Amy Heryford Ousley and James Heryford Ousley
The Amy Heryford Ousley and James Heryford Ousley Educational Fund is a private foundation established in 2005 following the death of James Heryford Ousley. The foundation is based in Dallas, Texas and operates as a 501(c)(3) organization dedicated to supporting higher education through scholarship awards.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.7M
+3.5% YoY
Annual Giving
$499K
-5.6% YoY
Grant Count
24
-14.3% YoY
Avg Grant Size
$21K
+10.1% YoY
Under IRS private-foundation payout rules, Amy Heryford Ousley and James Heryford Ousley reported a distributable amount of $645K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation provides scholarships for graduates of Klamath and Lake County high schools who are attending nonprofit colleges or universities in the United States. The fund's primary focus is education and supporting access to higher education for students from its designated geographic region.
Grantmaking
Over ten-plus years of scholarship awards, the foundation has distributed more than $2.5 million to Klamath County college students.
Review Cycle
for completed applications: March 25 (must be postmarked by this date)
How to Apply
**
Ready to take the next step with Amy Heryford Ousley and James Heryford Ousley?
Geographic Focus
Where this funder awards grants
The foundation primarily funds students from:
- Klamath County, Oregon
- Lake County, Oregon
Scholarships support attendance at any nonprofit college or university in the United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $11,201,548
- Total Annual Giving: $556,000 (based on most recent filing)
- Initial Fund Value (2005): $6.5 million
- Cumulative Scholarships Awarded: More than $2.5 million over ten-plus years
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,669,398 | $10,312,573 | $10,729,744 |
| Revenue | $361,984 | $-46,308 | $2,304,654 |
| Expenses | $675,530 | $712,464 | $759,071 |
| Qualifying Distributions | $588,047 | $610,052 | $676,297 |
| Net Investment Income | $280,085 | $156,585 | $2,208,123 |
| Distributable Amount | $645,045 | $580,536 | $610,656 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
138 grants across all recorded years
Open Grants
1 open opportunity from Amy Heryford Ousley and James Heryford Ousley
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oregon Institute of Technology ($249,272), Oregon Institute of Technology ($11,672), George Fox University ($10,800).
| Recipient | Purpose | Amount |
|---|---|---|
| GEORGE FOX UNIVERSITY NEWBERG, OR | COLLEGE SCHOLARSHIP | $10,800 |
| LINFIELD UNIVERSITY MCMINNVILLE, OR | COLLEGE SCHOLARSHIP | $10,800 |
| UNIVERSITY OF IDAHO MOSCOW, ID | COLLEGE SCHOLARSHIP | $10,800 |
| WASHINGTON STATE UNIVERSITY PULLMAN, WA | COLLEGE SCHOLARSHIP | $10,800 |
| WILLAMETTE UNIVERSITY SALEM, OR | COLLEGE SCHOLARSHIP | $10,800 |
| CORBAN UNIVERSITY SALEM, OR | COLLEGE SCHOLARSHIP | $10,800 |
| WEST TEXAS A&M UNIVERSITY CANYON, TX | COLLEGE SCHOLARSHIP | $10,800 |
| OREGON INSTITUTE OF TECHNOLOGY KLAMATH FALLS, OR | COLLEGE SCHOLARSHIPS | $249,272 |
| OREGON INSTITUTE OF TECHNOLOGY KLAMATH FALLS, OR | COLLEGE SCHOLARSHIPS | $11,672 |
| WEST TEXAS A&M UNIVERSITY CANYON, TX | COLLEGE SCHOLARSHIP | $10,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $112,621 |
Contact Information
Mailing Address: Ousley Scholarship Committee PO Box 446 Klamath Falls, OR 97601
Email: ousleyedfund@aol.com
Online: The foundation maintains a website at ousleyedfund.org and a Facebook presence.
Frequently Asked Questions
What does Amy Heryford Ousley and James Heryford Ousley fund?
The foundation provides scholarships for graduates of Klamath and Lake County high schools who are attending nonprofit colleges or universities in the United States. The fund's primary focus is education and supporting access to higher education for students from its designated geographic region.
How do I apply for a grant from Amy Heryford Ousley and James Heryford Ousley?
**Award Structure:** • Students can receive up to $3,000 per year for 4 years of college • Some specific programs may extend awards for up to 5 years **Total Distribution:** Over ten-plus years of scholarship awards, the foundation has distributed more than $2.5 million to Klamath County college students. **Application Process:** • Applications become available January 15 • Deadline for completed applications: March 25 (must be postmarked by this date) • Decisions are typically made by June 1 •…
Where does Amy Heryford Ousley and James Heryford Ousley make grants?
The foundation primarily funds students from: • Klamath County, Oregon • Lake County, Oregon Scholarships support attendance at any nonprofit college or university in the United States.
What size grants does Amy Heryford Ousley and James Heryford Ousley award?
In 2024, Amy Heryford Ousley and James Heryford Ousley awarded 24 grants totaling $499K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Amy Heryford Ousley and James Heryford Ousley required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Amy Heryford Ousley and James Heryford Ousley reported a distributable amount of $645K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Amy Heryford Ousley and James Heryford Ousley's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Amy Heryford Ousley and James Heryford Ousley on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Amy Heryford Ousley and James Heryford Ousley to a real strategy.