Overall Family Foundation
Overall Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 5 grants totaling $5.6M. Net investment income was $167K.
Key facts about Overall Family Foundation
- EIN
- 77-0500005
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $5,564,292
- Grants made (2022)
- 5
- Average grant
- $1,112,858
- Median grant
- $25,000
- Primary geography
- California (99% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated April 2026.
Who Overall Family Foundation funds
By grant dollars, the top recipient states for Overall Family Foundation's 5 itemized 2022 grants were California (99%). The most frequent recipient cities were Santa Barbara, CA (3 grants). None of its 5 grants with a stated purpose were described as general or operating support.
How Overall Family Foundation gives
- 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.
Next steps with Overall Family Foundation
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Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$5.6M
+1785.3% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$1.1M
+1031.2% YoY
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.
About Overall Family Foundation
Based on IRS filings
Overall Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 5 grants totaling $5.6M. Net investment income was $167K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2022 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $4,465,916 | $4,483,882 |
| Revenue | $186,996 | $287,989 | $306,944 |
| Expenses | $5,580,060 | $305,955 | $403,363 |
| Qualifying Distributions | $5,565,869 | $296,214 | — |
| Net Investment Income | $167,403 | $268,862 | $177,736 |
| Distributable Amount | $266,871 | $302,586 | $273,328 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2022
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest recipients include Schwab Charitable Fund ($5,488,542), The Wilderness Land Trust ($50,000), Direct Relief International ($25,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2022 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jack B Overall | Director & C | — | — |
| Sheryl V Overall | President & | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Overall Family Foundation?
Overall Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Santa Barbara, CA. It holds — in total assets as of 2022.
Where does Overall Family Foundation operate?
Overall Family Foundation has awarded grants in California, Colorado, District of Columbia, Montana, New York, Virginia, Washington.
What size grants does Overall Family Foundation award?
In 2022, Overall Family Foundation awarded 5 grants totaling $5.6M — an average of about $1.1M per grant, based on its IRS Form 990 filings.
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 2020–2022.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.