POTOMAC HEALTH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- POTOMAC HEALTH FOUNDATION (EIN 52-1340920)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-03-11
- IRS object ID
- 201900709349100515
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-11T16:50:09-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | 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 N 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 | 2017-11-01 | 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 BOULEVARD 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 | 2019-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IVY BECKHAM | PreparerPersonNm |
| PTIN | P01316131 | PTIN |
| Phone | 5712279500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-11 | IPDt |
| IP Tm | 10:13:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 117C9FDD72C608EEAC637569487DFDD6D3A36660 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 117C9FDD72C608EEAC637569487DFDD6D3A36660 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,675,103 | 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 | $4,090 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $335 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $335 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,238,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,521,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,988,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,779,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,988,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,231,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,510,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,945 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,942 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $113,003 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $157,587 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $113,115 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,012 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,188 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,824 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,576 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,080 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,326 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,806 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $638,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $596,085 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,550 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,142 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $32,525 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,929 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,929 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,622 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,112 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,234,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $670,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $461,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,598,812 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,159,651 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,832,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $670,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,621,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $398,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,839,784 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,997 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $70,477 | AcctRcvblAmt |
| Acct Rcvbl BOY | $60,475 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $70,477 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $70,477 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $142,521 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $228,858 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $142,521 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $142,521 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $43,656 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $57,558 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $57,558 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $51,290,946 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,492,289 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,492,289 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $42,002,461 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $41,951,154 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $41,951,154 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,968,993 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,887,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,887,722 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $47,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,713 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,077 | LandBOYAmt |
| Land EOY | $6,385 | LandEOYAmt |
| Land EOYFMV | $6,385 | LandEOYFMVAmt |
| Total Assets BOY | $111,686,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,675,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,675,103 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $192,253 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $209,270 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,451,944 | GrantsPayableBOYAmt |
| Grants Payable EOY | $891,105 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $186,590 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $151,526 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,830,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,251,901 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $109,855,476 | UnrestrictedBOYAmt |
| Unrestricted EOY | $106,423,202 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,855,476 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,423,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,686,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,675,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,855,476 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $398,236 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $110,253,712 | SubtotalAmt |
| Other Decreases | $3,830,510 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,423,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (131 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SEI CORE PROPERTY FUND, LLC | P | $0 | $0 | ||
| 8.82 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $9 | $9 | |
| 56,609.73 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $56,610 | $56,610 | |
| 39.722 UNITS OF SEI LARGE CAP INDEX FUND (LCIAX) | $655 | $655 | $7,768 | $7,113 | |
| 655.717 UNITS OF SEI CORE FIXED INCOME FUND (SCOAX) | -$17 | -$17 | $6,741 | $6,758 | |
| 300.586 UNITS OF SEI WORLD EQUITY EX-US FUND (WEUSX) | $708 | $708 | $4,139 | $3,431 | |
| 295.327 UNITS OF SEI GLOBAL MGD VOLATILITY FD (SGMAX) | $1,052 | $1,052 | $3,627 | $2,575 | |
| 252.104 UNITS OF EMERGING MRKTS DEBT FUND (SEDAX) | -$101 | -$101 | $2,602 | $2,703 | |
| 313.081 UNITS OF SEI OPPORTUNISTIC INC FD-A (ENIAX) | $37 | $37 | $2,602 | $2,565 | |
| 131.134 UNITS OF SEI DYNAMIC ASSET ALLOC FUND (SDLAX) | $379 | $379 | $2,602 | $2,223 | |
| 109.499 UNITS OF SEI SMALL CAP FUND (SLPAX) | $671 | $671 | $2,089 | $1,418 | |
| 134.964 UNITS OF U.S. MANAGED VOL FUND (SVYAX) | $458 | $458 | $2,089 | $1,631 | |
| 257.296 UNITS OF SEI MULTI ASSET REAL RETURN (SEIAX) | -$224 | -$224 | $2,089 | $2,313 | |
| 170.251 UNITS OF HIGH YIELD BOND FUND (SGYAX) | $0 | $0 | $1,537 | $1,537 | |
| 134.975 UNITS OF SEI EMERGING MRKTS EQ-A (SMQFX) | $362 | $362 | $1,537 | $1,175 | |
| 56,083.82 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $56,084 | $56,084 | |
| 143,844.78 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $143,845 | $143,845 | |
| 14,398.878 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | $13 | $13 | $143,845 | $143,832 | |
| 20,020.02 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | $18 | $18 | $200,000 | $199,982 | |
| 43,029.37 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | $39 | $39 | $429,863 | $429,824 | |
| 1,210,689.31 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $1,210,689 | $1,210,689 | |
| 1,210,689.31 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $1,210,689 | $1,210,689 | |
| 14,114.115 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | $8 | $8 | $141,000 | $140,992 | |
| 391,860.37 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $391,860 | $391,860 | |
| 391,860.37 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $391,860 | $391,860 | |
| 88.81 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $89 | $89 | |
| 850,695.16 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $850,695 | $850,695 | |
| 40,425.33 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $40,425 | $40,425 | |
| 53,793.37 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $53,793 | $53,793 | |
| 2,104.208 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$20 | -$20 | $21,000 | $21,020 | |
| 230,979.48 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $230,979 | $230,979 | |
| 1.15 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $1 | $1 | |
| 52,628.4 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $52,629 | $52,629 | |
| 145,583.91 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $145,584 | $145,584 | |
| 14,602.198 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$276 | -$276 | $145,584 | $145,860 | |
| 101,959.911 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$1,925 | -$1,925 | $1,016,540 | $1,018,465 | |
| 48,147.77 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $48,148 | $48,148 | |
| 54.313 UNITS OFSEI LARGE CAP INDEX FUND (LCIAX) | $1,226 | $1,226 | $10,952 | $9,726 | |
| 948.774 UNITS OF SEI CORE FIXED INCOME FUND (SCOAX) | -$271 | -$271 | $9,507 | $9,778 | |
| 416.664 UNITS OF SEI WORLD EQUITY EX-US FUND (WEUSX) | $1,081 | $1,081 | $5,837 | $4,756 | |
| 424.811 UNITS OF SEI GLOBAL MGD VOLATILITY FD (SGMAX) | $1,412 | $1,412 | $5,115 | $3,703 | |
| 351.462 UNITS OF EMERGING MRKTS DEBT FUND (SEDAX) | -$100 | -$100 | $3,669 | $3,769 | |
| 443.147 UNITS OF SEI OPPORTUNISTIC INC FD-A (ENIAX) | $39 | $39 | $3,669 | $3,630 | |
| 185.129 UNITS OF SEI DYNAMIC ASSET ALLOC FUND (SDLAX) | $531 | $531 | $3,669 | $3,138 | |
| 164.061 UNITS OF SEI SMALL CAP FUND (SLPAX) | $822 | $822 | $2,947 | $2,125 | |
| 203.49 UNITS OFU.S. MANAGED VOL FUND (SVYAX) | $487 | $487 | $2,947 | $2,460 | |
| 368.777 UNITS OF SEI MULTI ASSET REAL RETURN (SEIAX) | -$368 | -$368 | $2,947 | $3,315 | |
| 243.892 UNITS OF HIGH YIELD BOND FUND (SGYAX) | -$35 | -$35 | $2,168 | $2,203 | |
| 182.507 UNITS OF SEI EMERGING MRKTS EQ-A (SMQFX) | $580 | $580 | $2,168 | $1,588 | |
| 20,060.181 UNITS OFSEI ULTRA SH DURATION BD FD (SUSAX) | -$372 | -$372 | $200,000 | $200,372 | |
| 135.992 UNITS OF SEI LARGE CAP INDEX FUND (LCIAX) | $2,425 | $2,425 | $26,778 | $24,353 | |
| 2,319.763 UNITS OF SEI CORE FIXED INCOME FUND (SCOAX) | -$664 | -$664 | $23,244 | $23,908 | |
| 1,026.809 UNITS OF SEI WORLD EQUITY EX-US FUND (WEUSX) | $2,554 | $2,554 | $14,273 | $11,719 | |
| 1,056.212 UNITS OF SEI GLOBAL MGD VOLATILITY FD (SGMAX) | $3,298 | $3,298 | $12,506 | $9,208 | |
| 861.803 UNITS OF EMERGING MRKTS DEBT FUND (SEDAX) | -$271 | -$271 | $8,971 | $9,242 | |
| 1,082.193 UNITS OF SEI OPPORTUNISTIC INC FD-A (ENIAX) | $106 | $106 | $8,971 | $8,865 | |
| 464.598 UNITS OF SEI DYNAMIC ASSET ALLOC FUND (SDLAX) | $1,097 | $1,097 | $8,971 | $7,874 | |
| 404.735 UNITS OF SEI SMALL CAP FUND (SLPAX) | $1,961 | $1,961 | $7,204 | $5,243 | |
| 505.919 UNITS OF U.S. MANAGED VOL FUND (SVYAX) | $1,089 | $1,089 | $7,204 | $6,115 | |
| 906.2 UNITS OF SEI MULTI ASSET REAL RETURN (SEIAX) | -$941 | -$941 | $7,204 | $8,145 | |
| 601.051 UNITS OF HIGH YIELD BOND FUND (SGYAX) | -$127 | -$127 | $5,301 | $5,428 | |
| 445.857 UNITS OF SEI EMERGING MRKTS EQ-A (SMQFX) | $1,421 | $1,421 | $5,301 | $3,880 | |
| 52,847.67 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $52,848 | $52,848 | |
| 291,195.25 UNITS OFGOVERNMENT FUND (SEOXX) | $0 | $0 | $291,195 | $291,195 | |
| 101.119 UNITS OF SEI LARGE CAP INDEX FUND (LCIAX) | $1,592 | $1,592 | $19,700 | $18,108 | |
| 1,722.054 UNITS OF SEI CORE FIXED INCOME FUND (SCOAX) | -$648 | -$648 | $17,100 | $17,748 | |
| 757.576 UNITS OF SEI WORLD EQUITY EX-US FUND (WEUSX) | $1,853 | $1,853 | $10,500 | $8,647 | |
| 767.946 UNITS OF SEI GLOBAL MGD VOLATILITY FD (SGMAX) | $2,505 | $2,505 | $9,200 | $6,695 | |
| 657.371 UNITS OF EMERGING MRKTS DEBT FUND (SEDAX) | -$449 | -$449 | $6,600 | $7,049 | |
| 803.898 UNITS OF SEI OPPORTUNISTIC INC FD-A (ENIAX) | $15 | $15 | $6,600 | $6,585 | |
| 338.115 UNITS OF SEI DYNAMIC ASSET ALLOC FUND (SDLAX) | $869 | $869 | $6,600 | $5,731 | |
| 298.255 UNITS OF SEI SMALL CAP FUND (SLPAX) | $1,436 | $1,436 | $5,300 | $3,864 | |
| 371.669 UNITS OF U.S. MANAGED VOL FUND (SVYAX) | $808 | $808 | $5,300 | $4,492 | |
| 660.025 UNITS OF SEI MULTI ASSET REAL RETURN (SEIAX) | -$632 | -$632 | $5,300 | $5,932 | |
| 441.176 UNITS OF HIGH YIELD BOND FUND (SGYAX) | -$84 | -$84 | $3,900 | $3,984 | |
| 339.13 UNITS OF SEI EMERGING MRKTS EQ-A (SMQFX) | $949 | $949 | $3,900 | $2,951 | |
| 53,414.96 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $53,415 | $53,415 | |
| 147,445.55 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $147,446 | $147,446 | |
| 14,803.771 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$373 | -$373 | $147,446 | $147,819 | |
| 252,783.529 UNITS OF SEI SMALL CAP FUND (SLPAX) | $1,467,596 | $1,467,596 | $4,742,219 | $3,274,623 | |
| 34,085.711 UNITS OFSEI WORLD EQUITY EX-US FUND (WEUSX) | $80,666 | $80,666 | $469,701 | $389,035 | |
| 9,703.298 UNITS OF SEI DYNAMIC ASSET ALLOC FUND (SDLAX) | $27,955 | $27,955 | $192,417 | $164,462 | |
| 16,392.712 UNITS OFSEI EMERGING MRKTS EQ-A (SMQFX) | $41,095 | $41,095 | $183,762 | $142,667 | |
| 1,705.007 UNITS OF SEI GLOBAL MGD VOLATILITY FD (SGMAX) | $5,682 | $5,682 | $20,545 | $14,863 | |
| 210,695.06 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $210,695 | $210,695 | |
| 56,338.2 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $56,338 | $56,338 | |
| 60,190.302 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$1,492 | -$1,492 | $599,495 | $600,987 | |
| 70,004.548 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$1,735 | -$1,735 | $697,245 | $698,980 | |
| 15,865.964 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$392 | -$392 | $158,025 | $158,417 | |
| 27 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $27 | $27 | |
| 55,406.79 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $55,407 | $55,407 | |
| 122,500 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $122,500 | $122,500 | |
| 147,029.47 UNITS OFGOVERNMENT FUND (SEOXX) | $0 | $0 | $147,030 | $147,030 | |
| 27,290.16 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$611 | -$611 | $271,810 | $272,421 | |
| 58,173.47 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $58,174 | $58,174 | |
| 20,060.18 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$235 | -$235 | $200,000 | $200,235 | |
| 60,558.476 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$708 | -$708 | $603,768 | $604,476 | |
| 148,296.24 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $148,296 | $148,296 | |
| 14,874.246 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$174 | -$174 | $148,296 | $148,470 | |
| 3,099.92 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$36 | -$36 | $30,906 | $30,942 | |
| 3,938.404 UNITS OF SEI LARGE CAP INDEX FUND (LCIAX) | $137,996 | $137,996 | $844,000 | $706,004 | |
| 68,537.074 UNITS OF SEI CORE FIXED INCOME FUND (SCOAX) | -$21,396 | -$21,396 | $684,000 | $705,396 | |
| 31,343.284 UNITS OF SEI WORLD EQUITY EX-US FUND (WEUSX) | $62,266 | $62,266 | $420,000 | $357,734 | |
| 29,183.188 UNITS OF SEI GLOBAL MGD VOLATILITY FD (SGMAX) | $113,595 | $113,595 | $368,000 | $254,405 | |
| 29,763.247 UNITS OF EMERGING MRKTS DEBT FUND (SEDAX) | -$52,738 | -$52,738 | $264,000 | $316,738 | |
| 32,077.764 UNITS OF SEI OPPORTUNISTIC INC FD-A (ENIAX) | $1,183 | $1,183 | $264,000 | $262,817 | |
| 12,680.115 UNITS OF SEI DYNAMIC ASSET ALLOC FUND (SDLAX) | $49,084 | $49,084 | $264,000 | $214,916 | |
| 13,847.159 UNITS OFU.S. MANAGED VOL FUND (SVYAX) | $42,938 | $42,938 | $212,000 | $169,062 | |
| 26,302.729 UNITS OF SEI MULTI ASSET REAL RETURN (SEIAX) | -$23,962 | -$23,962 | $212,000 | $235,962 | |
| 17,567.567 UNITS OF HIGH YIELD BOND FUND (SGYAX) | -$2,449 | -$2,449 | $156,000 | $158,449 | |
| 15,189.874 UNITS OF SEI EMERGING MRKTS EQ-A (SMQFX) | $23,802 | $23,802 | $156,000 | $132,198 | |
| 9,181.872 UNITS OF SEI EXTENDED MKT INDEX-A (SMXAX) | $9,569 | $9,569 | $156,000 | $146,431 | |
| 62,588.94 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $62,589 | $62,589 | |
| 57,110.2 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $57,110 | $57,110 | |
| 71,603.274 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$868 | -$868 | $713,169 | $714,037 | |
| 197,693.04 UNITS OF GOVERNMENT FUND (SEOXX) | $0 | $0 | $197,693 | $197,693 | |
| 12,751.003 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$148 | -$148 | $127,000 | $127,148 | |
| 19,079.217 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$221 | -$221 | $190,029 | $190,250 | |
| 103.839 UNITS OF SEI LARGE CAP INDEX FUND (LCIAX) | $2,486 | $2,486 | $21,100 | $18,614 | |
| 1,744.898 UNITS OF SEI CORE FIXED INCOME FUND (SCOAX) | -$859 | -$859 | $17,100 | $17,959 | |
| 829.384 UNITS OF SEI WORLD EQUITY EX-US FUND (WEUSX) | $1,034 | $1,034 | $10,500 | $9,466 | |
| 747.36 UNITS OF SEI GLOBAL MGD VOLATILITY FD (SGMAX) | $2,685 | $2,685 | $9,200 | $6,515 | |
| 722.101 UNITS OF EMERGING MRKTS DEBT FUND (SEDAX) | -$1,085 | -$1,085 | $6,600 | $7,685 | |
| 806.846 UNITS OF SEI OPPORTUNISTIC INC FD-A (ENIAX) | -$11 | -$11 | $6,600 | $6,611 | |
| 328.195 UNITS OF SEI DYNAMIC ASSET ALLOC FUND (SDLAX) | $1,037 | $1,037 | $6,600 | $5,563 | |
| 354.515 UNITS OF U.S. MANAGED VOL FUND (SVYAX) | $972 | $972 | $5,300 | $4,328 | |
| 650.307 UNITS OF SEI MULTI ASSET REAL RETURN (SEIAX) | -$534 | -$534 | $5,300 | $5,834 | |
| 443.182 UNITS OF SEI HIGH YIELD BOND FUND (SGYAX) | -$97 | -$97 | $3,900 | $3,997 | |
| 406.674 UNITS OF SEI EMERGING MRKTS EQ-A (SMQFX) | $361 | $361 | $3,900 | $3,539 | |
| 255.236 UNITS OF SEI EXTENDED MKT INDEX-A (SMXAX) | -$170 | -$170 | $3,900 | $4,070 | |
| 1,004.017 UNITS OF SEI ULTRA SH DURATION BD FD (SUSAX) | -$12 | -$12 | $10,000 | $10,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,988,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,850,615 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $106,530,115 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,247,271 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $98,321,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053369 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,980,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,254,131 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049676 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,672,707 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,774,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046368 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,370,054 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $95,756,146 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045637 | DistributionYr5Rt |
| Total Distribution | 0.240583 | TotalDistributionRt |
| Average Distribution | 0.048117 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $110,334,651 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,308,972 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58,398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,367,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,621,070 | 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 | $58,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,459 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $68,459 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,061 | OverpaymentAmt |
| Applied To ES Tax | $10,061 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| CARLOS CASTRO | ||||||||
| 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 |
| SUSIE LEE | ||||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | EXECUTIVE DIRECTOR | 40.00 | $132,945 | $27,918 | $788 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY MCCUE | 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 | DIRECTOR OF GRANTS P | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $113,115 | CompensationAmt |
| Employee Benefits | $23,754 | EmployeeBenefitsAmt |
| Expense Account | $1,029 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEI GLOBAL INSTITUTIONAL GROUP | |||||
| 1 FREEDOM VALLEY DRIVE | OAKS | PA | 19456 | INVESTMENT MANAGEMENT | $596,085 |
| COMMUNITY HEALTH SOLUTIONS INC | |||||
| 9603 GAYTON ROAD SUITE 201 | HENRICO | VA | 23238 | CONSULTING SERVICES FOR MANAGING THE MENTAL HEALTH GRANTEE COHORT COLLABORAT | $54,000 |
| 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 | $111,878,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,014,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,014,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,680,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,334,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,516,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,516,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,398 | TotalTaxAmt |
| Distributable Before Adj | $5,458,335 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,458,335 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,458,335 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,621,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,621,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $58,398 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,562,672 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,458,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,867,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,621,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,867,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $753,125 | 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 | $4,705,210 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY MCCUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 7035230630 | RecipientPhoneNum |
| Recipient Email Address | TIMOTHY@POTOMACHEALTHFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER OF INTENT TO INCLUDE NARRATIVE AND BUDGET PLAN, COMPLETED AND SUBMITTED ONLINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 25, 2019 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION AWARDS GRANTS TO TAX-EXEMPT ORGANIZATIONS THAT SERVE INDIVIDUALS IN EASTERN PRINCE WILLIAM COUNTY, LORTON, NORTH STAFFORD IN VIRGINIA. PROJECTS MUST WORK TOWARD IMPROVING THE HEALTH OF THE COMMUNITY. PROJECTS ARE FUNDED FOR A 12 MONTH PERIOD. THE FOUNDATION DOES NOT FUND SPONSORSHIPS, INCLUDING FUNDRAISING EVENTS, ENDOWMENTS, LOBBYING, DIRECT SUPPORT TO INDIVIDUALS, PROGRAMS OF RELIGIOUS, FRATERNAL, ATHLETIC, OR VETERANS GROUPS WHEN THE PRIMARY BENEFICIARIES OF SUCH UNDERTAKINGS WOULD BE THEIR MEMBERS EXCLUSIVELY, GRANTS TO RETIRE ANY FORM OF DEBT, SCIENTIFIC RESEARCH GRANTS, AND INDIRECT COST PERCENTAGES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 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 | COMPREHENSIVE CASE MANAGEMENT SYSTEM | $12,400 | |
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | BEHAVIORAL HEALTH TREATMENT FOR HOMELESS CLIENTS | $80,822 | |
| ACTION IN COMMUNITY THROUGH SERVICE | ||||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | NONE | PC | INTEGRATED CASE MANAGEMENT SYSTEM PHASE TWO | $26,200 | |
| BRAIN INJURY SERVICES | ||||||||
| 8136 OLD KEENE MILL ROAD | SPRINGFIELD | VA | 22152 | NONE | PC | CREST: COLLABORATIVE REHABILITATION TO ENHANCE STROKE TREATMENT | $73,624 | |
| CATALOGUE FOR PHILANTHROPY GREATER WASHINGTON | ||||||||
| 10 G STREET NE SUITE 600 | WASHINGTON DC | DC | 20002 | NONE | PC | LEARNING COMMONS | $10,000 | |
| CENTER FOR NONPROFIT ADVANCEMENT | ||||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON DC | DC | 20006 | NONE | PC | RECURRING IN-PERSON TRAININGS | $25,000 | |
| CHANGE IN ACTION INC | ||||||||
| 128884 HARBOR DRIVE SUITE 203 | WOODBRIDGE | VA | 22192 | NONE | PC | BEHAVIORAL MANAGEMENT FOR TRAUMATIC EXPOSURE | $50,460 | |
| COALITION FOR HUMAN SERVICES | ||||||||
| PO BOX 3111 | MANASSAS | VA | 20110 | NONE | PC | RACISM SERIES | $5,000 | |
| CONSUMER HEALTH FOUNDATION | ||||||||
| 1400 16TH STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | REGIONAL PRIMARY CARE COALITION | $9,200 | |
| CONSUMER HEALTH FOUNDATION | ||||||||
| 1400 16TH STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | REGIONAL PRIMARY CARE COALITION | $16,594 | |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||||
| 9384 FORESTWOOD LANE SUITE C | MANASSAS | VA | 20110 | NONE | PC | FACILITY RENOVATION | $50,000 | |
| EMPOWERHOUSE | ||||||||
| PO BOX 1007 | FREDRICKSBURG | VA | 22402 | NONE | PC | INTERPERSONAL VIOLENCE HEALTHCARE PARTNERSHIP PROGRAM | $25,255 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | A FAMILY-BASED EMPOWERMENT PROGRAM TO TARGET EARLY TREATMENT FOR CHILDHOOD OBESITY IN LOW INCOME LATINO COMMUNITIES | $46,987 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | MIDDLE SCHOOL ACHIEVES (ADVANCING HEALTHCARE INITIATIVES FOR UNDERSERVED STUDENTS) | $99,899 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | POISED (PRECISION OUTREACH INTERVENTION, SCREENING, SURVEILLANCE AND EXERCISE FOR FALLS PREVENTION IN DIABETES) PRINCE WILLIAM | $84,164 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | A FAMILY-BASED EMPOWERMENT PROGRAM TO TARGET EARLY TREATMENT FOR CHILDHOOD OBESITY IN LOW INCOME LATINO COMMUNITIES | $89,023 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | HARM REDUCTION APPROACH TO THE COMMUNITY OPIOID CRISIS | $66,547 | |
| GEORGE WASHINGTON REGIONAL COMMISSION | ||||||||
| 406 PRINCESS ANNE STREET | FREDRICKSBURG | VA | 22402 | NONE | PC | FRESH FOOD ACCESS FOR COMMUNITY HEALTH | $19,094 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | GENERAL OPERATING SUPPORT | $135,000 | 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 | $105,000 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | MAKE A CHANGE (MAC) GANG TATTOO REMOVAL PROGRAM | $22,400 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | LATINO MENTAL HEALTH AWARENESS AND OUTREACH | $25,000 | 102 |
| INOVA HEALTH CARE SERVICES | ||||||||
| 2740 PROSPERITY AVENUE SUITE 200 | FAIRFAX | VA | 22031 | NONE | PC | EXPANDING BEHAVIORAL HEALTH SERVICE CAPACITY IN PRINCE WILLIAM COUNTY | $116,343 | |
| LEADERSHIP PRINCE WILLIAM | ||||||||
| 9720 CAPITAL COURT SUITE 204 | MANASSAS | VA | 20110 | NONE | PC | SCHOLARSHIP FUND | $16,500 | |
| LLOYD F MOSS FREE CLINIC | ||||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL OPERATING SUPPORT | $139,500 | |
| LLOYD F MOSS FREE CLINIC | ||||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | MEDICAID EXPANSION READINESS PROJECT | $9,500 | |
| NATIONAL CAPITAL POISON CENTER | ||||||||
| 3201 NEW MEXICO AVENUE SUITE 310 | WASHINGTON | DC | 20016 | NONE | PC | WEBPOISONCONTROL: ENHANCEMENT OF AN ON-LINE PROTOTYPE TRIAGE APPLICATION TO INCREASE ACCESS TO POISON CONTROL SERVICES AND MINIMIZE INJURY FROM POISONINGS | $78,402 | |
| NATIONAL CAPITAL POISON CENTER | ||||||||
| 3201 NEW MEXICO AVENUE SUITE 310 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $54,000 | |
| NATIONAL COALITION OF 100 BLACK WOMEN | ||||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | NONE | PC | DIABETES AWARENESS PROJECT | $39,200 | |
| NATIONAL COALITION OF 100 BLACK WOMEN | ||||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | NONE | PC | RESPONDING & PROTECTING (RAP) MIDDLE SCHOOL STUDENTS AND PARENTS | $100,800 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | MENTAL HEALTH FOR FAMILIES WITH CHILDREN | $26,352 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | IMPROVING NUTRITION FOR LOW-INCOME FAMILIES | $64,512 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | GENERAL OPERATING SUPPORT | $31,500 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | MENTAL HEALTH FOR FAMILIES WITH CHILDREN | $87,100 | |
| NOVA SCRIPTSCENTRAL INC | ||||||||
| 6400 ARLINGTON BOULEVARD SUITE 120 | FALLS CHURCH | VA | 22042 | NONE | PC | GENERAL OPERATING SUPPORT | $199,269 | |
| NOVA SCRIPTSCENTRAL INC | ||||||||
| 6400 ARLINGTON BOULEVARD SUITE 120 | FALLS CHURCH | VA | 22042 | NONE | PC | NSC EXPANSION PROJECT: CO-LOCATION AT GMU COMMUNITY RESOURCE CENTER | $92,000 | |
| 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 | $38,997 | |
| 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 | $68,211 | |
| PATHWAY HOMES | ||||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PC | MAP | $5,000 | |
| PATHWAY HOMES | ||||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PC | PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS WITH SERIOUS MENTAL ILLNESSES | $50,000 | |
| PATHWAY HOMES | ||||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PC | PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS WITH SERIOUS MENTAL ILLNESSES | $105,000 | |
| POSTPARTUM SUPPORT VIRGINIA | ||||||||
| PO BOX 7521 | ARLINGTON | VA | 22207 | NONE | PC | SUPPORT FOR WOMEN EXPERIENCING POSTPARTUM DEPRESSION | $17,500 | |
| POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION | ||||||||
| 14700 POTOMAC MILLS ROAD | WOODBRIDGE | VA | 22192 | NONE | PC | MOBILITY ON DEMAND STUDY | $20,000 | |
| PRINCE WILLIAM AREA AGENCY ON AGING | ||||||||
| 5 COUNTY COMPLEX COURT SUITE 240 | PRINCE WILLIAM | VA | 22192 | NONE | PC | NO WRONG DOOR EXPANDED CAPACITY | $115,000 | |
| PRINCE WILLIAM AREA FREE CLINIC | ||||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | NONE | PC | PWAFC NAVIGATION | $19,786 | |
| PRINCE WILLIAM AREA FREE CLINIC | ||||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | NONE | PC | IMPROVING PATIENT CARE WITH ELECTRONIC HEALTH RECORDS | $16,000 | |
| PRINCE WILLIAM AREA FREE CLINIC | ||||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | NONE | PC | GENERAL OPERATING SUPPORT | $171,026 | |
| PRINCE WILLIAM AREA FREE CLINIC | ||||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | NONE | PC | TRAINING AND DEVELOPMENT FOR THE PWAFC'S FUTURE | $25,000 | |
| PRINCE WILLIAM AREA FREE CLINIC | ||||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | NONE | PC | GENERAL OPERATING SUPPORT | $190,029 | |
| PRINCE WILLIAM CHAMBER OF COMMERCE | ||||||||
| 9720 CAPITAL COURT SUITE 203 | MANASSAS | VA | 20110 | NONE | PC | PARTNERING WITH BUSINESS SERIES | $5,000 | |
| PRINCE WILLIAM DROP-IN CENTER | ||||||||
| 13184 CENTERPOINTE WAY | WOODBRIDGE | VA | 22192 | NONE | PC | OUTREACH & EDUCATION | $30,800 | |
| PROJECT MEND-A-HOUSE INC | ||||||||
| 9500 TECHNOLOGY DRIVE SUITE 101 | MANASSAS | VA | 20110 | NONE | PC | PREVENTING HEALTH COMPLICATIONS THROUGH PARTICIPATION IN THE STANFORD CHRONIC DISEASE SELF-MANAGEMENT PROGRAM (CDSMP) AND THE DIABETES SELF-MANAGEMENT PROGRAM (DSMP) | $16,000 | |
| RX PARTNERSHIP | ||||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | NONE | PC | RXP ACCESS TO MEDICATION PROGRAM (AMP) | $20,000 | |
| RX PARTNERSHIP | ||||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | NONE | PC | GENERAL OPERATING SUPPORT | $22,500 | |
| SCAN OF NORTHERN VIRGINIA | ||||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | NONE | PC | SAFE BABIES AND CHILD ABUSE PREVENTION | $10,000 | |
| SCAN OF NORTHERN VIRGINIA | ||||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | NONE | PC | IMMIGRANT FAMILY REUNIFICATION: BUILDING RESILIENT YOUTH AND FAMILIES | $73,725 | |
| SEMPER K9 ASSISTANCE DOGS | ||||||||
| 14867 PRESTIGE DRIVE | WOODBRIDGE | VA | 22193 | NONE | PC | FAMILY INTEGRATION PROGRAM | $7,500 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | IN-PERSON INTERPRETER | $80,520 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | SNVMC DIABETES PREVENTION PROGRAM | $24,512 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | GENERAL OPERATING SUPPORT | $135,000 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | IN-PERSON INTERPRETER | $140,910 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | CANCER RESOURCE CENTER | $125,000 | |
| STAFFORD SCHOOLS HEAD START | ||||||||
| 610 GAYLE STREET | FALMOUTH | VA | 22405 | NONE | PC | SATAFFORD CHILDREN'S INSURANCE OUTREACH PROGRAM | $5,797 | |
| STAFFORD SCHOOLS HEAD START | ||||||||
| 610 GAYLE STREET | FALMOUTH | VA | 22405 | NONE | PC | STAFFORD CHILDREN'S HEALTH INSURANCE OUTREACH PROGRAM | $10,144 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | COMPLETION OF THERAPEUTIC SERVICES | $32,000 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | VOSAC III | $26,532 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | COMPLETION OF THERAPEUTIC SERVICES | $55,300 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | VOSAC III | $67,725 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | INCREASE AGENCY CAPACITY TO BETTER SERVE PERSONS WHO ARE DUALLY DIAGNOSED (DD/MH) | $35,000 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | IT CAPACITY BUILDING | $195,300 | |
| THE DOORWAYS | ||||||||
| 612 E MARSHALL SREET | RICHMOND | VA | 23219 | NONE | PC | PATIENT AND FAMILY ACCESS PROGRAM | $15,200 | |
| THE DOORWAYS | ||||||||
| 612 E MARSHALL SREET | RICHMOND | VA | 23219 | NONE | PC | PATIENT AND FAMILY ACCESS PROGRAM | $26,600 | |
| THE HOUSE INC | ||||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | NONE | PC | PROJECT PLAY | $76,000 | |
| THE HOUSE INC | ||||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | NONE | PC | THE OFFICE ON YOUTH MENTAL HEALTH AND WELLNESS | $50,800 | |
| THE HOUSE INC | ||||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | NONE | PC | THE OFFICE ON YOUTH MENTAL HEALTH AND WELLNESS | $88,900 | |
| VIRGINIA CENTER FOR HEALTH INNOVATION | ||||||||
| 3831 WESTERRE PARKWAY SUITE C | HENRICO | VA | 23233 | NONE | PC | POTOMAC PRIMARY CARE COLLABORATIVE | $59,811 | |
| VIRGINIA CENTER FOR HEALTH INNOVATION | ||||||||
| 3831 WESTERRE PARKWAY SUITE C | HENRICO | VA | 23233 | NONE | PC | HEALTHY MINDS, HEALTHY CHILDREN | $127,716 | |
| VIRGINIA COMMUNITY FOOD CONNECTIONS (GWRC) | ||||||||
| 1287 CENTRAL PARK BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | FRESH FOOD ACCESS FOR COMMUNITY HEALTH | $32,763 | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION | ||||||||
| 101 N 14TH STREET | RICHMOND | VA | 23219 | NONE | PC | POTOMAC HEALTH FOUNDATION FELLOWS PROGRAM | $50,000 | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION | ||||||||
| 101 N 14TH STREET | RICHMOND | VA | 23219 | NONE | PC | POTOMAC HEALTH FOUNDATION FELLOWS PROGRAM | $87,500 | |
| VIRGINIA HEALTH CARE FOUNDATION | ||||||||
| 707 E MAIN STREET | RICHMOND | VA | 23219 | NONE | PC | SIGN UP NOW CLASSES | $27,300 | |
| 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 | CAMPAIGN FOR CHILDREN'S MENTAL HEALTH | $42,000 | |
| WORKHOUSE ARTS FOUNDATION INC | ||||||||
| 9518 WORKHOUSE WAY | LORTON | VA | 22079 | NONE | PC | WORKHOUSE ARTS CENTER - MILITARY IN THE ARTS INITIATIVE | $51,100 | |
| YOUNG INVINCIBLES | ||||||||
| 1411 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY YOUNG AMERICA-NORTHERN VIRGINIA CAMPAIGN | $40,000 | |
| YOUNG INVINCIBLES | ||||||||
| 1411 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY YOUNG AMERICA-NORTHERN VIRGINIA CAMPAIGN | $87,500 | |
| YOUTH FOR TOMORROW | ||||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | NONE | PC | YFT MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR THE UNDERSERVED | $80,000 | |
| YOUTH FOR TOMORROW | ||||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | NONE | PC | YFT MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR THE UNDERSERVED | $105,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,159,651 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 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 | BEHAVIORAL HEALTH TREATMENT FOR HOMELESS CLIENTS | $34,638 | |
| CONSUMER HEALTH FOUNDATION-REGIONAL PRIMARY CARE COALITION | ||||||||
| 1400 16TH STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | REGIONAL PRIMARY CARE COALITION | $7,112 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 10900 UNIVERSITY BOULEVARD MS 4E5 | MANASSAS | VA | 20110 | NONE | PC | A FAMILY-BASED EMPOWERMENT PROGRAM TO TARGET EARLY TREATMENT FOR CHILDHOOD OBESITY IN LOW INCOME LATINO COMMUNITIES | $38,153 | |
| 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 | $45,000 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | ||||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | 102 |
| INOVA HEALTH CARE SERVICES | ||||||||
| 2740 PROSPERITY AVENUE SUITE 200 | FAIRFAX | VA | 22031 | NONE | PC | EXPANDING BEHAVIORAL HEALTH SERVICE CAPACITY IN PRINCE WILLIAM COUNTY | $49,861 | |
| LLOYD F MOSS FREE CLINIC | ||||||||
| 1301 SAM PERRY BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | GENERAL OPERATING SUPPORT | $15,500 | |
| NATIONAL CAPITAL POISON CENTER | ||||||||
| 3201 NEW MEXICO AVENUE SUITE 310 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| NATIONAL COALITION OF 100 BLACK WOMEN | ||||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | NONE | PC | RESPONDING & PROTECTING (RAP) MIDDLE SCHOOL STUDENTS AND PARENTS | $43,200 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| NORTHERN VIRGINIA FAMILY SERVICE | ||||||||
| 10455 WHITE GRANITE DRIVE SUITE 100 | OAKTON | VA | 22124 | NONE | PC | MENTAL HEALTH FOR FAMILIES WITH CHILDREN | $37,328 | |
| NOVA SCRIPTSCENTRAL INC | ||||||||
| 6400 ARLINGTON BOULEVARD SUITE 120 | FALLS CHURCH | VA | 22042 | NONE | PC | GENERAL OPERATING SUPPORT | $22,141 | |
| NUEVA VIDA | ||||||||
| 5225 WISCONSIN AVENUE NW SUITE 503 | WASHINGTON | DC | 20015 | NONE | PC | INCREASING CANCER PREVENTION AND IMPROVING CONTINUITY OF CARE TO UNDERSERVED LATINAS IN PWC | $29,233 | |
| PATHWAY HOMES | ||||||||
| 10201 FAIRFAX BOULEVARD | FAIRFAX | VA | 22030 | NONE | PC | PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS WITH SERIOUS MENTAL ILLNESSES | $45,000 | |
| POSTPARTUM SUPPORT VIRGINIA | ||||||||
| PO BOX 7521 | ARLINGTON | VA | 22207 | NONE | PC | SUPPORT FOR WOMEN EXPERIENCING POSTPARTUM DEPRESSION | $7,500 | |
| PRINCE WILLIAM AREA FREE CLINIC | ||||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | NONE | PC | GENERAL OPERATING SUPPORT | $19,003 | |
| PRINCE WILLIAM DROP-IN CENTER | ||||||||
| 13184 CENTERPOINTE WAY | WOODBRIDGE | VA | 22192 | NONE | PC | OUTREACH & EDUCATION | $13,200 | |
| RX PARTNERSHIP | ||||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SCAN OF NORTHERN VIRGINIA | ||||||||
| 205 S WHITING STREET SUITE 205 | ALEXANDRIA | VA | 22304 | NONE | PC | IMMIGRANT FAMILY REUNIFICATION: BUILDING RESILIENT YOUTH AND FAMILIES | $31,596 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | ||||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | NONE | PC | IN-PERSON INTERPRETER | $60,390 | |
| STAFFORD SCHOOLS HEAD START | ||||||||
| 610 GAYLE STREET | FALMOUTH | VA | 22405 | NONE | PC | STAFFORD CHILDREN'S HEALTH INSURANCE OUTREACH PROGRAM | $4,348 | |
| 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) | $15,000 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | COMPLETION OF THERAPEUTIC SERVICES | $23,700 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | ||||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | NONE | PC | VOSAC III | $29,025 | |
| THE DOORWAYS | ||||||||
| 612 E MARSHALL SREET | RICHMOND | VA | 23219 | NONE | PC | PATIENT AND FAMILY ACCESS PROGRAM | $11,400 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | ||||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | NONE | PC | THE OFFICE ON YOUTH MENTAL HEALTH AND WELLNESS | $38,100 | |
| VIRGINIA CENTER FOR HEALTH INNOVATION | ||||||||
| 3831 WESTERRE PARKWAY SUITE C | HENRICO | VA | 23233 | NONE | PC | HEALTHY MINDS, HEALTHY CHILDREN | $54,736 | |
| VIRGINIA COMMUNITY FOOD CONNECTIONS (GWRC) | ||||||||
| 1287 CENTRAL PARK BOULEVARD | FREDERICKSBURG | VA | 22401 | NONE | PC | FRESH FOOD ACCESS FOR COMMUNITY HEALTH | $14,041 | |
| VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION | ||||||||
| 101 N 14TH STREET | RICHMOND | VA | 23219 | NONE | PC | POTOMAC HEALTH FOUNDATION FELLOWS PROGRAM | $37,500 | |
| VOICES FOR VIRGINIA'S CHILDREN | ||||||||
| 701 E FRANKLIN STREET SUITE 807 | RICHMOND | VA | 23219 | NONE | PC | CAMPAIGN FOR CHILDREN'S MENTAL HEALTH | $18,000 | |
| WORKHOUSE ARTS FOUNDATION INC | ||||||||
| 9518 WORKHOUSE WAY | LORTON | VA | 22079 | NONE | PC | WORKHOUSE ARTS CENTER - MILITARY IN THE ARTS INITIATIVE | $21,900 | |
| YOUNG INVINCIBLES | ||||||||
| 1411 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY YOUNG AMERICA-NORTHERN VIRGINIA CAMPAIGN | $37,500 | |
| YOUTH FOR TOMORROW | ||||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | NONE | PC | YFT MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR THE UNDERSERVED | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $891,105 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,238,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,988,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,227,134 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,227,134 | TotalIncomeProducingActyAmt |
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 | $51,326 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,806 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI U.S. MANAGED VOL FUND SVYAX SHARES 314677.268 | $4,663,517 | $4,663,517 |
| SIIT MULTI ASSET REAL RETURN FUND ENIAX SHARES 562858.962 | $4,514,129 | $4,514,129 |
| SEI CORE FIXED INCOME FUND #285 SCOAX SHARES 1462243.009 | $14,329,981 | $14,329,981 |
| SEI INSTITUTIONAL INVESTMENT TRUST HIGH YIELD BOND FUND SGYAX SHARES 379513. | $3,316,948 | $3,316,948 |
| SEI SIIT OPPORTUNISTIC INCOME FD-A SEIAX SHARES 687302.922 | $5,622,138 | $5,622,138 |
| SIIT EMERGING MARKETS DEBT FUND SEDAX SHARES 581383.376 | $5,238,264 | $5,238,264 |
| SIIT ULTRA SHORT DURATION BOND FUND SUSAX SHARES 428761.517 | $4,266,177 | $4,266,177 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI DYNAMIC ASSET ALLOC. FUND SDLAX SHARES 284033.243 | $5,592,615 | $5,592,615 |
| SEI LARGE CAP FUND SLCAX SHARES 89872.084 | $17,903,418 | $17,903,418 |
| SEI EXTENDED MKT INDEX-A SMXAX SHARES 208435.682 | $3,126,535 | $3,126,535 |
| SEI EMERGING MRKTS EQ-A SMQFX SHARES 298312.282 | $2,819,051 | $2,819,051 |
| SEI GLOBAL MGD VOLATILITY FD SGMAX SHARES 651749.262 | $8,105,846 | $8,105,846 |
| SEI WORLD EQUITY EX-US FUND WEUSX SHARES 652119.515 | $7,944,824 | $7,944,824 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEI CORE PROPERTY FUND LP SHARES 6569.866 | FMV | $15,141,921 | $15,141,921 |
| SEI SPECIAL SITUATIONS FUND LTD SHARES 2903.787 | FMV | $4,302,601 | $4,302,601 |
| SEI GPA IV PRIVATE EQUITY FUND (GLOBAL PRIVATE ASSETS) SHARES 443200.14 | FMV | $443,200 | $443,200 |
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 | $47,098 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $40,713 | AccumulatedDepreciationAmt |
| Book Value | $6,385 | BookValueAmt |
| EOYFMV | $6,385 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,576 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,080 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $3,830,510 | 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 | $34,094 | $0 | $43,948 |
| TECH EXPENSE | $17,847 | $0 | $19,514 |
| OTHER EXPENSE | $10,474 | $53 | -$37,557 |
| INSURANCE | $2,207 | $0 | $2,207 |
| SEI CORE PROPERTY FUND, LP OTHER DEDUCTIONS | $0 | $50,419 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO RELATED PARTY | $24,686 | $27,927 |
| DEFERRED TAX LIABILITY | $161,904 | $123,599 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $596,085 | $596,085 | $0 |
| CONSULTANT FEES | $42,550 | $0 | $78,550 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $66,877 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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