Civic Intelligence

Diana Davis Spencer Foundation Inc

990T • Fiscal year 2023 • EIN 20-3672969

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile

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3 Bethesda Metro Center 118Bethesda, MD 20814

(301) 961-4000

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2011: $568,185,598Liabilities 2011: $180,8772011Assets 2012: $649,513,608Liabilities 2012: $295,5002012Assets 2013: $1,130,964,532Liabilities 2013: $428,5242013Assets 2014: $1,479,615,995Liabilities 2014: $19,666,5402014Assets 2015: $1,443,668,688Liabilities 2015: $31,443,6162015Assets 2019: $1,443,215,686Liabilities 2019: $38,352,484Net Assets 2019: $1,404,863,2022019Assets 2020: $1,476,466,713Liabilities 2020: $70,835,627Net Assets 2020: $1,405,631,0862020Assets 2021: $1,510,145,435Liabilities 2021: $70,268,505Net Assets 2021: $1,439,876,9302021Assets 2022: $1,356,251,879Liabilities 2022: $116,845,635Net Assets 2022: $1,239,406,2442022Assets 2023: $1,347,340,836Liabilities 2023: $98,390,1562023Assets 2024: $1,346,829,486Liabilities 2024: $85,609,254Net Assets 2024: $1,261,220,2322024

Latest loaded filing

2024

Assets$1,346,829,486
Liabilities$85,609,254
Net Assets$1,261,220,232
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$100M$0-$100MRevenue 2011: $1,667,389Expenses 2011: $2,310,561Net Income 2011: -$643,1722011Revenue 2012: $1,394,516Expenses 2012: $2,396,437Net Income 2012: -$1,001,9212012Revenue 2013: $1,303,423Expenses 2013: $3,440,972Net Income 2013: -$2,137,5492013Revenue 2014: $156,450,491Expenses 2014: $25,851,883Net Income 2014: $130,598,6082014Revenue 2015: $100,073,347Expenses 2015: $69,402,577Net Income 2015: $30,670,7702015Revenue 2019: $32,545,761Expenses 2019: $43,273,195Net Income 2019: -$10,727,4342019Revenue 2020: $43,316,651Expenses 2020: $124,327,522Net Income 2020: -$81,010,8712020Revenue 2021: $31,448,274Expenses 2021: $65,177,616Net Income 2021: -$33,729,3422021Revenue 2022: $63,415,278Expenses 2022: $141,986,742Net Income 2022: -$78,571,4642022Revenue 2023: $47,949,417Expenses 2023: $64,801,332Net Income 2023: -$16,851,9152023Revenue 2024: $38,994,993Expenses 2024: $79,205,253Net Income 2024: -$40,210,2602024

Latest loaded filing

2024

Revenue$38,994,993
Expenses$79,205,253
Net Income-$40,210,260
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Diana Davis Spencer Foundation Inc
EIN
20-3672969
Phone
3019614000
Address
3 BETHESDA METRO CENTER 118, BETHESDA, MD 20814

Signing Officer

Name
Abby Spencer Moffat
Title
CEO
Phone
3019614000
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Raw XML Appendix103 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS1120ScheduleD/CapitalGainNetIncomeAmt0276303
IRS1120ScheduleD/Form4797GainOrLossAmt0266580
IRS1120ScheduleD/NetCapitalGainAmt0276303
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0276303
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt09723
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt09165
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-42717
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt243275
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0BLACKSTONE TACTICAL OPPORTUNITIES FUND I
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1BLACKSTONE TACTICAL OPPORTUNITIES FUND I
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2PA SMALL COMPANY PRIVATE EQUITY FUND IX,
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt09723
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0CAROLE FEATHERSTONE
IRS990T/BooksInCareOfDetail/PhoneNum03019614000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03 BETHESDA METRO CENTER
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BETHESDA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd020814
IRS990T/BookValueAssetsEOYAmt01348307112
IRS990T/CharitableContributionsDedAmt02331
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt0208195
IRS990T/OverpaymentSection/OverpaymentAmt0208195
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0138175
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/PriorYearOverpaymentCreditAmt0212600
IRS990TScheduleA/CapitalGainNetIncomeAmt0276303
IRS990TScheduleA/NetOperatingLossDeductionAmt097233
IRS990TScheduleA/OtherDeductionsAmt04132
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt04132
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-150630
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0125673
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0125673
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENT
IRS990TScheduleA/UBIBeforeNOLDedAmt0121541
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt024308
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt04405
IRS990T/TaxLessCreditsAmt04405
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0212600
IRS990T/TotalTaxAmt04405
IRS990T/TotalTaxComputationAmt04405
IRS990T/TotalUBTIAmt020977
IRS990T/TotalUBTIBeforeNOLSpecificAmt021977
IRS990T/TotalUBTIBeforeSection199AAmt021977
IRS990T/TotalUBTIComputedAmt024308
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ABBY SPENCER MOFFAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03019614000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIANA DAVIS SPENCER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0203672969
ReturnHeader/Filer/PhoneNum03019614000
ReturnHeader/Filer/USAddress/AddressLine1Txt03 BETHESDA METRO CENTER 118
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02024-11-14T12:51:11-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,347$85.6$1,261$39.0$79.2$40.2
2023Summary only. Only limited summary data is available for this year.$1,347$98.4$47.9$64.8$16.9
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$1,356$117$1,239$63.4$142$78.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,510$70.3$1,440$31.4$65.2$33.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,476$70.8$1,406$43.3$124$81.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,443$38.4$1,405$32.5$43.3$10.7
2015Summary only. Only limited summary data is available for this year.$1,444$31.4$100$69.4$30.7
2014Summary only. Only limited summary data is available for this year.$1,480$19.7$156$25.9$131
2013Summary only. Only limited summary data is available for this year.$1,131$0.43$1.30$3.44$2.14
2012Summary only. Only limited summary data is available for this year.$650$0.30$1.39$2.40$1.00
2011Summary only. Only limited summary data is available for this year.$568$0.18$1.67$2.31$0.64