Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DIANA DAVIS SPENCER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3 BETHESDA METRO CENTER NO 118
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

20-3672969
B Telephone number (see instructions)

(301) 961-4000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,476,466,713
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 46,000 46,000  
4 Dividends and interest from securities... 22,798,432 23,603,769  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,072,219
b Gross sales price for all assets on line 6a 238,232,533
7 Capital gain net income (from Part IV, line 2)... 12,139,104
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 16,400,000 51,979  
12 Total. Add lines 1 through 11........ 43,316,651 35,840,852  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,960,421 898,872   898,872
14 Other employee salaries and wages...... 1,003,542 489,433   489,433
15 Pension plans, employee benefits....... 719,368 357,305   357,305
16a Legal fees (attach schedule)......... 1,234,826 123,483   1,084,293
b Accounting fees (attach schedule)....... 314,198 155,461   155,461
c Other professional fees (attach schedule).... 3,087,063 2,800,942   447,586
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 925,894 66,290   66,290
19 Depreciation (attach schedule) and depletion... 232,700 0  
20 Occupancy.............. 193,752 0   193,297
21 Travel, conferences, and meetings....... 41,316 0   45,407
22 Printing and publications.......... 8,482 0   8,530
23 Other expenses (attach schedule)....... 331,464 2,258,369   220,131
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,053,026 7,150,155   3,966,605
25 Contributions, gifts, grants paid....... 114,274,496 64,845,000
26 Total expenses and disbursements. Add lines 24 and 25 124,327,522 7,150,155   68,811,605
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -81,010,871
b Net investment income (if negative, enter -0-) 28,690,697
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 235,746,205 183,851,636 183,851,636
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   200,000    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 355,153 553,008 553,008
10a Investments—U.S. and state government obligations (attach schedule) 228,593,581 Click to see attachment247,355,441 247,355,441
b Investments—corporate stock (attach schedule)....... 267,190,321 Click to see attachment232,791,512 232,791,512
c Investments—corporate bonds (attach schedule)....... 305,957,946 Click to see attachment325,425,709 325,425,709
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 403,600,802 Click to see attachment485,270,168 485,270,168
14 Land, buildings, and equipment: basis bullet2,148,059
Less: accumulated depreciation (attach schedule) bullet933,723 1,566,775 Click to see attachment1,214,336 1,214,336
15 Other assets (describe bullet) Click to see attachment4,903 Click to see attachment4,903 Click to see attachment4,903
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,443,215,686 1,476,466,713 1,476,466,713
Liabilities 17 Accounts payable and accrued expenses.......... 746,012 614,270
18 Grants payable................. 35,151,169 67,333,465
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,455,303 Click to see attachment2,887,892
23 Total liabilities (add lines 17 through 22)......... 38,352,484 70,835,627
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,404,863,202 1,405,631,086
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,404,863,202 1,405,631,086
30 Total liabilities and net assets/fund balances (see instructions). 1,443,215,686 1,476,466,713
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,404,863,202
2
Enter amount from Part I, line 27a .....................
2
-81,010,871
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
81,778,755
4
Add lines 1, 2, and 3 ..........................
4
1,405,631,086
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,405,631,086
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PARTNERSHIP ST CAPITAL P    
d PARTNERSHIP LT CAPITAL P    
e PARTNERSHIP 1231 GAIN P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 222,696,801   220,226,498 2,470,303
b 7,475,620   5,866,931 1,608,689
c 3,811,255     3,811,255
d 4,042,563     4,042,563
e 206,294     206,294
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,470,303
b       1,608,689
c       3,811,255
d       4,042,563
e       206,294
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 12,139,104
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 398,801
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 398,801
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 398,801
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 261,859
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 351,859
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,977
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 48,919
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.DDSFOUNDATION.ORG
    14
    The books are in care ofbulletCAROLE FEATHERSTONE Telephone no.bullet (301) 961-4000

    Located atbullet3 BETHESDA METRO CENTER NO 118BETHESDAMD ZIP+4bullet20814
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DIANA DAVIS SPENCER EXECUTIVE CHAIRMAN
    40.00
    726,546 64,073 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    ABBY SPENCER MOFFAT CEO & PRESIDENT
    40.00
    709,000 78,912 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    KIMBERLY F LAMANNA TRUSTEE
    1.00
    0 0 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    HARRISON HOWARD TRUSTEE
    1.00
    30,000 0 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    CAROLE A FEATHERSTONE CHIEF FINANCIAL OFFICER
    40.00
    620,028 137,574 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    CHRISTOPHER BURNS AUDIT & INVESTMENT COMMITTEE MEMBER
    12.00
    170,000 0 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    JOHN RICHARDSON AUDIT COMMITTEE MEMBER
    1.00
    50,000 0 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    RICHARD PAINTER AUDIT COMMITTEE MEMBER
    1.00
    50,000 0 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NICOLE K HALL SENIOR PROGRAM MANAG
    40.00
    175,642 79,114 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    MARY HAMILTON PROJECT MANAGER
    40.00
    149,311 64,308 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    YHEIZZI OWEN PROJECT MANAGER
    40.00
    142,737 47,261 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    ELIZABETH SMIROLDO RESEARCH MANAGER
    40.00
    148,500 22,235 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    MICHELLE E DOZIER GRANTS MANAGER
    40.00
    110,869 41,013 0
    3 BETHESDA METRO CENTER
    BETHESDA,MD20814
    Total number of other employees paid over $50,000...................bullet 3
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MORGAN STANLEY GRAYSTONE INVESTMENT ADVISORS 1,250,089
    12505 PARK POTOMAC AVENUE 420
    POTOMAC,MD20854
    HAMLIN CAPITAL MANGEMENT LLS INVESTMENT ADVISORS 672,236
    640 FIFTH AVENUE 11TH FLOOR
    NEW YORK,NY10019
    JONES DAY LEGAL 654,102
    51 LOUISIANA AVENUE NW
    WASHINGTON,DC20001
    MARTIN MENDELSOHN LEGAL 313,000
    5705 MCKINLEY ST
    BETHESDA,MD20817
    CLIFTONLARSONALLEN LLP ACCOUNTING SERVICES 269,981
    220 6TH STREET SUITE 300
    MINNEAPOLIS,MN55402
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,199,228,093
    b
    Average of monthly cash balances.......................
    1b
    215,986,660
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,415,214,753
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,415,214,753
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,228,221
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,393,986,532
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    69,699,327
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    69,699,327
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    398,801
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    66,373
    c
    Add lines 2a and 2b............................
    2c
    465,174
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,234,153
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    16,400,000
    5
    Add lines 3 and 4............................
    5
    85,634,153
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    85,634,153
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    68,811,605
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    68,811,605
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    68,811,605
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 85,634,153
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 29,344,303
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 29,344,303
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 68,811,605
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 68,811,605
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 16,822,548 16,822,548
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 12,521,755
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    12,521,755
    10 Analysis of line 9:
    a Excess from 2016.... 12,521,755
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ACTON ACADEMY FOUNDATION
    2422 K STREET NW
    WASHINGTON,DC20037
      PUBLIC CHARITY ACTON CHILDREN'S BUSINESS FAIR PROJECT AND ONLINE PROGRAMMING 50,000
    AFTER-SCHOOL ALL-STARS
    1331 H STREET NW SUITE 1100
    WASHINGTON,DC20005
      PUBLIC CHARITY THE AFTER-SCHOOL PROGRAMS 225,000
    ALS THERAPY DEVELOPMENT INSTITUTE
    300 TECHNOLOGY SQUARE
    CAMBRIDGE,MA02139
      PUBLIC CHARITY ALS THERAPY INSTITUTE RESEARCH AND DEVELOPMENT PROGRAMS. THIS GRANT IS TO HONOR THE LIFE OF HAROLD "HAL" KOWENSKI. 10,000
    AMERICAN CIVIL RIGHTS UNION
    405 5TH AVENUE SOUTH SUITE 7C
    NAPLES,FL34102
      PUBLIC CHARITY PROTECT ELDERLY AND MILITARY VOTES PROJECT AND VOTER EDUCATIONAL INITIATIVES 300,000
    AMERICAN COUNCIL OF TRUSTEES & ALUMNI
    1730 M STREET NW SUITE 600
    WASHINGTON,DC20036
      PUBLIC CHARITY GRANT IS FOR THE NEW CENTER FOR HIGHER EDUCATION PHILANTHROPY AND GENERAL OPERATIONS SUPPORT 1,000,000
    AMERICAN FOREIGN POLICY COUNCIL
    509 C STE NE
    WASHINGTON,DC20002
      PUBLIC CHARITY TOWARDS THE EAST & SOUTH ASIA PROGRAM AND CENTRAL ASIA-CAUCASUS INSTITUTE 75,000
    AMERICAN LEGISLATIVE EXCHANGE COUNCIL
    2900 CRYSTAL DR STE 600
    ARLINGTON,VA22202
      PUBLIC CHARITY THIS INCLUDES $440,000 TO BE ALLOCATED EXCLUSIVELY TOWARD PROJECT EXPENSES FOR THE ACCURATE AND VERIFIABLE VOTER ROLLS: AN AMERICAN PUBLIC AWARENESS CAMPAIGN, AND $10,000 TO BE ALLOCATED EXCLUSIVELY TOWARD MISCELLANEOUS EXPENSES 550,000
    AMERICAN PRIVATE RADIO
    1739 UNIVERSITY AVE 341
    OXFORD,MS38655
      PUBLIC CHARITY THE FOUNDERS CIRCLE PROJECT: SCALING AUDIENCE AND IMPACT 200,000
    AMERICAN STRATEGY GROUP THE (CLAREMONT STRATEGY GROUP)
    937 W FOOTHILL BLVD SUITE C
    CLAREMONT,CA91711
      PUBLIC CHARITY SENIOR FELLOWS PROGRAM OF THE AMERICAN STRATEGY GROUP FOR THE PURPOSES OF DEVELOPING, DISSEMINATING, AND INSPIRING DIALOGUE REGARDING ORIGINAL SCHOLARSHIP ON NATIONAL SECURITY ISSUES FACING AMERICA AND STRATEGIES TO ADDRESS THEM. ADDITIONALLY, THE PROJECT GRANT IS INTENDED TO ESTABLISH AND SUSTAIN LONG-TERM PROGRAMMATIC TIES BETWEEN GRANTEE AND DANIEL MORGAN ACADEMY, FEDERAL EMPLOYER IDENTIFICATION NUMBER 47-1178904 (DMA), SO THAT BOTH GRANTEE AND DMA MAY ENJOY THE BENEFITS OF A FRUITFUL EXCHANGE OF IDEAS AND THE FORGING OF NEW ACADEMIC AND PROFESSIONAL RELATIONSHIPS BETWEEN CURRENT AND FUTURE LEADERS OF THE NATIONAL SECURITY FIELD 200,000
    AMERICAN SWISS FOUNDATION
    271 MADISON AVENUE SUITE 1403
    NEW YORK,NY10016
      PUBLIC CHARITY TOWARDS THE AMERICAN SWISS FOUNDATION ALUMNI RELATIONS, PROGRAMMING COSTS AND COVID-19 RELATED EXPENSES 225,000
    AMERICANS OF FAITH
    3414 PEACHTREE ROAD NE STE 1080
    ATLANTA,GA30326
      PUBLIC CHARITY ELECTION INTEGRITY PROJECT 100,000
    AMERICAS FUTURE FOUNDATION
    3434 WASHINGTON BLVD 1ST FLOOR
    ARLINGTON,VA22201
      PUBLIC CHARITY PROGRAMS PROMOTING PRINCIPLES OF LIBERTY 150,000
    APPLETREE INSTITUTE FOR EDUCATION INNOVATION
    1801 MISSISSIPPI AVE SE 3RD FLOOR
    WASHINGTON,DC20020
      PUBLIC CHARITY TOWARDS EVERY CHILD READY INSTRUCTIONAL PROGRAM 100,000
    ASHLAND UNIVERSITY FBO ASHBROOK CENTER
    401 COLLEGE AVENUE
    ASHLAND,OH44805
      PUBLIC CHARITY TO SUPPORT THE ASHBROOK CENTER'S EFFORTS TO LEAD A SECOND AMERICAN REVOLUTION IN THE NATION'S CLASSROOMS 100,000
    ASIA AMERICA INITIATIVE
    1521 16TH STREET NW
    WASHINGTON,DC20036
      PUBLIC CHARITY TO SUPPORT THE PEACE AND PROSPERITY PROGRAM 225,000
    BABSON COLLEGE
    231 FOREST ST
    BABSON PARK,MA02457
      PUBLIC CHARITY TO BE ALLOCATED IN TWO SEPARATE PARTS: $50,000 FOR THE NFTE SCHOLARSHIP AND $50,000 FOR THE SCHOLARSHIP SUPPORTING THE CHILD OF A TEACHER. 100,000
    BARRY GOLDWATER INSTITUTE FOR POLICY RESEARCH
    500 E CORONADO RD
    PHOENIX,AZ85027
      PUBLIC CHARITY HEALTH AND TELEMEDICINE PROGRAMS 25,000
    BAYLOR UNIVERSITY
    1311 S 5TH ST
    WACO,TX76706
      PUBLIC CHARITY $1,500,000 FOR BAYLORS BLOOD OXYGENATING RESEARCH. THE GRANT IS DIVIDED INTO TWO PAYMENTS AN IMMEDIATE PAYMENT OF $1,200,000 AND A PAYMENT OF $300,000 IN JULY 2020. 1,500,000
    BEST FRIENDS FOUNDATION
    5335 WISCONSIN AVENUE NW SUITE 440
    WASHINGTON,DC20015
      PUBLIC CHARITY FOR THE KINDNESS IS COOLER PROGRAM AND THE STOP THE SILENCE, PREVENT THE VIOLENCE: BULLYING, VIOLENCE, AND SUBSTANCE ABUSE PREVENTION PROGRAM (MATCHING GRANT) 50,000
    BEST FRIENDS FOUNDATION
    5335 WISCONSIN AVENUE NW SUITE 440
    WASHINGTON,DC20015
      PUBLIC CHARITY PEACE IS THE WORD: HOW TO AFFECT NECESSARY CHANGE IN A POSITIVE WAY 600,000
    BETHESDA CHEVY CHASE RESCUE SQUAD
    5020 BATTERY LANE
    BETHESDA,MD20814
      PUBLIC CHARITY TOWARD THE PURCHASE OF A NEW AMBULANCE AND COVID-19 INITIATIVES 100,000
    BETHESDA FIRE DEPARTMENT
    6600 WISCONSIN AVE
    CHEVY CHASE,MD20815
      PUBLIC CHARITY SAFETY EDUCATION AND COMMUNICATIONS 135,000
    BETHESDA GREEN
    4825 CORDELL AVE
    BETHESDA,MD20814
      PUBLIC CHARITY TOWARDS THE INNOVATION LAB TO FURTHER ECONOMIC OPPORTUNITY PROGRAM 150,000
    BULLIS SCHOOL
    10601 FALLS ROAD
    POTOMAC,MD20854
      PUBLIC CHARITY TOWARD FINANCIAL AID PROGRAMS 50,000
    CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC
    3780 VT 100A
    PLYMOUTH,VT05056
      PUBLIC CHARITY IN HONOR OF C. BOYDEN GRAY AND TOWARDS GENERAL SUPPORT 205,000
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017
      PUBLIC CHARITY EMERGENCY FOOD RELIEF IN RESPONSE TO COVID-19 150,000
    CENTER FOR EDUCATION REFORM
    1455 PENNSYLVANIA AVE NW SUITE 250
    WASHINGTON,DC20004
      PUBLIC CHARITY TOWARD A MORE PERFECT UNION - WHY AMERICA 2020-21 400,000
    CENTER FOR ORGANIZATIONAL RESEARCH AND EDUCATION
    1090 VERMONT AVE NW STE 800
    WASHINGTON,DC20005
      PUBLIC CHARITY IN SUPPORT OF PROGRAM AREAS DESCRIBED UNDER THE CHINA OWNS US PROJECT 300,000
    CENTER FOR STRATEGIC & INTERNATIONAL STUDIES
    1616 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036
      PUBLIC CHARITY $25,000 TOWARDS THE DEBORCHGRAVE DINNER AND $125,000 FOR THE RUSSIA/PMC TRANSACTIONAL THREAT INITIATIVE. 150,000
    CHAPEL HAVEN INCORPORATED
    1040 WHALLEY AVENUE
    NEW HAVEN,CT06515
      PUBLIC CHARITY COVID-19 RAINY DAY FUND. $500,000 PAY NOW AND $500,000 PAID IN JANUARY 2021 500,000
    CHILDREN'S INN AT NIH INC
    7 WEST DRIVE
    BETHESDA,MD20814
      PUBLIC CHARITY FOR THE THE FAMILY SUPPORT PROGRAM 100,000
    CHILDREN'S NATIONAL HOSPITAL
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010
      PUBLIC CHARITY COVID-19 EMERGENCY RESPONSE 100,000
    CITY YEAR INC
    1875 CONNECTICUT AVENUE NW SUITE
    1130
    WASHINGTON,DC20009
      PUBLIC CHARITY FOR THE CITY YEAR DC WHOLE SCHOOL WHOLE CHILD PROGRAM 100,000
    CLUB FOR GROWTH FOUNDATION
    2001 L STREET NW STE 600
    WASHINGTON,DC20036
      PUBLIC CHARITY CLUB FOR GROWTH FOUNDATION'S COMMUNICATING ECONOMIC FREEDOM PROJECTS 100,000
    CODE 3 ASSOCIATION
    480 MALCOLM ROAD
    VIENNA,VA22180
      PUBLIC CHARITY TO SUPPORT LOCAL LAW ENFORCEMENT PROJECTS, INCLUDING PROJECT HOPE, INJURED OFFICER SUPPORT, OFFICER AWARDS, SEX TRAFFICKING INTERVENTION, OPIOID TRAINING AND OUTREACH. THE COMMITTEE ALSO SUPPORTS CODE 3'S EFFORTS IN COVID -19 EMERGENCY SERVICES 1,100,000
    COLLEGE OF THE ATLANTIC
    105 EDEN ST
    BAR HARBOR,ME04609
      PUBLIC CHARITY THE BROAD REACH CAMPAIGN, AS DESCRIBED IN THE APPLICATION AND AGREEMENT. 150,000
    COLLEGIATE DIRECTIONS INC
    4827 RUGBY AVE STE 001
    BETHESDA,MD20814
      PUBLIC CHARITY TO SUPPORT LOW-INCOME STUDENTS IN THE DC AREA 200,000
    COMMUNITY RESOURCE EXCHANGE
    42 BROADWAY 20TH FLOOR
    NEW YORK,NY10004
      PUBLIC CHARITY DISSOLUTION SUPPORT FOR PARENT JOB NET 5,000
    COMPETITIVE ENTERPRISE INSTITUTE
    1310 L STREET NW 7TH FLOOR
    WASHINGTON,DC20005
      PUBLIC CHARITY TO SUPPORT THE ONGOING WORK OF ITS POLICY CENTERS AND LITIGATION TEAM 125,000
    CORPORATION OF THE WASHINGTON LATIN SCHOOL
    5200 2ND ST NW
    WASHINGTON,DC20011
      PUBLIC CHARITY WASHINGTON LATIN PCS CIVICS PROGRAM. THIS GRANT IS TO BE NAMED IN TO COMMEMORATE THE LIVES OF KRISTEN STATEN, YVONNE MERCER-STATEN AND LAWRENCE STATEN. 25,000
    CULTURE WISE STUDIES INC
    4073 MISSION OAKS BLVD
    CAMARILLO,CA93012
      PUBLIC CHARITY TOWARDS BUILDING CHARACTER DEVELOPMENT IN FUTURE GENERATIONS BY PROMOTING FAMILY VALUES THROUGH THE MASS MEDIA PROJECT 200,000
    DAILY CALLER NEWS FOUNDATION
    1920 L ST NW STE 205
    WASHINGTON,DC20036
      PUBLIC CHARITY FOR DCNF'S NEWS GATHERING, JOURNALIST TRAINING, AND CODE 3 REPORTING. THE GRANTEE WILL USE GRANT FUNDS FOR COOPERATIVE NEWS-GATHERING PROGRAMS WITH LIBERTY NATION, A PROJECT OF ONE GENERATION AWAY 300,000
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
      PUBLIC CHARITY TO SUPPORT OF THE POSTDOCTORAL FELLOWS PROGRAM IN US FOREIGN POLICY AND INTERNATIONAL SECURITY, AN INTERDISCIPLINARY POSTDOCTORAL FELLOWSHIP PROGRAM AIMED AT BRINGING THE BEST SCHOLARS TO THE COLLEGE FOR A YEAR OF TEACHING, STUDY, RESEARCH AND ACADEMIC COLLABORATION ON ISSUES OF VITAL REAL WORLD IMPORTANCE TO US FOREIGN POLICY AND INTERNATIONAL 300,000
    DONORS TRUST
    1800 DIAGONAL ROAD SUITE 280
    ALEXANDRIA,VA22314
      PUBLIC CHARITY CONTRIBUTION TO DONOR ADVISED FUND 11,000,000
    DOWNTOWN EVENING SOUP KITCHEN
    311 TEMPLE STREET
    NEW HAVEN,CT06511
      PUBLIC CHARITY EVENING MEALS AND WEEKLY PANTRY PROGRAM 10,000
    EAGLE FORUM EDUCATION AND LEGAL DEFENSE FUND
    211 C STREET NE
    WASHINGTON,DC20002
      PUBLIC CHARITY ELECTION INTEGRITY PROJECT 200,000
    EARTH UNIVERSITY FOUNDATION
    151 ELLIS STREET NE FLOOR 1 STE 133
    ATLANTA,GA30303
      PUBLIC CHARITY TO EDUCATE ENTREPRENEURIAL LEADERS FOR A SUSTAINABLE FUTURE 100,000
    ELIZABETH DOLE FOUNDATION
    600 NEW HAMPSHIRE AVENUE NW SUITE
    1020
    WASHINGTON,DC20037
      PUBLIC CHARITY FOR SUPPORTING MILITARY CAREGIVERS DURING THE COVID-19 CRISIS 505,000
    ELM CITY INTERNATIONALS SUCCESS THROUGH SOCCER INC
    360 FOUNTAIN ST 40
    NEW HAVEN,CT06515
      PUBLIC CHARITY $12,000 TO THE COLLEGE READINESS ACADEMY AND $3,000 FOR GENERAL SUPPORT DUE TO COVID-19 IMPACT 15,000
    ENCOUNTER FOR CULTURE AND EDUCATION
    900 BROADWAY SUITE 601
    NEW YORK,NY10003
      PRIVATE OPERATING FO TO BE USED FOR PROGRAMS AND YOUTH OUTREACH 25,000
    ENOUGH IS ENOUGH CAMPAIGN
    PO BOX 1532
    GREAT FALLS,VA22066
      PUBLIC CHARITY FOR THE NATIONAL CAMPAIGN DEFENDING CHILD DIGNITY AND SAFETY IN THE DIGITAL WORLD. 225,000
    ETHICS AND PUBLIC POLICY CENTER
    1730 M STREET NW
    WASHINGTON,DC20036
      PUBLIC CHARITY FOR THE GENERAL OPERATING SUPPORT OF GRANTEES EDUCATIONAL AND CHARITABLE ACTIVITIES. 150,000
    FLOC FOR LOVE OF CHILDREN
    1763 COLUMBIA ROAD NW
    WASHINGTON,DC20009
      PUBLIC CHARITY THE NEIGHBORHOOD TUTORING PROGRAM 15,000
    FOUNDATION FIGHTING BLINDNESS INC
    7168 COLUMBIA GATEWAY DRIVE SUITE
    100
    COLUMBIA,MD21046
      PUBLIC CHARITY PROJECT/PROGRAM TITLE: FUTURE LEADERS IN RETINA CARE AND RETINAL DISEASE RESEARCH: THE DIANA DAVIS SPENCER CAREER DEVELOPMENT PROGRAM 200,000
    FOUNDATION FOR CULTURAL REVIEW INC
    900 BROADWAY STE 602
    NEW YORK,NY10003
      PUBLIC CHARITY FOR SUPPORT OF THE CIRCLE LECTURE SERIES AND THE INCOMING HILTON KRAMMER FELLOW 25,000
    FOUNDATION FOR ECONOMIC EDUCATION
    1819 PEACHTREE ROAD NE SUITE 300
    ATLANTA,GA30309
      PUBLIC CHARITY TO SUPPORT THEIR ENTREPRENEURIAL EDUCATION AND FEE IN ESPAOL INITIATIVES 40,000
    FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION
    16 STOCKTON ST
    PRINCETON,NJ08540
      PUBLIC CHARITY THE UNIVERSITY PROJECT 1,000,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
    510 WALNUT STREET STE 1250
    PHILADELPHIA,PA19106
      PUBLIC CHARITY TO PURSUE PROGRESS IN MULTIPLE FIELDS, INCLUDING INDIVIDUAL VICTORIES, POLICY REFORMS, MEDIA COVERAGE, RESEARCH FINDINGS, OUTREACH GAINS. 200,000
    FREE TO CHOOSE NETWORK
    2002 FILMORE AVENUE
    ERIE,PA16506
      PUBLIC CHARITY FROM SUBJECT TO CITIZEN-- IS A MULTI-MEDIA PROJECT AIMED AT INCREASING THE UNDERSTANDING OF AND APPRECIATION FOR THE IMPORTANCE OF THE UNITED STATES CONSTITUTION, ESPECIALLY TO YOUNG STUDENTS. 200,000
    FREEDOM ALLIANCE
    22570 MARKEY COURT SUITE 240
    STERLING,VA20166
      PUBLIC CHARITY FREEDOM ALLIANCE SCHOLARSHIP FUND AND STUDENT OUTREACH PROJECT 175,000
    FREEDOMWORKS FOUNDATION
    111 K STREET NE SUITE 600
    WASHINGTON,DC20002
      PUBLIC CHARITY THIS INCLUDES $100,000 TO BE ALLOCATED EXCLUSIVELY TOWARD THE RETIREMENT READINESS PROGRAM; $100,000 TO BE ALLOCATED EXCLUSIVELY TOWARD THE SAVE OUR COUNTRY PROGRAM, AND $100,000 TO BE ALLOCATED EXCLUSIVELY TOWARD THE ELECTION INTEGRITY PROGRAM 400,000
    FRENCH AMERICAN FOUNDATION
    28 WEST 44TH ST STE 902
    NEW YORK,NY10036
      PUBLIC CHARITY TOWARD THE YOUNG LEADERS PROGRAM 5,000
    FRIENDS OF ACADIA
    43 COTTAGE ST
    BAR HARBOR,ME04609
      PUBLIC CHARITY TOWARDS IMPROVING ACCESSIBILITY NEEDS FOR PHYSICALLY CHALLENGED AT ACADIA NATIONAL PARK 85,000
    FRIENDS OF ISTITUTO BRUNO LEONI
    C/O WEBSTER CHAMBERLAIN BEAN LLP
    1747 PENNSYLVANIA AVE NW STE 100
    WASHINGTON,DC20006
      PUBLIC CHARITY A BROADER EDUCATIONAL PROJECT TO ENHANCE AND EXPAND ITS EDUCATIONAL EFFORTS ONLINE. 30,000
    FUND FOR AMERICAN STUDIES
    1706 NEW HAMPSHIRE AVENUE NW
    WASHINGTON,DC20009
      PUBLIC CHARITY INSTITUTE FOR LEADERSHIP IN THE AMERICAS, THE ROBERT NOVAK JOURNALISM FELLOWSHIP PROGRAM, AND THE CREATION OF THE DIANA DAVIS SPENCER INTERNATIONAL AFFAIRS FELLOWSHIP FOR STUDENTS ATTENDING THE INSTITUTE OF ECONOMICS AND INTERNATIONAL AFFAIRS 300,000
    FUNDS FOR PUBLIC SCHOOLS INC
    421 EAST 106TH ST
    NEW YORK,NY10029
      PUBLIC CHARITY AFTER SCHOOL PROGRAM 145,000
    GEORGE MASON UNIVERSITY
    4400 UNIVERSITY DR MS1A3
    FAIRFAX,VA22030
      PUBLIC CHARITY FOR THE 2020 2021 DIANA DAVIS SPENCER FOUNDATION SCHOLARSHIP PROGRAM AT THE SCHAR SCHOOL; ANY REMAINING FUNDS SHOULD BE APPLIED TO GENERAL STUDENT SUPPORT 450,000
    GEORGETOWN UNIVERSITY HOSPITAL MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL
    3800 RESERVOIR RD NW
    WASHINGTON,DC20007
      PUBLIC CHARITY COVID-19 EMERGENCY RESPONSE 100,000
    GLOBAL CENTER FOR SOCIAL ENTREPRENEURSHIP NETWORK FOUNDATION
    430 OLD NEIGHBORHOOD RD
    KINGSTON,NY12401
      PUBLIC CHARITY WHEATON COLLEGE CAMPUS CORE PROGRAM SUPPORT 200,000
    GLOUCESTER INSTITUTE INC
    8229 BOONE BOULEVARD SUITE 365
    VIENNA,VA22182
      PUBLIC CHARITY TOWARDS THE EMERGING LEADERS PROGRAM, MOTON FELLOWS PROGRAM, AND MOTON CAMPUS RENOVATIONS 400,000
    GREATER WASHINGTON COMMUNITY FOUNDATION FBO CAPITAL SPEAKERS CLUB
    1325 G ST NW STE 480
    WASHINGTON,DC20005
      PUBLIC CHARITY TOWARD GENE C. MILLER SCHOLARSHIP FUND HOSTED BY THE CAPITAL SPEAKERS CLUB 5,000
    HAZELDEN BETTY FORD FOUNDATION
    15251 PLEASANT VALLEY ROAD
    CENTER CITY,MN55012
      PUBLIC CHARITY THE EXPANSION OF THE CHILDRENS PROGRAM TO THE WASHINGTON, DC REGION 100,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002
      PUBLIC CHARITY IN SUPPORT OF PROGRAM AREAS DESCRIBED UNDER THE LEADERSHIP IN A TIME OF CRISIS INITIATIVE. 2,000,000
    HIRE HEROES USA
    1360 UNION HILL ROAD SUITE 2A
    ALPHARETTA,GA30004
      PUBLIC CHARITY INDEPENDENCE PROJECT 550,000
    HUMAN RIGHTS FOUNDATION
    350 FIFTH AVENUE SUITE 4515
    NEW YORK,NY10118
      PUBLIC CHARITY CHINA REGIME DISRUPTION INITIATIVE 200,000
    INDEPENDENT WOMENS FORUM
    4 WEEMS LANE SUITE 312
    WINCHESTER,VA22601
      PUBLIC CHARITY TOWARDS GRANTEES 2020-2021 WOMENS EDUCATION INITIATIVES 500,000
    INOVA HEALTH SYSTEM FOUNDATION
    8110 GATEHOUSE RD STE 200
    EAST FALLS CHURCH,VA22042
      PUBLIC CHARITY FOR COVID-19 SUPPORT SERVICES 100,000
    INSTITUTE FOR FAMILY STUDIES
    PO BOX 1502
    CHARLOTTESVILLE,VA22902
      PUBLIC CHARITY DEFENDING THE FAMILY IN POST-COVID AMERICA PROJECT 45,000
    INSTITUTE FOR HUMANE STUDIES
    3434 WASHINGTON BLVD MS 1C5
    ARLINGTON,VA22201
      PUBLIC CHARITY FOR PARTNERING WITH FACULTY TO ENGAGE PROMISINGUNDERGRADUATES PROJECT 75,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD SUITE 900
    ARLINGTON,VA22203
      PUBLIC CHARITY FOR PRESERVE THE AMERICAN DREAM THROUGH LITIGATION PROJECT 150,000
    INSTITUTE FOR RESPONSIBLE CITIZENSHIP INC
    1227 25TH STREET NW 6TH FLOOR
    WASHINGTON,DC20037
      PUBLIC CHARITY TO SUPPORT THE ACTIVITIES OF PREPARING TALENTED YOUNG MEN TO BECOME RESPONSIBLE CITIZENS WHO CONTRIBUTE TO THE BETTERMENT OF THE COUNTRY AND SERVE OTHER PEOPLE 400,000
    INTERCOLLEGIATE STUDIES INSTITUTE INC
    3901 CENTERVILLE RD
    WILMINGTON,DE19807
      PUBLIC CHARITY TOWARDS THE DIANA DAVIS SPENCER FOUNDATION DEBATE SERIES AT WHEATON COLLEGE 150,000
    INTERNATIONAL STUDENT HOUSE INC
    1825 R STREET NW
    WASHINGTON,DC20008
      PUBLIC CHARITY TO SUPPORT ISH-DCS RESIDENT LIFE PROGRAM 25,000
    INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION
    5614 CONNECTICUT AVE NW NO 341
    WASHINGTON,DC20015
      PUBLIC CHARITY FOR MULTIMEDIA PRODUCTION 150,000
    ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN
    246 MAIN STREET
    SOUTHWEST HARBOR,ME04679
      PUBLIC CHARITY TOWARDS IMPLEMENTING LITERACY-RICH PROGRAMS TO CHILDREN THROUGH ONLINE AND IN-PERSON LEARNING; AND TO SUPPORT PROFESSIONAL DEVELOPMENT FOR TEACHERS 25,000
    JACK KEMP FOUNDATION
    1200 NEW HAMPSHIRE AVE NW STE 800
    WASHINGTON,DC20036
      PUBLIC CHARITY JACK KEMP FOUNDATION PROJECT ON THE LONG-TERM VIABILITY OF THE FEDERAL BUDGET 50,000
    JACKSON LABORATORY
    600 MAIN STREET
    BAR HARBOR,ME04609
      PUBLIC CHARITY TOWARD AREAS OF NEUROLOGY AND THE BRAIN. IN MEMORY OF JACK MAXWELL 5,000
    JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA)
    1101 14TH AVENUE NW SUITE 1110
    WASHINGTON,DC20005
      PUBLIC CHARITY GRANTEE'S EDUCATIONAL PROGRAMS 400,000
    JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA)
    1101 14TH AVENUE NW SUITE 1110
    WASHINGTON,DC20005
      PUBLIC CHARITY GENERAL SUPPORT AND PARTNERING WITH DMA 200,000
    JOB CREATORS NETWORK FOUNDATION
    15455 DALLAS PKWY STE 600
    ADDISON,TX75001
      PUBLIC CHARITY FOR THE FLATTEN THE FEAR INITIATIVE 500,000
    JUBILEE JOBS INC
    2712 ONTARIO ROAD NW
    WASHINGTON,DC20009
      PUBLIC CHARITY JOB PREPARATION AND PLACEMENT SERVICES FOR LOW-INCOMES INDIVIDUALS 35,000
    JUDICIAL EDUCATION PROJECT
    3220 N STREET NW STE 268
    WASHINGTON,DC20007
      PUBLIC CHARITY ELECTION INTEGRITY INITIATIVES IN VARIOUS STATES 450,000
    JUDICIAL WATCH INC
    425 THIRD ST SW STE 800
    WASHINGTON,DC20024
      PUBLIC CHARITY FOR THE ELECTION INTEGRITY INITIATIVES 150,000
    KEYSTONE SERVICE SYSTEMS INC
    1078 GRAVEL HILL RD
    GRANTVILLE,PA17028
      PUBLIC CHARITY TOWARDS THE POLICE-DOG DETECTION TRAINING PROGRAM 50,000
    LAND CONSERVATION ASSISTANCE NETWORK
    74 LUNT ROAD 302
    FALMOUTH,ME04105
      PUBLIC CHARITY TO SERVE AS A MATCHING GRANT FOR YEAR ONE- OF A TWO-YEAR PROJECT WITH THE USDA NATURAL RESOURCES CONSERVATION SERVICE, WHICH SEEKS TO BUILD TWO STATE - LEVEL LANDCANS (GEORGIA LANDCAN AND KANSAS LANDCAN 50,000
    LAW ENFORCEMENT LEGAL DEFENSE FUND
    2560 HUNTINGTON AVE SUITE 100
    ALEXANDRIA,VA22303
      PUBLIC CHARITY TOWARD THE REBUILDING PUBLIC SUPPORT FOR LAW ENFORCEMENT PROGRAM 200,000
    LAWYERS DEMOCRACY FUND
    56295 LITTLE MONITEAU ROAD
    CALIFORNIA,MO65018
      501(C)(4) 2020 ELECTION INTEGRITY PROJECT 225,000
    LEADERSHIP INSTITUTE
    1101 NORTH HIGHLAND STREET
    ARLINGTON,VA22201
      PUBLIC CHARITY TOWARD THE NORMANDY PROJECT 50,000
    LIFEFLIGHT FOUNDATION
    13 MAIN STREET
    CAMDEN,ME04843
      PUBLIC CHARITY FOR COVID-19 SUPPORT SERVICES IN MAINE 75,000
    LINCOLN NETWORK INC
    2443 FILLMORE ST 380-3386
    SAN FRANCISCO,CA94115
      PUBLIC CHARITY FOR THE TECH AND CHINAS SHARP POWER PROJECT 75,000
    MAIMONIDES MEDICAL CENTER
    4802 TENTH AVE
    BROOKLYN,NY11219
      PUBLIC CHARITY FOR COVID-19 SUPPORT SERVICES. 50,000
    MAINE SEACOAST MISSION
    127 WEST STREET
    BAR HARBOR,ME04609
      PUBLIC CHARITY $300,000 FOR THE ISLANDS, INLAND AND MT. DESERT ISLAND. THE GRANT IS ALLOCATED $150,000 FOR MEDICINE AND FOOD OUTREACH [THIS INCLUDES THE MT. DESERT ISLAND FOOD BANK NEEDS] AND $150,000 FOR THE EDGE PROGRAM. 300,000
    MAPLEBROOK SCHOOL INC
    5142 ROUTE 22
    AMENIA,NY12501
      PUBLIC CHARITY $100,000 FOR SUPPORT DUE TO COVID-19 IMPACT. THE COMMITTEE ALSO APPROVED A SEPARATE CHALLENGE GRANT OF $100,000. 200,000
    MARYLAND PUBLIC POLICY INSTITUTE
    ONE RESEARCH COURT SUITE 450
    ROCKVILLE,MD20850
      PUBLIC CHARITY FREE-MARKET POLICY SOLUTIONS PROJECT 100,000
    MASTERS SCHOOL
    49 CLINTON AVENUE
    DOBBS FERRY,NY10522
      PUBLIC CHARITY TOWARDS THE ANNUAL FUND 8,075,000
    MEDIA RESEARCH CENTER INC
    1900 CAMPUS COMMONS DRIVE 600
    RESTON,VA20191
      PUBLIC CHARITY $2,000,000 PER YEAR FOR THREE YEARS AND EACH YEAR'S FUNDS ALLOCATED WITH $1,600,000 FOR THE FREE SPEECH AMERICA AND $400,000 FOR CNS NEWS. EACH ANNUAL PORTION OF THE GRANT SHALL BE PAID BY THE FOUNDATION TO THE GRANTEE IN TWO EQUAL INSTALLMENTS PER CALENDAR GRANT YEAR, BEGINNING IN 2020: THE FIRST BY JUNE 30, OF EACH GRANT YEAR AND THE SECOND BY DECEMBER 31 OF EACH GRANT YEAR. 1,000,000
    MERCATUS CENTER INC
    3434 WASHINGTON BOULEVARD 4TH FLOOR
    ARLINGTON,VA22201
      PUBLIC CHARITY TO BE ALLOCATED AS FOLLOWS: $56,000 FOR THE ADAM SMITH FELLOWSHIP AND $4,000 FOR GENERAL SUPPORT 60,000
    MIDDLE EAST CHILDREN'S INSTITUTE INC
    63 FOREST AVENUE SUITE 5B
    LOCUST VALLEY,NY11560
      PUBLIC CHARITY TO THE CHILDREN AND WOMEN IN CRISIS INITIATIVE 50,000
    MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC
    1819 L STREET NW SUITE 500 FIFTH
    FLOOR
    WASHINGTON,DC20036
      PUBLIC CHARITY THE CHINA MEDIA STUDIES PROJECT 1,450,000
    MOUNT DESERT FESTIVAL OF CHAMBER MUSIC INC
    PO BOX 87
    MOUNT DESERT,ME04460
      PUBLIC CHARITY FOR ARTISTS FEES AND POST-CONCERT RECEPTION 15,000
    MOUNT DESERT FIRE AND RESUCE ASSOCIATION
    21 SEA ST
    NORTHEAST HARBOR,ME04662
      PUBLIC CHARITY FOR COVID-19 EMERGENCY SERVICES 10,000
    MOUNT DESERT ISLAND HOSPITAL
    10 WAYMAN LANE BAR
    BAR HARBOR,ME04609
      PUBLIC CHARITY TOWARDS GENERAL PROGRAM EXPENSES AND COVID SUPPORT 300,000
    MOVING PICTURE INSTITUTE
    375 GREENWICH ST
    NEW YORK,NY10013
      PUBLIC CHARITY TOWARDS THE MELONY ARMSTRONG STORY FILM PRODUCTION, MARKETING AND SOCIAL ACTION CAMPAIGN 200,000
    MYSA SCHOOL INC
    1500 HARVARD ST NW
    WASHINGTON,DC20009
      PUBLIC CHARITY $1,600,000 FOR SCHOLARSHIPS. THE GRANT SHALL BE PAID IN EQUAL TWO PARTS THE FIRST IMMEDIATELY, THEN THE BALANCE IN JANUARY 2021. 800,000
    NATIONAL ASSOCIATION OF SCHOLARS
    12 EAST 46TH STREET 6W
    NEW YORK,NY10017
      PUBLIC CHARITY FOR THE 1620 PROJECT, THE COVID CRITICAL CARE PROJECT, AND FOREIGN INFLUENCE IN AMERICAN HIGHER ED PROJECT 225,000
    NATIONAL FATHERHOOD INITIATIVE
    12410 MILESTONE CENTER DRIVE SUITE
    600
    GERMANTOWN,MD20876
      PUBLIC CHARITY TO SUPPORT THE 24/7 DAD KEY BEHAVIORS WORKSHOP 50,000
    NATIONAL HISTORY DAY
    4511 KNOX ROAD SUITE 205
    COLLEGE PARK,MD20740
      PUBLIC CHARITY FOR REMOTE PROGRAMMING 150,000
    NATIONAL PARK TRUST
    401 EAST JEFFERSON STREET SUITE 207
    ROCKVILLE,MD20850
      PUBLIC CHARITY $112,500 TO BE ALLOCATED EXCLUSIVELY TOWARD OUTDOOR CAMPING OPPORTUNITIES FOR UP TO SEVEN DC MIDDLE AND ELEMENTARY SCHOOLS, AND $32,500 TO BE ALLOCATED EXCLUSIVELY TOWARD THREE PARK OUTINGS FOR ACTIVE DUTY MILITARY FAMILIES IN THE DC AREA 145,000
    NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC
    8001 BRADDOCK ROAD
    SPRINGFIELD,VA22151
      PUBLIC CHARITY TOWARD THE STRATEGIC LITIGATION PROGRAM 125,000
    NEIGHBORHOOD HOUSE CLUB
    1 KIMBALL ROAD PO BOX 332
    NORTHEAST HARBOR,ME04662
      PUBLIC CHARITY FOR BUILDING AND GROUNDS CAPITAL IMPROVEMENT AND OPERATING SUPPORT. FOR THE PURCHASE OF THE BOILERS, UPDATED CONTROL SYSTEM, CHIMNEY LINING, NEW GARBAGE CONTAINER AND $25,000 GENERAL OPERATING SUPPORT 60,000
    NETWORK FOR TEACHING ENTREPRENEURSHIP
    120 WALL STREET 18TH FLOOR
    NEW YORK,NY10005
      PUBLIC CHARITY CEO COMPENSATION AND RELATED EXPENSES 175,000
    NETWORK FOR TEACHING ENTREPRENEURSHIP
    120 WALL STREET 18TH FLOOR
    NEW YORK,NY10005
      PUBLIC CHARITY RESPOSITIONING AND STRENGTHENING NFTE FOR SUCCESS 1,250,000
    NETWORK OF ENLIGHTENED WOMEN INC
    1360 EAST CAPITOL STREET NE
    WASHINGTON,DC20003
      PUBLIC CHARITY FOR EDUCATING, EQUIPPING, AND EMPOWERING YOUNG WOMEN FOR THE CAUSE OF FREEDOM PROJECT 90,000
    NEWTON MEDICAL CENTER FOUNDATION
    175 HIGH ST
    NEWTON,NJ07860
      PUBLIC CHARITY FOR COVID-19 RESPONSE 50,000
    NORTHEAST HARBOR LIBRARY
    PO BOX 279 1 JOY RD
    NORTHEAST HARBOR,ME04662
      PUBLIC CHARITY TO BE ALLOCATED AS FOLLOWS: $10,000 EXCLUSIVELY TOWARDS THE LIBRARY GENERAL SUPPORT FUND; AND $25,000 EXCLUSIVELY TOWARDS THE NORTHEAST HARBOR LIBRARY SCHOLARSHIP PROGRAM 35,000
    OKLAHOMA COUNCIL OF PUBLIC AFFAIRS
    1401 N LINCOLN BLVD
    OKLAHOMA CITY,OK73104
      PUBLIC CHARITY FOR THE EDUCATION CAMPAIGN TO SAVE THE ELECTORAL COLLEGE 200,000
    OPERATION OPPORTUNITY FOUNDATION AKA THE WARRIOR SCHOLAR PROJECT
    1012 14TH ST NW SUITE 1200
    WASHINGTON,DC20005
      PUBLIC CHARITY FOR THE PROJECT 2020 ACADEMIC BOOT CAMPS 200,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814
      PUBLIC CHARITY THE RECLAIMING LIBERTY PROJECT 25,000
    PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
    101 MONTGOMERY STREET SUITE 1300
    SAN FRANCISCO,CA94104
      PUBLIC CHARITY TOWARD THE 2020 HEALTH CARE COMMUNICATIONS STRATEGY PROJECT 50,000
    PENFAULKNER FOUNDATION
    641 S STREET NW 3RD FLOOR
    WASHINGTON,DC20001
      PUBLIC CHARITY TOWARD THE 40TH ANNIVERSARY PEN/FAULKNER AWARD CELEBRATION 50,000
    PHILANTHROPY ROUNDTABLE
    1120 20TH STREET SUITE 550
    WASHINGTON,DC20036
      PUBLIC CHARITY $100,000 FOR CORE OPERATING SUPPORT OF GRANTEES MAJOR INITIATIVES AND $250,000 FOR THE ALLIANCE FOR CHARITABLE EXCELLENCE PROJECT 350,000
    PLIMOTH PLANTATION INC
    137 WARREN AVE PO BOX 1620
    PLYMOUTH,MA02362
      PUBLIC CHARITY THE MAYFLOWER II RESTORATION PROJECT 500,000
    PROPTER STRATEGIES INC
    15150 PRESTON RD STE 300
    DALLAS,TX75248
      PUBLIC CHARITY GENERAL OPERATING EXPENSES FOR THEIR RESEARCH AND EDUCATION 600,000
    PSSI WASHINGTON INC
    1010 WISCONSIN AVE NW SUITE 250
    WASHINGTON,DC20007
      PUBLIC CHARITY THE CHINA/RUSSIA CAPITAL MARKETS TRANSPARENCY INITIATIVE PROJECT 250,000
    PUBLIC INTEREST LEGAL FOUNDATION INC
    32 E WASHINGTON ST STE 1675
    INDIANAPOLIS,IN46204
      PUBLIC CHARITY FOR PUBLIC INTEREST LITIGATION ACTIVITIES IN CONNECTION WITH THE PRESERVING THE CONSTITUTIONALFRAMEWORK OF AMERICAN ELECTIONS PROJECT. 200,000
    REACH EDUCATION INC
    300 M STREET SE SUITE 803
    WASHINGTON,DC20003
      PUBLIC CHARITY FOR THE REACH FELLOWSHIP PROGRAM 25,000
    RISING TIDE CAPITAL
    384 MARTIN LUTHER KING DRIVE
    JERSEY CITY,NJ07305
      PUBLIC CHARITY FOR THE ATLAS PROGRAM BOOKS AND VIDEOS UNDER THE SUPERVISION OF STEVE MARRIOTTI 1,800,000
    SALVATION ARMY
    2626 PENNSYLVANIA AVE NW
    WASHINGTON,DC20037
      PUBLIC CHARITY FOR THE MODERN MIDDLE EASTERN STUDIES PROGRAM AT SHALEM COLLEGE 50,000
    SHALEM FOUNDATION
    845 THIRD AVENUE SIXTH FLOOR
    NEW YORK,NY10022
      PUBLIC CHARITY COVID-19 EMERGENCY RESPONSE 75,000
    SIBLEY MEMORIAL HOSPITAL FOUNDATION
    5255 LOUGHBORO RD NW
    WASHINGTON,DC20016
      PUBLIC CHARITY TO SUPPORT THE SIBLEY CENTER FOR GYNECOLOGIC ONCOLOGY & ADVANCED PELVIC SURGERY PROGRAM AT SIBLEY IN HONOR OF DR. JEFFREY LIN 100,000
    SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY
    1300 CONSTITUTION AVE NW MRC 619
    WASHINGTON,DC20560
      PUBLIC CHARITY AMERICAN DEMOCRACY: A GREAT LEAP OF FAITH 250,000
    SPAULDING REHABILITATION HOSPITAL CORPORATION
    300 FIRST AVENUE
    CHARLESTON,MA02129
      PUBLIC CHARITY FOR THE JOHN MEANS SPENCER CAREGIVER AWARD AND THE NURSING PROFESSIONAL DEVELOPMENT AWARD 100,000
    SPECIAL OPERATIONS WARRIOR FOUNDATION
    1137 MARBELLA PLAZA DRIVE
    TAMPA,FL33619
      PUBLIC CHARITY TO SUPPORT STUDENTS IN THE SOWF PROGRAM WHO ARE AFFECTED BY THE PANDEMIC STATE OF EMERGENCY 150,000
    STATE POLICY NETWORK
    1655 N FORT MYER DRIVE SUITE 360
    ARLINGTON,VA22209
      PUBLIC CHARITY EMPOWERING STATE LEADERS PROGRAM 100,000
    SUBURBAN HOSPITAL FOUNDATION INC
    8600 OLD GEORGETOWN ROAD
    BETHESDA,MD20814
      PUBLIC CHARITY SUBURBAN HOSPITAL EMERGENCY PREPAREDNESS - COVID-19 RESPONSE 100,000
    SUMMER SEARCH
    1528 WALNUT STREET SUITE 1006
    PHILADELPHIA,PA19102
      PUBLIC CHARITY TOWARDS EXPANDING ENTREPRENEURIAL SCHOOL PARTNERSHIPS AND CAREER READINESS WORK PROGRAMS 40,000
    SUSAN B ANTHONY LIST INC EDUCATION FUND (CHARLOETTE LOZIER INSTITUTE)
    2800 SHIRLINGTON RD STE 1200
    ARLINGTON,VA22206
      PUBLIC CHARITY LAUNCHING THE LIFE SCIENCE & LAW RESOURCE BANK 100,000
    TEA PARTY PATRIOTS FOUNDATION INC
    1025 ROSE CREEK DR 322 600
    WOODSTOCK,GA30189
      PUBLIC CHARITY GENERAL OPERATING SUPPORT FOR THEIR TEA PARTY OUTREACH TRAINING 75,000
    TENEO NETWORK INC
    2605 W 8TH STREET C/O EVAN BAEHR
    AUSTIN,TX78703
      PUBLIC CHARITY TO BE USED FOR BUILDING AND SUPPORTING THE TENEO COMMUNITY, INCLUDING WORK RELATED TO THE COVID PANDEMIC 250,000
    TEXAS A&M UNIVERSITY
    2132 ALLEN BUILDING 4220 TAMU
    COLLEGE STATION,TX77843
      PUBLIC CHARITY SUPPORT FOR THE BUSCH SCHOOL'S DEVELOPMENT OF A NEW WASHINGTON DC BASED GRADUATE PROGRAM 5,500,000
    TEXAS PUBLIC POLICY FOUNDATION
    901 CONGRESS AVENUE
    AUSTIN,TX78701
      PUBLIC CHARITY THE ELECTION INTEGRITY PROJECT 200,000
    THOMAS MORE SOCIETY
    309 W WASHINGTON ST STE 1250
    CHICAGO,IL60606
      PUBLIC CHARITY FOR THE ELECTION INTEGRITY INITIATIVES 250,000
    TRUST FOR THE NATIONAL MALL
    1300 PENNSYLVANIA AVE NW STE 370
    WASHINGTON,DC20004
      PUBLIC CHARITY GENERAL SUPPORT FOR THE TRUST FOR THE NATIONAL MALL CAPACITY BUILDING EFFORTS FOR PROGRAMMATIC DEVELOPMENT 2020 30,000
    TURNING POINT USA
    27 1/2 ILLINOIS ST
    LEMONT,IL60439
      PUBLIC CHARITY THE NATIONAL FIELD PROGRAM AND NATIONAL EVENT PROGRAM 500,000
    UNITED SERVICE ORGANIZATION INC
    2111 WILSON BOULEVARD SUITE 1200
    ARLINGTON,VA22201
      PUBLIC CHARITY COMBAT COVID-19 PROGRAM 100,000
    US FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS
    701 PENNSYLVANIA AVE NW 123
    WASHINGTON,DC20004
      PUBLIC CHARITY TO INSTALL A NATIONAL WORLD WAR I MEMORIAL IN WASHINGTON, DC $1,000,000 OVER FOUR YEARS 250,000
    V5 INITIATIVE INC
    PO BOX 40471
    WASHINGTON,DC20016
      PUBLIC CHARITY FOR TACKLING THE VENEZUELAN CRISIS PROJECT 150,000
    VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC
    300 NEW JERSEY AVENUE NW SUITE 900
    WASHINGTON,DC20001
      PUBLIC CHARITY FOR THE MARXISM IN AMERICA PROJECT 350,000
    VIRGINIA INSTITUTE FOR PUBLIC POLICY
    490 COURT STREET SUITE 2
    ABINGDON,VA24210
      PUBLIC CHARITY TOWARDS THE TUESDAY MORNING GROUP COALITION IMPACT AND ELECTION INTEGRITY PROGRAM 100,000
    VITAL VOICES GLOBAL PARTNERSHIP
    1625 MASSACHUSETTS AVE NW STE 300
    WASHINGTON,DC20036
      PUBLIC CHARITY TOWARD THE 2020 VITAL VOICES GLOBAL LEADERSHIP AWARDS 5,000
    WASHINGTON TENNIS & EDUCATION FOUNDATION INC
    5220 16TH STREET NW
    WASHINGTON,DC20011
      PUBLIC CHARITY FOR GENERAL SUPPORT AND PROGRAMMING, INCLUDING FOR UNDERSERVED POPULATIONS IN THE WASHINGTON AREA 100,000
    WHEATON COLLEGE
    26 EAST MAIN ST
    NORTON,MA02766
      PUBLIC CHARITY ENDOWMENT FOR PROFESSORSHIP AND CHALLENGE GRANT 2,110,000
    WHITE HOUSE HISTORICAL ASSOCIATION NATIONAL COUNCIL
    1610 H STREET NW
    WASHINGTON,DC20006
      PUBLIC CHARITY FOR THE ENDURANCE FUND 175,000
    WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
    1300 PENNSYLVANIA AVE NW STE 8
    WASHINGTON,DC20004
      PUBLIC CHARITY TO SUPPORT THE DIRECTORS FUND AND RELATED PROGRAMS 250,000
    YALE NEW HAVEN HOSPITAL
    20 YORK ST
    NEW HAVEN,CT06510
      PUBLIC CHARITY FOR COVID-19 EMERGENCY SERVICES 50,000
    YOUNG AMERICAORG INC
    37 NORTH ORANGE AVE 500
    ORLANDO,FL32801
      PRIVATE OPERATING FO FOR SOCIAL MEDIA PROJECTS 150,000
    YOUNG AMERICANS AGAINST SOCIALISM
    PO BOX 345
    CAMBRIDGE,NY12816
      PUBLIC CHARITY EDUCATIONAL AND PROMOTIONAL VIDEOS 50,000
    Total .................................bullet 3a 64,845,000
    bApproved for future payment
    CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC
    3780 VT 100A
    PLYMOUTH,VA05056
      PUBLIC CHARITY $100,000 TO DISTRIBUTED OVER THE NEXT (3) THREE YEARS STARTING IN MAY 2021 (2022, 2023) EXCLUSIVELY TOWARDS THE CALVIN COOLIDGE SCHOLARSHIP PROGRAM 100,000
    MASTERS SCHOOL
    49 CLINTON AVENUE
    DOBBS FERRY,NY10522
      PUBLIC CHARITY TO REPLACING THE CONSTRUCTION AND CHALLENGE GRANTS THAT IT PREVIOUSLY APPROVED ON SEPTEMBER 23RD, 2020 WITH A SINGLE GRANT PLEDGE OF $20,000,000 TO BE PAID BY FEBRUARY 8, 2022 TOWARDS CONSTRUCTION OF THE MASTERS SCHOOL INNOVATION AND ENTREPRENEURSHIP CENTER. 20,000,000
    THE JACKSON LABORATORY
    600 MAIN STREET
    BAR HARBOR,ME04609
      PUBLIC CHARITY $2,000,000 TO BE PAID IN JANUARY 2021 FOR THE DIANA DAVIS SPENCER FOUNDATION CENTER FOR VISION RESEARCH PROJECT. $2,000,000 CHALLENGE GRANT , UNDER THE GRANT IF THE GRANTEE GENERATES $2,000,000 IN NEW GIFTS THROUGH 2023, THE FOUNDATION WILL PAY ANOTHER $2,000,000 2,000,000
    WHEATON COLLEGE
    26 EAST MAIN ST
    NORTON,MA02766
      PUBLIC CHARITY TOWARDS THE WHEATON COLLEGE DISCOVERY CENTER. THIS GRANT IS TO BE PAYABLE IN TWO INSTALLMENTS THE FIRST PAYMENT OF $2,500,000 IS TO BE PAID BY JANUARY 31ST, 2021; THE SECOND INSTALLMENT IS TO BE PAID BY MAY 31ST, 2021 2,500,000
    Total .................................bullet 3b 24,600,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 46,000  
    4 Dividends and interest from securities....     14 22,798,432  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 4,072,219  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANTS REPAID
        01 16,400,000  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 43,316,651 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    43,316,651
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 314,198 155,461   155,461

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    LAWYERS DEMOCRACY FUND
     
    56295 LITTLE MONITEAU ROAD
    CALIFORNIA,MO65018
    2020-05-26 225,000 THE GRANT IS TO FUND THE 2020 ELECTION INTEGRITY PROJECT WHICH IS TRYING TO SOLVE VITAL ISSUES RELATED TO ELECTORAL SYSTEM INTEGRITY THROUGHOUT THE UNITED STATES. 225,000 NO 2020 FINANCIALS REPORT 2020-12-31  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME (VANGUARD INTERMEDIATE TERM BOND ETF) 132,404,100 132,404,100
    FIXED INCOME (VANGUARD LONG-TERM CORP BOND) 51,203,270 51,203,270
    FIXED INCOME (VANGUARD TOTAL BOND MARKET ETF) 141,818,339 141,818,339

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS - REAL ESTATE 409,640 409,640
    COMMON STOCKS- COMMUNICATION SERVICES 4,244,626 4,244,626
    COMMON STOCKS- CONSUMER DISCRETIONARY 5,704,094 5,704,094
    COMMON STOCKS- CONSUMER STAPLES 1,442,218 1,442,218
    COMMON STOCKS- DOMESTIC 92,046,845 92,046,845
    COMMON STOCKS- ENERGY 656,792 656,792
    COMMON STOCKS- FINANCIALS 5,850,177 5,850,177
    COMMON STOCKS- FOREIGN 2,927,790 2,927,790
    COMMON STOCKS- HEALTH CARE 7,861,717 7,861,717
    COMMON STOCKS- INDUSTRIALS 4,219,843 4,219,843
    COMMON STOCKS- INFORMATION TECHNOLOGY 12,539,002 12,539,002
    COMMON STOCKS- MATERIALS 1,460,578 1,460,578
    COMMON STOCKS- UTILITIES 1,659,198 1,659,198
    DOMESTIC EQUITY 91,768,992 91,768,992

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    US Government Securities - End of Year Book Value:

    247,355,441
    US Government Securities - End of Year Fair Market Value:

    247,355,441
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ATLAS POINT OPPORTUNITY FUND LLC FMV 38,293 38,293
    BLACKSTONE TACTICAL OPPORTUNITIES FUND II FMV 6,071,245 6,071,245
    DEBT (ATLAS POINT PRIVATE CREDIT OPPORTUNITY) FMV 161,909 161,909
    GROWTH CAPITAL (PINEBROOK CAPITAL) FMV 469,981 469,981
    HEDGED EQUITY FUND - ACL ALTERNATIVE FUND SAC LIMITED FMV 82,990,577 82,990,577
    HEDGED FUND - ACL ALTERNATIVE FUND DEPRECIATION DEPOSIT FMV 1,964,692 1,964,692
    HEDGED FUND - AHL (CAYMEN) SPC CI A1 EVOLUTION FMV 43,926,966 43,926,966
    HEDGED FUND - ELLIOT CO FMV 9,573,090 9,573,090
    HEDGED FUND - GRAHAM ABSOLUTE RETURN FMV 57,856,700 57,856,700
    HEDGED FUND - MILLENNIUM INTERNATIONAL, LTD FMV 82,702,237 82,702,237
    HEDGED FUND - MILLENNIUM INTERNATIONAL, LTD FMV 7,778,289 7,778,289
    HEDGED FUND - POINTER OFFSHORE LTD FMV 107,188,955 107,188,955
    HEDGED FUND - WMQS GLOBAL EQUITY OFFSHORE CI F-2 FMV 45,681,238 45,681,238
    MISCELLANEOUS (WISHBONE STRATA LP) FMV 427,080 427,080
    OAKTREE OPPORTUNITIES FUND X FMV 2,691,818 2,691,818
    OAKTREE OPPORTUNITIES FUND XB FMV 4,341,842 4,341,842
    PRIVATE ADVISORS SMALL COMPANY PEF VII FMV 5,334,698 5,334,698
    PRIVATE EQUITY FUND (ENERGY CAPITAL INVESTORS) FMV 12,069 12,069
    PRIVATE EQUITY FUND (EXCEL VENTURE FUND II) FMV 225,737 225,737
    PRIVATE EQUITY FUND (LANDMARK INVESTORS) FMV 37,252 37,252
    PRIVATE EQUITY FUND (WLR RECOVERY V INVESTORS) FMV 208,717 208,717
    SCHRODER FOCUS II FMV 9,089,680 9,089,680
    OAKTREE OPPORTUNITIES FUND XI FMV 1,072,831 1,072,831
    HEDGED FUND - EXODUS POINT PARTNERS INT'L FUND FMV 15,424,272 15,424,272

    TY 2020 LandEtcSchedule2
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 364,338 232,481 131,857 131,857
    COMPUTER SOFTWARE 479,400 306,283 173,117 173,117
    LEASEHOLD IMPROVEMENT 1,304,321 394,959 909,362 909,362


    TY 2020 LegalFeesSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 1,234,826 123,483   1,084,293


    TY 2020 OtherAssetsSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSITS 4,903 4,903 4,903


    TY 2020 OtherExpensesSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 113,857 0   121,810
    OFFICE SUPPLIES 31,769 0   32,164
    POSTAGE & DELIVERY 2,543 0   2,543
    TELEPHONE & FAX 13,326 0   14,827
    SUBSCRIPTIONS & MEMBERSHIPS 11,103 0   15,191
    EQUIPMENT RENTAL & MAINTENANCE 19,770 0   19,770
    OTHER FEES 11,719 0   11,719
    PARTNERSHIP EXPENSES 0 2,252,840   0
    BANK FEES 7,636 5,529   2,107
    AMORTIZATION 119,741 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP ORDINARY INCOME   4,579  
    PARTNERSHIP ROYALTIES   11,121  
    PARTNERSHIP OTHER INCOME   74,165  
    PARTNERSHIP RENTAL INCOME   -37,886  
    GRANTS REPAID 16,400,000   16,400,000


    TY 2020 OtherIncreasesSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 81,778,755


    TY 2020 OtherLiabilitiesSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED RENT 64,883 74,252
    DEFERRED LEASEHOLD INCENTIVE 184,888 158,157
    DEFERRED TAX LIABILITY 2,205,532 2,655,483


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 47,980 28,788   19,192
    RETIREMENT MANAGEMENT 22,967 0   21,289
    INVESTMENT FEES - ATLANTIC TRUST 154,060 167,995   0
    INVESTMENT FEES - FSTC 2,187,521 2,187,521   0
    CONSULTING - MANAGEMENT 374,000 416,358   20,100
    CONSULTING-COMPUTER SUPPORT 108,978 0   195,448
    CONSULTING - GRANTEES 191,557 0   191,557
    CONSULTING - PUBLICATIONS/WRITING 0 280   0


    TY 2020 TaxesSchedule
    Name:
    DIANA DAVIS SPENCER FOUNDATION INC
    EIN:
    20-3672969
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 133,310 65,544   65,544
    WORKERS COMP PREMIUMS 1,040 746   746
    FOREIGN TAXES 0 0   0
    EXCISE TAX 791,544 0   0