Society for The Preservation of Historic Oakwood
The mission of the SPHO is to recognize & promote the historic value of Oakwood to its residents, the citizen of Raleigh, and the people of the state of NC. The SPHO also preserves Oakwood from deterioration by neglect, indifference, or carelessness.
Key facts about Society for The Preservation of Historic Oakwood
In short: Society for The Preservation of Historic Oakwood gave $35K across 1 grant in 2025 (avg $35K), mostly in North Carolina. Source: 2025 IRS Form 990.
- EIN
- 23-7215880
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $35,000
- Grants made (2025)
- 1
- Average grant
- $35,000
- Median grant
- $35,000
- Total assets
- $828,788
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$829K
+12.3% YoY
Annual Giving
$35K
+250.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$35K
+250.0% YoY
About Society for The Preservation of Historic Oakwood
Based on IRS filings
Society for The Preservation of Historic Oakwood is a public charity focused on Arts, Culture & Humanities, based in Raleigh, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $829K in total assets. In 2025, it awarded 1 grant totaling $35K. Net investment income was $21K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $10K (2024) to $35K (2025). In 2025 it made 1 grant totaling $35K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was City of Raleigh ($35K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Raleigh Raleigh, NC | Build Park | $35,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $828,788 | $738,093 | $649,791 |
| Revenue | $226,309 | $197,809 | $146,962 |
| Expenses | $135,380 | $109,507 | $96,116 |
| Net Investment Income | $21,226 | $21,110 | $7,962 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS June 5, 2020)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 21, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 8, 2026)
Leadership & Key People
Officers and directors from IRS filings
Society for The Preservation of Historic Oakwood is led by Ethan Barger, President since 2024 (on filings since 2021); none of the 16 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ethan Barger
President
Director → Vice President, 2022
Vice President → President, 2024
On filings since 2021
No compensation reported
Kelli Beale Fletcher
Director
On filings since 2021
No compensation reported
Alec Jeffries
Director
On filings since 2022
No compensation reported
Antoinette Dibenedetto
Director
On filings since 2023
No compensation reported
Caleb Smith
Director
On filings since 2023
No compensation reported
Jeremy McCartha
Director
On filings since 2023
No compensation reported
Justin Griffin
Director
On filings since 2023
No compensation reported
Rory Burkitt
Director
On filings since 2023
No compensation reported
Day Peake
Director
On filings since 2024
No compensation reported
Ayn-Monique Klahre
Director
New on the 2025 filing
No compensation reported
Miranda Miller
Director
New on the 2025 filing
No compensation reported
Dee Penven-Crew
Past President
Secretary → Past President, 2024
On filings since 2020
No compensation reported
Matthew Brown
Secretary
Past President → Secretary, 2022
On filings since 2020
No compensation reported
Naudain Machen
Historian
Director → Treasurer, 2022
Treasurer → Historian, 2024
On filings since 2021
No compensation reported
Canaan Huie
Vice President
Director → Vice President, 2024
On filings since 2022
No compensation reported
Thomas W Urquhart
Treasurer
On filings since 2024
No compensation reported
Former officers (24)
- Former: Lee Ann Walsh (2020–2024) — Director
- Former: Jake Parrott (2023–2024) — Director
- Former: Rex Michael (2020–2023) — Past President
- Former: Denise Penven-Crew (2022–2023) — President
- Former: Manish Lamba (2022–2023) — Historian
- Former: Kimberly Weitcamp (2021–2022) — Director
- Former: Mark Wilson (2021–2022) — Director
- Former: Jackie Twisdale (2022) — Director
- Former: Parker Davis (2022) — Director
- Former: Brad Kehoe (2020–2021) — Director
- Former: Imogen Hoyle (2020–2021) — Vice President
- Former: Kate Bronstein (2020–2021) — Director
- Former: Scott Morgan (2020–2021) — Director
- Former: Janette Coleridge-Taylor (2021) — Director
- Former: Jim Bray (2021) — Historian
- Former: Mike Brennan (2021) — Director
- Former: Bernadette Turner (2020) — Director
- Former: Jim McMahan (2020) — Director
- Former: Kurt Hurelbrink (2020) — Director
- Former: Liz Fischer (2020) — Vice President
- Former: Lou Pascucci (2020) — Director
- Former: Paula Hout (2020) — Historian
- Former: Rich Kaznicki (2020) — Director
- Former: Sally Haile (2020) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Society for The Preservation of Historic Oakwood
How much does Society for The Preservation of Historic Oakwood give each year?
Society for The Preservation of Historic Oakwood gave $35K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10K across 1 grant.
How large is Society for The Preservation of Historic Oakwood?
Society for The Preservation of Historic Oakwood reported $829K in total assets on its 2025 IRS Form 990. Its revenue that year was $226K.
What is Society for The Preservation of Historic Oakwood?
Society for The Preservation of Historic Oakwood is a public charity focused on Arts, Culture & Humanities, based in Raleigh, NC. It holds $829K in total assets as of 2025.
Where does Society for The Preservation of Historic Oakwood operate?
Society for The Preservation of Historic Oakwood has awarded grants in North Carolina.
What is Society for The Preservation of Historic Oakwood's EIN?
Society for The Preservation of Historic Oakwood's EIN (Employer Identification Number) is 23-7215880. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
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