Oak Ridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OAK RIDGE, TN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 1 grants totaling $2.7M. Net investment income was $146K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
-53.0% YoY
Annual Giving
$2.7M
+1117.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.7M
+1117.1% YoY
Under IRS private-foundation payout rules, Oak Ridge Foundation reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.
About Oak Ridge Foundation
Based on IRS filings
Oak Ridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OAK RIDGE, TN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 1 grants totaling $2.7M. Net investment income was $146K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,051,215 | $4,368,613 | $3,813,921 |
| Revenue | $396,041 | $813,331 | $1,403,051 |
| Expenses | $2,713,575 | $258,535 | $22,266 |
| Qualifying Distributions | $2,713,428 | — | — |
| Net Investment Income | $145,894 | $113,331 | $3,051 |
| Distributable Amount | $134,500 | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ut-battelle Development Corporation ($2,689,808).
| Recipient | Purpose | Amount |
|---|---|---|
| UT-BATTELLE DEVELOPMENT CORPORATION OAK RIDGE, TN | STEM EDUCATION AND OUTREACH | $2,689,808 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES ROBERTO | PRESIDENT | 5 | — |
| SYLVIA DAVIS | SECRETARY & TREASURER | 3 | — |
| ROBERT VAN HOOK | CHAIRMAN | 0.5 | — |
| WILLIAM STAIR | DIRECTOR | 0.5 | — |
| NICOLE PORTER | DIRECTOR | 0.5 | — |
| MARK KECK | DIRECTOR | 0.5 | — |
| DAVID KEIM | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oak Ridge Foundation?
Oak Ridge Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OAK RIDGE, TN. It holds $2.1M in total assets as of 2024.
How large is Oak Ridge Foundation?
As of 2024, Oak Ridge Foundation holds $2.1M in total assets with $396K in annual revenue. It awarded 1 grants totaling $2.7M in 2024.
Where does Oak Ridge Foundation operate?
Oak Ridge Foundation has awarded grants in Tennessee.
What size grants does Oak Ridge Foundation award?
In 2024, Oak Ridge Foundation awarded 1 grants totaling $2.7M — an average of about $2.7M per grant, based on its IRS Form 990 filings.
How much is Oak Ridge Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oak Ridge Foundation reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oak Ridge Foundation's EIN?
Oak Ridge Foundation's EIN (Employer Identification Number) is 85-3183278. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Oak Ridge Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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