Civic Intelligence

The Batchelor Foundation Inc.

990PF • Fiscal year 2021 • EIN 65-0188171

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

1680 Michigan Avenue No Ph1Miami Beach, FL 33139

(305) 534-5004

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

18th percentile

$240,037

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

83rd percentile

25%

Faster asset growth than 83% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

99%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Assets

Up

$438,439,199

Up $89,039,222 (+25%) from 2020

Net Assets

Up

$437,627,034

Up $89,963,529 (+26%) from 2020

Liabilities

Down

$812,165

Down $924,307 (-53%) from 2020

Revenue

Up

$36,072,516

Up $17,908,729 (+99%) from 2020

Expenses

Down

$21,104,362

Down $2,819,123 (-12%) from 2020

Net Income

Up

$14,968,154

Up $20,727,852 (+360%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $260,321,004Liabilities 2010: $2,131,397Net Assets 2010: $258,189,6072010Assets 2011: $311,750,525Liabilities 2011: $2,264,373Net Assets 2011: $309,486,1522011Assets 2012: $294,822,269Liabilities 2012: $2,476,6072012Assets 2013: $352,753,085Liabilities 2013: $2,997,863Net Assets 2013: $349,755,2222013Assets 2014: $392,570,243Liabilities 2014: $12,338,324Net Assets 2014: $380,231,9192014Assets 2015: $372,536,098Liabilities 2015: $9,463,766Net Assets 2015: $363,072,3322015Assets 2016: $337,824,908Liabilities 2016: $7,855,231Net Assets 2016: $329,969,6772016Assets 2017: $370,820,631Liabilities 2017: $5,328,692Net Assets 2017: $365,491,9392017Assets 2018: $386,590,255Liabilities 2018: $4,539,161Net Assets 2018: $382,051,0942018Assets 2019: $376,558,197Liabilities 2019: $2,692,535Net Assets 2019: $373,865,6622019Assets 2020: $349,399,977Liabilities 2020: $1,736,472Net Assets 2020: $347,663,5052020Assets 2021: $438,439,199Liabilities 2021: $812,165Net Assets 2021: $437,627,0342021Assets 2022: $358,630,434Liabilities 2022: $3,160,601Net Assets 2022: $355,469,8332022Assets 2023: $373,730,719Liabilities 2023: $6,229,290Net Assets 2023: $367,501,4292023Assets 2024: $389,691,931Liabilities 2024: $7,185,231Net Assets 2024: $382,506,7002024

Highlighted filing

2021

Assets$438,439,199
Liabilities$812,165
Net Assets$437,627,034

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20M-$40MExpenses 2010: $12,226,3422010Expenses 2011: $15,631,0082011Revenue 2012: $10,653,046Expenses 2012: $13,798,297Net Income 2012: -$3,145,2512012Expenses 2013: $23,569,9992013Revenue 2014: $26,982,060Expenses 2014: $28,695,142Net Income 2014: -$1,713,0822014Revenue 2015: $27,393,058Expenses 2015: $21,630,576Net Income 2015: $5,762,4822015Revenue 2016: $11,509,185Expenses 2016: $25,633,777Net Income 2016: -$14,124,5922016Revenue 2017: $23,769,051Expenses 2017: $20,217,019Net Income 2017: $3,552,0322017Revenue 2018: $18,600,215Expenses 2018: $17,053,690Net Income 2018: $1,546,5252018Revenue 2019: $13,773,418Expenses 2019: $21,580,310Net Income 2019: -$7,806,8922019Revenue 2020: $18,163,787Expenses 2020: $23,923,485Net Income 2020: -$5,759,6982020Revenue 2021: $36,072,516Expenses 2021: $21,104,362Net Income 2021: $14,968,1542021Revenue 2022: $9,326,509Expenses 2022: $24,455,506Net Income 2022: -$15,128,9972022Revenue 2023: $1,025,577Expenses 2023: $26,244,058Net Income 2023: -$25,218,4812023Revenue 2024: $52,004,007Expenses 2024: $30,203,000Net Income 2024: $21,801,0072024

Highlighted filing

2021

Revenue$36,072,516
Expenses$21,104,362
Net Income$14,968,154
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE O BATCHELOR-ROBJOHNSTrustee & CEO, Chairman, SecretaryFT$221,587$18,450$240,037
NANCY ANSLEYTreasurer & CFOFT$216,959$18,219$235,178
JON BATCHELORTrustee, Exec. V PresidentFT$178,122$51,793$229,915
CARIDAD VELASCOControllerPT$126,946$44,967$171,913
JACK FALKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Batchelor Foundation Inc
EIN
65-0188171
Phone
3055345004
Address
1680 MICHIGAN AVENUE NO PH1, MIAMI BEACH, FL 33139

Signing Officer

Name
Nancy J Ansley
Title
CFO
Phone
3055345004
Signed
2021-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
John Anzivino
Phone
3058585600
Raw XML AppendixShowing 400 of 3,344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0396070226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09794726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0386275500
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05941053
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019506459
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0390129173
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0396070226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt077870
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt012223
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ROSA GONZALEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ACCOUNTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd033139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ZAZOVE ASSOCIATES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1GRYPHON INTERNATIONAL INVESTMENT CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MONDRIAN ALL COUNTRIES WORLD EQUITY FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CHAMPLAIN INVESTMENT PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4THE CONCORD ADVISORY GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0217662
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1196510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2195518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3162841
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4148773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt020 BAY STREET SUITE 1905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0TORONTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm0ONTARIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0520 LAKE COOK RD SUITE 178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11105 N MARKET ST STE 1118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2346 SHELBURNE ROAD 6TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3PO BOX CN 5275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0DEERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3PRINCETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd119801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd205401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd3085435275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt430.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0221587
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1178122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3216959
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4126946
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt018450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt151793
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt318219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt444967
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE O BATCHELOR-ROBJOHNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JON BATCHELOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACK FALK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY ANSLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CARIDAD VELASCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE & CEO, CHAIRMAN, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE, EXEC. V PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER & CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CONTROLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt019825123
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt019825123
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt019825123
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JACK A FALK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0550 BILTMORE WAY SUITE 810
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CORAL GABLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033134
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03055291500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0TBFINC.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BOTH NEW AND RETURNING GRANTEES MUST SUBMIT AN INITIAL LETTER OF INTENT ("LOI")THROUGH OUR ONLINE GRANT PORTAL. PAPER APPLICATIONS WILL NOT BE ACCEPTED. LOIS ARE ACCEPTED DURING ONE OF THE FOUNDATION'S QUARTERLY GRANT CYCLES. ONCE THE LOI HAS BEEN INTERNALLY REVIEWED BY THE FOUNDATION'S MANAGEMENT, THE NONPROFIT ORGANIZATION WILL BE INFORMED VIA EMAIL IF IT HAS BEEN APPROVED FOR SUBMISSION OF A MORE FORMAL GRANT APPLICATION ("FORMAL APPLICATION") DURING ONE OF THE FOUNDATION'S QUARTERLY GRANT CYCLES. THE FULLY COMPLETED FORMAL APPLICATION MUST BE SUBMITTED ONLINE THROUGH OUR GRANT PORTAL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANNE O BATCHELOR-ROBJOHNS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03055345004
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01680 MICHIGAN AVENUE PH1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MIAMI BEACH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033139
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ALL APPLICANTS MUST BE CURRENTLY RECOGNIZED BY THE IRS AS 501(C)(3) PUBLIC CHARITIES AND CLASSIFIED AS NOT A PRIVATE FOUNDATION. IN ADDITION, THE NONPROFIT MUST BE ACTIVELY REGISTERED WITH THE DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES TO SOLICIT FUNDS IN FLORIDA. THE BATCHELOR FOUNDATION PLACES HIGHEST PRIORITY ON NONPROFITS LOCATED AND PROVIDING CHARITABLE WORK IN THE SOUTH FLORIDA COUNTIES OF MIAMI-DADE, BROWARD, PALM BEACH AND MONROE. NONPROFIT ORGANIZATIONS THAT SERVE ONE OR MORE OF THESE FOUR (4) FLORIDA COUNTIES BUT ARE HEADQUARTERED ELSEWHERE CAN APPLY FOR A GRANT. THE BATCHELOR FOUNDATION DOES NOT CONSIDER GRANTMAKING TO INTERNATIONAL ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE OUR WEBSITE FOR GRANT SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$390$7.19$383$52.0$30.2$21.8
2023Detailed filing. Detailed filing data is available for this year.$374$6.23$368$1.03$26.2$25.2
2022Detailed filing. Detailed filing data is available for this year.$359$3.16$355$9.33$24.5$15.1
2021Detailed filing. Detailed filing data is available for this year.$438$0.81$438$36.1$21.1$15.0
2020Detailed filing. Detailed filing data is available for this year.$349$1.74$348$18.2$23.9$5.76
2019Detailed filing. Detailed filing data is available for this year.$377$2.69$374$13.8$21.6$7.81
2018Detailed filing. Detailed filing data is available for this year.$387$4.54$382$18.6$17.1$1.55
2017Detailed filing. Detailed filing data is available for this year.$371$5.33$365$23.8$20.2$3.55
2016Detailed filing. Detailed filing data is available for this year.$338$7.86$330$11.5$25.6$14.1
2015Detailed filing. Detailed filing data is available for this year.$373$9.46$363$27.4$21.6$5.76
2014Detailed filing. Detailed filing data is available for this year.$393$12.3$380$27.0$28.7$1.71
2013Detailed filing. Detailed filing data is available for this year.$353$3.00$350$23.6
2012Summary only. Only limited summary data is available for this year.$295$2.48$10.7$13.8$3.15
2011Detailed filing. Detailed filing data is available for this year.$312$2.26$309$15.6
2010Detailed filing. Detailed filing data is available for this year.$260$2.13$258$12.2