THE TRAVELERS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE TRAVELERS FOUNDATION (EIN 95-4471689)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-28
IRS object ID
201513019349100011
Schema version
2014v5.0
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)
Return2015-10-28T12:30:59-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE DEVINEPreparerPersonNm
PTINP00085368PTIN
Phone3108281850PhoneNum
Preparation2015-10-28PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,158FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$54,931ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$54,931TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$24,097OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$24,097OthEmplSlrsWgsDsbrsChrtblAmt
Occupancy Rev And Expnss$5,976OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$5,976OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,355TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$935TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,929OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$42,357TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,008TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,970ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,970ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,327TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,978TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,396ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,207CashBOYAmt
Cash EOY$6,074CashEOYAmt
Cash EOYFMV$6,074CashEOYFMVAmt
Acct Rcvbl$84AcctRcvblAmt
Acct Rcvbl BOY$84AcctRcvblBOYAmt
Acct Rcvbl EOY$84AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$84AcctRcvblEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$16,292TotalAssetsBOYAmt
Total Assets EOY$6,158TotalAssetsEOYAmt
Total Assets EOYFMV$6,158TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,354AccountsPayableBOYAmt
Accounts Payable EOY$616AccountsPayableEOYAmt
Total Liabilities BOY$3,354TotalLiabilitiesBOYAmt
Total Liabilities EOY$616TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,938UnrestrictedBOYAmt
Unrestricted EOY$5,542UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,938TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,542TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,292TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,158TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,938TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,396ExcessRevenueOverExpensesAmt
Subtotal$5,542SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,542TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr5$14,538AdjustedQlfyDistriYr5Amt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,978QualifyingDistributionsAmt

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 ContributorsfalseNewSubstantialContributorsInd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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)
Description1MINISTERIAL COUNSELING PROGRAM THROUGHOUT THE YEAR SPIRITUAL EDUCATION & DIRECTION TO INDIVIDUALS & COUPLES FOCUSED ON SPIRITUAL AWARENESS 67 INDIVIUALSDescription1Txt
Expenses1$22,388Expenses1Amt
Description2PEACE EDUCATION VARIOUS PROJECTS - PEACE & SPIRITUAL AWRENESS WEBSITE DAILY BLESSINGS MEDITATIONS SOCIAL MEDIA MINISTRY 3500 INDIVIDUALSDescription2Txt
Expenses2$2,104Expenses2Amt
Description3AUSTRALIA LED & PARTICIPATED IN MOVEMENT OF SPIRITUAL INNER AWARENESSSIAPEACE THEOLOGICAL SEMINARY WORKSHOPS ON PEACE & INNER HAPPINESS 324 ATTENDEESDescription3Txt
Expenses3$1,105Expenses3Amt
Description4SWITZERLAND LED & PARTICIPATED IN MOVEMENT SPIRITUAL INNER AWARENESSPTS WORKSHOPS ON GRATITUDE & PEACE & MINISTERING TO THE DYING 59 ATTENDEESDescription4Txt
Expenses4$6,258Expenses4Amt

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$50,978ExpensesAndContributionsAmt
Qualifying Distributions$50,978QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,978AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$50,978QualifyingDistributionsAmt

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$54,931CurrentYearAmt
Year1$50,556Year1Amt
Year2$53,800Year2Amt
Year3$38,251Year3Amt
Total$197,538TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
MSIA AUSTRALIA
PO BOX 195BLACKWOODBLACKWOOD SAAS5051NCTEACHING SPIRITUAL AWARENESS & PEACE$127
INSIGHT SEMINARS
PCEDUCATIONAL PROGRAMS$1,0002101 WILSHIRE BLVD STE 221Santa MonicaCA90403
UNIVERSITY OF SANTA MONICA
PCEDUCATIONALN PRIGRAMS$1,0002107 WILSHIRE BLVDSanta MonicaCA90403
MSIA
PCTEACHING SPIRITUAL AWARENESS & PEACE$17,8433500 WEST ADAMS BLVDLos AngelesCA90018
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,970TotalGrantOrContriPdDurYrAmt
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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CAROL BARGER
112608 BRECKENRIDGEDallasTX75230$5,700Yes (X)
STEPHANIE KOZAK-ALLEN
2115 SPRINGTON MEWS CIRCLEMediaPA19063$7,390Yes (X)
HOWELL TAYLOR
3213 B THE STRANDHermosa BeachCA90254$6,000Yes (X)

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$291$0$0$0
POSTAGE$121$0$0$0
WEBSITE EXPENSES$16$0$0$0
SUPPLIES$18$0$0$0
FILING FEES$61$0$0$0
INSURANCE$1,671$0$0$0
PAYROLLFEES$714$0$0$0
EVENT EXPENSES$37$0$0$0

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