DE BEAUMONT FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DE BEAUMONT FOUNDATION INC (EIN 04-3467074)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201321299349100222
- Schema version
- 2012v2.1
- 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
- General Explanation Attachment
- 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) |
|---|---|---|
| Timestamp | 2013-05-09T08:45:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043467074 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE BEAUMONT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEBE | NameControl |
| Phone | 3019615800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5272 RIVER ROAD NO 530 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20816 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES B SPRAGUE MD | Name |
| Title | CHAIRMAN / CEO | Title |
| Phone | 3019615800 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00236052 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 116433394 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 103304000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 8810 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8810 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1501935 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1501935 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1159590 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15256535 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1159590 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 105974335 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2670335 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 268321 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 180324 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 306729 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 187544 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 72060 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 46231 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 17777 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 30098 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 175964 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 102775 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 73189 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 24277 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 3396 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 48700 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 31168 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 84488 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 60906 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 74513 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 52026 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1106323 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 102775 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 631388 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4124444 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4124444 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5230767 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 102775 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4755832 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 100743568 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2567560 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2784111 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 28579572 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 28579572 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 11954862 | InvestmentsOtherBOY |
| Investments Other EOY | 86893511 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 87821917 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 43199 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 15495 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 18246 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 27704 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 27704 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 4201 | OtherAssetsBOY |
| Other Assets EOY | 4201 | OtherAssetsEOY |
| Other Assets EOYFMV | 4201 | OtherAssetsEOYFMV |
| Total Assets BOY | 14761420 | TotalAssetsBOY |
| Total Assets EOY | 115504988 | TotalAssetsEOY |
| Total Assets EOYFMV | 116433394 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 14761420 | UnrestrictedBOY |
| Unrestricted EOY | 115504988 | UnrestrictedEOY |
| Total Net Assets BOY | 14761420 | TotalNetAssetsBOY |
| Total Net Assets EOY | 115504988 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14761420 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 115504988 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14761420 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 100743568 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 115504988 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 115504988 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|
| MONDRIAN GLOBAL FIXED INCOME FUND | 98331 | 98331 | ||||
| TIFF MULTI-ASSET FUND | 170000 | 170000 | 2012-12-19 | |||
| VANGUARD MUTUAL EQUITY FUND | 165358 | 165358 | 2012-11-01 | 1231989 | 1066631 | |
| FPA CRESENT MUTUAL FUND BALANCED | 5355 | 5355 | 2012-07-03 | |||
| PEPSICO INC. | 720546 | 720546 | 2012-07-05 | 14024546 | 13304000 | 2012-02-07 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1159590 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2317779 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13664596 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.169619 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 562723 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12202345 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046116 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1829797 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12647380 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.144678 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 642749 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5982581 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.107437 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 476788 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7418490 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064270 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.532120 | TotalDistributionRatio |
| Average Distribution Ratio | 0.106424 | AverageDistributionRatio |
| Net Noncharitable Assets | 95415003 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10154446 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 25676 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 10180122 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4755832 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 51351 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 51351 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 51351 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 42935 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 42935 | TotalCreditsAndPayments |
| Tax Due | 8416 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.DEBEAUMONT.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIEL MOYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3019615800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5272 RIVER ROAD NO 530 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES B SPRAGUE MD | ||||||||
| 4851 INDIAN LANE NW | WASHINGTON | DC | 200163203 | CHAIRMAN/CEO | 40.00 | 230821 | 23215 | 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 |
| EDMUND CABOT MD | ||||||||
| 130 MARSH ST | BELMONT | MS | 02178 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| RICHARD BURNES | ||||||||
| 16 ACORN LANE | BOSTON | MA | 02108 | DIRECTOR | 1.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| ARIEL MOYER | 2000 GATEWOOD PLACE | SILVER SPRING | MD | 20903 | CHIEF OPERATING OFFI | 40.00 | 130332 | 6091 | 0 |
| BRIAN CASTRUCCI | 640 BLOSSOM DRIVE | ROCKVILLE | MD | 20850 | CHIEF PROGRAM & STRA | 40.00 | 120088 | 7300 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 2 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ & ASSOCIATIATES INC | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT ADVISORY SERVICES | 71590 |
| ELIZABETH MILLER | |||||
| 47 CONCORD PARK EAST | NASHVILLE | TN | 37205 | CONSULTING | 53716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 1 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 54336825 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 42531198 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 96868023 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 96868023 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1453020 | CashDeemedCharitable |
| Net Noncharitable Assets | 95415003 | NetNoncharitableAssets |
| Minimum Investment Return | 4770750 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4770750 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 51351 | TaxBasedOnInvestmentIncome |
| Total Tax | 51351 | TotalTax |
| Distributable Amount Before Adj | 4719399 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4719399 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4719399 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4755832 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4755832 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4755832 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4719399 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 121476 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 345070 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1204474 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 467890 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1642550 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3781460 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4755832 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4719399 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 36433 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3817893 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 121476 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3696417 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 345070 | ExcessFromYear4 |
| Excess From Year3 | 1204474 | ExcessFromYear3 |
| Excess From Year2 | 467890 | ExcessFromYear2 |
| Excess From Year1 | 1642550 | ExcessFromYear1 |
| Excess From Current Year | 36433 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY OF LAW MEDICINE & ETHICS | |||||||
| 765 COMMONWEALTH AVENUE SUITE 1634 | BOSTON | MA | 02215 | 501(C)(3) | PUBLIC HEALTH LAW CONFERENCE | $25,000 | |
| ASSOCIATION OF ACADEMIC HEALTH CENTERS | |||||||
| 1400 SIXTEENTH STREET NW SUITE 720 | WASHINGTON | DC | 20036 | 501(C)(3) | CHAIRMAN'S GRANT TO AAHC | $25,000 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | |||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | 501(C)(3) | SENIOR DEPUTIES LEADERSHIP PROGRAM; ASTHO AFFILIATES CONVENING / SURVEY | $265,965 | |
| CDC FOUNDATION | |||||||
| 55 PARK PLACE NE SUITE 400 | ATLANTA | GA | 30303 | 501(C)(3) | EIS ALUMNI DEVELOPMENT | $24,960 | |
| COMMUNITY SERVICES CARE INC | |||||||
| 70 MAIN STREET | TAUNTON | MA | 02780 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| 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 | $5,000 | |
| DUKE UNIVERSITY | |||||||
| 512 S MANGUM STREET SUITE 400 | DURHAM | NC | 27701 | 501(C)(3) | PLAYBOOK TO INTEGRATE PRIMARY CARE AND PUBLIC HEALTH. | $432,796 | |
| FUND FOR PUBLIC HEALTH IN NY | |||||||
| 291 BROADWAY 17TH FLOOR | NEW YORK | NY | 10007 | 501(C)(3) | EPI SCHOLARS; BIG CITIES HEALTH COALTION | $101,289 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL SUPPORT | $2,500 | 1200 |
| GROUP HEALTH COOPERATIVE | |||||||
| 320 WESTLAKE AVE N | SEATTLE | WA | 98109 | 501(C)(3) | SURVIVE & THRIVE BRIDGE PROJECT | $25,000 | |
| HOWARD COUNTY HEALTH DEPARTMENT | |||||||
| 7178 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | GOVERNMENT AGENCY | MANAGEMENT ACADEMY ON THE ROAD; WEBINAR ON THE AFFORDABLE CARE ACT | -$946 | |
| LOS ANGELES DEPT OF PUBLIC HEALTH | |||||||
| 241 N FIGUEROA STREET SUITE 275 | LOS ANGELES | CA | 90012 | GOVERNMENT AGENCY | EPI SCHOLARS | $195,766 | |
| MARYLAND DEPARTMENT OF HEALTH | |||||||
| 201 W PRESTON STREET SUITE 500 | BALTIMORE | MD | 21201 | GOVERNMENT AGENCY | PUBLIC HEALTH IDEATION PLATFORM | $85,000 | |
| MENTAL HEALTH ASSOCIATION IN TULSA | |||||||
| 1870 SOUTH BOULDER AVENUE | TULSA | OK | 74119 | 501(C)(3) | GENERAL SUPPORT | $15,000 | |
| 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 AND BUSINESS DEVELOPMENT PROJECT | $479,544 | |
| PUBLIC HEALTH-SEATTLE & KING CO | |||||||
| 401 5TH AVE SUITE 1300 | SEATTLE | WA | 98104 | GOVERNMENT AGENCY | EPI SCHOLARS | $187,116 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| 230 WEST 41ST ST 7TH FLOOR | NEW YORK | NY | 10036 | 501(C)(3) | NYC HANES - 2013 GRANT | $1,276,194 | |
| ROCKY MOUNTAIN ELK FOUNDATION | |||||||
| 5705 GRANT CREEK | MISSOULA | MT | 59808 | 501(C)(3) | GENERAL SUPPORT | $10,000 | |
| SEA EDUCATION ASSOCIATION | |||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | 501(C)(3) | GENERAL SUPPORT | $40,000 | |
| SPOKANE REGIONAL HEALTH DISTRICT | |||||||
| 1101 W COLLEGE AVENUE | SPOKANE | WA | 99201 | GOVERNMENT AGENCY | PUBLIC HEALTH APP | $25,000 | |
| TASK FORCE FOR GLOBAL HEALTH | |||||||
| 325 SWANTON WAY | DECATUR | GA | 30030 | 501(C)(3) | INFORMATICS ACADEMY AND INFORMATICS CONVENING | $607,162 | |
| UNIVERSITY OF OTAGO IN AMERICA | |||||||
| 800 TOWNSHIP LINE ROAD SUITE 250 | YARDLEY | PA | 19067 | 501(C)(3) | GENERAL SUPPORT | $12,500 | |
| UNIVERSITY OF WASHINGTON | |||||||
| 1107 NE 45TH AVE SUITE 400 | SEATTLE | WA | 98105 | 115(1) | PUBLIC HEALTH MANAGEMENT CERTIFICATE PROGRAM | $273,848 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4124444 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | ||||||
| 512 S MANGUM STREET SUITE 400 | DURHAM | NC | 27701 | 501(C)(3) | PLAYBOOK TO INTEGRATE PRIMARY CARE AND PUBLIC HEALTH. | $585,217 |
| RESEARCH FOUNDATION OF CUNY | ||||||
| 230 WEST 41ST ST 7TH FLOOR | NEW YORK | NY | 10036 | 501(C)(3) | NYC HANES PROJECT - 2013 AND 2014 | $2,123,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 2708408 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,810 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,501,935 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,159,590 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,670,335 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2670335 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | SULLIVAN AND WORCESTER ON BEHALF OF | ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | 90000000 | X | |
| 2 | SULLIVAN AND WORCESTER ON BEHALF OF | ONE POST OFFICE SQUARE | BOSTON | ME | 02109 | 13304000 | X | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | STOCK | NoncashPropertyDescription |
| Fair Market Value | 13304000 | FairMarketValue |
| Date Received | 2012-02-07 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX AND AUDIT FEES | $16,672 | 0 | 0 |
| ACCOUNTING | $13,426 | 0 | 0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE DE BEAUMONT FOUNDATION WAS CREATED BY PIERRE S.DE BEAUMONT IN 1999. THE DE BEAUMONT FOUNDATION BELIEVES THAT A STRONG PUBLIC HEALTH SYSTEM IS ESSENTIAL. THROUGH STRATEGIC AND ENGAGED GRANTMAKING, THE FOUNDATION IS WORKING TO TRANSFORM THE PRACTICE OF PUBLIC HEALTH BY BUILDING THE CAPACITY AND STATURE OF THE PUBLIC HEALTH WORKFORCE, ENCOURAGING COLLABORATION BETWEEN HEALTH DEPARTMENTS, AND IMPROVING COMMUNICATION WITH THE PUBLIC, ESPECIALLY THROUGH THE USE OF TECHNOLOGY. | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| TIFF MULTI ASSET FUND | AT COST | 6355472 | 6002586 |
| VANGUARD GLOBAL EQUITY FUND | AT COST | 32708683 | 34095272 |
| PIMCO TOTAL RETURN INST FUND | AT COST | 5625592 | 5698822 |
| MONDRIAN FIXED INCOME FUND | AT COST | 5410922 | 5196368 |
| ABSOLUTE RETURN CAYMAN | AT COST | 5000000 | 4675880 |
| MASON CAP | AT COST | 5000000 | 4695522 |
| CONVEXITY | AT COST | 5000000 | 5207175 |
| FPA CRESCENT PORTFOLIO | AT COST | 5042842 | 5274037 |
| DAVIDSON KEMPNER INSTITUTIONAL | AT COST | 5000000 | 5226255 |
| HIGHFIELDS CAPITAL | AT COST | 6750000 | 6750000 |
| RUTABAGA SMALL CAP | AT COST | 5000000 | 5000000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $17,777 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS | Description |
| BOY Book Value | 4201 | BOYBookValue |
| EOY Book Value | 4201 | EOYBookValue |
| EOYFMV | 4201 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 11400 | 0 | 7296 |
| COMPUTER SERVER WEB | 19882 | 0 | 12725 |
| PAYROLL SERVICE FEES | 1660 | 0 | 1062 |
| TELEPHONE | 8923 | 0 | 5711 |
| MISCELLANEOUS | 1152 | 0 | 735 |
| POSTAGE & SHIPPING | 920 | 0 | 589 |
| DUES & SUBSCRIPTIONS | 2370 | 0 | 1517 |
| D&O INSURANCE | 4136 | 0 | 2647 |
| CORPORATE FILING FEES | 406 | 0 | 260 |
| WEB DESIGN | 6668 | 0 | 6668 |
| GRAPHIC DESIGN | 9542 | 0 | 6107 |
| MOVING EXPENSE | 7454 | 0 | 6709 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $102,775 | 102775 | 0 |
| CONSULTING FEES | $73,189 | 0 | 73189 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $24,277 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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