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SORENSEN 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 TREASURER 3.00 0 0 0 WAYNE MALLARD 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 SECRETARY 2.00 0 0 0 CARLOS CASTRO 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 PAUL GADEN 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 SAM HILL EDD 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 PHYLLIS MORGAN PHD 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 WILLIAM M MOSS 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 SARAH PITKIN PHD 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 WILIAM C REHA MD MBA 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 ALICE TANG DO MBA 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 CLARICE TORIAN MED 2296 OPITZ BOULEVARD SUITE 200 WOODBRIDGE VA 22191 DIRECTOR 1.00 0 0 0 GAYLE WHITLOCK 2296 OPITZ BOULEVARD SUITE 200 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22079 PC WORKHOUSE MILITARY IN THE ARTS INITIATIVES 77050 YOUNG INVINCIBLES 1411 K STREET NW SUITE 400 WASHINGTON DC 20005 PC HEALTHY YOUNG AMERICA - NOVA CAMPAIGN 125000 YOUTH FOR TOMORROW 11835 HAZEL CIRCLE DRIVE BRISTOW VA 20136 PC COORDINATED BEHAVIORAL HEALTH SERVICES - DUMFRIES 291165 YOUTH FOR TOMORROW 11835 HAZEL CIRCLE DRIVE BRISTOW VA 20136 PC YFT BEHAVIORAL MENTAL HEALTH SERVICES FOR THE UNDERSERVED 58500 5972302 BRINGING RESOURCES TO AID WOMEN'S SHELTERS (BRAWS) 133 PARK STREET NE SUITE 3B VIENNA VA 22180 PC SUPPLYING MENSTRUAL SUPPLIES & UNDERGARMENTS TO RESIDENTS OF PRINCE WILLIAM COUNTY 16200 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 PC SHORT-TERM EMERGENCY FOOD IN PHF SERVICE AREA 22500 CAPITAL CARING HEALTH 3180 FAIRVIEW PARK DRIVE SUITE 600 FALLS CHURCH VA 22042 PC COMMUNITY GRIEF & COUNSELING PROGRAM 11370 CATHOLIC CHARITIES ARLINGTON DIOCESE MOTHER OF MERCY FREE MEDICAL CLINIC 9380 FORESTWOOD LANE UNIT B MANASSAS VA 20110 PC OPERATING SUPPORT 500000 FOODS & FRIENDS INC 219 RIGGS ROAD NE WASHINGTON DC 20011 PC SPECIALIZED NUTRITION SERVICES FOR SERIOUSLY ILL VIRGINIANS 12000 GEORGE MASON UNIVERSITY OFFICE OF SPONSORED PROGRAMS 4400 UNIVERSITY DRIVE MSN 4C6 FAIRFAX VA 220304422 PC OPERATING SUPPORT 750000 GREATER DC DIAPER BANK 5614 CONNECTICUT AVENUE NW 285 WASHINGTON DC 20015 PC PROVIDING FAMILIES IN GREATER DC WITH ESSENTIALS TO THRIVE 7500 GREATER PRINCE WILLIAM COMMUNITY HEALTH CENTER 4379 RIDGEWOOD CENTER DRIVE SUITE 102 WOODBRIDGE VA 22192 PC OPERATING SUPPORT 500000 INOVA HEALTH CARE SERVICES 2740 PROSPERITY AVENUE SUITE 200 FAIRFAX VA 22031 PC INCREASE AVAILABILITY & ACCESS TO FORENSIC SERVICES IN PRINCE WILLIAM COUNTY 33000 JUST NEIGHBORS 7630 LITTLE RIVER TURNPIKE SUITE 900 ANNANDALE VA 22003 PC IMMIGRANT-FOCUSED MEDICAL LEGAL PARTNERSHIP 22500 LEGAL AID JUSTICE CENTER 1000 PRESTON AVENUE CHARLOTTESVILLE VA 22903 PC LEGAL AID JUSTICE CENTER 45000 LITERACY VOLUNTEERS OF AMERICA PRINCE WILLIAM 4326 DALE BLVD SUITE 2 WOODBRIDGE VA 22193 PC B4 HEALTH LITERACY 18000 LLOYD F MOSS FREE CLINIC 1301 SAM PERRY BOULEVARD FREDERICKSBURG VA 22401 PC OPERATING SUPPORT 465000 LORTON COMMUNITY ACTION CENTER 9518 RICHMOND HWY LORTON VA 22079 PC ALL CAN BE HEALTH INITIATIVE 22500 NATIONAL CAPITAL TREATMENT & RECOVERY 200 N GLEBE ROAD SUITE 104 ARLINGTON VA 22203 PC PATIENT ASSISTANCE FUND - PHF SERVICE AREA 7500 NATIONAL COALITION OF 100 BLACK WOMEN INC PRINCE WILLIAM COUNTY CHAPTER PO BOX 1166 DUMFRIES VA 22026 PC HEALTH EQUITY: PROMOTING ORAL HEALTH 24600 NORTHERN VIRGINIA FAMILY SERVICE 10455 WHITE GRANITE DRIVE SUITE 100 OAKTON VA 22124 PC PUBLIC HEALTH BENEFITS & INSURANCE NAVIGATION 25363 NORTHERN VIRGINIA FAMILY SERVICE 10455 WHITE GRANITE DRIVE SUITE 100 OAKTON VA 22124 PC OPERATING SUPPORT 437500 NORTHERN VIRGINIA FOOD RESCUE PO BOX 74 DUMFRIES VA 22026 PC FOOD RESCUE EXPANSION 52500 NOVA SCRIPTSCENTRAL INC 6400 ARLINGTON BOULEVARD SUITE 120 FALLS CHURCH VA 22042 PC OPERATING SUPPORT 575000 PRINCE WILLIAM COUNTY COMMUNITY FOUNDATION INC PO BOX 5148 WOODBRIDGE VA 22194 PC COMBATING HUNGER ON WHEELS WAGON INITIATIVE 19710 RX PARTNERSHIP 2924 EMERYWOOD PARKWAY SUITE 300 RICHMOND VA 23294 PC OPERATING SUPPORT 150000 SENTARA NORTHERN VIRGINIA MEDICAL CENTER 2300 OPITZ BOULEVARD WOODBRIDGE VA 22191 PC NURSING SCHOLARSHIP PROGRAM 9000 SENTARA NORTHERN VIRGINIA MEDICAL CENTER 2300 OPITZ BOULEVARD WOODBRIDGE VA 22191 PC OPERATING SUPPORT 437500 STAFFORD SCHOOLS HEAD START 610 GAYLE STREET FALMOUTH VA 22405 PC CHILDREN'S HEALTH INSURANCE OUTREACH 9000 STREETLIGHT COMMUNITY OUTREACH MINISTRIES 14806 BLACKBURN ROAD WOODBRIDGE VA 22191 PC REGISTERED NURSE POSITION FOR STREETLIGHT MEDICALLY FRAGILE SUPPORTIVE HOUSING AND SHELTER CLIENTS 22607 THE CHRIS ATWOOD FOUNDATION PO BOX 9282 RESTON VA 20195 PC IMPROVING INDIVIDUAL HEALTH 32565 THE FENWICK FOUNDATION 23 N FENWICK STREET ARLINGTON VA 22201 PC PROJECT ADAPT - DENTAL CARE FOR PRINCE WILLIAM COUNTY LOW-RESOURCE OLDER ADULTS 45000 THE SALVATION ARMY OF PRINCE WILLIAM 1483 OLD BRIDGE ROAD UNIT 102 WOODBRIDGE VA 22192 PC EMERGENCY FOOD, RENT & UTILITIES ASSISTANCE PROGRAM 21000 THE VOLUNTARY ACTION CENTER OF PRINCE WILLIAM AREA INC 9248 CENTER STREET MANASSAS VA 20110 PC VETS - VETERANS ENHANCED TRANSPORTATION SERVICES 15000 THE WOMEN'S CENTER 133 PARK STREET NE VIENNA VA 22180 PC ENHANCED ACCESS TO MENTAL HEALTH PROGRAM 15000 VIRGINIANS ORGANIZED FOR INTERFAITH COMMUNITY ENGAGEMENT (VOICE) 4444 ARLINGTON BLVD ARLINGTON VA 22204 PC PRINCE WILLIAM COUNTY CRISIS STABILIZATION UNIT 30000 4354415 14 1695 525990 9258 14 4486546 525990 14541 18 713278 23799 5201519 0 5225318 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 47607 0 47607 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. SEI CORE FIXED INCOME FUND #285 24808624 24808624 SEI SIIT REAL RETURN A 1953091 1953091 SIIT ULTRA SHORT DURATION BOND FUND 4857159 4857159 SEI ISHARES MSCI USA MIN VOL FACTOR ETF 6932107 6932107 SEI LARGE CAP FUND 20319951 20319951 SEI EXTENDED MKT INDEX-A 3231901 3231901 SEI WORLD EQUITY EX-US FUND 8037217 8037217 SEI STATE ST EMG MKT EQTY INDX-K 2925938 2925938 SEI STATE STREET GLB ALL CAP EQ X US IN 6990220 6990220 340132 340132 0 0 SEI GLOBAL PRIVATE ASSETS V LP FMV 1698746 1698746 SEI GLOBAL PRIVATE ASSETS IV LP FMV 4047727 4047727 SEI SPECIAL SITUATIONS FUND LTD FMV 6319656 6319656 SEI CORE PROPERTY FUND LP FMV 14767721 14767721 FURNITURE, EQUIPMENT AND TECHNOLOGY 61243 54129 7114 7114 LEGAL 8369 0 8369 PROFESSIONAL DEVELOPMENT 24237 0 29772 TECHNOLOGY EXPENSE 19402 0 13117 INSURANCE 2207 0 3832 BANK FEES 40 40 0 OTHER EXPENSES 1623 0 1603 SPONSORSHIPS 12558 0 12558 SEI CORE PROPERTY FUND LP OTHER DEDUCTIONS 0 120359 0 SEI GLOBAL PRIVATE ASSETS IV, LP OTHER DEDUCTIONS 0 123001 0 SEI GLOBAL PRIVATE ASSETS V, LP OTHER DEDUCTIONS 0 62678 0 SEI GLOBAL PRIVATE ASSETS IV, LP OTHER DEDUCTIONS REMOVE UBI 0 -55033 0 SEI GLOBAL PRIVATE ASSETS V, LP OTHER DEDUCTIONS REMOVE UBI 0 -4083 0 SEI CORE PROPERTY FUND LP OTHER INCOME 0 39068 0 SEI GLOBAL PRIVATE ASSETS IV, LP ORDINARY INCOME 0 87995 0 SEI GLOBAL PRIVATE ASSETS IV, LP OTHER INCOME 0 26282 0 SEI GLOBAL PRIVATE ASSETS IV, LP RENTAL LOSS 0 -6196 0 SEI GLOBAL PRIVATE ASSETS IV, LP ROYALTY INCOME 0 4137 0 SEI GLOBAL PRIVATE ASSETS V, LP ORDINARY LOSS 0 -10298 0 SEI GLOBAL PRIVATE ASSETS V, LP OTHER INCOME 0 1292 0 SEI GLOBAL PRIVATE ASSETS V, LP RENTAL LOSS 0 -3998 0 SEI GLOBAL PRIVATE ASSETS IV, LP REMOVE UBI 0 7039 0 SEI GLOBAL PRIVATE ASSETS V, LP REMOVE UBI 0 -88578 0 UNREALIZED GAIN ON INVESTMENTS 4332868 DUE TO RELATED PARTY 37839 31507 DEFERRED TAX LIABILITY 88411 148638 CONSULTANT FEES 153900 0 163900 INVESTMENT MANAGEMENT FEES 612572 612572 0 EXCISE TAX 48521 0 0 UNRELATED BUSINESS INCOME TAX 4997 0 0 SEI GLOBAL PRIVATE ASSETS IV, LP 0 1316 0 SEI GLOBAL PRIVATE ASSETS V, LP 0 391 0 SEI GLOBAL PRIVATE ASSETS IV, LP REMOVE UBI 0 -116 0 SEI GLOBAL PRIVATE ASSETS V, LP REMOVE UBI 0 -68 0