Nonprofit · EIN 41-3068968
ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION
Tax-exempt · PONTE VEDRA, FL 32082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,575,908 | $66,711 | $2,509,197 | $2,509,197 | $0 | $2,509,197 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,573,000
- Interest
- $2,908
Expenses
- Grants and similar amounts paid
- $66,666
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $66,666
- Excise tax on investment income
- $40
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $2,509,197
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,509,197
- Fair market value of assets
- $2,509,197
- Qualifying distributions
- $66,666
- Net investment income
- $2,908
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM PATRICK BATTLE 895 PONTE VEDRA BOULEVARD, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0 | $0 |
| ALLICE ANN BATTLE 895 PONTE VEDRA BOULEVARD, PONTE VEDRA BEACH, FL 32082 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 895 PONTE VEDRA BLVD, PONTE VEDRA, FL 32082-3404
- Signed the 990-PF
- ALICE ANN BATTLE, TRUSTEE
- Return prepared by
- HEINZ JOLLES & BERRY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 41-3068968
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,509,197
- Income (IRS master file)
- $2,575,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,575,908 | $66,711 | $2,509,197 | XML |
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 41-3068968).
Questions about ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION
- What is the EIN of ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION?
- The employer identification number (EIN) of ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION is 41-3068968.
- Is ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ALICE ANN AND W PATRICK BATTLE FAMI LY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,575,908, expenses of $66,711 and total assets of $2,509,197 at year end.
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