EDITH H OVERLY FOUNDATION
Cite this
Plain text EDITH H OVERLY FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/edith-h-overly-foundation-223043340. Retrieved 2026-11-02.
APA furp.org. (n.d.). EDITH H OVERLY FOUNDATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 2, 2026, from https://furp.org/org/edith-h-overly-foundation-223043340
MLA “EDITH H OVERLY FOUNDATION.” furp.org, tax years 2020–2024, https://furp.org/org/edith-h-overly-foundation-223043340. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $3.1M · expenses $2.0M · assets $41.2M
- EIN
- 22-3043340
- Address
- PO BOX 961019, BOSTON, MA 02196-1019
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary
- Ruling date
- July 1990 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| William A Lowell | Trustee | 2020-2024 | $40,287 | $97,835 | 7 |
Officers and directors, no compensation reported
1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Charles A Cheever | Trustee | 2020-2024 | 1 | $0 reported | 3 |
People by year
2024 · 2 people listed · 1 paid, $40K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William A Lowell | Trustee | 1 | $40,287 | - | $0 | $40,287 | 7 |
| Charles A Cheever | Trustee | 1 | $0 | - | $0 | $0 | 3 |
2023 · 2 people listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William A Lowell | Trustee | 1 | $36,330 | - | $0 | $36,330 | 7 |
| Charles A Cheever | Trustee | 1 | $0 | - | $0 | $0 | 3 |
2022 · 2 people listed · 1 paid, $21K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William A Lowell | Trustee | 1 | $21,218 | - | $0 | $21,218 | 7 |
| Charles A Cheever | Trustee | 1 | $0 | - | $0 | $0 | 3 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William A Lowell | Trustee | 1 | $0 | - | $0 | $0 | 7 |
| Charles A Cheever | Trustee | 1 | $0 | - | $0 | $0 | 3 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| William A Lowell | Trustee | 1 | $0 | - | $0 | $0 | 7 |
| Charles A Cheever | Trustee | 1 | $0 | - | $0 | $0 | 3 |
Highest-paid independent contractors
2024 · 1 contractor · $242K
| Name | Location | Service | Paid |
|---|---|---|---|
| Choate Hall & Stewart LLP | Boston, MA | Invest Mgmnt, Record keeping | $241,504 |
2023 · 1 contractor · $222K
| Name | Location | Service | Paid |
|---|---|---|---|
| Choate Hall & Stewart LLP | Boston, MA | Invest Mgmnt, Record keeping | $221,727 |
2022 · 1 contractor · $239K
| Name | Location | Service | Paid |
|---|---|---|---|
| Choate Hall & Stewart LLP | Boston, MA | Invest Mgmnt, Record keeping | $239,331 |
2021 · 1 contractor · $245K
| Name | Location | Service | Paid |
|---|---|---|---|
| Choate Hall & Stewart LLP | Boston, MA | Invest Mgmnt, Record keeping | $244,570 |
2020 · 1 contractor · $182K
| Name | Location | Service | Paid |
|---|---|---|---|
| Choate Hall & Stewart LLP | Boston, MA | Invest Mgmnt, Record keeping | $181,844 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 33 grants to organizations · $1.7M
2023 · 32 grants to organizations · $1.9M
2022 · 32 grants to organizations · $1.4M
2021 · 28 grants to organizations · $1.3M
2020 · 29 grants to organizations · $1.2M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2021 · 1 contributor · $11.8M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Edith H Overly Trust Dtd May 9 1980 | Organization or other | Boston, MA | $11,759,329 | $11,290,897 | Form 990PF Sch. B, 2021 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $3,059,300 | $2,002,841 | $41,235,290 | $41,235,290 | - | - | $40,287 | - | - |
| 2023 · Form 990PF | ||||||||
| $721,910 | $2,190,977 | $38,018,116 | $38,018,116 | - | - | $36,330 | - | - |
| 2022 · Form 990PF | ||||||||
| -$1,701,291 | $1,735,774 | $35,084,986 | $35,084,986 | - | - | $21,218 | - | - |
| 2021 · Form 990PF | ||||||||
| $16,400,838 | $1,557,545 | $47,198,750 | $47,198,750 | $11,759,329 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| -$270,839 | $1,426,094 | $32,189,004 | $32,189,004 | - | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- RUBY W AND LAVON P LINN FOUNDATION Boston, MA · 1 person in common (William A Lowell)
- CECILE HIGGINSON MURPHY CHARITABLE FOUNDATION Boston, MA · 1 person in common (Charles A Cheever)
- LOWELL INSTITUTE Boston, MA · 1 person in common (William A Lowell)
- ELFERS FOUNDATION INC Boston, MA · 1 person in common (William A Lowell)
- PATTONY FUNDATION Boston, MA · 1 person in common (William A Lowell)
- Trowbridge Foundation Boston, MA · 1 person in common (William A Lowell)
- NORMA KELLAR BRENNEMAN CHARITABLE TR OF 1999 Boston, MA · 1 person in common (Charles A Cheever)
- Calderwood Charitable Foundation Boston, MA · 1 person in common (William A Lowell)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BEVERLY FOUNDATION | MN | T22 | $2,025,947 | $3,070,159 | PRESIDENT, TREASURER | $0 | Similar name, revenue within 2x |
| H FOUNDATION | IL | G30 | $790,459 | $770,401 | PRESIDENT | $0 | Similar name, revenue within 5x |
| OVERLOOK FOUNDATION | NJ | E11 | $16,480,021 | $17,236,459 | EXECUTIVE DIRECTOR | $441,817 | Similar name, revenue within 10x |
| EDITHA HOUSE FOUNDATION | IL | T23 | $548,057 | $482,566 | CMNTY RELATIONS DIR | $103,192 | Similar name, revenue within 10x |
| EDITH EGER FOUNDATION | CA | A33 | $113,365 | $100,722 | Officer | $0 | Similar name, revenue differs more than 10x |
| EDGERLY FOUNDATION | IL | Not reported | $8,096 | $2,201 | TRUSTEE | $1,270 | Similar name, revenue differs more than 10x |
| OVERT FOUNDATION | UT | Not reported | $1,772 | $2,693 | DIRECTOR | $0 | Similar name, revenue differs more than 10x |
| H & E FOUNDATION | FL | Not reported | $58,336 | $99,160 | DIRECTOR | $0 | Similar name, revenue differs more than 10x |
| H & O FOUNDATION | TX | Not reported | $601 | $0 | DIRECTOR | $0 | Similar name, revenue differs more than 10x |
| EDITH F BONDI FOUNDATION | TX | Not reported | $62,552 | $83,755 | CHAIRMAN & PRESIDENT | $0 | Similar name, revenue differs more than 10x |
| EDITH STONER FOUNDATION | IN | T20 | $49,245 | $200,779 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| EDITH MURPHY FOUNDATION | AL | T30 | $14,600 | $87,947 | TREASURER | $0 | Similar name, revenue differs more than 10x |
| OVERLAND EXPO FOUNDATION | IN | C30 | $202,559 | $126,175 | EXECUTIVE DIRECTOR | $32,000 | Similar name, revenue differs more than 10x |
| H FOUNDATION | FL | Not reported | $162,057 | $310,471 | TREASURER/SECRETARY | $0 | Similar name, revenue differs more than 10x |
| WAVERLY EDUCATION FOUNDATION | MI | B80 | $28,256 | $15,701 | CHAIR | $0 | Similar name, revenue differs more than 10x |
| EDITH STEWART FOUNDATION | TX | T20 | $841 | $1,784 | OFFICER | $0 | Similar name, revenue differs more than 10x |
| BEVERLY FOUNDATION | TX | T22 | $0 | $287 | PRESIDENT | $0 | Similar name |
| H & H FOUNDATION | UT | T22 | $0 | $993 | Trustee/Sec | $0 | Similar name |
Who funds organizations like this
Grantors that funded the 18 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $2,002,841 spent · pay $40,287 · grants $1,716,050 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,716,050 | 85.7% | |
| Fees: other professional | $241,504 | 12.1% | |
| Pay: officers, directors, trustees | $40,287 | 2.0% | |
| Fees: accounting | $4,750 | 0.2% | |
| Other expenses | $250 | 0.0% | |
| Total | $2,002,841 | 100% |
2023 · Form 990PF · $2,190,977 spent · pay $36,330 · grants $1,927,920 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,927,920 | 88.0% | |
| Fees: other professional | $221,727 | 10.1% | |
| Pay: officers, directors, trustees | $36,330 | 1.7% | |
| Fees: accounting | $4,750 | 0.2% | |
| Other expenses | $250 | 0.0% | |
| Total | $2,190,977 | 100% |
2022 · Form 990PF · $1,735,774 spent · pay $21,218 · grants $1,368,475 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,368,475 | 78.8% | |
| Fees: other professional | $239,331 | 13.8% | |
| Taxes | $100,000 | 5.8% | |
| Pay: officers, directors, trustees | $21,218 | 1.2% | |
| Fees: accounting | $5,750 | 0.3% | |
| Other expenses | $1,000 | 0.1% | |
| Total | $1,735,774 | 100% |
2021 · Form 990PF · $1,557,545 spent · pay $0 · grants $1,270,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,270,000 | 81.5% | |
| Fees: other professional | $242,621 | 15.6% | |
| Taxes | $39,975 | 2.6% | |
| Fees: accounting | $2,750 | 0.2% | |
| Fees: legal | $1,949 | 0.1% | |
| Other expenses | $250 | 0.0% | |
| Total | $1,557,545 | 100% |
2020 · Form 990PF · $1,426,094 spent · pay $0 · grants $1,240,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,240,000 | 87.0% | |
| Fees: other professional | $181,844 | 12.8% | |
| Fees: accounting | $3,250 | 0.2% | |
| Other expenses | $1,000 | 0.1% | |
| Total | $1,426,094 | 100% |
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