The Edward Lee and Slocumb Hollis Perry
The Edward Lee and Slocumb Hollis Perry is a private foundation based in Chestnut Hill, Massachusetts. Its 2025 filing lists restrictions on awards to arts, medical, or educational purposes, and records grants to organizations including museums, performing-arts groups, and educational and media organizations.
Key facts about The Edward Lee and Slocumb Hollis Perry
In short: The Edward Lee and Slocumb Hollis Perry gave $432K across 49 grants in 2025 (avg $9K), mostly in Massachusetts. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 31-1621824
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $431,695
- Grants made (2025)
- 49
- Average grant
- $8,810
- Median grant
- $3,000
- New grantees (estimate)
- 17% first-time grantees (5 of 30, 2025)
- Total assets
- $107,039
- Primary geography
- Massachusetts (84% of itemized 2025 grant dollars)
- How to apply
- The foundation states that it does not restrict giving to preselected organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$107K
-37.5% YoY
Annual Giving
$432K
+0.2% YoY
Grant Count
49
+16.7% YoY
Avg Grant Size
$9K
-14.1% YoY
Under IRS private-foundation payout rules, The Edward Lee and Slocumb Hollis Perry reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Edward Lee and Slocumb Hollis Perry open to new grantees?
17%
first-time grantees, 2025
In 2025, 5 of 30 grantees (17%) were first-time recipients. First grants averaged $362; repeat grants $17K. How we count
Medians: $250 first-time, $4K repeat.
- 60% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+20%). Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its stated award restrictions are “THE ARTS, MEDICAL OR EDUCATIONAL PURPOSES.” Its 2025 grants show support for arts and educational organizations. For example, the New England Conservatory of Music says it educates and trains musicians of all ages from around the world. The Boston Symphony Orchestra describes its mission as making music and providing educational and training programs at a high level of excellence. WGBH Educational Foundation says its programs and services educate, inspire, and entertain, fostering citizenship and culture, the joy of learning, and diverse perspectives.
Grantmaking
In 2025, the foundation made 49 grants totaling $431,695. Awards ranged from $35 to $70,000, with a median grant of $3,000. Among its largest 2025 grants were $70,000 to the Museum of Fine Arts Boston, $35,000 to Huntington Theatre Company, $30,000 to WGBH Educational Foundation, $25,000 to Boston Lyric Opera, and $25,000 to Opera America. WGBH Educational Foundation also received grants of $25,000, $20,000, $12,000, and $10,000; Boston Lyric Opera received another $25,000 grant.
Review Cycle
are listed as N/A.
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Geographic Focus
Where this funder awards grants
In 2025, 84% of grant dollars went to recipients in Massachusetts, 11% to New York, 2% to Vermont, and 2% to Washington, DC. Tennessee accounted for 0% as reported.
Grant Distribution by State
Share of 2025 grant dollars across all 49 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $306K (2023) to $562K (2019). In 2025 it made 49 grants totaling $432K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was WGBH Educational Foundation ($97K across 5 grants). Together the top 10 received $408K.
Grant Size Distribution
237 grants across all recorded years
The most common grant size was under $50K: 224 grants of 237 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Museum of Fine Arts Boston Boston, MA | General Fund | $70,000 |
| Huntington Theatre Company Boston, MA | General Fund | $35,000 |
| WGBH Educational Foundation Boston, MA | General Fund | $30,000 |
| Boston Lyric Opera Boston, MA | General Fund | $25,000 |
| WGBH Educational Foundation Boston, MA | General Fund | $25,000 |
| Opera America New York, NY | General Fund | $25,000 |
| Boston Lyric Opera Boston, MA | General Fund | $25,000 |
| Huntington Theatre Company Boston, MA | General Fund | $20,000 |
| New England Conservatory of Music Boston, MA | General Fund | $20,000 |
| WGBH Educational Foundation Boston, MA | General Fund | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants | Grant count |
|---|---|---|
| 2025 | $431,695 | 49 |
| 2024 | $430,900 | 42 |
| 2023 | $305,735 | 42 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $107,039 | $171,179 | $229,313 |
| Revenue | $367,832 | $375,147 | $421,377 |
| Expenses | $431,972 | $433,281 | $307,725 |
| Qualifying Distributions | $431,695 | $430,900 | $305,735 |
| Net Investment Income | $7,555 | $12,766 | $9,387 |
| Distributable Amount | $9,538 | $15,084 | $10,656 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists SLOCUMB HOLLIS PERRY as president and trustee, and ANNE H PERKINS and JAMES D IRELAND IV as trustees.
The Edward Lee and Slocumb Hollis Perry is led by Slocumb Hollis Perry, President & Trustee since 2023 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Slocumb Hollis Perry
President & Trustee
Treasurer & Trustee → President & Trustee, 2023
On filings since 2019
1 hr/week
No compensation reported
Anne H. Perkins
Trustee
On filings since 2019
1 hr/week
No compensation reported
James D. Ireland IV
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Edward Lee Perry (2019–2022) — President & Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Slocumb Hollis Perry Co Edward Lee
Mailing address: 214 Allandale Rd-A, Chestnut Hill, MA 02467
Phone: (617) 739-1298
Email: slocumbp@gmail.com
Frequently asked questions about The Edward Lee and Slocumb Hollis Perry
How much does The Edward Lee and Slocumb Hollis Perry give each year?
The Edward Lee and Slocumb Hollis Perry gave $432K across 49 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $431K across 42 grants.
What is The Edward Lee and Slocumb Hollis Perry's typical grant size?
The Edward Lee and Slocumb Hollis Perry's median grant in 2025 was $3,000, and its average grant was $8,810, across 49 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Edward Lee and Slocumb Hollis Perry that year got $362 on average.
Where does The Edward Lee and Slocumb Hollis Perry give grants?
The Edward Lee and Slocumb Hollis Perry gives mostly in Massachusetts: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (11%). The most frequent recipient cities were Boston, MA (27 grants), New York, NY (3 grants), Washington, DC (3 grants) and Manchester, VT (3 grants).
Does The Edward Lee and Slocumb Hollis Perry give general operating support?
Yes: 100% of The Edward Lee and Slocumb Hollis Perry's 2025 grants with a stated purpose (49 of 49) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Edward Lee and Slocumb Hollis Perry's largest grantees?
The Edward Lee and Slocumb Hollis Perry's largest 2025 grantees include WGBH Educational Foundation ($97,000 across 5 grants), Museum of Fine Arts Boston ($70,000) and Huntington Theatre Company ($65,035 across 5 grants), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is The Edward Lee and Slocumb Hollis Perry?
The Edward Lee and Slocumb Hollis Perry reported $107K in total assets on its 2025 IRS Form 990-PF. It paid out $432K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
What does The Edward Lee and Slocumb Hollis Perry fund?
No mission statement for the foundation is provided. Its stated award restrictions are “THE ARTS, MEDICAL OR EDUCATIONAL PURPOSES.” Its 2025 grants show support for arts and educational organizations. See mission & focus areas ↑
How do I apply for a grant from The Edward Lee and Slocumb Hollis Perry?
The foundation states that it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Edward Lee and Slocumb Hollis Perry's EIN?
The Edward Lee and Slocumb Hollis Perry's EIN (Employer Identification Number) is 31-1621824. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Edward Lee and Slocumb Hollis Perry by hand.
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