BETHESDA, MD
Diana Davis Spencer Foundation
Quick Facts
- EIN
- 203672969
- Location
- BETHESDA, MD
- Category
- Philanthropy & Grantmaking
- Total Assets
- $1.3B
- Annual Income
- $356.6M
- IRS Ruling Year
- 2007
About This Foundation
Diana Davis Spencer Foundation is a private foundation based in BETHESDA, MD. The foundation received its IRS ruling in 2007. It holds total assets of $1.3B. Annual income is reported at $356.6M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$64.8M
2023-54%
Total Assets
$1.3B
2023-1%
Fair Market Value
$1.3B
2023
Net Worth
$1.2B
2023
Grants Paid
$52.9M
2023
Contributions
$0
2023
Net Investment Income
$36.2M
2023
Distribution Amount
$64.9M
2023
Total Giving by Year
$2.3M
11$2.4M
12$3.4M
13$25.9M
14$69.4M
15$43.3M
19$124.3M
20$65.2M
21$142M
22$64.8M
23Asset Growth
$568.2M
11$649.5M
12$1.1B
13$1.5B
14$1.4B
15$1.4B
19$1.5B
20$1.5B
21$1.4B
22$1.3B
23Investment Portfolio (2023)
Total: $496.9M
Corporate Stock: $56M
Corporate Bonds: $264.1M
Government Obligations: $176.7M
Other Investments: $668.4M
Corporate Stock (5%)
Corporate Bonds (23%)
Government Obligations (15%)
Other Investments (57%)
Expense Breakdown (2023)
Grants Paid$52.9M
Officer Compensation$3.1M
Pension & Benefits$1.1M
Legal Fees$592K
Accounting Fees$386K
Travel & Conferences$210K
Occupancy$209K
Depreciation$20K
Printing & Publications$8K
Interest$44
Revenue Sources (2023)
- Capital Gains (Net)
- $28.6M
- Dividends
- $19.1M
- Interest
- $116K
- Other Income
- $114K
Financial Details (2023)
- Total Revenue
- $47.9M
- Total Expenses
- $64.8M
- Exempt Purpose Expenses
- $75.1M
- Required Distribution
- $64.9M
- Undistributed Income
- $0
- Grants Approved (Future)
- $500K
- Total Liabilities
- $98.4M
- Excise Tax
- $503K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
See Similar Foundations
Philanthropy & Grantmaking
Gates Foundation
SEATTLE, WA
$78.7BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Gates Foundation Trust
KIRKLAND, WA
$77.6BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Ford Foundation
NEW YORK, NY
$17.5BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
William & Flora Hewlett Foundation
MENLO PARK, CA
$14.2BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Robert Wood Johnson Foundation
PRINCETON, NJ
$13.4BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
J Paul Getty Trust
LOS ANGELES, CA
$13BPhilanthropy & Grantmaking
More Foundations in Maryland
Philanthropy & Grantmaking
Annie E Casey Foundation
BALTIMORE, MD
$2.3BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
The Harry & Jeanette Weinberg Foundation Inc.
OWINGS MILLS, MD
$1.8BPhilanthropy & Grantmaking
Philanthropy & Grantmaking
Davis Family Foundation
HANOVER, MD
$1.6BPhilanthropy & Grantmaking