THE BILL & ANN TEMPLETON FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BILL & ANN TEMPLETON FOUNDATION INC (EIN 20-3073117)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-05-28
- IRS object ID
- 202521489349100872
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-28T16:08:05-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204193611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Batts Morrison Wales and Lee PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Orange Avenue Suite 800 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203073117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bill & Ann Templeton Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 9413658603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 Ringling Boulevard | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342377003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Terry Templeton | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9413658603 | PhoneNum |
| Signature | 2025-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele M Wales CPA | PreparerPersonNm |
| PTIN | P00428093 | PTIN |
| Phone | 4077706000 | PhoneNum |
| Preparation | 2025-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,174,148 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $355,663 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $355,663 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,976,034 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,976,034 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,976,034 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $171,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,558,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,862 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,064 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,064 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,502,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,502,495 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $351,919 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,192 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $316,727 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,614 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,361 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $30,253 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,015 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,302 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,713 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $96,102 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $45,247 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50,855 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,547 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,524 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,023 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,191 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,010 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,794 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,562 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,756 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,806 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,782 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,849 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,933 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,999 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $826,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $536,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,970,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,970,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,796,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,507,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,705,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,293,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,540 | CashBOYAmt |
| Cash EOY | $784,228 | CashEOYAmt |
| Cash EOYFMV | $784,228 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,264,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,852,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,852,189 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,279,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,306,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,306,510 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $35,975,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $35,975,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $35,975,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $35,975,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,550 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,550 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $339,340 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,669 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $264,465 | LandBOYAmt |
| Land EOY | $251,671 | LandEOYAmt |
| Land EOYFMV | $251,671 | LandEOYFMVAmt |
| Total Assets BOY | $49,808,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,174,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,174,148 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,076 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,677 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,076 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,677 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,805,033 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,154,471 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,805,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,154,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,808,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,174,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,805,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,705,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,643,887 | OtherIncreasesAmt |
| Subtotal | $53,154,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,154,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $3,558,790 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,386,928 | CostOrOtherBasisAmt |
| Gain Or Loss | $171,862 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $171,862 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,862 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,123 | OverpaymentAmt |
| Applied To ES Tax | $4,123 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.batempleton.org | WebsiteAddressTxt |
| Individual With Books | Cathy Harper | IndividualWithBooksNm |
| Phone | 9413658603 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 Ringling Boulevard | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Terry Templeton | ||||||||
| 2185 Ringling Boulevard | Sarasota | FL | 34237 | President / Director | 40.00 | $224,889 | $50,269 | $0 |
| Cathryn A Harper | ||||||||
| 2185 Ringling Boulevard | Sarasota | FL | 34237 | Secretary / Treasurer | 40.00 | $66,500 | $10,261 | $0 |
| Jay Crouse | ||||||||
| 2185 Ringling Boulevard | Sarasota | FL | 34237 | Vice President / Director | 0.50 | $0 | $0 | $0 |
| Reuben Beachy | ||||||||
| 2185 Ringling Boulevard | Sarasota | FL | 34237 | Director | 0.50 | $0 | $0 | $0 |
| Paul Crawley | ||||||||
| 2185 Ringling Boulevard | Sarasota | FL | 34237 | Director | 0.50 | $0 | $0 | $0 |
| Paul Brady | ||||||||
| 2185 Ringling Boulevard | Sarasota | FL | 34237 | Director | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UnitedHealthcare | |||||
| 9700 Health Care Ln | Minnetonka | MN | 55343 | Health Insurance | $58,472 |
| Bird Loechl McCants & Holliday LLC | |||||
| 3350 Riverwood Pkwy SE Ste 670 | Atlanta | GA | 30339 | Legal Services | $52,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Founding Fathers, LLC: Historical film development expenses and related costs. The planned historical films promote an appreciation for and understanding of the history of the United States of America, as well as the moral and Christian principles upon which it was founded, in furtherance of the Foundation's exempt purposes. | Description1Txt |
| Expenses1 | $32,511 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,206,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,227,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,979,550 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,413,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,413,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $771,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,642,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,532,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,532,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,677 | TotalTaxAmt |
| Distributable Before Adj | $2,472,451 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,472,451 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,472,451 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,507,173 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,507,173 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,472,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,201,920 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,507,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,201,920 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,167,198 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lenny Lehman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 Ringling Boulevard | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9413658603 | RecipientPhoneNum |
| Recipient Email Address | lenny@batempleton.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Instructions are provided on the Grant Pathway page on the Foundation's website. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Instructions are provided on the Knowledge Base page on the Foundation's website. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alpha & Omega Freedom Min Inc | ||||||
| PO Box 339 | Wauchula | FL | 33873 | PC | General support for program activities | $50,000 |
| Answers In Genesis | ||||||
| PO Box 510 | Hebron | KY | 41048 | PC | General support for program activities | $50,000 |
| Avenue941 Inc | ||||||
| 1616 59th St W | Bradenton | FL | 34209 | PC | General support for program activities | $50,000 |
| Blackaby Ministries International | ||||||
| PO Box 1035 | Jonesboro | GA | 30237 | PC | General support for program activities | $40,000 |
| Blessings of Hope | ||||||
| 500 Becker Rd | Leola | PA | 17540 | PC | General support for program activities | $25,000 |
| Calvary Baptist Church dba Camp Calvary | ||||||
| 48 New Schaefferstown Rd | Bernville | PA | 19506 | PC | General support for program activities | $10,000 |
| Child & Parental Rights Campaign Inc | ||||||
| 5805 State Bridge Rd Suite G310 | Johns Creek | GA | 30097 | PC | General support for program activities | $50,000 |
| Christian Academy of Knoxville Inc | ||||||
| 529 Academy Way | Knoxville | TN | 37923 | PC | General support for program activities | $50,000 |
| Christian Legal Society | ||||||
| 8000 Braddock Rd Ste 302 | Springfield | VA | 22151 | PC | General support for program activities | $50,000 |
| City of Refuge | ||||||
| 1300 Joseph E Boone Blvd NW | Atlanta | GA | 30314 | PC | General support for program activities | $25,000 |
| City Shepherds | ||||||
| 8285 Elm Hill Circle | Knoxville | TN | 37919 | PC | General support for program activities | $25,000 |
| CITYCommit | ||||||
| 5020 Clark Rd | Sarasota | FL | 34233 | PC | General support for program activities | $70,500 |
| Cross International Inc | ||||||
| 1280 SW 36th Ave Suite 303 | Pompano Beach | FL | 33069 | PC | General support for program activities | $50,000 |
| CRU (Campus Crusade for Christ) | ||||||
| PO Box 628222 | Orlando | FL | 32862 | PC | General support for program activities | $3,900 |
| CURE International | ||||||
| 70 Ionia Ave SW Suite 200 | Grand Rapids | MI | 49503 | PC | General support for program activities | $25,000 |
| Cutting Edge Ministries | ||||||
| PO Box 1640 | Wauchula | FL | 33873 | PC | General support for program activities | $29,000 |
| Discipleship Network of America | ||||||
| 100 Downers Grove | Signal Mountain | TN | 37377 | PC | General support for program activities | $70,000 |
| Door of Hope Ministry Inc | ||||||
| 1710 Lynn Rd | Columbus | NC | 28722 | PC | General support for program activities | $50,000 |
| Elite Teams Inc | ||||||
| 147 41st Cir E | Bradenton | FL | 34208 | PC | General support for program activities | $25,000 |
| Fresh Start Ministries & Mentoring | ||||||
| 1160 Persimmon Rd | Palm Harbor | FL | 34683 | PC | General support for program activities | $12,500 |
| Friends of Tenwek | ||||||
| 1132 Greenbridge Dr | Matthews | NC | 28105 | PC | General support for program activities | $50,000 |
| Galatians 62 Inc | ||||||
| 518 13th St W | Bradenton | FL | 34205 | PC | General support for program activities | $25,000 |
| Hearts Afire Inc | ||||||
| 35246 US Hwy 19 N 158 | Palm Harbor | FL | 34684 | PC | General support for program activities | $51,000 |
| Hope of Life International | ||||||
| 125 Sockanosset Cross Rd Ste B | Cranston | RI | 02920 | PC | General support for program activities | $50,000 |
| Love in the Name of Christ of S Lee & N Collier Communities | ||||||
| 9200 Bonita Beach Rd 204 | Bonita Springs | FL | 34135 | PC | General support for program activities | $20,000 |
| National Christian Foundation Tampa Bay | ||||||
| 707 N Franklin St Suite 800 | Tampa | FL | 33602 | PC | General support for program activities | $398,750 |
| Pine Valley Bible Conference | ||||||
| 504 Chapel Dr | Ellwood City | PA | 16117 | PC | General support for program activities | $50,000 |
| Prison Book Project | ||||||
| 110 S Hopkins Ave | Titusville | FL | 32780 | PC | General support for program activities | $20,000 |
| RBC Ministries dba Our Daily Bread Ministries | ||||||
| 3000 Kraft Ave SE | Grand Rapids | MI | 49512 | PC | General support for program activities | $25,000 |
| Reach International Ministries Inc | ||||||
| PO Box 1212 | Midland | MI | 48641 | PC | General support for program activities | $1,500 |
| Restored to Dream Inc | ||||||
| 3737 1st St NE | St Petersburg | FL | 33704 | PC | General support for program activities | $25,000 |
| Resurrection House | ||||||
| 507 Kumquat Court | Sarasota | FL | 34236 | PC | General support for program activities | $25,000 |
| Sarasota Prayer Breakfast Inc | ||||||
| PO Box 19026 | Sarasota | FL | 34276 | PC | General support for program activities | $10,000 |
| Seneca Hills Bible Camp & Retreat Center | ||||||
| 276 Damascus Rd | Polk | PA | 16342 | PC | General support for program activities | $50,000 |
| SOLVE Maternity Homes | ||||||
| 1335 Manatee Ave W | Bradenton | FL | 34205 | PC | General support for program activities | $46,375 |
| SOZO Missions Inc | ||||||
| 3124 17th St E | Bradenton | FL | 34208 | PC | General support for program activities | $25,000 |
| Star Gospel Mission | ||||||
| 474 Meeting St | Charleston | SC | 29403 | PC | General support for program activities | $50,000 |
| Steve Wingfield Ministries Inc | ||||||
| 4153 Quarles Ct | Harrisonburg | VA | 22801 | PC | General support for program activities | $400 |
| Suncoast Stars Community Inc | ||||||
| 6160 Palomino Circle | Bradenton | FL | 34201 | PC | General support for program activities | $7,500 |
| Suncoast Youth For Christ | ||||||
| 1901 30th Ave W | Bradenton | FL | 34205 | PC | General support for program activities | $50,000 |
| Support After Abortion Inc | ||||||
| 2528 Hobblebrush Dr | North Port | FL | 34289 | PC | General support for program activities | $50,000 |
| The Salvation Army - Sarasota County | ||||||
| PO Box 50305 | Sarasota | FL | 34232 | PC | General support for program activities | $500 |
| The Twig Cares Inc | ||||||
| 826 Pinebrook Rd | Venice | FL | 34285 | PC | General support for program activities | $2,500 |
| Trans World Radio | ||||||
| 300 Gregson Dr PO Box 8700 | Cary | NC | 27512 | PC | General support for program activities | $21,248 |
| Truly Valued Inc | ||||||
| PO Box 381 | Palmetto | FL | 34220 | PC | General support for program activities | $40,000 |
| Water Missions International | ||||||
| PO Box 71489 | North Charleston | SC | 29415 | PC | General support for program activities | $50,000 |
| Young Life | ||||||
| 126 Coming St | Charleston | SC | 29403 | PC | General support for program activities | $15,000 |
| Youth for Tomorrow New Life Center Inc | ||||||
| 11835 Hazel Circle Dr | Bristow | VA | 20136 | PC | General support for program activities | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,970,673 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,663 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,976,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $171,862 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Ord. Loss - Partnership Investment | 14 | -$2,045 |
| Interest - IRS 1099INT | 01 | $981 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,502,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,502,495 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $40,547 | Amt |
| Net Investment Income | $4,524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,023 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Office furniture | 2006-03-24 | $15,448 | $15,448 | SL | 7.000000000000 | $0 | $0 |
| Office furniture | 2006-03-26 | $3,990 | $3,990 | SL | 7.000000000000 | $0 | $0 |
| Office furniture | 2006-10-19 | $7,176 | $7,176 | SL | 7.000000000000 | $0 | $0 |
| Storage cabinet | 2006-09-25 | $124 | $124 | SL | 7.000000000000 | $0 | $0 |
| Leasehold Improvements | 2006-06-27 | $3,369 | $1,841 | SL | 31.500000000000 | $107 | $0 |
| Signs | 2006-04-27 | $417 | $417 | SL | 7.000000000000 | $0 | $0 |
| Software | 2007-03-10 | $116 | $116 | SL | 3.000000000000 | $0 | $0 |
| Leasehold Improvements | 2007-12-27 | $1,769 | $707 | SL | 39.000000000000 | $45 | $0 |
| Office furniture - Peggy | 2008-07-11 | $1,840 | $1,840 | 200SL | 7.000000000000 | $0 | $0 |
| Water System | 2008-04-25 | $2,500 | $2,500 | 200SL | 7.000000000000 | $0 | $0 |
| Office furniture - Terry | 2008-12-11 | $1,441 | $1,441 | 200SL | 7.000000000000 | $0 | $0 |
| Samsung Television | 2020-02-27 | $749 | $620 | 200SL | 5.000000000000 | $86 | $0 |
| Software | 2019-10-02 | $2,900 | $2,900 | SL | 3.000000000000 | $0 | $0 |
| iPad | 2019-11-25 | $1,421 | $1,222 | 200SL | 5.000000000000 | $159 | $0 |
| iPad | 2020-02-03 | $1,379 | $1,156 | 200SL | 5.000000000000 | $157 | $0 |
| iPad | 2020-02-03 | $1,379 | $1,156 | 200SL | 5.000000000000 | $157 | $0 |
| iPad | 2020-02-03 | $1,379 | $1,156 | 200SL | 5.000000000000 | $157 | $0 |
| iPad | 2020-02-03 | $1,379 | $1,156 | 200SL | 5.000000000000 | $157 | $0 |
| Building - 2185 Ringling Blvd. | 2020-09-01 | $265,000 | $20,102 | SL | 39.000000000000 | $6,795 | $0 |
| (3) Newegg external hard drives | 2021-06-08 | $690 | SL | 5.000000000000 | $0 | $0 | |
| 2020 Camry | 2021-11-01 | $23,136 | $8,483 | SL | 5.000000000000 | $4,627 | $0 |
| Epson ET-3850 Color Printer | 2022-04-05 | $321 | $91 | SL | 5.000000000000 | $64 | $0 |
| Computer Equipment | 2021-09-30 | $1,417 | $543 | SL | 5.000000000000 | $283 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP Morgan | $8,825,562 | $8,825,562 |
| Capstan | $2,192,562 | $2,192,562 |
| Hightower | $3,288,386 | $3,288,386 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | United Development Funding III, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,550 | BookValueAmt |
| EOYFMV | $4,550 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Office furniture | $15,448 | $15,448 | $0 |
| Office furniture | $3,990 | $3,990 | $0 |
| Office furniture | $7,176 | $7,176 | $0 |
| Storage cabinet | $124 | $124 | $0 |
| Leasehold Improvements | $3,369 | $1,948 | $1,421 |
| Signs | $417 | $417 | $0 |
| Software | $116 | $116 | $0 |
| Leasehold Improvements | $1,769 | $752 | $1,017 |
| Office furniture - Peggy | $1,840 | $1,840 | $0 |
| Water System | $2,500 | $2,500 | $0 |
| Office furniture - Terry | $1,441 | $1,441 | $0 |
| Samsung Television | $749 | $706 | $43 |
| Software | $2,900 | $2,900 | $0 |
| iPad | $1,421 | $1,381 | $40 |
| iPad | $1,379 | $1,313 | $66 |
| iPad | $1,379 | $1,313 | $66 |
| iPad | $1,379 | $1,313 | $66 |
| iPad | $1,379 | $1,313 | $66 |
| Building - 2185 Ringling Blvd. | $265,000 | $26,897 | $238,103 |
| (3) Newegg external hard drives | $690 | $690 | $0 |
| 2020 Camry | $23,136 | $13,110 | $10,026 |
| Epson ET-3850 Color Printer | $321 | $155 | $166 |
| Computer Equipment | $1,417 | $826 | $591 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $96,102 | LegalFeesAmt |
| Net Investment Income | $45,247 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,855 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Miscellaneous | $27,077 | $3,162 | $23,645 |
| Licenses & Fees | $5,775 | $5,564 | $211 |
| Software Subscriptions | $29,048 | $2,905 | $26,143 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Ord. Loss - Partnership Investment | -$2,045 | -$2,045 | -$2,045 |
| Interest - IRS 1099INT | $981 | $981 | $981 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $1,643,887 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll Tax Payable | Desc |
| BOY Book Value | $3,076 | BOYBookValueAmt |
| EOY Book Value | $19,677 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management fees | $98,092 | $98,092 | $0 |
| Insurance fees | $2,268 | $227 | $2,041 |
| Program Consulting fees | $1,150 | $0 | $1,150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal excise tax | $67,516 | $0 | $0 |
| Foreign tax on investments | $5,010 | $5,010 | $0 |
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