TEMPLETON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TEMPLETON FOUNDATION INC (EIN 22-6035108)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202303079349101295
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T15:12:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226035108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEMP | BusinessNameControlTxt |
| Phone | 6109412828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CONSHOHOCKEN STATE RD 500 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER TEMPLETON DILL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6109412828 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | TEMPLETON DILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2022-10-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,366,981 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $67,496 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $345 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $345 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,397,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,696 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $283,723 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $343,658 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$59,935 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$59,935 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,101 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,101 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $171,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,825 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$59,935 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $345,415 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,460 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $283,884 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $197,388 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $253,651 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $121,178 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $117,823 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $65,549 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $53,479 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,544 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $49,666 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,711 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $34,325 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $32,215 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,781 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,781 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $43,372 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $43,522 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $366,928 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $358,499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,264,672 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,202,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,264,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,202,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,093,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,779 | CashBOYAmt |
| Cash EOY | $388,490 | CashEOYAmt |
| Cash EOYFMV | $388,490 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,797,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $369,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $369,325 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18,305 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,983 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,305 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,305 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $103,379 | InventoriesBOYAmt |
| Inventories EOY | $110,053 | InventoriesEOYAmt |
| Inventories EOYFMV | $110,053 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $26,283 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,439 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,439 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $7,745,114 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,770,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,770,451 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $32,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,282 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $28,564 | LandBOYAmt |
| Land EOY | $17,852 | LandEOYAmt |
| Land EOYFMV | $17,852 | LandEOYFMVAmt |
| Other Assets BOY | $834,683 | OtherAssetsBOYAmt |
| Other Assets EOY | $681,066 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $681,066 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,574,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,366,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,366,981 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $167,503 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $168,517 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $709,046 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $876,549 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $168,517 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,697,870 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,198,464 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,697,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,198,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,574,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,366,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,697,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,093,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,604,584 | SubtotalAmt |
| Other Decreases | $1,406,120 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,198,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 54,832.32 SHRS BNYM GLOBAL STOCK FUND | 2020-11-03 | 2022-08-22 | $1,272,658 | $1,336,828 | -$64,170 | -$64,170 |
| 4,305.89 SHRS MATTHEWS ASIAN SELECTIONS FUND | 2022-09-30 | $250,000 | $113,331 | $136,669 | $136,669 | |
| 2104.15 SHRS GENERAL TRES & AGNCY MMKT | 2022-11-17 | $2,104 | $2,104 | $0 | $0 | |
| 800,000 SHRS WF 1751 GOVERNMENT | 2022-09-16 | $800,000 | $800,000 | $0 | $0 | |
| ARTISAN GLOBAL VALUE INST CAP GAIN DIST | 2022-11-22 | $28,403 | $28,403 | $28,403 | ||
| BNY MELLON GLOBAL STOCK FUND CAP GAIN DIST | 2022-03-30 | $9,526 | $9,526 | $9,526 | ||
| FIRST EAGLE OVERSEAS FD CLASS I CAP GAIN DIST | 2022-12-02 | $35,268 | $35,268 | $35,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,696 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,682 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,682 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,815 | OverpaymentAmt |
| Applied To ES Tax | $3,815 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TEMPLETONPRESS.ORG | WebsiteAddressTxt |
| Individual With Books | KRISTEN SHAW | IndividualWithBooksNm |
| Phone | 6109412828 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CONSHOHOCKEN STATE RD STE 500 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN T CAMERON | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE/TREASURER | 1.00 | $3,100 | $0 | $0 |
| BRIAN CRAWFORD | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | DIRECTOR OF INVESTMENTS | 1.00 | $0 | $0 | $0 |
| DAVID G MYERS | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE | 1.00 | $4,300 | $0 | $0 |
| HANDLY TEMPLETON | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| HARVEY M TEMPLETON III | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE/SECRETARY | 1.00 | $4,600 | $0 | $0 |
| HEATHER TEMPLETON DILL | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LEIGH ECHOLS CAMERON | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE | 1.00 | $2,500 | $0 | $0 |
| KAREN MILLER | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT PHILLIPS | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE/CHAIR | 1.00 | $4,600 | $0 | $0 |
| SUSAN ARELLANO | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | VICE PRESIDENT | 40.00 | $320,815 | $54,330 | $0 |
| WENDY BROOKS | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE | 1.00 | $2,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA VERGILIO | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | PRODUCTION COORDINAT | 40.00 | $97,820 | $22,583 | $0 |
| DANIEL REILLY | ||||||||
| 300 CONSHOHOCKEN STATE RD STE 500 | WEST CONSHOHOCKEN | PA | 19428 | MKTG & PUBL COORDINA | 40.00 | $98,743 | $20,701 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOHN TEMPLETON FOUNDATION | |||||
| 300 CONSHOHOCKEN STATE RD STE 500 | W CONSHOHOCKEN | PA | 19428 | EXEMPT FUNCTION MGMT | $115,000 |
| UNIVERSITY OF CHICAGO PRESS | |||||
| 11030 SOUTH LANGLEY | CHICAGO | IL | 60628 | DISTRIBUTION/WAREHOUSE SERVICES | $101,417 |
| ERNST & YOUNG US LLP | |||||
| 200 PLAZA DRIVE SUITE 2222 | SECAUCUS | NJ | 07094 | ACCOUNTING/TAX SERVICES | $55,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLICATION OF BOOKS, WEBSITE, AND INFORMATION REGARDING THE RELATIONSHIP BETWEEN SCIENCE AND RELIGION, ENCOURAGING CHARACTER DEVELOPMENT AND ENHANCING INDIVIDUAL FREEDOM. | Description1Txt |
| Expenses1 | $1,202,520 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,802,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,040,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,843,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,843,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,725,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,867 | TotalTaxAmt |
| Distributable Before Adj | $384,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $384,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $384,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,202,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,202,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,320,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $857,113 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $922,162 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $860,575 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $705,145 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,665,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,202,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $384,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $818,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,484,011 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,320,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,163,105 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $857,113 | ExcessFromYear4Amt |
| Excess From Year3 | $922,162 | ExcessFromYear3Amt |
| Excess From Year2 | $860,575 | ExcessFromYear2Amt |
| Excess From Year1 | $705,145 | ExcessFromYear1Amt |
| Excess From Current Year | $818,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,683 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,696 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$59,935 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,825 | ExclusionAmt |
| Related Or Exempt Function Incm | -$59,935 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,890 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | THE SALE OF INVENTORY IS A DIRECT LINK TO THE PUBLIC FOR TEMPLETON FOUNDATION, INC. TO PROMOTE AND ENCOURAGE PROGRESS IN NEW SPIRITUAL INFORMATION & RESEARCH, PROVIDE ANALYSIS OF THE RELATIONSHIP BETWEEN SCIENCE & RELIGION, SUPPORT THE APPLICATION OF THE SCIENTIFIC METHOD OF SPIRITUAL CONCEPTS AND ENCOURAGE CHARACTER DEVELOPMENT AND THE ENHANCEMENT OF INDIVIDUAL FREEDOM. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN TEMPLETON FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CONSHOHOCKEN STATE RD STE 500 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $67,496 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $65,210 | Amt |
| Net Investment Income | $15,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $49,666 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII, LINE 1 | BRIAN CRAWFORD SERVED AS DIRECTOR OF INVESTMENTS FOR TFI FROM 6/26/22 TO 12/31/22. BRIAN CRAWFORD ALSO WORKS 40 HOURS OR MORE FOR THE JOHN TEMPLETON FOUNDATION.KAREN MILLER SERVED AS ASSISTANT TREASURER FOR TFI FROM 1/1/22 TO 7/22/22.HEATHER TEMPLETON DILL ALSO WORKS 40 HOURS OR MORE FOR THE JOHN TEMPLETON FOUNDATION. |
| FORM 990-PF, PART VII, LINE 2 | ALL OF THE HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, LINE 2 CAN BE REACHED AT THE FOLLOWING ADDRESS:300 CONSHOHOCKEN STATE RD, STE 500WEST CONSHOHOCKEN, PA 19428 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTISAN PA GLOBAL VALUE INST'L SHS | FMV | $836,569 | $836,569 |
| BERKSHIRE HATHAWAY INC. CLASS B | FMV | $1,936,803 | $1,936,803 |
| FIRST EAGLE OVERSEAS FUND CLASS I | FMV | $1,060,892 | $1,060,892 |
| MATTHEWS ASIAN SEL FUND CLASS B | FMV | $1,165,189 | $1,165,189 |
| SANDS CAP GL GRWTH FD INST'L SHARES | FMV | $770,998 | $770,998 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $65,549 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $53,479 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY ADVANCES | Desc |
| BOY Book Value | $834,683 | BOYBookValueAmt |
| EOY Book Value | $681,066 | EOYBookValueAmt |
| EOYFMV | $681,066 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,406,120 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXEMPT FUNCTION MGMT FEE | $115,000 | $11,500 | $0 | $103,500 |
| MARKETING AND PROMOTIONAL | $108,560 | $0 | $0 | $117,308 |
| DISTRIBUTION EXPENSE | $89,697 | $0 | $0 | $88,560 |
| DEVELOPMENT COSTS | $24,587 | $0 | $0 | $25,964 |
| INSURANCE | $19,911 | $0 | $0 | $14,546 |
| SUPPLIES | $2,476 | $0 | $0 | $2,476 |
| SHIPPING AND POSTAGE | $2,449 | $0 | $0 | $2,417 |
| INFORMATION TECHNOLOGY SERV | $1,212 | $0 | $0 | $1,212 |
| BANK FEES | $918 | $0 | $0 | $918 |
| LICENSES AND FEES | $811 | $0 | $0 | $291 |
| DUES AND SUBSCRIPTIONS | $677 | $0 | $0 | $677 |
| MISCELLANEOUS EXPENSES | $630 | $0 | $0 | $630 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN RIGHTS, ROYALTIES, AND PERMISSIONS INCOME | Desc |
| Revenue And Expenses Per Books | $4,101 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,101 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $4,815 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |