THE BILL & ANN TEMPLETON FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE BILL & ANN TEMPLETON FOUNDATION INC (EIN 20-3073117)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201231319349100833
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T14:43:06-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020662166 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILES & THIRION CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 PROCTOR ROAD SUITE F | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34231 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203073117 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEMP | NameControl |
| Phone | 9413658603 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 RINGLING BOULEVARD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34237 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILFRED S TEMPLETON | Name |
| Title | DIRECTOR | Title |
| Phone | 9413658603 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN KNUTH | Name |
| PTIN | P00106705 | PTIN |
| Phone | 9419297725 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 197136 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 146000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 14731 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 10486 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 160740 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10495 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 101 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7025 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 50628 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 281 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 6696 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 19166 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 83897 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 13458 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 13458 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 97355 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13458 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 63385 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10495 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8258 | CashBOY |
| Cash EOY | 80136 | CashEOY |
| Cash EOYFMV | 80136 | CashEOYFMV |
| Investments Other BOY | 101466 | InvestmentsOtherBOY |
| Investments Other EOY | 102202 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 102202 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 49912 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 35120 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 21488 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 14792 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 14792 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 5850 | OtherAssetsBOY |
| Other Assets EOY | 6 | OtherAssetsEOY |
| Other Assets EOYFMV | 6 | OtherAssetsEOYFMV |
| Total Assets BOY | 137062 | TotalAssetsBOY |
| Total Assets EOY | 197136 | TotalAssetsEOY |
| Total Assets EOYFMV | 197136 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 4048 | AccountsPayableBOY |
| Accounts Payable EOY | 737 | AccountsPayableEOY |
| Total Liabilities BOY | 4048 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 737 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 133014 | RetainedEarningsBOY |
| Retained Earnings EOY | 196399 | RetainedEarningsEOY |
| Total Net Assets BOY | 133014 | TotalNetAssetsBOY |
| Total Net Assets EOY | 196399 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 137062 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 197136 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 133014 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 63385 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 196399 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 196399 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23079 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 146320 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.157730 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71900 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 199092 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.361140 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 373679 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 413752 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.903147 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 392318 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 831763 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.471670 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 108446 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.893687 | TotalDistributionRatio |
| Average Distribution Ratio | 0.378737 | AverageDistributionRatio |
| Net Noncharitable Assets | 133185 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50442 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 105 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50547 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 13458 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 210 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 210 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 210 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 210 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.THETEMPLETONFOUNDATION.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHY HARPER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9413658603 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 RINGLING BOULEVARD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILFRED S TEMPLETON | ||||||||
| 323 BEN FRANKLIN DRIVE | SARASOTA | FL | 34236 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| ANN J TEMPLETON | ||||||||
| 323 BEN FRANKLIN DRIVE | SARASOTA | FL | 34236 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| ANTHONY TEMPLETON | ||||||||
| 2185 RINGLING BLVD | SARASOTA | FL | 34237 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| STEVE ALLEN | ||||||||
| 2825 SARASOTA GOLF CLUB BLVD | SARASOTA | FL | 34240 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| REUBEN BEACHY | ||||||||
| 1055 FOX CREEK DRIVE | SARASOTA | FL | 34240 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| JAY CROUSE | ||||||||
| 303 S PALM AVENUE | SARASOTA | FL | 34236 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| JAMES TAYLOR | ||||||||
| 647 OWL WAY | SARASOTA | FL | 34236 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| TERRY TEMPLETON | ||||||||
| 3409 MARBLE CREST DRIVE | LAND O LAKES | FL | 34638 | DIRECTOR | 8.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON CAPITAL MANAGEMENT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 RINGLING BOULEVARD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | CONSULTING | TypeOfService |
| Compensation | 50628 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 101870 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18545 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 14798 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 135213 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 135213 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2028 | CashDeemedCharitable |
| Net Noncharitable Assets | 133185 | NetNoncharitableAssets |
| Minimum Investment Return | 6659 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6659 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 210 | TaxBasedOnInvestmentIncome |
| Total Tax | 210 | TotalTax |
| Distributable Amount Before Adj | 6449 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 6449 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 6449 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 13458 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 13458 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 13458 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6449 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 108446 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 351882 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 353205 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 62167 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15976 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 891676 | TotalExcessDistriCarryover |
| Qualifying Distributions | 13458 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6449 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7009 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 898685 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 108446 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 790239 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 351882 | ExcessFromYear4 |
| Excess From Year3 | 353205 | ExcessFromYear3 |
| Excess From Year2 | 62167 | ExcessFromYear2 |
| Excess From Year1 | 15976 | ExcessFromYear1 |
| Excess From Current Year | 7009 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILFRED S TEMPLETON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | PEGGY OLSEN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 RINGLING BOULEVARD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9413658603 | RecipientPhoneNumber |
| Form And Info And Materials | REQUESTS FOR SUPPORT SHOULD BE MADE BY LETTER OF INQUIRY RATHER THAN WITH A FULL GRANT PROPOSAL OR A REQUEST FOR A PERSONAL MEETING. THE LETTER SHOULD NOT EXCEED TWO PAGES AND SHOULD CONCISELY DESCRIBE THE PROJECT OR ACTIVITIES FOR WHICH SUPPORT IS SOUGHT, AND THE OBJECTIVES, AND ANTICIPATED OUTCOMES AND IMPLICATIONS OF THE PROJECT OR ACTIVITY. THE LETTER SHOULD INCLUDE THE APPROXIMATE STARTING DATE AND DURATION OF THE PROPOSED ACTIVITIES. | FormAndInfoAndMaterials |
| Submission Deadlines | LETTERS OF INQUIRY WILL BE CONSIDERED AT ANY TIME. | SubmissionDeadlines |
| Restrictions On Awards | THE FOUNDATION CONSIDERS LETTERS OF INQUIRY FROM NONPROFIT ORGANIZATIONS WHOSE REQUESTS FALL WITHIN THE PHILOSOPHY OF GIVING FOR THE TEMPLETON FOUNDATION. THE TEMPLETON FOUNDATION SUPPORTS FAITH-BASED MINISTRIES THAT BOTH HELP OTHERS COME TO KNOW JESUS CHRIST AS THE LORD OF THEIR LIVES AND ENCOURAGE SPIRITUAL GROWTH. THE PRIMARY FOCUS OF SUPPORT WILL BE TO MANATEE AND SARASOTA COUNTIES OF FLORIDA. HOWEVER, REQUESTS FROM OTHER GEOGRAPHIC LOCATIONS WILL BE CONSIDERED AS LONG AS THEY ARE FROM A QUALIFIED U.S. BASED TAX-EXEMPT ORGANIZATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| TRINITY CHRISTIAN FELLOWSHIP CENTER | ||||||
| 800 COCOANUT AVENUE | SARASOTA | FL | 34236 | PUBLIC CHARITY | OPERATIONS & PROGRAMS | $508 |
| FLORIDA MEN OF INTEGRITY | ||||||
| 4223 NW 32ND STREET | GAINESVILLE | FL | 32605 | PUBLIC CHARITY | OPERATIONS & PROGRAMS | $9,700 |
| FORTY CARROTS FAMILY CENTER | ||||||
| 1500 S TUTTLE AVENUE | SARASOTA | FL | 34239 | PUBLIC CHARITY | OPERATIONS & PROGRAMS | $500 |
| HALLETT MINISTRIES | ||||||
| 2413 24TH WAY | SARASOTA | FL | 34235 | PUBLIC CHARITY | OPERATIONS & PROGRAMS | $1,200 |
| THE RENEW GROUP INC | ||||||
| 900 COCOANUT AVENUE | SARASOTA | FL | 34236 | PUBLIC CHARITY | OPERATIONS & PROGRAMS | $1,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 13458 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,486 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | -$12,586 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$2,091 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -2091 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumber |
| Relationship Statement | A PRAYER BREAKFAST WAS HELD FOR THE GAME PLAN FOR LIFE MINISTRY TO FURTHER THE FOUNDATION'S GOAL OF IMPACTING COMMUNITIES FOR CHANGE AND GROWTH IN AREAS OF BODY, SOUL AND SPIRIT THROUGH THE SUPPORT OF ESTABLISHED FAITH-BASED MINISTRIES OF LIKE HEART AND PURPOSE. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WILFRED TEMPLETON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 BEN FRANKLIN DRIVE | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342362003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 145000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILES & THIRION CPA, PA | Category |
| Amount | $7,025 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (20 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITUE | 2006-03-24 | 15448 | 9931 | SL | 7.000000000000 | 2207 | 0 |
| OFFICE FURNITURE | 2006-03-26 | 3990 | 2565 | SL | 7.000000000000 | 570 | 0 |
| OFFICE FURNITURE | 2006-10-19 | 7176 | 4612 | SL | 7.000000000000 | 1025 | 0 |
| STORAGE CABINET | 2006-09-25 | 124 | 80 | SL | 7.000000000000 | 18 | 0 |
| LEASEHOLD IMPROVEMENTS | 2006-06-27 | 3369 | 486 | SL | 31.500000000000 | 107 | 0 |
| TELEPHONE | 2006-03-21 | 1647 | 1058 | SL | 7.000000000000 | 235 | 0 |
| SHREDDER | 2006-04-04 | 122 | 110 | SL | 5.000000000000 | 12 | 0 |
| VACUUM | 2006-04-18 | 148 | 133 | SL | 5.000000000000 | 15 | 0 |
| COMPUTERS & PRINTERS | 2006-03-27 | 4206 | 3785 | SL | 5.000000000000 | 421 | 0 |
| SIGNS | 2006-04-27 | 417 | 268 | SL | 7.000000000000 | 60 | 0 |
| COMPUTER | 2007-03-10 | 834 | 584 | 200DB | 5.000000000000 | 167 | 0 |
| SOFTWARE | 2007-03-10 | 116 | 116 | SL | 3.000000000000 | 0 | 0 |
| PRINTER | 2007-01-12 | 430 | 301 | 200DB | 5.000000000000 | 86 | 0 |
| PRINTER | 2007-01-18 | 150 | 105 | 200DB | 5.000000000000 | 30 | 0 |
| PHONE SYSTEM | 2007-02-06 | 3478 | 1739 | 200DB | 7.000000000000 | 497 | 0 |
| LEASEHOLD IMPROVEMENTS | 2007-12-27 | 1769 | 137 | SL | 39.000000000000 | 45 | 0 |
| OFFICE FURNITURE - PEGGY | 2008-07-11 | 1840 | 657 | 200DB | 7.000000000000 | 338 | 0 |
| WATER SYSTEM | 2008-04-25 | 2500 | 952 | 200DB | 7.000000000000 | 442 | 0 |
| OFFICE FURNITURE - TERRY | 2008-12-11 | 1441 | 429 | 200DB | 7.000000000000 | 289 | 0 |
| COMPUTER | 2008-05-11 | 707 | 376 | 200DB | 5.000000000000 | 132 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UNITED DEVELOPMENT FUNDING III LP | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 102202 | BookValue |
| EOYFMV | 102202 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (20 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| OFFICE FURNITUE | 15448 | 12138 | 3310 | 0 |
| OFFICE FURNITURE | 3990 | 3135 | 855 | 0 |
| OFFICE FURNITURE | 7176 | 5637 | 1539 | 0 |
| STORAGE CABINET | 124 | 98 | 26 | 0 |
| LEASEHOLD IMPROVEMENTS | 3369 | 593 | 2776 | 0 |
| TELEPHONE | 1647 | 1293 | 354 | 0 |
| SHREDDER | 122 | 122 | 0 | |
| VACUUM | 148 | 148 | 0 | |
| COMPUTERS & PRINTERS | 4206 | 4206 | 0 | |
| SIGNS | 417 | 328 | 89 | 0 |
| COMPUTER | 834 | 751 | 83 | 0 |
| SOFTWARE | 116 | 116 | 0 | |
| PRINTER | 430 | 387 | 43 | 0 |
| PRINTER | 150 | 135 | 15 | 0 |
| PHONE SYSTEM | 3478 | 2236 | 1242 | 0 |
| LEASEHOLD IMPROVEMENTS | 1769 | 182 | 1587 | 0 |
| OFFICE FURNITURE - PEGGY | 1840 | 995 | 845 | 0 |
| WATER SYSTEM | 2500 | 1394 | 1106 | 0 |
| OFFICE FURNITURE - TERRY | 1441 | 718 | 723 | 0 |
| COMPUTER | 707 | 508 | 199 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DUNLAP & MORAN PA | Category |
| Amount | $101 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (4 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DEPOSITS | 300 | ||
| WEBSITE DEVELOPMENT | 3900 | 3900 | 3900 |
| LESS ACCUMULATED AMORTIZATION | -3900 | -3900 | -3900 |
| ADVANCES RECEIVABLE | 5550 | 6 | 6 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 1000 | 0 | 0 |
| MEALS & ENTERTAINMENT | 875 | 0 | 0 |
| OFFICE SUPPLIES | 160 | 0 | 0 |
| WEBSITE | 300 | 0 | 0 |
| GPFL PRAYER BREAKFAST EXPENSES | 16831 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| LIMITED PARTNERSHIP INCOME | 10486 | 10486 | 10486 |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | 4245 | 4245 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEMPLETON CAPITAL MANAGEMENT | Category |
| Amount | $50,628 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| WILFRED S TEMPLETON | |||
| 323 BEN FRANKLIN DRIVE | SARASOTA | FL | 34236 |
| ANN J TEMPLETON | |||
| 323 BEN FRANKLIN DRIVE | SARASOTA | FL | 34236 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LICENSES AND FEES | $61 | 0 | 0 |
| 2010 INCOME TAX | $220 | 0 | 0 |
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