Nonprofit · EIN 20-3073117
THE BILL & ANN TEMPLETON FOUNDATION INC
Tax-exempt · SARASOTA, FL 34237
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $2,632,695 | $2,538,303 | $94,392 | $54,618,801 | $0 | $54,618,801 |
| August 31, 2024 | 990-PF | $4,502,495 | $2,796,944 | $1,705,551 | $53,174,148 | $19,677 | $53,154,471 |
| August 31, 2023 | 990-PF | $2,421,244 | $2,575,522 | -$154,278 | $49,808,109 | $3,076 | $49,805,033 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Interest
- $398,874
- Net rental income
- $2,039,295
- Net gain from sales of assets
- $194,226
- Other income
- $300
Expenses
- Grants and similar amounts paid
- $1,661,817
- Compensation of officers, directors and key employees
- $351,581
- Salaries, compensation and benefits (total)
- $58,448
- Disbursements for charitable purposes
- $2,172,130
- Excise tax on investment income
- $32,092
Balance sheet and other
- Total assets, start of year
- $53,174,148
- Total assets, end of year
- $54,618,801
- Total liabilities, end of year
- $0
- Net assets, end of year
- $54,618,801
- Fair market value of assets
- $54,618,801
- Qualifying distributions
- $2,172,130
- Net investment income
- $2,632,395
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Terry Templeton 2185 Ringling Boulevard, Sarasota, FL 34237 | President / Director | 40 | $213,847 | $60,779 |
| Cathryn A Harper 2185 Ringling Boulevard, Sarasota, FL 34237 | Secretary / Treasurer | 40 | $66,500 | $10,455 |
| Jay Crouse 2185 Ringling Boulevard, Sarasota, FL 34237 | Vice President / Director | 0.5 | $0 | $0 |
| Reuben Beachy 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
| Paul Crawley 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
| Paul Brady 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
990-PF for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Terry Templeton 2185 Ringling Boulevard, Sarasota, FL 34237 | President / Director | 40 | $224,889 | $50,269 |
| Cathryn A Harper 2185 Ringling Boulevard, Sarasota, FL 34237 | Secretary / Treasurer | 40 | $66,500 | $10,261 |
| Jay Crouse 2185 Ringling Boulevard, Sarasota, FL 34237 | Vice President / Director | 0.5 | $0 | $0 |
| Reuben Beachy 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
| Paul Crawley 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
| Paul Brady 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
990-PF for the year ended August 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Terry Templeton 2185 Ringling Boulevard, Sarasota, FL 34237 | President / Director | 40 | $190,000 | $42,171 |
| Cathryn A Harper 2185 Ringling Boulevard, Sarasota, FL 34237 | Secretary / Treasurer | 40 | $66,300 | $9,050 |
| Jay Crouse 2185 Ringling Boulevard, Sarasota, FL 34237 | Vice President / Director | 0.5 | $0 | $0 |
| Reuben Beachy 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
| Philip Templeton 2185 Ringling Boulevard, Sarasota, FL 34237 | Director (ended 05/23) | 0.5 | $0 | $0 |
| Paul Crawley 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
| Paul Brady 2185 Ringling Boulevard, Sarasota, FL 34237 | Director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2185 RINGLING BLVD, SARASOTA, FL 34237-7003
- In care of
- % WILFRED S TEMPLETON
- Signed the 990-PF
- Terry Templeton, President
- Phone
- (941) 365-8603
- Website
- www.batempleton.org
- Return prepared by
- Batts Morrison Wales and Lee PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 20-3073117
- 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
- 2005
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $54,618,801
- Income (IRS master file)
- $5,909,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $2,632,695 | $2,538,303 | $54,618,801 | XML |
| 990-PF | August 2024 | $4,502,495 | $2,796,944 | $53,174,148 | XML |
| 990-PF | August 2023 | $2,421,244 | $2,575,522 | $49,808,109 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | 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 20-3073117).
Questions about THE BILL & ANN TEMPLETON FOUNDATION INC
- What is the EIN of THE BILL & ANN TEMPLETON FOUNDATION INC?
- The employer identification number (EIN) of THE BILL & ANN TEMPLETON FOUNDATION INC is 20-3073117.
- Is THE BILL & ANN TEMPLETON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE BILL & ANN TEMPLETON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BILL & ANN TEMPLETON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BILL & ANN TEMPLETON FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BILL & ANN TEMPLETON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of THE BILL & ANN TEMPLETON FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 6 people; 2 received compensation from the organization, the highest $213,847 (Terry Templeton, President / Director).
- How much revenue does THE BILL & ANN TEMPLETON FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $2,632,695, expenses of $2,538,303 and total assets of $54,618,801 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations