Emma R Travelli Trust U/Ind 3/1/52

Woburn, MA
Tax-exempt since Dec. 1970
EIN: 04-6027900

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$893k (2024)

Expenses

$880k (2024)

Total Assets

$10.4M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$893,160

Expenses

$880,401

Net Income

$12,759

Net Assets

$10,396,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$546,243	61.2%
Sales of Assets	$346,917	38.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$834,334	94.8%
Compensation of Officers*	$81,058	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,396,840
Total Liabilities	$0
Net Assets	$10,396,840

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$40,529	$0
Cambridge Trust Company (Trustee)	$40,529	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$539,831

Expenses

$918,595

Net Income

-$378,764

Net Assets

$10,384,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$536,734	99.4%
Sales of Assets	$3,097	0.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$858,644	93.5%
Compensation of Officers*	$81,906	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,384,848
Total Liabilities	$0
Net Assets	$10,384,848

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$42,079	$0
Cambridge Trust Company (Trustee)	$39,827	$0

990-PF

Filed on April 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,439,426

Expenses

$945,420

Net Income

$494,006

Net Assets

$10,775,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$487,141	33.8%
Sales of Assets	$952,285	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$865,066	91.5%
Compensation of Officers*	$75,636	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,775,217
Total Liabilities	$0
Net Assets	$10,775,217

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$39,322	$0
Cambridge Trust Company (Trustee)	$36,314	$0

990-PF

Filed on May 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,432,055

Expenses

$865,094

Net Income

$566,961

Net Assets

$10,281,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$421,457	29.4%
Sales of Assets	$1,010,598	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$813,000	94.0%
Compensation of Officers*	$72,181	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,281,211
Total Liabilities	$0
Net Assets	$10,281,211

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$37,591	$0
Cambridge Trust Company (Trustee)	$34,590	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$750,817

Expenses

$886,684

Net Income

-$135,867

Net Assets

$9,707,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$409,349	54.5%
Sales of Assets	$341,468	45.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$797,583	90.0%
Compensation of Officers*	$71,002	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,707,634
Total Liabilities	$1
Net Assets	$9,707,633

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$37,001	$0
Cambridge Trust Company (Trustee)	$34,001	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,416,668

Expenses

$887,382

Net Income

$529,286

Net Assets

$9,843,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$465,463	32.9%
Sales of Assets	$951,205	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$796,058	89.7%
Compensation of Officers*	$68,960	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,843,501
Total Liabilities	$1
Net Assets	$9,843,500

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$35,980	$0
Cambridge Trust Company (Trustee)	$32,980	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$1,590,470

Expenses

$880,286

Net Income

$710,184

Net Assets

$9,329,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$458,829	28.8%
Sales of Assets	$1,131,641	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$807,198	91.7%
Compensation of Officers*	$69,448	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,329,124
Total Liabilities	$0
Net Assets	$9,329,124

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$36,224	$0
Cambridge Trust Company (Trustee)	$33,224	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$1,014,895

Expenses

$831,117

Net Income

$183,778

Net Assets

$8,618,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$433,877	42.8%
Sales of Assets	$581,018	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$788,673	94.9%
Compensation of Officers*	$67,060	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,618,940
Total Liabilities	$0
Net Assets	$8,618,940

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$35,030	$0
Cambridge Trust Company (Trustee)	$32,030	$0

990-PF

Filed on Oct. 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$426,474

Expenses

$824,885

Net Income

-$398,411

Net Assets

$8,438,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$427,361	> 100%
Sales of Assets	-$887
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$781,733	94.8%
Compensation of Officers*	$66,111	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,438,230
Total Liabilities	$0
Net Assets	$8,438,230

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$34,556	$0
Cambridge Trust Company (Trustee)	$31,555	$0

990-PF

Filed on May 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$707,732

Expenses

$897,626

Net Income

-$189,894

Net Assets

$8,831,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$434,942	61.5%
Sales of Assets	$272,790	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$836,457	93.2%
Compensation of Officers*	$66,204	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,831,248
Total Liabilities	$0
Net Assets	$8,831,248

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$34,602	$0
Cambridge Trust Company (Trustee)	$31,602	$0

990-PF

Filed on May 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$938,552

Expenses

$829,275

Net Income

$109,277

Net Assets

$9,021,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$420,641	44.8%
Sales of Assets	$517,911	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$742,603	89.5%
Compensation of Officers*	$66,996	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,021,142
Total Liabilities	$0
Net Assets	$9,021,142

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$34,998	$0
Cambridge Trust Company (Trustee)	$31,998	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$522,671

Expenses

$790,228

Net Income

-$267,557

Net Assets

$8,911,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$444,424	85.0%
Sales of Assets	$78,247	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$725,337	91.8%
Compensation of Officers*	$66,938	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,911,865
Total Liabilities	$0
Net Assets	$8,911,865

Compensation

Key Employees and Officers	Compensation	Other
Sumner R Andrews Jr (Trustee)	$34,969	$0
Cambridge Trust Company (Trustee)	$31,969	$0

990-PF

Filed on May 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$1,010,111

Expenses

$756,937

Net Income

$253,174

Net Assets

$9,179,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$464,484	46.0%
Sales of Assets	$543,773	53.8%
Other Income	$1,854	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$716,842	94.7%
Compensation of Officers*	$65,250	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,179,422
Total Liabilities	$0
Net Assets	$9,179,422

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$591,079

Expenses

$760,680

Net Income

-$169,601

Net Assets

$8,926,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$485,140	82.1%
Sales of Assets	$103,339	17.5%
Other Income	$2,600	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$676,602	88.9%
Compensation of Officers*	$67,259	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,926,248
Total Liabilities	$0
Net Assets	$8,926,248

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated June 30, 2025

Emma R Travelli Trust U/Ind 3/1/52

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $893k (2024)

Expenses $880k (2024)

Total Assets $10.4M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$893k (2024)

Expenses

$880k (2024)

Total Assets

$10.4M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2014

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2013

Fiscal Year Ending Dec.
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2011

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