DIANA DAVIS SPENCER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DIANA DAVIS SPENCER FOUNDATION (EIN 20-3672969)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-12
- IRS object ID
- 202333169349100258
- Schema version
- 2022v5.0
- 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 Decreases 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 | 2023-11-12T11:27:29-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABBY | PersonFirstNm |
| Person Last | SPENCER MOFFAT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,356,251,879 | 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 | $76,091 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76,091 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,421,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,075,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,741,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $351,525,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,125,165 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,177,029 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $328,077 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $63,415,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,605,025 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,650,095 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,273,198 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,273,198 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,219,841 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $595,462 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $595,462 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $913,936 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $469,946 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $469,946 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $835,783 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $83,578 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $765,128 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $335,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $156,324 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $156,324 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,827,471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,440,181 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $407,707 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $81 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90,167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $90,167 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $63,621 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $215,945 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $210,631 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $195,664 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $196,924 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,518 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $14,611 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $362,378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,244,310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $220,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,811,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,353,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,400,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,175,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,523,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,986,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,353,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,923,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,571,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,251,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $92,742,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,878,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,878,132 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $27,405 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $1,053,808 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,101,103 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,101,103 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $186,001,321 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $152,603,489 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $152,603,489 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $279,117,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,840,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $121,840,769 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $310,524,323 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,408,534 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $256,408,534 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $639,732,878 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $709,870,105 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $709,870,105 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,163,747 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,492,730 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $870,934 | LandBOYAmt |
| Land EOY | $671,017 | LandEOYAmt |
| Land EOYFMV | $671,017 | LandEOYFMVAmt |
| Other Assets BOY | $75,485 | OtherAssetsBOYAmt |
| Other Assets EOY | $878,730 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $878,730 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,510,145,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,356,251,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,356,251,879 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,161,117 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $897,312 | AccountsPayableEOYAmt |
| Grants Payable BOY | $65,180,692 | GrantsPayableBOYAmt |
| Grants Payable EOY | $112,968,203 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,926,696 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,980,120 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $70,268,505 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,845,635 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,439,876,930 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,239,406,244 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,439,876,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,239,406,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,510,145,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,356,251,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,439,876,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,571,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,476,813 | OtherIncreasesAmt |
| Subtotal | $1,363,782,279 | SubtotalAmt |
| Other Decreases | $124,376,035 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,239,406,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PARTNERSHIP ST CAPITAL | P | $12,560,620 | $12,560,620 | $12,560,620 | |
| PARTNERSHIP LT CAPITAL | P | $22,570,117 | $22,570,117 | $22,570,117 | |
| PARTNERSHIP 1231 GAIN | P | $253,362 | $253,362 | $253,362 | |
| PUBLICLY TRADED SECURITIES | $4,972,816 | $286,747 | $286,747 | $4,686,069 | |
| PUBLICLY TRADED SECURITIES | $311,168,750 | $39,454,319 | $39,454,319 | $271,714,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,125,165 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,212,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,212,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,212,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $754,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $887,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,641,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $428,199 | OverpaymentAmt |
| Applied To ES Tax | $428,199 | 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 | $714,769 | $68,530 | $0 |
| ABBY SPENCER MOFFAT | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CEO & PRESIDENT | 40.00 | $720,538 | $84,499 | $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 | $215,699 | $0 |
| CHRISTOPHER BURN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CHIEF INVESTMENT OFFICER | 40.00 | $678,102 | $100,095 | $0 |
| JOHN RICHARDSON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4.00 | $112,500 | $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 | $527,423 | $63,429 | $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 | $238,479 | $90,319 | $0 |
| MARY HAMILTON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | PROJECT MANAGER | 40.00 | $203,569 | $85,589 | $0 |
| ELIZABETH SMIROLDO | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR RESEARCH ANAL | 40.00 | $192,369 | $53,704 | $0 |
| YHEIZZI OWEN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | GRANTS MANAGER | 40.00 | $164,369 | $66,732 | $0 |
| DEBORA MARTIN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR EXECUTIVE ASS | 40.00 | $130,818 | $65,237 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | 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 | $1,572,853 |
| HAMLIN CAPITAL MANGEMENT LLS | |||||
| 640 FIFTH AVENUE 11TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT ADVISORY SERVICES | $957,850 |
| K&L GATES LLP | |||||
| 1601 K STREET NW | WASHINGTON | DC | 20006 | LEGAL SERVICES | $579,872 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING SERVICES | $268,709 |
| CAMERON LLP | |||||
| 818 CONNECTICUT AVE NW STE 900 | WASHINGTON | DC | 20006 | LEGAL SERVICES | $251,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | 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 | $1,323,897,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,090,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,384,987,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,384,987,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,774,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,364,212,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,210,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,210,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,212,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,212,801 | TotalTaxAmt |
| Distributable Before Adj | $66,997,828 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,476,813 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,474,641 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,474,641 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,923,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,923,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,474,641 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,923,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,474,641 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,449,101 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,449,101 | 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 | $17,449,101 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $17,449,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 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 | $25,000 | |
| ACADIA REPERTORY THEATRE | ||||||||
| 1154 MAIN STREET | MOUNT DESERT | ME | 04660 | NONE | PC | ARTS PROGRAM SUPPORT | $2,000 | |
| ACTON ACADEMY FOUNDATION | ||||||||
| 2422 K STREET NW | WASHINGTON | DC | 20037 | NONE | PC | ENTREPRENEURSHIP AND GROWTH PROJECTS | $100,000 | |
| AFTER-SCHOOL ALL-STARS | ||||||||
| 1331 H STREET NW STE 1100 | WASHINGTON | DC | 20005 | NONE | PC | COMPREHENSIVE ENRICHMENT PROGRAMS | $250,000 | |
| ALEXANDER HAMILTON INSTITUTE FOR THE STUDY OF WESTERN CIVILIZATION | ||||||||
| 21 W PARK ROW | CLINTON | NY | 13323 | NONE | PC | 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 STRATEGY GROUP THE (CLAREMONT STRATEGY GROUP) | ||||||||
| 937 W FOOTHILL BLVD SUITE C | CLAREMONT | CA | 91711 | NONE | PC | RESEARCH & EDUCATION | $200,000 | |
| AMERICAN SWISS FOUNDATION INC | ||||||||
| 271 MADISON AVENUE SUITE 1403 | NEW YORK | NY | 10016 | NONE | PC | EDUCATIONAL PROGRAMS AND CAPACITY BUILDING | $450,000 | |
| AMERICAS FUTURE FOUNDATION | ||||||||
| 3434 WASHINGTON BLVD 1ST FLOOR | ARLINGTON | VA | 22201 | NONE | PC | LEADERSHIP AND EDUCATIONAL PROGRAMS | $200,000 | |
| ANNE ARUNDEL COUNTY PUBLIC SCHOOLS | ||||||||
| 1179 HAMMOND LANE | ODENTON | MD | 21113 | NONE | GOV | STUDENT FIELD TRIPS | $56,000 | |
| ARMY HISTORICAL FOUNDATION INC | ||||||||
| 2425 WILSON BLVD | ARLINGTON | VA | 22202 | NONE | PC | TOWARDS THE NATIONAL MUSEUM OF THE U.S. ARMY | $150,000 | |
| ASIA AMERICA INITIATIVE | ||||||||
| 1521 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | INTERNATIONAL PEACE AND SECURITY | $350,000 | |
| BAR HARBOR FOOD PANTRY | ||||||||
| 36 MOUNT DESERT STREET | BAR HARBOR | ME | 04609 | NONE | PC | FOOD INSECURITY PROGRAMS | $25,000 | |
| BECKET FUND | ||||||||
| 1919 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20006 | NONE | PC | RELIGIOUS FREEDOM INITIATIVES | $150,000 | |
| BEST FRIENDS FOUNDATION | ||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | NONE | PF | SOCIAL-EMOTIONAL LEARNING PROGRAMS | $600,000 | |
| BETHESDA GREEN | ||||||||
| 4825 CORDELL AVE | BETHESDA | MD | 20814 | NONE | PC | ENTREPRENEURSHIP PROGRAMS | $150,000 | |
| BOOST OTHERS INC | ||||||||
| 480 MALCOLM RD | VIENNA | VA | 22180 | NONE | PC | HUMANITARIAN RELIEF | $50,000 | |
| BULLIS SCHOOL | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | NONE | PC | FINANCIAL AID PROGRAM | $100,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | ||||||||
| 3780 VT-100A | PLYMOUTH | VT | 05056 | NONE | PC | SCHOLARSHIPS PROGRAM | $100,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | FOOD INSECURITY PROGRAMS | $150,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CORE PROGRAMS | $400,000 | |
| CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION | ||||||||
| 600 NEW HAMPSHIRE AVENUE NW STE | WASHINGTON | DC | 20037 | NONE | PC | VETERAN FAMILIES PROGRAMS | $1,030,000 | 1020 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | SCHOOL OF NURSING | $400,000 | |
| CENTER FOR A SECURE FREE SOCIETY (SFS) | ||||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | NONE | PC | EDUCATIONAL FORUM | $3,000 | |
| CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES | ||||||||
| 1616 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | NATIONAL SECURITY PROGRAMS | $200,000 | |
| CERTELL INC | ||||||||
| 2201 E 46TH STREET SUITE 302 | INDIANAPOLIS | IN | 46205 | NONE | PC | EDUCATIONAL COURSES AND MATERIALS | $160,000 | |
| CHAPEL HAVEN INCORPORATED | ||||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | NONE | PC | DISABILITIES EDUCATION AND SOCIAL SERVICES | $10,000 | |
| CHARLOTTE LOZIER INSTITUTE AKA SUSAN B ANTHONY LIST | ||||||||
| 2800 SHIRLINGTON RD STE 1200 | ARLINGTON | VA | 22209 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $1,000,000 | |
| CHILDREN'S NATIONAL MEDICAL CENTER | ||||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | NONE | PC | NURSING AND MENTAL HEALTH PROGRAMS | $400,000 | |
| COLLEGE OF THE ATLANTIC | ||||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | NONE | PC | CAMPUS EDUCATIONAL INITIATIVES | $50,000 | |
| COLLEGIATE DIRECTIONS INC | ||||||||
| 4827 RUGBY AVE STE 001 | BETHESDA | MD | 20814 | NONE | PC | COLLEGE ACCESS AND SUCCESS FOR LOW-INCOME STUDENTS | $300,000 | |
| CONSTITUTING AMERICA | ||||||||
| 9382 MT VERNON CIRCLE | ALEXANDRIA | VA | 22309 | NONE | PC | EDUCATIONAL PROGRAMS ON THE CONSTITUTION | $300,000 | |
| CONSUMER ACTION NETWORK | ||||||||
| 1029 VERMONT AVENUE NW SUITE 810 | WASHINGTON | DC | 20005 | NONE | PC | SOCIAL SERVICES | $475,000 | |
| COUNCIL FOR THE ADVANCEMENT OF SCIENCE WRITING | ||||||||
| 2217 NW 64TH STREET | SEATTLE | WA | 98107 | NONE | PC | SHARON BEGLEY SCIENCE REPORTING AWARD | $10,000 | |
| CULTURE WISE STUDIES INC | ||||||||
| 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $450,000 | |
| DAILY CALLER NEWS FOUNDATION | ||||||||
| 1775 EYE STREET NW SUITE 1150-291 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC INTEREST JOURNALISM | $10,000 | |
| DARROW SCHOOL | ||||||||
| 110 DARROW RD | NEW LEBANON | NY | 12125 | NONE | PC | ENVIRONMENTAL CENTER | $500,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 7 LEBANON STREET SUITE 302 6015 | HANOVER | NH | 03755 | NONE | PC | POSTDOCTORAL FELLOWSHIP PROGRAMS | $300,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $14,000,000 | |
| DOWNTOWN EVENING SOUP KITCHEN | ||||||||
| 311 TEMPLE STREET | NEW HAVEN | CT | 06511 | NONE | PC | TOWARDS THE DINNER & PANTRY PROGRAM | $20,000 | |
| ENCOUNTER FOR CULTURE AND EDUCATION | ||||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | NONE | POF | EDUCATIONAL PUBLICATIONS | $65,000 | |
| ENOUGH IS ENOUGH | ||||||||
| PO BOX 1532 | GREAT FALLS | VA | 22066 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $400,000 | |
| FORGE LEADERSHIP NETWORK | ||||||||
| 707 MIAMISBURG-CENTERVILLE RD | DAYTON | OH | 45459 | NONE | PC | LEADERSHIP AND EDUCATION PROGRAMS | $200,000 | |
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | PC | MEDICAL RESEARCH | $1,000,000 | 100 |
| FOUNDATION FOR CULTURAL REVIEW INC | ||||||||
| 900 BROADWAY STE 602 | NEW YORK | NY | 10003 | NONE | PC | EDUCATIONAL PUBLICATIONS | $75,000 | |
| 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 IN EDUCATION INC | ||||||||
| 510 WALNUT STREET STE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | CAMPUS EDUCATIONAL INITIATIVES | $300,000 | |
| FREE TO CHOOSE NETWORK | ||||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | NONE | PC | EDUCATIONAL PUBLICATIONS AND MEDIA | $800,000 | |
| FREEDOM ALLIANCE | ||||||||
| 22570 MARKEY COURT SUITE 240 | DULLES | VA | 20166 | NONE | PC | SCHOLARSHIP AND STUDENT EDUCATIONAL PROGRAMS | $210,000 | |
| FRIENDS OF ACADIA | ||||||||
| 43 COTTAGE STREET PO BOX 45 | BAR HARBOR | ME | 04609 | NONE | PC | ENVIRONMENTAL AND EDUCATIONAL INITIATIVES | $10,000 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | SCHOLARSHIP AND EDUCATIONAL PROGRAMS | $300,000 | |
| GATESTONE INSTITUTE | ||||||||
| 14 E 60TH STREET SUITE 705 | NEW YORK | NY | 10022 | NONE | PC | EDUCATIONAL RESEARCH AND PUBLICATIONS | $125,000 | |
| GEORGE MASON UNIVERSITY | ||||||||
| 4400 UNIVERSITY DR MS1A3 | FAIRFAX | VA | 22030 | NONE | PC | LAW AND ECONOMICS CENTER | $200,000 | |
| GLOUCESTER INSTITUTE | ||||||||
| 8229 BOONE BLVD | TYSONS CORNER | VA | 22182 | NONE | PC | YOUTH LEADERSHIP PROGRAMS | $500,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $1,500,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | SCHOLARSHIP ENDOWMENTS | $2,000,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW FOURTH | WASHINGTON | DC | 20004 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $125,000 | FLOOR |
| IN SERIES INC | ||||||||
| 1835 14TH ST NW | WASHINGTON | DC | 20009 | NONE | PC | ARTS PROGRAM | $2,000 | |
| INDEPENDENT WOMENS FORUM (IWF) | ||||||||
| 4 WEEMS LANE SUITE 312 | WINCHESTER | VA | 22601 | NONE | PC | PUBLIC POLICY EDUCATION AND RESEARCH | $1,930,000 | |
| INFORMING AMERICA INC | ||||||||
| 1747 PENNSYLVANIA AVE NW SUITE 1000 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC INTEREST JOURNALISM AND EDUCATIONAL OUTREACH | $1,500,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3434 WASHINGTON BOULEVARD MC 1C5 | ARLINGTON | VA | 22201 | NONE | PC | HIGHER EDUCATION INITIATIVES | $100,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | PUBLIC INTEREST LITIGATION | $200,000 | |
| INSTITUTE FOR RESPONSIBLE CITIZENSHIP INC | ||||||||
| 1227 25TH STREET NW SUITE 600 | WASHINGTON | DC | 20037 | NONE | PC | TOWARDS SUMMER PROGRAMS IN WASHINGTON, D.C. | $500,000 | |
| INSTITUTE FOR THE STUDY OF WAR | ||||||||
| 1400 16TH STREET NW SUITE 515 | WASHINGTON | DC | 22044 | NONE | PC | NATIONAL SECURITY RESEARCH AND EDUCATION | $50,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | HIGHER EDUCATION INITIATIVES | $30,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | HIGHER EDUCATION INITIATIVES | $200,000 | |
| INTERNATIONAL SPY MUSEUM | ||||||||
| 700 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | NONE | PC | YOUTH AND COMMUNITY EDUCATION PROGRAMS | $300,000 | |
| INTERNATIONAL STUDENT HOUSE OF WASHINGTON DC | ||||||||
| 1825 R STREET NW | WASHINGTON | DC | 20008 | NONE | PC | RESIDENTIAL EDUCATION PROGRAMS | $25,000 | |
| ISLAND CONNECTIONS | ||||||||
| 93 COTTAGE STREET SUITE 101 | BAR HARBOR | ME | 04609 | NONE | PC | VOLUNTEER DRIVER SUPPORT | $5,000 | |
| ISLAND HOUSING TRUST | ||||||||
| 1366 STATE HIGHWAY 102 | BAR HARBOR | ME | 04609 | NONE | PC | COMMUNITY HOUSING OPPORTUNITIES | $50,000 | |
| JACK KEMP FOUNDATION | ||||||||
| 5614 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20015 | NONE | PC | COMMUNITY DEVELOPMENT RESEARCH AND EDUCATION | $75,000 | 305 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA) | ||||||||
| 1101 14TH AVENUE NW NO 1030 | WASHINGTON | DC | 20008 | NONE | PC | EDUCATIONAL LEADERSHIP PROGRAMS | $300,000 | |
| JOB CREATORS NETWORK FOUNDATION | ||||||||
| 15455 NORTH DALLAS PARKWAY SUITE | ADDISON | TX | 75001 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $500,000 | 600 |
| JOB CREATORS NETWORK FOUNDATION | ||||||||
| 15455 NORTH DALLAS PARKWAY SUITE | ADDISON | TX | 75001 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $500,000 | 600 |
| JOHN JAY INSTITUTE | ||||||||
| 705 S BELLEVUE AVE | LANGHORNE | PA | 19047 | NONE | PC | ACADEMIC SEMINAR PROGRAMS | $75,000 | |
| JUBILEE JOBS INC | ||||||||
| 2712 ONTARIO RD NW | WASHINGTON | DC | 20009 | NONE | PC | LOW-INCOME JOBS TRAINING | $50,000 | |
| KEYSTONE SERVICE SYSTEMS INC | ||||||||
| 1078 GRAVEL HILL ROAD | GRANTVILLE | PA | 17028 | NONE | PC | VETERANS PROGRAMS | $100,000 | |
| 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 NO 100 | ALEXANDRIA | VA | 22303 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $300,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | CAMPUS EDUCATIONAL INITIATIVES | $250,000 | |
| LITTLE WORKERS OF THE SACRED HEARTS OF JESUS AND MARY | ||||||||
| 3620 15TH ST NE | WASHINGTON | DC | 20017 | NONE | PC | LOW-INCOME HEALTH SERVICES | $290,000 | |
| MAINE SEACOAST MISSION | ||||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | NONE | PC | EDUCATIONAL AND SOCIAL SERVICES | $300,000 | |
| MAPLEBROOK SCHOOL INC | ||||||||
| 5142 ROUTE 22 | AMENIA | NY | 12501 | NONE | PC | OPERATIONAL AND INSTRUCTIONAL SUPPORT | $400,000 | |
| MAPLEBROOK SCHOOL INC | ||||||||
| 5142 ROUTE 22 | AMENIA | NY | 12501 | NONE | PC | OPERATIONAL AND INSTRUCTIONAL SUPPORT | $200,000 | |
| MASTERS SCHOOL | ||||||||
| 49 CLINTON AVE | DOBBS FERRY | NY | 10522 | NONE | PC | CAMPUS CONSTRUCTION PROJECT | $50,000 | |
| MASTERS SCHOOL | ||||||||
| 49 CLINTON AVE | DOBBS FERRY | NY | 10522 | NONE | PC | FACULTY SUPPORT | $20,000,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 1900 CAMPUS COMMONS DRIVE 600 | RESTON | VA | 20191 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $2,000,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 1900 CAMPUS COMMONS DRIVE 600 | RESTON | VA | 20191 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $50,000 | |
| MIDDLE EAST CHILDREN'S INSTITUTE INC | ||||||||
| 63 FOREST AVENUE SUITE 5B | LOCUST VALLEY | NY | 11560 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $50,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | ||||||||
| 1819 L STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $1,000,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | ||||||||
| 1819 L STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $100,000 | |
| MOUNT DESERT ISLAND HOSPITAL | ||||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | NONE | PC | HEALTH SERVICES AND EDUCATION | $350,000 | |
| MOUNT DESERT ISLAND YMCA | ||||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | NONE | PC | COMMUNITY SERVICES AND EDUCATION | $25,000 | |
| MOVING PICTURE INSTITUTE | ||||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | NONE | PC | EDUCATIONAL MEDIA PRODUCTION | $500,000 | |
| NATIONAL FATHERHOOD INITIATIVE | ||||||||
| 12410 MILESTONE CENTER DRIVE SUITE | GERMANTOWN | MD | 20876 | NONE | PC | PUBLIC EDUCATION AND TRAINING PROGRAMS | $75,000 | 600 |
| NATIONAL HISTORY DAY | ||||||||
| 4511 KNOX ROAD SUITE 205 | COLLEGE PARK | MD | 20740 | NONE | PC | YOUTH EDUCATIONAL PROGRAMS | $100,000 | |
| NATIONAL PARK TRUST INC | ||||||||
| 401 EAST JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | NONE | PC | YOUTH AND MILITARY FAMILIES PROGRAMS | $260,000 | |
| NATIONAL TAXPAYERS UNION FOUNDATION | ||||||||
| 122 C STREET NW SUITE 650 | WASHINGTON | DC | 20001 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $200,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 2600 VIRGINIA AVENUE NW 1100 | WASHINGTON | DC | 20037 | NONE | PC | HISTORIC PRESERVATION PROGRAMS | $15,000 | |
| NETWORK OF ENLIGHTENED WOMEN INC | ||||||||
| 1360 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | NONE | PC | EDUCATIONAL AND LEADERSHIP TRAINING PROGRAMS | $150,000 | |
| NORTHEAST HARBOR LIBRARY | ||||||||
| 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | NONE | PC | SCHOLARSHIP PROGRAM AND OPERATIONS | $40,000 | |
| OPERATION OPPORTUNITY FOUNDATION DBA THE WARRIOR SCHOLAR PROJECT | ||||||||
| 1012 14TH ST NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | PC | VETERANS EDUCATION PROGRAMS | $300,000 | |
| OPERATION RECOVERY | ||||||||
| 23781 US HWY 27 SUITE 412 | LAKE WALES | FL | 33859 | NONE | PC | HUMANITARIAN ASSISTANCE PROGRAMS | $50,000 | |
| OUR COMMUNITY SALUTES - USA | ||||||||
| 41 COHASSET LANE | CHERRY HILL | NJ | 08003 | NONE | PC | HIGH SCHOOL PROGRAMS | $700,000 | |
| OUR COMMUNITY SALUTES - USA | ||||||||
| 41 COHASSET LANE | CHERRY HILL | NJ | 08003 | NONE | PC | HIGH SCHOOL PROGRAMS | $100,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | PUBLIC INTEREST LITIGATION AND EDUCATIONAL OUTREACH | $150,000 | |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | ||||||||
| 101 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $100,000 | |
| PARENTS DEFENDING EDUCATION | ||||||||
| 4532 LEE HWY NUMBER 119 | ARLINGTON | VA | 22207 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $150,000 | |
| PARLIAMENTARY INTELLIGENCE-SECURITY FORUM | ||||||||
| 20 F ST NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | SCHOLARSHIP PROGRAMS | $100,000 | |
| PLIMOTH PATUXET MUSEUM INC AKA PLIMOTH PLANTATION INC | ||||||||
| 137 WARREN AVE PO BOX 1620 | PLYMOUTH | MA | 02362 | NONE | PC | HISTORIC PRESERVATION PROGRAM | $400,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | PUBLIC EDUCATIONAL OUTREACH | $300,000 | |
| REPUBLIC BOOK PUBLISHERS | ||||||||
| 27 WEST 20TH STREET SUITE 1103 | NEW YORK | NY | 10011 | NONE | PC | EDUCATIONAL PUBLICATIONS | $150,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | HUMANITARIAN ASSISTANCE PROGRAMS | $75,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | HUMANITARIAN ASSISTANCE PROGRAMS | $75,000 | |
| 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 RD NW | WASHINGTON | DC | 20016 | NONE | PC | FY22 SIBLEY UNITY CANCER NAVIGATORS PROGRAM | $100,000 | |
| SISTER STATES OF MARYLAND | ||||||||
| 16 FRANCIS STREET | ANNAPOLIS | MD | 21403 | NONE | PC | INTERNATIONAL CULTURAL, EDUCATIONAL, AND HEALTH EXCHANGES | $200,000 | |
| SMITHSONIAN INSTITUTION FBO SMITHSONIAN WOMEN'S COMMITTEE | ||||||||
| 1000 JEFFERSON DR SW | WASHINGTON | DC | 20560 | NONE | PC | SMITHSONIAN CRAFT SHOW | $20,000 | |
| SOCIETY OF MAYFLOWER DESCENDANTS OF NEW YORK | ||||||||
| 20 WEST 44TH STREET RM 505 | NEW YORK | NY | 10036 | NONE | PC | EDUCATIONAL OUTREACH PROGRAMS | $5,000 | |
| SOCIETY OF THE FOUR ARTS | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | ARTS PROGRAM | $25,000 | |
| SPEECH FIRST INC | ||||||||
| 1300 I ST NW STE 400E | WASHINGTON | DC | 20005 | NONE | PC | CAMPUS EDUCATIONAL PROGRAMS | $250,000 | |
| STEAMBOAT INSTITUTE | ||||||||
| 27855 WHITEWOOD DRIVE EAST | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | LEADERSHIP EDUCATION PROGRAMS | $100,000 | |
| SUBURBAN HOSPITAL FOUNDATION INC | ||||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | NONE | SO I | SUBURBAN HOSPITAL NURSING EXCELLENCE PROGRAMS | $250,000 | |
| SUCCESS ACADEMY CHARTER SCHOOL | ||||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | NONE | PC | ACADEMIC PROGRAMS | $10,000 | |
| TENEO NETWORK INC | ||||||||
| 2606 W 8TH ST | AUSTIN | TX | 78703 | NONE | PC | PUBLIC EDUCATION AND LEADERSHIP TRAINING PROGRAMS | $500,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| 2132 ALLEN BUILDING 4420 TAMU | COLLEGE STATION | TX | 77843 | NONE | PC | GRADUATE NATIONAL SECURITY PROGRAMS | $7,000,000 | |
| THE INSTITUTE FOR FAMILY STUDIES | ||||||||
| PO BOX 1502 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $100,000 | |
| THE JACKSON LABORATORY | ||||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | NONE | PC | MEDICAL RESEARCH | $150,000 | |
| THE NATIONAL WORLD WAR II MUSEUM | ||||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | PC | PUBLIC EDUCATION AND OPERATIONS | $50,000 | |
| TIM TEBOW FOUNDATION | ||||||||
| 7700 SQUARE LAKE BLVD | JACKSONVILLE | FL | 32256 | NONE | PC | YOUTH EDUCATION AND SOCIAL SERVICES | $2,500,000 | |
| TRUST FOR THE NATIONAL MALL | ||||||||
| 1300 PENNSYLVANIA AVE NW SUITE 370 | WASHINGTON | DC | 20004 | NONE | PC | RESTORATION AND SUSTAINABILITY PROJECTS | $50,000 | |
| US FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS | ||||||||
| 701 PENNSYLVANIA AVE NW 123 | WASHINGTON | DC | 20004 | NONE | PC | WORLD WAR I MEMORIAL | $250,000 | |
| V5 INITIATIVE INC | ||||||||
| PO BOX 40471 | WASHINGTON | DC | 20016 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $200,000 | |
| VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC | ||||||||
| 900 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | PUBLIC EDUCATIONAL PROGRAMS | $900,000 | |
| VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC | ||||||||
| 900 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | MUSEUM PROGRAMS | $10,000 | |
| WASHINGTON TENNIS & EDUCATION FOUNDATION INC | ||||||||
| 5220 16TH ST NW | WASHINGTON | DC | 20011 | NONE | PC | YOUTH EDUCATIONAL PROGRAMS | $200,000 | |
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | ||||||||
| 1300 PENNSYLVANIA AVE NW SUITE 8 | WASHINGTON | DC | 20004 | NONE | PC | ACADEMIC RESEARCH AND SCHOLARSHIP | $400,000 | |
| YOUNG AMERICANS AGAINST SOCIALISM | ||||||||
| PO BOX 345 | CAMBRIDGE | NY | 12816 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,523,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN PRIVATE RADIO | |||||||
| 1723-B UNIVERSITY AVE SUITE 361 | OXFORD | MS | 38655 | NONE | PC | EDUCATIONAL BROADCAST PROGRAMING | $600,000 |
| CHAPEL HAVEN ENDOWMENT | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | NONE | SO I | STAFF SUPPORT | $2,000,000 |
| CHAPEL HAVEN INC | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | NONE | PC | STAFF SUPPORT | $2,000,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 15251 PLEASANT VALLEY RD PO BOX 11 | CENTER CITY | MN | 55012 | NONE | PC | TOWARDS THE FAMILY AND CHILDRENS PROGRAMS. | $2,000,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $5,000,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GRADUATE EDUCATION | $5,000,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | HIGHER EDUCATION INITIATIVES | $1,000,000 |
| PENTAGON MEMORIAL FUND INC | |||||||
| 901 N GLEBE ROAD SUITE 200 | ARLINGTON | VA | 22203 | NONE | PC | VISITOR EDUCATION AND OPERATIONS | $1,250,000 |
| THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC POLICY RESEARCH AND EDUCATION | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,850,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,091 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,421,092 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,741,066 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $124 |
| EXCISE TAX REFUND | 01 | $1,176,905 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,415,278 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,415,278 | 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 | $335,000 | Amt |
| Net Investment Income | $156,324 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $156,324 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 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 | $296,821 | NO | DISBURSEMENT REPORT AT 12/31/22 | 2022-12-31 | 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 | $584,020 | NO | DISBURSEMENT REPORT AT 12/31/22 | 2022-12-31 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| ENCOUNTER FOR CULTURE AND EDUCATION | |||||||||||
| 900 BROADWAY STE 601 | NEW YORK | NY | 10003 | 2022-11-17 | $15,000 | SUPPORT FOR ENCOUNTER BOOKS EDUCATIONAL PROGRAM | $15,000 | NO | 1/17/23 | 2023-01-17 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| ENCOUNTER FOR CULTURE AND EDUCATION | |||||||||||
| 900 BROADWAY STE 601 | NEW YORK | NY | 10003 | 2022-09-01 | $25,000 | SUPPORT FOR ENCOUNTER BOOKS EDUCATIONAL PROGRAM | $25,000 | NO | 1/17/23 | 2023-01-17 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| ENCOUNTER FOR CULTURE AND EDUCATION | |||||||||||
| 900 BROADWAY STE 601 | NEW YORK | NY | 10003 | 2022-05-24 | $25,000 | SUPPORT FOR ENCOUNTER BOOKS EDUCATIONAL PROGRAM | $25,000 | NO | 3/8/23 | 2023-03-08 | 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 | $105,980,320 | $105,980,320 |
| VANGUARD LONG-TERM CORP BOND | $34,902,310 | $34,902,310 |
| VANGUARD TOTAL BOND MARKET ETF | $115,525,904 | $115,525,904 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LINDE PLC COM | $800,446 | $800,446 |
| MARTIN MARIETTA MATERIALS COM | $655,662 | $655,662 |
| HONEYWELL INTERNATIONAL INC COM | $1,267,370 | $1,267,370 |
| OTIS WORLDWIDE CORP COM | $682,863 | $682,863 |
| RAYTHEON TECHNOLOGUIES CORP COM | $1,189,140 | $1,189,140 |
| UNION PAC CORP COM | $713,149 | $713,149 |
| ALPHABET INC CAP STOCK CLASS C | $1,433,877 | $1,433,877 |
| ALPHABET INC CAP STOCK CLASS A | $1,078,171 | $1,078,171 |
| DISNEY WALT CO COM | $458,205 | $458,205 |
| T MOBILE US INC COM | $907,200 | $907,200 |
| AMAZON.COM INC COM | $1,806,000 | $1,806,000 |
| DOLLAR GENERAL CORP NEW COM | $666,106 | $666,106 |
| HOME DEPOT INC COM | $1,082,768 | $1,082,768 |
| TJX COS INC NEW COM | $705,654 | $705,654 |
| COSTCO WHOLESALE CORP NEW COM | $517,671 | $517,671 |
| MONDELEZ INTL INC COM | $719,420 | $719,420 |
| PEPSICO INC COM | $662,842 | $662,842 |
| CHEVRON CORP NEW COM | $688,883 | $688,883 |
| CONOCOPHILLIPS COM | $515,660 | $515,660 |
| PIONEER NAT RES CO COM | $1,024,786 | $1,024,786 |
| BLACKROCK INC COM | $495,332 | $495,332 |
| BLACKSTONE INC | $673,942 | $673,942 |
| CME GROUP INC COM | $308,405 | $308,405 |
| INTERCONTINENTAL EXCHANGE INC COM | $471,401 | $471,401 |
| JPMORGAN CHASE & CO COM | $634,829 | $634,829 |
| PNC FINL SERVICES GROUP INC COM | $726,524 | $726,524 |
| S&P GLOBAL INC COM | $869,504 | $869,504 |
| SVB FINANCIAL GROUP COM | $312,530 | $312,530 |
| SCHWAB CHARLES CORP NEW COM | $1,221,091 | $1,221,091 |
| US BANCORP DEL COM NEW | $627,853 | $627,853 |
| AMERICAN TOWER CORPORATION | $524,142 | $524,142 |
| PROLOGIS INC COM | $441,563 | $441,563 |
| ABBOTT LABORATORIES COM | $664,888 | $664,888 |
| ASTRAZENECA PLC SPONSORED ADR | $982,490 | $982,490 |
| DANAHER CORP COM | $1,038,323 | $1,038,323 |
| IQVIA HOLDINGS INC COM | $485,589 | $485,589 |
| STRYKER CORP COM | $739,093 | $739,093 |
| THERMO FISHER CORP COM | $843,106 | $843,106 |
| UNITEDHEALTH GROUP INC COM | $1,774,512 | $1,774,512 |
| ZOETIS INC CLASS A | $490,649 | $490,649 |
| TE CONNECTIVITY LTD REG SHARES | $635,992 | $635,992 |
| ADOBE INC | $583,880 | $583,880 |
| ANALOG DEVICES INC COM | $734,690 | $734,690 |
| APPLE INC COM | $1,502,900 | $1,502,900 |
| AUTOMATIC DATA PROCESSING INC COM | $414,183 | $414,183 |
| CISCO SYSTEMS INC COM | $936,888 | $936,888 |
| FIDELITY NATIONAL INFORMATION SERVICES INC COM | $435,258 | $435,258 |
| FISERV INC COM | $587,722 | $587,722 |
| MISCROSOFT CORP COM | $3,112,864 | $3,112,864 |
| QUALCOMM INC COM | $538,156 | $538,156 |
| ROPER TECHNOLOGIES, INC. | $814,058 | $814,058 |
| SALESFORCE INC | $689,998 | $689,998 |
| VISA INC COM CLASS A | $1,706,748 | $1,706,748 |
| AMERICAN WATER WORKS CO INC NEW COM | $186,410 | $186,410 |
| NEXTERA ENERGY INC COM | $1,245,055 | $1,245,055 |
| ABBVIE INC | $4,205,092 | $4,205,092 |
| ARES MANAGEMENT CORPORATION | $2,698,452 | $2,698,452 |
| BROADCOM INC | $4,029,091 | $4,029,091 |
| CME GROUP INC | $3,070,097 | $3,070,097 |
| CONOCOPHILLIPS | $4,237,852 | $4,237,852 |
| CUMMINS INC | $3,125,299 | $3,125,299 |
| ENTERPRISE PRODUCTS PARTNERS LP | $3,699,140 | $3,699,140 |
| GENUINE PARTS CO | $4,362,041 | $4,362,041 |
| HOME DEPOT INC | $2,767,881 | $2,767,881 |
| INTERPUBLIC GROUP COS INC | $2,314,945 | $2,314,945 |
| JOHNSON & JOHNSON | $3,334,799 | $3,334,799 |
| KEURIG DR PEPPER INC | $3,142,680 | $3,142,680 |
| KEYCORP NEW | $2,776,522 | $2,776,522 |
| LAMAR ADVERTISING CO NEW | $3,437,482 | $3,437,482 |
| M D C HOLDINGS INC | $1,530,609 | $1,530,609 |
| OLD REPUBLIC INTERNATIONAL CORP | $2,986,631 | $2,986,631 |
| PAYCHEX INC | $2,177,959 | $2,177,959 |
| PROCTER & GAMBLE CO | $3,698,367 | $3,698,367 |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $3,450,726 | $3,450,726 |
| SNAP ON INC | $2,726,571 | $2,726,571 |
| TARGET CORP | $2,745,019 | $2,745,019 |
| TEXAS INSTRUMENTS INC. | $1,488,632 | $1,488,632 |
| UNION PAC CORP | $2,482,355 | $2,482,355 |
| UNITED PARCEL SERVICE CLASS B | $2,478,089 | $2,478,089 |
| UNILEVER PLC | $2,847,997 | $2,847,997 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $152,603,489 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $152,603,489 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PINEBROOK CAPITAL PARTNERS II LP | FMV | $428,648 | $428,648 |
| ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND, LLC | FMV | $58,000 | $58,000 |
| EXCEL VENTURE FUND II, LP | FMV | $261,913 | $261,913 |
| WISHBONE ACQUISITIONS LLC | FMV | $425,083 | $425,083 |
| GMO BENCHMARK FREE ALLOCATION FUND | FMV | $92,357,446 | $92,357,446 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II | FMV | $2,457,293 | $2,457,293 |
| ELLIOT CO-INVESTMENT | FMV | $7,000,177 | $7,000,177 |
| OAKTREE OPPORTUNITIES FUND X | FMV | $2,010,920 | $2,010,920 |
| OAKTREE OPPORTUNITIES FUND XB | FMV | $6,931,552 | $6,931,552 |
| OAKTREE OPPORTUNITIES FUND XI | FMV | $12,144,478 | $12,144,478 |
| PE PREMIER GA MAP OFFSHORE | FMV | $753,647 | $753,647 |
| POINTER OFFSHORE II LTD CLASS P1 SER 1 | FMV | $2,853,523 | $2,853,523 |
| PRIVATE ADVISOR SMALL COMPANY PEF IX | FMV | $8,095,850 | $8,095,850 |
| PRIVATE ADVISOR SMALL COMPANY PEF VIII | FMV | $11,585,422 | $11,585,422 |
| RRE VENTURES VII, L.P. | FMV | $441,040 | $441,040 |
| SCHRODER FOCUS FUND II (CAYMAN) LTD | FMV | $24,306,756 | $24,306,756 |
| ACL ALTERNATIVE FUND - CLASS A | FMV | $106,811,107 | $106,811,107 |
| AHL (CAYMAN) SPC CLASS A1 EVOLUTION | FMV | $53,851,384 | $53,851,384 |
| BREVEN HOWARD LTD CLASS J | FMV | $41,858,892 | $41,858,892 |
| EXODUS POINT PARTNERS INTL FUND | FMV | $17,111,475 | $17,111,475 |
| GRAHAM ABSOLUTE RETURN LTD | FMV | $73,013,846 | $73,013,846 |
| MILLENIUM INTERNATIONAL LTD CLASS EE | FMV | $4,900,103 | $4,900,103 |
| MILLENIUM INTERNATIONAL LTD CLASS GG | FMV | $110,066,389 | $110,066,389 |
| POINTER OFFSHORE II LTD AE SER 1 | FMV | $48,082,733 | $48,082,733 |
| WEATHERLOW OFFSHORE FUND I LTD CLASS IA | FMV | $31,878,154 | $31,878,154 |
| WMQS GLOBAL EQUITY OFFSHORE CL F-2 SERIES 01A | FMV | $50,184,274 | $50,184,274 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $380,026 | $352,157 | $27,869 | $27,869 |
| COMPUTER SOFTWARE | $479,400 | $479,400 | $0 | |
| LEASEHOLD IMPROVEMENT | $1,304,321 | $661,173 | $643,148 | $643,148 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $835,783 | LegalFeesAmt |
| Net Investment Income | $83,578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $765,128 | 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 | $70,582 | $171,463 | $171,463 |
| RIGHT OF USE ASSET (NET) | $0 | $702,364 | $702,364 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $124,376,035 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $124,570 | $0 | $126,056 |
| OFFICE SUPPLIES | $39,216 | $0 | $39,216 |
| POSTAGE & DELIVERY | $475 | $0 | $475 |
| TELEPHONE & FAX | $15,126 | $0 | $14,564 |
| SUBSCRIPTIONS & MEMBERSHIPS | $6,961 | $0 | $12,316 |
| EQUIPMENT RENTAL & MAINTENANCE | $19,379 | $0 | $24,252 |
| OTHER FEES | $3,643 | $0 | $3,684 |
| PARTNERSHIP EXPENSES | $0 | $9,237,774 | $0 |
| BANK FEES | $6,536 | $6,536 | $0 |
| AMORTIZATION | $146,472 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP ORDINARY INCOME | -$2,020 | ||
| PARTNERSHIP ROYALTIES | $36,523 | ||
| PARTNERSHIP OTHER INCOME | $291,010 | ||
| PARTNERSHIP RENTAL INCOME | $2,564 | ||
| OTHER INCOME | $124 | $124 | |
| EXCISE TAX REFUND | $1,176,905 | $1,176,905 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED | Desc |
| Amt | $2,476,813 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $77,586 | $0 |
| DEFERRED LEASEHOLD INCENTIVE | $131,427 | $0 |
| DEFERRED TAX LIABILITY | $3,647,101 | $1,926,797 |
| 457(B) AND 457(F) PLAN LIABILITIES | $70,582 | $171,463 |
| LEASE LIABILITY | $0 | $881,860 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $16,910 | $12,101 | $8,067 |
| RETIREMENT MANAGEMENT | $21,658 | $0 | $22,975 |
| INVESTMENT FEES - ATLANTIC TRUST | $222,312 | $223,700 | $0 |
| INVESTMENT FEES - FSTC | $2,862,781 | $2,862,781 | $0 |
| CONSULTING - MANAGEMENT | $339,020 | $341,599 | $20,100 |
| CONSULTING-COMPUTER SUPPORT | $124,801 | $0 | $122,229 |
| CONSULTING - GRANTEES | $239,989 | $0 | $234,336 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $169,963 | $85,106 | $85,106 |
| WORKERS COMP PREMIUMS | $12,935 | $5,061 | $5,061 |