UPPERVILLE, VA
Oak Spring Garden Foundation
Quick Facts
- EIN
- 541672141
- Location
- UPPERVILLE, VA
- Category
- Religion
- Total Assets
- $312.3M
- Annual Income
- $56M
- IRS Ruling Year
- 1993
- Organization Type
- Corporation
- Principal Officer
- % Bcrs Associates LLC
- Tax Deductibility
- Contributions are deductible
About This Foundation
Oak Spring Garden Foundation is a private corporation based in UPPERVILLE, VA. The foundation received its IRS ruling in 1993. The principal officer is % Bcrs Associates LLC. It holds total assets of $312.3M. Annual income is reported at $56M. The foundation operates in the area of religion. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$11.8M
2023+5%
Total Assets
$295.4M
2023+10%
Fair Market Value
$295.4M
2023
Net Worth
$293.9M
2023
Grants Paid
$142K
2023
Contributions
$29K
2023
Net Investment Income
$4.1M
2023
Distribution Amount
$0
2023
Total Giving by Year
$26K
11$15K
12$22K
13$27K
14$103K
15$10M
19$9.7M
20$10M
21$11.2M
22$11.8M
23Asset Growth
$1.3M
11$1.3M
12$1.4M
13$1.5M
14$1.4M
15$362.1M
19$299.2M
20$320.4M
21$269.1M
22$295.4M
23Investment Portfolio (2023)
Total: $14.1M
Corporate Stock: $14.1M
Other Investments: $223.5M
Cash: $1.2M
Corporate Stock (6%)
Other Investments (94%)
Cash (1%)
Expense Breakdown (2023)
Pension & Benefits$1M
Depreciation$945K
Officer Compensation$686K
Occupancy$507K
Travel & Conferences$251K
Grants Paid$142K
Accounting Fees$51K
Printing & Publications$17K
Legal Fees$7K
Revenue Sources (2023)
- Capital Gains (Net)
- $4M
- Dividends
- $1.1M
- Other Income
- $598K
- Business Profits
- $114K
- Contributions
- $29K
Financial Details (2023)
- Total Revenue
- $5.8M
- Total Expenses
- $11.8M
- Exempt Purpose Expenses
- $8.6M
- Required Distribution
- $0
- Undistributed Income
- $0
- Total Liabilities
- $1.5M
- Excise Tax
- $58K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$114K
Average Grant
$2K
Median Grant
$2K
Grant Range
Min$800
Max$10K
Median: $2K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
ME: $2K (1)
VT
NH
WA
WA: $1K (1)
ID
MT
MT: $800 (1)
ND
MN
MN: $2K (1)
WI
MI
MI: $5K (3)
NY
NY: $9K (6)
MA
MA: $14K (4)
CT
CT: $1K (1)
RI
OR
OR: $1K (1)
NV
WY
SD
IA
IL
IN
OH
PA
PA: $3K (2)
NJ
CA
CA: $8K (4)
UT
CO
NE
MO
KY
WV
VA
VA: $5K (4)
MD
MD: $3K (2)
DE
DC
DC: $3K (1)
AZ
AZ: $12K (2)
NM
KS
AR
TN
NC
NC: $5K (3)
SC
OK
LA
MS
AL
AL: $2K (1)
GA
GA: $12K (2)
FL
FL: $3K (2)
HI
TX
TX: $2K (1)
MA$14K (4)
GA$12K (2)
AZ$12K (2)
NY$9K (6)
CA$8K (4)
VA$5K (4)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Anna Wyngaarden2023 FELLOWSHIP IN PLANT SCIENCE RESEARCH PROGRAM | Athens, GA | $10K | 2023 |
| Phillippa PittsGRANT - 2023 STACY B LLOYD FELLOWSHIP | Brookline, MA | $10K | 2023 |
| Nazafarin LotfiGRANT 2023 ELIZA MOORE FELLOWSHIP PROGRAM | Tucson, AZ | $10K | 2023 |
| Ingmar StaudeTHIS IS TO REISSUE A WIRE TRANSFER THAT WE SENT ON 1/17/23 THAT WAS RETURNED AS UNDELIVERABLE ON 2/22/2023 | — | $10K | 2023 |
| World Central KitchenSUNFLOWERS FOR UKRAINE DONATION 04.01.22 - 12.31.23 | Washington, DC | $3K | 2023 |
| Helen Palmer2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 | — | $2K | 2023 |
| Deepthi Bathala2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 | Ann Arbor, MI | $2K | 2023 |
| Eleanor OlsonINTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 | Brooklyn, NY | $2K | 2023 |
| Laura Villareal2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 | Lockhart, TX | $2K | 2023 |
| Jane Marchant2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 | Oakland, CA | $2K | 2023 |
| Nancy Hershberger2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 | Breezewood, PA | $2K | 2023 |
| Amanda Bonnell2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 | — | $2K | 2023 |
| Darcy Duda Casey2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 | Gardiner, ME | $2K | 2023 |
| Lauren R CannadyINTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 | Bethesda, MD | $2K | 2023 |
| Claudine Metrick2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 | Barneveld, NY | $2K | 2023 |
| Scarlett A PetersonINTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 | Mcdonough, GA | $2K | 2023 |
| Arzu Yayintas2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 | — | $2K | 2023 |
| Parul NareshINTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 | Fremont, CA | $2K | 2023 |
| Jessica Dalrymple2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 | Brooklyn, NY | $2K | 2023 |
| Rachel Hirsch2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 | Cambridge, MA | $2K | 2023 |
| Antonelle Chiodo2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 | — | $2K | 2023 |
| Suzanne Archer2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 | San Francisco, CA | $2K | 2023 |
| Douglas Baulos2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 | Irondale, AL | $2K | 2023 |
| Marco Wilkinson2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 | San Diego, CA | $2K | 2023 |
| Benjamin Kylan RiceINTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 | Pittsboro, NC | $2K | 2023 |
| Yujin Kang Yoon2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 | Fairfax, VA | $2K | 2023 |
| Gavin RyanINTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 | Ann Arbor, MI | $2K | 2023 |
| Andrea Perez2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 | Aventura, FL | $2K | 2023 |
| Brandon O Scott2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 | Hobgood, NC | $2K | 2023 |
| Francisco Vazquez MurilloINTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 | — | $2K | 2023 |
| Nicole Labouff2023 PERENNIAL RESIDENCY HONORARIUM | Minneapolis, MN | $2K | 2023 |
| Jessica BottaTWO-WEEK CULINARY RESIDENCY | Arlington, VA | $2K | 2023 |
| Ethan A HendersonHONORARIUM FOR LIBRARY REVIEW | Tucson, AZ | $2K | 2023 |
| Kandis K Phillips2023 PERENNIAL RESIDENCY HONORARIUM | Gaithersburg, MD | $1K | 2023 |
| Beverly AllenBOTANICAL ARTIST IN RESIDENCY PROGRAM 2023 | Hunters Hill | $1K | 2023 |
| Amy Meyers2024 STACY LLOYD III FELLOWSHIP | North Haven, CT | $1K | 2023 |
| Susan FraserHONORARIUM FOR LIBRARY REVIEW | Bronx, NY | $1K | 2023 |
| Jean L Emmons2023 BOTANICAL ARTIST IN RESIDENCE PROGRAM | Vashon, WA | $1K | 2023 |
| Samuel LemleyHONORARIUM FOR LIBRARY REVIEW | Pittsburgh, PA | $1K | 2023 |
| Veronica Martin2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 | Portland, OR | $1K | 2023 |
| Carter G HulinskyHONORARIUM FOR LIBRARY REVIEW | Chapel Hill, NC | $1K | 2023 |
| Carol Woodin2023 BOTANICAL ARTIST IN RESIDENCE PROGRAM | Catskill, NY | $1K | 2023 |
| Carol Hunter2024 STACY LLOYD III FELLOWSHIP | Charlottesville, VA | $1K | 2023 |
| Michael BlakeHONORARIUM LIBRARY REVIEW | Andover, MA | $1K | 2023 |
| Evan Galbicka2023 PERENNIAL RESIDENCY HONORARIUM | Gainesville, FL | $800 | 2023 |
| Maxim Loskutoff2023 PERENNIAL RESIDENCY HONORARIUM | Missoula, MT | $800 | 2023 |
| Ester Casey2023 PERENNIAL RESIDENCY HONORARIUM | Beacon, NY | $800 | 2023 |
| Elizabeth Webb2023 PERENNIAL RESIDENCY, HONORARIUM LETTER | Charlottesville, VA | $800 | 2023 |
| Audrey Bell2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT I AWARD | Hamtramck, MI | $800 | 2023 |
| Madge Evers2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT I AWARD | Haydensville, MA | $800 | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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