Nonprofit · EIN 31-1810011
OAK HILL FUND
Tax-exempt · CHARLOTTESVLE, VA 22902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,144,750 | $6,872,414 | -$3,727,664 | $90,182,255 | $1,289,133 | $88,893,122 |
| December 31, 2024 | 990-PF | $18,200,917 | $4,698,981 | $13,501,936 | $83,598,521 | $2,439,956 | $81,158,565 |
| December 31, 2023 | 990-PF | $3,944,257 | $6,043,044 | -$2,098,787 | $81,520,569 | $2,450,364 | $79,070,205 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,017,908
- Net gain from sales of assets
- $1,126,211
- Other income
- $631
Expenses
- Grants and similar amounts paid
- $4,820,386
- Compensation of officers, directors and key employees
- $438,681
- Salaries, compensation and benefits (total)
- $436,671
- Disbursements for charitable purposes
- $7,285,647
- Excise tax on investment income
- $38,341
Balance sheet and other
- Total assets, start of year
- $83,598,521
- Total assets, end of year
- $90,182,255
- Total liabilities, end of year
- $1,289,133
- Net assets, end of year
- $88,893,122
- Fair market value of assets
- $90,182,255
- Qualifying distributions
- $7,285,647
- Net investment income
- $3,142,404
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TODD A EDGERTON PO BOX 1624, CHARLOTTESVILLE, VA 22902 | PRESIDENT/TREASURER | 40 | $257,292 | $100,155 |
| JASON E HALBERT PO BOX 1624, CHARLOTTESVILLE, VA 22902 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $238,514 | $110,353 |
| ANNE K O'BRIEN PO BOX 1624, CHARLOTTESVILLE, VA 22902 | PROG & GRANTS Highest-paid employee | 40 | $100,530 | $76,163 |
| JULIA P SCHAFF PO BOX 1624, CHARLOTTESVILLE, VA 22902 | FINANCIAL MANAGER Highest-paid employee | 40 | $93,236 | $53,368 |
| LEIGH W EDGERTON PO BOX 1624, CHARLOTTESVILLE, VA 22902 | SECRETARY | 20 | $81,234 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TODD A EDGERTON PO BOX 1624, CHARLOTTESVILLE, VA 22902 | PRESIDENT/TREASURER | 40 | $232,802 | $104,354 |
| JASON E HALBERT PO BOX 1624, CHARLOTTESVILLE, VA 22902 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $230,428 | $119,353 |
| JULIA P SCHAFF PO BOX 1624, CHARLOTTESVILLE, VA 22902 | FINANCIAL MANAGER Highest-paid employee | 40 | $93,802 | $21,032 |
| ANNE K O'BRIEN PO BOX 1624, CHARLOTTESVILLE, VA 22902 | PROG & GRANTS Highest-paid employee | 40 | $92,607 | $29,257 |
| LEIGH W EDGERTON PO BOX 1624, CHARLOTTESVILLE, VA 22902 | SECRETARY | 20 | $78,488 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JASON E HALBERT PO BOX 1624, CHARLOTTESVILLE, VA 22902 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $222,631 | $95,931 |
| TODD A EDGERTON PO BOX 1624, CHARLOTTESVILLE, VA 22902 | PRESIDENT/TREASURER | 40 | $208,323 | $88,173 |
| JULIA P SCHAFF PO BOX 1624, CHARLOTTESVILLE, VA 22902 | FINANCIAL MANAGER Highest-paid employee | 40 | $90,632 | $48,288 |
| ANNE K O'BRIEN PO BOX 1624, CHARLOTTESVILLE, VA 22902 | PROG & GRANTS Highest-paid employee | 40 | $89,477 | $59,096 |
| LEIGH W EDGERTON PO BOX 1624, CHARLOTTESVILLE, VA 22902 | SECRETARY | 20 | $75,833 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1624, CHARLOTTESVLE, VA 22902-1624
- Signed the 990-PF
- TODD A EDGERTON, PRESIDENT
- Phone
- (434) 220-0083
- Website
- WWW.OAKHILLFUND.ORG
- Return prepared by
- HANTZMON WIEBEL LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1810011
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $90,182,255
- Income (IRS master file)
- $15,548,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,144,750 | $6,872,414 | $90,182,255 | XML |
| 990-PF | December 2024 | $18,200,917 | $4,698,981 | $83,598,521 | XML |
| 990-PF | December 2023 | $3,944,257 | $6,043,044 | $81,520,569 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1810011).
Questions about OAK HILL FUND
- What is the EIN of OAK HILL FUND?
- The employer identification number (EIN) of OAK HILL FUND is 31-1810011.
- Is OAK HILL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to OAK HILL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAK HILL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAK HILL FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK HILL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OAK HILL FUND?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $257,292 (TODD A EDGERTON, PRESIDENT/TREASURER).
- How much revenue does OAK HILL FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,144,750, expenses of $6,872,414 and total assets of $90,182,255 at year end.
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All nonprofits in CHARLOTTESVLE · Virginia · Philanthropy, voluntarism and grantmaking foundations