DIANA DAVIS SPENCER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DIANA DAVIS SPENCER FOUNDATION (EIN 20-3672969)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349102773
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T12:51:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203672969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA DAVIS SPENCER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIAN | BusinessNameControlTxt |
| Phone | 3019614000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 118 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABBY SPENCER MOFFAT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3019614000 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,347,340,836 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $116,394 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116,394 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,115,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,010,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,604,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $644,512,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,080,397 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $113,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$402,377 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,949,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,805,263 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,085,526 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,494,926 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,494,926 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,161,699 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $578,730 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $578,730 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,086,782 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $531,121 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $531,121 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $592,468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $59,247 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $489,632 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $385,897 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $190,287 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $190,287 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,571,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,346,854 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $302,688 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $44 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $44 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,240,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95,777 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $95,777 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,810 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $208,759 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $215,898 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $210,294 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $209,550 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,502 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,502 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $366,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,339,052 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $218,480 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,938,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,635,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,334,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,863,189 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,760,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,801,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,635,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,094,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,851,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,169,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,878,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,496,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,496,217 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,101,103 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,177,731 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,177,731 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $152,603,489 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $176,678,066 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $176,678,066 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $121,840,769 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,029,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,029,820 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,408,534 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $264,142,785 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,142,785 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $709,870,105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $668,439,308 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $668,439,308 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,171,377 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,651,939 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $671,017 | LandBOYAmt |
| Land EOY | $519,438 | LandEOYAmt |
| Land EOYFMV | $519,438 | LandEOYFMVAmt |
| Other Assets BOY | $878,730 | OtherAssetsBOYAmt |
| Other Assets EOY | $857,471 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $857,471 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,356,251,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,347,340,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,347,340,836 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $897,312 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $955,511 | AccountsPayableEOYAmt |
| Grants Payable BOY | $112,968,203 | GrantsPayableBOYAmt |
| Grants Payable EOY | $94,172,392 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,980,120 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,262,253 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $116,845,635 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,390,156 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,239,406,244 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,248,950,680 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,239,406,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,950,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,356,251,879 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,347,340,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,239,406,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,851,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,396,351 | OtherIncreasesAmt |
| Subtotal | $1,248,950,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,248,950,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,704,282 | $4,122,646 | $581,636 | $581,636 | |
| PUBLICLY TRADED SECURITIES | $639,789,221 | $611,766,483 | $28,022,738 | $28,022,738 | |
| PARTNERSHIP ST CAPITAL | $4,390,537 | -$4,390,537 | -$4,390,537 | P | |
| PARTNERSHIP LT CAPITAL | $5,152,186 | -$5,152,186 | -$5,152,186 | P | |
| PARTNERSHIP 1231 GAIN | $18,746 | $18,746 | $18,746 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,080,397 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $502,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $502,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,216,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $670,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,886,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,383,247 | OverpaymentAmt |
| Applied To ES Tax | $1,383,247 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DDSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLE FEATHERSTONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019614000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 118 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANA DAVIS SPENCER | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | EXECUTIVE CHAIRMAN | 40.00 | $759,000 | $76,734 | $0 |
| ABBY SPENCER MOFFAT | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CEO & PRESIDENT | 40.00 | $809,000 | $119,433 | $0 |
| HARRISON HOWARD | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $30,000 | $0 | $0 |
| CAROLE A FEATHERSTONE | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CHIEF FINANCIAL OFFICER | 40.00 | $569,000 | $228,795 | $0 |
| CHRISTOPHER BURN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CHIEF INVESTMENT OFFICER | 40.00 | $871,216 | $141,019 | $0 |
| JOHN RICHARDSON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4.00 | $75,000 | $0 | $0 |
| RICHARD PAINTER | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4.00 | $101,000 | $0 | $0 |
| THOMAS SKILTON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | GENERAL COUNSEL AND SECRETARY | 40.00 | $653,000 | $131,426 | $0 |
| KIMBERLY LAMANNA | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SPENCER MOFFAT | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NICOLE K HALL | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR PROGRAM MANAG | 40.00 | $245,060 | $102,414 | $0 |
| MARY HAMILTON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | PROJECT MANAGER | 40.00 | $205,200 | $93,642 | $0 |
| YHEIZZI OWEN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | GRANTS MANAGER | 40.00 | $181,654 | $83,071 | $0 |
| ELIZABETH SMIROLDO | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR RESEARCH ANAL | 40.00 | $190,800 | $71,299 | $0 |
| DEBORA MARTIN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR EXECUTIVE ASS | 40.00 | $121,517 | $56,223 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY GRAYSTONE | |||||
| 12505 PARK POTOMAC AVENUE 420 | POTOMAC | MD | 20854 | INVESTMENT ADVISORY SERVICES | $1,176,483 |
| K&L GATES LLP | |||||
| 1601 K STREET NW | WASHINGTON | DC | 20006 | LEGAL SERVICES | $457,412 |
| HAMLIN CAPITAL MANGEMENT LLC | |||||
| 640 FIFTH AVENUE 11TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT ADVISORY SERVICES | $328,605 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING SERVICES | $309,922 |
| COLT STRATEGY CONSULTANT | |||||
| 1663 LAUREL ST | SARASOTA | FL | 34236 | BUSINESS CONSULTING SERVICES | $125,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,171,797,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,854,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,325,651,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,325,651,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,884,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,305,766,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,288,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,288,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502,753 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,405 | IncomeTaxAmt |
| Total Tax | $507,158 | TotalTaxAmt |
| Distributable Before Adj | $64,781,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $113,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,894,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,894,683 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,094,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $75,094,635 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,894,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $17,449,101 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,449,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,094,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,894,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,199,952 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,649,053 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,649,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $17,449,101 | ExcessFromYear1Amt |
| Excess From Current Year | $10,199,952 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1789 FUND | ||||||||
| 6959 WILKINS LN | CHESTERTOWN | MD | 20620 | NONE | PC | EDUCATIONAL CONFERENCE | $30,000 | |
| AFTER-SCHOOL ALL-STARS | ||||||||
| 1331 H STREET NW STE 1100 | WASHINGTON | DC | 20005 | NONE | PC | COMPREHENSIVE ENRICHMENT PROGRAM FOR UNDER-RESOURCED STUDENTS | $250,000 | |
| ALEXANDER HAMILTON INSTITUTE FOR THE STUDY OF WESTERN CIVILIZATION | ||||||||
| 21 W PARK ROW | CLINTON | NY | 13323 | NONE | PC | THE AHI WASHINGTON PROGRAM ON NATIONAL SECURITY | $45,000 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | HIGHER EDUCATION PROGRAMS | $1,000,000 | |
| AMERICAN PRIVATE RADIO | ||||||||
| 1723- B UNIVERSITY AVE SUITE 361 | OXFORD | MS | 38655 | NONE | PC | EDUCATIONAL PROGRAMS | $600,000 | |
| AMERICAN STRATEGY GROUP | ||||||||
| 937 W FOOTHILL BLVD SUITE C | CLAREMONT | CA | 91711 | NONE | PC | RESEARCH AND EDUCATION | $500,000 | |
| AMERICAN SWISS FOUNDATION | ||||||||
| 271 MADISON AVE 1403 | NEW YORK | NY | 10016 | NONE | PC | EDUCATIONAL PROGRAMS | $30,000 | |
| AMERICAN VETERANS CENTER FBO AMERICAN STUDIES CENTER | ||||||||
| 1100 N GLEBE ROAD SUITE 910 | ARLINGTON | VA | 22201 | NONE | PC | ANNUAL VETERANS CONFERENCE AND YOUTH LEADERSHIP SUMMIT | $50,000 | |
| ANNE ARUNDEL COUNTY PUBLIC SCHOOLS | ||||||||
| 1179 HAMMOND LANE | ODENTON | MD | 21113 | NONE | GOV | TECHNOLOGY EDUCATION PROGRAM | $65,000 | |
| ARMY HISTORICAL FOUNDATION INC | ||||||||
| 1775 LIBERTY DRIVE STE 400 | FORT BELVOI | VA | 22060 | NONE | PC | TOWARDS THE NATIONAL MUSEUM OF THE U.S. ARMY | $125,000 | |
| ASIA AMERICA INITIATIVE | ||||||||
| 1521 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT AND DISASTER RELIEF | $25,000 | |
| BAR HARBOR FOOD PANTRY | ||||||||
| 36 MOUNT DESERT STREET | BAR HARBOR | ME | 04609 | NONE | PC | FOOD INSECURITY PROGRAM | $40,000 | |
| BECKET FUND | ||||||||
| 1919 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | RELIGIOUS FREEDOM INITIATIVES | $150,000 | 400 |
| BEST FRIENDS FOUNDATION INC | ||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | NONE | PF | YOUTH SOCIAL-EMOTIONAL LEARNING PROGRAMS | $560,000 | |
| BEST FRIENDS FOUNDATION INC | ||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | NONE | PF | YOUTH SOCIAL-EMOTIONAL LEARNING PROGRAMS | $30,000 | |
| BETHESDA FIRE DEPARTMENT INC | ||||||||
| 6600 WISCONSIN AVE | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| BULLIS SCHOOL | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | NONE | PC | FINANCIAL AID SCHOLARSHIP PROGRAM | $100,000 | |
| CALVIN COOLIDGE PRESIDENTIAL | ||||||||
| 3780 VT-100A | PLYMOUTH | VT | 05056 | NONE | PC | SCHOLARSHIPS PROGRAM | $100,000 | |
| CAPITAL CLUBHOUSE | ||||||||
| 1517 18TH STREET | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CORE PROGRAMS | $500,000 | |
| CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION | ||||||||
| 600 NEW HAMPSHIRE AVENUE NW STE | WASHINGTON | DC | 20037 | NONE | PC | MILITARY CAREGIVER SUPPORT | $10,000 | 1020 |
| CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION | ||||||||
| 600 NEW HAMPSHIRE AVENUE NW STE | WASHINGTON | DC | 20037 | NONE | PC | MILITARY CAREGIVER SUPPORT | $1,000,000 | 1020 |
| CENTER FOR A FREE CUBA | ||||||||
| 417 WEST BROAD STREET SUITE 204 | FALLS CHURCH | VA | 22046 | NONE | PC | GENERAL OPERATING SUPPORT | $350,000 | |
| CENTER FOR A SECURE FREE SOCIETY (SFS) | ||||||||
| 1775 TYSONS BLVD | TYSONS | VA | 22102 | NONE | PC | EDUCATIONAL FORUM | $145,000 | |
| CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES | ||||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | NATIONAL SECURITY PROGRAMS | $225,000 | |
| CERTELL INC | ||||||||
| 2201 E 46TH STREET SUITE 302 | INDIANAPOLIS | IN | 46205 | NONE | PC | EDUCATIONAL INITIATIVES | $200,000 | |
| CHAPEL HAVEN ENDOWMENT | ||||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | NONE | PC | DISABILITIES EDUCATION AND SOCIAL SERVICES | $500,000 | |
| CHAPEL HAVEN INC | ||||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | NONE | PC | DISABILITIES EDUCATION AND SOCIAL SERVICES | $500,000 | |
| COLLEGIATE DIRECTIONS INC | ||||||||
| 4827 RUGBY AVENUE SUITE 001 | BETHESDA | MD | 20814 | NONE | PC | 2023-2024 SUPPORTING STRATEGIC GROWTH PROJECT | $350,000 | |
| CONSTITUTING AMERICA | ||||||||
| 9382 MT VERNON CIRCLE | ALEXANDRIA | VA | 22309 | NONE | PC | YOUTH EDUCATION PROGRAMS | $300,000 | |
| CONSUMER ACTION NETWORK | ||||||||
| 1029 VERMONT AVENUE NW SUITE 810 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| CROSSXREACH INC | ||||||||
| 213 SE 7TH AVENUE | DELRAY BEACH | FL | 33483 | NONE | PC | ALCOHOL AND DRUG PREVENTION | $500,000 | |
| CULTURE WISE STUDIES INC | ||||||||
| 4072 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $475,000 | |
| CULTURE WISE STUDIES INC | ||||||||
| 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $25,000 | |
| DAILY CALLER NEWS FOUNDATION | ||||||||
| 1775 EYE STREET NW SUITE 1150-291 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC INTEREST JOURNALISM | $50,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | DC | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $500,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $1,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $3,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $5,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $800,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $300,000 | |
| DONORS TRUST INC | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $1,000,000 | |
| DONORS TRUST INC | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DATABASE AND IT IMPROVEMENT PROJECTS | $350,000 | |
| EARTH UNIVERSITY FOUNDATION | ||||||||
| 151 ELLIS STREET NE FLOOR I SUITE | ATLANTA | GA | 30303 | NONE | PC | AGRICULTURAL BUSINESS EDUCATION AND TRAINING | $300,000 | 133 |
| ENCOUNTER FOR CULTURE AND EDUCATION | ||||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | NONE | POF | EDUCATIONAL PUBLICATIONS AND PROGRAMS | $30,000 | |
| FOR LOVE OF CHILDREN | ||||||||
| 1301 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | NEIGHBORHOOD TUTORING PROGRAM | $50,000 | |
| FORGE LEADERSHIP NETWORK | ||||||||
| 707 MIAMISBURG-CENTERVILLE RD | DAYTON | OH | 45459 | NONE | PC | LEADERSHIP AND EDUCATION PROGRAMS | $200,000 | |
| FOUNDATION FIGHTING BLINDNESS INC | ||||||||
| 7168 COLUMBIA GATEWAY DRIVESUITE | COLUMBIA | MD | 21046 | NONE | PC | MEDICAL RESEARCH | $1,000,000 | 100 |
| FOUNDATION FOR CULTURAL REVIEW (NEW CRITERION) | ||||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | NONE | PC | EDUCATIONAL PUBLICATIONS | $30,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE RD NE STE 300 | ATLANTA | GA | 30309 | NONE | PC | TEACHER EDUCATION PROGRAMS | $150,000 | |
| FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC | ||||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PC | CAMPUS EDUCATIONAL INITIATIVES | $1,000,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION (FIRE) | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| FREE TO CHOOSE NETWORK | ||||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | NONE | PC | EDUCATIONAL PUBLICATIONS AND MEDIA | $600,000 | |
| FREEDOM ALLIANCE | ||||||||
| 25 W PICCADILLY ST | WINCHESTER | VA | 22601 | NONE | PC | SCHOLARSHIP AND STUDENT EDUCATIONAL PROGRAMS | $200,000 | |
| GCSEN FOUNDATION | ||||||||
| 430 OLD NEIGHBORHOOD ROAD | KINGSTON | NY | 12401 | NONE | PC | VETERAN'S EDUCATIONAL SERVICES AND OUTREACH | $50,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION FBO GEORGE MASON LAW & ECONOMICS | ||||||||
| 4400 UNIVERSITY DR MS1A3 | FAIRFAX | VA | 22030 | NONE | PC | LAW AND ECONOMICS CENTER | $200,000 | |
| GLOUCESTER INSTITUTE | ||||||||
| 3201 LEADERSHIP DRIVE | GLOUCESTER | VA | 23061 | NONE | PC | YOUTH LEADERSHIP PROGRAMS | $500,000 | |
| GOVERNMENT ACCOUNTABILITY INSTITUTE | ||||||||
| 1414 PIEDMONT DRIVE EAST | TALLAHASSE | FL | 32308 | NONE | PC | RESEARCH AND EDUCATION | $425,000 | |
| HANOVER CHARITIES USA | ||||||||
| 824 ISLAND CIRCLE WEST | HELENA ISLAND | SC | 29920 | NONE | PC | HEALTH, EDUCATION AND FOOD INSECURITY INITIATIVES | $5,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| 15251 PLEASANT VALLEY ROAD PO BOX | CENTER CITY | MN | 55012 | NONE | PC | FAMILY AND CHILDREN'S HEALTH PROGRAMS | $2,000,000 | 11 |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | PUBLIC POLICY AND RESEARCH PROGRAMS | $5,000,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | PUBLIC POLICY AND RESEARCH PROGRAMS | $1,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | HIGHER EDUCATION INITIATIVES | $5,000,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW FOURTH | WASHINGTON | DC | 20004 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $125,000 | FLOOR |
| INDEPENDENT WOMEN'S FORUM (IWF) | ||||||||
| 4 WEEMS LANE SUITE 312 | WINCHESTER | VA | 22601 | NONE | PC | PUBLIC POLICY EDUCATION AND RESEARCH | $1,200,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 4 WEEMS LANE SUITE 312 | WINCHESTER | VA | 22601 | NONE | PC | PUBLIC POLICY EDUCATION AND RESEARCH | $350,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 4 WEEMS LANE SUITE 312 | WINCHESTER | VA | 22601 | NONE | PC | PUBLIC POLICY EDUCATION AND RESEARCH | $10,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3434 WASHINGTON BOULEVARD MC 1C5 | ARLINGTON | VA | 22201 | NONE | PC | HIGHER EDUCATION INITIATIVES | $100,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | HIGHER EDUCATION INITIATIVES | $1,000,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | HIGHER EDUCATION INITIATIVES | $100,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | NONE | PC | HIGHER EDUCATION INITIATIVES | $200,000 | |
| IONA SENIOR SERVICES | ||||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | NONE | PC | SENIOR HEALTH SERVICES | $3,000 | |
| ISLAND HOUSING TRUST | ||||||||
| 1366 STATE HIGHWAY 102 | BAR HARBOR | ME | 04609 | NONE | PC | COMMUNITY HOUSING OPPORTUNITIES | $50,000 | |
| ISLAND READERS & WRITERS AN INITIATIVE FOR MAINE CHILDREN | ||||||||
| 246 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | CHILDREN'S EDUCATIONAL INITIATIVES | $35,000 | |
| ISLAND READERS & WRITERS AN INITIATIVE FOR MAINE CHILDREN | ||||||||
| 246 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | YOUTH EDUCATIONAL INITIATIVES | $40,000 | |
| JACK KEMP FOUNDATION | ||||||||
| 5614 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20015 | NONE | PC | COMMUNITY DEVELOPMENT RESEARCH AND EDUCATION | $75,000 | 305 |
| JAMES W FOLEY LEGACY FOUNDATION | ||||||||
| 200 MARCY STREET SUITE 102 | PORTSMOUTH | NH | 03801 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| JAMES W FOLEY LEGACY FOUNDATION | ||||||||
| 200 MARCY STREET SUITE 102 | PORTSMOUTH | NH | 03801 | NONE | PC | 2023 ANNUAL FREEDOM AWARDS DINNER | $1,000 | |
| JAMES WILSON INSTITUTE FOR NATURAL RIGHTS AND THE AMERICAN FOUNDING | ||||||||
| 124 WEST ST S SUITE 200 | ALEXANDRIA | VA | 22314 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $10,000 | |
| JAMES WILSON INSTITUTE FOR NATURAL RIGHTS AND THE AMERICAN FOUNDING | ||||||||
| 124 WEST ST S SUITE 200 | ALEXANDRIA | VA | 22314 | NONE | PC | RESEARCH AND EDUCATION PROGRAMS | $350,000 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | ||||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20008 | NONE | PC | EDUCATIONAL LEADERSHIP PROGRAMS | $300,000 | |
| JOHN JAY INSTITUTE | ||||||||
| 705 S BELLEVUE AVE | LANGHORNE | PA | 19047 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| JUBILEE JOBS INC | ||||||||
| 2712 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KEYSTONE SERVICE SYSTEMS FBO SUSQUEHANNA SERVICE DOGS | ||||||||
| 1078 GRAVEL HILL ROAD | GRANTVILLE | PA | 17028 | NONE | PC | SUSQUEHANNA SERVICE DOGS PROGRAM | $100,000 | |
| LAKE ERIE COLLEGE OF OSTEOPATHIC MEDICINE (LECOM) | ||||||||
| 1858 WEST GRANDVIEW BLVD | ERIE | PA | 16509 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LAND CONSERVATION ASSISTANCE NETWORK | ||||||||
| 106 LAFAYETTE STREET SUITE 3G | YARMOUTH | ME | 04096 | NONE | PC | CONSERVATION PROGRAMS | $75,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | ||||||||
| 2560 HUNTINGTON AVE SUITE 100 | ALEXANDRIA | VA | 22303 | NONE | PC | PUBLIC INTEREST LITIGATION AND EDUCATIONAL OUTREACH | $350,000 | |
| LINCOLN NETWORK INC | ||||||||
| 2443 FILLMORE ST 380-3386 | SAN FRANCISCO | CA | 94115 | NONE | PC | RESEARCH AND EDUCATION | $200,000 | |
| MAINE SEACOAST MISSION | ||||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | NONE | PC | HEALTH AND SOCIAL SERVICES | $400,000 | |
| MAPLEBROOK SCHOOL | ||||||||
| 5142 ROUTE 22 | AMENIA | NY | 12501 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MARY CHRISTIE INSTITUTE | ||||||||
| 80 HAYDEN AVE | LEXINGTON | MA | 02421 | NONE | PF | TEEN AND YOUNG ADULT HEALTH EDUCATION | $100,000 | |
| MASTER SCHOOL | ||||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | NONE | PC | 2022 -2023 ANNUAL FUND | $75,000 | |
| MCV FOUNDATION AKA VCU MASSEY CANCER CENTER | ||||||||
| 1228 EAST BROAD STREET | RICHMOND | VA | 23298 | NONE | PC | MEDICAL RESEARCH | $25,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 1900 CAMPUS COMMONS DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $2,000,000 | |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | ||||||||
| 1819 L STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $200,000 | |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | ||||||||
| 1819 L STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $900,000 | |
| MIGHTY OAKS FOUNDATION | ||||||||
| 33134 MAGNOLIA CIR SUITE A UNIT 10 | MAGNOLIA | TX | 77354 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| MOUNT DESERT FESTIVAL OF CHAMBER MUSIC | ||||||||
| 1 KIMBALL RD | NORTHEAST HARBOR | ME | 04662 | NONE | PC | COMMUNITY SERVICES AND EDUCATION | $35,000 | |
| MOUNT DESERT ISLAND YMCA | ||||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MOVING PICTURE INSTITUTE | ||||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| MYSA SCHOOL INC | ||||||||
| 1500 HARVARD ST NW | WASHINGTON | DC | 20009 | NONE | PC | YOUTH EDUCATIONAL INITIATIVES | $800,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 420 MADISON AVE 7TH FL | NEW YORK | NY | 10017 | NONE | PC | RESEARCH AND EDUCATION | $250,000 | |
| NATIONAL CENTER FOR PUBLIC POLICY RESEARCH | ||||||||
| 2005 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | DISABILITIES RESEARCH AND EDUCATION | $600,000 | |
| NATIONAL FATHERHOOD INITIATIVE INC | ||||||||
| 12410 MILESTONE CENTER DRIVE 600 | GERMANTOWN | MD | 20876 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| NATIONAL HISTORICAL SOCIETY | ||||||||
| 1607 22ND ST | WASHINGTON | DC | 20008 | NONE | PC | EDUCATIONAL PROGRAMS | $100,000 | |
| NATIONAL TAXPAYERS UNION FOUNDATION | ||||||||
| 122 C ST NW SUITE 650 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 600 14TH ST NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NATIONAL WORLD WAR II MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PC | PUBLIC POLICY EDUCATION AND RESEARCH | $50,000 | |
| NEIGHBORHOOD HOUSE CLUB INC | ||||||||
| 1 KIMBALL ROAD PO BOX 332 | NORTHEAST HARBOR | ME | 04662 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| NETWORK OF ENLIGHTENED WOMEN | ||||||||
| 1360 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | NONE | PC | GUIDING YOUNG CONSERVATIVE WOMEN PROJECT | $175,000 | |
| NORTHEAST HARBOR LIBRARY | ||||||||
| 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | NONE | PC | GENERAL OPERATING SUPPORT AND SCHOLARSHIP PROGRAM | $45,000 | |
| OPERATION OPPORTUNITY FOUNDATION DBA WARRIOR-SCHOLAR PROJECT | ||||||||
| 1012 14TH STREET NW SUITE 1200 | WASHINGTON | DC | 02899 | NONE | PC | VETERANS EDUCATION SERVICES | $300,000 | |
| OUR COMMUNITY SALUTES-USA | ||||||||
| 41 COHASSET LANE | CHERRY HILL | NJ | 08003 | NONE | PC | HIGH SCHOOL PROGRAMS | $700,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC INTEREST LITIGATION AND EDUCATIONAL OUTREACH | $250,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC INTEREST LITIGATION AND EDUCATIONAL OUTREACH | $5,000 | |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | ||||||||
| 101 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | NONE | PC | HEALTH CARE RESEARCH AND EDUCATION | $125,000 | |
| PARENTS DEFENDING EDUCATION | ||||||||
| 4532 LEE HWY NUMBER 119 | ARLINGTON | VA | 22207 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| PARLIAMENTARY INTELLIGENCE-SECURITY FORUM | ||||||||
| 20 F ST NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | SCHOLARSHIP PROGRAMS | $150,000 | |
| PENTAGON MEMORIAL FUND INC | ||||||||
| 901 N GLEBE ROAD SUITE 200 | ARLINGTON | VA | 22203 | NONE | PC | TOWARDS THE 9/11 PENTAGON MEMORIAL VISITOR EDUCATION CENTER | $1,250,000 | |
| PLIMOTH PATUXET MUSEUM INC AKA PLIMOTH PLANTATION INC | ||||||||
| 137 WARREN AVE / PO BOX 1620 | PLYMOUTH | MA | 02362 | NONE | PC | HISTORIC PRESERVATION AND EDUCATIONAL PROGRAMS | $400,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $300,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $25,000 | |
| REEL AID ORG | ||||||||
| 3018 3RD ST | SANTA MONICA | CA | 90405 | NONE | PC | AMBASSADOR PROGRAM | $50,000 | |
| REPUBLIC BOOK PUBLISHERS | ||||||||
| 27 WEST 20TH STREET SUITE 1103 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SAFE IN SPIRIT INC | ||||||||
| 3950 HIGHWAY 360 | GRAPEVINE | TX | 76051 | NONE | PC | AFGHANISTAN PROGRAM: EDUCATIONAL FAMILY SUPPORT | $100,000 | |
| SAFE IN SPIRIT INC | ||||||||
| 3950 HIGHWAY 360 | GRAPEVINE | TX | 76051 | NONE | PC | AFGHANISTAN PROGRAM: EDUCATIONAL FAMILY SUPPORT | $250,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | DISASTER RELIEF | $75,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | DISASTER RELIEF | $100,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | HUMANITARIAN ASSISTANCE PROGRAMS | $50,000 | |
| SHALEM FOUNDATION | ||||||||
| 845 THIRD AVENUE SIXTH FLOOR | NEW YORK | NY | 10022 | NONE | PC | MODERN MIDDLE EASTERN STUDIES PROGRAM | $200,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | NONE | PC | TOWARDS THE NURSING RECOGNITION AND SUPPORT PROGRAM | $200,000 | |
| SOCIETY OF THE FOUR ARTS | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SPAULDING REHABILITATION HOSPITAL | ||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | NONE | PC | TOWARDS CAREGIVER AND NURSING AWARDS | $150,000 | |
| SPECIAL OLYMPICS INC | ||||||||
| 2600 VIRGINIA AVENUE NW 11TH FLOOR | WASHINGTON | DC | 20037 | NONE | PC | ADVOCACY: SHARING STORIES FOR IMPACT PROJECT | $200,000 | |
| SPEECH FIRST INC | ||||||||
| 1300 I ST NW SUITE 400E | WASHINGTON | DC | 20005 | NONE | PC | CAMPUS EDUCATIONAL PROGRAMS | $350,000 | |
| STEAMBOAT INSTITUTE | ||||||||
| 27855 WHITEWOOD DRIVE EAST | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | LEADERSHIP EDUCATION PROGRAMS | $100,000 | |
| SUBURBAN HOSPITAL FOUNDATION INC | ||||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | NONE | SO I | NURSING PROGRAMS | $250,000 | |
| TENEO NETWORK INC | ||||||||
| 2605 W 8TH STREET | AUSTIN | TX | 78703 | NONE | PC | PUBLIC EDUCATION AND LEADERSHIP TRAINING PROGRAMS | $600,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| 2132 ALLEN BUILDING 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | PC | GRADUATE NATIONAL SECURITY PROGRAMS | $3,500,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| 2132 ALLEN BUILDING 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | PC | GRADUATE NATIONAL SECURITY PROGRAMS | $3,500,000 | |
| THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES | ||||||||
| 1776 I STREET NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | GRADUATE NATIONAL SECURITY PROGRAMS | $2,000,000 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PC | HIGHER EDUCATION INITIATIVES | $700,000 | |
| THE INSTITUTE FOR FAMILY STUDIES | ||||||||
| 2619 JEFFERSON PARK CIRCLE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TEEN MENTAL HEALTH | $150,000 | |
| THE PENFAULKNER FOUNDATION | ||||||||
| 6218 GEORGIA AVENUE NW 1062 | WASHINGTON | DC | 20011 | NONE | PC | EDUCATIONAL PROGRAMS | $10,000 | |
| TIM TEBOW FOUNDATION | ||||||||
| 7700 SQUARE LAKE BLVD | JACKSONVILLE | FL | 32256 | NONE | PC | DISABILITY SERVICES AND FAMILY SUPPORT | $2,500,000 | |
| TOWN OF MOUNT DESERT COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 21 SEA STREET | NORTHEAST HARBOR | ME | 04662 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PC | MILITARY FAMILY SUPPORT | $500,000 | |
| WASHINGTON TENNIS & EDUCATION FOUNDATION | ||||||||
| 5220 16TH STREET NW | WASHINGTON | DC | 20011 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| WHITE HOUSE HISTORICAL ASSOCIATION | ||||||||
| 1610 H STREET NW | WASHINGTON | DC | 20006 | NONE | PC | HISTORICAL EDUCATION AND PRESERVATION | $20,000 | |
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | ||||||||
| 1300 PENNSYLVANIA AVE NW SUITE 8 | WASHINGTON | DC | 20004 | NONE | PC | RESEARCH AND PUBLIC EDUCATIONAL OUTREACH | $25,000 | |
| WOODSON CENTER | ||||||||
| 1625 K STREET NW | WASHINGTON | DC | 20001 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $250,000 | |
| WORLDWIDE FRIENDS FOUNDATION FBO ISRAEL FRIENDS | ||||||||
| 1115 BROADWAY | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| YALE NEW HAVEN HOSPITAL | ||||||||
| 789 HOWARD AVENUE | NEW HAVEN | CT | 06519 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| YOUNG AMERICANS AGAINST SOCIALISM | ||||||||
| 607 E BLANCO RD 162 | BOERNE | TX | 78006 | NONE | PC | EDUCATE FREEDOM: SOCIALISM CURRICULUM PROGRAM | $150,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,760,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTIMS OF COMMUNISM FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 15TH ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RESEARCH AND PUBLIC EDUCATIONAL OUTREACH | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,394 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,115,149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,604,374 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REPAID | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $113,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,949,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,949,417 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $385,897 | Amt |
| Net Investment Income | $190,287 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $190,287 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEST FRIENDS FOUNDATION | |||||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | 2021-10-29 | $300,000 | PROMOTING SOCIAL EMOTIONAL LEARNING | $300,000 | NO | 9/6/24 | 2024-09-06 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| BEST FRIENDS FOUNDATION | |||||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | 2022-11-14 | $600,000 | TOWARDS HOW TO BE YOUR BEST SELF: PROMOTING SOCIAL-EMOTIONAL LEARNING | $600,000 | NO | 9/6/24 | 2024-09-06 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| ENCOUNTER FOR CULTURE AND EDUCATION | |||||||||||
| 900 BROADWAY STE 601 | NEW YORK | NY | 10003 | 2023-04-25 | $30,000 | SUPPORT FOR ENCOUNTER BOOKS EDUCATIONAL PROGRAM | $30,000 | NO | 9/4/24 | 2024-09-04 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| MARY CHRISTIE INSTITUTE | |||||||||||
| 80 HAYDEN AVE | LEXINGTON | MA | 02421 | 2023-02-03 | $100,000 | GENERAL OPERATING SUPPORT | $100,000 | NO | 4/30/23 | 2024-09-05 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| BEST FRIENDS FOUNDATION | |||||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | 2023-03-16 | $30,000 | BFF - SUMMER BRIDGE PROGRAM AND CHOIR PROGRAMS | $30,000 | NO | 9/5/24 | 2024-09-05 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| BEST FRIENDS FOUNDATION | |||||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | 2023-03-17 | $560,000 | PROGRAM AND OPERATING SUPPORT | $558,174 | NO | 9/5/24 | 2024-09-05 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERMEDIATE TERM BOND ETF | $108,917,880 | $108,917,880 |
| VANGUARD LONG-TERM CORP BOND | $36,949,150 | $36,949,150 |
| VANGUARD TOTAL BOND MARKET ETF | $118,275,755 | $118,275,755 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES COM | $841,486 | $841,486 |
| ADOBE INC | $851,945 | $851,945 |
| ALPHABET INC CAP STOCK CLASS A | $1,707,012 | $1,707,012 |
| ALPHABET INC CAP STOCK CLASS C | $2,020,373 | $2,020,373 |
| AMAZON.COM INC COM | $3,266,710 | $3,266,710 |
| AMERICAN TOWER CORPORATION | $534,087 | $534,087 |
| ANALOG DEVICES INC COM | $889,350 | $889,350 |
| APPLE INC COM | $2,226,995 | $2,226,995 |
| ASTRAZENECA PLC SPONSORED ADR | $1,157,208 | $1,157,208 |
| AUTOMATIC DATA PROCESSING INC COM | $403,970 | $403,970 |
| BLACKROCK INC COM | $567,448 | $567,448 |
| BLACKSTONE INC | $942,100 | $942,100 |
| CHENIERE ENERGY INC | $209,632 | $209,632 |
| CHEVRON CORP NEW COM | $572,476 | $572,476 |
| CISCO SYSTEMS INC COM | $993,526 | $993,526 |
| CME GROUP INC | $626,745 | $626,745 |
| CONOCOPHILLIPS | $711,161 | $711,161 |
| COSTCO WHOLESALE CORP NEW COM | $593,412 | $593,412 |
| DANAHER CORP COM | $1,085,216 | $1,085,216 |
| EDWARDS LIFESCIENCES CORP | $518,881 | $518,881 |
| FIDELITY NATIONAL INFORMATION SERVICES INC COM | $385,349 | $385,349 |
| FISERV INC COM | $772,464 | $772,464 |
| HOME DEPOT INC COM | $1,331,100 | $1,331,100 |
| HONEYWELL INTERNATIONAL INC COM | $1,240,225 | $1,240,225 |
| INTERCONTINENTAL EXCHANGE INC COM | $878,204 | $878,204 |
| IQVIA HOLDINGS INC COM | $731,392 | $731,392 |
| JPMORGAN CHASE & CO COM | $805,253 | $805,253 |
| LINDE PLC COM | $1,007,882 | $1,007,882 |
| MARTIN MARIETTA MATERIALS COM | $764,829 | $764,829 |
| MCDONALD'S CORP | $574,933 | $574,933 |
| MISCROSOFT CORP COM | $4,880,999 | $4,880,999 |
| MONDELEZ INTL INC COM | $595,809 | $595,809 |
| NEXTERA ENERGY INC COM | $1,030,454 | $1,030,454 |
| NVIDIA CORP | $1,119,692 | $1,119,692 |
| OTIS WORLDWIDE CORP COM | $780,178 | $780,178 |
| PEPSICO INC COM | $810,646 | $810,646 |
| PIONEER NAT RES CO COM | $1,009,037 | $1,009,037 |
| PNC FINL SERVICES GROUP INC COM | $553,124 | $553,124 |
| PROLOGIS INC COM | $522,136 | $522,136 |
| QUALCOMM INC COM | $707,964 | $707,964 |
| ROPER TECHNOLOGIES, INC. | $1,027,100 | $1,027,100 |
| RTX CORP | $688,854 | $688,854 |
| S&P GLOBAL INC COM | $1,143,590 | $1,143,590 |
| SALESFORCE INC | $1,149,132 | $1,149,132 |
| STRYKER CORP COM | $492,612 | $492,612 |
| T MOBILE US INC COM | $836,923 | $836,923 |
| TE CONNECTIVITY LTD REG SHARES | $778,370 | $778,370 |
| THERMO FISHER CORP COM | $812,639 | $812,639 |
| TJX COS INC NEW COM | $614,925 | $614,925 |
| UNION PAC CORP COM | $1,001,638 | $1,001,638 |
| UNITEDHEALTH GROUP INC COM | $1,762,095 | $1,762,095 |
| US BANCORP DEL COM NEW | $623,102 | $623,102 |
| VERALTO CORP | $128,573 | $128,573 |
| VICI PROPERTIES INC | $251,852 | $251,852 |
| VISA INC COM CLASS A | $2,138,775 | $2,138,775 |
| WALT DISNEY CO | $663,270 | $663,270 |
| WEC ENERGY GROUP INC | $244,766 | $244,766 |
| ZOETIS INC CLASS A | $450,201 | $450,201 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $176,678,066 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $176,678,066 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACL ALTERNATIVE FUND - CLASS A | FMV | $98,831,264 | $98,831,264 |
| AHL (CAYMAN) SPC CLASS A1 EVOLUTION | FMV | $55,851,887 | $55,851,887 |
| ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND, LLC | FMV | $38,093 | $38,093 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II | FMV | $1,523,058 | $1,523,058 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND IV | FMV | $1,022,079 | $1,022,079 |
| BREVEN HOWARD LTD CLASS J | FMV | $40,774,190 | $40,774,190 |
| ELLIOTT CO-INVESTMENT | FMV | $5,997,289 | $5,997,289 |
| EXCEL VENTURE FUND II, LP | FMV | $242,349 | $242,349 |
| EXODUS POINT PARTNERS INTL FUND | FMV | $18,241,317 | $18,241,317 |
| GRAHAM ABSOLUTE RETURN LTD | FMV | $76,614,905 | $76,614,905 |
| MILLENIUM INTERNATIONAL LTD CLASS GG | FMV | $120,497,251 | $120,497,251 |
| NEXTECH CROSSOVER I SCSP | FMV | $8,781,204 | $8,781,204 |
| NEXTECH VII ONCOLOGY SCSP | FMV | $5,795,600 | $5,795,600 |
| OAKTREE OPPORTUNITIES FUND X | FMV | $1,535,838 | $1,535,838 |
| OAKTREE OPPORTUNITIES FUND XB | FMV | $8,579,997 | $8,579,997 |
| OAKTREE OPPORTUNITIES FUND XI | FMV | $20,747,125 | $20,747,125 |
| PE PREMIER GA MAP OFFSHORE | FMV | $5,914,253 | $5,914,253 |
| PINEBROOK CAPITAL PARTNERS II LP | FMV | $368,507 | $368,507 |
| POINT72 CAPITAL INTL | FMV | $26,003,541 | $26,003,541 |
| POINTER OFFSHORE II LTD CLASS P1 SER 1 | FMV | $4,336,974 | $4,336,974 |
| POINTER OFFSHORE II, LTD - WPCA | FMV | $2,457,160 | $2,457,160 |
| PRIVATE ADVISOR SMALL COMPANY PEF IX | FMV | $10,177,286 | $10,177,286 |
| PRIVATE ADVISOR SMALL COMPANY PEF VIII | FMV | $13,394,733 | $13,394,733 |
| RRE VENTURES VIII, LP | FMV | $2,167,155 | $2,167,155 |
| SCHRODER FOCUS FUND II (CAYMAN) LTD | FMV | $18,104,264 | $18,104,264 |
| VOLEON COMPOSITION INTERNATIONAL FUND LTD | FMV | $25,141,196 | $25,141,196 |
| WEATHERLOW OFFSHORE FUND I LTD CLASS IA | FMV | $34,287,416 | $34,287,416 |
| WISHBONE ACQUISITIONS LLC | FMV | $430,155 | $430,155 |
| WMQS GLOBAL EQUITY OFFSHORE CL F-2 SERIES 01A | FMV | $60,583,222 | $60,583,222 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $387,656 | $364,894 | $22,762 | $22,762 |
| COMPUTER SOFTWARE | $479,400 | $479,400 | $0 | |
| LEASEHOLD IMPROVEMENT | $1,304,321 | $807,645 | $496,676 | $496,676 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $592,468 | LegalFeesAmt |
| Net Investment Income | $59,247 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $489,632 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $4,903 | $4,903 | $4,903 |
| 457(B) AND 457(F) PLAN ASSETS | $171,463 | $326,689 | $326,689 |
| RIGHT OF USE ASSET (NET) | $702,364 | $525,879 | $525,879 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $133,127 | $0 | $143,026 |
| OFFICE SUPPLIES | $34,486 | $0 | $33,035 |
| POSTAGE & DELIVERY | $620 | $0 | $620 |
| TELEPHONE & FAX | $16,341 | $0 | $16,904 |
| SUBSCRIPTIONS & MEMBERSHIPS | $14,344 | $0 | $11,959 |
| EQUIPMENT RENTAL & MAINTENANCE | $13,688 | $0 | $12,263 |
| OTHER FEES | $675 | $0 | $673 |
| PARTNERSHIP EXPENSES | $0 | $3,332,228 | $0 |
| BANK FEES | $6,824 | $6,824 | $0 |
| AMORTIZATION | $146,472 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP ORDINARY INCOME | -$73,755 | ||
| PARTNERSHIP ROYALTIES | $25,583 | ||
| PARTNERSHIP OTHER INCOME | -$353,321 | ||
| PARTNERSHIP RENTAL INCOME | -$884 | ||
| GRANTS REPAID | $113,500 | $113,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $26,396,351 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $1,926,797 | $2,266,149 |
| 457(B) AND 457(F) PLAN LIABILITIES | $171,463 | $326,689 |
| LEASE LIABILITY | $881,860 | $669,415 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $18,145 | $12,013 | $8,009 |
| RETIREMENT MANAGEMENT | $26,618 | $0 | $26,475 |
| INVESTMENT FEES - ATLANTIC TRUST | $238,115 | $238,351 | $0 |
| INVESTMENT FEES - FSTC | $1,772,865 | $1,772,865 | $0 |
| CONSULTING - MANAGEMENT | $290,860 | $323,625 | $20,100 |
| CONSULTING-COMPUTER SUPPORT | $85,459 | $0 | $88,593 |
| CONSULTING - GRANTEES | $138,789 | $0 | $158,511 |
| CONSULTING - PUBLICATIONS/WRITING | $1,000 | $0 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $182,246 | $90,998 | $90,998 |
| WORKERS COMP PREMIUMS | $9,380 | $4,779 | $4,779 |
| EXCISE TAX | $2,049,308 | $0 | $0 |