Nonprofit · EIN 86-6314738
OATEY FOUNDATION
Tax-exempt · CLEVELAND, OH 44135
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,164,273 | $630,808 | $2,533,465 | $8,673,563 | $0 | $8,673,563 |
| December 31, 2024 | 990-PF | $734,891 | $740,857 | -$5,966 | $6,564,436 | $0 | $6,564,436 |
| December 31, 2023 | 990-PF | $1,926,148 | $641,848 | $1,284,300 | $6,698,340 | $0 | $6,698,340 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,728,072
- Dividends
- $227,237
- Net gain from sales of assets
- $1,208,964
Expenses
- Grants and similar amounts paid
- $575,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $575,150
- Excise tax on investment income
- $19,189
Balance sheet and other
- Total assets, start of year
- $6,564,436
- Total assets, end of year
- $8,673,563
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,673,563
- Fair market value of assets
- $10,352,553
- Qualifying distributions
- $575,150
- Net investment income
- $1,436,134
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELSEY MCMILLAN 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & PRESIDENT | 0.1 | $0 |
| LISA OATEY 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & SECRETARY | 0.1 | $0 |
| GAVIN MCMILLAN 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & VICE PRESIDENT | 0.1 | $0 |
| MASON OATEY 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & TREASURER | 0.1 | $0 |
| WILLIAM OATEY 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE | 0.1 | $0 |
| GARY OATEY SR 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE | 0.1 | $0 |
| NANCY MCMILLAN 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE | 0.1 | $0 |
| GEHRY OATEY JR 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM OATEY 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & PRESIDENT & TREA | 0.1 | $0 |
| NANCY MCMILLAN 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & SECRETARY | 0.1 | $0 |
| GARY OATEY 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM OATEY 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & PRESIDENT & TREA | 0.1 | $0 |
| NANCY MCMILLAN 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & SECRETARY | 0.1 | $0 |
| GARY OATEY 20600 EMERALD PARKWAY, CLEVELAND, OH 44135 | TRUSTEE & VICE PRESIDENT | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 20600 EMERALD PKWY, CLEVELAND, OH 44135-6022
- In care of
- % WILLIAM OATEY
- Signed the 990-PF
- LISA GOODSON, SECRETARY
- Phone
- (216) 267-7100
- Return prepared by
- PWC US TAX LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-6314738
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,673,563
- Income (IRS master file)
- $6,063,979
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,164,273 | $630,808 | $8,673,563 | IRS |
| 990-PF | December 2024 | $734,891 | $740,857 | $6,564,436 | IRS |
| 990-PF | December 2023 | $1,926,148 | $641,848 | $6,698,340 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 86-6314738).
Questions about OATEY FOUNDATION
- What is the EIN of OATEY FOUNDATION?
- The employer identification number (EIN) of OATEY FOUNDATION is 86-6314738.
- Is OATEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to OATEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OATEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OATEY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OATEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OATEY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does OATEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,164,273, expenses of $630,808 and total assets of $8,673,563 at year end.
Other nonprofits in CLEVELAND
- JACK JOSEPH AND MORTON MANDEL FOUNDATION EIN 34-6546418 · last filed 990-PF for 2024
- THE CLEVELAND FOUNDATION EIN 34-0714588 · last filed 990 for 2024
- JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION EIN 34-1350566 · last filed 990 for 2025
- JEWISH FEDERATION OF CLEVELAND EIN 34-0714445 · last filed 990 for 2025
- HOWLEY FOUNDATION UA 05192016 EIN 61-6565954 · last filed 990-PF for 2024
- PROGRESSIVE INSURANCE FOUNDATION EIN 30-0013138 · last filed 990-PF for 2024
- THE@JOSEPH AND FLORENCE MANDEL FAMILY FOUNDATION-MICHELE M AND EIN 32-0570943 · last filed 990-PF for 2024
- JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND EIN 83-0987549 · last filed 990-PF for 2024
All nonprofits in CLEVELAND · Ohio · Philanthropy, voluntarism and grantmaking foundations