DIANA DAVIS SPENCER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DIANA DAVIS SPENCER FOUNDATION (EIN 20-3672969)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349104390
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T16:04:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203672969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA DAVIS SPENCER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIAN | BusinessNameControlTxt |
| Phone | 3019614000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 118 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABBY SPENCER MOFFAT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3019614000 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA SCHWEITZER CPA | PreparerPersonNm |
| PTIN | P01760010 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,346,829,486 | 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 | $113,495 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113,495 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,387,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,423,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,488,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $334,074,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,773,137 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,318 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $195,044 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,994,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,505,506 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,113,414 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,513,165 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,513,165 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,121,597 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $539,465 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $539,465 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,061,228 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $536,288 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $536,288 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,015 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $184,221 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $408,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $204,801 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $204,801 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,371,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,965,915 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $387,497 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $9 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,668,586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94,973 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $94,973 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,610 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $210,512 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $197,976 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $195,371 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $190,644 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,129 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,129 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,631,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,321,158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $221,468 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,909,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,185,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,079,636 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,296,252 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,174,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,205,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,185,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,253,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,210,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,319,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $179,496,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,805,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,805,457 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,100,802 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,100,802 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,100,802 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,177,731 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,105,034 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,105,034 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $176,678,066 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $78,614,381 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $78,614,381 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $56,029,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,454,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,454,668 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $264,142,785 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,677,031 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $256,677,031 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $668,439,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $743,867,598 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $743,867,598 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,175,093 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,814,196 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $519,438 | LandBOYAmt |
| Land EOY | $360,897 | LandEOYAmt |
| Land EOYFMV | $360,897 | LandEOYFMVAmt |
| Other Assets BOY | $857,471 | OtherAssetsBOYAmt |
| Other Assets EOY | $843,618 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $843,618 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,347,340,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,346,829,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,346,829,486 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $955,511 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,024,973 | AccountsPayableEOYAmt |
| Grants Payable BOY | $94,172,392 | GrantsPayableBOYAmt |
| Grants Payable EOY | $80,649,522 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,262,253 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,934,759 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $98,390,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,609,254 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,248,950,680 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,261,220,232 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,248,950,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,220,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,347,340,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,346,829,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,248,950,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,210,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,479,812 | OtherIncreasesAmt |
| Subtotal | $1,261,220,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,220,232 | 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 | $6,275,743 | $4,442,139 | $1,833,604 | $1,833,604 | |
| PUBLICLY TRADED SECURITIES | $316,513,621 | $301,858,799 | $14,654,822 | $14,654,822 | |
| PARTNERSHIP ST CAPITAL GAIN | $6,065,076 | $6,065,076 | $6,065,076 | P | |
| PARTNERSHIP LT CAPITAL GAIN | $5,127,146 | $5,127,146 | $5,127,146 | P | |
| PARTNERSHIP 1231 GAIN | $92,489 | $92,489 | $92,489 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,773,137 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $671,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $671,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $671,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,383,247 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,383,247 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $711,603 | OverpaymentAmt |
| Applied To ES Tax | $711,603 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DDSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLE FEATHERSTONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019614000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 118 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANA DAVIS SPENCER | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | EXECUTIVE CHAIRMAN | 40.00 | $776,545 | $78,246 | $0 |
| ABBY SPENCER MOFFAT | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CEO & PRESIDENT | 40.00 | $832,604 | $119,780 | $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 | $643,613 | $230,169 | $0 |
| CHRISTOPHER BURN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | CHIEF INVESTMENT OFFICER | 40.00 | $894,228 | $144,266 | $0 |
| JOHN RICHARDSON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4.00 | $75,000 | $0 | $0 |
| RICHARD PAINTER | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4.00 | $100,000 | $0 | $0 |
| THOMAS SKILTON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | GENERAL COUNSEL AND SECRETARY | 40.00 | $687,546 | $150,184 | $0 |
| KIMBERLY LAMANNA | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SPENCER MOFFAT | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NICOLE K HALL | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR PROGRAM MANAG | 40.00 | $250,334 | $101,956 | $0 |
| MARY HAMILTON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | PROJECT MANAGER | 40.00 | $206,011 | $92,565 | $0 |
| YHEIZZI OWEN | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | GRANTS MANAGER | 40.00 | $190,929 | $81,119 | $0 |
| ELIZABETH SMIROLDO | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR RESEARCH ANAL | 40.00 | $194,400 | $64,699 | $0 |
| LEAH THOMPSON | ||||||||
| 3 BETHESDA METRO CENTER | BETHESDA | MD | 20814 | SENIOR EXEC. ASSISTA | 40.00 | $151,200 | $55,616 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY GRAYSTONE | |||||
| 12505 PARK POTOMAC AVENUE 420 | POTOMAC | MD | 20854 | INVESTMENT ADVISORY SERVICES | $1,182,772 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 6TH STREET SUITE 300 | MINNEAPOLIS | MN | 55402 | ACCOUNTING SERVICES | $373,295 |
| CIBC PRIVATE WEALTH | |||||
| 181 W MADISON STREET 36TH FLOOR | CHICAGO | IL | 60602 | INVESTMENT ADVISORY SERVICES | $271,989 |
| COLT STRATEGY CONSULTANT | |||||
| 1663 LAUREL ST | SARASOTA | FL | 34236 | BUSINESS CONSULTING SERVICES | $140,856 |
| RICHARD PAINTER | |||||
| 654 WENTWORTH AVENUE | MENDOTA HEIGHTS | MN | 55118 | ADVISORY SERVICES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,293,768,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,462,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,328,230,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,328,230,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,923,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,308,307,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,415,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,415,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $671,644 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $53,056 | IncomeTaxAmt |
| Total Tax | $724,700 | TotalTaxAmt |
| Distributable Before Adj | $64,690,658 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,318 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,695,976 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,695,976 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,253,636 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,253,636 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,695,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $17,449,101 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,199,952 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,649,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,253,636 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,695,976 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,557,660 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,206,713 | 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 | $46,206,713 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $17,449,101 | ExcessFromYear2Amt |
| Excess From Year1 | $10,199,952 | ExcessFromYear1Amt |
| Excess From Current Year | $18,557,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1789 FUND | ||||||||
| 6959 WILKINS LN | CHESTERTOWN | MD | 20620 | NONE | PC | TOCQUEVILLE CONVERSATIONS 2024 | $35,000 | |
| ACADIA REPERTORY THEATRE | ||||||||
| 1154 MAIN STREET | MOUNT DESERT | ME | 04660 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ACTON ACADEMY FOUNDATION | ||||||||
| 2422 K ST NW | WASHINGTON | DC | 20037 | NONE | PC | ENTREPRENEURSHIP AND GROWTH PROJECTS | $100,000 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||||
| 1730 M STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | RECLAIMING AMERICA'S HERITAGE OF FREE SPEECH IN HIGHER EDUCATION PROGRAM | $1,000,000 | |
| AMERICAN FARMLAND TRUST | ||||||||
| 2000 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | 5005 |
| AMERICAN FOREIGN POLICY COUNCIL | ||||||||
| 509 C STREET NE | WASHINGTON | DC | 20002 | NONE | PC | EDUCATIONAL PROGRAMMING AND RESEARCH | $225,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN PRIVATE RADIO | ||||||||
| 1723- B UNIVERSITY AVE SUITE 361 | OXFORD | MS | 38655 | NONE | PC | EDUCATIONAL PROGRAMMING | $600,000 | |
| AMERICAN STRATEGY GROUP (THE CLAREMONT STRATEGY GROUP INC) | ||||||||
| 937 W FOOTHILL BLVD SUITE C | CLAREMONT | CA | 91711 | NONE | PC | EDUCATIONAL PROGRAMMING | $600,000 | |
| AMERICAN SWISS FOUNDATION INC | ||||||||
| 730 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | STRENGTHENING OPERATIONS, EXISTING PROGRAMS, AND ACTIVATING THE ALUMNI NETWORK OF THE YOUNG LEADERS CONFERENCE | $500,000 | |
| AMERICANS VETERANS CENTER FBO AMERICAN STUDIES CENTER | ||||||||
| 1100 N GLEBE ROAD SUITE 910 | ARLINGTON | VA | 22201 | NONE | PC | VETERANS CONFERENCE AND YOUTH LEADERSHIP SUMMIT | $50,000 | |
| AMERICA'S FUTURE FOUNDATION | ||||||||
| 3434 WASHINGTON BLVD 1ST FLOOR | ARLINGTON | VA | 22201 | NONE | PC | TOWARDS THE CREATING YOUNG ADVOCATES FOR LIBERTY PROJECT | $200,000 | |
| ANNE ARUNDEL COUNTY PUBLIC SCHOOLS | ||||||||
| 1179 HAMMOND LANE | ODENTON | MD | 21113 | NONE | GOV | SCIENCE FIELDTRIPS AND FACULTY LUNCHEONS | $72,000 | |
| ARMY HISTORICAL FOUNDATION INC | ||||||||
| 1775 LIBERTY DRIVE STE 400 | FORT BELVOID | VA | 22060 | NONE | PC | MUSEUM CONSTRUCTION PROJECT CAPITAL CAMPAIGN | $125,000 | |
| ASIA AMERICA INITIATIVE LLC | ||||||||
| 1521 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | BUILDING RESILIENT COMMUNITIES: VISION, DUTY, AND PRACTICE PROJECT | $450,000 | |
| ASSOCIATION FOR DIPLOMATIC STUDIES AND TRAINING | ||||||||
| 4000 ARLINGTON BLVD | ARLINGTON | VA | 22204 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AUTISM SOCIETY OF TEXAS | ||||||||
| 300 E HIGHLAND MALL BLVD SUITE 205 | AUSTIN | TX | 78752 | NONE | PC | SENSORY KITS DISTRIBUTION | $10,000 | |
| BAR HARBOR FOOD PANTRY | ||||||||
| 36 MOUNT DESERT STREET | BAR HARBOR | ME | 04609 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| BECKET FUND | ||||||||
| 1919 PENNSYLVANIA AVENUE SUITE 400 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| BEST BUDDIES INTERNATIONAL INC | ||||||||
| 7956L TYSONS CORNER CENTER | TYSONS | VA | 22121 | NONE | PC | HOMECOMING: TWO PARTIES ONE PURPOSE GALA | $10,000 | |
| BEST FRIENDS FOUNDATION INC | ||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | NONE | PC | FALL PROGRAMMING AND GENERAL OPERATING SUPPORT | $325,000 | |
| BEST FRIENDS FOUNDATION INC | ||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | NONE | PF | SUMMER PROGRAMMING AND GENERAL OPERATING SUPPORT | $88,000 | |
| BETHESDA GREEN INC | ||||||||
| 4825 CORDELL AVE | BETHESDA | MD | 20814 | NONE | PC | INNOVATION AND INCUBATION PROJECTS | $170,000 | |
| BRADLEY IMPACT FUND | ||||||||
| 1400 N WATER STREET 300 | MILWAUKEE | WI | 53202 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $100,000 | |
| BULLIS SCHOOL | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | NONE | PC | FINANCIAL AID | $100,000 | |
| BULLIS SCHOOL | ||||||||
| 10601 FALLS ROAD | POTOMAC | MD | 20854 | NONE | PC | SCHOLARSHIPS AND TECHNOLOGY INVERSTMENTS | $1,000,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | SUSTAINED FOOD INSECURITY PROGRAMS | $150,000 | |
| CAPITAL CLUBHOUSE | ||||||||
| 1517 18TH STREET | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION | ||||||||
| 1625 EYE STREET NW 725 | WASHINGTON | DC | 20006 | NONE | PC | TOWARDS HEROES & HISTORY MAKERS CELEBRATION | $10,000 | |
| CARING FOR MILITARY FAMILIES THE ELIZABETH DOLE FOUNDATION | ||||||||
| 600 NEW HAMPSHIRE AVENUE NW STE | WASHINGTON | DC | 20037 | NONE | PC | TOWARDS HEROES & HISTORY MAKERS CELEBRATION | $1,000,000 | 1020 |
| CASE WESTERN RESERVE UNIVERSITY FRANCES PAYNE BOLTON SCHOOL OF NURSING | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | IMPROVING PRIMARY HEALTH CARE PROJECT | $300,000 | |
| CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES | ||||||||
| 1616 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | U.S. DEFENSE AND THE RISE OF CHINA PROJECT | $225,000 | |
| CERTELL INC | ||||||||
| 2201 E 46TH STREET SUITE 302 | INDIANAPOLIS | IN | 46205 | NONE | PC | EDUCATION PROGRAM | $200,000 | |
| CHAPEL HAVEN ENDOWMENT | ||||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | NONE | PC | STAFF INVESTMENT FUND | $500,000 | |
| CHAPEL HAVEN INC | ||||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | NONE | PC | FUND FOR STAFF SALARIES AND BENEFITS | $500,000 | |
| CHAPEL HAVEN INC | ||||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| CHAPEL HAVEN INC | ||||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | NONE | PC | STAFF SUPPORT FUND | $100,000 | |
| CITYDANCE PRODUCTIONS | ||||||||
| 4000 ALBERMARLE STREET NW SUITE 304 | WASHINGTON | DC | 20016 | NONE | PC | CELEBRATION GALA PERFORMANCE | $10,000 | |
| CONSTITUTING AMERICA | ||||||||
| 9382 MT VERNON CIRCLE | ALEXANDRIA | VA | 22309 | NONE | PC | PRESERVING LIBERTY THROUGH CONSTITUTIONAL EDUCATION PROJECT | $200,000 | |
| CULTURE WISE STUDIES INC | ||||||||
| 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| DAILY CALLER NEWS FOUNDATION | ||||||||
| 1775 EYE STREET NW SUITE 1150-291 | WASHINGTON | DC | 20006 | NONE | PC | 2024 ANNUAL AWARDS DINNER | $50,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $5,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $5,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $2,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $3,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $5,000,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | PC | DONOR ADVISED FUND CONTRIBUTION | $1,000,000 | |
| DOWNTOWN EVENING SOUP KITCHEN INC | ||||||||
| 311 TEMPLE STREET | NEW HAVEN | CT | 06511 | NONE | PC | FOOD PANTRY SUPPORT | $15,000 | |
| ECONOMIC SECURITY COUNCIL INC | ||||||||
| 4390 KING STREET 711 | ALEXANDRIA | VA | 22302 | NONE | PF | GENERAL OPERATING SUPPORT | $50,000 | |
| ENCOUNTER FOR CULTURE AND EDUCATION | ||||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | NONE | POF | ENCOUNTER BOOKS GALA | $10,000 | |
| ENOUGH IS ENOUGH | ||||||||
| 1378 CARPERS FARM WAY | VIENNA | VA | 22182 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ENOUGH IS ENOUGH | ||||||||
| 1378 CARPERS FARM WAY | VIENNA | VA | 22182 | NONE | PC | CAMPAIGNS AND INITIATIVES TO PROTECT KIDS ONLINE | $50,000 | |
| ENOUGH IS ENOUGH | ||||||||
| 1378 CARPERS FARM WAY | VIENNA | VA | 22182 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FORGE LEADERSHIP NETWORK | ||||||||
| 707 MIAMISBURG-CENTERVILLE RD | DAYTON | OH | 45459 | NONE | PC | REPLENISHING AND EXPANDING THE RANKS OF THE CONSERVATIVE MOVEMENT PROJECT | $200,000 | |
| FOUNDATION FIGHTING BLINDNESS INC | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | PC | RESEARCH AND CAREER DEVELOPMENT AWARD PROGRAM | $1,000,000 | 100 |
| FOUNDATION FOR CULTURAL REVIEW (NEW CRITERION) | ||||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | NONE | PC | VISITING CRITIC PROGRAM AND THE CIRCLE LECTURE SERIES | $30,000 | |
| FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC | ||||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PC | RENEW UNIVERSITIES FROM WITHIN PROJECT | $1,000,000 | |
| FRIENDS OF ISTITUTO BRUNO LEONI | ||||||||
| 1747 PENNSYLVANIA AVE NW 100 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PC | DEVELOPING COURAGEOUS LEADERS FOR LIBERTY PROJECT | $700,000 | |
| GLOUCESTER INSTITUTE | ||||||||
| 3201 LEADERSHIP DRIVE | GLOUCESTER | VA | 23061 | NONE | PC | URGENT MAINTENANCE FOR HISTORIC PROPERTY | $100,000 | |
| GLOUCESTER INSTITUTE | ||||||||
| 3201 LEADERSHIP DRIVE | GLOUCESTER | VA | 23061 | NONE | PC | PROGRAMS AND CAPACITY BUILDING | $600,000 | |
| GOVERNMENT ACCOUNTABILITY INSTITUTE | ||||||||
| 1414 PIEDMONT DRIVE EAST | TALLAHASSE | FL | 32308 | NONE | PC | EXPANDING RESEARCH AND MEDIA FOOTPRINT PROJECT | $200,000 | |
| HAZELDEN BETTY FORD FOUNDATION | ||||||||
| 15251 PLEASANT VALLEY ROAD PO BOX | CENTER CITY | MN | 55012 | NONE | PC | FAMILY AND CHILDREN'S PROGRAMS | $2,000,000 | 11 |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | EDUCATION AND RESEARCH | $5,000,000 | |
| HERO INC | ||||||||
| 117A PACKERLAND DRIVE | GREEN BAY | WI | 54303 | NONE | PC | VUNERABLE REFUGEE SUPPORT | $100,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | CONSTRUCTION OF THE GRADUATE SCHOOL OF CLASSICAL EDUCATION AND ENDOWMENT | $5,000,000 | |
| HUDSON INSTITUTE INC | ||||||||
| 1201 PENNSYLVANIA AVENUE FOURTH | WASHINGTON | DC | 20004 | NONE | PC | RESEARCH AND EDUCATION | $125,000 | FLOOR |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 4 WEEMS LANE SUITE 312 | WINCHESTER | VA | 22601 | NONE | PC | THE WINNING WOMEN PROGRAM | $2,500,000 | |
| INSTITUTE FOR RESPONSIBLE CITIZENSHIP | ||||||||
| 1227 25TH STREET NW SUITE 600 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| INSTITUTE FOR RESPONSIBLE CITIZENSHIP | ||||||||
| 1227 25TH STREET NW SUITE 600 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| INSTITUTE FOR THE STUDY OF WAR | ||||||||
| 1400 16TH STREET SUITE 515 | WASHINGTON | DC | 22044 | NONE | PC | EDUCATION PROGRAMS | $50,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | NONE | PC | CAMPUS CONFERENCE CENTER CONSTRUCTION SUPPORT | $1,000,000 | |
| INTERNATIONAL SPY MUSEUM | ||||||||
| 700 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | NONE | PC | YOUTH EDUCATION PROGRAMS, COMMUNITY INITIATIVES, AND THE ANALYST EXPERIENCE PROGRAM | $400,000 | |
| IRON STAR FOUNDATION CORP | ||||||||
| 134 SOMERSET ROAD | STEVENSVILLE | MD | 21666 | NONE | NC | GENERAL OPERATING SUPPORT | $750,000 | |
| ISLAND CONNECTIONS | ||||||||
| 93 COTTAGE STREET SUITE 101 | BAR HARBOR | ME | 04609 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ISLAND HOUSING TRUST | ||||||||
| 1366 STATE HIGHWAY 102 | BAR HARBOR | ME | 04609 | NONE | PC | HOUSING OPPORTUNITIES SUPPORT | $50,000 | |
| ISLAND READERS & WRITERS AN INITIATIVE FOR MAINE CHILDREN | ||||||||
| 246 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | ENHANCING VISIBILITY AND MISSION IMPACT PROJECT | $50,000 | |
| JACK KEMP FOUNDATION | ||||||||
| 5614 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20015 | NONE | PC | EDUCATIONAL PROGRAMS | $75,000 | 305 |
| JAMES W FOLEY LEGACY FOUNDATION | ||||||||
| 200 MARCY STREET SUITE 102 | PORTSMOUTH | NH | 03801 | NONE | PC | HOSTAGE FREEDOM PROGRAM | $50,000 | |
| JAMES WILSON INSTITUTE FOR NATURAL RIGHTS AND THE AMERICAN FOUNDING | ||||||||
| 124 WEST ST S SUITE 200 | ALEXANDRIA | VA | 22314 | NONE | PC | MORAL RENEWAL OF CONSTITUTIONAL CONSERVATIVISM PROJECT | $350,000 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | ||||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20008 | NONE | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| KIWANIS FOUNDATION OF ARLINGTON VA | ||||||||
| 5154 TILDEN ST NW | WASHINGTON | DC | 20016 | NONE | PC | FAMILY HEALTH FAIR | $5,000 | |
| LAKE ERIE COLLEGE OF OSTEOPATHIC MEDICINE (LECOM) | ||||||||
| 1858 WEST GRANDVIEW BLVD | ERIE | PA | 16509 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LAW ENFORCEMENT LEGAL DEFENSE FUND | ||||||||
| 2560 HUNTINGTON AVE SUITE 100 | ALEXANDRIA | VA | 22303 | NONE | PC | DEFENDING THE POLICE PROJECT | $350,000 | |
| LIFEFLIGHT FOUNDATION | ||||||||
| 13 MAIN ST | CAMDEN | ME | 04843 | NONE | PC | ENHANCING ACCESS TO CRITICAL CARE PROJECT | $200,000 | |
| MAINE SEACOAST MISSION | ||||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | NONE | PC | SUNBEAM GALA | $20,000 | |
| MAINE SEACOAST MISSION | ||||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | NONE | PC | FOOD SECURITY AND HEALTH INITIATIVES | $350,000 | |
| MASTERS SCHOOL | ||||||||
| 49 CLINTON AVENUE | DOBBS FERRY | NY | 10522 | NONE | PC | ANNUAL FUND | $50,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | SUPPORT OF INTEGRATED CLINICAL PRACTICE, EDUCATION AND RESEARCH | $2,000,000 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 2340 DULLES CORNER BLVD SUITE 1000 | HERNDON | VA | 20171 | NONE | PC | UNLEASH FREE SPEECH PROJECT | $1,000,000 | |
| MIDDLE EAST CHILDREN'S INSTITUTE | ||||||||
| 63 FOREST AVENUE SUITE 5B | LOCUST VALLEY | NY | 11560 | NONE | PC | MIDDLE EAST CHILDREN & WOMEN IN CRISIS INITIATIVE | $50,000 | |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | ||||||||
| 1411 K STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | PC | RUSSIA-CHINA-IRAN NEW ALLIANCE/CHINA PROJECT | $600,000 | |
| MIGHTY OAKS FOUNDATION | ||||||||
| 33134 MAGNOLIA CIR SUITE A UNIT 10 | MAGNOLIA | TX | 77354 | NONE | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| MOUNT DESERT FESTIVAL OF CHAMBER MUSIC | ||||||||
| 1 KIMBALL RD | NORTHEAST HARBOR | ME | 04662 | NONE | PC | MUSIC DIRECTOR SUPPORT | $35,000 | |
| MOUNT DESERT ISLAND HOSPITAL | ||||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | NONE | PC | CAPITAL CAMPAIGN | $400,000 | |
| MOUNT DESERT ISLAND YMCA | ||||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | NONE | PC | ADVANCING A SUSTAINABLE FUTURE PROJECT | $50,000 | |
| MOUNT DESERT NURSING ASSOCIATION | ||||||||
| 12 SUMMIT RD | NORTHEAST HARBOR | ME | 04660 | NONE | PC | CAPITAL CAMPAIGN | $75,000 | |
| MOUNT DESERT NURSING ASSOCIATION | ||||||||
| 12 SUMMIT RD | NORTHEAST HARBOR | ME | 04660 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MYSA SCHOOL INC | ||||||||
| 1500 HARVARD ST NW | WASHINGTON | DC | 20009 | NONE | PC | MODEL EXPANSION PROJECT | $800,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 420 MADISON AVE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | THE ROOTS OF ANTISEMITISM IN AMERICAN HIGHER EDUCATION PROJECT | $275,000 | |
| NATIONAL CENTER FOR PUBLIC POLICY RESEARCH | ||||||||
| 2005 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | ABLE AMERICANS PROJECT | $300,000 | |
| NATIONAL CENTER FOR PUBLIC POLICY RESEARCH | ||||||||
| 2005 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | ABLE AMERICANS PROJECT | $400,000 | |
| NATIONAL HISTORICAL SOCIETY | ||||||||
| 1607 22ND ST NW SUITE 1-B | WASHINGTON | DC | 20008 | NONE | PC | SUPPORT FOR PUBLISHING AND EDUCATION IN AMERICAN HISTORY | $100,000 | |
| NATIONAL PARK TRUST | ||||||||
| 401 EAST JEFFERSON STREET 207 | ROCKVILLE | MD | 20850 | NONE | PC | TRANSFORMATIVE PARK EXPERIENCES FOR DC YOUTH AND MILITARY FAMILIES PROGRAMS | $260,000 | |
| NATIONAL TAXPAYERS UNION FOUNDATION | ||||||||
| 122 C ST NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $275,000 | |
| NAVY SEALS FOUNDATION | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | TAMPA BAY FROGMAN SWIM | $50,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP (NFTE) | ||||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | STEVE MARIOTTI LEGACY FUND | $25,000 | |
| NETWORK OF ENLIGHTENED WOMEN | ||||||||
| 1360 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | NONE | PC | EDUCATION PROGRAMS | $200,000 | |
| NORTHEAST HARBOR LIBRARY | ||||||||
| 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | NONE | PC | GENERAL OPERATING SUPPORT, SCHOLARSHIPS AND VOCATIONAL PROGRAMS | $45,000 | |
| OUR COMMUNITY SALUTES-USA | ||||||||
| 41 COHASSET LANE | NEW JERSEY | NJ | 08003 | NONE | PC | MILITARY ENLISTEE AND FAMILY PROGRAMS | $700,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | RECLAIMING LIBERTY IN THE COURTS OF LAW AND PUBLIC OPINION PROJECT | $250,000 | |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | ||||||||
| 101 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | NONE | PC | 2024-2025 HEALTH CARE COMMUNICATIONS STRATEGY INITIATIVE | $150,000 | |
| PARLIAMENTARY INTELLIGENCE-SECURITY FORUM | ||||||||
| 20 F ST NW SUITE 700 | WASHINGTON | WA | 20001 | NONE | PC | EDUCATIONAL PROGRAMMING | $200,000 | |
| PENTAGON MEMORIAL FUND INC | ||||||||
| 901 N GLEBE ROAD SUITE 200 | ARLINGTON | VA | 22203 | NONE | PC | 9/11 PENTAGON MEMORIAL VISITOR EDUCATION CENTER AND GENERAL OPERATING FUNDS | $1,250,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | THE FUTURE OF AMERICAN IDEAS AND VALUES PROJECT | $300,000 | |
| SALUDA CHARITABLE FOUNDATION | ||||||||
| 30 SALUDA TRAIL | W CHARLESTON | SC | 29169 | NONE | PF | HURRICANE HELENE RELIEF EFFORTS | $20,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | HURRICANE HELENE RESPONSE | $50,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | NONE | PC | HURRICANE HELENE RESPONSE | $50,000 | |
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | NONE | PC | NURSING RECOGNITION AND SUPPORT PROGRAM | $100,000 | |
| SPAULDING REHABILITATION HOSPITAL | ||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | NONE | PC | JOHN MEANS SPENCER CAREGIVER AWARDS | $175,000 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | NONE | PC | SCHOLARSHIPS AND FAMILY OUTREACH PROGRAMS | $150,000 | |
| SPEECH FIRST INC | ||||||||
| 1300 I ST NW SUITE 400E | WASHINGTON | DC | 20005 | NONE | PC | CAMPUS FREE SPEECH PROJECT | $300,000 | |
| STEAMBOAT INSTITUTE | ||||||||
| 27855 WHITEWOOD DRIVE EAST | STEAMBOAT SPRINGS | CO | 80487 | NONE | PC | COLLEGE CAMPUS DEBATE PROGRAM | $125,000 | |
| SUBURBAN HOSPITAL FOUNDATION INC | ||||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | NONE | SO I | NURSING EXCELLENCE PROGRAMS AT SUBURBAN HOSPITAL | $150,000 | |
| TENEO NETWORK INC | ||||||||
| 2605 W 8TH STREET | AUSTIN | TX | 78703 | NONE | PC | EDUCATION PROGRAMS | $600,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| 2132 ALLEN BUILDING 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | PC | BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE GRADUATE PROGRAM | $3,500,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| 2132 ALLEN BUILDING 4220 TAMU | COLLEGE STATION | TX | 77843 | NONE | PC | BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE GRADUATE PROGRAM | $3,500,000 | |
| THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES | ||||||||
| 1776 I STREET NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | EDUCATIONAL PROGRAMS | $2,000,000 | |
| THE JACKSON LABORATORY | ||||||||
| 10 DISCOVERY DRIVE | FARMINGTON | CT | 06032 | NONE | PC | VISION RESEARCH | $2,000,000 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PC | EUROPEAN EXPANSION & FAMILY SUPPORT CAMPAIGN | $500,000 | |
| UNITED STATES FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS | ||||||||
| 701 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | NONE | PC | WORLD WAR I COMMEMORATION PERFORMANCE SERIES | $50,000 | 123 |
| US ARMY 5TH ARMY ASSOCIATION | ||||||||
| 230 GEDDINGTON | SHAVANO PARK | TX | 78249 | NONE | PC | THE PATRIOTISM TRAIL PROJECT | $75,000 | |
| VICTIMS OF COMMUNISM MEMORIAL FOUNDATION | ||||||||
| 900 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | COUNTERING COMMUNIST INFLUENCE THROUGH PUBLIC EDUCATION, RESEARCH, AND POLICY STUDIES PROJECTS | $500,000 | |
| WADSWORTH-SULGRAVE HISTORIC PRESERVATION FOUNDATION | ||||||||
| 1801 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | HISTORIC PRESERVATION AND REPAIRS | $50,000 | |
| WEALTH OF NATIONS INSTITUTE INC | ||||||||
| 4023 KENNETT PIKE 50660 | WILMINGTON | DE | 19807 | NONE | PC | GENERAL OPERATING SUPPORT | $127,000 | |
| WILLOWIND THERAPEUTIC RIDING CENTER | ||||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | NONE | PC | THE CARRYING OUR COMMUNITY PROJECT | $10,000 | |
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | ||||||||
| 1300 PENNSYLVANIA AVENUE NW SUITE 8 | WASHINGTON | DC | 20004 | NONE | PC | ADVANCING EXPERTISE ON RUSSIAN CHALLENGES TO U.S. NATIONAL SECURITY PROJECT | $125,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PC | CONSERVATIVE CAMPUS OUTREACH EXPANSION PROJECT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,892,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM TEBOW FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SQUARE LAKE BLVD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TOWARDS THE RISING LIGHT RIDGE PROJECT. | GrantOrContributionPurposeTxt |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,495 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,387,754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,488,426 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REPAID | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,994,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,994,993 | 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 | $408,373 | Amt |
| Net Investment Income | $204,801 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $204,801 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENCOUNTER FOR CULTURE AND EDUCATION | |||||||||||
| 900 BROADWAY STE 601 | NEW YORK | NY | 10003 | 2024-11-06 | $10,000 | SUPPORT FOR ENCOUNTER BOOKS EDUCATIONAL PROGRAM | $10,000 | NO | 9/4/2025 | 2025-09-04 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| ECONOMIC SECURITY COUNCIL INC | |||||||||||
| 4390 KING STREET 711 | ALEXANDRIA | VA | 22302 | 2024-09-24 | $50,000 | GENERAL SUPPORT | $1,655 | NO | 9/11/2025 | 2025-09-11 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| BEST FRIENDS FOUNDATION | |||||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | 2024-07-02 | $88,000 | SUMMER PROGRAMMING AND GENERAL OPERATING SUPPORT | $88,000 | NO | 9/18/2025 | 2025-09-18 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| BEST FRIENDS FOUNDATION | |||||||||||
| 4 LAUREL PARKWAY | CHEVY CHASE | MD | 20815 | 2023-03-17 | $560,000 | PROGRAM AND OPERATING SUPPORT | $560,000 | NO | 9/18/2025 | 2025-09-18 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| IRON STAR FOUNDATION CORP | |||||||||||
| 134 SOMERSET ROAD | STEVENSVILLE | MD | 21666 | 2024-11-22 | $750,000 | GENERAL OPERATING SUPPORT | $131,329 | NO | 9/18/2025 | 2025-09-18 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
| SALUDA CHARITABLE FOUNDATION | |||||||||||
| 30 SALUDA TRAIL | W CHARLESTON | SC | 29169 | 2024-10-20 | $20,000 | HURRICANE HELENE RELIEF | $20,000 | NO | 9/30/2025 | 2025-09-30 | FUNDS WERE USED FOR THE PURPOSE INTENDED. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERMEDIATE TERM BOND ETF | $106,564,980 | $106,564,980 |
| VANGUARD LONG-TERM CORP BOND | $34,473,580 | $34,473,580 |
| VANGUARD TOTAL BOND MARKET ETF | $115,638,471 | $115,638,471 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES COM | $903,070 | $903,070 |
| ADOBE INC | $1,114,368 | $1,114,368 |
| ALPHABET INC CAP STOCK CLASS A | $2,395,024 | $2,395,024 |
| ALPHABET INC CAP STOCK CLASS C | $2,769,188 | $2,769,188 |
| AMAZON.COM INC COM | $4,931,887 | $4,931,887 |
| AMERICAN TOWER CORPORATION | $626,895 | $626,895 |
| ANALOG DEVICES INC COM | $620,596 | $620,596 |
| APPLE INC COM | $4,130,928 | $4,130,928 |
| ASTRAZENECA PLC SPONSORED ADR | $1,180,277 | $1,180,277 |
| AUTOMATIC DATA PROCESSING INC COM | $531,305 | $531,305 |
| BLACKROCK INC COM | $744,230 | $744,230 |
| BLACKSTONE INC | $1,295,564 | $1,295,564 |
| CHENIERE ENERGY INC | $276,753 | $276,753 |
| CHEVRON CORP NEW COM | $555,896 | $555,896 |
| CISCO SYSTEMS INC COM | $1,190,394 | $1,190,394 |
| CME GROUP INC | $728,970 | $728,970 |
| CONOCOPHILLIPS | $633,795 | $633,795 |
| DANAHER CORP COM | $842,448 | $842,448 |
| ELEVANCE HEALTH, INC. | $433,089 | $433,089 |
| FIDELITY NATIONAL INFORMATION SERVICES INC COM | $780,319 | $780,319 |
| FISERV INC COM | $1,234,780 | $1,234,780 |
| HOME DEPOT INC COM | $971,697 | $971,697 |
| HONEYWELL INTERNATIONAL INC COM | $709,972 | $709,972 |
| INTERCONTINENTAL EXCHANGE INC COM | $1,064,527 | $1,064,527 |
| IQVIA HOLDINGS INC COM | $843,617 | $843,617 |
| JPMORGAN CHASE & CO COM | $1,189,441 | $1,189,441 |
| LINDE PLC COM | $890,930 | $890,930 |
| MARTIN MARIETTA MATERIALS COM | $695,725 | $695,725 |
| MCDONALD'S CORP | $902,138 | $902,138 |
| META PLATFORMS INC | $769,946 | $769,946 |
| MICROSOFT CORP COM | $5,650,629 | $5,650,629 |
| MONDELEZ INTL INC COM | $514,156 | $514,156 |
| MONSTER BEVERAGE CORP | $731,057 | $731,057 |
| NEXTERA ENERGY INC COM | $754,394 | $754,394 |
| NVIDIA CORP | $4,380,540 | $4,380,540 |
| OREILLY AUTOMOTIVE | $400,800 | $400,800 |
| OTIS WORLDWIDE CORP COM | $832,193 | $832,193 |
| PEPSICO INC COM | $760,908 | $760,908 |
| PNC FINL SERVICES GROUP INC COM | $719,523 | $719,523 |
| PROLOGIS INC COM | $689,164 | $689,164 |
| QUALCOMM INC COM | $1,104,681 | $1,104,681 |
| ROPER TECHNOLOGIES, INC. | $793,811 | $793,811 |
| RTX CORP | $995,308 | $995,308 |
| S&P GLOBAL INC COM | $735,092 | $735,092 |
| SALESFORCE INC | $1,846,839 | $1,846,839 |
| STRYKER CORP COM | $620,006 | $620,006 |
| T MOBILE US INC COM | $540,789 | $540,789 |
| TE CONNECTIVITY LTD REG SHARES | $1,039,106 | $1,039,106 |
| THERMO FISHER CORP COM | $823,524 | $823,524 |
| TJX COS INC NEW COM | $830,327 | $830,327 |
| UNION PACIFIC CORP COM | $973,731 | $973,731 |
| UNITEDHEALTH GROUP INC COM | $1,951,102 | $1,951,102 |
| US BANCORP DEL COM NEW | $711,423 | $711,423 |
| VANGUARD S&P 500 ETF | $26,765,387 | $26,765,387 |
| VICI PROPERTIES INC | $402,806 | $402,806 |
| VISA INC COM CLASS A | $2,443,305 | $2,443,305 |
| WALT DISNEY CO | $1,046,913 | $1,046,913 |
| WEC ENERGY GROUP INC | $286,634 | $286,634 |
| WORKDAY INC | $763,511 | $763,511 |
| ZOETIS INC CLASS A | $389,240 | $389,240 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $78,614,381 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $78,614,381 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACL ALTERNATIVE FUND - CLASS A | FMV | $81,120,637 | $81,120,637 |
| AHL (CAYMAN) SPC CLASS A1 EVOLUTION | FMV | $52,431,607 | $52,431,607 |
| APOLLO CREDIT FUND LTD | FMV | $26,777,966 | $26,777,966 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND II | FMV | $1,462,273 | $1,462,273 |
| BLACKSTONE TACTICAL OPPORTUNITIES FUND IV | FMV | $5,741,667 | $5,741,667 |
| BREVEN HOWARD LTD CLASS J | FMV | $42,834,958 | $42,834,958 |
| ELLIOT CO-INVESTMENT | FMV | $5,062,874 | $5,062,874 |
| ELLIOTT INTERNATIONAL LIMITED - C | FMV | $1,552,702 | $1,552,702 |
| ELLIOTT INTERNATIONAL LIMITED - C (PENDING) | FMV | $3,543,595 | $3,543,595 |
| EXCEL VENTURE FUND II, LP | FMV | $260,054 | $260,054 |
| EXODUS POINT PARTNERS INTL FUND | FMV | $20,250,019 | $20,250,019 |
| EXXON MOBIL CORP | FMV | $1,155,947 | $1,155,947 |
| GRAHAM ABSOLUTE RETURN LTD | FMV | $84,929,371 | $84,929,371 |
| MILLENIUM INTERNATIONAL LTD CLASS GG | FMV | $138,225,756 | $138,225,756 |
| NEXTECH CROSSOVER I SCSP | FMV | $6,866,749 | $6,866,749 |
| NEXTECH VII ONCOLOGY SCSP | FMV | $4,867,104 | $4,867,104 |
| NEXTECH VIII SCSP | FMV | $646,610 | $646,610 |
| OAKTREE OPPORTUNITIES FUND X | FMV | $1,475,934 | $1,475,934 |
| OAKTREE OPPORTUNITIES FUND XB | FMV | $6,986,848 | $6,986,848 |
| OAKTREE OPPORTUNITIES FUND XI | FMV | $17,886,960 | $17,886,960 |
| PE PREMIER GA MAP OFFSHORE | FMV | $12,335,195 | $12,335,195 |
| PINEBROOK CAPITAL PARTNERS II LP | FMV | $307,815 | $307,815 |
| POINT72 CAPITAL INTL | FMV | $26,003,541 | $26,003,541 |
| POINTER OFFSHORE II LTD CLASS P1 SER 1 | FMV | $3,660,289 | $3,660,289 |
| POINTER OFFSHORE II, LTD - WPCA | FMV | $2,621,383 | $2,621,383 |
| PRIVATE ADVISOR SMALL COMPANY PEF IX | FMV | $11,053,854 | $11,053,854 |
| PRIVATE ADVISOR SMALL COMPANY PEF VIII | FMV | $12,998,961 | $12,998,961 |
| RRE VENTURES VIII, LP | FMV | $3,041,015 | $3,041,015 |
| SCHRODER FOCUS FUND II (CAYMAN) LTD | FMV | $11,752,064 | $11,752,064 |
| VOLEON COMPOSITION INTERNATIONAL FUND LTD | FMV | $28,427,147 | $28,427,147 |
| WEATHERLOW OFFSHORE FUND I LTD CLASS IA | FMV | $39,496,027 | $39,496,027 |
| WISHBONE ACQUISITIONS LLC | FMV | $434,163 | $434,163 |
| WMQS GLOBAL EQUITY OFFSHORE CL F-2 SERIES 01A | FMV | $77,390,553 | $77,390,553 |
| WMQS GLOBAL EQUITY OFFSHORE CLASS B SER 11A | FMV | $10,265,960 | $10,265,960 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $391,372 | $380,678 | $10,694 | $10,694 |
| COMPUTER SOFTWARE | $479,400 | $479,400 | $0 | |
| LEASEHOLD IMPROVEMENT | $1,304,321 | $954,118 | $350,203 | $350,203 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $100,150 | LegalFeesAmt |
| Net Investment Income | $10,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $184,221 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $4,903 | $4,903 | $4,903 |
| 457(B) AND 457(F) PLAN ASSETS | $326,689 | $491,350 | $491,350 |
| RIGHT OF USE ASSET (NET) | $525,879 | $347,365 | $347,365 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $138,206 | $0 | $131,459 |
| OFFICE SUPPLIES | $45,420 | $0 | $45,093 |
| POSTAGE & DELIVERY | $500 | $0 | $500 |
| TELEPHONE & FAX | $17,508 | $0 | $17,508 |
| SUBSCRIPTIONS & MEMBERSHIPS | $11,076 | $0 | $13,705 |
| EQUIPMENT RENTAL & MAINTENANCE | $12,138 | $0 | $12,611 |
| OTHER FEES | $592 | $0 | $592 |
| PARTNERSHIP EXPENSES | $0 | $3,313,547 | $0 |
| BANK FEES | $7,611 | $7,611 | $0 |
| AMORTIZATION | $146,472 | $0 | $0 |
| UNRECOVERABLE DISBURSEMENT | $1,251,694 | $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 | -$107,046 | ||
| PARTNERSHIP ROYALTIES | $23,116 | ||
| PARTNERSHIP OTHER INCOME | $285,249 | ||
| PARTNERSHIP RENTAL INCOME | -$6,275 | ||
| GRANTS REPAID | $5,318 | $5,318 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $52,479,812 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $2,266,149 | $2,995,350 |
| 457(B) AND 457(F) PLAN LIABILITIES | $326,689 | $491,350 |
| LEASE LIABILITY | $669,415 | $448,059 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $60,550 | $33,916 | $22,611 |
| RETIREMENT MANAGEMENT | $31,054 | $0 | $30,780 |
| INVESTMENT FEES - ATLANTIC TRUST | $271,989 | $271,989 | $0 |
| INVESTMENT FEES - FSTC | $1,367,817 | $1,367,817 | $0 |
| CONSULTING - MANAGEMENT | $312,093 | $290,993 | $20,100 |
| CONSULTING-COMPUTER SUPPORT | $81,734 | $0 | $88,353 |
| CONSULTING - GRANTEES | $245,368 | $0 | $225,653 |
| INVESTMENT MANAGEMENT FEES | $1,200 | $1,200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $183,011 | $90,517 | $90,517 |
| WORKERS COMP PREMIUMS | $9,915 | $4,456 | $4,456 |
| EXCISE TAX | $1,475,660 | $0 | $0 |