2026-08-07T06:54:35-05:00 2025-09-30 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990 2024-10-01 581512615 THE ORAU FOUNDATION ORAU 8653474630 PO BOX 117 OAK RIDGE TN 378310117 J PHIL ANDREWS TREASURER 8655748141 2026-08-04 1 1 NICOLE COOK P02005173 8656919000 2026-08-04 2024 2025-03-06 01:10:19Z J PHIL ANDREWS PO BOX 117 OAK RIDGE TN 378310117 29884274 0 X WWW.ORAU.ORG X 1980 TN PROMOTE HIGHER SCIENTIFIC EDUCATION. 10 6 0 0 0 0 0 0 0 0 2215666 4885638 0 0 2215666 4885638 387842 421566 0 0 2134 418 0 0 0 444093 527929 834069 949913 1381597 3935725 64325421 68754964 0 0 64325421 68754964 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 285052 285052 POST GRADUATE AWARDS AND SCHOLARSHIPS: THESE GRANTS ARE FOR 25 JUNIOR FACULTY AWARDS AND 6 POLLARD SCHOLARSHIPS TO HELP PROMOTE HIGHER SCIENTIFIC AND MATH EDUCATION. 136514 136514 THE ORAU-DIRECTED RESEARCH AND DEVELOPMENT (ODRD) PROGRAM SUPPORTS COLLABORATIVE, CROSS-CUTTING RESEARCH THAT ADVANCES SCIENTIFIC AND TECHNICAL CAPABILITIES ACROSS ORAU AND ITS MEMBER INSTITUTIONS. THROUGH PARTNERSHIPS BETWEEN ORAU RESEARCHERS AND CONSORTIUM UNIVERSITY FACULTY, THE PROGRAM PROMOTES INNOVATIVE PROJECTS THAT STRENGTHEN EXPERTISE, EXPAND RESEARCH CAPACITY, AND FOSTER NEW IDEAS AND TECHNOLOGIES. LED BY ORAU SUBJECT MATTER EXPERTS AND INFORMED BY THE STRENGTHS OF MEMBER UNIVERSITIES, ODRD PROJECTS CREATE VALUABLE COLLABORATION OPPORTUNITIES WHILE ENHANCING PARTICIPANTS' RESEARCH CAPABILITIES. PARTICIPATION IN ODRD IS A KEY BENEFIT OF ORAU CONSORTIUM MEMBERSHIP, GIVING INSTITUTIONS ACCESS TO COLLABORATIVE RESEARCH OPPORTUNITIES THAT DRIVE INNOVATION AND SHARED IMPACT. 421566 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 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 DR DEBORAH L CRAWFORD DIRECTOR 0.30 X 0 0 0 DR REBEKAH K HERSCH DIRECTOR 0.30 X 0 0 0 DR JULIE B JORDAN DIRECTOR 0.30 X 0 0 0 DR WILLIAM C HARRIS CHAIR 0.30 X 0 0 0 MR SAMUEL S VISNER CHAIR 0.30 X 0 0 0 DR MARTIN R WILLIAMSON VICE CHAIR 0.30 X 0 0 0 RACHEL F LOKITZ DIRECTOR 0.30 X 0 420444 32200 ASHLEY C STOWE DIRECTOR 0.30 X 0 0 0 MEGHAN F MILLWOOD PRESIDENT 0.30 X 0 362911 44050 J PHIL ANDREWS TREASURER / SECRETARY 3.00 X 24818 407693 45915 24818 1191048 122165 0 0 1 0 0 2077792 2077792 27806482 24998636 2807846 2807846 2807846 4885638 0 0 4885638 285052 285052 136514 136514 418 418 283192 283192 11500 11500 112728 112728 14009 14009 GA-OCS 48935 48935 OVERHEAD - OCS 21818 21818 MATERIALS & SUPPLIES 21737 21737 SITE SERVICES 10823 10823 3187 3187 949913 421566 528347 0 1271 1151 64324150 68753813 64325421 68754964 0 0 X 64325421 68754964 64325421 68754964 64325421 68754964 X 3935725 2856634 -2362816 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 7629542 2856634 2856634 4772908 112730 112730 4885638 837183 0 837183 112730 112730 949913 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, 2025 AND 2024, 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 112,730. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEE 112,730. 1 UNIVERSITY OF COLORADO BOULDER 914 BROADWAY BOULDER CO 80309 846000555 75000 0 RESEARCH GRANT UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15260 250965591 60540 0 RESEARCH GRANT UNIVERSITY OF TENNESSEE 1331 CIRCLE PARK DR KNOXVILLE TN 37996 626001636 149512 0 RESEARCH GRANT RALPH E. POWE JUNIOR FACULTY ENHANCEMENT AWARD 25 121514 POLLARD SCHOLARSHIP 6 15000 PART I, LINE 2: ORAU FOUNDATION SUPPORTS OAK RIDGE ASSOCIATED UNIVERSITIES, INC. (ORAU"), WHICH IS A PRIVATE, NOT-FOR-PROFIT ASSOCIATION OF 135 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 J PHIL ANDREWS TREASURER / SECRETARY 24818 307543 0 100150 0 0 0 30801 0 15114 24818 453608 0 0 RACHEL F LOKITZ DIRECTOR 0 328367 0 92077 0 0 0 32200 0 0 0 452644 0 0 MEGHAN F MILLWOOD PRESIDENT 0 281911 0 81000 0 0 0 28146 0 15904 0 406961 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 837,184. DISTRIBUTIONS TO ORAU -3,200,000. 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 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 OAK RIDGE ASSOCIATED UNIVERSITIES INC C 837185 CASH OAK RIDGE ASSOCIATED UNIVERSITIES INC M 412432 DIRECT COSTS / LABOR OAK RIDGE ASSOCIATED UNIVERSITIES INC B 3200000 CASH