EDWARD P EVANS
2024 · Form 990PF · revenue $40.6M · expenses $25.0M · assets $260.6M
- EIN
- 25-6232129
- Address
- 300 BRICKSTONE SQ STE 201, ANDOVER, MA 01810-1497
- Website
- WWW.EPEFOUNDATION.ORG
- NTEE code
- B82
- Subsection
- 501(c)(3)
- Ruling year
- 2018
- 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
9 people 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 |
|---|---|---|---|---|---|
| Michael Lewis | TRUSTEE | 2019-2024 | $156,278 | $2,418,781 | 1 |
| Barbara Bierer | TRUSTEE | 2019-2024 | $200,000 | $1,200,000 | 1 |
| Robert Evans | TRUSTEE | 2019-2024 | $175,000 | $1,050,000 | 1 |
| William S Farish Iv | TRUSTEE | 2019-2024 | $175,000 | $1,050,000 | 1 |
| James L Tullis | TRUSTEE | 2019-2024 | $175,000 | $904,327 | 1 |
| Tracey Bolotnick | GENERAL COUNSEL | 2019-2024 | $196,028 | $859,082 | 1 |
| Benjamin Polak | TRUSTEE | 2020-2024 | $175,000 | $818,639 | 1 |
| Timothy Graubert | PRESIDENT | 2024 | $442,212 | $442,212 | 1 |
| Jefferson Tarr (former) | TRUSTEE | 2019-2020 | $60,112 | $235,112 | 1 |
People by year
2024 · 8 people listed · 8 paid, $1.7M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIMOTHY GRAUBERT | PRESIDENT | 40 | $442,212 | - | $0 | $442,212 | 1 |
| BARBARA BIERER | TRUSTEE | 12 | $200,000 | - | $0 | $200,000 | 1 |
| TRACEY BOLOTNICK | GENERAL COUNSEL | 12 | $142,755 | - | $53,273 | $196,028 | 1 |
| ROBERT EVANS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| WILLIAM S FARISH IV | TRUSTEE | 8 | $175,000 | - | $0 | $175,000 | 1 |
| JAMES L TULLIS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| BENJAMIN POLAK | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| MICHAEL LEWIS | TRUSTEE | 5 | $151,865 | - | $4,413 | $156,278 | 1 |
2023 · 7 people listed · 7 paid, $1.6M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL LEWIS | PRESIDENT | 50 | $459,440 | - | $52,953 | $512,393 | 1 |
| BARBARA BIERER | TRUSTEE | 12 | $200,000 | - | $0 | $200,000 | 1 |
| ROBERT EVANS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| WILLIAM S FARISH IV | TRUSTEE | 8 | $175,000 | - | $0 | $175,000 | 1 |
| JAMES L TULLIS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| BENJAMIN POLAK | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| TRACEY BOLOTNICK | GENERAL COUNSEL | 16 | $120,000 | - | $24,549 | $144,549 | 1 |
2022 · 7 people listed · 7 paid, $1.5M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL LEWIS | PRESIDENT | 50 | $424,000 | - | $36,764 | $460,764 | 1 |
| BARBARA BIERER | TRUSTEE | 12 | $200,000 | - | $0 | $200,000 | 1 |
| ROBERT EVANS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| WILLIAM S FARISH IV | TRUSTEE | 8 | $175,000 | - | $0 | $175,000 | 1 |
| JAMES L TULLIS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| BENJAMIN POLAK | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| TRACEY BOLOTNICK | GENERAL COUNSEL | 12 | $100,000 | - | $48,607 | $148,607 | 1 |
2021 · 7 people listed · 7 paid, $1.5M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL LEWIS | PRESIDENT | 50 | $415,000 | - | $29,388 | $444,388 | 1 |
| BARBARA BIERER | TRUSTEE | 12 | $200,000 | - | $0 | $200,000 | 1 |
| ROBERT EVANS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| WILLIAM S FARISH IV | TRUSTEE | 8 | $175,000 | - | $0 | $175,000 | 1 |
| JAMES L TULLIS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| BENJAMIN POLAK | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| TRACEY BOLOTNICK | GENERAL COUNSEL | 12 | $85,000 | - | $44,398 | $129,398 | 1 |
2020 · 8 people listed · 8 paid, $1.5M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL LEWIS | PRESIDENT | 50 | $385,360 | - | $34,238 | $419,598 | 1 |
| BARBARA BIERER | TRUSTEE | 12 | $200,000 | - | $0 | $200,000 | 1 |
| ROBERT EVANS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| WILLIAM S FARISH IV | TRUSTEE | 8 | $175,000 | - | $0 | $175,000 | 1 |
| JAMES TULLIS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| TRACEY BOLOTNICK | GENERAL COUNSEL | 10 | $88,500 | - | $42,000 | $130,500 | 1 |
| BENJAMIN POLAK | TRUSTEE | 5 | $118,639 | - | $0 | $118,639 | 1 |
| JEFFERSON TARR | TRUSTEE | 8 | $60,112 | - | $0 | $60,112 | 1 |
2019 · 7 people listed · 7 paid, $1.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL LEWIS | PRESIDENT | 50 | $425,360 | - | $0 | $425,360 | 1 |
| BARBARA BIERER | TRUSTEE | 12 | $200,000 | - | $0 | $200,000 | 1 |
| ROBERT EVANS | TRUSTEE | 5 | $175,000 | - | $0 | $175,000 | 1 |
| WILLIAM S FARISH IV | TRUSTEE | 8 | $175,000 | - | $0 | $175,000 | 1 |
| JEFFERSON TARR | TRUSTEE | 8 | $175,000 | - | $0 | $175,000 | 1 |
| TRACEY BOLOTNICK | SECRETARY & GENERAL COUNSEL | 10 | $110,000 | - | $0 | $110,000 | 1 |
| JAMES TULLIS | TRUSTEE | 5 | $29,327 | - | $0 | $29,327 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $292K
| Name | Location | Service | Paid |
|---|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP LLP | BOSTON, MA | INVESTMENT MANAGEMENT | $109,396 |
| VITAL IMPACT LLC | NEW YORK, NY | ACCOUNTING AND BOOKKEEPING SERVICES | $97,740 |
| EISNER ADVISORY GROUP LLC | NEW YORK, NY | TAX PREPARATION AND ADVISORY SERVICES | $85,050 |
2023 · 3 contractors · $320K
| Name | Location | Service | Paid |
|---|---|---|---|
| RUSSELL REYNOLDS ASSOCIATES INC | NEW YORK, NY | EXECUTIVE SEARCH CONSULTING | $146,946 |
| EISNER ADVISORY GROUP LLC | NEW YORK, NY | ACCOUNTING | $92,400 |
| KIDDERBROOK GROUP | CHATHAM, NJ | INVESTMENT CONSULTING | $80,894 |
2022 · 1 contractor · $60K
| Name | Location | Service | Paid |
|---|---|---|---|
| EISNER ADVISORY GROUP LLC | NEW YORK, NY | ACCOUNTING | $59,850 |
2021 · 1 contractor · $85K
| Name | Location | Service | Paid |
|---|---|---|---|
| EISNER ADVISORY GROUP LLC | NEW YORK, NY | ACCOUNTING | $85,480 |
2020 · 1 contractor · $87K
| Name | Location | Service | Paid |
|---|---|---|---|
| EISNERAMPER LLP | NEW YORK, NY | ACCOUNTING | $87,360 |
2019 · 1 contractor · $125K
| Name | Location | Service | Paid |
|---|---|---|---|
| ERNST & YOUNG LLP | NEW YORK, NY | ACCOUNTING | $125,248 |
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 · 44 grants to organizations · $14.2M
2023 · 38 grants to organizations · $12.0M
2022 · 43 grants to organizations · $16.0M
2021 · 34 grants to organizations · $13.5M
2020 · 35 grants to organizations · $20.1M
2019 · 33 grants to organizations · $8.4M
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.
2023 · 1 contributor · $50K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | RUNXI RESEARCH PROGRAM | Organization or other | SANTA BARBARA, CA | $50,000 | - | Form 990PF Sch. B, 2023 · filing |
2021 · 1 contributor · $200K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | RUNX1 RESEARCH PROGRAM | Organization or other | SANTA BARBARA, CA | $200,000 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $150K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | RUNX1 RESEARCH PROGRAM | Person | SANTA BARBARA, CA | $150,000 | - | Form 990PF Sch. B, 2020 · 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.
Grants received from DAF sponsors and foundations
2 grants to this organization reported by other filers, $200,000 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Year | Grantor | Grantor type | Amount | Purpose | Matched by | Filing |
|---|---|---|---|---|---|---|
| 2023 | RUNX1 FOUNDATION | Public charity | $50,000 | Research pship with EP Evans | ein | view |
| 2021 | RUNX1 FOUNDATION | Public charity | $150,000 | Research in partnership w EP Evans Fdn | ein | view |
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 | ||||||||
| $40,569,164 | $25,010,311 | $260,553,523 | $260,538,876 | $130 | - | $1,636,832 | - | - |
| 2023 · Form 990PF | ||||||||
| $12,049,432 | $20,969,974 | $244,993,495 | $244,980,023 | $50,000 | - | $1,479,440 | - | - |
| 2022 · Form 990PF | ||||||||
| $10,262,851 | $24,712,965 | $253,917,323 | $253,900,565 | - | - | $1,424,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $47,651,358 | $21,449,945 | $268,369,192 | $268,350,679 | $200,000 | - | $1,400,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $13,916,833 | $27,135,097 | $242,161,195 | $242,149,266 | $150,000 | - | $1,377,611 | - | - |
| 2019 · Form 990PF | ||||||||
| $18,192,454 | $16,261,050 | $255,367,530 | $255,367,530 | $0 | - | $1,289,687 | - | - |
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 · $25,010,311 spent · pay $1,725,670 · grants $14,223,125 · events $262,218
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $14,223,125 | 56.9% | |
| Other expenses | $6,650,724 | 26.6% | |
| Pay: officers, directors, trustees | $1,636,832 | 6.5% | |
| Taxes | $1,092,545 | 4.4% | |
| Interest | $732,779 | 2.9% | |
| Travel, conferences and meetings | $262,218 | 1.0% | |
| Fees: accounting | $182,790 | 0.7% | |
| Fees: other professional | $129,892 | 0.5% | |
| Pension plans and employee benefits | $88,838 | 0.4% | |
| Occupancy | $10,568 | 0.0% | |
| Total | $25,010,311 | 100% |
2023 · Form 990PF · $20,969,974 spent · pay $1,585,670 · grants $12,042,240 · events $304,408
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $12,042,240 | 57.4% | |
| Other expenses | $5,925,018 | 28.3% | |
| Pay: officers, directors, trustees | $1,479,440 | 7.1% | |
| Interest | $701,842 | 3.3% | |
| Travel, conferences and meetings | $304,408 | 1.5% | |
| Fees: other professional | $227,840 | 1.1% | |
| Fees: accounting | $119,535 | 0.6% | |
| Pension plans and employee benefits | $106,230 | 0.5% | |
| Taxes | $63,421 | 0.3% | |
| Total | $20,969,974 | 100% |
2022 · Form 990PF · $24,712,965 spent · pay $1,535,350 · grants $16,035,000 · events $323,254
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $16,035,000 | 64.9% | |
| Other expenses | $5,235,539 | 21.2% | |
| Pay: officers, directors, trustees | $1,424,000 | 5.8% | |
| Taxes | $909,470 | 3.7% | |
| Interest | $559,710 | 2.3% | |
| Travel, conferences and meetings | $323,254 | 1.3% | |
| Pension plans and employee benefits | $111,350 | 0.5% | |
| Fees: accounting | $84,642 | 0.3% | |
| Fees: other professional | $30,000 | 0.1% | |
| Total | $24,712,965 | 100% |
2021 · Form 990PF · $21,449,945 spent · pay $1,496,833 · grants $13,485,160 · events $267,287
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $13,485,160 | 62.9% | |
| Other expenses | $5,566,985 | 26.0% | |
| Pay: officers, directors, trustees | $1,400,000 | 6.5% | |
| Interest | $398,807 | 1.9% | |
| Travel, conferences and meetings | $267,287 | 1.2% | |
| Taxes | $120,624 | 0.6% | |
| Fees: accounting | $108,119 | 0.5% | |
| Pension plans and employee benefits | $96,833 | 0.5% | |
| Fees: other professional | $5,050 | 0.0% | |
| Fees: legal | $1,080 | 0.0% | |
| Total | $21,449,945 | 100% |
2020 · Form 990PF · $27,135,097 spent · pay $1,477,362 · grants $20,141,619 · events $70,536
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $20,141,619 | 74.2% | |
| Other expenses | $4,779,253 | 17.6% | |
| Pay: officers, directors, trustees | $1,377,611 | 5.1% | |
| Interest | $399,899 | 1.5% | |
| Taxes | $151,235 | 0.6% | |
| Fees: accounting | $115,193 | 0.4% | |
| Pension plans and employee benefits | $99,751 | 0.4% | |
| Travel, conferences and meetings | $70,536 | 0.3% | |
| Total | $27,135,097 | 100% |
2019 · Form 990PF · $16,261,050 spent · pay $1,313,499 · grants $8,362,266 · events $93,764
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,362,266 | 51.4% | |
| Other expenses | $5,272,990 | 32.4% | |
| Pay: officers, directors, trustees | $1,289,687 | 7.9% | |
| Taxes | $505,585 | 3.1% | |
| Interest | $498,000 | 3.1% | |
| Fees: accounting | $148,530 | 0.9% | |
| Travel, conferences and meetings | $93,764 | 0.6% | |
| Fees: other professional | $65,839 | 0.4% | |
| Pension plans and employee benefits | $23,812 | 0.1% | |
| Printing and publications | $569 | 0.0% | |
| Fees: legal | $8 | 0.0% | |
| Total | $16,261,050 | 100% |