Emma R Travelli Trust Uw Fbo Charles Irwin Travelli Fund
- Assets
- $8.5m
- Revenue
- $1.3m
- Investments
- $7.0m
- Employees
- 0
- Location
- Woburn, MA
- Founding
- 00/0000
- Data as of
- 12/2021
- EIN
- 04-2269072
Organization Overview
Emma R Travelli Trust Uw Fbo Charles Irwin Travelli Fund is located in Woburn, MA. The organization was established in 0000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2021, Emma R Travelli Trust Uw Fbo Charles Irwin Travelli Fund generated $1.3m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 11.1% each year . All expenses for the organization totaled $706.0k during the year ending 12/2021. While expenses have increased by 1.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
ALL INCOME PAID TO CHARLES IRWIN TRAVELLI FUND #04-2260155
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sumner R Andrews Jr Trustee | 2 | $30,385 | |
Cambridge Trust Co Trustee | 2 | $27,305 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $301,231 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,047,937 |
| Capital Gain Net Income | $1,047,937 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,349,168 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $57,690 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $7,162 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $212 |
| Total operating and administrative expenses | $90,764 |
| Contributions, gifts, grants paid | $615,207 |
| Total expenses and disbursements | $705,971 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$618 |
| Savings and temporary cash investments | $1,521,685 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,413,056 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $8,540,361 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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Pepsico Foundation Inc Purchase, NY | $25,033,678 | $1,734,936 |
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The Bat Hanadiv Foundation No 3 New York, NY | $1,717,297,999 | $245,079,951 |
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