POTOMAC HEALTH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- POTOMAC HEALTH FOUNDATION (EIN 52-1340920)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-03-14
- IRS object ID
- 201330739349100308
- Schema version
- 2011v1.5
- 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 | 2013-03-14T10:09:31-05:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | 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 | 2011-11-01 | 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 | 2013-03-11 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 95380882 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 433 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 433 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4221055 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4221055 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1700606 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 60252128 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1700606 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5922094 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5922094 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 125892 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2644 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 123248 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 118932 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 128106 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 53861 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 582 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 53279 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3461 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 3461 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 32345 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 47365 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 311506 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 311506 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 56050 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 6158 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 32832 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 11965 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 687 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 11278 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 32929 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1650 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 31968 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 785931 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 317069 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 398705 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6057850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3521124 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6843781 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 317069 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3919829 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -921687 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5605025 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 200204 | CashBOY |
| Cash EOY | 123621 | CashEOY |
| Cash EOYFMV | 123621 | CashEOYFMV |
| Pledges Receivable | 609807 | PledgesReceivable |
| Pledges Receivable BOY | 694591 | PledgesReceivableBOY |
| Pledges Receivable EOY | 609807 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 609807 | PledgesReceivableEOYFMV |
| Other Notes And Loans Receivable | 92520 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 97434 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 92520 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 92520 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 5495 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 7185 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 7185 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 89713995 | InvestmentsOtherBOY |
| Investments Other EOY | 94534121 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 94534121 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 23096 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 9468 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 19786 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 13628 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 13628 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 90731505 | TotalAssetsBOY |
| Total Assets EOY | 95380882 | TotalAssetsEOY |
| Total Assets EOYFMV | 95380882 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 146472 | AccountsPayableBOY |
| Accounts Payable EOY | 115138 | AccountsPayableEOY |
| Grants Payable BOY | 468564 | GrantsPayableBOY |
| Grants Payable EOY | 3005290 | GrantsPayableEOY |
| Other Liabilities BOY | 153384 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 123628 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 768420 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3244056 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 89963085 | UnrestrictedBOY |
| Unrestricted EOY | 92136826 | UnrestrictedEOY |
| Total Net Assets BOY | 89963085 | TotalNetAssetsBOY |
| Total Net Assets EOY | 92136826 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 90731505 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 95380882 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 89963085 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -921687 | ExcessOfRevenueOverExpenses |
| Other Increases | 3095428 | OtherIncreases |
| Subtotal | 92136826 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 92136826 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | INVESTMENT SALES | DescriptionOfAsset |
| Date Acquired | 2010-07-01 | DateAcquired |
| Date Sold | 2012-07-01 | DateSold |
| Gross Sales Price | 60252128 | GrossSalesPrice |
| Cost Or Other Basis | 58551522 | CostOrOtherBasis |
| Gain Or Loss | 1700606 | GainOrLoss |
| Gains Minus Excess Or Losses | 1700606 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1700606 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4515859 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 92210303 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048973 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 99713 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 84790383 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.001176 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.050149 | TotalDistributionRatio |
| Average Distribution Ratio | 0.025075 | AverageDistributionRatio |
| Net Noncharitable Assets | 90901681 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2279360 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 56050 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2335410 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3919829 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 56050 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 56050 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 56050 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 59413 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 59413 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 258 | PenaltyForUnderpayment |
| Overpayment | 3105 | Overpayment |
| Amount Credited To Next Year | 3105 | 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 (12 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 | 125892 | 27696 | 0 |
| CAROL S SHAPIRO MD | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | VICE-CHAIR | 1.50 | 0 | 0 | 0 |
| R MICHAEL SORENSEN | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | TREASURER | 1.50 | 0 | 0 | 0 |
| MICHAEL D LUBLELEY | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | SECRETARY | 1.00 | 0 | 0 | 0 |
| MARION M WALL | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | CHAIRMAN | 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 |
| KENNETH KRAKAUR | ||||||||
| 2296 OPITZ BLVD 200 | WOODBRIDGE | VA | 22191 | DIRECTOR | 1.25 | 0 | 0 | 0 |
| WAYNE MALLARD | ||||||||
| 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 |
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 | 76349 | Compensation |
| Employee Benefits | 16796 | EmployeeBenefits |
| Expense Account | 0 | 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 | AOAKS | City |
| State | PA | State |
| ZIP Code | 19456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MANAGEMENT | TypeOfService |
| Compensation | 311506 | 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 | 92124058 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 161913 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 92285971 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 92285971 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1384290 | CashDeemedCharitable |
| Net Noncharitable Assets | 90901681 | NetNoncharitableAssets |
| Minimum Investment Return | 4545084 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4545084 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 56050 | TaxBasedOnInvestmentIncome |
| Total Tax | 56050 | TotalTax |
| Distributable Amount Before Adj | 4489034 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4489034 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4489034 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3919829 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3919829 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 56050 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3863779 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4489034 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3763914 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3919829 | QualifyingDistributions |
| Applied To Year1 | 3763914 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 155915 | 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 | 4333119 | 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 | SHERI WARREN DIRECTOR OF GRANT PROG | 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 |
| Form And Info And Materials | THE REQUEST FOR APPLICATIONS PROCESS OCCURS IN TWO STEPS. FIRST, APPLICANTS SUBMIT AN AGENCY PROFILE, LETTER OF INTENT AND PRELIMINARY BUDGET. LETTERS OF INTENT SHOULD INCLUDE: PROGRAM TITLE, START DATE, DURATION; TOTAL PROGRAM COST, AMOUNT REQUESTED, AND CURRENT AGENCY OPERATING BUDGET; DESCRIPTION OF THE TARGET POPULATION, APPROX NUMBER OF PEOPLE, AND GEOGRAPHIC AREA TO BE SERVED; PROBLEM STATEMENT OR NEED ASSESSMENT; PROGRAM OUTCOMES/OBJECTIVES; ACTIVITIES TO REACH OBJECTIVES; HOW REQUESTED FUNDS WILL BE SPENT; LOCAL LEADERSHIP AND COMMUNITY SUPPORT FOR PROGRAM; WHICH OF THE FOUNDATION STRATEGIC PRIORITY AREAS WILL THE PROGRAM SPECIFICALLY ADDRESS. APPLICANTS WHOSE LOI'S BEST FIT THE FOUNDATION'S PROGRAM FOCUS AREAS OF ACCESS, PREVENTION AND INNOVATION WILL BE INVITED TO SUBMIT A FULL GRANT PROPOSAL. | FormAndInfoAndMaterials |
| Submission Deadlines | CONSULT THE ORGANIZATION'S WEBSITE (WWW.POTOMACHEALTHFOUNDATION.ORG) FOR SPECIFIC INFORMATION. | SubmissionDeadlines |
| Restrictions On Awards | APPLICATIONS WILL BE ACCEPTED FROM GOVERNMENT AND CHARITABLE ORGANIZATIONS THAT SERVE THE PEOPLE OF EASTERN PRINCE WILLIAM COUNTY VIRGINIA, AND THE IMMEDIATELY ADJACENT COMMUNITIES IN SOUTHEASTERN FAIRFAX AND NORTH STAFFORD COUNTIES. THIS INCLUDES THE FOLLOWING AREAS: AQUIA, DALE CITY, DUMFRIES, GARRISONVILLE, LAKE RIDGE, LORTON, MONTCLAIR, MANASSAS, OCCOQUAN, QUANTICO, SOUTHBRIDGE, TRIANGLE AND WOODBRIDGE, VIRGINIA. THE FOUNDATION EXCLUDES THE FOLLOWING FROM CONSIDERATION: GRANTS TO PROMGRAMS NOT DIRECTLY RELATED TO HEALTH; SPONSORSHIPS, INCLUDING FUNDRAISING EVENTS; ENDOWMENTS; LOBBYING; DIRECT SUPPORT TO INDIVIDUALS; GRANTS FOR PROJECTS OR PROGRAMS OF RELIGIOUS, FRATERNAL, ATHLETIC OR VETERANS GROUPS WHEN THE PRIMARY BENEFICIARIES OF SUCH UNDERTAKINGS WOULD BE THEIR MEMBERS EXCLUSIVELY; GRNATS TO RETIRE ANY FORM OF DEBT. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (62 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) | ACTS SUPPORTIVE AFTER CARE WELLNESS PROGRAM | $127,150 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501(C)(3) | ACTS HELPLINE ASSISTANCE AND OUTREACH PROJECT | $28,119 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501(C)(3) | ACTS MEDICAL CAREGIVERS TRAINING PROGRAM | $30,816 | |
| BRAIN INJURY SERVICES | |||||||
| 8136 OLD KEENE MILL RD STE B102 | SPRINGFIELD | VA | 22152 | 501(C)(3) | AN INNOVATIVE APPROACH TO NEUROBEHAVIORAL TREATMENT FOR BRAIN INJURY IN EASTERN PRINCE WILLIAM COUNTY | $27,768 | |
| CHANGE IN ACTION INC | |||||||
| 12884 HARBOR DRIVE SUITE 203 | WOODBRIDGE | VA | 22192 | 501(C)(3) | BEHAVIORAL MANAGEMENT FOR HEALTHY RELATIONSHIPS | $91,019 | |
| EMPLOYMENT SOLUTIONS FOR DEAF AND HARD OF HEARING | |||||||
| 11 BREEZY HILL DRIVE | STAFFORD | VA | 22556 | 501(C)(3) | PROVIDING ACCESS TO HEALTHCARE FOR THE DEAF COMMUNITY (PAH!) | $8,695 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE MS 4B2 | FAIRFAX | VA | 22030 | 501(C)(3) | THE ACHIEVES PROJECT (ADVANCING HEALTHCARE INITIATIVES FOR UNDERSERVED STUDENTS) | $76,017 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501(C)(3) | MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | $37,586 | 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 | $97,935 | 102 |
| LAKE RIDGE LIONS CLUB CHARITIES | |||||||
| 3688 RUSSELL ROAD | WOODBRIDGE | VA | 22192 | 501(C)(3) | REGION V LIONS CLUBS EARLY CHILDHOOD EYE SCREENING PROJECT | $9,000 | |
| LLOYD F MOSS FREE CLINIC | |||||||
| 1301 SAM PERRY BLVD SUITE 100 | FREDERICKSBURG | VA | 22401 | 501(C)(3) | GENERAL OPERATING FUNDS | $35,445 | |
| MANASSAS MIDWIFERY | |||||||
| 8425 DORSEY CIRCLE STE 102 | MANASSAS | VA | 22110 | 501(C)(3) | IMPROVING BIRTH AND EARLY CHILDHOOD OUTCOMES THORUGH CENTERING HEALTH CARE | $137,004 | |
| MATTHEW'S CENTER | |||||||
| 10651 LOMOND DRIVE | MANASSAS | VA | 22109 | 501(C)(3) | EXPANSION OF AUTISM SERVICES | $205,708 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | |||||||
| 1616 ANDERSON ROAD | MCLEAN | VA | 22102 | 501(C)(3) | MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | $60,887 | |
| NATIONAL CAPITAL POISON CENTER | |||||||
| 3201 NEW MEXICO AVENUE SUITE 310 | WASHINGTON | DC | 20016 | 501(C)(3) | POISON CONTROL SERVICES TO FOUNDATION'S SERVICE AREA | $118,994 | |
| NORTHERN VIRGINIA AIDS MINISTRY (NOVAM) | |||||||
| 803 W BROAD STREET 700 | FALLS CHURCH | VA | 22046 | 501(C)(3) | HIV/AIDS PREVENTION EDUCATION, COMMUNITY OUTREACH & TESTING | $35,495 | |
| NO VA RESOURCE CENTER FOR DEAF AND HARD OF HEARING PERSONS | |||||||
| 3951 PENDER DRIVE STE 130 | FAIRFAX | VA | 22030 | 501(C)(3) | HEARING, EDUCATION, ACCESS AND RESOURCES - PRINCE WILLIAM COUNTY (HEAR - PWC) | $3,000 | |
| NOVA SCRIPTSCENTRAL INC | |||||||
| 6400 ARLINGTON BLVD STE 120 | FALLS CHURCH | VA | 22042 | 501(C)(3) | IMPROVING HEALTH ACCESS IN PRINCE WILLIAM, STAFFORD AND LORTON: PRESCRIPTION MEDICATIONS FOR THE LOW-INCOME UNISURED | $45,885 | |
| POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION | |||||||
| 14700 POTOMAC MILLS ROAD | WOODBRIDGE | VA | 22192 | 501(C)(3) | TRANPORTATION VOUCHER PROGRAM TO FACILITATE ACCESS TO HEALTH CARE NEEDS | $253,871 | |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 4001 PRINCE WILLIAM PARKWAY SUITE | WOODBRIDGE | VA | 22192 | 501(C)(3) | PRINCE WILLIAM AREA FREE CLINIC UNIFIED HEALTH CENTER | $561,822 | 101 |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 4001 PRINCE WILLIAM PARKWAY SUITE | WOODBRIDGE | VA | 22192 | 501(C)(3) | MEDICATION ACCESS CASE MANAGEMENT | $71,194 | 101 |
| PRINCE WILLIAM COUNTY DEPT OF SOCIAL SERVICES | |||||||
| 15941 DONALD CURTIS DRIVE SUITE 180 | WOODBRIDGE | VA | 22191 | 501(C)(3) | ADULT SERVICES | $49,438 | |
| 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: ACCESS FOR THE MOST VULNERABLE HOMELESS ADULTS | $25,104 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | |||||||
| 14715 BRISTOW ROAD | WOODBRIDGE | VA | 20112 | 501(C)(3) | PRINCE WILLIAM COUNTY SCHOOL OF PRACTICAL NURSING | $21,000 | |
| PRINCE WILLIAM HEALTH PARTNERSHIP | |||||||
| 2296 OPITZ BLVD STE 200 | WOODBRIDGE | VA | 22192 | 501(C)(3) | HEAL (HEALTHY EATING AND ACTIVE LIVING) SUSTAINABILITY AND EXPANSION PROGRAM | $9,000 | |
| PROJECT MEND-A-HOUSE INC | |||||||
| 7987 ASHTON AVENUE SUITE 231 | MANASSAS | VA | 20109 | 501(C)(3) | PREVENTING FALLS FOR SENIORS AND PERSONS WITH DISABILITIES | $52,500 | |
| RAINBOW CENTER | |||||||
| 5605 ANTIOCH ROAD | HAYMARKET | VA | 20169 | 501(C)(3) | THE MANE EXPERIENCE | $13,008 | |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY STE 300 | RICHMOND | VA | 23294 | 501(C)(3) | MEDICATION ACCESS FOR THE UNINSURED | $4,000 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | EVERY BABY, EVERY TIME! | $21,368 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | FAMILY HEALTH CONNECTION MOBILE VANS | $39,150 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | EMS TO HOSPITAL EKG TRANSMISSION | $56,251 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | FAMILY HEALTH CONNECTION MOBILE CLINIC | $27,955 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | HISPANIC DIABETES OUTREACH PROGRAM | $26,541 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | SENTARA POTOMAC WOMEN'S HEALTH MAMMOVAN | $278,744 | |
| SIDS MID-ATLANTIC | |||||||
| PO BOX 799 | HAYMARKET | VA | 20168 | 501(C)(3) | CRIBS FOR KIDS | $3,000 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | |||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | 501(C)(3) | PROMOTING BETTER HEALTH FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND THE STAFF WHO SUPPORT THEM | $70,000 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501(C)(3) | THE HOUSE, INC.'S EMPOWERMENT CENTER | $83,300 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501(C)(3) | FITTING IN | $22,800 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | 501(C)(3) | CRISIS INTERVENTION COUNSELING PROGRAM | $28,115 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | 501(C)(3) | DIAGNOSTIC AND ASSESSMENT CENTER | $223,580 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3901 ACTS LANE | DUMFRIES | VA | 22026 | 501(C)(3) | HELPLINE ASSISTANCE AND OUTREACH PROJECT | $14,997 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3901 ACTS LANE | DUMFRIES | VA | 22026 | 501(C)(3) | MEDICAL CAREGIVERS TRAINING PROGRAM | $15,408 | |
| BRAIN INJURY SERVICES | |||||||
| 8136 OLD KEENE MILL RD STE B102 | SPRINGFIELD | VA | 22152 | 501(C)(3) | AN INNOVATIVE APPROACH TO NEUROBEHAVIOR TREATMENT FOR BRAIN INJURY IN EASTER | $7,451 | |
| NORTHERN VIRGINIA RESOURCE CENTER FOR DEAF AND HARD OF HEARING PERSONS | |||||||
| 3951 PENDER DRIVE STE 130 | FAIRFAX | VA | 22030 | 501(C)(3) | PROVIDING ACCESS TO HEALTHCARE FOR THE DEAF COMMUNITY THROUGH EMPLOYMENT SOLUTIONS | $2,578 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE MS 4B2 | FAIRFAX | VA | 220304444 | 501(C)(3) | THE ACHIEVES PROJECT (ADVANCING HEALTHCARE INITIATIVES FOR UNDERSERVED STUDE | $40,009 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE STE 1 | WOODBRIDGE | VA | 22192 | 501(C)(3) | INTEGRATED AND COORDINATED HEALTH CARE HOME | $25,058 | |
| LAKE RIDGE LIONS CLUB CHARITIES | |||||||
| 3688 RUSSELL ROAD | WOODBRIDGE | VA | 22192 | 501(C)(3) | REGION V LIONS CLUBS EARLY CHILDHOOD EYE SCREENING PROJECT | $5,250 | |
| LLOYD F MOSS FREE CLINIC | |||||||
| 1301 SAM PERRY BLVD STE 100 | FREDERICKSBURG | VA | 22401 | 501(C)(3) | GENERAL OPERATING FUNDS | $19,511 | |
| NORTHERN VIRGINIA RESOURCE CENTER FOR DEAF AND HARD OF HEARING PERSONS | |||||||
| 3951 PENDER DRIVE STE 130 | FAIRFAX | VA | 22030 | 501(C)(3) | HEARING EDUCATION, ACCESS AND RESOURCES-PRINCE WILLIAM COUNTY | $2,500 | |
| NOVA SCRIPTSCENTRAL INC | |||||||
| 6400 ARLINGTON BLVD STE 120 | FALLS CHURCH | VA | 22042 | 501(C)(3) | PRESCRIPTION MEDICATIONS FOR THE LOW-INCOME | $19,790 | |
| PEDIATRIC PRIMARY CARE PROJECT | |||||||
| 15941 CURTIS DRIVE STE 180 | WOODBRIDGE | VA | 22191 | 501(C)(3) | KIDS CONNECT | $3,000 | |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 9301 LEE AVENUE | MANASASS | VA | 22110 | 501(C)(3) | MEDICATION ACCESS CASE MANAGEMENT | $13,890 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | |||||||
| 14715 BRISTOW ROAD | MANASASS | VA | 22112 | 501(C)(3) | PRINCE WILLIAM COUNTY SCHOOL OF PRACTICAL NURSING | $7,924 | |
| PRINCE WILLIAM HEALTH PARTNERSHIP | |||||||
| 2296 OPITZ BLVD STE 200 | WOODBRIDGE | VA | 22191 | 501(C)(3) | HEAL (HEALTHY EATING AND ACTIVE LIVING) SUSTAINABILITY AND EXPANSION | $5,581 | |
| RAINBOW CENTER | |||||||
| 5605 ANTIOCH ROAD | HAYMARKET | VA | 20169 | 501(C)(3) | THE MANE EXPERIENCE | $6,913 | |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY STE 303 | RICHMOND | VA | 23294 | 501(C)(3) | MEDICATION ACCESS FOR THE UNINSURED | $2,500 | |
| SENTARA POTOMAC HOSPITAL | |||||||
| 2300 OPITZ BLVD | WOODBRIDGE | VA | 22191 | 501(C)(3) | EVERY BABY, EVERY TIME! | $8,500 | |
| SENTARA POTOMAC HOSPITAL | |||||||
| 2300 OPITZ BLVD | WOODBRIDGE | VA | 22191 | 501(C)(3) | FAMILY HEALTH CONNECTION MOBILE VANS | $21,000 | |
| SENTARA POTOMAC HOSPITAL | |||||||
| 2302 OPITZ BLVD | WOODBRIDGE | VA | 22191 | 501(C)(3) | POTOMAC WOMEN'S HEALTH MAMMOVAN | $72,500 | |
| SIDS MID-ATLANTIC | |||||||
| P O BOX 799 | HAYMARKET | VA | 20168 | 501(C)(3) | CRIBS FOR KIDS | $2,500 | |
| THE ARC OF GREATER PRINCE WILLIAM | |||||||
| 13505 HILLENDALE DRIVE | WOODBRIDGE | VA | 22193 | 501(C)(3) | CAPITAL BUILDING EXPANSION | $100,000 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 221931458 | 501(C)(3) | FITTING IN | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3521124 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (42 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) | FAMILY LIFE PROGRAM THROUGH PHOENIX FAMILY COUNSELING & PLAY THERAPY | $25,202 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DUMFRIES | VA | 22026 | 501(C)(3) | ACTS SUPPORTIVE AFTER CARE WELLNESS PROGRAM | $54,493 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DALE CITY | VA | 22026 | 501(C)(3) | ACTS HELPLINE ASSISTANCE AND OUTREACH PROJECT | $112,478 | |
| ACTION IN COMMUNITY THROUGH SERVICE | |||||||
| 3900 ACTS LANE | DALE CITY | VA | 22026 | 501(C)(3) | ACTS MEDICAL CAREGIVERS TRAINING PROGRAM | $123,264 | |
| BRAIN INJURY SERVICES | |||||||
| 8136 OLD KEENE MILL RD STE B102 | SPRINGFIELD | VA | 22152 | 501(C)(3) | AN INNOVATIVE APPROACH TO NEUROBEHAVIORAL TREATMENT FOR BRAIN INJURY IN EASTERN PRINCE WILLIAM COUNTY | $111,072 | |
| CHANGE IN ACTION INC | |||||||
| 12884 HARBOR DRIVE SUITE 203 | WOODBRIDGE | VA | 22192 | 501(C)(3) | BEHAVIORAL MANAGEMENT FOR HEALTHY RELATIONSHIPS | $39,008 | |
| INDEPENDENCE EMPOWERMENT CENTER | |||||||
| 11 BREEZY HILL DRIVE | STAFFORD | VA | 22556 | 501(C)(3) | PROVIDING ACCESS TO HEALTHCARE FOR THE DEAF COMMUNITY THROUGH EMPLOYMENT SOLUTIONS FOR DEAF AND HARD OF HEARING | $34,780 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE MS 4B2 | FAIRFAX | VA | 22030 | 501(C)(3) | THE ACHIEVES PROJECT (ADVANCING HEALTHCARE INITIATIVES FOR UNDERSERVED STUDENTS) | $304,066 | |
| GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER | |||||||
| 4379 RIDGEWOOD CENTER DRIVE SUITE | WOODBRIDGE | VA | 22192 | 501(C)(3) | MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | $150,346 | 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 | $41,972 | 102 |
| LAKE RIDGE LIONS CLUB CHARITIES | |||||||
| 3688 RUSSELL ROAD | WOODBRIDGE | VA | 22192 | 501(C)(3) | REGION V LIONS CLUBS EARLY CHILDHOOD EYE SCREENING PROJECT | $36,000 | |
| LLOYD F MOSS FREE CLINIC | |||||||
| 1301 SAM PERRY BLVD SUITE 100 | FREDERICKSBURG | VA | 22401 | 501(C)(3) | GENERAL OPERATING FUNDS | $141,781 | |
| MANASSAS MIDWIFERY | |||||||
| 8425 DORSEY CIRCLE STE 102 | MANASSAS | VA | 20110 | 501(C)(3) | IMPROVING BIRTH AND EARLY CHILDHOOD OUTCOMES THORUGH CENTERING HEALTH CARE | $58,716 | |
| MATTHEW'S CENTER | |||||||
| 10651 LOMOND DRIVE | MANASSAS | VA | 20109 | 501(C)(3) | EXPANSION OF AUTISM SERVICES | $88,161 | |
| MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | |||||||
| 1616 ANDERSON ROAD | MCLEAN | VA | 22102 | 501(C)(3) | MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION | $26,095 | |
| NATIONAL CAPITAL POISON CENTER | |||||||
| 3201 NEW MEXICO AVENUE SUITE 310 | WASHINGTON | DC | 20016 | 501(C)(3) | POISON CONTROL SERVICES TO FOUNDATION'S SERVICE AREA | $50,997 | |
| NORTHERN VIRGINIA AIDS MINISTRY (NOVAM) | |||||||
| 803 W BROAD STREET 700 | FALLS CHURCH | VA | 22046 | 501(C)(3) | HIV/AIDS PREVENTION EDUCATION, COMMUNITY OUTREACH & TESTING | $15,212 | |
| NO VA RESOURCE CENTER FOR DEAF AND HARD OF HEARING PERSONS | |||||||
| 3951 PENDER DRIVE STE 130 | FAIRFAX | VA | 22030 | 501(C)(3) | HEARING, EDUCATION, ACCESS AND RESOURCES - PRINCE WILLIAM COUNTY (HEAR - PWC) | $12,000 | |
| NOVA SCRIPTSCENTRAL INC | |||||||
| 6400 ARLINGTON BLVD STE 120 | FALLS CHURCH | VA | 22042 | 501(C)(3) | IMPROVING HEALTH ACCESS IN PRINCE WILLIAM, STAFFORD AND LORTON: PRESCRIPTION MEDICATIONS FOR THE LOW-INCOME UNISURED | $183,539 | |
| PEDIATRIC PRIMARY CARE PROJECT | |||||||
| 15941 CURTIS DRIVE STE 180 | WOODBRIDGE | VA | 22192 | 501(C)(3) | KIDS CONNECT | $33,100 | |
| POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION | |||||||
| 14700 POTOMAC MILLS ROAD | WOODBRIDGE | VA | 22192 | 501(C)(3) | TRANSPORTATION VOUCHER PROGRAM TO FACILITATE ACCESS TO HEALTH CARE NEEDS | $108,802 | |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 4001 PRINCE WILLIAM PARKWAY SUITE | WOODBRIDGE | VA | 22192 | 501(C)(3) | PRINCE WILLIAM AREA FREE CLINIC UNIFIED HEALTH CENTER | $240,781 | 101 |
| PRINCE WILLIAM AREA FREE CLINIC | |||||||
| 4001 PRINCE WILLIAM PARKWAY SUITE | WOODBRIDGE | VA | 22192 | 501(C)(3) | MEDICATION ACCESS CASE MANAGEMENT | $59,776 | 101 |
| PRINCE WILLIAM COUNTY DEPT OF SOCIAL SERVICES | |||||||
| 15941 DONALD CURTIS DRIVE SUITE 180 | WOODBRIDGE | VA | 22191 | 501(C)(3) | ADULT SERVICES | $21,188 | |
| 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: ACCESS FOR THE MOST VULNERABLE HOMELESS ADULTS | $10,759 | |
| PRINCE WILLIAM COUNTY PUBLIC SCHOOLS | |||||||
| 14715 BRISTOW ROAD | MANASSAS | VA | 20112 | 501(C)(3) | PRINCE WILLIAM COUNTY SCHOOL OF PRACTICAL NURSING | $9,000 | |
| PRINCE WILLIAM HEALTH PARTNERSHIP | |||||||
| 2296 OPITZ BLVD STE 200 | WOODBRIDGE | VA | 22192 | 501(C)(3) | HEAL (HEALTHY EATING AND ACTIVE LIVING) SUSTAINABILITY AND EXPANSION PROGRAM | $36,000 | |
| PROJECT MEND-A-HOUSE INC | |||||||
| 7987 ASHTON AVENUE SUITE 231 | MANASSAS | VA | 20109 | 501(C)(3) | PREVENTING FALLS FOR SENIORS AND PERSONS WITH DISABILITIES | $22,500 | |
| RAINBOW CENTER | |||||||
| 5605 ANTIOCH ROAD | HAYMARKET | VA | 20169 | 501(C)(3) | THE MANE EXPERIENCE | $52,030 | |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY STE 300 | RICHMOND | VA | 23294 | 501(C)(3) | MEDICATION ACCESS FOR THE UNINSURED | $16,000 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | EVERY BABY, EVERY TIME! | $85,470 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | FAMILY HEALTH CONNECTION MOBILE VANS | $156,598 | |
| 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 MOBILE CLINIC | $11,981 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | HISPANIC DIABETES OUTREACH PROGRAM | $11,374 | |
| SENTARA NORTHERN VIRGINIA MEDICAL CENTER | |||||||
| 2300 OPITZ BOULEVARD | WOODBRIDGE | VA | 22191 | 501(C)(3) | SENTARA POTOMAC WOMEN'S HEALTH MAMMOVAN | $119,461 | |
| SIDS MID-ATLANTIC | |||||||
| PO BOX 799 | HAYMARKET | VA | 20168 | 501(C)(3) | CRIBS FOR KIDS | $12,000 | |
| THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC | |||||||
| 13505 HILLENDALE DRIVE | DALE CITY | VA | 22193 | 501(C)(3) | PROMOTING BETTER HEALTH FOR ADULTS WITH DEVELOPMENTAL DISABILITIES AND THE STAFF WHO SUPPORT THEM | $30,000 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501(C)(3) | THE HOUSE, INC.'S EMPOWERMENT CENTER | $35,700 | |
| THE HOUSE INC STUDENT LEADERSHIP CENTER | |||||||
| 14001 CROWN COURT | WOODBRIDGE | VA | 22193 | 501(C)(3) | FITTING IN | $91,200 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | 501(C)(3) | YOUTH FOR TOMORROW CRISIS INTERVENTION COUNSELING PROGRAM | $112,460 | |
| YOUTH FOR TOMORROW | |||||||
| 11835 HAZEL CIRCLE DRIVE | BRISTOW | VA | 20136 | 501(C)(3) | YOUTH FOR TOMORROW DIAGNOSTIC AND ASSESSMENT CENTER | $95,820 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 3005290 | 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 | $433 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,221,055 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,700,606 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,922,094 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5922094 | 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 | $32,345 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 47365 | 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 (13 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SEI CORE FIXED INCOME FUND 1,238,859.762 SHARES | FMV | 13441628 | 13441628 |
| SEI SPECIAL SITUATIONS FUND LTD 3,721.368 SHARES | FMV | 4309342 | 4309342 |
| SEI OFFSHORE OPPORTUNITY II 4,088.767 SHARES | FMV | 4324240 | 4324240 |
| SEI SMALL CAP FUND 206,261.935 SHARES | FMV | 2627777 | 2627777 |
| SEI INSTITUTIONAL INVESTMENT TRUST 1,116,186.0550 SHARES | FMV | 10827005 | 10827005 |
| SIIT EMERGING MARKETS DEBT FUND SEDAX 448,279.846 SHARES | FMV | 5424186 | 5424186 |
| SIIT ULTRA SHORT DURATION BOND FUND 432,007.812 SHARES | FMV | 4337358 | 4337358 |
| SEI CORE PROPERTY FUND 4,213.538 SHARES | FMV | 5112970 | 5112970 |
| PRIME OBLIGATION FUND 211,657.89 SHARES | FMV | 211658 | 211658 |
| SEI US MANAGED VOL FUND 1,695,645.983 SHARES | FMV | 20500360 | 20500360 |
| SIIT MULTI ASSET REAL RETURN FUND 799,452.29 SHARES | FMV | 7658753 | 7658753 |
| SIIT ENHANCED LIBOR OPPORTUNITIES FD ENIAX 607,009.247 SHARES | FMV | 4965336 | 4965336 |
| GLOBAL MANAGED VOL FUND (SVTAX) 1,100,255.689 SHARES | FMV | 10793508 | 10793508 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 23096 | CostOrOtherBasis |
| Accumulated Depreciation | 9468 | AccumulatedDepreciation |
| Book Value | 13628 | BookValue |
| EOYFMV | 13628 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $3,461 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3461 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | 12818 | 1650 | 11168 |
| TECH EXPENSE | 11623 | 0 | 11363 |
| OTHER EXPENSE | 4773 | 0 | 5722 |
| INSURANCE | 3715 | 0 | 3715 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $3,095,428 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DUE TO RELATED PARTY | 16261 | 21245 |
| DEFERRED TAX LIABILITY | 137123 | 102383 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $311,506 | Amount |
| Net Investment Income | 311506 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $56,050 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments