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Nonprofit · EIN 04-2269072

EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND

Also known as SUMNER R ANDREWS ET AL TTEES

Tax-exempt · BOSTON, MA 02110

Financials

$659K$754K2023$1.3M$718K2024$1.6M$779K2025
Revenue Expenses · by fiscal year end
Financials of EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,611,597$779,208$832,389$10,306,475$0$10,306,475
December 31, 2024990-PF$1,333,729$717,799$615,930$9,477,006$0$9,477,006
December 31, 2023990-PF$659,349$754,119-$94,770$8,860,185$0$8,860,185
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$458,384
Net gain from sales of assets
$1,153,213

Expenses

Grants and similar amounts paid
$676,152
Compensation of officers, directors and key employees
$67,049
Disbursements for charitable purposes
$713,682
Excise tax on investment income
$21,843

Balance sheet and other

Total assets, start of year
$9,477,006
Total assets, end of year
$10,306,475
Total liabilities, end of year
$0
Net assets, end of year
$10,306,475
Fair market value of assets
$15,463,333
Qualifying distributions
$713,682
Net investment income
$1,611,597

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CAMBRIDGE TRUST WEALTH MANAGEMENT
125 HIGH STREET SUITE 901, BOSTON, MA 02110
TRUSTEE2$33,576
SUMNER R ANDREWS JR
8 CEDAR STREET, WOBURN, MA 01801
TRUSTEE2$33,473
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
SUMNER R ANDREWS JR
8 CEDAR STREET, WOBURN, MA 01801
TRUSTEE2$32,737
CAMBRIDGE TRUST CO
1336 MASSACHUSETTS AVENUE, CAMBRIDGE, MA 02138
TRUSTEE2$32,737
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
SUMNER R ANDREWS JR
8 CEDAR STREET, WOBURN, MA 01801
TRUSTEE2$34,499
CAMBRIDGE TRUST CO
1336 MASSACHUSETTS AVENUE, CAMBRIDGE, MA 02138
TRUSTEE2$32,141

Address and contacts

Address (IRS master file)
125 HIGH ST STE 901, BOSTON, MA 02110-2717
In care of
% CAMBRIDGE TRUST COMPANY
Signed the 990-PF
SUMNER ANDREWS JR, TRUSTEE
Phone
(617) 695-9799
Return prepared by
WALTER SHUFFAIN ADVISORS INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2269072
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,306,475
Income (IRS master file)
$2,465,611

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,611,597$779,208$10,306,475IRS
990-PFDecember 2024$1,333,729$717,799$9,477,006IRS
990-PFDecember 2023$659,349$754,119$8,860,185XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2269072).

Questions about EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND

What is the EIN of EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND?
The employer identification number (EIN) of EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND is 04-2269072.
Is EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $33,576 (CAMBRIDGE TRUST WEALTH MANAGEMENT, TRUSTEE).
How much revenue does EMMA R TRAVELLI TRUST UW FBO CHARLES IRWIN TRAVELLI FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,611,597, expenses of $779,208 and total assets of $10,306,475 at year end.

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