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Nonprofit · EIN 54-1864288

D N BATTEN FOUNDATION

Tax-exempt · NORFOLK, VA 23510

Financials

$5.9M$7M2023$10M$5.5M2024
Revenue Expenses · by fiscal year end
Financials of D N BATTEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,982,131$5,482,251$4,499,880$26,654,286$0$26,654,286
December 31, 2023990-PF$5,867,192$6,975,062-$1,107,870$28,180,753$0$28,180,753
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,004,925
Dividends
$1,056,199
Interest
$125,382
Net gain from sales of assets
$4,756,161
Other income
$39,464

Expenses

Grants and similar amounts paid
$4,707,590
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,707,590
Excise tax on investment income
$73,341

Balance sheet and other

Total assets, start of year
$28,180,753
Total assets, end of year
$26,654,286
Total liabilities, end of year
$0
Net assets, end of year
$26,654,286
Fair market value of assets
$36,071,198
Qualifying distributions
$4,707,590
Net investment income
$5,880,362

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
DOROTHY N BATTEN
1497 OAKENCROFT LANE, CHARLOTTESVILLE, VA 22901
PRESIDENT0$0
FRANK BATTEN JR
PO BOX 3310, NORFOLK, VA 23514
OFFICER/DIRECTOR0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DOROTHY N BATTEN
1497 OAKENCROFT LANE, CHARLOTTESVILLE, VA 22901
PRESIDENT0$0
FRANK BATTEN JR
PO BOX 3310, NORFOLK, VA 23514
OFFICER/DIRECTOR0$0

Address and contacts

Address (IRS master file)
101 W MAIN ST STE 700, NORFOLK, VA 23510-1624
In care of
% SIGNATURE FINANCIAL MANAGEMENT IN
Signed the 990-PF
DOROTHY BATTEN, PRESIDENT
Phone
(757) 625-7670
Return prepared by
ROSELINE TAX ADVISORS PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-1864288
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$26,654,286
Income (IRS master file)
$12,362,400

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,982,131$5,482,251$26,654,286IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$5,867,192$6,975,062$28,180,753XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-TDecember 2020–––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 54-1864288).

Questions about D N BATTEN FOUNDATION

What is the EIN of D N BATTEN FOUNDATION?
The employer identification number (EIN) of D N BATTEN FOUNDATION is 54-1864288.
Is D N BATTEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to D N BATTEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does D N BATTEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of D N BATTEN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did D N BATTEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of D N BATTEN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does D N BATTEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,982,131, expenses of $5,482,251 and total assets of $26,654,286 at year end.

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