CONTRACTONGOING

Beaumont Continues Public Trust Investment Management Relationship

Disclosed value: $76,885,246.16 market value of fixed-income securities; $676,043.82 cash and equivalents; From agendapacket
Document date: Oct 27, 2025

What it covers

Beaumont continued its investment-management relationship with Public Trust, which managed the City’s fixed-income and cash portfolio valued at more than $77.5 million as of September 30, 2025. The portfolio generated $734,266.89 in net income during the quarter.

Who holds it

Public Trust holds this financial services contract with City of Beaumont. Its other public contracts on record include work for Sanger Isd and Havasupai Elementary School.

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Contract details

Contract type: Financial Services
Amount: $76,885,246.16 market value of fixed-income securities; $676,043.82 cash and equivalents
Document date: October 27, 2025
Vendor: Public Trust
Agency: City of Beaumont
Source document: City of Beaumont AgendaPacket Financial and Audit Committee Meeting 2025-10-27 (AgendaPacket)

Public Trust's other public contracts

City of Beaumont, CaliforniaPublic Trust Continues Managing Beaumont Investment Portfolio · Jul 27, 2026Undisclosed Sanger Isd, TexasPublic Trust Manages Significant District Investment Balance · Jun 1, 2026Undisclosed Havasupai Elementary School, ArizonaPlayground Rebuild Planned With The Public Trust · May 19, 2026Undisclosed City of Martinez, CaliforniaPublic Trust Presents City Quarterly Investment Report · May 6, 2026Undisclosed City of Charles, VirginiaPublic Trust Manages EDA VIP Investments · Apr 9, 2026Undisclosed All Public Trust contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Beaumont?

Public Trust was awarded this financial services contract by City of Beaumont, as recorded on October 27, 2025. The contract value is $76,885,246.16 market value of fixed-income securities; $676,043.82 cash and equivalents.

How much is the Public Trust contract with City of Beaumont worth?

The Public Trust contract with City of Beaumont is valued at $76,885,246.16 market value of fixed-income securities; $676,043.82 cash and equivalents, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in City of Beaumont AgendaPacket Financial and Audit Committee Meeting 2025-10-27 (AgendaPacket), dated October 27, 2025 from City of Beaumont. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Public Trust hold?

Public Trust may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of Beaumont currently buying?

Explore City of Beaumont's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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