Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 04-01-2023 , and ending 03-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$667,415,167
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,585,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 158,207 158,207  
4 Dividends and interest from securities... 15,666,548 15,666,548  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,118,690
b Gross sales price for all assets on line 6a 111,205,925
7 Capital gain net income (from Part IV, line 2)... 63,118,690
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)....... 2,360 0  
12 Total. Add lines 1 through 11........ 81,530,805 78,943,445  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,534,814 113,200   1,421,614
14 Other employee salaries and wages...... 2,629,165 248,291   2,380,874
15 Pension plans, employee benefits....... 1,967,428 45,300   1,330,602
16a Legal fees (attach schedule)......... 33,532 0   33,532
b Accounting fees (attach schedule)....... 59,094 41,366   17,728
c Other professional fees (attach schedule).... 1,886,814 430,250   1,456,564
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,026,084 0   0
19 Depreciation (attach schedule) and depletion... 168,074 8,404  
20 Occupancy.............. 677,867 10,168   667,699
21 Travel, conferences, and meetings....... 1,206,543 0   1,206,543
22 Printing and publications.......... 17,794 0   17,794
23 Other expenses (attach schedule)....... 598,302 0   598,302
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,805,511 896,979   9,131,252
25 Contributions, gifts, grants paid....... 33,169,449 20,033,783
26 Total expenses and disbursements. Add lines 24 and 25 44,974,960 896,979   29,165,035
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,555,845
b Net investment income (if negative, enter -0-) 78,046,466
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 27,564,719 50,846,410 50,846,410
3 Accounts receivable right arrow475,908
Less: allowance for doubtful accounts right arrow   332,993 475,908 475,908
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 159,275 188,545 188,545
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 440,499,158 Click to see attachment
List of Attached Documents:
// Content
489,121,416
489,121,416
c Investments—corporate bonds (attach schedule)....... 125,430,411 Click to see attachment
List of Attached Documents:
// Content
123,363,587
123,363,587
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow3,416,012
Less: accumulated depreciation (attach schedule) right arrow2,504,645 775,606 Click to see attachment
List of Attached Documents:
// Content
911,367
911,367
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,763,353
Click to see attachment
List of Attached Documents:
// Content
2,507,334
Click to see attachment
List of Attached Documents:
// Content
2,507,334
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 597,526,115 667,415,167 667,415,167
Liabilities 17 Accounts payable and accrued expenses.......... 259,897 259,161
18 Grants payable................. 18,945,962 32,251,650
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
9,816,858
Click to see attachment
List of Attached Documents:
// Content
10,497,776
23 Total liabilities (add lines 17 through 22)......... 29,022,717 43,008,587
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 568,003,398 621,906,580
25 Net assets with donor restrictions............ 500,000 2,500,000
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 568,503,398 624,406,580
30 Total liabilities and net assets/fund balances (see instructions). 597,526,115 667,415,167
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
568,503,398
2
Enter amount from Part I, line 27a .....................
2
36,555,845
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
19,619,419
4
Add lines 1, 2, and 3 ..........................
4
624,678,662
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
272,082
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
624,406,580
Form 990-PF (2023)
Form 990-PF (2023)
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 Sale of Fixed Assets P 2021-02-03 2023-08-09
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 111,205,561   48,087,235 63,118,326
b 364     364
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       63,118,326
b       364
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 63,118,690
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 right arrow 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) 1 1,084,846
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 1,084,846
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 1,084,846
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 934,263
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 157,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,091,263
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 5,036
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,381
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,381 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowwww.spencer.org
14
The books are in care ofright arrowAndreason Brown CFO Telephone no.right arrow (312) 337-7000

Located atright arrow625 N Michigan Avenue Ste 1600ChicagoIL ZIP+4right arrow606113110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
707,444 82,883 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Elizabeth Carrick Chief of Staff & VP of Admin.
40.00
339,130 96,192 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Andreason Brown CFO & Treasurer
40.00
304,380 64,545 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Doris Fischer Board Secy & Rec Mgr (as of 10/22)
40.00
113,027 48,529 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Nonie Lesaux 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
Mike Williams Director
1.00
10,000 0 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Eduardo Padron Director
1.00
7,500 0 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Carl Cohn Director
1.00
5,000 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
Prudence Carter Director
1.00
3,333 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
Kara Finnegan Vice President
40.00
382,180 97,183 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Laura Glick Chief Investment Off
25.00
248,291 41,156 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Leah Bricker Director of Programs
40.00
174,139 44,124 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Kathryn Gray Director of Personne
40.00
144,405 39,175 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Jenny Zhang Program Officer
40.00
104,835 60,382 0
625 N Michigan Avenue Suite 1600
Chicago,IL60611
Total number of other employees paid over $50,000...................right arrow 21
Form 990-PF (2023)
Form 990-PF (2023)
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
Wondersphere Brand Strategy & Communication 270,433
Studio 311 201 Borough High Street
London    
UK
The Vanguard Group Investment Manager 150,903
PO Box 2900 M37
Valley Forge,PA19482
DFA Investments Investment Manager 101,578
6300 Bee Cave Road Building One
Austin,TX78746
ChangeVantage Consulting Event Planning 83,203
9397 Sherwood Trail
Brecksville,OH44141
Total number of others receiving over $50,000 for professional services.............right arrow0
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. 517,884
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
569,841,375
b
Average of monthly cash balances.......................
1b
40,591,093
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
610,432,468
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
610,432,468
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,156,487
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
601,275,981
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
30,063,799
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
30,063,799
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,084,846
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,084,846
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
28,978,953
4
Recoveries of amounts treated as qualifying distributions................
4
291,604
5
Add lines 3 and 4............................
5
29,270,557
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
29,270,557
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
29,165,035
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
101,561
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
29,266,596
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 29,270,557
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 3,742,233
b From 2019...... 550,522
c From 2020......  
d From 2021......  
e From 2022...... 5,547,249
f Total of lines 3a through e ........ 9,840,004
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 29,266,596
a Applied to 2022, 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 2023 distributable amount..... 29,266,596
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 3,961 3,961
(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 9,836,043
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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) .......
85,000
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
3,653,272
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
6,097,771
10 Analysis of line 9:
a Excess from 2019.... 550,522
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 5,547,249
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

A Magical Journey Thru Stages Inc

875 E Main St
Rochester,NY14605
  PC 2023 General Support 3,000

Adelphi University

1 South Avenue Levermore Hall 201
Garden City,NY115300701
  PC Mapping school buildings using sensory ethnographic methods: A district-wide study of school architecture and spatial justice 107,870

Alder Graduate School Of Education

2947 Broadway
Redwood City,CA94062
  PC 2023 General Support 10,000

American Academy of Arts and Sciences

136 Irving St
Cambridge,MA021381929
  PC The Global Quest for Educational Equity 74,945

American Academy of Arts and Sciences

136 Irving St
Cambridge,MA021381929
  PC Opportunities After High School 50,000

American Association for the Advancement of Science

1200 New York Ave NW
Washington,DC200053928
  PC The STEMM Opportunity Alliance Proposal Y1-Y3 50,000

American Foundation for Suicide Prevention

199 Water Street 11th Floor
New York,NY10038
  PC 2023 General Support 1,500

American Heart Association

7272 Greenville Ave
Dallas,TX75231
  PC 2023 General Support 150

American Indian College Fund

6321 Riverside Plaza Lane NW Unit A
Albuquerque,NM87120
  PC American Indian and Alaska Native College Students: Building Collaborative Data Capacity and Investigating College Access, Persistence, and Graduation Success 198,634

American Indian Science and Engineering Society

6321 Riverside Plaza Lane NW Unit A
Albuquerque,NM87120
  PC Leveraging the AISES Archival Database: Mixed Methods Study on Native STEM Success 180,692

American Institute for Research

1000 Thomas Jefferson Street NW
Washington,DC20007
  PC Can Dual-Certified Teachers Increase Access for Students with Disabilities?: A Systematic Review and Meta-Analysis 50,000

Amplify Girls

511 Druid Lane
Chattanooga,TN37405
  PC Can mentoring improve adolescent girls' agency and educational outcomes? A Cluster-Randomized Control Trial and Process Tracing Evaluation of the Binti Shupavu Project in Tanzania 84,578

Ancona School

4770 S Dorchester
Chicago,IL60615
  PC 2023 General Support 750

Appleseed Foundation

712 H St NE PMB 97263
Washington,DC200023627
  PC Appleseed Collaborative Project on School Integration 75,000

Arizona State University Foundation for A New American University

300 East University Drive
Tempe,AZ852812061
  PC Black Muslim Worldmaking: Race, Religion, and Gender in the Lives of Black Muslim College Students 59,850

Arizona State University Foundation for A New American University

300 East University Drive
Tempe,AZ852812061
  PC Ethnoracial Disparities in Intergenerational Financial Support Exchanges and Young Adults Fulfillment of Bachelors Degree Expectations 49,883

Arizona State University Foundation for A New American University

300 East University Drive
Tempe,AZ852812061
  PC EYEPlay ADAPT:Expanding A University - Theater - School District Partnership to Support Early Literacy for Preschoolers with Diverse Abilities through Drama 242,956

Arizona State University Foundation for A New American University

300 East University Drive
Tempe,AZ852812061
  PC Legacies of Racialization and Sociopolitical Tensions: Sociolinguistic Consequences for Iranian Immigrant/Refugee Families with Children in K-12 Schools and Heritage Language Programs 74,876

Asian American Coalition for Children and Families

50 Broad Street 18th Floor
New York,NY10004
  PC Building Racial Solidarity Across Black & Asian American History in K-20 Education 50,000

Association for the Study of African American Life and History

301 Rhode Island Avenue Northwest
Suite 2204
Washington,DC200011826
  PC Support Teachers at the 108th ASALH 38,000

Association Of Black Foundation Executives Inc

55 Exchange Place Suite 401
New York,NY10005
  PC 2023 Membership Fees 10,000

Augsburg University

2211 Riverside Ave
Minneapolis,MN55454
  PC A Critical Examination of School Social Workers Experiences & Practices in Mandated Reporting: A Mixed Methods Inquiry 55,490

Bellxcel

1 University Avenue Suite 201A
Westwood,MA02090
  PC 2023 General Support 1,500

Black Researchers Collective

1449 S Michigan Ave
Chicago,IL606052810
  PC Amplifying research education work through community engagement in service of racial equity 50,000

Boston Review

875 Massachusetts Avenue
Cambridge,MA02139
  PC 2023 General Support 15,000

Boston University

One Silber Way
Boston,MA02215
  PC Project Civic LeAdS: Enhancing Civic Engagement of Culturally and Linguistically Diverse Families and Students with Disabilities: Legislative Advocacy in Special Education 78,636

Boston University

One Silber Way
Boston,MA02215
  PC Re-imagining Alternative Education: Designing for Geographies of Care and Responsibility 246,806

Bright Promises Foundation

70 E Lake Street
Chicago,IL60625
  PC 2023 General Support 4,500

Brown University

One Prospect Street
Providence,RI02912
  PC How Changing Neighborhood and School Contexts Shape Mental Health and Educational Attainment from Childhood to Early Adulthood 118,934

Brown University

One Prospect Street
Providence,RI02912
  PC Unequal Childhoods? The Complex Logics of Childrearing in Latinx Families 126,543

Brown's Promise at The Southern Education Foundation

101 Marietta St NW
Atlanta,GA30303
  PC Brown's Promise Learning Labs 25,000

California Association of African American Superintendents and Administrato

11856 Balboa Blvd 228
Los Angeles,CA91344
  PC Meeting the Promise of Brown: 70 Years Later, What Have We Learned from the Landmark Supreme Court Ruling? 75,000

California Dedicated to Education Foundation

260 Main St Suite 200
Redwood City,CA94063
  PC Recruiting, Retaining, and Supporting BIPOC Teachers 50,000

California State University Stanislaus

One University Circle
Turlock,CA953820299
  PC Protecting the Generations: Exploring Campus Safety in Tribal Colleges and Universities 74,987

Central Michigan University

Carlin Alumni House 524 E Bellows
Street
Mt Pleasant,MI48859
  PC 2023 General Support 7,500

Centre for Lebanese Studies

Atiyah Building Level 3
Chouran Beirut   1102 2801
LE
  PC Peasant Pedagogies: Khaduri School, Development, Philanthropy and Rural Capitals (1930 - 1993) 43,060

Chapman University

One University Dr
Orange,CA92866
  PC Precarity and Education: Examining the Experiences of Central American Unaccompanied Youth in California Public Schools 49,016

Chicago Architecture Center

111 East Wacker Drive Suite 1321
Chicago,IL60601
  PC 2023 General Support 4,500

Chicago Dance Crash

2530 West Argyle Street
Chicago,IL60625
  PC 2023 General Support 6,000

Children's Hospital of Philadelphia

3401 Civic Center Blvd
Philadelphia,PA19104
  PC Teachers as Change Agents in Addressing Racial and Intersectional Microaggressions in School Settings 75,000

City Year Philadelphia

444 N 3rd St Suite 500
Philadelphia,PA19123
  PC 2023 General Support 2,250

Clemson University

201 Sikes Hall
Clemson,SC29634
  PC As It Unfolds: How Black Teachers Approach Racialized Current Events with Students 49,831

Collaborative for Academic Social and Emotional Learning (CASEL)

815 West Van Buren Street Suite 210
Chicago,IL60607
  PC 2023 CASEL Education Convening - SEL Exchange 50,000

College Unbound

Box 28173
Providence,RI02908
  PC 2023 General Support 3,000

Columbia University in the City of New York

West 116 St and Broadway
New York,NY10027
  PC Spencer Education Journalism Fellowship Program, 2020-2024 592,869

Council on Foundations

1255 23rd Street
Washington,DC20037
  PC 2023-2024 Membership Renewal 19,000

Division of Indian Work

1001 East Lake Street
Minneapolis,MN554071616
  PC Indigenous Youth Work Conference 49,963

Doctors Without Borders USA Inc

40 Rector Street 16th Floor
New York,NY10006
  PC 2023 General Support 2,000

Drexel University

3141 Chestnut St
Philadelphia,PA19104
  PC Examining Key Factors in the Prison-to-School Pipeline: What Promotes Students' Successful Return to School after Juvenile Justice Confinement? 49,976

Drexel University

3141 Chestnut St
Philadelphia,PA19104
  PC STEAMing through Dance: A Multimodal Exploration of Black Girls Intersectional Identities and STEAM Literacies within a Transdisciplinary STEAM Counterspace. 172,750

Dublin City University

DCU Glasnevin Campus
Dublin   9
EI
  PC Reconceptualizing Early Childhood Systems for Justice and Equity 74,656

Editorial Projects in Education

6935 Arlington Road
Bethesda,MD20814
  PC Bridging Research and Practice in Math Instruction: What Teachers and Principals Need to Know 50,000

Edsource Inc

436 14Th St
Oakland,CA94612
  PC 2023 General Support 1,500

Education Law Center

60 Park Place Suite 300
Newark,NJ07102
  PC School Desegregation Remedy Project 65,000

Education Writers Association

1825 K Street NW
Washington,DC20006
  PC Enhancing Reporter Coverage and Understanding of Education Research 50,000

El Sistema USA Salinas Inc

820 Park Row 672
Salinas,CA93901
  PC 2023 General Support 1,500

Evans Scholars Foundation

2501 Patriot Boulevard
Glenview,IL60026
  PC 2023 General Support 4,500

Florida Atlantic University

777 Glades Rd
Boca Raton,FL334310991
  PC Doing The Next Needed Thing: JSF And A Transformative Agenda For School-Based Family And Community Engagement 50,000

Friends of Brennemann

4300 N Marine Dr Apt 1405
Chicago,IL60613
  PC 2023 General Support 750

Friends of Brooklyn Laboratory Charter School

240 Jay St
Brooklyn,NY11201
  PC Edmund W. Gordon Intellective and Logistical Support 75,000

George Mason University

4400 University Dr
Fairfax,VA220304444
  PC Research Communication: The Good Schools: Academic Performance Data, School Choice, and Segregation 15,000

Georgetown University

37th and O St NW
Washington,DC200570001
  PC Control of the Schools, Control of the City: Education Policy and Politics in Washington, DC 49,968

Georgia State University

33 Gilmer Street
Atlanta,GA303033083
  PC The Neglected Side of School Finance Reform: State-Imposed Fiscal Rules, School District Fiscal Health, and Student Achievement 49,783

Grantmakers for Education

700 SW 5th Avenue Suite 4000
Portland,OR97204
  PC 2023-2024 Membership Renewal 4,200

Harvard University

1033 Massachusetts Ave 5th Fl
Cambridge,MA02138
  PC The Black Teacher Archive: Charting New Paths in Digital Humanities and the History of African American Education 182,616

Harvard University

1033 Massachusetts Ave 5th Fl
Cambridge,MA02138
  PC Languages for Relating: Piloting an innovative learning framework in multilingual classrooms 49,941

Hias Inc

1300 Spring St Ste 500
Silver Spring,MD20910
  PC 2023 General Support 1,500

Humboldt State University Sponsored Programs Foundation

1 Harpst Street SBS 427
Arcata,CA95521
  PC Renewed Approaches to Education: Expanding Na:tinixwe Indigenous Language Resurgence 90,383

Homeless Prenatal Program Inc

2500 18th St
San Francisco,CA94110
  PC 2023 General Support 750

I Have The Right To

4841 Oxhall Crescent Northwest
Washington,DC20007
  PC 2023 General Support 1,500

Independent Sector

1602 L Street NW Suite 900
Washington,DC20036
  PC 2024 Membership Renewal 12,500

Indiana Univeristy Bloomington

509 East Third Street
Bloomington,IN474013654
  PC Thriving in College: A National Study of Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ+) Students 47,699

Indiana Univeristy Bloomington

509 East Third Street
Bloomington,IN474013654
  PC The Educational Consequences of Excess Emissions 49,500

Instituto Rosario de Investigaciones en Ciencias de la Educacion (IRICE)

Blvd 27 de Febrero 210 bis
Rosario,Santa FeS2000EZP
AR
  PC Expanding Early Mathematics Knowledge in Indigenous Contexts. A Culturally-based Educational Program with Wichi Communities in Argentina 45,203

It Takes a Village Family of Schools

806 N Peoria St 5th Floor
Chicago,IL60642
  PC 2023 General Support 750

Jagiellonian University

Golebia 24
Krakow Malopolski   31-007
PL
  PC Investigating Educational Policy-Making and its Responsiveness to Challenges in the World. A Qualitative Research Study in Four Transitioning Contexts: Georgia (USA), Poland, Czech Republic, and Wales 49,960

Jespy House

102 Prospect Street
South Orange,NJ07079
  PC 2023 General Support 1,500

Jewish Family And Children's Svs

3801 E Willow St
Long Beach,CA90815
  PC 2023 General Support 750

John Carroll University

1 John Carroll Boulevard
University Heights,OH441184581
  PC Models of d/Deaf and Hard of Hearing characters in childrens literature 48,667

Justice and Joy National Collaborative

610 SW Adler St Suite 215
Portland,OR972053625
  PC "We Need New Structures": Critical Mental Health Conversation Spaces for Girls and Gender Expansive Youth of Color to Envision Better Futures 75,000

Kansas State University

Anderson Hall
Manhattan,KS66506
  PC Visioning and Nurturing our Professional Ecosystems: Exploring Design and Impact of Indigenous Educator Training Programs for Healthy, Thriving Futures 75,000

Kansas State University

Anderson Hall
Manhattan,KS66506
  PC The Tribal Education Department Capacity Building Project 100,551

Learn Charter School Network

3021 W Carroll Ave
Chicago,IL60612
  PC 2023 General Support 7,500

Learning Policy Institute

1530 Page Mill Road Suite 250
Palo Alto,CA94304
  PC Preparing Culturally Sustaining and Responsive Teachers 75,000

Learning Policy Institute

1530 Page Mill Road Suite 250
Palo Alto,CA94304
  PC Advancing SoLD-Aligned, Equity-Focused Educator Preparation and Policy 150,000

Lesley University

29 Everett St
Cambridge,MA021382790
  PC Resisting Curriculum Erasure: Amplify Asian American Voices in Early Childhood Education through a Participatory Design of an Anti-Racist Biliteracy Curriculum 75,000

Lewis University

One University Parkway
Romeoville,IL604462200
  PC Voices of Reason y Resistencia: Migrant Youth Enacting Participatory Action 75,000

Luna Nova Music

1794 Carr Avenue
Memphis,TN38104
  PC 2023 General Support 1,750

Martin Chautari

27 Jeet Jung Marg Thapathali
Bagmati   44600
NP
  PC History of the Public School Education in Nepal,1900-1990 315,312

Mercer University

1501 Mercer University Dr
Macon,GA31207
  PC Use Your Voice: Linguistic Justice to Literacy Practice in the State of Georgia 153,992

Metropolitan State University of Denver

1201 5th Street
Denver,CO80204
  PC Centering Trauma-Informed Practices (TIP) to Sustain TIP Knowledge and Reduce Secondary Traumatic Stress in Novice Teachers: An Interdisciplinary Research-Practice Partnership. 266,004

MicGill University

845 Sherbrooke Street West
Montreal,QuebecH3A 0G4
CA
  PC Participatory and Collaborative History Projects as Pathways for Knowledge Creation for Teaching and Learning Anti-Racism in Secondary Schools 47,200

Michigan State University

Hannah Administration Building 426
Auditorium Road Room 2
East Lansing,MI488242600
  PC Redesigning Virtual Schools as Networks of Care and Solidarity 111,390

Michigan State University

Hannah Administration Building 426
Auditorium Road Room 2
East Lansing,MI488242600
  PC Invisibility is Not a Natural State for Anyone!: Lessons Learned from the Fight for Asian American Curricular Inclusion 74,638

Michigan State University

Hannah Administration Building 426
Auditorium Road Room 2
East Lansing,MI488242600
  PC Postsecondary Education: Autistic College Students Experiences of Success (PEACES) 87,701

Murphy Junoir High

26923 Grande Park Blvd
Planfield,IL60585
  PC 2023 General Support 225

N1 Foundation

37 Greenpoint Ave 316
Brooklyn,NY11222
  PC 2023 General Support 5,000

National Academy of Education

500 Fifth Street NW
Washington,DC20001
  POF National Academy of Education/Spencer Dissertation Fellowship Programs (Cohorts 24-25, 25-26, 26-27) 876,521

National Academy of Education

500 Fifth Street NW
Washington,DC20001
  POF National Academy of Education/Spencer Postdoctoral Fellowship Programs (Cohorts 24-25, 25-26, 26-27) 1,266,418

National Academy of Sciences

500 Fifth Street NW
Washington,DC20001
  PC Building Institutional Capacity for Engaged Research: A Workshop 25,000

National Center for Civic Innovation Fund for the City of New York

121 6th Ave 6th Fl
New York,NY10013
  PC Higher Ed Pathways to Immigration: Why it Matters 20,000

National Public Edication Support Fund

1425 K Street Northwest Suite 700
Washington,DC20005
  PC 2023-2024 Membership Renewal 25,000

New York University

70 Washington Sq South
New York,NY100121091
  PC Organizing Family and Community: Collective Parent Action and Intergenerational Learning 305,190

New York University

70 Washington Sq South
New York,NY100121091
  PC Inequalities in Academic Advising and its Impacts in Higher Education 125,060

New York University

70 Washington Sq South
New York,NY100121091
  PC Transforming Educational Futures for Black, Latine, and Working-Class Communities: A PAR study of Abolition in Education Justice Movement Organizing 46,786

New York University

70 Washington Sq South
New York,NY100121091
  PC Evaluating the Quality of Evidence on Racial Disproportionality in Special Education 50,000

New York University

70 Washington Sq South
New York,NY100121091
  PC Developing prospective teachers' knowledge base for teaching writing through mentoring youth writers 49,994

Night Ministry

1735 N Ashland Ave
Chicago,IL60622
  PC 2023 General Support 1,500

North Carolina State University

2601 Wolf Village Way
Raleigh,NC27607
  GOV Examining Rural Dual Language Programs, Multilingual Learners, and Rural Community Cultural Wealth 163,097

Northeastern University

360 Huntington Ave
Boston,MA021155005
  PC Revealing Practices: A History of Youth Privacy in America 50,000

Northeastern University

360 Huntington Ave
Boston,MA021155005
  PC Relax, Breathe, and Do Math: A Comparison of Math Tutoring and Relaxation Training Interventions to Reduce Math Anxiety and Improve Multidigit Math Operations 50,000

Northwestern University

633 Clark St
Evanston,IL60208
  PC Research Communication: Wrestling with reparations: A historical and ethnographic study of a Black community's struggle for educational justice 15,000

Northwestern University

633 Clark St
Evanston,IL60208
  PC Tracing the Long Arc of Human Learning and Social Change: Parenting, Worldmaking and the Iranian Left 145,059

Northwestern University

633 Clark St
Evanston,IL60208
  PC Partnering to Build Just and Humane Schools 74,991

Northwestern University

633 Clark St
Evanston,IL60208
  PC Developing a Community-Driven, Culturally Responsive-Sustaining, and Expansive Computer Science Ecosystems in Chicago and Beyond 75,000

Northwestern University

633 Clark St
Evanston,IL60208
  PC Education System (Re)Building for Equitable Access to Quality Teaching and Learning: A Global Dialogue 70,700

Northwestern University

633 Clark St
Evanston,IL60208
  PC EC-REACH 50,000

Northwestern University

633 Clark St
Evanston,IL60208
  PC Reimagining Spaces of Learning and Border Crossing through Narratives and Inquiries on Migration 49,999

Oakland University

2200 North Squirrel Road
Rochester Hills,MI483094401
  PC Justice-Oriented Teaching for Scientific Sensemaking in Elementary Teacher Education 49,941

Orphans of the Storm Animal Shelter

2200 Riverwoods Road
Riverwoods,IL60015
  PC 2023 General Support 300

Oswego East Wolf Parents

1525 Harvey Road
Oswego,IL60543
  PC 2023 General Support 150

Pacific University

2043 College Way
Forest Grove,OR97116
  PC Innovations in Measuring, Analyzing, and Discussing Race and Racial Inequality in Education Research and Journalism 50,000

PEN America

588 Broadway
New York,NY10012
  PC Understanding and Addressing Legislative Threats to the Freedom to Learn 50,000

PEN America

588 Broadway
New York,NY10012
  PC Tracking Educational Censorship 50,000

Philadelphia Student Union

501 52nd Street - Commercial Unit 1
Philadelphia,PA19143
  PC The Philadelphia Student Debt Coalition: Creating a Research-Organizing Model for Student Loan Policymaking 165,268

Poverty & Race Research Action Council

740 15th St NW 300
Washington,DC20005
  PC National Coalition on School Diversity - Supporting state and local school integration movements through interconnected research, communications, and relationship-building strategies 50,000

Putnam County Charter School System

158 Old Glenwood Springs Rd
Eatonton,GA31024
  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 149,100

Radio Milwaukee

220 East Pittsburgh Ave
Milwaukee,WI53204
  PC 2023 General Support 180

Regents of the University of Minnesota

Office of Sponsored Projects
Administration 200 Oak Street SE Su
Minneapolis,MN554552070
  PC Reclaiming Land and Languages Through Indigenous Community-Based Mobile Game Design 105,072

Research Foundation of CUNY on behalf of Brooklyn College

230 West 41st Street
New York,NY10036
  PC Zones of Inequality: How Schools Shaped Modern Brooklyn 40,398

Rhode Island College

600 Mount Pleasant Ave
Providence,RI02908
  PC Legal Status Invisibility and Racialized Hypervisibility: High School Counselors Experiences Advising Undocumented Students in Massachusetts 74,807

Rockefeller Philanthropy Advisors Inc

30 Rockefeller Plaza Suite 5600
New York,NY10112
  PC Sustained Convening of Indigenous and Native American Education Leaders 50,000

San Francisco State University

1600 Holloway Ave
San Francisco,CA94132
  PC Examining Culturally and Linguistically Affirming Translanguaging Practices in Augmentative and Alternative Communication Intervention: An Action Research Study 60,000

Society for Research on Educational Effectiveness

2040 Sheridan Road
Evanston,IL602080855
  PC Facilitate Authentic Engagement with Diverse and Representative Educational Researchers 50,000

Society Of St Vincent De Paul

4412 North Western Avenue
Chicago,IL60625
  PC 2023 General Support 6,000

Southern Methodist University

6425 Boaz St
Dallas,TX752750221
  PC Research Communication: COVID-19 Amid Hurricane Recovery: A Spatial-Qualitative Study of Student Homelessness in HISD 15,000

Stanford University

520 Galvez Mall
Stanford,CA94305
  PC Evaluation of a preschool socio-emotional curriculum: Testing effectiveness and drivers of change in a large, urban school district 118,778

Stanford University

520 Galvez Mall
Stanford,CA94305
  PC Monitoring, Analyzing, and Improving Educational Equity in New York State 132,974

Stanford University

520 Galvez Mall
Stanford,CA94305
  PC Understanding the Production of Racial & Linguistic Ability Stratification: A Blueprint for Systemic Transformation 75,000

Strategic Education Research Partnership Institute

1100 Connecticut Ave NW
Washington,DC20036
  PC SERP 20th Anniversary Event 50,000

Teachers College Columbia University

525 W 120th St
New York,NY10027
  PC (RE)ASSEMBLING INCLUSION: PERSPECTIVES OF STUDENTS WITH INTELLECTUAL DISABILITIES 49,998

Teachers College Columbia University

525 W 120th St
New York,NY10027
  PC Early Researchers Innovation Network (ERIN) 50,000

Teachers College Columbia University

525 W 120th St
New York,NY10027
  PC Support for The Hechinger Reports Education Journalism and Research 50,000

Temple University

1801 North Broad Street
Philadelphia,PA191226096
  PC Emerging critical infrastructures during COVID-19: The role of PA school districts in supporting vulnerable communities during crisis 127,262

Texas State University

601 University Dr
San Marcos,TX78666
  PC Developing teacher conscientization using video-cued ethnography to center Latinx immigrant parents knowledge of bilingual/bicultural development 59,451

The Board of Trustees of the University of Illinois

506 S Wright St
Urbana,IL61801
  PC Renewed General Operating Support for the Illinois Workforce and Education Research Collaborative (IWERC) 50,000

The Brookings Institution

1775 Massachusetts Avenue NW
Washington,DC200362188
  PC U.S. School Boards in a Time of Conflict and Consequence 132,718

The Chinese University of Hong Kong

Shatin
New Territories   00000
HK
  PC The journey of empathy development through on-campus intercultural engagement: A mixed-methods phenomenological case study 49,520

The Education Trust

1501 K Street NW
Washington,DC20005
  PC Affirmative Action Briefs 70,000

The Education Trust

1501 K Street NW
Washington,DC20005
  PC 2023 General Support 1,500

The George Washington University

1922 F Street NW - 4th Floor
Washington,DC200520042
  PC Exploring the Development of STEM Teaching Beliefs 49,999

The Hebrew University of Jerusalem

The Authority for Research and
Development USA Desk Sherman Resear
Jerusalem   9190401
IS
  PC Towards an Automatic Moderation of Non-convergent E-Discussions Based on Disagreement Strategies 50,000

The Hebrew University of Jerusalem

The Authority for Research and
Development USA Desk Sherman Resear
Jerusalem   9190401
IS
  PC Can we say it differently? Motivational prosody in teacher-student communication. 49,900

The New School

66 W 12th Street
New York,NY100118603
  PC Education Against Enclosure 49,820

The Ohio State University

1960 Kenny Road
Columbus,OH43210
  PC Longitudinal Peer Social Networks and Early Language Development: Transforming Understanding of Critical Features of Young Childrens Classroom Experiences 295,250

The Open University of Israel

1 University Road PO Box 808
Raanana   43107
IS
  PC Group learning in Zoom: Highlighting the effects of social, metacognitive and instructional design factors on learning outcomes 50,000

The Pennsylvania State University

201 Old Main
University Park,PA16802
  GOV Childrens Everyday Practices in Inclusive Transglossic Spaces: A Study of Collectivist Approaches to Deaf-Nondeaf Inclusive Bilingual Education in France 152,936

The Pennsylvania State University

201 Old Main
University Park,PA16802
  GOV Schools as Transformational Institutions to Create Thriving Communities in Culturally and Linguistically Diverse Rural Settings 74,980

The Research Foundation for The State University of New York

PO Box 9
Albany,NY122010009
  PC New Generation Activists: Black millennial caregivers experiences with & resistance against Neoliberalism & AntiBlackness in Education 50,000

The Research Foundation for The State University of New York

PO Box 9
Albany,NY122010009
  PC Examining the Impact of Legacy Costs on New York State Rural Schools 50,000

The Research Foundation for The State University of New York

PO Box 9
Albany,NY122010009
  PC Excavating the Oral Histories of Black World Language Teachers 47,124

The Research Foundation for The State University of New York

PO Box 9
Albany,NY122010009
  PC Advancing QuantCrit Methods and Data Sensitivity Approaches in Special Education Research 74,999

The Research Foundation of the City University of New York

230 W 41st Street
New York,NY10036
  PC Exploring "Local Backup" for Schools Targeted by the Anti-CRT "Conflict Campaigns" 49,426

The Salvation Army - AK Division

143 E 9th Ave
Anchorage,AK995013618
  PC 2023 General Support 1,500

The Schott Foundation for Public Education

1250 Hancock St Suite 803N
Quincy,MA02169
  PC Education Justice Grassroots Data/Research Collaborative 99,999

The University of Auckland

Private Bag 92019
Auckland   1142
NZ
  PC Do I belong here? Indigenous students' experience of mental wellbeing at university in Aotearoa New Zealand. 49,818

The University of Chicago

5801 S Ellis Ave
Chicago,IL60637
  PC Supporting Effective Implementation of Technology-Enabled Education in Rural Honduras 50,000

The University of Chicago

5801 S Ellis Ave
Chicago,IL60637
  PC Consortium Investor Council 40,000

The University of Ottawa Institute of Mental Health Research

1145 Carling Avenue
Ottawa,OntarioK1Z 7K4
CA
  PC Co-Creating Mental Health Education Research Initiatives for Advancing Racial Equity 49,998

The University of Texas at Austin

110 Inner Campus Drive
Austin,TX78712
  GOV Structure-Agency in Special Education: A multilevel qualitative study of the implementation of inclusion 126,427

The University of Texas at Austin

110 Inner Campus Drive
Austin,TX78712
  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 197,818

The University of Texas at Austin

110 Inner Campus Drive
Austin,TX78712
  GOV Culturally Relevant and Responsive Elementary STEM Education: Supporting Preservice Teachers Development 75,000

The University of Texas at Austin

110 Inner Campus Drive
Austin,TX78712
  GOV Making sense of the schoolification of early years education in public elementary schools 49,736

The University of Texas at Austin

110 Inner Campus Drive
Austin,TX78712
  GOV Addressing the (In)Visibility of Asian American Teachers: Racial Identity and Cross-Generational Support 76,368

The562 Network Inc

5940 E Walton St
Long Beach,CA90815
  PC 2023 General Support 7,500

Toronto Metropolitan University

350 Victoria St
London,OntarioM5B 2K3
CA
  PC Supporting the Creation of a New Professional Figure in Canadian Early Childhood Education: The Role of the Pedagogist 38,908

Towson University

8000 York Rd
Towson,MD212520001
  PC Development and Evaluation of High Variability Phonetic Training (HVPT) in World Language Classrooms 50,000

Trusetees of the U of Pennsylvania

2929 Walnut Street Suite 300
Philadelphia,PA191045099
  PC 2023 General Support 10,500

Tufts University

419 Boston Ave
Medford,MA021555555
  PC Automated Equity Reports for Supporting Equitable Learning Outcomes in Teamwork Pedagogies in STEM 75,000

Tulane University

6823 St Charles Avenue
New Orleans,LA701185698
  PC We are worthy of being heard and included: Engagement of youth voice in the evaluation of trauma-informed schools 163,039

United States Department of Education

400 Maryland Ave SW
Washington,DC20024
  PC U.S. Department of Educations Green Ribbon Schools Ceremony 11,000

Universidad de los Andes Chile

Monsenor Alvaro del Portillo
Santiago   12455
CI
  PC Intergenerational Transmission of Preferences for Higher Education and Gender Stereotypical Majors 37,422

Universidad de los Andes Chile

Monsenor Alvaro del Portillo
Santiago   12455
CI
  PC Visual and verbal rhetoric about teaching profession in Chile: a study on social representations about teachers 48,300

University College London

Gower Street
London   WC1E 6BT
UK
  PC Using eye-tracking as an educational tool: An investigation into the effects of interactive eye-tracking on second language vocabulary knowledge 49,643

University of Alabama

739 University Blvd
Tuscaloosa,AL354870166
  PC Culturally Sustaining Pedagogies to Critique and Reimagine Teaching Qualitative Research 45,577

University of Arizona

PO Box 3308
Tuscon,AZ85721
  GOV Kindergarten Childrens Peer Culture and Funds of Knowledge in Their Engagement with Educational Robots 50,000

University of Arizona

PO Box 3308
Tuscon,AZ85721
  GOV Examining School Psychologist Assessment Practices with Emergent Bilingual Students: The Impact of Arizonas English-Only Legislation 49,828

University of British Columbia

2329 West Mall
Vancouver,British ColumbiaV6T 1Z4
CA
  PC In Search of Freedom: A Study of Early Childhood Environments that Cultivate Agency and Interdependence 74,465

University of British Columbia

2329 West Mall
Vancouver,British ColumbiaV6T 1Z4
CA
  PC Building Native Language Teacher Proficiency and Fluency for Hawaiian and CHamoru Language Medium Education P-20+ 75,000

University of California Berkley

200 California Hall
Berkeley,CA94720
  PC Student Supports: The Role of Social Safety Net Programs in Community College Student Success 189,255

University of California Berkley

200 California Hall
Berkeley,CA94720
  PC Race-conscious education policies and adaptive anti-discrimination in a divided, multiracial democracy 205,794

University of California Davis

One Shields Avenue
Davis,CA956168678
  PC Centering racialized pre-service teachers: A proleptic re-design of teacher education for leveraging linguistic diversity 134,645

University of California Irvine

501 Aldrich Hall
Irvine,CA92697
  PC Moving Beyond the Binary: Re-Conceptualizing School Integration 75,000

University of California Irvine

501 Aldrich Hall
Irvine,CA92697
  PC Pens and Pixels: Generative AI in Education 50,000

University of California Los Angeles

10889 Wilshire Blvd Suite 700
Los Angeles,CA900951406
  PC Merit Financial Aid for Low-Income Students and Social Mobility 312,918

University of California Los Angeles

10889 Wilshire Blvd Suite 700
Los Angeles,CA900951406
  PC Novel Applications of Digital Civic Storytelling to Measure and Reduce Affective Political Polarization in Civic Learning Contexts 49,970

University of California Los Angeles

10889 Wilshire Blvd Suite 700
Los Angeles,CA900951406
  PC Race, Gender, and Place: An Exploration of Social and Environmental Factors "Beyond the Schoolhouse" As They Relate to Academic Disparities 75,000

University of California San Diego

9500 Gilman Dr
La Jolla,CA92093
  PC (Re)Storying the University of California: A community-centered approach to redressing the colonial inheritance of postsecondary institutions 74,864

University of California San Diego

9500 Gilman Dr
La Jolla,CA92093
  PC Florida Rapid Response Project: Exploring Educator and Student Experiences of Current Efforts to Restrict K-12 Learning about Race, Gender, Sexuality, Diversity, and History 50,000

University of Cincinnati

2624 Clifton Avenue
Cincinnati,OH452210063
  PC Charting Transfer Students' Information Search using Fully Integrated Mixed Methods 49,888

University of Colorado at Boulder

Regent Drive at Broadway
Boulder,CO803090017
  PC The Credit Consequences of College Attendance 67,722

University of Colorado at Boulder

Regent Drive at Broadway
Boulder,CO803090017
  PC Towards a framework for enacting, honoring and researching healing justice with racially marginalized youth 50,000

University of Colorado at Boulder

Regent Drive at Broadway
Boulder,CO803090017
  PC Democratic Education in Undemocratic Times: Engaging Philosophy in Addressing Pressing Civic Challenges 10,979

University of Colorado Denver

Grants and Contracts
Denver,CO802910238
  PC Developing Research Capacity to Support the Assessment of Student Learning and Program Outcomes in Action Civics Programming 197,278

University of Connecticut

352 Mansfield Road
Storrs,CT06269
  GOV Examining the Impact of Anti-LGBTQ+ Education Bills on Parents Beliefs and Parent-Child Conversations 49,995

University of Georgia Research Foundation Inc

Tucker Hall Room 409 310 East
Campus Road
Athens,GA306021589
  PC Optimal Design of Experimental Studies Investigating Moderation and Main Effects 117,131

University of Hawai'i at Manoa

Office of Research Services 2440
Campus Road Box 368
Honolulu,HI968222234
  PC Collaborative Inquiry-Informed Culturally Responsive Teaching for Native Hawaiian Pacific Islander Elementary Students 49,920

University of Illinois at Chicago

601 S Morgan
Chicago,IL60607
  PC Teaching about Race, Racism and Racial History: Investigating Experiences of Educators in Chicago 166,746

University of Illinois at Chicago

601 S Morgan
Chicago,IL60607
  PC Generating Queers: The Transformative Work of LGBTQ+ Intergenerational Dialogues 160,198

University of Illinois at Urbana-Champaign

506 S Wright St
Urbana,IL61801
  PC Political Conocimiento in Teaching Mathematics: Preparing Teachers to Advocate for Students 106,819

University of Illinois at Urbana-Champaign

506 S Wright St
Urbana,IL61801
  PC 2022 Spencer Mentor Award 15,000

University of Iowa

101 Jessup Hall
Iowa City,IA522421316
  GOV Scholarly Book Project on the History of Lyle Spencer 46,690

University of Kansas Center for Research Inc

2385 Irving Hill Road
Lawrence,KS660457563
  PC Queer intimacies: A qualitative examination of LGBTQ+ college students experiences in healthy intimate relationships 49,866

University of Manchester

Oxford Road Manchester
Manchester   M13 9PL
UK
  PC Research with and about International Students: A conference for critical conceptual and methodological considerations 44,778

University of Maryland at College Park

3112 Lee Building
College Park,MD207425141
  GOV Mobility Justice and School Desegregation 25,000

University of Maryland at College Park

3112 Lee Building
College Park,MD207425141
  GOV The Effect of Centralized-Admission School Lotteries on Between-School Segregation 49,424

University of Massachusetts Boston

100 Morrissey Boulevard
Boston,MA02125
  GOV Intersectional Organizing: Strategies for Cross-issue Solidarity in Educational and Social Justice Movements 108,150

University of Miami

Office of Research Administration
1320 S Dixie Highway 650
Coral Gables,FL33146
  PC Strengthening the Miami-Dade Early Learning Partnership: IDEAS for Children 105,140

University of Michigan

503 Thompson Street
Ann Arbor,MI48109
  PC Developing The Skills Needed for Living in a Diverse and Democratic Society: The Role of Liberal Arts Education 118,172

University of Michigan School of Public Health

3003 S State Street
Ann Arbor,MI48109
  PC 2023 General Support 750

University of Minnesota-Twin Cities

Office of Sponsored Projects
Administration
Minneapolis,MN554552070
  PC Using Machine Learning and Large-Scale Longitudinal Data to Identify Key Adolescent Social Determinants of Educational Attainment in White, Black, and Latinx Adults 50,000

University of Missouri - Columbia

Office of Sponsored Projects
Administration
Columbia,MO652110001
  PC Research Communication: Pathways to Success in School and Beyond for Native American Youth from a Reservation in Montana 15,000

University of Missouri - St Louis

One University Boulevard
Saint Louis,MO631214400
  PC Countering the Unintended Consequences of School Reforms: Communally-bonded Schools Reconnecting Black Students, Strengthening Communities, and Improving Educational Outcomes 217,568

University of North Carolina at Chapel Hill

103 South Bldg Cb 9100
Chapel Hill,NC27599
  PC Back to Normal? The long run effects of the COVID-19 pandemic on student, educator, and school outcomes 164,166

University of Oregon

110 Johnson Hall
Eugene,OR97403
  PC The Eyes as a Window on Cognitive Processing During Reading Timeline 49,638

University of Pennsylvania

34th Spruce Street
Philadelphia,PA191046303
  PC Research Communication: Critical Participatory Approaches to Inclusionary and Equitable School Facility Planning Processes 15,000

University of Pittsburgh

4200 Fifth Avenue
Pittsburgh,PA15260
  PC Examining, Disrupting, and Transforming Inequitable Postsecondary Science Degree Trajectories for Rural Students Using Participatory Action Research 75,000

University of Queensland

Level 6 Duhiq Tower Brisbane QLD
St Lucia   QLD 4072
CA
  PC Inhibitory control training for anxiety and math achievement in primary-school children 49,721

University of Southern California

University Park
Los Angeles,CA90089
  PC Keeping It Real: Learning From and Effectively Supporting Scholar-Activists 120,740

University of Southern California

University Park
Los Angeles,CA90089
  PC National DEI Defense Commission 75,000

University of Southern California

University Park
Los Angeles,CA90089
  PC Climate Change and Environmental Justice: The Role of Schools in Planning for a Sustainable Future Symposium 50,000

University of Tennessee Knoxville

1534 White Avenue
Knoxville,TN379961529
  PC Redevelopment and Validation of the College Sense of Belonging Scale 49,843

University of Texas at San Antonio

One UTSA Circle
San Antonio,TX782491644
  PC Challenging Exclusion: Mexican Americans, Textbook Reform, and Archive Preservation 75,000

University of Toronto

27 Kings College Circle
Toronto,OntarioM5S 1A1
CA
  PC 2022 Spencer Mentor Award 15,000

University of Toronto

27 Kings College Circle
Toronto,OntarioM5S 1A1
CA
  PC Enacting Sustainable Futures in Early Childhood Education: Transforming Educational Systems in Relation with Living Lands, Waters and Languages Across Global Contexts 74,501

University of Utah

201 Presidents Circle ROOM 201
Salt Lake City,UT841129008
  PC (Re)Classifying State Higher Education Governance: Examining How Policy Oversight Responsibilities Influence Postsecondary Attainment 50,000

University of Vermont

85 S Prospect St
Burlington,VT054050160
  PC The Whole System is Rigged: Citational (In)Equity and (In)Justice in Academe 74,856

University of Virginia

1827 University Avenue
Charlottesville,VA229032628
  PC The Afterlife of Slavery on Campus: Black Student Experiences with University Histories of Slavery and their Views on Higher Education Reparations 147,862

University of Virginia

1827 University Avenue
Charlottesville,VA229032628
  PC Young African American Children Animating Societal Change: A Mixed-Methods Inquiry 158,118

University of Washington

4333 Brooklyn Avenue NE Box 359472
Seattle,WA981059472
  GOV Leading in Partnership with Families Towards Racially Just and Ambitious Mathematics Teaching and Learning 49,967

University of Washington

4333 Brooklyn Avenue NE Box 359472
Seattle,WA981059472
  GOV Pathways for culturally and linguistically relevant and sustaining mathematics and science teacher preparation to support multilingual learners 74,968

University of Washington

4333 Brooklyn Avenue NE Box 359472
Seattle,WA981059472
  GOV Advancing Critical Social Network Analysis to Address Issues of Equity in Education Policy and Politics 25,000

University of Wisconsin-Madison

21 N Park Street Suite 6401
Madison,WI537151218
  PC Understanding Chinese International Students' Experiences of Everyday Racism and Mental Health Issues in U.S. Higher Education 49,999

University of Wisconsin-Milwaukee

2200 E Kenwood Blvd
Milwaukee,WI532010413
  PC Cultivating Black autistic youth agency in the context of police encounters in schools and communities 107,914

Urban Institute

500 Lenfant Plaza Southwest
Washington,DC20024
  PC 2023 General Support 1,500

Village Bike Project Inc

1915 11th Avenue East
Seattle,WA98102
  PC 2023 General Support 300

Virginia Commonwealth University

910 W Franklin St
Richmond,VA23284
  GOV How to QuantCrit 6,750

Wake Forest University

1834 Wake Forest Road
Winston Salem,NC27106
  PC Something Inside So Strong: Advancing Black and Hispanic Students' Reading Self-Efficacy, Leadership Development, and Community Engagement through CDF Freedom School Culturally Sustaining Academic Programming 114,205

Washington State University

French Administration Building
Pullman,WA991645910
  PC Re-centering Indigenous Concepts of Educational Success to Promote Systemic Change 75,000

William T Grant Foundation

One Grand Central Place
New York,NY10165
  PF Support for the 2023 Institutional Challenge Grant Program at the William T. Grant Foundation 649,678

Winnetka Community House

620 Lincoln Ave
Winnetka,IL60093
  PC 2023 General Support 750

Worship Warming Center

1910 S Kedzie
Chicago,IL60623
  PC 2023 General Support 6,000

YMCA of Metropolitan Chicago

1030 West Van Buren Street
Chicago,IL60607
  PC 2023 General Support 13,500

Yale University

PO Box 2038
New Haven,CT06521
  PC Transforming the Discourse for Equity in Early Childhood Education: Reimagining Curriculum and Pedagogies and Young Children as Capable 75,000
Total .................................right arrow 3a 20,033,782
bApproved for future payment

Appalachian State University
Dougherty Administration Building
Boone,NC28608
  PC Picturing Resilience: The Visual Narratives of Safety and Joy among Black Collegians 43,423

Arizona State University Foundation for A New American University
300 East University Drive
Tempe,AZ852812061
  PC EYEPlay ADAPT: Expanding A University-Theater-School District Partnership to Support Early Literacy for Preschoolers with Diverse Abilities through Drama 156,431

Baylor University
500 Speight Ave
Waco,TX76798
  PC A Longitudinal Analysis of Multiply-Marginalized Individuals Aspirations, Expectations, and Experiences After Navigating Food Insecurity at Selective, Normatively Affluent Universities 74,996

Boston College
140 Commonwealth Avenue
Chestnut Hill,MA02467
  PC Interrogating the Alignment of Current Statistical Methods with the Theory of Systemic Racism 50,000

Boston College
140 Commonwealth Avenue
Chestnut Hill,MA02467
  PC Envisioning the Transformation of Measures and Analysis of Structural and Systemic Racism 75,000

Brown University
One Prospect Street
Providence,RI02912
  PC Hidden Funds: School-Supporting Non-Profits, School Resources, and Rising Inequality 374,659

Centre for Social Studies - University of Coimbra Portugal
CES - Colegio de S Jeronimo Largo D
Dinis Ap 3087
Coimbra   3000-995
PO
  PC Teaching the History of Enslavement and Race in the Colony-Metropole Nexus 74,955

Chalkbeat
1239 Broadway 703B
New York,NY10001
  PC Coverage of Education Research and Scholarship 50,000

Chicago State Foundation
9501 S King Dr
Chicago,IL60628
  PC Illinois Center for Education Equity Launch 75,000

Columbia University in the City of New York
West 116 St and Broadway
New York,NY10027
  PC Spencer Education Journalism Fellowship Program, 2024 - 2028 2,393,752

Council on Foundations
1255 23rd Street
Washington,DC20037
  PC 2024 Membership Renewal 19,000

Drew University
36 Madison Ave
Madison,NJ07940
  PC The I in Africa: African-American Students Explorations of Black Identity Development through Critical Race Travel Pedagogy in Ghana 75,000

Drexel University
3141 Chestnut St
Philadelphia,PA19104
  PC STEAMing through Dance: A Multimodal Exploration of Black Girls Intersectional Identities and STEAM Literacies within a Transdisciplinary STEAM Counterspace. 168,856

Education Writers Association
1825 K Street NW
Washington,DC20006
  PC Enhancing Reporter Coverage and Understanding of Education Research 50,000

FLACSO Argentina
Ayacucho
Buenos Aires   1426
AR
  PC History teaching through dialogical controversies in synergy with documentary films: fostering historical comprehension, identity development and prejudice reduction 274,540

Foundation Financial Officers Group
19 Mantua Rd
Royal,NJ080611006
  PC 2024 General Support 10,000

George Mason University
4400 University Dr
Fairfax,VA220304444
  PC Family-led Early Childhood Systems Change for Educational Equity 74,913

Indiana Univeristy Bloomington
509 East Third Street
Bloomington,IN474013654
  PC Exploring Institutional Agents Leadership Approaches and Racial Equity Orientations: Supporting Black and Latinx Students in Higher Education 73,540

Johns Hopkins University
3400 N Charles St Mason Hall
Baltimore,MD21218
  PC Decarcerating STEM Pedagogy at Scale: Designing a Culturally Restorative Pedagogy 74,968

Kansas State University
Anderson Hall
Manhattan,KS66506
  PC The Tribal Education Department Capacity Building Project 295,699

Makerere University
7062 University Road
Kampala   00000
UG
  PC Affordances of makerspaces influencing biomedical undergraduate engineering students' design learning and curriculum localization in Uganda and the USA 50,000

Massachusetts Institute of Technology
77 Massachusetts Avenue
Cambridge,MA02139
  PC Teacher Perspectives on the Arrival of GenerativeAI in a Watershed School Year 50,000

Michigan State University
Hannah Administration Building 426
Auditorium Road Room 2
East Lansing,MI488242600
  PC Dean's Alliance Retreats 14,375

Michigan State University
Hannah Administration Building 426
Auditorium Road Room 2
East Lansing,MI488242600
  PC Creating Transformative Possibility in Schools and Communities: Asian American Studies in Divergent Political Contexts 3,500,000

Mikva Challenge
200 South Michigan Avenue Suite
1000
Chicago,IL60604
  PC Mikva Challenge Action Civics Summer Institute 70,000

Montclair State University
1 Normal Avenue
Montclair,NJ070431624
  GOV Echoes of Racialization in Danish High Schools: Teachers Creative Negotiations of Policy in Work with Muslim Youth 48,902

Montclair State University
1 Normal Avenue
Montclair,NJ070431624
  GOV Transforming Four-Year Colleges and Universities to Promote Academic Success for Parenting Undergraduate Students 74,991

NAACP Empowerment Programs Inc
4805 Mt Hope Dr
Baltimore,MD21215
  PC Commemoration for the 70th Anniversary of Brown v. Board of Education 75,000

National Academy of Education
500 Fifth Street NW
Washington,DC20001
  POF National Academy of Education/Spencer Dissertation Fellowship Programs (Cohorts 24-25, 25-26, 26-27) 4,382,606

National Academy of Education
500 Fifth Street NW
Washington,DC20001
  POF National Academy of Education/Spencer Postdoctoral Fellowship Programs (Cohorts 24-25, 25-26, 26-27) 6,332,088

New York University
70 Washington Sq South
New York,NY100121091
  PC Partnering for Equity: A Trauma Informed Community-Research Collaborative to Improve Youth Outcomes 75,000

North Carolina State University
2601 Wolf Village Way
Raleigh,NC27607
  GOV Examining Rural Dual Language Programs, Multilingual Learners, and Rural Community Cultural Wealth 334,723

Northwestern University
633 Clark St
Evanston,IL60208
  PC Supporting and Expanding the Indigenous Education Initiative 75,000

Rowan University Foundation Inc
201 Mullica Road
Glassboro,NJ08028
  PC Beneath the Veil of Niceness: Interrogating the Facade of Anti-Racist Work in Student Affairs 49,997

Russell Sage Foundation
112 East 64th Street
New York,NY10021
  PC Advancing Research on the Promotion of Educational Attainment and Economic Mobility Among Racially, Ethnically, and Economically Diverse Groups in a Post-Affirmative Action Era 200,000

Rutgers The State University of New Jersey
Office of Research and Sponsored
programs 33 Knightsbridge Road
Piscataway,NJ088543925
  PC Radicalizing Climate Pasts: Harnessing Black Ecological Knowledge to Inform Transformative Climate Justice Education in the U.S. South 75,000

Rutgers The State University of New Jersey
Office of Research and Sponsored
programs 33 Knightsbridge Road
Piscataway,NJ088543925
  PC Towards Just Histories: Visioning and Developing Community-Based Curriculum Collectives Around Contested Local History 75,000

Sacramento State Sponsored Research
California State University
Sacramento
Sacramento,CA958196111
  PC A Critical Race Content Analysis of Diversity in Childrens Books, from 2020-2021 59,999

Salve Regina University
100 Ochre Point Avenue
Newport,RI028404192
  PC Living in Tension: How Faculty and Staff at Evangelical Christian Colleges and Universities Support LGBTQ+ Students 49,694

Stanford University
520 Galvez Mall
Stanford,CA94305
  PC Educating for Food Sovereignty: Social Movements, Sustainable Agriculture, and Latin American Institutes of Agroecology 500,000

Suffolk University
8 Ashburton Place
Boston,MA021082770
  PC A Mixed Methods Examination of the Impacts of Climate Change Education on Students 49,962

The Century Foundation
One Whitewall Street 15th Floor
New York,NY10004
  PC Advancing Integration by Bringing Practitioners and Researchers Together to Improve Data Tools 50,000

The Education Trust
1501 K St NW Ste 200
Washington,DC20005
  PC EdTrust Youth Participatory Action Research Scholar 250,000

The Hebrew University of Jerusalem
The Authority for Research and
Development USA Desk Sherman Resear
Jerusalem   9190401
IS
  PC Threat and Empowerment: How Educators Empower Students who are under Threat of Home Relocation or Demolition 50,000

The Pennsylvania State University
201 Old Main
University Park,PA16802
  GOV Connecting Interdisciplinary Experts: A Strategic Network Alliance to Leverage Countermeasures to Misinformation in Education 75,000

The University of Auckland
Private Bag 92019
Auckland   1142
NZ
  PC Strengthening the Vaka: Achieving Equity in Higher Education for Pacific Peoples 74,855

The University of Chicago
5801 S Ellis Ave
Chicago,IL60637
  PC Evaluating Global and Local Relative Effectiveness of Educational Organizations by Capitalizing on Multisite Randomized Trials 374,966

The University of Texas at Austin
110 Inner Campus Drive
Austin,TX78712
  GOV Addressing the (In)Visibility of Asian American Teachers: Racial Identity and Cross-Generational Support 173,544

The University of Texas at Austin
110 Inner Campus Drive
Austin,TX78712
  GOV Black Brown Dialogues on Policy 75,000

The University of Texas at Austin
110 Inner Campus Drive
Austin,TX78712
  GOV Admission, Tuition, and Housing: The Relative Effects of Different Guarantees in the College Outcomes of High-Ability, Low-SES Students 499,326

The University of Texas at Austin
110 Inner Campus Drive
Austin,TX78712
  GOV Building Capacity for Fair Prediction of College Student Success at Community Colleges 74,193

Towson University
8000 York Rd
Towson,MD212520001
  PC The Influence of Anti-Critical Race Theory Legislation on Teacher Candidates Job Search 60,000

Tufts University
419 Boston Ave
Medford,MA021555555
  PC Focusing on Multiplicative Foundations to Enhance Access to Calculus 49,196

United States Department of Education
400 Maryland Ave SW
Washington,DC20024
  PC U.S. Department of Educations Green Ribbon Schools Ceremony 7,000

University Corporation at Monterey Bay
100 Campus Center
Seaside,CA93955
  PC Localization of History and Civics in Salinas Ethnic Studies Classrooms 384,225

University Enterprises Inc
California State University
Sacramento,CA95819
  PC Extending Dual Language Programs to Overcome Inequities: Developing a Roadmap for California High Schools 74,509

University Foundation at Sacramento State
6000 J St
Sacramento,CA95819
  PC Juneteenth Symposium 2024 25,000

University of California Berkley
200 California Hall
Berkeley,CA94720
  PC Othering & Belonging Conference 2024 25,000

University of California Berkley
200 California Hall
Berkeley,CA94720
  PC Banned Scholars Project 47,940

University of California Merced
5200 North Lake Road
Merced,CA953435603
  PC The Effects of Special Education on Crime 50,000

University of California Riverside
900 University Ave
Riverside,CA92521
  PC The Warmth of Counterspaces: An Ethnography of a Black Doctoral Student Writing Group 74,617

University of California Santa Cruz
1156 High St
Santa Cruz,CA950641011
  PC Writing with ChatGPT: The learning promises and perils of co-writing with generative models in college linguistics classes 249,689

University of Colorado Denver
Grants and Contracts
Denver,CO802910238
  PC Developing Research Capacity to Support the Assessment of Student Learning and Program Outcomes in Action Civics Programming 202,377

University of Hong Kong
Pokfulam Road
Pokfulam   00000
HK
  PC Changing Norms of Citizenship? Identifying Conceptions of Good Citizenship and Their Underlying Factors in Adolescence 49,407

University of Illinois at Urbana-Champaign
506 S Wright St
Urbana,IL61801
  PC What's Race and Care Got to do With it? School Leadership Ethics for Communal Responsibility 74,999

University of Kentucky Research Foundation
109 Kinkead Hall
Lexington,KY405060057
  PC Talking Back & Pointing to the Hills: Exploring Educational Equity in Appalachia through Dinner and Dialogue 49,839

University of Massachusetts Amherst
374 Whitmore Building 181 President
Drive
Amherst,MA01003
  PC Of 'SpongeBobs and 'Daniel Tigers': Parent-Child Co-construction of Time Units 50,000

University of Minnesota-Twin Cities
Office of Sponsored Projects
Administration
Minneapolis,MN554552070
  PC Enhancing Collaborative Research Toward Prospects of STEM AI/AN Tribal College Graduate Students 75,000

University of Missouri - Columbia
Office of Sponsored Projects
Administration
Columbia,MO652110001
  PC Understanding the Lives and Teaching of Migrant Teachers with Undocumented Backgrounds through the Lens of Community Cultural Wealth 49,492

University of Nebraska at Omaha
6001 Dodge St
Omaha,NE681820225
  PC Nuestras historias son sus historias: Community curation and storytelling in local museums with Latine youth 250,000

University of Oregon
110 Johnson Hall
Eugene,OR97403
  PC Racial literacy, capabilities and curriculum-making 74,964

University of Southern California
University Park
Los Angeles,CA90089
  PC Connecting Eviction-Prevention Policies and School Practices to Improve Educational Equity for Vulnerable Families and Children 75,000

University of South Florida
4202 East Fowler Ave
Tampa,FL336209951
  PC Stories-to-live-by: Literacy Teaching for the Climate in Florida 50,000

University of Toronto
27 Kings College Circle
Toronto,OntarioM5S 1A1
CA
  PC Racial Equity for Education in Emergencies: Tracing Humanitarian Aid Policy-Making and Priorities 64,820

University of Virginia
1827 University Avenue
Charlottesville,VA229032628
  PC Young African American Children Animating Societal Change: A Mixed-Methods Inquiry 162,882

University of Virginia
1827 University Avenue
Charlottesville,VA229032628
  PC Waived English Learners: A Multi-State Exploration of an Overlooked English Learner Subgroup 374,999

University of Virginia
1827 University Avenue
Charlottesville,VA229032628
  PC The Landscape of Education for Children with Autism Spectrum Disorder and Other Neurodevelopmental Disabilities in Kenya 473,245

University of Virginia
1827 University Avenue
Charlottesville,VA229032628
  PC Coordinating Mental Health Supports to Advance Equity Goals Within in-and After-School Settings 75,000

University of Washington
4333 Brooklyn Avenue NE Box 359472
Seattle,WA981059472
  GOV Developing a Community-Based Model for Equitable AI Practices in Education Settings 75,000

University of Wisconsin-Madison
21 N Park Street Suite 6401
Madison,WI537151218
  PC Youth Writing for Peace in Colombia: A Collaborative Analysis of Teachers and Students Perspectives 43,193

University of Wisconsin-Milwaukee
2200 E Kenwood Blvd
Milwaukee,WI532010413
  PC Cultivating Black autistic youth agency in the context of police encounters in schools and communities 291,973

Virginia Commonwealth University
910 W Franklin St
Richmond,VA23284
  GOV Resource Inequality Across U.S. Colleges and Universities: New Evidence from Old Data 49,986

Wake Forest University
1834 Wake Forest Road
Winston Salem,NC27106
  PC Something Inside So Strong: Advancing Black and Hispanic Students' Reading Self-Efficacy, Leadership Development, and Community Engagement through CDF Freedom School Culturally Sustaining Academic Programming 285,795

William T Grant Foundation
One Grand Central Place
New York,NY10165
  PF Support for the 2024 Institutional Challenge Grant Program at the William T. Grant Foundation 650,000
Total ................................. right arrow 3b 26,919,100
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
    14 158,207  
4 Dividends and interest from securities ....     14 15,666,548  
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 63,118,690  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS Refund
    01 2,000  
bWI State Tax Overpayment     01 276  
cProperty Tax Refund     01 84  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 78,945,805 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
78,945,805
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
Silicon Valley Community Foundation (CZI)
 
1300 S El Camino Real Suite 100
 
San Mateo, CA94402

$ 1,500,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
New Ventures (SERN)
 
1201 Connecticut Ave 300
 
Washington, DC20036

$ 1,000,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
MacArthur Foundation
 
140 S Dearborn St 1200
 
Chicago, IL60603

$ 85,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RSM US LLP 57,344 41,366   15,978
Newport Group, Inc 1,750 0   1,750

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

TY 2023 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 8,263,774 Postdoctoral fellowship program (Cohorts 18-19, 19-20, 20-21) 8,263,774 No 10/13/22    
William T Grant Foundation
 
One Grand Central Place 60 E 42nd
St 43rd Floor
New York,NY10165
2023-03-22 649,678 2023 Institutional Challenge Grant Program 649,678 No 9/10/24    
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) 5,128,021 No 4/3/24    
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) 7,502,075 No 4/3/24    
National Academy of Education
 
500 Fifth Street NW 1049
Washington,DC20001
2023-06-28 5,259,127 Postdoctoral fellowship program (Cohorts 24-25, 25-26, 26-27) 0 No N/A    
National Academy of Education
 
500 Fifth Street NW 1049
Washington,DC20001
2023-08-29 7,598,505 Postdoctoral fellowship program (Cohorts 24-25, 25-26, 26-27) 0 No N/A    
William T Grant Foundation
 
One Grand Central Place 60 E 42nd
St 43rd Floor
New York,NY10165
2024-03-14 650,000 2024 Institutional Challenge Grant Program 0 No N/A    

TY 2023 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 123,363,587 123,363,587

TY 2023 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 224,833,513 224,833,513
VANGUARD Developed Market Index 144,298,220 144,298,220
DFA Core Emerging Markets 24,215,096 24,215,096
NTAM ESG 32,130,413 32,130,413
Aperio ESG 63,644,174 63,644,174

TY 2023 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 368,735 345,886 22,849 22,850
Computer/Electronic Equipment 1,736,087 1,603,099 132,988 132,989
Leasehold Improvements 1,311,190 555,660 755,530 755,528


TY 2023 LegalFeesSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Sidley Austin LLP 33,532 0   33,532


TY 2023 OtherAssetsSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Right of Use Asset 2,763,353 2,507,334 2,507,334


TY 2023 OtherDecreasesSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Description Amount
Deferred Federal Excise Tax 272,082


TY 2023 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 155,532 0   155,532
Maintenance on Equipment 235,273 0   235,273
Insurance 45,402 0   45,402
Office Supplies 160,765 0   160,765
Postage 1,330 0   1,330


TY 2023 OtherIncomeSchedule2
Name:
The Spencer Foundation
EIN:
36-6078558
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IRS Refund 2,000   2,000
WI State Tax Overpayment 276   276
Property Tax Refund 84   84


TY 2023 OtherIncreasesSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Description Amount
Unrealized Gain on Investments 19,619,419


TY 2023 OtherLiabilitiesSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Description Beginning of Year - Book Value End of Year - Book Value
Post-Retirement Health Benefit Liability 3,881,279 4,177,042
Deferred Federal Excise Tax 2,853,954 3,126,036
Deferred Compensation 97,051 255,172
Long Term Lease Liability 2,984,574 2,741,441
Excise Tax Payable 0 198,085


TY 2023 OtherProfessionalFeesSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management and Consulting 430,250 430,250   0
Program Consulting 1,142,512 0   1,142,512
IT Consulting 33,006 0   33,006
Administrative Consulting 281,046 0   281,046


TY 2023 TaxesSchedule
Name:
The Spencer Foundation
EIN:
36-6078558
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Internal Revenue Service 1,026,084 0   0