Trust Uind 3152 Emma R Travelli
Trust Uind 3152 Emma R Travelli is a private foundation, based in WOBURN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.4M in total assets. In 2024, it awarded 1 grants totaling $788K. Net investment income was $847K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.4M
+0.1% YoY
Annual Giving
$788K
-2.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$788K
-2.5% YoY
Under IRS private-foundation payout rules, Trust Uind 3152 Emma R Travelli reported a distributable amount of $897K for 2024 — the minimum it must pay out in qualifying distributions.
About Trust Uind 3152 Emma R Travelli
Based on IRS filings
Trust Uind 3152 Emma R Travelli is a private foundation, based in WOBURN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10.4M in total assets. In 2024, it awarded 1 grants totaling $788K. Net investment income was $847K.
Ready to take the next step with Trust Uind 3152 Emma R Travelli?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,396,840 | $10,384,848 | $10,775,217 |
| Revenue | $893,160 | $539,831 | $1,439,426 |
| Expenses | $880,401 | $918,595 | $945,420 |
| Qualifying Distributions | $834,334 | $858,644 | $865,066 |
| Net Investment Income | $847,093 | $480,418 | $1,391,214 |
| Distributable Amount | $896,764 | $838,584 | $852,586 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Charles Irwin Travelli Fund ($788,042).
| Recipient | Purpose | Amount |
|---|---|---|
| CHARLES IRWIN TRAVELLI FUND WOBURN, MA | CHARITABLE & SCHOLARSHIPS | $788,042 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUMNER R ANDREWS JR | TRUSTEE | 2 | $40,529 |
| CAMBRIDGE TRUST COMPANY | TRUSTEE | 2 | $40,529 |
Frequently Asked Questions
How large is Trust Uind 3152 Emma R Travelli?
As of 2024, Trust Uind 3152 Emma R Travelli holds $10.4M in total assets with $893K in annual revenue. It awarded 1 grants totaling $788K in 2024.
Where does Trust Uind 3152 Emma R Travelli operate?
Trust Uind 3152 Emma R Travelli has awarded grants in Massachusetts.
What size grants does Trust Uind 3152 Emma R Travelli award?
In 2024, Trust Uind 3152 Emma R Travelli awarded 1 grants totaling $788K — an average of about $788K per grant, based on its IRS Form 990 filings.
How much is Trust Uind 3152 Emma R Travelli required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust Uind 3152 Emma R Travelli reported a distributable amount of $897K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trust Uind 3152 Emma R Travelli's EIN?
Trust Uind 3152 Emma R Travelli's EIN (Employer Identification Number) is 04-6027900. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.