Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 04-01-2021 , and ending 03-31-2022
Name of foundation
The Spencer Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)625 N Michigan Avenue 1600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60611
A Employer identification number

36-6078558
B Telephone number (see instructions)

(312) 337-7000
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$670,624,797J 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) 100,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,485 5,485  
4 Dividends and interest from securities... 12,641,944 12,641,944  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 19,723,396
b Gross sales price for all assets on line 6a 24,378,682
7 Capital gain net income (from Part IV, line 2)... 19,721,980
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)....... Click to see attachment 1,315 0  
12 Total. Add lines 1 through 11........ 32,472,140 32,369,409  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,498,624 108,711   1,389,913
14 Other employee salaries and wages...... 2,061,303 222,155   1,839,148
15 Pension plans, employee benefits....... 348,638 37,009   1,222,089
16a Legal fees (attach schedule)......... Click to see attachment 17,111 0   17,111
b Accounting fees (attach schedule)....... Click to see attachment 52,358 36,651   15,707
c Other professional fees (attach schedule).... Click to see attachment 2,048,143 418,226   1,629,917
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 619,446 0   0
19 Depreciation (attach schedule) and depletion... 198,468 9,923  
20 Occupancy.............. 399,912 5,999   393,913
21 Travel, conferences, and meetings....... 738,777 0   738,777
22 Printing and publications.......... 431 0   431
23 Other expenses (attach schedule)....... Click to see attachment 628,472 0   628,472
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,611,683 838,674   7,875,478
25 Contributions, gifts, grants paid....... 19,087,356 24,680,632
26 Total expenses and disbursements. Add lines 24 and 25 27,699,039 838,674   32,556,110
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,773,101
b Net investment income (if negative, enter -0-) 31,530,735
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 600 600 600
2 Savings and temporary cash investments......... 27,576,641 30,580,043 30,580,043
3 Accounts receivable bullet260,053
Less: allowance for doubtful accounts bullet   232,961 260,053 260,053
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.......... 244,147 73,765 73,765
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 491,924,856 Click to see attachment496,302,473 496,302,473
c Investments—corporate bonds (attach schedule)....... 151,627,722 Click to see attachment142,696,057 142,696,057
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 700,000 0 0
14 Land, buildings, and equipment: basis bullet2,085,373
Less: accumulated depreciation (attach schedule) bullet1,373,567 357,561 Click to see attachment711,806 711,806
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 672,664,488 670,624,797 670,624,797
Liabilities 17 Accounts payable and accrued expenses.......... 214,228 342,157
18 Grants payable................. 29,595,261 24,434,306
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 attachment9,210,540 Click to see attachment8,367,455
23 Total liabilities (add lines 17 through 22)......... 39,020,029 33,143,918
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........... 633,644,459 637,480,879
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)..... 633,644,459 637,480,879
30 Total liabilities and net assets/fund balances (see instructions). 672,664,488 670,624,797
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
633,644,459
2
Enter amount from Part I, line 27a .....................
2
4,773,101
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
638,417,560
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
936,681
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
637,480,879
Form 990-PF (2021)
Form 990-PF (2021)
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 P    
b Real Estate P 1991-06-28 2021-04-21
c
d
e
(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 23,735,855   4,013,875 19,721,980
b 641,411 58,989 700,400 0
c
d
e
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       19,721,980
b       0
c
d
e
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 19,721,980
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 438,277
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- ..... 5 438,277
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 510,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 510,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,018
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 70,705
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet70,705 RefundedBullet 11 0
Part VI-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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.spencer.org
    14
    The books are in care ofbulletAndreason Brown CFO Telephone no.bullet (312) 337-7000

    Located atbullet625 N Michigan Avenue Ste 1600ChicagoIL ZIP+4bullet606113110
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Dr Na'ilah Suad Nasir President & Director
    40.00     		652,517 73,725 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Elizabeth Carrick Chief of Staff & VP of Admin.
    40.00     		303,055 87,104 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Andreason Brown CFO & Treasurer
    40.00     		320,543 59,226 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Judy Klippenstein Board Secretary & Records Manager
    40.00     		114,176 45,584 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Carl Cohn Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Pamela Grossman Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Kirabo Jackson Director
    1.00     		5,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Nonie Lesaux Director
    1.00     		3,333 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Richard Murnane Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Erick Odmark Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Eduardo Padron Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Jane Patterson Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Rob Reich Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Cecilia Rios-Aguilar Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Mark Vander Ploeg Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Mike Williams Director
    1.00     		10,000 0 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    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
    Laura Glick Chief Investment Off
    20.00     		222,155 33,323 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    OiYan Poon Program Officer
    40.00     		133,430 61,271 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Leah Bricker Director of Programs
    40.00     		138,963 36,890 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Kathryn Gray Director of Personne
    40.00     		133,219 35,679 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Emily Krone-Phillips Communications Direc
    28.00     		128,630 19,295 0
    625 N Michigan Avenue Suite 1600
    Chicago,IL60611
    Total number of other employees paid over $50,000...................bullet 20
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    DC Baldwin Productions Event Planning 277,250
    833 W Haines Street
    Chicago,IL60642
    Wondersphere Brand Strategy & Communication 262,937
    Studio 311 201 Borough High Street
    London    
    UK
    The Vanguard Group Investment Manager 226,100
    PO Box 2900 M37
    Valley Forge,PA19482
    DFA Investments Investment Manager 117,126
    6300 Bee Cave Road Building One
    Austin,TX78746
    Storbeck Search LLC Recruitment 112,000
    1400 N Providence Road Suite 3500
    Media,PA19063
    Total number of others receiving over $50,000 for professional services.............bullet6
    Part VIII-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 Members of the program staff, working individually and in small teams, conduct independent educational research that produces knowledge to help the Spencer Foundation and other Foundations and institutions engaged in education research and related fields to improve their policies and practices. These staff members produce internal documents, publications, and presentations aimed at a broader audience of education researchers and, when relevant, practitioners and policymakers. 410,451
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    668,664,035
    b
    Average of monthly cash balances.......................
    1b
    28,600,987
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    697,265,022
    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
    697,265,022
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    10,458,975
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    686,806,047
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    34,340,302
    Part X
    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 IX, line 6..................
    1
    34,340,302
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    438,277
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    438,277
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    33,902,025
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    261,430
    5
    Add lines 3 and 4............................
    5
    34,163,455
    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 XII, line 1 ...
    7
    34,163,455
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 34,163,455
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 8,746,025
    b From 2017...... 3,395,195
    c From 2018...... 3,742,233
    d From 2019...... 550,522
    e From 2020......  
    f Total of lines 3a through e ........ 16,433,975
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 32,636,589
    a Applied to 2020, 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 2021 distributable amount..... 32,636,589
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 1,526,866 1,526,866
    (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 14,907,109
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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) .......     		100,000
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		7,119,159
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		7,687,950
    10 Analysis of line 9:
    a Excess from 2017.... 3,395,195
    b Excess from 2018.... 3,742,233
    c Excess from 2019.... 550,522
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 e-mail address of the person to whom applications should be addressed:
    Dr Na'ilah Suad Nasir
    625 N Michigan Avenue Suite 1600
    Chicago,IL606113110
    (312) 337-7000
    bThe form in which applications should be submitted and information and materials they should include:
    Application and information and materials requirements posted on website
    cAny submission deadlines:
    Deadlines posted on Foundation's website www.spencer.org
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Information posted on Foundation's website www.spencer.org
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ACTION SPORTS KIDS FOUNDATION INC
    6245 E GOLDEN SANDS DRIVE
    LONG BEACH,CA90803     		None PC 2021 General Support 1,500
    ALDER GRADUATE SCHOOL OF EDUCATION
    2964 BROADWAY
    REDWOOD CITY,CA94062     		None PC 2021 General Support 28,000
    American Federation of Teachers Education Foundation
    555 New Jersey Ave NW
    Washington,DC20001     		None PC TEACH (Together Educating America's Children) 20,000
    American Indian Center Inc
    3401 W Ainslie Street
    Chicago,IL60625     		None PC Intergeneration Community Education and Wellbeing 70,000
    American Indian College Fund
    8333 Greenwood Blvd
    Denver,CO80221     		None PC American Indian and Alaska Native College Students: Building Collaborative Data Capacity and Investigating College Access, Persistence, and Graduation Success 202,437
    Arizona State University Foundation for A New American University
    300 East University Drive
    Tempe,AZ852812061     		None PC Re-Imagining Latinx Adolescents' Academic Success: How Cultural Assets and Social Relationships Protect Against the Effects of Discrimination 74,965
    Arizona State University Foundation for A New American University
    300 East University Drive
    Tempe,AZ852812061     		None PC Supporting the Educational Journeys of Children of Incarcerated Parents through YPAR 49,670
    Arizona State University Foundation for A New American University
    300 East University Drive
    Tempe,AZ852812061     		None PC Taking Stands and Transforming Stances: An Exploratory Study of Educators Evolving Perspectives on Linguistic Diversity as a Classroom Resource 43,916
    Auburn University
    Lem Morrison Drive
    Auburn,AL36849     		None GOV Exploring Education for Providing LGBTQ+ -Affirming Mental Health Care in Alabama 50,000
    Bank Street College of Education
    610 W 112 St
    New York,NY10025     		None PC Early Childhood Care & Education Quality with Equity at the Center 50,000
    BELLXCEL
    ONE UNIVERSITY AVE
    WESTWOOD,MA02090     		None PC 2021 General Support 7,500
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		None PC 2021 General Support 450
    Boise State University
    1910 University Dr
    Boise,ID83725     		None GOV More Than an Athlete: Exploring High School Athletes' Engagement in Activism 59,200
    Boston College Trustees
    140 Commonwealth Avenue
    Chestnut Hill,MA02467     		None PC Comparability, Validity and Fairness in International Performance Assessment of Critical Thinking among Different Ethnic, Social, and Cultural Student Groups 75,000
    Brandeis University
    415 South St
    Waltham,MA024549110     		None PC Co-Funded with Joyce Foundation: Modeling Discriminatory Debt and Wealth Extraction: A Study of Racialized Recruitment and Disparate Impacts of For-Profit Higher Education (Part 2) 25,215
    BRIGHT PROMISES FOUNDATION
    70 E LAKE STREET
    CHICAGO,IL60625     		None PC 2021 General Support 3,750
    Brown University
    One Prospect Street
    Providence,RI02912     		None PC How Changing Neighborhood and School Contexts Shape Mental Health and Educational Attainment from Childhood to Early Adulthood 125,671
    Brown University
    One Prospect Street
    Providence,RI02912     		None PC Matching in Multilevel Contexts 92,164
    Brown University
    One Prospect Street
    Providence,RI02912     		None PC The Community Decides Project: Empowering Minoritized Communities to Facilitate School Improvement 75,000
    CALIF STATE UNIV SAN BERNARDINO PHILANTHROPIC FOUNDATION
    5500 UNIVERSITY PARKWAY AD-104
    SAN BERNARDINO,CA92407     		None PC 2021 General Support 1,500
    CASTILLEJA SCHOOL
    1310 BRYANT STREET
    PALO ALTO,CA94301     		None PC 2021 General Support 4,350
    Center for Impact Research
    1044 Gunderson Ave
    Oak Park,IL60304     		None PC Pathways Initiative: Bringing New Evaluators of Color into the Field Project Overview 15,000
    CENTRAL MICHIGAN UNIVERSITY
    CARLIN ALUMNI HOUSE
    MT PLEASANT,MI48859     		None PC 2021 General Support 3,000
    Chalkbeat
    1239 Broadway 703B
    New York,NY10001     		None PC Coverage of education research and scholarship 50,000
    CHICAGO ARCHITECTURE CENTER
    111 E WACKER DRIVE
    CHICAGO,IL60601     		None PC 2021 General Support 4,500
    CHICAGO DANCE CRASH
    2530 WEST ARGYLE STREET
    CHICAGO,IL60625     		None PC 2021 General Support 7,500
    Chicago Public Media
    848 E Grand Avenue
    Chicago,IL60611     		None PC WBEZ's Education Desk 50,000
    CHILDREN'S MOVEMENT OF FLORIDA
    3250 SW 3RD AVE
    MIAMI,FL33129     		None PC 2021 General Support 300
    CITY YEAR INC
    287 COLUMBUS AVE
    BOSTON,MA02716     		None PC 2021 General Support 3,000
    Clark University
    950 Main St
    Worcester,MA016101477     		None PC Measurement of Parent and Teacher Critical Consciousness 49,627
    Colorado State University
    102 Administration Building
    Fort Collins,CO805230100     		None GOV A Participatory, Human Centered Design Approach to Reimagining Racial Justice in Schools 50,000
    Common App Inc
    3003 Washington Blvd
    Arlington,VA22201     		None PC Long-Term Effects of Banning the Box in College Admissions 50,000
    COMPASS FOR KIDS INC
    501 S 4TH STREET
    SPRINGFIELD,IL62701     		None PC 2021 General Support 375
    Council On Foundations Inc
    1255 23rd Street Suite 200
    Washington,DC20037     		None PC 2021 Membership Renewal 19,000
    Council On Foundations Inc
    1255 23rd Street Suite 200
    Washington,DC20037     		None PC 2022 Membership Renewal 19,000
    CSU Fullerton Auxiliary Services Corporation
    1121 N State College Blvd
    Fullerton,CA928313014     		None PC Preparing Teacher Candidates to Foster Deeper Learning Through Inclusive Practices: A Case Study of One Exemplary Dual Licensure Teacher Education Program 59,956
    CSU Fullerton Auxiliary Services Corporation
    1121 N State College Blvd
    Fullerton,CA928313014     		None PC Project LEARN: Language, Equity, and Action Research with Newcomer Students 119,497
    Curators of the University of Missouri on Behalf of the University of Misso
    One University Boulevard
    Saint Louis,MO631214400     		None GOV Countering the Unintended Consequences of School Reforms: Communally-bonded Schools Reconnecting Black Students, Strengthening Communities, and Improving Educational Outcomes 217,568
    Duquesne University
    Administration Bldg 600 Forbes Ave
    Pittsburgh,PA15282     		None PC Community Service Learning: Building on Refugee-background Students' Language and Literacy Practices through Digital Storytelling 50,000
    Editorial Projects in Education
    6935 Arlington Road Suite 100
    Bethesda,MD20814     		None PC Bringing Educators Up to Speed With Research on Schooling 50,000
    EDSOURCE INC
    436 14TH ST
    OAKLAND,CA94612     		None PC 2021 General Support 3,000
    Education Writers Association
    1825 K Street NW Suite 200
    Washington,DC20006     		None PC Enhancing Reporter Coverage and Understanding of Education Research 50,000
    Emory University
    408 Administration Building 201
    Dowman Drive
    Atlanta,GA30322     		None PC The Bereavement Achievement Gap: Black-White Disparities in Mortality and Educational Attainment 75,000
    ENGAGING SCHOOLS
    23 GARDEN ST
    CAMBRIDGE,MA02138     		None PC 2021 General Support 100
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		None PC 2021 General Support 2,000
    EVANS SCHOLARS FOUNDATION
    2501 PATRIOT BOULEVARD
    GLENVIEW,IL60026     		None PC 2021 General Support 750
    Ewha Womans University
    52 Ewhayeodae-gil Seodaemun-gu
    Seoul   120-750
    KS     		None PC Evaluating the Quality of Common Items using Differential Item Functioning and Item Parameter Drift in Longitudinal TIMSS Data Sets during 2007 - 2019 49,720
    Florida International University Board of Trustees
    11200 S W 8 Street 11200 SW 8th
    Street CSC 346
    Miami,FL33199     		None GOV The impacts of antiracist practices in gateway introductory biology courses 75,000
    Forefront
    208 South LaSalle Street Suite 1540
    Chicago,IL60604     		None PC 2021 Connecting Community and Philanthropy Event & Additional Support 6,500
    Forefront
    208 South LaSalle Street Suite 1540
    Chicago,IL60604     		None PC 2021 Virtual Summit Support 5,000
    FOREFRONT
    200 W MADISON ST
    CHICAGO,IL60606     		None PC 2021 General Support 4,500
    Freedom Bound Center
    4101 67th St
    Sacramento,CA95820     		None PC Youth Wellness Teacher Summer Fellowship 75,000
    George Mason University
    4400 University Dr
    Fairfax,VA220304444     		None GOV Transmodalising with Technology in Science (TTS) 59,915
    Georgia State University Research Foundation
    Office of Sponsored Proposals and
    Awards 58 Edgewood Avenue NE 3rd Fl
    Atlanta,GA303023999     		None PC The role of gesture in video-learning for children with autism and with typical development 49,888
    Gettysburg College
    300 N Washington St
    Gettysburg,PA17325     		None PC Decolonial Peace and Justice Education: A Transatlantic Study of Four Afro-Centric Youth-based Organizations 50,000
    Governing Council of the University of Toronto
    27 Kings College Circle
    Toronto,OntarioM5S 1A1
    CA     		None PC Reconciliatory Education: Examining the new "First Voices" course 48,219
    Grantmakers for Education
    700 SW 5th Avenue Suite 4000
    Portland,OR97204     		None PC 2021-2022 Annual Membership 4,200
    Grassroots Indigenous Multimedia
    PO Box 1370
    Hayward,WI54843     		None PC Reclaiming Land and Languages Through Indigenous Community-Based Mobile Game Design 43,954
    Hebrew University of Jerusalem
    Mt Scopus
    Jerusalem   9190501
    IS     		None PC Queer Pedagogy: Practical Knowledge and Theory 50,000
    HIAS PENNSYLVANIA
    600 CHESTNUT ST
    PHILADELPHIA,PA19106     		None PC 2021 General Support 2,000
    HITOPS INC
    300 WITHERSPOON ST
    PRINCETON,NJ08542     		None PC 2021 General Support 300
    IMPAC FUND INC
    121 ALHAMBRA PLAZA
    CORAL GABLES,FL33134     		None PC 2021 General Support 750
    Independent Sector
    1602 L Street NW Suite 900
    Washington,DC20036     		None PC 2022 Membership Renewal 12,500
    James B Hunt Jr Institute for Educational Leadership and Policy Foundation
    4000 Centregreen Way Suite 301
    Cary,NC27513     		None PC One Million Teachers of Color 35,000
    Johns Hopkins University
    3400 N Charles St Mason Hall
    Baltimore,MD212182688     		None PC Nobody Asked Me Campaign: Co-producing Policies and Re-imagining Educational Equity 75,000
    Kansas State University
    Anderson Hall
    Manhattan,KS66506     		None PC Chartering a Spatially Just and Equitable Rural Education Research Agenda 150,000
    Kids First Chicago for Education
    21 South Clark Street Suite 4301
    Chicago,IL60603     		None PC Kids First Chicago: Inclusive Stakeholder Engagement to Reimagine CPS's Measurement and Accountability 75,000
    Lawyers' Committee for Civil Rights Under Law
    1500 K street NW Suite 900
    Washington,DC20005     		None PC Black Voices for Black Justice Fund 25,000
    LEAP Innovations
    20 W Kinzie Street Suite 1500
    Chicago,IL60654     		None PC K-12 Remote Learning, Race, and Innovation 75,000
    LEARN CHARTER SCHOOL NETWORK
    3021 W CARROLL AVE
    CHICAGO,IL60612     		None PC 2021 General Support 7,500
    Learning Policy Institute
    1530 Page Mill Road Suite 250
    Palo Alta,CA94304     		None PC Support for Two Post-Doctoral Scholars at the Learning Policy Institute 258,750
    Loughborough University
    Epinal Way
    Loughborough   LE11 3TU
    UK     		None PC Improving Conceptual Understanding of University Mathematics Through Comparing and Contrasting Students' Mathematical Writing 49,287
    LUNA NOVA MUSIC
    1794 CARR AVENUE
    MEMPHIS,TN38104     		None PC 2021 General Support 1,750
    MACALESTER COLLEGE
    1600 GRAND AVE
    ST PAUL,MN55105     		None PC 2021 General Support 15,000
    Massachusetts Institute of Technology
    77 Massachusetts Avenue
    Cambridge,MA021394307     		None PC Understanding the Impact of Integration Policies in New York City Public Schools 195,653
    Metropolitan State University of Denver
    1201 5th Street
    Denver,CO80204     		None GOV Centering Trauma-Informed Practices (TIP) to Sustain TIP Knowledge and Reduce Secondary Traumatic Stress in Novice Teachers: An Interdisciplinary Research-Practice Partnership. 132,197
    Michigan State University
    Hannah Administration Building 426
    Auditorium Road Room 2
    East Lansing,MI488242600     		None PC Forms of Freedom: The Art and Design of Black and Indigenous Creative Public Pedagogies 74,514
    Michigan State University
    Hannah Administration Building 426
    Auditorium Road Room 2
    East Lansing,MI488242600     		None PC Special Education in Indian Country: Challenges and Insights from Applying Indigenous Models of Disability in Schools 46,989
    Michigan State University
    Hannah Administration Building 426
    Auditorium Road Room 2
    East Lansing,MI488242600     		None PC Understanding marginalized youth's secondary education experiences: A mixed-methods study of Colombia, India, and Malawi 186,184
    MILPA
    339 Melody Lane
    Salinas,CA93901     		None PC House of Youth: Community-Based Transformative Teachings among Formerly-Incarcerated Chicanx-Indigenous Youth in California 74,998
    Minnesota Public Radio American Public Media
    480 Cedar Street
    Saint Paul,MN55101     		None PC APM Reports Education Documentaries, 2019-2022 133,333
    MIRAMONTE HIGH SCHOOL
    750 MARAGA WAY
    ORINDA,CA94563     		None PC 2021 General Support 24,120
    MIRAMONTE HIGH SCHOOL BOOSTERS CLUB
    PO BOX 1961
    ORINDA,CA94563     		None PC 2021 General Support 250
    Missouri State University
    901 S National
    Springfield,MO65897     		None GOV Assessing the Education of English Learners during the COVID-19 Pandemic in the Springfield R-XII School District in Missouri 49,981
    Montclair State University
    1 Normal Avenue
    Montclair,NJ070431624     		None GOV Teacher Diversity, Retention, and Muslim-American Teachers 177,519
    MOTHER CAROLINE ACADEMY & EDUC CTR
    515 BLUE HILL AVENUE
    DORCHESTER,MA02121     		None PC 2021 General Support 500
    MOUNT HOLYOKE COLLEGE
    OFFICE OF ADVANCEMENT
    SOUTH HADLEY,MA01075     		None PC 2021 General Support 25,000
    National Academy of Education
    500 Fifth Street NW
    Washington,DC20001     		None POF NAEd/Spencer Dissertation Fellowship Program (Cohorts 2021-22, 2022-23, 2023-24) 1,705,139
    National Academy of Education
    500 Fifth Street NW
    Washington,DC20001     		None POF NAEd/Spencer Postdoctoral Fellowship Program (Cohorts 2021-22, 2022-23, 2023-24) 2,499,872
    National Opinion Research Center
    55 E Monroe FL 20
    Chicago,IL60603     		None PC Advancing Equitable Access and Use of Research to Promote Improvements in Educational Policies and Practices within the Migrant and Seasonal Head Start Community 15,450
    National Public Radio
    1111 North Capitol St NE
    Washington,DC20002     		None PC Education Reporters and Researchers Symposium 50,000
    NATIVITY PREPARATORY SCHOOL
    39 LAMARTINE STREET
    JAMAICA PLAIN,MA02130     		None PC 2021 General Support 500
    New Schools Fund
    49 Stevenson Street Suite 575
    San Francisco,CA94105     		None PC Racial Equity Funder Community of Practice 30,000
    New York University
    70 Washington Sq South
    New York,NY100121091     		None PC Making Mindfulness Stick: Encouraging Daily Meditation Practice for Student Mental Well-being 50,000
    New York University
    70 Washington Sq South
    New York,NY100121091     		None PC Organizing Family and Community: Collective Parent Action and Intergenerational Learning 196,399
    New York University
    70 Washington Sq South
    New York,NY100121091     		None PC The Effects of Public Housing on Children 50,000
    NIGHT MINISTRY
    1735 N ASHLAND AVE
    CHICAGO,IL60622     		None PC 2021 General Support 750
    Northeastern Illinois University
    5500 N Saint Louis Ave
    Chicago,IL606254699     		None GOV Mapping the Intersections of Post-Secondary Education / Incarceration 50,000
    Northeastern University
    360 Huntington Ave
    Boston,MA021155005     		None PC Biographical Disruption? Transitions from College to Adulthood Amid the Pandemic and Its Aftermath: A Longitudinal Study 49,999
    Northeastern University
    360 Huntington Ave
    Boston,MA021155005     		None PC Robert Morris: An Advocate for Educational Justice in Nineteenth-Century Boston 49,921
    Northwestern University
    633 Clark St
    Evanston,IL60208     		None PC Networking Opportunities for Junior Education Scholars in the Wake of Covid-19 50,216
    Northwestern University
    633 Clark St
    Evanston,IL60208     		None PC Race-based Biological Stress, Ethnic-Racial Identity, and Educational Outcomes: New Approaches to Studying Academic Achievement Gaps 90,306
    Northwestern University
    633 Clark St
    Evanston,IL60208     		None PC Spencer Large Grant: A modernizing engineering education within a traditional Islamic society: A study of knowledge, learning, and identity in the early life of Sharif University of Technology, 1966-1979 175,910
    Northwestern University
    633 Clark St
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    NU CHI FOUNDATION
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    Queen's University Belfast
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    Belfast   B17 1NN
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    1960 Kenny Road
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    1960 Kenny Road
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    Ann Arbor,MI48109     		None PC The Urban Learning & Leadership Collaborative: Leveraging a Community-Based Research Alliance for Dismantling the School-to-Prison Pipeline Intruding on Detroit 178,804
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    34th Spruce Street
    Philadelphia,PA191046303     		None PC Don't Take That Tone With Me': Linguistic Variation and Disciplinary Action on African American Children in Schools 306,773
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    Auckland   1010
    NZ     		None PC Is this a safe thing to do? Exploring schools' uses of 'safety and the construction of citizens "at risk" 49,928
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    110 Inner Campus Drive
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    110 Inner Campus Drive
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    The University of Texas at Austin
    110 Inner Campus Drive
    Austin,TX78712     		None GOV Structure-Agency in Special Education: A multilevel qualitative study of the implementation of inclusion 76,375
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    110 Inner Campus Drive
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    110 Inner Campus Drive
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    THE562 NETWORK INC
    5940 E WALTON ST
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    One Washington Square
    San Jose,CA951920257     		None PC Playing Together: Using Learning Labs to Reduce Exclusionary Disciplinary Practices for Young Children of Color with Disabilities 75,000
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    One Trinity Place
    San Antonio,TX782127200     		None PC Trinity Youth Scholars Program: Developing Latinx Critical Consciousness and Transforming Educational Pathways to Higher Education 75,000
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    One Silber Way
    Boston,MA02215     		None PC Project Civic LeAdS: Enhancing Civic Engagement of Culturally and Linguistically Diverse Families and Students with Disabilities: Legislative Advocacy in Special Education 150,805
    Trustees of Boston University
    One Silber Way
    Boston,MA02215     		None PC Re-imagining Alternative Education: Designing for Geographies of Care and Responsibility 237,926
    Trustees of Purdue University
    Hovde Hall of Administration
    West Lafayette,IN479072040     		None PC Participatory Action Research of Higher Education Connected Learning in Emergencies 50,000
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    Hovde Hall of Administration
    West Lafayette,IN479072040     		None PC Repeating acute exercise effects to maximize brain function, cognition, and academic achievement in school-aged children 50,000
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    10889 WILSHIRE BLVD
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    UNITED PHILANTHROPY FORUM
    1020 19TH STREET NW
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    Universidad de La Sabana
    Chia
    Cundinamarca    
    CO     		None PC Strengthening education in a rural community of former guerrilla members and their families: A participatory action research approach towards peace-building in Colombia 82,882
    Universitat Oberta de Catalunya
    Avenida Tibidabo 39
    Barcelona   08035
    SP     		None PC Crossing Borders to Connect Routes. Researching with educational communities to promote equity and fight racism towards immigrants in a post-pandemic world 75,000
    University Corporation at Monterey Bay
    100 Campus Center
    Seaside,CA93955     		None PC Writing from the Heart: Teacher Inquiry into Culturally Sustaining Writing Pedagogy 60,000
    University Enterprises Inc DBA Sacramento State Sponsored Research
    California State University
    Sacramento 6000 J Street
    Sacramento,CA958196111     		None PC Youth Participatory Action Research and Critical Literacy in the Context of Gentrification 59,476
    University of Alabama in Huntsville
    301 Sparkman Dr
    Huntsville,AL35899     		None GOV Impact of the COVID-19 on Families of Infants and Toddlers with Disabilities: Learning through Family Photos and Stories 50,000
    University of Birmingham
    University of Birmingham
    Edgbaston Birmingham   B15 2TT
    UK     		None PC A preliminary investigation into the learning of sacred languages 49,910
    University of Cambridge
    The Old Schools Trinity Lane
    Cambridge   CB2 1TN
    UK     		None PC Profiting from a Pandemic? The Racialized Political Economy of Investments in K-12 Edtech 49,662
    UNIVERSITY OF CHICAGO CANCER RSRCH FDN
    103 E RANDOLPH STREET
    CHICAGO,IL60601     		None PC 2021 General Support 3,750
    University of Connecticut
    352 Mansfield Road
    Storrs,CT06269     		None GOV The Impact of Summer Mathematics on Low-Income Children's Achievement and Social-Behavioral Outcomes: A Meta-Analysis 30,227
    University of Delaware
    104 Hullihen Hall
    Newark,DE19716     		None PC The Black Boy Mattering Project: Toward Transformative Relational Approaches for School Policies and Practices 49,999
    University of Delaware
    104 Hullihen Hall
    Newark,DE19716     		None PC The Intersection of Racial Equity and Time-Series Methods 50,000
    University of Denver
    2199 S University Blvd
    Denver,CO80208     		None PC Ending Data Invisibility: Identifying and Defining Regional Public Universities 49,974
    University of Embu
    PO Box 6-60100
    Embu    
    KE     		None PC Optimizing Parental Empowerment and Engagement in Early Childhood Development Education in Embu County, Kenya 46,751
    University of Florida
    University of Florida
    Gainesville,FL32611     		None GOV How Do I Talk With My Kids About the "Chinese Virus"?: Racialized Trauma, Youth Voices, And Transnational Chinese Families in the U.S. 75,000
    University of Georgia Research Foundation Inc
    Tucker Hall Room 409 310 East
    Campus Road
    Athens,GA306021589     		None PC Just Education Policy: An Institute for Developing Scholars 49,999
    University of Houston
    212 E Cullen Building
    Houston,TX772042018     		None GOV Mapping Teachers' Emotional Literacy Associated with STEM Activities 49,997
    University of Iowa
    101 Jessup Hall
    Iowa City,IA522421316     		None GOV Scholarly Book Project on the History of Lyle Spencer 65,528
    University of KwaZulu-Natal
    238 Mazisi Kunene Rd
    Durban,KZN4041
    SF     		None PC Comprehensive Sexuality Education Curriculum in rural KwaZulu-Natal, South Africa: A community-based participatory approach to contextually relevant programming 399,006
    University of Maryland at Baltimore County
    1000 Hilltop Circle
    Baltimore,MD21250     		None GOV Research Communications Plan for 'Examining the transformative potential of teachers within a full-service community high school' 13,336
    University of Maryland at College Park
    3112 Lee Building
    College Park,MD207425141     		None GOV Disparities in Investment in Children and Youth in the United States 267,696
    University of Maryland at College Park
    3112 Lee Building
    College Park,MD207425141     		None GOV Noticing Translanguaging 49,682
    University of Maryland at College Park
    3112 Lee Building
    College Park,MD207425141     		None GOV Representation Matters: Addressing the Latinx/a/o Leadership Crisis in Higher Education 75,000
    University of Massachusetts Boston
    100 Morrissey Boulevard
    Boston,MA021253393     		None GOV Intersectional Organizing: Strategies for Cross-issue Solidarity in Educational and Social Justice Movements 122,622
    University of Massachusetts Boston
    100 Morrissey Boulevard
    Boston,MA021253393     		None GOV The COVID -19 Generation - Children and Youth in and After the Pandemic 50,000
    University of Massachusetts Amherst
    374 Whitmore Building 181 President
    Drive
    Amherst,MA01003     		None GOV Implementing Ethnic Studies in K-12 Settings: A Community-Engaged Ethnography 49,926
    University of Miami
    Office of Research Administration
    1320 S Dixie Highway 650
    Coral Gables,FL33146     		None PC Strengthening the Miami-Dade Early Learning Partnership: IDEAS for Children 156,616
    University of Nebraska Medical Center
    42nd Dewey Ave
    Omaha,NE681987815     		None PC Early Childhood Ho-Chunk Revitalization Project 74,819
    University of North Carolina at Chapel Hill
    103 South Bldg Cb 9100
    Chapel Hill,NC27599     		None PC A statewide analysis of the relationships between school based health centers and academic outcomes 170,794
    University of North Carolina at Chapel Hill
    103 South Bldg Cb 9100
    Chapel Hill,NC27599     		None PC Back to Normal? The long run effects of the COVID-19 pandemic on student, educator, and school outcomes 147,316
    University of North Carolina at Chapel Hill
    103 South Bldg Cb 9100
    Chapel Hill,NC27599     		None PC What is Black Male Pedagogy? Investigating the Pedagogical Practices and Lived Experiences of National Board Certified Black Male Teachers 50,000
    University of North Texas
    1501 WChestnut Ave
    Denton,TX762031277     		None GOV Families Learning, Being, and Doing 50,000
    University of Oklahoma
    660 Parrington Oval
    Norman,OK730193072     		None GOV Colloquium on College Sport (In)Equity: Working within and beyond the law to achieve intersectional racial justice praxis 50,000
    University of Oregon
    110 Johnson Hall
    Eugene,OR97403     		None GOV Examining the Relation between Pre-service Teachers' Implicit Racial Biases and Cortisol Response 49,939
    University of Ottawa
    75 Laurier Avenue East
    Ottawa,OntarioK1N 6N5
    CA     		None PC Resurgent Foundation(s) within Settler Colonial Walls? Indigenous-Led Inquiry of Mandatory Indigenous Courses 74,733
    UNIVERSITY OF PENNSYLVANIA
    2929 WALNUT STREET
    PHILADELPHIA,PA19104     		None PC 2021 General Support 7,500
    University of Pittsburgh
    4200 Fifth Avenue
    Pittsburgh,PA15260     		None PC Exploring Discourses of Literacy Scholarship: Topic Modeling the Field of Literacy Education 49,644
    University of Pittsburgh
    4200 Fifth Avenue
    Pittsburgh,PA15260     		None PC Freedom Dreaming: Black Communal and Familial Educational Practices in Pittsburgh's Hill District before, during and after COVID-19 48,805
    University of Pittsburgh
    4200 Fifth Avenue
    Pittsburgh,PA15260     		None PC Police Stops and School Adjustment: Examining Underlying and Protective Mechanisms among Black Adolescents 75,000
    University of Pittsburgh
    4200 Fifth Avenue
    Pittsburgh,PA15260     		None PC Reimagining Educational Work for Collective Freedom: The Labor Strike as a Portal 49,500
    University of San Francisco
    2130 Fulton St
    San Francisco,CA941171080     		None PC Research Communication Plan for 'Preparing Teachers to Teach Controversial Issues: A Cross-National Study' 9,500
    University of South Carolina
    816 Bull St
    Columbia,SC29208     		None GOV From 'Cash Cows' to 'Yellow Peril': Examining the Positioning of Asian International Students in the United States in Contentious Times 44,294
    University of South Florida
    4202 East Fowler Ave
    Tampa,FL336209951     		None GOV Gauging the Benefits of State-Funded Preschool for Early Language and Literacy: The Case of COVID-19 50,000
    University of South Florida
    4202 East Fowler Ave
    Tampa,FL336209951     		None GOV Using Discrete Event Simulation to Improve School Mental Health Services 50,000
    University of Southern California
    University Park
    Los Angeles,CA90089     		None PC Examining Implementation of a State Mandate to End Remediation in Community Colleges: A Research-Practitioner Partnership 70,826
    University of Southern California
    University Park
    Los Angeles,CA90089     		None PC Race-related Messages, Traumatic Events Online and the Protective Function of Critical Media Literacy 242,668
    University of Twente
    Drienerlolaan 5
    Enschede   7522 NB
    NL     		None PC Internationalization in Isolation 49,993
    University of Utah
    201 Presidents Circle ROOM 201
    Salt Lake City,UT841129008     		None PC "Let's Talk About Election 2020": Mapping Quantitative Civic Literacies in Youth Video Composition in an Online Digital Network 49,995
    University of Utah
    201 Presidents Circle ROOM 201
    Salt Lake City,UT841129008     		None PC Ingram State Technical College: Exploratory Case Study of Incarcerated Adults in Career and Technical Education 49,998
    University of Utah
    201 Presidents Circle ROOM 201
    Salt Lake City,UT841129008     		None PC Leadership Love Letters in Dangerous Times 74,512
    University of Washington
    4333 Brooklyn Avenue NE Box 359472
    Seattle,WA981059472     		None GOV Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    University of Washington
    4333 Brooklyn Avenue NE Box 359472
    Seattle,WA981059472     		None GOV Community-led re-envisioning of nurse-midwifery education to support diversification of the workforce 75,000
    University of Washington
    4333 Brooklyn Avenue NE Box 359472
    Seattle,WA981059472     		None GOV Unpacking the Effects of Dual Credit Coursework on College Opportunity and Equity: A Mixed-Methods Comparative Study of Different Course Delivery Contexts 233,519
    University System of New Hampshire
    105 Main St Thompson Hall
    Durham,NH038243547     		None PC Making Race Visible in Predominantly White Communities: Perspectives of Teachers and Administrators 49,991
    Utah State University
    Old Main Hill
    Logan,UT843221400     		None PC Whose history? Disrupting the colonial narrative in fourth through sixth grade social studies education 74,995
    Utah Valley University
    800 W University Parkway
    Orem,UT840585999     		None PC Front-Line Students: A Study of Student Custodial Worker Learning During the Covid19 Pandemic 45,000
    Vanderbilt University
    2101 West End Avenue
    Nashville,TN37240     		None PC Designing and Cross Community Student Dialogue about Difficult Topics 20,000
    Vanderbilt University
    2101 West End Avenue
    Nashville,TN37240     		None PC Identifying strategies to diversify Tennessee's teacher workforce through recruitment and retention research 134,093
    Vanderbilt University
    2101 West End Avenue
    Nashville,TN37240     		None PC Institute in Critical Quantitative, Mixed Methods, and Computational Training For Underrepresented Scholars 25,000
    Virginia Commonwealth University
    910 W Franklin St
    Richmond,VA232842512     		None GOV The Pathways to Belonging and Engagement Project: Testing a Tailored Social Belonging Intervention at an Urban Public University 49,967
    Virginia Polytechnic Institute and State University
    210 Burruss Hall 800 Drillfield Dr
    Blacksburg,VA240610131     		None GOV Partisanship and Professionalization: Institutional Well Check on School Boards in the Pandemic 49,946
    Wayne State University
    656 West Kirby Street
    Detroit,MI48202     		None PC Reducing Chronic Absenteeism, Increasing Opportunity: A School-Community-Research Partnership to Improve Policy and Practice Related to Attendance in Detroit 156,117
    Western Washington University
    516 High Street
    Bellingham,WA982259008     		None GOV Indigenous Land Education in Early Childhood: Examining a Process for Curriculum Development in a Tribal Nation Early Learning Program 126,410
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		None PC 2021 General Support 750
    William T Grant Foundation
    One Grand Central Place 60 East
    42nd Street 43rd Floor
    New York,NY10165     		None PF Partial Support for Advancing Equity as a Master Frame in the U.S. Government 75,000
    William T Grant Foundation
    One Grand Central Place 60 East
    42nd Street 43rd Floor
    New York,NY10165     		None PF Support for the 2021 Institutional Challenge Grant program at the William T. Grant Foundation 225,000
    William T Grant Foundation
    One Grand Central Place 60 East
    42nd Street 43rd Floor
    New York,NY10165     		None PF Support for the 2022 Institutional Challenge Grant program at the William T. Grant Foundation 650,000
    WOLF'S CROSSING PTA
    3015 S EOLA RD
    AURORA,IL60503     		None PC 2021 General Support 180
    WOMEN'S FUND OF GREATER BIRMINGHAM
    2201 5TH AVENUE SOUTH
    BIRMINGHAM,AL35233     		None PC 2021 General Support 3,000
    YMCA OF METROPOLITAN CHICAGO
    1030 W VAN BUREN STREET
    CHICAGO,IL60607     		None PC 2021 General Support 15,000
    York University
    4700 Keele Street
    Toronto,OntarioM3J 1P3
    CA     		None PC Returns at Risk: COVID-19 and Girls' Education in Malawi 49,782
    Total .................................bullet 3a 24,680,629
    bApproved for future payment
    Adelphi University
    South Ave
    Garden City,NY115300701     		None PC CRIT-TEP Challenging Raciolinguistic Ideologies in Transatlantic Teacher Education and Policy 58,976
    Arizona State University Foundation for A New American University
    300 East University Drive
    Tempe,AZ852812061     		None PC Indigenous Education Salons 96,600
    Ben-Gurion University of the Negev
    POB 653
    Beer Sheva   84105
    IS     		None PC Parenting of transgender and gender variant children in Israel: navigating children's atypical gender performance and gender transition in the family and school arenas 49,995
    BRAC Independent Evaluation and Research Cell
    Plot 880 Heritage Drive
    Kampala    
    UG     		None PC Influencing education aspirations and gender attitudes through role models: Evidence from Somali schools 49,396
    Cal Poly Corporation (on behalf of Cal Poly State University San Luis Obisp
    One Grand Avenue
    San Luis Obispo,CA93407     		None PC Fostering a mutual support network among aspiring and early career Teachers of Color 49,977
    California Indian Museum and Cultural Center
    5250 Aero Drive
    Santa Rosa,CA954038069     		None PC Counting the Continuum of Western Tribal Identities: Investing in California and Nevada Indian Educational Futures 25,000
    California State University San Marcos Corporation
    333 South Twin Oaks Valley Road
    San Marcos,CA92096     		None pc Asking the Right Questions: Designing Educational Research to Advance Equity for Indigenous People in California 50,000
    California State University Long Beach
    1250 Bellflower Blvd
    Long Beach,CA908400115     		None PC Moments & Movements: Challenging Asian American Invisibility in Racial Justice in K-12 Education Conference 50,000
    Candid (formerly The Foundation Center)
    32 Old Slip 24th Floor
    New York,NY10005     		None PC 2022 General Support 50,000
    Candid (formerly The Foundation Center)
    32 Old Slip 24th Floor
    New York,NY10005     		None PC 2022 General Support 2 31,000
    Carleton University
    1125 Colonel By Drive
    Ottawa,OntarioK1S 5B6
    CA     		None PC Decolonizing Education: Disrupting and Transforming Racist and Colonial Practices in Post Secondary Graduate Business Programs 74,959
    Community TV Network
    2418 W Bloomingdale Ave
    Chicago,IL60647     		None PC 50 Years Later: Exploring Life Course Consequences Of Youth Experience In A Community Photography Program 15,000
    DePaul University
    1 E Jackson Blvd
    Chicago,IL60604     		None PC Support of Displaced Students at DePaul University 50,000
    Eklavya Foundation
    HP6987F Sector 5
    Prabhat Nagar   313001
    IN     		None PC Voices from the margins: Exploring possibilities of connecting formal education to the funds of knowledge owned by Adivasi communities 50,000
    Equal Opportunity Schools
    5601 Sixth Avenue South Suite 258
    Seattle,WA98108     		None PC Measures that Matter Conference 75,000
    Gallaudet University
    800 Florida Ave NE
    Washington,DC200023695     		None PC Investigating Word Learning Strategy Differences in Children with Typical Hearing and Children with Cochlear Implants 50,000
    Governing Council of the University of Toronto
    27 Kings College Circle
    Toronto,OntarioM5S 1A1
    CA     		None PC The Effects of Sustained Cash Transfers on Children's Education Outcomes 374,947
    Grantmakers for Education
    700 SW 5th Avenue Suite 4000
    Portland,OR97204     		None PC Reimaging Learning 40,000
    Idaho State University
    921 S 8th Ave
    Pocatello,ID83209     		None GOV Race Pedagogies in Criminal Justice/Criminology: Influence of Faculty Habitus and Education on Racial Pedagogies in Criminal Justice Programs 56,226
    Iowa State University of Science and Technology
    3410 Beardshear Hall
    Ames,IA500112030     		None PC Providing Mas [More] with MAS [Mexican American Studies] 50,000
    Johns Hopkins University
    3400 N Charles St Mason Hall
    Baltimore,MD212182688     		None PC Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    Kansas State University
    Anderson Hall
    Manhattan,KS66506     		None PC Moving Forward: (Re)Centering Indigenous Languages, Water/lands, Cultures, and Sovereignties in Educational Reform 24,750
    Marquette University
    1250 W Wisconsin Avenue
    Milwaukee,WI53233     		None PC Minoritized Adolescents' Perspectives on Harm, Justice, and Discipline in their Schools: Building a Youth-Focused Understanding of the Developmental Influence of Restorative Justice 45,668
    Metropolitan State University of Denver
    1201 5th Street
    Denver,CO80204     		None GOV Centering Trauma-Informed Practices (TIP) to Sustain TIP Knowledge and Reduce Secondary Traumatic Stress in Novice Teachers: An Interdisciplinary Research-Practice Partnership. 266,004
    Miami University
    501 East High St
    Oxford,OH45056     		None PC A Laborious Space: Experiences and Working Conditions of Campus Staff of Color amidst COVID-19 50,000
    Michigan State University
    Hannah Administration Building 426
    Auditorium Road Room 2
    East Lansing,MI488242600     		None PC Documenting Teachers' Technological Pedagogical Content Knowledge for Reading Instruction: A Collaborative Content Analysis of Digital Text Programs 49,974
    New York University
    70 Washington Sq South
    New York,NY100121091     		None PC Inequalities in Academic Advising and its Impacts in Higher Education 394,885
    New York University
    70 Washington Sq South
    New York,NY100121091     		None PC Organizing Family and Community: Collective Parent Action and Intergenerational Learning 803,600
    North Carolina State University
    2701 Sullivan Drive Suite 240
    Raleigh,NC276957514     		None GOV African American Teachers and Pedagogies of Freedom: A Historical Examination of Black Teaching in Professional Networks, 1925-1954 74,986
    Northwestern University
    633 Clark St
    Evanston,IL60208     		None PC The Clearing: A Convening on Black Education Studies 59,861
    Northwestern University
    633 Clark St
    Evanston,IL60208     		None PC Wrestling with reparations: A historical and ethnographic study of a Black community's struggle for educational justice 116,361
    Nottingham Trent University
    50 Shakespeare Street
    Nottingham   NG1 4FQ
    UK     		None PC Europeanisation agenda and membership in the European Higher Education Area post-2020: stakeholders' perspectives from the UK, Germany, France and Italy 49,958
    Oji Sda Sustainable Indigenous Futures
    740 Comfort Road
    Spencer,NE14883     		None PC Beads, Beans, Blockchains: Envisioning Indigenous Education 2075 25,000
    Philadelphia Student Union
    501 52nd Street -Commerical Unit 1
    Philadelphia,PA19143     		None PC The Philadelphia Student Debt Coalition: Creating a Research-Organizing Model for Student Loan Policymaking 500,000
    Portland State University
    724 SW Harrison
    Portland,OR97201     		None GOV Interrogating college student support spaces: Examining the experiences of disabled students of color using critical disability race spatial analysis 75,000
    Putnam County Charter School System
    158 Old Glenwood Springs Rd
    Eatonton,GA31024     		None GOV Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    Putnam County Charter School System
    158 Old Glenwood Springs Rd
    Eatonton,GA31024     		None GOV Untelling the Past to Reimagine the Future: Transforming K-12 Education and Supporting the Transition to Higher Education in the Rural U.S. South 279,400
    Regents of the University of Idaho
    875 Perimeter Drive
    Moscow,ID838442282     		None PC School Choice in Indian Country: Sovereignty, Survivance, and the Politics of (In)Visibility 74,999
    Sealaska Heritage Institute
    105 S Seward St Suite 201
    Juneau,AK99801     		None PC Indigenizing Education Handbook Project 25,000
    St Lawrence University
    23 Romoda Drive
    Canton,NY13617     		None PC Educational Responses to Reproductive Injustice: The Role of Midwifery Education 49,990
    STEM Santa Fe
    22 Los Prados
    Santa Fe,NM87506     		None PC Culturally-relevant STEM Educational Programs for Native Youth 25,000
    The Board of Trustees of the University of Illinois
    506 S Wright St
    Urbana,IL61801     		None PC Our Lives, Our Dreams, Our "Voces": Leveraging Community-Based Collaborations to Increase Representation of Latina/x Girls' Narratives in Museums 74,998
    The Chinese University of Hong Kong
    Central Ave
    Shatin    
    HK     		None PC The journey of empathy development through on-campus intercultural engagement: A mixed-methods phenomenological case study 49,520
    The Corporation of Mercer University
    1501 Mercer University Dr
    Macon,GA31207     		None PC Use Your Voice: Linguistic Justice to Literacy Practice in the State of Georgia 285,874
    The Ohio State University
    1960 Kenny Road
    Columbus,OH43210     		None PC Against Racial Essentialism in Education Research: Innovating Methodologies through Contestation 49,221
    The Ohio State University
    1960 Kenny Road
    Columbus,OH43210     		None PC Longitudinal Peer Social Networks and Early Language Development: Transforming Understanding of Critical Features of Young Children's Classroom Experiences 685,439
    The Pennsylvania State University
    201 Old Main
    University Park,PA16802     		None GOV Children's Everyday Practices in Inclusive Transglossic Spaces: A Study of Collectivist Approaches to Deaf-Nondeaf Inclusive Bilingual Education in France 500,000
    The Regents of the University of California
    501 Aldrich Hall
    Irvine,CA92697     		None GOV Disrupting Racism in Schools: A Mixed Methods Study of Educators' Racial Dispositions and Organizational Change 44,297
    The Regents of the University of California
    10889 Wilshire Blvd Suite 700 Box
    951406
    Los Angeles,CA900951406     		None PC Urban Dual-Language Immersion and Linguistic Minority Students: Issues of Access and Inclusion 101,597
    The Regents of the University of California at Berkeley
    200 California Hall
    Berkeley,CA94720     		None PC Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    The Regents of the University of California at Berkeley
    200 California Hall
    Berkeley,CA94720     		None PC Student Supports: The Role of Social Safety Net Programs in Community College Student Success 785,827
    The Regents of the University of California at Riverside
    900 University Ave
    Riverside,CA92521     		None PC The Raciolinguistic Embodiment of Black Teachers and the Pedagogical Possibilities They Offer Black Language Speakers 50,000
    The Regents of the University of Colorado
    Regent Drive at Broadway
    Boulder,CO803090017     		None PC The Credit Consequences of College Attendance 248,961
    The Regents of the University of Michigan
    503 Thompson Street
    Ann Arbor,MI48109     		None PC Affirmative Action Bans and Shifting Intersectional Pathway Disparities 118,292
    The Regents of the University of Michigan
    503 Thompson Street
    Ann Arbor,MI48109     		None PC The Indigenous Climate Project 75,000
    The Research Foundation for The State University of New York
    PO Box 9
    Albany,NY122010009     		None PC The Impact of Federal COVID-19 Relief Policy on Low-Income Student-Mothers' Educational Choices and Experiences 50,000
    The Research Foundation of the City University of New York
    230 W 41st Street
    New York,NY10036     		None PC Envisioning an Interdisciplinary Future for Special Education and Gifted Racial Equity Research 49,905
    The SUNY Black Faculty and Staff Collective
    PO Box 3568
    Poughkeepsie,NY12603     		None PC Black Critical Theory (BlackCrit) Research Conference 50,000
    The Trustees of the University of Pennsylvania
    34th Spruce Street
    Philadelphia,PA191046303     		None PC Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    The Trustees of the University of Pennsylvania
    34th Spruce Street
    Philadelphia,PA191046303     		None PC International Students Communicative Practice in U.S. University Classrooms: Multimodal Analyses of Multilinguals' Communicative Repertoires 49,774
    The University of Chicago
    5801 S Ellis Ave
    Chicago,IL60637     		None PC Consortium Investor Council 40,000
    The University of Texas at Austin
    110 Inner Campus Drive
    Austin,TX78712     		None GOV Do Campus Contexts Make Black Women Faculty Sick? A National Study of Black Women Academics' Health Outcomes at Historically Black and Predominantly White Postsecondary Institutions 499,997
    Trustees of Boston University
    One Silber Way
    Boston,MA02215     		None PC Re-imagining Alternative Education: Designing for Geographies of Care and Responsibility 740,542
    United Way of Santa Cruz County
    4450 Capitola Rd Ste 106
    Capitola,CA95010     		None PC Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    Universidad del Sagrado Corazon
    PO Box 12383
    Parada San Juan   00914
    RQ     		None PC Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 14,890
    University of Arizona
    PO Box 3308
    Tucson,AZ85721     		None GOV Indigenous Southwest Futures 25,000
    University of Arizona
    PO Box 3308
    Tucson,AZ85721     		None GOV Pueblo High School: Youth Participatory Action Research in STEM 50,000
    University of British Columbia
    2329 West Mall
    Vancouver,British ColumbiaV6T 1Z4
    CA     		None PC Indigenous Language Reclamation, Revitalization, and Education in Guam and Hawaii 25,000
    University of British Columbia
    2329 West Mall
    Vancouver,British ColumbiaV6T 1Z4
    CA     		None PC Indigenous-Led Teacher Education in Global and Local Contexts: Setting Research Priorities and New Directions 71,606
    University of Central Arkansas Foundation
    201 Donaghey Avenue UCA Box 4986
    Conway,AR72034     		None PC Queering Education Research Institute Operating Expenses 30,000
    University of Delaware
    104 Hullihen Hall
    Newark,DE19716     		None PC Avoiding Blind-Spots and Bias Due toIncomplete Data with Machine Learning 49,931
    University of Delaware
    104 Hullihen Hall
    Newark,DE19716     		None PC Quality or compliance: Principal perceptions of a PSEL-based evaluation system 49,895
    University of Edinburgh
    Old College South Bridge
    Edinburgh   EH8 9YL
    UK     		None PC From social justice talk to social justice practice through collaborative action research: A pilot study on L2 materials development 63,104
    University of Florida
    University of Florida
    Gainesville,FL32611     		None GOV An Interdisciplinary Convening on Using Intersectionality Theory in Quantitative Research: Seeking Shared Expectations on Review and Publishing Standards 50,000
    University of Florida
    University of Florida
    Gainesville,FL32611     		None GOV Optimal Design of Experimental Studies Investigating Mediation Effects With Individual-Level Mediators 50,000
    University of Georgia Research Foundation Inc
    Tucker Hall Room 409 310 East
    Campus Road
    Athens,GA306021589     		None PC Unexpected: Supporting grieving tenure-track Black women & cultivating viable institutional supports 74,999
    University of Iowa
    101 Jessup Hall
    Iowa City,IA522421316     		None GOV Scholarly Book Project on the History of Lyle Spencer 110,510
    University of Maryland at Baltimore County
    1000 Hilltop Circle
    Baltimore,MD21250     		None GOV Reflecting learners' voices to enhance teachers' language assessment literacy at a community college 50,000
    University of Massachusetts Boston
    100 Morrissey Boulevard
    Boston,MA021253393     		None GOV Intersectional Organizing: Strategies for Cross-issue Solidarity in Educational and Social Justice Movements 251,845
    University of Miami
    Office of Research Administration
    1320 S Dixie Highway 650
    Coral Gables,FL33146     		None PC Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    University of Miami
    Office of Research Administration
    1320 S Dixie Highway 650
    Coral Gables,FL33146     		None PC Building Social Capital and Social Networks for Marginalized Youth 49,618
    University of Miami
    Office of Research Administration
    1320 S Dixie Highway 650
    Coral Gables,FL33146     		None PC Strengthening the Miami-Dade Early Learning Partnership: IDEAS for Children 243,197
    University of North Carolina at Chapel Hill
    103 South Bldg Cb 9100
    Chapel Hill,NC27599     		None PC Back to Normal? The long run effects of the COVID-19 pandemic on student, educator, and school outcomes 322,128
    University of North Dakota
    264 Centennial Drive Stop 8193
    Grand Forks,ND582028193     		None GOV Racialized Experiences of Black Applicants in the Virginia Teacher Labor Market 49,951
    University of North Texas
    1501 WChestnut Ave
    Denton,TX762031277     		None GOV Resistance or Racism? Unpacking Critical Race Theory Bans in a Sociopolitical Era of Anti-Racism 50,000
    University of Oklahoma
    660 Parrington Oval
    Norman,OK730193072     		None GOV Beyond the Asterisk 10-Year Anniversary Writing Conference 40,000
    University of Pittsburgh
    4200 Fifth Avenue
    Pittsburgh,PA15260     		None PC Research for What?: Dreaming Toward Quantitative Paradigms for Anti-Racist Transformation 50,000
    University of Puerto Rico at Cayey
    205 Antonio R Barcelo Ave
    Cayey   00736
    RQ     		None GOV Visualizing Afro-dignity: Scrutinizing Puerto Rican elementary history textbooks for racial equity 75,000
    University of Southern California
    University Park
    Los Angeles,CA90089     		None PC A Difference of Degree: Considering the Capacity of an Afro-Latinidad framework in Preserving the Institutional Identity of Hispanic-serving HBCUs 50,000
    University of Tasmania Foundation USA
    1350 Avenue of the Americas Floor 2
    New York,NY10019     		None PC Understanding the dynamic motivation of primary school language teachers: a qualitative network analysis 48,545
    University of Utah
    201 Presidents Circle ROOM 201
    Salt Lake City,UT841129008     		None PC Signs of Power and Dominance: The Role of Mathematics Curricula in U.S. Assimilationist Policies and Practices in Indian Boarding Schools, 1879-1932 50,000
    University of Washington
    4333 Brooklyn Avenue NE Box 359472
    Seattle,WA981059472     		None GOV Advancing Equity in Research-Practice Partnerships Supplemental Grant Program 15,000
    University of Washington
    4333 Brooklyn Avenue NE Box 359472
    Seattle,WA981059472     		None GOV The impact of developing anti-racist practice competencies within social work education 74,954
    University of Wisconsin-Superior
    PO Box 2000
    Superior,WI54880     		None GOV Ideologies, Perceptions, and Practices of Language Learning, Shift, and Identity in Bilingual Juchitan, Oaxaca: A Longitudinal Study 48,812
    Vanderbilt University
    2101 West End Avenue
    Nashville,TN37240     		None PC FRAME: Faculty Readiness for Antiracist Mathematics Education 48,360
    Virginia Polytechnic Institute and State University
    210 Burruss Hall 800 Drillfield Dr
    Blacksburg,VA240610131     		None GOV Racial justice and anti-racism work in LGBTQ+ Centers: Creating a shared vision with scholars and practitioners 50,000
    Western Washington University Foundation
    516 High Street Old Main Suite 445
    Bellingham,WA99825     		None PC IPA Indigenous Education Pre-conference and Business Meeting 20,000
    Wilfrid Laurier University
    75 University Avenue West
    Waterloo,OntarioN2L 3C5
    CA     		None PC Child Welfare and Police Involvement: Impact on Social Work Education 74,300
    Total .................................bullet 3b 11,303,401
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 5,485  
    4 Dividends and interest from securities ....          
    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 19,723,396  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aClass Action Settlement     		      1,315  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 32,372,140 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    32,372,140
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    The Spencer Foundation
     
    Employer identification number

    36-6078558
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    The Spencer Foundation
          		Employer identification number
    36-6078558
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    William T Grant Foundation
     
    60 East 42nd Street 43rd Floor
     
    New York, NY10165

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    The Spencer Foundation
          		Employer identification number

    36-6078558
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    The Spencer Foundation
          		Employer identification number

    36-6078558
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RSM US LLP 52,358 36,651   15,707

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    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
    National Academy of Education
          		500 Fifth Street NW 1049
    Washington,DC20001     		2017-08-18 4,822,096 Dissertation fellowship progam (Cohorts 18-19, 19-20, 20-21) 4,822,096 No 6/30/2022    
    National Academy of Education
          		500 Fifth Street NW 1049
    Washington,DC20001     		2017-08-18 8,263,774 Postdoctoral fellowship program (Cohorts 18-19, 19-20, 20-21) 8,247,732 No 6/30/2022    
    The Atlantic Monthly Group LLC
          		600 New Hampshire Avenue NW
    Washington,DC20037     		2019-02-27 75,000 On Teaching 36,358 No 6/11/2020    
    William T Grant Foundation
          		One Grand Central Place 60 E 42nd
    Street 43rd F
    New York,NY10165     		2022-03-24 650,000 2022 Institutional Challenge Grant Program 0 No 4/20/2022    
    National Academy of Education
          		500 Fifth Street NW 1049
    Washington,DC20001     		2020-06-26 5,128,021 Dissertation fellowship Program (Cohorts 2021-22, 2022-23, 2023-24) 1,359,735 No 4/5/2022    
    National Academy of Education
          		500 Fifth Street NW 1049
    Washington,DC20001     		2020-06-26 7,502,075 Postdoctoral fellowship Program (Cohorts 2021-22, 2022-23, 2023-24) 2,159,292 No 4/5/2022    
    William T Grant Foundation
          		One Grand Central Place 60 E 42nd
    Street 43rd F
    New York,NY10165     		2021-02-22 225,000 2021 Institutional Challenge Grant Program 225,000 No 4/20/2022    
    Brown Books and Paint Brushes
          		4939 S Dorchester Apt 2B
    Chicago,IL60615     		2020-08-05 4,000 Chicago Community COVID Micro-Grant 4,000 No 4/20/2021    
    William T Grant Foundation
          		One Grand Central Place 60 E 42nd
    Street 43rd F
    New York,NY10165     		2021-09-09 75,000 Advancing Equity as a Master Frame in the U.S. Government 0 No N/A    
    William T Grant Foundation
          		One Grand Central Place 60 E 42nd
    Street 43rd F
    New York,NY10165     		2020-02-18 650,000 2020 Institutional Challenge Grant Program 650,000 No 10/19/2022    

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Sale of Fixed Assets   Purchased     1,416   Cost 0 1,416  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VANGUARD Total Bond Market Index 142,696,057 142,696,057

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD Institutional Index Fund Plus 270,286,520 270,286,520
    VANGUARD Extended Market Index Fund 59,075,376 59,075,376
    VANGUARD Developed Market Index 145,179,858 145,179,858
    DFA Core Emerging Markets 21,760,719 21,760,719

    TY 2021 LandEtcSchedule2
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 357,148 326,564 30,584 30,584
    Computer/Electonic Equipment 719,033 629,488 89,545 89,545
    Leasehold Improvements 1,009,192 417,515 591,677 591,677


    TY 2021 LegalFeesSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Sidley Austin LLP 17,111 0   17,111


    TY 2021 OtherDecreasesSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Description Amount
    Unrealized Gain on Investments 879,659
    Deferred Federal Excise Tax 57,022


    TY 2021 OtherExpensesSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Memberships, Recruiting, Other Overhead 289,323 0   289,323
    Maintenance on Equipment 132,917 0   132,917
    Insurance 42,074 0   42,074
    Office Supplies 91,035 0   91,035
    Postage 6,685 0   6,685
    Real Estate Assessments -400 0   -400
    Real Estate Taxes 13,957 0   13,957
    Real Estate Operating Expenses 52,881 0   52,881


    TY 2021 OtherIncomeSchedule2
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class Action Settlement 1,315   1,315


    TY 2021 OtherLiabilitiesSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Description Beginning of Year - Book Value End of Year - Book Value
    Post-Retirement Health Benefit Liability 5,369,827 4,459,366
    Excise Tax Payable 21,395 0
    Deferred Federal Excise Tax 3,798,735 3,855,757
    Deferred Compensation 20,583 52,332


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management and Consulting 418,226 418,226   0
    Program Consulting 1,007,057 0   1,007,057
    IT Consulting 35,257 0   35,257
    Administrative Consulting 262,937 0   262,937
    Contracted Management 324,666 0   324,666


    TY 2021 TaxesSchedule
    Name:
    The Spencer Foundation
    EIN:
    36-6078558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Internal Revenue Service 619,446 0   0