Evelyn Lilly Lutz Foundation
Donations deductibleRevenue
$842k
year to 31 December 2024
Expenses
$1m
year to 31 December 2024
Total assets
$13.5m
$23k liabilities
Net assets
$13.5m
assets less liabilities
Directors and trustees
33
5.7 years on average
Staff
1
employees, year to 31 December 2024
Left since last filing
2
6% of the board
Voting members
33
reported in Part VI
Evelyn Lilly Lutz Foundation's network
33 people16 organisationsi33 people and 16 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (33). Violet dotted lines (16) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
33 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 33 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Carl Soderland | Member | 2021 | 5 yrs |
| Daniel McCullough | Member | 2021 | 5 yrs |
| David Smail | Member | 2021 | 5 yrs |
| Erin Heiskell | Trustee | 2018 | 8 yrs |
| Forrester Clark | Member | 2021 | 5 yrs |
| Francis Cleary | Member | 2018 | 8 yrs |
| George Bazylewicz | Member | 2021 | 5 yrs |
| Gilbert Norwood | Member | 2021 | 5 yrs |
| Henry Frissora | Member | 2021 | 5 yrs |
| Hugh O'Flynn | Member | 2021 | 5 yrs |
| Jagruit Patel | Member | 2021 | 5 yrs |
| James Chafey | Member | 2021 | 5 yrs |
| James O'Holleran | Member | 2021 | 5 yrs |
| Jay Bothwick | Company secretary | 2023 | 3 yrs |
| Jeffrey Rubel | Trustee | 2018 | 8 yrs |
| John Knowles | Treasurer | 2018 | 8 yrs |
| Jon Payson | Member | 2023 | 3 yrs |
| Jonathan Schreiber | Member | 2021 | 5 yrs |
| Joseph Haley | Member | 2021 | 5 yrs |
| Katrina Sanders | Trustee | 2020 | 6 yrs |
| Kim Perryman | Member | 2023 | 3 yrs |
| Louis Tramontozzi | Trustee | 2018 | 8 yrs |
| Mahesh Patel | Trustee | 2021 | 5 yrs |
| Mark Allara | Member | 2021 | 5 yrs |
| Peter Hersee | Member | 2021 | 5 yrs |
| Richard Russell | Member | 2021 | 5 yrs |
| Ronald Newman | Member | 2021 | 5 yrs |
| Stephen A Barrand | Member | 2018 | 8 yrs |
| Steveb Disalvo | Member | 2023 | 3 yrs |
| Suzanne F Graves | President | 2018 | 8 yrs |
| Tom Sands | Trustee | 2022 | 4 yrs |
| William Heineman | Member | 2023 | 3 yrs |
| William Mead | Member | 2023 | 3 yrs |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Stephen A Barrand | Trustee | 0 | $0 | ||
| Suzanne F Graves | President | 5 | $0 | ||
| Jay Bothwick | Secretary | 1 | $0 | ||
| Francis Cleary | Trustee | 0 | $0 | ||
| John Knowles | Treasurer | 1 | $0 | ||
| Jeffrey Rubel | Trustee | 0 | $0 | ||
| Louis Tramontozzi | Trustee | 0 | $0 | ||
| Erin Heiskell | Trustee | 0 | $0 | ||
| Katrina Sanders | Trustee | 0 | $0 | ||
| George Bazylewicz | Member | 0 | $0 | ||
| Ronald Newman | Member | 0 | $0 | ||
| Joseph Haley | Member | 0 | $0 | ||
| Mark Allara | Member | 0 | $0 | ||
| James Chafey | Member | 0 | $0 | ||
| Forrester Clark | Member | 0 | $0 | ||
| Henry Frissora | Member | 0 | $0 | ||
| Peter Hersee | Member | 0 | $0 | ||
| Daniel McCullough | Member | 0 | $0 | ||
| Gilbert Norwood | Member | 0 | $0 | ||
| Hugh O'flynn | Member | 0 | $0 | ||
| James O'holleran | Member | 0 | $0 | ||
| Kim Perryman | Member | 0 | $0 | ||
| Jagruti Patel | Member | 0 | $0 | ||
| Richard Russell | Member | 0 | $0 | ||
| Jonathan Schreiber | Member | 0 | $0 | ||
| David Smail | Member | 0 | $0 | ||
| Carl Soderland | Member | 0 | $0 | ||
| Mahesh Patel | Member | 0 | $0 | ||
| Tom Sands | Trustee | 0 | $0 | ||
| William Heineman | Member | 0 | $0 | ||
| John Payson | Member | 0 | $0 | ||
| William Mead | Member | 0 | $0 | ||
| Steveb Disalvo | Member | 0 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Evelyn Lilly Lutz Foundation
- EIN
- 042103885
- Address
- 500 Cummings Ctr Ste 6500, Beverly, MA, 01915-6234
- State
- Massachusetts
- Mission
- The foundation is engaged in supporting and encouraging medical research and continuing education in connection with beverly hospital, massachusetts. (as filed on the Form 990)
- Activity (NTEE)
- T90 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- Formed
- 1949
- Principal officer
- Suzanne F Graves (as named on the Form 990)
- IRS ruling date
- 1 March 1949
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- SO (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsErin Heiskell
≥8years on the filingsFrancis Cleary
≥8years on the filingsJeffrey Rubel
≥8years on the filingsJohn Knowles
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $13.5m
- Total liabilities
- $23k
- Net assets or fund balances
- $13.5m
- Contributions and grants received
- $0
- Program service revenue
- $0
- Grants and similar paid out
- $643k
- Employees
- 1
Grants paid
3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Northeast Hospital Corporation - Beverly Hospital | Support hopsital in health research and technology improvements | $502k |
| Paari | Support individuals to non arrest pathways to treatment and recovery before entering criminal justice system | $75k |
| McLean Hospital | Support hospital in mental health research and innovative addiction treatment | $66k |