OAK SPRING GARDEN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OAK SPRING GARDEN FOUNDATION (EIN 54-1672141)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-19
- IRS object ID
- 202311399349100421
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-19T14:09:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 CULPEPER STREET | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541672141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK SPRING GARDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKS | BusinessNameControlTxt |
| Phone | 5405923159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 LOUGHBOROUGH LANE | AddressLine1Txt |
| City | UPPERVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20184 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER CRANE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5405923159 | PhoneNum |
| Signature | 2023-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | CRANE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD T YODER CPA | PreparerPersonNm |
| PTIN | P00239134 | PTIN |
| Phone | 5403474970 | PhoneNum |
| Preparation | 2023-05-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $269,149,968 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $398,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $994,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $994,124 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $994,124 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,682,550 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,010,199 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,682,800 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $110,580 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $1,899 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $108,681 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $108,681 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $252,606 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $97,922 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $252,606 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,436,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,774,846 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,355,411 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $749,147 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,727,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,727,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,035,345 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,035,345 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,819 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,820 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,030 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $48,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,509,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,850,502 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,850,502 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $659,216 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $396,040 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $959,729 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $532,234 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $532,234 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $204,552 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $204,552 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $35,419 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $35,419 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,318,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,318,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,123,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,850,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,850,502 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,960,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,721 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,721 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,246,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,850,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,850,502 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,083,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,810,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,924,344 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $947,014 | CashBOYAmt |
| Cash EOY | $1,583,898 | CashEOYAmt |
| Cash EOYFMV | $1,583,898 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,915,286 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,773,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,773,509 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,235 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,662 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,235 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,235 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $385,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $385,000 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $778,899 | InventoriesBOYAmt |
| Inventories EOY | $816,549 | InventoriesEOYAmt |
| Inventories EOYFMV | $816,549 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $297,582 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $287,978 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $287,978 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $19,875,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,171,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,171,658 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $233,980,769 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $203,908,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $203,908,602 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,751,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,548,919 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $33,612,236 | LandBOYAmt |
| Land EOY | $35,202,608 | LandEOYAmt |
| Land EOYFMV | $35,202,608 | LandEOYFMVAmt |
| Other Assets BOY | $7,085 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,931 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,931 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $320,424,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,149,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $269,149,968 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $193,789 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $395,941 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,150,046 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $726,998 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,343,835 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,122,939 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,129,106 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,669,330 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $198,951,963 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $198,357,699 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $319,081,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $268,027,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $320,424,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $269,149,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $319,081,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,810,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $313,270,776 | SubtotalAmt |
| Other Decreases | $45,243,747 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $268,027,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-12-31 | $67,758,986 | $67,111,963 | $647,023 | $647,023 | |
| ANCORAGE CAPITAL PARTNERS | 2022-12-31 | $427,729 | $306,002 | $121,727 | $121,727 | P |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS | 2022-12-31 | $1,000,000 | $1,000,000 | $0 | $0 | P |
| KING STREET CAPITAL, LTD. | 2022-12-31 | $2,000,000 | $1,684,607 | $315,393 | $315,393 | P |
| CEDAR ROCK CAPITAL PARTNERS, LLC | 2022-12-31 | $9,899,752 | $9,899,752 | $0 | $0 | P |
| FARALLON EQUITY PARTNERS INTERNATIONAL LTD. | 2022-12-31 | $2,000,000 | $693,890 | $1,306,110 | $1,306,110 | P |
| THE HIGHCLERE INTERNATIONAL INVESTORS SMID FUND | 2022-12-31 | $500,000 | $500,000 | $0 | $0 | P |
| WELLINGTON CTF RESEARCH EQUITY | 2022-12-31 | $3,626,898 | $1,761,531 | $1,865,367 | $1,865,367 | P |
| WELLINGTON CTF EMERGING CO.S | 2022-12-31 | $558,649 | $385,023 | $173,626 | $173,626 | P |
| WELLINGTON CTF SELECT LEADERS PORTFOLIO | 2022-12-31 | $560,705 | $310,473 | $250,232 | $250,232 | P |
| WELLINGTON CTF INTERNATIONAL QUALITY GROWTH | 2022-12-31 | $72,432 | $81,312 | -$8,880 | -$8,880 | P |
| JUNTO | 2022-12-31 | $1,577,848 | $1,500,000 | $77,848 | $77,848 | P |
| PASS-THROUGH ENTITIES- SHORT | 2022-12-31 | $1,657,688 | -$1,657,688 | -$1,657,688 | P | |
| PASS-THROUGH ENTITIES- LONG | 2022-12-31 | $621,569 | $621,569 | $621,569 | P | |
| PUBLICLY TRADED SECURITIES | 2022-12-31 | $405,631 | $435,158 | -$29,527 | -$29,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,682,800 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$29,527 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150,061 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $150,061 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $109,413 | OverpaymentAmt |
| Applied To ES Tax | $109,413 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OSGF.ORG | WebsiteAddressTxt |
| Individual With Books | STEPHANIE MURDAUGH | IndividualWithBooksNm |
| Phone | 5405923240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 LOUGHBOROUGH LANE | AddressLine1Txt |
| City | UPPERVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER CRANE | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | PRESIDENT | 40.00 | $570,000 | $20,500 | $30,754 |
| TONY WILLIS | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | TREASURER | 40.00 | $179,147 | $10,749 | $0 |
| W TAYLOR REVELEY III JD | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| LEWIS W BERNARD | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DOROTHY ROBINSON JD | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| REBECCA DUSEAU | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MICHAEL DONOGHUE | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARCIA MARSH | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JULIA REIDHEAD | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GLASCOCK FREDERICK TOTAL | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF MAINTENANCE | 40.00 | $103,441 | $6,206 | $0 |
| HAMILTON MARTIN A TOTAL | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF PLANT, GARDE | 40.00 | $104,000 | $2,640 | $0 |
| OLIMPI KATHARINE J TOTAL | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | ASSISTANT TO PRESIDE | 40.00 | $91,870 | $5,512 | $0 |
| CAISON RONNIE E TOTAL | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF HOSPITALITY | 43.69 | $91,218 | $5,473 | $0 |
| THOMPSON ROBERT N TOTAL | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | DIRECTOR OF FINANCE | 33.72 | $91,045 | $5,463 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FUOG INTERBUILD INC | |||||
| PO BOX 137 | PURCELLVILLE | VA | 20134 | CONSTRUCTION | $543,179 |
| MICHAEL MALONE DBA SLEEPY CREEK SUNROOMS | |||||
| 1538 SILER ROAD | WINCHESTER | VA | 22603 | CONSTRUCTION | $506,201 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET STE 1200 | DENVER | CO | 08202 | INVESTMENT CONSULTING | $300,000 |
| DIGITAL COLOR PRODUCTIONS INC | |||||
| 1109 HIGHLAND DRIVE | SILVER SPRING | MD | 20910 | DIGITAL SERVICES | $207,644 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 499 PARK AVENUE 17TH FLOR | NEW YORK | NY | 10022 | INVESTMENT CONSULTING | $133,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OSG HOSTED EVENTS, WORKSHOPS AND FELLOWSHIP AND RESIDENCIES | Description1Txt |
| Expenses1 | $744,271 | Expenses1Amt |
| Description2 | OSG CONSERVATION, RESTORATION, ACQUISITIONS DIGITIZATION AND LIBRARY OPERATIONS | Description2Txt |
| Expenses2 | $1,797,604 | Expenses2Amt |
| Description3 | OSG MAINTENANCE, IMPROVEMENTS, RENOVATIONS AND UPKEEP OF FORMAL GARDENS AND BUILDINGS | Description3Txt |
| Expenses3 | $4,176,061 | Expenses3Amt |
| Description4 | BIO CULTURAL CONSERVATION FARM | Description4Txt |
| Expenses4 | $498,383 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,045,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,106,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $192,697,432 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $242,848,922 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $242,848,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,642,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $239,206,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,960,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,083,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,083,017 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1993-08-11 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $4,413,237 | Year1Amt |
| Year2 | $1,080,800 | Year2Amt |
| Year3 | $2,336,730 | Year3Amt |
| Total | $7,830,767 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $3,751,251 | Year1Amt |
| Year2 | $918,680 | Year2Amt |
| Year3 | $1,986,221 | Year3Amt |
| Total | $6,656,152 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,083,017 | CurrentYearAmt |
| Year1 | $9,211,051 | Year1Amt |
| Year2 | $8,244,737 | Year2Amt |
| Year3 | $9,189,601 | Year3Amt |
| Total | $34,728,406 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,083,017 | CurrentYearAmt |
| Year1 | $9,211,051 | Year1Amt |
| Year2 | $8,244,737 | Year2Amt |
| Year3 | $9,189,601 | Year3Amt |
| Total | $34,728,406 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,973,539 | CurrentYearAmt |
| Year1 | $9,190,114 | Year1Amt |
| Year2 | $8,596,937 | Year2Amt |
| Year3 | $7,809,927 | Year3Amt |
| Total | $33,570,517 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| AARON MCINTOSH | ||||||||||
| 168 DOGWOOD LANE | KINGSPORT | TN | 37663 | 2022 INTERDISCIPLINARY RESIDENCY SESSION I AWARD | $2,000 | |||||
| AIMEE LEE | ||||||||||
| 5288 HAVERFORD DRIVE | LYNDHURST | OH | 44124 | 2022 ALUMNI ARTIST IN RESIDENCE PROGRAM | $800 | |||||
| ALYSSA DENNIS | ||||||||||
| 6304 OLD HARFORD ROAD | BALTIMORE | MD | 21214 | 2022 INTERDISCIPLINARY RESIDENCY IV AWARD | $2,000 | |||||
| ARIANA NICOLE BENSON | ||||||||||
| 906 MILBROOK ARCH | CHESAPEAKE | VA | 23322 | 2022 ELIZA MOORE FELLOWSHIP WINNER | $10,000 | |||||
| BENJAMIN RICHTER | ||||||||||
| 12 PLEASANT COURT | AMHERST | MA | 01002 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| CAITLIN VITALE-SULLIVAN | ||||||||||
| 123 WEST GORHAM STREET | MADISON | WI | 53703 | 2023 INTERDISCIPLINARY RESIDENCY IV AWARD | $2,000 | |||||
| CALISTA LYON | ||||||||||
| 220 5TH STREET SW | CHARLOTTSVILLE | VA | 22903 | 2022 ALUMNI RESIDENCY | $800 | |||||
| CATHERINE HOWELL DBA OBJECT FIELD LLC | ||||||||||
| 1424 STERLINE PLACE APT 2 | BROOKLYN | NY | 11213 | 2022 ALUMNI RESIDENCY | $800 | |||||
| CHRISTINE POBLADOR | ||||||||||
| 67 WALL STREET APT 4F | NEW YORK | NY | 10005 | 2022 INTERDISCIPLINARY RESIDENCY SESSION I AWARD | $2,000 | |||||
| DARYA WARNER | ||||||||||
| 122 NORTH CHESTNUT STREET | COLORADO SPRINGS | CO | 80905 | 2022 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD | $2,000 | |||||
| EARTH SANGA | ||||||||||
| 5101-I BACKLICK ROAD | ANNANDALE | VA | 22003 | DONATION MADE TO EARTH SANGHA, INC. | $35 | |||||
| ELAINE SEARLE | ||||||||||
| 2022 BOTANICAL ARTIST IN RESIDENCE PROGRAM | $2,050 | 53A PARK ROAD | SHERINGHAM | NORFOLK | UK | |||||
| ELIZABETH WEBB | ||||||||||
| 1595 OLD OAKS DRIVE | CHARLOTTSVILLE | VA | 22901 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| EMILY HAUMAN | ||||||||||
| 1104 EAST LA RUA STREET | PENSACOLA | FL | 32501 | 2024 INTERDISCIPLINARY RESIDENCY IV AWARD | $2,000 | |||||
| EMILY PEGUES | ||||||||||
| 719 SOUTH SAINT ASAPH STREET APT | ALEXANDRA | VA | 223144350 | 2025 INTERDISCIPLINARY RESIDENCY IV AWARD | $2,000 | 201 | ||||
| ESTER CASEY | ||||||||||
| 46 CHURCH STREET 1 | BEACON | NY | 12508 | 2026 INTERDISCIPLINARY RESIDENCY IV AWARD | $2,000 | |||||
| FATIMA SELEME ZAGONEL | ||||||||||
| 2020 BOTANICAL ARTIST IN RESIDENCE PROGRAM & 2022 ART PICE FOR OSGF LIBRARY COLLECTION | $2,000 | AV CANDIDO HARTMANN 3590 | CURITIBA | PARANA | BR | |||||
| GABRIELA LAMY | ||||||||||
| RESEARCHER IN RESIDENCE AWARD 2022 | $610 | 19 RUE SAINT-PIERRE | SAINTGERMAINENLAYE | YVELINES | FR | |||||
| HENRY OBENG | ||||||||||
| 4728 STAR SPANGLED TRAIL | MADISON | WI | 53718 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| HILLARY FAYLE | ||||||||||
| 3222 MARYLAND AVENUE | RICHMOND | VA | 23222 | 2022 INTERDISCIPLINARY RESIDENCY SESSION | $2,000 | |||||
| IRINA NEACSU | ||||||||||
| 2022 BOTANICAL ARTIST IN RESIDENCE AWARD | $1,000 | STR CASTELULUI 23 AP 1 | BRASOV | JUD. BRASOV | RO | |||||
| IXCHEL SARAHI GONZALEZ RAMIREZ | ||||||||||
| 971 41ST STREET UNIT 119 | OAKLAND | CA | 94608 | 2022 PLANT SCIENCE RESEARCH FELLOWSHIP WINNER | $10,000 | |||||
| JACKELINE SALAZAR | ||||||||||
| 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | C/ARENAS EDIF CEDRO V APTO 101 | DISTRITO NACIONAL | SANTO DOMINGO | DR | |||||
| JD HO | ||||||||||
| 3341 AFTON MOUNTAIN ROAD | AFTON | VA | 22920 | 2027 INTERDISCIPLINARY RESIDENCY IV AWARD | $2,000 | |||||
| JESSAMINE FINCH | ||||||||||
| 15 WESTERN AVENUE | NATICK | MA | 01760 | 2022 PLANT CONSERVATION BIOLOGY FELLOWSHIP WINNER | $10,000 | |||||
| JESSICA AQUINO | ||||||||||
| 401 EAST 23RD STREET APT 10R | BROOKLYN | NY | 11226 | 2022 INTERDISCIPLINARY RESIDENCY PROGRAM AWARD | $800 | |||||
| JOHN C RYAN | ||||||||||
| 64 VIENNA ROAD | HOWELL | NJ | 07731 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| JORGE ANDRES DURAN BAEZ | ||||||||||
| URB ENSANCHE RAMIREZ 276 CALLE | MAYAGUEZ | PR | 006825843 | US FISH AND WILDLIFE SERVICE PROJECT STIPEND JUNE 2022 | $2,400 | NELSON RAMIREZ | ||||
| JOSEPH ZORDAN | ||||||||||
| 16 CREIGHTON STREET AP 2 | BOSTON | MA | 02130 | 2022 INTERDISCIPLINARY RESIDENCY SESSION II | $2,000 | |||||
| JUNOEL SANTANA | ||||||||||
| PO BOX 291 | AGUIRRE | PR | 00704 | US FISH AND WILDLIFE SERVICE PROJECT STIPEND JUNE 2022 | $2,400 | |||||
| KANDIS K PHILLIPS | ||||||||||
| 18925 MARSH HAWK LANE | GAITHERSBURG | MD | 20879 | 2022 ALUMNI RESIDENCY | $800 | |||||
| KATHLEEN ANGELI CRUZ GUTIERREZ | ||||||||||
| 43-23 40TH STREET | QUEENS | NY | 11104 | 2022 INTERDISCIPLINARY RESIDENCY SESSION II, | $2,000 | |||||
| KEIKO NIBU TARVER | ||||||||||
| 2020 BOTANICAL ARTIST IN RESIDENCE AWARD | $1,000 | 4-2-6-1210 ROPPONMATSU | CHUOKU | FUKUOKA | JA | |||||
| KIMBERLY BECK | ||||||||||
| 546 EAST END AVENUE | PITTSBURGH | PA | 15221 | 2022 INTERDISCIPLINARY RESIDENCY PROGRAM AWARD | $800 | |||||
| KRISTINA MARTINO | ||||||||||
| 177 PLUMTREE ROAD | SUNDERLAND | MA | 01375 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| LATIFAT T APATIRA | ||||||||||
| 3709 FAIRFAX WAY | SAN FRANCISCO | CA | 94080 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| LORENA CRUZ | ||||||||||
| 32 ELMHURST STREET | HIGHLAND PARK | MI | 48203 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| MADDISON COLVIN X V | ||||||||||
| 585 HEATHER ROAD | OREM | UT | 84097 | 2022 ALUMNI RESIDENCY | $800 | |||||
| MANJULA MARTIN | ||||||||||
| PO BOX 145 | CAMP MEEKER | CA | 95419 | 2022 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD | $2,000 | |||||
| MARIA ALICE DEREZENDE | ||||||||||
| 2020 BOTANICAL ARTIST IN RESIDENCE PROGRAM | $1,776 | 319 JOAO TARGINE STREET | PARACAMBI | RIO DEJANEIRO | BR | |||||
| MARY BOWDEN | ||||||||||
| 1289 KELLS AVENUE | NEWARK | DE | 19711 | 2022 INTERDISCIPLINARY RESIDENCY PROGRAM AWARD | $800 | |||||
| MAUREEN S THOMPSON | ||||||||||
| 9818 D BOCA GARDENS TRAIL | BOCA RATON | FL | 33496 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| MELISSA DESA | ||||||||||
| 548 NORTHEAST 12TH STREET | GAINESVILLE | FL | 32601 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| MERLIN TUTTLE'S BAT CONSERVATION | ||||||||||
| 5000 MISSION OAKS BOULEVARD UNIT 41 | AUSTIN | TX | 797356744 | NON CHARITABLE DONATION TO MERLIN TUTTLE'S BAT CONSERVATION | $250 | |||||
| NICOLE LABOUFF | ||||||||||
| 6141 COLFAX LANE SOUTH | MINNEAPOLIS | MN | 55419 | AWARD 2022 INTERDISCIPLINARY RESIDENCY COHORT II | $800 | |||||
| PHOEBE SPRINGSTUBB | ||||||||||
| 1816 WILTON ROAD | CLEVELAND HEIGHTS | OH | 44118 | 2022 STACY B. LLOYD III FELLOWSHIP FOR BIBLIOGRAPHIC STUDIES WINNER | $10,000 | |||||
| ROSA CHANG | ||||||||||
| 1764 E NORTH AVENUE | BALTIMORE | MD | 21213 | 2022 INTERDISCIPLINARY RESIDENCY SESSION II | $2,000 | |||||
| SANGJA CHUN DBA NAOKO WOWSUGI | ||||||||||
| 2964 MILLS AVENUE NORTHEAST | WASHINGTON | DC | 20018 | 2022 INTERDISCIPLINARY RESIDENCY SESSION II | $2,000 | |||||
| SARAH JONES | ||||||||||
| 701 SOUTH 2ND STREET WEST | MISSOULA | MT | 59801 | 2022 ALUMNI ARTIST IN RESIDENCE PROGRAM | $800 | |||||
| TANYA STADELMANN | ||||||||||
| 2417 KENSINGTON AVENUE | RICHMOND | VA | 23220 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| VICTORIA KORNICK | ||||||||||
| 1409 1/2 NORTH ALEXANDRIA AVENUE | LOS ANGELES | CA | 90027 | 2022 INTERDISCIPLINARY RESIDENCY PROGRAM AWARD | $800 | |||||
| WILLIAM KEEFER | ||||||||||
| 6304 OLD HARFORD ROAD | BALTIMORE | MD | 21214 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| WREN RENQUIST | ||||||||||
| 306 HIGHLAND DRIVE | IOWA CITY | IA | 52246 | 2022 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD | $2,000 | |||||
| YAMINAH ABDUR-RAHIM | ||||||||||
| 895 57TH STREET 4 | OAKLAND | CA | 94608 | 2022 INTERDISCIPLINARY RESIDENCY COHORT II, AWARD | $800 | |||||
| YASMINE AMELI | ||||||||||
| 33 STONEY HILL ROAD | SHREWBURY | MA | 01545 | AWARD 2022 INTERDISCIPLINARY RESIDENCY COHORT II | $800 | |||||
| YI HSUAN SUNG | ||||||||||
| 11201 75TH AVENUE APRT 3 | FOREST HILL | NY | 11375 | 2022 ALUMNI RESIDENCY | $800 | |||||
| ZOE SCHLANGER | ||||||||||
| 779 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | 2022 INTERDISCIPLINARY RESIDENCY AWARD | $2,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,721 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $154,684 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,044,591 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,683,050 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $108,681 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,934,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $154,684 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,088,928 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | PART OF CHARITABLE MISSION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LAMBERT FOUNDATION CO PKF O'CONNOR | ||||||
| 1 | 665 5TH AVENUE | NEW YORK | NY | 10022 | $385,000 | Yes (X) |
| MEDWAY CHARITABLE TRUST | ||||||
| 2 | 901 S BOND ST STE 400 | BALTIMORE | MD | 21231 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $48,030 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $48,030 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF PROPERTY & EQUIPMENT | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Basis | $250 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$250 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP HOLDINGS NV | $324,434 | $324,434 |
| ALPHABET INC. CL C | $923,945 | $923,945 |
| AMAZON, INC. | $708,624 | $708,624 |
| AON PLC | $371,273 | $371,273 |
| CAPITAL ONE FINL CORP | $362,079 | $362,079 |
| CHARTER COMMUNICATIONS INC. A | $247,543 | $247,543 |
| CITIGROUP INC. | $505,355 | $505,355 |
| COMCAST CORP NEW CL A | $506,016 | $506,016 |
| CONOCOPHILLIPS COM | $428,694 | $428,694 |
| DISH NETWORK CORP CL A | $129,210 | $129,210 |
| DISNEY WALT CO | $161,944 | $161,944 |
| ELEVANCE HEALTH INC | $251,868 | $251,868 |
| EVOLUTION AB ADR | $76,695 | $76,695 |
| GENERAL ELECTRIC CO. | $603,707 | $603,707 |
| GOLDMAN SACHS GROUP INC. | $668,217 | $668,217 |
| HILTON WORLDWIDE HOLDINGS INC | $385,524 | $385,524 |
| IAC INTERACTIVECORP NEW COM NEW | $63,670 | $63,670 |
| LIBERTY BROADBAND CORP SER A | $228,764 | $228,764 |
| LIBERTY BROADBAND CORP SER C | $56,364 | $56,364 |
| MARRIOTT INTL INC CL A (NEW) | $390,241 | $390,241 |
| META PLATFORM INC. | $652,483 | $652,483 |
| MICROSOFT CORP | $1,071,516 | $1,071,516 |
| MORGAN STANLEY | $319,760 | $319,760 |
| NASPERS LIMITED SPONSORED ADR | $73,700 | $73,700 |
| NETFLIX, INC. | $880,217 | $880,217 |
| PROSUS N V SPONSORED ADR | $287,741 | $287,741 |
| SAFRAN S A SPON ADR | $512,145 | $512,145 |
| SHELL PLC SPON ADS | $301,322 | $301,322 |
| UNITEDHEALTH GROUP INC. | $645,229 | $645,229 |
| VISA INC COM CL A | $191,347 | $191,347 |
| WELLS FARGO & CO | $616,253 | $616,253 |
| WOODWARD INC | $225,778 | $225,778 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHORAGE CAPITAL OFFSHORE LTD | FMV | $11,481 | $11,481 |
| CASDIN | FMV | $2,744,502 | $2,744,502 |
| COATUE OFFSHORE FUND LTD | FMV | $15,367,421 | $15,367,421 |
| DAVIDSON KEMPNER INSTUTL PTNR | FMV | $14,717,820 | $14,717,820 |
| FARALLON EQUITY PARTNERS INTL. | FMV | $22,962,375 | $22,962,375 |
| GQG PARTNERS LLC EMERGING MKTS | FMV | $9,628,239 | $9,628,239 |
| HARBOR SPRING CAP PARTNERS | FMV | $4,914,878 | $4,914,878 |
| INDUS SELECT FUND LTD | FMV | $8,060,833 | $8,060,833 |
| JUNTO | FMV | $10,234,855 | $10,234,855 |
| KING STREET CAPITAL, LTD | FMV | $9,676,613 | $9,676,613 |
| MW EUREKA FUND | FMV | $12,899,272 | $12,899,272 |
| NUT TREE CAPITAL OFFSHORE FUND | FMV | $6,093,478 | $6,093,478 |
| ROCK SPRINGS CAPITAL OFFSHORE FD | FMV | $15,195,703 | $15,195,703 |
| THE HIGHCLERE INTERNATIONAL INV | FMV | $6,876,377 | $6,876,377 |
| WELLINGTON CTF INTERNATIONAL QUALITY GROWTH | FMV | $8,404,017 | $8,404,017 |
| WELLINGTON EMERGING COMPANIES | FMV | $5,842,527 | $5,842,527 |
| WELLINGTON TC-RESEARCH EQUITY | FMV | $16,828,446 | $16,828,446 |
| WELLINGTON TC-SELECT LEADERS | FMV | $7,901,669 | $7,901,669 |
| PIMCO LOW DURATION ESG FUND | FMV | $11,211,171 | $11,211,171 |
| TRINITY | FMV | $9,201,659 | $9,201,659 |
| BAUPOST | FMV | $5,135,266 | $5,135,266 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,819 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,820 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OPERATING LEASE RIGHT OF USE ASSETS | $7,085 | $12,928 | $12,928 |
| INTEREST AND DIVIDENDS RECEIVABLE | $3 | $3 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $44,659,146 |
| PRIOR PERIOD GAIN ADJUSTMENT | $584,601 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $96,395 | $0 | $0 | $96,395 |
| COMPUTER SUPPLIES | $131,674 | $0 | $0 | $131,674 |
| DECORATIVE FURNITURE AND ARTS | $88,908 | $0 | $0 | $88,908 |
| EQUIPMENT | $66,912 | $0 | $0 | $66,912 |
| GARDEN AND LANDSCAPE | $231,504 | $0 | $0 | $231,504 |
| HOUSEHOLD AND FOOD | $55,483 | $0 | $0 | $55,483 |
| INSURANCE | $283,355 | $0 | $0 | $283,355 |
| LEASE EXPENSE | $5,273 | $0 | $0 | $5,273 |
| OFFICE EXPENSES | $20,049 | $0 | $0 | $20,049 |
| REPAIRS AND MAINTENANCE | $338,847 | $0 | $0 | $338,847 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $27,188 | $27,188 | $27,188 |
| INVESTMENT INCOME FROM PTES | $70,734 | $70,734 | $70,734 |
| PROGRAM SERVICE REVENUE | $154,684 | $154,684 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PAYROLL EXPENSES | $160,093 | $173,442 |
| OPERATING LEASE LIABILITY | $7,085 | $12,928 |
| DEFERRED TAX LIABILITY | $982,868 | $540,628 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROF FEES - RESTORATION | $29,281 | $0 | $0 | $29,281 |
| PROF FEES - RESEARCH, | $0 | $0 | $0 | $0 |
| PROF FEES - PROGRAM | $66,943 | $0 | $0 | $66,943 |
| PROF FEES - OTHER | $96,148 | $0 | $0 | $96,148 |
| PROF FEES - LANDSCAPE, GARDEN | $139,315 | $0 | $0 | $139,315 |
| PROF FEES - ENGINEERING | $1,441 | $0 | $0 | $1,441 |
| PROF FEES - DIGITAL | $265,166 | $0 | $0 | $265,166 |
| PROF FEES - CONSULTING | $58,626 | $0 | $0 | $58,626 |
| PROF FEES - COMPUTER | $2,296 | $0 | $0 | $2,296 |
| INVESTMENT MANAGEMENT FEES -DIRECT | $1,850,502 | $1,850,502 | $1,850,502 | $0 |