OAK ALLEY FOUNDATION Charity Report

Public IRS 990 nonprofit record

OAK ALLEY FOUNDATION

EIN 72-6032652 · Private Grantmaking Foundations (T20)

What they do

Oak Alley Foundation is A 501(c)(3) Public Nonprofit Trust Organized and Operated Exclusively for Charitable, Literary and Educational Purposes. Its Trustees Are Charged With Maintaining and Preserving The Oak Alley Plantation Mansion (Big House) and Surrounding Sixty-three (63) Acre National Historic Landmark Site for Public Exhibition As An Historical Monument to The Times and Era During Which The Property Was Built and for The Instruction, Education, Enlightenment, Information, Edification and Cultural Benefit of The Citizens of The State of Louisiana, and United States and The Public Generally. Oak Alley Had Over 164,954 Visitors During 2022.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders6 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.32%of revenue went to mission work75.5% of expenses · Program services

$99.81spent for every $100 of revenueRevenue covered expenses this year.

24.50%of revenue went to management and office costs24.5% of expenses

$2.42in assets for every $1 spent this yearSome assets cannot be spent right away.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,816,165

Mission workProgram services$2,874,15975.32% of revenue75.5% of expenses

ManagementOffice and general costs$934,87024.50% of revenue24.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$7,1360.19% of revenueShown in gray on the chart

Total expenses$3,809,02999.81% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 75.5% mission · 24.5% management · 0.0% fundraisingTotal expenses: 99.81% of revenue

2024Expense mix: 70.8% mission · 29.2% management · 0.0% fundraisingTotal expenses: 81.80% of revenue

2023Expense mix: 78.0% mission · 22.0% management · 0.0% fundraisingTotal expenses: 85.37% of revenue

2022Expense mix: 78.5% mission · 21.5% management · 0.0% fundraisingTotal expenses: 80.42% of revenue

2021Expense mix: 83.5% mission · 16.5% management · 0.0% fundraisingTotal expenses: 82.64% of revenue

2020Expense mix: 84.2% mission · 15.8% management · 0.0% fundraisingTotal expenses: 206.74% of revenue

2019Expense mix: 86.3% mission · 13.7% management · 0.0% fundraisingTotal expenses: 76.62% of revenue

2018Expense mix: 86.9% mission · 13.1% management · 0.0% fundraisingTotal expenses: 80.88% of revenue

Money in and money out

Revenue$3,816,165

Expenses$3,809,029

Annual surplus $7,136 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,874,159 · 75.5% of expenses

Management and office costs$934,870 · 24.5% of expenses

See all reported dollar amounts

Revenue$3,816,165

Expenses$3,809,029

Assets$9,199,463

Income$3,816,165

Mission work (program services)$2,874,159

Management and general$934,870

Accounting fees$7,475

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (6)

ASHLEY DINEENSECRETARY

JONATHAN MAYHEWTRUSTEE

ODOM HEEBE JRTREASURER

ROBERT A VOSBEINTRUSTEE

SHELBY M SAERCHAIRPERSON

WALTER E BLESSEY JRTRUSTEE

About this charity

Recognized since: January 1967
Location: 3645 HIGHWAY 18, VACHERIE, LA 70090-7079
County: St. James
In care of: Shelby Saer
Primary officer: Shelby Saer, Chairperson

How to reach them

WebsiteVisit the charity’s website Emailcontactus@oakalleyplantation.org Phone(225) 265-2151

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: ROBERT M MIDKIFF CPA LLC
NTEE classification: Private Grantmaking Foundations (T20)
IRS tax category: Private Grantmaking Foundations