Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 05-01-2021 , and ending 04-30-2022
Name of foundation
MARY JEAN AND OLIVER TRAVERS FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)8 HUNT CLUB COURT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, MD21131
A Employer identification number

52-6056360
B Telephone number (see instructions)

(443) 286-8545
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,364,280J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 54 54  
4 Dividends and interest from securities... 300,851 300,851  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,172,000
b Gross sales price for all assets on line 6a 7,220,757
7 Capital gain net income (from Part IV, line 2)... 1,172,000
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,472,905 1,472,905  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,837 7,837   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,603 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,741 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,806 38,806   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,987 46,643   0
25 Contributions, gifts, grants paid....... 547,564 547,564
26 Total expenses and disbursements. Add lines 24 and 25 615,551 46,643   547,564
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 857,354
b Net investment income (if negative, enter -0-) 1,426,262
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 543,554 372,999 372,999
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 30,000 19,640 19,640
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,397,589 Click to see attachment9,435,858 7,971,641
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,971,143 9,828,497 8,364,280
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,971,143 9,828,497
29 Total net assets or fund balances (see instructions)..... 8,971,143 9,828,497
30 Total liabilities and net assets/fund balances (see instructions). 8,971,143 9,828,497
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,971,143
2
Enter amount from Part I, line 27a .....................
2
857,354
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,828,497
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,828,497
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MORGAN STANLEY LT CAP DISTRIB P    
b OTHER GAINS P    
c OTHER GAINS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 724,127     724,127
b 2,258,981   2,566,634 -307,653
c 4,237,649   3,482,123 755,526
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       724,127
b       -307,653
c       755,526
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,172,000
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 19,825
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,825
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 19,640
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,300
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,940
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,115
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,115 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTOM TRAVERS Telephone no.bullet (443) 286-8545

    Located atbullet8 HUNT CLUB COURTPHOENIXMD ZIP+4bullet21131
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TOM TRAVERS PRESIDENT/DIRECTOR
    0.00     		0 0 0
    8 HUNT CLUB COURT
    PHOENIX,MD21131
    ROBERT TRAVERS SECRETARY/TREASURER/DIR
    1.00     		0 0 0
    726 MILDAM ROAD
    TOWSON,MD21286
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,395,352
    b
    Average of monthly cash balances.......................
    1b
    546,506
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,941,858
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,941,858
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    164,128
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    10,777,730
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    538,887
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    538,887
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,825
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,825
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    519,062
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    519,062
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    519,062
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 519,062
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 29,779
    d From 2019......  
    e From 2020...... 56,564
    f Total of lines 3a through e ........ 86,343
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 547,564
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 519,062
    e Remaining amount distributed out of corpus 28,502
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 114,845
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		114,845
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 29,779
    c Excess from 2019....  
    d Excess from 2020.... 56,564
    e Excess from 2021.... 28,502
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    TOM TRAVERS
    8 HUNT CLUB COURT
    PHOENIX,MD21131
    (443) 286-8545
    bThe form in which applications should be submitted and information and materials they should include:
    TYPEWRITTEN LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    IRC 501 (C)(3) TAX EXEMPT ORGANIZATIONS ONLY
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALEX'S LEMONADE
    111 PRESIDENTIAL BLVD STE 203
    BALA CYNWYD,PA19004     		NONE IRC 501 (C)(3) UNRESTRICTED 6,000
    AMERICAN DIABETES ASSOCIATION
    2002 CLIPPER PARK ROAD
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    ARDENS ARC
    7215 YORK ROAD
    BALTIMORE,MD21212     		NONE IRC 501 (C)(3) UNRESTRICTED 7,000
    ARTS FOR LEARNING MARYLAND
    21 E NORTH AVENUE 1ST FLOOR
    BALTIMORE,MD21202     		NONE IRC 501 (C)(3) UNRESTRICTED 2,000
    ASPEN CENTER FOR ENVIRONMENTAL STUDIES
    100 PUPPY SMITH ST
    ASPEN,CO81611     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    AVIATION WITHOUT BORDERS
    7933 ROBINSON ROAD
    BETHESDA,MD20817     		NONE IRC 501 (C)(3) UNRESTRICTED 1,500
    BALTIMORE HUMANE SOCIETY
    1601 NICODEMUS ROAD
    REISTERSTOWN,MD21136     		NONE IRC 501 (C)(3) UNRESTRICTED 7,000
    BALTIMORE MUSEUM OF INDUSTRY
    1415 KEY HIGHWAY
    BALTIMORE,MD21230     		NONE IRC 501 (C)(3) UNRESTRICTED 4,500
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    BALTIMORE TREE TRUST
    2631 SISSON STREET
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    BEST
    808 NORTH CHARLES STREET
    BALTIMORE,MD21201     		NONE IRC 501 (C)(3) UNRESTRICTED 3,000
    BOYS LATIN SCHOOL OF MARYLAND
    822 W LAKE AVENUE
    BALTIMORE,MD21210     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    BRIAN COSGROVE MEMORIAL FUND
    PO BOX 42676
    TOWSON,MD21284     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    BUILDING SKILLS PARTNERSHIP
    828 W WASHINGTON BLVD
    LOS ANGELES,CA90015     		NONE IRC 501 (C)(3) UNRESTRICTED 1,500
    CALVERT SCHOOL
    105 TUSCANY ROAD
    BALTIMORE,MD21210     		NONE IRC 501 (C)(3) UNRESTRICTED 100,000
    CASA OF MID SHORE
    1 S WASHINGTON STREET 2
    EASTON,MD21601     		NONE IRC 501 (C)(3) UNRESTRICTED 10,000
    CATHOLIC CHARITIES
    214 E RNADALL STREET
    BALTIMORE,MD21230     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    CATHOLIC RELIEF SERVICES
    228 W LEXINGTON STREET
    BALTIMORE,MD21201     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    CATOCTIN WILDLIFE PRESERVE
    13019 CATOCIN FURNACE ROAD
    THURMONT,MD21788     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    CENTER FOR PREGNANCY CONCERNS
    328 N HOWARD STREET
    BALTIMORE,MD21201     		NONE IRC 501 (C)(3) UNRESTRICTED 2,000
    CHEETAH CONSERVATION FUND
    200 DAINGERFIELD ROAD 200
    ALEXANDRIA,VA22314     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    CHESPEAKE BAY FOUNDATION
    6 HERNDON AVENUE
    ANNAPOLIS,MD21403     		NONE IRC 501 (C)(3) UNRESTRICTED 7,500
    CHESAPEAKE THERAPEUTIC RIDING
    PO BOX 475
    ABINGDOM,MD21009     		NONE IRC 501 (C)(3) UNRESTRICTED 3,000
    CHURCH OF THE REDEEMER
    5603 N CHARLES STREET
    BALTIMORE,MD21210     		NONE IRC 501 (C)(3) UNRESTRICTED 3,000
    CRISTO REY
    420 S CHESTER STREET
    BALTIMORE,MD21231     		NONE IRC 501 (C)(3) UNRESTRICTED 12,500
    CYLBURN ARBORETUM
    4915 GREENSPRING AVENUE
    BALTIMORE,MD21209     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    DYSLEXIA TUTORING PROGRAM
    711 W 40TH STREET
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    EAST COAST EXOTIC ANIMAL RESCUE
    320 ZEE ROAD
    FAIRFIELD,PA17320     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    EPISCOPAL HOUSING CORPORATION
    3986 ROLAND AVENUE
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 2,000
    FARA FOUNDATION
    3724 JEFFERSON STREET 160
    AUSTIN,TX78731     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    FRIENDS OF MARYLAND STATE FORESTS AND PARKS
    8020 BALTIMORE NATIONAL PIKE
    ELLICOTT CITY,MD21043     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    FRIENDS SCHOOL OF BALTIMORE
    5114 N CHARLES STREET
    BALTIMORE,MD21210     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    FRISKY'S WILDLIFE AND PRIMATE SANCTUARY
    10790 OLD FREDERICK ROAD
    WOODSTOCK,MD21163     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    GBMC
    6701 NORTH CHARLES STREET
    BALTIMORE,MD21204     		NONE IRC 501 (C)(3) UNRESTRICTED 7,500
    GENESEE VALLEY OUTDOOR LEARNING
    1717 RAYVILLE ROAD
    PARKTON,MD21120     		NONE IRC 501 (C)(3) UNRESTRICTED 4,500
    GILCHREST HOSPICE CARE
    555 TOWSONTOWN BLVD W
    TOWSON,MD21204     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    GLENN L MARTIN MD AVIATION MUSEUM
    701 WILSON POINT ROAD
    BALTIMORE,MD21220     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    GOUCHER COLLEGE
    1021 DULANEY VALLEY ROAD
    BALTIMORE,MD21204     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    HAMPDEN FAMILY CENTER
    1104 W 36TH STREET
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 4,500
    HAMPTON NATIONAL HISTORIC SITE
    535 HAMPTON LANE
    TOWSON,MD21286     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    HELPING UP MISSION
    1029 E BALTIMORE STREET
    BALTIMORE,MD21202     		NONE IRC 501 (C)(3) UNRESTRICTED 6,500
    HIGGINS BROTHERS SURGI CENTER
    RN8
    HA     		NONE IRC 501 (C)(3) UNRESTRICTED 2,000
    IRVINE NATURE CENTER
    11201 GARRISON FOREST ROAD
    OWINGS MILLS,MD21117     		NONE IRC 501 (C)(3) UNRESTRICTED 10,000
    JAMES BUCHANAN BRADY UROLGICAL INSTITUTE
    600 N WOLFE STREET
    BALTIMORE,MD21287     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    JDRF
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    JOHN HOPKINS
    1800 NEW ORLEANS STREET
    BALTIMORE,MD21287     		NONE IRC 501 (C)(3) UNRESTRICTED 54,000
    JUNIOR LEAGUE OF BALTIMORE
    5902 YORK ROAD
    BALTIMORE,MD21212     		NONE IRC 501 (C)(3) UNRESTRICTED 2,000
    KENNEDY KRIEGER INSTITUTE
    707 NORTH BROADWAY
    BALTIMORE,MD21205     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    LADEW GARDENS
    3535 JARRETTSVILLE PIKE
    MONKTON,MD21111     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    LEAGUE OF DREAMS
    1901 CLIFDEN ROAD
    BALTIMORE,MD21228     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    LUNGEVITY
    6917 ARLINGTON ROAD STE 352
    BETHESDA,MD20814     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    MACQUARIE UNIVERSITY
    BALACLAVIA ROAD
    AS     		NONE IRC 501 (C)(3) UNRESTRICTED 11,000
    MANOR CONSERVANCY
    PO BOX 408
    MONKTON,MD21111     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    MARYLAND CLUB PRESERVATION FOUNDATION
    1 E EAGER STREET
    BALTIMORE,MD21202     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    MARYLAND FAMILY NETWORK
    1001 EASTERN AVENUE
    BALTIMORE,MD21202     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    MARYLAND FOOD BANK
    2200 HALETHROPE FARMS ROAD
    BALTIMORE,MD21227     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    MARYLAND LINE FIRE PROTECTIVE ASSOCIATION
    21631 YORK ROAD
    FREELAND,MD21053     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    MARYLAND RECREATION AND PARKS ASSOCIATION
    4101 CRAIN HIGHWAY STE 201
    BOWIE,MD20716     		NONE IRC 501 (C)(3) UNRESTRICTED 15,000
    MARYLAND SCHOOL FOR BLIND
    3501 TAYLOR AVENUE
    BALTIMORE,MD21236     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    MARYLAND SPCA
    3300 FALLS ROAD
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 6,500
    MARYLAND STATE SQUASH ASSOCIATION
    C/O INDUSTRIAL FLEET MGMT 132-B
    INDUSTRY LANE 6
    FORST HILL,MD21050     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    MARYLAND ZOO
    1 SAFARI PL
    BALTIMORE,MD21217     		NONE IRC 501 (C)(3) UNRESTRICTED 4,500
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO80206     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    1100 NEW YORK AVENUE NW 440E
    WASHINGTON,DC20005     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    NAVY SEAL FOUNDATION
    1619 D STREET
    VIRGINIA BEACH,VA23455     		NONE IRC 501 (C)(3) UNRESTRICTED 4,500
    NOTRE DAME PREP
    815 HAMPTON LANE
    TOWSON,MD21286     		NONE IRC 501 (C)(3) UNRESTRICTED 12,500
    ONE LOVE FOUNDATION
    46 PONDFIELD ROAD
    BRONXVILLE,NY10708     		NONE IRC 501 (C)(3) UNRESTRICTED 10,564
    PARKS AND PEOPLE
    2100 LIBERTY HEIGHTS AVENUE
    BALTIMORE,MD21217     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    PHOENIX WILDLIFE CENTER
    14530 MANOR ROAD
    PHOENIX,MD21131     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    RAILS TO TRAILS CONSERVANCY
    2121 WARD CT NW 5TH FLOOR
    WASHINGTON,DC20037     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    RIVER VALLEY RANCH
    4443 GRAVE RUN ROAD
    MANCHESTER,MD21102     		NONE IRC 501 (C)(3) UNRESTRICTED 4,500
    ROANOKE COLLEGE
    211 COLLEGE LANE
    SALEM,VA24153     		NONE IRC 501 (C)(3) UNRESTRICTED 10,000
    SACRED HEART OF JESUS CHRIST
    600 S CONCKLING STREET
    BALTIMORE,MD21224     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    SISTERS ACADEMY
    139 1ST AVENUE
    BALTIMORE,MD21227     		NONE IRC 501 (C)(3) UNRESTRICTED 9,000
    SQUASHWISE
    3600 CLIPPER MILL ROAD SUITE 107
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 4,000
    STAMFORD HOUSE HISTORIC PRESERVATION FOUNDATION
    PO BOX 23
    BUTLER,MD21023     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    STARBOARD SOCIETY
    9805 YORK ROAD B STE 246
    COCKEYSVILLE,MD21030     		NONE IRC 501 (C)(3) UNRESTRICTED 4,500
    ST IGNATIOUS
    300 GITTINGS STREET
    BALTIMORE,MD21230     		NONE IRC 501 (C)(3) UNRESTRICTED 8,500
    ST PAUL'S SCHOOL
    11152 FALLS ROAD
    BROOKLANDVILLE,MD21022     		NONE IRC 501 (C)(3) UNRESTRICTED 3,500
    SWING FOR YOUTH
    12367 EAGLES NEST ROAD
    BERLIN,MD21811     		NONE IRC 501 (C)(3) UNRESTRICTED 6,000
    THE ARC OF NORTHERN CHESAPEAKE REGION
    4513 PHILADELPHIA ROAD
    ABERDEEN,MD21001     		NONE IRC 501 (C)(3) UNRESTRICTED 4,000
    THE FAMILY TREE
    2108 N CHARLES STREET
    BALTIMORE,MD21218     		NONE IRC 501 (C)(3) UNRESTRICTED 9,000
    THE SALVATION ARMY
    3401 ROLAND AVENUE
    BALTIMORE,MD21211     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    TOWSON HIGH SPORTS BOOSTERS
    69 CEDAR AVENUE
    TOWSON,MD21286     		NONE IRC 501 (C)(3) UNRESTRICTED 2,500
    UNIVERSITY OF MARYLAND MEDICAL SYSTEM
    110 S PACA STREET
    BALTIMORE,MD21201     		NONE IRC 501 (C)(3) UNRESTRICTED 12,500
    WALTERS ART GALLERY
    600 N CHARLES STREET
    BALTIMORE,MD21201     		NONE IRC 501 (C)(3) UNRESTRICTED 10,000
    WHITE OAK FOUNDATION
    1624 WHITE OAK CHURCH ROAD
    APEX,NC27523     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    WILMER EYE INSTITUTE
    1106 ANNAPOLIS ROAD
    ODENTON,MD21113     		NONE IRC 501 (C)(3) UNRESTRICTED 1,000
    YOUNG AUDIENCES
    2600 N HOWARD STREET 1300
    BALTIMORE,MD21218     		NONE IRC 501 (C)(3) UNRESTRICTED 5,000
    Total .................................bullet 3a 547,564
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 54  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,172,000  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,472,905 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,472,905
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    MARY JEAN AND OLIVER TRAVERS FOUNDATION
     
    INC
    EIN:
    52-6056360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,837 7,837   0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MARY JEAN AND OLIVER TRAVERS FOUNDATION
     
    INC
    EIN:
    52-6056360
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 9,435,858 7,971,641

    TY 2021 OtherExpensesSchedule
    Name:
    MARY JEAN AND OLIVER TRAVERS FOUNDATION
     
    INC
    EIN:
    52-6056360
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 38,806 38,806   0


    TY 2021 TaxesSchedule
    Name:
    MARY JEAN AND OLIVER TRAVERS FOUNDATION
     
    INC
    EIN:
    52-6056360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 19,603 0   0