Travers Family Foundation Trust is located in Lafayette, CA. The organization was established in 1994. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Travers Family Foundation Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Travers Family Foundation Trust generated $1.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (7.4%) each year. All expenses for the organization totaled $2.7m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Travers Family Foundation Trust has awarded 37 individual grants totaling $6,072,616. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Elizabeth Travers Trustee | 10 | $0 | |
Todd Travers Trustee | 10 | $75,000 | |
Gayle Travers Trustee | 10 | $75,000 | |
Nancy Lucas Trustee | 10 | $75,000 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $100,000 |
Interest on Savings | $955,506 |
Dividends & Interest | $595,142 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $37,959 |
Capital Gain Net Income | $37,959 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $29,538 |
Other Income | $0 |
Total Revenue | $1,718,145 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $240,000 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $887,172 |
Taxes | $20,420 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $5,920 |
Printing and publications | $54 |
Other expenses | $1,453 |
Total operating and administrative expenses | $1,252,719 |
Contributions, gifts, grants paid | $1,438,096 |
Total expenses and disbursements | $2,690,815 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $6,329 |
Savings and temporary cash investments | $0 |
Net Accounts receivable | $0 |
Net Pledges Receivable | $0 |
Grants receivable | $0 |
Receivables from Officers, Directors, or Controlling Persons | $0 |
Net other notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Investments - land, buildings, equipment | $0 |
Investments—mortgage loans | $18,340,993 |
Investments—other | $10,530,237 |
Net Land, buildings, and equipment | $0 |
Other assets | $0 |
Total assets | $62,855,928 |
Accounts payable and accrued expenses | $758,000 |
Grants payable | $5,650,006 |
Deferred revenue | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $18,167,973 |
Mortgages and other notes payable | $0 |
Other liabilities | $9,327,801 |
Total liabilities | $33,903,780 |
Over the last fiscal year, Travers Family Foundation Trust has awarded $1,438,096 in support to 9 organizations.
Grant Recipient | Amount |
---|---|
COMMONWEALTH CLUB OF CALIFORNIA PURPOSE: GENERAL PURPOSE | $66,182 |
GOLDEN GATE LABRADOR PURPOSE: GENERAL PURPOSE | $3,000 |
EAST BAY SPCA PURPOSE: GENERAL PURPOSE | $25,000 |
GUIDE DOGS FOR THE BLIND PURPOSE: GENERAL PURPOSE | $200,000 |
HUMANE SOCIETY OF SILICON VALLEY PURPOSE: GENERAL PURPOSE | $20,000 |
LIGHTHOUSE FOR THE BLIND PURPOSE: GENERAL PURPOSE | $5,000 |