The Bill & Ann Templeton Foundation Inc

Sarasota, FL
Tax-exempt since Dec. 2005
EIN: 20-3073117

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.5M (2024)

Expenses

$2.8M (2024)

Total Assets

$53.2M (2024)

Total Liabilities

$19.7k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Revenue

$4,502,495

Expenses

$2,796,944

Net Income

$1,705,551

Net Assets

$53,154,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$355,663	7.9%
Dividends	$0
Sales of Assets	$171,862	3.8%
Other Income	-$1,064

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,507,173	89.6%
Compensation of Officers*	$351,919	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$53,174,148
Total Liabilities	$19,677
Net Assets	$53,154,471

Compensation

Key Employees and Officers	Compensation	Other
Terry Templeton (President / Director)	$224,889	$50,269
Cathryn A Harper (Secretary / Treasurer)	$66,500	$10,261
Jay Crouse (Vice President / Director)	$0	$0
Reuben Beachy (Director)	$0	$0
Paul Crawley (Director)	$0	$0
Paul Brady (Director)	$0	$0

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990-PF

Filed on May 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$2,421,244

Expenses

$2,575,522

Net Income

-$154,278

Net Assets

$49,805,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$339,854	14.0%
Dividends	$0
Sales of Assets	$239,701	9.9%
Other Income	$273	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,395,586	93.0%
Compensation of Officers*	$307,521	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,808,109
Total Liabilities	$3,076
Net Assets	$49,805,033

Compensation

Key Employees and Officers	Compensation	Other
Terry Templeton (President / Director)	$190,000	$42,171
Cathryn A Harper (Secretary / Treasurer)	$66,300	$9,050
Jay Crouse (Vice President / Director)	$0	$0
Reuben Beachy (Director)	$0	$0
Philip Templeton (Director (Ended 05/23))	$0	$0
Paul Crawley (Director)	$0	$0
Paul Brady (Director)	$0	$0

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990-PF

Filed on July 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$2,082,304

Expenses

$2,455,205

Net Income

-$372,901

Net Assets

$49,574,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$377	0.0%
Interest Revenue	$303,854	14.6%
Dividends	$0
Sales of Assets	$101,528	4.9%
Other Income	-$1,708

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,238,580	91.2%
Compensation of Officers*	$305,720	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,578,099
Total Liabilities	$3,208
Net Assets	$49,574,891

Compensation

Key Employees and Officers	Compensation	Other
Terry Templeton (President / Director)	$190,000	$40,514
Cathryn A Harper (Secretary / Treasurer)	$66,300	$8,905
Jay Crouse (Vice President / Director)	$0	$0
Reuben Beachy (Director)	$0	$0
Philip Templeton (Director)	$0	$0
Paul Crawley (Director)	$0	$0
Paul Brady (Director)	$0	$0

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990-PF

Filed on July 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$2,787,116

Expenses

$4,592,727

Net Income

-$1,805,611

Net Assets

$45,574,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,776	0.1%
Interest Revenue	$284,552	10.2%
Dividends	$0
Sales of Assets	$863,024	31.0%
Other Income	$1,939	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,978,877	43.1%
Compensation of Officers*	$305,494	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,574,651
Total Liabilities	$0
Net Assets	$45,574,651

Compensation

Key Employees and Officers	Compensation	Other
Terry Templeton (President / Director)	$190,000	$40,660
Cathryn A Harper (Secretary / Treasurer)	$66,300	$8,534
Jay Crouse (Vice President / Director)	$0	$0
Reuben Beachy (Director)	$0	$0
Philip Templeton (Director)	$0	$0
Paul Crawley (Director)	$0	$0

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990-PF

Filed on Dec. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$10,380,936

Expenses

$2,024,313

Net Income

$8,356,623

Net Assets

$45,520,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,465,348	81.5%
Interest Revenue	$228,315	2.2%
Dividends	$0
Sales of Assets	$67,994	0.7%
Other Income	$711	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,221,860	60.4%
Compensation of Officers*	$202,852	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,520,213
Total Liabilities	$0
Net Assets	$45,520,213

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2019

Revenue

$4,770,881

Expenses

$2,039,855

Net Income

$2,731,026

Net Assets

$36,935,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,627,651	76.0%
Interest Revenue	$79,720	1.7%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,653,163	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,535,895
Total Liabilities	$600,000
Net Assets	$36,935,895

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$1,397,996

Expenses

$819,499

Net Income

$578,497

Net Assets

$30,646,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,826	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$12,119	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$586,850	71.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,246,083
Total Liabilities	$600,000
Net Assets	$30,646,083

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$28,746,959

Expenses

$266,173

Net Income

$28,480,786

Net Assets

$30,097,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,033,472	97.5%
Interest Revenue	$2,844	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$31,345	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,561	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,697,056
Total Liabilities	$600,000
Net Assets	$30,097,056

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,040,242

Expenses

$181,475

Net Income

$858,767

Net Assets

$1,620,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,013,500	97.4%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$26,742	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,951	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,620,670
Total Liabilities	$0
Net Assets	$1,620,670

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,011,546

Expenses

$446,042

Net Income

$565,504

Net Assets

$761,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,001,000	99.0%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$10,546	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,929	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$761,903
Total Liabilities	$0
Net Assets	$761,903

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$160,740

Expenses

$97,355

Net Income

$63,385

Net Assets

$196,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$146,000	90.8%
Interest Revenue	$9	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$14,731	9.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,458	13.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$197,136
Total Liabilities	$737
Net Assets	$196,399

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

The Bill & Ann Templeton Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.5M (2024)

Expenses $2.8M (2024)

Total Assets $53.2M (2024)

Total Liabilities $19.7k (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$4.5M (2024)

Expenses

$2.8M (2024)

Total Assets

$53.2M (2024)

Total Liabilities

$19.7k (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005