The Overstreet Foundation

Foundation · Grantmaker Austin, TX EIN: 61-1855484

The Overstreet Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 3 grants totaling $75K. Net investment income was $30K.

Key facts about The Overstreet Foundation

In short: The Overstreet Foundation gave $75K across 3 grants in 2025 (avg $25K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
61-1855484
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$75,000
Grants made (2025)
3
Average grant
$25,000
Median grant
$15,000
Total assets
$3,485,030
Primary geography
Texas (100% 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

$3.5M

+18.6% YoY

Annual Giving

$75K

-21.1% YoY

Grant Count

3

-40.0% YoY

Avg Grant Size

$25K

+31.6% YoY

Under IRS private-foundation payout rules, The Overstreet Foundation reported a distributable amount of $251K for 2025 — the minimum it must pay out in qualifying distributions.

How The Overstreet Foundation gives

  • Giving fell 25% from 2022 to 2025. Method
  • In 2025 it paid out 33% 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

3states

Share of all 3 itemized 2025 grant dollars.

Cities

AustinFlorenceLakewayKilleenPflugervilleAtlantaBastropBloomfield HillsBudaConroeDripping SpringsLampasasLeesburgRound RockSan Marcos

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants20195 grants202010 grants202110 grants202213 grants20235 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Rotary Club of Lakeway-Lake Travis Foundation Inc: $50KRotary Club of Lakeway-LakeTravis Foundation Inc$50KFlorence Blue Santa: $15KFlorence Blue Santa$15KRiver Run Ranch and Animal Rescue: $10KRiver Run Ranch and AnimalRescue$10K

Grant Size Distribution

41 grants across all recorded years

40<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
ROTARY CLUB OF LAKEWAY-LAKE TRAVIS FOUNDATION INC Lakeway, TXTO SUPPORT LAKE TRAVIS INDEPENDENT SCHOOL DISTRICT'S NEEDY STUDENTS$50,000
FLORENCE BLUE SANTA Florence, TXTO PROVIDE GIFTS TO FAMILIES IN NEED.$15,000
RIVER RUN RANCH AND ANIMAL RESCUE Lampasas, TXTO RESCUE ANIMALS SUCH AS ABANDONED, STRAY, OR HOMELESS PUPPIES AND KITTENS.$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2019202020212022202320242025
Metric202520242023
Total Assets$3,485,030$2,939,142$2,406,360
Revenue$630,542$628,553$621,352
Expenses$84,608$98,398$158,402
Qualifying Distributions$82,202$96,722$156,701
Net Investment Income$30,314$31,324$23,693
Distributable Amount$251,306$203,318$149,899

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 8, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 10, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 3, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 24, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The Overstreet Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Adrian Overstreet

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Courtney Bunte

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Michelle M. Handley

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jeanne Robinson Wolf

    Director

    On filings since 2021

    1 hr/week

    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 The Overstreet Foundation

How much does The Overstreet Foundation give each year?

The Overstreet Foundation gave $75K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 5 grants.

What is The Overstreet Foundation's typical grant size?

The Overstreet Foundation's median grant in 2025 was $15,000, and its average grant was $25,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does The Overstreet Foundation give grants?

The Overstreet Foundation gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does The Overstreet Foundation give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on The Overstreet Foundation's 2025 IRS Form 990-PF were described as general or operating support.

How large is The Overstreet Foundation?

The Overstreet Foundation reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $251K (roughly 5% of its investment assets).

What is The Overstreet Foundation?

The Overstreet Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. It holds $3.5M in total assets as of 2025.

What is The Overstreet Foundation's EIN?

The Overstreet Foundation's EIN (Employer Identification Number) is 61-1855484. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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