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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$109,573,060J 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 1,609 1,609  
4 Dividends and interest from securities... 2,660,063 3,001,093  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,066,739
b Gross sales price for all assets on line 6a 55,245,148
7 Capital gain net income (from Part IV, line 2)... 7,667,471
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 81,810  
12 Total. Add lines 1 through 11........ 9,728,411 10,751,983  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 141,601 21,240   124,055
14 Other employee salaries and wages...... 117,053 0   96,197
15 Pension plans, employee benefits....... 59,790 4,885   50,957
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,883 0   100
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,927 0   40,422
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
760,769 609,094   151,675
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
163,261 1,340   0
19 Depreciation (attach schedule) and depletion... 3,709 0  
20 Occupancy.............. 38,837 0   0
21 Travel, conferences, and meetings....... 24,342 0   30,531
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
85,618 204,685   59,982
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,445,790 841,244   553,919
25 Contributions, gifts, grants paid....... 8,655,647 5,865,522
26 Total expenses and disbursements. Add lines 24 and 25 10,101,437 841,244   6,419,441
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -373,026
b Net investment income (if negative, enter -0-) 9,910,739
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 211,095 76,923 76,923
3 Accounts receivable right arrow148,896
Less: allowance for doubtful accounts right arrow   103,441 148,896 148,896
4 Pledges receivable right arrow70,343
Less: allowance for doubtful accounts right arrow   138,967 70,343 70,343
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.......... 122,098 14,767 14,767
10a Investments—U.S. and state government obligations (attach schedule) 340,132 Click to see attachment
List of Attached Documents:
// Content
571,657 		571,657
b Investments—corporate stock (attach schedule)....... 48,437,334 Click to see attachment
List of Attached Documents:
// Content
40,587,930 		40,587,930
c Investments—corporate bonds (attach schedule)....... 31,618,874 Click to see attachment
List of Attached Documents:
// Content
42,737,508 		42,737,508
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).......... 26,833,850 Click to see attachment
List of Attached Documents:
// Content
25,356,689 		25,356,689
14 Land, buildings, and equipment: basis right arrow66,185
Less: accumulated depreciation (attach schedule) right arrow57,838 7,114 Click to see attachment
List of Attached Documents:
// Content
8,347 		8,347
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 107,812,905 109,573,060 109,573,060
Liabilities 17 Accounts payable and accrued expenses.......... 375,173 345,109
18 Grants payable................. 4,809,861 7,599,986
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
180,145 		Click to see attachment
List of Attached Documents:
// Content
167,630
23 Total liabilities (add lines 17 through 22)......... 5,365,179 8,112,725
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........... 102,447,726 101,460,335
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)..... 102,447,726 101,460,335
30 Total liabilities and net assets/fund balances (see instructions). 107,812,905 109,573,060
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
102,447,726
2
Enter amount from Part I, line 27a .....................
2
-373,026
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
102,074,700
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
614,365
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
101,460,335
Form 990-PF (2024)
Form 990-PF (2024)
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 2024-02-08
c SEI CORE PROPERTY FUND LP P 2016-01-01 2024-05-07
d SEI CORE PROPERTY FUND LP P 2016-01-01 2024-08-06
e SEI CORE PROPERTY FUND LP P 2016-01-01 2024-11-06
SEI GLOBAL PRIVATE ASSETS V, LP P    
SEI GLOBAL PRIVATE ASSETS IV, LP P    
SEI CORE PROPERTY FUND LP P    
REMOVE UBI P    
CAPITAL GAINS DIVIDENDS P    
(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 49,333,647   47,009,353 2,324,294
b 584,499   212,839 371,660
c 807,202   298,403 508,799
d 384,590   142,835 241,755
e 1,386,443   514,979 871,464
      39,933
      201,305
      375,117
      -15,623
2,748,767     2,748,767
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       2,324,294
b       371,660
c       508,799
d       241,755
e       871,464
      39,933
      201,305
      375,117
      -15,623
      2,748,767
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 7,667,471
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) 1 137,759
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........................... 3 137,759
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- ..... 5 137,759
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 162,125
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.............. 7 162,125
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 24,366
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow24,366 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		141,601 32,568 600
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
MARION M WALL CHAIR
4.00 		0 0 0
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
GAYLE WHITLOCK 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
DEBRA LEE MD DIRECTOR AS OF MARCH 2024
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
R MICHAEL SORENSEN DIRECTOR
1.00 		0 0 0
2296 OPITZ BOULEVARD SUITE 200
WOODBRIDGE,VA22191
ALICE TANG DO MBA DIRECTOR TO JANUARY 2024
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
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
IMANI AMPONSAH SENIOR GRANT OFFICER
40.00 		95,938 22,066 600
2296 OPITZ BLVD SUITE 200
WOODBRIDGE,VA22191
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 609,094
1 FREEDOM VALLEY DRIVE
OAKS,PA19456
CATHCAFIRE SUPPORT TO GRANTEES 82,500
31 EAST 32ND STREET SUITE 1001
NEW YORK,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 (2024)
Form 990-PF (2024)
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
108,543,037
b
Average of monthly cash balances.......................
1b
166,328
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
108,709,365
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
108,709,365
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,630,640
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
107,078,725
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,353,936
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
5,353,936
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
137,759
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
982
c
Add lines 2a and 2b............................
2c
138,741
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,215,195
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,215,195
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
5,215,195
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
6,419,441
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
6,419,441
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,215,195
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 192,951
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,419,441
a Applied to 2023, but not more than line 2a 192,951
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 5,215,195
e Remaining amount distributed out of corpus 1,011,295
5 Excess distributions carryover applied to 2024. 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 1,011,295
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,011,295
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 1,011,295
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
IMANI AMPONSAH CO POTOMAC HEALTH FO
2296 OPITZ BLVD SUITE 200
WOODBRIDGE,VA22191
(703) 523-0624
IMANI@POTOMACHEALTHFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS ARE SUBMITTED ONLINE AT THE FOUNDATION'S WEBSITE.
cAny submission deadlines:
ANNOUNCEMENTS ARE SENT OUT IN DECEMBER, AND APPLICATIONS ARE SUBMITTED IN THE SPRING.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION GRANTS GENERAL OPERATING SUPPORT AWARDS BY INVITATION ONLY TO AGENCIES MAKING UP THE HEALTH SAFETY NET FOR THE MEDICALLY UNDERSERVED. THIS INCLUDES SUPPORT FOR THOSE AGENCIES THAT PROVIDE DIRECT CLINICAL SERVICES TO PATIENTS, INCLUDING PRIMARY, DENTAL, MEDICATION, MENTAL HEALTH, VISION OR OTHER HEALTH SERVICES. THESE GRANTS ARE MADE ON AN ANNUAL BASIS AND THERE IS NO LIMIT TO NUMBER OF YEARS FUNDED. GRANTS ARE AWARDED TO SECTION 501(C)(3) PUBLIC CHARITIES, INCLUDING SECTION 509(A)(1), SECTION 509(A)(2), SECTION 509(A)(3), DOMESTIC UNITS OF GOVERNMENT, AND EXEMPT OPERATING FOUNDATIONS. ALL OTHER AGENCIES WOULD ONLY BE ELIGIBLE IF APPLYING WITH A TAX-EXEMPT FISCAL SPONSOR. THE FOUNDATION PROVIDES GRANT SUPPORT TO ORGANIZATIONS THAT SERVE THE PEOPLE OF EASTERN PRINCE WILLIAM COUNTY, VIRGINIA, AND THE IMMEDIATELY ADJACENT COMMUNITIES IN EASTERN FAIRFAX AND STAFFORD COUNTIES.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
IMANI AMPONSAH CO POTOMAC HEALTH FO
2296 OPITZ BLVD SUITE 200
WOODBRIDGE,VA22191
(703) 523-0624
IMANI@POTOMACHEALTHFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS ARE SUBMITTED ONLINE AT THE FOUNDATION'S WEBSITE.
cAny submission deadlines:
ANNOUNCEMENTS ARE SENT OUT IN DECEMBER, AND APPLICATIONS ARE SUBMITTED IN THE SPRING.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THIS PROGRAM MAKES PROJECT-BASED GRANTS, RENEWABLE ON AN ANNUAL BASIS, THROUGH AN OPEN REQUEST FOR PROPOSALS (RFP) PROCESS. THE MAXIMUM GRANT AMOUNT IS $250,000 ANNUALLY. GRANTS ARE AWARDED TO SECTION 501(C)(3) PUBLIC CHARITIES, INCLUDING SECTION 509(A)(1), SECTION 509(A)(2), SECTION 509(A)(3), DOMESTIC UNITS OF GOVERNMENT, AND EXEMPT OPERATING FOUNDATIONS. ALL OTHER AGENCIES WOULD ONLY BE ELIGIBLE IF APPLYING WITH A TAX-EXEMPT FISCAL SPONSOR. THE FOUNDATION PROVIDES GRANT SUPPORT TO ORGANIZATIONS THAT SERVE THE PEOPLE OF EASTERN PRINCE WILLIAM COUNTY, VIRGINIA, AND THE IMMEDIATELY ADJACENT COMMUNITIES IN EASTERN FAIRFAX AND STAFFORD COUNTIES.
Form 990-PF (2024)
Form 990-PF (2024)
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 PROMOTING HEALTHY LIFESTYLES FOR YOUTH AT HYLTON & HEISER BOYS & GIRLS CLUB 146,762

BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS)

133 PARK STREET NE SUITE 3B
VIENNA,VA22180 		  PC SUPPLY MENSTRUAL PRODUCTS AND UNDERGARMENTS TO RESIDENTS OF PRINCE WILLIAM COUNTY ($16,200); SUPPLY MENSTRUAL PRODUCTS AND UNDERGARMENTS TO EASTERN PRINCE WILLIAM COUNTY AND SOUTHERN FAIRFAX COUNTY ($41,580) 57,780

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		  PC SHORT-TERM EMERGENCY FOOD IN PFH SERVICE AREA ($22,500); SHORT-TERM EMERGENCY FOOD, WITH A FOCUS ON WELLNESS ($52,500) 75,000

CAPITAL CARING HEALTH

3180 FAIRVIEW PARK DRIVE SUITE 600
FALLS CHURCH,VA22042 		  PC COMMUNITY GRIEF AND COUNSELING PROGRAM ($11,370); COMMUNITY GRIEF AND BEREAVEMENT ($30,937) 42,307

CATHOLIC CHARITIES ARLINGTON DIOCESE MOTHER OF MERCY FREE MEDICAL CLINIC

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

CFH INC

702 DONEGAN DR
MANASSAS,VA20109 		  PC CREATING FOUNDATIONS FOR HEALTHY LIVING THROUGH ACCESS TO HEALTHY FOOD 35,000

FOODS & FRIENDS INC

219 RIGGS ROAD NE
WASHINGTON,DC20011 		  PC SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS 40,000

GEORGE MASON UNIVERSITY OFFICE OF SPONSORED PROGRAMS

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

GREATER DC DIAPER BANK

5614 CONNECTICUT AVENUE NW 285
WASHINGTON,DC20015 		  PC PROVIDING AND EMPOWERING FAMILIES IN GREATER DC WITH ESSENTIALS TO THRIVE 31,084

GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER

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

HAMKAE CENTER

11350 RANDOM HILLS RD SUITE 230
FAIRFAX,VA22030 		  PC ASIAN AMERICAN COMMUNITY HEALTH ACCESS PROGRAM 90,715

HEPATITIS B INITIATIVE OF DC

1725 I ST NW SUITE 300
WASHINGTON,DC20006 		  PC COMPREHENSIVE HEALTH AND WELLNESS PROGRAM 35,000

INSTITUTE OF PUBLIC HEALTH INNOVATION

1301 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		  PC CAPACITY BUILDING 178,574

JUST NEIGHBORS

7630 LITTLE RIVER TURNPIKE SUITE
900
ANNANDALE,VA22003 		  PC IMMIGRANT-FOCUSED MEDICAL-LEGAL PARTNERSHIP 75,000

LEGAL AID JUSTICE CENTER

1000 PRESTON AVENUE
CHARLOTTESVILLE,VA22903 		  PC LEGAL AID JUSTICE CENTER ($45,000); PROTECTING THE LIVES AND LIVELIHOOD OF LOW-INCOME IMMIGRANTS ($105,000) 150,000

LITERACY VOLUNTEERS OF AMERICA PRINCE WILLIAM

4326 DALE BLVD SUITE 2
WOODBRIDGE,VA22193 		  PC B4 HEALTH LITERACY PROGRAM 60,000

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 HEALTHY INITIATIVE 110,000

NAMI PRINCE WILLIAM

PO BOX 1423
WOODBRIDGE,VA22195 		  PC COMMUNITY MENTAL HEALTH AWARENESS: FOCUS ON YOUTH AND FAMILY IN UNDER-SERVED POPULATIONS 20,972

NATIONAL CAPITAL TREATMENT & RECOVERY

200 N GLEBE ROAD SUITE 104
ARLINGTON,VA22203 		  PC PATIENT ASSISTANCE FUND - PHF SERVICE AREA 25,000

NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER

PO BOX 1166
DUMFRIES,VA22026 		  PC HEALTH EQUITY: PROMOTING ORAL HEALTH ($24,600); ORAL HEALTH FOCUSING ON IMPROVING KNOWLEDGE, PREVENTION, SCREENING AND TREATMENT OF ORAL DISEASE ($59,500) 84,100

NORTHERN VIRGINIA FAMILY SERVICE

10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC PUBLIC HEALTH BENEFITS & INSURANCE NAVIGATION ($25,343); OPERATING SUPPORT ($227,500) 252,843

NORTHERN VIRGINIA FOOD RESCUE

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

NOVA FOOD RESCUE

PO BOX 74
DUMFRIES,VA22026 		  PC FOOD RESCUE PROGRAM 119,350

NOVA SCRIPTSCENTRAL INC

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

NUEVA VIDA INC

206 N WASHINGTON STREET SUITE 300
ALEXANDRIA,VA22314 		  PC OPERATING SUPPORT 105,000

PATHWAY HOMES

10201 FAIRFAX BOULEVARD
FAIRFAX,VA22030 		  PC OPERATING SUPPORT 250,000

POSTPARTUM SUPPORT VA

PO BOX 5742
FREDERICKSBURG,VA22403 		  PC HEALTHY MOMS, HEALTHY BABIES PROGRAM 42,003

PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC

PO BOX 5148
WOODBRIDGE,VA22194 		  PC COMBATING HUNGER ON WHEELS (C.H.O.W.) WAGON INITIATIVES 73,230

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 OPERATING SUPPORT 42,000

PW LIBRARY FOUNDATION

13083 CHINN PARK DRIVE
WOODBRIDGE,VA22192 		  PC ACCESS TO HEALTH SCREENINGS AND EDUCATION FOR ALL 17,500

RX PARTNERSHIP

2924 EMERYWOOD PARKWAY SUITE 300
RICHMOND,VA23294 		  PC OPERATING SUPPORT 30,000

SCAN OF NORTHERN VIRGINIA

205 S WHITING STREET SUITE 205
ALEXANDRIA,VA22304 		  PC OPERATING SUPPORT 133,333

SENTARA NORTHERN VIRGINIA MEDICAL CENTER

2300 OPITZ BOULEVARD
WOODBRIDGE,VA22191 		  PC NURSING SCHOLARSHIP PROGRAM ($9,000); WORKFORCE DEVELOPMENT ($21,000); OPERATING SUPPORT ($87,500) 117,500

STREETLIGHT COMMUNITY OUTREACH MINISTRIES

14806 BLACKBURN ROAD
WOODBRIDGE,VA22191 		  PC RN POSITION FOR MEDICALLY FRAGILE HOUSING AND SUPPORTIVE SHELTER CLIENTS 76,938

TAHIRIH JUSTICE CENTER

6400 ARLINGTON BLVD 400
FALLS CHURCH,VA22042 		  PC ADDRESSING SOCIAL DETERMINANTS OF HEALTH OF IMMIGRANT SURVIVORS OF GENDER-BASED VIOLENCE 15,000

THE ARC OF GREATER PRINCE WILLIAM

13505 HILLENDALE DRIVE
DALE CITY,VA22193 		  PC OPERATING SUPPORT 250,000

THE CHRIS ATWOOD FOUNDATION

PO BOX 9282
RESTON,VA20195 		  PC IMPROVING INDIVIDUAL HEALTH ($32,565); REVIVE TO THRIVE PROGRAM ($88,863) 121,428

THE FENWICK FOUNDATION

23 N FENWICK STREET
ARLINGTON,VA22201 		  PC PROJECT ADAPT - ORAL CARE FOR LOW-RESOURCE ADULTS 167,500

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 RENT AND UTILITIES ASSISTANCE EXPANSION 105,000

THE VOLUNTARY ACTION CENTER OF PRINCE WILLIAM AREA INC

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

THE WOMEN'S CENTER

133 PARK STREET NE
VIENNA,VA22180 		  PC ENHANCED ACCESS TO MENTAL HEALTH PROGRAM 15,000

VIRGINIA COMMUNITY FOOD CONNECTIONS

406 PRINCESS ANNE STREET
FREDERICKSBURG,VA22401 		  PC OPERATING SUPPORT 75,000

VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION

300 ARBORETUM PLACE SUITE 200
RICHMOND,VA23219 		  PC PHF FELLOWS PROGRAM 127,355

VIRGINIA POVERTY LAW CENTER

919 E MAIN STREET SUITE 610
RICHMOND,VA23219 		  PC ENROLL VA POTOMAC PROGRAM 192,135

VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE)

4444 ARLINGTON BLVD
ARLINGTON,VA22204 		  PC PRINCE WILLIAM COUNTY CRISIS RECEIVING CENTER 65,000

VOICES FOR VIRGINIA'S CHILDREN

701 E FRANKLIN STREET SUITE 807
RICHMOND,VA23219 		  PC OPERATING SUPPORT 52,500

VOLUNTEER PRINCE WILIAM

9283 CORPORATE CIR
MANASSAS,VA20110 		  PC VETERANS ENHANCED TRANSPORTATION SERVICE 15,000

WORKHOUSE ARTS FOUNDATION INC

9518 WORKHOUSE WAY BUILDING 16
LORTON,VA22079 		  PC WORKHOUSE MILITARY IN THE ARTS INITIATIVES (WMAI) 70,000

YOUNG INVINCIBLES

1411 K STREET NW SUITE 400
WASHINGTON,DC20005 		  PC HEALTHY YOUNG AMERICA - NOVA 133,333

YOUTH FOR TOMORROW

11835 HAZEL CIRCLE DRIVE
BRISTOW,VA20136 		  PC BEHAVIORAL HEALTHCARE AND SUBSTANCE ABUSE TREATMENT SERVICES ($175,000); OPERATING SUPPORT ($72,280) 247,280
Total .................................right arrow 3a 5,865,522
bApproved for future payment

ACTION IN COMMUNITY THROUGH SERVICE INC
PO BOX 74
DUMFRIES,VA22026 		  PC OPERATING SUPPORT 500,000

BOYS & GIRLS CLUB OF GREATER WASHINGTON
4103 BENNING RD NE
WASHINGTON,DC20019 		  PC PROMOTING HEALTHY LIFESTYLES FOR YOUTH AT HYLTON & HEISER BOYS & GIRLS CLUB 62,898

BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS)
133 PARK STREET NE SUITE 3B
VIENNA,VA22180 		  PC SUPPLY MENSTRUAL PRODUCTS AND UNDERGARMENTS TO EASTERN PRINCE WILLIAM COUNTY AND SOUTHERN FAIRFAX COUNTY 17,820

CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NE
WASHINGTON,DC20017 		  PC SHORT-TERM EMERGENCY FOOD, WITH A FOCUS ON WELLNESS 22,500

CAPITAL CARING HEALTH
3180 FAIRVIEW PARK DRIVE SUITE 600
FALLS CHURCH,VA22042 		  PC COMMUNITY GRIEF AND BEREAVEMENT 13,259

CFH INC
702 DONEGAN DR
MANASSAS,VA20109 		  PC CREATING FOUNDATIONS FOR HEALTHY LIVING THROUGH ACCESS TO HEALTHY FOOD 15,000

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

GREATER DC DIAPER BANK
5614 CONNECTICUT AVENUE NW 285
WASHINGTON,DC20015 		  PC EMPOWERING FAMILIES IN GREATER DC WITH ESSENTIALS TO THRIVE 10,107

HAMKAE CENTER
11350 RANDOM HILLS RD SUITE 230
FAIRFAX,VA22030 		  PC ASIAN AMERICAN COMMUNITY HEALTH ACCESS PROGRAM 38,878

HEPATITIS B INITIATIVE OF DC
1301 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		  PC COMPREHENSIVE HEALTH AND WELLNESS PROGRAM 15,000

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 PROTECTING THE LIVES AND LIVELIHOOD OF LOW-INCOME IMMIGRANTS 45,000

LITERACY VOLUNTEERS OF AMERICA PRINCE WILLIAM
4326 DALE BLVD SUITE 2
WOODBRIDGE,VA22193 		  PC B4HEALTHLITERACY PROGRAM 18,000

LORTON COMMUNITY ACTION CENTER
9518 RICHMOND HWY
LORTON,VA22079 		  PC ALL CAN BE HEALTHY INITIATIVE 37,500

NAMI PRINCE WILLIAM
POBOX 1423
WOODBRIDGE,VA22195 		  PC COMMUNITY MENTAL HEALTH AWARENESS: FOCUS ON YOUTH AND FAMILY IN UNDER-SERVED POPULATIONS 8,988

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

NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER
PO BOX 1166
DUMFRIES,VA22026 		  PC ORAL HEALTH FOCUSING ON IMPROVING KNOWLEDGE, PREVENTION, SCREENING AND TREATMENT OF ORAL DISEASE 25,500

NORTHERN VIRGINIA FAMILY SERVICE
10455 WHITE GRANITE DRIVE SUITE 100
OAKTON,VA22124 		  PC OPERATING SUPPORT 60,000

NOVA FOOD RESCUE
PO BOX 74
DUMFRIES,VA22026 		  PC FOOD RESCUE PROGRAM 51,150

NUEVA VIDA INC
206 N WASHINGTON STREET SUITE 300
ALEXANDRIA,VA22314 		  PC OPERATING SUPPORT 210,000

PATHWAY HOMES
10201 FAIRFAX BOULEVARD
FAIRFAX,VA22030 		  PC OPERATING SUPPORT 500,000

POSTPARTUM SUPPORT VA
PO BOX 5742
FREDERICKSBURG,VA22403 		  PC HEALTY MOMS, HEALTHY BABIES PROGRAM 18,001

PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC
PO BOX 5148
WOODBRIDGE,VA22194 		  PC COMBATING HUNGER ON WHEELS (C.H.O.W.) WAGON INITIATIVES 22,942

PRINCE WILLIAM DROP-IN CENTER
13184 CENTERPOINTE WAY
WOODBRIDGE,VA22192 		  PC OPERATING SUPPORT 103,000

PROJECT MEND-A-HOUSE INC
9500 TECHNOLOGY DRIVE SUITE 101
MANASSAS,VA20110 		  PC OPERATING SUPPORT 18,000

PW LIBRARY FOUNDATION
13083 CHINN PARK DRIVE
WOODBRIDGE,VA22192 		  PC ACCESS TO HEALTH SCREENINGS AND EDUCATION FOR ALL 7,500

SCAN OF NORTHERN VIRGINIA
205 S WHITING STREET SUITE 205
ALEXANDRIA,VA22304 		  PC OPERATING SUPPORT 266,667

SENTARA NORTHERN VIRGINIA MEDICAL CENTER
2300 OPITZ BOULEVARD
WOODBRIDGE,VA22191 		  PC WORKFORCE DEVELOPMENT 9,000

STREETLIGHT COMMUNITY OUTREACH MINISTRIES
14806 BLACKBURN ROAD
WOODBRIDGE,VA22191 		  PC RN POSITION FOR MEDICALLY FRAGILE HOUSING AND SUPPORTIVE SHELTER CLIENTS 23,285

THE ARC OF GREATER PRINCE WILLIAM
13505 HILLENDALE DRIVE
DALE CITY,VA22193 		  PC OPERATING SUPPORT 500,000

THE CHRIS ATWOOD FOUNDATION
PO BOX 9282
RESTON,VA20195 		  PC REVIVE TO THRIVE PROGRAM 38,084

THE FENWICK FOUNDATION
23 N FENWICK STREET
ARLINGTON,VA22201 		  PC PROJECT ADAPT - ORAL CARE FOR LOW-RESOURCE ADULTS 52,500

THE HOUSE STUDENT LEADERSHIP CENTER
1400 CROWN COURT SUITE 105
WOODBRIDGE,VA22193 		  PC OPERATING SUPPORT 500,000

THE SALVATION ARMY OF PRINCE WILLIAM
1483 OLD BRIDGE ROAD UNIT 102
WOODBRIDGE,VA22192 		  PC EMERGENCY RENT AND UTILITIES ASSISTANCE EXPANSION 36,000

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

VIRGINIA COMMUNITY FOOD CONNECTIONS
406 PRINCESS ANNE STREET
FREDERICKSBURG,VA22401 		  PC OPERATING SUPPORT 150,000

VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION
300 ARBORETUM PLACE SUITE 200
RICHMOND,VA23219 		  PC PHF FELLOWS PROGRAM 254,710

VIRGINIA POVERTY LAW CENTER
919 E MAIN STREET SUITE 610
RICHMOND,VA23219 		  PC ENROLL VA POTOMAC PROGRAM 384,270

VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE)
4444 ARLINGTON BLVD
ARLINGTON,VA22204 		  PC PRINCE WILLIAM COUNTY CRISIS RECEIVING CENTER 15,000

VOICES FOR VIRGINIA'S CHILDREN
701 E FRANKLIN STREET SUITE 807
RICHMOND,VA23219 		  PC OPERATING SUPPORT 22,500

WORKHOUSE ARTS FOUNDATION INC
9518 WORKHOUSE WAY BUILDING 16
LORTON,VA22079 		  PC WORKHOUSE MILITARY IN THE ARTS INITIATIVES (WMAI) 140,000

YOUNG INVINCIBLES
1411 K STREET NW SUITE 400
WASHINGTON,DC20005 		  PC HEALTHY YOUNG AMERICA - NOVA 266,667

YOUTH FOR TOMORROW
11835 HAZEL CIRCLE DRIVE
BRISTOW,VA20136 		  PC BEHAVIORAL HEALTHCARE AND SUBSTANCE ABUSE TREATMENT SERVICES 75,000
Total ................................. right arrow 3b 4,611,726
Form 990-PF (2024)
Form 990-PF (2024)
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 1,609  
4 Dividends and interest from securities .... 525990 15,623 14 2,644,440  
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 -5,594 18 7,072,333  
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) .. 10,029 9,718,382 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,728,411
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 48,927 0   40,422

TY 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Name of Bond End of Year Book Value End of Year Fair Market Value
SEI SIIT REAL RETURN A FUND 2,127,591 2,127,591
SIIT EMERGING MARKETS DEBT FUND 4,145,579 4,145,579
SEI HIGH YIELD BOND FUND 4,283,914 4,283,914
SIIT ULTRA SHORT DURATION BOND FUND 5,609,288 5,609,288
SEI CORE FIXED INCOME FUND #285 26,571,136 26,571,136

TY 2024 InvestmentsCorpStockSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Name of Stock End of Year Book Value End of Year Fair Market Value
SEI SMALL CAP FUND 3,127,710 3,127,710
STATE STREET GIB ALL CAP EQ EX US FUND 5,045,611 5,045,611
SEI US EQUITY FCTR ALLOC FUND 5,178,518 5,178,518
SEI WORLD EQUITY EX-US FUND 9,134,372 9,134,372
SEI LARGE CAP INDEX FUND 18,101,719 18,101,719

TY 2024 InvestmentsGovtObligationsSch
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
US Government Securities - End of Year Book Value:

571,657
US Government Securities - End of Year Fair Market Value:

571,657
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 VII LP FMV 907,188 907,188
SEI GLOBAL PRIVATE ASSETS V LP FMV 2,183,393 2,183,393
SEI SPECIAL SITUATIONS FUND LTD FMV 4,017,951 4,017,951
SEI GPA IV PRIVATE EQUITY FUND FMV 7,429,033 7,429,033
SEI CORE PROPERTY FUND LP FMV 10,819,124 10,819,124

TY 2024 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 66,185 57,838 8,347 8,347


TY 2024 LegalFeesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,883 0   100


TY 2024 OtherDecreasesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Description Amount
UNREALIZED LOSS ON INVESTMENTS 614,365


TY 2024 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 39,006 0   39,006
TECHNOLOGY EXPENSE 21,282 0   16,134
INSURANCE 2,234 0   2,234
BANK FEES 68 68   0
OTHER EXPENSES 3,028 0   2,608
SPONSORSHIPS 20,000 0   0
SEI GLOBAL PRIVATE ASSETS V, LP - OTHER DEDUCTIONS 0 62,310   0
SEI GLOBAL PRIVATE ASSETS IV, LP - OTHER DEDUCTIONS 0 109,191   0
SEI CORE PROPERTY FUND LP - OTHER DEDUCTIONS 0 56,284   0
SEI GLOBAL PRIVATE ASSETS VII, LP - OTHER DEDUCTIONS 0 14,277   0
SEI GLOBAL PRIVATE ASSETS V, LP - OTHER DEDUCTIONS, REMOVE UBI 0 -3,700   0
SEI GLOBAL PRIVATE ASSETS IV, LP - OTHER DEDUCTIONS, REMOVE UBI 0 -33,745   0


TY 2024 OtherIncomeSchedule2
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SEI GLOBAL PRIVATE ASSETS V, LP - ORDINARY LOSS 0 -9,053 0
SEI GLOBAL PRIVATE ASSETS IV, LP - ORDINARY INCOME 0 16,074 0
SEI GLOBAL PRIVATE ASSETS V, LP - RENTAL LOSS 0 -6,294 0
SEI GLOBAL PRIVATE ASSETS IV, LP - RENTAL LOSS 0 -4,417 0
SEI GLOBAL PRIVATE ASSETS V, LP - ROYALTIES 0 7 0
SEI GLOBAL PRIVATE ASSETS IV, LP - ROYALTIES 0 4,629 0
SEI GLOBAL PRIVATE ASSETS V, LP - OTHER INCOME 0 8,785 0
SEI GLOBAL PRIVATE ASSETS IV, LP - OTHER INCOME 0 65,260 0
SEI CORE PROPERTY FUND LP - OTHER INCOME 0 30,294 0
SEI GLOBAL PRIVATE ASSETS V, LP - REMOVE UBI LOSS 0 4,538 0
SEI GLOBAL PRIVATE ASSETS IV, LP - REMOVE UBI 0 -28,013 0


TY 2024 OtherLiabilitiesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Description Beginning of Year - Book Value End of Year - Book Value
DUE TO RELATED PARTY 31,507 0
DEFERRED TAX LIABILITY 148,638 167,630


TY 2024 OtherProfessionalFeesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTANT FEES 151,675 0   151,675
INVESTMENT MANAGEMENT FEES 609,094 609,094   0


TY 2024 TaxesSchedule
Name:
POTOMAC HEALTH FOUNDATION
EIN:
52-1340920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 150,000 0   0
UNRELATED BUSINESS INCOME TAX 13,261 0   0
SEI GLOBAL PRIVATE ASSETS IV, LP 0 534   0
SEI GLOBAL PRIVATE ASSETS V, LP 0 943   0
SEI GLOBAL PRIVATE ASSETS IV, LP REMOVE UBI 0 -119   0
SEI GLOBAL PRIVATE ASSETS V, LP REMOVE UBI 0 -18   0