DE BEAUMONT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DE BEAUMONT FOUNDATION INC (EIN 04-3467074)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349109723
- Schema version
- 2021v4.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:17:05-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 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 | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARIEL | PersonFirstNm |
| Person Last | MOYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $223,465,827 | 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 | $2,690,707 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $890,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $890,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,775,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,640,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,775,159 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,003 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,003 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,357,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,666,763 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $903,855 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $100,235 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $803,620 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,016,372 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $75,756 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,940,616 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $378,235 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,795 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $371,440 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,549 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,549 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,315 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,687,286 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $521,830 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,165,456 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $244,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,557 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $235,919 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $141,456 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $370,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $370,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $168,527 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $50 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $168,477 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $133,914 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $133,914 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $682,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,426 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $657,244 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,777,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $738,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,897,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,396,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,419,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,173,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $738,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,316,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,183,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,928,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,804,076 | CashBOYAmt |
| Cash EOY | $3,388,942 | CashEOYAmt |
| Cash EOYFMV | $3,388,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $934,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,208,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,208,293 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $142,428,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,694,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $198,475,756 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $865,844 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $473,008 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $277,474 | LandBOYAmt |
| Land EOY | $392,836 | LandEOYAmt |
| Land EOYFMV | $392,836 | LandEOYFMVAmt |
| Other Assets BOY | $13,156 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,156 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $150,457,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,698,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $223,465,827 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $56,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,400 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $149,738,139 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $183,318,472 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $719,818 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $323,280 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,457,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,641,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,457,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,698,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,457,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,183,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $183,641,752 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,641,752 | 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 | $340,640,543 | GrossSalesPriceAmt |
| Cost Or Other Basis | $296,865,384 | CostOrOtherBasisAmt |
| Gain Or Loss | $43,775,159 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $43,775,159 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,775,159 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $610,601 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $610,601 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $610,601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $525,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $614,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,079 | OverpaymentAmt |
| Applied To ES Tax | $4,079 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN C CASTRUCCI | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | PRESIDENT & CEO | 40.00 | $379,638 | $33,724 | $0 |
| ARIEL MOYER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CHIEF OPERATING OFFICER | 40.00 | $268,729 | $25,764 | $0 |
| JAMES B SPRAGUE MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CHAIR | 10.00 | $125,000 | $0 | $0 |
| CAROL MASSONI | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| CARA HUTCHINS | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $20,000 | $0 | $0 |
| JOHN AUERBACH | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $13,500 | $0 | $0 |
| MURRAY BRENNAN | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $12,500 | $0 | $0 |
| BRIEN O'BRIEN | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| LEROY PARKER MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GREGORY WAGNER | ||||||||
| 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 | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLARION JOHNSON MD | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARK MILLER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VICE PRESIDENT, COMM | 40.00 | $235,804 | $11,183 | $0 |
| EMILY YU | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | EXECUTIVE DIR, BUILD | 40.00 | $170,502 | $9,674 | $0 |
| KATRINA FORREST | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CO-EXECUTIVE DIRECTO | 40.00 | $168,905 | $7,644 | $0 |
| CATHERINE PATTERSON | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CO-EXECUTIVE DIRECTO | 40.00 | $166,099 | $7,684 | $0 |
| CHRISTINA JULIANO | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | EXECUTIVE DIR, BIG C | 40.00 | $161,366 | $8,289 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 18 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONT AVENUE 700 | BETHESDA | MD | 20814 | PROGRAM SERVICES | $446,515 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $433,671 |
| FSG INC | |||||
| 1021 19TH STREET NW SUITE 420 | WASHINGTON | DC | 20036 | PROGRAM SERVICES | $321,578 |
| THE MORNING CONSULT | |||||
| 1025 F STREET NW | WASHINGTON | DC | 20004 | PROGRAM SERVICES | $250,000 |
| FIL INC | |||||
| 9165 KEY COMMONS COURT | MANASSAS | VA | 20110 | PROGRAM SERVICES | $231,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NATIONAL CONSORTIUM FOR PUBLIC HEALTH WORKFORCE DEVELOPMENT: WORK TO BUILD THE NATIONAL CONSORTIUM FOR PUBLIC HEALTH WORKFORCE DEVELOPMENT. ACTIVITIES INCLUDED CREATING A GOVERNANCE STRUCTURE, REFINING THE PARAMETERS OF THE CONSORTIUM WORK, DEVELOPING A COMMON AGENDA, INITIATING ACTION AMONG RELEVANT STAKEHOLDERS, AND COACHING CONSORTIUM MEMBERS AS THEY SUSTAIN THE COALITION BUILDING WORK. | Description1Txt |
| Expenses1 | $429,691 | Expenses1Amt |
| Description2 | CHANGING THE COVID CONVERSATION: A SERIES OF POLLS AND FOCUS GROUPS TO IDENTIFY MESSAGING AND LANGUAGE THAT IS MOST LIKELY TO BUILD SUPPORT FOR PUBLIC HEALTH MEASURES AND CONFIDENCE IN COVID VACCINES. | Description2Txt |
| Expenses2 | $368,260 | Expenses2Amt |
| Description3 | 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. | Description3Txt |
| Expenses3 | $174,644 | Expenses3Amt |
| Description4 | PUBLIC HEALTH COMMUNICATIONS COLLABORATIVE: THE PUBLIC HEALTH COMMUNICATIONS COLLABORATIVE (PHCC) WAS FORMED TO COORDINATE AND AMPLIFY PUBLIC HEALTH MESSAGING ON COVID-19 AND INCREASE AMERICANS' CONFIDENCE IN GUIDANCE FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND STATE AND LOCAL PUBLIC HEALTH OFFICIALS. | Description4Txt |
| Expenses4 | $145,761 | Expenses4Amt |
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 | $53,206,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,010,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $115,827,347 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $193,045,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $193,045,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,895,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $190,149,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,507,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,507,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $610,601 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $54,777 | IncomeTaxAmt |
| Total Tax | $665,378 | TotalTaxAmt |
| Distributable Before Adj | $8,842,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $79,810 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,921,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,921,907 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,316,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,316,980 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,921,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,565,151 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,013,717 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,578,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,316,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $2,805,748 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,921,907 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,589,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,973,941 | 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 | $1,773,120 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,200,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,805,748 | ExcessFromYear1Amt |
| Excess From Current Year | $4,395,073 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR HEALTHY CITIZENS | |||||||
| 200 E SECOND AVE | GASTONIA | NC | 28052 | PC | BUILD HEALTH CHALLENGE 3.0 - HEALTHY HIGHLAND | $100,000 | |
| ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC | |||||||
| 495A HENRY ST SUITE 1040 | BROOKLYN | NY | 11231 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| ASIAN AMERICAN HEALTH COALITION OF GREATER HOUSTON INC | |||||||
| 1629 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | PC | MATERNAL UPSTREAM MANAGEMENT (MUM) | $65,000 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | |||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | PC | GRANT REFUND | -$56,569 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | |||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | PC | ASTHO WORKFORCE DEVELOPMENT SUPPORT FOR DE BEAUMONT CENTER FOR WORKFORCE | $140,000 | |
| BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE | |||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 94139 | PC | VALLEJO HOUSING JUSTICE COALITION - COMMUNITY LEADERSHIP | $20,000 | |
| BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE | |||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 94139 | PC | VALLEJO HOUSING JUSTICE COALITION COMMUNITY PLANNING | $50,000 | |
| BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE | |||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 941399385 | PC | STRONG IMMIGRANT COMMUNITIES THROUGH COLLECTIVE ACTION FOR HOUSING AFFORDABILITY AND OWNERSHIP | $50,000 | |
| BAYOU DISTRICT FOUNDATION | |||||||
| 320 JULIA ST | NEW ORLEANS | LA | 701303604 | PC | MATERNAL AND CHILD HEALTH AT COLUMBIA PARC | $100,000 | |
| BELMONT ABBEY COLLEGE | |||||||
| 100 BELMONT MT HOLLY RD | BELMONT | NC | 28012 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CABIN CREEK HEALTH SYSTEMS | |||||||
| 104 ALEX LANE | CHARLESTON | WV | 25304 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CATHOLIC GUARDIAN SERVICES | |||||||
| 1011 FIRST AVE 10TH FL | NEW YORK | NY | 10022 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHANGELAB SOLUTIONS | |||||||
| 2201 BROADWAY SUITE 502 | OAKLAND | CA | 94612 | PC | PROGRAM SUPPORT FOR THE BUILD HEALTH CHALLENGE | $60,000 | |
| CHANGELAB SOLUTIONS | |||||||
| 2201 BROADWAY SUITE 502 | OAKLAND | CA | 94612 | PC | PROGRAM SUPPORT FOR THE BUILD HEALTH CHALLENGE | $166,500 | |
| CHILDREN'S LAW CENTER | |||||||
| 501 3RD STREET NW SUITE 800 | WASHINGTON | DC | 20001 | PC | EMPOWERING DC PARENTS TO ADVOCATE FOR TRAUMA-INFORMED COMMUNITIES AND CHILDREN'S MENTAL HEALTH | $20,000 | |
| COUNCIL ON FOUNDATIONS INC | |||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | PC | MEMBERSHIP RENEWAL 2021/2022 | $9,000 | |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | PC | ADVANCING COMMUNITY PARTNERSHIPS TO INCREASE FOOD ACCESS IN SOUTHERN DALLAS | $100,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 022155450 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DELTA HEALTH ALLIANCE | |||||||
| 435 STONEVILLE ROAD BOX 277 | STONEVILLE | MS | 38776 | PC | COMMUNITY AND BUSINESS BREASTFEEDING CAMPAIGN | $27,363 | |
| DELTA HEALTH ALLIANCE | |||||||
| 435 STONEVILLE ROAD BOX 277 | STONEVILLE | MS | 38776 | PC | HEALTHY BABIES, EMPOWERED MOMS, FLOURISHING FAMILIES | $72,637 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | BIG CITIES HEALTH COALITION/DREXEL URBAN HEALTH COLLABORATIVE PARTNERSHIP | $100,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | MANAGEMENT OF BCHC DATA PLATFORM | $119,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | MANAGEMENT OF BCHC DATA PLATFORM | $119,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | BIG CITIES HEALTH COALITION/DREXEL URBAN HEALTH COLLABORATIVE PARTNERSHIP | $165,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | MANAGEMENT OF BCHC DATA PLATFORM | $70,000 | |
| DUKE UNIVERSITY | |||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | PC | GRANT REFUND | -$7,816 | |
| EAST BAY ASIAN LOCAL DEVELOPMENT CORPORATION | |||||||
| 1825 SAN PABLO AVENUE SUITE 200 | OAKLAND | CA | 94612 | PC | BUILD HEALTH CHALLENGE AWARDEE | $100,000 | |
| ENVIRONMENTAL HEALTH WATCH INC | |||||||
| 4600 EUCLID AVENUE SUITE 320-322 | CLEVELAND | OH | 44103 | PC | CENTRAL KINSMAN FOOD COOPERATIVE PLANNING | $7,500 | |
| EQUAL MEASURE | |||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | PC | EVALUATION SUPPORT FOR THE BUILD HEALTH CHALLENGE | $150,000 | |
| EQUAL MEASURE | |||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | PC | EVALUATION SUPPORT FOR THE BUILD HEALTH CHALLENGE | $29,830 | |
| EQUAL MEASURE | |||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | PC | EVALUATION SUPPORT FOR THE BUILD HEALTH CHALLENGE | $47,500 | |
| EQUAL MEASURE | |||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | PC | EVALUATION SUPPORT FOR THE BUILD HEALTH CHALLENGE | $75,000 | |
| FRIENDS OF BOSTON HOMELESS INC | |||||||
| 12 WISE ST | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GATEKEEPERS CORPORATION | |||||||
| 223 N PROSPECT STREET SUITE 405 | HAGERSTOWN | MD | 217403785 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 1918 F STREET NW | WASHINGTON | DC | 20052 | PC | SUPPORT FOR PODCAST: HEALTHY YOU: SURVIVING A PANDEMIC | $25,000 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | SPONSORSHIP OF ANNUAL CONFERENCE - BUILD | $7,500 | 1100 |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | MEMBERSHIP RENEWAL 2021/2022 | $11,500 | 1100 |
| GREENSBORO HOUSING COALITION | |||||||
| 1031 SUMMIT AVENUE SUITE 1E-2 | GREENSBORO | NC | 27405 | PC | COLLABORATIVE COTTAGE GROVE | $100,000 | |
| GREGORIAN UNIVERSITY FOUNDATION | |||||||
| 3220 N STREET NW SUITE 201 | WASHINGTON | DC | 20007 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HILL COUNTRY CHRISTIAN COUNSELING CENTER INC | |||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | PC | HOPE FOR HEALTH COLLABORATIVE DOYLE COMMUNITY CENTER | $100,000 | |
| HOLY TRINITY CHURCH | |||||||
| 3513 N STREET NW | WASHINGTON | DC | 20007 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| ILLINOIS PUBLIC HEALTH INSTITUTE | |||||||
| 310 S PEORIA ST SUITE 404 | CHICAGO | IL | 60607 | PC | SPONSORSHIP OF 2021 ALL IN NATIONAL MEETING | $23,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| LIVEWELL GREENVILLE | |||||||
| 225 S PLEASANTBURG DRIVE SUITE A7 | GREENVILLE | SC | 29607 | PC | CREATING EQUITY AND COMMUNITY VOICE IN LOCAL FOOD SYSTEMS | $20,000 | |
| LIVEWELL GREENVILLE | |||||||
| 225 S PLEASANTBURG DRIVE SUITE A7 | GREENVILLE | SC | 29607 | PC | BUILD TRUST BUILD HEALTH | $100,000 | |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL STREET | WOODS HOLE | MA | 02543 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | |||||||
| 5330 E 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MERCY HEALTH CLINIC INC | |||||||
| 7 METROPOLITAN COURT SUITE 1 | GAITHERSBURG | MD | 20878 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| METROPOLITAN WASHINGTON COUNCIL OF GOVERNMENTS | |||||||
| 777 NORTH CAPITOL STREET NE SUITE | WASHINGTON | DC | 20002 | PC | SUPPORT FOR REGIONAL VARIANT PROJECT - INTERNSHIP PROGRAM | $3,000 | 300 |
| MICHIGAN PUBLIC HEALTH INSTITUTE | |||||||
| 2436 WOODLAKE CIR STE 300 | OKEMOS | MI | 48864 | PC | GRANT REFUND | -$1,437 | |
| NATIONAL FOUNDATION FOR THE CTRS FOR DISEASE CONTR & PREVENTION INC | |||||||
| 600 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30308 | PC | HEALTH ACTION ALLIANCE | $500,000 | |
| NEW BRUNSWICK TOMORROW | |||||||
| 390 GEORGE STREET 2ND FLOOR | NEW BRUNSWICK | NJ | 08901 | PC | NEW BRUNSWICK HEALTHY HOUSING COLLABORATIVE | $100,000 | |
| NEW BRUNSWICK TOMORROW | |||||||
| 390 GEORGE STREET 2ND FLOOR | NEW BRUNSWICK | NJ | 08901 | PC | NEW BRUNSWICK HOUSING POLICY PROJECT | $20,000 | |
| PARKSIDE BUSINESS AND COMMUNITY IN PARTNERSHIP | |||||||
| 1487 KENWOOD AVENUE | CAMDEN | NJ | 08103 | PC | ROOTS TO PREVENTION | $100,000 | |
| PEE DEE COMMUNITY ACTION PARTNERSHIP | |||||||
| 2685 S IRBY ST | FLORENCE | SC | 29505 | PC | MARION COUNTY CREATING HEALTHY FOOD ENVIRONMENTS (CHFE) PROJECT | $100,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||||
| 1055 COMMONWEALTH AVENUE RM 1150 | BOSTON | MA | 02215 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PUBLIC GOOD PROJECTS | |||||||
| 2308 MOUNT VERNON AVE SUITE 758 | ALEXANDRIA | VA | 22301 | PC | HELPING PUBLIC HEALTH LEADERS COMMUNICATE EFFECTIVELY AND CONSISTENTLY | $50,000 | |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 107085931 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| SEA EDUCATION ASSOCIATION INC | |||||||
| 171 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SHERIFF'S MEADOW FOUNDATION | |||||||
| PO BOX 1088 SUITE 403 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| SOVEREIGN MILITARY ORDER OF MALTA FEDERAL ASSOCIATION USA | |||||||
| 1730 M ST NW SUITE 403 | WASHINGTON | DC | 200364566 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| SUDBURY VALLEY TRUSTEES INC | |||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE CATHOLIC DISTANCE UNIVERSITY | |||||||
| 300 SOUTH GEORGE STREET | CHARLES TOWN | WV | 25414 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | PC | THE BURDEN OF MENTAL HEALTH DURING COVID-19: CLIMB WAVE 2 & 3 | $50,000 | WEST ENTRANCE |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY | |||||||
| 225 W VINE ST | MILWAUKEE | WI | 53212 | PC | BUILD SHERMAN PARK | $20,000 | |
| UNIVERSITY OF MIAMI | |||||||
| 1320 SOUTH DIXIE HIGHWAY GOT 652 | CORAL GABLES | FL | 33129 | PC | GRANT REFUND | -$13,988 | |
| UNIVERSITY OF WASHINGTON | |||||||
| 301 GERBERDING HALL BOX 351230 | SEATTLE | WA | 98195 | PC | STAFFING UP: DETERMINING PUBLIC HEALTH WORKFORCE RATIOS NEEDED TO SERVE THE NATION | $200,000 | |
| VIRGINIA HEALTH CARE FOUNDATION | |||||||
| 707 E MAIN ST SUITE 1350 | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| VOSE RIVER CHARITABLE FUND | |||||||
| 7501 WISCONSIN AVENUE SUITE 1310E | BETHESDA | MD | 20814 | PC | GENERAL OPERATING SUPPORT FOR BUILD HEALTH CHALLENGE | $330,000 | |
| VOSE RIVER CHARITABLE FUND | |||||||
| 7501 WISCONSIN AVENUE SUITE 1310E | BETHESDA | MD | 20814 | PC | GENERAL OPERATING SUPPORT FOR CITYHEALTH | $1,443,600 | |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | |||||||
| 1400 16TH ST NW STE 740 | WASHINGTON | DC | 200362217 | PC | MEMBERSHIP RENEWAL 2021 | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,339,620 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||
| 2231 CRYSTAL DR SUITE 450 | ARLINGTON | VA | 22202 | PC | ASTHO WORKFORCE DEVELOPMENT SUPPORT FOR DE BEAUMONT CENTER FOR WORKFORCE | $140,000 |
| CHANGELAB SOLUTIONS | ||||||
| 2201 BROADWAY SUITE 502 | OAKLAND | CA | 94612 | PC | PROGRAM SUPPORT FOR THE BUILD HEALTH CHALLENGE | $34,500 |
| DREXEL UNIVERSITY | ||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | MANAGEMENT OF BCHC DATA PLATFORM | $185,000 |
| EQUAL MEASURE | ||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | PC | EVALUATION SUPPORT FOR THE BUILD HEALTH CHALLENGE | $25,000 |
| NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES | ||||||
| 1515 POYDRAS STREET | NEW ORLEANS | LA | 70112 | PC | PUBLIC HEALTH LEARNING NAVIGATOR: ADVANCING THE STRATEGIC CAPACITY OF THE PUBLIC HEALTH WORKFORCE | $125,000 |
| VOSE RIVER CHARITABLE FUND | ||||||
| 7501 WISCONSIN AVENUE SUITE 1310E | BETHESDA | MD | 20814 | PC | GENERAL OPERATING SUPPORT FOR CITYHEALTH | $56,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $565,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $890,596 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,003 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,775,159 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,666,763 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,666,763 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE ROBERT WOOD JOHNSON FOUNDATION | ||||||
| 1 | ROUTE 1 COLLEGE ROAD EAST | PRINCETON | NJ | 08543 | $73,120 | Yes (X) |
| W K KELLOGG FOUNDATION | ||||||
| 2 | 1 MICHIGAN AVENUE | EAST BATTLE CREEK | MI | 04901 | $575,000 | Yes (X) |
| BLUE SHIELD OF NORTH CAROLINA FOUNDATION | ||||||
| 3 | PO BOX 2291 | DURHAM | NC | 27702 | $200,000 | Yes (X) |
| BLUE SHIELD OF CALIFORNIA FOUNDATION | ||||||
| 4 | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | $100,000 | Yes (X) |
| NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS | ||||||
| 5 | 1201 I STREET NW SUITE 400 | WASHINGTON | DC | 20005 | $303,000 | Yes (X) |
| CDC FOUNDATION | ||||||
| 6 | 600 PEACHTREE ST NE 1000 | ATLANTA | GA | 30308 | $356,286 | Yes (X) |
| METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC | ||||||
| 7 | 4507 MEDICAL DRIVE | SAN ANTONIO | TX | 78229 | $100,000 | Yes (X) |
| EPISCOPAL HEALTH FOUNDATION | ||||||
| 8 | 500 FANNIN STREET SUITE 300 | HOUSTON | TX | 77002 | $150,000 | Yes (X) |
| LINCOLN INSTITUTE | ||||||
| 9 | 740 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | $7,500 | Yes (X) |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | ||||||
| 10 | 2501 FARAWAY DRIVE | COLUMBIA | SC | 29223 | $400,000 | Yes (X) |
| COMMUNITIES FOUNDATION OF TEXAS | ||||||
| 11 | 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | $125,000 | Yes (X) |
| KRESGE FOUNDATION | ||||||
| 12 | 3215 W BIG BEAVER ROAD | TROY | MI | 48084 | $300,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,315 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 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. | ElectionDesc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ROYALTIES | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (43 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAMAS OPPORTUNITIES LP - CCA | AT COST | $0 | $152,611 |
| ADAMAS PARTNERS, LP | AT COST | $0 | $168,670 |
| AETHER REAL ASSETS FD III-CCA | AT COST | $1,596,578 | $1,527,660 |
| ALTIMETER GROWTH PART FUND VI | AT COST | $747,633 | $747,633 |
| ALTIMETER PARTNERS FUND LP | AT COST | $10,000,000 | $11,248,810 |
| AMERICAN SECURITIES PARTNER VII LP | AT COST | $3,029,637 | $4,277,505 |
| AMERICAN SECURITIES PARTNER VIII LP | AT COST | $3,212,867 | $3,746,383 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE | AT COST | $3,711,975 | $4,978,489 |
| ARROWSTREET CAP GLB ALL CTRY AL EX | AT COST | $15,000,000 | $15,000,000 |
| ASPEX GLOBAL FUND | AT COST | $3,500,000 | $3,500,000 |
| AUDAX PRIVATE EQUITY FUND VI-A LP | AT COST | $1,071,650 | $2,124,447 |
| CENDANA INTERNATIONAL II LP | AT COST | $300,000 | $373,836 |
| DAVIDSON KEMPNER INST PTNRS - CLIENT | AT COST | $5,000,000 | $8,696,355 |
| DRAGONEER GBL OFFSHORE FEEDER II LP | AT COST | $3,050,000 | $3,050,000 |
| EQT INFRA IV (NO. 2) USD SCSP. | AT COST | $2,185,846 | $2,722,473 |
| ETON PARK OVERSEES FUND, LTD. | AT COST | $2,896 | $1,875 |
| FIDELITY INTERMEDIATE TREASURY BOND | AT COST | $2,743 | $2,738 |
| FPA CRESCENT PORTFOLIO CI I | AT COST | $7,651,102 | $9,376,279 |
| GENERATION LM ASIA FUND LP | AT COST | $2,000,000 | $2,419,208 |
| GENERATION LM GLOBAL EQUITY FUND LLC | AT COST | $4,000,000 | $5,723,368 |
| GREENSPRING SECONDARY FUND V CAYMAN | AT COST | $403,000 | $403,000 |
| HIGHFIELDS CAPITAL LTD-CCA | AT COST | $27,870 | $7,184 |
| ISHARES MSCI ACWI ETF | AT COST | $18,263,571 | $19,307,495 |
| LEGACY VENTURE IX, LLC | AT COST | $1,718,766 | $2,905,077 |
| LEGACY VENTURE VII, LLC | AT COST | $545,306 | $5,284,865 |
| LEGACY VENTURE VIII, LLC | AT COST | $1,898,633 | $5,102,504 |
| LEGACY VENTURE X, LLC | AT COST | $625,000 | $645,823 |
| LONE PINE CAPITAL LLC | AT COST | $10,000,000 | $10,109,230 |
| NEWBURY EQ PARTNERS III-CCA | AT COST | $1 | $3,012,721 |
| ROCK SPRINGS CAP OFFSHORE FD | AT COST | $5,000,000 | $5,000,000 |
| SUMMIT PARTNERS GROWTH EQUITY IX-A | AT COST | $289,725 | $1,898,483 |
| SUMMIT PARTNERS GROWTH EQUITY X-A | AT COST | $1,729,375 | $2,087,449 |
| TA XIII-B LP | AT COST | $1,777,500 | $3,226,191 |
| TA XIV-B LP | AT COST | $810,000 | $810,000 |
| TIGER GLOBAL LONG OPPORTUNITIES LTD | AT COST | $10,000,000 | $10,082,385 |
| VANGUARD SHORT TERM TREASURY ADM | AT COST | $14,784,257 | $14,619,345 |
| VARDE FUND XIII (B) (FEEDER) LP | AT COST | $1,413,836 | $1,742,525 |
| VARDE INVESTMENT PARTNERS OFFSHORE | AT COST | $4,000,000 | $5,878,724 |
| VIKING GLOBAL OPP III LP | AT COST | $10,000,000 | $10,652,870 |
| WELLINGTON US RESEARCH EQ EXTEND | AT COST | $7,000,000 | $12,074,776 |
| WHEELOCK STREET REAL ESTATE FD V LP | AT COST | $1,112,856 | $2,153,804 |
| WHEELOCK STREET REAL ESTATE FD VI LP | AT COST | $645,202 | $622,060 |
| WHI REAL ESTATE PARTNERS IV-TE LP | AT COST | $587,100 | $1,010,905 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,549 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,549 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| D&O INSURANCE | $5,940 | $0 | $5,940 |
| CORPORATE FILING FEES | $493 | $493 | $0 |
| RESEARCH AND EVALUATION | $226,055 | $0 | $226,055 |
| DUES AND SUBSCRIPTIONS | $70,590 | $0 | $70,590 |
| EDUCATION & PROFESSIONAL DEVELOPMENT | $84,774 | $2,967 | $81,807 |
| INFORMATION TECHNOLOGY | $152,448 | $0 | $152,448 |
| ACCOUNTING SERVICES | $36,611 | $21,966 | $14,645 |
| MISCELLANEOUS | $38,954 | $0 | $38,954 |
| OFFICE EXPENSES | $66,360 | $0 | $66,360 |
| LOSS ON DISPOSALS | $445 | $0 | $445 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $1,003 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,003 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO VOSE RIVER CHARITABLE FUND | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $56,400 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $2,137,885 | $0 | $2,137,885 |
| INVESTMENT MANAGEMENT FEES | $521,830 | $521,830 | $0 |
| PAYROLL SERVICE FEES | $27,571 | $0 | $27,571 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $244,476 | Amt |
| Net Investment Income | $8,557 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $235,919 | DisbursementsCharitablePrpsAmt |