Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$107,812,905J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,695 1,695  
4 Dividends and interest from securities... 4,495,804 4,767,773  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 727,819
b Gross sales price for all assets on line 6a 24,083,609
7 Capital gain net income (from Part IV, line 2)... 1,100,045
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
List of Attached Documents:
// Content
0 56,743  
12 Total. Add lines 1 through 11........ 5,225,318 5,926,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 213,672 32,051   185,239
14 Other employee salaries and wages...... 129,676 0   85,077
15 Pension plans, employee benefits....... 67,074 7,372   50,276
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,369 0   8,369
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,607 0   47,607
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
766,472 612,572   163,900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
53,518 1,523   0
19 Depreciation (attach schedule) and depletion... 3,124 0  
20 Occupancy.............. 37,706 0   0
21 Travel, conferences, and meetings....... 8,214 0   2,025
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60,067 246,962   60,882
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,395,499 900,480   603,375
25 Contributions, gifts, grants paid....... 6,375,907 5,972,302
26 Total expenses and disbursements. Add lines 24 and 25 7,771,406 900,480   6,575,677
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,546,088
b Net investment income (if negative, enter -0-) 5,025,776
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 286,722 211,095 211,095
3 Accounts receivable right arrow103,441
Less: allowance for doubtful accounts right arrow   89,717 103,441 103,441
4 Pledges receivable right arrow138,967
Less: allowance for doubtful accounts right arrow   233,411 138,967 138,967
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 17,550 122,098 122,098
10a Investments—U.S. and state government obligations (attach schedule) 334,683 Click to see attachment
List of Attached Documents:
// Content
340,132 		340,132
b Investments—corporate stock (attach schedule)....... 46,681,801 Click to see attachment
List of Attached Documents:
// Content
48,437,334 		48,437,334
c Investments—corporate bonds (attach schedule)....... 29,781,276 Click to see attachment
List of Attached Documents:
// Content
31,618,874 		31,618,874
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 28,203,230 Click to see attachment
List of Attached Documents:
// Content
26,833,850 		26,833,850
14 Land, buildings, and equipment: basis right arrow61,243
Less: accumulated depreciation (attach schedule) right arrow54,129 10,238 Click to see attachment
List of Attached Documents:
// Content
7,114 		7,114
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 105,638,628 107,812,905 107,812,905
Liabilities 17 Accounts payable and accrued expenses.......... 445,176 375,173
18 Grants payable................. 4,406,256 4,809,861
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
126,250 		Click to see attachment
List of Attached Documents:
// Content
180,145
23 Total liabilities (add lines 17 through 22)......... 4,977,682 5,365,179
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 100,660,946 102,447,726
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 100,660,946 102,447,726
30 Total liabilities and net assets/fund balances (see instructions). 105,638,628 107,812,905
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
100,660,946
2
Enter amount from Part I, line 27a .....................
2
-2,546,088
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,332,868
4
Add lines 1, 2, and 3 ..........................
4
102,447,726
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
102,447,726
Form 990-PF (2023)
Form 990-PF (2023)
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 LP P 2016-01-01 2023-11-08
c PASS-THROUGH GAINS P    
d REMOVE UBI P    
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 23,435,121   23,127,985 307,136
b 648,488   227,805 420,683
c       386,767
d       -14,541
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       307,136
b       420,683
c       386,767
d       -14,541
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 1,100,045
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 69,858
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 69,858
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 69,858
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 131,074
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 131,074
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 61,216
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow61,216 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
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 addressright arrowWWW.POTOMACHEALTHFOUNDATION.ORG
14
The books are in care ofright arrowERIN MATTHEWS THOMAS Telephone no.right arrow (703) 523-0620

Located atright arrow2296 OPITZ BOULEVARD SUITE 200WOODBRIDGEVA ZIP+4right arrow22191
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
ERIN THOMAS-MATTHEWS EXECUTIVE DIRECTOR
40.00 		102,080 23,478 600
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
STEVEN LIGA EXECUTIVE DIRECTOR TO JUL 2023
40.00 		111,592 25,666 300
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
CAROL S SHAPIRO MD MBA VICE-CHAIR
4.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
MARION M WALL CHAIR
4.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
R MICHAEL SORENSEN TREASURER
3.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
WAYNE MALLARD SECRETARY
2.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
CARLOS CASTRO DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
PAUL GADEN DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
SAM HILL EDD DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
PHYLLIS MORGAN PHD DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
WILLIAM M MOSS DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
SARAH PITKIN PHD DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
WILIAM C REHA MD MBA DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
ALICE TANG DO MBA DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
CLARICE TORIAN MED DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
GAYLE WHITLOCK DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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 612,572
1 FREEDOM VALLEY DRIVE
OAKS,PA19456
CATCHAFIRE SUPPORT FOR GRANTEES 80,000
31 E 32ND STREET
MANHATTAN,NY10016
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
106,095,029
b
Average of monthly cash balances.......................
1b
230,498
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
106,325,527
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
106,325,527
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,594,883
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
104,730,644
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,236,532
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,236,532
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
69,858
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
8,040
c
Add lines 2a and 2b............................
2c
77,898
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,158,634
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,158,634
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 XII, line 1 ...
7
5,158,634
Part XI
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
6,575,677
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
6,575,677
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,158,634
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 811,015
b Total for prior years:2021, 20, 20 798,979
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,575,677
a Applied to 2022, but not more than line 2a 811,015
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
798,979
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 4,965,683
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		192,951
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
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 INC

PO BOX 74
DUMFRIES,VA22026 		  PC OPERATING SUPPORT 250,000

BOYS & GIRLS CLUB OF GREATER WASHINGTON

4103 BENNING RD NE
WASHINGTON,DC20019 		  PC REFURBISH GYM AT BGCGWS HYLTON CLUB IN DALE CITY 18,955

BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS)

133 PARK STREET NE SUITE 3B
VIENNA,VA22180 		  PC SUPPLYING MENSTRUAL SUPPLIES & UNDERGARMENTS TO RESIDENTS OF PRINCE WILLIAM COUNTY 37,800

BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS)

133 PARK STREET NE SUITE 3B
VIENNA,VA22180 		  PC SUPPLYING MENSTRUAL SUPPLIES & UNDERGARMENTS TO RESIDENTS OF PRINCE WILLIAM COUNTY 16,194

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		  PC TACKLING FOOD INSECURITY IN PRINCE WILLIAM COUNTY BOTH DURING AND POST-PANDEMIC 15,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		  PC SHORT-TERM EMERGENCY FOOD IN PHF SERVICE AREA 52,500

CAPITAL CARING HEALTH

3180 FAIRVIEW PARK DRIVE SUITE 600
FALLS CHURCH,VA22042 		  PC COMMUNITY GRIEF & COUNSELING PROGRAM 26,530

CAPITAL CARING HEALTH

3180 FAIRVIEW PARK DRIVE SUITE 600
FALLS CHURCH,VA22042 		  PC EXPANDING STAY AT HOME SERVICES 20,830

CATHOLIC CHARITIES ARLINGTON DIOCESE MOTHER OF MERCY FREE MEDICAL CLINIC

9380 FORESTWOOD LANE UNIT B
MANASSAS,VA20110 		  PC OPERATING SUPPORT 30,000

CATHOLIC CHARITIES ARLINGTON DIOCESE MOTHER OF MERCY FREE MEDICAL CLINIC

9380 FORESTWOOD LANE UNIT B
MANASSAS,VA20110 		  PC OPERATING SUPPORT 100,000

FOODS & FRIENDS INC

219 RIGGS ROAD NE
WASHINGTON,DC20011 		  PC SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS 12,000

FOODS & FRIENDS INC

219 RIGGS ROAD NE
WASHINGTON,DC20011 		  PC SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS 28,000

FORMED FAMILIES FORWARD

4031 UNIVERSITY DRIVE SECOND FLOOR
FAIRFAX,VA22030 		  PC TRAUMA-INFORMED CARE FOR CHILDREN WITH DISABILITIES: EMPOWERING FAMILIES TO PARTNER FOR SAFETY 8,858

GEORGE MASON UNIVERSITY OFFICE OF SPONSORED PROGRAMS

4400 UNIVERSITY DRIVE MSN 4C6
FAIRFAX,VA220304422 		  PC OPERATING SUPPORT 25,000

GEORGE MASON UNIVERSITY OFFICE OF SPONSORED PROGRAMS

4400 UNIVERSITY DRIVE MSN 4C6
FAIRFAX,VA220304422 		  PC OPERATING SUPPORT 150,000

GOOD SHEPHERD HOUSING AND FAMILY SERVICES

PO BOX 15096
ALEXANDRIA,VA22309 		  PC HALO FOR HEALTH IMPROVEMENTS 17,400

GREATER DC DIAPER BANK

5614 CONNECTICUT AVENUE NW 285
WASHINGTON,DC20015 		  PC PROVIDING FAMILIES IN GREATER DC WITH ESSENTIALS TO THRIVE 17,500

GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER

4379 RIDGEWOOD CENTER DRIVE SUITE
102
WOODBRIDGE,VA22192 		  PC OPERATING SUPPORT 30,000

GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER

4379 RIDGEWOOD CENTER DRIVE SUITE
102
WOODBRIDGE,VA22192 		  PC OPERATING SUPPORT 100,000

INOVA HEALTH CARE SERVICES

2740 PROSPERITY AVENUE SUITE 200
FAIRFAX,VA22031 		  PC INCREASE AVAILABILITY & ACCESS TO FORENSIC SERVICES IN PRINCE WILLIAM COUNTY 77,000

INOVA HEALTH CARE SERVICES

2740 PROSPERITY AVENUE SUITE 200
FAIRFAX,VA22031 		  PC EXPANDING BEHAVIORAL HEALTH SERVICE CAPACITY IN PRINCE WILLIAM COUNTY 145,853

INSTITUTE OF PUBLIC HEALTH INNOVATION

1301 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		  PC CAPACITY BUILDING 87,700

JUST NEIGHBORS

7630 LITTLE RIVER TURNPIKE SUITE
900
ANNANDALE,VA22003 		  PC IMMIGRANT-FOCUSED MEDICAL LEGAL PARTNERSHIP 52,500

LEADERSHIP PRINCE WILLIAM

9720 CAPITAL COURT SUITE 204
MANASSAS,VA20110 		  PC SCHOLARSHIPS FOR PEOPLE OF COLOR 16,500

LEGAL AID JUSTICE CENTER

1000 PRESTON AVENUE
CHARLOTTESVILLE,VA22903 		  PC PROTECTING THE LIVES AND LIVELIHOODS OF LOW-INCOME IMMIGRANTS 45,000

LEGAL AID JUSTICE CENTER

1000 PRESTON AVENUE
CHARLOTTESVILLE,VA22903 		  PC LEGAL AID JUSTICE CENTER 105,000

LITERACY VOLUNTEERS OF AMERICA PRINCE WILLIAM

4326 DALE BLVD SUITE 2
WOODBRIDGE,VA22193 		  PC B4 HEALTH LITERACY 42,000

LLOYD F MOSS FREE CLINIC

1301 SAM PERRY BOULEVARD
FREDERICKSBURG,VA22401 		  PC OPERATING SUPPORT 31,000

LLOYD F MOSS FREE CLINIC

1301 SAM PERRY BOULEVARD
FREDERICKSBURG,VA22401 		  PC OPERATING SUPPORT 93,000

LORTON COMMUNITY ACTION CENTER

9518 RICHMOND HWY
LORTON,VA22079 		  PC ALL CAN BE HEALTH INITIATIVE 52,500

MEDICAL SOCIETY OF VIRGINIA

2924 EMERYWOOD PARKWAY SUITE 300
RICHMOND,VA23294 		  PC VMAP PROVIDER EDUCATION/REACH TRAINING SUPPORT 10,000

NATIONAL CAPITAL TREATMENT & RECOVERY

200 N GLEBE ROAD SUITE 104
ARLINGTON,VA22203 		  PC PATIENT ASSISTANCE FUND - PHF SERVICE AREA 17,500

NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER

PO BOX 1166
DUMFRIES,VA22026 		  PC OPERATING SUPPORT 4,500

NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER

PO BOX 1166
DUMFRIES,VA22026 		  PC HEALTH EQUITY: PROMOTING ORAL HEALTH 57,400

NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM (NAKASEC)

4304 EVERGREEN LANE SUITE 104
ANNANDALE,VA22003 		  PC STRENGTHENING COMMUNITY HEALTH CARE THROUGH SERVICE & ADVOCACY 31,142

NORTHERN VIRGINIA FAMILY SERVICE

10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC OPERATING SUPPORT 250,000

NORTHERN VIRGINIA FAMILY SERVICE

10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC KIDS CONNECT 9,600

NORTHERN VIRGINIA FAMILY SERVICE

10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC PUBLIC HEALTH BENEFITS & INSURANCE NAVIGATION 59,113

NORTHERN VIRGINIA FAMILY SERVICE

10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC OPERATING SUPPORT 87,500

NORTHERN VIRGINIA FOOD RESCUE

PO BOX 74
DUMFRIES,VA22026 		  PC FOOD RESCUE EXPANSION 52,500

NORTHERN VIRGINIA FOOD RESCUE

PO BOX 74
DUMFRIES,VA22026 		  PC FOOD RESCUE EXPANSION 122,500

NOVA SCRIPTSCENTRAL INC

6400 ARLINGTON BOULEVARD SUITE 120
FALLS CHURCH,VA22042 		  PC OPERATING SUPPORT 46,000

NOVA SCRIPTSCENTRAL INC

6400 ARLINGTON BOULEVARD SUITE 120
FALLS CHURCH,VA22042 		  PC OPERATING SUPPORT 115,000

NUEVA VIDA INC

206 N WASHINGTON STREET SUITE 300
ALEXANDRIA,VA22314 		  PC ACCESS & CONTINUITY OF CARE FOR MEDICALLY UNDERSERVED LATINAS 105,000

PATHWAY HOMES

10201 FAIRFAX BOULEVARD
FAIRFAX,VA22030 		  PC PERMANENT SUPPORTIVE HOUSING 175,000

PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC

PO BOX 5148
WOODBRIDGE,VA22194 		  PC COMBATING HUNGER ON WHEELS WAGON INITIATIVE 16,584

PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC

PO BOX 5148
WOODBRIDGE,VA22194 		  PC COMBATING HUNGER ON WHEELS WAGON INITIATIVE 45,990

PRINCE WILLIAM COUNTY COMMUNITY SERVICES

7969 ASHTON AVENUE
MANASSAS,VA20109 		  GOV CRISIS RECEIVING AND STABILIZATION CENTER 500,000

PRINCE WILLIAM DROP-IN CENTER

13184 CENTERPOINTE WAY
WOODBRIDGE,VA22192 		  PC OPERATING SUPPORT 51,500

PROJECT MEND-A-HOUSE INC

9500 TECHNOLOGY DRIVE SUITE 101
MANASSAS,VA20110 		  PC REPAIRING FOR SAFE & HEALTHY HOMES 60,000

RX PARTNERSHIP

2924 EMERYWOOD PARKWAY SUITE 300
RICHMOND,VA23294 		  PC OPERATING SUPPORT 10,000

RX PARTNERSHIP

2924 EMERYWOOD PARKWAY SUITE 300
RICHMOND,VA23294 		  PC VIRTUAL AUDIT IMPROVEMENTS 30,000

SCAN OF NORTHERN VIRGINIA

205 S WHITING STREET SUITE 205
ALEXANDRIA,VA22304 		  PC CHILDHOOD TRAUMA & HEALTH PROGRAMMATIC & OPERATIONS SUPPORT 125,000

SENTARA NORTHERN VIRGINIA MEDICAL CENTER

2300 OPITZ BOULEVARD
WOODBRIDGE,VA22191 		  PC NURSING SCHOLARSHIP PROGRAM 21,000

SENTARA NORTHERN VIRGINIA MEDICAL CENTER

2300 OPITZ BOULEVARD
WOODBRIDGE,VA22191 		  PC OPERATING SUPPORT 87,500

SENTARA NORTHERN VIRGINIA MEDICAL CENTER

2300 OPITZ BOULEVARD
WOODBRIDGE,VA22191 		  PC MOBILE VAN 35,000

STAFFORD SCHOOLS HEAD START

610 GAYLE STREET
FALMOUTH,VA22405 		  PC CHILDREN'S HEALTH INSURANCE OUTREACH 21,000

STAFFORD SCHOOLS HEAD START

610 GAYLE STREET
FALMOUTH,VA22405 		  PC CHILDREN'S HEALTH INSURANCE OUTREACH 4,348

STREETLIGHT COMMUNITY OUTREACH MINISTRIES

14806 BLACKBURN ROAD
WOODBRIDGE,VA22191 		  PC REGISTERED NURSE POSITION FOR STREETLIGHT MEDICALLY FRAGILE SUPPORTIVE HOUSING AND SHELTER CLIENTS 19,745

STREETLIGHT COMMUNITY OUTREACH MINISTRIES

14806 BLACKBURN ROAD
WOODBRIDGE,VA22191 		  PC REGISTERED NURSE POSITION FOR STREETLIGHT MEDICALLY FRAGILE SUPPORTIVE HOUSING AND SHELTER CLIENTS 52,748

TENANTS AND WORKERS UNITED

3801 MOUNT VERNON AVE 215
ALEXANDRIA,VA22305 		  PC WOODBRIDGE EVICTION PREVENTION, HEALTH & HOUSING INFORMATION SHARING, AND COMMUNITY DEVELOPMENT 15,942

THE ARC OF GREATER PRINCE WILLIAMINSIGHT INC

13505 HILLENDALE DRIVE
DALE CITY,VA22193 		  PC BUILDING & IMPROVING CAPACITY 250,000

THE CHRIS ATWOOD FOUNDATION

PO BOX 9282
RESTON,VA20195 		  PC REVIVE TO THRIVE 32,565

THE CHRIS ATWOOD FOUNDATION

PO BOX 9282
RESTON,VA20195 		  PC IMPROVING INDIVIDUAL HEALTH 75,985

THE FENWICK FOUNDATION

23 N FENWICK STREET
ARLINGTON,VA22201 		  PC PROJECT ADAPT - DENTAL CARE FOR PRINCE WILLIAM COUNTY LOW-RESOURCE OLDER ADULTS 9,000

THE FENWICK FOUNDATION

23 N FENWICK STREET
ARLINGTON,VA22201 		  PC PROJECT ADAPT - DENTAL CARE FOR PRINCE WILLIAM COUNTY LOW-RESOURCE OLDER ADULTS 105,000

THE GOOD NEWS COMMUNITY KITCHEN

308 POPLAR ALLEY B
OCCOQUAN,VA22125 		  PC MOBILE MEALS 22,500

THE HOUSE STUDENT LEADERSHIP CENTER

1400 CROWN COURT SUITE 105
WOODBRIDGE,VA22193 		  PC OPERATING SUPPORT 250,000

THE SALVATION ARMY OF PRINCE WILLIAM

1483 OLD BRIDGE ROAD UNIT 102
WOODBRIDGE,VA22192 		  PC EMERGENCY FOOD, RENT & UTILITIES ASSISTANCE PROGRAM 49,000

THE VOLUNTARY ACTION CENTER OF PRINCE WILLIAM AREA INC

9248 CENTER STREET
MANASSAS,VA20110 		  PC VETS - VETERANS ENHANCED TRANSPORTATION SERVICES 15,000

THE VOLUNTARY ACTION CENTER OF PRINCE WILLIAM AREA INC

9248 CENTER STREET
MANASSAS,VA20110 		  PC VETS - VETERANS ENHANCED TRANSPORTATION SERVICES 35,000

THE WOMEN'S CENTER

133 PARK STREET NE
VIENNA,VA22180 		  PC ENHANCED ACCESS TO MENTAL HEALTH PROGRAM 22,500

THE WOMEN'S CENTER

133 PARK STREET NE
VIENNA,VA22180 		  PC ENHANCED ACCESS TO MENTAL HEALTH PROGRAM 35,000

VIRGINIA COMMUNITY FOOD CONNECTIONS

406 PRINCESS ANNE STREET
FREDERICKSBURG,VA22401 		  PC OPERATING SUPPORT 60,000

VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION

300 ARBORETUM PLACE SUITE 200
RICHMOND,VA23219 		  PC PHF FELLOWS PROGRAM 125,000

VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY

1716 E FRANKLIN STREET
RICHMOND,VA23223 		  PC DEEPENING HEALTH ADVOCACY CAPACITY 22,500

VIRGINIA POVERTY LAW CENTER

919 E MAIN STREET SUITE 610
RICHMOND,VA23219 		  PC ENROLL VIRGINIA - POTOMAC 198,805

VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE)

4444 ARLINGTON BLVD
ARLINGTON,VA22204 		  PC PRINCE WILLIAM COUNTY CRISIS STABILIZATION UNIT 25,500

VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE)

4444 ARLINGTON BLVD
ARLINGTON,VA22204 		  PC PRINCE WILLIAM COUNTY CRISIS STABILIZATION UNIT 70,000

VOICES FOR VIRGINIA'S CHILDREN

701 E FRANKLIN STREET SUITE 807
RICHMOND,VA23219 		  PC EQUITABLE ACCESS TO TRAUMA-INFORMED CHILDREN'S MENTAL HEALTH SERVICES 60,000

WORKHOUSE ARTS FOUNDATION INC

9518 WORKHOUSE WAY BUILDING 16
LORTON,VA22079 		  PC WORKHOUSE TESSITURA DATABASE IMPLEMENTATION 13,500

WORKHOUSE ARTS FOUNDATION INC

9518 WORKHOUSE WAY BUILDING 16
LORTON,VA22079 		  PC WORKHOUSE MILITARY IN THE ARTS INITIATIVES 77,050

YOUNG INVINCIBLES

1411 K STREET NW SUITE 400
WASHINGTON,DC20005 		  PC HEALTHY YOUNG AMERICA - NOVA CAMPAIGN 125,000

YOUTH FOR TOMORROW

11835 HAZEL CIRCLE DRIVE
BRISTOW,VA20136 		  PC COORDINATED BEHAVIORAL HEALTH SERVICES - DUMFRIES 291,165

YOUTH FOR TOMORROW

11835 HAZEL CIRCLE DRIVE
BRISTOW,VA20136 		  PC YFT BEHAVIORAL MENTAL HEALTH SERVICES FOR THE UNDERSERVED 58,500
Total .................................right arrow 3a 5,972,302
bApproved for future payment

BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS)
133 PARK STREET NE SUITE 3B
VIENNA,VA22180 		  PC SUPPLYING MENSTRUAL SUPPLIES & UNDERGARMENTS TO RESIDENTS OF PRINCE WILLIAM COUNTY 16,200

CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		  PC SHORT-TERM EMERGENCY FOOD IN PHF SERVICE AREA 22,500

CAPITAL CARING HEALTH
3180 FAIRVIEW PARK DRIVE SUITE 600
FALLS CHURCH,VA22042 		  PC COMMUNITY GRIEF & COUNSELING PROGRAM 11,370

CATHOLIC CHARITIES ARLINGTON DIOCESE MOTHER OF MERCY FREE MEDICAL CLINIC
9380 FORESTWOOD LANE UNIT B
MANASSAS,VA20110 		  PC OPERATING SUPPORT 500,000

FOODS & FRIENDS INC
219 RIGGS ROAD NE
WASHINGTON,DC20011 		  PC SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS 12,000

GEORGE MASON UNIVERSITY OFFICE OF SPONSORED PROGRAMS
4400 UNIVERSITY DRIVE MSN 4C6
FAIRFAX,VA220304422 		  PC OPERATING SUPPORT 750,000

GREATER DC DIAPER BANK
5614 CONNECTICUT AVENUE NW 285
WASHINGTON,DC20015 		  PC PROVIDING FAMILIES IN GREATER DC WITH ESSENTIALS TO THRIVE 7,500

GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER
4379 RIDGEWOOD CENTER DRIVE SUITE
102
WOODBRIDGE,VA22192 		  PC OPERATING SUPPORT 500,000

INOVA HEALTH CARE SERVICES
2740 PROSPERITY AVENUE SUITE 200
FAIRFAX,VA22031 		  PC INCREASE AVAILABILITY & ACCESS TO FORENSIC SERVICES IN PRINCE WILLIAM COUNTY 33,000

JUST NEIGHBORS
7630 LITTLE RIVER TURNPIKE SUITE
900
ANNANDALE,VA22003 		  PC IMMIGRANT-FOCUSED MEDICAL LEGAL PARTNERSHIP 22,500

LEGAL AID JUSTICE CENTER
1000 PRESTON AVENUE
CHARLOTTESVILLE,VA22903 		  PC LEGAL AID JUSTICE CENTER 45,000

LITERACY VOLUNTEERS OF AMERICA PRINCE WILLIAM
4326 DALE BLVD SUITE 2
WOODBRIDGE,VA22193 		  PC B4 HEALTH LITERACY 18,000

LLOYD F MOSS FREE CLINIC
1301 SAM PERRY BOULEVARD
FREDERICKSBURG,VA22401 		  PC OPERATING SUPPORT 465,000

LORTON COMMUNITY ACTION CENTER
9518 RICHMOND HWY
LORTON,VA22079 		  PC ALL CAN BE HEALTH INITIATIVE 22,500

NATIONAL CAPITAL TREATMENT & RECOVERY
200 N GLEBE ROAD SUITE 104
ARLINGTON,VA22203 		  PC PATIENT ASSISTANCE FUND - PHF SERVICE AREA 7,500

NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER
PO BOX 1166
DUMFRIES,VA22026 		  PC HEALTH EQUITY: PROMOTING ORAL HEALTH 24,600

NORTHERN VIRGINIA FAMILY SERVICE
10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC PUBLIC HEALTH BENEFITS & INSURANCE NAVIGATION 25,363

NORTHERN VIRGINIA FAMILY SERVICE
10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC OPERATING SUPPORT 437,500

NORTHERN VIRGINIA FOOD RESCUE
PO BOX 74
DUMFRIES,VA22026 		  PC FOOD RESCUE EXPANSION 52,500

NOVA SCRIPTSCENTRAL INC
6400 ARLINGTON BOULEVARD SUITE 120
FALLS CHURCH,VA22042 		  PC OPERATING SUPPORT 575,000

PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC
PO BOX 5148
WOODBRIDGE,VA22194 		  PC COMBATING HUNGER ON WHEELS WAGON INITIATIVE 19,710

RX PARTNERSHIP
2924 EMERYWOOD PARKWAY SUITE 300
RICHMOND,VA23294 		  PC OPERATING SUPPORT 150,000

SENTARA NORTHERN VIRGINIA MEDICAL CENTER
2300 OPITZ BOULEVARD
WOODBRIDGE,VA22191 		  PC NURSING SCHOLARSHIP PROGRAM 9,000

SENTARA NORTHERN VIRGINIA MEDICAL CENTER
2300 OPITZ BOULEVARD
WOODBRIDGE,VA22191 		  PC OPERATING SUPPORT 437,500

STAFFORD SCHOOLS HEAD START
610 GAYLE STREET
FALMOUTH,VA22405 		  PC CHILDREN'S HEALTH INSURANCE OUTREACH 9,000

STREETLIGHT COMMUNITY OUTREACH MINISTRIES
14806 BLACKBURN ROAD
WOODBRIDGE,VA22191 		  PC REGISTERED NURSE POSITION FOR STREETLIGHT MEDICALLY FRAGILE SUPPORTIVE HOUSING AND SHELTER CLIENTS 22,607

THE CHRIS ATWOOD FOUNDATION
PO BOX 9282
RESTON,VA20195 		  PC IMPROVING INDIVIDUAL HEALTH 32,565

THE FENWICK FOUNDATION
23 N FENWICK STREET
ARLINGTON,VA22201 		  PC PROJECT ADAPT - DENTAL CARE FOR PRINCE WILLIAM COUNTY LOW-RESOURCE OLDER ADULTS 45,000

THE SALVATION ARMY OF PRINCE WILLIAM
1483 OLD BRIDGE ROAD UNIT 102
WOODBRIDGE,VA22192 		  PC EMERGENCY FOOD, RENT & UTILITIES ASSISTANCE PROGRAM 21,000

THE VOLUNTARY ACTION CENTER OF PRINCE WILLIAM AREA INC
9248 CENTER STREET
MANASSAS,VA20110 		  PC VETS - VETERANS ENHANCED TRANSPORTATION SERVICES 15,000

THE WOMEN'S CENTER
133 PARK STREET NE
VIENNA,VA22180 		  PC ENHANCED ACCESS TO MENTAL HEALTH PROGRAM 15,000

VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE)
4444 ARLINGTON BLVD
ARLINGTON,VA22204 		  PC PRINCE WILLIAM COUNTY CRISIS STABILIZATION UNIT 30,000
Total ................................. right arrow 3b 4,354,415
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 1,695  
4 Dividends and interest from securities .... 525990 9,258 14 4,486,546  
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 ............ 		525990 14,541 18 713,278  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 23,799 5,201,519 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,225,318
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 47,607 0   47,607

TY 2023 AppliedToPriorYearElection
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Election:
SECTION 4942(H)(2) ELECTION A TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRS SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE POTOMAC HEALTH FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2022.SIGNED: GAYLE WHITLOCK, TREASURERDATE: 11/8/2024THIS RETURN IS BEING ELECTRONICALLY FILED. THE FORM 8879-TE IS BEING SIGNED BY AN INDIVIDUAL WHO IS ALSO AUTHORIZED TO SIGN THIS ELECTION, GAYLE WHITLOCK, TREASURER. THE SIGNATURE ON THE FORM 8879-TE IS DEEMED A SIGNATURE BY AN AUTHORIZED INDIVIDUAL FOR THIS ELECTION.

TY 2023 InvestmentsCorpBondsSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Name of Bond End of Year Book Value End of Year Fair Market Value
SEI CORE FIXED INCOME FUND #285 24,808,624 24,808,624
SEI SIIT REAL RETURN A 1,953,091 1,953,091
SIIT ULTRA SHORT DURATION BOND FUND 4,857,159 4,857,159

TY 2023 InvestmentsCorpStockSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Name of Stock End of Year Book Value End of Year Fair Market Value
SEI ISHARES MSCI USA MIN VOL FACTOR ETF 6,932,107 6,932,107
SEI LARGE CAP FUND 20,319,951 20,319,951
SEI EXTENDED MKT INDEX-A 3,231,901 3,231,901
SEI WORLD EQUITY EX-US FUND 8,037,217 8,037,217
SEI STATE ST EMG MKT EQTY INDX-K 2,925,938 2,925,938
SEI STATE STREET GLB ALL CAP EQ X US IN 6,990,220 6,990,220

TY 2023 InvestmentsGovtObligationsSch
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
US Government Securities - End of Year Book Value:

340,132
US Government Securities - End of Year Fair Market Value:

340,132
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEI GLOBAL PRIVATE ASSETS V LP FMV 1,698,746 1,698,746
SEI GLOBAL PRIVATE ASSETS IV LP FMV 4,047,727 4,047,727
SEI SPECIAL SITUATIONS FUND LTD FMV 6,319,656 6,319,656
SEI CORE PROPERTY FUND LP FMV 14,767,721 14,767,721

TY 2023 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 AND TECHNOLOGY 61,243 54,129 7,114 7,114


TY 2023 LegalFeesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 8,369 0   8,369


TY 2023 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 24,237 0   29,772
TECHNOLOGY EXPENSE 19,402 0   13,117
INSURANCE 2,207 0   3,832
BANK FEES 40 40   0
OTHER EXPENSES 1,623 0   1,603
SPONSORSHIPS 12,558 0   12,558
SEI CORE PROPERTY FUND LP OTHER DEDUCTIONS 0 120,359   0
SEI GLOBAL PRIVATE ASSETS IV, LP OTHER DEDUCTIONS 0 123,001   0
SEI GLOBAL PRIVATE ASSETS V, LP OTHER DEDUCTIONS 0 62,678   0
SEI GLOBAL PRIVATE ASSETS IV, LP OTHER DEDUCTIONS REMOVE UBI 0 -55,033   0
SEI GLOBAL PRIVATE ASSETS V, LP OTHER DEDUCTIONS REMOVE UBI 0 -4,083   0


TY 2023 OtherIncomeSchedule2
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SEI CORE PROPERTY FUND LP OTHER INCOME 0 39,068 0
SEI GLOBAL PRIVATE ASSETS IV, LP ORDINARY INCOME 0 87,995 0
SEI GLOBAL PRIVATE ASSETS IV, LP OTHER INCOME 0 26,282 0
SEI GLOBAL PRIVATE ASSETS IV, LP RENTAL LOSS 0 -6,196 0
SEI GLOBAL PRIVATE ASSETS IV, LP ROYALTY INCOME 0 4,137 0
SEI GLOBAL PRIVATE ASSETS V, LP ORDINARY LOSS 0 -10,298 0
SEI GLOBAL PRIVATE ASSETS V, LP OTHER INCOME 0 1,292 0
SEI GLOBAL PRIVATE ASSETS V, LP RENTAL LOSS 0 -3,998 0
SEI GLOBAL PRIVATE ASSETS IV, LP REMOVE UBI 0 7,039 0
SEI GLOBAL PRIVATE ASSETS V, LP REMOVE UBI 0 -88,578 0


TY 2023 OtherIncreasesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Description Amount
UNREALIZED GAIN ON INVESTMENTS 4,332,868


TY 2023 OtherLiabilitiesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Description Beginning of Year - Book Value End of Year - Book Value
DUE TO RELATED PARTY 37,839 31,507
DEFERRED TAX LIABILITY 88,411 148,638


TY 2023 OtherProfessionalFeesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTANT FEES 153,900 0   163,900
INVESTMENT MANAGEMENT FEES 612,572 612,572   0


TY 2023 TaxesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 48,521 0   0
UNRELATED BUSINESS INCOME TAX 4,997 0   0
SEI GLOBAL PRIVATE ASSETS IV, LP 0 1,316   0
SEI GLOBAL PRIVATE ASSETS V, LP 0 391   0
SEI GLOBAL PRIVATE ASSETS IV, LP REMOVE UBI 0 -116   0
SEI GLOBAL PRIVATE ASSETS V, LP REMOVE UBI 0 -68   0