Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$295,388,979J 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) 29,182
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,078,023 1,078,023 1,078,023
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
3,960,616
b Gross sales price for all assets on line 6a 41,504,262
7 Capital gain net income (from Part IV, line 2)... 3,936,604
8 Net short-term capital gain......... 300,931
9 Income modifications...........  
10a Gross sales less returns and allowances 168,089
b Less: Cost of goods sold.... 53,708
c Gross profit or (loss) (attach schedule)..... 114,381 114,381
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
598,091 411,320 598,091
12 Total. Add lines 1 through 11........ 5,780,293 5,425,947 2,091,426
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 685,673 0 0 0
14 Other employee salaries and wages...... 4,230,997 0 0 4,230,997
15 Pension plans, employee benefits....... 1,041,716 0 0 1,041,716
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,239 0 0 7,239
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,292 0 0 51,292
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,963,163 1,287,901 1,287,901 675,262
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
356,090 0 0 30,216
19 Depreciation (attach schedule) and depletion... 944,816 0 0
20 Occupancy.............. 507,237 0 0 507,237
21 Travel, conferences, and meetings....... 251,032 0 0 251,032
22 Printing and publications.......... 16,978 0 0 16,978
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,624,127 0 0 1,624,127
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,680,360 1,287,901 1,287,901 8,436,096
25 Contributions, gifts, grants paid....... 141,754 141,754
26 Total expenses and disbursements. Add lines 24 and 25 11,822,114 1,287,901 1,287,901 8,577,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,041,821
b Net investment income (if negative, enter -0-) 4,138,046
c Adjusted net income (if negative, enter -0-)... 803,525
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,583,898 1,214,366 1,214,366
2 Savings and temporary cash investments......... 13,773,509 19,755,840 19,755,840
3 Accounts receivable right arrow636
Less: allowance for doubtful accounts right arrow   7,235 636 636
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 385,000    
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 816,549 1,184,401 1,184,401
9 Prepaid expenses and deferred charges.......... 287,978 258,759 258,759
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,171,658 Click to see attachment
List of Attached Documents:
// Content
14,104,799 		14,104,799
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 203,908,602 Click to see attachment
List of Attached Documents:
// Content
223,461,057 		223,461,057
14 Land, buildings, and equipment: basis right arrow41,875,251
Less: accumulated depreciation (attach schedule) right arrow6,473,944 35,202,608 35,401,307 35,401,307
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
12,931 		Click to see attachment
List of Attached Documents:
// Content
7,814 		Click to see attachment
List of Attached Documents:
// Content
7,814
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 269,149,968 295,388,979 295,388,979
Liabilities 17 Accounts payable and accrued expenses.......... 395,941 419,495
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
726,998 		Click to see attachment
List of Attached Documents:
// Content
1,060,935
23 Total liabilities (add lines 17 through 22)......... 1,122,939 1,480,430
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 71,384,517 98,652,653
25 Net assets with donor restrictions............ 196,642,512 195,255,896
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 268,027,029 293,908,549
30 Total liabilities and net assets/fund balances (see instructions). 269,149,968 295,388,979
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
268,027,029
2
Enter amount from Part I, line 27a .....................
2
-6,041,821
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
31,923,341
4
Add lines 1, 2, and 3 ..........................
4
293,908,549
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
293,908,549
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES     2023-12-31
b ANCORAGE CAPITAL PARTNERS P   2023-12-31
c COATUE OFFSHORE FUND, LTD. P   2023-12-31
d DAVIDSON KEMPNER INSTITUTIONAL PARTNERS P   2023-12-31
e HARBOR SPRING CAPITAL PARTNERS OFFSHORE, LTD. P   2023-12-31
KING STREET CAPITAL, LTD. P   2023-12-31
GQG PARTNERS EMERGING MARKETS EQUITY FUND - K-1 P   2023-12-31
WELLINGTON CTF RESEARCH EQUITY P   2023-12-31
WELLINGTON CTF EMERGING CO.S P   2023-12-31
WELLINGTON CTF SELECT LEADERS PORTFOLIO P   2023-12-31
WELLINGTON CTF INTERNATIONAL QUALITY GROWTH P   2023-12-31
PASS-THROUGH ENTITIES- SHORT P   2023-12-31
PASS-THROUGH ENTITIES- LONG P   2023-12-31
PUBLICLY TRADED SECURITIES     2023-12-31
(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 25,074,845   23,914,994 1,159,851
b 12,197   8,063 4,134
c 1,470,281   762,886 707,395
d 3,500,000   3,500,000 0
e 5,302,446   5,000,000 302,446
1,500,000   1,113,079 386,921
1,000,000   1,000,000 0
110,340   54,704 55,636
57,352   34,859 22,493
1,554,156   874,249 679,907
66,303   75,355 -9,052
289,526     289,526
325,942     325,942
1,216,862   1,205,457 11,405
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       1,159,851
b       4,134
c       707,395
d       0
e       302,446
      386,921
      0
      55,636
      22,493
      679,907
      -9,052
      289,526
      325,942
      11,405
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 3,936,604
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 3 300,931
Part V
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 right arrow 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) 1 57,519
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 57,519
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 57,519
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 109,413
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 109,413
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 51,894
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow51,894 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.OSGF.ORG
14
The books are in care ofright arrowSTEPHANIE MURDAUGH Telephone no.right arrow (540) 592-3240

Located atright arrow1776 LOUGHBOROUGH LANEUPPERVILLEVA ZIP+4right arrow20184
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 		589,753 28,608 22,524
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
STEPHANIE MURDAUGH TREASURER
40.00 		95,920 9,280 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
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
MICHAEL DONOGHUE BOARD MEMBER
2.00 		0 0 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
MARCIA MARSH BOARD MEMBER
2.00 		0 0 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
JULIA REIDHEAD BOARD MEMBER
2.00 		0 0 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
LISA HESS 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
TONY WILLIS HEAD LIBRARIAN
40.00 		186,604 10,729 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
FREDERICK GLASCOCK HEAD OF MAINTENANCE
40.00 		106,537 6,274 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
KATHARINE OLIMPI ASSISTANT TO PRESIDE
40.00 		92,429 9,049 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
NANCY COLLINS ASSISTANT LIBRARIAN
40.00 		87,429 13,771 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
CLIFTON BROWN HEAD OF ARBORICULTUR
40.00 		86,146 10,496 0
1776 LOUGHBOROUGH LANE
UPPERVILLE,VA20184
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 LARIMER STREET STE 1200
DENVER,CO08202
YOUNG'S MECHANICAL SOLUTIONS LLC MECHANICAL SERVICES 245,450
1043B SOUTH HIGH STREET
HARRISONBURG,VA22801
MICHAEL MALONE DBA SLEEPY CREEK SUNROOMS CONSTRUCTION 219,180
1538 SILER ROAD
WINCHESTER,VA22603
EAGLE CAPITAL MANAGEMENT INVESTMENT CONSULTING 130,980
499 PARK AVENUE 17TH FLOR
NEW YORK,NY10022
OEHME VAN SWEDEN & ASSOCIATES INC LANDSCAPE ARCHITECTS 127,405
800 G STREET SOUTHEAST
WASHINGTON,DC20003
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 HOSTED EVENTS, WORKSHOPS AND FELLOWSHIP AND RESIDENCIES 788,582
2 OSG CONSERVATION, RESTORATION, ACQUISITIONS DIGITIZATION AND LIBRARY OPERATIONS 1,594,119
3 OSG MAINTENANCE, IMPROVEMENTS, RENOVATIONS AND UPKEEP OF FORMAL GARDENS AND BUILDINGS 4,059,377
4 EMERGING LEADERS AND LOCAL OUTREACH AND SUPPORT 1,278,269
Part VIII-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 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
37,507,962
b
Average of monthly cash balances.......................
1b
4,782,657
c
Fair market value of all other assets (see instructions)................
1c
212,059,651
d
Total (add lines 1a, b, and c).........................
1d
254,350,270
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
254,350,270
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,815,254
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
250,535,016
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,526,751
Part X
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 IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
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 XII, line 1 ...
7
 
Part XI
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
8,577,850
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,459,161
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 XII, line 4. .......
4
10,037,011
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
803,525 0 4,413,237 1,080,800 6,297,562
b 85% (0.85) of line 2a ......... 682,996 0 3,751,251 918,680 5,352,928
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		10,037,011 8,083,017 9,211,051 8,244,737 35,575,816
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		10,037,011 8,083,017 9,211,051 8,244,737 35,575,816
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 IX, line 6 for each year listed .. 		8,351,167 7,973,539 9,190,114 8,596,937 34,111,757
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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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
ALYSSA DENNIS


6304 OLD HARFORD ROAD
BALTIMORE,MD21214 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
AMANDA BONNELL


BASEMENT FLAT 7 TRAFALGAR AVENUE
  LONDON  
UK 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 2,000
AMY MEYERS


14 OLD ORCHARD ROAD
NORTH HAVEN,CT06473 		  I 2024 STACY LLOYD III FELLOWSHIP 1,000
ANDREA PEREZ


3499 MYSTIC POINT DRIVE APT 2404
AVENTURA,FL33180 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 2,000
ANNA WYNGAARDEN


132 FLINT STREET
ATHENS,GA30601 		  I 2023 FELLOWSHIP IN PLANT SCIENCE RESEARCH PROGRAM 10,000
ANTONELLE CHIODO


CORSO VERCELLI 14
  CIGLIANO (VC)  
IT 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 2,000
ARZU YAYINTAS


ETILER MAH MUHARIPLER SOK 29/2
BEIKTA
  ISTANBUL  
TU 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 2,000
AUDREY BELL


3923 CANIFF STREET
HAMTRAMCK,MI48212 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT I AWARD 800
BENJAMIN KYLAN RICE


2316 MANNS CHAPEL ROAD
PITTSBORO,NC27312 		  I INTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 2,000
BEVERLY ALLEN


9 FERDINAND STREET
HUNTERS HILL,NSW  
AS 		  I BOTANICAL ARTIST IN RESIDENCY PROGRAM 2023 1,000
BRANDON O SCOTT


141 MILL POND ROAD
HOBGOOD,NC27843 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 2,000
BRENDA BIONDO


308 SUTHERLAND PLACE
MANITOU SPRINGS,CO80829 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT II AWARD 800
CAROL HUNTER


2619 DICK WOODS ROAD
CHARLOTTESVILLE,VA22903 		  I 2024 STACY LLOYD III FELLOWSHIP 1,000
CAROL WOODIN


29 FIRST STREET
CATSKILL,NY12414 		  I 2023 BOTANICAL ARTIST IN RESIDENCE PROGRAM 1,000
CARTER G HULINSKY


1900 BAITY HILL DRIVE APT 318
CHAPEL HILL,NC27514 		  I HONORARIUM FOR LIBRARY REVIEW 1,000
CHRISTINA POBLADOR


67 WALL STREET APT 4F
NEW YORK,NY10005 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
CLAUDINE METRICK


114 VANDERKEMP AVENUE
BARNEVELD,NY13304 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 2,000
CRAIG BRODERSEN


41 NUT PLAINS ROAD WEST
GUILFORD,CT06437 		  I HONORARIUM FOR ARBORETUM PLANNING WORKSHOP 2023 750
DARCY DUDA CASEY


7 WEST HILL TERRACE
GARDINER,ME04345 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 2,000
DEEPTHI BATHALA


1629 CRAM CIRCLE APT 5
ANN ARBOR,MI48105 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 2,000
DOUGLAS BAULOS


1807 2ND AVENUE SOUTH
IRONDALE,AL35210 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 2,000
DOUGLAS DALE


5696 KINGSBURY AVENUE
ST LOUIS,MO63112 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT II AWARD 800
EEVA MAGI


KOIDULA 14C-4
  TALLINN  
EN 		  I HONORARIUM FOR SPEAKING TO STUDENTS DURING PLANT BASED STORYTELLING 250
ELEANOR OLSON


532 LEFFERTS AVENUE APT 5D
BROOKLYN,NY11225 		  I INTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 2,000
ELIZABETH WEBB


1595 OLD OAKS DRIVE
CHARLOTTESVILLE,VA22901 		  I 2023 PERENNIAL RESIDENCY, HONORARIUM LETTER 800
ERIKA EDWARDS


19 EDGEHILL ROAD
NEW HAVEN,CT06511 		  I HONORARIUM FOR ARBORETUM PLANNING WORKSHOP 2023 750
ESTER CASEY


46 CHURCH STREET 1
BEACON,NY12508 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
ETHAN A HENDERSON


1989 NORTH CALLE DEL SUERTE
TUCSON,AZ85745 		  I HONORARIUM FOR LIBRARY REVIEW 1,500
EVAN GALBICKA


808 NORTHEAST 3RD STREET
GAINESVILLE,FL32601 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
FIDENCIO MARTINEZ PEREZ


2615 PARK AVENUE UNIT 312
MINNEAPOLIS,MN55407 		  I OAK SPRING: A PLACE TO GROW 2024 HONORARIUM 250
FRANCISCO VAZQUEZ MURILLO


ANTARTIDA ARGENTINA 612
  BUENOS AIRES  
AR 		  I INTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 2,000
GAVIN RYAN


2695 TRAVER BOULEVARD
ANN ARBOR,MI48105 		  I INTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 2,000
HELEN PALMER


FLORIDUSGASSE 62/1/16
  VIENNA  
AU 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 2,037
HENRY OBENG


4728 STAR SPANGLED TRAIL
MADISON,WI53718 		  I OAK SPRING: A PLACE TO GROW 2024 HONORARIUM 250
HILLARY FAYLE


3222 MARYLAND AVENUE
RICHMOND,VA23222 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
INGMAR STAUDE


BROCKHAUSSTR 47
  LEIPZIG  
GM 		  I THIS IS TO REISSUE A WIRE TRANSFER THAT WE SENT ON 1/17/23 THAT WAS RETURNED AS UNDELIVERABLE ON 2/22/2023 10,000
IRINA NEACSU


STR CASTELULUI 112
  BRASOV  
RO 		  I 2023 PERENNIAL RESIDENCY 800
JACKELINE SALAZAR


C/ARENAS EDIF CEDRO V APTO 101
  SANTO DOMINGO  
DR 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
JANE MARCHANT


6426 SALEM STREET APT C
OAKLAND,CA94608 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 2,000
JEAN L EMMONS


15648 94TH AVENUE SOUTHWEST
VASHON,WA98070 		  I 2023 BOTANICAL ARTIST IN RESIDENCE PROGRAM 1,000
JESSAMINE FINCH


15 WESTERN AVENUE
NATICK,MA01760 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
JESSICA BOTTA


4650 5TH STREET SOUTH
ARLINGTON,VA22204 		  I TWO-WEEK CULINARY RESIDENCY 1,600
JESSICA DALRYMPLE


18 EAST 3RD STREET
BROOKLYN,NY11218 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 2,000
KANDIS K PHILLIPS


18925 MARSH HAWK LANE
GAITHERSBURG,MD20879 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 1,050
LATIFAT T APATIRA


3709 FAIRFAX WAY
SOUTH SAN FRANCISCO,CA94080 		  I 2023 PERENNIAL RESIDENCY, HONORARIUM LETTER 800
LAURA VILLAREAL


2115 WINDSOR BOULEVARD APT 5303
LOCKHART,TX78644 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 2,000
LAUREN K ALLEYNE


1242 OLD WINDMILL CIRCLE
HARRISONBURG,VA22802 		  I HONORARIUM THE LANDSCAPE OF BLACK POETRY: A FURIOUS FLOWER READING 500
LAUREN R CANNADY


7111 WOODMONT AVE APT 901
BETHESDA,MD20815 		  I INTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 2,000
LAUREN R HARRISON


356 BLUE STONE HILLS DRIVE
HARRISONBURG,VA22801 		  I HONORARIUM THE LANDSCAPE OF BLACK POETRY A FURIOUS FLOWER READING 500
LUCIA MONGE


520 SOUTH PALATINE HILL ROAD
PORTLAND,OR97219 		  I OAK SPRING: A PLACE TO GROW 2024 HONORARIUM 250
MADDISON COLVIN


585 HEATHER ROAD
OREM,UT84097 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
MADGE EVERS


5 CIDERMILL ROAD
HAYDENSVILLE,MA01039 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT I AWARD 800
MARCO WILKINSON


5004 35TH STREET
SAN DIEGO,CA92116 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 2,000
MARJORIE WEBER


1601 CHARLTON AVENUE
ANN ARBOR,MI48103 		  I HONORARIUM FOR ARBORETUM PLANNING WORKSHOP 2023 750
MAXIM LOSKUTOFF


1416 COOPER STREET
MISSOULA,MT59802 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
MELISSA DESA


548 NORTHEAST 12TH STREET
GAINESVILLE,FL32601 		  I 2023 PERENNIAL RESIDENCY, HONORARIUM LETTER 800
MERLIN TUTTLE'S BAT CONSERVATION


5000 MISSION OAKS BLVDRNUNIT 4
AUSTIN,TX78735 		  I NON CHARITABLE DONATION TO MERLIN TUTTLE'S BAT FUND -JIM MULLHOLLAND 250
MICHAEL BLAKE


12 CANTERBURY STREET
ANDOVER,MA018102803 		  I HONORARIUM LIBRARY REVIEW 1,000
MICHAEL DOSMANN


36 BOURNEDALE ROAD
JAMAICA PLAIN,MA02130 		  I HONORARIUM FOR ARBORETUM PLANNING WORKSHOP 2023 750
NANCY HERSHBERGER


318 TANNERY ROAD
BREEZEWOOD,PA15533 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION III, AWARD LETTER 1 OF 2 2,000
NAZAFARIN LOTFI


4807 EAST HELEN STREET
TUCSON,AZ85712 		  I GRANT 2023 ELIZA MOORE FELLOWSHIP PROGRAM 10,000
NICOLE LABOUFF


6141 COLFAX LANE SOUTH
MINNEAPOLIS,MN55419 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 1,800
NINA ELDER


1420 BLAKE ROAD SOUTHWEST
ALBUQUERQUE,NM87105 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
PARUL NARESH


156 EL DORADO COMMON
FREMONT,CA94539 		  I INTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 2,000
PATRICK SWEENEY


38 PALMER ROAD
BRANFORD,CT06405 		  I HONORARIUM FOR ARBORETUM PLANNING WORKSHOP 2023 750
PAULA WHYMAN


6121 SHADY OAK LANE
BETHESDA,MD20817 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT I AWARD 800
PHILLIPPA PITTS


1476 BEACON STREET APT 3
BROOKLINE,MA02446 		  I GRANT - 2023 STACY B LLOYD FELLOWSHIP 10,000
RACHEL HIRSCH


25 ELMER STREET 3
CAMBRIDGE,MA02138 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 2,000
SAMANTHA SANDERS


1109 TITAN STREET
PHILADELPHIA,PA19147 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
SAMUEL LEMLEY


7549 GRAYMORE ROAD
PITTSBURGH,PA15221 		  I HONORARIUM FOR LIBRARY REVIEW 1,000
SCARLETT A PETERSON


246 CORAL CIRCLE
MCDONOUGH,GA30253 		  I INTERDISCIPLINARY RESIDENCY SESSION I 2023, AWARD LETTER 1 OF 2 2,000
SHASTRI AKELLA


55 SYCAMORE STREET
PROVIDENCE,RI02909 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT II AWARD 800
SMITHSONIAN INSTITUTION-NHAP


1000 JEFFERSON DRIVE SOUTHWEST
WASHINGTON,DC20560 		  I HONORARIUM ON BEHALF OF ALICE TANGERINI FOR RARE BOOK SCHOOL 500
SUSAN FRASER


609 KAPPOCK STREET
BRONX,NY10463 		  I HONORARIUM FOR LIBRARY REVIEW 1,000
SUSANNA KWAN


580 25TH AVENUE
SAN FRANCISCO,CA94121 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT I AWARD 800
SUZANNE ARCHER


39 DIAMOND STREET
SAN FRANCISCO,CA94114 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION II, AWARD LETTER 1 OF 2 2,000
TAMER HASSAN


269 PROSPECT PL APT 4C
BROOKLYN,NY11238 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
TAMI BANH


540 WAVERLY AVENUE 7F
BROOKLYN,NY11238 		  I 2023 INTERDISCIPLINARY RESIDENCY SPRING COHORT II AWARD 800
VERONICA MARTIN


8120 SOUTHWEST RUBY TERRACE
PORTLAND,OR97219 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 1,000
WENDY LEE CLEMENT


801 KENT DRIVE
LOWER MAKEFIELD,PA19067 		  I HONORARIUM FOR ARBORETUM PLANNING WORKSHOP 2023 750
WORLD CENTRAL KITCHEN


200 MASSACHUSETTS AVENUE NW 7TH FL
WASHINGTON,DC20001 		  I SUNFLOWERS FOR UKRAINE DONATION 04.01.22 - 12.31.23 3,387
YUJIN KANG YOON


9703 DOULTON COURT
FAIRFAX,VA22032 		  I 2023 INTERDISCIPLINARY RESIDENCY SESSION IV, AWARD LETTER 1 OF 2 2,000
YUNXIN ZHENG


256 40TH STREET WAY
OAKLAND,CA94611 		  I 2023 PERENNIAL RESIDENCY HONORARIUM 800
Total .................................right arrow 3a 136,624
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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         186,771
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,078,023  
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 .....     14 411,320  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,960,616  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory     01 114,381  
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,564,340 186,771
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,751,111
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
OAK SPRING GARDEN FOUNDATION
 
Employer identification number

54-1672141
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
OAK SPRING GARDEN FOUNDATION
  		Employer identification number
54-1672141
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MEDWAY CHARITABLE TRUST
901 S BOND ST STE 400
 
BALTIMORE, MD21231

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
WASHINGTON WINTER SHOW
 
29 GRANT CIR NW
 
WASHINGTON, DC20011

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
OAK SPRING GARDEN FOUNDATION
  		Employer identification number

54-1672141
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
OAK SPRING GARDEN FOUNDATION
  		Employer identification number

54-1672141
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 51,292 0 0 51,292

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
SALE OF PROPERTY & EQUIPMENT   PURCHASED 2023-12   24,012   COST 0 24,012  

TY 2023 InvestmentsCorpStockSchedule
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Name of Stock End of Year Book Value End of Year Fair Market Value
AERCAP HOLDINGS NV 605,262 605,262
ALPHABET INC. CL C 1,097,845 1,097,845
AMAZON, INC. 1,309,267 1,309,267
AON PLC 358,537 358,537
BAYER A G SPONSORED ADR 263,240 263,240
CAPITAL ONE FINL CORP 458,002 458,002
CHARTER COMMUNICATIONS INC. A 244,868 244,868
COMCAST CORP NEW CL A 490,287 490,287
ELEVANCE HEALTH INC 498,910 498,910
GENERAL ELECTRIC CO. 709,240 709,240
GOLDMAN SACHS GROUP INC. 671,626 671,626
HILTON WORLDWIDE HOLDINGS INC 368,368 368,368
LIBERTY BROADBAND CORP SER A 209,825 209,825
LIBERTY BROADBAND CORP SER C 50,288 50,288
MARRIOTT INTL INC CL A (NEW) 352,923 352,923
META PLATFORM INC. 968,081 968,081
MICROSOFT CORP 1,209,721 1,209,721
NETFLIX, INC. 674,816 674,816
PROSUS N V SPONSORED ADR 321,674 321,674
SAFRAN S A SPON ADR 646,815 646,815
SAP SE SPON ADR 457,123 457,123
TAIWAN SEMICONDUCTOR MFG LTD 403,624 403,624
UNITEDHEALTH GROUP INC. 571,746 571,746
VISA INC COM CL A 214,528 214,528
WELLS FARGO & CO 663,535 663,535
WOODWARD INC 284,648 284,648

TY 2023 InvestmentsOtherSchedule2
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CASDIN FMV 2,902,176 2,902,176
COATUE OFFSHORE FUND LTD FMV 17,115,535 17,115,535
DAVIDSON KEMPNER INSTUTL PTNR FMV 12,010,372 12,010,372
FARALLON EQUITY PARTNERS INTL. FMV 30,053,664 30,053,664
GQG PARTNERS LLC EMERGING MKTS FMV 11,446,467 11,446,467
INDUS SELECT FUND LTD FMV 9,703,694 9,703,694
JUNTO FMV 11,145,655 11,145,655
KING STREET CAPITAL, LTD FMV 8,867,580 8,867,580
MW EUREKA FUND FMV 13,389,849 13,389,849
NUT TREE CAPITAL OFFSHORE FUND FMV 6,929,687 6,929,687
ROCK SPRINGS CAPITAL OFFSHORE FD FMV 16,178,420 16,178,420
THE HIGHCLERE INTERNATIONAL INV FMV 7,821,658 7,821,658
WELLINGTON CTF INTERNATIONAL QUALITY GROWTH FMV 9,524,283 9,524,283
WELLINGTON EMERGING COMPANIES FMV 6,739,848 6,739,848
WELLINGTON TC-RESEARCH EQUITY FMV 21,104,262 21,104,262
WELLINGTON TC-SELECT LEADERS FMV 7,841,814 7,841,814
PIMCO LOW DURATION ESG FUND FMV 11,401,406 11,401,406
TRINITY FMV 10,929,433 10,929,433
BAUPOST FMV 8,355,254 8,355,254

TY 2023 LegalFeesSchedule
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 7,239 0 0 7,239


TY 2023 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
OPERATING LEASE RIGHT OF USE ASSETS 12,928 7,811 7,811
INTEREST AND DIVIDENDS RECEIVABLE 3 3 3


TY 2023 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 72,456 0 0 72,456
COMPUTER SUPPLIES 137,026 0 0 137,026
DECORATIVE FURNITURE AND ARTS 58,354 0 0 58,354
EQUIPMENT 33,944 0 0 33,944
GARDEN AND LANDSCAPE 333,066 0 0 333,066
HOUSEHOLD AND FOOD 72,656 0 0 72,656
INSURANCE 314,848 0 0 314,848
LEASE EXPENSE 4,641 0 0 4,641
OFFICE EXPENSES 28,291 0 0 28,291
REPAIRS AND MAINTENANCE 568,845 0 0 568,845


TY 2023 OtherIncomeSchedule2
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 33,631 33,631 33,631
INVESTMENT INCOME FROM PTES 377,689 377,689 377,689
PROGRAM SERVICE REVENUE 186,771   186,771


TY 2023 OtherIncreasesSchedule
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Description Amount
UNREALIZED LOSS ON INVESTMENTS 31,923,341


TY 2023 OtherLiabilitiesSchedule
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED PAYROLL EXPENSES 173,442 186,622
OPERATING LEASE LIABILITY 12,928 7,811
DEFERRED TAX LIABILITY 540,628 866,502


TY 2023 OtherProfessionalFeesSchedule
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROF FEES - RESTORATION 16,625 0 0 16,625
PROF FEES - PROGRAM 57,447 0 0 57,447
PROF FEES - OTHER 205,591 0 0 205,591
PROF FEES - LANDSCAPE, GARDEN 133,818 0 0 133,818
PROF FEES - DIGITAL 141,162 0 0 141,162
PROF FEES - CONSULTING 120,024 0 0 120,024
PROF FEES - COMPUTER 595 0 0 595
INVESTMENT MANAGEMENT FEES -DIRECT 1,287,901 1,287,901 1,287,901 0


TY 2023 TaxesSchedule
Name:
OAK SPRING GARDEN FOUNDATION
EIN:
54-1672141
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PERSONAL PROPERTY TAXES 30,216 0 0 30,216
TAXES 325,874 0 0 0