The Bill & Ann Templeton Foundation Inc
The Bill & Ann Templeton Foundation maintains substantial assets and reports no officer compensation, indicating strong financial stewardship.
EIN: 203073117 · Sarasota, FL · NTEE: T22 · Updated: 2026-03-28
Is The Bill & Ann Templeton Foundation Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Bill & Ann Templeton Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Bill & Ann Templeton Foundation Inc
The Bill & Ann Templeton Foundation Inc (EIN: 203073117) is a nonprofit organization based in Sarasota, FL, classified under NTEE code T22. The organization reported total revenue of $7.9M and total assets of $53.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Bill & Ann Templeton Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Bill & Ann Templeton Foundation Inc is a mid-size nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 25.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.4M |
| Total Expenses | $2.6M |
| Surplus / Deficit | $-154,278 |
| Total Assets | $49.8M |
| Total Liabilities | $3K |
| Net Assets | $49.8M |
| Operating Margin | -6.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 232.1 months |
Financial Health Grade: B
In 2023, The Bill & Ann Templeton Foundation Inc reported a deficit of $154K with expenses exceeding revenue, holds 232.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), The Bill & Ann Templeton Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 25.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +16.3% | +4.9% | +0.5% |
| 2022 | -25.3% | -46.5% | +8.8% |
| 2021 | -73.2% | +126.9% | +0.1% |
| 2020 | +117.6% | -0.8% | +21.3% |
| 2019 | +241.3% | +148.9% | +20.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Bill & Ann Templeton Foundation Inc with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, The Bill & Ann Templeton Foundation Inc allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $154K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership either serves on a volunteer basis or is compensated through other means not classified as officer compensation, which is highly favorable for donor confidence and resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for The Bill & Ann Templeton Foundation Inc:
- Zero officer compensation reported across all filings, indicating highly efficient use of funds.
- Substantial and consistently growing asset base, currently at $53,174,148, providing long-term financial stability.
- Strong financial health with significant capacity for grantmaking.
- High transparency regarding executive compensation practices.
Frequently Asked Questions about The Bill & Ann Templeton Foundation Inc
Is The Bill & Ann Templeton Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, The Bill & Ann Templeton Foundation Inc (EIN: 203073117) appears legitimate. Mission Score: 90/100. 0 red flags identified, 4 strengths noted.
How does The Bill & Ann Templeton Foundation Inc spend its money?
The Bill & Ann Templeton Foundation Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to The Bill & Ann Templeton Foundation Inc tax-deductible?
The Bill & Ann Templeton Foundation Inc is registered as a tax-exempt nonprofit (EIN: 203073117). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is The Bill & Ann Templeton Foundation Inc a good charity?
Based on the available IRS 990 data, the foundation appears to be a very good charity. It has a substantial asset base of over $53 million, consistently reports zero officer compensation, and has a history of significant grantmaking activity, suggesting a strong commitment to its mission and efficient use of resources.
How does the foundation manage its administrative costs?
The consistent reporting of 0% officer compensation across all filings suggests extremely low administrative overhead, at least concerning executive salaries. This indicates a highly efficient operational model, likely relying on volunteer efforts or minimal paid staff for administrative functions.
What is the trend in the foundation's assets?
The foundation's assets have shown consistent and significant growth, from $197,136 in 2011 to $53,174,148 currently. This indicates effective investment management and a growing capacity for philanthropic activities.
Does the foundation rely heavily on new donations?
Given its substantial and growing asset base, the foundation likely operates primarily as an endowment-based grantmaker, drawing from investment returns rather than relying heavily on continuous new public donations. The fluctuating revenue figures, sometimes significantly higher than expenses, also suggest investment income plays a major role.
Filing History
IRS 990 filing history for The Bill & Ann Templeton Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Bill & Ann Templeton Foundation Inc's revenue has grown by 1406.3%, moving from $161K to $2.4M. Total assets increased by 25165.9% over the same period, from $197K to $49.8M. Total functional expenses rose by 2545.5%, from $97K to $2.6M. In its most recent filing year (2023), The Bill & Ann Templeton Foundation Inc reported a deficit of $154K, with expenses exceeding revenue. The organization holds $3K in liabilities against $49.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $49.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.4M | $2.6M | $49.8M | $3K | — | View 990 |
| 2022 | $2.1M | $2.5M | $49.6M | $3K | — | View 990 |
| 2021 | $2.8M | $4.6M | $45.6M | $1 | — | View 990 |
| 2020 | $10.4M | $2.0M | $45.5M | $0 | — | View 990 |
| 2019 | $4.8M | $2.0M | $37.5M | $600K | — | View 990 |
| 2015 | $1.4M | $819K | $31.2M | $600K | — | View 990 |
| 2014 | $28.7M | $266K | $30.7M | $600K | — | View 990 |
| 2013 | $1.0M | $181K | $1.6M | $0 | — | View 990 |
| 2012 | $1.0M | $446K | $762K | $0 | — | View 990 |
| 2011 | $161K | $97K | $197K | $737 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.4M, expenses of $2.6M, and assets of $49.8M (revenue +16.3% year-over-year).
- 2022: Revenue of $2.1M, expenses of $2.5M, and assets of $49.6M (revenue -25.3% year-over-year).
- 2021: Revenue of $2.8M, expenses of $4.6M, and assets of $45.6M (revenue -73.2% year-over-year).
- 2020: Revenue of $10.4M, expenses of $2.0M, and assets of $45.5M (revenue +117.6% year-over-year).
- 2019: Revenue of $4.8M, expenses of $2.0M, and assets of $37.5M (revenue +241.3% year-over-year).
- 2015: Revenue of $1.4M, expenses of $819K, and assets of $31.2M (revenue -95.1% year-over-year).
- 2014: Revenue of $28.7M, expenses of $266K, and assets of $30.7M (revenue +2663.5% year-over-year).
- 2013: Revenue of $1.0M, expenses of $181K, and assets of $1.6M (revenue +2.8% year-over-year).
- 2012: Revenue of $1.0M, expenses of $446K, and assets of $762K (revenue +529.3% year-over-year).
- 2011: Revenue of $161K, expenses of $97K, and assets of $197K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Bill & Ann Templeton Foundation Inc:
Data Sources and Methodology
This transparency report for The Bill & Ann Templeton Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.