Ortale Family Foundation

Nashville, TN
Tax-exempt since March 1997
EIN: 62-1664345

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$31.7k (2024)

Expenses

$53.9k (2024)

Total Assets

$783k (2024)

Total Liabilities

$7.71k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$31,689

Expenses

$53,901

Net Income

-$22,212

Net Assets

$775,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,651	68.3%
Sales of Assets	$10,038	31.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,250	78.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$782,857
Total Liabilities	$7,709
Net Assets	$775,148

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Oct. 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$32,891

Expenses

$57,337

Net Income

-$24,446

Net Assets

$797,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,413	74.2%
Sales of Assets	$8,478	25.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,304	75.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$823,385
Total Liabilities	$26,025
Net Assets	$797,360

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Sept. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$69,159

Expenses

$86,793

Net Income

-$17,634

Net Assets

$821,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,979	33.2%
Sales of Assets	$46,180	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,015	53.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$848,989
Total Liabilities	$27,183
Net Assets	$821,806

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on July 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2021

Revenue

$24,553

Expenses

$52,856

Net Income

-$28,303

Net Assets

$839,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,238	> 100%
Sales of Assets	-$14,370
Other Income	$685	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,093	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$847,148
Total Liabilities	$7,708
Net Assets	$839,440

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on June 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$51,718

Expenses

$55,655

Net Income

-$3,937

Net Assets

$879,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,439	99.5%
Sales of Assets	$0
Other Income	$334	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,700	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$891,544
Total Liabilities	$12,200
Net Assets	$879,344

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Oct. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$27,155

Expenses

$40,946

Net Income

-$13,791

Net Assets

$883,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,149	100.0%
Sales of Assets	$0
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,528	81.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$892,481
Total Liabilities	$9,200
Net Assets	$883,281

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Oct. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$16,866

Expenses

$52,429

Net Income

-$35,563

Net Assets

$897,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,341	> 100%
Sales of Assets	-$2,475
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,860	62.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$918,772
Total Liabilities	$21,700
Net Assets	$897,072

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Oct. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2016

Revenue

$149,761

Expenses

$32,434

Net Income

$117,327

Net Assets

$932,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,162	10.8%
Sales of Assets	$94,401	63.0%
Other Income	$39,198	26.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,033	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,335
Total Liabilities	$1,700
Net Assets	$932,635

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Oct. 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$99,605

Expenses

$54,806

Net Income

$44,799

Net Assets

$815,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,198	19.3%
Sales of Assets	$64,238	64.5%
Other Income	$16,169	16.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,785	39.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$817,008
Total Liabilities	$1,700
Net Assets	$815,308

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Oct. 17, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2014

Revenue

$189,241

Expenses

$74,808

Net Income

$114,433

Net Assets

$770,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,139	4.3%
Sales of Assets	$153,912	81.3%
Other Income	$27,190	14.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,840	66.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$772,209
Total Liabilities	$1,700
Net Assets	$770,509

Compensation

Key Employees and Officers	Compensation	Other
Buford H Ortale (Trustee)	$0	$0
Cynthia C Ortale (Trustee)	$0	$0

990-PF

Filed on Oct. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2013

Revenue

$133,323

Expenses

$35,595

Net Income

$97,728

Net Assets

$656,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,712	7.3%
Sales of Assets	$96,054	72.0%
Other Income	$27,557	20.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,455	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$657,776
Total Liabilities	$1,700
Net Assets	$656,076

990-PF

Filed on Nov. 18, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$75,315

Expenses

$30,819

Net Income

$44,496

Net Assets

$558,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,180	45.4%
Sales of Assets	$41,135	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,195	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$560,048
Total Liabilities	$1,700
Net Assets	$558,348

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$27,409

Expenses

$17,632

Net Income

$9,777

Net Assets

$513,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,297	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,775	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$513,852
Total Liabilities	$0
Net Assets	$513,852

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Ortale Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $31.7k (2024)

Expenses $53.9k (2024)

Total Assets $783k (2024)

Total Liabilities $7.71k (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$31.7k (2024)

Expenses

$53.9k (2024)

Total Assets

$783k (2024)

Total Liabilities

$7.71k (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001