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DIANA DAVIS SPENCER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DIANA DAVIS SPENCER FOUNDATION (EIN 20-3672969)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202033179349102878
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T16:28:25-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18215 GREENWAY BOULEVARD SUITE 600AddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53562ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203672969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIANA DAVIS SPENCER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDIANBusinessNameControlTxt
Phone3019614000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 BETHESDA METRO CENTER NO 118AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABBY SPENCER MOFFATPersonNm
Person TitleCEOPersonTitleTxt
Phone3019614000PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY ANDERSON CPAPreparerPersonNm
PTINP00188889PTIN
Phone6086628600PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.128.51.26IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm11:42:00IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdECAAE915191F8B55575D4D13EB7FB92B4EF89768AtSubmissionCreationDeviceId
At Submission Filing Device IdA1689719603EECE49B4BD9359BAB3CB0B273ED06AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,443,215,686FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$153,002InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$153,002InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,386,841DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,267,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,005,918NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$601,163,911GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,288,466CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$415,940OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$32,545,761TotalRevAndExpnssAmt
Total Net Invst Incm$41,125,334TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,229,357CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,093,938CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,093,938CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$885,745OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$437,751OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$437,751OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$694,197PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$345,061PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$345,061PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$909,210LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$90,921LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$793,698LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$310,826AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$163,634AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$163,634AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,357,166OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,131,604OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$127,324OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,937,958TaxesRevAndExpnssAmt
Taxes Net Invst Incm$67,177TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$67,177TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$213,260DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$195,491OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$212,313OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$103,600TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$102,143TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,697PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,650PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$111,133OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,375,505OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl-$5,450OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,953,640TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,705,591TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,343,239TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,319,555ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,889,095ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,273,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,705,591TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,232,334TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,727,434ExcessRevenueOverExpensesAmt
Net Investment Income$33,419,743NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$82,667,492SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$235,746,205SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$235,746,205SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$200,000AcctRcvblAmt
Acct Rcvbl EOY$200,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$200,000AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$494,336PrepaidExpensesBOYAmt
Prepaid Expenses EOY$355,153PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$355,153PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$352,905,714USGovernmentObligationsBOYAmt
US Government Obligations EOY$228,593,581USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$228,593,581USGovtObligationsEOYFMVAmt
Corporate Stock BOY$251,312,098CorporateStockBOYAmt
Corporate Stock EOY$267,190,321CorporateStockEOYAmt
Corporate Stock EOYFMV$267,190,321CorporateStockEOYFMVAmt
Corporate Bonds BOY$282,565,121CorporateBondsBOYAmt
Corporate Bonds EOY$305,957,946CorporateBondsEOYAmt
Corporate Bonds EOYFMV$305,957,946CorporateBondsEOYFMVAmt
Other Investments BOY$372,312,345OtherInvestmentsBOYAmt
Other Investments EOY$403,600,802OtherInvestmentsEOYAmt
Other Investments EOYFMV$403,600,802OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,148,059LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$581,284LandBldgEquipAccumDeprecAmt
Land BOY$1,846,018LandBOYAmt
Land EOY$1,566,775LandEOYAmt
Land EOYFMV$1,566,775LandEOYFMVAmt
Other Assets BOY$4,903OtherAssetsBOYAmt
Other Assets EOY$4,903OtherAssetsEOYAmt
Other Assets EOYFMV$4,903OtherAssetsEOYFMVAmt
Total Assets BOY$1,344,108,027TotalAssetsBOYAmt
Total Assets EOY$1,443,215,686TotalAssetsEOYAmt
Total Assets EOYFMV$1,443,215,686TotalAssetsEOYFMVAmt
Accounts Payable BOY$388,509AccountsPayableBOYAmt
Accounts Payable EOY$746,012AccountsPayableEOYAmt
Grants Payable BOY$46,892,028GrantsPayableBOYAmt
Grants Payable EOY$35,151,169GrantsPayableEOYAmt
Other Liabilities BOY$261,267OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,455,303OtherLiabilitiesEOYAmt
Total Liabilities BOY$47,541,804TotalLiabilitiesBOYAmt
Total Liabilities EOY$38,352,484TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,296,566,223NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,404,863,202NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,296,566,223TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,404,863,202TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,344,108,027TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,443,215,686TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,296,566,223TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,727,434ExcessRevenueOverExpensesAmt
Other Increases$119,024,413OtherIncreasesAmt
Subtotal$1,404,863,202SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,404,863,202TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$4,012,075$4,201,654-$189,579-$189,579
PUBLICLY TRADED SECURITIES$590,855,424$583,673,791$7,181,633$7,181,633
PARTNERSHIP SHORT TERM CAPITAL GAIN$2,994,632$2,994,632$2,994,632P
PARTNERSHIP LONG TERM CAPITAL LOSS$3,157,221$3,157,221$3,157,221P
PARTNERSHIP 1231 GAIN$144,559$144,559$144,559P
FieldValueIRS element (for citing)
Capital Gain Net Income$13,288,466CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,726,881AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,368,114,593NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036347DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,917,099AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,316,312,941NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.026526DistributionYr2Rt
Adjusted Qlfy Distri Yr3$111,126,718AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,306,745,810NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.085041DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,217,758AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,327,885,040NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040077DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,050,166AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$84,902,824NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.153707DistributionYr5Rt
Total Distribution0.341698TotalDistributionRt
Average Distribution0.068340AverageDistributionRt
Net Vl Noncharitable Assets$1,372,350,211NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,786,413AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$334,197NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,120,610AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,232,334QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$668,395InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$668,395SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$668,395TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$930,254EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$470,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,400,254TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$731,859OverpaymentAmt
Applied To ES Tax$440,000AppliedToESTaxAmt
Refund$291,859RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DDSFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CAROLE FEATHERSTONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3019614000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 BETHESDA METRO CENTER NO 118AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DIANA DAVIS SPENCER
3 BETHESDA METRO CENTERBETHESDAMD20814PRESIDENT40.00$712,546$32,567$0
ABBY SPENCER MOFFAT
3 BETHESDA METRO CENTERBETHESDAMD20814CHIEF EXECUTIVE OFFICER40.00$695,000$52,558$0
KIMBERLY F LAMANNA
3 BETHESDA METRO CENTERBETHESDAMD20814TRUSTEE1.00$0$0$0
HARRISON HOWARD
3 BETHESDA METRO CENTERBETHESDAMD20814INDEPENDENT TRUSTEE1.00$30,000$0$0
CAROLE A FEATHERSTONE
3 BETHESDA METRO CENTERBETHESDAMD20814CHIEF FINANCIAL OFFICER40.00$592,199$56,920$0
CHRISTOPHER BURNS
3 BETHESDA METRO CENTERBETHESDAMD20814FOUNDATION MANAGER12.00$160,000$0$0
JOHN RICHARDSON
3 BETHESDA METRO CENTERBETHESDAMD20814AUDIT COMMITTEE MEMBER1.00$62,500$0$0
RICHARD PAINTER
3 BETHESDA METRO CENTERBETHESDAMD20814AUDIT COMMITTEE MEMBER1.00$50,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NICOLE K SHAW
3 BETHESDA METRO CENTERBETHESDAMD20814SENIOR PROGRAM MANAG40.00$164,134$93,003$0
MARY HAMILTON
3 BETHESDA METRO CENTERBETHESDAMD20814PROJECT MANAGER40.00$138,023$72,318$0
MELINDA R CAYZEDO
3 BETHESDA METRO CENTERBETHESDAMD20814PROJECT MANAGER40.00$135,043$61,791$0
MICHELLE E DOZIER
3 BETHESDA METRO CENTERBETHESDAMD20814GRANTS MANAGER40.00$144,946$50,574$0
ELIZABETH SMIROLDO
3 BETHESDA METRO CENTERBETHESDAMD20814RESEARCH MANAGER40.00$151,200$30,610$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k3OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MORGAN STANLEY GRAYSTONE
12505 PARK POTOMAC AVENUE 420POTOMACMD20854INVESTMENT ADVISORS$1,228,764
HAMLIN CAPITAL MANGEMENT LLS
640 FIFTH AVENUE 11TH FLOORNEW YORKNY10019INVESTMENT ADVISORS$667,330
JONES DAY
51 LOUISIANA AVENUE NWWASHINGTONDC20001LEGAL$562,748
EDGEWOOD MANAGEMENT LLC
535 MADISON AVENUE 15NEW YORKNY10022INVESTMENT ADVISORS$402,450
CLIFTONLARSONALLEN LLP
220 6TH STREET SUITE 300MINNEAPOLISMN55402ACCOUNTING SERVICES$281,160
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,261,859,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$131,389,692AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,393,248,945TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,393,248,945AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,898,734CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,372,350,211NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,617,511MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,617,511MinimumInvestmentReturnAmt
Tax Based On Investment Income$668,395TaxBasedOnInvestmentIncomeAmt
Income Tax$24,100IncomeTaxAmt
Total Tax$692,495TotalTaxAmt
Distributable Before Adj$67,925,016DistributableBeforeAdjAmt
Recoveries Qualfied Distri$200,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,125,016DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,125,016DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,232,334ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,232,334QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,232,334AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,125,016DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,007,731ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$46,229,254ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$51,236,985TotalExcessDistributionCyovAmt
Qualifying Distributions$46,232,334QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,232,334AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$21,892,682ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,892,682ExcessDistributionCyovAppCYAmt
Total Corpus$29,344,303TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$29,344,303ExcessDistriCyovToNextYrAmt
Excess From Year3$29,344,303ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (194 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACTON ACADEMY FOUNDATION
2737 DEVONSHIRE PLACE NW 425WASHINGTONDC20008PUBLIC CHARITYTEACHING ENTREPRENEURSHIP AND THE CHILDRENS FAIR$50,000
AFTER-SCHOOL ALL-STARS
1331 H STREET NW SUITE 1100WASHINGTONDC20005PUBLIC CHARITYASAS DC CAPACITY BUILDING AND PROGRAM SUPPORT$175,000
AFTER-SCHOOL ALL-STARS
1331 H STREET NW SUITE 1100WASHINGTONDC20005PUBLIC CHARITYTO SUPPORT THE RISING STARS EVENT AT THE PARTNER SPONSOR$5,000
AMERICAN CIVIL RIGHTS UNION
3213 DUKE STREETALEXANDRIAVA22314PUBLIC CHARITYFOR ELECTION INTEGRITY PROGRAMS$150,000
AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
1730 M STREET NW NO 600WASHINGTONDC20036PUBLIC CHARITY$4,500,000 IS FOR THE NEW CENTER FOR HIGHER EDUCATION PHILANTHROPY. THE REMAINING $500,000 MUST BE USED FOR GENERAL OPERATIONS$1,000,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STE NEWASHINGTONDC20002PUBLIC CHARITYAN EFFECTIVE NATIONAL SECURITY AND COUNTER-TERRORISM STRATEGY$50,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STE NEWASHINGTONDC20002PUBLIC CHARITYFOR PROGRAMS ON AN EFFECTIVE NATIONAL SECURITY AND TERRORISM STRATEGY$100,000
AMERICAN PRINCIPLES PROJECT FOUNDATION
2800 S SHIRLINGTON RD 1201ARLINGTONVA22206PUBLIC CHARITYAMERICAN DYSTOPIA: HOW THE ADMINISTRATIVE STATE IS DESTROYING AMERICA$100,000
AMERICAN PRIVATE RADIO
1739 UNIVERSITY AVE 341OXFORDMS38655PUBLIC CHARITYTOWARDS OUR AMERICAN STORIES: 250 STORYTELLING PROJECT$100,000
AMERICAN STRATEGY GROUP THE (CLAREMONT STRATEGY GROUP)
937 W FOOTHILL BLVD SUITE CCLAREMONTCA91711PUBLIC CHARITYSENIOR 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 STUDIES CENTER FBO AMERICAN VETERANS CENTER
1100 N GLEBE RD STE 900ARLINGTONVA22201PUBLIC CHARITYTO SUPPORT THE AMERICAN VETERANS CENTER'S ANNUAL VETERAN CONFERENCE$5,000
AMERICAS FUTURE FOUNDATION
1633 CONNECTICUT AVE NW NO 300WASHINGTONDC20009PUBLIC CHARITYFOCUSED ON DEVELOPING AN UNDERSTANDING AND ORIENTATION TOWARDS LIBERTY AMONG YOUNG PEOPLE$150,000
ANNE ARUNDEL COUNTY PUBLIC SCHOOLS
1179 HAMMOND LNODENTONMD21113GOVERNMENTTO SUPPORT FUNDING FOR 3 FIELD TRIPS AND THE NJHS MENTOR PROGRAM$35,000
APPLETREE INSTITUTE FOR EDUCATION INNOVATION
1801 MISSISSIPPI AVE SE 3RD FLOORWASHINGTONDC20020PUBLIC CHARITYEVERY CHILD READY$75,000
ASHLAND UNIVERSITY FBO ASHBROOK CENTER
401 COLLEGE AVENUEASHLANDOH44805PUBLIC CHARITYREDISCOVERING AMERICA: A PLAN TO REVIVE CIVIC EDUCATION$75,000
ASIA AMERICA INITIATIVE
1521 16TH STREET NWWASHINGTONDC20036PUBLIC CHARITYEXPANDING ZONES OF PEACE THROUGH HEALTH, NUTRITION, EDUCATION, AND ENTERPRISE$200,000
BEST FRIENDS FOUNDATION
5335 WISCONSIN AVENUE NW SUITE 440WASHINGTONDC20015PUBLIC CHARITYFOR THE BULLYING, VIOLENCE, AND SUBSTANCE ABUSE PREVENTION PROGRAM$150,000
BEST FRIENDS FOUNDATION
5335 WISCONSIN AVENUE NW SUITE 440WASHINGTONDC20015PUBLIC CHARITY$300,000 FOR THE KINDNESS IS COOLER PROGRAM AND THE STOP THE SILENCE, PREVENT THE VIOLENCE: BULLYING, VIOLENCE, AND SUBSTANCE ABUSE PREVENTION PROGRAM. ADDITIONALLY, $50,000 IS PLEDGED FOR PROGRAMMING IF THEY RAISE MATCHING FUNDS.$300,000
BETHESDA CHEVY CHASE RESCUE SQUAD
5020 BATTERY LANEBETHESDAMD20814PUBLIC CHARITYTO FUND THE PURCHASE OF A HEAVY RESCUE SQUAD TRUCK -- ORIGINALLY DESIGNATED TO HELP THE BCCRS PURCHASE A THIRD NEW AMBULANCE, BUT GC APPROVED THE NEW PURPOSE ON 4.2.2019$20,000
BETHESDA GREEN
4825 CORDELL AVEBETHESDAMD20814PUBLIC CHARITYTO ADVANCE THE MISSION AND PROGRAMMING OF THE BE GREEN INCUBATOR$150,000
BOWEN MCCAULEY DANCE CO (BMDC)
818 N QUINCY STREET SUITE 104ARLINGTONVA22203PUBLIC CHARITYTO SUPPORT THE SPRING PERFORMANCE AT THE KENNEDY CENTER$1,000
BULLIS SCHOOL
10601 FALLS ROADPOTOMACMD20854PUBLIC CHARITYANNUAL FUND/ DESIGNATED FINANCIAL AID PROGRAM 2018-19$25,000
CALVIN COOLIDGE PRESIDENTIAL FOUNDATION
3780 VT 100APLYMOUTHVT05056PUBLIC CHARITYCOOLIDGE SCHOLARS PROGRAM (THE PROGRAM) FOR THE PURPOSES OF PROMOTING SCHOLARSHIP, LEADERSHIP, AND YOUTH ENGAGEMENT IN DEBATE AND PUBLIC POLICY.$100,000
CAPITAL RESEARCH CENTER
1513 16TH STREET NWWASHINGTONDC20036PUBLIC CHARITYSOCIAL MEDIA VIDEOS AND INFLUENCEWATCH PROJECT$100,000
CAPITAL RESEARCH CENTER
1513 16TH STREET NWWASHINGTONDC20036PUBLIC CHARITYCAPITAL RESEARCH CENTER SOCIAL MEDIA VIDEOS$50,000
CENTER FOR EDUCATION REFORM
1455 PENNSYLVANIA AVE NW SUITE 250WASHINGTONDC20004PUBLIC CHARITYWHY AMERICA PROGRAM IMPLEMENTATION 2018-2019 SCHOOL YEAR$436,000
CENTER FOR EDUCATION REFORM
1455 PENNSYLVANIA AVE NW SUITE 250WASHINGTONDC20004PUBLIC CHARITYFOR THE CENTER FOR EDUCATION REFORM'S RENEWAL OF THE WHY AMERICA? PROGRAM FOR THE 2019 -2020$750,000
CENTER FOR EDUCATION REFORM
1455 PENNSYLVANIA AVE NW SUITE 250WASHINGTONDC20004PUBLIC CHARITYTOWARD EXPANDING INNOVATION IN EDUCATION$150,000
CENTER FOR STRATEGIC & INTERNATIONAL STUDIES
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PUBLIC CHARITYFOR THE ARNAUD DE BORCHGRAVE ENDOWMENT CONTRIBUTION IN HONOR OF JUDGE WILLIAM WEBSTER$25,000
CENTER FOR STRATEGIC & INTERNATIONAL STUDIES
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PUBLIC CHARITYWORK ON RUSSIAS COUNTERTERRORISM CAMPAIGN IN SYRIA AND IMPLICATIONS FOR USA AND THE LECTURE IN MEMORY OF ARNAUD DE BORCHGRAVE$150,000
CENTRONIA
1420 COLUMBIA ROAD NWWASHINGTONDC20009PUBLIC CHARITYEARLY CHILDHOOD EDUCATION AND WORKFORCE DEVELOPMENT PROGRAMS$100,000
CERTELL INC
2201 E 46TH ST 302INDIANAPOLISIN46205PUBLIC CHARITYEDUCATIONAL PROGRAMS$50,000
CHAPEL HAVEN INCORPORATED
1040 WHALLEY AVENUENEW HAVENCT06515PUBLIC CHARITYBEST BUDDIES PROGRAM$40,000
CHILDREN'S HOSPITAL FOUNDATION
801 ROEDER ROAD SUITE 650SILVER SPRINGMD20910PUBLIC CHARITYTO PROMOTE LEARNING AND DEVELOPMENT: EDUCATIONAL SERVICES AT CHILDREN'S NATIONAL$75,000
CIA OFFICERS MEMORIAL FOUNDATION
PO BOX 405HERNDONVA20172PUBLIC CHARITYSCHOLARSHIP FUNDS IN HONOR OF CYNTHIA HELMS$5,000
CITY YEAR INC
1875 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20009PUBLIC CHARITYWHOLE SCHOOL WHOLE CHILD PROGRAM IN WASHINGTON, DC$100,0001130
CODE 3 ASSOCIATION
PO BOX 2102VIENNAVA22183PUBLIC CHARITYCARING FOR COPS AND THE COMMUNITIES THEY SERVE$735,000
COLLEGIATE DIRECTIONS INC
4827 RUGBY AVE STE 001BETHESDAMD20814PUBLIC CHARITYTO PROVIDE COLLEGE ACCESS AND SUCCESS SERVICES FOR LOW-INCOME STUDENTS IN MONTGOMERY COUNTY, MARYLAND AND WASHINGTON, DC$200,000
COMMITTEE TO UNLEASH PROSPERITY
9008 BELMART RDPOTOMACMD20854PUBLIC CHARITYTO SUPPORT THE EDUCATIONAL SPEAKER SERIES$10,000
COMPETITIVE ENTERPRISE INSTITUTE
1310 L STREET NW 7TH FLOORWASHINGTONDC20005PUBLIC CHARITYSUPPORT OF CEI'S FOUR PROGRAMMATIC CENTERS, LEGAL DEPARTMENT, AND COMMUNICATIONS TEAM$100,000
CONSTITUTIONAL SOURCES PROJECT (CONSOURCE)
1700 K ST NWWASHINGTONDC20006PUBLIC CHARITYCONSTITUTIONAL HISTORY IN THE CLASSROOM: A COLLABORATIVE TEACHER PROFESSIONAL DEVELOPMENT PROGRAM$15,000
CROSSROADS CLUB
PO BOX 116DAYTONOH45405PUBLIC CHARITYFOR THE CROSSXREACH PROJECT$80,000
CULTURE WISE STUDIES INC
4073 MISSION OAKS BLVDCAMARILLOCA93012PUBLIC CHARITYTO SUPPORT CULTURE WISE STUDIES PROGRAMMING$200,000
CULTURE WISE STUDIES INC
4073 MISSION OAKS BLVDCAMARILLOCA93012PUBLIC CHARITYGENERAL OPERATING SUPPORT FOR CULTURE WISE STUDIES$200,000
DAILY CALLER NEWS FOUNDATION
1920 L ST NW STE 205WASHINGTONDC20036PUBLIC CHARITYFOR 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$100,000
DANIEL MORGAN ACADEMY
1620 L ST NW FL 7WASHINGTONDC20036PUBLIC CHARITYTO FUND THE DEVELOPMENT OF STRATEGIC ALLIANCES AND PARTNERSHIPS$5,400,000
DANIEL MORGAN GRADUATE SCHOOL OF NATIONAL SECURITY
1620 L ST NW FL 7WASHINGTONDC20036PUBLIC CHARITYIN SATISFACTION OF $7 MILLION PLEDGE FOR THE MULTI YEAR GRANT 2018. REMAINDER TO BE PAID IN THE FUTURE $2,400,000$4,600,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755PUBLIC CHARITYTO 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
DC WEB FEST
2020 CONNECTICUT AVE NWWASHINGTONDC20008PUBLIC CHARITYTOWARD THE DC WEB FEST FILM FESTIVAL, GIVEN IN HONOR OF OTESSA'S MOTHER$5,000
DONORS TRUST
1800 DIAGONAL ROAD SUITE 280ALEXANDRIAVA22314PUBLIC CHARITYREPLENISHING DDSF DONORS TRUST ACCOUNT$2,000,000
DOWNTOWN EVENING SOUP KITCHEN
PO BOX 1478NEW HAVENCT06506PUBLIC CHARITYFOR EVENING MEALS & WEEKLY PANTRY PROGRAM$5,000
EARTH UNIVERSITY FOUNDATION
151 ELLIS STREET NE FLOOR 1 STE 133ATLANTAGA30303PUBLIC CHARITYEDUCATING ENTREPRENEURIAL LEADERS FOR A SUSTAINABLE FUTURE$100,000
EDUCATION AND RESEARCH INSTITUTE
1025 THOMAS JEFFERSON STREET NW STEWASHINGTONDC20007PUBLIC CHARITYAMERICAN HISTORY TEXTBOOK PROJECT$50,000110G
ELIZABETH DOLE FOUNDATION
600 NEW HAMPSHIRE AVENUE NW SUITEWASHINGTONDC20037PUBLIC CHARITYSUPPORT OF THE ANNUAL HEROES & HISTORY MAKERS EVENT$250,0001020
ELM CITY INTERNATIONALS
511 CHAPEL STREETNEW HAVENCT06511PUBLIC CHARITYTOWARDS TEACHER SALARIES AND COLLEGE PROGRAMMING$12,000
ELM CITY INTERNATIONALS
511 CHAPEL STREETNEW HAVENCT06511PUBLIC CHARITYTOWARDS THE READING AND WRITING ENRICHMENT PROGRAM (COLLEGE READINESS ACADEMY)$12,000
ENCOUNTER FOR CULTURE AND EDUCATION
900 BROADWAY SUITE 601NEW YORKNY10003PRIVATE OPERATING FOOUTREACH TO YOUNG PEOPLE ON CAMPUS AND AT NATIONAL GATHERINGS$25,000
ENOUGH IS ENOUGH CAMPAIGN
11250 ROGER BACON DR UNIT 19 VARESTONVA20191PUBLIC CHARITYINTERNET SAFETY CAMPAIGNS AND INITIATIVES TO DEFEND THE DIGNITY AND SAFETY OF CHILDREN AND FAMILIES IN THE DIGITAL WORLD$200,00020191
ESSENTIALS IN EDUCATION
115 EAST 62ND STREETNEW YORKNY10016PUBLIC CHARITYNATIONAL MARRIAGE WEEK USA$50,000
ETHICS AND PUBLIC POLICY CENTER
1730 M STREET NWWASHINGTONDC20036PUBLIC CHARITYAP TEST REVISION PROJECT UNDER THE STANLEY KURTZ PROGRAM$150,000
FLOC FOR LOVE OF CHILDREN
1763 COLUMBIA ROAD NWWASHINGTONDC20009PUBLIC CHARITYFOR LOVE OF CHILDREN'S NEIGHBORHOOD TUTORING PROGRAM$15,000
FLOC FOR LOVE OF CHILDREN
1763 COLUMBIA ROAD NWWASHINGTONDC20009PUBLIC CHARITYFOR THE TUTORING PROGRAM$5,000
FOUNDATION FIGHTING BLINDNESS INC
7168 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PUBLIC CHARITYTO SUPPORT THE 17TH ANNUAL LOVE OF SIGHT DINNER$5,000100
FOUNDATION FIGHTING BLINDNESS INC
7168 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PUBLIC CHARITYTO SUPPORT THE RESEARCH THAT WILL LEAD TO PREVENTION, TREATMENTS AND VISION RESTORATION FOR DEGENERATIVE RETINAL DISEASES$5,000100
FOUNDATION FIGHTING BLINDNESS INC
7168 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PUBLIC CHARITYFOR EFFORTS TO DISCOVER THE PREVENTIONS, TREATMENTS, AND CURES FOR BLINDING RETINAL DISEASE$25,000100
FOUNDATION FIGHTING BLINDNESS INC
7168 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PUBLIC CHARITYTO SUPPORT THE 10TH ANNUAL MONTGOMERY COUNTY VISIONWALK$5,000100
FOUNDATION FIGHTING BLINDNESS INC
7168 COLUMBIA GATEWAY DRIVE SUITECOLUMBIAMD21046PUBLIC CHARITYPROJECT/PROGRAM TITLE: FUTURE LEADERS IN RETINA CARE AND RETINAL DISEASE RESEARCH: THE DIANA DAVIS SPENCER CAREER DEVELOPMENT PROGRAM$200,000100
FOUNDATION FOR CULTURAL REVIEW INC
900 BROADWAY STE 602NEW YORKNY10003PUBLIC CHARITYFOR THE HILTON KRAMER FELLOWSHIP AND THE YOUNG FRIENDS PROGRAM$25,000
FOUNDATION FOR ECONOMIC EDUCATION
1819 PEACHTREE ROAD NE SUITE 300ATLANTAGA30309PUBLIC CHARITYINTRODUCING YOUNG STUDENTS TO THE PRINCIPLES OF FREE- MARKETS, INDIVIDUAL LIBERTY, ENTREPRENEURSHIP, AND CHARACTER$40,000
FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION
16 STOCKTON STPRINCETONNJ08540PUBLIC CHARITYTHE UNIVERSITY PROJECT$1,000,000
FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
510 WALNUT STREET STE 1250PHILADELPHIAPA19106PUBLIC CHARITYGENERAL OPERATING SUPPORT FOR FIRE$200,000
FREE TO CHOOSE NETWORK
2002 FILMORE AVENUEERIEPA16506PUBLIC CHARITYIN SUPPORT OF THE FROM SUBJECT TO CITIZEN PROJECT, IN HONOR OF DOROTHY STEPHENS$50,000
FREE TO CHOOSE NETWORK
2002 FILMORE AVENUEERIEPA16506PUBLIC CHARITYFROM 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 240STERLINGVA20166PUBLIC CHARITYFREEDOM ALLIANCE SCHOLARSHIP FUND AND THE STUDENT OUTREACH PROGRAM$150,000
FREEDOMWORKS FOUNDATION
400 NORTH CAPITOL STREET NW SUITEWASHINGTONDC20001PUBLIC CHARITYFOR ITS INITIATIVE ON 401(K) SAVINGS$100,000765
FRIENDS OF ACADIA
43 COTTAGE STBAR HARBORME04609PUBLIC CHARITYSTRENGTHEN EXISTING YOUTH PROGRAMS, BUILD THEIR CAPACITY, AND DEVELOP INNOVATIVE PARTNERSHIPS THAT WILL ENERGIZE YOUNG PEOPLE TO EXPLORE THE PARK AND PROTECT ACADIA$500,000
FRIENDS OF CHOICE IN URBAN SCHOOLS (FOCUS)
1436 U STREET NW 204WASHINGTONDC20009PUBLIC CHARITYIN HONOR OF PAM PEABODY$1,000
FRIENDS OF CHOICE IN URBAN SCHOOLS
1436 U STREET NW 204WASHINGTONDC20009PUBLIC CHARITYTO SUPPORT ADVOCACY AND SCHOOL SUPPORT SERVICES FOR DC'S PUBLIC CHARTER SCHOOLS$100,000
FRIENDS OF ISTITUTO BRUNO LEONI
1747 PENNSYLVANIA AVE NW STE 10WASHINGTONDC20006PUBLIC CHARITYIBL NELLE SCUOLE: BASIC ECONOMICS FOR ITALIAN STUDENT PROGRAM$10,000
FUND FOR AMERICAN STUDIES
1706 NEW HAMPSHIRE AVENUE NWWASHINGTONDC20009PUBLIC CHARITYINSTITUTE 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 EAST 60TH STREET SUITE 1001NEW YORKNY10022PUBLIC CHARITYGATESTONE FELLOWS AND WRITERS PROJECT$30,000
GEORGETOWN UNIVERSITY HOSPITAL MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL
3800 RESERVOIR RD NWWASHINGTONDC20007PUBLIC CHARITYFOR THE ASSOCIATE BREAK ROOM AND PATIENT ROOM IN THE NEW PAVILION$50,000
GLOBAL CENTER FOR SOCIAL ENTREPRENEURSHIP NETWORK FOUNDATION
430 OLD NEIGHBORHOOD RDKINGSTONNY12401PUBLIC CHARITYFOR THE 2019-2020 SVRI AND SOCIAL VENTURE EXPERIENCE PROGRAM R&D$700,000
GLOBAL CENTER FOR SOCIAL ENTREPRENEURSHIP NETWORK FOUNDATION
430 OLD NEIGHBORHOOD RDKINGSTONNY12401PUBLIC CHARITYBUILD WORLD-CLASS INNOVATION AND LIFE-CHANGING LEARNING-EXPERIENCES, CURRICULA AND PROGRAMS, THROUGH INITIATIVES WITH WHEATON COLLEGE$500,000
GLOUCESTER INSTITUTE INC
100 N 5TH STREETRICHMONDVA23219PUBLIC CHARITYGLOUCESTER INSTITUTE PROGRAMS AND RENOVATIONS$500,000
GOVERNMENT ACCOUNTABILITY INSTITUTE
2900 NORTHMONT DR FLTALLAHASSEEFL32303PUBLIC CHARITYINVESTIGATIONS INTO GOVERNMENT CORRUPTION AND DOCUMENTARY FILMMAKING TO EXPOSE CORRUPTIONTO NEW AUDIENCES$100,000
GREATER WASHINGTON COMMUNITY FOUNDATION FBO CAPITAL SPEAKERS CLUB
1325 G ST NW STE 480WASHINGTONDC20005PUBLIC CHARITYTOWARD THE HESTER B. PROVENSEN AND GENE C. MILLER SCHOLARSHIP FUND HOSTED BY THE CAPITAL SPEAKERS CLUB$5,000
HAZELDEN BETTY FORD FOUNDATION
15251 PLEASANT VALLEY ROADCENTER CITYMN55012PUBLIC CHARITYHAZELDEN BETTY FORD FOUNDATION CHILDREN'S PROGRAM$20,000
HERITAGE FOUNDATION
422 EAST FRANKLIN STREET SUITE 103RICHMONDVA23219PUBLIC CHARITYKATHRYN AND SHELBY CULLOM DAVIS INSTITUTE FOR NATIONAL SECURITY AND FOREIGN POLICY$500,000
HERITAGE FOUNDATION
422 EAST FRANKLIN STREET SUITE 103RICHMONDVA23219PUBLIC CHARITYFOR THE EDWIN J. FEULNER CENTER$1,000,000
HERITAGE FOUNDATION
422 EAST FRANKLIN STREET SUITE 103RICHMONDVA23219PUBLIC CHARITYTHE SCHOOL SAFETY IMITATIVE$1,000,000
HEROES HELPING HEROES
3815 NORTHSHORE BLVD NETACOMAWA98422PUBLIC CHARITY$10,000 IS FOR PROFESSIONAL DEVELOPMENT AND $15,000 IS FOR THE H3 YOUTH DEVELOPMENT SYSTEM PROGRAM IN BALTIMORE$25,000
HUMAN RIGHTS FOUNDATION
350 FIFTH AVENUE SUITE 4515NEW YORKNY10118PUBLIC CHARITYTO EXPAND HRFS ANTI-CORRUPTION INITIATIVE$100,000
INDEPENDENT WOMENS FORUM
1300 I ST NW SUITE 400EWASHINGTONDC20005PUBLIC CHARITYTO SUPPORT THE ADVANCEMENT OF WOMEN'S FREEDOMS AND OPPORTUNITIES$50,000
INSTITUTE FOR FAMILY STUDIES
PO BOX 7967CHARLOTTESVILLEVA22906PUBLIC CHARITY2019 HOME ECONOMICS PROJECT, WORLD FAMILY MAP PROJECT, SUCCESS SEQUENCE VIDEO INITIATIVE$20,000
INSTITUTE FOR HUMANE STUDIES
3434 WASHINGTON BLVD MS 1C5ARLINGTONVA22201PUBLIC CHARITYDIANA DAVIS SPENCER FOUNDATION DEBATE SERIES IN PARTNERSHIP WITH THE INTERCOLLEGIATE STUDIES INSTITUTE$50,000
INSTITUTE FOR JUSTICE
901 N GLEBE ROAD SUITE 900ARLINGTONVA22203PUBLIC CHARITYLEGAL DEFENSE FUND FOR GRASSROOTS ENTREPRENEURS AND PROPERTY OWNERS$100,000
INSTITUTE FOR RESPONSIBLE CITIZENSHIP INC
1227 25TH STREET NW 6TH FLOORWASHINGTONDC20037PUBLIC CHARITYTO SUPPORT THE FLAGSHIP PROGRAM IN WASHINGTON, DC$400,000
INTERCOLLEGIATE STUDIES INSTITUTE INC
3901 CENTERVILLE RDWILMINGTONDE19807PUBLIC CHARITYFOR THE 2020-2021 ACADEMIC DEBATE SERIES$150,000
INTERCOLLEGIATE STUDIES INSTITUTE INC
3901 CENTERVILLE RDWILMINGTONDE19807PUBLIC CHARITYDIANA DAVIS SPENCER FOUNDATION DEBATE SERIES$100,000
INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION
5614 CONNECTICUT AVE NW NO 341WASHINGTONDC20015PUBLIC CHARITYMULTIMEDIA PRODUCTION DIVISION OF THE INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION$150,000
ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN
PO BOX 227MOUNT DESERTME04660PUBLIC CHARITYPROGRAM INITIATIVES TO DRIVE IRW GROWTH, SUSTAINABILITY, AND INNOVATION$25,000
JACK KEMP FOUNDATION
1200 NEW HAMPSHIRE AVE NW STE 800WASHINGTONDC20036PUBLIC CHARITYTHE LONG TERM ECONOMIC IMPACT OF FEDERAL BUDGET DEFICITS ON THE ECONOMY AND THE ACTIVITIES OF GOVERNMENT$50,000
JACKSON LABORATORY
600 MAIN STREETBAR HARBORME04609PUBLIC CHARITYTO ESTABLISH A PERMANENT ENDOWMENT FOR THE DIANA DAVIS SPENCER FOUNDATION CHAIR FOR GLAUCOMA RESEARCH$750,000
JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA)
1101 14TH AVENUE NW SUITE 1110WASHINGTONDC20005PUBLIC CHARITY2019 ANNUAL AWARDS DINNER$15,000
JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA)
1101 14TH AVENUE NW SUITE 1110WASHINGTONDC20005PUBLIC CHARITYGENERAL SUPPORT AND PARTNERING WITH DMA$200,000
JOB CREATORS NETWORK FOUNDATION
15455 DALLAS PKWY STE 600ADDISONTX75001PUBLIC CHARITYFOR THE FIGHTING SOCIALISM EDUCATIONAL PROGRAM$150,000
JUBILEE JOBS INC
2712 ONTARIO ROAD NWWASHINGTONDC20009PUBLIC CHARITYJOB PREPARATION, JOB PLACEMENT AND JOB RETENTION SERVICES FOR MEN AND WOMEN WITH BARRIERS TO EMPLOYMENT$25,000
JUDICIAL WATCH INC
425 THIRD ST SW STE 800WASHINGTONDC20024PUBLIC CHARITYSUPPORT LITIGATION AND PUBLIC OUTREACH$150,000
LAND CONSERVATION ASSISTANCE NETWORK
74 LUNT ROAD 302FALMOUTHME04105PUBLIC CHARITYSUPPORT AND FACILITATE CONSERVATION RESOURCES ON PRIVATE LANDS$50,000
LAW ENFORCEMENT LEGAL DEFENSE FUND
1428 DUKE STREETALEXANDRIAVA22314PUBLIC CHARITYEDUCATION PROGRAMS SUPPORTING POLICE AND LAW ENFORCEMENT$200,000
LAWYERS DEMOCRACY FUND
56295 LITTLE MONITEAU ROADCALIFORNIAMO65018501(C)(4)LAWYERS DEMOCRACY FUND ELECTION INTEGRITY EDUCATION PROJECT$200,000
LEADERSHIP INSTITUTE
1101 NORTH HIGHLAND STREETARLINGTONVA22201PUBLIC CHARITYNORMANDY PROJECT: CONSERVATIVES LIBERATING COLLEGE CAMPUSES$50,000
LIFEFLIGHT FOUNDATION
PO BOX 899CAMDENME04843PUBLIC CHARITYREPLACEMENT OF MEDICAL HELICOPTERS$75,000
LINCOLN NETWORK INC
1742 BRADDOCK COURTSAN JOSECA95125PUBLIC CHARITYUNITING TECHNOLOGY AND POLICY PROJECT IN PURSUIT OF FREEDOM$50,000
LUCY BURNS INSTITUTE DBA BALLOTPEDIA
8383 GREENWAY BLVD STE 600MIDDLETONWI53562PUBLIC CHARITYFOR GENERAL SUPPORT AND THE ELECTION INTEGRITY CONTENT PROJECT$50,000
MAINE SEACOAST MISSION
127 WEST STREETBAR HARBORME04609PUBLIC CHARITYFOR THE EDGE AND CARE FUND$100,000
MAINE SEACOAST MISSION
127 WEST STREETBAR HARBORME04609PUBLIC CHARITYTOWARD THE EDGE PROGRAM ($50K) AND RENOVATION OF THE SUNBEAM BOAT ($50K)$100,000
MAPLEBROOK SCHOOL INC
5142 ROUTE 22AMENIANY12501PUBLIC CHARITYTO SUPPORT YOUR ALUMNI REUNION PROGRAMS, THE ALUMNI ASSOCIATION SCHOLARSHIP FUND FOR REUNION SCHOLARSHIPS, AND ROOM FANS$50,000
MARYLAND PUBLIC POLICY INSTITUTE
ONE RESEARCH COURT SUITE 450ROCKVILLEMD20850PUBLIC CHARITYCENTER FOR BUSINESS AND ECONOMIC COMPETITIVENESS$50,000
MARYLAND PUBLIC POLICY INSTITUTE
ONE RESEARCH COURT SUITE 450ROCKVILLEMD20850PUBLIC CHARITYFOR THE PROJECT 2023$100,000
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540BOSTONMA02114PUBLIC CHARITYTOWARD ENDOWING THE LESLIE MYER AND LEWIS BALL HOLMES CHAIR IN GENETICS AND TERATOLOGY$100,000
MASSART FOUNDATION
621 HUNTINGTON AVENUEBOSTONMA02115PUBLIC CHARITYTOWARD THE SCHOLARSHIPS PROGRAM, GIVEN IN MEMORY OF TERRY K. ALBRIGHT$1,000
MASTERS SCHOOL
49 CLINTON AVENUEDOBBS FERRYNY10522PUBLIC CHARITYTOWARDS THE ANNUAL FUND$75,000
MEDIA RESEARCH CENTER INC
1900 CAMPUS COMMONS DRIVE 600RESTONVA20191PUBLIC CHARITYGENERAL OPERATING SUPPORT$800,000
MERCATUS CENTER INC
3434 WASHINGTON BOULEVARD 4TH FLOORARLINGTONVA22201PUBLIC CHARITYFEDERAL REGULATORY PROGRAM, ROLLING BACK THE REGULATORY STATE$50,000
MIDDLE EAST CHILDREN'S INSTITUTE INC
55 BROOKVILLE ROAD SUITE 100GLEN HEADNY11545PUBLIC CHARITYCHILDREN AND WOMEN IN CRISIS INITIATIVE$50,000
MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC
1819 L STREET NW SUITE 500 FIFTHWASHINGTONDC20036PUBLIC CHARITYMEMRI RUSSIA MEDIA STUDIES PROJECT$400,000FLOOR
MINDING OUR BUSINESS INC
349 WEST STATE STREETTRENTONNJ08618PUBLIC CHARITYTHE SUMMER ENTREPRENEURSHIP AND ACADEMIC ENRICHMENT CAMP PROGRAM$10,000
MONTGOMERY COUNTY POLICE DEPARTMENT
9710 GREAT SENECA HWYROCKVILLEMD20850PUBLIC CHARITYCRIME PREVENTION, TRAFFIC IMPROVEMENT, AND PUBLIC OUTREACH FOR THE MONTGOMERY COUNTY POLICE DEPARTMENT'S 2ND POLICE DISTRICT - BETHESDA$70,000
MOUNT DESERT FESTIVAL OF CHAMBER MUSIC INC
PO BOX 87MOUNT DESERTME04460PUBLIC CHARITYTO PAY FOR HOUSING THE MUSICIANS FOR THE FIVE CONCERTS AND PROVIDING THE POST- CONCERT RECEPTION FOR THE MUSICIANS$15,000
MOVING PICTURE INSTITUTE
375 GREENWICH STNEW YORKNY10013PUBLIC CHARITYMISS VIRGINIA FILM PROJECT$250,000
MOVING PICTURE INSTITUTE
375 GREENWICH STNEW YORKNY10013PUBLIC CHARITYTO SUPPORT COMMUNITY SCREENINGS OF HIGH IMPACT FILMS$50,000
MT DESERT ISLAND HOSPITAL
PO BOX 8BAR HARBORME04609PUBLIC CHARITYTO SUPPORT THE MAINE TRACK PROGRAM, THE MUSIC THERAPY PROGRAM, CONTINUING EDUCATION PROFESSIONAL GROWTH, AND EMERGENCY ROOM NEEDS$250,000
MYSA SCHOOL
8011 WOODMONT AVEBETHESDAMD20814PUBLIC CHARITYGENERAL OPERATING SUPPORT, RELOCATION, AND ENHANCEMENT OF PROGRAMS OF THE SCHOOL$1,400,000
NATIONAL ASSOCIATION OF SCHOLARS
8 W 38TH STREET SUITE 503NEW YORKNY10018PUBLIC CHARITYSTUDYING CHANNELS OF INFLUENCE AND THE CHINESE GOVERNMENT'S INVESTMENT IN US EDUCATION$75,000
NATIONAL FATHERHOOD INITIATIVE
20410 OBSERVATION DRIVE SUITE 107GERMANTOWNMD20876PUBLIC CHARITYCONTINUE TO BUILD CAPACITY OF DIRECT SERVICE PROVIDERS, ACCORDING TO THE GRANT APPLICATION$25,000
NATIONAL HISTORY DAY
4511 KNOX ROAD SUITE 205COLLEGE PARKMD20740PUBLIC CHARITYFOR THE NATIONAL HISTORY DAY TEACHER TRAINING PROGRAM FOR 50 DC PUBLIC CHARTER SCHOOLS$100,000
NATIONAL PARK TRUST
401 EAST JEFFERSON STREET SUITE 207ROCKVILLEMD20850PUBLIC CHARITYFOR THE CAMPING PROGRAM (BUDDY BISON GETS WASHINGTON AND DC KIDS)$110,000
NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC
8001 BRADDOCK ROADSPRINGFIELDVA22151PUBLIC CHARITYSTRATEGIC LITIGATION TO DEFEND AND EXPAND WORKER FREEDOM PROJECT$75,000
NEIGHBORHOOD HOUSE CLUB
PO BOX 332NORTHEAST HARBORME04662PUBLIC CHARITYFOR PROGRAMS, BALCONY RENOVATION, FIRE ALARM SYSTEM, AND AIR CONDITIONING SYSTEM FOR THE AMOUNT OF $160,000. ON 5/14/2019 THE ORGANIZATION RETURN A CHECK FOR THE AMOUNT OF $102,905 FROM THE GRANT AGREEMENT AMENDMENT MARCH 25, 2019$57,095
NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOORNEW YORKNY10005PUBLIC CHARITYCEO COMPENSATION AND RELATED EXPENSES$200,000
NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOORNEW YORKNY10005PUBLIC CHARITYMARKETING GRANT - SEE AGREEMENT FOR DETAILS. ONLY TO BE PAID UPON SATISFACTION OF SECTION 3.2.$750,000
NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOORNEW YORKNY10005PUBLIC CHARITYMARKETING GRANT - SEE AGREEMENT FOR DETAILS. ONLY TO BE PAID UPON SATISFACTION OF SECTION 3.2.$750,000
NETWORK OF ENLIGHTENED WOMEN INC
1513 16TH STREET NWWASHINGTONDC20036PUBLIC CHARITYFOR RECRUITING AND TRAINING CONSERVATIVE WOMEN LEADERS$80,000
NETWORK OF ENLIGHTENED WOMEN INC
1513 16TH STREET NWWASHINGTONDC20036PUBLIC CHARITYSPEAKING OUT FOR CONSERVATISM: EDUCATING AND TRAINING THE NEXT GENERATION OF CONSERVATIVE WOMEN LEADERS$50,000
NFTE NEW HAVEN CORPORATION
115 WATER STREETNEW HAVENCT06510PUBLIC CHARITYNFTE NEW HAVEN YOUTH ENTREPRENEURSHIP PROGRAM$35,000
NORTHEAST HARBOR LIBRARY
1 JOY RDNORTHEAST HARBORME04662PUBLIC CHARITYTHE GRANT FUNDS ARE TO BE DIVIDED $20,000 FOR OPERATIONS AND $30,000 FOR THE LIBRARY SCHOLARSHIP PROGRAM.$50,000
NORTHEAST HARBOR LIBRARY
1 JOY RDNORTHEAST HARBORME04662PUBLIC CHARITY$20,000 TO BE ALLOCATED FOR THE SCHOLARSHIP PROGRAM AND $10,000 FOR STAFF AND ENERGY COSTS, BOOKS, AUDIO-VISUAL, MUSICAL AND MUSEUM EXPENSES$30,000
NUMBERSUSA EDUCATION & RESEARCH FOUNDATION
1601 NORTH KENT STREET 1100ARLINGTONVA22209PUBLIC CHARITYLEAP 2.0 PROGRAM$100,000
OPERATION OPPORTUNITY FOUNDATION AKA THE WARRIOR SCHOLAR PROJECT
1012 14TH ST NW SUITE 1200WASHINGTONDC20005PUBLIC CHARITYACADEMIC BOOT CAMP AND WORKSHOPS$200,000
OPPORTUNITY INTERNATIONAL
2122 YORK ROAD SUITE 150OAK BROOKIL60523PUBLIC CHARITYTOWARD EXPANDING ECONOMIC AND EDUCATIONAL OPPORTUNITIES FOR COLOMBIAN ENTREPRENEURS PROJECT, AND IN HONOR OF DANIEL HAUGHTON FOR HIS HARD WORK AND EXEMPLARY EFFORTS TO PROMOTE GLOBAL INITIATIVES$100,000
PACIFIC LEGAL FOUNDATION
930 G STREETSACRAMENTOCA95814PUBLIC CHARITYTO SUPPORT THE PLF50 PLAN TO EXPAND THE NATIONAL LITIGATION PROGRAM$10,000
PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
ONE EMBARCADERO CENTER SUITE 350SAN FRANCISCOCA94111PUBLIC CHARITYCENTER FOR HEALTH CARE COMMUNICATIONS STRATEGY 2019$10,000
PARTNERS HEALTHCARE SYSTEM INC AKA SPAULDING REHABILITATION HOSPITAL
800 BOYLSTON STREET STE 1150BOSTONMA02199PUBLIC CHARITYJOHN MEANS SPENCER CAREGIVER AWARD AND THE NURSING PROFESSIONAL DEVELOPMENT PROGRAM. THE GRANT PROGRAM SHALL PROVIDE FOUR TOP CAREGIVER AWARDS AT $5,000 EACH, AND MULTIPLE RUNNER UP AWARDS FOR $200 EACH.$100,000
PENFAULKNER FOUNDATION
201 EAST CAPITOL ST SEWASHINGTONDC20003PUBLIC CHARITYTOWARD THE WRITERS IN SCHOOLS PROGRAM$25,000
PENFAULKNER FOUNDATION
201 EAST CAPITOL ST SEWASHINGTONDC20003PUBLIC CHARITYTOWARD PEN/FAULKNER PROGRAMS IN SCHOOLS$5,000
PENTAGON MEMORIAL FUND
1111 PENNSYLVANIA AVENUE NWWASHINGTONDC20004PUBLIC CHARITYYOUNG VISITORS EDUCATION RING$625,000
PHILANTHROPY ROUNDTABLE
1120 20TH STREET SUITE 550WASHINGTONDC20036PUBLIC CHARITYALLIANCE FOR CHARITABLE REFORM$150,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403PUBLIC CHARITYPRAGERU'S "THE WEST'S SUCCESS" VIDEO SERIES$100,000
PRAGUE SECURITY STUDIES INSTITUTE WASHINGTON
1002 WISCONSIN AVE NWWASHINGTONDC20007PUBLIC CHARITYFOR THE CHINA/RUSSIA CAPITAL MARKETS TRANSPARENCY INITIATIVE PROGRAM$180,000
PRAGUE SECURITY STUDIES INSTITUTE WASHINGTON
1002 WISCONSIN AVE NWWASHINGTONDC20007PUBLIC CHARITYFOR THE ECONOMIC AND FINANCIAL STATECRAFT PROGRAM$75,000
PUBLIC INTEREST LEGAL FOUNDATION INC
32 E WASHINGTON ST STE 1675INDIANAPOLISIN46204PUBLIC CHARITYFOR ELECTION INTEGRITY PROGRAMS$100,000
REACH EDUCATION INC
729 8TH STREET SE 200WASHINGTONDC20003PUBLIC CHARITYAFTER-SCHOOL TUTORING: GROWING TOGETHER THROUGH READING$20,000
REAL CLEAR FOUNDATION
666 DUNDEE ROAD BUILDING 600NORTHBROOKIL60062PUBLIC CHARITYTHE AMERICAN IDENTITY PROJECT$200,000
RICE UNIVERSITY
PO BOX 1892HOUSTONTX77251PUBLIC CHARITYTO SUPPORT THE RICE ALL STARS PROGRAM$1,000
RISING TIDE CAPITAL
334 MARTIN LUTHER KING DRIVEJERSEY CITYNJ07305PUBLIC CHARITYFOR THE ATLAS PROGRAM BOOKS AND VIDEOS UNDER THE SUPERVISION OF STEVE MARRIOTTI$1,000,000
SHALEM FOUNDATION
845 THIRD AVENUE SIXTH FLOORNEW YORKNY10022PUBLIC CHARITYTO SUPPORT ALL RELATED OPERATING COSTS FOR THE PROGRAM IN MODERN MIDDLE EASTERN STUDIES AT SHALEM COLLEGE$75,000
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO RD NWWASHINGTONDC20016PUBLIC CHARITYTO SUPPORT THE SIBLEY CENTER FOR GYNECOLOGIC ONCOLOGY & ADVANCED PELVIC SURGERY PROGRAM AT SIBLEY IN HONOR OF DR. JEFFREY LIN$50,000
SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY
1300 CONSTITUTION AVE NW MRC 619WASHINGTONDC20560PUBLIC CHARITYAMERICAN DEMOCRACY: A GREAT LEAP OF FAITH$250,000
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 89367TAMPAFL33689PUBLIC CHARITYDIANA DAVIS SPENCER ENDOWED SCHOLARSHIP FUND$150,000
ST JAMES SCHOOL
3217 WEST CLEARFIELD STREETPHILADELPHIAPA19132PUBLIC CHARITYSTRICTLY TO BE USED FOR THE GAP FUND$15,000
STATE POLICY NETWORK
165 N FORT MYER DRIVE SUITE 360ARLINGTONVA22203PUBLIC CHARITYFOR TRAINING PROGRAMS FOR STUDENTS AND YOUNG PROFESSIONALS$100,000
SUBURBAN HOSPITAL FOUNDATION INC
8600 OLD GEORGETOWN ROADBETHESDAMD20814PUBLIC CHARITYTOWARDS NURSE RESIDENCY PROGRAM$75,000
SUMMER SEARCH
101 HOWARD STREET STE 250SAN FRANCISCOCA94105PUBLIC CHARITYEXPERIENTIAL OPPORTUNITIES TO THRIVE: A COLLABORATION WITH ROXBOROUGH HIGH AND NFTE$40,000
TENACITY INC
38 EVERETT ST LOWER LEVELBOSTONMA02134PUBLIC CHARITYPATHWAY TO POST-SECONDARY SUCCESS PROGRAM$25,000
TENEO INC
2605 W 8TH STREET C/O EVAN BAEHRAUSTINTX78703PUBLIC CHARITYFOR GENERAL SUPPORT OF ORGANIZATION'S MISSION$10,000
TENEO INC
2605 W 8TH STREET C/O EVAN BAEHRAUSTINTX78703PUBLIC CHARITYDEVELOPMENT AND LAUNCH OF DARING LABS$200,000
TEXAS PUBLIC POLICY FOUNDATION
901 CONGRESS AVENUEAUSTINTX78701PUBLIC CHARITYFOR ELECTION INTEGRITY PROGRAMS$100,000
THE GLOBAL GOOD FUND
3066 HOBBS ROADGLENWOODMD21738PUBLIC CHARITYFOR THE VETERAN ENTREPRENEURS FELLOWSHIP PROGRAM$50,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129PUBLIC CHARITYIN FULFILLMENT OF OUR AGREEMENT DATED 09.19.2019$100,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129PUBLIC CHARITYIN FULFILLMENT OF OUR AGREEMENT DATED 12.3.2018$350,000
TURNING POINT USA
27 1/2 ILLINOIS STLEMONTIL60439PUBLIC CHARITYTO SUPPORT THE NATIONAL EVENTS AND CONFERENCES EXPANSION PLAN$325,000
UNITED SERVICE ORGANIZATION INC
2111 WILSON BOULEVARD SUITE 1200ARLINGTONVA22201PUBLIC CHARITYUSO "TIP OF THE SPEAR" ACTIVITIES AND OPERATIONS PROJECT$75,000
UNIVERSITY OF MAINE SENATOR GEORGE J MITCHELL CENTER FOR SUSTAINABILITY SO
5710 NORMAN SMITH HALLORONOME04469PUBLIC CHARITYFOR PROGRAMS STRENGTHENING THE COASTAL ECONOMY$50,000
US FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS
701 PENNSYLVANIA AVE NW 123WASHINGTONDC20004PUBLIC CHARITYTO INSTALL A NATIONAL WORLD WAR I MEMORIAL IN WASHINGTON, DC $1,000,000 OVER FOUR YEARS$250,000
US HOLOCAUST MEMORIAL COUNCIL
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024PUBLIC CHARITYTHIS IS A GIFT TO CELEBRATE JOE BRODECKI'S PARENTS WHO ARE HOLOCAUST SURVIVORS$5,000
VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC
300 NEW JERSEY AVENUE NW SUITE 900WASHINGTONDC20001PUBLIC CHARITYTOWARDS THE MARXISM IN AMERICA PROGRAM$350,000
VIRGINIA INSTITUTE FOR PUBLIC POLICY
282 BALD ROCK ROADVERONAVA24482PUBLIC CHARITYFOR ELECTION INTEGRITY PROGRAMS$60,000
WASHINGTON TENNIS & EDUCATION FOUNDATION INC
16TH KENNEDY STS NWWASHINGTONDC20011PUBLIC CHARITYSUPPORT WTEF'S 70 FULL AND PART-TIME TEACHERS, TUTORS, ADMINISTRATORS, AND COACHES. THIS GRANT IS MADE IN HONOR OF ALBERT "ALLIE" RITZENBERG.$75,000
WHITE HOUSE HISTORICAL ASSOCIATION NATIONAL COUNCIL
1610 H STREET NWWASHINGTONDC20006PUBLIC CHARITYTOWARD 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 NWWASHINGTONDC20004PUBLIC CHARITY2019 WOODROW WILSON AWARDS DINNER$3,000
YEAR UP INC
45 MILK STREET 9TH FLOORBOSTONMA02109PUBLIC CHARITYYEAR UP'S RECRUITMENT AND MENTORING PARTNERSHIP WITH NFTE$50,000
YOUNG LEADER'S ALUMNI COUNCIL
271 MADISON AVENUE SUITE 1403NEW YORKNY10016PUBLIC CHARITY$65,000 FOR COMPENSATION OF THE DIRECTOR OF ALUMNI RELATIONS; $20,000 TO COVER TRAVEL EXPENSES OF THE DIRECTOR OF ALUMNI RELATIONS; $30,000 FOR THREE NEW EVENTS HOSTED BY THE NEWLY CREATED YOUNG LEADER CHAPTER; $15,000 FOR THE GALLATIN FORUM SERIES. THE REMAINING $20,000 IS TO BE USED FOR GENERAL OPERATIONS$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,889,095TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEST FRIENDS FOUNDATION
5335 WISCONSIN AVENUE NW SUITE 440WASHINGTONDC20015PUBLIC CHARITYFOR THE KINDNESS IS COOLER PROGRAM AND STOP THE SILENCE, PREVENT THE VIOLENCE: BULLYING, VIOLENCE, AND SUBSTANCE ABUSE PREVENTION PROGRAM (MATCHING GRANT)$50,000
DAILY CALLER NEWS FOUNDATION
1920 L ST NW STE 205WASHINGTONDC20036PUBLIC CHARITYDNCF'S NEWS GATHERING, JOURNALIST TRAINING AND CODE 3 REPORTING. FUNDS ARE TO BE USED FOR COOPERATIVE NEWS GATHERING PROGRAMS WITH LIBERTY NATION, A PROJECT OF ONE GENERATION AWAY.$100,000
NETWORK FOR TEACHING ENTREPRENEURSHIP
120 WALL STREET 18TH FLOORNEW YORKNY10005PUBLIC CHARITYCEO COMPENSATION AND RELATED EXPENSES$175,000
RISING TIDE CAPITAL
334 MARTIN LUTHER KING DRIVEJERSEY CITYNJ07305PUBLIC CHARITYFOR THE ATLAS PROGRAM BOOKS AND VIDEOS UNDER THE SUPERVISION OF STEVE MARRIOTTI$1,000,000
TEXAS A&M UNIVERSITY
2132 ALLEN BUILDING 4220 TAMUCOLLEGE STATIONTX77843PUBLIC CHARITYSUPPORT FOR THE BUSH SCHOOL'S DEVELOPMENT OF A NEW WASHINGTON DC$2,000,000
US FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS
701 PENNSYLVANIA AVE NW 123WASHINGTONDC20004PUBLIC CHARITYTO INSTALL A NATIONAL WORLD WAR I MEMORIAL IN WASHINGTON, DC$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,575,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$153,002ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,386,841ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,005,918ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,545,761ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,545,761TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$310,826Amt
Net Investment Income$163,634NetInvestmentIncomeAmt
Disbursements Charitable Prps$163,634DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWYERS DEMOCRACY FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line156295 LITTLE MONITEAU ROADAddressLine1Txt
CityCALIFORNIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65018ZIPCd
FieldValueIRS element (for citing)
Grant2019-01-04GrantDt
Grant$200,000GrantAmt
Purpose Of GrantTHE GRANT IS TO FUND LDF EDUCATIONAL INITIATIVES, POLICY RESEARCH ACTIVITIES AND PUBLIC INTEREST LITIGATION EFFORTS WITH RESPECT TO THE VITAL ISSUES OF ELECTORAL SYSTEM INTEGRITY THROUGHOUT THE UNITED STATES.PurposeOfGrantTxt
Expended By Grantee$200,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee2019 FINANCIALS REPORTDatesOfReportsByGranteeTxt
Verification2019-12-31VerificationDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME (VANGUARD LONG-TERM CORP BOND)$46,726,960$46,726,960
FIXED INCOME (VANGUARD INTERMEDIATE TERM BOND ETF)$124,375,720$124,375,720
FIXED INCOME (VANGUARD TOTAL BOND MARKET ETF)$134,855,266$134,855,266

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS- MATERIALS$1,282,696$1,282,696
COMMON STOCKS - REAL ESTATE$554,326$554,326
DOMESTIC EQUITY$94,111,810$94,111,810
COMMON STOCKS- REAL ESTATE INVESTMENT TRUSTS$4,647,934$4,647,934
COMMON STOCKS- DOMESTIC$112,682,480$112,682,480
COMMON STOCKS- UTILITIES$261,775$261,775
COMMON STOCKS- FOREIGN$17,278,875$17,278,875
COMMON STOCKS- HEALTH CARE$6,733,316$6,733,316
COMMON STOCKS- FINANCIALS$5,926,996$5,926,996
COMMON STOCKS- ENERGY$1,599,087$1,599,087
COMMON STOCKS- CONSUMER STAPLES$648,499$648,499
COMMON STOCKS- CONSUMER DISCRETIONARY$4,052,201$4,052,201
COMMON STOCKS- INDUSTRIALS$3,533,161$3,533,161
COMMON STOCKS- COMMUNICATION SERVICES$3,490,872$3,490,872
COMMON STOCKS- INFORMATION TECHNOLOGY$10,386,293$10,386,293

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$228,593,581USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$228,593,581USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HEDGED FUND - MILLENNIUM INTERNATIONAL, LTDFMV$6,194,928$6,194,928
OAKTREE OPPORTUNITIES FUND XBFMV$1,688,902$1,688,902
HEDGED FUND - ACL ALTERNATIVE FUND DEPRECIATION DEPOSITFMV$1,967,384$1,967,384
HEDGED FUND - MILLENNIUM INTERNATIONAL, LTDFMV$65,867,238$65,867,238
PRIVATE ADVISORS SMALL COMPANY PEF VIIFMV$3,107,258$3,107,258
HEDGED FUND - POINTER OFFSHORE LTDFMV$89,760,084$89,760,084
HEDGED FUND - WMQS GLOBAL EQUITY OFFSHORE CI F-2FMV$39,281,912$39,281,912
OAKTREE OPPORTUNITIES FUND XFMV$2,826,300$2,826,300
HEDGED FUND - GRAHAM ABSOLUTE RETURNFMV$57,661,495$57,661,495
MISCELLANEOUS (WISHBONE STRATA LP)FMV$433,123$433,123
HEDGED EQUITY FUND - ACL ALTERNATIVE FUND SAC LIMITEDFMV$76,506,718$76,506,718
GROWTH CAPITAL (PINEBROOK CAPITAL - CAYMAN)FMV$314,394$314,394
GROWTH CAPITAL (PINEBROOK CAPITAL)FMV$254,110$254,110
PRIVATE EQUITY FUND (LANDMARK INVESTORS)FMV$42,456$42,456
PRIVATE EQUITY FUND (ENERGY CAPITAL INVESTORS)FMV$21,156$21,156
ATLAS POINT OPPORTUNITY FUND LLCFMV$239,933$239,933
PRIVATE EQUITY FUND (EXCEL VENTURE FUND II)FMV$225,281$225,281
PRIVATE EQUITY FUND (WLR RECOVERY V INVESTORS)FMV$267,026$267,026
HEDGED FUND - AHL (CAYMEN) SPC CI A1 EVOLUTIONFMV$42,286,002$42,286,002
BLACKSTONE TACTICAL OPPORTUNITIES FUND IIFMV$6,168,839$6,168,839
SCS SPECIAL SITUATIONS FUND A-2 SERIES 0515FMV$1,546,731$1,546,731
DEBT (ATLAS POINT PRIVATE CREDIT OPPORTUNITY)FMV$225,692$225,692
HEDGED FUND - ELLIOT COFMV$6,713,840$6,713,840

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUIPMENT$364,338$159,581$204,757$204,757
COMPUTER SOFTWARE$479,400$146,483$332,917$332,917
LEASEHOLD IMPROVEMENT$1,304,321$275,220$1,029,101$1,029,101

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$909,210LegalFeesAmt
Net Investment Income$90,921NetInvestmentIncomeAmt
Disbursements Charitable Prps$793,698DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITSDesc
BOY Book Value$4,903BOYBookValueAmt
EOY Book Value$4,903EOYBookValueAmt
EOYFMV$4,903EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$93,587$0$100,001
OFFICE SUPPLIES$43,618$0$43,223
POSTAGE & DELIVERY$4,879$0$4,879
TELEPHONE & FAX$10,818$0$9,686
SUBSCRIPTIONS & MEMBERSHIPS$6,378$0$6,378
EQUIPMENT RENTAL & MAINTENANCE$26,544$0$28,044
OTHER FEES$2,339$0$2,339
PARTNERSHIP EXPENSES$0$2,372,968$0
BANK FEES$2,537$2,537$0
AMORTIZATION$120,433$0$0
GRANT REFUNDED-$200,000$0-$200,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP ORDINARY INCOME-$82,964
PARTNERSHIP ROYALTIES$17,797
PARTNERSHIP OTHER INCOME$471,557
PARTNERSHIP RENTAL INCOME$9,550

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$119,024,413Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED RENT$49,649$64,883
DEFERRED LEASEHOLD INCENTIVE$211,618$184,888
DEFERRED TAX LIABILITY$0$2,205,532

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$71,710$43,026$28,684
RETIREMENT MANAGEMENT$10,062$0$11,633
INVESTMENT FEES - ATLANTIC TRUST$138,445$157,237$0
INVESTMENT FEES - FSTC$2,642,899$2,642,899$0
CONSULTING - MANAGEMENT$346,000$288,442$20,100
CONSULTING-COMPUTER SUPPORT$147,200$0$66,337
CONSULTING - PUBLICATIONS/WRITING$850$0$570

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$126,578$62,974$62,974
WORKERS COMP PREMIUMS$5,559$4,203$4,203
FOREIGN TAXES$0$0$0
FEDERAL INCOME TAXES$5,000$0$0
EXCISE TAX$2,800,821$0$0