DE BEAUMONT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DE BEAUMONT FOUNDATION INC (EIN 04-3467074)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349100128
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T07:33:48-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043467074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE BEAUMONT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBE | BusinessNameControlTxt |
| Phone | 3019615800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE NO 1310E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARIEL MOYER | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 3019615800 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.48.156.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 07:24:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 87826B80F82B7742AC94E6ED7EC5993094E974B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $191,118,310 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,567,998 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $91 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,793,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,793,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,516,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,986,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,516,854 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,878,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,310,878 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $794,589 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,336 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $762,253 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,020,951 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $122,646 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,898,305 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $400,273 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $400,273 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,794 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,794 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,980,899 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $354,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,626,134 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $79,367 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $288,733 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $288,733 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $676,951 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $20,451 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $656,500 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $146,509 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $146,509 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $942,349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,595 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $920,754 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,488,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $551,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,759,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,007,987 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,007,987 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,495,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $551,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,767,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,617,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,759,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,621,989 | CashBOYAmt |
| Cash EOY | $3,874,637 | CashEOYAmt |
| Cash EOYFMV | $3,874,637 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,506,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,196,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,196,759 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $137,772,435 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,313,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $184,765,431 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $506,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $238,071 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $153,065 | LandBOYAmt |
| Land EOY | $268,327 | LandEOYAmt |
| Land EOYFMV | $268,327 | LandEOYFMVAmt |
| Other Assets BOY | $13,156 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,156 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,156 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $156,067,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,666,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $191,118,310 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $155,837,837 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $151,937,437 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $229,396 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $728,611 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,067,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,666,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $156,067,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,666,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,067,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,617,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $215,936 | OtherIncreasesAmt |
| Subtotal | $152,666,048 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $152,666,048 | 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 | $54,986,375 | GrossSalesPriceAmt |
| Cost Or Other Basis | $51,469,521 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,516,854 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,516,854 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,516,854 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,251,754 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $186,744,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065607 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,285,634 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $181,969,486 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,833,876 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $168,109,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,998,211 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $178,494,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,714,359 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $186,159,866 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041439 | DistributionYr5Rt |
| Total Distribution | 0.294674 | TotalDistributionRt |
| Average Distribution | 0.058935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $154,485,646 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,104,612 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,162,203 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,767,367 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $57,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,465 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $88,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,465 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81,874 | OverpaymentAmt |
| Applied To ES Tax | $81,874 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DEBEAUMONT.ORG | WebsiteAddressTxt |
| Individual With Books | ARIEL MOYER | IndividualWithBooksNm |
| Phone | 3019614948 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1310E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | $304,363 | $19,000 | $0 |
| ARIEL MOYER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | COO | 40.00 | $230,283 | $8,444 | $0 |
| JAMES B SPRAGUE MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | CHAIRMAN | 10.00 | $125,000 | $0 | $1,862 |
| CAROL MASSONI | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| JOHN AUERBACH | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| CARA HUTCHINS | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| GREGORY WAGNER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | DIRECTOR | 1.00 | $20,000 | $0 | $0 |
| MURRAY BRENNAN MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VICE CHAIRMAN | 1.00 | $12,500 | $0 | $0 |
| LEROY PARKER MD | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| 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 |
| BRIEN O'BRIEN | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE SELLERS | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VP, IMPACT | 40.00 | $208,220 | $19,000 | $0 |
| MARK MILLER | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | VP, COMMUNICATIONS | 40.00 | $195,188 | $25,000 | $0 |
| EMILY YU | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | ED, BUILD HEALTH CHA | 40.00 | $194,597 | $17,961 | $0 |
| KRISTINA RISLEY | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | MANAGING DIR, WORKFO | 40.00 | $170,619 | $909 | $0 |
| CHRISTINA JULIANO | ||||||||
| 7501 WISCONSIN AVENUE | BETHESDA | MD | 20814 | ED, BIG CITIES HEALT | 40.00 | $136,700 | $16,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ & ASSOCIATES INC | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT ADVISOR | $213,727 |
| DBA SPARK POLICY INSTITUTE | |||||
| 2717 WELTON STREET | DENVER | CO | 80205 | EVALUATION | $197,048 |
| HARDER COMPANY COMMUNITY RESEARCH | |||||
| 299 KANSAS STREET | SAN FRANCISCO | CA | 94103 | EVALUATION | $160,000 |
| KELLY & ASSOCIATES INSURANCE GROUP INC | |||||
| 11300 ROCKVILLE PIKE SUITE 900 | ROCKVILLE | MD | 20852 | BENEFIT ADMINISTRATOR | $157,945 |
| STARFISH MEDIA GROUP | |||||
| 134 WEST 26TH ST SUITE 1150 | NEW YORK | NY | 10001 | PROGRAM SERVICES | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 13 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BUILD HEALTH CHALLENGE RESEARCH PROGRAM: DESIGN AND IMPLEMENT A COMPREHENSIVE QUALITATIVE AND QUANTITATIVE RESEARCH AND EVALUATION PLAN TO SUPPORT THE BUILD HEALTH CHALLENGE PROJECT. FINDINGS INFLUENCE TECHNICAL ASSISTANCE PROVIDED TO BUILD SITES AND ENABLE GRANTEES TO FORM BETTER, MORE-EFFECTIVE CROSS-SECTOR PARTNERSHIPS. | Description1Txt |
| Expenses1 | $197,525 | Expenses1Amt |
| Description2 | BUSINESS AND PUBLIC HEALTH SUMMIT: THE GOAL OF THE SUMMIT WAS TO HELP IDENTIFY POSSIBLE PATHS FOR FUTURE FUNDING TO BRIDGE THE WORK OF PUBLIC HEALTH AND THE BUSINESS SECTOR. SPECIFICALLY, THE MEETING BROUGHT TOGETHER LEADERS FROM THE PUBLIC HEALTH AND BUSINESS SECTORS TO BETTER UNDERSTAND THE NEED, FACILITATORS, AND BARRIERS TO DEVELOPING AN IMPACTFUL PARTNERSHIP. | Description2Txt |
| Expenses2 | $189,575 | 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 | $171,257 | Expenses3Amt |
| Description4 | BIG CITIES HEALTH COALITION: DESIGN AND IMPLEMENT A COMPREHENSIVE COMMUNICATIONS STRATEGY TO SUPPORT THE BIG CITIES HEALTH COALITION. WORK SUPPORTS AND PROMOTES INFORMATION FROM LOCAL PUBLIC HEALTH DEPARTMENTS | Description4Txt |
| Expenses4 | $98,677 | 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 | $141,734,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,104,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,838,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,838,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,352,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,485,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,724,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,724,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,591 | TotalTaxAmt |
| Distributable Before Adj | $7,666,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,666,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,666,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,767,367 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,767,367 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $57,591 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,709,776 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,666,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,292,264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,292,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,767,367 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,802,145 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,666,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,298,531 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,392,940 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $3,094,409 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,298,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,298,531 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR HEALTHY CITIZENS | ||||||||
| 200 E SECOND AVE | GASTONIA | NC | 28052 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC | ||||||||
| 495A HENRY ST 1040 | BROOKLYN | NY | 11231 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| AMERICAN COLLEGE OF PREVENTATIVE MEDICINE | ||||||||
| 455 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT DEVELOPMENT OF A TOOL TO PROMOTE EDUCATION AND UNDERSTANDING OF THE SOCIAL DETERMINANTS OF PUBLIC HEALTH | $100,000 | 200 |
| AMERICAN PUBLIC HEALTH ASSOCIATION INC | ||||||||
| 800 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT APHA'S ANNUAL MEETING | $40,000 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION INC | ||||||||
| 800 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION RELATED TO IMPROVING PUBLIC HEALTH | $12,500 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION INC | ||||||||
| 800 I STREET NW | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT APHA ANNUAL MEETING | $160,000 | |
| ASIAN AMERICAN HEALTH COALITION OF GREATER HOUSTON INC | ||||||||
| PO BOX 1098 | ALIEF | TX | 77411 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT THE PUBLIC HEALTH WORKFORCE INTEREST NEEDS SURVEY | $45,176 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT WORKFORCE DEVELOPMENT | $140,000 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT THE ASTHO ANNUAL MEETING | $62,500 | |
| AVENUE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 2505 WASHINGTON AVENUE SUITE 400 | HOUSTON | TX | 77007 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $25,000 | |
| BAYOU DISTRICT FOUNDATION | ||||||||
| 320 JULIA ST | NEW ORLEANS | LA | 70130 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| BIPARTISAN POLICY CENTER | ||||||||
| 1225 EYE ST NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PC | TO CONDUCT RESEARCH AROUND COLLABORATION OPPORTUNTIES BETWEEN THE BUSINESS SECTOR AND PUBLIC HEALTH | $100,000 | |
| CABIN CREEK HEALTH CENTER INC | ||||||||
| 104 ALEX LN | CHARLESTON | WV | 25304 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE INC | ||||||||
| 777 NORTH CAPITOL STREET NE SUITE | WASHINGTON | DC | 20002 | NONE | PC | TO CONDUCT RESEARCH AROUND COLLABORATION STRATEGIES BETWEEN THE BUSINESS SECTOR AND PUBLIC HEALTH | $98,780 | 500 |
| CHANGELAB SOLUTIONS | ||||||||
| 2201 BROADWAY SUITE 502 | OAKLAND | CA | 94612 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $400,000 | |
| CHILDREN'S LAW CENTER INC | ||||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||||
| 1127 E MAIN STE 100 | KERRVILLE | TX | 78028 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS | ||||||||
| 2635 CENTURY PARKWAY NE SUITE 700 | ATLANTA | GA | 30345 | NONE | PC | TO CONDUCT RESEARCH AND EDUCATION RELATED TO IMPROVING PUBLIC HEALTH AND HEALTH SECURITY | $56,000 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CROSSROADS COMMUNITY SERVICES INC | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| DANA-FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DELTA HEALTH ALLIANCE INC | ||||||||
| 435 STONEVILLE ROAD | STONEVILLE | MS | 38776 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO SUPPORT EDUCATION AROUND PUBLIC HEALTH POLICY IN LARGE URBAN CITIES IN THE US | $25,000 | |
| DUKE UNIVERSITY | ||||||||
| ALUMNI DEVELOPMENT RECORDS | DURHAM | NC | 27708 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $91,904 | |
| EAST BAY ASIAN LOCAL DEVELOPMENT CORP | ||||||||
| 1825 SAN PABLO AVENUE SUITE 200 | OAKLAND | CA | 94612 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| EQUAL MEASURE | ||||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $80,000 | |
| EQUAL MEASURE | ||||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $100,000 | |
| FLORIDA PUBLIC HEALTH INSTITUTE INC | ||||||||
| 2701 N AUSTRALIAN AVE SUITE 204 | GREENSBORO | NC | 27401 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $25,000 | |
| FRIENDS OF BOSTON HOMELESS INC | ||||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC | ||||||||
| 58 EDGEWOOD AVE NE 3RD FLOOR | ATLANTA | GA | 30302 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $40,000 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVE NW 1200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $11,500 | |
| GREENSBORO HOUSING COALITION INC | ||||||||
| 1031 SUMMIT AVENUE SUITE 1E-2 | GREENSBORO | NC | 27405 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| PO BOX 871570 | VANCOUVER | WA | 98687 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| HEALTH CARE FOR ALL INC | ||||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HEARTLAND FAMILY SERVICE | ||||||||
| 2101 S 42ND STREET | OMAHA | NE | 68106 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| KENTUCKY PUBLIC HEALTH INSTITUTE | ||||||||
| 140 CONSUMER LANE | FRANKFORT | KY | 40604 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE TO THE PUBLIC HEALTH WORKFORCE | $26,382 | |
| LIVEWELL GREENVILLE | ||||||||
| 225 S PLEASANTBURG DRIVE SUITE A7 | GREENVILLE | SC | 29607 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MICHIGAN PUBLIC HEALTH INSTITUTE | ||||||||
| 2436 WOODLAKE CIR SUITE 300 | OKEMOS | MI | 48864 | NONE | PC | TO SUPPORT HEALTH EQUITY RESEARCH | $109,406 | |
| NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS | ||||||||
| 1201 EYE ST NW FOURTH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE TO THE PUBLIC HEALTH WORKFORCE | $35,021 | |
| NATIONAL LEAGUE OF CITIES | ||||||||
| 660 NORTH CAPITOL ST NW | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION RELATED TO URBAN PUBLIC HEALTH POLICY | $10,000 | |
| NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES | ||||||||
| 1100 POYDRAS STREET SUITE 950 | NEW ORLEANS | LA | 70163 | NONE | PC | TO PROVIDE EDUCATION AND TRAINING SUPPORT TO THE PUBLIC HEALTH WORKFORCE | $200,000 | |
| NEO PHILANTHROPY | ||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CITYHEALTH PROGRAM | $795,693 | |
| NEW BRUNSWICK TOMORROW | ||||||||
| 390 GEORGE STREET 2ND FLOOR | NEW BRUNSWICK | NJ | 08901 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| NORTHERN KENTUCKY REGIONAL ALLIANCE INC | ||||||||
| 50 E RIVERCENTER BLVD STE 250 | COVINGTON | KY | 41011 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $18,994 | |
| PARKSIDE BUSINESS & COMMUNITY IN PARTNERSHIP INC | ||||||||
| 1487 KENWOOD AVENUE | CAMDEN | NJ | 08103 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| PEE DEE COMMUNITY ACTION AGENCY | ||||||||
| 2685 S IRBY ST | FLORENCE | SC | 29505 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| PREVENTION INSTITUTE | ||||||||
| 221 OAK STREET | OAKLAND | CA | 94608 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION RELATED TO PREVENTING VIOLENCE AND IMPROVING SAFETY | $125,000 | |
| PUBLIC HEALTH ACCREDITIATION BOARD | ||||||||
| 1600 DUKE STREET SUITE 200 | ALEXANDRIA | VA | 22314 | NONE | PC | TO SUPPORT THE 10 ESSENTIAL PUBLIC HEALTH SERVICES FUTURES INITIATIVE | $199,631 | |
| SEA EDUCATION ASSOCIATION INC | ||||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SHERIFF'S MEADOW FOUNDATION | ||||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SOCIETY FOR HEALTH COMMUNICATION | ||||||||
| 4901 AVENUE G | AUSTIN | TX | 78751 | NONE | PC | TO SUPPORT ANNUAL NATIONAL SUMMIT FOR HEALTH COMMUNICATION | $2,500 | |
| TIDES CENTER | ||||||||
| 555 12TH STREET FIFTH FLOOR | OAKLAND | CA | 94607 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| TRENTON HEALTH TEAM | ||||||||
| ONE WEST STATE STREET NO 4 FLOOR | TRENTON | NJ | 08608 | NONE | PC | BUILD HEALTH CHALLENGE 2.0 | $28,000 | |
| TRUCKEE MEADOWS HEALTHY COMMUNITIES | ||||||||
| 5050 MEADOWOOD MALL CIRCLE | RENO | NV | 89502 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 25 BUICK STREET | BOSTON | MA | 02215 | NONE | PC | TO SUPPORT CONFERENCE ON CITIES AND HEALTH | $10,000 | |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC | ||||||||
| 225 W VINE ST | MILWAUKEE | WI | 53212 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $150,000 | |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | ||||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $6,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,007,987 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR HEALTHY CITIZENS | ||||||||
| 200 E SECOND AVE | GASTONIA | NC | 28052 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| ASIAN AMERICAN HEALTH COALITION OF GREATER HOUSTON INC | ||||||||
| PO BOX 1098 | ALIEF | TX | 77411 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $65,000 | |
| ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH | ||||||||
| 1900 M STREET NW SUITE 710 | WASHINGTON | DC | 20036 | NONE | PC | ASPPH PUBLIC HEALTH PHILANTHROPY FELLOWSHIP YEARS 2-6 | $225,438 | |
| ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS | ||||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT THE PUBLIC HEALTH WORKFORCE INTEREST NEEDS SURVEY | $420,000 | |
| BAYOU DISTRICT FOUNDATION | ||||||||
| 320 JULIA ST | NEW ORLEANS | LA | 70130 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| CHANGELAB SOLUTIONS | ||||||||
| 2201 BROADWAY SUITE 502 | OAKLAND | CA | 94612 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $600,000 | |
| CHILDREN'S LAW CENTER INC | ||||||||
| 501 3RD STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||||
| 1127 E MAIN STE 100 | KERRVILLE | TX | 78028 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| CROSSROADS COMMUNITY SERVICES INC | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| DELTA HEALTH ALLIANCE INC | ||||||||
| 435 STONEVILLE ROAD | STONEVILLE | MS | 38776 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $72,637 | |
| EAST BAY ASIAN LOCAL DEVELOPMENT CORP | ||||||||
| 1825 SAN PABLO AVENUE SUITE 200 | OAKLAND | CA | 94612 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| EQUAL MEASURE | ||||||||
| 520 WALNUT ST SUITE 1450 | PHILADELPHIA | PA | 19106 | NONE | PC | TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE | $552,330 | |
| GREENSBORO HOUSING COALITION INC | ||||||||
| 1031 SUMMIT AVENUE SUITE 1E-2 | GREENSBORO | NC | 27405 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| PO BOX 871570 | VANCOUVER | WA | 98687 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $16,600 | |
| HEARTLAND FAMILY SERVICE | ||||||||
| 2101 S 42ND STREET | OMAHA | NE | 68106 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| LIVEWELL GREENVILLE | ||||||||
| 225 S PLEASANTBURG DRIVE SUITE A7 | GREENVILLE | SC | 29607 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH ST NW KECK 1057 OFFICE OF | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION TO IMPROVING COMMUNITY HEALTH | $5,000 | CONTRACTS AND GRANTS |
| NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES | ||||||||
| 1100 POYDRAS STREET SUITE 950 | NEW ORLEANS | LA | 70163 | NONE | PC | TO PROVIDE EDUCATION AND TRAINING SUPPORT TO THE PUBLIC HEALTH WORKFORCE | $200,000 | |
| NEW BRUNSWICK TOMORROW | ||||||||
| 390 GEORGE STREET 2ND FLOOR | NEW BRUNSWICK | NJ | 08901 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| PARKSIDE BUSINESS & COMMUNITY IN PARTNERSHIP INC | ||||||||
| 1487 KENWOOD AVENUE | CAMDEN | NJ | 08103 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| PEE DEE COMMUNITY ACTION AGENCY | ||||||||
| 2685 S IRBY ST | FLORENCE | SC | 29505 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| PREVENTION INSTITUTE | ||||||||
| 221 OAK STREET | OAKLAND | CA | 94608 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION RELATED TO PREVENTING VIOLENCE AND IMPROVING SAFETY | $53,499 | |
| PUBLIC HEALTH ACCREDITIATION BOARD | ||||||||
| 1600 DUKE STREET SUITE 200 | ALEXANDRIA | VA | 22314 | NONE | PC | TO SUPPORT THE 10 ESSENTIAL PUBLIC HEALTH SERVICES FUTURES INITIATIVE | $7,500 | |
| TIDES CENTER | ||||||||
| 555 12TH STREET FIFTH FLOOR | OAKLAND | CA | 94607 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $50,000 | |
| TRUCKEE MEADOWS HEALTHY COMMUNITIES | ||||||||
| 5050 MEADOWOOD MALL CIRCLE | RENO | NV | 89502 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC | ||||||||
| 225 W VINE ST | MILWAUKEE | WI | 53212 | NONE | PC | BUILD HEALTH CHALLENGE 3.0 | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,668,004 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,793,933 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,516,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,310,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,310,878 | 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 (11 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 | $729,409 | Yes (X) |
| W K KELLOGG FOUNDATION | ||||||
| 2 | 1 MICHIGAN AVENUE | EAST BATTLE CREEK | MI | 04901 | $562,500 | Yes (X) |
| BLUE CROSS BLUE SHIELD OF NORTH CAROLINA FOUNDATION | ||||||
| 3 | PO BOX 2291 | DURHAM | NC | 27702 | $300,000 | Yes (X) |
| BLUE CROSS BLUE SHIELD OF CALIFORNIA FOUNDATION | ||||||
| 4 | 315 MONTGOMERY STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | $500,000 | Yes (X) |
| NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS | ||||||
| 5 | 1201 I STREET NW SUITE 400 | WASHINGTON | DC | 20005 | $323,589 | Yes (X) |
| THE KRESGE FOUNDATION | ||||||
| 6 | 3215 W BIG BEAVER ROAD | TROY | MI | 48084 | $300,000 | Yes (X) |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA FOUNDATION | ||||||
| 7 | 2501 FARAWAY DRIVE | COLUMBIA | SC | 29223 | $300,000 | Yes (X) |
| COMMUNITIES FOUNDATION OF TEXAS | ||||||
| 8 | 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | $175,000 | Yes (X) |
| METHODIST HEALTHCARE MINISTRIES OF SOUTH TEXAS INC | ||||||
| 9 | 4507 MEDICAL DRIVE | SAN ANTONIO | TX | 78229 | $150,000 | Yes (X) |
| EPISCOPAL HEALTH FOUNDATION | ||||||
| 10 | 500 FANNIN STREET SUITE 300 | HOUSTON | TX | 77002 | $150,000 | Yes (X) |
| MID-IOWA HEALTH FOUNDATION | ||||||
| 11 | 3900 INGERSOLL AVE | DES MOINES | IA | 50312 | $77,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,794 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,794 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REG.53.4942(A)-3(D)(2), DE BEAUMONT FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 CENTURY PARKWAY NE SUITE 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-02-28 | GrantDt |
| Grant | $56,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT PUBLIC HEALTH AND HEALTH SECURITY. $56,000 WAS EXPENDED THROUGH 12/31/2019. | PurposeOfGrantTxt |
| Expended By Grantee | $56,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NOT TO OUR KNOWLEDGE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/2019 | DatesOfReportsByGranteeTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCOLADE PARTNERS VII-A LP | AT COST | $1,312,500 | $1,284,931 |
| ADAMAS OPPORTUNITIES, L.P. | AT COST | $2,763,343 | $3,513,715 |
| ADAMAS PARTNERS, LP | AT COST | $3,006,366 | $3,458,238 |
| AETHER REAL ASSETS FD III-CCA | AT COST | $1,553,938 | $1,637,914 |
| AMERICAN SECURITIES PARTNER VII LP | AT COST | $3,443,171 | $3,362,921 |
| AMERICAN SECURITIES PARTNER VIII LP | AT COST | $37,903 | $37,903 |
| ANCHORAGE CAPITAL PARTNERS OFFSHORE | AT COST | $4,000,000 | $4,385,866 |
| AUDAX PRIVATE EQUITY FUND VI-A LP | AT COST | $145,673 | $169,715 |
| DAVIDSON KEMPNER INST PTNRS | AT COST | $5,000,000 | $7,471,050 |
| EQT INFRA IV (NO. 2) USD SCSP. | AT COST | $592,052 | $500,181 |
| ETON PARK OVERSEES FUND, LTD. | AT COST | $2,896 | $6,400 |
| FIDELITY INTERMEDIATE TREASURY BOND | AT COST | $7,103,020 | $7,475,615 |
| FPA CRESCENT PORTFOLIO CI I | AT COST | $6,281,924 | $7,262,073 |
| GENERATION LM ASIA FUND LP | AT COST | $2,000,000 | $2,000,000 |
| GENERATION LM GLOBAL EQUITY FUND LLC | AT COST | $4,000,000 | $4,000,000 |
| HIGHFIELDS CAPITAL LTD-CCA | AT COST | $157,263 | $229,368 |
| IFP GLOBAL EQUITY LP | AT COST | $5,000,000 | $6,155,410 |
| LEGACY VENTURE IX, LLC | AT COST | $350,000 | $322,596 |
| LEGACY VENTURE VII, LLC | AT COST | $2,194,834 | $4,066,452 |
| LEGACY VENTURE VIII, LLC | AT COST | $1,700,000 | $1,952,878 |
| NEWBURY EQ PARTNERS III-CCA | AT COST | $803,229 | $2,484,004 |
| NYES LEDGE OFFSHORE FUND-CCA | AT COST | $2,000,000 | $2,405,778 |
| PARAMETRICS TAX MANAGED EMERG MKT INS | AT COST | $3,809,327 | $3,796,369 |
| POLUNIN DEV COUNTRIES FUND US | AT COST | $4,963,655 | $5,669,540 |
| SANDERSON INTERNATIONAL VALUE FUND | AT COST | $7,363,696 | $7,300,176 |
| SUMMIT PARTNERS GROWTH EQ FD IX | AT COST | $3,333,908 | $4,542,913 |
| TA XIII-B LP | AT COST | $450,000 | $450,000 |
| VANGUARD EMERGING MARKETS STOCK | AT COST | $4,190,991 | $4,370,254 |
| VANGUARD FTSE ALL WORLD INSTL | AT COST | $31,684,541 | $37,168,258 |
| VANGUARD SMALL CAP INDEX FUND ETF | AT COST | $7,020,774 | $7,650,912 |
| VANGUARD TTL STK MKT IND #855 | AT COST | $17,052,149 | $34,376,430 |
| VARDE FUND XIII (B) (FEEDER) LP | AT COST | $251,336 | $238,811 |
| VARDE INVESTMENT PARTNERS OFFSHORE | AT COST | $4,000,000 | $5,333,686 |
| WELLINGTON US RESEARCH EQ EXTEND | AT COST | $5,000,000 | $5,528,050 |
| WHEELOCK REAL ESTATE V | AT COST | $2,272,208 | $2,310,402 |
| WHI REAL ESTATE PARTNERS IV-TE LP | AT COST | $1,472,472 | $1,846,622 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $32,125 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,125 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $13,156 | BOYBookValueAmt |
| EOY Book Value | $13,156 | EOYBookValueAmt |
| EOYFMV | $13,156 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| D&O INSURANCE | $6,983 | $0 | $6,983 |
| CORPORATE FILING FEES | $500 | $0 | $500 |
| DIRECT CHARITABLE ACTIVITIES | $337,247 | $0 | $337,247 |
| DUES AND SUBSCRIPTIONS | $84,306 | $0 | $84,306 |
| EDUCATION & PROFESSIONAL DEVELOPMENT | $197,894 | $0 | $197,894 |
| INFORMATION TECHNOLOGY | $63,955 | $0 | $63,955 |
| ACCOUNTING SERVICES | $35,992 | $21,595 | $14,397 |
| MISCELLANEOUS | $7,232 | $0 | $7,232 |
| OFFICE EXPENSES | $202,461 | $0 | $202,461 |
| LOSS ON DISPOSAL | $5,779 | $0 | $5,779 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF DISTRIBUTABLE AMOUNT | Desc |
| Amt | $215,936 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $1,604,600 | $0 | $1,604,600 |
| INVESTMENT MANAGEMENT FEES | $354,765 | $354,765 | $0 |
| PAYROLL SERVICE FEES | $21,534 | $0 | $21,534 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $97,470 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |