Nonprofit · EIN 23-7008034
HOLLIE AND ANNA OAKLEY FOUNDATION INC
Tax-exempt · TERRE HAUTE, IN 47801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $614,499 | $747,657 | -$133,158 | $6,894,389 | $248 | $6,894,141 |
| December 31, 2024 | 990-PF | $770,509 | $926,393 | -$155,884 | $7,027,730 | $431 | $7,027,299 |
| December 31, 2023 | 990-PF | $634,181 | $763,320 | -$129,139 | $7,183,512 | $329 | $7,183,183 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $303,311
- Net gain from sales of assets
- $311,188
Expenses
- Grants and similar amounts paid
- $507,357
- Compensation of officers, directors and key employees
- $145,467
- Disbursements for charitable purposes
- $588,640
- Excise tax on investment income
- $7,736
Balance sheet and other
- Total assets, start of year
- $7,027,730
- Total assets, end of year
- $6,894,389
- Total liabilities, end of year
- $248
- Net assets, end of year
- $6,894,141
- Fair market value of assets
- $17,008,070
- Qualifying distributions
- $588,640
- Net investment income
- $614,499
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 |
|---|---|---|---|
| Eston L Perry PO Box 10182, Terre Haute, IN 47801 | Part-Year V.Pres/Treas. | 20 | $36,445 |
| Julie Heck PO Box 10182, Terre Haute, IN 47801 | Part-Year Secretary/Director | 20 | $34,721 |
| Jeffrey J Perry PO Box 10182, Terre Haute, IN 47801 | Part-Year V-President/Asst & Treas. | 20 | $21,989 |
| Jennifer Norris PO Box 10182, Terre Haute, IN 47801 | Director/Part-Year President | 1 | $20,711 |
| Alice Ann Perry PO Box 10182, Terre Haute, IN 47801 | Part-Year President/Director | 10 | $14,208 |
| Wesley Heck PO Box 10182, Terre Haute, IN 47801 | Part-Year Director/Secretary | 1 | $5,393 |
| Jennifer Perry PO Box 10182, Terre Haute, IN 47801 | Director | 1 | $4,000 |
| Travis Norris PO Box 10182, Terre Haute, IN 47801 | Director | 1 | $4,000 |
| Annie Heck PO Box 10182, Terre Haute, IN 47801 | Director | 1 | $4,000 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alice Ann Perry 120 S Fruitridge, Terre Haute, IN 47803 | President | 10 | $42,775 |
| Eston L Perry 120 S Fruitridge, Terre Haute, IN 47803 | V.Pres/Treas. | 20 | $37,395 |
| Julie Heck 120 S Fruitridge, Terre Haute, IN 47803 | Secretary | 20 | $30,458 |
| Jeffrey J Perry 120 S Fruitridge, Terre Haute, IN 47803 | Asst V-Presiden | 20 | $22,939 |
| Jennifer Perry 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $11,914 |
| Travis Norris 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $4,950 |
| Jennifer Norris 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $4,950 |
| Wesley Heck 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $4,950 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alice Ann Perry 120 S Fruitridge, Terre Haute, IN 47803 | President | 10 | $42,100 |
| Eston L Perry 120 S Fruitridge, Terre Haute, IN 47803 | V.Pres/Treas. | 20 | $36,720 |
| Jeffrey J Perry 120 S Fruitridge, Terre Haute, IN 47803 | Asst V-Presiden | 20 | $22,264 |
| Julie Heck 120 S Fruitridge, Terre Haute, IN 47803 | Secretary | 20 | $20,986 |
| Jennifer Perry 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $4,275 |
| Travis Norris 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $4,275 |
| Jennifer Norris 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $4,275 |
| Wesley Heck 120 S Fruitridge, Terre Haute, IN 47803 | Director | 1 | $4,275 |
Address and contacts
- Address (IRS master file)
- PO BOX 10182, TERRE HAUTE, IN 47801-0182
- Signed the 990-PF
- Jeff Perry, Director
- Phone
- (812) 239-1960
- Return prepared by
- SACKRIDER & COMPANY INC
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
- 23-7008034
- 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
- 1958
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,894,389
- Income (IRS master file)
- $1,941,968
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $614,499 | $747,657 | $6,894,389 | XML |
| 990-PF | December 2024 | $770,509 | $926,393 | $7,027,730 | XML |
| 990-PF | December 2023 | $634,181 | $763,320 | $7,183,512 | 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 23-7008034).
Questions about HOLLIE AND ANNA OAKLEY FOUNDATION INC
- What is the EIN of HOLLIE AND ANNA OAKLEY FOUNDATION INC?
- The employer identification number (EIN) of HOLLIE AND ANNA OAKLEY FOUNDATION INC is 23-7008034.
- Is HOLLIE AND ANNA OAKLEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to HOLLIE AND ANNA OAKLEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLLIE AND ANNA OAKLEY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLLIE AND ANNA OAKLEY FOUNDATION INC 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 HOLLIE AND ANNA OAKLEY FOUNDATION INC 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 HOLLIE AND ANNA OAKLEY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 9 received compensation from the organization, the highest $36,445 (Eston L Perry, Part-Year V.Pres/Treas.).
- How much revenue does HOLLIE AND ANNA OAKLEY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $614,499, expenses of $747,657 and total assets of $6,894,389 at year end.
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