Overlake Fund
Overlake Fund is a private foundation, based in Burlington, VT. IRS filing data is available for 2025. As of 2025, the organization holds $381.1M in total assets. In 2025, it awarded 4 grants totaling $411K. Net investment income was $5.5M.
Key facts about Overlake Fund
In short: Overlake Fund gave $411K across 4 grants in 2025 (avg $103K), mostly in Vermont. Source: 2025 IRS Form 990-PF.
- EIN
- 33-2480614
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $411,334
- Grants made (2025)
- 4
- Average grant
- $102,834
- Median grant
- $35,000
- Total assets
- $381,085,814
- Primary geography
- Vermont (94% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$381.1M
Annual Giving
$411K
Grant Count
4
Avg Grant Size
$103K
Under IRS private-foundation payout rules, Overlake Fund reported a distributable amount of $8.0M for 2025 — the minimum it must pay out in qualifying distributions.
How Overlake Fund gives
- In 2025 it paid out 6% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 4 grants totaling $411K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of Vermont Foundation ($378K across 2 grants). Together the top 3 received $411K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Vermont Foundation Burlington, VT | To support research, education, and other initiatives of Vermont complex systems institute | $333,334 |
| University of Vermont Foundation Burlington, VT | To Support Hillel at the University of Vermont | $45,000 |
| University of Wisconsin Foundation Madison, WI | To Support Science and Health Research | $25,000 |
| Jewish Communities of Vermont Burlington, VT | To Support General Operations and the Library | $8,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $381,085,814 |
| Revenue | $381,589,652 |
| Expenses | $504,572 |
| Qualifying Distributions | $504,572 |
| Net Investment Income | $5,495,841 |
| Distributable Amount | $7,990,178 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2026)
Leadership & Key People
Officers and directors from IRS filings
Overlake Fund is led by William L. Gottesman, Director, President & Treasurer on the 2025 filing; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
William L. Gottesman
Director, President & Treasurer
New on the 2025 filing
No compensation reported
Debra L. Gottesman
Director & Secretary
New on the 2025 filing
No compensation reported
Data from IRS Form 990 filings, 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 Fund
How much does Overlake Fund give each year?
Overlake Fund gave $411K across 4 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Overlake Fund's typical grant size?
Overlake Fund's median grant in 2025 was $35,000, and its average grant was $102,834, across 4 grants on its 2025 IRS Form 990-PF.
Where does Overlake Fund give grants?
Overlake Fund gives mostly in Vermont: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (6%). The most frequent recipient cities were Burlington, VT (3 grants).
Does Overlake Fund give general operating support?
Yes: 25% of Overlake Fund's 2025 grants with a stated purpose (1 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Overlake Fund?
Overlake Fund reported $381.1M in total assets on its 2025 IRS Form 990-PF. It paid out $505K in qualifying distributions that year, against a required minimum of $8.0M (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 is Overlake Fund's EIN?
Overlake Fund's EIN (Employer Identification Number) is 33-2480614. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Overlake Fund by hand.
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