THE TRAVELERS FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE TRAVELERS FOUNDATION (EIN 95-4471689)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-02
IRS object ID
202221239349201317
Schema version
2021v4.0
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)
Return2022-05-02T17:22:29-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954471689EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TRAVELERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRAVBusinessNameControlTxt
Phone3108296099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13835 E THOUSAND OAKS BLVD SUITE 366AddressLine1Txt
CityTHOUSAND OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91362ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn MortonPersonNm
Person TitlePresidentPersonTitleTxt
Phone8056405131PhoneNum
Signature2022-04-26SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB0LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressOHNMORTONMINISTRIES.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$72,588GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$72,588ContributionsGiftsGrantsEtcAmt
Program Service Revenue$0ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$0InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$72,588TotalRevenueAmt
Grants And Similar Amounts Paid$32,177GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$6,591SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$9,064FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$0OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$28PrintingPublicationsPostageAmt
Other Expenses Total$6,989OtherExpensesTotalAmt
Total Expenses$54,849TotalExpensesAmt
Excess Or Deficit For Year$17,739ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$290,400NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$308,139NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$87,400BOYAmt
EOY$105,139EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$203,000BOYAmt
EOY$203,000EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$290,400BOYAmt
EOY$308,139EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$290,400BOYAmt
EOY$308,139EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSpiritual awareness, peace, and charitable service.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
GRANTS SUPPORTING EDUCATION, SPIRITUAL AWARENESS, SERVICE TO THE NEEDY, STUDY OF PEACE, AND SPIRITUAL PSYCHOLOGY, INCLUDING DAILY MEDITATIONS. 100,000+ PERSONS BENEFITED.$32,177$34,818
SUPPORTING SPIRITUAL AWARENESS, PEACE AND SERVICE THROUGH SOCIAL MEDIA WITH WEBSITE, DAILY BLESSINGS, INSTAGRAM, FACEBOOK, TWITTER AND MORE. 13,500+ PEOPLE BENEFITED.$0$3,541
FieldValueIRS element (for citing)
Total Program Service Expenses$38,359TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (21 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL BARGER
EMERITUS1$0$0$0
CAROL BEAU
DIRECTOR1$0$0$0
LISA BOONE
DIRECTOR1$0$0$0
TOM BOYER
DIRECTOR1$0$0$0
BABALOLA CHRIS-ROTIMI
DIRECTOR1$0$0$0
KELLY FORRISTER
DIRECTOR1$0$0$0
JUDI GOLDFADER
DIRECTOR1$0$0$0
KATHERINE HALL
DIRECTOR1$0$0$0
BETH HINMAN
DIRECTOR1$0$0$0
THERESA HOCKING
DIRECTOR1$0$0$0
JUSTIN JAYNE
DIRECTOR1$0$0$0
JOHN KADELA
DIRECTOR1$0$0$0
STEPHANIE KOZAK-ALLEN
DIRECTOR1$0$0$0
JEFFREY MORGAN
DIRECTOR1$0$0$0
NICK SEGAL
DIRECTOR1$0$0$0
CANDACE SEMIGRAN
DIRECTOR1$0$0$0
TERILEE WUNDERMAN
DIRECTOR1$0$0$0
JOHN MORTON
PRESIDENT1$0$0$0
LEIGH TAYLOR-YOUNG MORTON
VICE PRESIDENT1$0$0$0
OLGA ABRAMS
SECRETARY5$6,000$0$0
JOHN FORRISTER
TREASURER1$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol Filed0Form1120PolFiledInd
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonOLGA ABRAMSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13835 E THOUSAND OAKS BLVD SUITE 366AddressLine1Txt
CityTHOUSAND OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91362ZIPCd
FieldValueIRS element (for citing)
Phone3107010073PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,631CurrentTaxYearMinus1YearAmt
Current Tax Year$72,588CurrentTaxYearAmt
Total$296,054TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,631CurrentTaxYearMinus1YearAmt
Current Tax Year$72,588CurrentTaxYearAmt
Total$296,054TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,838CurrentTaxYearMinus1YearAmt
Current Tax Year$34,014CurrentTaxYearAmt
Total$131,015TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,838CurrentTaxYearMinus1YearAmt
Current Tax Year$34,014CurrentTaxYearAmt
Total$131,015TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$165,039PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,631CurrentTaxYearMinus1YearAmt
Current Tax Year$72,588CurrentTaxYearAmt
Total$296,054TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.55746PublicSupportCY509Pct
Public Support PY5090.56322PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 10Part I, Line 10, Grants and similar amounts paid in excess of $5,000. CLASS OF ACTIVITY: Spiritual Education. GRANTEE: Church of the Movement of Spiritual Inner Awareness, 3500 W. Adams Blvd., Los Angeles, CA 90018. FEIN: 23-7137833. TAX-EXEMPT STATUS: 501(C)(3). AGGREGATE AMOUNT: $11,177
Form 990-EZ, Part I, Line 16Description;Amount^Bank fees;214|Credit card processing fees;685|Insurance;882|Office expenses and supplies;3988|State filing fees;100|Website and social media;1120^Total;6989^
Form 990-EZ, Part II, Line 24Description;EOY Amount^URTH CAFFE 2020 DONATED SECURITIES;30000|URTH CAFFE 2020 DONATED SECURITIES;48000|URTH CAFFE 2020 DONATED SECURITIES;50000|URTH CAFFE 2020 DONATED SECURITIES;75000^Total;203000^

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