Ray & Nora Tatum Charitablefoundation in Mount Dora, Florida (FL)

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Ray & Nora Tatum Charitablefoundation
Employer Identification Number (EIN)203959209
Name of OrganizationRay & Nora Tatum Charitablefoundation
In Care of NameRay Tatum
Address8302 Earlwood Ave, Mount Dora, FL 32757-7139
SubsectionCharitable Organization
Ruling Date01/2007
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,014,613
Amount of Income$444,091
Form 990 Revenue Amount$121,076
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2011: $444,091
This organization: 

 $444,091
Other organizations performing similar types of work: 

 $90,224

Assets in 2011: $1,014,613
This organization: 

 $1,014,613
Other organizations performing similar types of work: 

 $323,888

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$121,076$24,861$0
Contributions, gifts, grants, etc., received$100,000
Interest on savings and temporary cash investments$1,727
Dividends and interest from securities$23,134
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$62,960$13,910$0$49,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$13,960$13,910$0
Contributions, gifts, grants paid$49,000
Excess of revenue over expenses and disbursements$58,116
Net investment income$10,951
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,014,613$1,038,787
Cash - non-interest-bearing$3,921
Investments-U.S. and state government obligations$0
Investments-corporate stock$495,734
Investments-corporate bonds$412,914
Investments-mortgage loans$0
Investments-other$0
Other$102,044
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$1,014,613
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-3,785
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$110
Total credits and payments$156
2011 estimated tax payments and 2010 overpayment credited to 2011$156
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$46
Amount to be credited to 2012 estimated tax$46
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$1,028,651
Net value of noncharitable-use assets$1,013,220
Minimum investment return$50,661
Distributable Amount (for 2011)
Distributable amount$50,551
Undistributed Income (for 2011)
Distributable amount for 2011$50,551
Undistributed income for 2011. This amount must be distributed in 2012$21,716
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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7Whitney Charitable Foundation Tr, Shirleyann Haveson Ttee797 Nina Dr, Tierra Verde, FL 33715-2038FL2009-02$7,125,037
8Pentecost Foundation644 Regatta Way, Bradenton, FL 34208-8438FL2012-03$6,874,023
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10Gail L Baird Family Foundation Inc1475 Siesta Dr, Sarasota, FL 34239-5818FL2012-08$6,024,007
11Ralph S French Charitable Foundation Trust3201 26th St W, Bradenton, FL 34205-3743FL2011-05$5,642,701
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13W Bradford Ingalls Charitable Foundation840 Us Highway 1 Ste 340, N Palm Beach, FL 33408-3834FL2005-11$5,377,347
14Vorsheck Family Foundation Inc9293 Winfield Ct, Weeki Wachee, FL 34613-3986FL2002-07$5,253,575
15Seaman Family Foundation Inc11540 Highway 92 East, Seffner, FL 33584FL2000-09$4,002,826
16Quincy Cole Tr UwPO BOX 40200, Jacksonville, FL 32203-0200FL2006-12$3,897,389
17Levitetz Family Foundation Inc5300 Broken Sound Blvd Nw Ste 110, Boca Raton, FL 33487-3519FL2010-10$3,472,602
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Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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