2024-08-08T14:22:38-05:00 2023-09-30 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990 2022-10-01 581512615 THE ORAU FOUNDATION ORAU 8653474630 PO BOX 117 OAK RIDGE TN 378310117 J PHIL ANDREWS TREASURER 8655748141 2024-08-06 1 1 NICOLE COOK P02005173 8656919000 2024-08-06 2022 2024-08-08 14:25:15Z J PHIL ANDREWS PO BOX 117 OAK RIDGE TN 378310117 19510597 0 X WWW.ORAU.ORG X 1980 TN PROMOTE HIGHER SCIENTIFIC EDUCATION. 10 6 0 0 0 0 0 0 0 0 2583989 1852479 0 0 2583989 1852479 301681 423108 0 0 9258 12300 0 0 0 385065 372879 696004 808287 1887985 1044192 44007613 52602761 0 0 44007613 52602761 THE ORAU FOUNDATION SUPPORTS OAK RIDGE ASSOCIATED UNIVERSITIES, INC. IN ITS MISSION TO FOCUS ON THE ADVANCEMENT OF SCIENTIFIC RESEARCH AND EDUCATION WHILE PROVIDING INNOVATIVE SOLUTIONS TO STRENGTHEN AND SECURE AMERICA. 0 0 130504 130504 POST GRADUATE AWARDS AND SCHOLARSHIPS: THESE GRANTS ARE FOR 25 JUNIOR FACULTY AWARDS AND 5 POLLARD SCHOLARSHIPS TO HELP PROMOTE HIGHER SCIENTIFIC AND MATH EDUCATION. 292604 292604 THE ORAU DIRECTED RESEARCH AND DEVELOPMENT (ODRD) PROGRAM PROVIDES GRANTS FOR COLLABORATIVE RESEARCH INVOLVING ORAU EMPLOYEES AND MEMBER UNIVERSITY FACULTY. SEVERAL GRANTS WERE PROVIDED IN FY23 TO SUPPORT SCIENTIFIC RESEARCH SUCH AS STUDIES ON BURNOUT AND ENGAGEMENT IN DIABETES CARE AMONG ADULTS WITH T1D, DAILY EXPERIENCES IN STEM WORKPLACES THROUGH THE LENS OF SELF-DETERMINATION THEORY, NATIONAL NURSING READINESS FOR A RADIOLOGICAL OR NUCLEAR INCIDENT, EPIDEMIOLOGIC STUDIES AND MOLECULAR AND CYTOGENETIC BIODOSIMETERS FOR RADIOLOGICAL AND NUCLEAR MASS CASUALTY INCIDENTS. 423108 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 6 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 0 X PATSY PEHRSON 8652064460 100 ORAU WAY OAK RIDGE TN 37830 RACHEL F LOKITZ DIRECTOR 0.30 X 0 338316 28373 DR ANN C SAVOCA CHAIR 0.30 X 0 0 0 DR DEBORAH CRAWFORD VICE CHAIR 0.30 X 0 0 0 DR CORDELL M OVERBY DIRECTOR 0.30 X 0 0 0 KENNETH WILLIAM TOBIN DIRECTOR 0.30 X 0 261287 23167 DR BRUCE E GNADE DIRECTOR 0.30 X 0 0 0 DR JOSEPH HEPPERT DIRECTOR 0.30 X 0 0 0 DR JULIE B JORDAN DIRECTOR 0.30 X 0 0 0 HARRY ANDERSON PAGE PRESIDENT 0.30 X 0 648066 40628 J PHIL ANDREWS TREASURER/SECRETARY 0.30 X 5778 351875 42004 5778 1599544 134172 0 0 1 0 0 1802598 1802598 17707999 17658118 49881 49881 49881 1852479 0 0 1852479 292604 292604 130504 130504 12300 12300 210455 210455 337 337 99860 99860 13033 13033 GA-OCS 27828 27828 OVERHEAD - OCS 13228 13228 MATERIALS & SUPPLIES 6482 6482 SITE SERVICES 1656 1656 808287 423108 385179 0 236408 1391 43771205 52601370 44007613 52602761 0 0 X 44007613 52602761 44007613 52602761 44007613 52602761 X 1044192 3842530 3708426 X X 0 1 X 1 0 X X 1 OAK RIDGE ASSOCIATED UNIVERISTY 620476816 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 5595149 3842530 3842530 1752619 99860 99860 1852479 708427 0 708427 99860 99860 808287 PART X, LINE 2: ORAU AND ITS FOUNDATION SUBSIDIARY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND ARE CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN PRIVATE FOUNDATIONS, AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AN UNCERTAIN TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF SEPTEMBER 30, 2023 AND 2022, THE ORGANIZATION HAS ACCRUED NO INTEREST AND NO PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION FILES A U.S. FEDERAL INFORMATIONAL TAX RETURN ANNUALLY. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 99,860. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 99,860. 1 SOUTHERN ILLINOIS UNIVERSITY AT CARBONDALE 900 S NORMAL AVENUE MAIL CODE 4709 CARBONDALE IL 62901 376005961 74627 0 RESEARCH GRANT VIRGINIA COMMONWEALTH UNIVERSITY 800 EAST LEIGH STREET SUITE 3100 RICHMOND VA 23284 546001758 68000 0 RESEARCH GRANT UNIVERSITY OF TENNESSEE AT CHATTANOOGA 615 MCCALLIE AVENUE DEPT 5905 CHATTANOOGA TN 37403 626001636 74977 0 RESEARCH GRANT THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 779 RIVERSIDE DRIVE APT C44 NEW YORK NY 10032 135598093 75000 0 RESEARCH GRANT RALPH E. POWE JUNIOR FACULTY ENHANCEMENT AWARD 25 118004 POLLARD SCHOLARSHIP 5 12500 PART I, LINE 2: ORAU FOUNDATION SUPPORTS OAK RIDGE ASSOCIATED UNIVERSITIES, INC. (ORAU"), WHICH IS A PRIVATE, NOT-FOR-PROFIT ASSOCIATION OF 120+ COLLEGES AND UNIVERSITIES. ORAU IS A CONTRACTOR FOR THE U.S. DEPARTMENT OF ENERGY, CONDUCTING RESEARCH AND EDUCATIONAL PROGRAMS IN THE AREAS OF ENERGY, HEALTH, AND THE ENVIRONMENT FOR THE DEPARTMENT OF ENERGY, MEMBER INSTITUTIONS, OTHER COLLEGES AND UNIVERSITIES, AND OTHER PRIVATE AND GOVERNMENT ORGANIZATIONS. ORGANIZATIONS AND INDIVIDUALS RECEIVING AWARDS FROM ORAU FOUNDATION MUST DEMONSTRATE THAT THEIR EDUCATIONAL AND SCIENTIFIC PROGRAMS WILL CONTINUE TO ENHANCE THE SPECIFIC AND OVERALL OBJECTIVES AS OUTLINED BY THE ORAU BOARD OF DIRECTORS AND MEMBERS. X X X 0 1 0 0 0 0 0 1 0 HARRY ANDERSON PAGE PRESIDENT 0 543187 0 104879 0 0 0 30500 0 10128 0 688694 0 0 J PHIL ANDREWS TREASURER/SECRETARY 5778 269737 0 82138 0 0 0 27555 0 14449 5778 393879 0 0 RACHEL F LOKITZ DIRECTOR 0 289585 0 48731 0 0 0 28373 0 0 0 366689 0 0 KENNETH WILLIAM TOBIN DIRECTOR 0 234049 0 27238 0 0 0 23167 0 0 0 284454 0 0 PART I, LINE 4B HARRY ANDERSON PAGE $25,000 PART I, LINE 7 SATISFACTION OF GOALS FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES EXIST, THUS ANSWERING "NO" TO QUESTION 8B. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DOES NOT REVIEW A COPY OF THE 990. IT IS REVIEWED INTERNALLY BY THE TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ORAU FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORAU FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM OAK RIDGE ASSOCIATED UNIVERSITIES, INC., #62-0476816 3,708,426. FORM 990, PART XII, LINE 2C: OAK RIDGE ASSOCIATED UNIVERSITIES, INC. DOES HAVE A COMMITTEE THAT OVERSEES THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS. OAK RIDGE ASSOCIATED UNIVERSITIES INC PO BOX 117 OAK RIDGE TN 378310117 620476816 RESEARCH AND DEVELOPMENT PROGRAMS IN SCIENCE/ENGINEERING EDUCATION TN 501(C)(3) LINE 10 OAK RIDGE ASSOCIATED UNIVERSITIES INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 OAK RIDGE ASSOCIATED UNIVERSITIES INC C 3708426 CASH OAK RIDGE ASSOCIATED UNIVERSITIES INC M 285319 DIRECT COSTS / LABOR