DIANA DAVIS SPENCER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DIANA DAVIS SPENCER FOUNDATION (EIN 20-3672969)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349105068
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T18:54:30-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-12 | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY ANDERSON CPA | PreparerPersonNm |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2021-11-12 | 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 | 2020 | 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 | $1,476,466,713 | 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 | $46,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,000 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,798,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,603,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,072,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $238,232,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,139,104 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,400,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,979 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $43,316,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,840,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,960,421 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $898,872 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $898,872 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,003,542 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $489,433 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $489,433 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $719,368 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $357,305 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $357,305 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,234,826 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $123,483 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,084,293 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $314,198 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $155,461 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $155,461 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,087,063 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,800,942 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $447,586 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $925,894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $66,290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $66,290 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $232,700 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $193,752 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $193,297 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,316 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,407 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,482 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,530 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $331,464 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,258,369 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $220,131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,053,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,150,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,966,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,274,496 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,845,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,327,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,150,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,811,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,010,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,690,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $235,746,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,851,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,851,636 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $200,000 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $355,153 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $553,008 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $553,008 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $228,593,581 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $247,355,441 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $247,355,441 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $267,190,321 | CorporateStockBOYAmt |
| Corporate Stock EOY | $232,791,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $232,791,512 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $305,957,946 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $325,425,709 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $325,425,709 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $403,600,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $485,270,168 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $485,270,168 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,148,059 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $933,723 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,566,775 | LandBOYAmt |
| Land EOY | $1,214,336 | LandEOYAmt |
| Land EOYFMV | $1,214,336 | LandEOYFMVAmt |
| Other Assets BOY | $4,903 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,903 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,903 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,443,215,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,476,466,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,476,466,713 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $746,012 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $614,270 | AccountsPayableEOYAmt |
| Grants Payable BOY | $35,151,169 | GrantsPayableBOYAmt |
| Grants Payable EOY | $67,333,465 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,455,303 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,887,892 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $38,352,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,835,627 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,404,863,202 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,405,631,086 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,404,863,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,405,631,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,443,215,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,476,466,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,404,863,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,010,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,778,755 | OtherIncreasesAmt |
| Subtotal | $1,405,631,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,405,631,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $222,696,801 | $220,226,498 | $2,470,303 | $2,470,303 | |
| PUBLICLY TRADED SECURITIES | $7,475,620 | $5,866,931 | $1,608,689 | $1,608,689 | |
| PARTNERSHIP ST CAPITAL | $3,811,255 | $3,811,255 | $3,811,255 | P | |
| PARTNERSHIP LT CAPITAL | $4,042,563 | $4,042,563 | $4,042,563 | P | |
| PARTNERSHIP 1231 GAIN | $206,294 | $206,294 | $206,294 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,139,104 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $398,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $398,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $398,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $261,859 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $351,859 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,977 | EsPenaltyAmt |
| Tax Due | $48,919 | TaxDueAmt |
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 NO 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 | $64,073 | $0 |
| ABBY SPENCER MOFFAT | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CEO & PRESIDENT | 40.00 | $709,000 | $78,912 | $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 | $620,028 | $137,574 | $0 |
| CHRISTOPHER BURNS | ||||||||
| 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 COMMITTEE MEMBER | 1.00 | $50,000 | $0 | $0 |
| RICHARD PAINTER | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT 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 HALL | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR PROGRAM MANAG | 40.00 | $175,642 | $79,114 | $0 |
| MARY HAMILTON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | PROJECT MANAGER | 40.00 | $149,311 | $64,308 | $0 |
| YHEIZZI OWEN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | PROJECT MANAGER | 40.00 | $142,737 | $47,261 | $0 |
| ELIZABETH SMIROLDO | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | RESEARCH MANAGER | 40.00 | $148,500 | $22,235 | $0 |
| MICHELLE E DOZIER | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | GRANTS MANAGER | 40.00 | $110,869 | $41,013 | $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 ADVISORS | $1,250,089 |
| HAMLIN CAPITAL MANGEMENT LLS | |||||
| 640 FIFTH AVENUE 11TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT ADVISORS | $672,236 |
| JONES DAY | |||||
| 51 LOUISIANA AVENUE NW | WASHINGTON | DC | 20001 | LEGAL | $654,102 |
| MARTIN MENDELSOHN | |||||
| 5705 MCKINLEY ST | BETHESDA | MD | 20817 | LEGAL | $313,000 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING SERVICES | $269,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $1,199,228,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,986,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,415,214,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,415,214,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,228,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,393,986,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,699,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,699,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $398,801 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $66,373 | IncomeTaxAmt |
| Total Tax | $465,174 | TotalTaxAmt |
| Distributable Before Adj | $69,234,153 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $16,400,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,634,153 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $85,634,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,811,605 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,811,605 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,811,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,634,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $29,344,303 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $29,344,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,811,605 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,811,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,822,548 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,822,548 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,521,755 | 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 | $12,521,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,521,755 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (167 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 | ACTON CHILDREN'S BUSINESS FAIR PROJECT AND ONLINE PROGRAMMING | $50,000 | |
| AFTER-SCHOOL ALL-STARS | |||||||
| 1331 H STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | THE AFTER-SCHOOL PROGRAMS | $225,000 | |
| ALS THERAPY DEVELOPMENT INSTITUTE | |||||||
| 300 TECHNOLOGY SQUARE | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | ALS THERAPY INSTITUTE RESEARCH AND DEVELOPMENT PROGRAMS. THIS GRANT IS TO HONOR THE LIFE OF HAROLD "HAL" KOWENSKI. | $10,000 | |
| AMERICAN CIVIL RIGHTS UNION | |||||||
| 405 5TH AVENUE SOUTH SUITE 7C | NAPLES | FL | 34102 | PUBLIC CHARITY | PROTECT ELDERLY AND MILITARY VOTES PROJECT AND VOTER EDUCATIONAL INITIATIVES | $300,000 | |
| AMERICAN COUNCIL OF TRUSTEES & ALUMNI | |||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GRANT IS FOR THE NEW CENTER FOR HIGHER EDUCATION PHILANTHROPY AND GENERAL OPERATIONS SUPPORT | $1,000,000 | |
| AMERICAN FOREIGN POLICY COUNCIL | |||||||
| 509 C STE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | TOWARDS THE EAST & SOUTH ASIA PROGRAM AND CENTRAL ASIA-CAUCASUS INSTITUTE | $75,000 | |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | |||||||
| 2900 CRYSTAL DR STE 600 | ARLINGTON | VA | 22202 | PUBLIC CHARITY | THIS INCLUDES $440,000 TO BE ALLOCATED EXCLUSIVELY TOWARD PROJECT EXPENSES FOR THE ACCURATE AND VERIFIABLE VOTER ROLLS: AN AMERICAN PUBLIC AWARENESS CAMPAIGN, AND $10,000 TO BE ALLOCATED EXCLUSIVELY TOWARD MISCELLANEOUS EXPENSES | $550,000 | |
| AMERICAN PRIVATE RADIO | |||||||
| 1739 UNIVERSITY AVE 341 | OXFORD | MS | 38655 | PUBLIC CHARITY | THE FOUNDERS CIRCLE PROJECT: SCALING AUDIENCE AND IMPACT | $200,000 | |
| AMERICAN STRATEGY GROUP THE (CLAREMONT STRATEGY GROUP) | |||||||
| 937 W FOOTHILL BLVD SUITE C | CLAREMONT | CA | 91711 | PUBLIC CHARITY | SENIOR FELLOWS PROGRAM OF THE AMERICAN STRATEGY GROUP FOR THE PURPOSES OF DEVELOPING, DISSEMINATING, AND INSPIRING DIALOGUE REGARDING ORIGINAL SCHOLARSHIP ON NATIONAL SECURITY ISSUES FACING AMERICA AND STRATEGIES TO ADDRESS THEM. ADDITIONALLY, THE PROJECT GRANT IS INTENDED TO ESTABLISH AND SUSTAIN LONG-TERM PROGRAMMATIC TIES BETWEEN GRANTEE AND DANIEL MORGAN ACADEMY, FEDERAL EMPLOYER IDENTIFICATION NUMBER 47-1178904 (DMA), SO THAT BOTH GRANTEE AND DMA MAY ENJOY THE BENEFITS OF A FRUITFUL EXCHANGE OF IDEAS AND THE FORGING OF NEW ACADEMIC AND PROFESSIONAL RELATIONSHIPS BETWEEN CURRENT AND FUTURE LEADERS OF THE NATIONAL SECURITY FIELD | $200,000 | |
| AMERICAN SWISS FOUNDATION | |||||||
| 271 MADISON AVENUE SUITE 1403 | NEW YORK | NY | 10016 | PUBLIC CHARITY | TOWARDS THE AMERICAN SWISS FOUNDATION ALUMNI RELATIONS, PROGRAMMING COSTS AND COVID-19 RELATED EXPENSES | $225,000 | |
| AMERICANS OF FAITH | |||||||
| 3414 PEACHTREE ROAD NE STE 1080 | ATLANTA | GA | 30326 | PUBLIC CHARITY | ELECTION INTEGRITY PROJECT | $100,000 | |
| AMERICAS FUTURE FOUNDATION | |||||||
| 3434 WASHINGTON BLVD 1ST FLOOR | ARLINGTON | VA | 22201 | PUBLIC CHARITY | PROGRAMS PROMOTING PRINCIPLES OF LIBERTY | $150,000 | |
| APPLETREE INSTITUTE FOR EDUCATION INNOVATION | |||||||
| 1801 MISSISSIPPI AVE SE 3RD FLOOR | WASHINGTON | DC | 20020 | PUBLIC CHARITY | TOWARDS EVERY CHILD READY INSTRUCTIONAL PROGRAM | $100,000 | |
| ASHLAND UNIVERSITY FBO ASHBROOK CENTER | |||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | PUBLIC CHARITY | TO SUPPORT THE ASHBROOK CENTER'S EFFORTS TO LEAD A SECOND AMERICAN REVOLUTION IN THE NATION'S CLASSROOMS | $100,000 | |
| ASIA AMERICA INITIATIVE | |||||||
| 1521 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TO SUPPORT THE PEACE AND PROSPERITY PROGRAM | $225,000 | |
| BABSON COLLEGE | |||||||
| 231 FOREST ST | BABSON PARK | MA | 02457 | PUBLIC CHARITY | TO BE ALLOCATED IN TWO SEPARATE PARTS: $50,000 FOR THE NFTE SCHOLARSHIP AND $50,000 FOR THE SCHOLARSHIP SUPPORTING THE CHILD OF A TEACHER. | $100,000 | |
| BARRY GOLDWATER INSTITUTE FOR POLICY RESEARCH | |||||||
| 500 E CORONADO RD | PHOENIX | AZ | 85027 | PUBLIC CHARITY | HEALTH AND TELEMEDICINE PROGRAMS | $25,000 | |
| BAYLOR UNIVERSITY | |||||||
| 1311 S 5TH ST | WACO | TX | 76706 | PUBLIC CHARITY | $1,500,000 FOR BAYLORS BLOOD OXYGENATING RESEARCH. THE GRANT IS DIVIDED INTO TWO PAYMENTS AN IMMEDIATE PAYMENT OF $1,200,000 AND A PAYMENT OF $300,000 IN JULY 2020. | $1,500,000 | |
| BEST FRIENDS FOUNDATION | |||||||
| 5335 WISCONSIN AVENUE NW SUITE 440 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | FOR THE KINDNESS IS COOLER PROGRAM AND THE STOP THE SILENCE, PREVENT THE VIOLENCE: BULLYING, VIOLENCE, AND SUBSTANCE ABUSE PREVENTION PROGRAM (MATCHING GRANT) | $50,000 | |
| BEST FRIENDS FOUNDATION | |||||||
| 5335 WISCONSIN AVENUE NW SUITE 440 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | PEACE IS THE WORD: HOW TO AFFECT NECESSARY CHANGE IN A POSITIVE WAY | $600,000 | |
| BETHESDA CHEVY CHASE RESCUE SQUAD | |||||||
| 5020 BATTERY LANE | BETHESDA | MD | 20814 | PUBLIC CHARITY | TOWARD THE PURCHASE OF A NEW AMBULANCE AND COVID-19 INITIATIVES | $100,000 | |
| BETHESDA FIRE DEPARTMENT | |||||||
| 6600 WISCONSIN AVE | CHEVY CHASE | MD | 20815 | PUBLIC CHARITY | SAFETY EDUCATION AND COMMUNICATIONS | $135,000 | |
| BETHESDA GREEN | |||||||
| 4825 CORDELL AVE | BETHESDA | MD | 20814 | PUBLIC CHARITY | TOWARDS THE INNOVATION LAB TO FURTHER ECONOMIC OPPORTUNITY PROGRAM | $150,000 | |
| BULLIS SCHOOL | |||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | PUBLIC CHARITY | TOWARD FINANCIAL AID PROGRAMS | $50,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC | |||||||
| 3780 VT 100A | PLYMOUTH | VT | 05056 | PUBLIC CHARITY | IN HONOR OF C. BOYDEN GRAY AND TOWARDS GENERAL SUPPORT | $205,000 | |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | PUBLIC CHARITY | EMERGENCY FOOD RELIEF IN RESPONSE TO COVID-19 | $150,000 | |
| CENTER FOR EDUCATION REFORM | |||||||
| 1455 PENNSYLVANIA AVE NW SUITE 250 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | TOWARD A MORE PERFECT UNION - WHY AMERICA 2020-21 | $400,000 | |
| CENTER FOR ORGANIZATIONAL RESEARCH AND EDUCATION | |||||||
| 1090 VERMONT AVE NW STE 800 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | IN SUPPORT OF PROGRAM AREAS DESCRIBED UNDER THE CHINA OWNS US PROJECT | $300,000 | |
| CENTER FOR STRATEGIC & INTERNATIONAL STUDIES | |||||||
| 1616 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | $25,000 TOWARDS THE DEBORCHGRAVE DINNER AND $125,000 FOR THE RUSSIA/PMC TRANSACTIONAL THREAT INITIATIVE. | $150,000 | |
| CHAPEL HAVEN INCORPORATED | |||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | PUBLIC CHARITY | COVID-19 RAINY DAY FUND. $500,000 PAY NOW AND $500,000 PAID IN JANUARY 2021 | $500,000 | |
| CHILDREN'S INN AT NIH INC | |||||||
| 7 WEST DRIVE | BETHESDA | MD | 20814 | PUBLIC CHARITY | FOR THE THE FAMILY SUPPORT PROGRAM | $100,000 | |
| CHILDREN'S NATIONAL HOSPITAL | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $100,000 | |
| CITY YEAR INC | |||||||
| 1875 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | PUBLIC CHARITY | FOR THE CITY YEAR DC WHOLE SCHOOL WHOLE CHILD PROGRAM | $100,000 | 1130 |
| CLUB FOR GROWTH FOUNDATION | |||||||
| 2001 L STREET NW STE 600 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CLUB FOR GROWTH FOUNDATION'S COMMUNICATING ECONOMIC FREEDOM PROJECTS | $100,000 | |
| CODE 3 ASSOCIATION | |||||||
| 480 MALCOLM ROAD | VIENNA | VA | 22180 | PUBLIC CHARITY | TO SUPPORT LOCAL LAW ENFORCEMENT PROJECTS, INCLUDING PROJECT HOPE, INJURED OFFICER SUPPORT, OFFICER AWARDS, SEX TRAFFICKING INTERVENTION, OPIOID TRAINING AND OUTREACH. THE COMMITTEE ALSO SUPPORTS CODE 3'S EFFORTS IN COVID -19 EMERGENCY SERVICES | $1,100,000 | |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | THE BROAD REACH CAMPAIGN, AS DESCRIBED IN THE APPLICATION AND AGREEMENT. | $150,000 | |
| COLLEGIATE DIRECTIONS INC | |||||||
| 4827 RUGBY AVE STE 001 | BETHESDA | MD | 20814 | PUBLIC CHARITY | TO SUPPORT LOW-INCOME STUDENTS IN THE DC AREA | $200,000 | |
| COMMUNITY RESOURCE EXCHANGE | |||||||
| 42 BROADWAY 20TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | DISSOLUTION SUPPORT FOR PARENT JOB NET | $5,000 | |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | PUBLIC CHARITY | TO SUPPORT THE ONGOING WORK OF ITS POLICY CENTERS AND LITIGATION TEAM | $125,000 | |
| CORPORATION OF THE WASHINGTON LATIN SCHOOL | |||||||
| 5200 2ND ST NW | WASHINGTON | DC | 20011 | PUBLIC CHARITY | WASHINGTON LATIN PCS CIVICS PROGRAM. THIS GRANT IS TO BE NAMED IN TO COMMEMORATE THE LIVES OF KRISTEN STATEN, YVONNE MERCER-STATEN AND LAWRENCE STATEN. | $25,000 | |
| CULTURE WISE STUDIES INC | |||||||
| 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | PUBLIC CHARITY | TOWARDS BUILDING CHARACTER DEVELOPMENT IN FUTURE GENERATIONS BY PROMOTING FAMILY VALUES THROUGH THE MASS MEDIA PROJECT | $200,000 | |
| DAILY CALLER NEWS FOUNDATION | |||||||
| 1920 L ST NW STE 205 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | FOR DCNF'S NEWS GATHERING, JOURNALIST TRAINING, AND CODE 3 REPORTING. THE GRANTEE WILL USE GRANT FUNDS FOR COOPERATIVE NEWS-GATHERING PROGRAMS WITH LIBERTY NATION, A PROJECT OF ONE GENERATION AWAY | $300,000 | |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | 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 | CONTRIBUTION TO DONOR ADVISED FUND | $11,000,000 | |
| DOWNTOWN EVENING SOUP KITCHEN | |||||||
| 311 TEMPLE STREET | NEW HAVEN | CT | 06511 | PUBLIC CHARITY | EVENING MEALS AND WEEKLY PANTRY PROGRAM | $10,000 | |
| EAGLE FORUM EDUCATION AND LEGAL DEFENSE FUND | |||||||
| 211 C STREET NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | ELECTION INTEGRITY PROJECT | $200,000 | |
| EARTH UNIVERSITY FOUNDATION | |||||||
| 151 ELLIS STREET NE FLOOR 1 STE 133 | ATLANTA | GA | 30303 | PUBLIC CHARITY | TO EDUCATE ENTREPRENEURIAL LEADERS FOR A SUSTAINABLE FUTURE | $100,000 | |
| ELIZABETH DOLE FOUNDATION | |||||||
| 600 NEW HAMPSHIRE AVENUE NW SUITE | WASHINGTON | DC | 20037 | PUBLIC CHARITY | FOR SUPPORTING MILITARY CAREGIVERS DURING THE COVID-19 CRISIS | $505,000 | 1020 |
| ELM CITY INTERNATIONALS SUCCESS THROUGH SOCCER INC | |||||||
| 360 FOUNTAIN ST 40 | NEW HAVEN | CT | 06515 | PUBLIC CHARITY | $12,000 TO THE COLLEGE READINESS ACADEMY AND $3,000 FOR GENERAL SUPPORT DUE TO COVID-19 IMPACT | $15,000 | |
| ENCOUNTER FOR CULTURE AND EDUCATION | |||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | PRIVATE OPERATING FO | TO BE USED FOR PROGRAMS AND YOUTH OUTREACH | $25,000 | |
| ENOUGH IS ENOUGH CAMPAIGN | |||||||
| PO BOX 1532 | GREAT FALLS | VA | 22066 | PUBLIC CHARITY | FOR THE NATIONAL CAMPAIGN DEFENDING CHILD DIGNITY AND SAFETY IN THE DIGITAL WORLD. | $225,000 | |
| ETHICS AND PUBLIC POLICY CENTER | |||||||
| 1730 M STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | FOR THE GENERAL OPERATING SUPPORT OF GRANTEES EDUCATIONAL AND CHARITABLE ACTIVITIES. | $150,000 | |
| FLOC FOR LOVE OF CHILDREN | |||||||
| 1763 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | THE NEIGHBORHOOD TUTORING PROGRAM | $15,000 | |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | PUBLIC CHARITY | PROJECT/PROGRAM TITLE: FUTURE LEADERS IN RETINA CARE AND RETINAL DISEASE RESEARCH: THE DIANA DAVIS SPENCER CAREER DEVELOPMENT PROGRAM | $200,000 | 100 |
| FOUNDATION FOR CULTURAL REVIEW INC | |||||||
| 900 BROADWAY STE 602 | NEW YORK | NY | 10003 | PUBLIC CHARITY | FOR SUPPORT OF THE CIRCLE LECTURE SERIES AND THE INCOMING HILTON KRAMMER FELLOW | $25,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||
| 1819 PEACHTREE ROAD NE SUITE 300 | ATLANTA | GA | 30309 | PUBLIC CHARITY | TO SUPPORT THEIR ENTREPRENEURIAL EDUCATION AND FEE IN ESPAOL INITIATIVES | $40,000 | |
| FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION | |||||||
| 16 STOCKTON ST | PRINCETON | NJ | 08540 | PUBLIC CHARITY | THE UNIVERSITY PROJECT | $1,000,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | |||||||
| 510 WALNUT STREET STE 1250 | PHILADELPHIA | PA | 19106 | PUBLIC CHARITY | TO PURSUE PROGRESS IN MULTIPLE FIELDS, INCLUDING INDIVIDUAL VICTORIES, POLICY REFORMS, MEDIA COVERAGE, RESEARCH FINDINGS, OUTREACH GAINS. | $200,000 | |
| FREE TO CHOOSE NETWORK | |||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PUBLIC CHARITY | FROM SUBJECT TO CITIZEN-- IS A MULTI-MEDIA PROJECT AIMED AT INCREASING THE UNDERSTANDING OF AND APPRECIATION FOR THE IMPORTANCE OF THE UNITED STATES CONSTITUTION, ESPECIALLY TO YOUNG STUDENTS. | $200,000 | |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY COURT SUITE 240 | STERLING | VA | 20166 | PUBLIC CHARITY | FREEDOM ALLIANCE SCHOLARSHIP FUND AND STUDENT OUTREACH PROJECT | $175,000 | |
| FREEDOMWORKS FOUNDATION | |||||||
| 111 K STREET NE SUITE 600 | WASHINGTON | DC | 20002 | PUBLIC CHARITY | THIS INCLUDES $100,000 TO BE ALLOCATED EXCLUSIVELY TOWARD THE RETIREMENT READINESS PROGRAM; $100,000 TO BE ALLOCATED EXCLUSIVELY TOWARD THE SAVE OUR COUNTRY PROGRAM, AND $100,000 TO BE ALLOCATED EXCLUSIVELY TOWARD THE ELECTION INTEGRITY PROGRAM | $400,000 | |
| FRENCH AMERICAN FOUNDATION | |||||||
| 28 WEST 44TH ST STE 902 | NEW YORK | NY | 10036 | PUBLIC CHARITY | TOWARD THE YOUNG LEADERS PROGRAM | $5,000 | |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE ST | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | TOWARDS IMPROVING ACCESSIBILITY NEEDS FOR PHYSICALLY CHALLENGED AT ACADIA NATIONAL PARK | $85,000 | |
| FRIENDS OF ISTITUTO BRUNO LEONI | |||||||
| C/O WEBSTER CHAMBERLAIN BEAN LLP | WASHINGTON | DC | 20006 | PUBLIC CHARITY | A BROADER EDUCATIONAL PROJECT TO ENHANCE AND EXPAND ITS EDUCATIONAL EFFORTS ONLINE. | $30,000 | 1747 PENNSYLVANIA AVE NW STE 100 |
| 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 | |
| FUNDS FOR PUBLIC SCHOOLS INC | |||||||
| 421 EAST 106TH ST | NEW YORK | NY | 10029 | PUBLIC CHARITY | AFTER SCHOOL PROGRAM | $145,000 | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DR MS1A3 | FAIRFAX | VA | 22030 | PUBLIC CHARITY | FOR THE 2020 2021 DIANA DAVIS SPENCER FOUNDATION SCHOLARSHIP PROGRAM AT THE SCHAR SCHOOL; ANY REMAINING FUNDS SHOULD BE APPLIED TO GENERAL STUDENT SUPPORT | $450,000 | |
| GEORGETOWN UNIVERSITY HOSPITAL MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL | |||||||
| 3800 RESERVOIR RD NW | WASHINGTON | DC | 20007 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $100,000 | |
| GLOBAL CENTER FOR SOCIAL ENTREPRENEURSHIP NETWORK FOUNDATION | |||||||
| 430 OLD NEIGHBORHOOD RD | KINGSTON | NY | 12401 | PUBLIC CHARITY | WHEATON COLLEGE CAMPUS CORE PROGRAM SUPPORT | $200,000 | |
| GLOUCESTER INSTITUTE INC | |||||||
| 8229 BOONE BOULEVARD SUITE 365 | VIENNA | VA | 22182 | PUBLIC CHARITY | TOWARDS THE EMERGING LEADERS PROGRAM, MOTON FELLOWS PROGRAM, AND MOTON CAMPUS RENOVATIONS | $400,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION FBO CAPITAL SPEAKERS CLUB | |||||||
| 1325 G ST NW STE 480 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | TOWARD GENE C. MILLER SCHOLARSHIP FUND HOSTED BY THE CAPITAL SPEAKERS CLUB | $5,000 | |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 15251 PLEASANT VALLEY ROAD | CENTER CITY | MN | 55012 | PUBLIC CHARITY | THE EXPANSION OF THE CHILDRENS PROGRAM TO THE WASHINGTON, DC REGION | $100,000 | |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | IN SUPPORT OF PROGRAM AREAS DESCRIBED UNDER THE LEADERSHIP IN A TIME OF CRISIS INITIATIVE. | $2,000,000 | |
| HIRE HEROES USA | |||||||
| 1360 UNION HILL ROAD SUITE 2A | ALPHARETTA | GA | 30004 | PUBLIC CHARITY | INDEPENDENCE PROJECT | $550,000 | |
| HUMAN RIGHTS FOUNDATION | |||||||
| 350 FIFTH AVENUE SUITE 4515 | NEW YORK | NY | 10118 | PUBLIC CHARITY | CHINA REGIME DISRUPTION INITIATIVE | $200,000 | |
| INDEPENDENT WOMENS FORUM | |||||||
| 4 WEEMS LANE SUITE 312 | WINCHESTER | VA | 22601 | PUBLIC CHARITY | TOWARDS GRANTEES 2020-2021 WOMENS EDUCATION INITIATIVES | $500,000 | |
| INOVA HEALTH SYSTEM FOUNDATION | |||||||
| 8110 GATEHOUSE RD STE 200 | EAST FALLS CHURCH | VA | 22042 | PUBLIC CHARITY | FOR COVID-19 SUPPORT SERVICES | $100,000 | |
| INSTITUTE FOR FAMILY STUDIES | |||||||
| PO BOX 1502 | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | DEFENDING THE FAMILY IN POST-COVID AMERICA PROJECT | $45,000 | |
| INSTITUTE FOR HUMANE STUDIES | |||||||
| 3434 WASHINGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | FOR PARTNERING WITH FACULTY TO ENGAGE PROMISINGUNDERGRADUATES PROJECT | $75,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | FOR PRESERVE THE AMERICAN DREAM THROUGH LITIGATION PROJECT | $150,000 | |
| INSTITUTE FOR RESPONSIBLE CITIZENSHIP INC | |||||||
| 1227 25TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20037 | PUBLIC CHARITY | TO SUPPORT THE ACTIVITIES OF PREPARING TALENTED YOUNG MEN TO BECOME RESPONSIBLE CITIZENS WHO CONTRIBUTE TO THE BETTERMENT OF THE COUNTRY AND SERVE OTHER PEOPLE | $400,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | PUBLIC CHARITY | TOWARDS THE DIANA DAVIS SPENCER FOUNDATION DEBATE SERIES AT WHEATON COLLEGE | $150,000 | |
| INTERNATIONAL STUDENT HOUSE INC | |||||||
| 1825 R STREET NW | WASHINGTON | DC | 20008 | PUBLIC CHARITY | TO SUPPORT ISH-DCS RESIDENT LIFE PROGRAM | $25,000 | |
| INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION | |||||||
| 5614 CONNECTICUT AVE NW NO 341 | WASHINGTON | DC | 20015 | PUBLIC CHARITY | FOR MULTIMEDIA PRODUCTION | $150,000 | |
| ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN | |||||||
| 246 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | PUBLIC CHARITY | TOWARDS IMPLEMENTING LITERACY-RICH PROGRAMS TO CHILDREN THROUGH ONLINE AND IN-PERSON LEARNING; AND TO SUPPORT PROFESSIONAL DEVELOPMENT FOR TEACHERS | $25,000 | |
| JACK KEMP FOUNDATION | |||||||
| 1200 NEW HAMPSHIRE AVE NW STE 800 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | JACK KEMP FOUNDATION PROJECT ON THE LONG-TERM VIABILITY OF THE FEDERAL BUDGET | $50,000 | |
| JACKSON LABORATORY | |||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | TOWARD AREAS OF NEUROLOGY AND THE BRAIN. IN MEMORY OF JACK MAXWELL | $5,000 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA) | |||||||
| 1101 14TH AVENUE NW SUITE 1110 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GRANTEE'S EDUCATIONAL PROGRAMS | $400,000 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA) | |||||||
| 1101 14TH AVENUE NW SUITE 1110 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL SUPPORT AND PARTNERING WITH DMA | $200,000 | |
| JOB CREATORS NETWORK FOUNDATION | |||||||
| 15455 DALLAS PKWY STE 600 | ADDISON | TX | 75001 | PUBLIC CHARITY | FOR THE FLATTEN THE FEAR INITIATIVE | $500,000 | |
| JUBILEE JOBS INC | |||||||
| 2712 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | JOB PREPARATION AND PLACEMENT SERVICES FOR LOW-INCOMES INDIVIDUALS | $35,000 | |
| JUDICIAL EDUCATION PROJECT | |||||||
| 3220 N STREET NW STE 268 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | ELECTION INTEGRITY INITIATIVES IN VARIOUS STATES | $450,000 | |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD ST SW STE 800 | WASHINGTON | DC | 20024 | PUBLIC CHARITY | FOR THE ELECTION INTEGRITY INITIATIVES | $150,000 | |
| KEYSTONE SERVICE SYSTEMS INC | |||||||
| 1078 GRAVEL HILL RD | GRANTVILLE | PA | 17028 | PUBLIC CHARITY | TOWARDS THE POLICE-DOG DETECTION TRAINING PROGRAM | $50,000 | |
| LAND CONSERVATION ASSISTANCE NETWORK | |||||||
| 74 LUNT ROAD 302 | FALMOUTH | ME | 04105 | PUBLIC CHARITY | TO SERVE AS A MATCHING GRANT FOR YEAR ONE- OF A TWO-YEAR PROJECT WITH THE USDA NATURAL RESOURCES CONSERVATION SERVICE, WHICH SEEKS TO BUILD TWO STATE - LEVEL LANDCANS (GEORGIA LANDCAN AND KANSAS LANDCAN | $50,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | |||||||
| 2560 HUNTINGTON AVE SUITE 100 | ALEXANDRIA | VA | 22303 | PUBLIC CHARITY | TOWARD THE REBUILDING PUBLIC SUPPORT FOR LAW ENFORCEMENT PROGRAM | $200,000 | |
| LAWYERS DEMOCRACY FUND | |||||||
| 56295 LITTLE MONITEAU ROAD | CALIFORNIA | MO | 65018 | 501(C)(4) | 2020 ELECTION INTEGRITY PROJECT | $225,000 | |
| LEADERSHIP INSTITUTE | |||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | PUBLIC CHARITY | TOWARD THE NORMANDY PROJECT | $50,000 | |
| LIFEFLIGHT FOUNDATION | |||||||
| 13 MAIN STREET | CAMDEN | ME | 04843 | PUBLIC CHARITY | FOR COVID-19 SUPPORT SERVICES IN MAINE | $75,000 | |
| LINCOLN NETWORK INC | |||||||
| 2443 FILLMORE ST 380-3386 | SAN FRANCISCO | CA | 94115 | PUBLIC CHARITY | FOR THE TECH AND CHINAS SHARP POWER PROJECT | $75,000 | |
| MAIMONIDES MEDICAL CENTER | |||||||
| 4802 TENTH AVE | BROOKLYN | NY | 11219 | PUBLIC CHARITY | FOR COVID-19 SUPPORT SERVICES. | $50,000 | |
| MAINE SEACOAST MISSION | |||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | $300,000 FOR THE ISLANDS, INLAND AND MT. DESERT ISLAND. THE GRANT IS ALLOCATED $150,000 FOR MEDICINE AND FOOD OUTREACH [THIS INCLUDES THE MT. DESERT ISLAND FOOD BANK NEEDS] AND $150,000 FOR THE EDGE PROGRAM. | $300,000 | |
| MAPLEBROOK SCHOOL INC | |||||||
| 5142 ROUTE 22 | AMENIA | NY | 12501 | PUBLIC CHARITY | $100,000 FOR SUPPORT DUE TO COVID-19 IMPACT. THE COMMITTEE ALSO APPROVED A SEPARATE CHALLENGE GRANT OF $100,000. | $200,000 | |
| MARYLAND PUBLIC POLICY INSTITUTE | |||||||
| ONE RESEARCH COURT SUITE 450 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | FREE-MARKET POLICY SOLUTIONS PROJECT | $100,000 | |
| MASTERS SCHOOL | |||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | PUBLIC CHARITY | TOWARDS THE ANNUAL FUND | $8,075,000 | |
| MEDIA RESEARCH CENTER INC | |||||||
| 1900 CAMPUS COMMONS DRIVE 600 | RESTON | VA | 20191 | PUBLIC CHARITY | $2,000,000 PER YEAR FOR THREE YEARS AND EACH YEAR'S FUNDS ALLOCATED WITH $1,600,000 FOR THE FREE SPEECH AMERICA AND $400,000 FOR CNS NEWS. EACH ANNUAL PORTION OF THE GRANT SHALL BE PAID BY THE FOUNDATION TO THE GRANTEE IN TWO EQUAL INSTALLMENTS PER CALENDAR GRANT YEAR, BEGINNING IN 2020: THE FIRST BY JUNE 30, OF EACH GRANT YEAR AND THE SECOND BY DECEMBER 31 OF EACH GRANT YEAR. | $1,000,000 | |
| MERCATUS CENTER INC | |||||||
| 3434 WASHINGTON BOULEVARD 4TH FLOOR | ARLINGTON | VA | 22201 | PUBLIC CHARITY | TO BE ALLOCATED AS FOLLOWS: $56,000 FOR THE ADAM SMITH FELLOWSHIP AND $4,000 FOR GENERAL SUPPORT | $60,000 | |
| 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 SUITE 500 FIFTH | WASHINGTON | DC | 20036 | PUBLIC CHARITY | THE CHINA MEDIA STUDIES PROJECT | $1,450,000 | FLOOR |
| MOUNT DESERT FESTIVAL OF CHAMBER MUSIC INC | |||||||
| PO BOX 87 | MOUNT DESERT | ME | 04460 | PUBLIC CHARITY | FOR ARTISTS FEES AND POST-CONCERT RECEPTION | $15,000 | |
| MOUNT DESERT FIRE AND RESUCE ASSOCIATION | |||||||
| 21 SEA ST | NORTHEAST HARBOR | ME | 04662 | PUBLIC CHARITY | FOR COVID-19 EMERGENCY SERVICES | $10,000 | |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 10 WAYMAN LANE BAR | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | TOWARDS GENERAL PROGRAM EXPENSES AND COVID SUPPORT | $300,000 | |
| MOVING PICTURE INSTITUTE | |||||||
| 375 GREENWICH ST | NEW YORK | NY | 10013 | PUBLIC CHARITY | TOWARDS THE MELONY ARMSTRONG STORY FILM PRODUCTION, MARKETING AND SOCIAL ACTION CAMPAIGN | $200,000 | |
| MYSA SCHOOL INC | |||||||
| 1500 HARVARD ST NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | $1,600,000 FOR SCHOLARSHIPS. THE GRANT SHALL BE PAID IN EQUAL TWO PARTS THE FIRST IMMEDIATELY, THEN THE BALANCE IN JANUARY 2021. | $800,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 12 EAST 46TH STREET 6W | NEW YORK | NY | 10017 | PUBLIC CHARITY | FOR THE 1620 PROJECT, THE COVID CRITICAL CARE PROJECT, AND FOREIGN INFLUENCE IN AMERICAN HIGHER ED PROJECT | $225,000 | |
| NATIONAL FATHERHOOD INITIATIVE | |||||||
| 12410 MILESTONE CENTER DRIVE SUITE | GERMANTOWN | MD | 20876 | PUBLIC CHARITY | TO SUPPORT THE 24/7 DAD KEY BEHAVIORS WORKSHOP | $50,000 | 600 |
| NATIONAL HISTORY DAY | |||||||
| 4511 KNOX ROAD SUITE 205 | COLLEGE PARK | MD | 20740 | PUBLIC CHARITY | FOR REMOTE PROGRAMMING | $150,000 | |
| NATIONAL PARK TRUST | |||||||
| 401 EAST JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | PUBLIC CHARITY | $112,500 TO BE ALLOCATED EXCLUSIVELY TOWARD OUTDOOR CAMPING OPPORTUNITIES FOR UP TO SEVEN DC MIDDLE AND ELEMENTARY SCHOOLS, AND $32,500 TO BE ALLOCATED EXCLUSIVELY TOWARD THREE PARK OUTINGS FOR ACTIVE DUTY MILITARY FAMILIES IN THE DC AREA | $145,000 | |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22151 | PUBLIC CHARITY | TOWARD THE STRATEGIC LITIGATION PROGRAM | $125,000 | |
| NEIGHBORHOOD HOUSE CLUB | |||||||
| 1 KIMBALL ROAD PO BOX 332 | NORTHEAST HARBOR | ME | 04662 | PUBLIC CHARITY | FOR BUILDING AND GROUNDS CAPITAL IMPROVEMENT AND OPERATING SUPPORT. FOR THE PURCHASE OF THE BOILERS, UPDATED CONTROL SYSTEM, CHIMNEY LINING, NEW GARBAGE CONTAINER AND $25,000 GENERAL OPERATING SUPPORT | $60,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | CEO COMPENSATION AND RELATED EXPENSES | $175,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | RESPOSITIONING AND STRENGTHENING NFTE FOR SUCCESS | $1,250,000 | |
| NETWORK OF ENLIGHTENED WOMEN INC | |||||||
| 1360 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | FOR EDUCATING, EQUIPPING, AND EMPOWERING YOUNG WOMEN FOR THE CAUSE OF FREEDOM PROJECT | $90,000 | |
| NEWTON MEDICAL CENTER FOUNDATION | |||||||
| 175 HIGH ST | NEWTON | NJ | 07860 | PUBLIC CHARITY | FOR COVID-19 RESPONSE | $50,000 | |
| NORTHEAST HARBOR LIBRARY | |||||||
| PO BOX 279 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | PUBLIC CHARITY | TO BE ALLOCATED AS FOLLOWS: $10,000 EXCLUSIVELY TOWARDS THE LIBRARY GENERAL SUPPORT FUND; AND $25,000 EXCLUSIVELY TOWARDS THE NORTHEAST HARBOR LIBRARY SCHOLARSHIP PROGRAM | $35,000 | |
| OKLAHOMA COUNCIL OF PUBLIC AFFAIRS | |||||||
| 1401 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | PUBLIC CHARITY | FOR THE EDUCATION CAMPAIGN TO SAVE THE ELECTORAL COLLEGE | $200,000 | |
| OPERATION OPPORTUNITY FOUNDATION AKA THE WARRIOR SCHOLAR PROJECT | |||||||
| 1012 14TH ST NW SUITE 1200 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | FOR THE PROJECT 2020 ACADEMIC BOOT CAMPS | $200,000 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | PUBLIC CHARITY | THE RECLAIMING LIBERTY PROJECT | $25,000 | |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | |||||||
| 101 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | TOWARD THE 2020 HEALTH CARE COMMUNICATIONS STRATEGY PROJECT | $50,000 | |
| PENFAULKNER FOUNDATION | |||||||
| 641 S STREET NW 3RD FLOOR | WASHINGTON | DC | 20001 | PUBLIC CHARITY | TOWARD THE 40TH ANNIVERSARY PEN/FAULKNER AWARD CELEBRATION | $50,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET SUITE 550 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | $100,000 FOR CORE OPERATING SUPPORT OF GRANTEES MAJOR INITIATIVES AND $250,000 FOR THE ALLIANCE FOR CHARITABLE EXCELLENCE PROJECT | $350,000 | |
| PLIMOTH PLANTATION INC | |||||||
| 137 WARREN AVE PO BOX 1620 | PLYMOUTH | MA | 02362 | PUBLIC CHARITY | THE MAYFLOWER II RESTORATION PROJECT | $500,000 | |
| PROPTER STRATEGIES INC | |||||||
| 15150 PRESTON RD STE 300 | DALLAS | TX | 75248 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES FOR THEIR RESEARCH AND EDUCATION | $600,000 | |
| PSSI WASHINGTON INC | |||||||
| 1010 WISCONSIN AVE NW SUITE 250 | WASHINGTON | DC | 20007 | PUBLIC CHARITY | THE CHINA/RUSSIA CAPITAL MARKETS TRANSPARENCY INITIATIVE PROJECT | $250,000 | |
| PUBLIC INTEREST LEGAL FOUNDATION INC | |||||||
| 32 E WASHINGTON ST STE 1675 | INDIANAPOLIS | IN | 46204 | PUBLIC CHARITY | FOR PUBLIC INTEREST LITIGATION ACTIVITIES IN CONNECTION WITH THE PRESERVING THE CONSTITUTIONALFRAMEWORK OF AMERICAN ELECTIONS PROJECT. | $200,000 | |
| REACH EDUCATION INC | |||||||
| 300 M STREET SE SUITE 803 | WASHINGTON | DC | 20003 | PUBLIC CHARITY | FOR THE REACH FELLOWSHIP PROGRAM | $25,000 | |
| RISING TIDE CAPITAL | |||||||
| 384 MARTIN LUTHER KING DRIVE | JERSEY CITY | NJ | 07305 | PUBLIC CHARITY | FOR THE ATLAS PROGRAM BOOKS AND VIDEOS UNDER THE SUPERVISION OF STEVE MARRIOTTI | $1,800,000 | |
| SALVATION ARMY | |||||||
| 2626 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | FOR THE MODERN MIDDLE EASTERN STUDIES PROGRAM AT SHALEM COLLEGE | $50,000 | |
| SHALEM FOUNDATION | |||||||
| 845 THIRD AVENUE SIXTH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | COVID-19 EMERGENCY RESPONSE | $75,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 5255 LOUGHBORO RD NW | WASHINGTON | DC | 20016 | PUBLIC CHARITY | TO SUPPORT THE SIBLEY CENTER FOR GYNECOLOGIC ONCOLOGY & ADVANCED PELVIC SURGERY PROGRAM AT SIBLEY IN HONOR OF DR. JEFFREY LIN | $100,000 | |
| SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY | |||||||
| 1300 CONSTITUTION AVE NW MRC 619 | WASHINGTON | DC | 20560 | PUBLIC CHARITY | AMERICAN DEMOCRACY: A GREAT LEAP OF FAITH | $250,000 | |
| SPAULDING REHABILITATION HOSPITAL CORPORATION | |||||||
| 300 FIRST AVENUE | CHARLESTON | MA | 02129 | PUBLIC CHARITY | FOR THE JOHN MEANS SPENCER CAREGIVER AWARD AND THE NURSING PROFESSIONAL DEVELOPMENT AWARD | $100,000 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | PUBLIC CHARITY | TO SUPPORT STUDENTS IN THE SOWF PROGRAM WHO ARE AFFECTED BY THE PANDEMIC STATE OF EMERGENCY | $150,000 | |
| STATE POLICY NETWORK | |||||||
| 1655 N FORT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | PUBLIC CHARITY | EMPOWERING STATE LEADERS PROGRAM | $100,000 | |
| SUBURBAN HOSPITAL FOUNDATION INC | |||||||
| 8600 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | PUBLIC CHARITY | SUBURBAN HOSPITAL EMERGENCY PREPAREDNESS - COVID-19 RESPONSE | $100,000 | |
| SUMMER SEARCH | |||||||
| 1528 WALNUT STREET SUITE 1006 | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | TOWARDS EXPANDING ENTREPRENEURIAL SCHOOL PARTNERSHIPS AND CAREER READINESS WORK PROGRAMS | $40,000 | |
| SUSAN B ANTHONY LIST INC EDUCATION FUND (CHARLOETTE LOZIER INSTITUTE) | |||||||
| 2800 SHIRLINGTON RD STE 1200 | ARLINGTON | VA | 22206 | PUBLIC CHARITY | LAUNCHING THE LIFE SCIENCE & LAW RESOURCE BANK | $100,000 | |
| TEA PARTY PATRIOTS FOUNDATION INC | |||||||
| 1025 ROSE CREEK DR 322 600 | WOODSTOCK | GA | 30189 | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR THEIR TEA PARTY OUTREACH TRAINING | $75,000 | |
| TENEO NETWORK INC | |||||||
| 2605 W 8TH STREET C/O EVAN BAEHR | AUSTIN | TX | 78703 | PUBLIC CHARITY | TO BE USED FOR BUILDING AND SUPPORTING THE TENEO COMMUNITY, INCLUDING WORK RELATED TO THE COVID PANDEMIC | $250,000 | |
| TEXAS A&M UNIVERSITY | |||||||
| 2132 ALLEN BUILDING 4220 TAMU | COLLEGE STATION | TX | 77843 | PUBLIC CHARITY | SUPPORT FOR THE BUSCH SCHOOL'S DEVELOPMENT OF A NEW WASHINGTON DC BASED GRADUATE PROGRAM | $5,500,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVENUE | AUSTIN | TX | 78701 | PUBLIC CHARITY | THE ELECTION INTEGRITY PROJECT | $200,000 | |
| THOMAS MORE SOCIETY | |||||||
| 309 W WASHINGTON ST STE 1250 | CHICAGO | IL | 60606 | PUBLIC CHARITY | FOR THE ELECTION INTEGRITY INITIATIVES | $250,000 | |
| TRUST FOR THE NATIONAL MALL | |||||||
| 1300 PENNSYLVANIA AVE NW STE 370 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | GENERAL SUPPORT FOR THE TRUST FOR THE NATIONAL MALL CAPACITY BUILDING EFFORTS FOR PROGRAMMATIC DEVELOPMENT 2020 | $30,000 | |
| TURNING POINT USA | |||||||
| 27 1/2 ILLINOIS ST | LEMONT | IL | 60439 | PUBLIC CHARITY | THE NATIONAL FIELD PROGRAM AND NATIONAL EVENT PROGRAM | $500,000 | |
| UNITED SERVICE ORGANIZATION INC | |||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | COMBAT COVID-19 PROGRAM | $100,000 | |
| 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 $1,000,000 OVER FOUR YEARS | $250,000 | |
| V5 INITIATIVE INC | |||||||
| PO BOX 40471 | WASHINGTON | DC | 20016 | PUBLIC CHARITY | FOR TACKLING THE VENEZUELAN CRISIS PROJECT | $150,000 | |
| VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC | |||||||
| 300 NEW JERSEY AVENUE NW SUITE 900 | WASHINGTON | DC | 20001 | PUBLIC CHARITY | FOR THE MARXISM IN AMERICA PROJECT | $350,000 | |
| VIRGINIA INSTITUTE FOR PUBLIC POLICY | |||||||
| 490 COURT STREET SUITE 2 | ABINGDON | VA | 24210 | PUBLIC CHARITY | TOWARDS THE TUESDAY MORNING GROUP COALITION IMPACT AND ELECTION INTEGRITY PROGRAM | $100,000 | |
| VITAL VOICES GLOBAL PARTNERSHIP | |||||||
| 1625 MASSACHUSETTS AVE NW STE 300 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TOWARD THE 2020 VITAL VOICES GLOBAL LEADERSHIP AWARDS | $5,000 | |
| WASHINGTON TENNIS & EDUCATION FOUNDATION INC | |||||||
| 5220 16TH STREET NW | WASHINGTON | DC | 20011 | PUBLIC CHARITY | FOR GENERAL SUPPORT AND PROGRAMMING, INCLUDING FOR UNDERSERVED POPULATIONS IN THE WASHINGTON AREA | $100,000 | |
| WHEATON COLLEGE | |||||||
| 26 EAST MAIN ST | NORTON | MA | 02766 | PUBLIC CHARITY | ENDOWMENT FOR PROFESSORSHIP AND CHALLENGE GRANT | $2,110,000 | |
| WHITE HOUSE HISTORICAL ASSOCIATION NATIONAL COUNCIL | |||||||
| 1610 H STREET NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | FOR THE ENDURANCE FUND | $175,000 | |
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | |||||||
| 1300 PENNSYLVANIA AVE NW STE 8 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | TO SUPPORT THE DIRECTORS FUND AND RELATED PROGRAMS | $250,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | PUBLIC CHARITY | FOR COVID-19 EMERGENCY SERVICES | $50,000 | |
| YOUNG AMERICAORG INC | |||||||
| 37 NORTH ORANGE AVE 500 | ORLANDO | FL | 32801 | PRIVATE OPERATING FO | FOR SOCIAL MEDIA PROJECTS | $150,000 | |
| YOUNG AMERICANS AGAINST SOCIALISM | |||||||
| PO BOX 345 | CAMBRIDGE | NY | 12816 | PUBLIC CHARITY | EDUCATIONAL AND PROMOTIONAL VIDEOS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,845,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC | ||||||
| 3780 VT 100A | PLYMOUTH | VA | 05056 | PUBLIC CHARITY | $100,000 TO DISTRIBUTED OVER THE NEXT (3) THREE YEARS STARTING IN MAY 2021 (2022, 2023) EXCLUSIVELY TOWARDS THE CALVIN COOLIDGE SCHOLARSHIP PROGRAM | $100,000 |
| MASTERS SCHOOL | ||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | PUBLIC CHARITY | TO REPLACING THE CONSTRUCTION AND CHALLENGE GRANTS THAT IT PREVIOUSLY APPROVED ON SEPTEMBER 23RD, 2020 WITH A SINGLE GRANT PLEDGE OF $20,000,000 TO BE PAID BY FEBRUARY 8, 2022 TOWARDS CONSTRUCTION OF THE MASTERS SCHOOL INNOVATION AND ENTREPRENEURSHIP CENTER. | $20,000,000 |
| THE JACKSON LABORATORY | ||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | PUBLIC CHARITY | $2,000,000 TO BE PAID IN JANUARY 2021 FOR THE DIANA DAVIS SPENCER FOUNDATION CENTER FOR VISION RESEARCH PROJECT. $2,000,000 CHALLENGE GRANT , UNDER THE GRANT IF THE GRANTEE GENERATES $2,000,000 IN NEW GIFTS THROUGH 2023, THE FOUNDATION WILL PAY ANOTHER $2,000,000 | $2,000,000 |
| WHEATON COLLEGE | ||||||
| 26 EAST MAIN ST | NORTON | MA | 02766 | PUBLIC CHARITY | TOWARDS THE WHEATON COLLEGE DISCOVERY CENTER. THIS GRANT IS TO BE PAYABLE IN TWO INSTALLMENTS THE FIRST PAYMENT OF $2,500,000 IS TO BE PAID BY JANUARY 31ST, 2021; THE SECOND INSTALLMENT IS TO BE PAID BY MAY 31ST, 2021 | $2,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $24,600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,000 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,798,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,072,219 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REPAID | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $16,400,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,316,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,316,651 | 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 | $314,198 | Amt |
| Net Investment Income | $155,461 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $155,461 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWYERS DEMOCRACY FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56295 LITTLE MONITEAU ROAD | AddressLine1Txt |
| City | CALIFORNIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-05-26 | GrantDt |
| Grant | $225,000 | GrantAmt |
| Purpose Of Grant | THE GRANT IS TO FUND THE 2020 ELECTION INTEGRITY PROJECT WHICH IS TRYING TO SOLVE VITAL ISSUES RELATED TO ELECTORAL SYSTEM INTEGRITY THROUGHOUT THE UNITED STATES. | PurposeOfGrantTxt |
| Expended By Grantee | $225,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 2020 FINANCIALS REPORT | DatesOfReportsByGranteeTxt |
| Verification | 2020-12-31 | VerificationDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME (VANGUARD INTERMEDIATE TERM BOND ETF) | $132,404,100 | $132,404,100 |
| FIXED INCOME (VANGUARD LONG-TERM CORP BOND) | $51,203,270 | $51,203,270 |
| FIXED INCOME (VANGUARD TOTAL BOND MARKET ETF) | $141,818,339 | $141,818,339 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS - REAL ESTATE | $409,640 | $409,640 |
| COMMON STOCKS- COMMUNICATION SERVICES | $4,244,626 | $4,244,626 |
| COMMON STOCKS- CONSUMER DISCRETIONARY | $5,704,094 | $5,704,094 |
| COMMON STOCKS- CONSUMER STAPLES | $1,442,218 | $1,442,218 |
| COMMON STOCKS- DOMESTIC | $92,046,845 | $92,046,845 |
| COMMON STOCKS- ENERGY | $656,792 | $656,792 |
| COMMON STOCKS- FINANCIALS | $5,850,177 | $5,850,177 |
| COMMON STOCKS- FOREIGN | $2,927,790 | $2,927,790 |
| COMMON STOCKS- HEALTH CARE | $7,861,717 | $7,861,717 |
| COMMON STOCKS- INDUSTRIALS | $4,219,843 | $4,219,843 |
| COMMON STOCKS- INFORMATION TECHNOLOGY | $12,539,002 | $12,539,002 |
| COMMON STOCKS- MATERIALS | $1,460,578 | $1,460,578 |
| COMMON STOCKS- UTILITIES | $1,659,198 | $1,659,198 |
| DOMESTIC EQUITY | $91,768,992 | $91,768,992 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $247,355,441 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $247,355,441 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ATLAS POINT OPPORTUNITY FUND LLC | FMV | $38,293 | $38,293 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II | FMV | $6,071,245 | $6,071,245 |
| DEBT (ATLAS POINT PRIVATE CREDIT OPPORTUNITY) | FMV | $161,909 | $161,909 |
| GROWTH CAPITAL (PINEBROOK CAPITAL) | FMV | $469,981 | $469,981 |
| HEDGED EQUITY FUND - ACL ALTERNATIVE FUND SAC LIMITED | FMV | $82,990,577 | $82,990,577 |
| HEDGED FUND - ACL ALTERNATIVE FUND DEPRECIATION DEPOSIT | FMV | $1,964,692 | $1,964,692 |
| HEDGED FUND - AHL (CAYMEN) SPC CI A1 EVOLUTION | FMV | $43,926,966 | $43,926,966 |
| HEDGED FUND - ELLIOT CO | FMV | $9,573,090 | $9,573,090 |
| HEDGED FUND - GRAHAM ABSOLUTE RETURN | FMV | $57,856,700 | $57,856,700 |
| HEDGED FUND - MILLENNIUM INTERNATIONAL, LTD | FMV | $82,702,237 | $82,702,237 |
| HEDGED FUND - MILLENNIUM INTERNATIONAL, LTD | FMV | $7,778,289 | $7,778,289 |
| HEDGED FUND - POINTER OFFSHORE LTD | FMV | $107,188,955 | $107,188,955 |
| HEDGED FUND - WMQS GLOBAL EQUITY OFFSHORE CI F-2 | FMV | $45,681,238 | $45,681,238 |
| MISCELLANEOUS (WISHBONE STRATA LP) | FMV | $427,080 | $427,080 |
| OAKTREE OPPORTUNITIES FUND X | FMV | $2,691,818 | $2,691,818 |
| OAKTREE OPPORTUNITIES FUND XB | FMV | $4,341,842 | $4,341,842 |
| PRIVATE ADVISORS SMALL COMPANY PEF VII | FMV | $5,334,698 | $5,334,698 |
| PRIVATE EQUITY FUND (ENERGY CAPITAL INVESTORS) | FMV | $12,069 | $12,069 |
| PRIVATE EQUITY FUND (EXCEL VENTURE FUND II) | FMV | $225,737 | $225,737 |
| PRIVATE EQUITY FUND (LANDMARK INVESTORS) | FMV | $37,252 | $37,252 |
| PRIVATE EQUITY FUND (WLR RECOVERY V INVESTORS) | FMV | $208,717 | $208,717 |
| SCHRODER FOCUS II | FMV | $9,089,680 | $9,089,680 |
| OAKTREE OPPORTUNITIES FUND XI | FMV | $1,072,831 | $1,072,831 |
| HEDGED FUND - EXODUS POINT PARTNERS INT'L FUND | FMV | $15,424,272 | $15,424,272 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $364,338 | $232,481 | $131,857 | $131,857 |
| COMPUTER SOFTWARE | $479,400 | $306,283 | $173,117 | $173,117 |
| LEASEHOLD IMPROVEMENT | $1,304,321 | $394,959 | $909,362 | $909,362 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,234,826 | LegalFeesAmt |
| Net Investment Income | $123,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,084,293 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $4,903 | BOYBookValueAmt |
| EOY Book Value | $4,903 | EOYBookValueAmt |
| EOYFMV | $4,903 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $113,857 | $0 | $121,810 |
| OFFICE SUPPLIES | $31,769 | $0 | $32,164 |
| POSTAGE & DELIVERY | $2,543 | $0 | $2,543 |
| TELEPHONE & FAX | $13,326 | $0 | $14,827 |
| SUBSCRIPTIONS & MEMBERSHIPS | $11,103 | $0 | $15,191 |
| EQUIPMENT RENTAL & MAINTENANCE | $19,770 | $0 | $19,770 |
| OTHER FEES | $11,719 | $0 | $11,719 |
| PARTNERSHIP EXPENSES | $0 | $2,252,840 | $0 |
| BANK FEES | $7,636 | $5,529 | $2,107 |
| AMORTIZATION | $119,741 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP ORDINARY INCOME | $4,579 | ||
| PARTNERSHIP ROYALTIES | $11,121 | ||
| PARTNERSHIP OTHER INCOME | $74,165 | ||
| PARTNERSHIP RENTAL INCOME | -$37,886 | ||
| GRANTS REPAID | $16,400,000 | $16,400,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $81,778,755 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED RENT | $64,883 | $74,252 |
| DEFERRED LEASEHOLD INCENTIVE | $184,888 | $158,157 |
| DEFERRED TAX LIABILITY | $2,205,532 | $2,655,483 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $47,980 | $28,788 | $19,192 |
| RETIREMENT MANAGEMENT | $22,967 | $0 | $21,289 |
| INVESTMENT FEES - ATLANTIC TRUST | $154,060 | $167,995 | $0 |
| INVESTMENT FEES - FSTC | $2,187,521 | $2,187,521 | $0 |
| CONSULTING - MANAGEMENT | $374,000 | $416,358 | $20,100 |
| CONSULTING-COMPUTER SUPPORT | $108,978 | $0 | $195,448 |
| CONSULTING - GRANTEES | $191,557 | $0 | $191,557 |
| CONSULTING - PUBLICATIONS/WRITING | $0 | $280 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $133,310 | $65,544 | $65,544 |
| WORKERS COMP PREMIUMS | $1,040 | $746 | $746 |
| FOREIGN TAXES | $0 | $0 | $0 |
| EXCISE TAX | $791,544 | $0 | $0 |