Nonprofit · EIN 65-0188171
THE BATCHELOR FOUNDATION INC
Tax-exempt · MIAMI BEACH, FL 33139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $8,664,040 | $25,775,362 | -$17,111,322 | $409,104,771 | $5,508,480 | $403,596,291 |
| June 30, 2024 | 990-PF | $52,004,007 | $30,203,000 | $21,801,007 | $389,691,931 | $7,185,231 | $382,506,700 |
| June 30, 2023 | 990-PF | $1,025,577 | $26,244,058 | -$25,218,481 | $373,730,719 | $6,229,290 | $367,501,429 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $158,195
- Dividends
- $6,366,355
- Interest
- $411,336
- Net gain from sales of assets
- $1,710,903
- Other income
- $17,251
Expenses
- Grants and similar amounts paid
- $23,271,150
- Compensation of officers, directors and key employees
- $890,333
- Salaries, compensation and benefits (total)
- $150,512
- Disbursements for charitable purposes
- $25,697,561
- Excise tax on investment income
- $204,668
Balance sheet and other
- Total assets, start of year
- $389,691,931
- Total assets, end of year
- $409,104,771
- Total liabilities, end of year
- $5,508,480
- Net assets, end of year
- $403,596,291
- Fair market value of assets
- $409,104,771
- Qualifying distributions
- $25,697,561
- Net investment income
- $15,866,185
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE O BATCHELOR-ROBJOHNS 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE & CEO, CHAIRMAN, SECRETARY | 35 | $264,210 | $21,927 |
| NANCY ANSLEY 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TREASURER & CFO | 35 | $258,655 | $31,816 |
| JON BATCHELOR 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE, EXEC. V PRESIDENT | 35 | $212,384 | $40,230 |
| CARIDAD VELASCO 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | CONTROLLER | 32 | $155,084 | $34,829 |
| ROSA GONZALEZ 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | ACCOUNTANT Highest-paid employee | 35 | $93,845 | $13,229 |
| JACK FALK 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE O BATCHELOR-ROBJOHNS 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE & CEO, CHAIRMAN, SECRETARY | 35 | $251,628 | $20,523 |
| NANCY ANSLEY 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TREASURER & CFO | 35 | $246,338 | $29,527 |
| JON BATCHELOR 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE, EXEC. V PRESIDENT | 35 | $202,270 | $36,980 |
| CARIDAD VELASCO 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | CONTROLLER | 32 | $145,121 | $39,371 |
| ROSA GONZALEZ 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | ACCOUNTANT Highest-paid employee | 35 | $88,608 | $12,233 |
| JACK FALK 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE O BATCHELOR-ROBJOHNS 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE & CEO, CHAIRMAN, SECRETARY | 35 | $239,646 | $19,628 |
| NANCY ANSLEY 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TREASURER & CFO | 35 | $234,608 | $26,688 |
| JON BATCHELOR 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE, EXEC. V PRESIDENT | 35 | $192,639 | $53,663 |
| CARIDAD VELASCO 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | CONTROLLER | 32 | $138,211 | $37,506 |
| ROSA GONZALEZ 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | ACCOUNTANT Highest-paid employee | 35 | $84,389 | $11,665 |
| JACK FALK 1680 MICHIGAN AVENUE PH1, MIAMI BEACH, FL 33139 | TRUSTEE | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1680 MICHIGAN AVE PH 1, MIAMI BEACH, FL 33139-2514
- In care of
- % JACK FALK ESQ
- Signed the 990-PF
- NANCY J ANSLEY, CFO
- Phone
- (305) 534-5004
- Website
- TBFINC.ORG
- Return prepared by
- KAUFMAN ROSSIN & COPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-0188171
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $409,104,771
- Income (IRS master file)
- $141,052,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $8,664,040 | $25,775,362 | $409,104,771 | XML |
| 990-PF | June 2024 | $52,004,007 | $30,203,000 | $389,691,931 | XML |
| 990-PF | June 2023 | $1,025,577 | $26,244,058 | $373,730,719 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 65-0188171).
Questions about THE BATCHELOR FOUNDATION INC
- What is the EIN of THE BATCHELOR FOUNDATION INC?
- The employer identification number (EIN) of THE BATCHELOR FOUNDATION INC is 65-0188171.
- Is THE BATCHELOR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THE BATCHELOR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BATCHELOR FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BATCHELOR FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BATCHELOR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE BATCHELOR FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 5 received compensation from the organization, the highest $264,210 (ANNE O BATCHELOR-ROBJOHNS, TRUSTEE & CEO, CHAIRMAN, SECRETARY).
- How much revenue does THE BATCHELOR FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $8,664,040, expenses of $25,775,362 and total assets of $409,104,771 at year end.
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