Charles Irwin Travelli Fund in Boston, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Charles Irwin Travelli Fund | |
| Employer Identification Number (EIN) | 042260155 |
| Name of Organization | Charles Irwin Travelli Fund |
| In Care of Name | Tyler & Reynolds |
| Address | 77 Summer St, Boston, MA 02110-1006 |
| Activities | Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships), Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 09/1938 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,055,492 |
| Amount of Income | $1,324,808 |
| Form 990 Revenue Amount | $1,160,589 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,266,312 | $231,379 | $0 | |
| Contributions, gifts, grants, etc., received | $1,034,933 | |||
| Interest on savings and temporary cash investments | $61 | |||
| Dividends and interest from securities | $53,759 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $177,559 | |||
| Total expenses and disbursements | $1,154,321 | $33,637 | $0 | $1,120,636 |
| Compensation of officers, directors, trustees, etc. | $35,000 | |||
| Total operating and administrative expenses | $70,021 | $33,637 | $36,336 | |
| Contributions, gifts, grants paid | $1,084,300 | |||
| Excess of revenue over expenses and disbursements | $111,991 | |||
| Net investment income | $197,742 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,040,044 | $1,834,422 |
| Cash - non-interest-bearing | $10,821 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $980,303 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $48,920 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,040,044 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $177,559 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3,955 |
| Total credits and payments | $5,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,200 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $3,800 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,045 |
| Amount to be credited to 2013 estimated tax | $1,045 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,309,811 |
| Net value of noncharitable-use assets | $2,275,160 |
| Minimum investment return | $113,758 |
| Distributable Amount (for 2012) | |
| Distributable amount | $109,803 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $109,803 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Charles C Foisy And Florida C A Foisy Foundation, Pettoruto Albert P Jr Ttee | 807 Turnpike St, North Andover, MA 01845-6131 | MA | 2003-10 | $776,675 |
| 2 | Charles D Meserve Fund Inc | 360 Lowell Ave, Newtonville, MA 02460-1831 | MA | 1972-09 | $5,016 |
| 3 | Charles E Brown Middle School Parent Teacher Organization | 125 Meadowbrook Rd, Newton, MA 02459-3000 | MA | 2000-03 | $26,689 |
| 4 | Charles E Harwood Tr Udt 082391, Weyland Wendall P Co-Ttee | 309 Ipswich Rd, Boxford, MA 01921-1505 | MA | 1993-07 | $1,493,431 |
| 5 | Charles G Taylor School Pto Inc | 196 South St, Foxboro, MA 02035-2751 | MA | 2007-01 | $35,811 |
| 6 | Charles H Alward Post Number One Hundred Thirty Three The American | 22 Pine Ridge Rd, Cochituate, MA 01778 | MA | 1993-04 | $0 |
| 7 | Charles H Cross Charitable Foundation C/O Hale & Door | PO BOX 961019, Boston, MA 02196-1019 | MA | 1979-11 | $349,871 |
| 8 | Charles H Farnsworth Housing Corporation | 1 Florence St, Boston, MA 02131-3638 | MA | 1980-06 | $1,433,149 |
| 9 | Charles H Hood Fund | Six Kimball Lane, Lynnfield, MA 01940-2682 | MA | 1981-09 | $1,943,747 |
| 10 | Charles Habib Malik Educational Fund | PO BOX 1040, Taunton, MA 02780-0900 | MA | 1964-10 | $24,994 |
| 11 | Charles Irwin Travelli Fund | 77 Summer St, Boston, MA 02110-1006 | MA | 1938-09 | $1,324,808 |
| 12 | Charles J Connick Stained Glass Foundation Ltd | 37 Walden St, Newtonville, MA 02460-2133 | MA | 1986-10 | $14,630 |
| 13 | Charles J Paine Scholarship Fund Tr | 160 Federal St, Boston, MA 02110-1700 | MA | 1963-10 | $25,743 |
| 14 | Charles Jackson Craig Foundation | PO BOX 1819, Pittsfield, MA 01202-1819 | MA | $22,862 | |
| 15 | Charles K Ribakoff Ii Charitable Trust | PO BOX 912, Worcester, MA 01613-0912 | MA | 1988-06 | $181,002 |
| 16 | Charles L And Katherine G@donahue Educational Scholarship Trust, Donahue Robert J Ttee | 477 Washington Street, Norwood, MA 02062-2348 | MA | 1997-10 | $1 |
| 17 | Charles L And Nancy T Donahue Family Foundation, Donahue Charles L Jr Ttee | 407 Gay St, Westwood, MA 02090-1729 | MA | 2003-10 | $6 |
| 18 | Charles Lamont Post Charitable Tr, Haigazian Rosemarie Ttee | PO BOX 1090, Edgartown, MA 02539-1090 | MA | 2007-06 | $372,663 |
| 19 | Charles M And Ruth H Wilcox Tr, Travis Luke P Ttee | PO BOX 3288, Fall River, MA 02722-3288 | MA | 2000-02 | $51,523 |
| 20 | Charles Moore Arena Inc | PO BOX 1441, Orleans, MA 02653-1441 | MA | 1981-02 | $670,612 |
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