TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
NORTHERN VIRGINIA HEALTH FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)2000 DUKE STREET 300
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ALEXANDRIA, VA22314

A Employer identification number

20-4062932

B Telephone number (see instructions)

(703) 486-5691

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$34,049,446J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,182,057		1,182,057
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		931,277
b	Gross sales price for all assets on line 6a 4,934,392
7	Capital gain net income (from Part IV, line 2)...			931,277
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).......
12	Total. Add lines 1 through 11........	2,113,334		2,113,334
13	Compensation of officers, directors, trustees, etc.	395,925		15,837	380,088
14	Other employee salaries and wages......	182,419		7,297	188,482
15	Pension plans, employee benefits.......	125,692		5,028	118,944
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	67,185	23,515	45,122
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	369,775	178,922	190,853
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	53,040	0	0
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	1,323	0
20	Occupancy..............	125,403		0	125,403
21	Travel, conferences, and meetings.......	61,686		0	61,686
22	Printing and publications..........	1,866		0	1,866
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	95,567	400	97,968
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,479,881		230,999	1,210,412
25	Contributions, gifts, grants paid.......	1,801,000			1,801,000
26	Total expenses and disbursements. Add lines 24 and 25	3,280,881		230,999	3,011,412
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,167,547
b	Net investment income (if negative, enter -0-)			1,882,335
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	1,060,404	276,102	276,102
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	10,311	8,592	8,592
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	16,486,440	List of Attached Documents: // Content 16,969,527	16,969,527
	c	Investments—corporate bonds (attach schedule).......	6,899,506	List of Attached Documents: // Content 7,577,575	7,577,575
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	8,383,515	List of Attached Documents: // Content 8,774,724	8,774,724
	14	Land, buildings, and equipment: basis 12,069
		Less: accumulated depreciation (attach schedule) 5,457	0	List of Attached Documents: // Content 6,612	6,612
	15	Other assets (describe )	List of Attached Documents: // Content 502,656	List of Attached Documents: // Content 436,314	List of Attached Documents: // Content 436,314
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	33,342,832	34,049,446	34,049,446
	17	Accounts payable and accrued expenses..........	50,074	18,140
	18	Grants payable.................
	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 )	List of Attached Documents: // Content 633,908	List of Attached Documents: // Content 561,712
	23	Total liabilities (add lines 17 through 22).........	683,982	579,852
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	32,658,850	33,469,594
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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).....	32,658,850	33,469,594
	30	Total liabilities and net assets/fund balances (see instructions).	33,342,832	34,049,446

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

32,658,850

Enter amount from Part I, line 27a .....................

-1,167,547

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,978,291

Add lines 1, 2, and 3 ..........................

33,469,594

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

33,469,594

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	(d) Date sold (mo., day, yr.)
1 a	JPMORGAN INVESTMENTS #9007		2024-12-31
b	JPMORGAN INVESTMENTS #5009		2024-12-31
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,514,267	3,652,528	861,739
b	335,068	350,587	-15,519
c	85,057		85,057
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			861,739
b			-15,519
c			85,057
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	931,277
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	26,164
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	26,164
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	26,164
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	35,265
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	25,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	60,265
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	34,101
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax34,101	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

WEGLEY HIGGINBOTHAM ASSOCIATES Telephone no. right arrow

(703) 591-7301

Located at right arrow

1040 ARMSTRONG STFAIRFAXVA ZIP+4 right arrow

22030

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
PATRICIA MATHEWS LEFT DURING 2024	PRESIDENT AND CEO 40.00	214,756	7,972
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	PRESIDENT AND CEO 40.00	214,756	7,972
COURTNEY RICE STARTED DURING 2024	PRESIDENT AND CEO 40.00	181,169	35,321
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	PRESIDENT AND CEO 40.00	181,169	35,321
JUDY FEDER PHD	CHAIR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	CHAIR 1.00	0	0
ILKA WILSON VALLEE	VICE CHAIR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	VICE CHAIR 1.00	0	0
IAN GREAVES PHD	TREASURER 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	TREASURER 1.00	0	0
GUILLERMO GARCIA	DIRECTOR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	DIRECTOR 1.00	0	0
BILL HAZEL MD	DIRECTOR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	DIRECTOR 1.00	0	0
SUSIE LEE STARTED DURING 2024	DIRECTOR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	DIRECTOR 1.00	0	0
SONIA QUINONEZ	DIRECTOR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	DIRECTOR 1.00	0	0
KIMBERLEY RAGNARTZ	DIRECTOR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	DIRECTOR 1.00	0	0
PHIL SUNDERLAND	DIRECTOR 1.00	0	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	DIRECTOR 1.00	0	0

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
RACHEL ERMANN LYNCH	PROGRAM OFFICER 40.00	111,394	27,367	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	PROGRAM OFFICER 40.00	111,394	27,367	0
SONIA SEGARRA LAW	EXEC. ADMIN. ASSIST. 40.00	71,025	19,384	0
2000 DUKE STREET SUITE 300 ALEXANDRIA,VA22314	EXEC. ADMIN. ASSIST. 40.00	71,025	19,384	0






Total number of other employees paid over $50,000...................				0

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
RS&F	TECHNICAL SUPPORT	82,207
405 YORK ROAD TOWSON,MD21204	TECHNICAL SUPPORT	82,207
BURNESS	COMMUNICATIONS	60,674
7910 WOODMONT AVENUE SUITE 700 BETHESDA,MD20814	COMMUNICATIONS	60,674
VCU CENTER ON SOCIETY AND HEALTH	RESEARCH	50,000
830 EAST MAIN STREET SUITE 5035 RICHMOND,VA23298	RESEARCH	50,000

Total number of others receiving over $50,000 for professional services............. right arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

33,469,078

Average of monthly cash balances.......................

67,309

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

33,536,387

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

33,536,387

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

503,046

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

33,033,341

Minimum investment return. Enter 5% (0.05) of line 5................

1,651,667

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.)

Minimum investment return from Part IX, line 6..................

1,651,667

Tax on investment income for 2024 from Part V, line 5 .......

26,164

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

26,164

Distributable amount before adjustments. Subtract line 2c from line 1............

1,625,503

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,625,503

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,625,503

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

3,011,412

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

7,934

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

3,019,346

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					1,625,503
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	595,249
b From 2020......	408,060
c From 2021......	587,683
d From 2022......	1,005,891
e From 2023......	1,375,559
f Total of lines 3a through e ........		3,972,442
4Qualifying distributions for 2024 from Part
XI, line 4: $ 3,019,346
a Applied to 2023, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					1,625,503
e Remaining amount distributed out of corpus		1,393,843
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		5,366,285
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) ...		595,249
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		4,771,036
10 Analysis of line 9:
a Excess from 2020....	408,060
b Excess from 2021....	587,683
c Excess from 2022....	1,005,891
d Excess from 2023....	1,375,559
e Excess from 2024....	1,393,843

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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 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 (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ARCADIA FOOD INC 9000 RICHMOND HIGHWAY ALEXANDRIA,VA22309		PUBLIC CHARITY	UPSTREAM	100,000
ARCADIA FOOD INC 9000 RICHMOND HIGHWAY ALEXANDRIA,VA22309		PUBLIC CHARITY	STRENGTHENING CAPACITY	20,000
ARLINGTON FREE CLINIC 2921 11TH ST SOUTH ARLINGTON,VA22204		PUBLIC CHARITY	UPSTREAM	100,000
ARLINGTON FREE CLINIC 2921 11TH ST SOUTH ARLINGTON,VA22204		PUBLIC CHARITY	GENERAL OPERATING SUPPORT	145,000
ARLINGTON FREE CLINIC 2921 11TH ST SOUTH ARLINGTON,VA22204		PUBLIC CHARITY	STRENGTHENING CAPACITY	25,000
BRAWS 2102 GALLOWS ROAD SUITE C VIENNA,VA22182		PUBLIC CHARITY	STRENGTHENING CAPACITY	15,000
CASA CHILDREN'S INTERVENTION SERVICES INC 93984 C FORESTWOOD LANE MANASSAS,VA20110		PUBLIC CHARITY	STRENGTHENING CAPACITY	6,900
CORNERSTONE CRAFTSMAN 651 NORTH RIPLEY STREET ALEXANDRIA,VA22304		PUBLIC CHARITY	STRENGTHENING CAPACITY	3,000
ENTERPRISE COMMUNITY DEVELOPMENT 11000 BROKEN LAND PARKWAY COLUMBIA,MD21044		PUBLIC CHARITY	SOCIAL CONNECTEDNESS	15,000
GEORGE MASON FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX,VA22030		PUBLIC CHARITY	UPSTREAM	100,000
GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX,VA22030		PUBLIC CHARITY	STRENGTHENING CAPACITY	25,000
GR PRINCE WILLIAM COMM HEALTH CTR 4379 RIDGEWOOD CTR DR 102 WOODBRIDGE,VA22192		PUBLIC CHARITY	GENERAL OPERATING SUPPORT	145,000
HEALTHWORKS FOR NORTHERN VIRGINIA 163 FORT EVANS RD NE LEESBURG,VA20176		PUBLIC CHARITY	GENERAL OPERATING SUPPORT	145,000
LAZERA MINISTRIES 3854 MARIPOSA PLACE ALEXANDRIA,VA22309		PUBLIC CHARITY	SOCIAL CONNECTEDNESS	15,000
LOUDOUN FREE CLINIC 224-A CORNWALL ST NW LEESBURG,VA20176		PUBLIC CHARITY	STRENGTHENING CAPACITY	21,600
LOUDOUN HUNGER RELIEF INC 750 MILLER DIRVE SUITE 110 LEESBURG,VA20175		PUBLIC CHARITY	STRENGTHENING CAPACITY	20,000
NEIGHBORHOOD HEALTH 6677 RICHMOND HIGHWAY ALEXANDRIA,VA22014		PUBLIC CHARITY	GENERAL OPERATING SUPPORT	245,000
NEW VIRGINIA MAJORITY EDUCATION FUND 3801 MT VERNON AVENUE ALEXANDRIA,VA22305		PUBLIC CHARITY	SOCIAL CONNECTEDNESS	20,000
NORTHERN VIRGINIA DENTAL CLINIC 8221 WILLOW OAKS CORPORATE DRIVE SUITE 405 FAIRFAX,VA22031		PUBLIC CHARITY	GENERAL OPERATING SUPPORT	145,000
NORTHERN VIRGINIA FAMILY SERVICE 10455 WHITE GRANITE DR OAKTON,VA22124		PUBLIC CHARITY	GENERAL OPERATING SUPPORT	145,000
NORTHERN VIRGINIA VETERANS ASSOCIATION 6241 OAKLAND DRIVE WOODBRIDGE,VA22193		PUBLIC CHARITY	SOCIAL CONNECTEDNESS	15,000
NOVA SCRIPTSCENTRAL INC 6400 ARLINGTON BLVD SUITE 120 FALLS CHURCH,VA22042		PUBLIC CHARITY	GENERAL OPERATING SUPPORT	145,000
PATHFORWARD 2020A 14TH ST N ARLINGTON,VA22201		PUBLIC CHARITY	STRENGTHENING CAPACITY	17,500
PREVENTION OF BLINDNESS SOCIETY OF METROPOLITAN WASHINGTON 415 2ND STREET NE SUITE 200 WASHINGTON,DC20002		PUBLIC CHARITY	STRENGTHENING CAPACITY	6,500
UNITED COMMUNITY INC 7511 FORDSON ROAD ALEXANDRIA,VA22306		PUBLIC CHARITY	UPSTREAM	100,000
TENANTS AND WORKERS UNITED 3801 MT VERNON AVENUE ALEXANDRIA,VA22305		PUBLIC CHARITY	SOCIAL CONNECTEDNESS	20,000
THE CHRIS ATWOOD FOUNDATION 3016 LEEFIELD DRIVE HERNDON,VA20171		PUBLIC CHARITY	STRENGTHENING CAPACITY	23,000
THE LAMB CENTER 3160 CAMPBELL DRIVE FAIRFAX,VA22031		PUBLIC CHARITY	SOCIAL CONNECTEDNESS	7,500
THE SPITFIRE CLUB 2202 MT VERNON AVENUE SUITE 200 ALEXANDRIA,VA22301		PUBLIC CHARITY	SOCIAL CONNECTEDNESS	10,000
Total ................................. 3a				1,801,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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 ...........
4 Dividends and interest from securities ....			14	1,182,057
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	931,277
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) ..		0		2,113,334	0

13Total. Add line 12, columns (b), (d), and (e)..................

2,113,334

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	67,185	23,515		45,122

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included
COMPUTER EQUIPMENT	2013-04-29	4,134	4,134	SL	5.000000000000	0	0
NEW EQUIPMENT	2024-03-01	7,935		SL	5.000000000000	1,323	0

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	13,922	13,922
ALTRIA GROUP	14,486	14,486
AMERN EXPRESS CO SR NTS VAR RT 07/26/2028 DTD 07/26/2024	4,021	4,021
AMERN HONDA FIN SR NTS MTN 4.9% 03/13/2029	4,983	4,983
AMGEN INC SR NTS 4.05% 08/18/2029 DTD 08/18/2022	4,814	4,814
AMPHENOL CORP SR NTS 5.05% 04/05/2029 DTD 04/05/2024	5,030	5,030
AON CORP/AON GLOBAL HOLD	4,978	4,978
ATMOS ENERGY CORP SR NTS 2.625% 09/15/2029 DTD 10/02/2019	4,546	4,546
AVALONBAY COMMUNITIES 2.95% 05/11/2026 DTD 05/11/2016	4,882	4,882
BAKER HUGHES LLC/CO-OBL SR NTS 3.337% 12/15/2027 DTD 01/31/2018	4,823	4,823
BHP BILLITON FIN USA LTD	6,029	6,029
BK OF AMER CORP SR NTS VAR RT 03/11/2027 DTD 03/11/2021	4,818	4,818
BK OF AMER CORP SR NTS VAR RT 04/25/2029 DTD 04/25/2023	5,023	5,023
BK OF AMER CORP SR NTS VAR RT 04/23/2027 DTD 04/23/2019	24,598	24,598
BK OF AMER CORP SR NTS VAR RT 07/23/2031 DTD 07/23/2020	37,859	37,859
BK OF NY MELLON CORP SR NTS MTN VAR RT 10/25/2029 DTD 10/25/2023	15,759	15,759
BK OF NY MELLON CORP SR NTS MTN VAR RT 04/26/2034 DTD 04/26/2023	4,900	4,900
BK OF MONTREAL SR NTS MTN 1.25%	18,909	18,909
BOOKING HOLDINGS INC SR NTS 3.6% 06/01/2026 DTD 05/23/2016	14,805	14,805
BRISTOL-MYERS SQUIBB CO SR NTS 5.9% 11/15/2033 DTD 11/13/2023	11,542	11,542
BROOKFIELD CORP SR NTS 4.0% 01/15/2025 DTD 01/15/2015	14,994	14,994
CAMDEN PPTY TRUST SR NTS 5.85%	5,100	5,100
CAP ONE FINL CO SR NTS VAR RT 07/24/2026 DTD 07/27/2022	9,992	9,992
CENCORA INC.	4,839	4,839
CHARLES SCHWAB CORP	13,740	13,740
CHARLES SCHWAB CORP SR NTS VAR RT 05/19/2029 DTD 05/19/2023	10,202	10,202
CITIGROUP INC SR NTS VAR RT 10/27/2028 DTD 10/27/2017	9,624	9,624
CITIGROUP INC SR NTS VAR RT 09/19/2030 DTD 09/19/2024	8,745	8,745
CITIGROUP INC SR NTS VAR RT 03/17/2033 DTD 03/17/2022	9,876	9,876
CITIGROUP INC SR NTS VAR RT 06/11/2035 DTD 06/11/2024	4,958	4,958
COLUMBIA PIPELINE GROUP	4,987	4,987
COMCAST CORP 1.5% 02/15/2031 DTD 08/25/2020	12,209	12,209
CONOCOPHILLIPS CO 5.05% 09/15/2033 DTD 08/17/2023	4,933	4,933
DUKE ENERGY FL LLC	4,868	4,868
EIDP INC	10,685	10,685
ELECTR ARTS INC	8,304	8,304
ENTERGY LOUISIANA LLC 3.120% 09/01/2027 DTD 05/23/2017	4,807	4,807
ENTERPRISE PRODUCTS OPERATIONS	4,880	4,880
ERP OPER LP SR NTS 2.5% 02/15/2030 DTD 08/27/2019	4,449	4,449
ERP OPER LP SR NTS 2.85% 11/01/2026 DTD 10/12/2016	4,842	4,842
EVERGY METRO	4,876	4,876
GA PWR CO SR NTS 4.95% 05/17/2033 DTD 05/04/2023	4,896	4,896
GILEAD SCIENCES INC.	6,022	6,022
GOLDMAN SACHS GROUP INC 4.25% 10/21/2025 DTD 10/21/2015	1,989	1,989
GOLDMAN SACHS GROUP INC SR NTS VAR RT 10/21/2027 DTD 10/21/2021	4,744	4,744
GOLDMAN SACHS GROUP INC SR NTS VAR RT 06/05/2028 DTD 06/05/2017	14,569	14,569
GOLDMAN SACHS GROUP INC SR NTS VAR RT 04/23/2029 DTD 01/23/2018	28,854	28,854
HUNTINGTON BANCSHARES SR NTS VAR RT 01/15/2031 DTD 11/18/2024	6,005	6,005
ISHARES BROAD USD HIGH YIELD	288,802	288,802
ISHARES CORE MSCI EMERGING	289,873	289,873
ISHARES TIPS BOND ETF	884,791	884,791
KIMCO RLTY OP LLC	4,439	4,439
KLA CORP SR NTS 4.65% 07/15/2032 DTD 06/23/2022	9,785	9,785
LORD ABBETT SHRT DUR INC -F3	520,337	520,337
MAGNA INTL INC SR NTS 5.5% 03/21/2033 DTD 03/21/2023	6,072	6,072
MANULIFE FINANCIAL CORP 4.150% 03/04/2026 DTD 03/04/2016	11,924	11,924
METLIFE INC SR NTS 6.5% 12/15/2032 DTD 12/10/2022	10,885	10,885
META PLATFORMS INC. SR NTS 4.75% 08/15/2034 DTD 08/09/2024	4,867	4,867
MID-AMERICA APARTMENTS SR NTS 4.2% 06/15/2028 DTD 05/14/2018	4,888	4,888
MITSUBISHI UFJ FIN GRP SR NTS 3.741% 03/07/2029 DTD 03/07/2019	9,566	9,566
MORGAN STANLEY SR NTS MTN VAR RT 01/23/2030 DTD 01/23/2019	38,930	38,930
MORGAN STANLEY SR NTS MTN VAR RT 04/21/2034 DTD 04/21/2023	5,908	5,908
MORGAN STANLEY SR NTS MTN VAR RT 07/19/2035 DTD 07/19/2024	2,951	2,951
NATL RURAL UTIL COOP 3.9% 11/01/2028 DTD 10/31/2018	9,656	9,656
NETFLIX INC SR NTS 4.875% 04/15/2028 DTD 10/26/2017	5,020	5,020
NEWMONT/NEWCREST FDN 3.25% 05/13/2030 DTD 09/06/2024	4,595	4,595
NEXTERA ENERGY CAP	13,579	13,579
NUCOR CORP SR NTS 4.3% 05/23/2027 DTD 05/23/2022	9,918	9,918
ONE GAS INC SR NTS 2.0% 05/15/2030 DTD 05/04/2020	4,322	4,322
PFIZER INVT ENTER 4.75% 05/19/2033 DTD 05/19/2023	9,717	9,717
PHILIP MORRIS INTL INC. SR NTS 4.875% 02/15/2028 DTD 02/15/2023	16,038	16,038
PGIM HIGH YIELD	1,175,454	1,175,454
PNC FINL SERVICES SR NTS VAR RT 01/21/2028 DTD 01/22/2024	3,026	3,026
PNC FINL SERVICES SR NTS VAR RT 06/12/2029 DTD 06/12/2023	10,175	10,175
POTOMAC ELEC PWR 5.2% 03/15/2034 DTD 03/04/2024	4,956	4,956
PPL ELEC UTILITIES 5.0% 05/15/2033 DTD 03/02/2023	4,941	4,941
PRIN FINL GRP 2.125% 06/15/2030 DTD 06/12/2020	14,652	14,652
PROLOGIS LP 1.25% 10/15/2030 DTD 08/20/2020	4,098	4,098
PUB STORAGE SR NTS 2.25% 11/09/2031 DTD 11/09/2021	12,547	12,547
PUB SVC OK SR NTS 2.2% 08/15/2031 DTD 08/13/2021	12,408	12,408
REGENCY CENTERS LP	4,878	4,878
REP SERVICES INC SR NTS 5.0% 04/01/2034 DTD 03/28/2023	10,729	10,729
RLTY INCOME CORP SR NTS 3.0% 01/15/2027 DTD 10/12/2016	19,341	19,341
ROYAL BK OF CANADA SR NTS MTN 2.05% 01/21/2027 DTD 01/21/2022	23,737	23,737
RTX CORP SR NTS 2.375% 03/15/2032 DTD 11/16/2021	12,451	12,451
S&P GLOBAL INC 2.5% 12/01/2029 DTD 11/26/2019	8,987	8,987
SIMON PPTY GROUP LP SR NTS 2.45% 09/13/2029 DTD 09/13/2019	4,496	4,496
SIX CIRCLES CREDIT OPPORT	1,205,325	1,205,325
SOUTHERN CAL EDISON 5.15% 06/01/2029 DTD 03/01/2024	6,035	6,035
SOUTHERN CAL EDISON 5.2% 06/01/2034 DTD 01/11/2024	9,894	9,894
SUMITOMO MITSUI FINL GRP SR NTS 3.784% 03/09/2026 DTD 03/09/2016	34,642	34,642
THERMO FISHER SCIENTIFIC SR NTS 4.95% 11/21/2032 DTD 11/21/2022	4,966	4,966
TORONTO-DOMINION BK	15,245	15,245
TORONTO-DOMINION BK	4,738	4,738
TOTALENERGIES CAP INTL 2.829% 01/10/2030 DTD 07/10/2019	4,550	4,550
TOTALENERGIES CAP SA 5.15% 04/05/2034 DTD 04/05/2024	4,978	4,978
TOYOTA MTR CR CORP SR NTS MTN 4.8% 01/05/2034 DTD 01/05/2024	9,715	9,715
TRUIST FINL CORP SR NTS MTN VAR RT 10/28/2026 DTD 10/28/2022	10,076	10,076
TRUIST FINL CORP SR NTS 4.0% 05/01/2025 DTD 04/26/2018	9,976	9,976
TUCSON ELEC PWR CO 1.5%	12,387	12,387
TYCO ELECTRONICS GROUP S 4.625% 02/01/2030 DTD 08/02/2024	4,951	4,951
UNITEDHEALTH GROUP INC SR NTS 2.3% 05/15/2031 DTD 05/19/2021	17,006	17,006
US BANCORP MTN 3.0% 07/30/2029 DTD 07/29/2019	4,582	4,582
US BANCORP SR NTS VAR RT 06/12/2029 DTD 06/12/2023	10,226	10,226
US BANCORP SR NTS VAR RT 02/01/2034 DTD 02/01/2023	5,743	5,743
VANGUARD MORTGAGE-BACKED SEC	787,510	787,510
VANGUARD TOTAL BOND MARKET	424,485	424,485
VANGUARD TOTAL INTL BOND ETF	990,369	990,369
WALT DISNEY COMPANY 3.8% 03/22/2030 DTD 03/23/2020	5,743	5,743
WELLS FARGO & CO 4.15% 1/24/29 DTD 1/24/19	24,238	24,238
WELLS FARGO & CO SR NTS MTN VAR RT 04/25/2026 DTD 04/25/2022	4,985	4,985
WELLS FARGO & CO SR NTS MTN VAR RT 01/23/2030 DTD 01/23/2024	8,023	8,023
WESTPAC BNKG CORP SR NTS 2.85% 05/13/2026 DTD 05/13/2016	14,667	14,667
WI ELEC PWR	9,065	9,065

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ISHARES GOLD TRUST	860,385	860,385
ISHARES MSCI ALL COUNTRY ASI	860,458	860,458
ISHARES RUSSELL MID-CAP ETF	2,449,387	2,449,387
MFS INTL INTRINSIC VALUE-R6	465,102	465,102
NEUBERGER BERMAN LONG	752,857	752,857
RIO TINTO FIN USA LTD	10,735	10,735
SAN DIEGO G & E	5,022	5,022
SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND	1,524,178	1,524,178
SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND	2,546,633	2,546,633
SPDR S&P 500 ETF TRUST	2,152,672	2,152,672
VANGUARD FTSE EMERGING MARKET	476,160	476,160
VANGUARD S&P 500 ETF	4,860,066	4,860,066
WASTE CONNECTIONS INC.	5,872	5,872

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AP EUROPE VII (APAX) PRIVATE INVESTORS OFFSHORE LP	FMV	6,645	6,645
BCP VI PRIVATE INVESTORS OFFSHORE,LP	FMV	123,154	123,154
BLACKSTONE ALT MULTI-STRAT- Y	FMV	818,231	818,231
CLAYTON, DUBILIER & RICE (CD&R) FUND 8, LP	FMV	2,047	2,047
COATUE OFFSHORE FUND, LTD. CLASS B SUB CLASS E TRANCHE 4R - NEW ISSUES INELI	FMV	1,581,088	1,581,088
FIDELITY INTL IND-INST PRM	FMV	392,572	392,572
ISHARES MSCI EAFE INTL-K	FMV	263,523	263,523
JPM BETABUILDERS EUROPE	FMV	132,454	132,454
JPM BETABUILDERS JAPAN	FMV	441,865	441,865
JPM BTABLDRS DEV ASIA	FMV	261,251	261,251
JPMORGAN BETABUILDERS CANADA ETF	FMV	308,761	308,761
SILVER LAKE PARTNERS III PRIVATE INVESTORS OFFSHORE LP	FMV	104,435	104,435
VINTAGE 2013 PRIVATE INVESTMENTS, OFFSHORE	FMV	297,160	297,160
VINTAGE 2014 PRIVATE INVESTMENTS, OFFSHORE	FMV	249,858	249,858
VINTAGE 2015 PRIVATE INVESTMENTS, OFFSHORE (LESS THAN $1M)	FMV	600,328	600,328
VINTAGE 2017 PRIVATE INVESTMENTS, OFFSHORE ($1 - 4.99MM)	FMV	825,922	825,922
VINTAGE 2018 PRIVATE INVESTMENTS, OFFSHORE (LESS THAN $1MM)	FMV	820,647	820,647
VINTAGE 2019 PRIVATE INVESTMENTS OFFSHORE SICAV-RAIF S.C.SP. (LESS THAN $1MM	FMV	694,803	694,803
VINTAGE 2022 PRIVATE INVESTMENTS OFFSHORE	FMV	455,452	455,452
VINTAGE 2024 PRIVATE INVESTMENTS OFFSHORE	FMV	64,102	64,102
XTRACKERS MSCI JAPAN HEDGED EQUITY ETF	FMV	330,426	330,426

- TIN:

TY 2024 LandEtcSchedule2

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
COMPUTER EQUIPMENT	4,134	4,134	0
NEW EQUIPMENT	7,935	1,323	6,612

- TIN:

TY 2024 OtherAssetsSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
SECURITY DEPOSIT	10,800	10,800	10,800
DEFERRED COMPENSATION	316,312	357,548	357,548
OPERATING LEASE RIGHT-OF-USE	175,544	60,132	60,132
EXCISE TAXES RECEIVABLE	0	7,834	7,834

- TIN:

TY 2024 OtherExpensesSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
DUES	11,074	0	11,074
OFFICE SUPPLIES	2,554	400	4,955
TECHNOLOGY MAINTENANCE	9,415	0	9,415
SUBSCRIPTIONS	1,727	0	1,727
POSTAGE AND DELIVERY	514	0	514
INSURANCE	2,257	0	2,257
COMMUNICATIONS AND REPORTS	58,807	0	58,807
REGISTRATION FEES	25	0	25
STRATEGIC PLANNING	3,750	0	3,750
RELOCATION	5,444	0	5,444

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Description	Amount
UNREALIZED GAINS ON INVESTMENTS	1,978,291

- TIN:

TY 2024 OtherLiabilitiesSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Description	Beginning of Year - Book Value	End of Year - Book Value
DEFERRED COMPENSATION	316,312	357,548
DEFERRED TAX LIABILITY	142,052	144,032
OPERATING LEASE LIABILITIES	175,544	60,132

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
INVESTMENT FEES	178,922	178,922	0
PAYROLL SERVICES	3,275	0	3,275
STRATEGIC PARTNERSHIPS	39,500	0	39,500
TECHNICAL ASSISTANCE	81,989	0	81,989
403B MANAGEMENT FEES	1,878	0	1,878
RESEARCH AND OTHER CONSULTANTS	64,211	0	64,211

- TIN:

TY 2024 TaxesSchedule

Name:

NORTHERN VIRGINIA HEALTH FOUNDATION

EIN:

20-4062932

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INCOME AND EXCISE TAXES	53,040	0		0