2024-06-12T14:38:39-05:00 2023-09-30 621199757 LBMC PC 2095 LAKESIDE CENTRE WAY SUITE 220 KNOXVILLE TN 37922 990 2022-10-01 853183278 OAK RIDGE FOUNDATION OAKR 8655467311 1201 OAK RIDGE TURNPIKE 100 OAK RIDGE TN 37830 JAMES B ROBERTO PRESIDENT 8655467311 2024-06-10 1 JAMES ROBERTO 999009999 1 MARK B WATERS CPA P00573714 8656919000 2024-06-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES B ROBERTO 1201 OAK RIDGE TURNPIKE 100 OAK RIDGE TN 37830 4769792 0 X N/A X 2020 TN THE FOUNDATION WILL SUPPORT AND FOSTER SCIENTIFIC AND EDUCATIONAL ENDEAVORS ALIGNED WITH THE MISSIONS OF OAK RIDGE NATIONAL LABORATORY (ORNL") AND THE U.S. DEPARTMENT OF ENERGY ("DOE") AND THE ECONOMIC, ENERGY AND NATIONAL SECURITY INTERESTS OF THE UNITED STATES. 5 5 0 8 0 0 1400000 700000 0 0 3051 113331 0 0 1403051 813331 0 221000 0 0 0 0 0 0 0 22266 37535 22266 258535 1380785 554796 3813921 4368613 1675 1571 3812246 4367042 THE FOUNDATION WILL SUPPORT AND FOSTER SCIENTIFIC AND EDUCATIONAL ENDEAVORS ALIGNED WITH THE MISSIONS OF OAK RIDGE NATIONAL LABORATORY (ORNL") AND THE U.S. DEPARTMENT OF ENERGY ("DOE") AND THE ECONOMIC, ENERGY AND NATIONAL SECURITY INTERESTS OF THE UNITED STATES. 0 0 221000 221000 THE FOUNDATION WILL SUPPORT AND FOSTER SCIENTIFIC AND EDUCATIONAL ENDEAVORS ALIGNED WITH THE MISSIONS OF OAK RIDGE NATIONAL LABORATORY (ORNL") AND THE U.S. DEPARTMENT OF ENERGY ("DOE") AND THE ECONOMIC, ENERGY AND NATIONAL SECURITY INTERESTS OF THE UNITED STATES. N/A N/A 221000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 TN X SYLVIA DAVIS 8655467311 1201 OAK RIDGE TURNPIKE OAK RIDGE TN 37830 X ROBERT VAN HOOK CHAIRMAN 0.50 X 0 0 0 WILLIAM STAIR DIRECTOR 0.50 X 0 0 0 NICOLE PORTER DIRECTOR 0.50 X 0 0 0 JEFF SMITH- THRU 32823 DIRECTOR 0.50 X 0 0 0 MARK KECK DIRECTOR 0.50 X 0 0 0 JAMES ROBERTO PRESIDENT 5.00 X 0 0 0 SYLVIA DAVIS SECRETARY & TREASURER 3.00 X 0 0 0 0 0 0 0 0 0 0 0 700000 700000 119792 119792 3950000 3956461 -6461 -6461 -6461 813331 0 0 113331 221000 221000 27778 27778 6500 6500 13 13 799 799 2433 2433 BANK CHARGES 12 12 258535 221000 37535 0 419804 411125 700931 3256839 1400000 700000 609 649 1292577 3813921 4368613 1675 1571 1675 1571 X 212246 288042 3600000 4079000 3812246 4367042 3813921 4368613 554796 0 X X 0 1 X 1 0 X 2425000 1400000 700000 4525000 2425000 1400000 700000 4525000 4432172 92828 3051 113331 116382 4641382 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 813331 0 813331 0 813331 258535 0 258535 0 258535 PART X, LINE 2: THE FOUNDATION FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION ("ASC") GUIDANCE FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION HAS NOT RECOGNIZED ANY TAX RELATED INTEREST OR PENALTIES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES A U.S. FEDERAL INFORMATION TAX RETURN ANNUALLY. 1 UT BATTELLE DEVELOPMENT CORPORATION 1201 OAK RIDGE TURNPIKE 100 OAK RIDGE TN 37830 621867598 501C (3) 221000 0 STEM EDUCATION AND OUTREACH 1 PART I, LINE 2: THE BOARD OF DIRECTIONS DECIDES WHO RECEIVES THE FUNDS, FOLLOWING THE DONOR'S INTENT IF RESTRICTIONS HAVE BEEN PLACED ON THE FUNDS. ONCE FUNDS ARE APPROVED FOR DISTRIBUTION BY THE BOARD, THE BOARD RECEIVES PROGRESS REPORTS FROM THE GRANTEE. THE SECRETARY/TREASURER IS RESPONSIBLE FOR REVIEWING PAYMENT REQUESTS AND DISTRIBUTING FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE MADE AWARE TO REPORT ANY POTENTIAL CONFLICT OF INTEREST OF THEMSELVES TO THE BOARD AND TO REPORT ANY POTENTIAL CONFLICT THAT THEY MIGHT SUSPECT OF OTHERS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 NO SALARIES OR WAGES PAID DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: SAME AS PRIOR YEAR