2014-07-28T14:41:33-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990PF 2013-01-01 043467074 DE BEAUMONT FOUNDATION INC DEBE 3019615800 7501 WISCONSIN AVENUE NO 1310E BETHESDA MD 20814 JAMES B SPRAGUE MD CHAIRMAN / CEO 3019615800 2014-07-25 1 P00236052 5712279500 2013 2015-12-30 17:16:21Z X X 188546081 X 62000000 18 18 1974156 1974156 886815 60088539 886815 64860989 2860989 262463 0 183071 512025 0 362723 112590 0 76936 22110 0 0 44367 0 0 260282 230972 20029 47389 0 0 5372 0 70700 0 48312 91339 0 75380 118305 0 98440 1546942 230972 864891 4104245 4104245 5651187 230972 4969136 59209802 2630017 28579572 33606748 33606748 86893511 141070053 154901344 43199 20866 27704 22333 22333 4201 15656 15656 115504988 174714790 188546081 0 0 X 115504988 174714790 115504988 174714790 115504988 174714790 115504988 59209802 0 174714790 0 174714790 FIRST AMER GOVT OBLIG FUND 59041150 59041150 0 0 PIMCO TOTAL RETURN FUND 2013-05-01 1000000 972370 27630 27630 ABSOLUTE RETURN CAYMAN LTD 2013-04-30 24041 23860 181 181 MONDRIAN GLOBAL FIXED INCOME FD LP 23348 24883 -1535 -1535 RS GLOBAL CAP GAIN DISTRIBUTION 68997 68997 PIMCO TOTAL RETURN CAP GAIN DISTRIBUTION 30666 30666 FPA CRESCENT PORTFOLIO CAP GAIN DISTRIBUTION 420008 420008 TIFF MULTI-ASSET CAPITAL GAIN DIVIDEND 590590 590590 MONDRIAN GLOBAL FIXED INCOME LOSS -249722 -249722 886815 0 4755832 95415003 0.049844 2317779 13664596 0.169619 562723 12202345 0.046116 1829797 12647380 0.144678 642749 5982581 0.107437 0.517694 0.103539 141789561 14680749 26300 14707049 4969136 52600 0 52600 0 52600 52790 52790 X 190 0 0 0 0 0 0 0 1 0 0 0 1 1 DE MD 1 0 0 0 0 1 WWW.DEBEAUMONT.ORG ARIEL MOYER 3019614948 7501 WISCONSIN AVENUE SUITE 1310E BETHESDA MD 20814 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES B SPRAGUE MD 4851 INDIAN LANE NW WASHINGTON DC 20016 CHAIRMAN/CEO 40.00 224963 27655 0 CAROL HUFFMAN MASSONI 29 BROOK STREET EASTHOMPTON MA 01027 DIRECTOR 1.00 25000 0 0 MURRAY BRENNAN MD 220 SAW MILL RIVER ROAD YORKTOWN HEIGHTS NY 10598 VICE-CHAIRMAN 1.00 12500 0 0 LEROY M PARKER MD 20 LINCOLN RD WAYLAND MA 01778 SECRETARY/TREASURER 1.00 0 0 0 JOHN STEVENS 26 SIMON WILLARD RD CONCORD MA 01742 DIRECTOR 1.00 0 0 0 RICHARD BURNES 16 ACORN LANE BOSTON MA 02108 DIRECTOR 1.00 0 0 0 GREGORY M WAGNER MD 61 BROOK STREET BROOKLINE MA 02445 DIRECTOR 1.00 0 0 0 JOHN AUERBACH 360 HUNTINGTON AVENUE BOSTON MA 02115 DIRECTOR 1.00 0 0 0 BRIAN CASTRUCCI 640 BLOSSOM DRIVE ROCKVILLE MD 20850 CHIEF PROGRAM & STRA 40.00 146839 14861 0 ARIEL MOYER 2000 GATEWOOD PLACE SILVER SPRING MD 20903 CHIEF OPERATING OFFI 40.00 122463 11178 0 ADAM JUDGE 744 BEALL AVENUE ROCKVILLE MD 20850 SENIOR LEARNING OFFI 40.00 85580 11782 0 JONATHON LEIDER 1418 THORNDEN RD ROCKVILLE MD 20851 SENIOR RESEARCH & EV 40.00 78922 5571 0 MELISSA MONBOUQUETTE 2480 16TH STREET NW APT 839 WASHINGTON DC 20009 OPERATIONS & PROGRAM 40.00 55000 6974 0 0 PRIME BUCHHOLZ & ASSOCIATIATES INC 273 CORPORATE DRIVE PORTSMOUTH NH 03801 INVESTMENT ADVISORY SERVICES 162449 0 INTEGRATION CONVENING - CO-CONVENED MEETING IN CHICAGO WITH CDC AND NACCHO TO DISCUSS BENEFITS OF, AND STRATEGIES FOR, INTEGRATING PUBLIC HEALTH AND PRIMARY CARE. 25000 INFORMATICS CONVENING - CONVENED PUBLIC HEALTH INFORMATICS LEADERS FROM ACROSS THE COUNTRY TO DISCUSS THE IMPACT OF THE AFFORDABLE CARE ACT ON ELECTRONIC HEALTH RECORDS AND PUBLIC HEALTH IN GENERAL. 22460 MID-CAREER DEVELOPMENT - INITIAL START-UP WORK ON A PROGRAM TO IDENTIFY/PROVIDE PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO MID-CAREER PUBLIC HEALTH WORKERS. 3400 BIG CITIES HEALTH COALITION - MEETING OF THE BIG CITIES HEALTH COALITION TO DISCUSS UPCOMING NEEDS ASSESSMENT PROJECT. 1658 0 119240203 24708590 0 143948793 0 0 143948793 2159232 141789561 7089478 7089478 52600 52600 7036878 0 7036878 0 7036878 4969136 0 4969136 0 4969136 7036878 0 0 345070 1204474 467890 1642550 36433 3696417 4969136 0 0 0 4969136 0 2067742 2067742 1628675 0 0 0 0 0 0 0 1628675 1592242 36433 X AIDS ACTION COMMITTEE 75 AMORY STREET BOSTON MA 02119 501(C)(3) GENERAL SUPPORT 2000 ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS 2231 CRYSTAL DRIVE SUITE 450 ARLINGTON VA 22202 501(C)(3) SENIOR DEPUTIES; WORKFORCE TRAINING; PUBLIC HEALTH WORKFORCE INTEREST AND NEEDS SURVEY; MAXIMIZING PUBLIC HEALTH PARTNERSHIPS WITH MEDICAID TO IMPROVE POP HEALTH 846157 BLOOMBERG SCHOOL OF PUBLIC HEALTH 615 N WOLFE STREET BALTIMORE MD 21205 501(C)(3) NEW DATASET TO ASSESS THE COST-EFFECTIVENESS OF PUBLIC HEALTH 164370 COMMUNITY SERVICES CARE INC 70 MAIN STREET TAUNTON MA 02780 501(C)(3) GENERAL SUPPORT 5000 COUNCIL ON FOUNDATIONS 2121 CRYSTAL DRIVE SUITE 700 ARLINGTON VA 22202 501(C)(3) GENERAL SUPPORT 750 DANA FARBER CANCER INSTITUTE 44 BINNEY STREET BOSTON MA 02115 501(C)(3) GENERAL SUPPORT 5000 DUKE UNIVERSITY 512 S MANGUM STREET SUITE 400 DURHAM NC 27701 501(C)(3) PLAYBOOK TO INTEGRATE PRIMARY CARE AND PUBLIC HEALTH. 173382 EVERGREEN HEALTH CO-OP 9710 PATUXENT WOODS DR 200 COLUMBIA MD 21046 501(C)(3) GENERAL SUPPORT 75000 FRIENDS OF BOSTON HOMELESS INC 12 WISE STREET BOSTON MA 02130 501(C)(3) GENERAL SUPPORT 5000 FUND FOR PUBLIC HEALTH IN NY 291 BROADWAY 17TH FLOOR NEW YORK NY 10007 501(C)(3) LAB WORK FOR HANES PROJECT 38359 GEORGIA SOUTHERM UNIVERSITY PO BOX 8005 VEAZEY HALL STATESBORO GA 30460 501(C)(3) MEANINGFUL USE READINESS & USE OF HEALTH IT SYSTEM 75486 GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVENUE NW SUITE 1200 WASHINGTON DC 20036 501(C)(3) GENERAL SUPPORT 2500 HEALTH CARE FOR ALL 30 WINTER STREET 19TH FLOOR BOSTON MA 02108 501(C)(3) GENERAL SUPPORT 2000 HOUSTON DEPT OF HEALTH FOUNDATION 8000 NORTH STADIUM DR 8TH FL HOUSTON TX 77054 501(C)(3) GENERAL SUPPORT 5000 LOS ANGELES DEPT OF PUBLIC HEALTH 241 N FIGUEROA STREET SUITE 275 LOS ANGELES CA 90012 GOVERNMENT AGENCY EPI SCHOLARS 109708 MENTAL HEALTH ASSOCIATION IN TULSA 1870 SOUTH BOULDER AVENUE TULSA OK 74119 501(C)(3) GENERAL SUPPORT 15000 NATIONAL ASSOCIATION OF CITY AND COUNTY HEALTH OFFICERS 100 17TH STREET NW SUITE 200 WASHINGTON DC 20036 501(C)(3) BIG CITIES HEALTH COALITION, SURVIVE & THRIVE 360000 NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES 1300 CONNECTICUT AVENUE NW SUITE 510 WASHINGTON DC 20036 501(C)(3) GENERAL SUPPORT 1500 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 501(C)(3) GENERAL SUPPORT 2000 PUBLIC CITIZENS FOR CHILDREN & YOUTH 1709 BENJAMIN FRANKLIN PKWY 6TH FL PHILADELPHIA PA 19103 501(C)(3) GENERAL SUPPORT 5000 PUBLIC HEALTH - SEATTLE & KING COUNTY 401 5TH AVE SUITE 1300 SEATTLE WA 98104 GOVERNMENT AGENCY EPI SCHOLARS 187116 RESEARCH FOUNDATION OF CUNY 230 WEST 41ST ST 7TH FLOOR NEW YORK NY 10036 501(C)(3) CUNY HANES PROJECT 877949 RESOLVE INC 1255 23RD STREET NW SUITE 275 WASHINGTON DC 20037 501(C)(3) FOUNDATIONAL CAPABILITIES INTERVIEWS 90629 SEA EDUCATION ASSOCIATION PO BOX 6 WOODS HOLE MA 02543 501(C)(3) GENERAL SUPPORT 25000 TASK FORCE FOR GLOBAL HEALTH 325 SWANTON WAY DECATUR GA 30030 501(C)(3) INFORMATICS ACADEMY AND INFORMATICS CONVENING 689089 UNIVERSITY OF OTAGO IN AMERICA 800 TOWNSHIP LINE ROAD SUITE 250 YARDLEY PA 19067 501(C)(3) GENERAL SUPPORT 12500 US HEALTHIEST 2231 CRYSTAL DRIVE SUITE 450 ARLINGTON VA 22202 501(C)(3) HEALTHLEAD 325000 VICTORY PROGRAM INC 965 MASSACHUSETTS AVENUE BOSTON MA 02118 501(C)(3) GENERAL SUPPORT 2000 WASHINGTON GRANTMAKERS 1400 16TH STREET NW SUITE 740 WASHINGTON DC 20036 501(C)(3) GENERAL SUPPORT 1750 4104245 ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS 2231 CRYSTAL DRIVE SUITE 450 ARLINGTON VA 22202 501(C)(3) SENIOR DEPUTIES; MAXIMIZING PUB HEALTH PARTNERSHIPS WITH MEDICAID TO IMPROVE POP HEALTH GRANT 448513 BLOOMBERG SCHOOL OF PUBLIC HEALTH 615 N WOLFE STREET BALTIMORE MD 21205 501(C)(3) A NEW PUBLIC HEALTH FINANCE DATASET TO ASSESS THE COST-EFFECTIVENESS OF PUBLIC HEALTH 168651 DUKE UNIVERSITY 512 S MANGUM STREET SUITE 400 DURHAM NC 27701 501(C)(3) PRACTICAL PLAYBOOK 411834 FUND FOR PUBLIC HEALTH IN NY 291 BROADWAY 17TH FLOOR NEW YORK NY 10007 501(C)(3) LAB WORK FOR HANES SURVEY 388559 NATIONAL ASSOCIATION OF CITY AND COUNTY HEALTH OFFICERS 100 17TH STREET NW SUITE 200 WASHINGTON DC 20036 501(C)(3) BIG CITIES HEALTH COALITION 160000 RESEARCH FOUNDATION OF CUNY 230 WEST 41ST ST 7TH FLOOR NEW YORK NY 10036 501(C)(3) CUNY HANES 1245242 2822799 14 18 14 1974156 18 886815 0 2860989 0 2860989 0 0 0 0 0 0 0 0 0 0 X X 1 SULLIVAN AND WORCESTER ON BEHALF OF ONE POST OFFICE SQUARE BOSTON MA 02109 62000000 X TAX AND AUDIT FEES 22112 0 0 IN-HOUSE ACCOUNTING 22255 0 0 THE FOUNDATION ENGAGES IN DIRECT CHARITABLE ACTIVITIES INCLUDING CONVENINGS, TRAININGS, AND RESEARCH PROJECTS TO FURTHER ITS TAX-EXEMPT MISSION. SEE PART IX-A FOR SPECIFIC EXAMPLES OF THESE ACTIVITIES. TIFF MULTI ASSET FUND AT COST 6355472 6177345 VANGUARD MUTUAL EQUITY FUND AT COST 67490634 77522574 PIMCO TOTAL RETURN INST FUND AT COST 4805416 4626658 MONDRIAN FIXED INCOME FUND AT COST 5233050 4839193 ABSOLUTE RETURN CAYMAN AT COST 4976140 4479153 MASON CAP AT COST 5000000 5789098 CONVEXITY AT COST 5000000 4893896 FPA CRESCENT PORTFOLIO AT COST 5501855 6431672 DAVIDSON KEMPNER INSTITUTIONAL AT COST 5000000 5723868 HIGHFIELDS CAPITAL AT COST 6750000 8675256 RUTABAGA SMALL CAP AT COST 5000000 6045719 PARAMETRICS AT COST 7868473 7902832 SSGA REAL AT COST 4000000 3819843 RS GLOBAL AT COST 2068997 1954221 NYES LEDGE AT COST 2000000 2000000 ADAMAS AT COST 4000000 4000000 AETHER REAL AT COST 20016 20016 LEGAL 22110 0 0 DEPOSITS 4201 15656 15656 OFFICE SUPPLIES 6811 0 4654 COMPUTER SERVER WEB 13798 0 9429 PAYROLL SERVICE FEES 7740 0 5289 TELEPHONE 10186 0 6960 MISCELLANEOUS 1802 0 1606 POSTAGE & SHIPPING 1936 0 1323 DUES & SUBSCRIPTIONS 5972 0 4081 D&O INSURANCE 4143 0 2831 CORPORATE FILING FEES 275 0 188 GRAPHIC DESIGN 10029 0 6766 MOVING EXPENSE 3000 0 2700 DIRECT CHARITABLE ACTIVITIES, PART IX-A 52518 0 52518 REIMBURSEMENTS OF PRIOR YEAR GRANTS -952 0 -952 OTHER CHARITABLE DISTRIBUTIONS 1047 0 1047 INVESTMENT MANAGEMENT FEE 230972 230972 0 CONSULTING FEES 29310 0 20029 EXCISE TAX 47389 0 0