Public Charity

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND is a Public Charity headquartered in VACAVILLE, CA. Financial data from the 2024 filing: $65K revenue, $57K expenses, $555K total assets. IRS filings disclose 71 grants awarded by this foundation, totaling roughly $1.9M.

EIN: 824159040 VACAVILLE, CA Corporate Foundations NTEE: T21 Latest filing: 2024
Total Revenue$65K
Total Expenses$57K
Total Assets$555K
Grants Given71
Grant Total$1.9M
Filing Years2020–2024

Mission

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND IS COMMITTED TO BUILDING FINANCIALLY EMPOWERED COMMUNITIES. THEIR VISION IS TO CREATE PHILANTHROPIC SOLUTIONS FOR BUILDING SUSTAINABLE FINANCIAL WELLNESS IN COMMUNITIES FOR GENERATIONS TO COME. THE FOUNDATION RAISES FUNDS FOR FINANCIAL EDUCATION INITIATIVES AND RESOURCES, SCHOLARSHIPS FOR YOUTH AND ADULTS AND DISASTER RELIEF.

Sample Grants Given

FAIRFIELD, CA · 2024
TO SUPPORT THE PROVISION OF SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING IN SOLANO COUNTY, CALIFORNIA
$15,000
SAN PABLO, CA · 2024
TO SUPPORT PROGRAMS THAT PROMOTE ECONOMIC DEVELOPMENT, JOB CREATION, WORKFORCE DEVELOPMENT, AND SMALL BUSINESS ASSISTANCE IN THE CITY OF SAN PABLO, CALIFORNIA.
$15,000
VACAVILLE, CA · 2024
TO SUPPORT PROGRAMS AND SERVICES THAT PROMOTE COMMUNITY DEVELOPMENT, AFFORDABLE HOUSING, AND ASSISTANCE FOR LOW-INCOME INDIVIDUALS AND FAMILIES IN VACAVILLE AND SOLANO COUNTY, CALIFORNIA.
$15,000
SALT LAKE CITY, UT · 2023
TO PROVIDE GENERAL OPERATING SUPPORT FOR CHILDREN'S HOSPITALS IN CALIFORNIA.
$20,750
FAIRFIELD, CA · 2020
TO SUPPORT ORGANIZATIONS THAT PROVIDE FRONTLINE SERVICES TO THOSE IMPACTED BY COVID-19
$70,000

Showing up to 5 of 71 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Amanda Garcia-Merz
BOARD MEMBER Chris Milne
VICE CHAIRMAN/PRESIDENT Damian Alarcon-Young
TREASURER Jesse Leavitt
FOUNDATION MANAGER Karim Zelenka
CHAIRMAN Kevin Miller

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO SUPPORT ORGANIZATIONS THAT PROVIDE FRONTLINE SERVICES TO THOSE IMPACTED BY COVID-19
$1,811,996 66 grants
TO PROVIDE GENERAL OPERATING SUPPORT FOR CHILDREN'S HOSPITALS IN CALIFORNIA.
$20,750 1 grant
TO SUPPORT PROGRAMS AND SERVICES THAT PROMOTE COMMUNITY DEVELOPMENT, AFFORDABLE HOUSING, AND ASSISTANCE FOR LOW-INCOME INDIVIDUALS AND FAMILIES IN VACAVILLE AND SOLANO COUNTY, CALIFORNIA.
$15,000 1 grant
TO SUPPORT PROGRAMS THAT PROMOTE ECONOMIC DEVELOPMENT, JOB CREATION, WORKFORCE DEVELOPMENT, AND SMALL BUSINESS ASSISTANCE IN THE CITY OF SAN PABLO, CALIFORNIA.
$15,000 1 grant
TO SUPPORT THE PROVISION OF SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING IN SOLANO COUNTY, CALIFORNIA
$15,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $65K $57K $555K
2023 $433K $23K $547K
2022 $191K $167K $137K
2021 $146K $262K $114K
2020 $2.2M $2.0M $230K

Between 2020 and 2024, reported annual revenue declined from $2.2M to $65K (-97%), with total assets most recently reported at $555K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AA, CA, UT.

AACAUT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND

Complete financials, all 71 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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