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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE ROBBINS-DE BEAUMONT FOUNDATION
C/O JOHN K GRAHAM MANAGER
Number and street (or P.O. box number if mail is not delivered to street address)SULLIVAN WORCESTER LLP 1 PO SQ
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6719809
B Telephone number (see instructions)

(617) 338-2800
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$16,678,290J Accounting method:
 
(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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 121,124 121,124  
4 Dividends and interest from securities... 157,399 157,399  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,390,045
b Gross sales price for all assets on line 6a 3,878,871
7 Capital gain net income (from Part IV, line 2)... 1,390,045
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........ 1,668,568 1,668,568  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,978 9,596   38,382
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,578 0   13,578
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
124,379 55,974   68,405
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,235 1,434   1,801
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197,170 67,004   122,166
25 Contributions, gifts, grants paid....... 724,750 724,750
26 Total expenses and disbursements. Add lines 24 and 25 921,920 67,004   846,916
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 746,648
b Net investment income (if negative, enter -0-) 1,601,564
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 338,972 117,609 117,609
2 Savings and temporary cash investments.........      
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,711,298 Click to see attachment
List of Attached Documents:
// Content
4,202,650 		4,171,425
b Investments—corporate stock (attach schedule)....... 3,750,223 Click to see attachment
List of Attached Documents:
// Content
3,392,870 		11,785,195
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).......... 509,304 Click to see attachment
List of Attached Documents:
// Content
343,312 		604,061
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,309,797 8,056,441 16,678,290
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)    
23 Total liabilities (add lines 17 through 22)......... 0 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...........    
25 Net assets with donor restrictions............    
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........ 6,877,552 6,877,552
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 432,245 1,178,889
29 Total net assets or fund balances (see instructions)..... 7,309,797 8,056,441
30 Total liabilities and net assets/fund balances (see instructions). 7,309,797 8,056,441
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
7,309,797
2
Enter amount from Part I, line 27a .....................
2
746,648
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,056,445
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,056,441
Form 990-PF (2024)
Form 990-PF (2024)
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 54 SHS. ADOBE SYS INC. P 2024-03-05 2024-11-05
b 200 SHS. AMERICAN TOWER CORP. P 2023-07-19 2024-03-05
c 1,494 SHS. KENVUE INC. P 2023-10-05 2024-03-05
d 400 SHS. NEXTERA ENERGY P 2023-07-19 2024-03-05
e 100,000 U.S. TREAS NOTES 91282CFN6 P 2023-10-10 2024-09-30
100 SHS. AMERICAN TOWER CORP. P 2023-04-10 2024-03-05
150 SHS. BLACKROCK INC. P 2017-04-05 2024-03-05
258 SHS. CATERPILLAR INC. P 2013-04-10 2024-03-05
100 SHS. COSTCO WHOLESALE CORP. P 2014-11-05 2024-03-05
10 SHS. META PLATFORMS INC P 2013-11-08 2024-03-05
40 SHS. META PLATFORMS INC P 2013-12-18 2024-03-05
100 SHS. META PLATFORMS INC P 2013-11-08 2024-07-18
100 SHS. META PLATFORMS INC P 2013-11-08 2024-11-05
50 SHS. GOLDMAN SACHS GROUP P 2016-06-30 2024-11-05
100 SHS. GOLDMAN SACHS GROUP P 2016-10-12 2024-11-05
506 SHS. KENVUE INC. P 2011-12-16 2024-03-05
275 SHS. LOWES COMPANIES INC. P 2012-12-04 2024-11-05
1750.09 SHS. PRIMECAP ODYSSEY AGGRESSIVE GROWTH P 2013-11-08 2024-03-05
454.08 SHS. PRIMECAP ODYSSEY AGGRESSIVE GROWTH P 2013-11-08 2024-03-05
157.58 SHS. PRIMECAP ODYSSEY AGGRESSIVE GROWTH P 2013-12-10 2024-03-05
4.88 SHS. PRIMECAP ODYSSEY AGGRESSIVE GROWTH P 2013-12-31 2024-03-05
465.02 SHS. PRIMECAP ODYSSEY AGGRESSIVE GROWTH P 2014-12-16 2024-03-05
181.29 SHS. PRIMECAP ODYSSEY AGGRESSIVE GROWTH P 2015-01-21 2024-03-05
806.95 SHS. T ROWE PRICE NEW HORIZONS P 2012-03-29 2024-03-05
821.10 SHS. T ROWE PRICE NEW HORIZONS P 2014-12-15 2024-03-05
28.21 SHS. T ROWE PRICE NEW HORIZONS P 2015-12-15 2024-03-05
248 SHS. VERALTO CORP. P 2016-03-07 2024-03-05
42 SHS. ACCENTURE PLC P 2017-12-12 2024-11-05
1,000 SHS. ABB LTD. P 2020-06-23 2024-03-05
700 SHS. ABB LTD. P 2020-06-23 2024-07-18
146 SHS. ADOBE SYS INC. P 2023-07-19 2024-11-05
250 SHS. ALPHABET INC. P 2005-12-09 2024-07-18
250 SHS. ALPHABET INC. P 2005-12-09 2024-11-05
150 SHS. BLACKSTONE GROUP INC. P 2022-05-18 2024-11-05
200 SHS. BLACKSTONE GROUP INC. P 2022-08-18 2024-11-05
2,000 SHS. CVS HEALTH CORP. P 2005-12-09 2024-05-24
90 SHS. CVS HEALTH CORP. P 2006-09-15 2024-05-24
250 SHS. WALT DISNEY CO P 2002-08-26 2024-07-18
750 SHS. WALT DISNEY CO P 2002-08-26 2024-11-05
388 SHS. EXXON MOBIL CORP. P 2022-05-18 2024-03-05
100 SHS. EXXON MOBIL CORP. P 2022-02-22 2024-11-05
200 SHS. EXXON MOBIL CORP. P 2022-05-18 2024-11-05
125 SHS. GOLDMAN SACHS GROUP P 2020-06-23 2024-11-05
500 SHS. NEXTERA ENERGY INC P 2020-06-23 2024-03-05
800 SHS. NIKE INC. CL B P 2022-05-18 2024-07-18
350 SHS. NIKE INC. CL B P 2022-10-20 2024-07-18
235 SHS. NVIDIA CORP. P 2018-06-15 2024-03-05
400 SHS. NVIDIA CORP. P 2018-06-15 2024-07-18
100 SHS. NVIDIA CORP. P 2018-10-08 2024-07-18
500 SHS. NVIDIA CORP. P 2018-10-08 2024-11-05
460 SHS. PEPSICO INC. D 1993-02-04 2024-07-18
270 SHS. PROCTER & GAMBLE CO. P 2005-10-01 2024-03-05
75 SHS. PROCTER & GAMBLE CO. P 2009-07-24 2024-03-05
299.54 SHS. T ROWE PRICE NEW HORIZONS P 2011-11-28 2024-03-05
200 SHS. UNION PACIFIC P 2010-06-22 2024-07-18
300,000 U.S. TREAS NOTES 0.375% 11/30/2025 P 2021-04-29 2024-07-18
300,000 U.S. TREAS NOTES 0.500% 02/28/2026 P 2021-04-29 2024-07-18
300,000 U.S. TREAS NOTES 0.250% 03/15/2024 P 2021-04-29 2024-03-15
300,000 U.S. TREAS NOTES 3.000% 06/30/2024 P 2022-08-18 2024-07-01
200,000 U.S. TREAS NOTES 09/30/2024 P 2023-02-08 2024-09-30
110 SHS. ACCENTURE PLC P 2018-06-15 2024-03-05
158 SHS. ACCENTURE PLC P 2018-06-15 2024-11-05
CAPITAL GAINS DIVIDENDS P    
(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 26,212   29,294 -3,082
b 41,054   38,043 3,011
c 28,382   29,686 -1,304
d 22,032   28,920 -6,888
e 100,000   99,023 977
20,527   7,980 12,547
123,582   57,742 65,840
85,826   22,348 63,478
75,755   13,655 62,100
4,884   477 4,407
19,536   2,178 17,358
47,435   4,767 42,668
57,232   4,767 52,465
26,148   7,406 18,742
52,296   16,951 35,345
9,613   4,018 5,595
73,635   9,813 63,822
75,849   50,000 25,849
19,680   12,973 6,707
6,830   4,552 2,278
212   145 67
20,154   14,458 5,696
7,857   5,818 2,039
47,263   29,028 18,235
48,092   34,589 13,503
1,652   1,197 455
21,914   5,901 16,013
14,573   6,404 8,169
45,420   21,266 24,154
37,848   14,886 22,962
70,870   77,771 -6,901
44,223   2,592 41,631
42,574   2,592 39,982
25,306   15,179 10,127
33,741   20,341 13,400
112,077   55,940 56,137
5,043   3,183 1,860
24,187   4,142 20,045
72,358   12,427 59,931
40,828   35,204 5,624
11,879   7,645 4,234
23,757   18,146 5,611
65,369   25,584 39,785
27,540   30,429 -2,889
58,246   87,802 -29,556
25,483   30,492 -5,009
199,900   15,652 184,248
47,935   2,664 45,271
11,984   663 11,321
69,873   3,316 66,557
78,582   6 78,576
42,922   8,731 34,191
11,923   1,267 10,656
17,544   10,304 7,240
48,569   7,487 41,082
282,808   294,750 -11,942
280,886   295,406 -14,520
300,000   299,531 469
300,000   298,774 1,226
200,000   198,834 1,166
41,200   17,931 23,269
54,821   25,756 29,065
44,950     44,950
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       -3,082
b       3,011
c       -1,304
d       -6,888
e       977
      12,547
      65,840
      63,478
      62,100
      4,407
      17,358
      42,668
      52,465
      18,742
      35,345
      5,595
      63,822
      25,849
      6,707
      2,278
      67
      5,696
      2,039
      18,235
      13,503
      455
      16,013
      8,169
      24,154
      22,962
      -6,901
      41,631
      39,982
      10,127
      13,400
      56,137
      1,860
      20,045
      59,931
      5,624
      4,234
      5,611
      39,785
      -2,889
      -29,556
      -5,009
      184,248
      45,271
      11,321
      66,557
      78,576
      34,191
      10,656
      7,240
      41,082
      -11,942
      -14,520
      469
      1,226
      1,166
      23,269
      29,065
      44,950
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 1,390,045
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
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 22,262
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 22,262
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 22,262
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,737
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 8,737
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 13,525
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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
 
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:
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 arrowMA
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 2024 or the taxable year beginning in 2024? 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
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.RDBFOUNDATION.ORG
14
The books are in care ofright arrowJOHN K GRAHAM ESQ Telephone no.right arrow (617) 338-2800

Located atright arrowSULLIVAN WORCESTER LLP 1 POSTOFFICE SQBOSTONMA ZIP+4right arrow02109
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
CAROL MASSONI TRUSTEE
2.00 		23,989 0 0
29 BROOK STREET
EASTHAMPTON,MA01027
CORNELIUS J MURRAY III TRUSTEE
2.00 		23,989 0 0
ONE POST OFFICE SQUARE
BOSTON,MA02109
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
3  
4  
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 (2024)
Form 990-PF (2024)
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
15,941,344
b
Average of monthly cash balances.......................
1b
345,691
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,287,035
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
16,287,035
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
244,306
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,042,729
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
802,136
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
802,136
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
22,262
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,262
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
779,874
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
779,874
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
779,874
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
846,916
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
846,916
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 779,874
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 73,623
c From 2021......  
d From 2022...... 448,119
e From 2023......  
f Total of lines 3a through e ........ 521,742
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 846,916
a Applied to 2023, 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)........ 		0
d Applied to 2024 distributable amount..... 779,874
e Remaining amount distributed out of corpus 67,042
5 Excess distributions carryover applied to 2024. 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 5 588,784
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		588,784
10 Analysis of line 9:
a Excess from 2020.... 73,623
b Excess from 2021....  
c Excess from 2022.... 448,119
d Excess from 2023....  
e Excess from 2024.... 67,042
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN K GRAHAM THE ROBBINS-DE BEAUMO
ONE POST OFFICE SQUARE SUITE 1321
BOSTON,MA02109
(617) 338-2800
JGRAHAM@RDBFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE BY INVITATION ONLY
cAny submission deadlines:
CONCEPT PAPER SUBMISSIONS ARE ACCEPTED BY INVITATION ONLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
EDUCATIONAL PURPOSES.
Form 990-PF (2024)
Form 990-PF (2024)
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

BANNER LAKE CLUB

12212 SE LANTANA AVE
HOBE SOUND,FL33455 		  PUBLIC CHARITY GENERAL 35,000

BERKSHIRE ENVIRONMENTAL ACTION TEAM

20 CHAPEL STREET
PITTSFIELD,MA012028502 		  PUBLIC CHARITY GENERAL 25,000

BLACK HERITAGE TRAIL OF NEW HAMPSHIRE

222 COURT ST
PORTSMOUTH,NH03801 		  PUBLIC CHARITY GENERAL 44,150

CRAFTNOW PHILADELPHIA

100 S JUNIPER ST OFFICE 510
PHILADELPHIA,PA19107 		  PUBLIC CHARITY GENERAL 25,000

FLIGHT EXPERIENCE FOR YOUTH

PO BOX 123
WARREN,VT05674 		  PUBLIC CHARITY GENERAL 7,000

GREAT FALLS PUBLIC SCHOOLS FOUNDATION

1100 4TH STREET SOUTH
GREAT FALLS,MT59405 		  PUBLIC CHARITY GENERAL 95,000

GREAT FALLS SYMPHONY ASSOCIATION

11 3RD ST N
GREAT FALLS,MT59401 		  PUBLIC CHARITY GENERAL 30,000

GREENAGERS INC

62 UNDERMOUNTAIN RD PO BOX 157
SOUTH EGREMONT,MA01258 		  PUBLIC CHARITY GENERAL 30,000

HORIZONS AT CAROLINA (CAROLINA DAY SCHOOL)

1345 HENDERSONVILLE RD
ASHEVILLE,NC28803 		  PUBLIC CHARITY GENERAL 18,000

HURRICANE ISLAND

19 COMMERCIAL STREET
ROCKLAND,ME04841 		  PUBLIC CHARITY GENERAL 20,000

JESUS HOUSE OF HOPE

2484 SE BONITA STREET
STUART,FL34997 		  PUBLIC CHARITY GENERAL 15,000

LAKE CHAMPLAIN MARITIME MUSEUM

4472 BASIN HARBOR RD
VERGENNES,VT05491 		  PUBLIC CHARITY GENERAL 35,000

MY HOMECOURT INC

16 EDDY STREET
N PROVIDENCE,RI02911 		  PUBLIC CHARITY GENERAL 55,000

POST-LANDFILL ACTION NETWORK (PLAN)

1 WASHINGTON ST SUITE 3123
DOVER,NH03820 		  PUBLIC CHARITY GENERAL 30,000

RICARDO O'GORMAN GARDEN

23 W 129TH ST
NEW YORK,NY10027 		  PUBLIC CHARITY GENERAL 10,600

UTEC

PO BOX 7066
LOWELL,MA01852 		  PUBLIC CHARITY GENERAL 25,000

CHANGE IS SIMPLE INC

100 CUMMINGS CENTER SUITE 227Q
BEVERLY,MA01915 		  PUBLIC CHARITY GENERAL 70,000

THE GUNDALOW COMPANY

60 MARCY STREET
PORTSMOUTH,NH03801 		  PUBLIC CHARITY GENERAL 100,000

COLLEGE FOR SOCIAL INNOVATION

21 HAWTHORN ROAD
BROOKLINE,MA02445 		  PUBLIC CHARITY GENERAL 25,000

CENTER FOR PLANT CONSERVATION

4651 SHAW AVENUE
ST LOUIS,MO63110 		  PUBLIC CHARITY GENERAL 15,000

HOPE RURAL SCHOOL

15929 SW 150TH STREET
INDIANTOWN,FL34956 		  PUBLIC CHARITY GENERAL 15,000
Total .................................right arrow 3a 724,750
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 121,124  
4 Dividends and interest from securities ....     14 157,399  
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 1,390,045  
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 1,668,568 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,668,568
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SULLIVAN & WORCESTER LLP 13,578 0   13,578

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
Name of Stock End of Year Book Value End of Year Fair Market Value
JOHNSON & JOHNSON 64,894 149,971
PROCTER & GAMBLE CO. 12,246 121,546
BERKSHIRE HATHAWAY CLASS B 21,401 339,960
PEPSICO INC. 6 76,030
APPLE COMPUTER INC 10,966 1,033,734
ALPHABET INC (FORMERLY GOOGLE A) 36,117 662,550
UNION PACIFIC CORP. 37,436 228,040
NOVARTIS AG SPONS ADR 35,524 78,237
LOWES COS INC 43,610 327,010
VISA INC CL A 30,350 268,634
AMERICAN TOWER REIT 73,487 183,410
CATERPILLAR INC. 59,013 253,932
HONEYWELL INTERNATIONAL INC. 87,815 265,647
META PLATFORMS (F/K/A FACEBOOK INC.) 38,136 468,408
COSTCO WHOLESALE CORP. 54,619 366,508
AMAZON.COM INC. 143,176 625,262
CHUBB LTD. 61,094 151,965
GOLDMAN SACHS GROUP INC. 44,436 171,786
DANAHER CORP. 44,765 171,015
THERMO FISHER SCIENTIFIC INC. 56,435 208,092
MICROSOFT CORP. 222,516 1,011,600
JP MORGAN CHASE 135,799 345,182
ACCENTURE PLC 76,240 175,895
MERCK & CO. INC. 125,197 198,960
NVIDIA CORP. 45,312 1,208,610
NEXTERA ENERGY INC. 141,097 193,563
ABB LTD. 84,574 236,324
MASTERCARD INC CL A 98,455 155,338
WALMART INC. 86,621 182,959
ASML HLDG N V N Y REGISTRY SHS NEW 160,406 187,132
BLACKSTONE GROUP INC COM CL A 88,938 172,420
CHEVRON 184,504 189,885
EXXON MOBILE CORP. 122,326 172,112
INTUITIVE SURGICAL INC. 97,131 234,882
SCHLUMBERGER LTD. COM. 79,786 73,805
ELI LILLY & CO. 119,026 173,700
SERVICENOW INC. 131,654 212,024
WASTE MANAGEMENT INC 95,721 110,985
SPOTIFY TECHNOLOGY 49,602 67,107
TJX COS. 79,345 84,567
NETFLIX INC. 105,487 133,698
UNITED RENTALS 107,607 112,710

TY 2024 InvestmentsGovtObligationsSch
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
US Government Securities - End of Year Book Value:

4,202,650
US Government Securities - End of Year Fair Market Value:

4,171,425
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
T ROWE PRICE NEW HORIZONS FUND AT COST 176,285 293,782
PRIMECAP ODYSSEY AGGR GRTH AT COST 167,027 310,279

TY 2024 OtherDecreasesSchedule
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
Description Amount
ROUNDING 4


TY 2024 OtherExpensesSchedule
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2023 MA FORM PC - FILING FEE 70 0   70
FOREIGN TAXES 1,220 1,220   0
MISCELLANEOUS INVESTMENT EXPENSE 214 214   0
TRAVEL REIMBURSEMENTS 1,731 0   1,731


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 55,974 55,974   0
MANAGER FEES 66,170 0   66,170
TIDAL MEDIA GROUP - WEBSITE 2,235 0   2,235


TY 2024 TaxesSchedule
Name:
THE ROBBINS-DE BEAUMONT FOUNDATION
 
C/O JOHN K GRAHAM MANAGER
EIN:
04-6719809
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 EXCISE TAX PAYMENT 8,000 0   0