Nonprofit · EIN 22-3043340
EDITH H OVERLY FOUNDATION
Also known as DEXTER NATHANIEL T ET AL TTEES
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,059,300 | $2,002,841 | $1,056,459 | $41,235,290 | $0 | $41,235,290 |
| December 31, 2023 | 990-PF | $721,910 | $2,190,977 | -$1,469,067 | $38,018,116 | $0 | $38,018,116 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,057,875
- Interest
- $71,194
- Net gain from sales of assets
- $2,013,866
- Other income
- -$83,635
Expenses
- Grants and similar amounts paid
- $1,716,050
- Compensation of officers, directors and key employees
- $40,287
- Disbursements for charitable purposes
- $1,758,962
- Excise tax on investment income
- $39,356
Balance sheet and other
- Total assets, start of year
- $38,018,116
- Total assets, end of year
- $41,235,290
- Total liabilities, end of year
- $0
- Net assets, end of year
- $41,235,290
- Fair market value of assets
- $41,235,290
- Qualifying distributions
- $1,758,962
- Net investment income
- $3,075,234
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell Choate Hall Stewart LLP Two Intl, Boston, MA 02110 | Trustee | 1 | $40,287 |
| Charles A Cheever Choate Hall Stewart LLP Two Intl, Boston, MA 02110 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell Choate Hall Stewart LLP Two Intl, Boston, MA 02110 | Trustee | 1 | $36,330 |
| Charles A Cheever Choate Hall Stewart LLP Two Intl, Boston, MA 02110 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 961019, BOSTON, MA 02196-1019
- In care of
- % CHOATE HALL & STEWART
- Signed the 990-PF
- William A Lowell, Trustee
- Phone
- (617) 248-4760
- Return prepared by
- Baker Newman & Noyes
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3043340
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $41,235,290
- Income (IRS master file)
- $12,721,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,059,300 | $2,002,841 | $41,235,290 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $721,910 | $2,190,977 | $38,018,116 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 22-3043340).
Questions about EDITH H OVERLY FOUNDATION
- What is the EIN of EDITH H OVERLY FOUNDATION?
- The employer identification number (EIN) of EDITH H OVERLY FOUNDATION is 22-3043340.
- Is EDITH H OVERLY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Which annual return does EDITH H OVERLY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDITH H OVERLY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDITH H OVERLY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of EDITH H OVERLY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $40,287 (William A Lowell, Trustee).
- How much revenue does EDITH H OVERLY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,059,300, expenses of $2,002,841 and total assets of $41,235,290 at year end.
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