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Oak Ridge Foundation FY2021 filing

Tax-deductible

Knoxville, TN501(c)(3)Foundations & GrantmakersEIN 85-3183278Revenue $2.4M in FY2021

On file with the IRSoakridgefoundation.org550 W Main St Ste 400, 37902-2567 · Knoxville, TNTax-exempt since Jun 2022Private non-operating foundation

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The Foundation will support and foster scientific and educational endeavors aligned with the missions of Oak Ridge national laboratory (ornl") and the u.s. Department of energy ("doe") and the economic, energy and national security interests of the united states.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $452K a year · 42% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Named funders
1
named funder · $250K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
Spent
$0
Net assets
$2.4M
By yearFY2021–FY2025
Revenue
$2.4M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$2.4M
FY2022$1.4M
FY2023$813K
FY2024$396K
FY2025$329K
Expenses
$0
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$0
FY2022$22K
FY2023$259K
FY2024$2.7M
FY2025$113K
Net assets
$2.4M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$2.4M
FY2022$3.8M
FY2023$4.4M
FY2024$2.0M
FY2025$2.3M

From the FY2021 Form 990 (year ending September 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James Roberto
President
$0Pt VII · Sec A
Sylvia Davis
Secretary & Treasurer
$0Pt VII · Sec A
See Oak Ridge Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds scientific and educational projects supporting U.S. energy and national security goals.

Questions for Oak Ridge Foundation

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Provided by the organization

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Battelle Memorial InstituteFY2024$250K
Total grants receivedfrom 1 funder$250K
Grants paid · 15 grants · $3.0M · 2022–2024
Individual RecipientFY2024$72,254
Gatlinburg Pittman High SchoolFY2024$2,000
Union County High SchoolFY2024$1,000
Sweetwater High SchoolFY2024$1,000
Rhea County High SchoolFY2024$1,000
Partners in Education FoundationFY2024$1,000
Oliver Springs High SchoolFY2024$1,000
Fellowship of the Saints Ministry INC New Colossus AcademyFY2024$1,000
Roane County Schools Education FoundationFY2024$1,000
L&n Stem PstaFY2024$1,000
Gay Hardin AcademyFY2024$1,000
Education Foundation for Clinton City and Anderson SchoolsFY2024$1,000
Free Medical Clinic of Oak RidgeFY2024$100
Ut-Battelle Development CorporationTN · FY2023$2,689,808
Ut-Battelle Development CorporationTN · FY2022$221,000

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$2.4M
Money outPt IX
$0
Ln 25
Owns and owesPt X
$2.4M
net assets · Ln 32
Total assetsLn 16$2.4M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.4M
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
Total assetsLn 16$2.4M
LiabilitiesLn 26$0
Net assetsLn 32$2.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 62
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Total assetsLn 16$0$2.4M
LiabilitiesLn 26$0$0
Net assetsLn 32$0$2.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Total functional expensesLn 25$0$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $329K$113K$215K$2.3M 990 PDF
FY2024 $396K$2.7M−$2.3M$2.0M 990 PDF
FY2023 $813K$259K$555K$4.4M 990 PDF
FY2022 $1.4M$22K$1.4M$3.8M 990 PDF
FY2021 Viewing $2.4M$0$2.4M$2.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $2,425,000 revenue, 12 lines filed
I-8 Contributions and grants$2,425,000
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$2,425,000
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$0
I-18 Total expenses$0
I-19 Revenue less expenses$2,425,000
Part VI · Governance 3 of 3 board members independent, 3 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $2,425,000 across 3 lines filed
VIII-1f All other contributions, gifts and grants$2,425,000
VIII-1h Total contributions, gifts and grants$2,425,000
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$2,425,000
Part IX · Statement of functional expenses $0 across 0 lines filed
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$0
Part X · Balance sheet $2,425,000 assets, 7 lines filed
X-3 Pledges and grants receivable$2,425,000
X-16 Total assetsStart of year $0$2,425,000
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $0$225,000
X-28 Net assets with donor restrictionsStart of year $0$2,200,000
X-32 Total net assets or fund balancesStart of year $0$2,425,000
X-33 Total liabilities and net assetsStart of year $0$2,425,000
Part XI · Reconciliation of net assets $2,425,000 net assets at year end
XI-1 Total revenue$2,425,000
XI-2 Total expenses$0
XI-3 Revenue less expenses$2,425,000
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,425,000

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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