THE TRAVELERS FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE TRAVELERS FOUNDATION (EIN 95-4471689)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-26
IRS object ID
201623009349100702
Schema version
2015v2.1
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)
Return2016-10-26T08:25:20-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JANE DEVINE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11134 PRINCETON STAddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 WILSHIRE BLVDAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MORTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108296099PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE DEVINEPreparerPersonNm
PTINP00085368PTIN
Phone3108281850PhoneNum
Preparation2016-10-26PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,443FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,059ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$25,059TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$13,177OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$13,177OthEmplSlrsWgsDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$210TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$210TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,865OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,865OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,252TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,252TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,988ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,988ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,240TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,240TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,819ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,074CashBOYAmt
Cash EOY$11,359CashEOYAmt
Cash EOYFMV$11,359CashEOYFMVAmt
Acct Rcvbl$84AcctRcvblAmt
Acct Rcvbl BOY$84AcctRcvblBOYAmt
Acct Rcvbl EOY$84AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$84AcctRcvblEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$6,159TotalAssetsBOYAmt
Total Assets EOY$11,443TotalAssetsEOYAmt
Total Assets EOYFMV$11,443TotalAssetsEOYFMVAmt
Accounts Payable BOY$616AccountsPayableBOYAmt
Accounts Payable EOY$3,081AccountsPayableEOYAmt
Total Liabilities BOY$616TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,081TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,543UnrestrictedBOYAmt
Unrestricted EOY$8,362UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,543TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,362TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,159TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,443TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,543TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,819ExcessRevenueOverExpensesAmt
Subtotal$8,362SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,362TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,240QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressJOHNMORTONMINISTRIES.ORGWebsiteAddressTxt
Individual With BooksJOHN MORTONIndividualWithBooksNm
Phone3108296099PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12101 WILSHIRE BLVDAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN MORTON
2101 WILSHIRE BLVDSANTA MONICACA90403PRESIDENT1.00$0$0$0
LEIGH TAYLOR-YOUNG
2101 WILSHIRE BLVDSANTA MONICACA90403VICE PRESIDENT1.00$0$0$0
CAROL BARGER
2101 WILSHIRE BLVDSANTA MONICACA90403TREASURER1.00$0$0$0
OLGA ABRAMS
2101 WILSHIRE BLVDSANTA MONICACA90403SECRETARY1.00$0$0$0
KATHERINE HALL
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
JOHN FORRISTER
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
CAROL BEAU
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
TERILEE WUNDERMAN
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
BETH HINMAN
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
THERESA HOCKING
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
LISA BOONE
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
JOHN KADELA
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
JUDI GOLDFADER
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
STEPHANIE KOZAK-ALLEN
2101 WILSHIRE BLVDSANTA MONICACA90403DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PEACESELF AWARENESS WORKSHOP PARTICIPANT SUPPORT BRAZIL 69 PARTICIPANTSDescription1Txt
Expenses1$2,500Expenses1Amt
Description2PEACE EDUCATION VARIOUS PROJECTS - PEACE & SPIRITUAL AWRENESS WEBSITE DAILY BLESSINGS MEDITATIONS SOCIAL MEDIA MINISTRY 14000 INDIVIDUALSDescription2Txt
Expenses2$601Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,240ExpensesAndContributionsAmt
Qualifying Distributions$22,240QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,240AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$22,240QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Current Year$25,059CurrentYearAmt
Year1$54,931Year1Amt
Year2$50,556Year2Amt
Year3$53,800Year3Amt
Total$184,346TotalAmt

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
MSIA
6800 WEST ADAMSLos AngelesCA90018PCTEACHING SPIRITUAL AWARENESS & PEACE$2,638
SANTA MONICA NATIVITY SCENES
P O BOXSanta MonicaCA90403NCPEACE EDUCATION$350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,988TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCAROL BARGERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112608 BRECKENRIDGEAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,070TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescROUNDINGDesc
BOY Book Value$1BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CREDIT CARD FEES$416$0$0$416
POSTAGE$96$0$0$96
WEBSITE EXPENSES$289$0$0$289
SUPPLIES$102$0$0$102
FILING FEES$55$0$0$55
INSURANCE$1,651$0$0$1,651
PAYROLL FEES$756$0$0$756
EVENT EXPENSES$2,500$0$0$2,500

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