Nonprofit · EIN 58-6343708
BATTLE FAMILY FOUNDATION 05271997
Also known as BATTLE WILLIAM R III TTEE
Tax-exempt · PONTE VEDRA, FL 32082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,602,946 | $10,595,907 | -$4,992,961 | $916,164 | $0 | $916,164 |
| December 31, 2024 | 990-PF | $502,623 | $521,746 | -$19,123 | $5,909,125 | $0 | $5,909,125 |
| December 31, 2023 | 990-PF | $676,870 | $73,750 | $603,120 | $5,928,248 | $0 | $5,928,248 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,000,000
- Dividends
- $71,276
- Interest
- $120,677
- Net gain from sales of assets
- $1,076,829
- Other income
- -$665,836
Expenses
- Grants and similar amounts paid
- $10,573,000
- Disbursements for charitable purposes
- $10,573,000
- Excise tax on investment income
- $17,367
Balance sheet and other
- Total assets, start of year
- $5,909,125
- Total assets, end of year
- $916,164
- Total liabilities, end of year
- $0
- Net assets, end of year
- $916,164
- Fair market value of assets
- $916,164
- Qualifying distributions
- $10,573,000
- Net investment income
- $1,268,782
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM PATRICK BATTLE 895 PONTE VEDRA BOULEVARD, PONTE VEDRA BEACH, FL 32082 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R BATTLE III 4409 OLD BROOK RUN, MOUNTAIN BROOK, AL 35243 | TRUSTEE | 1 | $0 |
| WILLIAM PATRICK BATTLE 895 PONTE VEDRA BOULEVARD, PONTE VEDRA BEACH, FL 32082 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R BATTLE III 4409 OLD BROOK RUN, MOUNTAIN BROOK, AL 35243 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 895 PONTE VEDRA BLVD, PONTE VEDRA, FL 32082-3404
- Signed the 990-PF
- WILLIAM PATRICK BATTLE, Trustee
- Phone
- (205) 348-3620
- Return prepared by
- ROLLINS FINANCIAL ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 58-6343708
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $916,164
- Income (IRS master file)
- $10,240,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,602,946 | $10,595,907 | $916,164 | IRS |
| 990-PF | December 2024 | $502,623 | $521,746 | $5,909,125 | XML |
| 990-PF | December 2023 | $676,870 | $73,750 | $5,928,248 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-6343708).
Questions about BATTLE FAMILY FOUNDATION 05271997
- What is the EIN of BATTLE FAMILY FOUNDATION 05271997?
- The employer identification number (EIN) of BATTLE FAMILY FOUNDATION 05271997 is 58-6343708.
- Is BATTLE FAMILY FOUNDATION 05271997 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BATTLE FAMILY FOUNDATION 05271997 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BATTLE FAMILY FOUNDATION 05271997 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BATTLE FAMILY FOUNDATION 05271997 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BATTLE FAMILY FOUNDATION 05271997 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BATTLE FAMILY FOUNDATION 05271997?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BATTLE FAMILY FOUNDATION 05271997 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,602,946, expenses of $10,595,907 and total assets of $916,164 at year end.
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