STRATEGY STUDIO / PUBLIC DATA EXPLORER

TRAVIS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TRAVIS FOUNDATION (EIN 03-0403673)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-14
IRS object ID
202521049349100402
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-14T03:24:04-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454404530PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BECK & HILL LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1265 RIVERCHASE PKWY EAddressLine1Txt
CityHOOVERCityNm
State AbbreviationALStateAbbreviationCd
ZIP35244ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030403673EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRAVIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRAVBusinessNameControlTxt
Phone2056121338PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16505 MILL CREEK CIRCLEAddressLine1Txt
CityHOOVERCityNm
State AbbreviationALStateAbbreviationCd
ZIP35242ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD TRAVISPersonNm
Person TitlePRESIDENT & DIRECTORPersonTitleTxt
Phone2056121338PhoneNum
Signature2025-03-22SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBobby HillPreparerPersonNm
PTINP00706648PTIN
Phone2054033303PhoneNum
Preparation2025-04-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$284,983FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$540DividendsRevAndExpnssAmt
Dividends Net Invst Incm$540DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$12,779GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$12,779GrossRentsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$6,046OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,046OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$19,365TotalRevAndExpnssAmt
Total Net Invst Incm$19,365TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$7,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,786OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,786OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,786OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$2,503OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,503OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,503OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,539TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,539TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,539TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,539TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,539TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,174ExcessRevenueOverExpensesAmt
Net Investment Income$1,826NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$816CashBOYAmt
Cash EOY$2,085CashEOYAmt
Cash EOYFMV$2,085CashEOYFMVAmt
Acct Rcvbl BOY$23,477AcctRcvblBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Mortgage Loans BOY$102,431MortgageLoansBOYAmt
Mortgage Loans EOY$98,742MortgageLoansEOYAmt
Mortgage Loans EOYFMV$98,742MortgageLoansEOYFMVAmt
Other Investments BOY$152,946OtherInvestmentsBOYAmt
Other Investments EOY$182,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$182,000OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$11,616OtherAssetsBOYAmt
Other Assets EOY$2,156OtherAssetsEOYAmt
Other Assets EOYFMV$2,156OtherAssetsEOYFMVAmt
Total Assets BOY$291,286TotalAssetsBOYAmt
Total Assets EOY$284,983TotalAssetsEOYAmt
Total Assets EOYFMV$284,983TotalAssetsEOYFMVAmt
Accounts Payable EOY$2,871AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$2,871TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$291,286RetainedEarningBOYAmt
Retained Earning EOY$282,112RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$291,286TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$282,112TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$291,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$284,983TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$291,286TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,174ExcessRevenueOverExpensesAmt
Subtotal$282,112SubtotalAmt
Tot Net Ast Or Fund Balances EOY$282,112TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$25TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRONALD O TRAVIS SRIndividualWithBooksNm
Phone2056121338PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16505 MILL CREEK CIRCLEAddressLine1Txt
CityHOOVERCityNm
State AbbreviationALStateAbbreviationCd
ZIP35242ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD O TRAVIS SR
6505 MILL CREEK CIRCLEHOOVERAL35242PRESIDENT & DIRECTOR2.00$0$0$0
JUNE B TRAVIS
6505 MILL CREEK CIRCLEHOOVERAL35242DIRECTOR1.00$0$0$0
CHRISTOPHER L TRAVIS
5265 WOODFORD DRIVEBIRMINGHAMAL35242DIRECTOR1.00$0$0$0
TRAVIS MANAGEMENT SYSTEMS LLP
6505 MILL CREEK CIRCLEHOOVERAL35242TAX RETURNS & CONSULTANT1.00$14,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO THE OPERATIONS OF THE CHURCH OF THE HIGHLANDS AND OTHER CHARITIES. ALSO COUNSEL & TEACH YOUNG ADULTS AND COUPLES BUDGETING AND PERSONAL FINANCIAL PLANNING.Description1Txt
Expenses1$11,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,451AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$282,898FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$284,349TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$284,349AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,265CashDeemedCharitableAmt
Net Vl Noncharitable Assets$280,084NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,004MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,004MinimumInvestmentReturnAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Total Tax$25TotalTaxAmt
Distributable Before Adj$13,979DistributableBeforeAdjAmt
Distributable Before Ded$13,979DistributableBeforeDedAmt
Distributable As Adjusted$13,979DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,539ExpensesAndContributionsAmt
Qualifying Distributions$28,539QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,979DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$29,020ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,351ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,888ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,598ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,701ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$165,558TotalExcessDistributionCyovAmt
Qualifying Distributions$28,539QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$28,539RemainingDistriFromCorpusAmt
Total Corpus$194,097TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$13,979UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$29,020ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$165,077ExcessDistriCyovToNextYrAmt
Excess From Year4$38,351ExcessFromYear4Amt
Excess From Year3$34,888ExcessFromYear3Amt
Excess From Year2$31,598ExcessFromYear2Amt
Excess From Year1$31,701ExcessFromYear1Amt
Excess From Current Year$28,539ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHURCH OF THE HIGHLANDS
4700 HIGHLANDS WAYIRONDALEAL35210501C3DONATION$9,000
CAMPUS OUTREACH
PO BOX 43737BIRMINGHAMAL35243501C3DONATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescNONEDesc
Exclusion41ExclusionCd
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberNALineNumberTxt
Relationship StatementNARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMAINT FEEDesc
Revenue And Expenses Per Books$2,503RevenueAndExpensesPerBooksAmt
Net Investment Income$2,503NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,503DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORT INTERESTDesc
Revenue And Expenses Per Books$6,046RevenueAndExpensesPerBooksAmt
Net Investment Income$6,046NetInvestmentIncomeAmt