Nonprofit · EIN 81-1872852
HAL R AND NAOMA J TATE FOUNDATION
Tax-exempt (reinstated) · CODY, WY 82414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $138,575 | $42,956 | $95,619 | $1,142,048 | $0 | $1,142,048 |
| December 31, 2023 | 990-PF | $29,546 | $562,668 | -$533,122 | $1,038,619 | $0 | $1,038,619 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $23,852
- Interest
- $80
- Net gain from sales of assets
- $114,539
- Other income
- $104
Expenses
- Grants and similar amounts paid
- $20,007
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $20,007
- Excise tax on investment income
- $1,607
Balance sheet and other
- Total assets, start of year
- $1,038,619
- Total assets, end of year
- $1,142,048
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,142,048
- Fair market value of assets
- $1,333,535
- Qualifying distributions
- $20,007
- Net investment income
- $138,575
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NAOMA J TATE 153 HIDDEN VALLEY ROAD, CODY, WY 82414 | PRESIDENT | 0 | $0 |
| DONNA L POULTON 905 LITTLE VALLEY ROAD, SALT LAKE CITY, UT 84103 | SECRETARY | 0 | $0 |
| DARRELL VAUGHN TATE 2123 EAST CONNOR PARK DRIVE, SALT LAKE CITY, UT 84109 | VICE PRESIDENT | 0 | $0 |
| LAURI TATE FRANKS 3905 PROSPECTOR DRIVE, SALT LAKE CITY, UT 84121 | DIRECTOR | 0 | $0 |
| CHRIS ORNDORFF 8212 SE 29TH ST, MERCER ISLAND, WA 98040 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NAOMA J TATE 153 HIDDEN VALLEY ROAD, CODY, WY 82414 | PRESIDENT | 0 | $0 |
| DONNA L POULTON 905 LITTLE VALLEY ROAD, SALT LAKE CITY, UT 84103 | SECRATARY | 0 | $0 |
| DARRELL VAUGHN TATE 2123 EAST CONNOR PARK DRIVE, SALT LAKE CITY, UT 84109 | VICE PRESIDENT | 0 | $0 |
| LAURI TATE FRANKS 3905 PROSPECTOR DRIVE, SALT LAKE CITY, UT 84121 | DIRECTOR | 0 | $0 |
| CHRIS ORNDORFF 8212 SE 29TH ST, MERCER ISLAND, WA 98040 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 153 HIDDEN VALLEY ROAD, CODY, WY 82414-8893
- In care of
- % NAOMA J TATE
- Signed the 990-PF
- NAOMA TATE, PRESIDENT
- Phone
- (801) 323-2208
- Return prepared by
- TRADER ORTON & SPANGLER 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 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 | Not 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
- 81-1872852
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,142,048
- Income (IRS master file)
- $726,684
Revocation and reinstatement
- Exemption revoked
- May 15, 2019
- Posted by the IRS
- August 12, 2019
- Reinstated
- Effective May 15, 2019
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $138,575 | $42,956 | $1,142,048 | XML |
| 990-PF | December 2023 | $29,546 | $562,668 | $1,038,619 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 81-1872852).
Questions about HAL R AND NAOMA J TATE FOUNDATION
- What is the EIN of HAL R AND NAOMA J TATE FOUNDATION?
- The employer identification number (EIN) of HAL R AND NAOMA J TATE FOUNDATION is 81-1872852.
- Is HAL R AND NAOMA J TATE FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2019 and reinstated it effective May 15, 2019.
- Are donations to HAL R AND NAOMA J TATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAL R AND NAOMA J TATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAL R AND NAOMA J TATE FOUNDATION 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 HAL R AND NAOMA J TATE FOUNDATION 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 HAL R AND NAOMA J TATE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does HAL R AND NAOMA J TATE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $138,575, expenses of $42,956 and total assets of $1,142,048 at year end.
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