2025-08-08T07:43:02-05:00 2024-09-30 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990 2023-10-01 581512615 THE ORAU FOUNDATION ORAU 8653474630 PO BOX 117 OAK RIDGE TN 378310117 J PHIL ANDREWS CFBOO 8655748141 2025-08-01 1 1 NICOLE COOK P02005173 8656919000 2025-08-01 2023 2025-03-06 01:10:19Z J PHIL ANDREWS PO BOX 117 OAK RIDGE TN 378310117 32199674 0 X WWW.ORAU.ORG X 1980 TN PROMOTE HIGHER SCIENTIFIC EDUCATION. 10 6 0 0 0 0 0 0 0 0 1852479 2215666 0 0 1852479 2215666 423108 387842 0 0 12300 2134 0 0 0 372879 444093 808287 834069 1044192 1381597 52602761 64325421 0 0 52602761 64325421 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 130912 130912 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. 256930 256930 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 FY24 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. 387842 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 KRIS EMERY 8653474630 100 ORAU WAY OAK RIDGE TN 37830 RACHEL F LOKITZ DIRECTOR 0.30 X 0 380826 30308 DR ANN C SAVOCA CHAIR 0.30 X 0 0 0 DR DEBORAH CRAWFORD VICE CHAIR 0.30 X 0 0 0 DR REBEKAH K HERSCH DIRECTOR 0.30 X 0 0 0 KENNETH WILLIAM TOBIN DIRECTOR 0.30 X 0 327577 25193 KENNETH J RUETER DIRECTOR 0.30 X 0 0 0 SAMUEL S VISNER 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 774999 43839 J PHIL ANDREWS TREASURER/SECRETARY 0.80 X 7392 379323 44428 7392 1862725 143768 0 0 1 0 0 1811531 1811531 30388143 29984008 404135 404135 404135 2215666 0 0 2215666 256930 256930 130912 130912 1773 1773 361 361 236062 236062 9678 9678 106978 106978 1741 1741 GA-OCS 48639 48639 OVERHEAD - OCS 25116 25116 MATERIALS & SUPPLIES 7963 7963 INTERNAL SERVICES USAGE 5174 5174 2742 2742 834069 387842 446227 0 1391 1271 52601370 64324150 52602761 64325421 0 0 X 52602761 64325421 52602761 64325421 52602761 64325421 X 1381597 9613972 727091 X X 0 1 X 1 0 X X 1 OAK RIDGE ASSOCIATED UNIVERSITY 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 11722660 9613972 9613972 2108688 106978 106978 2215666 727089 0 727089 106980 106980 834069 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, 2024 AND 2023, 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 106,978. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 106,978. ROUNDING 2. 1 THE UNIVERSITY OF TENNESSEE 1331 CIRCLE PARK DR 707A ANDY HOLT TOWER KNOXVILLE TN 37996 626001636 28915 0 RESEARCH GRANT VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY 300 TURNER STREET NW SUITE 4200 MC 0170 BLACKSBURG VA 24061 546001805 150000 0 RESEARCH GRANT PENNSYLVANIA STATE UNIVERSITY 227 W BEAVER AVE SUITE 401 STATE COLLEGE PA 16801 246000376 75000 0 RESEARCH GRANT RALPH E. POWE JUNIOR FACULTY ENHANCEMENT AWARD 25 120912 POLLARD SCHOLARSHIP 4 10000 PART I, LINE 2: ORAU FOUNDATION SUPPORTS OAK RIDGE ASSOCIATED UNIVERSITIES, INC. (ORAU"), WHICH IS A PRIVATE, NOT-FOR-PROFIT ASSOCIATION OF 132 SPONSORING AND 26 ASSOCIATE MEMBER 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 552597 0 222402 0 0 0 33000 0 10839 0 818838 0 0 J PHIL ANDREWS TREASURER/SECRETARY 7392 282419 0 96904 0 0 0 28975 0 15453 7392 423751 0 0 RACHEL F LOKITZ DIRECTOR 0 309240 0 71586 0 0 0 30308 0 0 0 411134 0 0 KENNETH WILLIAM TOBIN DIRECTOR 0 254304 0 73273 0 0 0 25193 0 0 0 352770 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 727,091. 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 727091 CASH OAK RIDGE ASSOCIATED UNIVERSITIES INC M 339249 DIRECT COSTS / LABOR