Nonprofit · EIN 20-3672969
DIANA DAVIS SPENCER FOUNDATION
Tax-exempt · BETHESDA, MD 20814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $38,994,993 | $79,205,253 | -$40,210,260 | $1,346,829,486 | $85,609,254 | $1,261,220,232 |
| December 31, 2023 | 990-PF | $47,949,417 | $64,801,332 | -$16,851,915 | $1,347,340,836 | $98,390,156 | $1,248,950,680 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $22,387,754
- Interest
- $113,495
- Net gain from sales of assets
- $16,488,426
- Other income
- $5,318
Expenses
- Grants and similar amounts paid
- $67,296,252
- Compensation of officers, directors and key employees
- $3,113,414
- Salaries, compensation and benefits (total)
- $1,121,597
- Disbursements for charitable purposes
- $83,253,636
- Excise tax on investment income
- $671,644
Balance sheet and other
- Total assets, start of year
- $1,347,340,836
- Total assets, end of year
- $1,346,829,486
- Total liabilities, end of year
- $85,609,254
- Net assets, end of year
- $1,261,220,232
- Fair market value of assets
- $1,346,829,486
- Qualifying distributions
- $83,253,636
- Net investment income
- $56,505,506
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTOPHER BURN 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | CHIEF INVESTMENT OFFICER | 40 | $894,228 | $144,266 |
| ABBY SPENCER MOFFAT 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | CEO & PRESIDENT | 40 | $832,604 | $119,780 |
| DIANA DAVIS SPENCER 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | EXECUTIVE CHAIRMAN | 40 | $776,545 | $78,246 |
| THOMAS SKILTON 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | GENERAL COUNSEL AND SECRETARY | 40 | $687,546 | $150,184 |
| CAROLE A FEATHERSTONE 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | CHIEF FINANCIAL OFFICER | 40 | $643,613 | $230,169 |
| NICOLE K HALL 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | SENIOR PROGRAM MANAG Highest-paid employee | 40 | $250,334 | $101,956 |
| MARY HAMILTON 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | PROJECT MANAGER Highest-paid employee | 40 | $206,011 | $92,565 |
| ELIZABETH SMIROLDO 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | SENIOR RESEARCH ANAL Highest-paid employee | 40 | $194,400 | $64,699 |
| YHEIZZI OWEN 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | GRANTS MANAGER Highest-paid employee | 40 | $190,929 | $81,119 |
| LEAH THOMPSON 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | SENIOR EXEC. ASSISTA Highest-paid employee | 40 | $151,200 | $55,616 |
| RICHARD PAINTER 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4 | $100,000 | $0 |
| JOHN RICHARDSON 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4 | $75,000 | $0 |
| HARRISON HOWARD 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | TRUSTEE | 1 | $30,000 | $0 |
| KIMBERLY LAMANNA 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | TRUSTEE | 1 | $0 | $0 |
| SPENCER MOFFAT 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTOPHER BURN 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | CHIEF INVESTMENT OFFICER | 40 | $871,216 | $141,019 |
| ABBY SPENCER MOFFAT 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | CEO & PRESIDENT | 40 | $809,000 | $119,433 |
| DIANA DAVIS SPENCER 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | EXECUTIVE CHAIRMAN | 40 | $759,000 | $76,734 |
| THOMAS SKILTON 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | GENERAL COUNSEL AND SECRETARY | 40 | $653,000 | $131,426 |
| CAROLE A FEATHERSTONE 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | CHIEF FINANCIAL OFFICER | 40 | $569,000 | $228,795 |
| NICOLE K HALL 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | SENIOR PROGRAM MANAG Highest-paid employee | 40 | $245,060 | $102,414 |
| MARY HAMILTON 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | PROJECT MANAGER Highest-paid employee | 40 | $205,200 | $93,642 |
| ELIZABETH SMIROLDO 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | SENIOR RESEARCH ANAL Highest-paid employee | 40 | $190,800 | $71,299 |
| YHEIZZI OWEN 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | GRANTS MANAGER Highest-paid employee | 40 | $181,654 | $83,071 |
| DEBORA MARTIN 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | SENIOR EXECUTIVE ASS Highest-paid employee | 40 | $121,517 | $56,223 |
| RICHARD PAINTER 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4 | $101,000 | $0 |
| JOHN RICHARDSON 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | AUDIT & INVESTMENT COMMITTEE MEMBER | 4 | $75,000 | $0 |
| HARRISON HOWARD 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | TRUSTEE | 1 | $30,000 | $0 |
| KIMBERLY LAMANNA 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | TRUSTEE | 1 | $0 | $0 |
| SPENCER MOFFAT 3 BETHESDA METRO CENTER, BETHESDA, MD 20814 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 BETHESDA METRO CTR STE 118, BETHESDA, MD 20814-5330
- In care of
- % ABBY S MOFFAT
- Signed the 990-PF
- ABBY SPENCER MOFFAT, CEO
- Phone
- (301) 961-4000
- Website
- WWW.DDSFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3672969
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,346,829,486
- Income (IRS master file)
- $356,580,642
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $38,994,993 | $79,205,253 | $1,346,829,486 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $47,949,417 | $64,801,332 | $1,347,340,836 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3672969).
Questions about DIANA DAVIS SPENCER FOUNDATION
- What is the EIN of DIANA DAVIS SPENCER FOUNDATION?
- The employer identification number (EIN) of DIANA DAVIS SPENCER FOUNDATION is 20-3672969.
- Is DIANA DAVIS SPENCER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to DIANA DAVIS SPENCER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DIANA DAVIS SPENCER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DIANA DAVIS SPENCER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DIANA DAVIS SPENCER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DIANA DAVIS SPENCER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 15 people; 13 received compensation from the organization, the highest $894,228 (CHRISTOPHER BURN, CHIEF INVESTMENT OFFICER).
- How much revenue does DIANA DAVIS SPENCER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $38,994,993, expenses of $79,205,253 and total assets of $1,346,829,486 at year end.
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