The Bill & Ann Templeton Foundation Inc is a 501(c)(3) organization based in Sarasota, Florida, registered in 2005, with $4,502,495 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$4.5M
▲ 86.0% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$2.8M
Net assets
$53.2M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for The Bill & Ann Templeton Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The Bill & Ann Templeton Foundation Inc: 228 mo reserves · +38% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for The Bill & Ann Templeton Foundation Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The Bill & Ann Templeton Foundation Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $2.8M (FY2020) to $4.5M (FY2023) across 4 reported years.
Financial snapshot
Operating margin
37.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$53.2M
Total liabilities
$20K
Net assets
$53.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $4,502,495▲86.0% | $2,796,944▲8.6% | $53,154,471▲6.7% | $53,174,148▲6.8% | 990PF |
| 2022 | $2,421,244▲16.3% | $2,575,522▲4.9% | $49,805,033▲0.5% | $49,808,109▲0.5% | 990PF |
| 2021 | $2,082,304▼25.3% | $2,455,205▼46.5% | $49,574,891▲8.8% | $49,578,099▲8.8% | 990PF |
| 2020 | $2,787,116 | $4,592,727▲4618% | $45,574,651▲23105% | $45,574,651▲23018% | 990PF |
| 2011 | — | $97,355 | $196,399 | $197,136 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for The Bill & Ann Templeton Foundation Inc (EIN 20-3073117) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.