Joan Traver Walsh Family Foundation
Joan Traver Walsh Family Foundation is a private foundation, based in Sierra Madre, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $481K in total assets. Net investment income was $13K.
Joan Traver Walsh Family Foundation at a glance
- Total assets
- $480,660
- +2.3% vs 2024
- Revenue (2025)
- $17,081
- -78.8% vs 2024
- Net investment income (2025)
- $12,822
- -82.3% vs 2024
- Expenses (2025)
- $6,334
- -99.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joan Traver Walsh Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $100–250K range: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Joan Traver Walsh Family Foundation gives
- Giving fell 20% from 2019 to 2022. Method
- In 2022 it paid out 139% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $200K (2022) to $260K (2021). In 2022 it made 1 grant totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MD Anderson Cancer Center Houston, TX | General Operating Fund | $200,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $480,660 | $17,081 | $6,334 | — | — | — | $12,822 | $21,994 |
| 2024 | $469,913 | $80,395 | $2,668,584 | — | — | — | $72,347 | $59,129 |
| 2023 | $3,060,806 | $209,718 | $207,126 | — | — | — | $191,309 | $148,866 |
| 2022 | $3,061,930 | $136,872 | $260,814 | $200,000 | 1 | $236,000 | $115,608 | $169,222 |
| 2021 | $3,186,538 | $27,031 | $320,290 | $260,000 | 3 | $296,000 | $90,736 | $180,150 |
| 2020 | $3,482,533 | $-14,564 | $319,707 | $260,000 | 3 | — | $84,186 | $176,884 |
| 2019 | $3,827,200 | $141,294 | $312,460 | $251,000 | 3 | — | $119,225 | $195,151 |
Under IRS private-foundation payout rules, Joan Traver Walsh Family Foundation reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan Traver Walsh Family Foundation is led by Lynn Traver, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lynn Traver
President
On filings since 2019
1 hr/week
No compensation reported
Jennifer C. Traver
CFO
CFO & Secretary → CFO, 2021
On filings since 2019
0.3 hrs/week
No compensation reported
Jessica Traver
Secretary
On filings since 2021
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joan Traver Walsh Family Foundation
How large is Joan Traver Walsh Family Foundation?
Joan Traver Walsh Family Foundation reported $481K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $17K.
Where does Joan Traver Walsh Family Foundation operate?
Joan Traver Walsh Family Foundation has awarded grants in California, Texas.
How much is Joan Traver Walsh Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Joan Traver Walsh Family Foundation reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joan Traver Walsh Family Foundation's EIN?
Joan Traver Walsh Family Foundation's EIN (Employer Identification Number) is 47-5085280. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Joan Traver Walsh Family Foundation's focus areas in our free grants database
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