Nonprofit · EIN 41-1924256
TRAVELERS FOUNDATION
Tax-exempt · ST PAUL, MN 55102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,452,706 | $5,924,863 | $15,527,843 | $16,449,421 | $0 | $16,449,421 |
| December 31, 2024 | 990-PF | $5,028,999 | $5,018,663 | $10,336 | $1,159,578 | $0 | $1,159,578 |
| December 31, 2023 | 990-PF | $6,030,583 | $5,944,000 | $86,583 | $94,241 | $0 | $94,241 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $21,447,863
- Interest
- $4,843
Expenses
- Grants and similar amounts paid
- $5,924,863
- Disbursements for charitable purposes
- $5,924,863
- Excise tax on investment income
- $67
Balance sheet and other
- Total assets, start of year
- $1,159,578
- Total assets, end of year
- $16,449,421
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,449,421
- Fair market value of assets
- $16,449,421
- Qualifying distributions
- $5,924,863
- Net investment income
- $4,843
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY F BESSETTE One Tower Square, Hartford, CT 06183 | Director & Chairman | 1 | $0 |
| MARLENE M IBSEN One Tower Square, Hartford, CT 06183 | President & CEO | 10 | $0 |
| LISA B WALKER One Tower Square, Hartford, CT 06183 | President & CEO | 10 | $0 |
| TARA SPAIN One Tower Square, Hartford, CT 06183 | Vice President & COO | 10 | $0 |
| ERIN L HABERMAN One Tower Square, Hartford, CT 06183 | Assistant VP | 10 | $0 |
| RITA R ORTIZ One Tower Square, Hartford, CT 06183 | Assistant VP | 10 | $0 |
| SCOTT W RYNDA 385 Washington Street, Saint Paul, MN 551021396 | Treasurer | 0.5 | $0 |
| DANIEL S FREY One Tower Square, Hartford, CT 06183 | Treasurer | 0.5 | $0 |
| WENDY C SKJERVEN 385 Washington Street, Saint Paul, MN 551021396 | Corporate Secretary | 0.2 | $0 |
| LISA CAPUTO 485 Lexington Avenue, New York, NY 100172630 | Director | 0.5 | $0 |
| DAVE FRENCH One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| CHRISTINE K KALLA 385 Washington Street, Saint Paul, MN 55102 | Director | 0.5 | $0 |
| MICHAEL F KLEIN One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| JEFF KLENK One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| DIANE KURTZMAN 485 Lexington Avenue, New York, NY 100172630 | Director | 0.5 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEAN A RAMALHO One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| NICHOLAS SEMINARA One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| JOAN K WOODWARD 700 13th Street NW STE 950, Washington, DC 20005 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY F BESSETTE One Tower Square, Hartford, CT 06183 | Chairman | 0.5 | $0 |
| ANDY F BESSETTE One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| MARLENE M IBSEN One Tower Square, Hartford, CT 06183 | President & CEO | 10 | $0 |
| TARA SPAIN One Tower Square, Hartford, CT 06183 | Vice President & COO | 10 | $0 |
| SCOTT W RYNDA 385 Washington Street, Saint Paul, MN 551021396 | Treasurer | 0.5 | $0 |
| WENDY C SKJERVEN 385 Washington Street, Saint Paul, MN 551021396 | Corporate Secretary | 0.2 | $0 |
| LISA CAPUTO 485 Lexington Avenue, New York, NY 100172630 | Director | 0.5 | $0 |
| DANIEL S FREY One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| ERIN L HABERMAN One Tower Square, Hartford, CT 06183 | Second Vice President | 10 | $0 |
| CHRISTINE K KALLA 385 Washington Street, Saint Paul, MN 55102 | Director | 0.5 | $0 |
| MICHAEL F KLEIN One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| DIANE KURTZMAN One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| RITA R ORTIZ One Tower Square, Hartford, CT 06183 | Second Vice President | 10 | $0 |
| SEAN A RAMALHO 3 Huntington Quadrangle STE Ste 302, Melville, NY 11747 | Director | 0.5 | $0 |
| NICHOLAS SEMINARA One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| KEVIN C SMITH One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| JOAN K WOODWARD 700 13th Street NW STE Suite 950, Washington, DC 20005 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY F BESSETTE One Tower Square, Hartford, CT 06183 | Chairman | 0.5 | $0 |
| ANDY F BESSETTE One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| MARLENE M IBSEN One Tower Square, Hartford, CT 06183 | President CEO nonvo | 10 | $0 |
| TARA SPAIN One Tower Square, Hartford, CT 06183 | Vice President COO | 10 | $0 |
| SCOTT W RYNDA 385 Washington Street, Saint Paul, MN 551021396 | Treasurer | 0.5 | $0 |
| WENDY C SKJERVEN 385 Washington Street, Saint Paul, MN 551021396 | Corporate Secretary | 0.2 | $0 |
| LISA CAPUTO 485 Lexington Avenue, New York, NY 100172630 | Director | 0.5 | $0 |
| DANIEL S FREY One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| ERIN L HABERMAN One Tower Square, Hartford, CT 06183 | Second Vice President | 10 | $0 |
| CHRISTINE K KALLA 385 Washington Street, Saint Paul, MN 55102 | Director | 0.5 | $0 |
| MICHAEL F KLEIN One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| DIANE KURTZMAN One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| RITA R ORTIZ One Tower Square, Hartford, CT 06183 | Second Vice President | 10 | $0 |
| SEAN A RAMALHO 3 Huntington Quadrangle Ste Ste 302, Melville, NY 11747 | Director | 0.5 | $0 |
| NICHOLAS SEMINARA One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| KEVIN C SMITH One Tower Square, Hartford, CT 06183 | Director | 0.5 | $0 |
| JOAN K WOODWARD 700 13th Street NW Ste Suite 950, Washington, DC 20005 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 385 WASHINGTON ST 9275-SB05T, ST PAUL, MN 55102-1396
- In care of
- % LISA B WALKER
- Signed the 990-PF
- LISA B WALKER, President & CEO
- Phone
- (651) 310-7911
- Return prepared by
- THE TRAVELERS COMPANIES INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1924256
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,449,421
- Income (IRS master file)
- $21,452,706
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,452,706 | $5,924,863 | $16,449,421 | IRS |
| 990-PF | December 2024 | $5,028,999 | $5,018,663 | $1,159,578 | IRS |
| 990-PF | December 2023 | $6,030,583 | $5,944,000 | $94,241 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1924256).
Questions about TRAVELERS FOUNDATION
- What is the EIN of TRAVELERS FOUNDATION?
- The employer identification number (EIN) of TRAVELERS FOUNDATION is 41-1924256.
- Is TRAVELERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to TRAVELERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRAVELERS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRAVELERS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRAVELERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TRAVELERS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does TRAVELERS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,452,706, expenses of $5,924,863 and total assets of $16,449,421 at year end.
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