Civic Intelligence

Trust UW Emma R Travelli

990PF • Fiscal year 2019 • EIN 04-2269072

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 14, 2020

Organization Profile
CO Tyler Reynolds 77 Summer StrBoston, MA 02110

(617) 695-9799

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$27,913

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

51st percentile

3.0%

Faster asset growth than 51% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$8,143,077

No earlier filing loaded for comparison.

Net Assets

$8,143,077

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin80th percentile

Revenue

$916,138

No earlier filing loaded for comparison.

Expenses

$661,803

No earlier filing loaded for comparison.

Net Income

$254,335

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $6,139,589Liabilities 2011: $02011Assets 2012: $6,119,111Liabilities 2012: $02012Assets 2013: $6,711,963Liabilities 2013: $0Net Assets 2013: $6,711,9632013Assets 2014: $6,943,182Liabilities 2014: $12014Assets 2015: $6,958,927Liabilities 2015: $1Net Assets 2015: $6,958,9272015Assets 2016: $6,954,965Liabilities 2016: $0Net Assets 2016: $6,954,9652016Assets 2017: $7,007,093Liabilities 2017: $0Net Assets 2017: $7,007,0932017Assets 2019: $8,143,077Liabilities 2019: $0Net Assets 2019: $8,143,0772019Assets 2020: $7,897,164Liabilities 2020: $0Net Assets 2020: $7,897,1642020Assets 2021: $8,540,361Liabilities 2021: $1Net Assets 2021: $8,540,3612021Assets 2022: $9,167,790Liabilities 2022: $0Net Assets 2022: $9,167,7902022Assets 2023: $8,860,185Liabilities 2023: $12023

Highlighted filing

2019

Assets$8,143,077
Liabilities$0
Net Assets$8,143,077
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $311,330Expenses 2011: $481,337Net Income 2011: -$170,0072011Revenue 2012: $480,072Expenses 2012: $500,550Net Income 2012: -$20,4782012Revenue 2013: $1,124,595Expenses 2013: $531,743Net Income 2013: $592,8522013Revenue 2014: $825,961Expenses 2014: $594,742Net Income 2014: $231,2192014Revenue 2015: $644,032Expenses 2015: $628,287Net Income 2015: $15,7452015Revenue 2016: $595,294Expenses 2016: $602,449Net Income 2016: -$7,1552016Revenue 2017: $677,356Expenses 2017: $622,125Net Income 2017: $55,2312017Revenue 2019: $916,138Expenses 2019: $661,803Net Income 2019: $254,3352019Revenue 2020: $458,314Expenses 2020: $704,227Net Income 2020: -$245,9132020Revenue 2021: $1,349,168Expenses 2021: $705,971Net Income 2021: $643,1972021Revenue 2022: $1,427,889Expenses 2022: $800,460Net Income 2022: $627,4292022Revenue 2023: $659,349Expenses 2023: $754,119Net Income 2023: -$94,7702023

Highlighted filing

2019

Revenue$916,138
Expenses$661,803
Net Income$254,335
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUMNER R ANDREWS JRTrustee-$27,913-$27,913
CAMBRIDGE TRUST COTrustee-$24,913-$24,913
Filing and Contact Details

Filer

Filer Name
Trust Uw Emma R Travelli
EIN
04-2269072
Phone
6176959799
Address
CO TYLER REYNOLDS 77 SUMMER STR, BOSTON, MA 02110

Signing Officer

Name
Sumner Andrews Jr
Title
Trustee
Phone
6176959799
Signed
2020-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Russell Brier & Co Llp
Address
TEN POST OFFICE SQUARE - 6TH FL, BOSTON, MA 02109-4689
Preparer
Stephen D Candelario
Phone
6175237094
Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0STATEMENT FOR FORM 990-PF, PART VII-B, LINE 1(A)4
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE TRUST U/W EMMA R. TRAVELLI (THE TRUST) IS A PRIVATE FOUNDATION WHICH DISTRIBUTES ITS ENTIRE NET INCOME (AS REQUIRED BY THE WILL WHICH CREATED THE TRUST) TO THE CHARLES IRWIN TRAVELLI FUND (CITF), A CHARITABLE CORPORATION, WHICH IS ALSO A PRIVATE FOUNDATION. UNDER THE PROVISIONS OF THE I.R.C. SECTION 4945(H), THE TRUST IS RESPONSIBLE "TO EXERT ALL REASONABLE EFFORTS AND TO ESTABLISH ADEQUATE PROCEDURES - (1) TO SEE THAT THE GRANT IS SPENT SOLELY FOR THE PURPOSE FOR WHICH MADE, (2) TO OBTAIN FULL AND COMPLETE REPORTS FROM THE GRANTEE ON HOW THE FUNDS ARE SPENT, AND (3) TO MAKE FULL AND DETAILED REPORTS WITH RESPECT TO SUCH EXPENDITURES TO THE SECRETARY."SUMNER R. ANDREWS, JR, A TRUSTEE OF THE TRUST, IS TREASURER OF THE CITF AND AS SUCH, IS RESPONSIBLE FOR EXPENDITURE OF CITF FUNDS AND FOR THE PREPARATION AND FILING OF CITF'S FINANCIAL STATEMENTS AND IRS FORM 990-PF. THE CITF HAS A NOVEMBER 30 FISCAL YEAR AND ITS TAXPAYER IDENTIFICATION NUMBER IS 04-2260155. THE EXPENDITURES FOR CITF'S TAXABLE YEARS ENDED NOVEMBER 30, 2018 AND NOVEMBER 30, 2019 AS REPORTED ON ITS FORMS 990-PF FILED WITH THE INTERNAL REVENUE SERVICE (WHICH WERE PREPARED BY THE SAID TRUSTEE - OFFICER) ARE HEREBY INCORPORATED BY REFERENCE, (REGS. 53.4945-5(D)(1) - LAST SENTENCE).SUMNER R. ANDREWS, JR. IN HIS DUAL CAPACITY AS TRUSTEE OF THE TRUST AND AS TREASURER OF CITF, EXERCISES "EXPENDITURE RESPONSIBILITY" UNDER SECTION 4945(H) ON BEHALF OF THE TRUST (GRANTOR) WHILE FUNCTIONING AS THE PRINCIPAL OFFICER OF CITF (GRANTEE).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03339854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07961684
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0310726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11366127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FOREIGN STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0311855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11992335
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026412
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052826
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0565465
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0565465
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0346962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0346962
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0254335
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01308078
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01031
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01031
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02062
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0569176
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0876712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0253
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04000
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07610
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0597035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt039426
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0661803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0916138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0916138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0187389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1551513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5400
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0569176
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0254335
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013648
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08156725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07902390
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08143077
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0620226
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0620226
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0620226
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0637760
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017534
IRS990PF/DistributableAmountGrp/TotalTaxAmt017534
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/FMVAssetsEOYAmt013446540
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0196
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0268
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/Organization4947a1TrtdPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0557266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0556560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0513454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt08767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012755191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012386846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012013707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011437119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011503909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011544725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0597035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235614
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0597035
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0597035
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0597035
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUMNER R ANDREWS JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O TYLER REYNOLDS 77 SUMMER ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06176959799
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL INCOME PAID TO CHARLES IRWIN TRAVELLI FUND #04-2260155
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NA - ENTIRE NET INCOME DISTRIBUTED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06176959799
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt077 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A - ENTIRE NET INCOME DISTRIBUTED TO THE CHARLES IRWIN TRAVELLI FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0565465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE & SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARLES IRWIN TRAVELLI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt077 SUMMER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0565465
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031570
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0565465
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0620226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0597035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0588656
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0565465
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01031
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02062
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01031
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013598
OtherDecreasesSchedule/OtherDecreasesDetail/Amt150
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PURCHASED ACCRUED INTEREST
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ASDJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DTC FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1253
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt25000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ANALYSIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2BOOKKEEPING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt22500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt22500
TaxesSchedule/TaxesDetail/Amt07610
TaxesSchedule/TaxesDetail/Amt115200
TaxesSchedule/TaxesDetail/Amt210142
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt22018 FED BALANCE DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07610
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMNER ANDREWS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176959799
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW EMMA R TRAVELLI
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0042269072
ReturnHeader/Filer/PhoneNum06176959799
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO TYLER REYNOLDS 77 SUMMER STR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId097607FD194C09D7029EA29303B2DB024231C35F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId097607FD194C09D7029EA29303B2DB024231C35F3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.245.7.113
ReturnHeader/FilingSecurityInformation/IPDt02020-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:52:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041796830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSSELL BRIER & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TEN POST OFFICE SQUARE - 6TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021094689
ReturnHeader/PreparerPersonGrp/PhoneNum06175237094
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN D CANDELARIO
ReturnHeader/ReturnTs02020-11-13T15:27:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,143,077
Liabilities
$0
Net assets
$8,143,077
Revenue
$916,138
Expenses
$661,803
Net income
$254,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$8.86$0.00$0.66$0.75$0.09
2022Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$1.43$0.80$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.00$8.54$1.35$0.71$0.64
2020Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.46$0.70$0.25
2019Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.92$0.66$0.25
2018Detailed filing. Detailed filing data is available for this year.
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.00$7.01$0.68$0.62$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$0.60$0.60$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.64$0.63$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.94$0.00$0.83$0.59$0.23
2013Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.12$0.53$0.59
2012Summary only. Only limited summary data is available for this year.$6.12$0.00$0.48$0.50$0.02
2011Summary only. Only limited summary data is available for this year.$6.14$0.00$0.31$0.48$0.17