OAK SPRING GARDEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OAK SPRING GARDEN FOUNDATION (EIN 54-1672141)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-01
- IRS object ID
- 202041839349100014
- Schema version
- 2019v5.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc 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
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-01T10:37:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT N THOMPSON | PreparerPersonNm |
| PTIN | P01389483 | PTIN |
| Phone | 3016549000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $362,106,744 | 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 | $14,606 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,002,840 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,002,840 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,002,840 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $159,959 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,959 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $159,959 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,303,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,683,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,303,095 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $19,604 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $7,759 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $4,008 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $3,751 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $3,751 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,479,735 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,421,339 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,479,735 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,963,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,887,233 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,665,889 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $697,822 | 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 | $697,822 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,987,692 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,503 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $21,503 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,946,136 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,062,759 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,633 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $6,633 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,056,548 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,783 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,203 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,389 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,389 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,845,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,301,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,301,023 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $557,357 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $471,140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $157,867 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $870,644 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $440,364 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $430,662 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $169,332 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $172,285 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25,105 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $25,434 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,186,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,182,419 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,818,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,329,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,329,159 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,285,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,983,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,329,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,329,159 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,449,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,019,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,558,074 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,336,730 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,161,825 | CashBOYAmt |
| Cash EOY | $1,701,084 | CashEOYAmt |
| Cash EOYFMV | $1,701,084 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,376,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,093,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,930,452 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,062 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,431 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,062 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,062 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $685,271 | InventoriesBOYAmt |
| Inventories EOY | $681,111 | InventoriesEOYAmt |
| Inventories EOYFMV | $822,433 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $318,951 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $308,749 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $328,853 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,782,278 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,208,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,208,158 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $158,868,417 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $186,096,630 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $186,096,630 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,280,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,704,430 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $31,864,037 | LandBOYAmt |
| Land EOY | $32,576,202 | LandEOYAmt |
| Land EOYFMV | $32,576,202 | LandEOYFMVAmt |
| Other Assets BOY | $91,301,818 | OtherAssetsBOYAmt |
| Other Assets EOY | $91,440,870 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91,440,870 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $331,363,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,108,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,106,744 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $167,462 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $241,284 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $238,798 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $575,942 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $406,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $817,226 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $127,977,738 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $159,890,970 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $202,979,360 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $201,400,548 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $330,957,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $361,291,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,363,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $362,108,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $330,957,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,019,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,421,326 | OtherIncreasesAmt |
| Subtotal | $361,359,247 | SubtotalAmt |
| Other Decreases | $67,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $361,291,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1501.16 SH FARALLON EQUITY PARTNERS INTERNATIONAL LTD. | P | 2016-03-01 | 2019-01-01 | $2,000,000 | $1,501,160 | $498,840 | $498,840 |
| 436.3549 SH SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND, LTD. | P | 2016-05-01 | 2019-06-01 | $1,173,359 | $976,982 | $196,377 | $196,377 |
| 436.4584 SH SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND, LTD. | P | 2016-05-01 | 2019-09-01 | $1,173,359 | $977,214 | $196,145 | $196,145 |
| 462.3678 SH SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND, LTD. | P | 2016-05-01 | 2019-03-01 | $1,173,359 | $1,035,224 | $138,135 | $138,135 |
| 514.2902 SH SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND, LTD. | P | 2016-05-01 | 2019-12-01 | $1,435,609 | $1,151,477 | $284,132 | $284,132 |
| 594.67 SH FARALLON EQUITY PARTNERS INTERNATIONAL LTD. | P | 2016-03-01 | 2019-07-01 | $1,000,000 | $594,670 | $405,330 | $405,330 |
| 741 SH ROCK SPRINGS CAPITAL OFFSHORE FUND, LP | P | 2016-03-01 | 2019-01-01 | $1,000,000 | $741,000 | $259,000 | $259,000 |
| CAPITAL GAINS FROM PASS-THROUGH ENTITIES | P | 2018-01-01 | 2019-12-31 | $987,537 | $987,537 | $987,537 | |
| LOSS ON INVENTORY | P | 2018-01-01 | 2019-12-31 | $108 | -$108 | -$108 | |
| LOSS ON SALE OF PROPERTY AND EQUIPMENT | P | 2018-01-01 | 2019-12-31 | $3,162 | $3,162 | $3,162 | |
| PUBLICLY TRADED SECURITIES | 2018-01-01 | 2019-12-31 | $1,193,314 | $878,273 | $315,041 | $315,041 | |
| SHORT TERM CAPITAL GAINS FROM PASS-THROUGH ENTITIES | P | 2019-01-01 | 2019-12-31 | $53,074 | $53,074 | $53,074 | |
| SHORT TERM PUBLICLY TRADED SECURITIES | 2019-01-01 | 2019-12-31 | $7,490,530 | $7,524,000 | -$33,470 | -$33,470 | |
| WASH SALES | P | 2018-01-01 | 2019-12-31 | $100 | -$100 | -$100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,303,095 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,604 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,269,139 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $200,146,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,632,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $215,764,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100260 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,227,478 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $170,163,294 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,544 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $99,980 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.935627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,887 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $111,565 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097584 | DistributionYr5Rt |
| Total Distribution | 1.239006 | TotalDistributionRt |
| Average Distribution | 0.247801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $234,297,821 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,059,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,114,815 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,189,601 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $111,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $111,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $88,839 | OverpaymentAmt |
| Applied To ES Tax | $88,839 | 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 | JACQUELYN WONG | 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 (6 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 | $530,000 | $32,932 | $0 |
| TONY WILLIS | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | TREASURER | 40.00 | $167,822 | $14,517 | $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 |
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 | $107,514 | $33,166 | $0 |
| FREDERICK GLASCOCK | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF MAINTENANCE | 40.00 | $91,441 | $25,326 | $0 |
| KATHARINE OLIMPI | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | ASSISTANT TO PRESIDE | 40.00 | $86,063 | $29,546 | $0 |
| NANCY COLLINS | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | ARCHIVIST | 40.00 | $80,684 | $30,946 | $0 |
| CLIF BROWN | ||||||||
| 1776 LOUGHBOROUGH LANE | UPPERVILLE | VA | 20184 | HEAD OF ACL | 40.00 | $80,000 | $29,527 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 31 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRUVER COOLEY | |||||
| PO BOX 1139 | PURCELLVILLE | VA | 20134 | CONSTRUCTION | $510,309 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIEMER STREET SUITE 1200 | DENVER | CO | 80202 | INVESTMENT CONSULTING | $225,000 |
| DIGITAL COLOR PRODUCTIONS | |||||
| 1109 HIGHLAND DRIVE | SILVER SPRING | MD | 20910 | DIGITAL SERVICES | $185,840 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT CONSULTING | $105,171 |
| EDDIE GIBSON DBA GIBSON SEWER AND WATER LLC | |||||
| 8 AVERY DRIVE | CHESTER GAP | VA | 22623 | CONSTRUCTION | $81,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $3,620,833 | Expenses1Amt |
| Description2 | OSG CONSERVATION, RESTORATION, ACQUISITIONS DIGITIZATION AND LIBRARY OPERATIONS | Description2Txt |
| Expenses2 | $2,074,037 | Expenses2Amt |
| Description3 | OSG HOSTED EVENTS, WORKSHOPS AND FELLOWSHIPS AND RESIDENCIES | Description3Txt |
| Expenses3 | $1,468,819 | Expenses3Amt |
| Description4 | BIO CULTURAL CONSERVATION FARM | Description4Txt |
| Expenses4 | $107,705 | 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 | $48,924,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,844,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $186,096,625 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $237,865,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $237,865,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,567,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $234,297,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,714,891 | 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 | $7,449,920 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,739,681 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,189,601 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,189,601 | 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 | $2,336,730 | CurrentYearAmt |
| Year1 | $1,772,907 | Year1Amt |
| Year2 | $4,191,592 | Year2Amt |
| Year3 | $1,516,590 | Year3Amt |
| Total | $9,817,819 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,986,221 | CurrentYearAmt |
| Year1 | $1,506,971 | Year1Amt |
| Year2 | $3,562,853 | Year2Amt |
| Year3 | $1,289,102 | Year3Amt |
| Total | $8,345,146 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,189,601 | CurrentYearAmt |
| Year1 | $10,269,139 | Year1Amt |
| Year2 | $21,632,424 | Year2Amt |
| Year3 | $9,227,478 | Year3Amt |
| Total | $50,318,642 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $206,962 | Year2Amt |
| Year3 | $418,000 | Year3Amt |
| Total | $624,962 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,189,601 | CurrentYearAmt |
| Year1 | $10,269,139 | Year1Amt |
| Year2 | $21,425,462 | Year2Amt |
| Year3 | $8,809,478 | Year3Amt |
| Total | $49,693,680 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,809,927 | CurrentYearAmt |
| Year1 | $6,671,566 | Year1Amt |
| Year2 | $7,192,137 | Year2Amt |
| Year3 | $5,672,110 | Year3Amt |
| Total | $27,345,740 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AUDUBON SOCIETY OF NORTHERN VIRGNIA | ||||||||
| 11100 WILDLIFE CENTER DRIVE SUITE | 100 | RESTON | VA | 20190 | NONE | PC | AWARD-ARTIST IN RESIDENCE | $250 |
| AUTUMN VON PLINSKY | ||||||||
| 505 COURT STREET APT 3H | BROOKLYN | NY | 11231 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| CARITAS | ||||||||
| PO BOX 25790 | RICHMOND | VA | 23260 | NONE | PC | CONTRIBUTION | $1,000 | |
| CHICAGO HORTICULTURAL SOCIETY DBACHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | FELLOWSHIP | $86,448 | |
| DINORA JUSTICE | ||||||||
| 134 HUNNEWELL AVENUE | NEWTON | MA | 02458 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| DOLORES FURTADO | ||||||||
| 30 SHERMAN STREET | BROOKLYN | NY | 11215 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| ELISSA LEVY | ||||||||
| 41 WARREN STREET 2 | NEW YORK | NY | 10007 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| ELLIE IRONS | ||||||||
| 90 9TH STREET 2ND FLOOR | TROY | NY | 12180 | NONE | I | FELLOWSHIP | $10,000 | |
| JENNIFER SCHEUER | ||||||||
| 329 RAVENWOOOD LANE APT A | LAFAYETTE | IN | 47909 | NONE | I | FELLOWSHIP | $10,000 | |
| JOHN LILES | ||||||||
| 212 AVENUE B APT 2 | NEW YORK | NY | 10009 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| KATIE HOLTEN | ||||||||
| 5 EAST 16TH STREET 2 | NEW YORK | NY | 10003 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| KRISTAN HANSON | ||||||||
| 1521 VERMONT STREET | LAWRENCE | KS | 66044 | NONE | I | FELLOWSHIP | $10,000 | |
| LINDSAY WELLS | ||||||||
| 330 NORRIS COURT APT 10 | MADISON | WI | 53703 | NONE | I | FELLOWSHIP | $10,000 | |
| NATIVE ARTS AND CULTURES FOUNDATION | ||||||||
| 400 E EVERGREEN BOULEVARD SUITE 102 | VANCOUVER | WA | 98660 | NONE | PC | CONTRIBUTION | $1,500 | |
| PAGE COUNTY SHERIFF'S OFFICE | ||||||||
| 108 SOUTH COURT STREET | LURAY | VA | 22835 | NONE | NC | CONTRIBUTION | $750 | |
| PIEDMONT ENVIRONMENTAL COUNCIL | ||||||||
| PO BOX 460 | WARRENTON | VA | 20188 | NONE | PC | CONTRIBUTION | $1,000 | |
| REGAN ROSBURG | ||||||||
| 2350 ARAPAHOE STREET | DENVER | CO | 80205 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| RX ART | ||||||||
| 208 FORSYTH STREET | NEW YORK | NY | 10002 | NONE | PC | CONTRIBUTION | $1,500 | |
| SAMANTHA SANDERS | ||||||||
| 2214 OGDEN STREET | PHILADELPHIA | PA | 19130 | NONE | I | AWARD-ARTIST IN RESIDENCE | $1,500 | |
| SMITHSONIAN INSTITUTION | ||||||||
| 1500 REMOUNT RD MRC 5537 | FRONT ROYAL | VA | 22630 | NONE | PC | CONTRIBUTION | $500 | |
| SMITHSONIAN INSTITUTION OSP CLEARING ACCOUNT | ||||||||
| 24411 NETWORK PLACE | CHICAGO | IL | 606731243 | NONE | PC | FELLOWSHIP | $14,850 | |
| WINDWARD FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | 300 | WASHINGTON | DC | 20036 | NONE | PC | CONTRIBUTION - CHESAPEAKE FOOD SUMMIT SPONSORSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,798 | 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 | $13,910 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,002,840 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,959 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,421,339 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,303,095 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,751 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Related Or Exempt Function Incm | $44,486 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,890,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $58,396 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,949,380 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MEDWAY CHARITABLE TRUST | |||||||
| 1 | PO BOX 1138 | MIDDLEBURG | VA | 20118 | $5,000 | Yes (X) | |
| TECHSOUP | |||||||
| 2 | 515 CRUISE STREET | CORINTH | MS | 38834 | $5,896 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SOFTWARE | NoncashPropertyDesc |
| Fair Market Value | $5,896 | FairMarketValueAmt |
| Received | 2019-09-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $41,389 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,389 | 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 (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC. CL C | $1,250,114 | $1,250,114 |
| AMAZON, INC. | $720,658 | $720,658 |
| BERKSHIRE HATHAWAY INC. CL B | $995,468 | $995,468 |
| CHARTER COMMUNICATIONS INC. A | $446,274 | $446,274 |
| CITIGROUP INC. | $933,275 | $933,275 |
| COMCAST CORP NEW CL A | $707,603 | $707,603 |
| DISH NETWORK CORP CL A | $137,304 | $137,304 |
| ECOLAB INC. | $145,707 | $145,707 |
| FACEBOOK, INC. | $589,889 | $589,889 |
| GENERAL ELECTRIC CO. | $652,179 | $652,179 |
| GENERAL MOTORS CORP. | $333,060 | $333,060 |
| GOLDMAN SACHS GROUP INC. | $753,021 | $753,021 |
| HILTON WORLDWIDE HOLDINGS INC | $188,547 | $188,547 |
| LIBERTY BROADBAND CORP SER A | $569,862 | $569,862 |
| LIBERTY TRIPADVISOR HOLDINGS | $19,147 | $19,147 |
| MARRIOTT INTL INC CL A (NEW) | $636,915 | $636,915 |
| MIRCOSOFT CORP | $1,308,910 | $1,308,910 |
| MOHAWK INDUSTRIES INC | $273,851 | $273,851 |
| MORGAN STANLEY | $337,392 | $337,392 |
| ORACLE CORPORATION | $368,582 | $368,582 |
| TRIPADVISOR INC. | $114,806 | $114,806 |
| UNITEDHEALTH GROUP INC. | $438,324 | $438,324 |
| WELLS FARGO & CO | $653,240 | $653,240 |
| AERCAP HOLDINGS NV | $247,478 | $247,478 |
| AON PLC | $460,737 | $460,737 |
| LIBERTY GLOBAL PLC | $438,080 | $438,080 |
| FISERV INC | $59,549 | $59,549 |
| NETFLIX, INC. | $263,062 | $263,062 |
| WABTEC CORP COM | $154,277 | $154,277 |
| WALT DISNEY CO. | $10,847 | $10,847 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHORAGE CAPITAL OFFSHORE LTD | FMV | $5,582,564 | $5,582,564 |
| CEDAR ROCK CAP PARTNERS | FMV | $11,581,111 | $11,581,111 |
| COATUE OFFSHORE FUND LTD | FMV | $10,534,787 | $10,534,787 |
| DAVIDSON KEMPNER INSTUTL PTNR | FMV | $13,726,950 | $13,726,950 |
| FARALLON EQUITY PARTNERS INTL. | FMV | $23,209,289 | $23,209,289 |
| GQG PARTNERS LLC EMERGING MKTS | FMV | $7,268,684 | $7,268,684 |
| HARBOR SPRING CAP PARTNERS | FMV | $7,142,357 | $7,142,357 |
| INDUS SELECT FUND LTD | FMV | $6,087,400 | $6,087,400 |
| KING STREET CAPITAL, LTD | FMV | $9,939,868 | $9,939,868 |
| MW EUREKA FUND | FMV | $9,938,276 | $9,938,276 |
| NUT TREE CAPITAL OFFSHORE FUND | FMV | $5,079,962 | $5,079,962 |
| RENAISSANCE INDTL DIVERS ALPHA FD LLC | FMV | $7,676,620 | $7,676,620 |
| ROCK SPRINGS CAPITAL OFFSHORE FD | FMV | $14,074,010 | $14,074,010 |
| SANDERSON INTERNATIONAL VALUE FD | FMV | $10,619,027 | $10,619,027 |
| THE HIGHCLERE INTERNATIONAL INV | FMV | $8,136,668 | $8,136,668 |
| WELLINGTON EMERGING COMPANIES | FMV | $22,930,382 | $22,930,382 |
| WELLINGTON TC-RESEARCH EQUITY | FMV | $6,324,166 | $6,324,166 |
| WELLINGTON TC-SELECT LEADERS | FMV | $6,244,509 | $6,244,509 |
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 | $901,882 | $98,275 | $803,607 | $803,607 |
| BUILDINGS & IMPROVEMENTS | $20,789,592 | $1,445,989 | $19,343,603 | $19,343,603 |
| VEHICLES, EQUIPMENT, FIXTURES AND FURNITURE | $2,595,425 | $1,160,166 | $1,435,259 | $1,435,259 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $19,783 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,203 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RARE BOOKS | $40,093,535 | $40,240,910 | $40,240,910 |
| COLLECTIONS | $51,192,537 | $51,192,537 | $51,192,537 |
| OPERATING LEASE RIGHT OF USE ASSETS | $15,746 | $7,423 | $7,423 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTOMOBILE EXPENSES | $10,630 | $0 | $0 | $10,630 |
| BANK FEES | $1,477 | $0 | $0 | $1,477 |
| COMPUTER SUPPLIES | $53,054 | $0 | $0 | $51,987 |
| DECORATIVE FURNITURE AND ARTS | $142,926 | $0 | $0 | $143,603 |
| DUES AND SUBSCRIPTIONS | $11,301 | $0 | $0 | $8,874 |
| EQUIPMENT | $44,724 | $0 | $0 | $44,117 |
| FEES, FINES AND PERMITS | $1,252 | $0 | $0 | $1,252 |
| GARDEN AND LANDSCAPE | $136,992 | $0 | $0 | $136,478 |
| HOUSEHOLD AND FOOD | $61,895 | $0 | $0 | $61,967 |
| INSURANCE | $268,991 | $0 | $0 | $278,788 |
| LEASE EXPENSE | $8,499 | $0 | $0 | $8,500 |
| MARKETING | $2,704 | $0 | $0 | $2,704 |
| OFFICE EXPENSES | $22,787 | $0 | $0 | $22,623 |
| REPAIRS AND MAINTENANCE | $403,807 | $0 | $0 | $393,455 |
| RESEARCH MATERIALS AND DOCUMENTS | $921 | $0 | $0 | $921 |
| EDUCATION | $7,710 | $0 | $0 | $7,896 |
| MISCELLANEOUS | $7,149 | $0 | $0 | $7,147 |
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 | $2,421,339 | $2,421,339 | $2,421,339 |
| PROGRAM SERVICE REVENUE | $13,910 | $13,910 | |
| MISCELLANEOUS | $44,486 | $44,486 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $33,421,326 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSIT | $1,000 | $0 |
| ACCRUED PAYROLL EXPENSES | $222,052 | $252,123 |
| OPERATING LEASE LIABILITY | $15,746 | $7,423 |
| DEFERRED TAX LIABILITY | $0 | $316,396 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (11 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROF FEES - RESTORATION | $8,061 | $0 | $0 | $8,061 |
| PROF FEES - RESEARCH, LIBRARY | $3,503 | $0 | $0 | $3,503 |
| PROF FEES - PROGRAM | $164,713 | $0 | $0 | $177,577 |
| PROF FEES - OTHER | $48,005 | $0 | $0 | $48,005 |
| PROF FEES - LANDSCAPE, GARDEN | $126,010 | $0 | $0 | $126,010 |
| PROF FEES - ENGINEERING | $1,600 | $0 | $0 | $1,600 |
| PROF FEES - DIGITAL | $140,779 | $0 | $0 | $140,779 |
| PROF FEES - CONSULTING | $45,556 | $0 | $0 | $45,556 |
| PROF FEES - COMPUTER | $6,266 | $0 | $0 | $6,266 |
| INVESTMENT MANAGEMENT FEES ON PASS-THROUGH ENTITIES | $711,829 | $711,829 | $711,829 | $0 |
| INVESTMENT MANAGEMENT FEES - DIRECT | $589,194 | $589,194 | $589,194 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $446,309 | $0 | $0 | $129,913 |
| PERSONAL PROPERTY TAX | $24,831 | $0 | $0 | $27,954 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK SPRING GARDEN LLC | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364802602 | EIN |
| Desc | OPERATING EXPENSE | Desc |
| Amt | $9,220,596 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,220,596 | TotalAmt |