DIANA DAVIS SPENCER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DIANA DAVIS SPENCER FOUNDATION (EIN 20-3672969)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349104294
- Schema version
- 2021v4.2
- 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 | 2022-11-15T13:06:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,510,145,435 | 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 | $27,535 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,459,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,453,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,933,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,080,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,926,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,405 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,461,565 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,448,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,869,679 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,049,314 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $993,381 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $993,381 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,050,698 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $506,380 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $506,380 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $716,638 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $358,698 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $358,698 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $950,478 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $95,048 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $899,964 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $306,263 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $163,306 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $163,306 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,796,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,351,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $347,729 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,492,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,406 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $74,406 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $231,910 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $194,546 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $197,122 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $82,690 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,476 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,429 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,337 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $304,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,566,303 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $179,958 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,184,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,108,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,804,757 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,993,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,746,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,177,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,108,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,550,952 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,729,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,760,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,851,636 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,742,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,742,133 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $27,405 | AcctRcvblAmt |
| Acct Rcvbl EOY | $27,405 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $27,405 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $553,008 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,053,808 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,053,808 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $247,355,441 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $186,001,321 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $186,001,321 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $232,791,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $279,117,148 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $279,117,148 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $325,425,709 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $310,524,323 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $310,524,323 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $485,270,168 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $639,732,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $639,732,878 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,156,309 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,285,375 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,214,336 | LandBOYAmt |
| Land EOY | $870,934 | LandEOYAmt |
| Land EOYFMV | $870,934 | LandEOYFMVAmt |
| Other Assets BOY | $4,903 | OtherAssetsBOYAmt |
| Other Assets EOY | $75,485 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $75,485 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,476,466,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,510,145,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,510,145,435 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $614,270 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,161,117 | AccountsPayableEOYAmt |
| Grants Payable BOY | $67,333,465 | GrantsPayableBOYAmt |
| Grants Payable EOY | $65,180,692 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,887,892 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,926,696 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $70,835,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,268,505 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,405,631,086 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,439,876,930 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,405,631,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,439,876,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,476,466,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,510,145,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,405,631,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,729,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,975,186 | OtherIncreasesAmt |
| Subtotal | $1,439,876,930 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,439,876,930 | 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 | $6,114,702 | $6,114,702 | $6,114,702 | |
| PARTNERSHIP LT CAPITAL | P | $8,800,683 | $8,800,683 | $8,800,683 | |
| PARTNERSHIP 1231 GAIN | P | $75,468 | $75,468 | $75,468 | |
| PUBLICLY TRADED SECURITIES | $8,621,575 | $2,782,577 | $2,782,577 | $5,838,998 | |
| PUBLICLY TRADED SECURITIES | $264,468,151 | $8,153,344 | $8,153,344 | $256,314,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,926,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $552,675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $552,675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $552,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $505,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $905,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,107 | EsPenaltyAmt |
| Overpayment | $346,218 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $346,218 | 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 | Yes (1) | 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 | Yes (1) | 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 (8 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 | $726,546 | $46,869 | $0 |
| ABBY SPENCER MOFFAT | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CEO & PRESIDENT | 40.00 | $709,000 | $60,118 | $0 |
| KIMBERLY F LAMANNA | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $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 | $620,029 | $20,306 | $0 |
| CHRISTOPHER BURN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 12.00 | $170,000 | $0 | $0 |
| JOHN RICHARDSON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 1.00 | $50,000 | $0 | $0 |
| RICHARD PAINTER | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 1.00 | $50,000 | $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 SHAW | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR PROGRAM MANAG | 40.00 | $236,934 | $100,567 | $0 |
| MARY HAMILTON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | PROJECT MANAGER | 40.00 | $196,451 | $83,493 | $0 |
| YHEIZZI OWEN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | GRANTS MANAGER | 40.00 | $158,729 | $88,951 | $0 |
| ELIZABETH SMIROLDO | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR RESEARCH ANAL | 40.00 | $184,800 | $43,848 | $0 |
| DEBORA MARTIN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR EXECUTIVE ASS | 40.00 | $128,800 | $53,668 | $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 ADVISORS | $972,816 |
| HAMLIN CAPITAL MANGEMENT LLS | |||||
| 640 FIFTH AVENUE 11TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT ADVISORS | $859,568 |
| JONES DAY | |||||
| PO BOX 7805 BEN FRANKLIN STATION | WASHINGTON | DC | 20044 | LEGAL | $491,207 |
| CAMERON LLP | |||||
| 818 CONNECTICUT AVE NW STE 900 | WASHINGTON | DC | 20006 | LEGAL | $388,902 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING SERVICES | $289,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $1,293,104,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,949,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,466,053,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,466,053,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,990,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,444,062,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,203,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,203,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $552,675 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $127,219 | IncomeTaxAmt |
| Total Tax | $679,894 | TotalTaxAmt |
| Distributable Before Adj | $71,523,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $27,405 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,550,654 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,550,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,550,952 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,550,952 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,550,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,921,755 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $28,921,755 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,550,952 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,550,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,999,702 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,999,702 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,922,053 | 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 | $16,922,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTON ACADEMY FOUNDATION | |||||||
| 2422 K STREET NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | THE ACTON ACADEMY GROWTH AND ENTREPRENEURSHIP FUND | $50,000 | |
| AFTER-SCHOOL ALL-STARS | |||||||
| 1331 H STREET NW STE 1100 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | TOWARDS THE DC CAPACITY BUILDING AND WORKFORCE DEVELOPMENT PROJECT | $250,000 | |
| AID TO THE CHURCH IN NEED | |||||||
| 725 LEONARD STREET 3RD FLOOR | BROOKLYN | NY | 11222 | PUBLIC CHARITY | TOWARDS GENERAL SUPPORT | $5,000 | |
| AMERICAN ENDEAVOR INC | |||||||
| 3407 NORTH SALFORD BOULEVARD | NORTH PORT | FL | 34286 | PUBLIC CHARITY | PROCLAIMING THE FORTITUDE OF THE AMERICAN SPIRIT PROJECT | $20,000 | |
| AMERICAN STRATEGY GROUP THE (CLAREMONT STRATEGY GROUP) | |||||||
| 937 W FOOTHILL BLVD SUITE C | CLAREMONT | CA | 91711 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $200,000 | |
| AMERICAN STUDIES CENTER FBO AMERICAN VETERANS CENTER | |||||||
| 1100 N GLEBE RD STE 910 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | 2021 AMERICAN VETERANS CENTER LEGACY PROJECT | $50,000 | |
| AMERICAN SWISS FOUNDATION INC | |||||||
| 271 MADISON AVENUE SUITE 1403 | NEW YORK | NY | 10016 | PUBLIC CHARITY | AMERICAN SWISS FOUNDATION ALUMNI RELATIONS EXPENSES AND COVID-19 RELATED EXPENSES | $225,000 | |
| AMERICAS FUTURE FOUNDATION | |||||||
| 1633 CONNECTICUT AVE NW NO 300 | WASHINGTON | DC | 20009 | PUBLIC CHARITY | THE ACTIVATING YOUNG ADVOCATES FOR LIBERTY PROJECT | $160,000 | |
| ANNE ARUNDEL COUNTY PUBLIC SCHOOLS | |||||||
| 1179 HAMMOND LANE | ODENTON | MD | 21113 | GOVERNMENT | TO BE ALLOCATED EXCLUSIVELY AS FOLLOWS; $21,000 TOWARDS THE COVID-19 SCHOOL IMPROVEMENT PROJECT AND $4,000 TOWARDS GENERAL SUPPORT TO ENRICH AND REWARD STUDENTS. | $25,000 | |
| ASIA AMERICA INITIATIVE | |||||||
| 1521 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | EXPANDING COMMUNITY STABILIZATION DURING THE COVID PANDEMIC PROJECT | $375,000 | |
| ATLAS ECONOMIC RESEARCH FOUNDATION | |||||||
| 4075 WILSON BLVD NO 310 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | AFGHANISTAN FREEDOM CHAMPIONS PROJECT | $50,000 | |
| BAR HARBOR FOOD PANTRY | |||||||
| 36 MOUNT DESERT STREET | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| BECKET FUND | |||||||
| 1200 NEW HAMPSHIRE AVE | WASHINGTON | DC | 20036 | PUBLIC CHARITY | STRATEGIC CAPACITY BUILDING FOR THE NEXT GENERATION OF SCHOLARS AND PRACTITIONERS PROJECT | $100,000 | |
| BEST FRIENDS FOUNDATION | |||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | PRIVATE FOUNDATION | HOW TO BE YOUR BEST SELF: PROMOTING SOCIAL-EMOTIONAL LEARNING. | $300,000 | |
| BETHESDA CHEVY CHASE RESCUE SQUAD | |||||||
| 5020 BATTERY LANE | BETHESDA | MD | 20814 | PUBLIC CHARITY | TO BE ALLOCATED EXCLUSIVELY AS FOLLOWS; $59,000 TOWARDS THE FIRE/RESCUE OPERATIONS PROGRAM AND $1,000 TOWARDS GENERAL OPERATING SUPPORT | $60,000 | |
| BULLIS SCHOOL | |||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | FINANCIAL AID PROGRAM | $100,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | |||||||
| BOX 97 | PLYMOUTH | VT | 05056 | PUBLIC CHARITY | TOWARDS THE CALVIN COOLIDGE SCHOLARSHIP PROGRAM | $100,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PUBLIC CHARITY | TOWARDS INCREASING FOOD ACCESS IN GREATER WASHINGTON, DC THROUGH EMERGENCY RESPONSE AND POLICY PROGRAMS | $150,000 | |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TOWARDS THE CAPITAL RESEARCH CORE PROGRAMS AND IMPACT VIDEO PROGRAMS | $350,000 | |
| CENTER FOR A SECURE FREE SOCIETY (SFS) | |||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | COMBATTING DISINFORMATION PROJECT | $100,000 | |
| CENTER FOR EDUCATION REFORM | |||||||
| 1455 PENNSYLVANIA AVE NW SUITE 250 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | PARENTAL CHOICE PROJECTS | $250,000 | |
| CHAPEL HAVEN INCORPORATED | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | PUBLIC CHARITY | COVID-19 RAINY DAY FUND | $500,000 | |
| CHAPEL HAVEN INCORPORATED | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | PUBLIC CHARITY | ANNUAL FUND | $100,000 | |
| CHAPEL HAVEN INCORPORATED | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | PUBLIC CHARITY | BEST BUDDIES PROJECT | $40,000 | |
| CHAPEL HAVEN INCORPORATED | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | PUBLIC CHARITY | FOR A FROZEN YOGURT/ICE CREAM MACHINE AND TRAINING ON THIS EQUIPMENT | $20,000 | |
| CODE 3 ASSOCIATION | |||||||
| 480 MALCOLM RD | VIENNA | VA | 22180 | PUBLIC CHARITY | TOWARDS THE UNIVERSITY STARTUPS PROJECT | $55,000 | |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | THE BROAD REACH CAMPAIGN, AS DESCRIBED IN THE APPLICATION AND AGREEMENT. | $50,000 | |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | THE BROAD REACH CAMPAIGN, AS DESCRIBED IN THE APPLICATION AND AGREEMENT. | $50,000 | |
| COLLEGIATE DIRECTIONS INC | |||||||
| 4827 RUGBY AVE STE 001 | BETHESDA | MD | 20814 | PUBLIC CHARITY | TOWARDS PROVIDING COMPREHENSIVE COLLEGE ACCESS AND SUCCESS SUPPORT PROJECTS FOR DC AREA YOUTH | $300,000 | |
| CULTURE WISE STUDIES INC | |||||||
| 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | PUBLIC CHARITY | BUILDING CHARACTER DEVELOPMENT IN FUTURE GENERATIONS BY PROMOTING CONSERVATIVE, FAMILY VALUES THROUGH THE MASS MEDIA | $250,000 | |
| DARTMOUTH COLLEGE | |||||||
| 7 LEBANON STREET SUITE 302 6015 | HANOVER | NH | 03755 | PUBLIC CHARITY | TO SUPPORT OF THE POSTDOCTORAL FELLOWS PROGRAM IN US FOREIGN POLICY AND INTERNATIONAL SECURITY, AN INTERDISCIPLINARY POSTDOCTORAL FELLOWSHIP PROGRAM AIMED AT BRINGING THE BEST SCHOLARS TO THE COLLEGE FOR A YEAR OF TEACHING, STUDY, RESEARCH AND ACADEMIC COLLABORATION ON ISSUES OF VITAL REAL WORLD IMPORTANCE TO US FOREIGN POLICY AND INTERNATIONAL | $300,000 | |
| DONORS TRUST | |||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | DONOR ADVISED FUND CONTRIBUTION | $7,000,000 | |
| DONORS TRUST INC | |||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | UPGRADES FOR DONORS TRUST INFRASTRUCTURE PROJECT | $250,000 | |
| EARTH UNIVERSITY FOUNDATION | |||||||
| 151 ELLIS STREET NE FLOOR 1 STE 133 | ATLANTA | GA | 30303 | PUBLIC CHARITY | TO BE ALLOCATED EXCLUSIVELY AS THE FOLLOWING: $100,000 EXCLUSIVELY TOWARDS THE EARTH UNIVERSITY EDUCATING ENTREPRENEURIAL LEADERS FOR A SUSTAINABLE AND PROSPEROUS FUTURE PROJECT; AND $25,000 EXCLUSIVELY TOWARDS THE EARTH UNIVERSITY FOUNDATION ENDOWMENT | $125,000 | |
| ENCOUNTER FOR CULTURE AND EDUCATION | |||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | PRIVATE OPERATING FO | GENERAL SUPPORT AND YOUTH OUTREACH PROGRAMS | $30,000 | |
| EPISCOPAL DIOCESE OF WASHINGTON FBO BISHOP WALKER SCHOOL FOR BOYS | |||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | PUBLIC CHARITY | TOWARDS GENERAL SUPPORT IN HONOR OF WILLIAM HAGUE | $25,000 | |
| ESSENTIALS IN EDUCATION FBO NATIONAL MARRIAGE WEEK USA | |||||||
| 115 EAST 62ND STREET | NEW YORK | NY | 10065 | PUBLIC CHARITY | NATIONAL MARRIAGE WEEK USA | $200,000 | |
| FOR LOVE OF CHILDREN | |||||||
| 1301 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | THE NEIGHBORHOOD TUTORING PROGRAM | $25,000 | |
| FOUNDATION FOR AMERICAN CONTENT AND ENTERTAINMENT FBO BOLDTV | |||||||
| 6740 COMMERCE RD | WEST BLOOMFIELD | MI | 48324 | PUBLIC CHARITY | TO SUPPORT DIGITAL MEDIA PROJECTS | $500,000 | |
| FOUNDATION FOR CULTURAL REVIEW INC | |||||||
| 900 BROADWAY STE 602 | NEW YORK | NY | 10003 | PUBLIC CHARITY | PROGRAM SUPPORT AND 40TH ANNIVERSARY PROJECTS | $30,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||
| 1819 PEACHTREE ROAD NE SUITE 300 | ATLANTA | GA | 30309 | PUBLIC CHARITY | REVOLUTION OF ONE AND FEE EN ESPAOL PROJECT | $150,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | |||||||
| 510 WALNUT STREET STE 1250 | PHILADELPHIA | PA | 19106 | PUBLIC CHARITY | TOWARDS GENERAL OPERATIONS | $200,000 | |
| FREE TO CHOOSE NETWORK | |||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PUBLIC CHARITY | TO SUPPORT GRANTEES PRODUCTION AND DISTRIBUTION OF NEW VIDEO AND ONLINE MEDIA CONTENT TO EDUCATE STUDENTS AND THE GENERAL PUBLIC IN THE UNITED STATES ON THE FUNDAMENTALS OF CIVICS AS ROOTED IN AMERICAS FOUNDING PRINCIPALS. CIVICS PROJECTS WITH JUDGE DOUGLAS GINSBURG. | $100,000 | |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY COURT SUITE 240 | DULLES | VA | 20166 | PUBLIC CHARITY | TOWARDS THE FREEDOM ALLIANCE SCHOLARSHIP FUND & STUDENT OUTREACH PROJECT | $200,000 | |
| FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | INSTITUTE FOR LEADERSHIP IN THE AMERICAS, THE ROBERT NOVAK JOURNALISM FELLOWSHIP PROGRAM, AND THE CREATION OF THE DIANA DAVIS SPENCER INTERNATIONAL AFFAIRS FELLOWSHIP FOR STUDENTS ATTENDING THE INSTITUTE OF ECONOMICS AND INTERNATIONAL AFFAIRS | $300,000 | |
| GATESTONE INSTITUTE | |||||||
| 14 E 60TH STREET SUITE 705 | NEW YORK | NY | 10022 | PUBLIC CHARITY | GATESTONE FELLOWS AND WRITERS PROJECT | $100,000 | |
| GCSEN FOUNDATION | |||||||
| 430 OLD NEIGHBORHOOD RD | KINGSTON | NY | 12401 | PUBLIC CHARITY | WHEATON COLLEGE CAMPUS CORE PROGRAM SUPPORT | $200,000 | |
| GCSEN FOUNDATION | |||||||
| 430 OLD NEIGHBORHOOD RD | KINGSTON | NY | 12401 | PUBLIC CHARITY | WHEATON COLLEGE CAMPUS CORE PROGRAM SUPPORT | $100,000 | |
| GCSEN FOUNDATION | |||||||
| 430 OLD NEIGHBORHOOD RD | KINGSTON | NY | 12401 | PUBLIC CHARITY | TOWARD THE GCSEN WHEATON COLLEGE (MA) CAMPUS PROGRAM 21-22 PROJECT | $500,000 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DR MS1A3 | FAIRFAX | VA | 22030 | PUBLIC CHARITY | DIANA DAVIS SPENCER FOUNDATION SCHOLARSHIP PROGRAM AT THE SCHAR SCHOOL | $450,000 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DR MS1A3 | FAIRFAX | VA | 22030 | PUBLIC CHARITY | $175,000 PER YEAR FOR THREE (3) YEARS TOWARDS JUDICIAL SEMINARS ON CAPITALISM, FREEDOM AND PROSPERITY; AND $25,000 PER YEAR FOR THREE (3) YEARS TOWARDS GENERAL SUPPORT OF THE GEORGE MASON LAW AND ECONOMICS CENTER | $200,000 | |
| GLOBAL GOOD FUND | |||||||
| 3066 HOBBS ROAD | GLENWOOD | MD | 21738 | PUBLIC CHARITY | TOWARDS GENERAL SUPPORT | $10,000 | |
| GOVERNMENT ACCOUNTABILITY INSTITUTE | |||||||
| 1414 PIEDMONT DRIVE EAST | TALLAHASSEE | FL | 32308 | PUBLIC CHARITY | TO BE ALLOCATED EXCLUSIVELY AS FOLLOWS: $200,000 TOWARDS RESEARCH PROGRAM INITIATIVES; AND $175,000 TOWARDS MEDIA DEPARTMENT INITIATIVES | $375,000 | |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 15251 PLEASANT VALLEY ROAD | CENTER CITY | MN | 55012 | PUBLIC CHARITY | TOWARDS THE BUILDING CAPACITY TO MEET THE NEEDS OF FAMILIES AFFECTED BY ADDICTION INITIATIVES | $300,000 | |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | TOWARDS THE ELECTION INTEGRITY, MARKETING, DEVELOPMENT AND CONVENING THOSE UNDER 40 PROGRAMS. | $1,500,000 | |
| HIRE HEROES USA | |||||||
| 1360 UNION HILL ROAD STE 2A | ALPHARETTA | GA | 30004 | PUBLIC CHARITY | INDEPENDENCE PROJECT | $543,195 | |
| INDEPENDENT WOMENS FORUM (IWF) | |||||||
| 4 WEEMS LANE | WINCHESTER | VA | 22601 | PUBLIC CHARITY | TOWARDS THE WINNING WOMEN PROGRAM | $500,000 | |
| INFORMING AMERICA INC | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 1000 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | GENERAL OPERATION SUPPORT | $1,500,000 | |
| INOVA HEALTH SYSTEM FOUNDATION | |||||||
| 8110 GATEHOUSE RD STE 200 | FALLS CHURCH | VA | 22042 | TYPE II SUPPORTING O | TEAM MEMBER COMPASSION AND RESILIENCE PROGRAM | $100,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | TOWARDS THE PRESERVING THE AMERICAN DREAM THROUGH STRATEGIC PUBLIC INTEREST LITIGATION | $150,000 | |
| INSTITUTE FOR RESPONSIBLE CITIZENSHIP INC | |||||||
| 1227 25TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20037 | PUBLIC CHARITY | TOWARDS GENERAL PROGRAM SUPPORT | $500,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | PUBLIC CHARITY | DIANA DAVIS SPENCER FOUNDATION DEBATE SERIES | $200,000 | |
| INTERNATIONAL SPY MUSEUM | |||||||
| 700 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | TOWARDS YOUTH EDUCATION PROGRAMS AND EXPANDING OUTREACH ALONGSIDE WITH CODE 3 ASSOCIATION | $200,000 | |
| INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION | |||||||
| 5614 CONNECTICUT AVE NW NO 341 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | FOR MULTIMEDIA PRODUCTION DIVISION PROJECTS | $225,000 | |
| IONA SENIOR SERVICES | |||||||
| 4125 ALBEMARLE STREET NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | IONA SENIOR SERVICES, MEMORIAL TRIBUTE FOR ANN H. WINSOR | $5,000 | |
| ISLAND HOUSING TRUST | |||||||
| 1366 STATE HIGHWAY 102 | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | TO SUPPORT YEAR ROUND HOUSING OPPORTUNITIES FOR PEOPLE WORKING ON MOUNT DESERT ISLAND (MDI), MAINE. ISLAND HOUSING | $50,000 | |
| ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN | |||||||
| 246 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $30,000 | |
| JACKSON LABORATORY | |||||||
| 10 DISCOVERY DRIVE | FARMINGTON | CT | 06032 | PUBLIC CHARITY | VISION RESEARCH PROJECT | $2,000,000 | |
| JAMES WILSON INSTITUTE FOR NATURAL RIGHTS AND THE AMERICAN FOUNDING | |||||||
| 722 12TH STREET NW FOURTH FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | JAMES WILSON INSTITUTE: A SECOND FOUNDING PROJECT | $100,000 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA) | |||||||
| 1101 14TH AVENUE NW NO 1030 | WASHINGTON | DC | 20008 | PUBLIC CHARITY | EDUCATIONAL MILITARY LEADERSHIP PROGRAM | $300,000 | |
| KEYSTONE SERVICE SYSTEMS INC | |||||||
| 1078 GRAVEL HILL ROAD | GRANTVILLE | PA | 17028 | PUBLIC CHARITY | TOWARDS THE SUSQUEHANNA SERVICE DOGS INFRASTRUCTURE AND PROFESSIONAL DEVELOPMENT PROJECTS | $100,000 | |
| KING BAUDOUIN FOUNDATION UNITED STATES | |||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PUBLIC CHARITY | ENTREPRENEURIAL YOUTH IN BRUSSELS | $12,000 | |
| LAND CONSERVATION ASSISTANCE NETWORK | |||||||
| 106 LAFAYETTER STREET SUITE 3G | YARMOUTH | ME | 04096 | PUBLIC CHARITY | THE GEORGIA LANDCAN, AN AMERICAN VALUE PROPOSITION | $75,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||||
| 2560 HUNTINGTON AVE NO 100 | ALEXANDRIA | VA | 22303 | PUBLIC CHARITY | DIANA DAVIS SPENCER FOUNDATION SCHOLARSHIP PROGRAM AT THE SCHAR SCHOOL | $300,000 | |
| LAWYERS DEMOCRACY FUND | |||||||
| 56295 LITTLE MONITEAU ROAD | CALIFORNIA | MO | 65018 | NC | EDUCATIONAL INITIATIVES, PUBLIC INTEREST LITIGATION AND NONPARTISAN POLICY RESEARCH ACTIVITIES IN CONNECTION WITH ITS ELECTION INTEGRITY INVESTMENT PROJECT, WHICH AIMS TO EDUCATE THE AMERICAN PUBLIC ON THE ISSUES OF VOTING IRREGULARITIES AND ELECTORAL SYSTEM INTEGRITY | $275,000 | |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | PUBLIC CHARITY | TOWARD THE NORMANDY PROJECT: CONSERVATIVES LIBERATING COLLEGE CAMPUSES | $100,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | TO SUPPORT FARA MOSKOWITZ FUNDRAISING (THE MAN & WOMAN OF THE YEAR CAMPAIGN) | $1,000 | |
| LIFEFLIGHT FOUNDATION | |||||||
| 13 MAIN ST 2ND FL | CAMDEN | ME | 04843 | PUBLIC CHARITY | NEXT GENERATION MEDICAL HELICOPTERS PROJECT | $200,000 | |
| LINCOLN NETWORK INC | |||||||
| 2443 FILLMORE ST 380-3386 | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | ASSESSING CHINA AND CYBER SECURITY RISKS PROJECT | $100,000 | |
| MAINE SEACOAST MISSION | |||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | TOWARDS THE YOUTH DEVELOPMENT, FAMILY SUPPORT, FOOD SECURITY, AND HEALTH | $250,000 | |
| MAPLEBROOK SCHOOL INC | |||||||
| 5142 ROUTE 22 | AMENIA | NY | 12501 | PUBLIC CHARITY | TOWARDS GENERAL SUPPORT | $100,000 | |
| MEDIA RESEARCH CENTER INC | |||||||
| 1900 CAMPUS COMMONS DRIVE 600 | RESTON | VA | 20191 | PUBLIC CHARITY | $2,400,000 FOR THE FREE SPEECH AMERICA AND $600,000 FOR CNS NEWS. | $3,000,000 | |
| MIDDLE EAST CHILDREN'S INSTITUTE INC | |||||||
| 63 FOREST AVENUE SUITE 5B | LOCUST VALLEY | NY | 11560 | PUBLIC CHARITY | TO THE CHILDREN AND WOMEN IN CRISIS INITIATIVE | $50,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | |||||||
| 1819 L STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL OPERATIONS AND THE RUSSIA MEDIA STUDIES PROJECT | $500,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | |||||||
| 1819 L STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TOWARDS THE CHINA MEDIA STUDIES PROJECT. | $500,000 | |
| MONPELIER FOUNDATION | |||||||
| 13384 LAUNDRY ROAD | MONTPELIER STATION | VA | 22957 | PUBLIC CHARITY | THE POWER WHICH KNOWLEDGE GIVES PROJECT | $25,000 | |
| MOUNT DESERT FESTIVAL OF CHAMBER MUSIC INC | |||||||
| PO BOX 87 | MOUNT DESERT | ME | 04640 | PUBLIC CHARITY | TOWARDS INCREASING ONLINE PRESENCE THROUGH PRODUCING, STREAMING, & POSTING CONCERT RECORDINGS | $15,000 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PUBLIC CHARITY | SUPPORTING THE PRODUCTION BUDGETS FOR MPIS ORIGINAL PRODUCTION FILMS | $400,000 | |
| MT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | GENERAL SUPPORT | $300,000 | |
| MYSA SCHOOL | |||||||
| 1500 HARVARD ST NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | SCHOLARSHIPS | $800,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 420 MADISON AVE 7TH FL | NEW YORK | NY | 10017 | PUBLIC CHARITY | TOWARDS FOREIGN INFLUENCE & ACADEMIC FREEDOM PROJECT | $200,000 | |
| NATIONAL FATHERHOOD INITIATIVE | |||||||
| 12410 MILESTONE CENTER DRIVE SUITE | GERMANTOWN | MD | 20876 | PUBLIC CHARITY | TOWARDS THE EXPAND THE EVIDENCE-BASED 24/7 DAD PROGRAM IN THE WESTERN U.S. | $60,000 | 600 |
| NATIONAL FOREST FOUNDATION | |||||||
| 27 FORT MISSOULA RD SUITE 3 | MISSOULA | MT | 59804 | PUBLIC CHARITY | FOR GENERAL SUPPORT IN HONOR OF TIM SCHIEFFELIN FOR HIS CONTINUED EFFORTS AND DEDICATION TO THE NATIONAL FOREST FOUNDATION | $5,000 | |
| NATIONAL HISTORY DAY | |||||||
| 4511 KNOX ROAD SUITE 205 | COLLEGE PARK | MD | 20740 | PUBLIC CHARITY | NATIONAL HISTORY DAY VIRTUAL NATIONAL COMPETITION | $150,000 | |
| NATIONAL PARK TRUST | |||||||
| 401 EAST JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | TOWARDS THE ENGAGING MILITARY FAMILIES IN PUBLIC LANDS INITIATIVE | $50,000 | |
| NATIONAL REHABILITATION HOSPITAL INC (MEDSTAR NATIONAL REHABILITATION NETW | |||||||
| 102 IRVING STREET NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | TOWARDS THE FUNCTIONAL ELECTRICAL STIMULATION BIKE PROJECT & NEUROLOGIC MUSIC WELLNESS PROGRAM. | $100,000 | |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC | |||||||
| 8001 BRADDOCK RD NO 600 | SPRINGFIELD | VA | 22160 | PUBLIC CHARITY | TOWARDS STRATEGIC LITIGATION, PUBLIC INFORMATION, AND EDUCATION PROGRAMS | $150,000 | |
| NATIONAL TAXPAYERS UNION FOUNDATION | |||||||
| 122 C STREET NW SUITE 650 | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $150,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVENUE NW 1100 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | TOWARDS GENERAL OPERATING SUPPORT | $10,000 | |
| NEIGHBORHOOD HOUSE CLUB | |||||||
| PO BOX 332 1 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT AND THE GREAT HALL LIGHTING IMPROVEMENT PROJECT | $100,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | A $2 MILLION FUNDRAISING CHALLENGE FOR NFTE PER THE TERMS IN THE AGREEMENT | $2,000,000 | |
| NETWORK OF ENLIGHTENED WOMEN INC | |||||||
| 1360 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | EDUCATING AND TRAINING AMERICAS PRO-LIBERTY LEADERS PROJECT | $120,000 | |
| NFTE NEW HAVEN CORPORATION | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | PUBLIC CHARITY | NFTE NEW HAVEN YOUTH ENTREPRENEURSHIP PROGRAM | $45,000 | |
| NORTHEAST HARBOR LIBRARY | |||||||
| 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $25,000 | |
| NORTHEAST HARBOR LIBRARY | |||||||
| 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |
| OPERA CLUB OF THE VILLAGES | |||||||
| 720 SAN MARINO DR | LADY LAKE | FL | 32159 | PUBLIC CHARITY | FOR MUSIC SCHOLARSHIP FUND, IN MEMORY OF PAT PISCITELLI | $5,000 | |
| OPERATION OPPORTUNITY FOUNDATION DBA THE WARRIOR SCHOLAR PROJECT | |||||||
| 1012 14TH ST NW SUITE 1200 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | TOWARDS 2021 BOOTCAMPS AND DIANA DAVIS SPENCER SCHOLARS FUND | $250,000 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | TO SUPPORT LITIGATION, RESEARCH, LEGAL POLICY, AND OUTREACH PROGRAMS | $100,000 | |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | |||||||
| 101 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | TOWARDS THE 2021 HEALTH CARE COMMUNICATIONS STRATEGY PROJECT | $75,000 | |
| PARKINSON FOUNDATION OF THE NATIONAL CAPITAL AREA | |||||||
| 8830 CAMERON ST 201 | SILVER SPRING | MD | 20910 | PUBLIC CHARITY | GENERAL OPERATING IN MEMORY OF PHILIP PILLSBURY | $5,000 | |
| PENFAULKNER FOUNDATION | |||||||
| 6218 GEORGIA AVENUE NW UNIT 1062 | WASHINGTON | DC | 20011 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | PUBLIC CHARITY | PRAGERU RESOURCES FOR EDUCATORS AND PARENTS PROGRAM | $250,000 | |
| RARE CROSSROADS INC | |||||||
| 3066 HOBBS ROAD | GLENWOOD | MD | 21738 | PUBLIC CHARITY | AUTISM RESEARCH PROGRAM | $100,000 | |
| RISING TIDE CAPITAL | |||||||
| 384 MARTIN LUTHER KING DRIVE | JERSEY CITY | NJ | 07305 | PUBLIC CHARITY | TOWARD NATIONAL REPLICATION, PROGRAM INNOVATION AND THOUGHT LEADERSHIP PROGRAM | $800,000 | |
| SAMARITAN'S PURSE | |||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | PUBLIC CHARITY | TORNADO DISASTER RELIEF | $100,000 | |
| SHALEM FOUNDATION | |||||||
| 845 THIRD AVENUE SIXTH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | MODERN MIDDLE EASTERN STUDIES PROGRAM | $100,000 | |
| SISTER STATES OF MARYLAND | |||||||
| 16 FRANCIS STREET | ANNAPOLIS | MD | 21403 | PUBLIC CHARITY | MARYLAND SISTER STATES PROGRAM INITIATIVES | $150,000 | |
| SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 | |
| SPAULDING REHABILITATION HOSPITAL CORPORATION | |||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | PUBLIC CHARITY | THE JOHN MEANS SPENCER CAREGIVER AWARD AND THE NURSING PROFESSIONAL DEVELOPMENT PROGRAM. | $110,000 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | PUBLIC CHARITY | DIANA DAVIS SPENCER ENDOWED SCHOLARSHIP | $150,000 | |
| SPEECH FIRST INC | |||||||
| 1300 I ST NW STE 400E | WASHINGTON | DC | 20005 | PUBLIC CHARITY | STRATEGIC CAMPUS FREE SPEECH LITIGATION PROJECT | $100,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 | |
| SUBURBAN HOSPITAL FOUNDATION INC | |||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | TYPE I SUPPORTING OR | TOWARDS THE SUBURBAN HOSPITAL NURSE RESIDENCY AND COVID19 COMMUNITY RAPID RESPONSE PROGRAM | $200,000 | |
| TENEO NETWORK INC | |||||||
| 2606 W 8TH ST | AUSTIN | TX | 78703 | PUBLIC CHARITY | TENEO ACCELERATE PROGAM AND RETREAT SPONSORSHIP | $225,000 | |
| TEXAS A&M UNIVERSITY | |||||||
| 2132 ALLEN BUILDING 4420 TAMU | COLLEGE STATION | TX | 77843 | PUBLIC CHARITY | CREATE A NEW WASHINGTON D.C.-BASED GRADUATE EDUCATION PROGRAM IN NATIONAL SECURITY AND INTELLIGENCE WITHIN TAMUS BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE | $7,000,000 | |
| THE SALVATION ARMY A GEORGIA CORPORATION | |||||||
| 2626 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | TOWARDS RELIEF EFFORTS IN TEXAS | $50,000 | |
| UNITED SERVICE ORGANIZATION INC | |||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | TOWARDS THE USO TRANSITIONS INVESTING IN THE FUTURES OF AMERICA'S SERVICE MEMBERS AND MILITARY FAMILIES PROGRAM | $250,000 | |
| US FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS | |||||||
| 701 PENNSYLVANIA AVE NW 123 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | TO INSTALL A NATIONAL WORLD WAR I MEMORIAL IN WASHINGTON, DC | $250,000 | |
| VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC | |||||||
| 300 NEW JERSEY AVENUE NW SUITE 900 | WASHINGTON | DC | 20001 | PUBLIC CHARITY | MARXISM IN AMERICA PROJECT: COUNTERING COMMUNIST INFLUENCE THROUGH PUBLIC EDUCATION, RESEARCH, AND POLICY STUDIES | $700,000 | |
| WASHINGTON TENNIS & EDUCATION FOUNDATION INC | |||||||
| 5220 16TH ST NW | WASHINGTON | DC | 20011 | PUBLIC CHARITY | CHILDREN & YOUTH RESIDING IN LOW-INCOME DC COMMUNITIES PROJECT | $100,000 | |
| WHEATON COLLEGE | |||||||
| 26 EAST MAIN ST | NORTON | MA | 02766 | PUBLIC CHARITY | TOWARD SCHOLARSHIP IN MEMORY OF DALE MARSHALL | $5,000 | |
| WHEATON COLLEGE | |||||||
| 26 EAST MAIN ST | NORTON | MA | 02766 | PUBLIC CHARITY | TOWARDS THE WHEATON COLLEGE DISCOVERY CENTER. | $5,000,000 | |
| WHEATON COLLEGE | |||||||
| 26 EAST MAIN ST | NORTON | MA | 02766 | PUBLIC CHARITY | ENDOWMENT FOR PROFESSORSHIP AND CHALLENGE GRANT | $5,000,000 | |
| WHITE HOUSE HISTORICAL ASSOCIATION | |||||||
| 1610 H STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | TOWARD THE DIANA DAVIS SPENCER FOUNDATION MEMBERSHIP FOR THE NATIONAL COUNCIL ON WHITE HOUSE HISTORY | $25,000 | |
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | |||||||
| 1300 PENNSYLVANIA AVE NW SUITE 8 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | GETTING RUSSIA RIGHT: ADVANCING EXPERTISE ON RUSSIAN CHALLENGES TO U.S. NATIONAL SECURITY PROJECT | $100,000 | |
| WOODSON CENTER | |||||||
| 1625 K STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | 1776 UNITES PROJECT | $250,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06473 | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,746,195 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | 100 | COLUMBIA | MD | 21046 | PUBLIC CHARITY | ENHANCED TRANSLATION RESEARCH ACCELERATION PROGRAM & CAREER DEVELOPMENT AWARD PROGRAM | $1,000,000 |
| FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC | |||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | PRIVATE FOUNDATION | TOWARDS THE NETWORK EFFECT: LEVERAGING THE FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION TO RENENEW UNIVERSITIES FROM WITHIN PROJECT | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,535 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,459,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,933,892 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REPAID | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $27,405 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,448,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,448,274 | 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 | $306,263 | Amt |
| Net Investment Income | $163,306 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163,306 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| LAWYERS DEMOCRACY FUND | ||||||||||
| 56295 LITTLE MONITEAU ROAD | CALIFORNIA | MO | 65018 | 2021-07-16 | $275,000 | EDUCATIONAL INITIATIVES, PUBLIC INTEREST LITIGATION AND NONPARTISAN POLICY RESEARCH ACTIVITIES IN CONNECTION WITH ITS ELECTION INTEGRITY INVESTMENT PROJECT, WHICH AIMS TO EDUCATE THE AMERICAN PUBLIC ON THE ISSUES OF VOTING IRREGULARITIES AND ELECTORAL SYSTEM INTEGRITY | $25,438 | NO | 2021 FINANCIALS REPORT | 2021-12-31 |
| BEST FRIENDS FOUNDATION | ||||||||||
| 5335 WISCONSIN AVE NW 440 | WASHINGTON | DC | 20015 | 2021-10-29 | $300,000 | PROMOTING SOCIAL EMOTIONAL LEARNING | $12,400 | NO | DISBURSEMENT REPORT AT YEAR END | 2021-12-31 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENHANCED YIELD (T.ROWE PRICE INSTITUTIONAL FLOATING) | $499,488 | $499,488 |
| FIXED INCOME (VANGUARD INTERMEDIATE TERM BOND ETF) | $124,946,120 | $124,946,120 |
| FIXED INCOME (VANGUARD LONG-TERM CORP BOND) | $48,792,240 | $48,792,240 |
| FIXED INCOME (VANGUARD TOTAL BOND MARKET ETF) | $136,286,475 | $136,286,475 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS - REAL ESTATE | $533,813 | $533,813 |
| COMMON STOCKS- COMMUNICATION SERVICES | $5,960,355 | $5,960,355 |
| COMMON STOCKS- CONSUMER DISCRETIONARY | $6,997,165 | $6,997,165 |
| COMMON STOCKS- CONSUMER STAPLES | $2,115,445 | $2,115,445 |
| COMMON STOCKS- DOMESTIC | $123,008,027 | $123,008,027 |
| COMMON STOCKS- ENERGY | $1,266,485 | $1,266,485 |
| COMMON STOCKS- FINANCIALS | $8,044,248 | $8,044,248 |
| COMMON STOCKS- FOREIGN | $4,193,621 | $4,193,621 |
| COMMON STOCKS- HEALTH CARE | $7,483,499 | $7,483,499 |
| COMMON STOCKS- INDUSTRIALS | $5,359,195 | $5,359,195 |
| COMMON STOCKS- INFORMATION TECHNOLOGY | $16,134,300 | $16,134,300 |
| COMMON STOCKS- MATERIALS | $2,032,388 | $2,032,388 |
| COMMON STOCKS- UTILITIES | $1,499,001 | $1,499,001 |
| DOMESTIC EQUITY | $94,489,606 | $94,489,606 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $186,001,321 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $186,001,321 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II | FMV | $4,047,146 | $4,047,146 |
| DEBT (ATLAS POINT PRIVATE CREDIT OPPORTUNITY) | FMV | $93,484 | $93,484 |
| GROWTH CAPITAL (PINEBROOK CAPITAL) | FMV | $548,767 | $548,767 |
| HEDGED EQUITY FUND - ACL ALTERNATIVE FUND CLASS A | FMV | $93,063,218 | $93,063,218 |
| HEDGED FUND - AHL (CAYMEN) SPC CI A1 EVOLUTION | FMV | $51,374,285 | $51,374,285 |
| HEDGED FUND - ELLIOT CO | FMV | $17,624,778 | $17,624,778 |
| HEDGED FUND - EXODUS POINT PARTNERS INT'L FUND | FMV | $16,198,885 | $16,198,885 |
| HEDGED FUND - GRAHAM ABSOLUTE RETURN | FMV | $60,586,436 | $60,586,436 |
| HEDGED FUND - MILLENNIUM INTERNATIONAL, LTD | FMV | $93,652,132 | $93,652,132 |
| HEDGED FUND - MILLENNIUM INTERNATIONAL, LTD | FMV | $8,808,145 | $8,808,145 |
| HEDGED FUND - POINTER OFFSHORE LTD | FMV | $114,441,492 | $114,441,492 |
| HEDGED FUND - WMQS GLOBAL EQUITY OFFSHORE CI F-2 | FMV | $57,235,715 | $57,235,715 |
| HEDGED FUNDS - BREVAN HOWARD LTD | FMV | $35,000,000 | $35,000,000 |
| HEDGED FUNDS - WEATHERLOW OFFSHORE FUND I LTD | FMV | $35,000,000 | $35,000,000 |
| MISCELLANEOUS (WISHBONE STRATA LP) | FMV | $428,751 | $428,751 |
| OAKTREE OPPORTUNITIES FUND X | FMV | $2,392,893 | $2,392,893 |
| OAKTREE OPPORTUNITIES FUND XB | FMV | $6,007,534 | $6,007,534 |
| OAKTREE OPPORTUNITIES FUND XI | FMV | $7,265,214 | $7,265,214 |
| PRIVATE ADVISORS SMALL COMPANY PEF IX (PA CAPITAL) | FMV | $4,863,086 | $4,863,086 |
| PRIVATE ADVISORS SMALL COMPANY PEF VII | FMV | $8,974,992 | $8,974,992 |
| PRIVATE EQUITY FUND (EXCEL VENTURE FUND II) | FMV | $244,569 | $244,569 |
| SCHRODER FOCUS II | FMV | $21,881,356 | $21,881,356 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $372,588 | $304,590 | $67,998 | $67,998 |
| COMPUTER SOFTWARE | $479,400 | $466,084 | $13,316 | $13,316 |
| LEASEHOLD IMPROVEMENT | $1,304,321 | $514,701 | $789,620 | $789,620 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $950,478 | LegalFeesAmt |
| Net Investment Income | $95,048 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $899,964 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 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 | $70,582 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $113,347 | $0 | $121,801 |
| OFFICE SUPPLIES | $28,311 | $0 | $28,311 |
| POSTAGE & DELIVERY | $733 | $0 | $733 |
| TELEPHONE & FAX | $13,576 | $0 | $13,576 |
| SUBSCRIPTIONS & MEMBERSHIPS | $7,852 | $0 | $3,763 |
| EQUIPMENT RENTAL & MAINTENANCE | $11,513 | $0 | $8,065 |
| OTHER FEES | $2,754 | $0 | $2,709 |
| PARTNERSHIP EXPENSES | $0 | $4,560,818 | $0 |
| BANK FEES | $5,485 | $5,485 | $0 |
| AMORTIZATION | $119,741 | $0 | $0 |
| HONORARIA | $1,000 | $0 | $1,000 |
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 | $2,764 | ||
| PARTNERSHIP ROYALTIES | $31,420 | ||
| PARTNERSHIP OTHER INCOME | $1,438,013 | ||
| PARTNERSHIP RENTAL INCOME | -$10,632 | ||
| GRANTS REPAID | $27,405 | $27,405 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $67,975,186 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $74,252 | $77,586 |
| DEFERRED LEASEHOLD INCENTIVE | $158,157 | $131,427 |
| DEFERRED TAX LIABILITY | $2,655,483 | $3,647,101 |
| 457(B) AND 457(F) PLAN LIABILITIES | $0 | $70,582 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $110,913 | $64,241 | $42,827 |
| RETIREMENT MANAGEMENT | $34,779 | $0 | $33,434 |
| INVESTMENT FEES - ATLANTIC TRUST | $200,317 | $198,694 | $0 |
| INVESTMENT FEES - FSTC | $2,744,101 | $2,744,101 | $0 |
| CONSULTING - MANAGEMENT | $439,961 | $344,317 | $20,100 |
| CONSULTING-COMPUTER SUPPORT | $98,077 | $0 | $97,514 |
| CONSULTING - GRANTEES | $167,924 | $0 | $153,854 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $141,044 | $67,021 | $67,021 |
| WORKERS COMP PREMIUMS | $9,830 | $7,385 | $7,385 |
| EXCISE TAX | $1,341,970 | $0 | $0 |