OAK SPRING GARDEN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OAK SPRING GARDEN FOUNDATION (EIN 54-1672141)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-30
- IRS object ID
- 202521509349100802
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-30T09:45:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 560 BROADVIEW AVE SUITE 100 | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $312,272,683 | 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 | $243,220 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,411,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,411,417 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,411,417 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,331,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,437,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,330,660 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,471,672 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $217,418 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $72,888 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $144,530 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $144,530 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,676,781 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,397,066 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,676,781 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $27,807,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,139,143 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,704,400 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $729,104 | 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 | $4,972,459 | 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 | $4,972,459 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,059,458 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,059,458 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,222 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,213 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,918,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,418,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,418,026 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $500,796 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $171,435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $42,716 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,005,883 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $494,197 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $494,197 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $332,029 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $332,029 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $34,232 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $34,232 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,403,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,403,193 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,192,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,418,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,418,026 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,910,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,401,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,418,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,418,026 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,119,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,405,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,721,117 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,286,374 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,214,366 | CashBOYAmt |
| Cash EOY | $1,367,914 | CashEOYAmt |
| Cash EOYFMV | $1,367,914 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,755,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,607,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,607,395 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,658 | AcctRcvblAmt |
| Acct Rcvbl BOY | $636 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,658 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,658 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $1,184,401 | InventoriesBOYAmt |
| Inventories EOY | $1,420,853 | InventoriesEOYAmt |
| Inventories EOYFMV | $1,420,853 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $258,759 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $434,149 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $434,149 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,104,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,054,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,054,276 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $223,461,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $236,194,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $236,194,035 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $42,662,541 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,477,206 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,401,307 | LandBOYAmt |
| Land EOY | $35,185,335 | LandEOYAmt |
| Land EOYFMV | $35,185,335 | LandEOYFMVAmt |
| Other Assets BOY | $7,814 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,068 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,068 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $295,388,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,272,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $312,272,683 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $419,495 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $319,449 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,060,935 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,244,436 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,480,430 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,563,885 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $98,652,653 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $116,508,119 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $195,255,896 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $194,200,679 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $293,908,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $310,708,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $295,388,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $312,272,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $293,908,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,405,712 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,394,537 | OtherIncreasesAmt |
| Subtotal | $310,708,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $310,708,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $17,398,422 | $13,583,725 | $3,814,697 | $3,814,697 | |
| COATUE OFFSHORE FUND, LTD. | 2024-12-31 | $1,786,522 | $732,054 | $1,054,468 | $1,054,468 | P |
| KING STREET CAPITAL, LTD. | 2024-12-31 | $136,349 | $136,349 | $0 | $0 | P |
| FARALLON EQUITY PARTNERS INTERNATIONAL LTD. | 2024-12-31 | $2,000,000 | $663,038 | $1,336,962 | $1,336,962 | P |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND - K-1 | 2024-12-31 | $2,000,000 | $2,000,000 | $0 | $0 | P |
| WELLINGTON CTF RESEARCH EQUITY | 2024-12-31 | $24,139,775 | $9,433,162 | $14,706,613 | $14,706,613 | P |
| WELLINGTON CTF SELECT LEADERS PORTFOLIO | 2024-12-31 | $1,500,000 | $695,625 | $804,375 | $804,375 | P |
| PASS-THROUGH ENTITIES- SHORT | 2024-12-31 | $1,052,340 | $1,052,340 | $1,052,340 | P | |
| PASS-THROUGH ENTITIES- LONG | 2024-12-31 | $1,141,873 | $1,141,873 | $1,141,873 | P | |
| PUBLICLY TRADED SECURITIES | 2024-12-31 | $1,281,918 | $862,586 | $419,332 | $419,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,330,660 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,471,672 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $357,524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $357,524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $357,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,946 | 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 | $48,946 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $308,578 | TaxDueAmt |
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 (10 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 | $613,488 | $28,568 | $22,524 |
| STEPHANIE MURDAUGH | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | TREASURER | 40.00 | $115,616 | $9,199 | $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 |
| LISA HESS | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| TONY WILLIS | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD LIBRARIAN | 40.00 | $195,488 | $11,065 | $0 |
| FREDERICK GLASCOCK | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF FACILITIES & | 40.00 | $113,946 | $6,378 | $0 |
| KATHARINE OLIMPI | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | ASSISTANT TO PRESIDE | 40.00 | $99,297 | $11,542 | $0 |
| RONNIE CAISON | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF HOSPITALITY | 40.00 | $96,008 | $6,798 | $0 |
| FREDERICK GRIFFITH | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD CARPENTER | 40.00 | $94,640 | $5,351 | $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 |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET STE 1200 | DENVER | CO | 08202 | INVESTMENT CONSULTING | $300,000 |
| SCOTT FISHER ELECTRIC INC | |||||
| 517 CATTAIL ROAD | WINCHESTER | VA | 22603 | ELECTRICAL INSTALLATION | $188,014 |
| MORGAN OIL CORPORATION | |||||
| PO BOX 100 | MARSHALL | VA | 20116 | HVAC INSTALLATION | $130,626 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 65 EAST 55TH STREET 26TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT CONSULTING | $130,129 |
| CHRISTOPHER DRUNAGEL DBA TECH TEAM SOLUTIONS | |||||
| 234 MILLWOOD AVENUE | WINCHESTER | VA | 22601 | COMPUTER SERVICES | $107,921 |
| 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 MAINTENANCE, IMPROVEMENTS, RENOVATIONS AND UPKEEP OF FORMAL GARDENS AND BUILDINGS | Description1Txt |
| Expenses1 | $3,574,183 | Expenses1Amt |
| Description2 | EMERGING LEADERS, LOCAL OUTREACH AND SUPPORT | Description2Txt |
| Expenses2 | $1,719,823 | Expenses2Amt |
| Description3 | OSG CONSERVATION, RESTORATION, ACQUISITIONS, DIGITIZATION AND LIBRARY OPERATIONS | Description3Txt |
| Expenses3 | $912,584 | Expenses3Amt |
| Description4 | OSG HOSTED EVENTS, WORKSHOPS AND FELLOWSHIPS AND RESIDENCIES | Description4Txt |
| Expenses4 | $848,077 | 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 | $37,540,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,546,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $224,627,758 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $274,715,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $274,715,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,120,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,594,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,529,738 | 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 | $9,119,555 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,040,185 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,159,740 | 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 | $3,286,374 | CurrentYearAmt |
| Year1 | $803,525 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $4,413,237 | Year3Amt |
| Total | $8,503,136 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,793,418 | CurrentYearAmt |
| Year1 | $682,996 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $3,751,251 | Year3Amt |
| Total | $7,227,666 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,159,740 | CurrentYearAmt |
| Year1 | $10,037,011 | Year1Amt |
| Year2 | $8,083,017 | Year2Amt |
| Year3 | $9,211,051 | Year3Amt |
| Total | $37,490,819 | 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 | $10,159,740 | CurrentYearAmt |
| Year1 | $10,037,011 | Year1Amt |
| Year2 | $8,083,017 | Year2Amt |
| Year3 | $9,211,051 | Year3Amt |
| Total | $37,490,819 | 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 | $9,019,825 | CurrentYearAmt |
| Year1 | $8,351,167 | Year1Amt |
| Year2 | $7,973,539 | Year2Amt |
| Year3 | $9,190,114 | Year3Amt |
| Total | $34,534,645 | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABBY SWIDLER | |||||||||||
| 1900 NEWKIRK AVENUE APT 5D | BROOKLYN | NY | 11226 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| AIMEE LEE | |||||||||||
| 5288 HAVERFORD DRIVE | LYNDHURST | OH | 44124 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| ALIYANA GEWIRTZMAN | |||||||||||
| 23556 LONG ARROW LANE | CONIFER | CO | 80433 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| ALLISON FULTON | |||||||||||
| 2018 6TH STREET UNIT C | SACRAMENTO | CA | 95818 | I | 2024 STACY LLOYD FELLOWSHIP FOR BIBLIOGRAPHIC STUDIES | $10,000 | |||||
| ANDREW CATANESE | |||||||||||
| 818 COWPER STREET APT 1 | PALO ALTO | CA | 94301 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| ANNA WYNGAARDEN | |||||||||||
| 132 FLINT STREET | ATHENS | GA | 30601 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| ASUKA TANINO | |||||||||||
| I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | 17-17 NAJIO AKASAKA | NISHINOMIYA, HYOG | JA | ||||||
| BENJAMIN RICHTER | |||||||||||
| 12 PLEASANT COURT | AMHERST | MA | 01002 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| BRADLEY BOLMAN | |||||||||||
| 31 EARLE LANE | PRINCETON | NJ | 08540 | I | INTERDISCIPLINARY RESIDENCY 2024 | $800 | |||||
| BRANDON O SCOTT | |||||||||||
| 141 MILL POND ROAD | HOBGOOD | NC | 27843 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $800 | |||||
| BRITANI ALLEN | |||||||||||
| 80 NORTH MOORE STREET APT 30G | NEW YORK | NY | 10013 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| CAITLIN VITALE SULLIVAN | |||||||||||
| 123 WEST GORHAM STREET | MADISON | WI | 53703 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $800 | |||||
| CALDER KAMIN | |||||||||||
| 9525 NORTH CAPITAL OF TEXAS HIGHWAY | AUSTIN | TX | 78759 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | 434 | ||||
| CLAUDINE METRICK | |||||||||||
| 114 VANDERKEMP AVENUE | BARNEVELD | NY | 13304 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| DARCY DUDA CASEY | |||||||||||
| 7 WEST HILL TERRACE | GARDINER | ME | 04345 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| DOC WEEK MIDDLEBURG | |||||||||||
| 3697 PRINCE ROAD | MARSHALL | VA | 20115 | I | 5/17/24 DOC WEEK MIDDLEBURG FILM FESTIVAL | $2,500 | |||||
| DOROTA HABER-LEHIGH | |||||||||||
| 3325 BAYVIEW TERRACE | SEASIDE | OR | 97138 | I | 2024 INTERDISCIPLINARY RESIDENCY | $800 | |||||
| DOUGLAS TAYLOR | |||||||||||
| 2905 WHISPERING WIND DRIVE | LAS VEGAS | NV | 89117 | I | 2024 CULINARY RESIDENCY | $1,600 | |||||
| ELISSA LEVY | |||||||||||
| 123 CONGRESS STREET | BROOKLYN | NY | 11201 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $800 | |||||
| ERIN EICHENBERGER | |||||||||||
| 3516 ANDREWS LANE | RALEIGH | NC | 27607 | I | 2024 PLANT CONSERVATION BIOLOGY FELLOWSHIP | $10,000 | |||||
| ESTER CASEY | |||||||||||
| 46 CHURCH STREET 1 | BEACON | NY | 12508 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $1,600 | |||||
| ETHAN A HENDERSON | |||||||||||
| 1989 NORTH CALLE DEL SUERTE | TUCSON | AZ | 85745 | I | HONORARIUM LIBRARY REVIEW 2024 | $1,500 | |||||
| GAVIN RYAN | |||||||||||
| 2695 TRAVER BOULEVARD | ANN ARBOR | MI | 48105 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $800 | |||||
| JAMES LUCAS | |||||||||||
| 468 EAST MAIN STREET | STANLEY | VA | 22851 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| JANE MARCHANT | |||||||||||
| 6426 SALEM STREET APT C | OAKLAND | CA | 94608 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $800 | |||||
| JANICE NIEMANN | |||||||||||
| I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | 401-1550 CHURCH AVE | VICTORIA | BC | ||||||
| JENNY CHAMARETTE | |||||||||||
| I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | 32A HOMECROFT ROAD | LONDON | UK | ||||||
| JESSICA DALRYMPLE | |||||||||||
| 18 EAST 3RD STREET | BROOKLYN | NY | 11218 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $800 | |||||
| JESSIE WEI-HSUAN CHEN | |||||||||||
| I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | MARCO POLOLAAN 299 | UTRECHT | NL | ||||||
| JINEE SIENNIE LEE | |||||||||||
| 201 N GARLAND CT UNITE 3709 | CHICAGO | IL | 60601 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| JOSEPH LITTS | |||||||||||
| 329 US 4 APT 5 | ENFIELD | NH | 03748 | I | 2024 STACY LLOYD FELLOWSHIP FOR BIBLIOGRAPHIC STUDIES | $10,000 | |||||
| JULIANE SHIBATA ARTS LLC | |||||||||||
| 315 ELM STREET | NORTHFIELD | MN | 55057 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| KANDIS K PHILLIPS | |||||||||||
| 18925 MARSH HAWK LANE | GAITHERSBURG | MD | 20879 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $1,600 | |||||
| KIERAN TVERBAKK | |||||||||||
| 810 THORNTON ST SE 705 | MINNEAPOLIS | MN | 55414 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| KIMBERLY BECK | |||||||||||
| 546 EAST END AVENUE | PITTSBURGH | PA | 15221 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| KIRK GORDON | |||||||||||
| 947 GREENE AVENUE APT 1 | BROOKLYN | NY | 11221 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| LAUREN R CANNADY | |||||||||||
| 7111 WOODMONT AVE APT 901 | BETHESDA | MD | 20815 | I | 2024 WINTER PERENNIAL RESIDENCY SESSION | $800 | |||||
| LEE B MCCAFFREE | |||||||||||
| 11 WENDY LANE | ORINDA | CA | 94563 | I | 2024 BOTANICAL ARTIST IN RESIDENCE PROGRAM | $1,000 | |||||
| LELAND WERDEN | |||||||||||
| 45 CHENEY AVE | PETERBOROUGH | NH | 03458 | I | 2024 PLANT CONSERVATION BIOLOGY FELLOWSHIP | $10,000 | |||||
| LIMING CAI | |||||||||||
| 910 DUNCAN LANE APT 55 | AUSTIN | TX | 78708 | I | 2024 PLANT SCIENCE RESEARCH FELLOWSHIP | $10,000 | |||||
| LOVE REVIVAL CHURCH | |||||||||||
| 119 CHESTER STREET | FRONT ROYAL | VA | 22630 | I | IN MEMORY OF WILLIAM C. KEYSER, JR. | $150 | |||||
| MAJEL CONNERY | |||||||||||
| 185 BEACH 61ST STREET 1 | ARVERNE | NY | 11692 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| MARIA PINTO | |||||||||||
| 1 VASSALL STREET | QUINCY | MA | 02170 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| MARIKO THOMAS | |||||||||||
| 1495 SOUTHWEST 10TH AVENUE | OAK HARBOR | WA | 98277 | I | INTERDISCIPLINARY RESIDENCY 2024 | $800 | |||||
| MARTINE THOMAS | |||||||||||
| 229 WEST 116TH STREET APT 2B | NEW YORK | NY | 10026 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| MARY ELLEN TAYLOR | |||||||||||
| I | 2024 BOTANICAL ARTIST IN RESIDENCE PROGRAM | $1,000 | 19 BETTERSEA SQUARE | LONDON | UK | ||||||
| MICHAEL BLAKE | |||||||||||
| 12 CANTERBURY STREET | ANDOVER | MA | 01810 | I | HONORARIUM LIBRARY REVIEW 2024 | $1,000 | |||||
| MICHELLE ROBINSON | |||||||||||
| 2431 MICHELTORENA STREET | LOS ANGELES | CA | 90039 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| NANCY HERSHBERGER | |||||||||||
| 318 TANNERY ROAD | BREEZEWOOD | PA | 15533 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $1,600 | |||||
| NIA ALLEN-LEE | |||||||||||
| 1541 SERRANO AVENUE | LOS ANGELES | CA | 90027 | I | INTERDISCIPLINARY RESIDENCY 2024 | $800 | |||||
| NICOLE JAMES | |||||||||||
| 3113 EAST MARSHALL STREET | RICHMOND | VA | 23223 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| NICOLE LABOUFF | |||||||||||
| 6141 COLFAX LANE SOUTH | MINNEAPOLIS | MN | 55419 | I | PERENNIAL RESIDENCY 2024 | $800 | |||||
| OMAR MENDOZA LINARES | |||||||||||
| I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | DALIAS STREET 22 COLONY JARDINES | TLAHUAC, MEXICO C | MX | DEL LLANO | |||||
| PANOS APRAHAMIAN | |||||||||||
| I | 2024 ELIZA MOORE FELLOWSHIP FOR ARTISTIC EXCELLENCE | $10,175 | KARL MARX STRASSE 169 | BERLIN | GM | ||||||
| PATRICIA B DRISCOLL | |||||||||||
| 2828 BERWICK ROAD | BIRMINGHAM | AL | 35213 | I | INTERDISCIPLINARY RESIDENCY 2024 | $800 | |||||
| PAULA BOHINCE | |||||||||||
| 410 VALE AVE | PITTSBURGH | PA | 15239 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| PAULA WHYMAN | |||||||||||
| 6121 SHADY OAK LANE | BETHESDA | MD | 20817 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| RACHAEL ANDERSON | |||||||||||
| 641 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| RACHEL K FAUTH | |||||||||||
| 47 MAIN STREET | ASHEVILLE | NC | 28803 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| RICHARD VANDERPLAS DBA EDENOPOLIS L | |||||||||||
| 80 NORTH MOORE STREET APT 30G | NEW YORK | NY | 10013 | I | CULINARY RESIDENCY 2024 | $1,600 | |||||
| ROXANNE EVERETT | |||||||||||
| 6210 RAVENNA AVENUE NORTHEAST | SEATTLE | WA | 98115 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| SAMUEL LEMLEY | |||||||||||
| 7549 GRAYMORE ROAD | PITTSBURGH | PA | 15221 | I | HONORARIUM LIBRARY REVIEW 2024 | $1,000 | |||||
| SARAH JONES | |||||||||||
| 2003 NE 63RD ST | SEATTLE | WA | 98115 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| SARA LINDSAY | |||||||||||
| 4052 DEERBROOK WAY SOUTHWEST | LILBURN | GA | 30047 | I | 2024 ELIZA MOORE FELLOWSHIP FOR ARTISTIC EXCELLENCE | $10,000 | |||||
| SASKIA POULOS | |||||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | I | 2024 CULINARY RESIDENCY | $1,600 | |||||
| SCOTT MEINERS | |||||||||||
| 4993 EAST CUMBERLAND ROAD | MARTINSVILLE | IL | 62442 | I | PLANT CONSERVATION AND PLANT SCIENCE RESEARCH SABBATICAL PROGRAM 2024 | $15,000 | |||||
| SHANNON BUCKLEY | |||||||||||
| 2649 DAYTON AVENUE | COLUMBUS | OH | 43202 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| SHEILA SCOVILLE | |||||||||||
| 400 MASSACHUSETTS AVENUE NORTHWEST | WASHINGTON | DC | 20001 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | 320 | ||||
| SIERRA PEREZ | |||||||||||
| 208 SOUTH ROGERS STREET APT 4 | BLOOMINGTON | IN | 47404 | I | 2024 PLANT SCIENCE RESEARCH FELLOWSHIP | $10,000 | |||||
| SIERRA ROARK | |||||||||||
| 1502 FAY STREET | DURHAM | NC | 27701 | I | INTERDISCIPLINARY RESIDENCY 2024 | $800 | |||||
| SMITHSONIAN INSTITUTION-NHAP | |||||||||||
| 1000 JEFFERSON DRIVE SOUTHWEST | WASHINGTON | DC | 20560 | I | HONORARIUM ON BEHALF OF ALICE TANGERINI FOR SIX HUNDRED YEARS OF BOTANICAL ILLUSTRATION | $500 | |||||
| SOPHIA MCLAUGHLIN | |||||||||||
| 1226 E BLOOMINGTON ST | IOWA CITY | IA | 52245 | I | 2024 INTERDISCIPLINARY RESIDENCY DAYLILIES COHORT, | $2,000 | |||||
| STEPHANIE SIN-YUN SHIH DBA THISISSH | |||||||||||
| 11500 TENNESSEE AVE UNIT 125 | LOS ANGELES | CA | 90064 | I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | |||||
| SUSAN FRASER | |||||||||||
| 609 KAPPOCK STREET | BRONX | NY | 10463 | I | HONORARIUM LIBRARY REVIEW 2024 | $1,000 | |||||
| TAMI BANH | |||||||||||
| 540 WAVERLY AVENUE 7F | BROOKLYN | NY | 11238 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| THEODORA WILLIAMS | |||||||||||
| 6319 BRYN MAWR DRIVE | LOS ANGELES | CA | 90068 | I | 2024 CULINARY RESIDENCY | $1,600 | |||||
| VALENTINA SOTO | |||||||||||
| I | 2024 INTERDISCIPLINARY RESIDENCY | $2,000 | MARIA MONVEL 739 CASA I LA REINA | SANTIAGO | CI | ||||||
| VERONICA MARTIN | |||||||||||
| 8120 SOUTHWEST RUBY TERRACE | PORTLAND | OR | 97219 | I | 2023 INTERDISCIPLINARY RESIDENCY | $1,800 | |||||
| WILLIAM KEEFER | |||||||||||
| 6304 OLD HARFORD ROAD | BALTIMORE | MD | 21214 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| YUJIN KANG YOON | |||||||||||
| 9703 DOULTON COURT | FAIRFAX | VA | 22032 | I | 2024 PERENNIAL RESIDENCY PROGRAM | $800 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,425 | 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 | $279,715 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,411,417 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,397,066 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,331,060 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $144,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,284,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $279,715 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,563,788 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MEDWAY CHARITABLE TRUST | ||||||
| 1 | 901 S BOND ST STE 400 | BALTIMORE | MD | 21231 | $10,000 | Yes (X) |
| BROWN ADVISORY | ||||||
| 2 | 1801 PENNSYLVANIA AVE NW SUITE 1300 | WASHINGTON | DC | 20006 | $10,000 | Yes (X) |
| GORHAM FAMILY CHARITABLE FUND | ||||||
| 3 | PO BOX 674 | UPPERVILLE | VA | 20185 | $150,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $47,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,250 | 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 | 2024-12 | SoldDt |
| Gross Sales Price | $400 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $400 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP HOLDINGS NV | $630,950 | $630,950 |
| ALCOA CORP COM | $346,405 | $346,405 |
| ALPHABET INC. CL C | $977,529 | $977,529 |
| AMAZON, INC. | $1,530,465 | $1,530,465 |
| AON PLC | $786,201 | $786,201 |
| BAYER A G SPONSORED ADR | $314,730 | $314,730 |
| CAPITAL ONE FINL CORP | $497,691 | $497,691 |
| CHARTER COMMUNICATIONS INC. A | $226,914 | $226,914 |
| COMCAST CORP NEW CL A | $636,997 | $636,997 |
| DISCOVER FINL SVCS COM | $169,592 | $169,592 |
| ELEVANCE HEALTH INC | $312,089 | $312,089 |
| GE VERNOVA INC COM | $362,152 | $362,152 |
| HILTON WORLDWIDE HOLDINGS INC | $344,047 | $344,047 |
| HUMANA INC COM | $449,067 | $449,067 |
| LAUDER ESTEE COS INC CL A | $98,299 | $98,299 |
| LONDON STK EXCHANGE GROUP UNSPONSORED ADR | $554,869 | $554,869 |
| LIBERTY BROADBAND CORP SER A | $168,797 | $168,797 |
| LIBERTY BROADBAND CORP SER C | $113,261 | $113,261 |
| META PLATFORM INC. | $988,341 | $988,341 |
| MICROSOFT CORP | $741,840 | $741,840 |
| PROSUS N V SPONSORED ADR | $599,176 | $599,176 |
| SAFRAN S A SPON ADR | $337,019 | $337,019 |
| SAP SE SPON ADR | $653,688 | $653,688 |
| TAIWAN SEMICONDUCTOR MFG LTD | $600,765 | $600,765 |
| UNITEDHEALTH GROUP INC. | $637,889 | $637,889 |
| VISA INC COM CL A | $412,748 | $412,748 |
| WELLS FARGO & CO | $376,557 | $376,557 |
| WOODWARD INC | $405,399 | $405,399 |
| WORKDAY INC CL A | $780,799 | $780,799 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASDIN | FMV | $2,991,291 | $2,991,291 |
| COATUE OFFSHORE FUND LTD | FMV | $18,254,756 | $18,254,756 |
| DAVIDSON KEMPNER INSTUTL PTNR | FMV | $13,200,722 | $13,200,722 |
| FARALLON EQUITY PARTNERS INTL. | FMV | $33,359,692 | $33,359,692 |
| GQG PARTNERS LLC EMERGING MKTS | FMV | $10,285,519 | $10,285,519 |
| INDUS SELECT FUND LTD | FMV | $10,301,175 | $10,301,175 |
| JUNTO | FMV | $12,362,442 | $12,362,442 |
| KING STREET CAPITAL, LTD | FMV | $9,543,673 | $9,543,673 |
| MW EUREKA FUND | FMV | $15,174,246 | $15,174,246 |
| NUT TREE CAPITAL OFFSHORE FUND | FMV | $7,933,740 | $7,933,740 |
| ROCK SPRINGS CAPITAL OFFSHORE FD | FMV | $14,271,435 | $14,271,435 |
| THE HIGHCLERE INTERNATIONAL INV | FMV | $7,318,370 | $7,318,370 |
| WELLINGTON CTF INTERNATIONAL QUALITY GROWTH | FMV | $10,562,863 | $10,562,863 |
| WELLINGTON EMERGING COMPANIES | FMV | $7,991,889 | $7,991,889 |
| WELLINGTON TC-SELECT LEADERS | FMV | $7,194,751 | $7,194,751 |
| PIMCO LOW DURATION ESG FUND | FMV | $11,566,277 | $11,566,277 |
| TRINITY | FMV | $10,772,887 | $10,772,887 |
| BAUPOST | FMV | $9,373,189 | $9,373,189 |
| WELLINGTON USRE-EXTENDED FUND | FMV | $23,735,118 | $23,735,118 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $24,222 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,213 | 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 | $7,811 | $6,065 | $6,065 |
| INTEREST AND DIVIDENDS RECEIVABLE | $3 | $3 | $3 |
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 | $186,993 | $0 | $0 | $186,993 |
| COMPUTER SUPPLIES | $151,786 | $0 | $0 | $151,786 |
| DECORATIVE FURNITURE AND ARTS | $38,818 | $0 | $0 | $38,818 |
| EQUIPMENT | $32,779 | $0 | $0 | $32,779 |
| GARDEN AND LANDSCAPE | $268,733 | $0 | $0 | $268,733 |
| HOUSEHOLD AND FOOD | $39,961 | $0 | $0 | $39,961 |
| INSURANCE | $273,820 | $0 | $0 | $273,820 |
| LEASE EXPENSE | $4,472 | $0 | $0 | $4,472 |
| OFFICE EXPENSES | $16,136 | $0 | $0 | $16,136 |
| REPAIRS AND MAINTENANCE | $389,695 | $0 | $0 | $389,695 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $98,503 | $98,503 | $98,503 |
| INVESTMENT INCOME FROM PTES | $1,298,563 | $1,298,563 | $1,298,563 |
| PROGRAM SERVICE REVENUE | $279,715 | $279,715 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,394,537 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PAYROLL EXPENSES | $186,622 | $243,150 |
| OPERATING LEASE LIABILITY | $7,811 | $6,065 |
| DEFERRED TAX LIABILITY | $866,502 | $995,221 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROF FEES - RESTORATION | $32,735 | $0 | $0 | $32,735 |
| PROF FEES - PROGRAM | $72,714 | $0 | $0 | $72,714 |
| PROF FEES - OTHER | $122,650 | $0 | $0 | $122,650 |
| PROF FEES - LANDSCAPE, GARDEN | $175,276 | $0 | $0 | $175,276 |
| PROF FEES - DIGITAL | $78,387 | $0 | $0 | $78,387 |
| PROF FEES - CONSULTING | $19,034 | $0 | $0 | $19,034 |
| INVESTMENT MANAGEMENT FEES -DIRECT | $1,418,026 | $1,418,026 | $1,418,026 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PERSONAL PROPERTY TAXES | $31,662 | $0 | $0 | $31,662 |
| TAXES | $128,719 | $0 | $0 | $0 |
| EXCISE TAXES | $11,054 | $0 | $0 | $11,054 |