Nonprofit · EIN 62-1664345
ORTALE FAMILY FOUNDATION
Tax-exempt · NASHVILLE, TN 37205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $31,689 | $53,901 | -$22,212 | $782,857 | $7,709 | $775,148 |
| November 30, 2023 | 990-PF | $32,891 | $57,337 | -$24,446 | $823,385 | $26,025 | $797,360 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $21,651
- Net gain from sales of assets
- $10,038
Expenses
- Grants and similar amounts paid
- $42,250
- Disbursements for charitable purposes
- $42,250
- Excise tax on investment income
- $301
Balance sheet and other
- Total assets, start of year
- $823,385
- Total assets, end of year
- $782,857
- Total liabilities, end of year
- $7,709
- Net assets, end of year
- $775,148
- Fair market value of assets
- $751,607
- Qualifying distributions
- $42,250
- Net investment income
- $21,651
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BUFORD H ORTALE 424 SUNNYSIDE DRIVE, NASHVILLE, TN 37205 | TRUSTEE | 1 | $0 |
| CYNTHIA C ORTALE 424 SUNNYSIDE DRIVE, NASHVILLE, TN 37205 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BUFORD H ORTALE 424 SUNNYSIDE DRIVE, NASHVILLE, TN 37205 | TRUSTEE | 0 | $0 |
| CYNTHIA C ORTALE 424 SUNNYSIDE DRIVE, NASHVILLE, TN 37205 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 424 SUNNYSIDE DR, NASHVILLE, TN 37205-3414
- In care of
- % BUFORD H ORTALE
- Signed the 990-PF
- BUFORD H ORTALE, TRUSTEE
- Phone
- (615) 373-3771
- Return prepared by
- BLANKENSHIP CPA GROUP PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-1664345
- 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
- 1997
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $782,857
- Income (IRS master file)
- $178,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $31,689 | $53,901 | $782,857 | IRS |
| 990-PF | November 2023 | $32,891 | $57,337 | $823,385 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 62-1664345).
Questions about ORTALE FAMILY FOUNDATION
- What is the EIN of ORTALE FAMILY FOUNDATION?
- The employer identification number (EIN) of ORTALE FAMILY FOUNDATION is 62-1664345.
- Is ORTALE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ORTALE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ORTALE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ORTALE FAMILY FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTALE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of ORTALE FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ORTALE FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $31,689, expenses of $53,901 and total assets of $782,857 at year end.
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All nonprofits in NASHVILLE · Tennessee · Philanthropy, voluntarism and grantmaking foundations