Nonprofit · EIN 04-2260155
CHARLES IRWIN TRAVELLI FUND
Tax-exempt · WOBURN, MA 01801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $1,626,339 | $1,718,075 | -$91,736 | $893,675 | $0 | $893,675 |
| November 30, 2024 | 990-PF | $1,644,431 | $1,564,749 | $79,682 | $985,411 | $0 | $985,411 |
| November 30, 2023 | 990-PF | $1,756,695 | $1,608,806 | $147,889 | $905,729 | $0 | $905,729 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $1,420,130
- Dividends
- $69,622
- Interest
- $32,283
- Net gain from sales of assets
- $104,304
Expenses
- Grants and similar amounts paid
- $1,593,400
- Compensation of officers, directors and key employees
- $43,000
- Disbursements for charitable purposes
- $1,655,404
- Excise tax on investment income
- $2,092
Balance sheet and other
- Total assets, start of year
- $985,411
- Total assets, end of year
- $893,675
- Total liabilities, end of year
- $0
- Net assets, end of year
- $893,675
- Fair market value of assets
- $4,929,587
- Qualifying distributions
- $1,655,404
- Net investment income
- $206,209
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL C ANDREWS 8 CEDAR STREET, WOBURN, MA 01801 | EXECUTIVE DIRECTOR | 10 | $0 |
| SUMNER R ANDREWS JR 8 CEDAR STREET, WOBURN, MA 01801 | TREASURER | 2 | $0 |
| GERALD B O'GRADY III 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| ROBERT L WOLFF JR 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| PETER J FRANKS 8 CEDAR STREET, WOBURN, MA 01801 | PRESIDENT | 2 | $0 |
| SUMNER R ANDREWS III 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| GEOFFREY C ANDREWS 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| NORM TONINA 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
990-PF for the year ended November 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL C ANDREWS 8 CEDAR STREET, WOBURN, MA 01801 | EXECUTIVE DIRECTOR | 10 | $39,000 |
| SUMNER R ANDREWS JR 8 CEDAR STREET, WOBURN, MA 01801 | TREASURER | 2 | $0 |
| GERALD B O'GRADY III 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| ROBERT L WOLFF JR 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| PETER J FRANKS 8 CEDAR STREET, WOBURN, MA 01801 | PRESIDENT | 2 | $0 |
| SUMNER R ANDREWS III 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| GEOFFREY C ANDREWS 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| NORM TONINA 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
990-PF for the year ended November 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL C ANDREWS 8 CEDAR STREET, WOBURN, MA 01801 | EXECUTIVE DIRECTOR | 10 | $35,000 |
| SUMNER R ANDREWS JR 8 CEDAR STREET, WOBURN, MA 01801 | TREASURER | 2 | $0 |
| GERALD B O'GRADY III 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| ROBERT L WOLFF JR 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| PETER J FRANKS 8 CEDAR STREET, WOBURN, MA 01801 | PRESIDENT | 2 | $0 |
| SUMNER R ANDREWS III 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| GEOFFREY C ANDREWS 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
| NORM TONINA 8 CEDAR STREET, WOBURN, MA 01801 | MEMBER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 8 CEDAR ST STE 55, WOBURN, MA 01801-6362
- In care of
- % TYLER & REYNOLDS
- Signed the 990-PF
- PETER FRANKS, PRESIDENT
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2260155
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1938
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $893,675
- Income (IRS master file)
- $1,657,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $1,626,339 | $1,718,075 | $893,675 | XML |
| 990-PF | November 2024 | $1,644,431 | $1,564,749 | $985,411 | XML |
| 990-PF | November 2023 | $1,756,695 | $1,608,806 | $905,729 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 04-2260155).
Questions about CHARLES IRWIN TRAVELLI FUND
- What is the EIN of CHARLES IRWIN TRAVELLI FUND?
- The employer identification number (EIN) of CHARLES IRWIN TRAVELLI FUND is 04-2260155.
- Is CHARLES IRWIN TRAVELLI FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to CHARLES IRWIN TRAVELLI FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES IRWIN TRAVELLI FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES IRWIN TRAVELLI FUND due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 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 November 2025.
- Who are the officers and directors of CHARLES IRWIN TRAVELLI FUND?
- The 990-PF for the year ended November 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CHARLES IRWIN TRAVELLI FUND have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,626,339, expenses of $1,718,075 and total assets of $893,675 at year end.
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