The Charles Irwin Travelli Fund

WOBURN, MA EIN: 04-2260155

The Charles Irwin Travelli Fund is a private foundation based in Woburn, Massachusetts. The organization has maintained tax-exempt status since September 1938 and operates as a grantmaking foundation focused on supporting charitable initiatives and educational opportunities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$985K

+8.8% YoY

Annual Giving

$1.5M

-3.4% YoY

Grant Count

13

+0.0% YoY

Avg Grant Size

$113K

-3.4% YoY

Under IRS private-foundation payout rules, The Charles Irwin Travelli Fund reported a distributable amount of $236K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The foundation primarily funds organizations in Massachusetts, Maine, and Vermont.

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Geographic Focus

Where this funder awards grants

The foundation concentrates its grantmaking efforts in:

  • Massachusetts (primary focus)
  • Maine
  • Vermont

Grant Distribution by State

4states

Cities

BostonBrunswickCambridgeKeeneLewistonMedfordMiddleburyN AndoverN DarmouthNorth AdamsNorth ChelmsfordOronoWatervilleWorcester

Financial History

Multi-year comparison from IRS filings

Assets & Giving (Based on Most Recent Filing):

  • Total assets: $985,411
  • Total annual giving: $1,471,200
  • Asset classification: $500,000+
  • Income classification: $1 million+

Tax Identification:

  • EIN: 04-2260155
  • Organization type: Private Foundation (501(c)(3))

Address: 8 Cedar Street, Suite 55 Woburn, MA 01801-6362

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$483K$966K$1M$2M20202021202220232024
Metric202420232022
Total Assets$985,411$905,729$757,840
Revenue$1,644,431$1,756,695$1,552,781
Expenses$1,564,749$1,608,806$1,645,063
Qualifying Distributions$1,517,300$1,558,500$1,589,925
Net Investment Income$164,580$221,966$119,660
Distributable Amount$235,626$197,291$193,945

Giving Over Time

Total grant dollars and number of grants per year

$0$387K$774K$1M$2M16 grants202015 grants202114 grants202213 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF MASSACHUSE…$141KCLARK UNIVERSITY$135KKEENE STATE COLLEGE$133KSIMMONS COLLEGE$133KMASSACHUSETTS COLLEGE OF…$128KUNIVERSITY OF MAINE$128KBATES COLLEGE$121KCOLBY COLLEGE$105KTUFTS UNIVERSITY$102KBOWDOIN COLLEGE$98K

Grant Size Distribution

71 grants across all recorded years

5<$50K21$50–100K45$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Massachusetts Dartmouth ($141,000), Clark University ($135,000), Keene State College ($132,500).

RecipientPurposeAmount
BATES COLLEGE LEWISTON, MESCHOLARSHIPS$120,800
BOWDOIN COLLEGE BRUNSWICK, MESCHOLARSHIPS$97,500
CAMBRIDGE COLLEGE CAMBRIDGE, MASCHOLARSHIPS$90,400
CLARK UNIVERSITY WORCESTER, MASCHOLARSHIPS$135,000
COLBY COLLEGE WATERVILLE, MESCHOLARSHIPS$105,000
KEENE STATE COLLEGE KEENE, NHSCHOLARSHIPS$132,500
MASSACHUSETTS COLLEGE OF LIBERAL ARTS NORTH ADAMS, MASCHOLARSHIPS$128,000
MIDDLEBURY COLLEGE MIDDLEBURY, VTSCHOLARSHIPS$92,000
NORTHEASTERN UNIVERSITY BOSTON, MASCHOLARSHIPS$67,000
SIMMONS COLLEGE BOSTON, MASCHOLARSHIPS$132,500

Leadership & Key People

Leadership team and compensation from IRS filings

The organization lists "Tyler & Reynolds" as the in-care-of contact for correspondence.

Compensation Overview

From 2024 IRS filing

MICHAEL C ANDREWSEXECUTIVE DIRECTOR$39K

From 2024 filing

NameTitleHoursCompensation
MICHAEL C ANDREWSEXECUTIVE DIRECTOR10$39,000
SUMNER R ANDREWS JRTREASURER2
GERALD B O'GRADY IIIMEMBER2
ROBERT L WOLFF JRMEMBER2
PETER J FRANKSPRESIDENT2
SUMNER R ANDREWS IIIMEMBER2
GEOFFREY C ANDREWSMEMBER2
NORM TONINAMEMBER2

Frequently Asked Questions

What does The Charles Irwin Travelli Fund fund?

The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from The Charles Irwin Travelli Fund?

**Grant Amounts & Activity:** • Total annual giving: $1,471,200 (based on most recent IRS 990 filing for 2024) • Typical award range: $10,000–$156,000 • The foundation distributes grants to organizations aligned with its charitable and educational mission **Geographic Scope:** The foundation primarily funds organizations in Massachusetts, Maine, and Vermont.

Where does The Charles Irwin Travelli Fund make grants?

The foundation concentrates its grantmaking efforts in: • Massachusetts (primary focus) • Maine • Vermont

What size grants does The Charles Irwin Travelli Fund award?

In 2024, The Charles Irwin Travelli Fund awarded 13 grants totaling $1.5M — an average of about $113K per grant, based on its IRS Form 990 filings.

How much is The Charles Irwin Travelli Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Charles Irwin Travelli Fund reported a distributable amount of $236K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Charles Irwin Travelli Fund's EIN?

The Charles Irwin Travelli Fund's EIN (Employer Identification Number) is 04-2260155. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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