Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
OAK SPRING GARDEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1776 LOUGHBOROUGH LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
UPPERVILLE, VA20184
A Employer identification number

54-1672141
B Telephone number (see instructions)

(540) 592-3159
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$299,222,622J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,825
2 Check bullet.............
3 Interest on savings and temporary cash investments 562,896 562,896 562,896
4 Dividends and interest from securities... 138,020 138,020 138,020
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,111,394
b Gross sales price for all assets on line 6a 54,757,788
7 Capital gain net income (from Part IV, line 2)... 5,111,394
8 Net short-term capital gain......... 32,087
9 Income modifications...........  
10a Gross sales less returns and allowances 36,826
b Less: Cost of goods sold.... 22,478
c Gross profit or (loss) (attach schedule)..... 14,348 14,348
11 Other income (attach schedule)....... Click to see attachment 1,632,282 1,591,733 1,632,282
12 Total. Add lines 1 through 11........ 7,460,765 7,404,043 2,379,633
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 804,681 0 0 804,681
14 Other employee salaries and wages...... 3,380,878 22,204 22,204 3,396,173
15 Pension plans, employee benefits....... 808,158 8,851 8,851 824,693
16a Legal fees (attach schedule)......... Click to see attachment 11,870 0 0 14,003
b Accounting fees (attach schedule)....... Click to see attachment 34,200 0 0 35,000
c Other professional fees (attach schedule).... Click to see attachment 1,734,513 1,267,778 1,267,778 441,875
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 657,118 0 0 179,062
19 Depreciation (attach schedule) and depletion... 940,885 0 0
20 Occupancy.............. 251,567 0 0 255,318
21 Travel, conferences, and meetings....... 44,602 0 0 45,107
22 Printing and publications.......... 4,104 0 0 3,358
23 Other expenses (attach schedule)....... Click to see attachment 969,090 0 0 930,486
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,641,666 1,298,833 1,298,833 6,929,756
25 Contributions, gifts, grants paid....... 79,148 76,456
26 Total expenses and disbursements. Add lines 24 and 25 9,720,814 1,298,833 1,298,833 7,006,212
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,260,049
b Net investment income (if negative, enter -0-) 6,105,210
c Adjusted net income (if negative, enter -0-)... 1,080,800
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,701,084 1,039,662 1,039,662
2 Savings and temporary cash investments......... 35,093,878 37,237,847 37,237,847
3 Accounts receivable bullet327
Less: allowance for doubtful accounts bullet   2,062 327 327
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 681,111 787,988 787,988
9 Prepaid expenses and deferred charges.......... 308,749 213,364 213,364
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,208,158 Click to see attachment15,335,014 15,335,014
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 186,096,630 Click to see attachment211,729,342 211,729,342
14 Land, buildings, and equipment: basis bullet36,509,606
Less: accumulated depreciation (attach schedule) bullet3,637,613 32,576,202 Click to see attachment32,871,993 32,871,993
15 Other assets (describe bullet) Click to see attachment91,440,870 Click to see attachment7,085 Click to see attachment7,085
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 362,108,744 299,222,622 299,222,622
Liabilities 17 Accounts payable and accrued expenses.......... 241,284 359,888
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment575,942 Click to see attachment923,115
23 Total liabilities (add lines 17 through 22)......... 817,226 1,283,003
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 159,890,970 97,751,573
25 Net assets with donor restrictions............ 201,400,548 200,188,046
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 361,291,518 297,939,619
30 Total liabilities and net assets/fund balances (see instructions). 362,108,744 299,222,622
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
361,291,518
2
Enter amount from Part I, line 27a .....................
2
-2,260,049
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
30,341,597
4
Add lines 1, 2, and 3 ..........................
4
389,373,066
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
91,433,447
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
297,939,619
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1250 SHS. ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD - E P    
b 208,662.8090 SHS. SANDERSON INTERNATIONAL VALUE FUND P    
c 1250 SHS. ANCHORAGE CAPITAL PARTNERS OFFSHORE, LTD - E P    
d 1,648.0321 SHS. FARRALLON P    
e CAPITAL GAINS FROM PASS-THROUGH ENTITIES P 2019-01-01 2020-12-31
SHORT TERM CAPITAL GAINS FROM PASS-THROUGH ENTITIES P 2020-01-01 2020-12-31
GAIN ON SALE OF PROPERTY AND EQUIPMENT P 2019-01-01 2020-12-31
PUBLICLY TRADED SECURITIES   2019-01-01 2020-12-31
SHORT TERM PUBLICLY TRADED SECURITIES   2020-01-01 2020-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,373,396   1,250,000 123,396
b 10,240,764   10,240,764 0
c 1,456,427   1,250,000 206,427
d 2,500,000   1,586,768 913,232
e 3,373,538     3,373,538
110,163     110,163
5,042     5,042
35,233,916   34,776,244 457,672
464,542   542,618 -78,076
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       123,396
b       0
c       206,427
d       913,232
e       3,373,538
      110,163
      5,042
      457,672
      -78,076
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,111,394
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 32,087
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 84,862
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 84,862
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 84,862
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 88,839
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 138,839
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 53,977
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet53,977 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.OSGF.ORG
    14
    The books are in care ofbulletROBERT N THOMPSON Telephone no.bullet (540) 592-3240

    Located atbullet1776 LOUGHBOROUGH LANEUPPERVILLEVA ZIP+4bullet20184
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PETER CRANE PRESIDENT
    40.00     		566,602 42,615 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    TONY WILLIS TREASURER
    40.00     		178,075 17,389 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    W TAYLOR REVELEY III JD CHAIRMAN
    2.00     		0 0 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    LEWIS W BERNARD BOARD MEMBER
    2.00     		0 0 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    THOMAS E LOVEJOY PHD BOARD MEMBER
    2.00     		0 0 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    DOROTHY ROBINSON JD BOARD MEMBER
    2.00     		0 0 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    REBECCA DUSEAU BOARD MEMBER
    2.00     		0 0 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    JACQUELYN WONG DIRECTOR OF FINANCE
    40.00     		111,022 44,255 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    FREDERICK GLASCOCK HEAD OF MAINTENANCE
    40.00     		95,392 32,854 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    KATHARINE OLIMPI ASSISTANT TO PRESIDE
    40.00     		88,939 38,448 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    CLIF BROWN HEAD OF ACL
    40.00     		83,080 39,159 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    NANCY COLLINS ARCHIVIST
    40.00     		82,959 38,532 0
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184
    Total number of other employees paid over $50,000...................bullet 26
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MONTICELLO ASSOCIATES INVESTMENT CONSULTING 300,000
    1800 LARIEMER STREET SUITE 1200
    DENVER,CO08202
    DIGITAL COLOR PRODUCTIONS DIGITAL SERVICES 139,195
    1109 HIGHLAND DRIVE
    SILVER SPRING,MD20910
    GRUVER COOLEY CONSTRUCTION 124,883
    PO BOX 1139
    PURCELLVILLE,VA20134
    EAGLE CAPITAL MANAGEMENT LLC INVESTMENT CONSULTING 110,948
    499 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10022
    VALLEY DRILLING CORPORATION OF VIRGINIA CONSTRUCTION 104,578
    9172 JOHN S MOSBY HIGHWAY PO BOX
    604
    UPPERVILLE,VA20185
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 OSG MAINTENANCE, IMPROVEMENTS, RENOVATION AND UPKEEP OF FORMAL GARDENS AND BUILDINGS 3,843,564
    2 OSG CONSERVATION, RESTORATION, ACQUISITIONS DIGITIZATION AND LIBRARY OPERATIONS 1,829,695
    3 OSG HOSTED EVENTS, WORKSHOPS AND FELLOWSHIPS AND RESIDENCIES 563,757
    4 BIO CULTURAL CONSERVATION FARM 287,735
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    46,969,866
    b
    Average of monthly cash balances.......................
    1b
    3,136,450
    c
    Fair market value of all other assets (see instructions)................
    1c
    211,729,340
    d
    Total (add lines 1a, b, and c).........................
    1d
    261,835,656
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    261,835,656
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,927,535
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    257,908,121
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    12,895,406
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    7,006,212
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    1,238,525
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    8,244,737
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,244,737
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
    1993-08-11
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    1,080,800 2,336,730 1,772,907 4,191,592 9,382,029
    b 85% of line 2a ......... 918,680 1,986,221 1,506,971 3,562,853 7,974,725
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		8,244,737 9,189,601 7,973,327 8,377,895 33,785,560
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 206,962 206,962
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		8,244,737 9,189,601 7,973,327 8,170,933 33,578,598
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		8,596,937 7,809,927 6,671,566 7,192,137 30,270,567
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIMEE LEE
    5288 HAVERFORD DRIVE
    LYNDHURST,OH44124     		NONE I ARTIST IN RESIDENCE 1,600
    AMIE WHITEMORE
    335 EAST BURTON STREET APT B
    MURFREESBORO,TN37130     		NONE I ARTIST IN RESIDENCE 1,600
    ANNIE VARNOT
    144 SPENCER STREET APT 319
    BROOKLYN,NY11205     		NONE I 2020 ALUMNI RESIDENCY AWARD 750
    AUTUMN VON PLINSKY
    578 10TH STREET
    BROOKLYN,NY11215     		NONE I 2020 ALUMNI RESIDENCY AWARD 750
    CALISTA LYON
    617 EAST 3RD AVENUE STUDIO 222
    COLUMBUS,OH43201     		NONE I ARTIST IN RESIDENCE 1,600
    DONNA COOPER HURT
    3095 COOPERS COVE ROAD
    HARDY,SC24101     		NONE I ARTIST IN RESIDENCE 750
    ELISSA LEVY
    41 WARREN STREET 2
    NEW YORK,NY10007     		NONE I 2020 ALUMNI RESIDENCY AWARD 750
    EMMA STEINKRAUS
    923-B COLLEGE RD
    FARMVILLE,VA23901     		NONE I ELIZA MOORE FELLOWSHIP 10,000
    JANET TYSON
    210 PARKHURST AVENUE
    SPRING LAKE,MI49456     		NONE I 2020 RESEARCHER IN RESIDENCE AWARD 750
    JESSIE WEI-HSUAN CHEN
    MARCO POLOLAAN 299
      UTRECHT3526 GD
    NL     		NONE I STACY LLOYD FELLOWSHIP 10,000
    JOHN LILES
    212 AVENUE B APT 2
    NEW YORK,NY10009     		NONE I 2020 ALUMNI RESDIENCY AWARD 750
    JOSEPHA RICHARD
    HISTORICAL STUDIES DEPARTMENT
    UNIVERSITY OF BRISTOL 13-15 WOODLAN
      CLIFTON, BRISTOLBS8 1TB
    OC     		NONE I STACY LLOYD FELLOWSHIP 10,000
    KRISTAN HANSON
    1521 VERMONT STREET
    LAWRENCE,KS66044     		NONE I 2020 ALUMNI RESIDENCY AWARD 750
    MADELAINE CORBIN
    114 WEST ADAMS AVENUE 1703
    DETROIT,MI48226     		NONE I ARTIST IN RESIDENCE 1,600
    MADISON COLVIN
    1158 LORELLA AVENUE
    EUGENE,OR97401     		NONE I ELIZA MOORE FELLOWSHIP 10,000
    SMITHSONIAN INSTITUTION OSP CLEARING ACCOUNT
    24411 NETWORK PLACE
    CHICAGO,IL606731243     		NONE PC GRANT FOR VIRGINIA WORKING LAND FELLOW 15,000
    STEWART ALLEN
    233 EAST 3RD STREET APT 5B
    NEW YORK,NY10009     		NONE I ARTIST IN RESDIENCE 1,600
    VARIOUS
    1776 LOUGHBOROUGH LANE
    UPPERVILLE,VA20184     		  I CONTRIBUTIONS 1,085
    THE LINNEAN SOCIETY OF LONDON
    BURLINGTON HOUSE PICCADILLY
        W1J0BF
    UK     		NONE I CONTRIBUTION 1,313
    FAUQUIER COMMUNITY FOOD BANK AND THRIFT STORE
    249 EAST SHIRLEY AVENUE
    WARRENTON,VA20186     		  PC CONTRIBUTION 5,000
    CENTER FOR HUMANS AND NATURE NFP
    17660 W CASEY ROAD
    LIBERTYVILLE,IL60048     		NONE PC CONTRIBUTION 1,000
    SMITHSONIAN INSTITUTION
    NATIONAL MUSEUM OF NATURAL HISTORY
    WASHINGTON,DC20560     		NONE PC CONTRIBUTION 1,000
    AUDUBON SOCIETY OF NORTHERN VIRGNIA
    11100 WILDLIFE CENTER DRIVE SUITE
    100
    RESTON,VA20190     		NONE PC HONORARIUM 1,000
    PIEDMONT ENVIRONMENTAL COUNCIL
    P O BOX 460
    WARRENTON,VA20188     		NONE PC CONTRIBUTION 500
    Total .................................bullet 3a 79,148
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aPROGRAM SERVICE REVENUE         2,850
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 562,896  
    4 Dividends and interest from securities....     14 138,020  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,591,733  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 5,111,394  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     01 14,348  
    11 Other revenue:
    aOTHER REVENUES     		        37,699
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 7,418,391 40,549
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,458,940
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A PART OF CHARITABLE MISSION
    11A PART OF CHARITABLE MISSION
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 34,200 0 0 35,000

    TY 2020 GeneralExplanationAttachment
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Identifier Return Reference Explanation
    OWNERSHIP OF CONTROLLED ENTITIES FORM 990, PART VII-A, LINE 11 THE FOUNDATION OWNS AND CONTROLS OAK SPRING GARDEN LLC.PLEASE REFER TO STATEMENTS 15 AND 16 FOR FURTHER DETAILS.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2020 InvestmentsOtherSchedule2
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    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

    TY 2020 LandEtcSchedule2
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    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


    TY 2020 LegalFeesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 11,870 0 0 14,003


    TY 2020 OtherAssetsSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    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


    TY 2020 OtherDecreasesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Description Amount
    DECAPITALIZE COLLECTIONS AND ART PER ASC #958-360-25-3 91,286,072
    OTHER CHANGES IN BEGINNING NET ASSTS 147,375


    TY 2020 OtherExpensesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2020 OtherIncomeSchedule2
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    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


    TY 2020 OtherIncreasesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Description Amount
    UNREALIZED GAINS ON INVESTMENTS 30,341,597


    TY 2020 OtherLiabilitiesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED PAYROLL EXPENSES 252,123 133,162
    OPERATING LEASE LIABILITY 7,423 7,085
    DEFERRED TAX LIABILITY 316,396 782,868


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2020 TaxesSchedule
    Name:
    OAK SPRING GARDEN FOUNDATION
    EIN:
    54-1672141
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 657,118 0 0 179,062