Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
POTOMAC HEALTH FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)2296 OPITZ BLVD NO 200   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODBRIDGE, VA22191
A Employer identification number

52-1340920
B Telephone number (see instructions)

(703) 523-0620
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$99,842,007J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 0
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 315 315  
4 Dividends and interest from securities...... 4,627,319 4,876,513  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -14,012
b Gross sales price for all assets on line 6a 17,708,825
7 Capital gain net income (from Part IV, line 2)... 1,534
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 105,336 0  
12 Total. Add lines 1 through 11........ 4,718,958 4,878,362  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 134,172 20,126   114,046
14 Other employee salaries and wages...... 106,457 0   106,457
15 Pension plans, employee benefits....... 43,899 4,226   39,673
16a Legal fees (attach schedule)......... Click to see attachment 100 0   100
b Accounting fees (attach schedule)....... Click to see attachment 47,482 0   64,390
c Other professional fees (attach schedule).... Click to see attachment 438,423 397,084   41,339
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 41,922 0   0
19 Depreciation (attach schedule) and depletion... 5,223 0  
20 Occupancy.............. 29,764 0   0
21 Travel, conferences, and meetings....... 10,507 0   11,568
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 42,868 40,352   42,412
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 900,817 461,788   419,985
25 Contributions, gifts, grants paid........ 5,052,658 4,604,441
26 Total expenses and disbursements. Add lines 24 and 25 5,953,475 461,788   5,024,426
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,234,517
b Net investment income (if negative, enter -0-) 4,416,574
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 337,890 155,096 155,096
3 Accounts receivable bullet46,835
Less: allowance for doubtful accounts bullet   31,648 46,835 46,835
4 Pledges receivable bullet396,770
Less: allowance for doubtful accounts bullet   447,367 396,770 396,770
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 6,417 26,500 26,500
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 102,569,934 Click to see attachment99,208,896 99,208,896
14 Land, buildings, and equipment: basis bullet36,148
Less: accumulated depreciation (attach schedule) bullet28,238 10,549 Click to see attachment7,910 7,910
15 Other assets (describe bullet) Click to see attachment16,994 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 103,420,799 99,842,007 99,842,007
Liabilities 17 Accounts payable and accrued expenses.......... 130,098 138,361
18 Grants payable.................. 1,391,995 1,840,212
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment113,598 Click to see attachment98,154
23 Total liabilities (add lines 17 through 22).......... 1,635,691 2,076,727
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 101,785,108 97,765,280
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 101,785,108 97,765,280
31 Total liabilities and net assets/fund balances (see instructions).. 103,420,799 99,842,007
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 101,785,108
2 Enter amount from Part I, line 27a..................... 2 -1,234,517
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 46,570
4 Add lines 1, 2, and 3.......................... 4 100,597,161
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,831,881
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 97,765,280
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b SEI CORE PROPERTY FUND, LLC      
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 17,708,825   17,722,837 -14,012
b       15,546
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -14,012
b       15,546
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,534
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 4,672,707 100,774,355 0.046368
2012 4,370,054 95,756,146 0.045637
2011 3,863,779 90,901,681 0.042505
2010 4,515,859 92,210,303 0.048973
2009 99,713 84,790,383 0.001176
2 Total of line 1, column (d) ...................... 2 0.184659
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.036932
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 100,254,131
5 Multiply line 4 by line 3....................... 5 3,702,586
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 44,166
7 Add lines 5 and 6......................... 7 3,746,752
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,024,426
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 44,166
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 44,166
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 44,166
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 53,238
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 53,238
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,072
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet9,072 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.POTOMACHEALTHFOUNDATION.ORG
    14
    The books are in care ofbulletSUSIE LEE Telephone no.bullet (703) 523-0620
    Located atbullet2296 OPITZ BLVD STE 200WOODBRIDGEVA ZIP+4bullet22191
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    SUSIE LEE EXECUTIVE DIRECTOR
    40.00     		134,172 28,176 1,000
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    CAROL S SHAPIRO MD VICE-CHAIR
    4.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    R MICHAEL SORENSEN TREASURER
    3.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    WAYNE MALLARD SECRETARY
    2.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    MARION M WALL CHAIR
    4.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    HOWARD L GREENHOUSE DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    DONNIE HYLTON DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    DEBORAH JOHNSON DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    SARAH PITKIN PHD DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    WILLIAM M MOSS DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    CARLOS CASTRO DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    SAM HILL EDD DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    MEGAN PERRY DIRECTOR
    1.00     		0 0 0
    2296 OPITZ BLVD 200
    WOODBRIDGE,VA22191
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    TIMOTHY MCCUE DIRECTOR OF GRANTS P
    40.00     		52,404 11,756 0
    2296 OPITZ BLVD SUITE 200
    WOODBRIDGE,VA22191
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SEI GLOBAL INSTITUTIONAL GROUP INVESTMENT MANAGEMENT 397,084
    1 FREEDOM VALLEY DRIVE
    OAKS,PA19456
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    101,485,462
    b
    Average of monthly cash balances.......................
    1b
    295,382
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    101,780,844
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    101,780,844
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,526,713
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    100,254,131
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,012,707
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,012,707
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    44,166
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    44,166
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,968,541
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    105,336
    5
    Add lines 3 and 4............................
    5
    5,073,877
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,073,877
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,024,426
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,024,426
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    44,166
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,980,260
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 5,073,877
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 4,859,761
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 5,024,426
    a Applied to 2013, but not more than line 2a 4,859,761
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 164,665
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		4,909,212
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    TIMOTHY MCCUE
    2296 OPITZ BLVD STE 200
    WOODBRIDGE,VA22191
    (703) 523-0630
    TIMOTHY@POTOMACHEALTHFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF INTENT TO INCLUDE NARRATIVE AND BUDGET PLAN, COMPLETED AND SUBMITTED ONLINE.
    cAny submission deadlines:
    JANUARY 24, 2015
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION AWARDS GRANTS TO TAX-EXEMPT ORGANIZATIONS THAT SERVE PERSONS IN EASTERN PRINCE WILLIAM COUNTY, NORTH STAFFORD COUNTY, AND LORTON, ALL OF VIRGINIA. PROJECTS MUST BE HEALTH RELATED, PROMOTING ACCESS TO CARE, PREVENTION, AND INNOVATION. 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
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTION IN COMMUNITY THROUGH SERVICE
    3900 ACTS LANE
    DUMFRIES,VA22026     		NONE PC 15 MAP CAPACITY BUILDING AND ACCOUNTING SOFTWARE 22,500
    ACTION IN COMMUNITY THROUGH SERVICE
    3900 ACTS LANE
    DUMFRIES,VA22026     		NONE PC 14 MAP HELPLINE ASSISTANCE AND OUTREACH PROJECT & MEDICAL CAREGIVER PRGM 4,000
    ACTION IN COMMUNITY THROUGH SERVICE
    3900 ACTS LANE
    DUMFRIES,VA22026     		NONE PC YEAR 3 HELPLINE ASSISTANCE AND OUTREACH PROJECT 13,265
    ACTION IN COMMUNITY THROUGH SERVICE
    3900 ACTS LANE
    DUMFRIES,VA22026     		NONE PC YEAR 3 MEDICAL CAREGIVERS TRAINING PROGRAM 13,870
    AMERICAN HEART ASSOCIATION
    4301 FAIRFAX DRIVE SUITE 530
    ARLINGTON,VA22203     		NONE PC YR1 CPR ANYTIME 20,160
    AMERICAN HEART ASSOCIATION
    4301 FAIRFAX DRIVE SUITE 530
    ARLINGTON,VA22203     		NONE PC YR 2 CPR ANYTIME 55,737
    ASPIRA ASSOCIATION INC
    1444 I STREET NW SUITE 800
    WASHINGTON,DC20005     		NONE PC YR1 PROMOTING HEALTH AND WELLNESS BY EMPOWERING LATINO YOUTH AND COMMUNITY 36,137
    ASPIRA ASSOCIATION INC
    1444 I STREET NW SUITE 800
    WASHINGTON,DC20005     		NONE PC YR 2PROMOTING HEALTH AND WELLNESS BY EMPOWERING LATINO YOUTH AND COMMUNITY 54,204
    BRAIN INJURY SERVICES
    8136 OLD KEENE MILL ROAD
    SPRINGFIELD,VA22152     		NONE PC YEAR 3 NEUROBEHAVIORAL TREATMENT FOR BRAIN INJURY IN EASTERN PRINCE WILLIAM COUNTY 8,949
    BRAIN INJURY SERVICES
    8136 OLD KEENE MILL ROAD
    SPRINGFIELD,VA22152     		NONE PC MAP NEUROBEHAVIORAL TREATMENT FOR BRAIN INJURY 12,780
    BRAIN INJURY SERVICES
    8136 OLD KEENE MILL ROAD
    SPRINGFIELD,VA22152     		NONE PC CREST: COLLABORATIVE REHABILITATION TO ENHANCE STROKE TREATMENT 101,316
    CHANGE IN ACTION INC
    128884 HARBOR DRIVE SUITE 203
    WOODBRIDGE,VA22192     		NONE PC BEHAVIORAL MANAGEMENT FOR TRAUMATIC EXPOSURE 111,952
    CHANGEINACTIONINC
    128884 HARBOR DRIVE SUITE 203
    WOODBRIDGE,VA22192     		NONE PC YR3 BEHAVIORAL MANAGEMENT FOR HEALTHY RELATIONSHIPS 72,725
    CHANGEINACTIONINC
    128884 HARBOR DRIVE SUITE 204
    WOODBRIDGE,VA22193     		NONE PC 15 MAP 16,542
    EMPLOYMENT SOLUTIONS FOR DEAF AND HARD OF HEARING
    1984 OPTIZ BLVD
    WOODBRIDGE,VA22191     		NONE PC YEAR 3 PAH 4,348
    EMPLOYMENT SOLUTIONS FOR DEAF AND HARD OF HEARING
    1984 OPTIZ BLVD
    WOODBRIDGE,VA22191     		NONE PC MAP PAH 1,366
    EMPOWERHOUSE
    PO BOX 1007
    FREDRICKSBURG,VA22402     		NONE PC INTERPERSONAL VIOLENCE HEALTHCARE PARTNERSHIP PROGRAM 45,602
    GEORGE MASON UNIVERSITY
    10900 UNIVERSITY BLVD MS 4E5
    MANASSAS,VA20110     		NONE PC YEAR 3 ACHIEVES 114,431
    GEORGE MASON UNIVERSITY
    10900 UNIVERSITY BLVD MS 4E5
    MANASSAS,VA20110     		NONE PC MIDDLE SCHOOL ACHIEVES 150,000
    GEORGE MASON UNIVERSITY
    10901 UNIVERSITY BLVD MS 4E5
    MANASSAS,VA20111     		NONE PC POISED (PRECISION OUTREACH INTERVENTION , SCREENING SURVEILLANCE & EXERCISE FOR FALLS PREVENTION/ PRINCE WILLIAM 148,800
    GEORGE WASHINGTON REGIONAL COMMISSIONTHE FARMER'S MARKET
    406 PRINCESS ANNE ST
    FREDRICKSBURG,VA22402     		NONE PC FRESH FOOD ACCESS FOR COMMUNITY HEALTH 31,116
    GANG RESPONSE INTERVENTION TEAM
    4379 RIDGEWOOD CENTER DRIVE SUITE
    102
    WOODBRIDGE,VA22192     		NONE PC MAC TATTOO REMOVAL PROGRAM (GRIT) 9,689
    GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER
    4379 RIDGEWOOD CENTER DRIVE SUITE
    102
    WOODBRIDGE,VA22192     		NONE PC YR3 EXPANDING ACCESS TO DENTAL SERVICES IN PRINCE WILLIAM COUNTY 28,204
    GREATER PW COMMUNITY HEALTH CENTER
    4379 RIDGEWOOD CENTER DRIVE SUITE
    102
    WOODBRIDGE,VA22192     		NONE PC 15 MAP 15,000
    GREATER PW COMMUNITY HEALTH CENTER
    4379 RIDGEWOOD CENTER DRIVE SUITE
    102
    WOODBRIDGE,VA22192     		NONE PC 14 HSN INTEGRATED & COORDINATED HEALTH CARE AHOME 15,000
    GREATER PW COMMUNITY HEALTH CENTER
    4379 RIDGEWOOD CENTER DRIVE SUITE
    102
    WOODBRIDGE,VA22192     		NONE PC 15 HSN - INTEGRATED AND COORDINATED HEALTH CARE HOME 135,000
    LLOYD F MOSS FREE CLINIC
    1301 SAM PERRY BLVD
    FREDERICKSBURG,VA22401     		NONE PC 15 MAP 22,464
    LLOYD F MOSS FREE CLINIC
    1301 SAM PERRY BLVD
    FREDERICKSBURG,VA22401     		NONE PC 15 HSN - GENERAL OPERATING FUNDS 135,864
    LLOYD F MOSS FREE CLINIC
    1301 SAM PERRY BLVD
    FREDERICKSBURG,VA22401     		NONE PC 14 HSN GEN OPERATING FUNDS 15,000
    MANASSAS MIDWIFERY
    9171 KEY COMMONS COURT
    MANASSAS,VA20110     		NONE PC 14 HSN IMPROVING BIRTH & EARLY CHILDHOOD OUTCOMES 2,500
    MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION
    1616 ANDERSON ROAD
    MCLEAN,VA22102     		NONE PC YR2 MCCP FOUNDATION PROJECT PEARLY WHITES - LORTON 16,803
    MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION
    1616 ANDERSON ROAD
    MCLEAN,VA22102     		NONE PC YR3 MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION 18,863
    MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION
    1616 ANDERSON ROAD
    MCLEAN,VA22102     		NONE PC YR 3 MCCP FOUNDATION PROJECT PEARLY WHITES - LORTON 24,435
    NATIONAL CAPITAL POISON CENTER
    3201 NEW MEXICO AVENUE SUITE 310
    WASHINGTON,DC20016     		NONE PC WEB POISON CONTROL 150,000
    NATIONAL CAPITAL POISON CENTER
    3201 NEW MEXICO AVENUE SUITE 310
    WASHINGTON,DC20016     		NONE PC 15 HSN POISON CTRL SVCS TO THE FDN'S SVC AREA 148,500
    NATIONAL CAPITAL POISON CENTER
    3201 NEW MEXICO AVENUE SUITE 310
    WASHINGTON,DC20016     		NONE PC 14 HSN POISON CTRL SVCS TO THE FDN'S SVC AREA 16,500
    NAT'L COALITION OF 100 BLACK WOMEN - PWC CHAPTER
    PO BOX 1166
    DUMFRIES,VA22026     		NONE PC INCREASE AWARENESS ON PREVENTION, EARLY DETECTION, TREATMENT PROSTATE CANCER 58,800
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC PEDIATRIC PRIMARY CARE PROJECT 3,500
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC YR1 PRINCE WILLIAM HEALTHLINK 27,931
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC 15 HSN KIDS CONNECT 31,500
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC IMPROVING NUTRITION FOR LOW-INCOME FAMILIES 109,800
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC PRINCE WILLIAM HEALTHLINK 41,896
    NOVA SCRIPTSCENTRAL INC
    6400 ARLINGTON BLVD SUITE 120
    FALLS CHURCH,VA22042     		NONE PC 15 MAP 4,200
    NOVA SCRIPTSCENTRAL INC
    6400 ARLINGTON BLVD SUITE 120
    FALLS CHURCH,VA22042     		NONE PC 15 HSN - IMPROVING HLTH ACCESS IN PW, STAFFORD & LORTON 199,269
    NOVA SCRIPTSCENTRAL INC
    6400 ARLINGTON BLVD SUITE 120
    FALLS CHURCH,VA22042     		NONE PC 14 HSN - RX MEDICATIONS FOR LOW INCOME 20,000
    NUEVA VIDA INC
    5225 WISCONSIN AVE NW SUITE 503
    WASHINGTON,DC20015     		NONE PC YR2 REDUCING FRAGMENTATION AND IMPROVING CONTINUITY OF CARE ACROSS THE BREAST CANCER CONTINUUM 36,430
    NUEVA VIDA INC
    5225 WISCONSIN AVE NW SUITE 503
    WASHINGTON,DC20015     		NONE PC YR3 REDUCING FRAGMENTATION AND IMPROVING CONTINUITY OF CARE ACROSS THE BREAST CANCER CONTINUUM 56,831
    PATHWAY HOMES
    10201 FAIRFAX BLVD
    FAIRFAX,VA22030     		NONE PC PERMANENT SUPORTIVE HOUSING FOR FORMERLY HOMELESS W/SERIOUS MENTAL ILLNESS 36,000
    POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION
    14700 POTOMAC MILLS ROAD
    WOODBRIDGE,VA22192     		NONE PC YR3 TRANSPORTATION VOUCHER PROGRAM TO FACILITATE ACCESS TO HEALTH CARE NEEDS 157,635
    PRINCE WILLIAM AREA FREE CLINIC
    13900 CHURCH HILL DRIVE
    WOODBRIDGE,VA22191     		NONE PC 15 HSN UNIFIED HLTH CENTER 163,438
    PRINCE WILLIAM AREA FREE CLINIC
    13900 CHURCH HILL DRIVE
    WOODBRIDGE,VA22191     		NONE PC YR 3 MEDICATION ACCESS CASE MANAGEMENT 8,639
    PRINCE WILLIAM AREA FREE CLINIC
    13900 CHURCH HILL DRIVE
    WOODBRIDGE,VA22191     		NONE PC PRINCE WILLIAM AREA FREE CLINIC NAVIGATION 28,354
    PRINCE WILLIAM AREA FREE CLINIC
    13901 CHURCH HILL DRIVE
    WOODBRIDGE,VA22192     		NONE PC 14 HSN UNIFIED HEALTH CENTER 13,492
    PRINCE WILLIAM COUNTY DEPT OF SOCIAL SERVICES
    15941 DONALD CURTIS DRIVE SUITE 180
    WOODBRIDGE,VA22191     		NONE PC YR3 CASE COORDINATOR FOR HEALTH AND SUPPORTING SERVICES: ACCESS FOR THE MOST VULNERABLE HOMELESS ADULTS 11,996
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC BIOMEDICAL SCIENCE/PROJECT LEAD THE WAY 34,560
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC YR1 COORDINATED MENTAL HEALTH SUPPORT FOR AT-RISK YOUTH 33,385
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC YR2 HUMAN TRAFFICKING PREVENTION, IDENTIFICATION, AND REFERRAL 37,217
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC YR3 PRINCE WILLIAM COUNTY SCHOOL OF PRACTICAL NURSING 12,600
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC YR3 HUMAN TRAFFICKING PREVENTION, IDENTIFICATION, AND REFERRAL 41,096
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14716 BRISTOW ROAD
    MANASSAS,VA20113     		NONE PC YR2 COORDINATED MENTAL HEALTH SUPPORT FOR AT-RISK YOUTH 48,291
    PRINCE WILLIAM HEALTH DISTRICT
    9301 LEE AVENUE
    MANASSAS,VA20110     		NONE PC YR3 BEAT CANCER BREAST EDUCATION AWARENESS & TREATMENT 37,075
    PRINCE WILLIAM HEALTH DISTRICT
    9301 LEE AVENUE
    MANASSAS,VA20110     		NONE PC YR2 BEAT CANCER BREAST EDUCATION AWARENESS & TREATMENT 24,171
    PRINCE WILLIAM SOCCER INC
    14716 MINNIEVILLE RD
    WOODBRIDGE,VA22193     		NONE PC YR1 THE COURAGE F.U.N. PROJECT 10,311
    PRINCE WILLIAM SOCCER INC
    14717 MINNIEVILLE RD
    WOODBRIDGE,VA22194     		NONE PC YR2 THE COURAGE F.U.N. PROJECT 41,313
    PROJECT MEND-A-HOUSE INC
    9500 TECHNOLOGY DRIVE SUITE 101
    MANASSAS,VA20110     		NONE PC YR3 PREVENTING FALLS FOR SENIORS AND PERSONS WITH DISABILITIES 25,500
    PROJECT MEND-A-HOUSE INC
    9501 TECHNOLOGY DRIVE SUITE 101
    MANASSAS,VA20111     		NONE PC YR2 PREVENTING FALLS FOR SENIORS AND PERSONS WITH DISABILITIES 8,500
    PROJECT MEND-A-HOUSE INC
    9502 TECHNOLOGY DRIVE SUITE 101
    MANASSAS,VA20112     		NONE PC MAP - BOARD AND EXECUTIVE LEADERSHIP STRENGTHENING 20,700
    RAINBOW CENTER
    5605 ANTIOCH RD
    HAYMARKET,VA20169     		NONE PC YR 3 THE MANE EXPERIENCE 7,061
    RAPPAHANNOCK AREA AGENCY ON AGING
    460 LENDALL LANE
    FREDERICKSBURG,VA22405     		NONE PC YR2 THE RAAA AQUIA GARRISONVILLE HEATHCARE PROJECT 19,500
    RAPPAHANNOCK AREA AGENCY ON AGING
    460 LENDALL LANE
    FREDERICKSBURG,VA22405     		NONE PC YR3 THE RAAA AQUIA GARRISONVILLE HEALTHCARE PROJECT 13,654
    RX PARTNERSHIP
    2924 EMERYWOOD PARKWAY SUITE 300
    RICHMOND,VA23294     		NONE PC 15 HSN MEDICATION ACCESS FOR THE UNINSURED 22,500
    RX PARTNERSHIP
    2924 EMERYWOOD PARKWAY SUITE 300
    RICHMOND,VA23294     		NONE PC 15 MAP - STRATEGIC PLANNING 15,075
    RX PARTNERSHIP
    2924 EMERYWOOD PARKWAY SUITE 300
    RICHMOND,VA23294     		NONE PC 14 HSN MEDICATION ACCESS FOR THE UNINSURED 2,500
    SCAN OF NORTHERN VIRGINIA
    205 S WHITING STREET SUITE 205
    ALEXANDRIA,VA22304     		NONE PC SAFE BABIES AND CHILD ABUSE PREVENTION 15,000
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC YEAR 3 EVERY BABY, EVERY TIME! 12,239
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC 15 HSN FAMILY HEALTH CONNECTION MOBILE VANS 150,000
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC YR3 FAMILY HEALTH CONNECTION OUTREACH WORKER 10,147
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC YR3 HISPANIC DIABETES OUTREACH PROGRAM 18,194
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC YR3 SENTARA POTOMAC WOMEN'S HEALTH MAMMOVAN 90,778
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC DIABETES PREVENTION PROGRAM 27,851
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC IN PERSON INTERPRETING SERVICES 120,780
    STAFFORD SCHOOLS HEAD STARTVPIEARLY HEAD START
    610 GAYLE STREET
    FALMOUTH,VA22405     		NONE PC STAFFORD CHILDREN'S INSURANCE OUTREACH PROGRAM 11,594
    STREET LIGHT COMMUNITY OUTREACH MINISTRIES
    1550 PRINCE WILLIAM PKWY SUITE B
    WOODBRIDGE,VA22191     		NONE PC PERMANENT SUPPORTED HOUSING & RESPITE CARE FOR MEDICALLY FRAGILE HOMELESS ADULTS 29,994
    STREET LIGHT COMMUNITY OUTREACH MINISTRIES
    1551 PRINCE WILLIAM PKWY SUITE B
    WOODBRIDGE,VA22192     		NONE PC 15 MAP - FINANCIAL SUSTAINABILITY CAPACITY BUILDING 22,500
    STREET LIGHT COMMUNITY OUTREACH MINISTRIES
    1552 PRINCE WILLIAM PKWY SUITE B
    WOODBRIDGE,VA22193     		NONE PC YR2 PERMANENT SUPPORTED HOUSING & RESPITE CARE FOR MEDICALLY FRAGILE HOMELESS ADULTS 22,854
    THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
    13505 HILLENDALE DRIVE
    DALE CITY,VA22193     		NONE PC YR1 MEDICAL CASE MANAGEMENT 27,200
    THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
    13505 HILLENDALE DRIVE
    DALE CITY,VA22194     		NONE PC YR2 MEDICAL CASE MANAGEMENT 40,800
    THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
    13505 HILLENDALE DRIVE
    DALE CITY,VA22195     		NONE PC COMPLETION OF THERAPEUTIC SERVICES 66,360
    THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
    13505 HILLENDALE DRIVE
    DALE CITY,VA22196     		NONE PC VOSAC III DAY SUPPORT FOR THE MEDICALLY FRAGILE 150,000
    THE CITY OF MANASSAS PARK
    1 PARK CENTER COURT
    MANASSAS,VA20111     		NONE PC MASON AND PARTNERS BRIDGE CLINIC 150,000
    THE HOUSE INC STUDENT LEADERSHIP CENTER
    14001 CROWN COURT
    WOODBRIDGE,VA22193     		NONE PC YEAR 3 FITTING IN 10,500
    THE HOUSE INC STUDENT LEADERSHIP CENTER
    14001 CROWN COURT
    WOODBRIDGE,VA22193     		NONE PC MAP FITTING IN 1,200
    THE HOUSE INC STUDENT LEADERSHIP CENTER
    14001 CROWN COURT
    WOODBRIDGE,VA22193     		NONE PC YR3 THE HOUSE, INC.'S EMPOWERMENT CENTER 63,600
    THE HOUSE INC STUDENT LEADERSHIP CENTER
    14001 CROWN COURT
    WOODBRIDGE,VA22193     		NONE PC PROJECT PLAY 132,000
    YOUNG INVINCIBLES
    1411 K ST NW
    WASHINGTON,DC20005     		NONE PC HEALTHY YOUNG AMERICA 70,000
    YOUTH FOR TOMORROW
    11834 HAZEL CIRCLE DRIVE
    BRISTOW,VA22135     		NONE PC YEAR 3 YOUTH FOR TOMORROW CRISIS INTERVENTION COUNSELING PROGRAM 17,260
    YOUTH FOR TOMORROW
    11835 HAZEL CIRCLE DRIVE
    BRISTOW,VA22136     		NONE PC YEAR 3 YFT DIAGNOSTIC AND ASSESSMENT CENTER 85,249
    Total .................................bullet 3a 4,604,442
    bApproved for future payment
    ACTION IN COMMUNITY THROUGH SERVICE
    3900 ACTS LANE
    DUMFRIES,VA22026     		NONE PC 15 MAP CAPACITY BUILDING AND ACCOUNTING SOFTWARE 2,500
    AMERICAN HEART ASSOCIATION
    4301 FAIRFAX DRIVE SUITE 530
    ARLINGTON,VA22203     		NONE PC YR 2 CPR ANYTIME 37,158
    ASPIRA ASSOCIATION INC
    1444 I STREET NW SUITE 800
    WASHINGTON,DC20005     		NONE PC YR 2PROMOTING HEALTH AND WELLNESS BY EMPOWERING LATINO YOUTH AND COMMUNITY 36,138
    BRAIN INJURY SERVICES
    8136 OLD KEENE MILL ROAD
    SPRINGFIELD,VA22152     		NONE PC CREST: COLLABORATIVE REHABILITATION TO ENHANCE STROKE TREATMENT 67,544
    CHANGE IN ACTION INC
    128884 HARBOR DRIVE SUITE 203
    WOODBRIDGE,VA22192     		NONE PC BEHAVIORAL MANAGEMENT FOR TRAUMATIC EXPOSURE 74,634
    CHANGEINACTIONINC
    128884 HARBOR DRIVE SUITE 204
    WOODBRIDGE,VA22193     		NONE PC 15 MAP 1,838
    EMPOWERHOUSE
    PO BOX 1007
    FREDRICKSBURG,VA22402     		NONE PC INTERPERSONAL VIOLENCE HEALTHCARE PARTNERSHIP PROGRAM 30,402
    GEORGE MASON UNIVERSITY
    10900 UNIVERSITY BLVD MS 4E5
    MANASSAS,VA20110     		NONE PC MIDDLE SCHOOL ACHIEVES 100,000
    GEORGE MASON UNIVERSITY
    10901 UNIVERSITY BLVD MS 4E5
    MANASSAS,VA20111     		NONE PC POISED (PRECISION OUTREACH INTERVENTION , SCREENING SURVEILLANCE & EXERCISE FOR FALLS PREVENTION/ PRINCE WILLIAM 99,200
    GEORGE WASHINGTON REGIONAL COMMISSIONTHE FARMER'S MARKET
    406 PRINCESS ANNE ST
    FREDRICKSBURG,VA22402     		NONE PC FRESH FOOD ACCESS FOR COMMUNITY HEALTH 20,744
    GANG RESPONSE INTERVENTION TEAM
    4379 RIDGEWOOD CENTER DRIVE SUITE
    102
    WOODBRIDGE,VA22192     		NONE PC MAC TATTOO REMOVAL PROGRAM (GRIT) 6,459
    GREATER PW COMMUNITY HEALTH CENTER
    4379 RIDGEWOOD CENTER DRIVE SUITE
    102
    WOODBRIDGE,VA22192     		NONE PC 14 HSN INTEGRATED & COORDINATED HEALTH CARE AHOME 25,000
    LLOYD F MOSS FREE CLINIC
    1301 SAM PERRY BLVD
    FREDERICKSBURG,VA22401     		NONE PC 15 MAP 2,496
    LLOYD F MOSS FREE CLINIC
    1301 SAM PERRY BLVD
    FREDERICKSBURG,VA22401     		NONE PC 15 HSN - GENERAL OPERATING FUNDS 15,096
    MEDICAL CARE FOR CHILDREN PARTNERSHIP FOUNDATION
    1616 ANDERSON ROAD
    MCLEAN,VA22102     		NONE PC YR 3 MCCP FOUNDATION PROJECT PEARLY WHITES - LORTON 16,290
    NATIONAL CAPITAL POISON CENTER
    3201 NEW MEXICO AVENUE SUITE 310
    WASHINGTON,DC20016     		NONE PC WEB POISON CONTROL 100,000
    NATIONAL CAPITAL POISON CENTER
    3201 NEW MEXICO AVENUE SUITE 310
    WASHINGTON,DC20016     		NONE PC 14 HSN POISON CTRL SVCS TO THE FDN'S SVC AREA 16,500
    NAT'L COALITION OF 100 BLACK WOMEN - PWC CHAPTER
    PO BOX 1166
    DUMFRIES,VA22026     		NONE PC INCREASE AWARENESS ON PREVENTION, EARLY DETECTION, TREATMENT PROSTATE CANCER 39,200
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC 15 HSN KIDS CONNECT 3,500
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC IMPROVING NUTRITION FOR LOW-INCOME FAMILIES 73,200
    NORTHERN VIRGINIA FAMILY SERVICE
    10455 WHITE GRANITE DRIVE SUITE 100
    OAKTON,VA22124     		NONE PC PRINCE WILLIAM HEALTHLINK 27,931
    NOVA SCRIPTSCENTRAL INC
    6400 ARLINGTON BLVD SUITE 120
    FALLS CHURCH,VA22042     		NONE PC 15 MAP 2,800
    NOVA SCRIPTSCENTRAL INC
    6400 ARLINGTON BLVD SUITE 120
    FALLS CHURCH,VA22042     		NONE PC 15 HSN - IMPROVING HLTH ACCESS IN PW, STAFFORD & LORTON 22,141
    NUEVA VIDA INC
    5225 WISCONSIN AVE NW SUITE 503
    WASHINGTON,DC20015     		NONE PC YR3 REDUCING FRAGMENTATION AND IMPROVING CONTINUITY OF CARE ACROSS THE BREAST CANCER CONTINUUM 37,888
    PATHWAY HOMES
    10201 FAIRFAX BLVD
    FAIRFAX,VA22030     		NONE PC PERMANENT SUPORTIVE HOUSING FOR FORMERLY HOMELESS W/SERIOUS MENTAL ILLNESS 24,000
    PRINCE WILLIAM AREA FREE CLINIC
    13900 CHURCH HILL DRIVE
    WOODBRIDGE,VA22191     		NONE PC 15 HSN UNIFIED HLTH CENTER 18,160
    PRINCE WILLIAM AREA FREE CLINIC
    13900 CHURCH HILL DRIVE
    WOODBRIDGE,VA22191     		NONE PC PRINCE WILLIAM AREA FREE CLINIC NAVIGATION 18,903
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC BIOMEDICAL SCIENCE/PROJECT LEAD THE WAY 23,040
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC YR2 HUMAN TRAFFICKING PREVENTION, IDENTIFICATION, AND REFERRAL 1,520
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14715 BRISTOW ROAD
    MANASSAS,VA20112     		NONE PC YR3 HUMAN TRAFFICKING PREVENTION, IDENTIFICATION, AND REFERRAL 29,888
    PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
    14716 BRISTOW ROAD
    MANASSAS,VA20113     		NONE PC YR2 COORDINATED MENTAL HEALTH SUPPORT FOR AT-RISK YOUTH 35,603
    PRINCE WILLIAM HEALTH DISTRICT
    9301 LEE AVENUE
    MANASSAS,VA20110     		NONE PC YR3 BEAT CANCER BREAST EDUCATION AWARENESS & TREATMENT 24,717
    PRINCE WILLIAM SOCCER INC
    14717 MINNIEVILLE RD
    WOODBRIDGE,VA22194     		NONE PC YR2 THE COURAGE F.U.N. PROJECT 27,542
    PROJECT MEND-A-HOUSE INC
    9502 TECHNOLOGY DRIVE SUITE 101
    MANASSAS,VA20112     		NONE PC MAP - BOARD AND EXECUTIVE LEADERSHIP STRENGTHENING 2,300
    RAPPAHANNOCK AREA AGENCY ON AGING
    460 LENDALL LANE
    FREDERICKSBURG,VA22405     		NONE PC YR3 THE RAAA AQUIA GARRISONVILLE HEALTHCARE PROJECT 9,101
    RX PARTNERSHIP
    2924 EMERYWOOD PARKWAY SUITE 300
    RICHMOND,VA23294     		NONE PC 15 HSN MEDICATION ACCESS FOR THE UNINSURED 2,500
    RX PARTNERSHIP
    2925 EMERYWOOD PARKWAY SUITE 300
    RICHMOND,VA23295     		NONE PC 15 MAP - STRATEGIC PLANNING 1,675
    SCAN OF NORTHERN VIRGINIA
    205 S WHITING STREET SUITE 205
    ALEXANDRIA,VA22304     		NONE PC SAFE BABIES AND CHILD ABUSE PREVENTION 10,000
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC 14A HSN FAMILY HEALTH CONNECTION MOBILE VANS 15,000
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC YR3 HISPANIC DIABETES OUTREACH PROGRAM 6,065
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC YR3 SENTARA POTOMAC WOMEN'S HEALTH MAMMOVAN 36,046
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC DIABETES PREVENTION PROGRAM 18,567
    SENTARA NORTHERN VIRGINIA MEDICAL CENTER
    2300 OPITZ BLVD
    WOODBRIDGE,VA22191     		NONE PC IN PERSON INTERPRETING SERVICES 80,520
    STAFFORD SCHOOLS HEAD STARTVPIEARLY HEAD START
    610 GAYLE STREET
    FALMOUTH,VA22405     		NONE PC STAFFORD CHILDREN'S INSURANCE OUTREACH PROGRAM 7,729
    STREET LIGHT COMMUNITY OUTREACH MINISTRIES
    1550 PRINCE WILLIAM PKWY SUITE B
    WOODBRIDGE,VA22191     		NONE PC PERMANENT SUPPORTED HOUSING & RESPITE CARE FOR MEDICALLY FRAGILE HOMELESS ADULTS 21,737
    STREET LIGHT COMMUNITY OUTREACH MINISTRIES
    1551 PRINCE WILLIAM PKWY SUITE B
    WOODBRIDGE,VA22192     		NONE PC 15 MAP - FINANCIAL SUSTAINABILITY CAPACITY BUILDING 2,500
    THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
    13505 HILLENDALE DRIVE
    DALE CITY,VA22194     		NONE PC YR2 MEDICAL CASE MANAGEMENT 27,200
    THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
    13505 HILLENDALE DRIVE
    DALE CITY,VA22195     		NONE PC COMPLETION OF THERAPEUTIC SERVICES 44,240
    THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC
    13505 HILLENDALE DRIVE
    DALE CITY,VA22196     		NONE PC VOSAC III DAY SUPPORT FOR THE MEDICALLY FRAGILE 100,000
    THE CITY OF MANASSAS PARK
    1 PARK CENTER COURT
    MANASSAS,VA20111     		NONE PC MASON AND PARTNERS BRIDGE CLINIC 100,000
    THE HOUSE INC STUDENT LEADERSHIP CENTER
    14001 CROWN COURT
    WOODBRIDGE,VA22193     		NONE PC PROJECT PLAY 88,000
    YOUNG INVINCIBLES
    1411 K ST NW
    WASHINGTON,DC20005     		NONE PC HEALTHY YOUNG AMERICA 30,000
    VA FDN FOR COMMUNITY COLLEGE EDUCATION
    101 N14TH ST
    RICHMOND,VA23219     		  PC CYCLE 14A FELLOWS PROGRAM 50,000
    VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE
    101 N14TH ST
    RICHMOND,VA23219     		  PC POTOMAC HEALTH FOUNDATION FELLOWS PROGRAM 125,000
    Total .................................bullet 3b 1,840,212
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 315  
    4 Dividends and interest from securities....     14 4,627,319  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 -14,012  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aRETURNED PAYMENTS         105,336
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,613,622 105,336
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,718,958
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 AMOUNTS PAID FOR GRANTS IN PRIOR YEAR AND RETURNED IN THE CURRENT YEAR
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 47,482 0   64,390

    TY 2014 InvestmentsOtherSchedule2
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEI CORE FIXED INCOME FUND 1,279,256.134 SHARES FMV 13,432,189 13,432,189
    SEI SPECIAL SITUATIONS FUND LTD 2,903.787 SHARES FMV 3,782,322 3,782,322
    SEI SMALL CAP FUND (SLPAX) 164,674.78 SHARES FMV 2,969,086 2,969,086
    SEI INSTITUTIONAL INVESTMENT TRUST 307,131.879 SHARES FMV 2,715,046 2,715,046
    SIIT EMERGING MARKETS DEBT FUND SEDAX 484,173.825 SHARES FMV 4,362,406 4,362,406
    SIIT ULTRA SHORT DURATION BOND FUND 254,758.322 SHARES FMV 2,539,940 2,539,940
    SEI CORE PROPERTY FUND 7,875.893 SHARES FMV 13,876,115 13,876,115
    SEI US MANAGED VOL FUND 280,043.855 SHARES FMV 4,018,629 4,018,629
    SIIT MULTI ASSET REAL RETURN FUND 775,881.785 SHARES FMV 6,509,648 6,509,648
    GLOBAL MANAGED VOL FUND (SVTAX) 644,560.532 SHARES FMV 7,354,436 7,354,436
    SEI LARGE CAP FUND (SLCAX) 715,312.62 SHARES FMV 15,972,931 15,972,931
    SEI SIIT OPPORTUNISTIC INCOME FD-A 624,165.876 SHARES FMV 5,080,710 5,080,710
    SEI WORLD EQUITY EX-US FUND (WEUSX) 796,509.739 SHARES FMV 9,096,141 9,096,141
    EMERGING MARKETS EQUITY FUND (SIEMX) 271,852.311 SHARES FMV 2,468,419 2,468,419
    SEI DYNAMIC ASSET ALLOC FUND 300,530.3480 SHARES FMV 5,030,878 5,030,878

    TY 2014 LandEtcSchedule2
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE & EQUIPMENT 36,148 28,238 7,910 7,910


    TY 2014 LegalFeesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 100 0   100


    TY 2014 OtherAssetsSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX OVERPAYMENT 16,994    


    TY 2014 OtherDecreasesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL DEVELOPMENT 14,074 0   20,414
    TECH EXPENSE 15,118 0   15,544
    OTHER EXPENSE 11,497 0   4,275
    INSURANCE 2,179 0   2,179
    SEI CORE PROPERTY FUND, LP OTHER DEDUCTIONS 0 40,352   0


    TY 2014 OtherIncomeSchedule2
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RETURNED PAYMENTS 105,336   105,336


    TY 2014 OtherIncreasesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Description Amount
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO RELATED PARTY 10,621 23,496
    DEFERRED TAX LIABILITY 102,977 74,658


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 397,084 397,084   0
    CONSULTANT FEES 41,339 0   41,339


    TY 2014 TaxesSchedule
    Name:
    POTOMAC HEALTH FOUNDATION
    EIN: 52-1340920
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 41,922 0   0