Amy Heryford Ousley and James Heryford Ousley
Amy Heryford Ousley and James Heryford Ousley is a private foundation based in Dallas, Texas. Its educational fund provides scholarships for college-bound students from Klamath and Lake counties in Oregon to attend nonprofit colleges and universities in the United States.
Amy Heryford Ousley and James Heryford Ousley at a glance
In short: Amy Heryford Ousley and James Heryford Ousley gave $556K across 21 grants in 2025 (avg $26K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $556,000
- +11.5% vs 2024
- Grants made (2025)
- 21
- -12.5% vs 2024
- Average grant
- $26,476
- +27.5% vs 2024
- Median grant
- $11,400
- Total assets
- $11,201,548
- +5.0% vs 2024
- Primary geography
- Oregon (61% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Amy Heryford Ousley and James Heryford Ousley
- How to Apply
-
Students apply for a new or renewal scholarship using the appropriate application. The published requirements call for four years of attendance at a Klamath County high school and county residency during those years, as well as current Klamath County residency. The fund’s overview also describes scholarships for graduates of Lake County high schools.
- Review Cycle
- March 25, 2026, for the 2026–27 academic year; applications and attachments must be postmarked by that date.
- Deadline
- March 25, 2026, for the 2026–27 academic year; applications and attachments must be postmarked by that date.
- Contact
Application contact: Bonnie Lam Klamath Co Committee
Mailing address: P O Box 446, Klamath Falls, OR 97601
Phone: (541) 850-5966
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
2 open opportunities from Amy Heryford Ousley and James Heryford Ousley
Amy & James Heryford Ousley Educational Fund Scholarship
Amy Heryford Ousley and James Heryford Ousley
Amount
up to $3,000/year
Deadline
Deadline not published
The Amy Heryford Ousley and James Heryford Ousley Educational Fund Grant
Amy Heryford Ousley and James Heryford Ousley
Amount
Varies
Deadline
Deadline not published
Who Amy Heryford Ousley and James Heryford Ousley funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Oregon Institute of Technology ($294K across 2 grants). Together the top 10 received $442K.
Organizations only. It also paid 1 individual scholarship ($11,400), which are not listed by name.
Grant Size Distribution
131 grants across all recorded years
The most common grant size was under $50K: 126 grants of 131 (96%).
Geographic Focus
Where this funder awards grants
The scholarship program serves eligible students from Klamath and Lake counties, Oregon, attending nonprofit institutions anywhere in the United States. The 2025 grants went to institutions in multiple states; Oregon received 61% of grant dollars, Idaho 14%, Montana 6%, Arizona 4%, and California 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
How Amy Heryford Ousley and James Heryford Ousley gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $465K (2020) to $594K (2022). In 2025 it made 21 grants totaling $556K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Institute of Technology Klamath Falls, OR | Student Scholarships - | $278,000 |
| University of Idaho Moscow, ID | For Student Scholarships | $45,600 |
| Montana Technological University Butte, MT | For Student Scholarships | $22,800 |
| Oregon Institute of Technology Klamath Falls, OR | Student Scholarships - Lake | $15,800 |
| Sierra College Rocklin, CA | For Student Scholarships | $11,400 |
| Dickinson State University Dickinson, ND | For Student Scholarships | $11,400 |
| Oklahoma State University Stillwater, OK | For Student Scholarships | $11,400 |
| Frank Phillips College Borger, TX | For Student Scholarships | $11,400 |
| Carroll College Helena, MT | For Student Scholarships | $11,400 |
| College of Idaho Caldwell, ID | For Student Scholarships | $11,400 |
Ready to take the next step with Amy Heryford Ousley and James Heryford Ousley?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $11,201,548 | $1,286,995 | $761,978 | $556,000 | 21 | $648,277 | $1,180,074 | $675,767 |
| 2024 | $10,669,398 | $361,984 | $675,530 | $498,544 | 24 | $588,047 | $280,085 | $645,045 |
| 2023 | $10,312,573 | $-46,308 | $712,464 | $528,060 | 28 | $610,052 | $156,585 | $580,536 |
| 2022 | $10,729,744 | $2,304,654 | $759,071 | $594,000 | 33 | $676,297 | $2,208,123 | $610,656 |
| 2021 | $11,294,143 | $779,450 | $648,360 | $467,252 | 25 | — | $696,232 | $680,087 |
| 2020 | $9,719,217 | $808,931 | $603,794 | $465,000 | 28 | — | $769,738 | $540,895 |
Under IRS private-foundation payout rules, Amy Heryford Ousley and James Heryford Ousley reported a distributable amount of $676K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The fund uses its income to provide scholarships to graduates of Klamath and Lake County high schools attending nonprofit colleges or universities in the United States. Its website says recipients can receive up to $3,000 per year for four years, and sometimes for five years for specific programs.
The supported institutions include public and private nonprofit colleges, universities, community colleges, vocational schools, and technical schools. Among the 2025 grantees, Linfield University describes its own mission as advancing learning, life, and community through intellectual challenge and creativity; Willamette University says it connects liberal education with professional practice; and Carroll College describes itself as a Catholic, diocesan liberal arts college. These are the grantees’ descriptions of their missions.
Grantmaking
The foundation reported 21 grants totaling $556,000 in 2025. The median grant was $11,400; grants ranged from $11,400 to $278,000. Its largest 2025 awards included $278,000 to Oregon Institute of Technology for student scholarships, $45,600 to the University of Idaho for student scholarships, and $22,800 to Montana Technological University for student scholarships. It also gave $15,800 to Oregon Institute of Technology for student scholarships.
For its scholarship program, applicants must meet the applicable residency and high-school attendance requirements, demonstrate financial need, and enroll full time. The published 2025–26 requirements specify a 3.0 GPA or better for students, with lower minimums for continuing college students. The website says applications for the 2026–27 academic year are available online and through Klamath County high school counseling offices. Completed applications and attachments must be postmarked by March 25, 2026; decisions are typically announced by June 1.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Amy Heryford Ousley and James Heryford Ousley's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$102K (2022) → $122K (2025)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $122K, to Bank of America (Trustee).
Frequently asked questions about Amy Heryford Ousley and James Heryford Ousley
How much does Amy Heryford Ousley and James Heryford Ousley give each year?
Amy Heryford Ousley and James Heryford Ousley gave $556K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $499K across 24 grants.
What is Amy Heryford Ousley and James Heryford Ousley's typical grant size?
Amy Heryford Ousley and James Heryford Ousley's median grant in 2025 was $11,400, and its average grant was $26,476, across 21 grants on its 2025 IRS Form 990-PF.
Where does Amy Heryford Ousley and James Heryford Ousley give grants?
Amy Heryford Ousley and James Heryford Ousley gives mostly in Oregon: 61% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Idaho (14%) and Montana (6%). The most frequent recipient cities were Klamath Falls, OR (3 grants).
Does Amy Heryford Ousley and James Heryford Ousley give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on Amy Heryford Ousley and James Heryford Ousley's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "For Student Scholarships" (19 grants).
Who are Amy Heryford Ousley and James Heryford Ousley's largest grantees?
Amy Heryford Ousley and James Heryford Ousley's largest 2025 grantees include Oregon Institute of Technology ($293,800 across 2 grants), University of Idaho ($45,600) and Montana Technological University ($22,800), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($11,400), which are not listed by name. Together they received 65% of its itemized 2025 grant dollars.
How large is Amy Heryford Ousley and James Heryford Ousley?
Amy Heryford Ousley and James Heryford Ousley reported $11.2M in total assets on its 2025 IRS Form 990-PF. It paid out $648K in qualifying distributions that year, against a required minimum of $676K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Amy Heryford Ousley and James Heryford Ousley fund?
The fund uses its income to provide scholarships to graduates of Klamath and Lake County high schools attending nonprofit colleges or universities in the United States. Its website says recipients can receive up to $3,000 per year for four years, and sometimes for five years for specific programs. See mission & focus areas ↑
How do I apply for a grant from Amy Heryford Ousley and James Heryford Ousley?
Students apply for a new or renewal scholarship using the appropriate application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Amy Heryford Ousley and James Heryford Ousley's EIN?
Amy Heryford Ousley and James Heryford Ousley's EIN (Employer Identification Number) is 59-7271578. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Amy Heryford Ousley and James Heryford Ousley funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/amy-heryford-ousley-and-james-heryford-ousley-morg_b3856114504644dcb4a47b1845066e9f
BibTeX
@misc{grantable_597271578_2026,
author = {{Grantable}},
title = {{Amy Heryford Ousley and James Heryford Ousley funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/amy-heryford-ousley-and-james-heryford-ousley-morg_b3856114504644dcb4a47b1845066e9f},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Amy Heryford Ousley and James Heryford Ousley's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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