Nonprofit · EIN 85-3183278
OAK RIDGE FOUNDATION
Tax-exempt · KNOXVILLE, TN 37902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $328,756 | $113,277 | $215,479 | $2,269,461 | $4,474 | $2,264,987 |
| September 30, 2024 | 990-PF | $396,041 | $2,713,575 | -$2,317,534 | $2,051,215 | $1,707 | $2,049,508 |
| September 30, 2023 | 990 | $813,331 | $258,535 | $554,796 | $4,368,613 | $1,571 | $4,367,042 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $250,000
- Interest
- $78,756
Expenses
- Grants and similar amounts paid
- $84,354
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $108,938
- Excise tax on investment income
- $1,093
Balance sheet and other
- Total assets, start of year
- $2,051,215
- Total assets, end of year
- $2,269,461
- Total liabilities, end of year
- $4,474
- Net assets, end of year
- $2,264,987
- Fair market value of assets
- $2,269,461
- Qualifying distributions
- $108,938
- Net investment income
- $78,756
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ROBERTO 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | PRESIDENT | 5 | $0 |
| SYLVIA DAVIS 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | SECRETARY & TREASURER | 3 | $0 |
| ROBERT VAN HOOK 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | CHAIRMAN | 0.5 | $0 |
| WILLIAM STAIR 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
| NICOLE PORTER 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
| MARK KECK 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
| DAVID KEIM 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ROBERTO 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | PRESIDENT | 5 | $0 |
| SYLVIA DAVIS 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | SECRETARY & TREASURER | 3 | $0 |
| ROBERT VAN HOOK 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | CHAIRMAN | 0.5 | $0 |
| WILLIAM STAIR 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
| NICOLE PORTER 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
| MARK KECK 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
| DAVID KEIM 1201 OAK RIDGE TURNPIKE 100, OAK RIDGE, TN 37830 | DIRECTOR | 0.5 | $0 |
990 for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT VAN HOOK | CHAIRMAN Trustee or director | 0.5 | $0 |
| WILLIAM STAIR | DIRECTOR Trustee or director | 0.5 | $0 |
| NICOLE PORTER | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFF SMITH- THRU 32823 | DIRECTOR Trustee or director | 0.5 | $0 |
| MARK KECK | DIRECTOR Trustee or director | 0.5 | $0 |
| JAMES ROBERTO | PRESIDENT Officer | 5 | $0 |
| SYLVIA DAVIS | SECRETARY & TREASURER Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 550 W MAIN ST STE 400, KNOXVILLE, TN 37902-2567
- In care of
- % WILLIAM E MASON
- Signed the 990-PF
- JAMES B ROBERTO, PRESIDENT
- Phone
- (865) 546-7311
- Website
- OAKRIDGEFOUNDATION.ORG
- Return prepared by
- LBMC PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 85-3183278
- 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
- 2022
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $2,269,461
- Income (IRS master file)
- $328,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $328,756 | $113,277 | $2,269,461 | XML |
| 990-PF | September 2024 | $396,041 | $2,713,575 | $2,051,215 | XML |
| 990 | September 2023 | $813,331 | $258,535 | $4,368,613 | XML |
| 990 | September 2022 | $1,403,051 | $22,266 | $3,813,921 | IRS |
| 990 | September 2021 | – | – | – | 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 85-3183278).
Questions about OAK RIDGE FOUNDATION
- What is the EIN of OAK RIDGE FOUNDATION?
- The employer identification number (EIN) of OAK RIDGE FOUNDATION is 85-3183278.
- Is OAK RIDGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to OAK RIDGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAK RIDGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAK RIDGE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK RIDGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of OAK RIDGE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does OAK RIDGE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $328,756, expenses of $113,277 and total assets of $2,269,461 at year end.
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All nonprofits in KNOXVILLE · Tennessee · Philanthropy, voluntarism and grantmaking foundations