Overlook Estate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAVERLY, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $836K in total assets. In 2024, it awarded 20 grants totaling $885K. Net investment income was $592K.
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.
About Overlook Estate Foundation
Based on IRS filings
Overlook Estate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAVERLY, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $836K in total assets. In 2024, it awarded 20 grants totaling $885K. Net investment income was $592K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
93 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Penn State ($750,000), Waverly Community House ($17,700), United Neighborhood Center of Nepa ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABINGTON AREA JOINT RECREATION BOARD CLARKS SUMMIT, PA | PROGRAM SUPPORT | $3,800 |
| COUNTRYSIDE CONSERVANCY LA PLUME, PA | PROGRAM SUPPORT | $12,600 |
| HIGHLIGHTS FOUNDATION INC HONESDALE, PA | PROGRAM SUPPORT | $4,000 |
| LACAWAC SANCTUARY FOUNDATION LAKE ARIEL, PA | PROGRAM SUPPORT | $5,000 |
| LEWA WILDLIFE CONSERVANCY NEW YORK, NY | PROGRAM SUPPORT | $6,300 |
| MAISHA HOLISTIC AFRICA FOUNDATION | PROGRAM SUPPORT | $8,400 |
| OUTREACH CENTER FOR COMMUNITY RESOURCES SCRANTON, PA | PROGRAM SUPPORTPROGRAM SUPPORT | $7,500 |
| THE LANDS AT HILLSIDE FARMS SHAVERTOWN, PA | PROGRAM SUPPORT | $4,600 |
| SEREDIPITY THERAPEUTIC RIDING CENTER HUNLOCK CREEK, PA | PROGRAM SUPPORT | $2,000 |
| THE GATHERING PLACE CLARKS SUMMIT, PA | PROGRAM SUPPORT | $5,928 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MORTIMER FULLER | DIRECTOR | 0.5 | — |
| AMANDA WELLMAN | DIRECTOR | 0.5 | — |
| TOOD WELLMAN | DIRECTOR | 0.5 | — |
| LIZA FULLER | DIRECTOR | 0.5 | — |
| KATIE FULLER | DIRECTOR | 0.5 | — |
| PATRICIA FULLER | DIRECTOR | 0.5 | — |
| ROBERT OAKES | DIRECTOR | 0.5 | — |
| ARCH MOTT | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Overlook Estate Foundation?
Overlook Estate Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAVERLY, PA. It holds $836K in total assets as of 2024.
How large is Overlook Estate Foundation?
As of 2024, Overlook Estate Foundation holds $836K in total assets with $597K in annual revenue. It awarded 20 grants totaling $885K in 2024.
Where does Overlook Estate Foundation operate?
Overlook Estate Foundation has awarded grants in California, Kansas, Michigan, New York, Pennsylvania, Rhode Island.
What size grants does Overlook Estate Foundation award?
In 2024, Overlook Estate Foundation awarded 20 grants totaling $885K — an average of about $44K per grant, based on its IRS Form 990 filings.
How much is Overlook Estate Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Overlook Estate Foundation reported a distributable amount of $79K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Overlook Estate Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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