2022-12-07T09:33:44-06:00 2021-08-31 204193611 Batts Morrison Wales and Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990PF 2020-09-01 203073117 The Bill & Ann Templeton Foundation Inc BILL 9413658603 2185 Ringling Boulevard Sarasota FL 342377003 Terry Templeton President 9413658603 2022-12-07 1 Terry Templeton 999009999 Kaylyn A Varnum P01691975 4077706000 2022-08-17 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 45574651 X 1776 X 284552 284552 1635825 1635825 1635825 863024 7930263 863024 1939 1939 2787116 2785340 305494 30549 274945 23008 2301 20707 18124 1812 16312 53175 28723 24452 31391 3139 28252 171967 169967 2000 24984 6940 0 10695 0 30122 3013 27109 5082 508 4574 2368857 2338159 30698 3042899 2585111 429049 1549828 1549828 4592727 2585111 1978877 -1805611 200229 264350 33794 33794 1653810 2722710 2722710 13679299 12890101 12890101 29375000 29375000 29375000 29375000 62394 83460 83460 355775 88566 12214 267209 267209 473146 202377 202377 45520213 45574651 45574651 0 0 X 45520213 45574651 45520213 45574651 45520213 45574651 45520213 -1805611 1860049 45574651 0 45574651 Publicly Traded Securities 7930263 7067239 863024 863024 863024 2783 0 2783 0 2783 26000 0 9300 0 35300 X 2 32515 32515 0 0 0 0 0 0 0 0 1 0 0 1 1 FL VA 1 0 0 0 1 1 www.batempleton.org Cathy Harper 9413658603 2185 Ringling Boulevard Sarasota FL 34237 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Terry Templeton 2185 Ringling Boulevard Sarasota FL 34237 President / Director 40.00 190000 40660 0 Cathryn A Harper 2185 Ringling Boulevard Sarasota FL 34237 Secretary / Treasurer 40.00 66300 8534 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 Philip Templeton 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 NONE 0 Georgelas Group LLC 8405 Greensboro Drive Suite P130 Mclean VA 22102 Rezoning services 2329227 Bird Loechl McCants & Holliday LLC 1150 Monarch Plaza 3414 Peachtree Rd Atlanta GA 30326 Legal services 52035 0 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. 4547 0 14922917 472406 29580524 44975847 0 0 44975847 674638 44301209 2215060 2215060 2783 2783 2212277 0 2212277 0 2212277 1978877 0 1978877 0 1978877 2212277 1743300 0 0 1978877 1743300 0 0 235577 0 0 0 0 0 0 0 0 1976700 0 0 0 Lenny Lehman 2185 Ringling Boulevard Sarasota FL 34237 9413658603 lenny@batempleton.org Instructions are provided on the Grant Pathway page on the Foundation's website. None Instructions are provided on the Knowledge Base page on the Foundation's website. A Door of Hope Inc PO Box 3164 Pinellas Park FL 33780 PC General support for program activities 45000 A Time to Revive 1899 Porter Lake Dr 101 Sarasota FL 34240 PC General support for program activities 36153 Alpha & Omega Freedom Ministries Inc PO Box 339 Wauchula FL 33873 PC General support for program activities 50000 Apartment Life FL 2124 L Don Dodson Dr Unit 1369 Bedford TX 76021 PC General support for program activities 37000 Christian Leadership Concepts PO Box 3645 Brentwood TN 37024 PC General support for program activities 25000 Christian Legal Society 8001 Braddock Rd Suite 302 Springfield VA 22151 PC General support for program activities 50000 CITYCommit 7539 Botanica Pkwy Sarasota FL 34238 PC General support for program activities 70000 Cutting Edge Ministries PO Box 1640 Wauchula FL 33873 PC General support for program activities 41300 Discipleship Network of America 100 Downers Grove Signal Mountain TN 37377 PC General support for program activities 65000 East-West Ministries International 2001 W Plano Pkwy Suite 3000 Plano TX 75075 PC General support for program activities 15000 EPCA 5207 Doyle Parker Ave Bowling Green FL 33834 PC General support for program activities 34886 Faith Baptist Church 4105 Plank Rd Fredericksburg VA 22407 PC General support for program activities 60000 Fellowship of Christian Athletes 1728 S Lakeside Ct Venice FL 34293 PC General support for program activities 16475 First Baptist Church of Land O' Lakes 5105 School Rd Land O Lakes FL 34638 PC General support for program activities 500 Flourishnow 15275 Collier Blvd Naples FL 34119 PC General support for program activities 25000 Galatians 62 Inc 518 13th St W Bradenton FL 34205 PC General support for program activities 73966 Global Disciples 315 W James St Suite 202 Lancaster PA 17603 PC General support for program activities 26765 Harvest Preparation International Ministries 3205 Southgate Cir Suite 21 Sarasota FL 34239 PC General support for program activities 75600 Hearts Afire Inc 35246 US Hwy 19 158 Palm Harbor FL 34684 PC General support for program activities 15000 Israel Team Advocates International PO Box 91779 Mobile AL 36691 PC General support for program activities 28252 Kinship United 5105 Tollview Dr Suite 155 Rolling Meadows IL 60008 PC General support for program activities 15282 National Christian Foundation Tampa Bay 707 N Franklin St Suite 800 Tampa FL 33602 PC Contribution to donor advised fund 340000 Pine Valley Bible Conference 504 Chapel Dr Ellwood City PA 161174702 PC General support for program activities 30000 Pregnancy Solutions Inc 504 East Venice Ave Venice FL 34285 PC General support for program activities 50768 Prodigal Daughters Journey Home Inc 365 Braden Ave Sarasota FL 34243 PC General support for program activities 27866 Rocket Phonics Foundation Inc 7320 Bounty Dr Sarasota FL 342312427 PC General support for program activities 19160 Sarasota Hope House 1872 18th St Sarasota FL 34234 PC General support for program activities 30000 Sarasota Medical Pregnancy Center 1762 Hawthorne St Suite 5 Sarasota FL 34239 PC General support for program activities 48400 SOZO Missions Inc 3124 17th St E Bradenton FL 34208 PC General support for program activities 2500 Steve Wingfield Ministries Inc 4153 Quarles Ct Harrisonburg VA 22801 PC General support for program activities 15000 The Twig Cares Inc 826 Pinebrook Rd Venice FL 34285 PC General support for program activities 1500 Trans World Radio PO Box 8700 Cary NC 275128700 PC General support for program activities 12705 Truly Valued Inc PO Box 381 Palmetto FL 34220 PC General support for program activities 750 Water Missions International PO Box 71489 North Charleston SC 29415 PC General support for program activities 50000 WIN Ministries PO Box 530044 Harlingen TX 78553 PC General support for program activities 65000 Youth for Tomorrow New Life Center Inc 11835 Hazel Circle Dr Bristow VA 20136 PC General support for program activities 50000 1549828 0 14 284552 16 1635825 14 1939 18 863024 0 2785340 0 2785340 0 0 0 0 0 0 0 0 0 0 Accounting fees 31391 3139 28252 Office furniture 2006-03-24 15448 15448 SL 7.000000000000 0 0 Office furniture 2006-03-26 3990 3990 SL 7.000000000000 0 0 Office furniture 2006-10-19 7176 7176 SL 7.000000000000 0 0 Storage cabinet 2006-09-25 124 124 SL 7.000000000000 0 0 Leasehold Improvements 2006-06-27 3369 1520 SL 31.500000000000 107 0 Telephone 2006-03-21 1647 1647 SL 7.000000000000 0 0 Shredder 2006-04-04 122 122 SL 5.000000000000 0 0 Vacuum 2006-04-18 148 148 SL 5.000000000000 0 0 Signs 2006-04-27 417 417 SL 7.000000000000 0 0 Software 2007-03-10 116 116 SL 3.000000000000 0 0 Printer 2007-01-12 430 430 200SL 5.000000000000 0 0 Printer 2007-01-18 150 150 200SL 5.000000000000 0 0 Phone System 2007-02-06 3478 3478 200SL 7.000000000000 0 0 Leasehold Improvements 2007-12-27 1769 572 SL 39.000000000000 45 0 Office furniture - Peggy 2008-07-11 1840 1840 200SL 7.000000000000 0 0 Water System 2008-04-25 2500 2500 200SL 7.000000000000 0 0 Office furniture - Terry 2008-12-11 1441 1441 200SL 7.000000000000 0 0 Samsung Television 2020-02-27 749 150 200SL 5.000000000000 240 0 Software 2019-10-02 2900 886 SL 3.000000000000 967 0 iPad 2019-11-25 1421 426 200SL 5.000000000000 398 0 iPad 2020-02-03 1379 322 200SL 5.000000000000 423 0 iPad 2020-02-03 1379 322 200SL 5.000000000000 423 0 iPad 2020-02-03 1379 322 200SL 5.000000000000 423 0 iPad 2020-02-03 1379 322 200SL 5.000000000000 423 0 Apple Computer 2011-06-13 447 447 200DB 5.000000000000 0 0 Apple Computer 2011-06-14 1636 1636 200DB 5.000000000000 0 0 Apple Computer 2011-11-30 1731 1731 200DB 5.000000000000 0 0 Computer 2012-11-01 1356 1356 200DB 5.000000000000 0 0 Desk 2013-03-25 1254 1232 200DB 7.000000000000 0 0 2011 Toyota 2015-09-21 20451 19141 200DB 5.000000000000 44 0 Apple Computer 2018-11-16 3273 3273 200DB 5.000000000000 0 0 Apple Computer 2018-05-14 1636 1636 200DB 5.000000000000 0 0 Apple Computer 2018-05-04 1636 1636 200DB 5.000000000000 0 0 Fireproof file cabinet 2018-03-20 1914 1914 200DB 7.000000000000 0 0 Building - 2185 Ringling Blvd. 2020-09-01 265000 SL 39.000000000000 6512 0 (3) Newegg external hard drives 2021-06-08 690 SL 5.000000000000 690 0 Request of abatement from any late filing penalties: The Foundation is requesting abatement from any late filing penalties incurred in connection with the 2020 Form 990-PF due to reasonable cause, given that the IRS inadvertently temporarily terminated the Foundation and erroneously changed the Foundation's accounting period in its system.The Foundation timely e-filed the extension for its Form 990-PF for the year ended August 30, 2021, prior to its initial due date, January 15th. The Foundation attempted to timely e-file the Form 990-PF prior to its initial due date, July 15th; however, the Form 990-PF was rejected from e-filing. Per a conversation with IRS Agent Mr. Perry (ID#1000196396) on July 6th, 2022, the rejection was due to the IRS inadvertently and erroneously terminating the Foundation in the IRS system. Mr. Perry indicated that it would take up to six weeks for the IRS system to be updated in a manner that would enable the Foundation to file its Form 990-PF.The Foundation re-attempted to e-file the Form 990-PF on July 13, 2022 and again on the final due date, July 15, 2022. Each time, the Form 990-PF was rejected because the IRS system had not yet been updated.The Foundation attempted to e-file the Form 990-PF on August 15, 2022 after the IRS corrected the Foundation's status as an exempt organization in the IRS records. However, the Form 990-PF was rejected because the IRS erroneously changed the Foundation's accounting period in its system. The IRS' correction of the accounting period caused an additional delay in the Foundation's ability to e-file the Form 990-PF. Therefore, due to reasonable cause and not willful neglect, the Form 990-PF was not able to be e-filed prior to the extended due date, July 15, 2022. The Foundation has an established history of timely-filing its Forms 990-PF and would have timely-filed this 2020 Form 990-PF but for the IRS' erroneous listing of the Foundation as having been terminated in the IRS system and the IRS' erroneous change to the Foundation's accounting period. Therefore, the Foundation respectfully requests abatement of any late filing penalties incurred in connection with the late-filing of this 2020 Form 990-PF. JP Morgan 7406506 7406506 Capstan 2280370 2280370 Fidelity/Hightower 3203225 3203225 United Development Funding III, LP FMV 83460 83460 Office furniture 15448 15448 0 0 Office furniture 3990 3990 0 0 Office furniture 7176 7176 0 0 Storage cabinet 124 124 0 0 Leasehold Improvements 3369 1627 1742 1742 Telephone 1647 1647 0 0 Shredder 122 122 0 0 Vacuum 148 148 0 0 Signs 417 417 0 0 Software 116 116 0 0 Printer 430 430 0 0 Printer 150 150 0 0 Phone System 3478 3478 0 0 Leasehold Improvements 1769 617 1152 1152 Office furniture - Peggy 1840 1840 0 0 Water System 2500 2500 0 0 Office furniture - Terry 1441 1441 0 0 Samsung Television 749 390 359 359 Software 2900 1853 1047 1047 iPad 1421 824 597 597 iPad 1379 745 634 634 iPad 1379 745 634 634 iPad 1379 745 634 634 iPad 1379 745 634 634 Apple Computer 447 447 0 0 Apple Computer 1636 1636 0 0 Apple Computer 1731 1731 0 0 Computer 1356 1356 0 0 Desk 1254 1232 22 22 2011 Toyota 20451 19185 1266 1266 Apple Computer 3273 3273 0 0 Apple Computer 1636 1636 0 0 Apple Computer 1636 1636 0 0 Fireproof file cabinet 1914 1914 0 0 Building - 2185 Ringling Blvd. 265000 6512 258488 258488 (3) Newegg external hard drives 690 690 0 0 Legal fees 53175 28723 24452 Capitalized loan costs 208000 208000 208000 Accumulated Amortization -208000 -208000 -208000 Hild Mortgage Receivable 211264 205524 205524 2185 JR LLC 265000 0 0 Payroll Tax Payable -3118 -3147 -3147 Miscellaneous 31041 3122 27919 Licenses & Fees 7329 4550 2779 Rezoning Fees 2330487 2330487 0 Miscellaneous Income 1939 1939 1939 Unrealized Gain on Investments 1860049 Investment Management fees 135345 135345 0 Management and Consulting fees 16000 16000 0 Insurance fees 2222 222 2000 Appraisal fees 18400 18400 0 Federal excise tax 18044 0 0 Foreign tax on investments 6940 6940 0