Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
DE BEAUMONT FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)7501 WISCONSIN AVENUE NO 1310E
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

04-3467074
B Telephone number (see instructions)

(301) 961-5800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$172,208,835J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,326,754
2 Check bullet.............
3 Interest on savings and temporary cash investments 92 92  
4 Dividends and interest from securities... 3,021,380 3,021,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,740,348
b Gross sales price for all assets on line 6a 82,717,924
7 Capital gain net income (from Part IV, line 2)... 6,740,348
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 13,088,574 9,761,820  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 932,362 18,624   913,738
14 Other employee salaries and wages...... 972,490 83,217   889,273
15 Pension plans, employee benefits....... 233,873 0   233,873
16a Legal fees (attach schedule)......... Click to see attachment 47,415 0   47,415
b Accounting fees (attach schedule)....... Click to see attachment 26,554 0   26,554
c Other professional fees (attach schedule).... Click to see attachment 898,075 303,074   595,001
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 96,216 0   0
19 Depreciation (attach schedule) and depletion... 51,286 0  
20 Occupancy.............. 181,831 0   181,831
21 Travel, conferences, and meetings....... 289,912 13,909   276,004
22 Printing and publications.......... 88,200 0   88,200
23 Other expenses (attach schedule)....... Click to see attachment 887,334 19,099   868,235
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,705,548 437,923   4,120,124
25 Contributions, gifts, grants paid....... 8,224,869 8,224,869
26 Total expenses and disbursements. Add lines 24 and 25 12,930,417 437,923   12,344,993
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 158,157
b Net investment income (if negative, enter -0-) 9,323,897
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,649,548 4,621,989 4,621,989
2 Savings and temporary cash investments......... 18,058,016 13,506,588 13,506,588
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 135,041,688 Click to see attachment137,772,435 153,914,037
14 Land, buildings, and equipment: basis bullet320,515
Less: accumulated depreciation (attach schedule) bullet167,450 146,668 153,065 153,065
15 Other assets (describe bullet) Click to see attachment13,156 Click to see attachment13,156 Click to see attachment13,156
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 155,909,076 156,067,233 172,208,835
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 155,888,843 155,837,837
25 Temporarily restricted............... 20,233 229,396
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 155,909,076 156,067,233
31 Total liabilities and net assets/fund balances (see instructions). 155,909,076 156,067,233
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
155,909,076
2
Enter amount from Part I, line 27a .....................
2
158,157
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
156,067,233
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
156,067,233
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 82,717,924   75,977,576 6,740,348
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,740,348
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,740,348
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 12,285,634 181,969,486 0.067515
2016 9,833,876 168,109,756 0.058497
2015 10,998,211 178,494,800 0.061616
2014 7,714,359 186,159,866 0.041439
2013 4,969,136 141,789,561 0.035046
2
Total of line 1, column (d) .....................
2
0.264113
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.052823
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
186,744,389
5
Multiply line 4 by line 3......................
5
9,864,399
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
93,239
7
Add lines 5 and 6........................
7
9,957,638
8
Enter qualifying distributions from Part XII, line 4,.............
8
12,344,993
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 93,239
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 93,239
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 93,239
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 51,924
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,924
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 41,315
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, MD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.DEBEAUMONT.ORG
    14
    The books are in care ofbulletARIEL MOYER Telephone no.bullet (301) 961-4948

    Located atbullet7501 WISCONSIN AVENUE SUITE 1310EBETHESDAMD ZIP+4bullet20814
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES B SPRAGUE MD CHAIRMAN
    10.00     		125,000 1,656 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    MURRAY BRENNAN MD VICE CHAIRMAN
    1.00     		12,500 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    LEROY PARKER MD SECRETARY/TREASURER
    1.00     		0 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    ARIEL MOYER CHIEF OPERATING OFFICER
    40.00     		237,506 11,856 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    BRIAN C CASTRUCCI CHIEF PROGRAM & STRATEGY OFFICER/ CEO
    40.00     		265,174 22,430 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    EDWARD L HUNTER CHIEF EXECUTIVE OFFICER
    40.00     		176,310 9,930 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    BRIEN O'BRIEN DIRECTOR
    1.00     		0 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    CARA HUTCHINS DIRECTOR
    1.00     		25,000 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    CAROL MASSONI DIRECTOR
    1.00     		25,000 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    GREGORY WAGNER DIRECTOR
    1.00     		20,000 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    JOHN AUERBACH DIRECTOR
    1.00     		0 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    JOHN STEVENS DIRECTOR
    1.00     		0 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    RICHARD BURNES DIRECTOR
    1.00     		0 0 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    EMILY YU BUILD EXECUTIVE DIRE
    40.00     		135,135 67,920 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    CATHERINE SELLERS VICE PRESIDENT, IMPA
    40.00     		130,550 3,818 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    MARK MILLER VICE PRESIDENT, COMM
    40.00     		128,307 3,165 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    CATHERINE PATTERSON MANAGING DIRECTOR, U
    40.00     		83,517 20,310 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    ADAM JUDGE SENIOR LEARNING OFFI
    40.00     		92,722 8,646 0
    7501 WISCONSIN AVENUE
    BETHESDA,MD20814
    Total number of other employees paid over $50,000...................bullet 6
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    DBA SPARK POLICY INSTITUTE EVALUATION 234,268
    2717 WELTON STREET
    DENVER,CO80205
    PRIME BUCHHOLZ & ASSOCIATES INC INVESTMENT ADVISOR 220,665
    273 CORPORATE DRIVE
    PORTSMOUTH,NH03801
    DAVIDOFF MISSION-DRIVE BUSINESS STRATEGY PROGRAM CONSULTING 200,386
    125 S CLARK STREET 17TH FLOOR
    CHICAGO,IL60603
    MCCABE MESSAGE PARTBERS COMMUNICATIONS CONSULTING 188,790
    1825 CONNECTICUT AVENUE NW SUITE
    300
    WASHINGTON,DC20009
    RMW CONSULTING EVALUATION 85,000
    3812 FOREST GROVE DRIVE
    ANNANDALE,VA22003
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 BUILD HEALTH CHALLENGE RESEARCH PROGRAM: DESIGN AND IMPLEMENT A COMPREHENSIVE QUALITATIVE AND QUANTITATE 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. 234,268
    2 BUILD HEALTH CHALLENGE COMMUNICATIONS PROGRAM: DESIGN AND IMPLEMENT A COMPREHESIVE COMMUNICATIONS STRATEGY TO SUPPORT THE BUILD HEALTH CHALLENGE PROJECT. WORK SUPPORTS BUILD SITES AND ENABLES GRANTEES TO PROMOTE THEIR PROGRAMS. 188,790
    3 BUSINESS & 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. 200,386
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    166,191,775
    b
    Average of monthly cash balances.......................
    1b
    23,396,437
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    189,588,212
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    189,588,212
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,843,823
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    186,744,389
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,337,219
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,337,219
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    93,239
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    3,150
    c
    Add lines 2a and 2b............................
    2c
    96,389
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    9,240,830
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    9,240,830
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    9,240,830
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    12,344,993
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    12,344,993
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    93,239
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    12,251,754
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 9,240,830
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 1,514,855
    fTotal of lines 3a through e........ 1,514,855
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 12,344,993
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment1,811,899
    d Applied to 2018 distributable amount..... 9,240,830
    e Remaining amount distributed out of corpus 1,292,264
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,619,018
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		3,326,754
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,292,264
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 1,292,264
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALUMNI OF UNIVERSITY OF OTAGO IN AMERICA INC
    495A HENRY ST 1040
    BROOKLYN,NY11231     		NONE PC GENERAL OPERATING SUPPORT 12,500
    AMERICAN ACADEMY OF PEDIATRICS INC
    345 PARK BLVD
    ITASCA,IL60143     		NONE PC TO SUPPORT A GUN INJURY PREVENTION SUMMIT 219,408
    AMERICAN PUBLIC HEALTH ASSOCIATION INC
    800 I STREET NW
    WASHINGTON,DC20001     		NONE PC TO SUPPORT THE POLICY ACTION INSTITUTE 70,000
    AMERICAN PUBLIC HEALTH ASSOCIATION INC
    800 I STREET NW
    WASHINGTON,DC20001     		NONE PC TO SUPPORT THE 2018 ANNUAL MEETING 40,000
    ASSOCIATION OF PUBLIC HEALTH LABORATORIES
    8515 GEORGIA AVE SUITE 700
    SEATTLE,MD20910     		NONE PC TO SUPPORT A PILOT TO IMPLEMENT ELECTRONIC PUBLIC HEALTH CASE REPORTING 304,954
    ASSOCIATION OF PUBLIC HEALTH LABORATORIES
    8515 GEORGIA AVE SUITE 700
    SILVER SPRING,MD20910     		NONE PC GRANT REFUND -43,897
    ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH INC
    1900 M STREET NW SUITE 710
    WASHINGTON,DC20036     		NONE PC GRANT REFUND -4,000
    ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH INC
    1900 M STREET NW SUITE 710
    WASHINGTON,DC20036     		NONE PC PHILANTHROPY FELLOW 210,847
    ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
    2231 CRYSTAL DRIVE SUITE 450
    ARLINGTON,VA22202     		NONE PC TO SUPPORT THE SENIOR DEPOTIES LEADERSHIP PROGRAM 150,000
    ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
    2231 CRYSTAL DRIVE SUITE 450
    ARLINGTON,VA22202     		NONE PC TO SUPPORT PH WINS 95,000
    ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
    2231 CRYSTAL DRIVE SUITE 450
    ARLINGTON,VA22202     		NONE PC TO SUPPORT THE ASTHO ANNUAL MEETING 12,500
    ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
    2231 CRYSTAL DRIVE SUITE 450
    ARLINGTON,VA22202     		NONE PC TO SUPPORT THE ASTHO SENIOR DEPUTIES LEADERSHIP PROGRAM 150,000
    ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
    2231 CRYSTAL DRIVE SUITE 450
    ARLINGTON,VA22202     		NONE PC GRANT REFUND -19,556
    AVENUE CDC
    2505 WASHINGTON AVENUE SUITE 400
    HOUSTON,TX77007     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    CABIN CREEK HEALTH CENTER INC
    PO BOX 70104 ALEX LN
    CHARLESTON,WV25304     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CENTER FOR HEALTH POLICY DEVELOPMENT
    2 MONUMENT SQUARE SUITE 910
    PORTLAND,ME04101     		NONE PC TO SUPPORT RESEARCH AND EDUCATION AROUND PUBLIC HEALTH POLICIES AT THE STATE-LEVEL 218,852
    CHILDREN'S LAW CENTER INC
    501 3RD STREET NW SUITE 800
    WASHINGTON,DC20001     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    CHILDREN'S LAW CENTER INC
    501 3RD STREET NW SUITE 800
    WASHINGTON,DC20001     		  PC BUILD OPPORTUNITY FUND RECIPIENT 25,000
    COLORADO NONPROFIT DEVELOPMENT CENTER
    789 SHERMAN STREET SUITE 250
    DENVER,CO80203     		  PC BUILD HEALTH CHALLENGE 2.0 100,000
    COMMUNITY HEALTH PARTNERSHIP
    PO BOX 249
    COLORADO SPRINGS,CO80901     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS
    2635 CENTURY PARKWAY NE SUITE 700
    ATLANTA,GA30345     		  PC TO SUPPORT THE DIGITAL BRIDGE COLLABORATIVE, WHICH AIMS TO IMPROVE ACCESS TO AND THE EXCHANGE OF HEALTHCARE DATA BETWEEN KEY STAKEHOLDERS 190,000
    COUNCIL ON FOUNDATIONS INC
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202     		NONE PC GENERAL OPERATING SUPPORT 14,600
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001     		NONE PC GENERAL OPERATING SUPPORT 10,000
    DANA-FARBER CANCER INSTITUTE
    44 BINNEY STREET
    BOSTON,MA02115     		NONE PC GENERAL OPERATING SUPPORT 20,000
    DUKE UNIVERSITY
    PO BOX 2914 MEDICAL CENTER
    DURHAM,NC27710     		NONE PC BUILD HEALTH CHALLENGE TECHNICAL ASSISTANCE 375,000
    DUKE UNIVERSITY
    PO BOX 2914 MEDICAL CENTER
    DURHAM,NC27710     		NONE PC PRACTICAL PLAYBOOK PHASE II 175,000
    EAST BAY AGENCY FOR CHILDREN
    303 VAN BUREN AVE
    OAKLAND,CA94610     		NONE PC TO SUPPORT THE MODEL POLICIES AND PRACTICES AWARD 10,000
    ENVIRONMENTAL HEALTH WATCH INC
    5802 DETROIT AVE SUITE 1U
    CLEVELAND,OH44102     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    ENVIRONMENTAL HEALTH WATCH INC
    5802 DETROIT AVE SUITE 1U
    CLEVELAND,OH44102     		NONE PC BUILD OPPORTUNITY FUND RECIPIENT 35,000
    FRIENDS OF BOSTON HOMELESS INC
    12 WISE STREET
    BOSTON,MA02130     		NONE PC GENERAL OPERATING SUPPORT 15,000
    GENERATE HEALTH STL
    1300 HAMPTON AVENUE SUITE 111
    ST LOUIS,MO63139     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1310 L ST NW
    WASHINGTON,DC20005     		NONE PC GENERAL OPERATING SUPPORT 1,920
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUTE AVENUE NW SUITE
    1200
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING SUPPORT 11,500
    GREENSBORO HOUSING COALITION INC
    1031 SUMMIT AVENUE SUITE 1E-2
    GREENSBORO,NC27405     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    INDIANA UNIVERSITY
    400 E 7TH ST ROOM 501
    BLOOMINGTON,IN47405     		NONE PC TO PROVIDE TOOLS, TRAINING AND OTHER SUPPORT FOR STATE PUBLIC HEALTH OFFICIALS 48,500
    JACKSON MEDICAL MALL FOUNDATION
    350 W WOODROW WILSON AVE SUITE 101
    JACKSON,MS39213     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    JEWISH HEALTHCARE FOUNDATION OF PITTSBURGH
    650 SMITHFIELD ST SUITE 2400
    PITTSBURGH,PA15222     		NONE PC TO SUPPORT WOMEN OF IMPACT IN HEALTHCARE, A PUBLIC HEALTH LEADERSHIP COHORT 85,000
    LEGAL AID CHICAGO
    120 S LASHALLE STREET SUITE 900
    CHICAGO,IL60603     		NONE PC BUILD OPPORTUNITY FUND RECIPIENT 50,000
    LOUISIANA PUBLIC HEALTH INSTITUTE
    1515 POYDRAS STREET SUITE 1200
    NEW ORLEANS,LA70112     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    LOUISIANA PUBLIC HEALTH INSTITUTE
    1515 POYDRAS STREET SUITE 1200
    NEW ORLEANS,LA70112     		NONE PC BUILD OPPORTUNITY FUND RECIPIENT 55,770
    MICHIGAN PUBLIC HEALTH INSTITUTE
    2436 WOODLAKE CIR SUITE 300
    OKEMOS,MI48864     		NONE PC TO PROVIDE TECHNICAL ASSISTANCE FOR THE BUILD HEALTH CHALLENGE 187,500
    NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS
    1100 17TH STREET NW 7TH FLOOR
    WASHINGTON,DC20036     		NONE PC TO SUPPORT THE NACCHO ANNUAL CONFERENCE 5,000
    NATIONAL FOUNDATION FOR THE CTRS FOR DISEASE CONTR AND PREVENTION INC
    55 PARK PLACE SUITE 400
    ATLANTA,GA33136     		NONE PC GRAND REFUND -11,681
    NATIONAL OPINION RESEARCH CENTER
    55 E MONROE 20TH FLOOR
    CHICAGO,IL60603     		NONE PC TO SUPPORT THE PH WINS PROGRAM 10,000
    NEO PHILANTHROPY
    45 W 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PC TO SUPPORT THE CITYHEALTH PROGRAM 1,451,767
    NEO PHILANTHROPY
    45 W 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PC GRANT REFUND -191,083
    NEO PHILANTHROPY
    45 W 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PC TO SUPPORT THE ANNUAL US CONFERENCE OF MAYORS 98,958
    NORTH JERSEY HEALTH COLLABORATIVE
    PO BOX 150
    GREEN VILLAGE,NJ07935     		NONE PC BUILD HEALTH CHALLENGE 2.0 99,760
    NORTHERN KENTUCKY REGIONAL ALLIANCE INC
    50 E RIVERCENTER BOULEVARD SUITE
    250
    COVINGTON,KY41011     		NONE PC BUILD HEALTH CHALLENGE 2.0 81,056
    OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA
    2001 EVANS ROAD
    CARY,NC27513     		NONE PC PRACTICAL PLAYBOOK TEXTBOOK 2 12,000
    POLK COUNTY HOUSING TRUST FUND
    505 5TH AVENUE SUITE 1000
    DES MOINES,IA50309     		NONE PC BUILD HEALTH CHALLENGE 2.0 94,900
    POLK COUNTY HOUSING TRUST FUND
    505 5TH AVENUE SUITE 1000
    DES MOINES,IA50309     		NONE PC BUILD OPPORTUNITY FUND RECIPIENT 23,300
    PROJECT DESTINY INC
    2200 CALIFORNIA AVENUE
    PITTSBURGH,PA15212     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    REBUILDING TOGETHER PHILADELPHIA
    4355 ORCHARD STREET SUITE 2R
    PHILADELPHIA,PA19124     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    500 S STATE STREET
    ANN ARBOR,MI48109     		NONE PC TO PROVIDE TECHNICAL ASSISTANCE TO PUBLIC HEALTH AGENICES TO IMPROVE ACCESS TO HEALTH DATA USED TO IMPROVE PUBLIC HEALTH 95,334
    REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES
    10920 WILSHIRE BLVD SUITE 620
    LOS ANGELES,CA90024     		NONE PC TO CONDUCT RESEARCH AND PROVIDE TECHNICAL ASSISTANCE AND IMPLEMENTATION SUPPORT TO PUBLIC HEALTH DEPARTMENTS TO ENCOURAGE CROSS-SECTOR COLLABORATION 248,367
    RENAISSANCE WEST COMMUNITY INITIATIVE
    3610 NOBLES AVENUE
    CHARLOTTE,NC28208     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    SEA EDUCATION ASSOCIATION INC
    PO BOX 6
    WOODS HOLE,MA02543     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SHERIFF'S MEADOW FOUNDATION
    PO BOX 1088
    VINEYARD HAVEN,MA02568     		NONE PC GENERAL OPERATING SUPPORT 25,000
    SISTER CARMEN COMMUNITY CENTER INC
    655 ASPEN RIDGE DRIVE
    LAFAYETTE,CO80026     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    TEXAS DEPARTMENT OF STATE HEALTH SERVICES
    1100 WEST 49TH STREET
    AUSTIN,TX78756     		NONE PC TO SUPPORT THE MODEL POLICIES AND PRACTICES AWARD 10,000
    THE ASPEN INSTITUTE INC
    2300 N STREET SUITE 700
    WASHINGTON,DC20037     		NONE PC TO SUPPORT THE PHRASES PROGRAM 1,529,293
    THE COMMUNITY BUILDERS INC
    185 DARTMOUTH STREET 9TH FLOOR
    BOSTON,MA02116     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    TRENTON HEALTH TEAM INC
    ONE WEST STATE STREET NO 4 FLOOR
    TRENTON,NJ08608     		NONE PC BUILD HEALTH CHALLENGE 2.0 100,000
    TRUSTEES OF TUFTS COLLEGE
    136 HARRISON AVENUE
    BOSTON,MA02111     		NONE PC GENERAL OPERATING SUPPORT 25,000
    TULSAMENTAL HEALTH ASSOCIATION OKLAHOMA
    5330 EAST 31ST STREET SUITE 1000
    TULSA,OK74135     		NONE PC GENERAL OPERATING SUPPORT 5,000
    WAKE FOREST UNIVERSITY HEALTH SCIENCES
    MEDICAL CENTER BOULEVARD
    WINSTONSALEM,NC27157     		NONE PC TO SUPPORT THE DISSEMINATION OF PRACTICE-BASED RESEARCH TO PUBLIC HEALTH PRACTITIONERS 350,000
    WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS
    1400 16TH STREET NW SUITE 740
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING SUPPORT 6,500
    Total .................................bullet 3a 8,224,869
    bApproved for future payment
    ASSOCIATION OF SCHOOLS AND PROGRAMS OF PUBLIC HEALTH INC
    1900 M STREET NW SUITE 710
    WASHINGTON,DC20036     		NONE PC TO SUPPORT THE PUBLIC HEALTH PHILANTHROPY FELLOWSHIP 225,438
    ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS
    2231 CRYSTAL DRIVE SUITE 450
    ARLINGTON,VA22202     		NONE PC TO SUPPORT PH WINS 45,176
    NEO PHILANTHROPY
    45 W 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		NONE PC TO SUPPORT THE CITYHEALTH PROGRAM 795,693
    UNIVERSITY OF MIAMI
    PO BOX 248106
    CORAL GABLES,FL33124     		NONE PC TO SUPPORT THE BUILDING EXPERTISE IN ADMINISTRATION AND MANAGEMENT (BEAM) PROGRAM FOR PUBLIC HEALTH PRACTITIONERS 349,491
    Total .................................bullet 3b 1,415,798
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 92  
    4 Dividends and interest from securities....     14 3,021,380  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 6,740,348  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 9,761,820 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,761,820
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    DE BEAUMONT FOUNDATION INC
     
    Employer identification number

    04-3467074
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    DE BEAUMONT FOUNDATION INC
          		Employer identification number
    04-3467074
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    BLUE SHIELD OF NORTH CAROLINA FOUNDATION
     
    PO BOX 2291
     
    DURHAM, NC27702

    		$ 155,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CAMPBELL SOUP FOUNDATION
     
    1 CAMPBELL PI
     
    CAMDEN, NJ08103

    		$ 54,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    INTERACT FOR HEALTH
     
    3805 EDWARDS ROAD SUITE 500
     
    CINCINNATI, OH45209

    		$ 155,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    TELLIGEN COMMUNITY INITIATIVE
     
    1776 WEST LAKES PARKWAY
     
    WEST DES MOINES, IA50266

    		$ 65,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    THE KRESGE FOUNDATION
     
    3215 W BIG BEAVER ROAD
     
    TROY, MI48084

    		$ 600,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    THE ROBERT WOOD JOHNSON FOUNDATION
     
    ROUTE 1 COLLEGE ROAD EAST
     
    PRINCETON, NJ08543

    		$ 2,109,754


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    DE BEAUMONT FOUNDATION INC
          		Employer identification number
    04-3467074
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    W K KELLOGG FOUNDATION
     
    1 MICHIGAN AVENUE
     
    EAST BATTLE CREEK, MI04901

    		$ 187,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    DE BEAUMONT FOUNDATION INC
          		Employer identification number

    04-3467074
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    DE BEAUMONT FOUNDATION INC
          		Employer identification number

    04-3467074
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 26,554 0   26,554

    TY 2018 DistributionFromCorpusElection
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    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.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADAMAS PARTNERS, LP AT COST 4,000,000 4,131,024
    ADAMAS OPPORTUNITIES, L.P. AT COST 4,000,000 4,262,164
    AETHER REAL ASSETS FD III-CCA AT COST 1,509,814 1,836,129
    AMERICAN SECURITIES PARTNER VII LP AT COST 2,599,213 2,720,458
    ANCHORAGE CAPITAL PARTNERS OFFSHORE AT COST 4,000,000 4,446,261
    DAVIDSON KEMPNER INST PTNRS AT COST 5,000,000 7,113,900
    ETON PARK OVERSEES FUND, LTD. AT COST 14,752 24,487
    FIDELITY INTERMEDIATE TREASURY BOND AT COST 6,300,407 6,327,483
    FPA CRESCENT PORTFOLIO CI I AT COST 5,955,933 6,050,696
    HIGHFIELDS CAPITAL LTD-CCA AT COST 1,492,170 2,036,794
    IFP GLOBAL EQUITY LP AT COST 5,000,000 4,761,470
    LEGACY VENTURE VII, LLC AT COST 2,213,996 3,120,718
    LEGACY VENTURE VIII, LLC AT COST 1,200,000 1,239,056
    NEWBURY EQ PARTNERS III-CCA AT COST 1,495,355 3,076,046
    NYES LEDGE OFFSHORE FUND-CCA AT COST 2,000,000 2,283,588
    PARAMETRICS TAX MANAGED EMERG MKT INS AT COST 6,663,745 6,057,616
    SUMMIT PARTNERS GROWTH EQ FD IX AT COST 2,701,319 3,330,783
    VANGUARD EMERGING MARKETS STOCK AT COST 6,851,701 6,138,118
    VARDE INVESTMENT PARTNERS OFFSHORE AT COST 4,000,000 5,077,459
    WHEELOCK REAL ESTATE V AT COST 1,251,889 1,177,844
    VANGUARD FTSE ALL WORLD INSTL AT COST 33,801,476 33,813,001
    VANGUARD SMALL CAP INDEX FUND ETF AT COST 7,020,774 6,096,618
    VANGUARD STK MKT IND #855 AT COST 19,021,071 30,387,410
    LEGACY VENTURE IX, LLC AT COST 75,000 75,000
    VARDE FUND XIII (B) (FEEDER) LP AT COST 125,000 125,000
    WHI REAL ESTATE PARTNERS IV-TE LP AT COST 1,385,084 1,468,652
    CONVEXITY HOLDBACK AT COST 656,002 656,002
    SANDERSON INTERNATIONAL VALUE FUND AT COST 7,437,734 6,080,260

    TY 2018 LegalFeesSchedule
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 47,415 0   47,415


    TY 2018 OtherAssetsSchedule
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS 13,156 13,156 13,156


    TY 2018 OtherExpensesSchedule
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    D&O INSURANCE 3,261 0   3,261
    DIRECT CHARITABLE ACTIVITIES 615,383 0   615,383
    DUES AND SUBSCRIPTIONS 34,570 0   34,570
    EDUCATION & PROFESSIONAL DEVELOPMENT 89,779 0   89,779
    INFORMATION TECHNOLOGY 13,905 0   13,905
    ACCOUNTING SERVICES 31,832 19,099   12,733
    MISCELLANEOUS 6,051 0   6,051
    OFFICE EXPENSES 92,553 0   92,553


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 578,567 0   578,567
    INVESTMENT MANAGEMENT FEES 303,074 303,074   0
    PAYROLL SERVICE FEES 16,434 0   16,434


    TY 2018 TaxesSchedule
    Name:
    DE BEAUMONT FOUNDATION INC
    EIN:
    04-3467074
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 96,216 0   0