Oatey Foundation
Oatey Foundation is a private foundation based in Cleveland, Ohio. Its 2025 filing reports grants to charitable organizations, with most grant dollars going to recipients in Ohio.
Oatey Foundation at a glance
In short: Oatey Foundation gave $575K across 24 grants in 2025 (avg $24K), mostly in Ohio. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $575,000
- -16.6% vs 2024
- Grants made (2025)
- 24
- -25.0% vs 2024
- Average grant
- $23,958
- +11.2% vs 2024
- Median grant
- $10,000
- Total assets
- $8,673,563
- +32.1% vs 2024
- New grantees (estimate)
- 17% first-time grantees (4 of 24, 2025; small sample)
- Primary geography
- Ohio (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Oatey Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 20600 Emerald Parkway, Cleveland, OH 44135
Phone: (216) 267-7100
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Oatey Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Community West Foundation ($200K). Together the top 10 received $492K.
Grant Size Distribution
160 grants across all recorded years
The most common grant size was under $50K: 138 grants of 160 (86%).
Geographic Focus
Where this funder awards grants
In 2025, 93% of grant dollars went to recipients in Ohio, 5% to Tennessee, 1% to Wyoming and 1% to Michigan.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
Cities
Is Oatey Foundation open to new grantees?
17%
first-time grantees, 2025
In 2025, 4 of 24 grantees (17%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $29K; repeat grants $23K. How we count
Medians: $28K first-time, $10K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 137% of its IRS minimum distribution (the 5% rule). 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $532K (2022) to $819K (2020). In 2025 it made 24 grants totaling $575K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community West Foundation Westlake, OH | General Support | $200,000 |
| Velosano Cleveland, OH | General Support | $55,000 |
| Metrohealth Foundation Cleveland, OH | General Support | $50,000 |
| Greater Cleveland Partnership Cleveland, OH | GE | $50,000 |
| Living Waters for the World Spring Hill, TN | General Support | $30,000 |
| Youth Challenge Westlake, OH | General Support | $30,000 |
| Cleveland Water Alliance Cleveland, OH | General Support | $25,000 |
| YMCA of Greater Cleveland Cleveland, OH | General Support | $25,000 |
| Achievement Centers for Children Highland Hills, OH | General Support | $14,000 |
| Rock & Roll Hall of Fame & Museum Cleveland, OH | General Support | $12,500 |
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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 | $8,673,563 | $3,164,273 | $630,808 | $575,000 | 24 | $575,150 | $1,380,476 | $419,601 |
| 2024 | $6,564,436 | $734,891 | $740,857 | $689,250 | 32 | $689,400 | $293,947 | $390,920 |
| 2023 | $6,698,340 | $1,926,148 | $641,848 | $598,250 | 27 | $598,325 | $770,268 | $314,219 |
| 2022 | $6,025,087 | $69,668 | $599,858 | $532,250 | 36 | $532,535 | $97,138 | $323,811 |
| 2021 | $6,555,887 | $1,341,871 | $754,131 | $680,250 | 41 | $681,150 | $660,439 | $355,954 |
| 2020 | $5,981,019 | $1,630,840 | $885,499 | $818,650 | 34 | — | $955,686 | $288,969 |
Under IRS private-foundation payout rules, Oatey Foundation reported a distributable amount of $420K 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
No foundation mission is stated in the available information. The 2025 recipients illustrate a range of organizational missions: Community West Foundation says it advances community health and well-being; Greater Cleveland Partnership describes its work as mobilizing leadership and resources to promote regional growth and prosperity; and Living Waters for the World says it trains and supports mission teams working to provide sustainable access to clean water.
Other 2025 recipients describe work in adapted sports and social growth for young people with physical disabilities (Youth Challenge), development of a Great Lakes water economy (Cleveland Water Alliance), attracting sporting events to benefit Greater Cleveland (Greater Cleveland Sports Commission), protecting at-risk children and supporting families (Providence House), and developing civic leaders (Cleveland Leadership Center).
Grantmaking
In 2025, the foundation made 24 grants totaling $575,000. Grants ranged from $2,500 to $200,000, with a median of $10,000. Its largest reported grants included $200,000 to Community West Foundation, $55,000 to VeloSano, $50,000 each to MetroHealth Foundation and Greater Cleveland Partnership, and $30,000 each to Living Waters for the World and Youth Challenge. The listed grants to VeloSano, MetroHealth Foundation, Greater Cleveland Partnership, Living Waters for the World and Youth Challenge were for general support, as were the other listed grants except Greater Cleveland Partnership’s purpose, which is reported as “GE.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kelsey McMillan as trustee and president; Lisa Oatey as trustee and secretary; Gavin McMillan as trustee and vice president; and Mason Oatey as trustee and treasurer. It also lists William Oatey, Gary Oatey Sr, Nancy McMillan and Gehry Oatey Jr as trustees.
Oatey Foundation is led by Kelsey McMillan, Trustee & President on the 2025 filing; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kelsey McMillan
Trustee & President
New on the 2025 filing
0.1 hrs/week
No compensation reported
Gary Oatey Sr.
Trustee
Trustee & Vice President → Trustee, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
Nancy McMillan
Trustee
Trustee & Secretary → Trustee, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
William Oatey
Trustee
Trustee, President & Treasurer → Trustee, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
Gavin McMillan
Trustee & Vice President
New on the 2025 filing
0.1 hrs/week
No compensation reported
Gehry Oatey Jr.
Trustee
New on the 2025 filing
0.1 hrs/week
No compensation reported
Lisa Oatey
Trustee & Secretary
New on the 2025 filing
0.1 hrs/week
No compensation reported
Mason Oatey
Trustee & Treasurer
New on the 2025 filing
0.1 hrs/week
No compensation reported
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.
Frequently asked questions about Oatey Foundation
How much does Oatey Foundation give each year?
Oatey Foundation gave $575K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $689K across 32 grants.
What is Oatey Foundation's typical grant size?
Oatey Foundation's median grant in 2025 was $10,000, and its average grant was $23,958, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Oatey Foundation that year got $29K on average.
Where does Oatey Foundation give grants?
Oatey Foundation gives mostly in Ohio: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (5%). The most frequent recipient cities were Cleveland, OH (16 grants), Westlake, OH (2 grants) and Beechwood, OH (2 grants).
Does Oatey Foundation give general operating support?
Yes: 96% of Oatey Foundation's 2025 grants with a stated purpose (23 of 24) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Oatey Foundation's largest grantees?
Oatey Foundation's largest 2025 grantees include Community West Foundation ($200,000), Velosano ($55,000) and Metrohealth Foundation ($50,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is Oatey Foundation?
Oatey Foundation reported $8.7M in total assets on its 2025 IRS Form 990-PF. It paid out $575K in qualifying distributions that year, against a required minimum of $420K (roughly 5% of its investment assets).
What does Oatey Foundation fund?
No foundation mission is stated in the available information. See mission & focus areas ↑
How do I apply for a grant from Oatey Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Oatey Foundation's EIN?
Oatey Foundation's EIN (Employer Identification Number) is 86-6314738. IRS Form 990 filing data is available on this page for 2020–2025.
Does Oatey Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Explore Open Grants
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Cite this profile
Grantable. (2026). Oatey Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/oatey-foundation-morg_fede69fe28f84f109dfa1196d3464629
BibTeX
@misc{grantable_866314738_2026,
author = {{Grantable}},
title = {{Oatey Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oatey-foundation-morg_fede69fe28f84f109dfa1196d3464629},
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 Oatey Foundation'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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