Totals
- Total revenue
- $2,215,666
- Total expenses
- $834,069
- Contributions and grants received
- $0
- Grants paid
- $387,842
- Program service revenue
- $0
- Investment income
- $2,215,666
- Other revenue
- $0
- Total assets, end of year
- $64,325,421
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $64,325,421
- Program services expenses (Part IX)
- $387,842
- Management and general expenses
- $446,227
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $387,842
Program services were 46.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $1,811,531 · excluded $1,811,531
-
7a · Gross sales of assets other than inventory
securities $30,388,143
-
7b · Less cost or other basis and sales expenses
securities $29,984,008
-
7c · Gain or loss
securities $404,135
-
7d · Net gain or loss
total $404,135 · excluded $404,135
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $256,930 · program services $256,930
-
2 · Grants to domestic individuals
total $130,912 · program services $130,912
-
7 · Other salaries and wages
total $1,773 · management and general $1,773
-
9 · Other employee benefits
total $361 · management and general $361
-
11a · Fees: management
total $236,062 · management and general $236,062
-
11c · Fees: accounting
total $9,678 · management and general $9,678
-
11f · Fees: investment management
total $106,978 · management and general $106,978
-
17 · Travel
total $1,741 · management and general $1,741
-
24a · Other expenses: GA-OCS
total $48,639 · management and general $48,639
-
24b · Other expenses: OVERHEAD - OCS
total $25,116 · management and general $25,116
-
24c · Other expenses: MATERIALS & SUPPLIES
total $7,963 · management and general $7,963
-
24d · Other expenses: INTERNAL SERVICES USAGE
total $5,174 · management and general $5,174
-
24e · All other expenses
total $2,742 · management and general $2,742
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,391 · end of year $1,271
-
11 · Investments: publicly traded securities
beginning of year $52,601,370 · end of year $64,324,150
-
27 · Net assets without donor restrictions
beginning of year $52,602,761 · end of year $64,325,421
Mission and programs · 2023
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.
Activities or mission (Part I)
PROMOTE HIGHER SCIENTIFIC EDUCATION.
-
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.
Expenses $130,912 · Grants $130,912
-
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.
Expenses $256,930 · Grants $256,930
As filed on the 2023 return.
Listed in Part VII
-
Rachel F LokitzRACHEL F LOKITZ
DIRECTOR
- Total calculated
- $411,134
- From this org
- $0
- From related orgs
- $380,826
- Other
- $30,308
- Hours/week
- 0.3
Schedule J breakdown matched by us
- Base
- $0 + $309,240 related
- Bonus
- $0 + $71,586 related
- Other
- $0
- Deferred
- $0 + $30,308 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $411,134 related
-
Dr Ann C SavocaDR ANN C SAVOCA
CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Dr Deborah CrawfordDR DEBORAH CRAWFORD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Dr Rebekah K HerschDR REBEKAH K HERSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Kenneth William TobinKENNETH WILLIAM TOBIN
DIRECTOR
- Total calculated
- $352,770
- From this org
- $0
- From related orgs
- $327,577
- Other
- $25,193
- Hours/week
- 0.3
Schedule J breakdown matched by us
- Base
- $0 + $254,304 related
- Bonus
- $0 + $73,273 related
- Other
- $0
- Deferred
- $0 + $25,193 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $352,770 related
-
Kenneth J RueterKENNETH J RUETER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Samuel S VisnerSAMUEL S VISNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Dr Julie B JordanDR JULIE B JORDAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Harry Anderson PageHARRY ANDERSON PAGE
PRESIDENT
- Total calculated
- $818,838
- From this org
- $0
- From related orgs
- $774,999
- Other
- $43,839
- Hours/week
- 0.3
Schedule J breakdown matched by us
- Base
- $0 + $552,597 related
- Bonus
- $0 + $222,402 related
- Other
- $0
- Deferred
- $0 + $33,000 related
- Nontaxable benefits
- $0 + $10,839 related
- Filer's total
- $0 + $818,838 related
-
J Phil AndrewsJ PHIL ANDREWS
TREASURER/SECRETARY
- Total calculated
- $431,143
- From this org
- $7,392
- From related orgs
- $379,323
- Other
- $44,428
- Hours/week
- 0.8
Schedule J breakdown matched by us
- Base
- $7,392 + $282,419 related
- Bonus
- $0 + $96,904 related
- Other
- $0
- Deferred
- $0 + $28,975 related
- Nontaxable benefits
- $0 + $15,453 related
- Filer's total
- $7,392 + $423,751 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- HARRY ANDERSON PAGE $25,000
- PART I, LINE 7
- SATISFACTION OF GOALS
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
$150,000
RESEARCH GRANT
-
PENNSYLVANIA STATE UNIVERSITY
$75,000
RESEARCH GRANT
-
THE UNIVERSITY OF TENNESSEE
$28,915
RESEARCH GRANT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
OAK RIDGE ASSOCIATED UNIVERSITIES INC
501(C)(3) · RESEARCH AND DEVELOPMENT PROGRAMS IN SCIENCE/ENGINEERING EDUCATION · TN
Directly controlled by OAK RIDGE ASSOCIATED UNIVERSITIES INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202532209349300108
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