Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 09-01-2020 , and ending 08-31-2021
Name of foundation
The Bill & Ann Templeton Foundation
Inc
Number and street (or P.O. box number if mail is not delivered to street address)2185 Ringling Boulevard
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sarasota, FL342377003
A Employer identification number

20-3073117
B Telephone number (see instructions)

(941) 365-8603
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$45,574,651J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,776
2 Check bullet.............
3 Interest on savings and temporary cash investments 284,552 284,552  
4 Dividends and interest from securities...      
5a Gross rents............ 1,635,825 1,635,825  
b Net rental income or (loss) 1,635,825
6a Net gain or (loss) from sale of assets not on line 10 863,024
b Gross sales price for all assets on line 6a 7,930,263
7 Capital gain net income (from Part IV, line 2)... 863,024
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,939 1,939  
12 Total. Add lines 1 through 11........ 2,787,116 2,785,340  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 305,494 30,549   274,945
14 Other employee salaries and wages...... 23,008 2,301   20,707
15 Pension plans, employee benefits....... 18,124 1,812   16,312
16a Legal fees (attach schedule)......... Click to see attachment 53,175 28,723   24,452
b Accounting fees (attach schedule)....... Click to see attachment 31,391 3,139   28,252
c Other professional fees (attach schedule).... Click to see attachment 171,967 169,967   2,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,984 6,940   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 10,695 0  
20 Occupancy.............. 30,122 3,013   27,109
21 Travel, conferences, and meetings....... 5,082 508   4,574
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,368,857 2,338,159   30,698
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,042,899 2,585,111   429,049
25 Contributions, gifts, grants paid....... 1,549,828 1,549,828
26 Total expenses and disbursements. Add lines 24 and 25 4,592,727 2,585,111   1,978,877
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,805,611
b Net investment income (if negative, enter -0-) 200,229
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 264,350 33,794 33,794
2 Savings and temporary cash investments......... 1,653,810 2,722,710 2,722,710
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,679,299 Click to see attachment12,890,101 12,890,101
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet29,375,000
Less: accumulated depreciation (attach schedule) bullet   29,375,000 29,375,000 29,375,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 62,394 Click to see attachment83,460 83,460
14 Land, buildings, and equipment: basis bullet355,775
Less: accumulated depreciation (attach schedule) bullet88,566 12,214 Click to see attachment267,209 267,209
15 Other assets (describe bullet) Click to see attachment473,146 Click to see attachment202,377 Click to see attachment202,377
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,520,213 45,574,651 45,574,651
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 45,520,213 45,574,651
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 45,520,213 45,574,651
30 Total liabilities and net assets/fund balances (see instructions). 45,520,213 45,574,651
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
45,520,213
2
Enter amount from Part I, line 27a .....................
2
-1,805,611
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,860,049
4
Add lines 1, 2, and 3 ..........................
4
45,574,651
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
45,574,651
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,930,263   7,067,239 863,024
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       863,024
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 863,024
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,783
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,783
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,783
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,300
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 35,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 32,515
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet32,515 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL, VA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.batempleton.org
    14
    The books are in care ofbulletCathy Harper Telephone no.bullet (941) 365-8603

    Located atbullet2185 Ringling BoulevardSarasotaFL ZIP+4bullet34237
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Terry Templeton President / Director
    40.00     		190,000 40,660 0
    2185 Ringling Boulevard
    Sarasota,FL34237
    Cathryn A Harper Secretary / Treasurer
    40.00     		66,300 8,534 0
    2185 Ringling Boulevard
    Sarasota,FL34237
    Jay Crouse Vice President / Director
    0.50     		0 0 0
    2185 Ringling Boulevard
    Sarasota,FL34237
    Reuben Beachy Director
    0.50     		0 0 0
    2185 Ringling Boulevard
    Sarasota,FL34237
    Philip Templeton Director
    0.50     		0 0 0
    2185 Ringling Boulevard
    Sarasota,FL34237
    Paul Crawley Director
    0.50     		0 0 0
    2185 Ringling Boulevard
    Sarasota,FL34237
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Georgelas Group LLC Rezoning services 2,329,227
    8405 Greensboro Drive Suite P130
    Mclean,VA22102
    Bird Loechl McCants & Holliday LLC Legal services 52,035
    1150 Monarch Plaza 3414 Peachtree
    Rd
    Atlanta,GA30326
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 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. 4,547
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,922,917
    b
    Average of monthly cash balances.......................
    1b
    472,406
    c
    Fair market value of all other assets (see instructions)................
    1c
    29,580,524
    d
    Total (add lines 1a, b, and c).........................
    1d
    44,975,847
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    44,975,847
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    674,638
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    44,301,209
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,215,060
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,215,060
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,783
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,783
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,212,277
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,212,277
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,212,277
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,978,877
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,978,877
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,978,877
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,212,277
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,743,300
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,978,877
    a Applied to 2019, but not more than line 2a 1,743,300
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 235,577
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,976,700
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Lenny Lehman
    2185 Ringling Boulevard
    Sarasota,FL34237
    (941) 365-8603
    lenny@batempleton.org
    bThe form in which applications should be submitted and information and materials they should include:
    Instructions are provided on the Grant Pathway page on the Foundation's website.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Instructions are provided on the Knowledge Base page on the Foundation's website.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A Door of Hope Inc
    PO Box 3164
    Pinellas Park,FL33780     		  PC General support for program activities 45,000
    A Time to Revive
    1899 Porter Lake Dr 101
    Sarasota,FL34240     		  PC General support for program activities 36,153
    Alpha & Omega Freedom Ministries Inc
    PO Box 339
    Wauchula,FL33873     		  PC General support for program activities 50,000
    Apartment Life FL
    2124 L Don Dodson Dr Unit 1369
    Bedford,TX76021     		  PC General support for program activities 37,000
    Christian Leadership Concepts
    PO Box 3645
    Brentwood,TN37024     		  PC General support for program activities 25,000
    Christian Legal Society
    8001 Braddock Rd Suite 302
    Springfield,VA22151     		  PC General support for program activities 50,000
    CITYCommit
    7539 Botanica Pkwy
    Sarasota,FL34238     		  PC General support for program activities 70,000
    Cutting Edge Ministries
    PO Box 1640
    Wauchula,FL33873     		  PC General support for program activities 41,300
    Discipleship Network of America
    100 Downers Grove
    Signal Mountain,TN37377     		  PC General support for program activities 65,000
    East-West Ministries International
    2001 W Plano Pkwy Suite 3000
    Plano,TX75075     		  PC General support for program activities 15,000
    EPCA
    5207 Doyle Parker Ave
    Bowling Green,FL33834     		  PC General support for program activities 34,886
    Faith Baptist Church
    4105 Plank Rd
    Fredericksburg,VA22407     		  PC General support for program activities 60,000
    Fellowship of Christian Athletes
    1728 S Lakeside Ct
    Venice,FL34293     		  PC General support for program activities 16,475
    First Baptist Church of Land O' Lakes
    5105 School Rd
    Land O Lakes,FL34638     		  PC General support for program activities 500
    Flourishnow
    15275 Collier Blvd
    Naples,FL34119     		  PC General support for program activities 25,000
    Galatians 62 Inc
    518 13th St W
    Bradenton,FL34205     		  PC General support for program activities 73,966
    Global Disciples
    315 W James St Suite 202
    Lancaster,PA17603     		  PC General support for program activities 26,765
    Harvest Preparation International Ministries
    3205 Southgate Cir Suite 21
    Sarasota,FL34239     		  PC General support for program activities 75,600
    Hearts Afire Inc
    35246 US Hwy 19 158
    Palm Harbor,FL34684     		  PC General support for program activities 15,000
    Israel Team Advocates International
    PO Box 91779
    Mobile,AL36691     		  PC General support for program activities 28,252
    Kinship United
    5105 Tollview Dr Suite 155
    Rolling Meadows,IL60008     		  PC General support for program activities 15,282
    National Christian Foundation Tampa Bay
    707 N Franklin St Suite 800
    Tampa,FL33602     		  PC Contribution to donor advised fund 340,000
    Pine Valley Bible Conference
    504 Chapel Dr
    Ellwood City,PA161174702     		  PC General support for program activities 30,000
    Pregnancy Solutions Inc
    504 East Venice Ave
    Venice,FL34285     		  PC General support for program activities 50,768
    Prodigal Daughters Journey Home Inc
    365 Braden Ave
    Sarasota,FL34243     		  PC General support for program activities 27,866
    Rocket Phonics Foundation Inc
    7320 Bounty Dr
    Sarasota,FL342312427     		  PC General support for program activities 19,160
    Sarasota Hope House
    1872 18th St
    Sarasota,FL34234     		  PC General support for program activities 30,000
    Sarasota Medical Pregnancy Center
    1762 Hawthorne St Suite 5
    Sarasota,FL34239     		  PC General support for program activities 48,400
    SOZO Missions Inc
    3124 17th St E
    Bradenton,FL34208     		  PC General support for program activities 2,500
    Steve Wingfield Ministries Inc
    4153 Quarles Ct
    Harrisonburg,VA22801     		  PC General support for program activities 15,000
    The Twig Cares Inc
    826 Pinebrook Rd
    Venice,FL34285     		  PC General support for program activities 1,500
    Trans World Radio
    PO Box 8700
    Cary,NC275128700     		  PC General support for program activities 12,705
    Truly Valued Inc
    PO Box 381
    Palmetto,FL34220     		  PC General support for program activities 750
    Water Missions International
    PO Box 71489
    North Charleston,SC29415     		  PC General support for program activities 50,000
    WIN Ministries
    PO Box 530044
    Harlingen,TX78553     		  PC General support for program activities 65,000
    Youth for Tomorrow New Life Center Inc
    11835 Hazel Circle Dr
    Bristow,VA20136     		  PC General support for program activities 50,000
    Total .................................bullet 3a 1,549,828
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 284,552  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 1,635,825  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 1,939  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 863,024  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,785,340 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,785,340
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 31,391 3,139   28,252

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Office furniture 2006-03-24 15,448 15,448 SL 7.000000000000 0 0    
    Office furniture 2006-03-26 3,990 3,990 SL 7.000000000000 0 0    
    Office furniture 2006-10-19 7,176 7,176 SL 7.000000000000 0 0    
    Storage cabinet 2006-09-25 124 124 SL 7.000000000000 0 0    
    Leasehold Improvements 2006-06-27 3,369 1,520 SL 31.500000000000 107 0    
    Telephone 2006-03-21 1,647 1,647 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 3,478 3,478 200SL 7.000000000000 0 0    
    Leasehold Improvements 2007-12-27 1,769 572 SL 39.000000000000 45 0    
    Office furniture - Peggy 2008-07-11 1,840 1,840 200SL 7.000000000000 0 0    
    Water System 2008-04-25 2,500 2,500 200SL 7.000000000000 0 0    
    Office furniture - Terry 2008-12-11 1,441 1,441 200SL 7.000000000000 0 0    
    Samsung Television 2020-02-27 749 150 200SL 5.000000000000 240 0    
    Software 2019-10-02 2,900 886 SL 3.000000000000 967 0    
    iPad 2019-11-25 1,421 426 200SL 5.000000000000 398 0    
    iPad 2020-02-03 1,379 322 200SL 5.000000000000 423 0    
    iPad 2020-02-03 1,379 322 200SL 5.000000000000 423 0    
    iPad 2020-02-03 1,379 322 200SL 5.000000000000 423 0    
    iPad 2020-02-03 1,379 322 200SL 5.000000000000 423 0    
    Apple Computer 2011-06-13 447 447 200DB 5.000000000000 0 0    
    Apple Computer 2011-06-14 1,636 1,636 200DB 5.000000000000 0 0    
    Apple Computer 2011-11-30 1,731 1,731 200DB 5.000000000000 0 0    
    Computer 2012-11-01 1,356 1,356 200DB 5.000000000000 0 0    
    Desk 2013-03-25 1,254 1,232 200DB 7.000000000000 0 0    
    2011 Toyota 2015-09-21 20,451 19,141 200DB 5.000000000000 44 0    
    Apple Computer 2018-11-16 3,273 3,273 200DB 5.000000000000 0 0    
    Apple Computer 2018-05-14 1,636 1,636 200DB 5.000000000000 0 0    
    Apple Computer 2018-05-04 1,636 1,636 200DB 5.000000000000 0 0    
    Fireproof file cabinet 2018-03-20 1,914 1,914 200DB 7.000000000000 0 0    
    Building - 2185 Ringling Blvd. 2020-09-01 265,000   SL 39.000000000000 6,512 0    
    (3) Newegg external hard drives 2021-06-08 690   SL 5.000000000000 690 0    

    TY 2020 GeneralExplanationAttachment
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Identifier Return Reference Explanation
      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.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JP Morgan 7,406,506 7,406,506
    Capstan 2,280,370 2,280,370
    Fidelity/Hightower 3,203,225 3,203,225

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    United Development Funding III, LP FMV 83,460 83,460

    TY 2020 LandEtcSchedule2
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Office furniture 15,448 15,448 0 0
    Office furniture 3,990 3,990 0 0
    Office furniture 7,176 7,176 0 0
    Storage cabinet 124 124 0 0
    Leasehold Improvements 3,369 1,627 1,742 1,742
    Telephone 1,647 1,647 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 3,478 3,478 0 0
    Leasehold Improvements 1,769 617 1,152 1,152
    Office furniture - Peggy 1,840 1,840 0 0
    Water System 2,500 2,500 0 0
    Office furniture - Terry 1,441 1,441 0 0
    Samsung Television 749 390 359 359
    Software 2,900 1,853 1,047 1,047
    iPad 1,421 824 597 597
    iPad 1,379 745 634 634
    iPad 1,379 745 634 634
    iPad 1,379 745 634 634
    iPad 1,379 745 634 634
    Apple Computer 447 447 0 0
    Apple Computer 1,636 1,636 0 0
    Apple Computer 1,731 1,731 0 0
    Computer 1,356 1,356 0 0
    Desk 1,254 1,232 22 22
    2011 Toyota 20,451 19,185 1,266 1,266
    Apple Computer 3,273 3,273 0 0
    Apple Computer 1,636 1,636 0 0
    Apple Computer 1,636 1,636 0 0
    Fireproof file cabinet 1,914 1,914 0 0
    Building - 2185 Ringling Blvd. 265,000 6,512 258,488 258,488
    (3) Newegg external hard drives 690 690 0 0


    TY 2020 LegalFeesSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 53,175 28,723   24,452


    TY 2020 OtherAssetsSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Capitalized loan costs 208,000 208,000 208,000
    Accumulated Amortization -208,000 -208,000 -208,000
    Hild Mortgage Receivable 211,264 205,524 205,524
    2185 JR LLC 265,000 0 0
    Payroll Tax Payable -3,118 -3,147 -3,147


    TY 2020 OtherExpensesSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Miscellaneous 31,041 3,122   27,919
    Licenses & Fees 7,329 4,550   2,779
    Rezoning Fees 2,330,487 2,330,487   0


    TY 2020 OtherIncomeSchedule2
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous Income 1,939 1,939 1,939


    TY 2020 OtherIncreasesSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Description Amount
    Unrealized Gain on Investments 1,860,049


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management fees 135,345 135,345   0
    Management and Consulting fees 16,000 16,000   0
    Insurance fees 2,222 222   2,000
    Appraisal fees 18,400 18,400   0


    TY 2020 TaxesSchedule
    Name:
    The Bill & Ann Templeton Foundation
     
    Inc
    EIN:
    20-3073117
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal excise tax 18,044 0   0
    Foreign tax on investments 6,940 6,940   0