DE BEAUMONT FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DE BEAUMONT FOUNDATION INC (EIN 04-3467074)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349100109
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T07:48:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043467074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE BEAUMONT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBE | BusinessNameControlTxt |
| Phone | 3019615800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE NO 1310E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARIEL MOYER | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 3019615800 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 5712279500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 11:36:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3F26782FE4A8D097B8E6D44DA42E2066FBD559CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22B6DA6E04110CB685C107BE4314F90C78D51411 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $172,208,835 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,326,754 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $92 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,021,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,021,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,740,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,717,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,740,348 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,088,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,761,820 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $932,362 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,624 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $913,738 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $972,490 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $83,217 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $889,273 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $233,873 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $233,873 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,415 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,415 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,554 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,554 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $898,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $303,074 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $595,001 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $96,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $51,286 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $181,831 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $181,831 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $289,912 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13,909 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $276,004 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $88,200 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $88,200 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $887,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $868,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,705,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $437,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,120,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,224,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,224,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,930,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $437,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,344,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $158,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,323,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,649,548 | CashBOYAmt |
| Cash EOY | $4,621,989 | CashEOYAmt |
| Cash EOYFMV | $4,621,989 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,058,016 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,506,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,506,588 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $135,041,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,772,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $153,914,037 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $320,515 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,450 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $146,668 | LandBOYAmt |
| Land EOY | $153,065 | LandEOYAmt |
| Land EOYFMV | $153,065 | LandEOYFMVAmt |
| Other Assets BOY | $13,156 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,156 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,156 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $155,909,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,067,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,208,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $155,888,843 | UnrestrictedBOYAmt |
| Unrestricted EOY | $155,837,837 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $20,233 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $229,396 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,909,076 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $156,067,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,909,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,067,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,909,076 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $158,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $156,067,233 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $156,067,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $82,717,924 | GrossSalesPriceAmt |
| Cost Or Other Basis | $75,977,576 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,740,348 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,740,348 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,740,348 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,285,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $181,969,486 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,833,876 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $168,109,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058497 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,998,211 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $178,494,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061616 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,714,359 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $186,159,866 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041439 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,969,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $141,789,561 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035046 | DistributionYr5Rt |
| Total Distribution | 0.264113 | TotalDistributionRt |
| Average Distribution | 0.052823 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $186,744,389 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,864,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $93,239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,957,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,344,993 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $93,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,924 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,924 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $41,315 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DEBEAUMONT.ORG | WebsiteAddressTxt |
| Individual With Books | ARIEL MOYER | IndividualWithBooksNm |
| Phone | 3019614948 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1310E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES B SPRAGUE MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CHAIRMAN | 10.00 | $125,000 | $1,656 | $0 |
| MURRAY BRENNAN MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VICE CHAIRMAN | 1.00 | $12,500 | $0 | $0 |
| LEROY PARKER MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ARIEL MOYER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CHIEF OPERATING OFFICER | 40.00 | $237,506 | $11,856 | $0 |
| BRIAN C CASTRUCCI | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CHIEF PROGRAM & STRATEGY OFFICER/ CEO | 40.00 | $265,174 | $22,430 | $0 |
| EDWARD L HUNTER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CHIEF EXECUTIVE OFFICER | 40.00 | $176,310 | $9,930 | $0 |
| BRIEN O'BRIEN | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARA HUTCHINS | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| CAROL MASSONI | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| GREGORY WAGNER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $20,000 | $0 | $0 |
| JOHN AUERBACH | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN STEVENS | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD BURNES | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY YU | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | BUILD EXECUTIVE DIRE | 40.00 | $135,135 | $67,920 | $0 |
| CATHERINE SELLERS | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VICE PRESIDENT, IMPA | 40.00 | $130,550 | $3,818 | $0 |
| MARK MILLER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VICE PRESIDENT, COMM | 40.00 | $128,307 | $3,165 | $0 |
| CATHERINE PATTERSON | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | MANAGING DIRECTOR, U | 40.00 | $83,517 | $20,310 | $0 |
| ADAM JUDGE | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | SENIOR LEARNING OFFI | 40.00 | $92,722 | $8,646 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| DBA SPARK POLICY INSTITUTE | ||||||
| 2717 WELTON STREET | DENVER | CO | 80205 | EVALUATION | $234,268 | |
| PRIME BUCHHOLZ & ASSOCIATES INC | ||||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT ADVISOR | $220,665 | |
| DAVIDOFF MISSION-DRIVE BUSINESS STRATEGY | ||||||
| 125 S CLARK STREET 17TH FLOOR | CHICAGO | IL | 60603 | PROGRAM CONSULTING | $200,386 | |
| MCCABE MESSAGE PARTBERS | ||||||
| 1825 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | COMMUNICATIONS CONSULTING | $188,790 | 300 |
| RMW CONSULTING | ||||||
| 3812 FOREST GROVE DRIVE | ANNANDALE | VA | 22003 | EVALUATION | $85,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BUILD HEALTH CHALLENGE RESEARCH PROGRAM: DESIGN AND IMPLEMENT A COMPREHENSIVE QUALITATIVE AND QUANTITATE RESEARCH AND EVALUATION PLAN TO SUPPORT THE BUILD HEALTH CHALLENGE PROJECT. FINDINGS INFLUENCE TECHNICAL ASSISTANCE PROVIDED TO BUILD SITES AND ENABLE GRANTEES TO FORM BETTER, MORE-EFFECTIVE CROSS-SECTOR PARTNERSHIPS. | Description1Txt |
| Expenses1 | $234,268 | Expenses1Amt |
| Description2 | BUILD HEALTH CHALLENGE COMMUNICATIONS PROGRAM: DESIGN AND IMPLEMENT A COMPREHESIVE COMMUNICATIONS STRATEGY TO SUPPORT THE BUILD HEALTH CHALLENGE PROJECT. WORK SUPPORTS BUILD SITES AND ENABLES GRANTEES TO PROMOTE THEIR PROGRAMS. | Description2Txt |
| Expenses2 | $188,790 | Expenses2Amt |
| Description3 | BUSINESS & PUBLIC HEALTH SUMMIT: THE GOAL OF THE SUMMIT WAS TO HELP IDENTIFY POSSIBLE PATHS FOR FUTURE FUNDING TO BRIDGE THE WORK OF PUBLIC HEALTH AND THE BUSINESS SECTOR. SPECIFICALLY, THE MEETING BROUGHT TOGETHER LEADERS FROM THE PUBLIC HEALTH AND BUSINESS SECTORS TO BETTER UNDERSTAND THE NEED, FACILITATORS, AND BARRIERS TO DEVELOPING AN IMPACTFUL PARTNERSHIP. | Description3Txt |
| Expenses3 | $200,386 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $166,191,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,396,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,588,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,588,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,843,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,744,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,337,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,337,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,239 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,150 | IncomeTaxAmt |
| Total Tax | $96,389 | TotalTaxAmt |
| Distributable Before Adj | $9,240,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,240,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,240,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,344,993 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,344,993 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $93,239 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,251,754 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,240,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,514,855 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,514,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,344,993 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,811,899 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,240,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,292,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,619,018 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $3,326,754 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,292,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,292,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC | ||||||||
| 495A HENRY ST 1040 | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| AMERICAN ACADEMY OF PEDIATRICS INC | ||||||||
| 345 PARK BLVD | ITASCA | IL | 60143 | NONE | PC | TO SUPPORT A GUN INJURY PREVENTION SUMMIT | $219,408 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION INC | ||||||||
| 800 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT THE POLICY ACTION INSTITUTE | $70,000 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION INC | ||||||||
| 800 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT THE 2018 ANNUAL MEETING | $40,000 | |
| ASSOCIATION OF PUBLIC HEALTH LABORATORIES | ||||||||
| 8515 GEORGIA AVE SUITE 700 | SEATTLE | MD | 20910 | NONE | PC | TO SUPPORT A PILOT TO IMPLEMENT ELECTRONIC PUBLIC HEALTH CASE REPORTING | $304,954 | |
| ASSOCIATION OF PUBLIC HEALTH LABORATORIES | ||||||||
| 8515 GEORGIA AVE SUITE 700 | SILVER SPRING | MD | 20910 | NONE | PC | GRANT REFUND | -$43,897 | |
| ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH INC | ||||||||
| 1900 M STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | GRANT REFUND | -$4,000 | |
| ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH INC | ||||||||
| 1900 M STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPY FELLOW | $210,847 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT THE SENIOR DEPOTIES LEADERSHIP PROGRAM | $150,000 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT PH WINS | $95,000 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT THE ASTHO ANNUAL MEETING | $12,500 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT THE ASTHO SENIOR DEPUTIES LEADERSHIP PROGRAM | $150,000 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | GRANT REFUND | -$19,556 | |
| AVENUE CDC | ||||||||
| 2505 WASHINGTON AVENUE SUITE 400 | HOUSTON | TX | 77007 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| CABIN CREEK HEALTH CENTER INC | ||||||||
| PO BOX 70104 ALEX LN | CHARLESTON | WV | 25304 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CENTER FOR HEALTH POLICY DEVELOPMENT | ||||||||
| 2 MONUMENT SQUARE SUITE 910 | PORTLAND | ME | 04101 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION AROUND PUBLIC HEALTH POLICIES AT THE STATE-LEVEL | $218,852 | |
| CHILDREN'S LAW CENTER INC | ||||||||
| 501 3RD STREET NW SUITE 800 | WASHINGTON | DC | 20001 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| CHILDREN'S LAW CENTER INC | ||||||||
| 501 3RD STREET NW SUITE 800 | WASHINGTON | DC | 20001 | PC | BUILD OPPORTUNITY FUND RECIPIENT | $25,000 | ||
| COLORADO NONPROFIT DEVELOPMENT CENTER | ||||||||
| 789 SHERMAN STREET SUITE 250 | DENVER | CO | 80203 | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | ||
| COMMUNITY HEALTH PARTNERSHIP | ||||||||
| PO BOX 249 | COLORADO SPRINGS | CO | 80901 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS | ||||||||
| 2635 CENTURY PARKWAY NE SUITE 700 | ATLANTA | GA | 30345 | PC | TO SUPPORT THE DIGITAL BRIDGE COLLABORATIVE, WHICH AIMS TO IMPROVE ACCESS TO AND THE EXCHANGE OF HEALTHCARE DATA BETWEEN KEY STAKEHOLDERS | $190,000 | ||
| COUNCIL ON FOUNDATIONS INC | ||||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL OPERATING SUPPORT | $14,600 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 2914 MEDICAL CENTER | DURHAM | NC | 27710 | NONE | PC | BUILD HEALTH CHALLENGE TECHNICAL ASSISTANCE | $375,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 2914 MEDICAL CENTER | DURHAM | NC | 27710 | NONE | PC | PRACTICAL PLAYBOOK PHASE II | $175,000 | |
| EAST BAY AGENCY FOR CHILDREN | ||||||||
| 303 VAN BUREN AVE | OAKLAND | CA | 94610 | NONE | PC | TO SUPPORT THE MODEL POLICIES AND PRACTICES AWARD | $10,000 | |
| ENVIRONMENTAL HEALTH WATCH INC | ||||||||
| 5802 DETROIT AVE SUITE 1U | CLEVELAND | OH | 44102 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| ENVIRONMENTAL HEALTH WATCH INC | ||||||||
| 5802 DETROIT AVE SUITE 1U | CLEVELAND | OH | 44102 | NONE | PC | BUILD OPPORTUNITY FUND RECIPIENT | $35,000 | |
| FRIENDS OF BOSTON HOMELESS INC | ||||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GENERATE HEALTH STL | ||||||||
| 1300 HAMPTON AVENUE SUITE 111 | ST LOUIS | MO | 63139 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $1,920 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUTE AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $11,500 | 1200 |
| GREENSBORO HOUSING COALITION INC | ||||||||
| 1031 SUMMIT AVENUE SUITE 1E-2 | GREENSBORO | NC | 27405 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH ST ROOM 501 | BLOOMINGTON | IN | 47405 | NONE | PC | TO PROVIDE TOOLS, TRAINING AND OTHER SUPPORT FOR STATE PUBLIC HEALTH OFFICIALS | $48,500 | |
| JACKSON MEDICAL MALL FOUNDATION | ||||||||
| 350 W WOODROW WILSON AVE SUITE 101 | JACKSON | MS | 39213 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| JEWISH HEALTHCARE FOUNDATION OF PITTSBURGH | ||||||||
| 650 SMITHFIELD ST SUITE 2400 | PITTSBURGH | PA | 15222 | NONE | PC | TO SUPPORT WOMEN OF IMPACT IN HEALTHCARE, A PUBLIC HEALTH LEADERSHIP COHORT | $85,000 | |
| LEGAL AID CHICAGO | ||||||||
| 120 S LASHALLE STREET SUITE 900 | CHICAGO | IL | 60603 | NONE | PC | BUILD OPPORTUNITY FUND RECIPIENT | $50,000 | |
| LOUISIANA PUBLIC HEALTH INSTITUTE | ||||||||
| 1515 POYDRAS STREET SUITE 1200 | NEW ORLEANS | LA | 70112 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| LOUISIANA PUBLIC HEALTH INSTITUTE | ||||||||
| 1515 POYDRAS STREET SUITE 1200 | NEW ORLEANS | LA | 70112 | NONE | PC | BUILD OPPORTUNITY FUND RECIPIENT | $55,770 | |
| MICHIGAN PUBLIC HEALTH INSTITUTE | ||||||||
| 2436 WOODLAKE CIR SUITE 300 | OKEMOS | MI | 48864 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $187,500 | |
| NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS | ||||||||
| 1100 17TH STREET NW 7TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE NACCHO ANNUAL CONFERENCE | $5,000 | |
| NATIONAL FOUNDATION FOR THE CTRS FOR DISEASE CONTR AND PREVENTION INC | ||||||||
| 55 PARK PLACE SUITE 400 | ATLANTA | GA | 33136 | NONE | PC | GRAND REFUND | -$11,681 | |
| NATIONAL OPINION RESEARCH CENTER | ||||||||
| 55 E MONROE 20TH FLOOR | CHICAGO | IL | 60603 | NONE | PC | TO SUPPORT THE PH WINS PROGRAM | $10,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CITYHEALTH PROGRAM | $1,451,767 | |
| NEO PHILANTHROPY | ||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GRANT REFUND | -$191,083 | |
| NEO PHILANTHROPY | ||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE ANNUAL US CONFERENCE OF MAYORS | $98,958 | |
| NORTH JERSEY HEALTH COLLABORATIVE | ||||||||
| PO BOX 150 | GREEN VILLAGE | NJ | 07935 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $99,760 | |
| NORTHERN KENTUCKY REGIONAL ALLIANCE INC | ||||||||
| 50 E RIVERCENTER BOULEVARD SUITE | COVINGTON | KY | 41011 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $81,056 | 250 |
| OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA | ||||||||
| 2001 EVANS ROAD | CARY | NC | 27513 | NONE | PC | PRACTICAL PLAYBOOK TEXTBOOK 2 | $12,000 | |
| POLK COUNTY HOUSING TRUST FUND | ||||||||
| 505 5TH AVENUE SUITE 1000 | DES MOINES | IA | 50309 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $94,900 | |
| POLK COUNTY HOUSING TRUST FUND | ||||||||
| 505 5TH AVENUE SUITE 1000 | DES MOINES | IA | 50309 | NONE | PC | BUILD OPPORTUNITY FUND RECIPIENT | $23,300 | |
| PROJECT DESTINY INC | ||||||||
| 2200 CALIFORNIA AVENUE | PITTSBURGH | PA | 15212 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| REBUILDING TOGETHER PHILADELPHIA | ||||||||
| 4355 ORCHARD STREET SUITE 2R | PHILADELPHIA | PA | 19124 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE TO PUBLIC HEALTH AGENICES TO IMPROVE ACCESS TO HEALTH DATA USED TO IMPROVE PUBLIC HEALTH | $95,334 | |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10920 WILSHIRE BLVD SUITE 620 | LOS ANGELES | CA | 90024 | NONE | PC | TO CONDUCT RESEARCH AND PROVIDE TECHNICAL ASSISTANCE AND IMPLEMENTATION SUPPORT TO PUBLIC HEALTH DEPARTMENTS TO ENCOURAGE CROSS-SECTOR COLLABORATION | $248,367 | |
| RENAISSANCE WEST COMMUNITY INITIATIVE | ||||||||
| 3610 NOBLES AVENUE | CHARLOTTE | NC | 28208 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| SEA EDUCATION ASSOCIATION INC | ||||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SHERIFF'S MEADOW FOUNDATION | ||||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SISTER CARMEN COMMUNITY CENTER INC | ||||||||
| 655 ASPEN RIDGE DRIVE | LAFAYETTE | CO | 80026 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| TEXAS DEPARTMENT OF STATE HEALTH SERVICES | ||||||||
| 1100 WEST 49TH STREET | AUSTIN | TX | 78756 | NONE | PC | TO SUPPORT THE MODEL POLICIES AND PRACTICES AWARD | $10,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE PHRASES PROGRAM | $1,529,293 | |
| THE COMMUNITY BUILDERS INC | ||||||||
| 185 DARTMOUTH STREET 9TH FLOOR | BOSTON | MA | 02116 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| TRENTON HEALTH TEAM INC | ||||||||
| ONE WEST STATE STREET NO 4 FLOOR | TRENTON | NJ | 08608 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $100,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TULSAMENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | ||||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | PC | TO SUPPORT THE DISSEMINATION OF PRACTICE-BASED RESEARCH TO PUBLIC HEALTH PRACTITIONERS | $350,000 | |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | ||||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $6,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,224,869 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH INC | |||||||
| 1900 M STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE PUBLIC HEALTH PHILANTHROPY FELLOWSHIP | $225,438 |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | |||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT PH WINS | $45,176 |
| NEO PHILANTHROPY | |||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CITYHEALTH PROGRAM | $795,693 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | NONE | PC | TO SUPPORT THE BUILDING EXPERTISE IN ADMINISTRATION AND MANAGEMENT (BEAM) PROGRAM FOR PUBLIC HEALTH PRACTITIONERS | $349,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,415,798 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,021,380 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,740,348 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,761,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,761,820 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BLUE SHIELD OF NORTH CAROLINA FOUNDATION | ||||||
| 1 | PO BOX 2291 | DURHAM | NC | 27702 | $155,000 | Yes (X) |
| CAMPBELL SOUP FOUNDATION | ||||||
| 2 | 1 CAMPBELL PI | CAMDEN | NJ | 08103 | $54,500 | Yes (X) |
| INTERACT FOR HEALTH | ||||||
| 3 | 3805 EDWARDS ROAD SUITE 500 | CINCINNATI | OH | 45209 | $155,000 | Yes (X) |
| TELLIGEN COMMUNITY INITIATIVE | ||||||
| 4 | 1776 WEST LAKES PARKWAY | WEST DES MOINES | IA | 50266 | $65,000 | Yes (X) |
| THE KRESGE FOUNDATION | ||||||
| 5 | 3215 W BIG BEAVER ROAD | TROY | MI | 48084 | $600,000 | Yes (X) |
| THE ROBERT WOOD JOHNSON FOUNDATION | ||||||
| 6 | ROUTE 1 COLLEGE ROAD EAST | PRINCETON | NJ | 08543 | $2,109,754 | Yes (X) |
| W K KELLOGG FOUNDATION | ||||||
| 7 | 1 MICHIGAN AVENUE | EAST BATTLE CREEK | MI | 04901 | $187,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,554 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,554 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REG.53.4942(A)-3(D)(2), DE BEAUMONT 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 CORPUS. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAMAS PARTNERS, LP | AT COST | $4,000,000 | $4,131,024 |
| ADAMAS OPPORTUNITIES, L.P. | AT COST | $4,000,000 | $4,262,164 |
| AETHER REAL ASSETS FD III-CCA | AT COST | $1,509,814 | $1,836,129 |
| AMERICAN SECURITIES PARTNER VII LP | AT COST | $2,599,213 | $2,720,458 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE | AT COST | $4,000,000 | $4,446,261 |
| DAVIDSON KEMPNER INST PTNRS | AT COST | $5,000,000 | $7,113,900 |
| ETON PARK OVERSEES FUND, LTD. | AT COST | $14,752 | $24,487 |
| FIDELITY INTERMEDIATE TREASURY BOND | AT COST | $6,300,407 | $6,327,483 |
| FPA CRESCENT PORTFOLIO CI I | AT COST | $5,955,933 | $6,050,696 |
| HIGHFIELDS CAPITAL LTD-CCA | AT COST | $1,492,170 | $2,036,794 |
| IFP GLOBAL EQUITY LP | AT COST | $5,000,000 | $4,761,470 |
| LEGACY VENTURE VII, LLC | AT COST | $2,213,996 | $3,120,718 |
| LEGACY VENTURE VIII, LLC | AT COST | $1,200,000 | $1,239,056 |
| NEWBURY EQ PARTNERS III-CCA | AT COST | $1,495,355 | $3,076,046 |
| NYES LEDGE OFFSHORE FUND-CCA | AT COST | $2,000,000 | $2,283,588 |
| PARAMETRICS TAX MANAGED EMERG MKT INS | AT COST | $6,663,745 | $6,057,616 |
| SUMMIT PARTNERS GROWTH EQ FD IX | AT COST | $2,701,319 | $3,330,783 |
| VANGUARD EMERGING MARKETS STOCK | AT COST | $6,851,701 | $6,138,118 |
| VARDE INVESTMENT PARTNERS OFFSHORE | AT COST | $4,000,000 | $5,077,459 |
| WHEELOCK REAL ESTATE V | AT COST | $1,251,889 | $1,177,844 |
| VANGUARD FTSE ALL WORLD INSTL | AT COST | $33,801,476 | $33,813,001 |
| VANGUARD SMALL CAP INDEX FUND ETF | AT COST | $7,020,774 | $6,096,618 |
| VANGUARD STK MKT IND #855 | AT COST | $19,021,071 | $30,387,410 |
| LEGACY VENTURE IX, LLC | AT COST | $75,000 | $75,000 |
| VARDE FUND XIII (B) (FEEDER) LP | AT COST | $125,000 | $125,000 |
| WHI REAL ESTATE PARTNERS IV-TE LP | AT COST | $1,385,084 | $1,468,652 |
| CONVEXITY HOLDBACK | AT COST | $656,002 | $656,002 |
| SANDERSON INTERNATIONAL VALUE FUND | AT COST | $7,437,734 | $6,080,260 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,415 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,415 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $13,156 | BOYBookValueAmt |
| EOY Book Value | $13,156 | EOYBookValueAmt |
| EOYFMV | $13,156 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| D&O INSURANCE | $3,261 | $0 | $3,261 |
| DIRECT CHARITABLE ACTIVITIES | $615,383 | $0 | $615,383 |
| DUES AND SUBSCRIPTIONS | $34,570 | $0 | $34,570 |
| EDUCATION & PROFESSIONAL DEVELOPMENT | $89,779 | $0 | $89,779 |
| INFORMATION TECHNOLOGY | $13,905 | $0 | $13,905 |
| ACCOUNTING SERVICES | $31,832 | $19,099 | $12,733 |
| MISCELLANEOUS | $6,051 | $0 | $6,051 |
| OFFICE EXPENSES | $92,553 | $0 | $92,553 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $578,567 | $0 | $578,567 |
| INVESTMENT MANAGEMENT FEES | $303,074 | $303,074 | $0 |
| PAYROLL SERVICE FEES | $16,434 | $0 | $16,434 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $96,216 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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