-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
25
Open to Public Inspection
For calendar year 2025, or tax year beginning
01
-
01
2025, and ending
12
-
31
, 20
25
Name of foundation
TRAVELERS FOUNDATION
% Lisa B Walker
Number and street (or P.O. box number if mail is not delivered to street address)
385 WASHINGTON ST 9275-SB05T
Room/suite
City or town
ST PAUL
State or province
MN
Country
ZIP or foreign postal code
551021396
A Employer identification number
41-1924256
B
Telephone number (see instructions)
6513107911
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
16,449,421
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
21,447,863
2
Check
.................
3
Interest on savings and temporary cash investments
4,843
4,843
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
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
........
21,452,706
4,843
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
25
Contributions, gifts, grants paid
.......
5,924,863
5,924,863
26
Total expenses and disbursements.
Add lines 24 and 25
................
5,924,863
0
5,924,863
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
15,527,843
b
Net investment income
(if negative, enter -0-)
4,843
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2025)
Form 990-PF (2025)
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
1
Cash—non-interest-bearing
.............
1,159,578
16,449,421
16,449,421
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,159,578
16,449,421
16,449,421
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
1,159,578
16,449,421
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
1,159,578
16,449,421
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,159,578
16,449,421
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
1,159,578
2
Enter amount from Part I, line 27a
.....................
2
15,527,843
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
16,687,421
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
238,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b)
..
6
16,449,421
Form
990-PF
(2025)
Form 990-PF (2025)
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.)
1a
b
c
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
b
c
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
.........................
3
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
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
67
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
3
Add lines 1 and 2
...........................
3
67
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
67
6
Credits/Payments:
a
2025 estimated tax payments and 2024 overpayment credited to 2025
6a
1,147
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
..........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,147
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,080
11
Enter the amount of line 10 to be:
Credited to 2026 estimated tax
1,080
Refunded
11
For Refunded amount, also complete and attach Form 8050. See instructions.
Form
990-PF
(2025)
Form 990-PF (2025)
Page
4
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
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)
MN
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 2025 or the taxable year beginning in 2025? 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.
List of Attached Documents:
// Content
...............................
10
Yes
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 address
www.travelers.comabouttravelerscommunity
14
The books are in care of
KELLEY FOURNIER
Telephone no.
(860) 954-3432
Located at
ONE TOWER SQUARE
HARTFORD
CT
ZIP+4
06183
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Form
990-PF
(2025)
Form 990-PF (2025)
Page
5
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
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
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 2025?
.............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?
....................
2a
No
If "Yes," list the years
20
,
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.
20
,
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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.)
.....................
3b
No
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 2025?
..
4b
No
Form
990-PF
(2025)
Form 990-PF (2025)
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
No
c
Organizations relying on a current notice regarding disaster assistance check
.........
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
No
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
No
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
ANDY F BESSETTE
Director & Chairman
1.00
0
0
0
One Tower Square
Hartford
,
CT
06183
MARLENE M IBSEN
President & CEO
10.00
0
0
0
One Tower Square
Hartford
,
CT
06183
LISA B WALKER
President & CEO
10.00
0
0
0
One Tower Square
Hartford
,
CT
06183
TARA SPAIN
Vice President & COO
10.00
0
0
0
One Tower Square
Hartford
,
CT
06183
ERIN L HABERMAN
Assistant VP
10.00
0
0
0
One Tower Square
Hartford
,
CT
06183
RITA R ORTIZ
Assistant VP
10.00
0
0
0
One Tower Square
Hartford
,
CT
06183
SCOTT W RYNDA
Treasurer
0.50
0
0
0
385 Washington Street
Saint Paul
,
MN
551021396
DANIEL S FREY
Treasurer
0.50
0
0
0
One Tower Square
Hartford
,
CT
06183
WENDY C SKJERVEN
Corporate Secretary
0.20
0
0
0
385 Washington Street
Saint Paul
,
MN
551021396
LISA CAPUTO
Director
0.50
0
0
0
485 Lexington Avenue
New York
,
NY
100172630
DAVE FRENCH
Director
0.50
0
0
0
One Tower Square
Hartford
,
CT
06183
CHRISTINE K KALLA
Director
0.50
0
0
0
385 Washington Street
Saint Paul
,
MN
55102
MICHAEL F KLEIN
Director
0.50
0
0
0
One Tower Square
Hartford
,
CT
06183
JEFF KLENK
Director
0.50
0
0
0
One Tower Square
Hartford
,
CT
06183
DIANE KURTZMAN
Director
0.50
0
0
0
485 Lexington Avenue
New York
,
NY
100172630
SEAN A RAMALHO
Director
0.50
0
0
0
One Tower Square
Hartford
,
CT
06183
NICHOLAS SEMINARA
Director
0.50
0
0
0
One Tower Square
Hartford
,
CT
06183
JOAN K WOODWARD
Director
0.50
0
0
0
700 13th Street NW STE 950
Washington
,
DC
20005
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
...................
0
Form
990-PF
(2025)
Form 990-PF (2025)
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
.............
0
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
Travelers Foundation does not engage in direct charitable activities Travelers Foundation makes grants and donations to charitable organizations
0
2
qualified under Section 501c3 of the Internal Revenue Code of 1986 as amended public charities and public charity equivalent organizations through
0
3
the exercise of expenditure control on such grants A complete list of grants and contributions made during 2025 is set forth under Part XV of this Form 990 PF
0
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
NONE
0
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2025)
Form 990-PF (2025)
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
0
b
Average of monthly cash balances
.......................
1b
1,655,883
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, 1b, and 1c)
.......................
1d
1,655,883
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
3
Subtract line 2 from line 1d
.........................
3
1,655,883
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
24,838
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
1,631,045
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
81,552
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
81,552
2a
Tax on investment income for 2025 from Part V, line 5
.......
2a
67
b
Income tax for 2025. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
67
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
81,485
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
81,485
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
81,485
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, line 26, column (d)
..........
1a
5,924,863
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
5,924,863
Form
990-PF
(2025)
Form 990-PF (2025)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1
Distributable amount for 2025 from Part X, line 7
81,485
2
Undistributed income, if any, as of the end of 2025:
a
Enter amount for 2024 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2025:
a
From 2020
......
3,593,770
b
From 2021
......
5,339,444
c
From 2022
......
6,036,970
d
From 2023
......
5,934,368
e
From 2024
......
5,004,450
f
Total
of lines 3a through e
........
25,909,002
4
Qualifying distributions for 2025 from Part
XI, line 4:
$
5,924,863
a
Applied to 2024, but not more than line 2a
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 2025 distributable amount
.....
81,485
e
Remaining amount distributed out of corpus
5,843,378
5
Excess distributions carryover applied to 2025.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
31,752,380
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026
..........
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)
.......
8
Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions)
...
3,593,770
9
Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a
......
28,158,610
10
Analysis of line 9:
a
Excess from 2021
....
5,339,444
b
Excess from 2022
....
6,036,970
c
Excess from 2023
....
5,934,368
d
Excess from 2024
....
5,004,450
e
Excess from 2025
....
5,843,378
Form
990-PF
(2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2025
(b)
2024
(c)
2023
(d)
2022
0
0
b
85% (0.85) of line 2a
.......
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
0
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, 3b, or 3c 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.)
1
Information Regarding Foundation Managers:
a
List 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).)
NONE
b
List 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.
NONE
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2025)
Form 990-PF (2025)
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)
a
Paid during the year
Achieve Twin Cities
404 South 8th Street Ste 105
Minneapolis
,
MN
55404
NONE
Program support of the Career Pathways Centers in Saint Paul Public Schools
5,000
Actuarial Foundation
869 East Schaumburg Road Ste 321
Schaumburg
,
IL
60194
NONE
Program support for Math Motivators Tutoring Program and STEM Stars Actuarial Scholars Program
25,000
Art With A Heart Inc
3000 Falls Road Mill No 1
Baltimore
,
MD
21211
NONE
Project support for Hunt Valley MD office volunteer activity with Art with a Heart
10,000
Bestprep
7100 Northland Circle North Ste 120
Minneapolis
,
MN
55428
NONE
Program support for BestPreps eMentors Cloud Coach Classroom Plus and Minnesota Business Venture Programs
35,000
Boys and Girls Clubs of the Twin Cities
690 Jackson Street
Saint Paul
,
MN
55130
NONE
Program support of the Boys & Girls Clubs of the Twin Cities Teen Pathways Life & Workforce Readiness Program
5,000
Boys and Girls Clubs of Hartford Inc
170 Sigourney Street
Hartford
,
CT
06183
NONE
Operating support for the Boys & Girls Clubs of Hartford
120,000
Breakthrough T1d
200 Vesey St Fl 28
New York
,
NY
102815504
NONE
Project support for Travelers volunteer assisting with Breakthrough T1D Baltimore Walk
5,000
Horace Bushnell Memorial Hall Corporation
166 Capitol Avenue
Hartford
,
CT
06106
NONE
Program support for PARTNERS Partners in Arts and Education Revitalizing Schools for the 2025-26 school year
100,000
Camp Courant Incorporated
285 Broad Street
Hartford
,
CT
06115
NONE
General operating grant for Camp Courants programs
10,000
Center for Success for High Need Schools Inc
28182 W Savannah Trl
Barrington
,
IL
60010
NONE
Project support of the Junior Senior Scholars Molecular Mania
15,000
Childrens Theater Company and School
2400 3rd Ave S
Minneapolis
,
MN
55404
NONE
General Operating Support for Childrens Theatre Companys 2024-25 Season
20,000
College Possible
755 Prior Ave N Ste 210
Saint Paul
,
MN
551041064
NONE
General operating for College Possible s Access and Success Programming
50,000
Community First School Inc
50 Love Lane
Hartford
,
CT
06112
NONE
Operating support for Community First School
25,000
Community First School Inc
50 Love Lane
Hartford
,
CT
06112
NONE
Operating support for Community First School
25,000
Ctdata Collaborative Inc
2389 Main Street
Glastonbury
,
CT
06033
NONE
Project support for the Hartford Data Collaboratives Hartford Youth and Workforce Data Hub 750000 over three years 250000 per year
250,000
Ctdata Collaborative Inc
2389 Main Street
Glastonbury
,
CT
06033
NONE
Program support for the Hartford Youth Data Fellowship
30,000
Connecticut Foodshare Inc
2 Research Pkwy
Wallingford
,
CT
064921929
NONE
Project support for weekend food bags for Camp Courant campers in 2026
15,000
Connecticut Invention Convention Inc
PO Box 230311
Hartford
,
CT
06123
NONE
Program support for Connecticut Invention Convention State Finals and Expanded Travelers Volunteer Experience
15,000
Connecticut Rise Network Inc
700 State Street 3RD Floor
New Haven
,
CT
06511
NONE
Operating support for promoting Grade 9 on-track and postsecondary success with Hartford Public Schools
40,000
Connecticut Science Center Inc
250 Columbus Blvd
Hartford
,
CT
061032802
NONE
Hartford Public Schools Busing Support - 3 buses on 6425 for Parkville Community School Inv 062525
1,178
Connecticut Science Center Inc
250 Columbus Blvd
Hartford
,
CT
061032802
NONE
Hartford Public Schools Busing Support - 7 buses on 52025 and 5272025 for West Middle School and Parkville Community School Invoice 060625
2,540
Connecticut Science Center Inc
250 Columbus Blvd
Hartford
,
CT
061032802
NONE
Operating Support for the Connecticut Science Centers Mission Fulfillment Activities in 2025 225000 and Hartford Public Schools Busing Support 5000
225,000
Connectikids Inc
814 Asylum Ave
West Hartford
,
CT
06105
NONE
Program support for the ConnectiKids Youth Development Program
35,000
Family Legal Care Inc
1 Exchange Plz Ste 2002
New York
,
NY
100063707
NONE
Project and volunteer support for the Family Legal Care Pro Bono Program
10,000
Florence Crittenton Services of Colorado
96 S Zuni St
Denver
,
CO
802231209
NONE
Project support for two team days of service Spring Planting and Back to School supply packing activity
3,050
The Friends of the Saint Paul Public Library
2610 University Avenue West
Saint Paul
,
MN
55114
NONE
Capital campaign support for the Friends of Saint Paul Public Librarys Transform Our Libraries Discover Our Possibilities Campaign
50,000
Operation Fuel Inc
75 Charter Oak Ave Ste Ste 2-240
Hartford
,
CT
061061903
NONE
Program support for the Fuel assistance program
25,000
GENESYS WORKS
445 Minnesota St Ste 720
Saint Paul
,
MN
55101
NONE
General operating for Genesys Works college and internship access programs
10,000
Girls for Technology Inc
20 Church St Floor 17
Hartford
,
CT
06103
NONE
Program support for GradRise
25,000
Girls Incorporated of Long Island
819 Grand Blvd
Deer Park
,
NY
11729
NONE
Program support for Girls Inc conference
15,000
Girls Incorporated of New York City
25 Broadway 12th floor
New York
,
NY
10004
NONE
Project support for a half-day conference Diversifying the insurance industry and introducing Travelers and careers opportunities to Girls Inc participants
25,000
Greater Hartford Arts Council Incorporated
100 Pearl Street 1st Floor Greater
Hartford
,
CT
06103
NONE
Program support for the Travelers Arts Impact Grants
600,000
HABITAT FOR HUMANITY OF NORTH CENTRAL CONNECTICUT
PO Box 1933
Hartford
,
CT
06144
NONE
Project support for the construction of a single-family home at 5 Mahl Avenue North Hartford
100,000
Hartford Foundation for Public Giving
10 Columbus Blvd Fl 8
Hartford
,
CT
061061976
NONE
Greater Futures Scholarship Fund - Hartford Foundation Centennial Campaign
250,000
Hartford Land Bank Inc
30 Laurel St Fl 3D
Hartford
,
CT
06106
NONE
Program support for the Gap Funding Program
50,000
Hartford Parent University Inc
330 Market St
Hartford
,
CT
06120
NONE
Operating support for HPU to run its programing with Hartford Public Schools in 2025
40,000
Hartford Promise Inc
750 Main St Ste 1108-1
Hartford
,
CT
06103
NONE
Program support for the Hartford Promise Scholarship Fund
200,000
Hartford Public Library
500 Main Street
Hartford
,
CT
06103
NONE
Operating Support for Hartford Public Librarys Teen Services Educational Initiatives
90,000
Hartford Youth Scholars Foundation Inc
129 Allen Pl
Hartford
,
CT
061063101
NONE
Operating support for Hartford Youth Scholars The Collegiate Academy and High School and College Success Programs
100,000
Hole in the Wall Gang Fund Inc
555 Long Wharf Dr Ste 11
New Haven
,
CT
065115961
NONE
Program support for The Hole in the Wall Gang Camps Hospital Outreach Program and Parent Programming
300,000
Holiday Express Inc
151 Industrial Way East Building A
Eatontown
,
NJ
07724
NONE
Project support for Holiday Express & Travelers Art and Community Outreach Partnership
15,000
The Im Able Foundation
1007 Hill Avenue Building 17
Wyomissing
,
PA
19610
NONE
Project support for IM ABLE Foundations IM ABLE Games
6,315
International Hartford Ltd
151 New Park Ave Ste 5A
Hartford
,
CT
06106
NONE
Program support for International Hartfords business counseling and financial literacy programs
25,000
JUNIOR ACHIEVEMENT ROCKY MOUNTAIN
6500 Greenwood Plaza Blvd
Greenwood Village
,
CO
80111
NONE
Project support for JA Experiential Programs JA Finance Park and JA Dream Accelerator also supported by Travelers volunteers
15,000
JUNIOR ACHIEVEMENT OF DALLAS INC
3000 Pegasus Park Dr Ste 720
Dallas
,
TX
75247
NONE
Project support for Empowering Youth Financial Literacy JA Finance Park supported by Travelers volunteers
15,000
JUNIOR ACHIEVEMENT OF EAST TENNESSEE
2135 N Charles G Seivers Blvd
Clinton
,
TN
37716
NONE
Project support for Junior Achievement of East Tennessee and Travelers volunteers
15,000
JUNIOR ACHIEVEMENT OF NORTHEASTERN NEW YORK
45 Hudson Ave Ste 1487
Albany
,
NY
12201
NONE
Project support for Travelers volunteer engagement with Junior Achievement Programming in the Cohoes City School District
10,000
JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND
70 Farmington Avenue
West Hartford
,
CT
06105
NONE
Operating support to enable JA to deliver programming to Hartford students
90,000
JUNIOR ACHIEVEMENT USA
PO Box 120478
Saint Paul
,
MN
55112
NONE
Program support for JA Programs & Travelers Volunteer Engagement
15,000
JUNIOR ACHIEVEMENT OF WESTERN NEW YORK
500 Corporate Parkway Ste 118
Amherst
,
NY
142261263
NONE
Program support for JA in a Day for students at Buffalo Public School 45
15,000
Levo International Inc
5 Westbrook Rd
Bloomfield
,
CT
06002
NONE
Program grant for the North Hartford Farming Initiative
10,000
Local Initiatives Support Corporation
28 Liberty St Fl 34
New York
,
NY
100051526
NONE
Operating support to allow LISC to do its core work of Strengthening Neighborhoods and Residents through Investments Capacity Building and Economic Security Programs
50,000
McEivr Inc
960 Main St
Hartford
,
CT
061031224
NONE
Operating Support for MakerspaceCT to Advance Programmatic Expansion Workforce Development and AIRobotics Education
25,000
McEivr Inc
960 Main St
Hartford
,
CT
061031224
NONE
Operating Support for MakerspaceCT
25,000
Metropolitan Economic Development Association
1256 Penn Avenue North Ste 4800
Minneapolis
,
MN
55411
NONE
General operating support for MEDAs small business programs
10,000
Minnesota Childrens Museum
10 7th St W
Saint Paul
,
MN
551022453
NONE
General operating support for the Play for All Access program at the Minnesota Childrens Museum
30,000
Minnesota State Council on Economic Education
1994 Buford Ave
Saint Paul
,
MN
551086038
NONE
General Operating Support for MCEEs Teacher and Student Programs
10,000
The Minnesota Opera
620 N First St
Minneapolis
,
MN
55401
NONE
General Operating Support for Opera Productions Civic Engagement and New Works
5,000
Minnesota Computers for Schools
504 Malcolm Ave Se Ste 100
Minneapolis
,
MN
55414
NONE
General operating for MTFS Workforce Training in the Twin Cities Metro
20,000
Tides Foundation
PO Box 889389
Los Angeles
,
CA
900889389
NONE
Project support
15,000
National Aids Memorial Inc
PO Box 2270
San Francisco
,
CA
941262270
NONE
Project support for a Community Volunteer Workday at National AIDS Memorial Grove with the local Travelers office
3,000
Neighborhood Development Center Inc
625 University Ave W
Saint Paul
,
MN
55104
NONE
Program support for the Technical Assistance Entrepreneurs Stability and Success programs
10,000
Neighborhood House
179 Robie St E
St Paul
,
MN
55107
NONE
Program support for Food program at Neighborhood House
25,000
The New York Opportunity Network Inc
85 Broad St Fl 6
New York
,
NY
100042794
NONE
General operating support for The Opportunity Networking and corporate volunteer partnership
25,000
North Central College
451 S Brainard St
Naperville
,
IL
60540
NONE
Project and volunteer support for Cardinal First Sophomore Supper Tie it Tuesday ResumeCareer Building Alumni Academy and Graduation Pinning Ceremony
15,000
Northeast Neighborhood Partners Inc
10 Love Ln
Hartford
,
CT
06112
NONE
Operating support to advance North Hartford Partnerships work in Affordable Housing Clean Energy Access and Community-Driven Economic Development
50,000
Northside Institutions Neighborhood Alliance Inc
20 SARGEANT ST
West Hartford
,
CT
06105
NONE
Operating support for the Asylum Hill Homeownership program
25,000
Nourish Nj Inc
57 E Park Place 2 Fl
Morristown
,
NJ
07960
NONE
Project support for Nourish NJs Kitchen Meal Prep
15,000
Big Brothers Big Sisters of Connecticut Inc
30 Laurel St
HARTFORD
,
CT
061061361
NONE
Program support for Big Futures
25,000
Orange Countys United Way
18012 Mitchell S
IRVINE
,
CA
926146008
NONE
Project support for a School Supply Backpack Assembly in partnership with the United Way
6,930
Page Education Foundation
PO Box 581254
MINNEAPOLIS
,
MN
55458
NONE
General operating support for Page Education Foundations scholarship program
50,000
Park Square Theatre Company
408 Saint Peter Street
SAINT PAUL
,
MN
55102
NONE
General operating support for Park Square Theatre
10,000
The Police Athletic and Activities League of Hartford Incorporated
PO Box 1863
Hartford
,
CT
06144
NONE
Operating support for The Police Athletic & Activities League of Hartford INC Programming
50,000
Project for Pride in Living Inc
1035 E Franklin Ave
MINNEAPOLIS
,
MN
554042920
NONE
Program support for PPLs Place-Based Youth Services Success for Youth in Supportive Housing
10,000
Project Success-Students Undertaking Creative Control
One Groveland Terrace Ste 300
MINNEAPOLIS
,
MN
55403
NONE
General operating for the College and Career Readiness to Prepare Students for Post Secondary Success focused programs
20,000
Read to A Child Inc
20 William Street Ste G25
WELLESLEY HILLS
,
MA
02481
NONE
Program support for The Read Aloud Mentoring Program literacy mentoring for Hartfords elementary students for schoolyear 2025-26
60,000
Rebuilding Together Inc
999 N Capitol St NE Ste 330
WASHINGTON
,
DC
200029116
NONE
Project support to put FORTIFIED roofs in hurricane-impacted and hurricane-prone areas of Florida and Texas ensuring families have safer more secure homes ahead of future storms
200,000
Social Enterprises Trust Inc
1429 Park St Ste 114
HARTFORD
,
CT
06106
NONE
Operating support to launch and grow Hartford businesses
60,000
Riverfront Recapture Inc
50 Columbus Blvd
HARTFORD
,
CT
06106
NONE
Operating support for Park Operations and Volunteer Engagement
15,000
The Science Museum of Minnesota
120 W Kellogg Blvd
Saint Paul
,
MN
55102
NONE
General Operating Support for SSMs STEM Education programs
30,000
St Bernard Project Inc
2645 Toulouse St
New Orleans
,
LA
701195045
NONE
Operating support
1,000,000
Tri-County United Way Inc
543 Glen St
Glens Falls
,
NY
12801
NONE
Project support 518 Community Celebration Tri-County United Ways United In Purpose Hygiene Drive
4,000
United Way Inc Dba United Way of Central & Northeastern Ct
One State Street Ste 1710
Hartford
,
CT
06103
NONE
Operating support to run United Way Community Impact
315,000
United Way Inc Dba United Way of Central & Northeastern Ct
One State Street Ste 1710
Hartford
,
CT
06103
NONE
Cradle to Career pathway for City of Hartford youth
250,000
United Way of Southern Nevada Inc
5830 W Flamingo Rd
Las Vegas
,
NV
891032301
NONE
School Supply Kit Build Building Back-to-School Kits for Southern Nevada Students in Need
17,000
United Way of the Bay Area
550 Kearny Street Ste 510
San Francisco
,
CA
94108
NONE
Project support for a backpack building volunteer event for Travelers Walnut Creek office
10,000
University of Connecticut Foundation Incorporated
2390 Alumni Drive
Storrs Mansfield
,
CT
06268
NONE
Travelers Residential Scholarship at UConn Hartford Fund payment 1 of 5 to be made in 2025 contingent
100,000
Upper Albany Main Street Program Inc
1382 ALBANY AVE Ste 2
Hartford
,
CT
06112
NONE
Operating support for Upper Albany Main Street UAMS Programs and Initiatives
50,000
Wadsworth Atheneum Museum of Art
600 Main St
Hartford
,
CT
06103
NONE
Program support for School and Teacher Programs
35,000
Walker West Music Academy
760 Selby Ave
Saint Paul
,
MN
55104
NONE
General operating support for Walker West Music Academy
7,500
Wilderness Inquiry Inc
1611 County Rd B West Ste 315
Saint Paul
,
MN
55113
NONE
General operating support for Wilderness Inquirys outdoor programs focused on youth development
10,000
Wish for Wheels
7794 Hampden Circle
Denver
,
CO
80237
NONE
Project support
13,350
Writers in the Schools
1523 West Main
Houston
,
TX
77006
NONE
Project support for WITS Space City Regionals championing the META4 team to represent Houston at Brave New Voices
15,000
Youth Development Center Inc
6050 Bretshire Dr
Houston
,
TX
77016
NONE
Project support of the YDC Literacy Carnival 2025 supported by Travelers Houston volunteers
15,000
Total
.................................
3a
5,924,863
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2025)
Form 990-PF (2025)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
4,483
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
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)
..
4,483
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,483
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
3
NOT APPLICABLE
Form
990-PF
(2025)
Form 990-PF (2025)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2025)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
Name of the organization
TRAVELERS FOUNDATION
Employer identification number
41-1924256
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the
General Rule
or a
Special Rule.
Note:
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
Caution:
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it
must
answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613X
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025)
Page
2
Name of organization
TRAVELERS FOUNDATION
Employer identification number
41-1924256
Part I
Contributors
(see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
THE TRAVELERS COMPANIES INC
385 WASHINGTON ST
SAINT PAUL
,
MN
551021396
$
21,447,863
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
3
Name of organization
TRAVELERS FOUNDATION
Employer identification number
41-1924256
Part II
Noncash Property
(see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
$
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page
4
Name of organization
TRAVELERS FOUNDATION
Employer identification number
41-1924256
Part III
Exclusively
religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor.
Complete columns
(a)
through
(e) and
the following line entry. For organizations completing Part III, enter the total of
exclusively
religious, charitable, etc., contributions of
$1,000 or less
for the year. (Enter this information once. See instructions.)
$
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
(a)
No. from Part I
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP 4
Relationship of transferor to transferee
Schedule B (Form 990) (Rev. 1-2025)
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2025 OtherDecreasesSchedule
Name:
TRAVELERS FOUNDATION
EIN:
41-1924256
Description
Amount
ACCRUAL OF DISTRIBUTIONS
238,000