2024-11-15T18:01:00-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2022-01-01 043467074 DE BEAUMONT FOUNDATION INC DEBE 3019615800 7501 WISCONSIN AVENUE 1310E BETHESDA MD 20814 ARIEL MOYER SR. DIR. OF FINANCE 3019615800 2024-11-14 1 0 LAURA J KENNEY P00202198 6177170831 2024-11-14 2022 2024-10-15 13:58:12Z X X 194786058 X 543519 5 5 919984 1779796 8973965 58601807 11501038 835 3438413 10438308 16719252 987018 101649 885369 2743054 83192 2659862 351797 2986 348811 26077 0 26077 45066 0 45066 2529347 450600 2078747 1051488 89582 205145 167259 0 400000 0 400000 310426 14602 295824 112038 0 112038 815851 1268349 783779 9539421 2010960 7840718 2884751 2884751 12424172 2010960 10725469 -1985864 14708292 3388942 2334950 2334950 21208293 5574952 5574952 21296 21296 40701673 44347131 41094737 117993252 128347804 144730368 988962 640268 392836 348694 348694 13156 681061 681061 183698152 181655888 194786058 56400 0 56400 0 X 183318472 181646285 323280 9603 183641752 181655888 183698152 181655888 183641752 -1985864 0 181655888 0 181655888 PUBLICLY TRADED SECURITIES 2022-01-01 2022-12-31 58601807 49627842 8973965 8973965 TRANSFERS IN (CAPITAL GAINS) DISTRIBUTIONS 2022-01-01 2022-12-31 0 0 CAPITAL GAIN FROM K-1 - PARTNERSHIP 2022-01-01 2022-12-31 2527073 2527073 2527073 11501038 204445 0 204445 0 204445 158079 0 165000 0 323079 X 0 118634 118634 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE MD 1 0 0 0 0 1 WWW.DEBEAUMONT.ORG CHRISTINE JAMES SR DIR OF FINANC 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 0 BRIAN C CASTRUCCI DRPH 7501 WISCONSIN AVENUE BETHESDA MD 20814 PRESIDENT & CEO 40.00 363547 49003 0 ARIEL MOYER 7501 WISCONSIN AVENUE BETHESDA MD 20814 CHIEF OPERATING OFFICER 40.00 264750 37218 0 JAMES B SPRAGUE MD 7501 WISCONSIN AVENUE BETHESDA MD 20814 CHAIR 10.00 125000 0 0 GREGORY WAGNER 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 40000 0 0 CAROL MASSONI 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 25000 0 0 CLARION JOHNSON MD 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 25000 0 0 PATRICE HARRIS MD 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 25000 0 0 CARA HUTCHINS 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 20000 0 0 MURRAY BRENNAN GNZM MD FACS 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 12500 0 0 BRIEN O'BRIEN 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 0 0 0 LEROY PARKER MD 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 JOHN STEVENS MD 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR 1.00 0 0 0 MARK MILLER 7501 WISCONSIN AVENUE BETHESDA MD 20814 VP, COMMUNICATIONS 40.00 238275 29208 0 CHRISTINA JULIANO 7501 WISCONSIN AVENUE BETHESDA MD 20814 DIRECTOR, BCHC 40.00 184846 20605 0 CATHERINE PATTERSON 7501 WISCONSIN AVENUE BETHESDA MD 20814 CO-ED, CITYHEALTH 40.00 166279 20767 0 KATRINA FORREST 7501 WISCONSIN AVENUE BETHESDA MD 20814 CO-ED, CITYHEALTH 40.00 166279 19965 0 JAMILA PORTER 7501 WISCONSIN AVENUE BETHESDA MD 20814 CHIEF OF STAFF 40.00 167500 18001 0 24 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 02110 INVESTMENT ADVISOR 423315 METEORITE LLC 145 S FAIRFAX AVENUE SUITE 910 LOS ANGELES CA 90036 PROGRAM SERVICES 350000 BURNESS COMMUNICATIONS 7910 WOODMONT AVENUE BETHESDA MD 10036 PROGRAM SERVICES 260198 FENTON COMMUNICATIONS 630 9TH AVENUE SUITE 910 NEW YORK NY 10036 PROGRAM SERVICES 173156 ASTON CARTER INC 7310 PARKWAY DRIVE HANOVER MD 21076 STAFFING SUPPORT 164180 21 BUILD HEALTH CHALLENGE COMMUNICATIONS PROGRAM: DESIGN AND IMPLEMENT A COMPREHENSIVE COMMUNICATIONS STRATEGY TO SUPPORT THE BUILD HEALTH CHALLENGE PROJECT. WORK SUPPORTS BUILD SITES AND ENABLES GRANTEES TO PROMOTE THEIR PROGRAMS. 433286 THE PUBLIC HEALTH WORKFORCE INTERESTS AND NEEDS SURVEY (PH WINS) IS THE ONLY NATIONALLY REPRESENTATIVE SOURCE OF DATA ABOUT THE GOVERNMENTAL PUBLIC HEALTH WORKFORCE. WITH DETAILED DATA ON DEMOGRAPHICS AND TRENDS, THE SURVEY HELPS AGENCIES IDENTIFY, QUANTIFY, AND MEET THE NEEDS OF THEIR EMPLOYEES AND COMMUNITIES. 409742 THE HEALTH ACTION ALLIANCE (HAA), A COALITION OF LEADING BUSINESS, COMMUNICATIONS, AND PUBLIC HEALTH ORGANIZATIONS. HAA HELPS THE BUSINESS COMMUNITY IMPROVE THE HEALTH OF EMPLOYEES, CUSTOMERS, AND COMMUNITIES BY PROMOTING DISEASE PREVENTION AT A SYSTEMS LEVEL; ADVANCING HEALTH EQUITY; RESTORING TRUST IN SCIENCE; AND STRENGTHENING PUBLIC HEALTH TO BECOME BETTER PREPARED IN THE FUTURE. 399463 CITYHEALTH ADVANCES A PACKAGE OF EVIDENCE-BASED POLICY SOLUTIONS THAT WILL HELP MILLIONS OF PEOPLE LIVE LONGER, BETTER LIVES IN VIBRANT, PROSPEROUS COMMUNITIES. 345133 0 42200297 15208665 144730368 202139330 0 0 202139330 3032090 199107240 9955362 9955362 204445 16286 220731 9734631 0 9734631 0 9734631 10725469 0 10725469 9734631 0 0 2805748 4395073 7200821 10725469 0 0 293500 9734631 697338 0 0 8191659 0 0 0 0 0 293500 0 7898159 2805748 4395073 697338 X ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC 495A HENRY ST SUITE 1040 BROOKLYN NY 11231 PC GENERAL OPERATING SUPPORT 12500 AMERICAN PUBLIC HEALTH ASSOCIATION 800 I STREET NW WASHINGTON DC 20001 PC HEALING THROUGH POLICY 550000 AMERICAN PUBLIC HEALTH ASSOCIATION 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GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVENUE NW SUITE 1100 WASHINGTON DC 20036 PC MEMBERSHIP RENEWAL 2022/2023 15000 MASSACHUSETTS AUDUBON SOCIETY INC 208 SOUTH GREAT ROAD LINCOLN MA 01773 PC GENERAL OPERATING SUPPORT 5000 MENTAL HEALTH ASSOCIATION OKLAHOMA 5330 E 31ST STREET SUITE 1000 TULSA OK 74135 PC GENERAL OPERATING SUPPORT 5000 MICHIGAN PUBLIC HEALTH INSTITUTE 2436 WOODLAKE CIR STE 300 OKEMOS MI 48864 PC GENERAL OPERATING SUPPORT 5000 NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS 1201 EYE STREET NW FOURTH FLOOR WASHINGTON DC 20005 PC GENERAL OPERATION SUPPORT 100000 NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES 1515 POYDRAS STREET NEW ORLEANS LA 70112 PC ADVANCING THE STRATEGIC CAPACITY OF THE PUBLIC HEALTH WORKFORCE 125000 NEIGHBORWORKS AMERICA (NEIGHBORHOOD REINVESTMENT CORP) 999 NORTH CAPITOL STREET NE SUITE 900 WASHINGTON DC 20002 PC TO PROVIDE TECHNICAL ASSISTANCE TO BUILD 52167 PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC 1055 COMMONWEALTH AVENUE RM 1150 BOSTON MA 02215 PC GENERAL OPERATING SUPPORT 5000 SEA EDUCATION ASSOCIATION INC 171 WOODS HOLE ROAD FALMOUTH MA 02540 PC GENERAL OPERATING SUPPORT 25000 SHERIFF'S MEADOW FOUNDATION PO BOX 1088 SUITE 403 VINEYARD HAVEN MA 02568 PC GENERAL OPERATING SUPPORT 25000 US ALCHOHOL POLICY ALLIANCE 3736 BEE CAVES ROAD STE 1 224 WEST LAKE HILLS TX 78746 PC SUPPORT FOR CONFERENCE 20000 VOSE RIVER CHARITABLE FUND 7501 WISCONSIN AVENUE SUITE 1310E BETHESDA MD 20814 PC GENERAL OPERATING SUPPORT FOR CITYHEALTH 1335000 WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS 1400 16TH ST NW STE 740 WASHINGTON DC 200362217 PC MEMBERSHIP RENEWAL 2022 5000 3083942 ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES FOUNDATION 1330 BRADDOCK PLACE SUITE 300 ALEXANDRIA VA 22314 PC MOVING BUSINESSES UPSTREAM: FOSTERING COLLABORATION HUBS 20000 20000 14 5 14 919984 15 835 18 8973965 0 9894789 0 9894789 0 0 0 0 0 0 0 0 0 0 X X 1 CDC FOUNDATION 600 PEACHTREE STREET NE 1000 ATLANTA GA 30308 165019 X 2 COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH HAVEN LN DALLAS TX 75225 50000 X 3 KELLOGG FOUNDATION ONE MICHIGAN AVENUE EAST BATTLE CREEK MI 49017 200000 X 4 NACCHO 1201 I ST NW 400 WASHINGTON DC 20005 35000 X 5 ROBERT WOOD JOHNSON FOUNDATION 50 COLLEGE ROAD EAST PRINCETON NJ 08540 93500 X ACCOUNTING FEES 45066 0 45066 PURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2) DE BEAUMONT FOUNDATION, INC. HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. THIS ELECTION IS BEING MADE FOR THE BENEFIT OF ITS FOUNDATION CONTRIBUTORS IN ORDER FOR THEM TO OBTAIN QUALIFYING DISTRIBUTION TREATMENT FOR THEIR CONTRIBUTIONS. AMENDED RETURN FORM 990-PF, PAGE 1, SECTION B: DE BEAUMONT FOUNDATION IS FILING THIS 2022 AMENDED FORM 990-PF TO CORRECT THE FAIR MARKET VALUE OF ONE OF ITS INVESTMENTS, NEWBURY EQUITY PARTNERS III, AS OF DECEMBER 31, 2022. THE AMENDED RETURN RESULTS IN AN INCREASE IN THE EXCESS DISTRIBUTIONS CARRYOVER TO 2023 TO $7,898,159. THE ORIGINAL 2022 FORM 990-PF REPORTED THE FAIR MARKET VALUE AS REPORTED ON THE FOUNDATION'S INVESTMENT STATEMENT FOR DECEMBER 31, 2022. THE FAIR MARKET VALUE WAS LATER CORRECTED ON THE JANUARY 31, 2023 INVESTMENT STATEMENT. THE TAX SERVICES TEAM INADVERTENTLY PREPARED THE FORM 990-PF USING THE FAIR MARKET VALUE REPORTED ON THE DECEMBER 31, 2022 INVESTMENT STATEMENT RATHER THAN THE CORRECTED AMOUNT. THE FOLLOWING SECTIONS IN THE TAX RETURN HAVE CHANGED:PAGE 1, PART I - LINE I: FAIR MARKET VALUE OF ALL ASSETS AT END OF YEARSTATEMENT 10: OTHER INVESTMENTS THE FAIR MARKET VALUE OF THE NEWBURY EQ PARTNERS III HAS CHANGED TO $1,995,109.PART II: BALANCE SHEET LINE 13, COLUMN (C)- INVESTMENTS - OTHER AND LINE 16, COLUMN (C) - TOTAL ASSETSPART IX: MINIMUM INVESTMENT RETURN LINES 1C, 1D, 3, 4, 5 AND 6PART X: DISTRIBUTABLE INCOME LINES 1, 3, 5 AND 7PART XII: UNDISTRIBUTED INCOME LINES 1, COLUMN (D), 4(D), COLUMN (D), 4(E), COLUMN (A), 5, COLUMNS (A) AND (D), 6(A), COLUMN (A), 9, COLUMN (A), 10(C) AND 10(E)THIS AMENDMENT ENSURES THE FOUNDATION'S FINANCIAL POSITION PRESENTED IN THE 2022 FORM 990-PF ACCURATELY REFLECTS THE ACTUAL, CORRECTED FAIR MARKET VALUE OF THE INVESTMENTS AS OF THE YEAR ENDED DECEMBER 31, 2022. ALTHOUGH THE AMENDED FORM 990-PF RESULTS IN A CHANGE IN THE EXCESS DISTRIBUTIONS CARRYOVER TO 2023, THERE WAS NO CHANGE IN NET INVESTMENT INCOME OR NET INVESTMENT INCOME TAX FOR TAX YEAR 2022. FIDELITY INTERMEDIATE TREASURY BOND 2782 2390 FPA CRESCENT PORTFOLIO CI I 11016659 11655212 ISHARES MSCI ACWI ETF 18263571 15492722 VANGUARD SHORT TERM TREASURY ADM 15064119 13944413 ACCOLADE PARTNERS VII-A LP AT COST 1045092 4479921 ACCOLADE PARTNERS VIII-G, L.P. AT COST 750000 750000 ADAMAS OPPORTUNITIES LP - CCA AT COST 0 157315 AETHER REAL ASSETS FD III-CCA AT COST 1537414 1479807 ALTIMETER GROWTH PART FUND VI AT COST 879689 883293 ALTIMETER PARTNERS FUND LP AT COST 10000000 5241690 AMERICAN SECURITIES PARTNER VII LP AT COST 2972169 5274370 AMERICAN SECURITIES PARTNER VIII LP AT COST 4255425 4337861 ANCHORAGE CAPITAL PARTNERS OFFSHORE AT COST 1609190 2247080 ARROWSTREET CAP GLB ALL CTRY AL EX AT COST 15000000 13590600 ASPEX GLOBAL FUND AT COST 7000000 6988417 AUDAX PRIVATE EQUITY FUND VI-A LP AT COST 1112248 2860652 CENDANA CAPITAL V, L.P. AT COST 195000 195000 CENDANA INTERNATIONAL II LP AT COST 450000 508157 DAVIDSON KEMPNER INST PTNRS - CLIENT AT COST 5000000 8586745 DRAGONEER GBL OFFSHORE FEEDER II LP AT COST 3414652 2208638 DURABLE CAPITAL OFFSHORE FUND LTD AT COST 10000000 8694550 EQT INFRA IV (NO. 2) USD SCSP. AT COST 2204109 2824352 ETON PARK OVERSEES FUND, LTD. AT COST 2896 1833 GENERATION LM ASIA FUND LP AT COST 2000000 2008636 GENERATION LM GLOBAL EQUITY FUND LLC AT COST 4000000 4284196 GREENSPRING SECONDARY FUND V CAYMAN AT COST 886600 1308312 LEGACY VENTURE IX, LLC AT COST 2068766 4269517 LEGACY VENTURE VII, LLC AT COST 184466 4517188 LEGACY VENTURE VIII, LLC AT COST 1855693 5363471 LEGACY VENTURE X, LLC AT COST 1150000 1097880 LEGACY VENTURE XI, LLC AT COST 100000 98836 LONE PINE CAPITAL LLC AT COST 10000000 7032090 NEWBURY EQ PARTNERS III-CCA AT COST 150394 1995109 ROCK SPRINGS CAP OFFSHORE FD AT COST 7000000 5467700 SUMMIT PARTNERS GROWTH EQUITY IX-A AT COST 439016 7919772 SUMMIT PARTNERS GROWTH EQUITY X-A AT COST 1963868 2252631 SUMMIT PARTNERS GROWTH EQUITY XI-A AT COST 339831 339831 TA XIII-B LP AT COST 1867500 3832465 TA XIV-B LP AT COST 1740000 1537194 TIGER GLOBAL LONG OPPORTUNITIES LTD AT COST 10000000 2834472 TRUEBRIDGE GLOBAL PREMIER AT COST 415000 415000 VARDE FUND XIII (B) (FEEDER) LP AT COST 2401336 2726088 VARDE INVESTMENT PARTNERS OFFSHORE AT COST 1184844 1699873 VIKING GLOBAL OPP III LP AT COST 10000000 9699630 WHEELOCK STREET REAL ESTATE FD V LP AT COST 344362 1029335 WHEELOCK STREET REAL ESTATE FD VI LP AT COST 825370 1084620 WHI REAL ESTATE PARTNERS IV-TE LP AT COST 2874 606241 LEGAL FEES 26077 0 26077 DEPOSITS 13156 13156 13156 DUE FROM VOSE RIVER CHARITABLE FUND 667905 667905 D&O INSURANCE 13099 0 13099 CORPORATE FILING FEES 622 0 622 RESEARCH AND EVALUATION 340545 0 340545 DUES AND SUBSCRIPTIONS 54182 0 54182 EDUCATION & PROFESSIONAL DEVELOPMENT 109501 3833 105668 INFORMATION TECHNOLOGY 101217 0 101217 ACCOUNTING SERVICES 46685 28011 18674 MISCELLANEOUS 1743 0 1743 OFFICE EXPENSES 148029 0 148029 FINES & PENALTIES 228 0 0 PARTNERSHIP EXPENSES 0 1236505 0 ROYALTIES 835 835 835 OTHER INCOME FROM K-1S 3518412 RENTAL LOSS FROM K-1S -80834 DUE TO VOSE RIVER CHARITABLE FUND 56400 0 CONSULTING FEES 2045530 0 2045530 INVESTMENT MANAGEMENT FEES 450600 450600 0 PAYROLL SERVICE FEES 33217 0 33217 BUSINESS INCOME TAX 40222 0 0 EXCISE TAX 798680 0 0 FOREIGN TAXES 0 82141 0 PAYROLL TAXES 212586 7441 205145