Civic Intelligence

Swede Anderson Foundation

990PF • Fiscal year 2015 • EIN 16-6208191

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 09, 2016

16600 N Thompson Peak PkyScottsdale, AZ 85260

(480) 563-0732

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$6,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

6th percentile

-26%

Faster asset growth than 6% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$559,852

Down $192,690 (-26%) from 2014

Net Assets

Down

$559,852

Down $192,690 (-26%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$213,509

Up $29,457 (+16%) from 2014

Expenses

Up

$160,228

Up $22,774 (+17%) from 2014

Net Income

Up

$53,281

Up $6,683 (+14%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $717,634Liabilities 2011: $02011Assets 2012: $814,609Liabilities 2012: $0Net Assets 2012: $814,6092012Assets 2013: $763,094Liabilities 2013: $0Net Assets 2013: $763,0942013Assets 2014: $752,542Liabilities 2014: $0Net Assets 2014: $752,5422014Assets 2015: $559,852Liabilities 2015: $0Net Assets 2015: $559,8522015Assets 2016: $517,622Liabilities 2016: $2,550Net Assets 2016: $515,0722016Assets 2017: $478,540Liabilities 2017: $0Net Assets 2017: $478,5402017

Highlighted filing

2015

Assets$559,852
Liabilities$0
Net Assets$559,852

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $63,240Expenses 2011: $108,763Net Income 2011: -$45,5232011Expenses 2012: $100,4202012Revenue 2013: $83,083Expenses 2013: $134,598Net Income 2013: -$51,5152013Revenue 2014: $184,052Expenses 2014: $137,454Net Income 2014: $46,5982014Revenue 2015: $213,509Expenses 2015: $160,228Net Income 2015: $53,2812015Revenue 2016: $98,241Expenses 2016: $143,021Net Income 2016: -$44,7802016Revenue 2017: $176,502Expenses 2017: $213,034Net Income 2017: -$36,5322017

Highlighted filing

2015

Revenue$213,509
Expenses$160,228
Net Income$53,281
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 9, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK J TRAVERSTrustee-$6,000-$6,000
JEFFREY P TRAVERSTrustee-$6,000-$6,000
ELISE E TRAVERSTrustee-$6,000-$6,000
JUDITH E TRAVERSTrustee-$6,000-$6,000
PETER R TRAVERS JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Swede Anderson Foundation
EIN
16-6208191
Phone
4805630732
Address
16600 N Thompson Peak Pky, Scottsdale, AZ 85260

Signing Officer

Name
Jeffrey P Travers
Title
Trustee
Phone
4805630732
Signed
2016-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Jones Accounting & Tax
Address
8292 Vernon Circle, Williamsville, NY 14221
Preparer
Jeffrey P Travers
Phone
7165534891
Raw XML Appendix385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt01982-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Publicly traded securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Philatelic investments
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt055207
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt147830
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0FMV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt083512
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt165000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm0REAL JEM VENTURES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt028305
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt117170
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Page 4, Part VII-A, Line 10
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ELISE E. TRAVERS 905 HARLEM RD. WEST SENECA, NY 14224 JEFFREY P. TRAVERS 905 HARLEM RD. WEST SENECA, NY 14224 MARK J. TRAVERS 905 HARLEM RD. WEST SENECA, NY 14224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0497026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03093802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached schedule
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Philatelic
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt093857
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt045475
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0139339
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0139339
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt045475
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt022800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt081175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt081175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt074170
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt093857
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093857
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt053281
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0148512
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045475
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0128516
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06840
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt043
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt031350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06884
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0149405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0160228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0139339
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0213509
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt068230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010823
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079053
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06178
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0686
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01982-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt055207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt028305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt028305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt083512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Philatelic investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045475
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt053281
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0245971
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0805823
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0752542
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0559852
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0153804
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0153804
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0153804
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0155089
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01285
IRS990PF/DistributableAmountGrp/TotalTaxAmt01285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02715
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-4000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02715
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01285
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt03156628
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0284677
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0284677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0662829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0497026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03093802
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt047830
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0467865
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0275175
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt041883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt062826
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt062826
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0752542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0559852
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03156628
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0752542
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0559852
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0752542
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0559852
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03149017
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt065570
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03021118
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047235
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt062329
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0155089
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03101782
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03149017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt26000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER R TRAVERS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK J TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEFFREY P TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELISE E TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JUDITH E TRAVERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0905 Harlem Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1905 Harlem Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2905 Harlem Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3905 Harlem Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4905 Harlem Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0West Seneca
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1West Seneca
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2West Seneca
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3West Seneca
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Buffalo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd014224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd114224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd214224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd314224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd414224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0137601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0138886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0133019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0119963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt091235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt099919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0100785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044362
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03101782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03027782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02717334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02425487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02201202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01987072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0149405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.221808
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0148120
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0149405
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01285
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0149405
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0905 Harlem Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0West Seneca
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014224
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Travers & Co
IRS990PF/StatementsRegardingActyGrp/PhoneNum07168270905
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK J TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELISE E TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JEFFREY P TRAVERS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3PETER R TRAVERS JR AND JUDITH E TRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt081175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AttachedSeeStatement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SeeAttachedStatement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081175
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0146954
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02451
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02451
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149405
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02451
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0151353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0146954
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELISE E TRAVERS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JEFFREY P TRAVERS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2MARK J TRAVERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0905 Harlem Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1905 Harlem Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2905 Harlem Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Buffalo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Buffalo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Buffalo
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd014224
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd114224
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd214224
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020554
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt126808
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt226808
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt020554
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt126808
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt226808
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0200 SH. ZIMMER HOLDINGS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1300 SH. PHILLIP MORRIS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2300 SH. PHILLIP MORRIS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-12-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12015-12-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22015-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0245971
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Difference between book value and fair market value of contributions received
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1337
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2475
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1355
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt033000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Travers & Co. Mgt, accounting & tax
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt031350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01650
TaxesSchedule/TaxesDetail/Amt0382
TaxesSchedule/TaxesDetail/Amt16502
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal excise tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0382
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16502
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY P TRAVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04805630732
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Swede Anderson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SWED
ReturnHeader/Filer/EIN0166208191
ReturnHeader/Filer/PhoneNum04805630732
ReturnHeader/Filer/USAddress/AddressLine1Txt016600 N Thompson Peak Pky
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jones Accounting & Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08292 Vernon Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07165534891
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY P TRAVERS
ReturnHeader/ReturnTs02016-08-13T11:33:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings