Society for The Preservation of Historic Oakwood logo

Society for The Preservation of Historic Oakwood

Public charity · Grantmaker Raleigh, NC EIN: 23-7215880 Website

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

AshevilleRaleigh

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants2019 0 grants2020 0 grants2021 0 grants2022 0 grants2023 1 grant2024 1 grant2025

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

City of Raleigh: $35KCity of Raleigh$35K

The largest 2025 recipient was City of Raleigh ($35K).

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
City of Raleigh Raleigh, NCBuild Park$35,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Added Form 990 for fiscal year 2019 (received by the IRS June 5, 2020)
  2. Updated Form 990 for fiscal year 2024 (received by the IRS May 21, 2025)
  3. 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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