Overlake Foundation Inc
Overlake Foundation Inc is an independent foundation incorporated in 1981 in Texas. Based in Victoria, Texas, the foundation operates as a private grantmaking organization serving the local and regional community.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.2M
+0.7% YoY
Annual Giving
$509K
-4.2% YoY
Grant Count
28
+7.7% YoY
Avg Grant Size
$18K
-11.1% YoY
Under IRS private-foundation payout rules, Overlake Foundation Inc reported a distributable amount of $566K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation has total assets of $7,153,285 and distributed $508,500 in grants according to the most recent IRS Form 990 filing (2024). Historical giving data shows total giving of $568,575 across various funding categories.
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Geographic Focus
Where this funder awards grants
Overlake Foundation Inc is based in Victoria, Texas and funds organizations within the Victoria area and surrounding region.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $7,153,285
- Total Giving (2024): $508,500
- Historical Total Giving: $568,575
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,153,285 | $7,106,999 | $6,924,932 |
| Revenue | $568,854 | $713,336 | $421,046 |
| Expenses | $516,459 | $540,933 | $593,445 |
| Qualifying Distributions | $508,500 | $531,000 | $587,500 |
| Net Investment Income | $568,801 | $713,318 | $420,920 |
| Distributable Amount | $565,724 | $501,656 | $532,203 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
106 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Turning Point ($100,000), Horsemen for Christ ($65,500), Cutting Edge Retirement Foundation ($45,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANDER-WESER VOLUNTEER FIRE DEPT GOLIAD, TX | CHARITABLE/EDUCATIONAL | $1,500 |
| CAREITY FOUNDATION FORT WORTH, TX | CHARITABLE/EDUCATIONAL | $35,000 |
| CHRIST'S KITCHEN VICTORIA, TX | CHARITABLE/EDUCATIONAL | $6,000 |
| COMMUNITY ACTION COMMITTEE VICTORIA, TX | CHARITABLE/EDUCATIONAL | $5,000 |
| CUTTING EDGE RETIREMENT FOUNDATION SPRINGTOWN, TX | CHARITABLE/EDUCATIONAL | $45,000 |
| FANNIN VOLUNTEER FIRE DEPT FANNIN, TX | CHARITABLE/EDUCATIONAL | $1,500 |
| FOOD BANK OF GOLDEN CRESCENT VICTORIA, TX | CHARITABLE/EDUCATIONAL | $6,000 |
| GOLDEN CRESCENT CASA VICTORIA, TX | CHARITABLE/EDUCATIONAL | $2,000 |
| GRACE HOUSE MINISTRIES WEATHERFORD, TX | CHARITABLE/EDUCATIONAL | $35,000 |
| GREENWOOD BAPTIST CHURCH WEATHERFORD, TX | CHARITABLE/EDUCATIONAL | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN C ANDERSON | PRESIDENT | — | — |
| MICHAEL S ANDERSON | VP,ASST TRES | — | — |
| THOMAS L KELLER | SECRY,TREAS | — | — |
Contact Information
Mailing Address: PO Box 2549 Victoria, TX 77902-2549 United States
Telephone: 361-573-4383
EIN: 75-1793068
Frequently Asked Questions
How do I apply for a grant from Overlake Foundation Inc?
The foundation has total assets of $7,153,285 and distributed $508,500 in grants according to the most recent IRS Form 990 filing (2024). Historical giving data shows total giving of $568,575 across various funding categories. The foundation supports a diverse range of nonprofit sectors, including: • Professional societies and associations • Human service organizations • Higher education institutions • Public foundations • Private grantmaking foundations • Single organization support
Where does Overlake Foundation Inc make grants?
Overlake Foundation Inc is based in Victoria, Texas and funds organizations within the Victoria area and surrounding region.
What size grants does Overlake Foundation Inc award?
In 2024, Overlake Foundation Inc awarded 28 grants totaling $509K — an average of about $18K per grant, based on its IRS Form 990 filings.
How much is Overlake Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Overlake Foundation Inc reported a distributable amount of $566K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Overlake Foundation Inc's EIN?
Overlake Foundation Inc's EIN (Employer Identification Number) is 75-1793068. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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