Overlook Estate Foundation
OVERLOOK ESTATE FOUNDATION is a private foundation based in Waverly, Pennsylvania. Its 2024 filing reports 20 grants totaling $885,328, primarily to organizations in Pennsylvania.
Key facts about Overlook Estate Foundation
In short: Overlook Estate Foundation gave $885K across 20 grants in 2024 (avg $44K), mostly in Pennsylvania. 40% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 16-1526226
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $885,328
- Grants made (2024)
- 20
- Average grant
- $44,266
- Median grant
- $5,464
- New grantees (estimate)
- 40% first-time grantees (8 of 20, 2024)
- Total assets
- $836,375
- Primary geography
- Pennsylvania (98% of itemized 2024 grant dollars)
- How to apply
- The filing lists no specific application form and no restrictions on awards. Full details ↓
- Deadline
- October 1.
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$836K
Annual Giving
$885K
Grant Count
20
Avg Grant Size
$44K
Under IRS private-foundation payout rules, Overlook Estate Foundation reported a distributable amount of $79K for 2024 — the minimum it must pay out in qualifying distributions.
Is Overlook Estate Foundation open to new grantees?
40%
first-time grantees, 2024
In 2024, 8 of 20 grantees (40%) were first-time recipients. First grants averaged $100K; repeat grants $7K. How we count
Medians: $6K first-time, $5K repeat.
- Giving grew 309% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No foundation mission statement is provided. Its 2024 grants include support for organizations whose own missions describe educational, recreational, and cultural opportunities; support for women and girls; preservation of natural resources; arts access; and children’s storytelling. For example, Waverly Community House says its mission is to foster educational, recreational, and cultural opportunities for individuals and families in its region. Countryside Conservancy describes its mission as promoting the preservation of natural resources for the public’s benefit.
Grantmaking
In 2024, the foundation gave 20 grants totaling $885,328. Grants ranged from $2,000 to $750,000, with a median of $5,464. The largest award was $750,000 to Penn State for program support. Other grants included $17,700 to Waverly Community House, $15,000 each to United Neighborhood Center of NEPA and Women’s Resource Center, and $12,600 to Countryside Conservancy.
Review Cycle
October 1.
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Geographic Focus
Where this funder awards grants
The 2024 filing reports that 98% of grant dollars went to recipients in Pennsylvania, 1% to recipients in New York, and 1% to recipients in an unreported state. Listed Pennsylvania recipients include organizations in Waverly, Scranton, La Plume, Wilkes-Barre, and other communities.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $217K (2021) to $885K (2024). In 2024 it made 20 grants totaling $885K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Penn State ($750K). Together the top 10 received $848K.
Grant Size Distribution
93 grants across all recorded years
The most common grant size was under $50K: 92 grants of 93 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Penn State University Park, PA | Program Support | $750,000 |
| Waverly Community House Waverly, PA | Program Support | $17,700 |
| United Neighborhood Center of Nepa Scranton, PA | Program support | $15,000 |
| Women's Resource Center Inc Scranton, PA | Program Support | $15,000 |
| Countryside Conservancy La Plume, PA | Program Support | $12,600 |
| The Philharmonic Society of Northeastern Penn Wilkes-Barre, PA | Program Support | $10,000 |
| Maisha Holistic Africa Foundation | Program Support | $8,400 |
| Outreach Center for Community Resources Scranton, PA | Program Supportprogram Support | $7,500 |
| Lewa Wildlife Conservancy New York, NY | Program Support | $6,300 |
| The Gathering Place Clarks Summit, PA | Program Support | $5,928 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $836,375 | $597,041 | $890,810 | $885,328 |
| 2022 | $981,703 | $198,672 | $338,093 | $293,250 |
| 2021 | $1,259,128 | $184,180 | $223,885 | $216,633 |
| Metric | 2024 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $836,375 | $981,703 | $1,259,128 |
| Revenue | $597,041 | $198,672 | $184,180 |
| Expenses | $890,810 | $338,093 | $223,885 |
| Qualifying Distributions | $885,328 | $293,250 | $216,633 |
| Net Investment Income | $591,559 | $151,413 | $176,928 |
| Distributable Amount | $78,824 | $120,963 | $136,964 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Mortimer Fuller, Amanda Wellman, Tood Wellman, Liza Fuller, Katie Fuller, Patricia Fuller, Robert Oakes, and Arch Mott as directors.
Overlook Estate Foundation's 2024 filing lists 8 officers; none of the 8 officers listed in 2024 report compensation.
Officers on the 2024 filing
Amanda Wellman
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Arch Mott
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Katie Fuller
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Liza Fuller
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Mortimer Fuller
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Patricia Fuller
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Tood Wellman
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Robert Oakes
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Former officers (4)
- Former: Allison Herzberg (2020) — Director
- Former: Julianne Barrett (2020) — Executive Director
- Former: Thomas Oakes (2020) — Director
- Former: Tracy Hallstead (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Julianne Barrett
Mailing address: 329 Barnhill Road, Waverly, PA 18471
Phone: (541) 610-3977
Email: jadamsbarrett@msn.com
Website: https://www.overlook.org
Frequently asked questions about Overlook Estate Foundation
How much does Overlook Estate Foundation give each year?
Overlook Estate Foundation gave $885K across 20 grants in 2024, according to its 2024 IRS Form 990-PF.
What is Overlook Estate Foundation's typical grant size?
Overlook Estate Foundation's median grant in 2024 was $5,464, and its average grant was $44,266, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Overlook Estate Foundation that year got $100K on average.
Where does Overlook Estate Foundation give grants?
Overlook Estate Foundation gives mostly in Pennsylvania: 98% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Scranton, PA (6 grants) and Clarks Summit, PA (2 grants).
Does Overlook Estate Foundation give general operating support?
Not in 2024: none of the 20 grants with a stated purpose on Overlook Estate Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (18 grants).
Who are Overlook Estate Foundation's largest grantees?
Overlook Estate Foundation's largest 2024 grantees include Penn State ($750,000), Waverly Community House ($17,700) and United Neighborhood Center of Nepa ($15,000), according to its 2024 IRS Form 990-PF. Together they received 88% of its itemized 2024 grant dollars.
How large is Overlook Estate Foundation?
Overlook Estate Foundation reported $836K in total assets on its 2024 IRS Form 990-PF. It paid out $885K in qualifying distributions that year, against a required minimum of $79K (roughly 5% of its investment assets).
What does Overlook Estate Foundation fund?
No foundation mission statement is provided. Its 2024 grants include support for organizations whose own missions describe educational, recreational, and cultural opportunities; support for women and girls; preservation of natural resources; arts access; and children’s storytelling. See mission & focus areas ↑
How do I apply for a grant from Overlook Estate Foundation?
The filing lists no specific application form and no restrictions on awards. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Overlook Estate Foundation's EIN?
Overlook Estate Foundation's EIN (Employer Identification Number) is 16-1526226. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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