Overlake Foundation Inc
Overlake Foundation Inc is a private foundation based in Victoria, Texas. Its 2025 filing reports 28 grants totaling $568,575, with listed grant purposes described as charitable or educational.
Overlake Foundation Inc at a glance
In short: Overlake Foundation Inc gave $569K across 28 grants in 2025 (avg $20K), mostly in Texas. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $568,575
- +11.8% vs 2024
- Grants made (2025)
- 28
- +0.0% vs 2024
- Average grant
- $20,306
- +11.8% vs 2024
- Median grant
- $8,000
- Total assets
- $7,465,764
- +4.4% vs 2024
- New grantees (estimate)
- 11% first-time grantees (3 of 28, 2025)
- Primary geography
- Texas (74% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Overlake Foundation Inc
- Contact
Application contact: Thomas L Keller
Mailing address: P O Box 2549, Victoria, TX 77902
Phone: (361) 573-4383
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Overlake Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Turning Point ($119K). Together the top 10 received $458K.
Grant Size Distribution
134 grants across all recorded years
The most common grant size was under $50K: 124 grants of 134 (93%).
Geographic Focus
Where this funder awards grants
In 2025, 74% of grant dollars went to recipients in Texas, 24% to California, and 2% to Maine.
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
States
Cities
Is Overlake Foundation Inc open to new grantees?
11%
first-time grantees, 2025
In 2025, 3 of 28 grantees (11%) were first-time recipients. First grants averaged $23K; repeat grants $20K. How we count
Medians: $20K first-time, $6K repeat.
- 89% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $472K (2019) to $588K (2022). In 2025 it made 28 grants totaling $569K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Turning Point Lakeside, CA | Charitable/Educational | $118,575 |
| Heart of TX Therapeutic Riding Ctr West, TX | Charitable/Educational | $49,000 |
| Cutting Edge Retirement Foundation Springtown, TX | Charitable/Educational | $45,000 |
| Grace House Ministries Weatherford, TX | Charitable/Educational | $45,000 |
| Horsemen for Christ Wichita Falls, TX | Charitable/Educational | $45,000 |
| UT Southwestern Medical Center Dallas, TX | Charitable/Educational | $45,000 |
| Northside Baptist Church Weatherford, TX | Charitable/Educational | $35,000 |
| Greenwood Baptist Church Weatherford, TX | Charitable/Educational | $30,000 |
| Saving Hope Animal Rescue Fund Fort Worth, TX | Charitable/Educational | $25,000 |
| Camp John Marc Dallas, TX | Charitable/Educational | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,465,764 | $887,039 | $580,983 | $568,575 | 28 | $568,575 | $886,960 | $604,124 |
| 2024 | $7,153,285 | $568,854 | $516,459 | $508,500 | 28 | $508,500 | $568,801 | $565,724 |
| 2023 | $7,106,999 | $713,336 | $540,933 | $531,000 | 26 | $531,000 | $713,318 | $501,656 |
| 2022 | $6,924,932 | $421,046 | $593,445 | $587,500 | 26 | $587,500 | $420,920 | $532,203 |
| 2021 | $7,099,707 | $823,988 | $495,690 | $482,333 | 26 | — | $822,058 | $586,729 |
| 2020 | $6,786,221 | $735,543 | $493,823 | $475,613 | 27 | — | $731,972 | $482,100 |
| 2019 | $6,520,276 | $305,161 | $478,399 | $471,649 | 30 | — | $301,425 | $476,562 |
Under IRS private-foundation payout rules, Overlake Foundation Inc reported a distributable amount of $604K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in areas such as counseling and benevolent assistance, horse rehabilitation and therapy, religious ministry, animal rescue, cancer-patient support, and food assistance. These are grantees’ activities, not stated focus areas of the foundation.
For example, Grace House Ministries describes its work as counseling and benevolent assistance to new parents and their children. Cutting Edge Retirement Foundation says it accepts horses for rehabilitation, care, treatment, and therapy. Saving Hope Animal Rescue Fund describes rescuing abused, neglected, or abandoned animals and providing veterinary care and adoptive homes.
Grantmaking
In 2025, the foundation made 28 grants totaling $568,575. Grants ranged from $1,500 to $118,575, with a median of $8,000. Among the largest were $118,575 to Turning Point; $49,000 to Heart of TX Therapeutic Riding Center; $45,000 each to Cutting Edge Retirement Foundation, Grace House Ministries, Horsemen for Christ, and UT Southwestern Medical Center; and $35,000 to Northside Baptist Church.
The foundation’s 2023 filing states that it does not restrict giving to preselected organizations. It identifies Thomas L. Keller as the contact. The filing says that all distributions have been made to charitable, religious, or educational organizations; if the foundation adopts a grant, scholarship, fellowship, or loan program, it will develop appropriate forms and procedures at that time. Restrictions are stated as “as stated above.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Steven C. Anderson as president, Michael S. Anderson as vice president and assistant treasurer, and Thomas L. Keller as secretary and treasurer.
Overlake Foundation Inc is led by Steven C. Anderson, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Steven C. Anderson
President
On filings since 2019
No compensation reported
Michael S. Anderson
Vice President & Assistant Treasurer
On filings since 2019
No compensation reported
Thomas L. Keller
Secry & Treasurer
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Overlake Foundation Inc
How much does Overlake Foundation Inc give each year?
Overlake Foundation Inc gave $569K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $509K across 28 grants.
What is Overlake Foundation Inc's typical grant size?
Overlake Foundation Inc's median grant in 2025 was $8,000, and its average grant was $20,306, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Overlake Foundation Inc that year got $23K on average.
Where does Overlake Foundation Inc give grants?
Overlake Foundation Inc gives mostly in Texas: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (24%). The most frequent recipient cities were Victoria, TX (9 grants), Weatherford, TX (4 grants), Fort Worth, TX (3 grants) and Dallas, TX (2 grants).
Does Overlake Foundation Inc give general operating support?
Not in 2025: none of the 28 grants with a stated purpose on Overlake Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable/Educational" (27 grants).
Who are Overlake Foundation Inc's largest grantees?
Overlake Foundation Inc's largest 2025 grantees include Turning Point ($118,575), Heart of TX Therapeutic Riding Ctr ($49,000) and Cutting Edge Retirement Foundation ($45,000), according to its 2025 IRS Form 990-PF. Together they received 37% of its itemized 2025 grant dollars.
How large is Overlake Foundation Inc?
Overlake Foundation Inc reported $7.5M in total assets on its 2025 IRS Form 990-PF. It paid out $569K in qualifying distributions that year, against a required minimum of $604K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Overlake Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations working in areas such as counseling and benevolent assistance, horse rehabilitation and therapy, religious ministry, animal rescue, cancer-patient support, and food assistance. See mission & focus areas ↑
How do I apply for a grant from Overlake Foundation Inc?
Overlake Foundation Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 17, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 5, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 9, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
Browse active grant opportunities in Overlake Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Overlake Foundation Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/overlake-foundation-inc-morg_fe73d21f022e4b759952c86d36c42617
BibTeX
@misc{grantable_751793068_2026,
author = {{Grantable}},
title = {{Overlake Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/overlake-foundation-inc-morg_fe73d21f022e4b759952c86d36c42617},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Overlake Foundation Inc'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.
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