2025-06-10T18:06:37-04:00 2024-07-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990 2023-08-01 271832986 Battier Take Charge Foundation % NEWELL FLEMING BATT 7865011512 550 NW 42 avenue 4th floor Miami FL 33126 Newell Fleming EXECUTIVE DIRECTOR 9012334188 2025-06-15 true true GREGGORY J HUTCHINS P00365150 8053748555 2023 2025-03-06 01:10:19Z Newell Fleming 550 NW 42 avenue 4th floor Miami FL 33126 2288136 false X battiertakecharge.org X 2010 MI ENCOURAGE AND INSPIRE POTENTIAL LEADERS TO ACHIEVE THE DREAM OF A COLLEGE EDUCATION THROUGH SCHOLARSHIPS, MENTORSHIP, AND OTHER PROGRAMS. 6 6 7 35 0 0 544571 1684464 0 0 27142 121069 -112177 -131157 459536 1674376 75426 420304 0 0 192807 576716 0 0 171125 190248 386246 458481 1383266 1055 291110 2824053 3417744 49961 352542 2774092 3065202 X BATTIER TAKE CHARGE FOUNDATION ("BTCF") HELPS PROMISING YOUNG PEOPLE FROM MIAMI, HOUSTON, DETROIT AND CAMDEN, NJ, TAKE CHARGE OF THEIR LIVES AND REACH THEIR FULL POTENTIAL THROUGH COLLEGE SCHOLARSHIPS, MENTORSHIP, NETWORKING, AND LEADERSHIP TRAINING. THE YOUNG PEOPLE WHO GO THROUGH OUR PROGRAMS, IN TURN, INSPIRE THOSE AROUND THEM - IN THEIR FAMILIES, THEIR NEIGHBORHOODS, AND THEIR SCHOOLS - TO TAKE CHARGE OF THEIR FUTURES. BTCF HAS AWARDED OVER 130 SCHOLARSHIPS SINCE 2008, TOTALING OVER $2.8 MILLION IN FUNDS PROVIDED. THROUGH BTCF'S PERSONALIZED INVESTMENT IN EACH SCHOLAR, BTCF HAS ACHIEVED A 95% COLLEGE GRADUATION RATE WITH THE BATTIER SCHOLARS, AND 100% OF THE GUIDE AND BATTIER NORTH SCHOLARS HAVE EARNED THEIR HIGH SCHOOL DIPLOMA. BTCF'S SCHOLARS ARE LEADERS ON THE CAMPUSES OF PRESTIGIOUS COLLEGES AND UNIVERSITIES THROUGHOUT THE U.S. false false 242108 121474 THE BATTIER SCHOLARS PROGRAM SELECTS OUTSTANDING FUTURE LEADERS FROM MIAMI, HOUSTON, DETROIT, AND CAMDEN, AND GIVES THEM THE OPPORTUNITY TO IMPROVE AND IMPACT THEIR DESTINY THROUGH THE POWER OF A COLLEGE EDUCATION. EACH SCHOLAR RECEIVES A $32,000 SCHOLARSHIP - $8,000 each year for 4 years - AND ACCESS TO SIGNIFICANT RESOURCES AND BENEFITS. THROUGH THE BATTIER SCHOLARS PROGRAM, TAKE CHARGE PROVIDES A COMPREHENSIVE, HANDS-ON, AND UNPARALLELED LEVEL OF RESOURCES AND SUPPORT FOR THESE ASPIRING LEADERS, THROUGHOUT THEIR COLLEGE JOURNEY AND BEYOND. SIXTY-ONE SCHOLARSHIPS HAVE BEEN AWARDED, TOTALING OVER $1.4 MILLION, AND 95% OF BATTIER SCHOLARS EARN THEIR BACHELORS DEGREE OR HIGHER. 612994 280153 The Guide Program, launched in 2016, works with driven high school students to expose them to educational opportunities and motivate them to pursue a college degree. Guide students receive a comprehensive network of support designed to help them thrive in high school and successfully transition to college. This includes one-on-one mentorship from trained professionals, access to a dedicated College Success Coach, test preparation courses, college-readiness seminars, and college tours. Upon successful completion of the program, Guide graduates are awarded college scholarships to support their continued education. The Battier Guide Program is currently working with high school students in Miami, FL, Camden, NJ, and in 2025 will launch the program in Detroit, MI. 93310 0 OUR COMMITMENT TO ALL SCHOLARS IN OUR FOUNDATION REACHES FAR BEYOND THE FINANCIAL BENEFIT OF THE SCHOLARSHIPS WE AWARD. WE PRIDE OURSELVES ON CREATING RELATIONSHIPS AND PROVIDING A COMPREHENSIVE LEVEL OF SUPPORT TO EACH OF OUR SCHOLARS, WHICH HAS GROWN INTO OUR BATTIER "GO BEYOND" PROGRAM. WITH GO BEYOND, WE ADAPT TO MEET THEIR NEEDS, AND STRIVE TO INSTILL THE CONFIDENCE IN EACH OF THEM THAT WE ARE BEHIND THEM IN PURSUIT OF THEIR GOALS. SOME OF THE DYNAMIC WAYS IN WHICH WE PROVIDE THIS PERSONALIZED SUPPORT ARE THROUGH OUR BATTIER GRANT INITIATIVE, OUR SCHOLARS RETREATS, AND IN THE ASSISTANCE WE OFFERED THROUGHOUT THE COVID-19 PANDEMIC and hurricane Harvey upheaval. 0 948412 true true false false false false false false false false true true false false true false false false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 8 0 true 7 true false false false false false true true false false false false false false X 6 6 true false false false false false false true true false false true true true true true true true false false FL X X NEWELL FLEMING 7865011512 550 NW 42 AVENUE 4TH FLOOR Miami FL 33126 X X Newell Fleming Executive Director 40.0 0.0 X 152251 0 0 Shane Battier President / Director 10.0 0.0 X X 0 0 0 Heidi Battier Vice President 10.0 0.0 X X 0 0 0 Ellen Morey Board member 2.0 0.0 X 0 0 0 Becky McCarron Board Member 4.0 0.0 X 0 0 0 Lorron James Board Member 1.0 0.0 X 0 0 0 Maurice McDaniel Board Member 2.0 0.0 X 0 0 0 152251 0 0 1 false true false 0 439102 1245362 159788 1684464 0 89246 89246 0 0 0 0 0 451425 0 416922 2681 34503 -2681 31823 31823 63000 439102 194157 -131157 -131157 0 0 0 0 0 0 0 1674376 -10088 420304 420304 0 0 0 168501 101101 25275 42125 0 354253 180202 45051 129000 3967 3174 793 7954 7954 42041 33633 8408 0 8193 8193 19704 19704 0 0 0 39762 39762 26006 17141 8865 13058 10626 2432 16234 7021 9213 0 42320 22078 20242 41713 37572 4141 0 39883 33345 6538 0 0 486 486 35036 23841 11195 TUTORING AND TESTING EXPENSES 12542 12542 STUDENT EXTRAS 12700 12700 MEAL EXPENSE 16133 10828 5305 MERCHANT AND BANK FEES 14870 7436 7434 47606 6914 40692 1383266 948412 263729 171125 X 197610 691664 65107 36007 20100 3000 0 0 0 0 0 0 0 0 0 0 0 21060 17357 16099 1744 1258 0 0 2461433 2640411 0 0 0 0 78059 24344 2824053 3417744 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 49961 352542 49961 352542 X 0 0 0 0 2774092 3065202 2774092 3065202 2824053 3417744 291110 X false false false X 716541 747747 1086694 544571 1684464 4780017 0 0 716541 747747 1086694 544571 1684464 4780017 1222579 3557438 45737 47661 58362 33576 89246 274582 0 6794 29200 63000 98994 5153593 0.69028 0.73420 X SCHEDULE A, PART II, SECTIONS A & B, COLUMN (A) - (E) THE AMOUNTS INCLUDED IN COLUMN (A) ARE FOR THE ORGANIZATION'S January 1, 2020 - DECEMBER 31, 2020 TAX YEAR. THE AMOUNTS INCLUDED IN COLUMN (B) ARE FOR THE ORGANIZATION'S JANUARY 1, 2021 - DECEMBER 31, 2021 TAX YEAR. THE AMOUNTS INCLUDED IN COLUMN (C) ARE FOR THE ORGANIZATION'S JANUARY 1, 2022 - DECEMBER 31, 2022 TAX YEAR. THE AMOUNTS INCLUDED IN COLUMN (D) ARE FOR THE ORGANIZATION'S SHORT TAX YEAR JANUARY 1, 2023 - JULY 31, 2023. THE AMOUNTS INCLUDED IN COLUMN (E) ARE FOR THE ORGANIZATION'S AUGUST 1, 2023 - JULY 31, 2024 TAX YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16059 14801 1258 1298 1298 1258 VANGUARD INDEX TR 137320 C VANGUARD INDEX FUND S&P 500 481161 C VANGUARD INTL EQUITY INDEX FUN 309027 C VANGUARD BD INDEX FDS 266140 C VANGUARD SCOTTSDALE FUNDS ST 517759 C VANGUARD SCOTTSDALE FUNDS 516060 C VANGUARD DEVELOPED MARKETS 412944 C 2640411 0 CREDIT CARDS PAYABLE 17542 ADVANCED PAYMENTS 335000 352542 cabernet 442697 409697 33000 127329 4711 6415 19018 Funky Pickle 59405 29405 30000 36685 0 502102 439102 63000 127329 4711 6415 55703 194158 -131158 true Florida International University FOUNDATION INC 11200 SW 8th Street MARC 531 Miami FL 33199 237047106 501(C)(3) 13373 GENERAL Michigan State University 1410 ENGINEERING BUILDING East Lansing MI 48825 386005984 501(C)(3) 7223 GENERAL Big Brothers Big Sisters of America 2502 nORTH rocky point drive suite tampa FL 33607 231365190 501(C)(3) 250960 GENERAL THE COLLEGE FOUNDATION OF UNIVERSITY OF VIRGINIA PO BOX 5527 CHARLOTTESVILLE VA 22905 542009312 501(C)(3) 8029 GENERAL THE university of florida FOUNDATION INC PO BOX 14425 GainEsville FL 32604 590974739 501(c)(3) 8000 GENERAL morgan state university foundation inc 1700 east coldspring lane baltimore MD 21251 237089143 501(c)(3) 8000 GENERAL American Campus Charities Foundation 12700 Hill Country Blvd Suite T-2 Austin TX 78738 743061377 501(c)(3) 11063 General chapman partnership inc 1550 north miami avenue miami FL 33136 650425069 501(c)(3) 5250 General morehouse college 830 westview drive SW ATLANTA GA 30314 580566205 501(c)(3) 13459 General THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 501(c)(3) 8000 GENERAL HAMPTON UNIVERSITY 200 WILLIAM R HARVEY WAY HAMPTON VA 23668 540505990 501(C)(3) 10000 GENERAL Pennco Tech 3815 Otter st Bristol PA 19007 231891908 5451 GENERAL 11 1 PART I LINE 2 Grant funds are paid directly to Colleges and Universities on behalf of the students in our programs. All Students are required to submit both proof of enrollment and of course completion via transcripts, twice annually. We also ask them for Bursar records to show the application of our payments to their accounts, and work with them to ensure financial aid displacement is not an issue. Our Executive Director and Director of Operations review completion of this information on a semi-annual basis. X false false false false false false false false false Newell Fleming Executive Director 137500 7500 7251 152251 X 2 159788 FAIR MARKET VALUE false false false PART I COLUMN B THE AMOUNTS SHOWN IN COLUMN B REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED BY THE ORGANIZATION. Form 990 Part VI Section A Line 2 Shane and Heidi Battier are husband and wife FORM 990 PART VI SECTION B LINE 12C A conflict of interest disclosure is provided to each employee, officer and director. Each employee, officer and director is requested to notify if a conflict exists or if any change would generate a conflict of interest. Form 990 Part VI Section C Line 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. Form 990 Part VI Section B Line 11B THE FORM 990 IS EMAILED TO PERSONS ON THE ORGANIZATION'S GOVERNING BODY FOR REVIEW BEFORE FILING. Form 990 Part VI Section B Line 15a THE BOARD OF DIRECTORS DECIDE ON THE REASONABLE COMPENSATION BASED ON THE RESPONSIBILITIES OF THE POSITION AND BY COMPARISON TO SIMILARLY SIZED ORGANIZATIONS. FORM 990, PART V, LINE 1A, PART V, LINE 2A & PART VII FORM 990, PART V, LINE 1A, FORM 990, PART V, LINE 2A, AND FORM 990, PART VII FOR THIS SHORTENED TAX YEAR HAVE NOT BEEN COMPLETED BECAUSE THERE IS NO CALENDAR YEAR THAT ENDS WITH OR WITHIN THIS SHORT TAX YEAR.