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
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.
Ready to take the next step with Overlake Foundation Inc?
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Harold D Miller Endowment Fund
DALLAS, TX
Assets
$890K
Grants
1
Total Given
$44K
Amarillo Business Foundation
AMARILLO, TX
Assets
$4.2M
Grants
13
Total Given
$222K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Overlake Foundation Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities