Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DIANA DAVIS SPENCER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3 BETHESDA METRO CENTER 118
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

20-3672969
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,510,145,435J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 27,535 27,535  
4 Dividends and interest from securities... 20,459,442 22,453,805  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,933,892
b Gross sales price for all assets on line 6a 288,080,579
7 Capital gain net income (from Part IV, line 2)... 25,926,774
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 27,405 1,461,565  
12 Total. Add lines 1 through 11........ 31,448,274 49,869,679  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,049,314 993,381   993,381
14 Other employee salaries and wages...... 1,050,698 506,380   506,380
15 Pension plans, employee benefits....... 716,638 358,698   358,698
16a Legal fees (attach schedule)......... Click to see attachment 950,478 95,048   899,964
b Accounting fees (attach schedule)....... Click to see attachment 306,263 163,306   163,306
c Other professional fees (attach schedule).... Click to see attachment 3,796,072 3,351,353   347,729
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,492,844 74,406   74,406
19 Depreciation (attach schedule) and depletion... 231,910 0  
20 Occupancy.............. 194,546 0   197,122
21 Travel, conferences, and meetings....... 82,690 0   81,476
22 Printing and publications.......... 8,429 0   2,337
23 Other expenses (attach schedule)....... Click to see attachment 304,312 4,566,303   179,958
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,184,194 10,108,875   3,804,757
25 Contributions, gifts, grants paid....... 53,993,422 55,746,195
26 Total expenses and disbursements. Add lines 24 and 25 65,177,616 10,108,875   59,550,952
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,729,342
b Net investment income (if negative, enter -0-) 39,760,804
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Page 2
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 183,851,636 92,742,133 92,742,133
3 Accounts receivable bullet27,405
Less: allowance for doubtful accounts bullet     27,405 27,405
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 553,008 1,053,808 1,053,808
10a Investments—U.S. and state government obligations (attach schedule) 247,355,441 Click to see attachment186,001,321 186,001,321
b Investments—corporate stock (attach schedule)....... 232,791,512 Click to see attachment279,117,148 279,117,148
c Investments—corporate bonds (attach schedule)....... 325,425,709 Click to see attachment310,524,323 310,524,323
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 485,270,168 Click to see attachment639,732,878 639,732,878
14 Land, buildings, and equipment: basis bullet2,156,309
Less: accumulated depreciation (attach schedule) bullet1,285,375 1,214,336 Click to see attachment870,934 870,934
15 Other assets (describe bullet) Click to see attachment4,903 Click to see attachment75,485 Click to see attachment75,485
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,476,466,713 1,510,145,435 1,510,145,435
Liabilities 17 Accounts payable and accrued expenses.......... 614,270 1,161,117
18 Grants payable................. 67,333,465 65,180,692
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,887,892 Click to see attachment3,926,696
23 Total liabilities (add lines 17 through 22)......... 70,835,627 70,268,505
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,405,631,086 1,439,876,930
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,405,631,086 1,439,876,930
30 Total liabilities and net assets/fund balances (see instructions). 1,476,466,713 1,510,145,435
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,405,631,086
2
Enter amount from Part I, line 27a .....................
2
-33,729,342
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
67,975,186
4
Add lines 1, 2, and 3 ..........................
4
1,439,876,930
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,439,876,930
Form 990-PF (2021)
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Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PARTNERSHIP ST CAPITAL P    
b PARTNERSHIP LT CAPITAL P    
c PARTNERSHIP 1231 GAIN P    
d PUBLICLY TRADED SECURITIES      
e PUBLICLY TRADED SECURITIES      
(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 6,114,702     6,114,702
b 8,800,683     8,800,683
c 75,468     75,468
d 8,621,575   5,838,998 2,782,577
e 264,468,151   256,314,807 8,153,344
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       6,114,702
b       8,800,683
c       75,468
d       2,782,577
e       8,153,344
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 25,926,774
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Page 4
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 552,675
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- ..... 5 552,675
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 400,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 505,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 905,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 6,107
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 346,218
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 346,218
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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)
bulletDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2021)
Page 5
Form 990-PF (2021)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressbulletWWW.DDSFOUNDATION.ORG
14
The books are in care ofbulletCAROLE FEATHERSTONE Telephone no.bullet (301) 961-4000

Located atbullet3 BETHESDA METRO CENTER 118BETHESDAMD ZIP+4bullet20814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
and enter the amount of tax-exempt interest received or accrued during the year ........bullet
15
 
16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(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 ........bullet
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2021? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?....................
2a
 
No
If "Yes," list the years bullet20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
bullet20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2021.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
4b
 
No
Form 990-PF (2021)
Page 6
Form 990-PF (2021)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........bullet
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DIANA DAVIS SPENCER EXECUTIVE CHAIRMAN
40.00 		726,546 46,869 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
ABBY SPENCER MOFFAT CEO & PRESIDENT
40.00 		709,000 60,118 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
KIMBERLY F LAMANNA TRUSTEE
1.00 		0 0 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
HARRISON HOWARD TRUSTEE
1.00 		30,000 0 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
CAROLE A FEATHERSTONE CHIEF FINANCIAL OFFICER
40.00 		620,029 20,306 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
CHRISTOPHER BURN AUDIT & INVESTMENT COMMITTEE MEMBER
12.00 		170,000 0 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
JOHN RICHARDSON AUDIT & INVESTMENT COMMITTEE MEMBER
1.00 		50,000 0 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
RICHARD PAINTER AUDIT & INVESTMENT COMMITTEE MEMBER
1.00 		50,000 0 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NICOLE K SHAW SENIOR PROGRAM MANAG
40.00 		236,934 100,567 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
MARY HAMILTON PROJECT MANAGER
40.00 		196,451 83,493 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
YHEIZZI OWEN GRANTS MANAGER
40.00 		158,729 88,951 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
ELIZABETH SMIROLDO SENIOR RESEARCH ANAL
40.00 		184,800 43,848 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
DEBORA MARTIN SENIOR EXECUTIVE ASS
40.00 		128,800 53,668 0
3 BETHESDA METRO CENTER
BETHESDA,MD20814
Total number of other employees paid over $50,000...................bullet 2
Form 990-PF (2021)
Page 7
Form 990-PF (2021)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MORGAN STANLEY GRAYSTONE INVESTMENT ADVISORS 972,816
12505 PARK POTOMAC AVENUE 420
POTOMAC,MD20854
HAMLIN CAPITAL MANGEMENT LLS INVESTMENT ADVISORS 859,568
640 FIFTH AVENUE 11TH FLOOR
NEW YORK,NY10019
JONES DAY LEGAL 491,207
PO BOX 7805 BEN FRANKLIN STATION
WASHINGTON,DC20044
CAMERON LLP LEGAL 388,902
818 CONNECTICUT AVE NW STE 900
WASHINGTON,DC20006
CLIFTONLARSONALLEN LLP ACCOUNTING SERVICES 289,169
220 6TH STREET SUITE 300
MINNEAPOLIS,MN55402
Total number of others receiving over $50,000 for professional services.............bullet2
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  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................bullet0
Form 990-PF (2021)
Page 8
Form 990-PF (2021)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,293,104,031
b
Average of monthly cash balances.......................
1b
172,949,634
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,466,053,665
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,466,053,665
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
21,990,805
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,444,062,860
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
72,203,143
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
72,203,143
2a
Tax on investment income for 2021 from Part V, line 5.......
2a
552,675
b
Income tax for 2021. (This does not include the tax from Part V.) ...
2b
127,219
c
Add lines 2a and 2b............................
2c
679,894
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
71,523,249
4
Recoveries of amounts treated as qualifying distributions................
4
27,405
5
Add lines 3 and 4............................
5
71,550,654
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
71,550,654
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
59,550,952
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
 
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
59,550,952
Form 990-PF (2021)
Page 9
Form 990-PF (2021)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2020 		(c)
2020 		(d)
2021
1 Distributable amount for 2021 from Part X, line 7 71,550,654
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2021:
a From 2016...... 28,921,755
b From 2017......  
c From 2018......  
d From 2019......  
e From 2020......  
f Total of lines 3a through e ........ 28,921,755
4Qualifying distributions for 2021 from Part
XI, line 4: bullet$ 59,550,952
a Applied to 2020, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2021 distributable amount..... 59,550,952
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2021. 11,999,702 11,999,702
(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 16,922,053
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2016 not
applied on line 5 or line 7 (see instructions) ... 		16,922,053
9 Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2017....  
b Excess from 2018....  
c Excess from 2019....  
d Excess from 2020....  
e Excess from 2021....  
Form 990-PF (2021)
Page 10
Form 990-PF (2021)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ...... bullet
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2021 (b) 2020 (c) 2019 (d) 2018
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here bullet
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2021)
Page 11
Form 990-PF (2021)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACTON ACADEMY FOUNDATION

2422 K STREET NW
WASHINGTON,DC20037 		  PUBLIC CHARITY THE ACTON ACADEMY GROWTH AND ENTREPRENEURSHIP FUND 50,000

AFTER-SCHOOL ALL-STARS

1331 H STREET NW STE 1100
WASHINGTON,DC20005 		  PUBLIC CHARITY TOWARDS THE DC CAPACITY BUILDING AND WORKFORCE DEVELOPMENT PROJECT 250,000

AID TO THE CHURCH IN NEED

725 LEONARD STREET 3RD FLOOR
BROOKLYN,NY11222 		  PUBLIC CHARITY TOWARDS GENERAL SUPPORT 5,000

AMERICAN ENDEAVOR INC

3407 NORTH SALFORD BOULEVARD
NORTH PORT,FL34286 		  PUBLIC CHARITY PROCLAIMING THE FORTITUDE OF THE AMERICAN SPIRIT PROJECT 20,000

AMERICAN STRATEGY GROUP THE (CLAREMONT STRATEGY GROUP)

937 W FOOTHILL BLVD SUITE C
CLAREMONT,CA91711 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 200,000

AMERICAN STUDIES CENTER FBO AMERICAN VETERANS CENTER

1100 N GLEBE RD STE 910
ARLINGTON,VA22201 		  PUBLIC CHARITY 2021 AMERICAN VETERANS CENTER LEGACY PROJECT 50,000

AMERICAN SWISS FOUNDATION INC

271 MADISON AVENUE SUITE 1403
NEW YORK,NY10016 		  PUBLIC CHARITY AMERICAN SWISS FOUNDATION ALUMNI RELATIONS EXPENSES AND COVID-19 RELATED EXPENSES 225,000

AMERICAS FUTURE FOUNDATION

1633 CONNECTICUT AVE NW NO 300
WASHINGTON,DC20009 		  PUBLIC CHARITY THE ACTIVATING YOUNG ADVOCATES FOR LIBERTY PROJECT 160,000

ANNE ARUNDEL COUNTY PUBLIC SCHOOLS

1179 HAMMOND LANE
ODENTON,MD21113 		  GOVERNMENT TO BE ALLOCATED EXCLUSIVELY AS FOLLOWS; $21,000 TOWARDS THE COVID-19 SCHOOL IMPROVEMENT PROJECT AND $4,000 TOWARDS GENERAL SUPPORT TO ENRICH AND REWARD STUDENTS. 25,000

ASIA AMERICA INITIATIVE

1521 16TH STREET NW
WASHINGTON,DC20036 		  PUBLIC CHARITY EXPANDING COMMUNITY STABILIZATION DURING THE COVID PANDEMIC PROJECT 375,000

ATLAS ECONOMIC RESEARCH FOUNDATION

4075 WILSON BLVD NO 310
ARLINGTON,VA22203 		  PUBLIC CHARITY AFGHANISTAN FREEDOM CHAMPIONS PROJECT 50,000

BAR HARBOR FOOD PANTRY

36 MOUNT DESERT STREET
BAR HARBOR,ME04609 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

BECKET FUND

1200 NEW HAMPSHIRE AVE
WASHINGTON,DC20036 		  PUBLIC CHARITY STRATEGIC CAPACITY BUILDING FOR THE NEXT GENERATION OF SCHOLARS AND PRACTITIONERS PROJECT 100,000

BEST FRIENDS FOUNDATION

4 LAUREL PARKWAY
CHEVY CHASE,MD20815 		  PRIVATE FOUNDATION HOW TO BE YOUR BEST SELF: PROMOTING SOCIAL-EMOTIONAL LEARNING. 300,000

BETHESDA CHEVY CHASE RESCUE SQUAD

5020 BATTERY LANE
BETHESDA,MD20814 		  PUBLIC CHARITY TO BE ALLOCATED EXCLUSIVELY AS FOLLOWS; $59,000 TOWARDS THE FIRE/RESCUE OPERATIONS PROGRAM AND $1,000 TOWARDS GENERAL OPERATING SUPPORT 60,000

BULLIS SCHOOL

10601 FALLS ROAD
POTOMAC,MD20854 		  PUBLIC CHARITY FINANCIAL AID PROGRAM 100,000

CALVIN COOLIDGE PRESIDENTIAL FOUNDATION

BOX 97
PLYMOUTH,VT05056 		  PUBLIC CHARITY TOWARDS THE CALVIN COOLIDGE SCHOLARSHIP PROGRAM 100,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVE NE
WASHINGTON,DC20017 		  PUBLIC CHARITY TOWARDS INCREASING FOOD ACCESS IN GREATER WASHINGTON, DC THROUGH EMERGENCY RESPONSE AND POLICY PROGRAMS 150,000

CAPITAL RESEARCH CENTER

1513 16TH STREET NW
WASHINGTON,DC20036 		  PUBLIC CHARITY TOWARDS THE CAPITAL RESEARCH CORE PROGRAMS AND IMPACT VIDEO PROGRAMS 350,000

CENTER FOR A SECURE FREE SOCIETY (SFS)

1440 G ST NW
WASHINGTON,DC20005 		  PUBLIC CHARITY COMBATTING DISINFORMATION PROJECT 100,000

CENTER FOR EDUCATION REFORM

1455 PENNSYLVANIA AVE NW SUITE 250
WASHINGTON,DC20004 		  PUBLIC CHARITY PARENTAL CHOICE PROJECTS 250,000

CHAPEL HAVEN INCORPORATED

1040 WHALLEY AVENUE
NEW HAVEN,CT06515 		  PUBLIC CHARITY COVID-19 RAINY DAY FUND 500,000

CHAPEL HAVEN INCORPORATED

1040 WHALLEY AVENUE
NEW HAVEN,CT06515 		  PUBLIC CHARITY ANNUAL FUND 100,000

CHAPEL HAVEN INCORPORATED

1040 WHALLEY AVENUE
NEW HAVEN,CT06515 		  PUBLIC CHARITY BEST BUDDIES PROJECT 40,000

CHAPEL HAVEN INCORPORATED

1040 WHALLEY AVENUE
NEW HAVEN,CT06515 		  PUBLIC CHARITY FOR A FROZEN YOGURT/ICE CREAM MACHINE AND TRAINING ON THIS EQUIPMENT 20,000

CODE 3 ASSOCIATION

480 MALCOLM RD
VIENNA,VA22180 		  PUBLIC CHARITY TOWARDS THE UNIVERSITY STARTUPS PROJECT 55,000

COLLEGE OF THE ATLANTIC

105 EDEN ST
BAR HARBOR,ME04609 		  PUBLIC CHARITY THE BROAD REACH CAMPAIGN, AS DESCRIBED IN THE APPLICATION AND AGREEMENT. 50,000

COLLEGE OF THE ATLANTIC

105 EDEN ST
BAR HARBOR,ME04609 		  PUBLIC CHARITY THE BROAD REACH CAMPAIGN, AS DESCRIBED IN THE APPLICATION AND AGREEMENT. 50,000

COLLEGIATE DIRECTIONS INC

4827 RUGBY AVE STE 001
BETHESDA,MD20814 		  PUBLIC CHARITY TOWARDS PROVIDING COMPREHENSIVE COLLEGE ACCESS AND SUCCESS SUPPORT PROJECTS FOR DC AREA YOUTH 300,000

CULTURE WISE STUDIES INC

4073 MISSION OAKS BLVD
CAMARILLO,CA93012 		  PUBLIC CHARITY BUILDING CHARACTER DEVELOPMENT IN FUTURE GENERATIONS BY PROMOTING CONSERVATIVE, FAMILY VALUES THROUGH THE MASS MEDIA 250,000

DARTMOUTH COLLEGE

7 LEBANON STREET SUITE 302 6015
HANOVER,NH03755 		  PUBLIC CHARITY TO SUPPORT OF THE POSTDOCTORAL FELLOWS PROGRAM IN US FOREIGN POLICY AND INTERNATIONAL SECURITY, AN INTERDISCIPLINARY POSTDOCTORAL FELLOWSHIP PROGRAM AIMED AT BRINGING THE BEST SCHOLARS TO THE COLLEGE FOR A YEAR OF TEACHING, STUDY, RESEARCH AND ACADEMIC COLLABORATION ON ISSUES OF VITAL REAL WORLD IMPORTANCE TO US FOREIGN POLICY AND INTERNATIONAL 300,000

DONORS TRUST

1800 DIAGONAL ROAD SUITE 280
ALEXANDRIA,VA22314 		  PUBLIC CHARITY DONOR ADVISED FUND CONTRIBUTION 7,000,000

DONORS TRUST INC

1800 DIAGONAL ROAD SUITE 280
ALEXANDRIA,VA22314 		  PUBLIC CHARITY UPGRADES FOR DONORS TRUST INFRASTRUCTURE PROJECT 250,000

EARTH UNIVERSITY FOUNDATION

151 ELLIS STREET NE FLOOR 1 STE 133
ATLANTA,GA30303 		  PUBLIC CHARITY TO BE ALLOCATED EXCLUSIVELY AS THE FOLLOWING: $100,000 EXCLUSIVELY TOWARDS THE EARTH UNIVERSITY EDUCATING ENTREPRENEURIAL LEADERS FOR A SUSTAINABLE AND PROSPEROUS FUTURE PROJECT; AND $25,000 EXCLUSIVELY TOWARDS THE EARTH UNIVERSITY FOUNDATION ENDOWMENT 125,000

ENCOUNTER FOR CULTURE AND EDUCATION

900 BROADWAY SUITE 601
NEW YORK,NY10003 		  PRIVATE OPERATING FO GENERAL SUPPORT AND YOUTH OUTREACH PROGRAMS 30,000

EPISCOPAL DIOCESE OF WASHINGTON FBO BISHOP WALKER SCHOOL FOR BOYS

1801 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		  PUBLIC CHARITY TOWARDS GENERAL SUPPORT IN HONOR OF WILLIAM HAGUE 25,000

ESSENTIALS IN EDUCATION FBO NATIONAL MARRIAGE WEEK USA

115 EAST 62ND STREET
NEW YORK,NY10065 		  PUBLIC CHARITY NATIONAL MARRIAGE WEEK USA 200,000

FOR LOVE OF CHILDREN

1301 PENNSYLVANIA AVE SE
WASHINGTON,DC20003 		  PUBLIC CHARITY THE NEIGHBORHOOD TUTORING PROGRAM 25,000

FOUNDATION FOR AMERICAN CONTENT AND ENTERTAINMENT FBO BOLDTV

6740 COMMERCE RD
WEST BLOOMFIELD,MI48324 		  PUBLIC CHARITY TO SUPPORT DIGITAL MEDIA PROJECTS 500,000

FOUNDATION FOR CULTURAL REVIEW INC

900 BROADWAY STE 602
NEW YORK,NY10003 		  PUBLIC CHARITY PROGRAM SUPPORT AND 40TH ANNIVERSARY PROJECTS 30,000

FOUNDATION FOR ECONOMIC EDUCATION

1819 PEACHTREE ROAD NE SUITE 300
ATLANTA,GA30309 		  PUBLIC CHARITY REVOLUTION OF ONE AND FEE EN ESPAOL PROJECT 150,000

FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC

510 WALNUT STREET STE 1250
PHILADELPHIA,PA19106 		  PUBLIC CHARITY TOWARDS GENERAL OPERATIONS 200,000

FREE TO CHOOSE NETWORK

2002 FILMORE AVENUE
ERIE,PA16506 		  PUBLIC CHARITY TO SUPPORT GRANTEES PRODUCTION AND DISTRIBUTION OF NEW VIDEO AND ONLINE MEDIA CONTENT TO EDUCATE STUDENTS AND THE GENERAL PUBLIC IN THE UNITED STATES ON THE FUNDAMENTALS OF CIVICS AS ROOTED IN AMERICAS FOUNDING PRINCIPALS. CIVICS PROJECTS WITH JUDGE DOUGLAS GINSBURG. 100,000

FREEDOM ALLIANCE

22570 MARKEY COURT SUITE 240
DULLES,VA20166 		  PUBLIC CHARITY TOWARDS THE FREEDOM ALLIANCE SCHOLARSHIP FUND & STUDENT OUTREACH PROJECT 200,000

FUND FOR AMERICAN STUDIES

1706 NEW HAMPSHIRE AVENUE NW
WASHINGTON,DC20009 		  PUBLIC CHARITY INSTITUTE FOR LEADERSHIP IN THE AMERICAS, THE ROBERT NOVAK JOURNALISM FELLOWSHIP PROGRAM, AND THE CREATION OF THE DIANA DAVIS SPENCER INTERNATIONAL AFFAIRS FELLOWSHIP FOR STUDENTS ATTENDING THE INSTITUTE OF ECONOMICS AND INTERNATIONAL AFFAIRS 300,000

GATESTONE INSTITUTE

14 E 60TH STREET SUITE 705
NEW YORK,NY10022 		  PUBLIC CHARITY GATESTONE FELLOWS AND WRITERS PROJECT 100,000

GCSEN FOUNDATION

430 OLD NEIGHBORHOOD RD
KINGSTON,NY12401 		  PUBLIC CHARITY WHEATON COLLEGE CAMPUS CORE PROGRAM SUPPORT 200,000

GCSEN FOUNDATION

430 OLD NEIGHBORHOOD RD
KINGSTON,NY12401 		  PUBLIC CHARITY WHEATON COLLEGE CAMPUS CORE PROGRAM SUPPORT 100,000

GCSEN FOUNDATION

430 OLD NEIGHBORHOOD RD
KINGSTON,NY12401 		  PUBLIC CHARITY TOWARD THE GCSEN WHEATON COLLEGE (MA) CAMPUS PROGRAM 21-22 PROJECT 500,000

GEORGE MASON UNIVERSITY

4400 UNIVERSITY DR MS1A3
FAIRFAX,VA22030 		  PUBLIC CHARITY DIANA DAVIS SPENCER FOUNDATION SCHOLARSHIP PROGRAM AT THE SCHAR SCHOOL 450,000

GEORGE MASON UNIVERSITY

4400 UNIVERSITY DR MS1A3
FAIRFAX,VA22030 		  PUBLIC CHARITY $175,000 PER YEAR FOR THREE (3) YEARS TOWARDS JUDICIAL SEMINARS ON CAPITALISM, FREEDOM AND PROSPERITY; AND $25,000 PER YEAR FOR THREE (3) YEARS TOWARDS GENERAL SUPPORT OF THE GEORGE MASON LAW AND ECONOMICS CENTER 200,000

GLOBAL GOOD FUND

3066 HOBBS ROAD
GLENWOOD,MD21738 		  PUBLIC CHARITY TOWARDS GENERAL SUPPORT 10,000

GOVERNMENT ACCOUNTABILITY INSTITUTE

1414 PIEDMONT DRIVE EAST
TALLAHASSEE,FL32308 		  PUBLIC CHARITY TO BE ALLOCATED EXCLUSIVELY AS FOLLOWS: $200,000 TOWARDS RESEARCH PROGRAM INITIATIVES; AND $175,000 TOWARDS MEDIA DEPARTMENT INITIATIVES 375,000

HAZELDEN BETTY FORD FOUNDATION

15251 PLEASANT VALLEY ROAD
CENTER CITY,MN55012 		  PUBLIC CHARITY TOWARDS THE BUILDING CAPACITY TO MEET THE NEEDS OF FAMILIES AFFECTED BY ADDICTION INITIATIVES 300,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		  PUBLIC CHARITY TOWARDS THE ELECTION INTEGRITY, MARKETING, DEVELOPMENT AND CONVENING THOSE UNDER 40 PROGRAMS. 1,500,000

HIRE HEROES USA

1360 UNION HILL ROAD STE 2A
ALPHARETTA,GA30004 		  PUBLIC CHARITY INDEPENDENCE PROJECT 543,195

INDEPENDENT WOMENS FORUM (IWF)

4 WEEMS LANE
WINCHESTER,VA22601 		  PUBLIC CHARITY TOWARDS THE WINNING WOMEN PROGRAM 500,000

INFORMING AMERICA INC

1747 PENNSYLVANIA AVE NW SUITE 1000
WASHINGTON,DC20006 		  PUBLIC CHARITY GENERAL OPERATION SUPPORT 1,500,000

INOVA HEALTH SYSTEM FOUNDATION

8110 GATEHOUSE RD STE 200
FALLS CHURCH,VA22042 		  TYPE II SUPPORTING O TEAM MEMBER COMPASSION AND RESILIENCE PROGRAM 100,000

INSTITUTE FOR JUSTICE

901 N GLEBE ROAD SUITE 900
ARLINGTON,VA22203 		  PUBLIC CHARITY TOWARDS THE PRESERVING THE AMERICAN DREAM THROUGH STRATEGIC PUBLIC INTEREST LITIGATION 150,000

INSTITUTE FOR RESPONSIBLE CITIZENSHIP INC

1227 25TH STREET NW 6TH FLOOR
WASHINGTON,DC20037 		  PUBLIC CHARITY TOWARDS GENERAL PROGRAM SUPPORT 500,000

INTERCOLLEGIATE STUDIES INSTITUTE INC

3901 CENTERVILLE RD
WILMINGTON,DE19807 		  PUBLIC CHARITY DIANA DAVIS SPENCER FOUNDATION DEBATE SERIES 200,000

INTERNATIONAL SPY MUSEUM

700 LENFANT PLAZA SW
WASHINGTON,DC20024 		  PUBLIC CHARITY TOWARDS YOUTH EDUCATION PROGRAMS AND EXPANDING OUTREACH ALONGSIDE WITH CODE 3 ASSOCIATION 200,000

INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION

5614 CONNECTICUT AVE NW NO 341
WASHINGTON,DC20015 		  PUBLIC CHARITY FOR MULTIMEDIA PRODUCTION DIVISION PROJECTS 225,000

IONA SENIOR SERVICES

4125 ALBEMARLE STREET NW
WASHINGTON,DC20016 		  PUBLIC CHARITY IONA SENIOR SERVICES, MEMORIAL TRIBUTE FOR ANN H. WINSOR 5,000

ISLAND HOUSING TRUST

1366 STATE HIGHWAY 102
BAR HARBOR,ME04609 		  PUBLIC CHARITY TO SUPPORT YEAR ROUND HOUSING OPPORTUNITIES FOR PEOPLE WORKING ON MOUNT DESERT ISLAND (MDI), MAINE. ISLAND HOUSING 50,000

ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN

246 MAIN STREET
SOUTHWEST HARBOR,ME04679 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 30,000

JACKSON LABORATORY

10 DISCOVERY DRIVE
FARMINGTON,CT06032 		  PUBLIC CHARITY VISION RESEARCH PROJECT 2,000,000

JAMES WILSON INSTITUTE FOR NATURAL RIGHTS AND THE AMERICAN FOUNDING

722 12TH STREET NW FOURTH FLOOR
WASHINGTON,DC20005 		  PUBLIC CHARITY JAMES WILSON INSTITUTE: A SECOND FOUNDING PROJECT 100,000

JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS (JINSA)

1101 14TH AVENUE NW NO 1030
WASHINGTON,DC20008 		  PUBLIC CHARITY EDUCATIONAL MILITARY LEADERSHIP PROGRAM 300,000

KEYSTONE SERVICE SYSTEMS INC

1078 GRAVEL HILL ROAD
GRANTVILLE,PA17028 		  PUBLIC CHARITY TOWARDS THE SUSQUEHANNA SERVICE DOGS INFRASTRUCTURE AND PROFESSIONAL DEVELOPMENT PROJECTS 100,000

KING BAUDOUIN FOUNDATION UNITED STATES

10 ROCKEFELLER PLAZA 16TH FLOOR
NEW YORK,NY10020 		  PUBLIC CHARITY ENTREPRENEURIAL YOUTH IN BRUSSELS 12,000

LAND CONSERVATION ASSISTANCE NETWORK

106 LAFAYETTER STREET SUITE 3G
YARMOUTH,ME04096 		  PUBLIC CHARITY THE GEORGIA LANDCAN, AN AMERICAN VALUE PROPOSITION 75,000

LAW ENFORCEMENT LEGAL DEFENSE FUND

2560 HUNTINGTON AVE NO 100
ALEXANDRIA,VA22303 		  PUBLIC CHARITY DIANA DAVIS SPENCER FOUNDATION SCHOLARSHIP PROGRAM AT THE SCHAR SCHOOL 300,000

LAWYERS DEMOCRACY FUND

56295 LITTLE MONITEAU ROAD
CALIFORNIA,MO65018 		  NC EDUCATIONAL INITIATIVES, PUBLIC INTEREST LITIGATION AND NONPARTISAN POLICY RESEARCH ACTIVITIES IN CONNECTION WITH ITS ELECTION INTEGRITY INVESTMENT PROJECT, WHICH AIMS TO EDUCATE THE AMERICAN PUBLIC ON THE ISSUES OF VOTING IRREGULARITIES AND ELECTORAL SYSTEM INTEGRITY 275,000

LEADERSHIP INSTITUTE

1101 NORTH HIGHLAND STREET
ARLINGTON,VA22201 		  PUBLIC CHARITY TOWARD THE NORMANDY PROJECT: CONSERVATIVES LIBERATING COLLEGE CAMPUSES 100,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		  PUBLIC CHARITY TO SUPPORT FARA MOSKOWITZ FUNDRAISING (THE MAN & WOMAN OF THE YEAR CAMPAIGN) 1,000

LIFEFLIGHT FOUNDATION

13 MAIN ST 2ND FL
CAMDEN,ME04843 		  PUBLIC CHARITY NEXT GENERATION MEDICAL HELICOPTERS PROJECT 200,000

LINCOLN NETWORK INC

2443 FILLMORE ST 380-3386
SAN FRANCISCO,CA94115 		  PUBLIC CHARITY ASSESSING CHINA AND CYBER SECURITY RISKS PROJECT 100,000

MAINE SEACOAST MISSION

127 WEST STREET
BAR HARBOR,ME04609 		  PUBLIC CHARITY TOWARDS THE YOUTH DEVELOPMENT, FAMILY SUPPORT, FOOD SECURITY, AND HEALTH 250,000

MAPLEBROOK SCHOOL INC

5142 ROUTE 22
AMENIA,NY12501 		  PUBLIC CHARITY TOWARDS GENERAL SUPPORT 100,000

MEDIA RESEARCH CENTER INC

1900 CAMPUS COMMONS DRIVE 600
RESTON,VA20191 		  PUBLIC CHARITY $2,400,000 FOR THE FREE SPEECH AMERICA AND $600,000 FOR CNS NEWS. 3,000,000

MIDDLE EAST CHILDREN'S INSTITUTE INC

63 FOREST AVENUE SUITE 5B
LOCUST VALLEY,NY11560 		  PUBLIC CHARITY TO THE CHILDREN AND WOMEN IN CRISIS INITIATIVE 50,000

MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC

1819 L STREET NW 5TH FLOOR
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL OPERATIONS AND THE RUSSIA MEDIA STUDIES PROJECT 500,000

MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC

1819 L STREET NW 5TH FLOOR
WASHINGTON,DC20036 		  PUBLIC CHARITY TOWARDS THE CHINA MEDIA STUDIES PROJECT. 500,000

MONPELIER FOUNDATION

13384 LAUNDRY ROAD
MONTPELIER STATION,VA22957 		  PUBLIC CHARITY THE POWER WHICH KNOWLEDGE GIVES PROJECT 25,000

MOUNT DESERT FESTIVAL OF CHAMBER MUSIC INC

PO BOX 87
MOUNT DESERT,ME04640 		  PUBLIC CHARITY TOWARDS INCREASING ONLINE PRESENCE THROUGH PRODUCING, STREAMING, & POSTING CONCERT RECORDINGS 15,000

MOVING PICTURE INSTITUTE

375 GREENWICH ST
NEW YORK,NY10013 		  PUBLIC CHARITY SUPPORTING THE PRODUCTION BUDGETS FOR MPIS ORIGINAL PRODUCTION FILMS 400,000

MT DESERT ISLAND HOSPITAL

10 WAYMAN LANE
BAR HARBOR,ME04609 		  PUBLIC CHARITY GENERAL SUPPORT 300,000

MYSA SCHOOL

1500 HARVARD ST NW
WASHINGTON,DC20009 		  PUBLIC CHARITY SCHOLARSHIPS 800,000

NATIONAL ASSOCIATION OF SCHOLARS

420 MADISON AVE 7TH FL
NEW YORK,NY10017 		  PUBLIC CHARITY TOWARDS FOREIGN INFLUENCE & ACADEMIC FREEDOM PROJECT 200,000

NATIONAL FATHERHOOD INITIATIVE

12410 MILESTONE CENTER DRIVE SUITE
600
GERMANTOWN,MD20876 		  PUBLIC CHARITY TOWARDS THE EXPAND THE EVIDENCE-BASED 24/7 DAD PROGRAM IN THE WESTERN U.S. 60,000

NATIONAL FOREST FOUNDATION

27 FORT MISSOULA RD SUITE 3
MISSOULA,MT59804 		  PUBLIC CHARITY FOR GENERAL SUPPORT IN HONOR OF TIM SCHIEFFELIN FOR HIS CONTINUED EFFORTS AND DEDICATION TO THE NATIONAL FOREST FOUNDATION 5,000

NATIONAL HISTORY DAY

4511 KNOX ROAD SUITE 205
COLLEGE PARK,MD20740 		  PUBLIC CHARITY NATIONAL HISTORY DAY VIRTUAL NATIONAL COMPETITION 150,000

NATIONAL PARK TRUST

401 EAST JEFFERSON STREET SUITE 207
ROCKVILLE,MD20850 		  PUBLIC CHARITY TOWARDS THE ENGAGING MILITARY FAMILIES IN PUBLIC LANDS INITIATIVE 50,000

NATIONAL REHABILITATION HOSPITAL INC (MEDSTAR NATIONAL REHABILITATION NETW

102 IRVING STREET NW
WASHINGTON,DC20016 		  PUBLIC CHARITY TOWARDS THE FUNCTIONAL ELECTRICAL STIMULATION BIKE PROJECT & NEUROLOGIC MUSIC WELLNESS PROGRAM. 100,000

NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC

8001 BRADDOCK RD NO 600
SPRINGFIELD,VA22160 		  PUBLIC CHARITY TOWARDS STRATEGIC LITIGATION, PUBLIC INFORMATION, AND EDUCATION PROGRAMS 150,000

NATIONAL TAXPAYERS UNION FOUNDATION

122 C STREET NW SUITE 650
WASHINGTON,DC20001 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 150,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

2600 VIRGINIA AVENUE NW 1100
WASHINGTON,DC20037 		  PUBLIC CHARITY TOWARDS GENERAL OPERATING SUPPORT 10,000

NEIGHBORHOOD HOUSE CLUB

PO BOX 332 1 KIMBALL ROAD
NORTHEAST HARBOR,ME04662 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT AND THE GREAT HALL LIGHTING IMPROVEMENT PROJECT 100,000

NETWORK FOR TEACHING ENTREPRENEURSHIP

120 WALL STREET 18TH FLOOR
NEW YORK,NY10005 		  PUBLIC CHARITY A $2 MILLION FUNDRAISING CHALLENGE FOR NFTE PER THE TERMS IN THE AGREEMENT 2,000,000

NETWORK OF ENLIGHTENED WOMEN INC

1360 EAST CAPITOL STREET NE
WASHINGTON,DC20003 		  PUBLIC CHARITY EDUCATING AND TRAINING AMERICAS PRO-LIBERTY LEADERS PROJECT 120,000

NFTE NEW HAVEN CORPORATION

1040 WHALLEY AVENUE
NEW HAVEN,CT06515 		  PUBLIC CHARITY NFTE NEW HAVEN YOUTH ENTREPRENEURSHIP PROGRAM 45,000

NORTHEAST HARBOR LIBRARY

1 JOY RD
NORTHEAST HARBOR,ME04662 		  PUBLIC CHARITY SCHOLARSHIP PROGRAM 25,000

NORTHEAST HARBOR LIBRARY

1 JOY RD
NORTHEAST HARBOR,ME04662 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000

OPERA CLUB OF THE VILLAGES

720 SAN MARINO DR
LADY LAKE,FL32159 		  PUBLIC CHARITY FOR MUSIC SCHOLARSHIP FUND, IN MEMORY OF PAT PISCITELLI 5,000

OPERATION OPPORTUNITY FOUNDATION DBA THE WARRIOR SCHOLAR PROJECT

1012 14TH ST NW SUITE 1200
WASHINGTON,DC20005 		  PUBLIC CHARITY TOWARDS 2021 BOOTCAMPS AND DIANA DAVIS SPENCER SCHOLARS FUND 250,000

PACIFIC LEGAL FOUNDATION

930 G STREET
SACRAMENTO,CA95814 		  PUBLIC CHARITY TO SUPPORT LITIGATION, RESEARCH, LEGAL POLICY, AND OUTREACH PROGRAMS 100,000

PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY

101 MONTGOMERY STREET SUITE 1300
SAN FRANCISCO,CA94104 		  PUBLIC CHARITY TOWARDS THE 2021 HEALTH CARE COMMUNICATIONS STRATEGY PROJECT 75,000

PARKINSON FOUNDATION OF THE NATIONAL CAPITAL AREA

8830 CAMERON ST 201
SILVER SPRING,MD20910 		  PUBLIC CHARITY GENERAL OPERATING IN MEMORY OF PHILIP PILLSBURY 5,000

PENFAULKNER FOUNDATION

6218 GEORGIA AVENUE NW UNIT 1062
WASHINGTON,DC20011 		  PUBLIC CHARITY GENERAL SUPPORT 25,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		  PUBLIC CHARITY PRAGERU RESOURCES FOR EDUCATORS AND PARENTS PROGRAM 250,000

RARE CROSSROADS INC

3066 HOBBS ROAD
GLENWOOD,MD21738 		  PUBLIC CHARITY AUTISM RESEARCH PROGRAM 100,000

RISING TIDE CAPITAL

384 MARTIN LUTHER KING DRIVE
JERSEY CITY,NJ07305 		  PUBLIC CHARITY TOWARD NATIONAL REPLICATION, PROGRAM INNOVATION AND THOUGHT LEADERSHIP PROGRAM 800,000

SAMARITAN'S PURSE

801 BAMBOO RD
BOONE,NC28607 		  PUBLIC CHARITY TORNADO DISASTER RELIEF 100,000

SHALEM FOUNDATION

845 THIRD AVENUE SIXTH FLOOR
NEW YORK,NY10022 		  PUBLIC CHARITY MODERN MIDDLE EASTERN STUDIES PROGRAM 100,000

SISTER STATES OF MARYLAND

16 FRANCIS STREET
ANNAPOLIS,MD21403 		  PUBLIC CHARITY MARYLAND SISTER STATES PROGRAM INITIATIVES 150,000

SOCIETY OF THE FOUR ARTS

100 FOUR ARTS PLAZA
PALM BEACH,FL33480 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 25,000

SPAULDING REHABILITATION HOSPITAL CORPORATION

300 FIRST AVENUE
CHARLESTOWN,MA02129 		  PUBLIC CHARITY THE JOHN MEANS SPENCER CAREGIVER AWARD AND THE NURSING PROFESSIONAL DEVELOPMENT PROGRAM. 110,000

SPECIAL OPERATIONS WARRIOR FOUNDATION

1137 MARBELLA PLAZA DRIVE
TAMPA,FL33619 		  PUBLIC CHARITY DIANA DAVIS SPENCER ENDOWED SCHOLARSHIP 150,000

SPEECH FIRST INC

1300 I ST NW STE 400E
WASHINGTON,DC20005 		  PUBLIC CHARITY STRATEGIC CAMPUS FREE SPEECH LITIGATION PROJECT 100,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		  PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000

SUBURBAN HOSPITAL FOUNDATION INC

8600 OLD GEORGETOWN ROAD
BETHESDA,MD20814 		  TYPE I SUPPORTING OR TOWARDS THE SUBURBAN HOSPITAL NURSE RESIDENCY AND COVID19 COMMUNITY RAPID RESPONSE PROGRAM 200,000

TENEO NETWORK INC

2606 W 8TH ST
AUSTIN,TX78703 		  PUBLIC CHARITY TENEO ACCELERATE PROGAM AND RETREAT SPONSORSHIP 225,000

TEXAS A&M UNIVERSITY

2132 ALLEN BUILDING 4420 TAMU
COLLEGE STATION,TX77843 		  PUBLIC CHARITY CREATE A NEW WASHINGTON D.C.-BASED GRADUATE EDUCATION PROGRAM IN NATIONAL SECURITY AND INTELLIGENCE WITHIN TAMUS BUSH SCHOOL OF GOVERNMENT AND PUBLIC SERVICE 7,000,000

THE SALVATION ARMY A GEORGIA CORPORATION

2626 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20037 		  PUBLIC CHARITY TOWARDS RELIEF EFFORTS IN TEXAS 50,000

UNITED SERVICE ORGANIZATION INC

2111 WILSON BOULEVARD SUITE 1200
ARLINGTON,VA22201 		  PUBLIC CHARITY TOWARDS THE USO TRANSITIONS INVESTING IN THE FUTURES OF AMERICA'S SERVICE MEMBERS AND MILITARY FAMILIES PROGRAM 250,000

US FOUNDATION FOR THE COMMEMORATION OF THE WORLD WARS

701 PENNSYLVANIA AVE NW 123
WASHINGTON,DC20004 		  PUBLIC CHARITY TO INSTALL A NATIONAL WORLD WAR I MEMORIAL IN WASHINGTON, DC 250,000

VICTIMS OF COMMUNISM MEMORIAL FOUNDATION INC

300 NEW JERSEY AVENUE NW SUITE 900
WASHINGTON,DC20001 		  PUBLIC CHARITY MARXISM IN AMERICA PROJECT: COUNTERING COMMUNIST INFLUENCE THROUGH PUBLIC EDUCATION, RESEARCH, AND POLICY STUDIES 700,000

WASHINGTON TENNIS & EDUCATION FOUNDATION INC

5220 16TH ST NW
WASHINGTON,DC20011 		  PUBLIC CHARITY CHILDREN & YOUTH RESIDING IN LOW-INCOME DC COMMUNITIES PROJECT 100,000

WHEATON COLLEGE

26 EAST MAIN ST
NORTON,MA02766 		  PUBLIC CHARITY TOWARD SCHOLARSHIP IN MEMORY OF DALE MARSHALL 5,000

WHEATON COLLEGE

26 EAST MAIN ST
NORTON,MA02766 		  PUBLIC CHARITY TOWARDS THE WHEATON COLLEGE DISCOVERY CENTER. 5,000,000

WHEATON COLLEGE

26 EAST MAIN ST
NORTON,MA02766 		  PUBLIC CHARITY ENDOWMENT FOR PROFESSORSHIP AND CHALLENGE GRANT 5,000,000

WHITE HOUSE HISTORICAL ASSOCIATION

1610 H STREET NW
WASHINGTON,DC20006 		  PUBLIC CHARITY TOWARD THE DIANA DAVIS SPENCER FOUNDATION MEMBERSHIP FOR THE NATIONAL COUNCIL ON WHITE HOUSE HISTORY 25,000

WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS

1300 PENNSYLVANIA AVE NW SUITE 8
WASHINGTON,DC20004 		  PUBLIC CHARITY GETTING RUSSIA RIGHT: ADVANCING EXPERTISE ON RUSSIAN CHALLENGES TO U.S. NATIONAL SECURITY PROJECT 100,000

WOODSON CENTER

1625 K STREET NW
WASHINGTON,DC20001 		  PUBLIC CHARITY 1776 UNITES PROJECT 250,000

YALE NEW HAVEN HOSPITAL

PO BOX 1849
NEW HAVEN,CT06473 		  PUBLIC CHARITY GENERAL SUPPORT 100,000
Total ................................. bullet3a 55,746,195
bApproved for future payment

FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRIVE SUITE
100
COLUMBIA,MD21046 		  PUBLIC CHARITY ENHANCED TRANSLATION RESEARCH ACCELERATION PROGRAM & CAREER DEVELOPMENT AWARD PROGRAM 1,000,000

FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION INC
16 STOCKTON STREET
PRINCETON,NJ08540 		  PRIVATE FOUNDATION TOWARDS THE NETWORK EFFECT: LEVERAGING THE FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION TO RENENEW UNIVERSITIES FROM WITHIN PROJECT 1,000,000
Total .................................bullet 3b 2,000,000
Form 990-PF (2021)
Page 12
Form 990-PF (2021)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies     14 20,459,442  
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 27,535  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,933,892  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANTS REPAID 		    01 27,405  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 31,448,274 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
31,448,274
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2021)
Page 13
Form 990-PF (2021)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Bullet 2022-11-15 Bullet
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's nameKIMBERLY ANDERSON CPA Preparer's Signature   Date2022-11-15 PTIN P00188889
Firm's name SmallBulletCLIFTONLARSONALLEN LLP
  		Firm's EIN SmallBullet41-0746749  
Firm's address SmallBullet8215 GREENWAY BOULEVARD SUITE 600
 
MIDDLETON, WI53562
 Phone no. (608) 662-8600
Form 990-PF (2021)
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