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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William A Lowell Trustee2020-2024 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Charles A Cheever Trustee2020-2024 1 $0 reported 3

People by year

2024 · 2 people listed · 1 paid, $40K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $40,287-$0 $40,2877
Charles A Cheever Trustee1 $0-$0 $03
2023 · 2 people listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $36,330-$0 $36,3307
Charles A Cheever Trustee1 $0-$0 $03
2022 · 2 people listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $21,218-$0 $21,2187
Charles A Cheever Trustee1 $0-$0 $03
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0-$0 $07
Charles A Cheever Trustee1 $0-$0 $03
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0-$0 $07
Charles A Cheever Trustee1 $0-$0 $03

Highest-paid independent contractors

2024 · 1 contractor · $242K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Record keeping$241,504
2023 · 1 contractor · $222K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Record keeping$221,727
2022 · 1 contractor · $239K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Record keeping$239,331
2021 · 1 contractor · $245K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Record keeping$244,570
2020 · 1 contractor · $182K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest 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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,059,300$2,002,841 $41,235,290$41,235,290 -- $40,287--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$721,910$2,190,977 $38,018,116$38,018,116 -- $36,330--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$1,701,291$1,735,774 $35,084,986$35,084,986 -- $21,218--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$16,400,838$1,557,545 $47,198,750$47,198,750 $11,759,329- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
-$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.

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

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BEVERLY FOUNDATIONMNT22 $2,025,947$3,070,159 PRESIDENT, TREASURER$0 Similar name, revenue within 2x
H FOUNDATIONILG30 $790,459$770,401 PRESIDENT$0 Similar name, revenue within 5x
OVERLOOK FOUNDATIONNJE11 $16,480,021$17,236,459 EXECUTIVE DIRECTOR$441,817 Similar name, revenue within 10x
EDITHA HOUSE FOUNDATIONILT23 $548,057$482,566 CMNTY RELATIONS DIR$103,192 Similar name, revenue within 10x
EDITH EGER FOUNDATIONCAA33 $113,365$100,722 Officer$0 Similar name, revenue differs more than 10x
EDGERLY FOUNDATIONILNot reported $8,096$2,201 TRUSTEE$1,270 Similar name, revenue differs more than 10x
OVERT FOUNDATIONUTNot reported $1,772$2,693 DIRECTOR$0 Similar name, revenue differs more than 10x
H & E FOUNDATIONFLNot reported $58,336$99,160 DIRECTOR$0 Similar name, revenue differs more than 10x
H & O FOUNDATIONTXNot reported $601$0 DIRECTOR$0 Similar name, revenue differs more than 10x
EDITH F BONDI FOUNDATIONTXNot reported $62,552$83,755 CHAIRMAN & PRESIDENT$0 Similar name, revenue differs more than 10x
EDITH STONER FOUNDATIONINT20 $49,245$200,779 TRUSTEE$0 Similar name, revenue differs more than 10x
EDITH MURPHY FOUNDATIONALT30 $14,600$87,947 TREASURER$0 Similar name, revenue differs more than 10x
OVERLAND EXPO FOUNDATIONINC30 $202,559$126,175 EXECUTIVE DIRECTOR$32,000 Similar name, revenue differs more than 10x
H FOUNDATIONFLNot reported $162,057$310,471 TREASURER/SECRETARY$0 Similar name, revenue differs more than 10x
WAVERLY EDUCATION FOUNDATIONMIB80 $28,256$15,701 CHAIR$0 Similar name, revenue differs more than 10x
EDITH STEWART FOUNDATIONTXT20 $841$1,784 OFFICER$0 Similar name, revenue differs more than 10x
BEVERLY FOUNDATIONTXT22 $0$287 PRESIDENT$0 Similar name
H & H FOUNDATIONUTT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WELSH FAMILY FOUNDATION INC Private foundation$6,080,0005 12021–2025 OVERLOOK FOUNDATION
THE REEVES FOUNDATION Private foundation$3,053,33314 12020–2024 OVERLOOK FOUNDATION
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor$2,980,28838 12011–2024 OVERLOOK FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$2,826,80312 22016–2024 OVERLOOK FOUNDATION; H FOUNDATION
THE GRUBMAN COMPTON FOUNDATION Private foundation$1,544,50010 12015–2024 OVERLOOK FOUNDATION
BARER FAMILY FOUNDATION INC Private foundation$858,92611 12013–2024 OVERLOOK FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$852,47512 12014–2024 OVERLOOK FOUNDATION
THE METZGER FAMILY FOUNDATION Private foundation$600,0002 12017–2018 OVERLOOK FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$589,2105 12019–2024 OVERLOOK FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$289,97510 22017–2024 OVERLOOK FOUNDATION; H FOUNDATION
EDWIN AND SUZANN GOLDSTEIN FOUNDATION Private foundation$268,0004 12016–2025 OVERLOOK FOUNDATION
F M KIRBY FOUNDATION INC Private foundation$250,0002 12020–2021 OVERLOOK FOUNDATION
HEAD FAMILY CHARITABLE FOUNDATION Private foundation$215,0008 12021–2024 OVERLOOK FOUNDATION
DAVID AND CAROL LACKLAND FAMILY FOUNDATION INC Private foundation$200,0002 12014–2015 OVERLOOK FOUNDATION
KOSLOSKI FAMILY FOUNDATION Private foundation$200,0004 12019–2023 OVERLOOK FOUNDATION

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
LineAs describedTotalShare
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$2,002,841100%

View the filing

2023 · Form 990PF · $2,190,977 spent · pay $36,330 · grants $1,927,920 · events $0
LineAs describedTotalShare
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$2,190,977100%

View the filing

2022 · Form 990PF · $1,735,774 spent · pay $21,218 · grants $1,368,475 · events $0
LineAs describedTotalShare
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$1,735,774100%

View the filing

2021 · Form 990PF · $1,557,545 spent · pay $0 · grants $1,270,000 · events $0
LineAs describedTotalShare
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$1,557,545100%

View the filing

2020 · Form 990PF · $1,426,094 spent · pay $0 · grants $1,240,000 · events $0
LineAs describedTotalShare
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$1,426,094100%

View the filing

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