITE 500 | FALLS CHURCH | VA | 22042 | NONE | PC | EXPANDING STAY AT HOME SERVICES | $59,808 | |
| FOOD AND FRIENDS INC | ||||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | PC | NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS | $7,500 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | VALE A MULTIDISCIPLINARY PROGRAM FOR CHILDHOOD OBESITY TREATMENT AMONT LATINO COMMUNITIES | $38,153 | |
| GEORGE MASON UNIVERSITY FOUNDATION | ||||||||
| 4400 UNIVERSITY DRIVE MS 143 | FAIRFAX | VA | 22030 | NONE | PC | PHF SCHOLARSHIP AT THE COLLEGE OF HEALTH AND HUMAN SERVICES | $30,000 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | ENHANCED EXPANDED ACCESS 2020 | $77,363 | 102 |
| HOUSING VIRGINIA | ||||||||
| 203 N ROBINSON STREET | RICHMOND | VA | 23220 | NONE | PC | HOUSING AND HEALTH RESEARCH AND COMMUNITY ENGAGEMENT | $7,500 | |
| INOVA HEALTH CARE SERVICES | ||||||||
| 2740 PROSPERITY AVENUE SUITE 200 | FAIRFAX | VA | 22031 | NONE | PC | EXPANDING BEHAVIORAL HEALTH SERVICE CAPACITY IN PWC | $43,626 | |
| INSTITUTE OF PUBLIC HEALTH INNOVATION | ||||||||
| 1250 CONNECTICUT AVE NW SUITE 601 | WASHINGTON | DC | 20036 | NONE | PC | HEALTH EQUITY AND THE COMMUNITY HEALTHCARE COALITION OF GREATER PRINCE WILLIAM | $33,749 | |
| KOREAN AMERICAN OUTREACH GROUP | ||||||||
| 8280 WILLOW OAKS CORPORATE DRIVE | FAIRFAX | VA | 22031 | NONE | PC | PREVENT STOMACH AND LIVER CANCER | $7,500 | SUITE 600 |
| LLOYD F MOSS FREE CLINIC | ||||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | COMMUNITY BRIDGE-ADDRESSING THE SOCIAL DETERMINANT OF HEALTH | $9,000 | |
| NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER | ||||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | NONE | PC | RESPONDING AND PROTECTING MS STUDENTS, PARENTS, ADOLESCENTS, AND ADULTS | $18,474 | |
| NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM | ||||||||
| 4304 EVERGREEN LN SUITE 104 | ANNANDALE | VA | 22003 | NONE | PC | STRENGTHENING COMMUNITY HEALTH CARE THROUGH SERVICE AND ADVOCACY | $80,622 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | MENTAL HEALTH FOR FAMILIES WITH CHILDREN | $40,756 | |
| NUEVA VIDA INC | ||||||||
| 5225 WISCONSIN AVENUE NW SUITE 503 | WASHINGTON | DC | 20015 | NONE | PC | INCREASING CANCER PREVENTION AND IMPROVING CONTINUITY OF CARE TO UNDERSERVED LATINAS IN PWC | $31,500 | |
| PATHWAY HOMES | ||||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PC | PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS WITH SERIOUS MENTAL ILLNESSES | $52,500 | |
| POSTPARTUM SUPPORT VIRGINIA | ||||||||
| PO BOX 7521 | ARLINGTON | VA | 22207 | NONE | PC | SUPPORT FOR WOMEN EXPERIENCING POSTPARTUM DEPRESSION: WOODBRIDGE MATERNAL MENTAL HEALTH COALITION | $15,900 | |
| PRINCE WILLIAM AREA AGENCY ON AGING | ||||||||
| 9320 MOSBY ST | MANASSAS | VA | 20110 | NONE | PC | TRANINGS TO BUILD PROFESSIONAL SKILLS OF STAFF | $45,000 | |
| PROJECT MEND-A-HOUSE INC | ||||||||
| 9500 TECHNOLOGY DRIVE SUITE 101 | MANASSAS | VA | 20110 | NONE | PC | HOME REPAIRS AND MODIFICATIONS FOR THOSE WHO CAN NOT AFFORD THESE REPAIRS THEMSELVES | $18,000 | |
| SCAN OF NORTHERN VIRGINIA | ||||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | NONE | PC | BUILDING RESILIENT YOUTH AND FAMILIES IN PWC | $36,707 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | MOBILE HEALTH CLINIC REPLACEMENT PROJECT | $71,550 | |
| STAFFORD SCHOOLS HEAD START | ||||||||
| 610 GAYLE STREET | FALMOUTH | VA | 22405 | NONE | PC | STAFFORD CHILDREN'S INSURANCE OUTREACH PROGRAM | $4,348 | |
| THE ARC OF GREATER PRINCE WILLIAM | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22405 | NONE | PC | PURCHASE MEDICAL EQUIPMENT | $75,000 | |
| THE ARC OF GREATER PRINCE WILLIAM | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22405 | NONE | PC | VOSAC III | $14,513 | |
| THE COMMONWEALTH INSTITUTE | ||||||||
| PO BOX 473 | MAYNARD | MA | 01754 | NONE | PC | POWER-BUILDING FOR RACIAL AND HEALTH EQUITY IN THE PHF REGION AND VA | $18,000 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | ||||||||
| 1400 16TH STREET NW SUITE 710 | WOODBRIDGE | VA | 22193 | NONE | PC | THE OFFICE ON YOUTH MENTAL HEALTH AND WELLNESS | $60,600 | |
| TRILLIUM DROP-IN CENTER | ||||||||
| 13184 CENTERPOINTE WAY | WOODBRIDGE | VA | 22193 | NONE | PC | MARKETING OUTREACH | $15,450 | |
| VA CONSORTIUM FOR HEALTH PHILANTHROPY | ||||||||
| 112 NORTH MAIN STREET PO BOX 1606 | HOPEWELL | VA | 23860 | NONE | PC | IMPROVING SNAP ACCESS TO AFFORDABLE FRESH FOOD FOR COMMUNITY HEALTH | $17,551 | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION | ||||||||
| 101 N 14TH STREET | RICHMOND | VA | 23219 | NONE | PC | PHF FELLOW PRGRAM | $37,500 | |
| VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY | ||||||||
| 1716 E FRANKLIN ST | RICHMOND | VA | 23223 | NONE | PC | HEALTH CARE HOPE: EXPANDING MEDICAID THROUGH CONGRESSIONAL OUTREACH | $18,000 | |
| VIRGINIA POVERTY LAW CENTER | ||||||||
| 919 E MAIN ST 610 | RICHMOND | VA | 23219 | NONE | PC | ENROLL VIRGINIA- POTOMAC | $59,642 | |
| VOICES FOR VIRGINIA'S CHILDREN | ||||||||
| 701 E FRANKLIN STREET SUITE 807 | RICHMOND | VA | 23219 | NONE | PC | EQUITABLE ACCESS TO TRAUMA-INFORMED CHILDREN'S MENTAL HEALTH SERVICES | $18,000 | |
| WORKHOUSE ARTS FOUNDATION INC | ||||||||
| 9518 WORKHOUSE WAY | LORTON | VA | 22079 | NONE | PC | WORKHOUSE MILITARY ARTS INITIATIVE | $23,115 | |
| YOUNG INVINCIBLES | ||||||||
| 1411 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY YOUNG AMERICA - NOVA CAMPAIGN | $37,500 | |
| YOUTH FOR TOMORROW | ||||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | NONE | PC | MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR THE UNDERSERVED | $58,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,370,187 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $395 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,087,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,895,064 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERY | Desc |
| Related Or Exempt Function Incm | $126,688 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,982,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $126,688 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,109,470 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | GRANTS PREVIOUSLY USED AS A QUALIFYING DISTRIBUTION THAT WAS LATER REFUNDED. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | 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 |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $52,034 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,034 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI CORE FIXED INCOME FUND #285 | $26,161,329 | $26,161,329 |
| SIIT ULTRA SHORT DURATION BOND FUND | $2,854,249 | $2,854,249 |
| SEI SIIT REAL RETURN A | $2,106,645 | $2,106,645 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI LARGE CAP FUND | $23,646,363 | $23,646,363 |
| SEI EXTENDED MKT INDEX-A | $3,578,376 | $3,578,376 |
| SEI EMERGING MRKTS EQ-A | $3,641,975 | $3,641,975 |
| SEI GLOBAL MGD VOLATILITY FD | $7,218,289 | $7,218,289 |
| SEI WORLD EQUITY EX-US FUND | $9,086,570 | $9,086,570 |
| SEI U.S. MANAGED VOL FUND | $7,230,834 | $7,230,834 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,000,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,000,000 | 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 CORE PROPERTY FUND LP | FMV | $11,560,162 | $11,560,162 |
| SEI SPECIAL SITUATIONS FUND LTD | FMV | $5,168,289 | $5,168,289 |
| SEI GPA IV PRIVATE EQUITY FUND (GLOBAL PRIVATE ASSETS) | FMV | $1,537,175 | $1,537,175 |
| SEI GLOBAL PRIVATE ASSETS V (P), L.P | FMV | $89,111 | $89,111 |
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 | $49,098 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $47,490 | AccumulatedDepreciationAmt |
| Book Value | $1,608 | BookValueAmt |
| EOYFMV | $1,608 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $3,954,852 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | $38,002 | $0 | $45,865 |
| TECH EXPENSE | $18,530 | $0 | $20,113 |
| OTHER EXPENSE | $46,096 | $157 | $7,382 |
| INSURANCE | $2,207 | $0 | $2,207 |
| SEI CORE PROPERTY FUND, LP OTHER DEDUCTIONS | $0 | $356 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERY | Desc |
| Revenue And Expenses Per Books | $126,688 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $126,688 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO RELATED PARTY | $23,562 | $23,919 |
| DEFERRED TAX LIABILITY | $159,922 | $120,374 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $42,585 | $0 | $42,585 |
| INVESTMENT MANAGEMENT FEES | $625,149 | $625,149 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $33,633 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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