Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$262,837,303
J 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) 543,519
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5 5  
4 Dividends and interest from securities... 919,984 1,779,796  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,973,965
b Gross sales price for all assets on line 6a 58,601,807
7 Capital gain net income (from Part IV, line 2)... 11,501,038
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)....... 835 3,438,413  
12 Total. Add lines 1 through 11........ 10,438,308 16,719,252  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 987,018 101,649   885,369
14 Other employee salaries and wages...... 2,743,054 83,192   2,659,862
15 Pension plans, employee benefits....... 351,797 2,986   348,811
16a Legal fees (attach schedule)......... 26,077 0   26,077
b Accounting fees (attach schedule)....... 45,066 0   45,066
c Other professional fees (attach schedule).... 2,529,347 450,600   2,078,747
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,051,488 89,582   205,145
19 Depreciation (attach schedule) and depletion... 167,259 0  
20 Occupancy.............. 400,000 0   400,000
21 Travel, conferences, and meetings....... 310,426 14,602   295,824
22 Printing and publications.......... 112,038 0   112,038
23 Other expenses (attach schedule)....... 815,851 1,268,349   783,779
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,539,421 2,010,960   7,840,718
25 Contributions, gifts, grants paid....... 2,884,751 2,884,751
26 Total expenses and disbursements. Add lines 24 and 25 12,424,172 2,010,960   10,725,469
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,985,864
b Net investment income (if negative, enter -0-) 14,708,292
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 3,388,942 2,334,950 2,334,950
2 Savings and temporary cash investments......... 21,208,293 5,574,952 5,574,952
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   21,296 21,296
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 40,701,673 Click to see attachment
List of Attached Documents:
// Content
44,347,131
41,094,737
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 117,993,252 Click to see attachment
List of Attached Documents:
// Content
128,347,804
212,781,613
14 Land, buildings, and equipment: basis right arrow988,962
Less: accumulated depreciation (attach schedule) right arrow640,268 392,836 348,694 348,694
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
13,156
Click to see attachment
List of Attached Documents:
// Content
681,061
Click to see attachment
List of Attached Documents:
// Content
681,061
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 183,698,152 181,655,888 262,837,303
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
56,400
Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 56,400 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 183,318,472 181,646,285
25 Net assets with donor restrictions............ 323,280 9,603
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 183,641,752 181,655,888
30 Total liabilities and net assets/fund balances (see instructions). 183,698,152 181,655,888
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
183,641,752
2
Enter amount from Part I, line 27a .....................
2
-1,985,864
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
181,655,888
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
181,655,888
Form 990-PF (2022)
Form 990-PF (2022)
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   2022-01-01 2022-12-31
b TRANSFERS IN (CAPITAL GAINS) DISTRIBUTIONS   2022-01-01 2022-12-31
c CAPITAL GAIN FROM K-1 - PARTNERSHIP   2022-01-01 2022-12-31
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 58,601,807   49,627,842 8,973,965
b       0
c 2,527,073     2,527,073
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       8,973,965
b       0
c       2,527,073
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 11,501,038
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 204,445
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 204,445
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- ..... 5 204,445
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 158,079
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 165,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 323,079
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 118,634
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow118,634 Refundedright arrow 11 0
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, 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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.DEBEAUMONT.ORG
14
The books are in care ofright arrowARIEL MOYER COO Telephone no.right arrow (301) 961-4948

Located atright arrow7501 WISCONSIN AVENUE SUITE 1310EBETHESDAMD ZIP+4right arrow20814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
BRIAN C CASTRUCCI DRPH PRESIDENT & CEO
40.00
363,547 49,003 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
ARIEL MOYER CHIEF OPERATING OFFICER
40.00
264,750 37,218 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
JAMES B SPRAGUE MD CHAIR
10.00
125,000 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
GREGORY WAGNER DIRECTOR
1.00
40,000 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
CAROL MASSONI DIRECTOR
1.00
25,000 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
CLARION JOHNSON MD DIRECTOR
1.00
25,000 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
PATRICE HARRIS MD DIRECTOR
1.00
25,000 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
CARA HUTCHINS DIRECTOR
1.00
20,000 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
MURRAY BRENNAN GNZM MD FACS DIRECTOR
1.00
12,500 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
BRIEN O'BRIEN DIRECTOR
1.00
0 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
LEROY PARKER MD DIRECTOR
1.00
0 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
RICHARD BURNES DIRECTOR
1.00
0 0 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
JOHN STEVENS MD 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
MARK MILLER VP, COMMUNICATIONS
40.00
238,275 29,208 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
CHRISTINA JULIANO DIRECTOR, BCHC
40.00
184,846 20,605 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
CATHERINE PATTERSON CO-ED, CITYHEALTH
40.00
166,279 20,767 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
KATRINA FORREST CO-ED, CITYHEALTH
40.00
166,279 19,965 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
JAMILA PORTER CHIEF OF STAFF
40.00
167,500 18,001 0
7501 WISCONSIN AVENUE
BETHESDA,MD20814
Total number of other employees paid over $50,000...................right arrow 24
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISOR 423,315
125 HIGH STREET
BOSTON,MA02110
METEORITE LLC PROGRAM SERVICES 350,000
145 S FAIRFAX AVENUE SUITE 910
LOS ANGELES,CA90036
BURNESS COMMUNICATIONS PROGRAM SERVICES 260,198
7910 WOODMONT AVENUE
BETHESDA,MD10036
FENTON COMMUNICATIONS PROGRAM SERVICES 173,156
630 9TH AVENUE SUITE 910
NEW YORK,NY10036
ASTON CARTER INC STAFFING SUPPORT 164,180
7310 PARKWAY DRIVE
HANOVER,MD21076
Total number of others receiving over $50,000 for professional services.............right arrow21
Part VIII-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 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. 433,286
2 THE PUBLIC HEALTH WORKFORCE INTERESTS AND NEEDS SURVEY (PH WINS) IS THE ONLY NATIONALLY REPRESENTATIVE SOURCE OF DATA ABOUT THE GOVERNMENTAL PUBLIC HEALTH WORKFORCE. WITH DETAILED DATA ON DEMOGRAPHICS AND TRENDS, THE SURVEY HELPS AGENCIES IDENTIFY, QUANTIFY, AND MEET THE NEEDS OF THEIR EMPLOYEES AND COMMUNITIES. 409,742
3 THE HEALTH ACTION ALLIANCE (HAA), A COALITION OF LEADING BUSINESS, COMMUNICATIONS, AND PUBLIC HEALTH ORGANIZATIONS. HAA HELPS THE BUSINESS COMMUNITY IMPROVE THE HEALTH OF EMPLOYEES, CUSTOMERS, AND COMMUNITIES BY PROMOTING DISEASE PREVENTION AT A SYSTEMS LEVEL; ADVANCING HEALTH EQUITY; RESTORING TRUST IN SCIENCE; AND STRENGTHENING PUBLIC HEALTH TO BECOME BETTER PREPARED IN THE FUTURE. 399,463
4 CITYHEALTH ADVANCES A PACKAGE OF EVIDENCE-BASED POLICY SOLUTIONS THAT WILL HELP MILLIONS OF PEOPLE LIVE LONGER, BETTER LIVES IN VIBRANT, PROSPEROUS COMMUNITIES. 345,133
Part VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
42,200,297
b
Average of monthly cash balances.......................
1b
15,208,665
c
Fair market value of all other assets (see instructions)................
1c
212,781,613
d
Total (add lines 1a, b, and c).........................
1d
270,190,575
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
270,190,575
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,052,859
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
266,137,716
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,306,886
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
13,306,886
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
204,445
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
16,286
c
Add lines 2a and 2b............................
2c
220,731
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,086,155
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
13,086,155
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 XII, line 1 ...
7
13,086,155
Part XI
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
10,725,469
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
10,725,469
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 13,086,155
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020...... 2,805,748
e From 2021...... 4,395,073
f Total of lines 3a through e ........ 7,200,821
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 10,725,469
a Applied to 2021, 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 attachment
List of Attached Documents:
// Content
293,500
d Applied to 2022 distributable amount..... 10,431,969
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 2,654,186 2,654,186
(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 4,840,135
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
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) .......
293,500
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
4,546,635
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020.... 162,345
d Excess from 2021.... 4,395,073
e Excess from 2022.... 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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 SUITE 1040
BROOKLYN,NY11231
  PC GENERAL OPERATING SUPPORT 12,500

AMERICAN PUBLIC HEALTH ASSOCIATION

800 I STREET NW
WASHINGTON,DC20001
  PC HEALING THROUGH POLICY 550,000

AMERICAN PUBLIC HEALTH ASSOCIATION

800 I STREET NW
WASHINGTON,DC20001
  PC SUPPORT FOR APHA 2022 CONFERENCE 68,275

ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES FOUNDATION

1330 BRADDOCK PLACE SUITE 300
ALEXANDRIA,VA22314
  PC MOVING BUSINESS UPSTREAM 20,000

ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS

2231 CRYSTAL DRIVE SUITE 450
ARLINGTON,VA22202
  PC ASTHO WORKFORCE DEVELOPMENT SUPPORT FOR DE BEAUMONT CENTER FOR WORKFORCE 140,000

BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC

780 ALBANY STREET
BOSTON,MA02118
  PC GENERAL OPERATING SUPPORT 5,000

CABIN CREEK HEALTH SYSTEMS

104 ALEX LANE
CHARLESTON,WV25304
  PC GENERAL OPERATING SUPPORT 5,000

CATHOLIC GUARDIAN SERVICES

1011 FIRST AVE 10TH FL
NEW YORK,NY10022
  PC GENERAL OPERATING SUPPORT 10,000

CHANGELAB SOLUTIONS

2201 BROADWAY SUITE 502
OAKLAND,CA94612
  PC PROGRAM SUPPORT FOR THE BUILD HEALTH CHALLENGE 60,000

CHANGELAB SOLUTIONS

2201 BROADWAY SUITE 502
OAKLAND,CA94612
  PC PROGRAM SUPPORT FOR THE BUILD HEALTH CHALLENGE 34,500

COUNCIL ON FOUNDATIONS INC

1255 23RD STREET NW SUITE 200
WASHINGTON,DC20037
  PC MEMBERSHIP RENEWAL 2022/2023 9,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA022155450
  PC GENERAL OPERATING SUPPORT 10,000

DREXEL UNIVERSITY

3141 CHESTNUT STREET
PHILADELPHIA,PA19104
  PC BIG CITIES HEALTH COALITION/DREXEL URBAN HEALTH COLLABORATIVE PARTNERSHIP 150,000

DREXEL UNIVERSITY

3141 CHESTNUT STREET
PHILADELPHIA,PA19104
  PC MANAGEMENT OF BCHC DATA PLATFORM 185,000

DREXEL UNIVERSITY

3141 CHESTNUT STREET
PHILADELPHIA,PA19104
  PC BIG CITIES HEALTH COALITION/DREXEL URBAN HEALTH COLLABORATIVE PARTNERSHIP 50,000

ENVIRONMENTAL HEALTH WATCH INC

4600 EUCLID AVENUE SUITE 320-322
CLEVELAND,OH44103
  PC CENTRAL KINSMAN FOOD COOPERATIVE PLANNING 7,500

EQUAL MEASURE

520 WALNUT ST SUITE 1450
PHILADELPHIA,PA19106
  PC SPARK & EQUAL MEASURE 25,000

FRIENDS OF BOSTON HOMELESS INC

12 WISE ST
BOSTON,MA02130
  PC GENERAL OPERATING SUPPORT 15,000

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVENUE NW SUITE
1100
WASHINGTON,DC20036
  PC GENERAL OPERATING SUPPORT 5,000

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVENUE NW SUITE
1100
WASHINGTON,DC20036
  PC MEMBERSHIP RENEWAL 2022/2023 15,000

MASSACHUSETTS AUDUBON SOCIETY INC

208 SOUTH GREAT ROAD
LINCOLN,MA01773
  PC GENERAL OPERATING SUPPORT 5,000

MENTAL HEALTH ASSOCIATION OKLAHOMA

5330 E 31ST STREET SUITE 1000
TULSA,OK74135
  PC GENERAL OPERATING SUPPORT 5,000

MICHIGAN PUBLIC HEALTH INSTITUTE

2436 WOODLAKE CIR STE 300
OKEMOS,MI48864
  PC GENERAL OPERATING SUPPORT 5,000

NATIONAL ASSOCIATION OF COUNTY AND CITY HEALTH OFFICIALS

1201 EYE STREET NW FOURTH FLOOR
WASHINGTON,DC20005
  PC GENERAL OPERATION SUPPORT 100,000

NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES

1515 POYDRAS STREET
NEW ORLEANS,LA70112
  PC ADVANCING THE STRATEGIC CAPACITY OF THE PUBLIC HEALTH WORKFORCE 125,000

NEIGHBORWORKS AMERICA (NEIGHBORHOOD REINVESTMENT CORP)

999 NORTH CAPITOL STREET NE SUITE
900
WASHINGTON,DC20002
  PC TO PROVIDE TECHNICAL ASSISTANCE TO BUILD 52,167

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVENUE RM 1150
BOSTON,MA02215
  PC GENERAL OPERATING SUPPORT 5,000

SEA EDUCATION ASSOCIATION INC

171 WOODS HOLE ROAD
FALMOUTH,MA02540
  PC GENERAL OPERATING SUPPORT 25,000

SHERIFF'S MEADOW FOUNDATION

PO BOX 1088 SUITE 403
VINEYARD HAVEN,MA02568
  PC GENERAL OPERATING SUPPORT 25,000

US ALCHOHOL POLICY ALLIANCE

3736 BEE CAVES ROAD STE 1 224
WEST LAKE HILLS,TX78746
  PC SUPPORT FOR CONFERENCE 20,000

VOSE RIVER CHARITABLE FUND

7501 WISCONSIN AVENUE SUITE 1310E
BETHESDA,MD20814
  PC GENERAL OPERATING SUPPORT FOR CITYHEALTH 1,335,000

WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS

1400 16TH ST NW STE 740
WASHINGTON,DC200362217
  PC MEMBERSHIP RENEWAL 2022 5,000
Total .................................right arrow 3a 3,083,942
bApproved for future payment

ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES FOUNDATION
1330 BRADDOCK PLACE SUITE 300
ALEXANDRIA,VA22314
  PC MOVING BUSINESSES UPSTREAM: FOSTERING COLLABORATION HUBS 20,000
Total ................................. right arrow 3b 20,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 5  
4 Dividends and interest from securities ....     14 919,984  
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 .....     15 835  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 8,973,965  
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 9,894,789 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,894,789
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2022
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
DE BEAUMONT FOUNDATION INC
 
Employer identification number
04-3467074
Part I
Contributors
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
CDC FOUNDATION
 
600 PEACHTREE STREET NE 1000
 
ATLANTA, GA30308

$ 165,019


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
COMMUNITIES FOUNDATION OF TEXAS
 
5500 CARUTH HAVEN LN
 
DALLAS, TX75225

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
KELLOGG FOUNDATION
 
ONE MICHIGAN AVENUE
 
EAST BATTLE CREEK, MI49017

$ 200,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
NACCHO
 
1201 I ST NW 400
 
WASHINGTON, DC20005

$ 35,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
ROBERT WOOD JOHNSON FOUNDATION
 
50 COLLEGE ROAD EAST
 
PRINCETON, NJ08540

$ 93,500


(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.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 45,066 0   45,066

TY 2022 DistributionFromCorpusElection
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Election:
PURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2) DE BEAUMONT FOUNDATION, INC. HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. THIS ELECTION IS BEING MADE FOR THE BENEFIT OF ITS FOUNDATION CONTRIBUTORS IN ORDER FOR THEM TO OBTAIN QUALIFYING DISTRIBUTION TREATMENT FOR THEIR CONTRIBUTIONS.

TY 2022 InvestmentsCorpStockSchedule
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY INTERMEDIATE TREASURY BOND 2,782 2,390
FPA CRESCENT PORTFOLIO CI I 11,016,659 11,655,212
ISHARES MSCI ACWI ETF 18,263,571 15,492,722
VANGUARD SHORT TERM TREASURY ADM 15,064,119 13,944,413

TY 2022 InvestmentsOtherSchedule2
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCOLADE PARTNERS VII-A LP AT COST 1,045,092 4,479,921
ACCOLADE PARTNERS VIII-G, L.P. AT COST 750,000 750,000
ADAMAS OPPORTUNITIES LP - CCA AT COST 0 157,315
AETHER REAL ASSETS FD III-CCA AT COST 1,537,414 1,479,807
ALTIMETER GROWTH PART FUND VI AT COST 879,689 883,293
ALTIMETER PARTNERS FUND LP AT COST 10,000,000 5,241,690
AMERICAN SECURITIES PARTNER VII LP AT COST 2,972,169 5,274,370
AMERICAN SECURITIES PARTNER VIII LP AT COST 4,255,425 4,337,861
ANCHORAGE CAPITAL PARTNERS OFFSHORE AT COST 1,609,190 2,247,080
ARROWSTREET CAP GLB ALL CTRY AL EX AT COST 15,000,000 13,590,600
ASPEX GLOBAL FUND AT COST 7,000,000 6,988,417
AUDAX PRIVATE EQUITY FUND VI-A LP AT COST 1,112,248 2,860,652
CENDANA CAPITAL V, L.P. AT COST 195,000 195,000
CENDANA INTERNATIONAL II LP AT COST 450,000 508,157
DAVIDSON KEMPNER INST PTNRS - CLIENT AT COST 5,000,000 8,586,745
DRAGONEER GBL OFFSHORE FEEDER II LP AT COST 3,414,652 2,208,638
DURABLE CAPITAL OFFSHORE FUND LTD AT COST 10,000,000 8,694,550
EQT INFRA IV (NO. 2) USD SCSP. AT COST 2,204,109 2,824,352
ETON PARK OVERSEES FUND, LTD. AT COST 2,896 1,833
GENERATION LM ASIA FUND LP AT COST 2,000,000 2,008,636
GENERATION LM GLOBAL EQUITY FUND LLC AT COST 4,000,000 4,284,196
GREENSPRING SECONDARY FUND V CAYMAN AT COST 886,600 1,308,312
LEGACY VENTURE IX, LLC AT COST 2,068,766 4,269,517
LEGACY VENTURE VII, LLC AT COST 184,466 4,517,188
LEGACY VENTURE VIII, LLC AT COST 1,855,693 5,363,471
LEGACY VENTURE X, LLC AT COST 1,150,000 1,097,880
LEGACY VENTURE XI, LLC AT COST 100,000 98,836
LONE PINE CAPITAL LLC AT COST 10,000,000 7,032,090
NEWBURY EQ PARTNERS III-CCA AT COST 150,394 70,046,354
ROCK SPRINGS CAP OFFSHORE FD AT COST 7,000,000 5,467,700
SUMMIT PARTNERS GROWTH EQUITY IX-A AT COST 439,016 7,919,772
SUMMIT PARTNERS GROWTH EQUITY X-A AT COST 1,963,868 2,252,631
SUMMIT PARTNERS GROWTH EQUITY XI-A AT COST 339,831 339,831
TA XIII-B LP AT COST 1,867,500 3,832,465
TA XIV-B LP AT COST 1,740,000 1,537,194
TIGER GLOBAL LONG OPPORTUNITIES LTD AT COST 10,000,000 2,834,472
TRUEBRIDGE GLOBAL PREMIER AT COST 415,000 415,000
VARDE FUND XIII (B) (FEEDER) LP AT COST 2,401,336 2,726,088
VARDE INVESTMENT PARTNERS OFFSHORE AT COST 1,184,844 1,699,873
VIKING GLOBAL OPP III LP AT COST 10,000,000 9,699,630
WHEELOCK STREET REAL ESTATE FD V LP AT COST 344,362 1,029,335
WHEELOCK STREET REAL ESTATE FD VI LP AT COST 825,370 1,084,620
WHI REAL ESTATE PARTNERS IV-TE LP AT COST 2,874 606,241

TY 2022 LegalFeesSchedule
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 26,077 0   26,077


TY 2022 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
DUE FROM VOSE RIVER CHARITABLE FUND   667,905 667,905


TY 2022 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 13,099 0   13,099
CORPORATE FILING FEES 622 0   622
RESEARCH AND EVALUATION 340,545 0   340,545
DUES AND SUBSCRIPTIONS 54,182 0   54,182
EDUCATION & PROFESSIONAL DEVELOPMENT 109,501 3,833   105,668
INFORMATION TECHNOLOGY 101,217 0   101,217
ACCOUNTING SERVICES 46,685 28,011   18,674
MISCELLANEOUS 1,743 0   1,743
OFFICE EXPENSES 148,029 0   148,029
FINES & PENALTIES 228 0   0
PARTNERSHIP EXPENSES 0 1,236,505   0


TY 2022 OtherIncomeSchedule2
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 835 835 835
OTHER INCOME FROM K-1S   3,518,412  
RENTAL LOSS FROM K-1S   -80,834  


TY 2022 OtherLiabilitiesSchedule
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Description Beginning of Year - Book Value End of Year - Book Value
DUE TO VOSE RIVER CHARITABLE FUND 56,400 0


TY 2022 OtherProfessionalFeesSchedule
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 2,045,530 0   2,045,530
INVESTMENT MANAGEMENT FEES 450,600 450,600   0
PAYROLL SERVICE FEES 33,217 0   33,217


TY 2022 TaxesSchedule
Name:
DE BEAUMONT FOUNDATION INC
EIN:
04-3467074
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS INCOME TAX 40,222 0   0
EXCISE TAX 798,680 0   0
FOREIGN TAXES 0 82,141   0
PAYROLL TAXES 212,586 7,441   205,145