Edward P Evans
Foundation, based in Andover, Massachusetts, reporting $261M in assets.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
5 more people, 2 more managers and 15 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People to know
View all people- PresidentWhy: Runs the firm (chief executive or president)No route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Timothy A. GraubertPresident
- Tracey J. BolotnickSecretary and General Counsel
- Barbara E. BiererEvans, Robert S., Trustee
- Arrowstreet Capital, LP1 commitment
- Orbis Investment Management Limited1 commitment
- Independent Franchise Partners, LLP1 commitment
Relationship network
31 connected entities18 observed commitments3 dated commitments shown here, 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Person
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesFoundation · EIN 256232129ShowHide
Consultants and advisers
Decision makers
Who else at this allocator · 2 people, grouped by function
- Tracey J. Bolotnick · Secretary and General CounselWhy this person: Secretary and General Counsel at the firm
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
People
- Timothy A. Graubert PresidentExecutive director / CEO
- Tracey J. Bolotnick Secretary and General CounselOther
- Barbara E. Bierer Evans, Robert S., TrusteeTrustee
+5 more people on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Manager roster
- Arrowstreet Capital, LP1 row, latest Nov 30, 2025
- Orbis Investment Management Limited1 row, latest Nov 30, 2025
- Independent Franchise Partners, LLP1 row, latest Nov 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2025 | GS VINTAGE FUND IV LP | GS Vintage Fund IV LP | Private equity | $53,490 held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2025 | ARROWSTREET CAPITAL GLOABAL ALL COUNTRY ALPHA FUND | Arrowstreet Capital, LP | Private equity | $12.7M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2025 | ORBIS INTERNATIONAL EQUITY FUND | Orbis Investment Management Limited | Public equity | $8.4M held | Disclosed holding | apps.irs.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Provenance
Provenance
Not yet on record: private markets allocation target, allocation policy.
Edward P Evans is the same institution as 1 record in Family Offices.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Edward P Evans sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.