2024-11-04T09:05:34-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE S ISELIN NJ 08830 990PF 2023-01-01 226035108 TEMPLETON FOUNDATION INC TEMP 6109412828 300 CONSHOHOCKEN STATE RD 500 WEST CONSHOHOCKEN PA 19428 HEATHER TEMPLETON DILL PRESIDENT 6109412828 2024-10-30 1 1 MICHAEL SALES P01770943 7325164200 2023 2024-10-15 13:58:12Z X 6946212 X X 296 296 62758 62758 319962 3439688 319962 151884 814041 -662157 -662157 5916 5916 0 -273225 388932 -662157 193833 3650 0 238095 82428 0 0 113857 53885 0 0 103343 9895 0 0 21965 25866 9973 0 15893 10000 0 0 0 17852 0 0 7081 0 0 9308 1891 0 0 1891 165254 11500 0 159689 567985 25123 0 664041 0 0 567985 25123 0 664041 -841210 363809 0 388490 234395 234395 369325 522404 522404 18305 110053 11439 5770451 6189413 6189413 17852 0 0 681066 0 0 7366981 6946212 6946212 168517 168517 0 X 7198464 6946212 7198464 6946212 7366981 6946212 7198464 -841210 588958 6946212 0 6946212 ARTISAN GLOBAL VALUE INST CAPITAL GAINS DISTR P 2023-12-11 27361 27361 27361 FIRST EAGLE OVERSEAS-I P 288216 281361 6855 6855 MATTHEWS ASIAN SELECTIONS FUND P 1178542 468783 709759 709759 SANDS CAP GLOBAL GROWTH-INS P 2023-10-09 2023-11-17 916388 1340401 -424013 -424013 WF 1751 GOVERNMENT P 2023-04-10 25319 25319 0 0 BNY MELLON CASH RESERVE P 2023-04-11 25319 25319 0 0 BLACKROCK LIQ FUND INST'L P 978543 978543 0 0 319962 5057 0 5057 0 5057 13815 0 0 0 13815 0 8758 8758 0 0 0 0 0 0 0 0 0 0 1 0 1 1 NJ PA 1 0 0 0 0 1 WWW.TEMPLETONPRESS.ORG KRISTEN SHAW 6109412828 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 1 EI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN T CAMERON 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 TRUSTEE/TREASURER 1.00 2300 0 0 BRIAN CRAWFORD 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 DIRECTOR OF INVESTMENTS 2.00 0 0 0 DAVID G MYERS 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 TRUSTEE (THRU 6/25/23) 1.00 1500 0 0 DAWN BRYANT 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 ASSISTANT SECRETARY 2.00 0 0 0 HARVEY M TEMPLETON III 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 TRUSTEE/SECRETARY 1.00 3000 0 0 HEATHER TEMPLETON DILL 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 PRESIDENT 2.00 0 0 0 KRISTEN SHAW 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 INTERIM ASST TREASURER 2.00 0 0 0 LEIGH ECHOLS CAMERON 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 TRUSTEE 1.00 3200 0 0 SCOTT PHILLIPS 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 TRUSTEE/CHAIR 1.00 3500 0 0 SUSAN ARELLANO 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 VICE PRESIDENT (THRU 3/31/23) 40.00 178033 39899 0 WENDY BROOKS 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 TRUSTEE 1.00 2300 0 0 PATRICIA VERGILIO 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 PRODUCTION COORDINAT 40.00 62760 15037 0 DANIEL REILLY 300 CONSHOHOCKEN STATE RD STE 500 WEST CONSHOHOCKEN PA 19428 MKTG & PUBL COORDINA 40.00 47016 15353 0 0 JOHN TEMPLETON FOUNDATION 300 CONSHOHOCKEN STATE RD STE 500 W CONSHOHOCKEN PA 19428 EXEMPT FUNCTION MGMT 124583 0 SEE STATEMENT 13 664041 0 6286014 439701 0 6725715 0 0 6725715 100886 6624829 331241 331241 5057 5057 326184 0 326184 0 326184 664041 0 664041 326184 0 0 857113 922162 860575 705145 818110 4163105 664041 0 0 0 326184 337857 0 0 4500962 0 0 0 0 0 0 857113 3643849 922162 860575 705145 818110 337857 X 0 0 14 296 14 62758 15 5916 18 319962 -662157 0 388932 -662157 -273225 10 THE SALE OF INVENTORY IS A DIRECT LINK TO THE PUBLIC FOR TEMPLETON FOUNDATION, INC. (THE "PRESS") TO PROMOTE TOPICS THAT SIR JOHN CONSIDERED OF ULTIMATE CONCERN TO HUMAN FLOURISHING. THESE TOPICS INCLUDE THE PRESERVATION OF ECONOMIC AND POLITICAL FREEDOM, THE TEACHING OF VIRTUE AND CHARACTER DEVELOPMENT, THE INTEGRATION OF SPIRITUALITY AND HEALTH, AND THE SCIENTIFIC QUEST TO INVESTIGATE THE NATURE OF REALITY. IN 2023, THE PRESS ENTERED INTO AN AGREEMENT WHEREBY RUTGERS UNIVERSITY PRESS ASSUMES PRIMARY RESPONSIBILITY FOR HANDLING THE PRODUCTION, PROMOTION, MARKETING, SELLING, DISTRIBUTING, AND LICENSING OF THE BOOKS THAT ARE PART OF THE PRESS'S ACTIVE CATALOGUE, RATHER THAN THE PRESS HANDLING THESE RESPONSIBILITIES DIRECTLY AND/OR THROUGH MULTIPLE SUBCONTRACTORS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 25866 9973 0 15893 FORM 990-PF, PART VII, LINE 1 BRIAN CRAWFORD ALSO WORKS 40 HOURS OR MORE FOR THE JOHN TEMPLETON FOUNDATION.DAVID G. MYERS SERVED AS TRUSTEE FOR TFI FROM 1/1/23 TO 6/25/23. THE REPORTED AMOUNTS REFLECT TOTAL COMPENSATION RECEIVED IN 2023. DAWN BRYANT SERVED AS ASSISTANT SECRETARY FOR TFI FROM 6/26/2023 TO 12/31/23. DAWN BRYANT ALSO WORKS 40 HOURS OR MORE FOR THE JOHN TEMPLETON FOUNDATION.HEATHER TEMPLETON DILL ALSO WORKS 40 HOURS OR MORE FOR THE JOHN TEMPLETON FOUNDATION. KRISTEN SHAW SERVED AS INTERIM ASSISTANT TREASURER FOR TFI FROM 6/26/23 TO 12/31/23. KRISTEN SHAW ALSO WORKS 40 HOURS OR MORE FOR THE JOHN TEMPLETON FOUNDATION.SUSAN ARELLANO SERVED AS VICE PRESIDENT AND AN EMPLOYEE OF TFI FROM 1/1/23 TO 3/31/23. THE REPORTED AMOUNTS REFLECT TOTAL COMPENSATION RECEIVED IN 2023 FOR HER SERVICES AS AN OFFICER AND EMPLOYEE. FORM 990-PF, PART VII, LINE 2 ALL OF THE HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, LINE 2 CAN BE REACHED AT THE FOLLOWING ADDRESS:300 CONSHOHOCKEN STATE RD, STE 500WEST CONSHOHOCKEN, PA 19428 FORM 990-PF, PART VIII-A, LINE 1 TEMPLETON FOUNDATION, INC. (THE "PRESS") PUBLISHES NONFICTION BOOKS BY DATA-DRIVEN RESEARCHERS WORKING ON TOPICS THAT RELATE TO UNDERSTANDING HUMANKIND'S PLACE AND PURPOSE IN THE UNIVERSE. THESE TOPICS INCLUDE THE PRESERVATION OF ECONOMIC AND POLITICAL FREEDOM, THE TEACHING OF VIRTUE AND CHARACTER DEVELOPMENT, THE INTEGRATION OF SPIRITUALITY AND HEALTH, AND THE SCIENTIFIC QUEST TO INVESTIGATE THE NATURE OF REALITY. AS A CATALYST FOR BROADMINDED CULTURAL DISCUSSION AND CONSISTENT WITH ITS EDUCATIONAL AND CHARITABLE PURPOSES, THE PRESS PUBLISHES SCHOLARS WHO ARE DEEPLY ENGAGED IN THEIR FIELD OF STUDY AND WANT THEIR IDEAS TO REACH A BROAD PUBLIC AUDIENCE. IN 2023, THE PRESS ENTERED INTO AN AGREEMENT WHEREBY RUTGERS UNIVERSITY PRESS ASSUMES PRIMARY RESPONSIBILITY FOR HANDLING THE PRODUCTION, PROMOTION, MARKETING, SELLING, DISTRIBUTING, AND LICENSING OF THE BOOKS THAT ARE PART OF THE PRESS'S ACTIVE CATALOGUE, RATHER THAN THE PRESS HANDLING THESE RESPONSIBILITIES DIRECTLY AND/OR THROUGH MULTIPLE SUBCONTRACTORS. ARTISAN GLOBAL OPPORTUNITIES FMV 1063545 1063545 ARTISAN PA GLOBAL VALUE INST'L SHS FMV 1337132 1337132 BERKSHIRE HATHAWAY INC. CLASS B FMV 2236258 2236258 FIRST EAGLE OVERSEAS FUND CLASS I FMV 876424 876424 GQG PTNRS GL QUALITY FMV 676054 676054 LEGAL FEES 9895 0 0 21965 ROYALTY ADVANCES 681066 EXEMPT FUNCTION MGMT FEE 115000 11500 0 113083 DISTRIBUTION EXPENSE 23951 0 0 29240 INSURANCE 23087 0 0 12000 BANK FEES 795 0 0 795 SHIPPING AND POSTAGE 652 0 0 682 LICENSES AND FEES 512 0 0 252 INFORMATION TECHNOLOGY SERV 459 0 0 459 MISCELLANEOUS EXPENSES 298 0 0 298 ANNUAL FEES 185 0 0 185 DUES AND SUBSCRIPTIONS 175 0 0 175 SUPPLIES 140 0 0 140 DEVELOPMENT COSTS 0 0 0 2380 FOREIGN RIGHTS, ROYALTIES, AND PERMISSIONS INCOME 5916 5916 UNREALIZED GAIN ON INVESTMENTS 588958 FEDERAL EXCISE TAX 10000 0 0 0