Nonprofit · EIN 58-1512615
ORAU FOUNDATION
Tax-exempt · OAK RIDGE, TN 37831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $4,885,638 | $949,913 | $3,935,725 | $68,754,964 | $0 | $68,754,964 |
| September 30, 2024 | 990 | $2,215,666 | $834,069 | $1,381,597 | $64,325,421 | $0 | $64,325,421 |
| September 30, 2023 | 990 | $1,852,479 | $808,287 | $1,044,192 | $52,602,761 | $0 | $52,602,761 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,885,638
- Net gain from sales of assets
- $2,807,846
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $421,566
- Other salaries and wages
- $418
- Salaries, compensation and benefits (total)
- $418
- Professional fundraising fees
- $0
- Accounting fees
- $11,500
- Travel
- $14,009
- Program services (functional)
- $421,566
- Management and general (functional)
- $528,347
Balance sheet and other
- Total assets, start of year
- $64,325,421
- Total assets, end of year
- $68,754,964
- Total liabilities, end of year
- $0
- Net assets, end of year
- $68,754,964
- Publicly traded securities
- $68,753,813
- Net assets without donor restrictions
- $68,754,964
- Gross receipts
- $29,884,274
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- TN
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J PHIL ANDREWS | TREASURER / SECRETARY Officer | 3 | $24,818 | $407,693 | $45,915 |
| RACHEL F LOKITZ | DIRECTOR Trustee or director | 0.3 | $0 | $420,444 | $32,200 |
| MEGHAN F MILLWOOD | PRESIDENT Officer | 0.3 | $0 | $362,911 | $44,050 |
| DR DEBORAH L CRAWFORD | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR REBEKAH K HERSCH | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR JULIE B JORDAN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR WILLIAM C HARRIS | CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| MR SAMUEL S VISNER | CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR MARTIN R WILLIAMSON | VICE CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| ASHLEY C STOWE | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARRY ANDERSON PAGE | PRESIDENT Officer | 0.3 | $0 | $774,999 | $43,839 |
| J PHIL ANDREWS | TREASURER/SECRETARY Officer | 0.8 | $7,392 | $379,323 | $44,428 |
| RACHEL F LOKITZ | DIRECTOR Trustee or director | 0.3 | $0 | $380,826 | $30,308 |
| KENNETH WILLIAM TOBIN | DIRECTOR Trustee or director | 0.3 | $0 | $327,577 | $25,193 |
| DR ANN C SAVOCA | CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR DEBORAH CRAWFORD | VICE CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR REBEKAH K HERSCH | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| KENNETH J RUETER | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| SAMUEL S VISNER | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR JULIE B JORDAN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARRY ANDERSON PAGE | PRESIDENT Officer | 0.3 | $0 | $648,066 | $40,628 |
| J PHIL ANDREWS | TREASURER/SECRETARY Officer | 0.3 | $5,778 | $351,875 | $42,004 |
| RACHEL F LOKITZ | DIRECTOR Trustee or director | 0.3 | $0 | $338,316 | $28,373 |
| KENNETH WILLIAM TOBIN | DIRECTOR Trustee or director | 0.3 | $0 | $261,287 | $23,167 |
| DR ANN C SAVOCA | CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR DEBORAH CRAWFORD | VICE CHAIR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR CORDELL M OVERBY | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR BRUCE E GNADE | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR JOSEPH HEPPERT | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
| DR JULIE B JORDAN | DIRECTOR Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 117, OAK RIDGE, TN 37831-0117
- Principal officer (990 for 2024)
- J PHIL ANDREWS, PO BOX 117, OAK RIDGE, TN 378310117
- Signed the 990
- J PHIL ANDREWS, TREASURER
- Phone
- (865) 347-4630
- Website
- WWW.ORAU.ORG
- Return prepared by
- LBMC PC
Mission
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.
Program accomplishments
- 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.Expenses $285,052 · grants $285,052
- 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.Expenses $136,514 · grants $136,514
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 58-1512615
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1981
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $68,754,964
- Income (IRS master file)
- $29,884,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $4,885,638 | $949,913 | $68,754,964 | XML |
| 990 | September 2024 | $2,215,666 | $834,069 | $64,325,421 | XML |
| 990 | September 2023 | $1,852,479 | $808,287 | $52,602,761 | XML |
| 990 | September 2022 | $2,583,989 | $696,004 | $44,007,613 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | 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 58-1512615).
Questions about ORAU FOUNDATION
- What is the EIN of ORAU FOUNDATION?
- The employer identification number (EIN) of ORAU FOUNDATION is 58-1512615.
- Is ORAU FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to ORAU FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ORAU FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORAU FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORAU FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ORAU FOUNDATION?
- The 990 for the year ended September 30, 2025 names J PHIL ANDREWS.
- Who are the officers and directors of ORAU FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $24,818 (J PHIL ANDREWS, TREASURER / SECRETARY).
- How much revenue does ORAU FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $4,885,638, expenses of $949,913 and total assets of $68,754,964 at year end.
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