OAK SPRING GARDEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OAK SPRING GARDEN FOUNDATION (EIN 54-1672141)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-30
- IRS object ID
- 202111819349100211
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2021-06-30T10:51:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 BETHESDA METRO CENTER 11TH FLOOR | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 5405923240 | PhoneNum |
| Signature | 2021-06-29 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J GIGANTI | PreparerPersonNm |
| PTIN | P00646609 | PTIN |
| Phone | 3016549000 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $299,222,622 | 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 | $1,825 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $562,896 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $562,896 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $562,896 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $138,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,020 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $138,020 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,111,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,757,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,111,394 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $32,087 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $36,826 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $22,478 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $14,348 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $14,348 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,632,282 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,591,733 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,632,282 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,460,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,404,043 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,379,633 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $804,681 | 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 | $804,681 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,380,878 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,204 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $22,204 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,396,173 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $808,158 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,851 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $8,851 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $824,693 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,870 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,003 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,734,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,267,778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,267,778 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $441,875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $657,118 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $179,062 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $940,885 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $251,567 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $255,318 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,602 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,107 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,104 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,358 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $969,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $930,486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,641,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,298,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,298,833 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,929,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,456 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,720,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,298,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,298,833 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,006,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,260,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,105,210 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,080,800 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,701,084 | CashBOYAmt |
| Cash EOY | $1,039,662 | CashEOYAmt |
| Cash EOYFMV | $1,039,662 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,093,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,237,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,237,847 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $327 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,062 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $327 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $327 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $681,111 | InventoriesBOYAmt |
| Inventories EOY | $787,988 | InventoriesEOYAmt |
| Inventories EOYFMV | $787,988 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $308,749 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $213,364 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $213,364 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,208,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,335,014 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,335,014 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $186,096,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,729,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $211,729,342 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,509,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,637,613 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $32,576,202 | LandBOYAmt |
| Land EOY | $32,871,993 | LandEOYAmt |
| Land EOYFMV | $32,871,993 | LandEOYFMVAmt |
| Other Assets BOY | $91,440,870 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,085 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,085 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $362,108,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,222,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $299,222,622 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $241,284 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $359,888 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $575,942 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $923,115 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $817,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,283,003 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $159,890,970 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,751,573 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $201,400,548 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $200,188,046 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $361,291,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $297,939,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,108,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,222,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $361,291,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,260,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,341,597 | OtherIncreasesAmt |
| Subtotal | $389,373,066 | SubtotalAmt |
| Other Decreases | $91,433,447 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $297,939,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| 1250 SHS. ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD - E | P | $1,373,396 | $1,250,000 | $123,396 | $123,396 | ||
| 208,662.8090 SHS. SANDERSON INTERNATIONAL VALUE FUND | P | $10,240,764 | $10,240,764 | $0 | $0 | ||
| 1250 SHS. ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD - E | P | $1,456,427 | $1,250,000 | $206,427 | $206,427 | ||
| 1,648.0321 SHS. FARRALLON | P | $2,500,000 | $1,586,768 | $913,232 | $913,232 | ||
| CAPITAL GAINS FROM PASS-THROUGH ENTITIES | P | $3,373,538 | $3,373,538 | $3,373,538 | 2019-01-01 | 2020-12-31 | |
| SHORT TERM CAPITAL GAINS FROM PASS-THROUGH ENTITIES | P | $110,163 | $110,163 | $110,163 | 2020-01-01 | 2020-12-31 | |
| GAIN ON SALE OF PROPERTY AND EQUIPMENT | P | $5,042 | $5,042 | $5,042 | 2019-01-01 | 2020-12-31 | |
| PUBLICLY TRADED SECURITIES | $35,233,916 | $34,776,244 | $457,672 | $457,672 | 2019-01-01 | 2020-12-31 | |
| SHORT TERM PUBLICLY TRADED SECURITIES | $464,542 | $542,618 | -$78,076 | -$78,076 | 2020-01-01 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,111,394 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32,087 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,862 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,862 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,862 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,839 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $138,839 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,977 | OverpaymentAmt |
| Applied To ES Tax | $53,977 | 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 | ROBERT N THOMPSON | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | 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 (7 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 | $566,602 | $42,615 | $0 |
| TONY WILLIS | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | TREASURER | 40.00 | $178,075 | $17,389 | $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 |
| THOMAS E LOVEJOY PHD | ||||||||
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JACQUELYN WONG | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | DIRECTOR OF FINANCE | 40.00 | $111,022 | $44,255 | $0 |
| FREDERICK GLASCOCK | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF MAINTENANCE | 40.00 | $95,392 | $32,854 | $0 |
| KATHARINE OLIMPI | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | ASSISTANT TO PRESIDE | 40.00 | $88,939 | $38,448 | $0 |
| CLIF BROWN | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF ACL | 40.00 | $83,080 | $39,159 | $0 |
| NANCY COLLINS | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | ARCHIVIST | 40.00 | $82,959 | $38,532 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 26 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | ||||||
| 1800 LARIEMER STREET SUITE 1200 | DENVER | CO | 08202 | INVESTMENT CONSULTING | $300,000 | |
| DIGITAL COLOR PRODUCTIONS | ||||||
| 1109 HIGHLAND DRIVE | SILVER SPRING | MD | 20910 | DIGITAL SERVICES | $139,195 | |
| GRUVER COOLEY | ||||||
| PO BOX 1139 | PURCELLVILLE | VA | 20134 | CONSTRUCTION | $124,883 | |
| EAGLE CAPITAL MANAGEMENT LLC | ||||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT CONSULTING | $110,948 | |
| VALLEY DRILLING CORPORATION OF VIRGINIA | ||||||
| 9172 JOHN S MOSBY HIGHWAY PO BOX | UPPERVILLE | VA | 20185 | CONSTRUCTION | $104,578 | 604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OSG MAINTENANCE, IMPROVEMENTS, RENOVATION AND UPKEEP OF FORMAL GARDENS AND BUILDINGS | Description1Txt |
| Expenses1 | $3,843,564 | Expenses1Amt |
| Description2 | OSG CONSERVATION, RESTORATION, ACQUISITIONS DIGITIZATION AND LIBRARY OPERATIONS | Description2Txt |
| Expenses2 | $1,829,695 | Expenses2Amt |
| Description3 | OSG HOSTED EVENTS, WORKSHOPS AND FELLOWSHIPS AND RESIDENCIES | Description3Txt |
| Expenses3 | $563,757 | Expenses3Amt |
| Description4 | BIO CULTURAL CONSERVATION FARM | Description4Txt |
| Expenses4 | $287,735 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,969,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,136,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $211,729,340 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $261,835,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $261,835,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,927,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $257,908,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,895,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,006,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,238,525 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,244,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,244,737 | AdjustedQualifyingDistriAmt |
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 | $1,080,800 | CurrentYearAmt |
| Year1 | $2,336,730 | Year1Amt |
| Year2 | $1,772,907 | Year2Amt |
| Year3 | $4,191,592 | Year3Amt |
| Total | $9,382,029 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $918,680 | CurrentYearAmt |
| Year1 | $1,986,221 | Year1Amt |
| Year2 | $1,506,971 | Year2Amt |
| Year3 | $3,562,853 | Year3Amt |
| Total | $7,974,725 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,244,737 | CurrentYearAmt |
| Year1 | $9,189,601 | Year1Amt |
| Year2 | $7,973,327 | Year2Amt |
| Year3 | $8,377,895 | Year3Amt |
| Total | $33,785,560 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $206,962 | Year3Amt |
| Total | $206,962 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,244,737 | CurrentYearAmt |
| Year1 | $9,189,601 | Year1Amt |
| Year2 | $7,973,327 | Year2Amt |
| Year3 | $8,170,933 | Year3Amt |
| Total | $33,578,598 | 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 | $8,596,937 | CurrentYearAmt |
| Year1 | $7,809,927 | Year1Amt |
| Year2 | $6,671,566 | Year2Amt |
| Year3 | $7,192,137 | Year3Amt |
| Total | $30,270,567 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIMEE LEE | |||||||||||||
| 5288 HAVERFORD DRIVE | LYNDHURST | OH | 44124 | NONE | I | ARTIST IN RESIDENCE | $1,600 | ||||||
| AMIE WHITEMORE | |||||||||||||
| 335 EAST BURTON STREET APT B | MURFREESBORO | TN | 37130 | NONE | I | ARTIST IN RESIDENCE | $1,600 | ||||||
| ANNIE VARNOT | |||||||||||||
| 144 SPENCER STREET APT 319 | BROOKLYN | NY | 11205 | NONE | I | 2020 ALUMNI RESIDENCY AWARD | $750 | ||||||
| AUTUMN VON PLINSKY | |||||||||||||
| 578 10TH STREET | BROOKLYN | NY | 11215 | NONE | I | 2020 ALUMNI RESIDENCY AWARD | $750 | ||||||
| CALISTA LYON | |||||||||||||
| 617 EAST 3RD AVENUE STUDIO 222 | COLUMBUS | OH | 43201 | NONE | I | ARTIST IN RESIDENCE | $1,600 | ||||||
| DONNA COOPER HURT | |||||||||||||
| 3095 COOPERS COVE ROAD | HARDY | SC | 24101 | NONE | I | ARTIST IN RESIDENCE | $750 | ||||||
| ELISSA LEVY | |||||||||||||
| 41 WARREN STREET 2 | NEW YORK | NY | 10007 | NONE | I | 2020 ALUMNI RESIDENCY AWARD | $750 | ||||||
| EMMA STEINKRAUS | |||||||||||||
| 923-B COLLEGE RD | FARMVILLE | VA | 23901 | NONE | I | ELIZA MOORE FELLOWSHIP | $10,000 | ||||||
| JANET TYSON | |||||||||||||
| 210 PARKHURST AVENUE | SPRING LAKE | MI | 49456 | NONE | I | 2020 RESEARCHER IN RESIDENCE AWARD | $750 | ||||||
| JESSIE WEI-HSUAN CHEN | |||||||||||||
| NONE | I | STACY LLOYD FELLOWSHIP | $10,000 | MARCO POLOLAAN 299 | UTRECHT | NL | 3526 GD | ||||||
| JOHN LILES | |||||||||||||
| 212 AVENUE B APT 2 | NEW YORK | NY | 10009 | NONE | I | 2020 ALUMNI RESDIENCY AWARD | $750 | ||||||
| JOSEPHA RICHARD | |||||||||||||
| NONE | I | STACY LLOYD FELLOWSHIP | $10,000 | HISTORICAL STUDIES DEPARTMENT | CLIFTON, BRISTOL | OC | BS8 1TB | UNIVERSITY OF BRISTOL 13-15 WOODLAN | |||||
| KRISTAN HANSON | |||||||||||||
| 1521 VERMONT STREET | LAWRENCE | KS | 66044 | NONE | I | 2020 ALUMNI RESIDENCY AWARD | $750 | ||||||
| MADELAINE CORBIN | |||||||||||||
| 114 WEST ADAMS AVENUE 1703 | DETROIT | MI | 48226 | NONE | I | ARTIST IN RESIDENCE | $1,600 | ||||||
| MADISON COLVIN | |||||||||||||
| 1158 LORELLA AVENUE | EUGENE | OR | 97401 | NONE | I | ELIZA MOORE FELLOWSHIP | $10,000 | ||||||
| SMITHSONIAN INSTITUTION OSP CLEARING ACCOUNT | |||||||||||||
| 24411 NETWORK PLACE | CHICAGO | IL | 606731243 | NONE | PC | GRANT FOR VIRGINIA WORKING LAND FELLOW | $15,000 | ||||||
| STEWART ALLEN | |||||||||||||
| 233 EAST 3RD STREET APT 5B | NEW YORK | NY | 10009 | NONE | I | ARTIST IN RESDIENCE | $1,600 | ||||||
| VARIOUS | |||||||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | I | CONTRIBUTIONS | $1,085 | |||||||
| THE LINNEAN SOCIETY OF LONDON | |||||||||||||
| NONE | I | CONTRIBUTION | $1,313 | BURLINGTON HOUSE PICCADILLY | UK | W1J0BF | |||||||
| FAUQUIER COMMUNITY FOOD BANK AND THRIFT STORE | |||||||||||||
| 249 EAST SHIRLEY AVENUE | WARRENTON | VA | 20186 | PC | CONTRIBUTION | $5,000 | |||||||
| CENTER FOR HUMANS AND NATURE NFP | |||||||||||||
| 17660 W CASEY ROAD | LIBERTYVILLE | IL | 60048 | NONE | PC | CONTRIBUTION | $1,000 | ||||||
| SMITHSONIAN INSTITUTION | |||||||||||||
| NATIONAL MUSEUM OF NATURAL HISTORY | WASHINGTON | DC | 20560 | NONE | PC | CONTRIBUTION | $1,000 | ||||||
| AUDUBON SOCIETY OF NORTHERN VIRGNIA | |||||||||||||
| 11100 WILDLIFE CENTER DRIVE SUITE | RESTON | VA | 20190 | NONE | PC | HONORARIUM | $1,000 | 100 | |||||
| PIEDMONT ENVIRONMENTAL COUNCIL | |||||||||||||
| P O BOX 460 | WARRENTON | VA | 20188 | NONE | PC | CONTRIBUTION | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,148 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $2,850 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $562,896 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,020 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,591,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,111,394 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,348 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUES | Desc |
| Related Or Exempt Function Incm | $37,699 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,418,391 | ExclusionAmt |
| Related Or Exempt Function Incm | $40,549 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,458,940 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | PART OF CHARITABLE MISSION |
| 11A | PART OF CHARITABLE MISSION |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $34,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OWNERSHIP OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990, PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION OWNS AND CONTROLS OAK SPRING GARDEN LLC.PLEASE REFER TO STATEMENTS 15 AND 16 FOR FURTHER DETAILS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC. CL C | $1,361,211 | $1,361,211 |
| AMAZON, INC. | $879,371 | $879,371 |
| BERKSHIRE HATHAWAY INC. CL B | $804,125 | $804,125 |
| CHARTER COMMUNICATIONS INC. A | $252,051 | $252,051 |
| CITIGROUP INC. | $671,293 | $671,293 |
| COMCAST CORP NEW CL A | $1,065,606 | $1,065,606 |
| DISH NETWORK CORP CL A | $244,749 | $244,749 |
| FACEBOOK, INC. | $735,620 | $735,620 |
| GENERAL ELECTRIC CO. | $697,529 | $697,529 |
| GENERAL MOTORS CORP. | $333,911 | $333,911 |
| GOLDMAN SACHS GROUP INC. | $711,753 | $711,753 |
| HILTON WORLDWIDE HOLDINGS INC | $467,403 | $467,403 |
| LIBERTY BROADBAND CORP SER A | $535,299 | $535,299 |
| MARRIOTT INTL INC CL A (NEW) | $782,945 | $782,945 |
| MIRCOSOFT CORP | $1,256,451 | $1,256,451 |
| MORGAN STANLEY | $415,977 | $415,977 |
| UNITEDHEALTH GROUP INC. | $605,274 | $605,274 |
| WELLS FARGO & CO | $688,496 | $688,496 |
| AERCAP HOLDINGS NV | $165,638 | $165,638 |
| AON PLC | $740,079 | $740,079 |
| NETFLIX, INC. | $427,177 | $427,177 |
| WABTEC CORP COM | $131,394 | $131,394 |
| LYONDELLBASELL INDUSTRIES N V | $159,947 | $159,947 |
| WOODWARD INC | $130,645 | $130,645 |
| DISNEY WALT CO | $482,844 | $482,844 |
| CAPITAL ONE FINL CORP | $209,661 | $209,661 |
| ANTHEM INC | $378,565 | $378,565 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHORAGE CAPITAL OFFSHORE LTD | FMV | $2,912,853 | $2,912,853 |
| CEDAR ROCK CAP PARTNERS | FMV | $12,275,824 | $12,275,824 |
| COATUE OFFSHORE FUND LTD | FMV | $17,606,596 | $17,606,596 |
| DAVIDSON KEMPNER INSTUTL PTNR | FMV | $14,785,778 | $14,785,778 |
| FARALLON EQUITY PARTNERS INTL. | FMV | $25,450,871 | $25,450,871 |
| GQG PARTNERS LLC EMERGING MKTS | FMV | $12,415,649 | $12,415,649 |
| HARBOR SPRING CAP PARTNERS | FMV | $8,022,208 | $8,022,208 |
| INDUS SELECT FUND LTD | FMV | $8,735,754 | $8,735,754 |
| KING STREET CAPITAL, LTD | FMV | $10,751,934 | $10,751,934 |
| MW EUREKA FUND | FMV | $11,304,266 | $11,304,266 |
| NUT TREE CAPITAL OFFSHORE FUND | FMV | $5,981,515 | $5,981,515 |
| ROCK SPRINGS CAPITAL OFFSHORE FD | FMV | $20,561,194 | $20,561,194 |
| THE HIGHCLERE INTERNATIONAL INV | FMV | $8,758,152 | $8,758,152 |
| WELLINGTON EMERGING COMPANIES | FMV | $24,659,834 | $24,659,834 |
| WELLINGTON TC-RESEARCH EQUITY | FMV | $7,737,844 | $7,737,844 |
| WELLINGTON TC-SELECT LEADERS | FMV | $9,367,611 | $9,367,611 |
| WELLINGTON CTF INTERNATIONAL QUALITY GROWTH | FMV | $10,401,459 | $10,401,459 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $10,993,733 | $0 | $10,993,733 | $10,993,733 |
| LAND IMPROVEMENTS | $1,263,569 | $0 | $1,263,569 | $1,263,569 |
| BUILDINGS & IMPROVEMENTS | $21,440,376 | $3,082,044 | $18,358,332 | $18,358,332 |
| VEHICLES, EQUIPMENT, FIXTURES AND FURNITURE | $2,811,928 | $555,569 | $2,256,359 | $2,256,359 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $11,870 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,003 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RARE BOOKS | $40,240,910 | $0 | $0 |
| COLLECTIONS | $51,192,537 | $0 | $0 |
| OPERATING LEASE RIGHT OF USE ASSETS | $7,423 | $7,085 | $7,085 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DECAPITALIZE COLLECTIONS AND ART PER ASC #958-360-25-3 | $91,286,072 |
| OTHER CHANGES IN BEGINNING NET ASSTS | $147,375 |
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 | $49,542 | $0 | $0 | $48,016 |
| COMPUTER SUPPLIES | $60,445 | $0 | $0 | $49,882 |
| DECORATIVE FURNITURE AND ARTS | $61,904 | $0 | $0 | $60,986 |
| EQUIPMENT | $28,579 | $0 | $0 | $29,366 |
| GARDEN AND LANDSCAPE | $212,937 | $0 | $0 | $207,712 |
| HOUSEHOLD AND FOOD | $33,965 | $0 | $0 | $33,965 |
| INSURANCE | $269,186 | $0 | $0 | $235,098 |
| LEASE EXPENSE | $6,941 | $0 | $0 | $6,695 |
| OFFICE EXPENSES | $18,398 | $0 | $0 | $20,956 |
| REPAIRS AND MAINTENANCE | $227,193 | $0 | $0 | $237,810 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME FROM PTES | $1,591,733 | $1,591,733 | $1,591,733 |
| PROGRAM SERVICE REVENUE | $2,850 | $2,850 | |
| OTHER REVENUES | $37,699 | $37,699 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $30,341,597 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PAYROLL EXPENSES | $252,123 | $133,162 |
| OPERATING LEASE LIABILITY | $7,423 | $7,085 |
| DEFERRED TAX LIABILITY | $316,396 | $782,868 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROF FEES - RESTORATION | $4,625 | $0 | $0 | $4,625 |
| PROF FEES - RESEARCH, LIBRARY | $100 | $0 | $0 | $100 |
| PROF FEES - PROGRAM | $196,115 | $0 | $0 | $196,115 |
| PROF FEES - OTHER | $28,770 | $0 | $0 | $3,910 |
| PROF FEES - LANDSCAPE, GARDEN | $86,162 | $0 | $0 | $86,162 |
| PROF FEES - ENGINEERING | $1,600 | $0 | $0 | $1,600 |
| PROF FEES - DIGITAL | $105,792 | $0 | $0 | $105,792 |
| PROF FEES - CONSULTING | $40,250 | $0 | $0 | $40,250 |
| PROF FEES - COMPUTER | $3,321 | $0 | $0 | $3,321 |
| INVESTMENT MANAGEMENT FEES - DIRECT | $595,477 | $595,477 | $595,477 | $0 |
| INVESTMENT MANAGEMENT FEES ON PASS-THROUGH ENTITIES | $667,264 | $667,264 | $667,264 | $0 |
| INVESTMENT EXPENSE:INVESTMENT EXPENSE | $5,037 | $5,037 | $5,037 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $657,118 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $179,062 | DisbursementsCharitablePrpsAmt |