POTOMAC HEALTH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- POTOMAC HEALTH FOUNDATION (EIN 52-1340920)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-03-12
- IRS object ID
- 201440719349100019
- Schema version
- 2012v2.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-12T15:53:12-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521340920 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTOMAC HEALTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | POTO | NameControl |
| Phone | 7035230620 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2296 OPITZ BLVD NO 200 | AddressLine1 |
| City | WOODBRIDGE | City |
| State | VA | State |
| ZIP Code | 22191 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN V BATSCHE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7035230620 | Phone |
| Date Signed | 2014-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN GRIES | Name |
| PTIN | P00078514 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 101321082 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 403 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 403 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2803478 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2882575 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4084605 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 59823693 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4109272 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6888486 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6992250 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 126698 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3717 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 122981 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 106852 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 106852 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 51626 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 51626 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3478 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1570 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 28851 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 44379 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 355681 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 350408 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5273 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 65354 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 7602 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 33817 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 14356 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 14725 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 28891 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 29351 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 24481 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 823206 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 383476 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 371887 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2001191 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4046570 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2824397 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 383476 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4418457 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4064089 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6608774 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 123621 | CashBOY |
| Cash EOY | 247722 | CashEOY |
| Cash EOYFMV | 247722 | CashEOYFMV |
| Pledges Receivable | 532816 | PledgesReceivable |
| Pledges Receivable BOY | 609807 | PledgesReceivableBOY |
| Pledges Receivable EOY | 532816 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 532816 | PledgesReceivableEOYFMV |
| Other Notes And Loans Receivable | 54843 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 92520 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 54843 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 54843 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 7185 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 25548 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 25548 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 94534121 | InvestmentsOtherBOY |
| Investments Other EOY | 100443660 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 100443660 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 33563 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 17070 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 13628 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 16493 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 16493 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 95380882 | TotalAssetsBOY |
| Total Assets EOY | 101321082 | TotalAssetsEOY |
| Total Assets EOYFMV | 101321082 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 115138 | AccountsPayableBOY |
| Accounts Payable EOY | 117848 | AccountsPayableEOY |
| Grants Payable BOY | 3005290 | GrantsPayableBOY |
| Grants Payable EOY | 987370 | GrantsPayableEOY |
| Other Liabilities BOY | 123628 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 113343 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3244056 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1218561 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 92136826 | UnrestrictedBOY |
| Unrestricted EOY | 100102521 | UnrestrictedEOY |
| Total Net Assets BOY | 92136826 | TotalNetAssetsBOY |
| Total Net Assets EOY | 100102521 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 95380882 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 101321082 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 92136826 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4064089 | ExcessOfRevenueOverExpenses |
| Other Increases | 3901606 | OtherIncreases |
| Subtotal | 100102521 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 100102521 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| INVESTMENT SALES | 2010-07-01 | 2013-07-01 | 59823693 | 55739088 | 4084605 | 4084605 |
| SEI CORE PROPERTY FUND, LP | 2013-07-01 | 2013-07-01 | 19716 | 19716 | ||
| SEI CORE PROPERTY FUND, LP | 2013-07-01 | 2013-07-01 | 4951 | 4951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4109272 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3863779 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 90901681 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042505 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4515859 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 92210303 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048973 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 99713 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 84790383 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.001176 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.092654 | TotalDistributionRatio |
| Average Distribution Ratio | 0.030885 | AverageDistributionRatio |
| Net Noncharitable Assets | 95756146 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2957429 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 66088 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3023517 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4428924 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 66088 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 66088 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 66088 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 67513 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 67513 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 90 | PenaltyForUnderpayment |
| Overpayment | 1335 | Overpayment |
| Amount Credited To Next Year | 1335 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.POTOMACHEALTHFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | STEPHEN BATSCHE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7035230620 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2296 OPITZ BLVD STE 200 | AddressLine1 |
| City | WOODBRIDGE | City |
| State | VA | State |
| ZIP Code | 22191 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| STEPHEN V BATSCHE | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | EXECUTIVE DIRECTOR | 40.00 | 126698 | 27874 | 1200 |
| CAROL S SHAPIRO MD | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | VICE-CHAIR | 2.00 | 0 | 0 | 0 |
| R MICHAEL SORENSEN | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | TREASURER | 2.00 | 0 | 0 | 0 |
| WAYNE MALLARD | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | SECRETARY | 1.50 | 0 | 0 | 0 |
| MARION M WALL | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | CHAIR | 2.50 | 0 | 0 | 0 |
| HOWARD L GREENHOUSE | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DONNIE HYLTON | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DEBORAH JOHNSON | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SARAH PITKIN PHD | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| WILLIAM M MOSS | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CARLOS CASTRO | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SAM HILL EDD | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MEGAN PERRY | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERI WARREN | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2296 OPITZ BLVD 200 | AddressLine1 |
| City | WOODBRIDGE | City |
| State | VA | State |
| ZIP Code | 22191 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR OF GRANT PR | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 71463 | Compensation |
| Employee Benefits | 15967 | EmployeeBenefits |
| Expense Account | 988 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEI GLOBAL INSTITUTIONAL GROUP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FREEDOM VALLEY DRIVE | AddressLine1 |
| City | OAKS | City |
| State | PA | State |
| ZIP Code | 19456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MANAGEMENT | TypeOfService |
| Compensation | 350408 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 96703906 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 510455 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 97214361 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 97214361 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1458215 | CashDeemedCharitable |
| Net Noncharitable Assets | 95756146 | NetNoncharitableAssets |
| Minimum Investment Return | 4787807 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4787807 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 66088 | TaxBasedOnInvestmentIncome |
| Total Tax | 66088 | TotalTax |
| Distributable Amount Before Adj | 4721719 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4721719 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4721719 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4418457 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 10467 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 4428924 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 66088 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4362836 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4721719 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4333119 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4428924 | QualifyingDistributions |
| Applied To Year1 | 4333119 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 95805 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 4625914 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SUSIE LEE DIRECTOR OF GRANT PROGRAM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2296 OPITZ BLVD STE 200 | AddressLine1 |
| City | WOODBRIDGE | City |
| State | VA | State |
| ZIP Code | 22191 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7035230630 | RecipientPhoneNumber |
| Recipient Email Address | SUSIE@POTOMACHEALTHFOUNDATION.ORG | RecipientEmailAddress |
| Form And Info And Materials | THE REQUEST FOR FUNDING OCCURS IN TWO STEPS. THE FIRST STEP ISTHE INITIAL APPLICATION, KNOWN AS THE LETTER OF INTENT (LOI), HIGHLIGHTING THE PURPOSE AND OBJECTIVES OF THE PROJECT. PROGRESSION TO THE SECOND STEP OF THE APPLICATION PROCESS, KNOWN AS THEFORMAL PROPOSAL, IS BY INVITATION ONLY. THE INITIAL APPLICATION IS SUBMITTED ONLINE AT WWW.CTKODM.COM/POTOMACHEALTHFOUNDATION. | FormAndInfoAndMaterials |
| Submission Deadlines | CONSULT THE ORGANIZATION'S WEBSITE (WWW.POTOMACHEALTHFOUNDATION.ORG) FOR SPECIFIC INFORMATION. | SubmissionDeadlines |
| Restrictions On Awards | THE FOUNDATION AWARDS GRANTS TO TAX-EXEMPT ORGANIZATIONS THAT SERVE PERSONS IN EASTERN PRINCE WILLIAM, NORTH STAFFORD AND SOUTHEAST FAIRFAX COUNTIES IN VIRGINIA. PROJECTS MUST BE HEALTH RELATED AND ADDRESS FOUNDATION FOCUS AREAS. PROJECTS ARE FUNDED FOR PERIOD OF 12-MONTHS. 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. FOR DETAILS ON HOW TO APPLY, COMMUNITIES SERVED, FUNDING PRIORITIES AND OTHER FAQ, GO TO THE FOUNDATION WEBSITE WWW.POTOMACHEALTHFOUNDATION.ORG | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501 (C) (3) | HELPLINE ASSISTANCE AND OUTREACH PROJECT | $98,418 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501 (C) (3) | MEDICAL CAREGIVERS TRAINING PROGRAM | $107,856 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501 (C) (3) | SUPPORTIVE AFTER CARE WELLNESS PROGRAM | $36,329 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501 (C) (3) | PHOENIX FAMILY COUNSELING FAMILY LIFE PROGRAM | $25,202 | |
| BRAIN INJURY SERVICES | |||||||
| 8136 OLD KEENE MILL ROAD | SPRINGFIELD | VA | 22152 | 501 (C) (3) | NEUROBEHAVIORAL TREATMENT FOR BRAIN INJURY | $97,188 | |
| CHANGE IN ACTION INC | |||||||
| 12884 HARBOR DRIVE SUITE 203 | WOODBRIDGE | VA | 22192 | 501 (C) (3) | BEHAVIORAL MANAGEMENT FOR HEALTHY RELATIONSHIPS | $156,622 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE MS 4C6 | FAIRFAX | VA | 22030 | 501 (C) (3) | THE ACHIEVES PROJECT | $266,058 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | GANG PREVENTION AND INTERVENTION HEALTH SUPPORT SERVICES | $36,074 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | INTEGRATED AND COORDINATED HEALTH CARE HOME | $131,552 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | EXPANDING ACCESS TO DENTAL SERVICES | $107,782 | 102 |
| INDEPENDENCE EMPOWERMENT CENTER | |||||||
| 8409 DORSEY CIRCLE SUITE 101 | MANASSAS | VA | 20110 | 501 (C) (3) | PROVIDING ACCESS TO HEALTHCARE FOR THE DEAF COMMUNITY (PAH!) | $30,433 | |
| LAKE RIDGE LIONS CLUB CHARITIES | |||||||
| 3688 RUSSELL ROAD | WOODBRIDGE | VA | 22912 | 501 (C) (3) | REGION V EARLY CHILDHOOD EYE SCREENING PROJECT | $31,500 | |
| LLOYD F MOSS FREE CLINIC | |||||||
| 1301 SAM PERRY BLVD | FREDERICKSBURG | VA | 22401 | 501 (C) (3) | GENERAL OPERATING FUNDS | $124,058 | |
| MANASSAS MIDWIFERY | |||||||
| 8425 DORSEY CIRCLE STE 102 | MANASSAS | VA | 20110 | 501 (C) (3) | IMPROVING BIRTH AND EARLY CHILDHOOD OUTCOMES | $126,252 | |
| MATTHEW'S CENTER | |||||||
| 10651 LOMOND DRIVE | MANASSAS | VA | 20109 | 501 (C) (3) | EXPANSION OF AUTISM SERVICES | $240,108 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | |||||||
| 1616 ANDERSON ROAD | MCLEAN | VA | 22102 | 501 (C) (3) | MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | $63,785 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | |||||||
| 1616 ANDERSON ROAD | MCLEAN | VA | 22102 | 501 (C) (3) | PROJECT PEARLY WHITES - LORTON | $40,348 | |
| NATIONAL CAPITAL POISON CENTER | |||||||
| 3201 NEW MEXICO AVENUE SUITE 310 | WASHINGTON | DC | 20016 | 501 (C) (3) | POISON CONTROL SERVICES | $140,242 | |
| NATIONAL COALITION OF 100 BLACK WOMEN PRINCE WILLIAM COUNTY CHAPTER | |||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | 501 (C) (3) | TRIPLE NEGATIVE BREAST CANCER EDUCATION AND SCREENING | $54,600 | |
| NORTHER VIRGINIA RESOURCE CENTER FOR DEAF AND HARD OF HEARING PERSONS | |||||||
| 3951 PENDER DRIVE SUITE 130 | FAIRFAX | VA | 22030 | 501 (C) (3) | HEARING, EDUCATION, ACCESS AND RESOURCES | $10,500 | |
| NORTHERN VIRGINIA AIDS MINISTRY | |||||||
| PO BOX 963 | FALLS CHUCH | VA | 22040 | 501 (C) (3) | HIV/AIDS PREVENTION EDUCATION, COMMUNITY OUTREACH & TESTING | $15,212 | |
| NOVA SCRIPTSCENTRAL INC | |||||||
| 6400 ARLINGTON BLVD SUITE 120 | FALLS CHURCH | VA | 22042 | 501 (C) (3) | PRESCRIPTION MEDICATIONS FOR THE LOW-INCOME UNISURED | $160,597 | |
| NUEVA VIDA INC | |||||||
| 5225 WISCONSIN AVE NW SUITE 503 | WASHINGTON | DC | 20015 | 501 (C) (3) | REDUCING FRAGMENTATION AND IMPROVING CONTINUITY OF CARE | $61,594 | |
| PEDIATRIC PRIMARY CARE PROJECT | |||||||
| FERLAZZO BUILDING 15941 CURTIS | WOODBRIDGE | VA | 22191 | 501 (C) (3) | KIDS CONNECT | $29,790 | DRIVE SUITE 180 |
| POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION | |||||||
| 14700 POTOMAC MILLS ROAD | WOODBRIDGE | VA | 22192 | 501 (C) (3) | TRANSPORTATION VOUCHER PROGRAM | $139,560 | |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | 501 (C) (3) | MEDICATION ACCESS CASE MANAGEMENT | $91,679 | |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | 501 (C) (3) | UNIFIED HEALTH CENTER | $265,278 | |
| PRINCE WILLIAM COUNTY DEPT OF SOCIAL SERVICES | |||||||
| 15941 DONALD CURTIS DRIVE SUITE 180 | WOODBRIDGE | VA | 22191 | 501 (C) (3) | CASE COORDINATOR FOR HEALTH AND SUPPORTING SERVICES | $38,665 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | |||||||
| 14715 BRISTOW ROAD | MANASSAS | VA | 20112 | 501 (C) (3) | PRINCE WILLIAM COUNTY SCHOOL OF PRACTICAL NURSING | $32,265 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | |||||||
| 14715 BRISTOW ROAD | MANASSAS | VA | 20112 | 501 (C) (3) | HUMAN TRAFFICKING PREVENTION, IDENTIFICATION, AND REFERRAL | $37,452 | |
| PRINCE WILLIAM HEALTH DISTRICT | |||||||
| 9301 LEE AVENUE | MANASSAS | VA | 20110 | 501 (C) (3) | BEAT CANCER-BREAST EDUCATION AWARENESS & TREATMENT | $57,007 | |
| PRINCE WILLIAM HEALTH PARTNERSHIP | |||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | 501 (C) (3) | HEAL SUSTAINABILITY AND EXPANSION PROGRAM | $31,500 | |
| PROJECT MEND-A-HOUSE INC | |||||||
| 5 COUNTY COMPLEX COURT SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | PREVENTING FALLS FOR SENIORS AND PERSONS WITH DISABILITIES | $82,000 | 285/DS985 |
| RAINBOW CENTER | |||||||
| 5605 ANTIOCH RD | HAYMARKET | VA | 20169 | 501 (C) (3) | THE MANE EXPERIENCE | $45,527 | |
| RAPPAHANNOCK AREA AGENCY ON AGING | |||||||
| 460 LENDALL LANE | FREDERICKSBURG | VA | 22405 | 501 (C) (3) | AQUIA GARRISONVILLE HEATHCARE PROJECT | $27,000 | |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | 501 (C) (3) | MEDICATION ACCESS FOR THE UNINSURED | $14,000 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | EVERY BABY, EVERY TIME! | $74,786 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | FAMILY HEALTH CONNECTION MOBILE CLINIC | $137,024 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | EMS TO HOSPITAL EKG TRANSMISSION | $24,108 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | FAMILY HEALTH CONNECTION OUTREACH WORKER | $35,843 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | HISPANIC DIABETES OUTREACH PROGRAM | $41,561 | |
| SIDS MID-ATLANTIC | |||||||
| PO BOX 799 | HAYMARKET | VA | 20168 | 501 (C) (3) | CRIBS FOR KIDS | $10,500 | |
| STREETLIGHT COMMUNITY OUTREACH MINISTRIES | |||||||
| 1550 PRINCE WILLIAM PKWY STE B | WOODBRIDGE | VA | 22191 | 501 (C) (3) | PERMANENT SUPPORTED HOUSING & RESPITE CARE FOR MEDICALLY FRAGILE HOMELESS ADULTS | $45,500 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | |||||||
| 13505 HILLENDALE DRIVE | CALE CITY | VA | 22193 | 501 (C) (3) | PROMOTING BETTER HEALTH FOR ADULTS WITH DEVELOPMENTAL DISABILITIES | $20,000 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | |||||||
| 13505 HILLENDALE DRIVE | CALE CITY | VA | 22193 | 501 (C) (3) | EQUIPMENT AND SUPPLIES FOR MEDICAL AND THERAPEUTIC SERVICES | $28,000 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501 (C) (3) | FITTING IN | $79,800 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501 (C) (3) | EMPOWERMENT CENTER | $154,630 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 22136 | 501 (C) (3) | CRISIS INTERVENTION COUNSELING PROGRAM | $98,402 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 22136 | 501 (C) (3) | DIAGNOSTIC AND ASSESSMENT CENTER | $242,383 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4046570 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501 (C) (3) | SUPPORTIVE AFTER CARE WELLNESS PROGRAM | $18,164 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501 (C) (3) | HELPLINE ASSISTANCE AND OUTREACH PROJECT | $14,060 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501 (C) (3) | MEDICAL CAREGIVERS TRAINING PROGRAM | $15,408 | |
| BRAIN INJURY SERVICES | |||||||
| 8136 OLD KEENE MILL ROAD | SPRINGFIELD | VA | 22152 | 501 (C) (3) | AN INNOVATIVE APPROACH TO NEUROBEHAVIORAL TREATMENT FOR BRAIN INJURY | $13,884 | |
| CHANGE IN ACTIONINC | |||||||
| 12884 HARBOR DRIVE SUITE 203 | WOODBRIDGE | VA | 22192 | 501 (C) (3) | BEHAVIORAL MANAGEMENT FOR HEALTHY RELATIONSHIPS | $50,406 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE MS 4C6 | FAIRFAX | VA | 22030 | 501 (C) (3) | ACHIEVES PROJECT (ADVANCING HEALTHCARE INITIATIVES FOR UNDERSERVED STUDENTS) | $38,008 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | INTEGRATED & COORDINATED HEALTH CARE HOME | $18,793 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | GANG RESPONSE INTERVENTION TEAM | $15,461 | 102 |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | EXPANDING ACCESS TO DENTAL SERVICES IN PRINCE WILLIAM COUNTY | $28,204 | 102 |
| INDEPENDENCE EMPOWERMENT CENTER | |||||||
| 8409 DORSEY CIRCLE SUITE 101 | MANASSAS | VA | 20110 | 501 (C) (3) | PROVIDING ACCESS TO HEALTHCARE FOR THE DEAF COMMUNITY (PAH!) | $4,348 | |
| LAKE RIDGE LIONS CLUB CHARITIES | |||||||
| 3688 RUSSELL ROAD | WOODBRIDGE | VA | 22912 | 501 (C) (3) | REGION V LIONS CLUBS EARLY CHILDHOOD EYE SCREENING PROJECT | $4,500 | |
| LLOYD F MOSS FREE CLINIC | |||||||
| 1301 SAM PERRY BLVD | FREDERICKSBURG | VA | 22401 | 501 (C) (3) | GENERAL OPERATING SUPPORT | $17,723 | |
| MANASSASMIDWIFERY | |||||||
| 8425 DORSEY CIRCLE STE 102 | MANASSAS | VA | 20110 | 501 (C) (3) | IMPROVING BIRTH AND EARLY CHILDHOOD OUTCOMES THORUGH CENTERING HEALTH CARE | $28,944 | |
| MATTHEW'SCENTER | |||||||
| 10651 LOMOND DRIVE | MANASSAS | VA | 20109 | 501 (C) (3) | EXPANSION OF AUTISM SERVICES | $65,120 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | |||||||
| 1616 ANDERSON ROAD | MCLEAN | VA | 22102 | 501 (C) (3) | PEARLY WHITES - LORTON | $17,292 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | |||||||
| 1616 ANDERSON ROAD | MCLEAN | VA | 22102 | 501 (C) (3) | MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | $16,153 | |
| NATIONAL CAPITAL POISON CENTER | |||||||
| 3201 NEW MEXICO AVENUE SUITE 310 | WASHINGTON | DC | 20016 | 501 (C) (3) | POISON CONTROL SERVICES | $38,248 | |
| NATIONAL COALITION OF 100 BLACK WOMEN PRINCE WILLIAM COUNTY CHAPTER | |||||||
| PO BOX 1166 | DUMFRIES | VA | 22026 | 501 (C) (3) | TRIPLE NEGATIVE BREAST CANCER EDUCATION AND SCREENING | $23,400 | |
| NORTHERN VIRGINIA RESOURCE CENTER FOR DEAF AND HARD OF HEARING PERSONS | |||||||
| 3951 PENDER DRIVE SUITE 130 | FAIRFAX | VA | 22030 | 501 (C) (3) | HEARING, EDUCATION, ACCESS AND RESOURCES - PRINCE WILLIAM COUNTY | $1,500 | |
| NOVA SCRIPTSCENTRAL INC | |||||||
| 6400 ARLINGTON BLVD SUITE 120 | FALLS CHURCH | VA | 22042 | 501 (C) (3) | PRESCRIPTION MEDICATIONS FOR THE LOW-INCOME UNISURED | $22,942 | |
| NUEVA VIDA INC | |||||||
| 5225 WISCONSIN AVE NW SUITE 503 | WASHINGTON | DC | 20015 | 501 (C) (3) | REDUCING FRAGMENTATION & IMPROVING CONTINUITY OF CARE ACROSS THE BREAST CANCER CONTINUUM | $26,398 | |
| PEDIATRIC PRIMARY CARE PROJECT | |||||||
| FERLAZZO BUILDING 15941 CURTIS | WOODBRIDGE | VA | 22191 | 501 (C) (3) | KIDS CONNECT | $3,310 | DRIVE SUITE 180 |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | 501 (C) (3) | MEDICATION ACCESS CASE MANAGEMENT | $13,097 | |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 13900 CHURCH HILL DRIVE | WOODBRIDGE | VA | 22191 | 501 (C) (3) | UNIFIED HEALTH CENTER | $29,784 | |
| PRINCE WILLIAM COUNTY DEPT OF SOCIAL SERVICES | |||||||
| 15941 DONALD CURTIS DRIVE SUITE 180 | WOODBRIDGE | VA | 22191 | 501 (C) (3) | CASE COORDINATOR FOR HEALTH AND SUPPORTING SERVICES FOR VULNERABLE HOMELESS ADULTS | $11,960 | |
| PRINCE WILLIAM HEALTH DISTRICT | |||||||
| 9301 LEE AVENUE | MANASSAS | VA | 20110 | 501 (C) (3) | BEAT CANCER | $24,432 | |
| PRINCE WILLIAM HEALTH PARTNERSHIP | |||||||
| 2296 OPITZ BOULEVARD SUITE 200 | WOODBRIDGE | VA | 22191 | 501 (C) (3) | HEAL (HEALTHY EATING AND ACTIVE LIVING) SUSTAINABILITY AND EXPANSION PROGRAM | $4,500 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | |||||||
| 14715 BRISTOW ROAD | MANASSAS | VA | 20112 | 501 (C) (3) | HUMAN TRAFFICKING PREVENTION, IDENTIFICATION AND REFERRAL | $16,051 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | |||||||
| 14715 BRISTOW ROAD | MANASSAS | VA | 20112 | 501 (C) (3) | SCHOOL OF PRACTICAL NURSING | $9,971 | |
| PROJECT MEND-A-HOUSEINC | |||||||
| 5 COUNTY COMPLEX COURT SUITE | WOODBRIDGE | VA | 22192 | 501 (C) (3) | PREVENTING FALLS FOR SENIORS AND PERSONS WITH DISABILITIES | $25,500 | 285/DS985 |
| POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION | |||||||
| 14700 POTOMAC MILLS ROAD | WOODBRIDGE | VA | 22192 | 501 (C) (3) | TRANSPORTATION VOUCHER PROGRAM | $13,182 | |
| RAINBOW CENTER | |||||||
| 5605 ANTIOCH RD | HAYMARKET | VA | 20169 | 501 (C) (3) | THE MANE EXPERIENCE | $6,504 | |
| RAPPAHANNOCK AREA AGENCY ON AGING | |||||||
| 460 LENDALL LANE | FREDERICKSBURG | VA | 22405 | 501 (C) (3) | AQUIA GARRISONVILLE HEALTHCARE PROJECT | $3,000 | |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | 501 (C) (3) | MEDICATION ACCESS FOR THE UNINSURED | $2,000 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | EVERY BABY, EVERY TIME! | $10,684 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | FAMILY HEALTH CONNECTION MOBILE VANS | $19,574 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | SENTARA POTOMAC WOMEN'S HEALTH MAMMOVAN | $119,462 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | FAMILY HEALTH CONNECTION OUTREACH COORDINATOR | $10,227 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501 (C) (3) | HISPANIC DIABETES OUTREACH PROGRAM | $12,937 | |
| SIDS MID-ATLANTIC | |||||||
| PO BOX 799 | HAYMARKET | VA | 20168 | 501 (C) (3) | CRIBS FOR KIDS | $1,500 | |
| STREET LIGHT COMMUNITY OUTREACH MINISTRIES | |||||||
| 1550 PRINCE WILLIAM PKWY STE B | WOODBRIDGE | VA | 22191 | 501 (C) (3) | PERMANENT SUPPORTED HOUSING & RESPITE CARE FOR MEDICALLY FRAGILE HOMELESS ADULTS | $19,500 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | |||||||
| 13505 HILLENDALE DRIVE | CALE CITY | VA | 22193 | 501 (C) (3) | EQUIPMENT & SUPPLIES FOR MEDICAL & THERAPEUTIC SERVICES | $12,000 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501 (C) (3) | FITTING IN | $11,400 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501 (C) (3) | EMPOWERMENT CENTER | $50,970 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 22136 | 501 (C) (3) | CRISIS INTERVENTION COUNSELING PROGRAM | $14,057 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 22136 | 501 (C) (3) | DIAGNOSTIC AND ASSESSMENT CENTER | $62,812 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 987370 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $403 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,803,478 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,084,605 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6,888,486 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6888486 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT/TAX | Category |
| Amount | $28,851 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 44379 | DisbursementsCharitablePrps |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | THE VIRGINIA ATTORNEY GENERAL OFFICE DOES NOT REQUIRE A COPY OF 990-PF TO BE FURNISHED TO THEIR OFFICE. | Statement |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (17 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SEI CORE FIXED INCOME FUND 1,243,812.149 SHARES | FMV | 12923208 | 12923208 |
| SEI SPECIAL SITUATIONS FUND LTD 2,903.787 SHARES | FMV | 3601420 | 3601420 |
| SEI OFFSHORE OPPORTUNITY II 0 SHARES | FMV | 0 | 0 |
| SEI SMALL CAP FUND 214,614.128 SHARES | FMV | 3734286 | 3734286 |
| SEI INSTITUTIONAL INVESTMENT TRUST 413,260.497 SHARES | FMV | 4103677 | 4103677 |
| SIIT EMERGING MARKETS DEBT FUND SEDAX 272,948.556 SHARES | FMV | 2882337 | 2882337 |
| SIIT ULTRA SHORT DURATION BOND FUND 678,551.487 SHARES | FMV | 6799086 | 6799086 |
| SEI CORE PROPERTY FUND 7,875.893 SHARES | FMV | 10825058 | 10825058 |
| PRIME OBLIGATION FUND 0 SHARES | FMV | 0 | 0 |
| SEI US MANAGED VOL FUND 466,899.197 SHARES | FMV | 6784045 | 6784045 |
| SIIT MULTI ASSET REAL RETURN FUND 796,090.909 SHARES | FMV | 7252388 | 7252388 |
| SIIT ENHANCED LIBOR OPPORTUNITIES FD ENIAX 0 SHARES | FMV | 0 | 0 |
| GLOBAL MANAGED VOL FUND (SVTAX) 862,761.061 SHARES | FMV | 9844104 | 9844104 |
| SEI LARGE CAP FUND (SLCAX) 680,211.805 SHARES | FMV | 15549642 | 15549642 |
| SEI SIIT OPPORTUNISTIC INCOME FD-A 603,298.290 SHARES | FMV | 4977211 | 4977211 |
| SEI WORLD EQUITY EX-US FUND (WEUSX) 860,139.116 SHARES | FMV | 10717333 | 10717333 |
| SEI OFFSHORE OPP II CLASS F ESCROW 449,864.730 SHARES | FMV | 449865 | 449865 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 33563 | CostOrOtherBasis |
| Accumulated Depreciation | 17070 | AccumulatedDepreciation |
| Book Value | 16493 | BookValue |
| EOYFMV | 16493 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $3,478 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1570 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | 9985 | 0 | 13295 |
| TECH EXPENSE | 11059 | 0 | 10799 |
| OTHER EXPENSE | 5713 | 0 | -1747 |
| INSURANCE | 2134 | 0 | 2134 |
| SEI CORE PROPERTY FUND, LP OTHER DEDUCTIONS | 0 | 29351 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $3,901,606 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DUE TO RELATED PARTY | 21245 | 13769 |
| DEFERRED TAX LIABILITY | 102383 | 99574 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $350,408 | 350408 | 0 |
| CONSULTANT FEES | $5,273 | 0 | 5273 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $65,354 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments