Upperville Preservation Society
Upperville Preservation Society is a private foundation focused on Environment & Animals, based in Middleburg, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $58K in total assets. In 2025, it made $2K in qualifying distributions.
Upperville Preservation Society at a glance
- Total assets
- $57,585
- -2.7% vs 2024
- Revenue (2025)
- $93
- -4.1% vs 2024
- Qualifying distributions (2025)
- $1,563
- +9.4% vs 2024
- Expenses (2025)
- $1,681
- +8.4% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2025 | $57,585 | $93 | $1,681 | $1,563 | — | $2,873 |
| 2024 | $59,173 | $97 | $1,551 | $1,429 | — | $2,943 |
| 2023 | $60,627 | $158 | $1,615 | $795 | — | $2,980 |
| 2022 | $60,834 | $70 | $3,075 | $900 | — | $3,094 |
| 2021 | $63,839 | $25,031 | $21,565 | $21,540 | $31 | $3,026 |
| 2020 | $60,373 | $50,012 | $14,639 | — | $12 | $1,044 |
Under IRS private-foundation payout rules, Upperville Preservation Society reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Upperville Preservation Society is led by T. Garrick Steele, Chairman & Director on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
T. Garrick Steele
Chairman & Director
On filings since 2020
1 hr/week
No compensation reported
Michael J. Quick
Director
On filings since 2020
1 hr/week
No compensation reported
Former officers (2)
- Former: Colleen E Roberts (2020–2024) — Secretary
- Former: Sara Fox (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "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 Upperville Preservation Society
How large is Upperville Preservation Society?
Upperville Preservation Society reported $58K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Upperville Preservation Society?
Upperville Preservation Society is a private foundation focused on Environment & Animals, based in Middleburg, VA. It holds $58K in total assets as of 2025.
What is Upperville Preservation Society's EIN?
Upperville Preservation Society's EIN (Employer Identification Number) is 83-4390812. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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