Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-2090392

WHITE OAK FOUNDATION INC

Tax-exempt · INDIANAPOLIS, IN 46280

Financials

$9.9M$983K2023$10.5M$3.4M2024
Revenue Expenses · by fiscal year end
Financials of WHITE OAK FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$10,467,693$3,371,099$7,096,594$16,152,047$0$16,152,047
December 31, 2023990-PF$9,917,248$982,799$8,934,449$12,563,491$0$12,563,491
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,719,666
Dividends
$963,515
Interest
$26,035
Net gain from sales of assets
$5,642,726
Other income
$115,751

Expenses

Grants and similar amounts paid
$3,040,400
Disbursements for charitable purposes
$3,083,332
Excise tax on investment income
$92,567

Balance sheet and other

Total assets, start of year
$12,563,491
Total assets, end of year
$16,152,047
Total liabilities, end of year
$0
Net assets, end of year
$16,152,047
Fair market value of assets
$93,769,726
Qualifying distributions
$3,083,332
Net investment income
$6,748,027

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Allison R Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Director1$0
Daniel M Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Director1$0
Elizabeth L Kelly
PO Box 80238, Indianapolis, IN 462800238
Director1$0
Rachel Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Director1$0
Andrew J Lechleiter
PO Box 80238, Indianapolis, IN 462800238
President and Director1$0
Sarah L Lechleiter
PO BOX 80238, INDIANAPOLIS, IN 462800238
Secretary and Treasurer1$0
John Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Chairman, Treasurer, and Director2$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Sarah L Lechleiter
PO BOX 80238, INDIANAPOLIS, IN 462800238
Secretary1$0
Daniel M Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Director1$0
Allison R Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Director1$0
Elizabeth L Kelly
PO Box 80238, Indianapolis, IN 462800238
Director1$0
John Lechleiter
PO Box 80238, Indianapolis, IN 462800238
President and Treasurer2$0
Rachel Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Director1$0
Andrew J Lechleiter
PO Box 80238, Indianapolis, IN 462800238
Director1$0

Address and contacts

Address (IRS master file)
PO BOX 80238, INDIANAPOLIS, IN 46280-0238
In care of
% DAWN PARHAM
Signed the 990-PF
John C Lechleiter, Chairman, Treasurer, and Director
Phone
(317) 843-5678
Return prepared by
FORVIS MAZARS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-2090392
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$16,152,047
Income (IRS master file)
$12,233,940

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$10,467,693$3,371,099$16,152,047IRS
990-PFDecember 2023$9,917,248$982,799$12,563,491XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2090392).

Questions about WHITE OAK FOUNDATION INC

What is the EIN of WHITE OAK FOUNDATION INC?
The employer identification number (EIN) of WHITE OAK FOUNDATION INC is 35-2090392.
Is WHITE OAK FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to WHITE OAK FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHITE OAK FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WHITE OAK FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHITE OAK FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WHITE OAK FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does WHITE OAK FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,467,693, expenses of $3,371,099 and total assets of $16,152,047 at year end.

Other nonprofits in INDIANAPOLIS

All nonprofits in INDIANAPOLIS · Indiana · Education