Nonprofit · EIN 47-5085280
JOAN TRAVER WALSH FAMILY FOUNDATION
Tax-exempt · SIERRA MADRE, CA 91024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $17,081 | $6,334 | $10,747 | $480,660 | $0 | $480,660 |
| December 31, 2024 | 990-PF | $80,395 | $2,668,584 | -$2,588,189 | $469,913 | $0 | $469,913 |
| December 31, 2023 | 990-PF | $209,718 | $207,126 | $2,592 | $3,060,806 | $0 | $3,060,806 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $17,081
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $178
Balance sheet and other
- Total assets, start of year
- $469,913
- Total assets, end of year
- $480,660
- Total liabilities, end of year
- $0
- Net assets, end of year
- $480,660
- Fair market value of assets
- $508,466
- Net investment income
- $17,081
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 |
|---|---|---|---|
| LYNN TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | President | 1 | $0 |
| JENNIFER C TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | CFO | 0.25 | $0 |
| JESSICA TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | Secretary | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | President | 1 | $0 |
| JENNIFER C TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | CFO | 0.25 | $0 |
| JESSICA TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | Secretary | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYNN TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | President | 1 | $0 |
| JENNIFER C TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | CFO | 0.25 | $0 |
| JESSICA TRAVER 326 N ADAMS STREET, SIERRA MADRE, CA 91024 | Secretary | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 326 ADAMS ST, SIERRA MADRE, CA 91024-1139
- Signed the 990-PF
- LYNN TRAVER, President
- Phone
- (818) 598-6525
- Return prepared by
- Winningham Becker & Company LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-5085280 or by the name JOAN TRAVER WALSH FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 47-5085280
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $480,660
- Income (IRS master file)
- $17,081
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $17,081 | $6,334 | $480,660 | IRS |
| 990-PF | December 2024 | $80,395 | $2,668,584 | $469,913 | XML |
| 990-PF | December 2023 | $209,718 | $207,126 | $3,060,806 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 47-5085280).
Questions about JOAN TRAVER WALSH FAMILY FOUNDATION
- What is the EIN of JOAN TRAVER WALSH FAMILY FOUNDATION?
- The employer identification number (EIN) of JOAN TRAVER WALSH FAMILY FOUNDATION is 47-5085280.
- Is JOAN TRAVER WALSH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to JOAN TRAVER WALSH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN TRAVER WALSH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN TRAVER WALSH FAMILY FOUNDATION 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 JOAN TRAVER WALSH FAMILY FOUNDATION 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 JOAN TRAVER WALSH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOAN TRAVER WALSH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,081, expenses of $6,334 and total assets of $480,660 at year end.
Other nonprofits in SIERRA MADRE
- RICHTER FAMILY FOUNDATION EIN 61-1750370 · last filed 990-PF for 2025
- THE JIM HICKS FAMILY FOUNDATION EIN 27-1357705 · last filed 990-PF for 2025
- MUHS FAMILY FOUNDATION EIN 20-8026913 · last filed 990-PF for 2025
- SIERRA MADRE COMMUNITY FOUNDATION EIN 45-1489623 · last filed 990-EZ for 2025
- LEAR FAMILY FOUNDATION EIN 95-4661216 · last filed 990-PF for 2024
- SWEETLAND OF FREEDOM FOUNDATION EIN 82-3723122 · last filed 990-PF for 2024
- GOLD EAGLE FOUNDATION EIN 92-3712047 · last filed 990-PF for 2025
- GOODEN SCHOOL EIN 95-2975420 · last filed 990 for 2025
All nonprofits in SIERRA MADRE · California · Philanthropy, voluntarism and grantmaking foundations