Hollie & Anna Oakley Foundation Inc
Hollie & Anna Oakley Foundation Inc is a private foundation based in Terre Haute, Indiana. It supports religious, educational, and charitable purposes, with its own website describing a primary focus in the Wabash Valley and considering grants for projects that significantly impact west-central Indiana.
Key facts about Hollie & Anna Oakley Foundation Inc
In short: Hollie & Anna Oakley Foundation Inc gave $512K across 15 grants in 2025 (avg $34K), mostly in Indiana. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 23-7008034
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $512,100
- Grants made (2025)
- 15
- Average grant
- $34,140
- Median grant
- $15,000
- New grantees (estimate)
- 29% first-time grantees (4 of 14, 2025; small sample)
- Total assets
- $6,894,389
- Primary geography
- Indiana (91% of itemized 2025 grant dollars)
- How to apply
- Submit a grant application through the foundation’s application process. Full details ↓
- Deadline
- The website lists quarterly application due dates of January 10, April 10, July 10, and October 10.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.9M
-1.9% YoY
Annual Giving
$512K
-24.9% YoY
Grant Count
15
-21.1% YoY
Avg Grant Size
$34K
-4.9% YoY
Under IRS private-foundation payout rules, Hollie & Anna Oakley Foundation Inc reported a distributable amount of $755K for 2025 — the minimum it must pay out in qualifying distributions.
Is Hollie & Anna Oakley Foundation Inc open to new grantees?
29%
first-time grantees, 2025
In 2025, 4 of 14 grantees (29%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $19K; repeat grants $39K. How we count
Medians: $11K first-time, $20K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated mission is to promote religious, educational, and charitable purposes. Its 2025 grants included support for art and museum upkeep, scholarships, youth programming, park development, and general or unrestricted purposes.
Among the organizations it supported in 2025, Indiana State University Foundation described its mission as securing and preserving private resources for the betterment of the university and its students. reTHink Inc said it works to empower the community to live healthier, more sustainable lives. Terre Haute Children’s Museum described itself as an educational and cultural facility for young people that encourages curiosity through hands-on activities.
Grantmaking
In 2025, the foundation made 15 grants totaling $512,100. Awards ranged from $1,600 to $163,000, with a median grant of $15,000. Notable awards included $163,000 to Art Spaces Inc for art and upkeep; $100,000 to Swope Art Museum for “Assessability”; $50,000 each to Indiana State University Foundation for scholarships and Shepherds of Griffin Bike Park for clubhouse additions; and $25,000 each to Optimist International Foundation for unrestricted support, reTHink Inc for youth programming, and Wabash River Development & Beautification Inc for beautification and development.
The foundation’s website says applications may be submitted at any time and that its board reviews suitable applications at quarterly meetings. The foundation’s 2025 filing says applicants should submit a letter explaining the need and intended use of the grant. Awards are restricted to tax-exempt entities under section 501(c)(3).
Review Cycle
The website lists quarterly application due dates of January 10, April 10, July 10, and October 10. The 2025 filing lists April 10, July 10, October 10, and December 10. The next date on these schedules is October 10, 2026.
How to Apply
Submit a grant application through the foundation’s application process. The filing describes the requested materials as a letter setting forth the reasons for need and the purpose for which the grant would be used.
Open Grants
1 open opportunity from Hollie & Anna Oakley Foundation Inc
Ready to take the next step with Hollie & Anna Oakley Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation’s website identifies West Central Indiana and East Central Illinois as its service area and says requests from organizations that do not serve those areas will not be considered. It also says grant awards are considered for projects significantly impacting west-central Indiana. In 2025, 91% of grant dollars went to recipients in Indiana, 5% to Missouri, 2% to Illinois, and 2% to Texas.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $437K (2020) to $682K (2024). In 2025 it made 15 grants totaling $512K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Art Spaces Inc ($163K). Together the top 10 received $436K.
Organizations only. It also paid 1 individual scholarship ($50,000), which are not listed by name.
Grant Size Distribution
83 grants across all recorded years
The most common grant size was under $50K: 57 grants of 83 (69%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Art Spaces Inc Terre Haute, IN | Art and Upkeep | $163,000 |
| Swope Art Museum Terre Haute, IN | Assessability | $100,000 |
| 1 individual scholarship Recipients not named | — | $50,000 |
| Shepherds of Griffin Bike Park Terre Haute, IN | Club House Additions | $50,000 |
| Optimist International Foundation Saint Louis, MO | Unrestricted | $25,000 |
| ReThink Inc Terre Haute, IN | Youth Programming | $25,000 |
| Wabash River Development & Beautification Inc Terre Haute, IN | Beautification & Development | $25,000 |
| Terre Haute Symphony Orchestra Terre Haute, IN | Unrestricted | $15,000 |
| Team of Mercy Inc Terre Haute, IN | Unrestricted | $12,500 |
| Chances for Youth Inc Terre Haute, IN | Unrestricted | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $6,894,389 | $614,499 | $747,657 | $512,100 | 15 |
| 2024 | $7,027,730 | $770,509 | $926,393 | $682,150 | 19 |
| 2023 | $7,183,512 | $634,181 | $763,320 | $551,900 | 15 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,894,389 | $7,027,730 | $7,183,512 |
| Revenue | $614,499 | $770,509 | $634,181 |
| Expenses | $747,657 | $926,393 | $763,320 |
| Qualifying Distributions | $588,640 | $787,559 | $647,146 |
| Net Investment Income | $556,551 | $722,859 | $584,027 |
| Distributable Amount | $754,753 | $701,129 | $607,462 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jennifer Perry, Alice Ann Perry, Eston L Perry, Julie Heck, Jeffrey J Perry, Travis Norris, Jennifer Norris, Wesley Heck, and Annie Heck as officers or directors. Several held part-year officer or director roles during the filing year.
Hollie & Anna Oakley Foundation Inc is led by Alice Ann Perry, Part-Year President & Director since 2025 (on filings since 2020); all 9 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alice Ann Perry
Part-Year President & Director
President → Part-Year President & Director, 2025
On filings since 2020
10 hrs/week
$41K (2020) → $14K (2025)
Jeffrey J Perry
Part-Year V-President, Assistant & Treasurer
Assistant V-Presiden → Part-Year V-President, Assistant & Treasurer, 2025
On filings since 2020
20 hrs/week
$21K (2020) → $22K (2025)
Jennifer Norris
Director & Part-Year President
Director → Director & Part-Year President, 2025
On filings since 2020
1 hr/week
$3K (2020) → $21K (2025)
Jennifer Perry
Director
On filings since 2020
1 hr/week
$3K (2020) → $4K (2025)
Julie Heck
Part-Year Secretary & Director
Secretary → Part-Year Secretary & Director, 2025
On filings since 2020
20 hrs/week
$20K (2020) → $35K (2025)
Travis Norris
Director
On filings since 2020
1 hr/week
$3K (2020) → $4K (2025)
Wesley Heck
Part-Year Director & Secretary
Director → Part-Year Director & Secretary, 2025
On filings since 2020
1 hr/week
$3K (2020) → $5K (2025)
Annie Heck
Director
New on the 2025 filing
1 hr/week
$4K (2025)
Eston L Perry
Part-Year V.pres & Treasurer
V.pres & Treasurer → Part-Year V.pres & Treasurer, 2025
On filings since 2020
20 hrs/week
$36K (2020) → $36K (2025)
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 $36K, to Eston L Perry (Part-Year V.Pres/Treas.). 9 officers or directors reported compensation on that filing.
Contact
Application contact: Hollie And Anna Oakley Foundation I
Mailing address: 120 S Fruitridge Ave, Terre Haute, IN 47803
Phone: (812) 232-4437
Website: https://oakleyfoundation.org
Frequently asked questions about Hollie & Anna Oakley Foundation Inc
How much does Hollie & Anna Oakley Foundation Inc give each year?
Hollie & Anna Oakley Foundation Inc gave $512K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $682K across 19 grants.
What is Hollie & Anna Oakley Foundation Inc's typical grant size?
Hollie & Anna Oakley Foundation Inc's median grant in 2025 was $15,000, and its average grant was $34,140, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hollie & Anna Oakley Foundation Inc that year got $19K on average.
Where does Hollie & Anna Oakley Foundation Inc give grants?
Hollie & Anna Oakley Foundation Inc gives mostly in Indiana: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Terre Haute, IN (9 grants).
Does Hollie & Anna Oakley Foundation Inc give general operating support?
Yes: 40% of Hollie & Anna Oakley Foundation Inc's 2025 grants with a stated purpose (6 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hollie & Anna Oakley Foundation Inc's largest grantees?
Hollie & Anna Oakley Foundation Inc's largest 2025 grantees include Art Spaces Inc ($163,000), Swope Art Museum ($100,000) and Shepherds of Griffin Bike Park ($50,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($50,000), which are not listed by name. Together they received 61% of its itemized 2025 grant dollars.
How large is Hollie & Anna Oakley Foundation Inc?
Hollie & Anna Oakley Foundation Inc reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $589K in qualifying distributions that year, against a required minimum of $755K (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 Hollie & Anna Oakley Foundation Inc fund?
The foundation’s stated mission is to promote religious, educational, and charitable purposes. Its 2025 grants included support for art and museum upkeep, scholarships, youth programming, park development, and general or unrestricted purposes. See mission & focus areas ↑
How do I apply for a grant from Hollie & Anna Oakley Foundation Inc?
Submit a grant application through the foundation’s application process. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Hollie & Anna Oakley Foundation Inc's EIN?
Hollie & Anna Oakley Foundation Inc's EIN (Employer Identification Number) is 23-7008034. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Hollie & Anna Oakley Foundation Inc by hand.
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