Franklin Templeton Charitable Foundation Inc

San Mateo, CA
Tax-exempt since Nov. 2000
EIN: 31-1738146

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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

$1.73M (2023)

Expenses

$1.77M (2023)

Total Assets

$2.14M (2023)

Total Liabilities

$280k (2023)

Years with missing data

Source: Form 990 tax filings from 2012 to 2023

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 Sept.
2023

Revenue

$1,733,332

Expenses

$1,765,089

Net Income

-$31,757

Net Assets

$1,858,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,686,700	97.3%
Interest Revenue	$0
Dividends	$46,632	2.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,721,673	97.5%
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	$2,137,772
Total Liabilities	$279,525
Net Assets	$1,858,247

Compensation

Key Employees and Officers	Compensation	Other
Patricia Lattin (Board Member)	$0	$0
Regina Curry (Board Member)	$0	$0
Annie Thomen (Vice President)	$0	$0
Selene Oh (Board Member)	$0	$0

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990-PF

Filed on Aug. 14, 2024

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

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XML

Fiscal Year Ending Sept.
2022

Revenue

$1,054,627

Expenses

$1,744,404

Net Income

-$689,777

Net Assets

$1,890,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,050,000	99.6%
Interest Revenue	$0
Dividends	$4,627	0.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,691,314	97.0%
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	$2,140,882
Total Liabilities	$250,878
Net Assets	$1,890,004

Compensation

Key Employees and Officers	Compensation	Other
Patricia Lattin (Board Member)	$0	$0
Kevin O'connor (Board Member)	$0	$0
Regina Curry (Board Member)	$0	$0
Annie Thomen (Vice President)	$0	$0

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990-PF

Filed on Oct. 18, 2023

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

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Schedules ▼

XML

Fiscal Year Ending March
2021

Revenue

$7,015

Expenses

$2,138,835

Net Income

-$2,131,820

Net Assets

$2,465,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,577	36.7%
Interest Revenue	$4,181	59.6%
Dividends	$257	3.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,129,365	99.6%
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	$2,465,144
Total Liabilities	$105
Net Assets	$2,465,039

Compensation

Key Employees and Officers	Compensation	Other
Joseph A Sullivan (Director/President)	$0	$0
Peter H Nachtwey (Vice President/Treasurer)	$0	$0
Jennifer Byers (Vice President)	$0	$0
Susan Cutler (Vice President)	$0	$0
Gregg D Gorman (Vice President)	$0	$0
Dana Jackson (Vice President)	$0	$0
Tina Jurman (Vice President)	$0	$0
Michael P Mcallister (Vice President)	$0	$0
Thomas C Merchant (Secretary)	$0	$0
Beth O'malley (Assistant Secretary)	$0	$0
Melissa Warren (Assistant Secretary)	$0	$0
Patricia Lattin (Vice President)	$0	$0
Jennifer M Johnson (President)	$0	$0
Kevin O'connor (Vice President)	$0	$0
Regina Curry (Vice President)	$0	$0
Annie Thomen (Vice President)	$0	$0

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990-PF

Filed on Nov. 23, 2022

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

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Schedules ▼

XML

Fiscal Year Ending March
2020

Revenue

$864,655

Expenses

$1,478,986

Net Income

-$614,331

Net Assets

$4,596,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$779,656	90.2%
Interest Revenue	$84,999	9.8%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,474,578	99.7%
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	$4,632,398
Total Liabilities	$35,539
Net Assets	$4,596,859

990-PF

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

PDF

Fiscal Year Ending March
2019

Revenue

$4,068,166

Expenses

$2,495,321

Net Income

$1,572,845

Net Assets

$5,211,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,987,815	98.0%
Interest Revenue	$80,351	2.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,488,227	99.7%
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	$5,246,691
Total Liabilities	$35,500
Net Assets	$5,211,191

990-PF

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

PDF

Fiscal Year Ending March
2017

Revenue

$2,510,217

Expenses

$1,436,722

Net Income

$1,073,495

Net Assets

$4,493,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500,000	99.6%
Interest Revenue	$10,217	0.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,523,311	> 100%
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	$4,579,040
Total Liabilities	$85,500
Net Assets	$4,493,540

Compensation

Key Employees and Officers	Compensation	Other
Alan Magleby (Director)	$0	$0
Joseph A Sullivan (Director/President)	$0	$0
Peter H Nachtwey (Vp & Treasurer)	$0	$0
Auburn Bell (Vice President)	$0	$0
Jennifer Byers (Vice President)	$0	$0
Susan Cutler (Vice President)	$0	$0
Gregg D Gorman (Vice President)	$0	$0
Dana Jackson (Vice President)	$0	$0
Tina Jurman (Vice President)	$0	$0
John Kenney (Vice President)	$0	$0
Michael P Mc Allister (Vice President)	$0	$0
Thomas C Merchant (Secretary)	$0	$0
Beth O'malley (Assistant Secretary)	$0	$0
Melissa Warren (Assistant Secretary)	$0	$0

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990-PF

Filed on Sept. 12, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending March
2016

Revenue

$1,000,000

Expenses

$1,488,371

Net Income

-$488,371

Net Assets

$3,420,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,586,750	> 100%
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	$3,601,273
Total Liabilities	$181,228
Net Assets	$3,420,045

Compensation

Key Employees and Officers	Compensation	Other
Alan Magleby (Director)	$0	$0
Joseph A Sullivan (Director/President)	$0	$0
Peter H Nachtwey (Vp & Treasurer)	$0	$0
Auburn Bell (Vice President)	$0	$0
Jennifer Byers (Vice President)	$0	$0
Susan Cutler (Vice President)	$0	$0
Gregg D Gorman (Vice President)	$0	$0
Dana Jackson (Vice President)	$0	$0
Tina Jurman (Vice President)	$0	$0
John Kenney (Vice President)	$0	$0
Michael P Mc Allister (Vice President)	$0	$0
Thomas C Merchant (Secretary)	$0	$0
Beth O'malley (Assistant Secretary)	$0	$0
Melissa Warren (Assistant Secretary)	$0	$0

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990-PF

Filed on Oct. 14, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending March
2015

Revenue

$218

Expenses

$1,640,835

Net Income

-$1,640,617

Net Assets

$3,908,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$218	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,651,277	> 100%
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	$4,194,621
Total Liabilities	$286,205
Net Assets	$3,908,416

Compensation

Key Employees and Officers	Compensation	Other
Alan Magleby (Director)	$0	$0
Joseph A Sullivan (Director/President)	$0	$0
Peter H Nachtwey (Vp & Treasurer)	$0	$0
Auburn Bell (Vice President)	$0	$0
Jennifer Byers (Vice President Part Year)	$0	$0
Susan Cutler (Vice President Part Year)	$0	$0
Gregg D Gorman (Vice President)	$0	$0
Dana Jackson (Vice President Part Year)	$0	$0
Tina Jurman (Vice President Part Year)	$0	$0
John Kenney (Vice President Part Year)	$0	$0
Michael P Mcallister (Vice President)	$0	$0
Kelly Spilman (Vice President Part Year)	$0	$0
Thomas C Merchant (Secretary)	$0	$0
Elizabeth F Craig (Assistant Secretary Part Year)	$0	$0
Beth O'malley (Assistant Secretary Part Year)	$0	$0
Melissa Warren (Assistant Secretary Part Year)	$0	$0

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990-PF

Filed on Aug. 6, 2015

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

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Fiscal Year Ending March
2014

Revenue

$1,636

Expenses

$1,368,535

Net Income

-$1,366,899

Net Assets

$5,549,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,636	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,457,679	> 100%
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	$5,849,887
Total Liabilities	$300,854
Net Assets	$5,549,033

Compensation

Key Employees and Officers	Compensation	Other
Joseph A Sullivan (President)	$0	$0
Peter H Nachtwey (Vp & Treasurer)	$0	$0
Auburn Bell (Vice President)	$0	$0
Gregg D Gorman (Vice President)	$0	$0
Michael P Mcallister (Vice President)	$0	$0
Kelly Spilman (Vice President)	$0	$0
Thomas C Merchant (Secretary)	$0	$0
Elisabeth F Craig (Asst. Secretary)	$0	$0

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990-PF

Filed on Aug. 29, 2014

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

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Fiscal Year Ending March
2013

Revenue

$471,930

Expenses

$1,043,542

Net Income

-$571,612

Net Assets

$6,915,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$467,967	99.2%
Interest Revenue	$3,963	0.8%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,280,503	> 100%
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	$7,310,675
Total Liabilities	$394,743
Net Assets	$6,915,932

990-PF

Filed on Dec. 14, 2013

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2012

Revenue

$1,509,188

Expenses

$1,409,197

Net Income

$99,991

Net Assets

$7,487,544

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,504,000	99.7%
Interest Revenue	$5,188	0.3%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,419,246	> 100%
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	$8,125,504
Total Liabilities	$637,960
Net Assets	$7,487,544

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending March
2001

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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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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Franklin Templeton Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.73M (2023)

Expenses $1.77M (2023)

Total Assets $2.14M (2023)

Total Liabilities $280k (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2009

Revenue

$1.73M (2023)

Expenses

$1.77M (2023)

Total Assets

$2.14M (2023)

Total Liabilities

$280k (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

Fiscal Year Ending March
2010

Fiscal Year Ending March
2009

Fiscal Year Ending March
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending March
2006

Fiscal Year Ending March
2005

Fiscal Year Ending March
2004

Fiscal Year Ending March
2003

Fiscal Year Ending March
2002

Fiscal Year Ending March
2001