DE BEAUMONT FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DE BEAUMONT FOUNDATION INC (EIN 04-3467074)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349108952
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T16:46:13-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO INTERNATIONAL PLACE 22ND FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043467074EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DE BEAUMONT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEBEBusinessNameControlTxt
Phone3019615800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE NO 1310EAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARIEL MOYERPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone3019615800PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARIELPersonFirstNm
Person LastMOYERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J KENNEYPreparerPersonNm
PTINP00202198PTIN
Phone6177170831PhoneNum
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$198,490,499FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,195,880ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$51InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$51InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,586,812DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,586,812DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,453,960NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$64,181,480GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,448,592CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,236,703TotalRevAndExpnssAmt
Total Net Invst Incm$7,035,455TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$865,082CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$69,103CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$795,979CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,693,827OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$76,764OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,617,063OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$553,950PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$16,619PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$537,331PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$13,889LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,889LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$30,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,290AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$15,290AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,227,631OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$391,311OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,836,320OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$90,549TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$107,323DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$767,009OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$767,009OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$118,784TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$118,784TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$383,707PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$383,707PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$526,915OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,771OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$512,144OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,379,246TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$583,858TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,597,516TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,065,548ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,065,548ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,444,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$583,858TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,663,064TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,208,091ExcessRevenueOverExpensesAmt
Net Investment Income$6,451,597NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,874,637CashBOYAmt
Cash EOY$6,804,076CashEOYAmt
Cash EOYFMV$6,804,076CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,196,759SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$934,803SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$934,803SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$146,313,169OtherInvestmentsBOYAmt
Other Investments EOY$142,428,448OtherInvestmentsEOYAmt
Other Investments EOYFMV$190,474,146OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$622,868LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$345,394LandBldgEquipAccumDeprecAmt
Land BOY$268,327LandBOYAmt
Land EOY$277,474LandEOYAmt
Land EOYFMV$277,474LandEOYFMVAmt
Other Assets BOY$13,156OtherAssetsBOYAmt
Other Assets EOY$13,156OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$152,666,048TotalAssetsBOYAmt
Total Assets EOY$150,457,957TotalAssetsEOYAmt
Total Assets EOYFMV$198,490,499TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$151,937,437NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$149,738,139NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$728,611DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$719,818DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$152,666,048TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$150,457,957TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$152,666,048TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$150,457,957TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$152,666,048TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,208,091ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$150,457,957SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$150,457,957TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$64,181,480GrossSalesPriceAmt
Cost Or Other Basis$58,732,888CostOrOtherBasisAmt
Gain Or Loss$5,448,592GainOrLossAmt
Gains Minus Excess Or Losses$5,448,592GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,448,592CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$89,677InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$89,677SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$89,677TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$81,874EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$81,874TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$7,803TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T Filed0Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DEBEAUMONT.ORGWebsiteAddressTxt
Individual With BooksARIEL MOYERIndividualWithBooksNm
Phone3019614948PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1310EAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN C CASTRUCCI
7501 WISCONSIN AVENUEBETHESDAMD20814PRESIDENT & CEO40.00$361,047$14,000$0
ARIEL MOYER
7501 WISCONSIN AVENUEBETHESDAMD20814CHIEF OPERATING OFFICER40.00$248,099$11,936$0
JAMES B SPRAGUE MD
7501 WISCONSIN AVENUEBETHESDAMD20814CHAIRMAN10.00$125,000$0$0
CAROL MASSONI
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$25,000$0$0
JOHN AUERBACH
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$25,000$0$0
CARA HUTCHINS
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$22,500$0$0
GREGORY WAGNER
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$20,000$0$0
MURRAY BRENNAN
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$12,500$0$0
BRIEN O'BRIEN
7501 WISCONSIN AVENUEBETHESDAMD20814VICE CHAIRMAN1.00$0$0$0
LEROY PARKER MD
7501 WISCONSIN AVENUEBETHESDAMD20814SECRETARY/TREASURER1.00$0$0$0
RICHARD BURNES
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$0$0$0
JOHN STEVENS
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$0$0$0
CLARION JOHNSON MD
7501 WISCONSIN AVENUEBETHESDAMD20814DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CATHERINE SELLERS
7501 WISCONSIN AVENUEBETHESDAMD20814VICE PRESIDENT, IMPA40.00$232,425$11,493$0
MARK MILLER
7501 WISCONSIN AVENUEBETHESDAMD20814VICE PRESIDENT, COMM40.00$223,669$11,009$0
EMILY YU
7501 WISCONSIN AVENUEBETHESDAMD20814EXECUTIVE DIR, BUILD40.00$188,222$10,890$0
KRISTINA RISLEY
7501 WISCONSIN AVENUEBETHESDAMD20814MANAGING DIR, WORKFO40.00$183,018$8,531$0
CHRISTINA JULIANO
7501 WISCONSIN AVENUEBETHESDAMD20814EXECUTIVE DIR, BIG C40.00$158,532$7,985$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k11OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
STARFISH MEDIA GROUP
134 WEST 26TH STREET SUITE 1150NEW YORKNY10001PROGRAM SERVICES$500,000
PRIME BUCHHOLZ & ASSOCIATES INC
273 CORPORATE DRIVEPORTSMOUTHNH03801INVESTMENT ADVISOR$209,178
FENTON COMMUNICATIONS
1010 VERMONT AVE NW STE 1100WASHINGTONDC20005PROGRAM SERVICES$180,389
KELLY & ASSOCIATES INSURANCE GROUP INC
11300 ROCKVILLE PIKE SUITE 900ROCKVILLEMD20852BENEFIT ADMINISTRATOR$151,343
GMMB
3050 K STREET NW SUITE 100WASHINGTONDC20007PROGRAM SERVICES$148,614
FieldValueIRS element (for citing)
Contractor Paid Over50k8ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1OUTBREAK: THE FIRST RESPONSE: A SHORT DOCUMENTARY FILM THAT EXAMINES THE PUBLIC HEALTH RESPONSE TO THE FIRST CORONAVIRUS OUTBREAK IN THE UNITED STATES AND HIGHLIGHTS THE IMPACT OF THE HISTORIC PANDEMIC ON VULNERABLE COMMUNITIES.Description1Txt
Expenses1$500,000Expenses1Amt
Description2BUILD HEALTH CHALLENGE COMMUNICATIONS PROGRAM: DESIGN AND IMPLEMENT A COMPREHENSIVE COMMUNICATIONS STRATEGY TO SUPPORT THE BUILD HEALTH CHALLENGE PROJECT. WORK SUPPORTS BUILD SITES AND ENABLES GRANTEES TO PROMOTE THEIR PROGRAMS.Description2Txt
Expenses2$180,389Expenses2Amt
Description3PUBLIC HEALTH COMMUNICATIONS COLLABORATIVE: THE PUBLIC HEALTH COMMUNICATIONS COLLABORATIVE (PHCC) WAS FORMED TO COORDINATE AND AMPLIFY PUBLIC HEALTH MESSAGING ON COVID-19 AND INCREASE AMERICANS' CONFIDENCE IN GUIDANCE FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND STATE AND LOCAL PUBLIC HEALTH OFFICIALS.Description3Txt
Expenses3$148,614Expenses3Amt
Description4NATIONAL CONSORTIUM FOR PUBLIC HEALTH WORKFORCE DEVELOPMENT: WORK TO BUILD THE NATIONAL CONSORTIUM FOR PUBLIC HEALTH WORKFORCE DEVELOPMENT. ACTIVITIES INCLUDED CREATING A GOVERNANCE STRUCTURE, REFINING THE PARAMETERS OF THE CONSORTIUM WORK, DEVELOPING A COMMON AGENDA, INITIATING ACTION AMONG RELEVANT STAKEHOLDERS, AND COACHING CONSORTIUM MEMBERS AS THEY SUSTAIN THE COALITION BUILDING WORK.Description4Txt
Expenses4$129,680Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$82,271,247AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,346,195AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$67,520,099FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$157,137,541TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$157,137,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,357,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$154,780,478NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,739,024MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,739,024MinimumInvestmentReturnAmt
Tax Based On Investment Income$89,677TaxBasedOnInvestmentIncomeAmt
Total Tax$89,677TotalTaxAmt
Distributable Before Adj$7,649,347DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,649,347DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,649,347DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,663,064ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,663,064QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,663,064AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,649,347DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$3,298,531ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,298,531TotalExcessDistributionCyovAmt
Qualifying Distributions$10,663,064QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$1,565,151TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,649,347AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,448,566RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,312,248TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$1,733,380CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,578,868ExcessDistriCyovToNextYrAmt
Excess From Year1$1,565,151ExcessFromYear1Amt
Excess From Current Year$3,013,717ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVOCATES FOR HEALTHY CITIZENS
200 E SECOND AVEGASTONIANC28052PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC
495A HENRY ST SUITE 1040BROOKLYNNY11231PCGENERAL OPERATING SUPPORT$12,500
AMERICAN PUBLIC HEALTH ASSOCIATION
800 I STREET NWWASHINGTONDC20001PCTO SUPPORT THE POLICY ACTION INSTITUTE 2020$40,000
AMERICAN PUBLIC HEALTH ASSOCIATION
800 I STREET NWWASHINGTONDC20001PCTO SUPPORT HEALING THROUGH POLICY: AN ANTIRACISM PROJECT$350,000
AMERICAN PUBLIC HEALTH ASSOCIATION
800 I STREET NWWASHINGTONDC20001PCTO PROVIDE A SUBVENTION FOR A BOOK ON CANNABIS POLICY$11,000
ASPEN INSTITUTE
ONE DUPONT CIRCLE NW SUITE 700WASHINGTONDC20036PCGRANT REFUND-$58,000
ASSOCIATION OF PUBLIC HEALTH LABORATORIES
8515 GEORGIA AVE SUITE 700SILVER SPRINGMD20910PCGENERAL OPERATING SUPPORT IN RESPONSE TO COVID-19$100,000
ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH
1900 M ST NW STE 710WASHINGTONDC20036PCGRANT REFUND-$46,151
ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
2231 CRYSTAL DRIVE SUITE 450ARLINGTONVA22202PCTO SUPPORT A PARTNERSHIP BETWEEN BIG CITIES HEALTH COALITION AND ASTHO TO CREATE A MASK PUBLIC SERVICE ANNOUNCEMENT$50,000
ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
2231 CRYSTAL DRIVE SUITE 450ARLINGTONVA22202PCTO PROVIDE SUPPORT FOR PUBLIC HEALTH WORKFORCE DEVELOPMENT$70,000
ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
2231 CRYSTAL DRIVE SUITE 450ARLINGTONVA22202PCGENERAL OPERATING SUPPORT FOR COVID-19 RESPONSE$50,000
BAYOU DISTRICT FOUNDATION
320 JULIA STNEW ORLEANSLA701303604PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
BELMONT ABBEY COLLEGE
100 BELMONT MT HOLLY RDBELMONTNC28012PCGENERAL OPERATING SUPPORT$2,000
CABIN CREEK HEALTH SYSTEMS
104 ALEX LANECHARLESTONWV25304PCGENERAL OPERATING SUPPORT$5,000
CATHOLIC GUARDIAN SERVICES
1011 FIRST AVE 10TH FLNEW YORKNY10022PCGENERAL OPERATING SUPPORT$10,000
CHANGELAB SOLUTIONS
2201 BROADWAY SUITE 502OAKLANDCA94612PCTO PROVIDE TECHNICAL ASSISTANCE TO BUILD 3.0$399,000
CHILDREN'S LAW CENTER
501 3RD STREET NW SUITE 800WASHINGTONDC20001PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
CHILDREN'S LAW CENTER
501 3RD STREET NW SUITE 800WASHINGTONDC20001PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY
241 EARL GARRETT STREETKERRVILLETX78028PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$4,000
COOK COUNTY HEALTH FOUNDATION
PO BOX 6592EVANSTONIL60204PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$500
COUNCIL ON FOUNDATIONS INC
1255 23RD STREET NW SUITE 200WASHINGTONDC20037PCMEMBERSHIP RENEWAL 2020/2021$6,000
CROSSROADS COMMUNITY SERVICES
4500 S COCKRELL HILL ROADDALLASTX75236PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA022155450PCGENERAL OPERATING SUPPORT$20,000
DELTA HEALTH ALLIANCE
435 STONEVILLE ROAD BOX 277STONEVILLEMS38776PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
DREXEL UNIVERSITY
3141 CHESTNUT STREETPHILADELPHIAPA19104PCTO SUPPORT A PARTNERSHIP BETWEEN BIG CITIES HEALTH COALITION AND DREXEL UNIVERSITY ON THE URBAN HEALTH COLLABORATIVE$125,000
DREXEL UNIVERSITY
3141 CHESTNUT STREETPHILADELPHIAPA19104PCTO SUPPORT MANAGEMENT OF A DATA PLATFORM FOR THE BIG CITIES HEALTH COALITION$145,000
EQUAL MEASURE
520 WALNUT ST SUITE 1450PHILADELPHIAPA19106PCTO SUPPORT AN EVALUATION OF BUILD 3.0$300,000
EVERGREEN HABITAT FOR HUMANITY
PO BOX 871570VANCOUVERWA98687PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
EVERGREEN HABITAT FOR HUMANITY
PO BOX 871570VANCOUVERWA98687PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$16,600
FRIENDS OF BOSTON HOMELESS INC
12 WISE STBOSTONMA02130PCGENERAL OPERATING SUPPORT$15,000
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036PCMEMBERSHIP RENEWAL 2020/2021$11,5001100
GREENSBORO HOUSING COALITION
1031 SUMMIT AVENUE SUITE 1E-2GREENSBORONC27405PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
HEARTLAND FAMILY SERVICE
2101 S 42ND STREETOMAHANE681062909PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
ILLINOIS PUBLIC HEALTH INSTITUTE
310 S PEORIA ST SUITE 404CHICAGOIL60607PCSPONSORSHIP OF 2020 ALL IN NATIONAL MEETING$23,000
JACKSON MEDICAL MALL FOUNDATION
350 W WOODROW WILSON AVE SUITE 101JACKSONMS39213PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$3,000
LIVEWELL GREENVILLE
225 S PLEASANTBURG DRIVE SUITE A7GREENVILLESC29607PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 E 31ST STREET SUITE 1000TULSAOK74135PCGENERAL OPERATING SUPPORT$5,000
MERCY HEALTH CLINIC INC
7 METROPOLITAN COURT SUITE 1GAITHERSBURGMD20878PCGENERAL OPERATING SUPPORT$1,500
MICHIGAN PUBLIC HEALTH INSTITUTE
2436 WOODLAKE CIR STE 300OKEMOSMI48864PCGRANT REFUND-$23,529
MICHIGAN PUBLIC HEALTH INSTITUTE
2436 WOODLAKE CIR STE 300OKEMOSMI48864PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$23,529
NATIONAL ACADEMY OF SCIENCES
500 FIFTH ST NW KECK 1057WASHINGTONDC20001PCTO CREATE A PUBLICATION ON PRINCIPLES AND PRACTICES OF COMMUNITY HEALTH ASSESSMENT$5,000
NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES
1100 POYDRAS STREET SUITE 950NEW ORLEANSLA70163PCTO SUPPORT STRATEGIC CAPACITY BUILDING OF THE PUBLIC HEALTH WORKFORCE$75,000
NEO PHILANTHROPY
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCTO SUPPORT PHASES TWO AND THREE OF THE CITYHEALTH INTIATIVE$200,000
NEW BRUNSWICK TOMORROW
390 GEORGE STREET 2ND FLOORNEW BRUNSWICKNJ08901PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
NEW BRUNSWICK TOMORROW
390 GEORGE STREET 2ND FLOORNEW BRUNSWICKNJ08901PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$900
PARKSIDE BUSINESS AND COMMUNITY IN PARTNERSHIP
1487 KENWOOD AVENUECAMDENNJ08103PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC
1055 COMMONWEALTH AVENUE RM 1150BOSTONMA02215PCGENERAL OPERATING SUPPORT$2,500
POWHERFUL FOUNDATION
134 W 26TH STREET RM 1150NEW YORKNY10001PCGENERAL OPERATING SUPPORT$20,000
PREVENTION INSTITUTE
221 OAK STREETOAKLANDCA94608PCTO SUPPORT THE WORK OF THE BIG CITIES HEALTH COALITION$53,499
PUBLIC GOOD PROJECTS
2308 MOUNT VERNON AVE SUITE 758ALEXANDRIAVA22301PCTO SUPPORT HELPING PUBLIC HEALTH LEADERS COMMUNICATE EFFECTIVELY AND CONSISTENTLY DURING COVID 19.$50,000
PUBLIC HEALTH ACCREDITATION BOARD
1600 DUKE ST SUITE 200ALEXANDRIAVA22314PCTO SUPPORT THE 10 ESSENTIAL PUBLIC HEALTH SERVICES FUTURES INITIATIVE$7,500
PUBLIC HEALTH ACCREDITATION BOARD
1600 DUKE ST SUITE 200ALEXANDRIAVA22314PCTO SUPPORT UNDERSTANDING PUBLIC HEALTH STAFFING RATIOS: HOW MANY FTES SHOULD BE IN THE WORKFORCE?$200,000
REBUILDING TOGETHER PHILADELPHIA
4355 ORCHARD ST SUITE 2RPHILADELPHIAPA19124PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$3,000
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY107085931PCGENERAL OPERATING SUPPORT$7,500
SEA EDUCATION ASSOCIATION INC
171 WOODS HOLE ROADFALMOUTHMA02540PCGENERAL OPERATING SUPPORT$25,000
SHERIFF'S MEADOW FOUNDATION
PO BOX 1088 SUITE 403VINEYARD HAVENMA02568PCGENERAL OPERATING SUPPORT$25,000
SOVEREIGN MILITARY ORDER OF MALTA FEDERAL ASSOCIATION USA
1730 M ST NW SUITE 403WASHINGTONDC200364566PCGENERAL OPERATING SUPPORT$1,000
TEXAS ASSOCIATION OF CITY AND COUNTY HEALTH OFFICIALS
1700 3RD STWICHITA FALLSTX76301PCTO SUPPORT THE TACCHO 2020 PREMIER PUBLIC HEALTH CONFERENCE - WORKFORCE DEVELOPMENT IN PUBLIC HEALTH$2,500
THE CATHOLIC DISTANCE UNIVERSITY
300 SOUTH GEORGE STREETCHARLES TOWNWV25414PCGENERAL OPERATING SUPPORT$2,000
THE COMMUNITY BUILDERS
185 DARTMOUTH STREETBOSTONMA02116PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$3,000
THE NEW YORK ACADEMY OF MEDICINE
1216 5TH AVENEW YORKNY10029PCTO SUPPORT A RESEARCH PROJECT AROUND GUIDANCE FOR COVID-19 VACCINE ACCESS$50,000
TIDES CENTER
PO BOX 399385SAN FRANCISCOCA941399385PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
TRENTON HEALTH TEAM
ONE WEST STATE STREET FOURTH FLOORTRENTONNJ08608PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$3,000
TRUCKEE MEADOWS HEALTHY COMMUNITIES
470 E PLUMB LN SUITE 310RENONV89502PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
TRUCKEE MEADOWS HEALTHY COMMUNITIES
470 E PLUMB LN SUITE 310RENONV89502PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
TRUST FOR AMERICA'S HEALTH
1730 M STREET NW SUITE 900WASHINGTONDC20036PCGENERAL OPERATING SUPPORT FOR COVID-19 RESPONSE$90,000
TRUSTEES OF BOSTON UNIVERSITY
595 COMMONWEALTH AVENUE SUITE 700BOSTONMA02215PCTO CONDUCT A STUDY ON THE BURDEN OF MENTAL HEALTH DURING COVID-19$50,000WEST ENTRANCE
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 W VINE STMILWAUKEEWI53212PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
225 W VINE STMILWAUKEEWI53212PCBUILD 3.0 RAPID RESPONSE GRANTS FOR COVID-19$4,000
UNIVERSITY OF WASHINGTON
301 GERBERDING HALL BOX 351230SEATTLEWA98195PCTO SUPPORT A FIELD CLINICS PARTNERSHIP WITH THE SCHOOL OF PUBLIC HEALTH$50,000
VIRGINIA HEALTH CARE FOUNDATION
707 E MAIN ST SUITE 1350RICHMONDVA23219PCGENERAL OPERATING SUPPORT$1,000
WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS
1400 16TH ST NW STE 740WASHINGTONDC200362217PCMEMBERSHIP RENEWAL 2020$4,700
YALE UNIVERSITY
SCHOOL OF PUBLIC HEALTH PO BOX 7611NEW HAVENCT065190611PCGENERAL OPERATING SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,065,548TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVOCATES FOR HEALTHY CITIZENS
200 E SECOND AVEGASTONIANC28052PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
ALIEF SUPERNEIGHBORHOOD COUNCIL 25
11542 SANDS POINT DRHOUSTONTX77072PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$65,000
ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
800 I STREET NWWASHINGTONDC20001PCTO PROVIDE SUPPORT FOR PUBLIC HEALTH WORKFORCE DEVELOPMENT$350,000
BAYOU DISTRICT FOUNDATION
320 JULIA STNEW ORLEANSLA70130PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
CHANGELAB SOLUTIONS
2201 BROADWAY SUITE 502OAKLANDCA94612PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$200,000
COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY
241 EARL GARRETT STREETKERRVILLETX78028PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
CROSSROADS COMMUNITY SERVICES
4500 S COCKRELL HILL ROADDALLASTX75236PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
DELTA HEALTH ALLIANCE
435 STONEVILLE ROAD BOX 277STONEVILLEMS38776PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$72,637
EAST BAY ASIAN LOCAL DEVELOPMENT CORPORATION
1825 SAN PABLO AVENUE SUITE 200OAKLANDCA94612PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
EQUAL MEASURE
520 WALNUT ST SUITE 1450PHILADELPHIAPA19106PCTO SUPPORT AN EVALUATION OF BUILD 3.0$252,330
GREENSBORO HOUSING COALITION
1031 SUMMIT AVENUE SUITE 1E-2GREENSBORONC27405PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
LIVEWELL GREENVILLE
225 S PLEASANTBURG DRIVE SUITE A7GREENVILLESC29607PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES
1100 POYDRAS STREET SUITE 950NEW ORLEANSLA70163PCTO PROVIDE EDUCATION AND TRAINING SUPPORT TO THE PUBLIC HEALTH WORKFORCE$125,000
NEW BRUNSWICK TOMORROW
390 GEORGE STREET 2ND FLOORNEW BRUNSWICKNJ08901PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
PARKSIDE BUSINESS AND COMMUNITY IN PARTNERSHIP
1487 KENWOOD AVENUECAMDENNJ08103PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
PEE DEE COMMUNITY ACTION PARTNERSHIP
2685 S IRBY STFLORENCESC29505PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$100,000
TIDES CENTER
PO BOX 399385SAN FRANCISCOCA94139PCTO SUPPORT IMPLEMENTATION OF THE BUILD HEALTH CHALLENGE 3.0$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,114,967TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,586,812ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,453,960ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,040,823ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,040,823TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (10 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THE ROBERT WOOD JOHNSON FOUNDATION
1ROUTE 1 COLLEGE ROAD EASTPRINCETONNJ08543$468,380Yes (X)
W K KELLOGG FOUNDATION
21 MICHIGAN AVENUEEAST BATTLE CREEKMI04901$500,000Yes (X)
BLUE SHIELD OF NORTH CAROLINA FOUNDATION
3PO BOX 2291DURHAMNC27702$200,000Yes (X)
BLUE SHIELD OF CALIFORNIA FOUNDATION
4315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA94104$500,000Yes (X)
NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS
51201 I STREET NW SUITE 400WASHINGTONDC20005$240,000Yes (X)
CDC FOUNDATION
6600 PEACHTREE ST NE 1000ATLANTAGA30308$100,000Yes (X)
WELL BEING TRUST
7436 14TH STREET SUITE 1120OAKLANDCA94612$15,000Yes (X)
METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC
84507 MEDICAL DRIVESAN ANTONIOTX78229$115,000Yes (X)
EPISCOPAL HEALTH FOUNDATION
9500 FANNIN STREET SUITE 300HOUSTONTX77002$50,000Yes (X)
LINCOLN INSTITUTE
10740 15TH STREET NW SUITE 900WASHINGTONDC20005$7,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$30,580Amt
Net Investment Income$15,290NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,290DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2) DE BEAUMONT FOUNDATION, INC. HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. THIS ELECTION IS BEING MADE FOR THE BENEFIT OF ITS FOUNDATION CONTRIBUTORS IN ORDER FOR THEM TO OBTAIN QUALIFYING DISTRIBUTION TREATMENT FOR THEIR CONTRIBUTIONS.ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetROYALTYAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$5,368TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (37 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACCOLADE PARTNERS VII-A LPAT COST$2,620,500$2,876,581
ADAMAS PARTNERS, LPAT COST$164,214$624,551
AETHER REAL ASSETS FD III-CCAAT COST$1,639,453$1,487,905
AMERICAN SECURITIES PARTNER VII LPAT COST$3,898,006$3,061,599
AMERICAN SECURITIES PARTNER VIII LPAT COST$1,118,827$742,725
ANCHORAGE CAPITAL PARTNERS OFFSHOREAT COST$4,000,000$4,576,888
AUDAX PRIVATE EQUITY FUND VI-A LPAT COST$441,417$631,006
DAVIDSON KEMPNER INST PTNRS - CLIENTAT COST$5,000,000$7,749,330
EQT INFRA IV (NO. 2) USD SCSP.AT COST$1,763,561$1,818,751
ETON PARK OVERSEES FUND, LTD.AT COST$2,896$5,456
FIDELITY INTERMEDIATE TREASURY BONDAT COST$7,353,176$8,156,168
FPA CRESCENT PORTFOLIO CI IAT COST$6,657,539$8,141,161
GENERATION LM ASIA FUND LPAT COST$2,000,000$2,032,938
GENERATION LM GLOBAL EQUITY FUND LLCAT COST$4,000,000$4,083,776
HIGHFIELDS CAPITAL LTD-CCAAT COST$142,836$123,232
IFP GLOBAL EQUITY LPAT COST$5,000,000$7,017,585
LEGACY VENTURE IX, LLCAT COST$1,025,000$1,001,492
LEGACY VENTURE VII, LLCAT COST$1,851,688$4,649,702
LEGACY VENTURE VIII, LLCAT COST$2,013,056$2,630,007
LEGACY VENTURE X, LLCAT COST$75,000$75,000
NEWBURY EQ PARTNERS III-CCAAT COST$237,234$1,354,214
POLUNIN DEV COUNTRIES FUND USAT COST$7,581,868$11,251,734
RENAISSANCE INSTITUTIONAL EQUITIESAT COST$5,000,000$4,664,180
SANDERSON INTERNATIONAL VALUE FUNDAT COST$7,290,396$7,384,835
SUMMIT PARTNERS GROWTH EQUITY IX-AAT COST$3,811,085$5,964,927
SUMMIT PARTNERS GROWTH EQUITY X-AAT COST$1,150,499$1,150,499
TA XIII-B LPAT COST$1,650,000$1,731,894
VANGUARD EMERGING MKTS STOCK IDX ADMAT COST$4,284,343$5,037,381
VANGUARD FTSE ALL WORLD INSTLAT COST$29,169,423$37,159,258
VANGUARD SMALL CAP INDEX FUND ETFAT COST$4,303,815$5,512,364
VANGUARD TTL STK MKT IND #855AT COST$11,804,658$27,838,715
VARDE FUND XIII (B) (FEEDER) LPAT COST$1,251,336$1,417,097
VARDE INVESTMENT PARTNERS OFFSHOREAT COST$4,000,000$5,285,471
WELLINGTON US RESEARCH EQ EXTENDAT COST$7,000,000$9,526,720
WHEELOCK STREET REAL ESTATE FD V LPAT COST$1,630,435$1,726,203
WHEELOCK STREET REAL ESTATE FD VI LPAT COST$47,118$2,355
WHI REAL ESTATE PARTNERS IV-TE LPAT COST$1,449,069$1,980,446

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$13,889LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,889DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITSDesc
BOY Book Value$13,156BOYBookValueAmt
EOY Book Value$13,156EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
D&O INSURANCE$4,546$0$4,546
CORPORATE FILING FEES$2,047$0$2,047
DIRECT CHARITABLE ACTIVITIES$156,873$0$156,873
DUES AND SUBSCRIPTIONS$37,636$0$37,636
EDUCATION & PROFESSIONAL DEVELOPMENT$84,944$2,548$82,396
INFORMATION TECHNOLOGY$101,126$0$101,126
ACCOUNTING SERVICES$40,744$12,223$28,521
MISCELLANEOUS$5,090$0$5,090
OFFICE EXPENSES$93,909$0$93,909

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$1,811,330$0$1,811,330
INVESTMENT MANAGEMENT FEES$391,311$391,311$0
PAYROLL SERVICE FEES$24,990$0$24,990

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$90,549Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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