Overall Family Foundation
Overall Family Foundation is a private foundation, based in Santa Barbara, CA. IRS filing data is available from 2019 through 2022. In 2022, it awarded 5 grants totaling $5.6M. Net investment income was $167K.
Overall Family Foundation at a glance
In short: Overall Family Foundation gave $5.6M across 5 grants in 2022 (avg $1.1M), mostly in California. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $5,564,292
- +1785.3% vs 2021
- Grants made (2022)
- 5
- +66.7% vs 2021
- Average grant
- $1,112,858
- +1031.2% vs 2021
- Median grant
- $25,000
- Primary geography
- California (99% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Overall Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2022
The largest 2022 recipient was Schwab Charitable Fund ($5.5M). Together the top 5 received $5.6M.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 50 grants of 60 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2022 grant dollars across all 5 itemized grants.
Cities
How Overall Family Foundation gives
- Giving grew 1460% from 2019 to 2022. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $295K (2021) to $5.6M (2022). In 2022 it made 5 grants totaling $5.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Fund San Francisco, CA | Social & Human Services | $5,488,542 |
| The Wilderness Land Trust Helena, MT | Environmental & Wildlife Protection | $50,000 |
| Direct Relief International Santa Barbara, CA | Social & Human Services | $25,000 |
| Montecito Foundation Santa Barbara, CA | Art Comm & Culture | $500 |
| Santa Barbara Museum of Art Santa Barbara, CA | Art Comm & Culture | $250 |
Ready to take the next step with Overall Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $186,996 | $5,580,060 | $5,564,292 | 5 | $5,565,869 | $167,403 | $266,871 |
| 2021 | $4,466,012 | $287,639 | $302,158 | $295,136 | 3 | $295,835 | $275,404 | $302,495 |
| 2020 | $4,483,882 | $306,944 | $403,363 | $391,000 | 23 | — | $177,736 | $273,328 |
| 2019 | $4,580,301 | $341,012 | $369,578 | $356,750 | 29 | — | $158,798 | $273,666 |
Under IRS private-foundation payout rules, Overall Family Foundation reported a distributable amount of $267K for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Overall Family Foundation is led by Sheryl V. Overall, President on every filing since 2020; none of the 2 officers listed in 2022 report compensation.
Officers on the 2022 filing
Sheryl V. Overall
President
On filings since 2020
No compensation reported
Jack B. Overall
Director & C
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Overall Family Foundation
How much does Overall Family Foundation give each year?
Overall Family Foundation gave $5.6M across 5 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $295K across 3 grants.
What is Overall Family Foundation's typical grant size?
Overall Family Foundation's median grant in 2022 was $25,000, and its average grant was $1,112,858, across 5 grants on its 2022 IRS Form 990-PF.
Where does Overall Family Foundation give grants?
Overall Family Foundation gives mostly in California: 99% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (3 grants).
Does Overall Family Foundation give general operating support?
Not in 2022: none of the 5 grants with a stated purpose on Overall Family Foundation's 2022 IRS Form 990-PF were described as general or operating support.
Who are Overall Family Foundation's largest grantees?
Overall Family Foundation's largest 2022 grantees include Schwab Charitable Fund ($5,488,542), The Wilderness Land Trust ($50,000) and Direct Relief International ($25,000), according to its 2022 IRS Form 990-PF.
How much is Overall Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Overall Family Foundation reported a distributable amount of $267K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Overall Family Foundation's EIN?
Overall Family Foundation's EIN (Employer Identification Number) is 77-0500005. IRS Form 990 filing data is available on this page for 2019–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 20, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 16, 2023)
- IRS filings on file for fiscal years 2020–2022
Explore Open Grants
Browse active grant opportunities in Overall Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Wm Brian & Judith A Little Charitable Trust
Hockessin, DE
The Wm Brian & Judith A Little Charitable Trust supports arts and culture, gardens and conservation, health care, and family services. In 2024, grants ranged from $1,000 to $100,000, with a median of $5,000; funding went mainly to organizations in California, New York, and Kansas. It funds only preselected charities and does not accept unsolicited requests.
Assets
$4.5M
Grants
13
Total Given
$177K
The Wenger Family Foundation
Santa Barbara, CA
The foundation makes grants to charitable organizations across varied fields, including nature, humanitarian aid, reproductive healthcare, and the arts, with most 2025 grant dollars going to Florida and some to California, Washington, DC, and Maryland. In 2025, grants ranged from $500 to $781,818, with a median of $2,500; the largest award went to a donor-advised fund. It has no formal application process, and its filing states there are no award restrictions or deadlines.
Assets
$16K
Grants
17
Total Given
$825K
G a Fowler Family Foundation
Irvine, CA
The G A Fowler Family Foundation supports education, health and wellness, cultural awareness, property management education, and health care, with most grants going to California organizations. In 2024, it made 52 grants totaling $781,056; grants ranged from $1,000 to $120,000, with a $5,000 median. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$36.3M
Grants
52
Total Given
$781K
The Leslie S and Philip L Bernstein Family
Santa Barbara, CA
The foundation supports charitable organizations, with recent grants for health care, music, botanical conservation, and other causes; most funding went to California organizations, especially in Santa Barbara, with some support in other states. In 2025, it awarded 38 grants totaling $208,750, ranging from $250 to $50,000 (median $1,000). It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.5M
Grants
38
Total Given
$209K
The Bakermerine Family Foundation Inc
Bethesda, MD
The foundation supports a range of charitable organizations, with 2024 grants typically around $750 (median), ranging from $100 to $4,020. Its giving was concentrated in Washington, D.C., Maryland, Virginia, New York, and New Jersey. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.5M
Grants
47
Total Given
$51K
Manitou Fund
White Bear Lake, MN
Manitou Fund supports organizations in areas including education, arts and cultural preservation, tennis, and land conservation, with 2024 grants ranging from $10,000 to $1.75 million and a median of $50,000. Its 2024 grants went mainly to California, Minnesota, New York, Florida, and Rhode Island. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$778.2M
Grants
164
Total Given
$20.1M
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Overall Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Overall Family Foundation down — hundreds of funders to go?