Overlook Estate Foundation Inc
- Assets
- $1.3m
- Revenue
- $184.2k
- Investments
- $1.2m
- Employees
- 0
- Location
- Waverly, PA
- Founding
- 01/1998
- Data as of
- 12/2021
- EIN
- 16-1526226
Organization Overview
Overlook Estate Foundation Inc is located in Waverly, PA. The organization was established in 1998. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Overlook Estate Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Overlook Estate Foundation Inc generated $184.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (5.6%) each year. All expenses for the organization totaled $223.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Overlook Estate Foundation Inc has awarded 110 individual grants totaling $1,052,458. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATION OF TROPHY HOUSE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julianne Barrett Executive Director | 2.5 | $12,500 | |
Mortimer Fuller Director | 0.5 | $0 | |
Amanda Wellman Director | 0.5 | $0 | |
Patricia Fuller Director | 0.5 | $0 | |
Liza Fuller Director | 0.5 | $0 | |
Arch Mott Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6 |
| Dividends & Interest | $65,162 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $118,627 |
| Capital Gain Net Income | $118,627 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $385 |
| Total Revenue | $184,180 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $790 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $17 |
| Total operating and administrative expenses | $7,252 |
| Contributions, gifts, grants paid | $216,633 |
| Total expenses and disbursements | $223,885 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$40,324 |
| Savings and temporary cash investments | $79,265 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $619 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,259,128 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Overlook Estate Foundation Inc has awarded $216,633 in support to 26 organizations.
| Grant Recipient | Amount |
|---|---|
Tunkhannock, PA PURPOSE: PROGRAM SUPPORT | $22,500 |
COUNTRYSIDE CONSERVANCY PURPOSE: PROGRAM SUPPORT | $20,000 |
MAISHA HOLISTIC AFRICA FOUNDATION PURPOSE: PROGRAM SUPPORT | $16,500 |
WOMEN'S RESOURCE CENTER PURPOSE: PROGRAM SUPPORT | $15,000 |
Wilkes Barre, PA PURPOSE: PROGRAM SUPPORT | $12,500 |
LACAWAC SANCTUARY PURPOSE: PROGRAM SUPPORT | $11,623 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Donald B And Dorothy L Stabler Foundation Harrisburg, PA | $483,040,822 | $63,822,611 |
Fund For Charitable Giving Pittsburgh, PA | $174,176,180 | $114,342,351 |
Hope For Youth Inc Amityville, NY | $10,865,800 | $14,335,992 |
Margaret And Robert Walter Foundation Columbus, OH | $119,634,869 | $20,893,833 |
Lauren And Lee Fixel Family Foundation Inc New York, NY | $40,185,371 | $21,974,777 |
Charitable Pharmacy Of Central Ohio Columbus, OH | $4,066,781 | $13,066,074 |
Joint Council For Economic Opportunity Of Clinton & Franklin Plattsburgh, NY | $5,357,972 | $10,698,049 |
Health Management Group Ltd Getzville, NY | $13,266,135 | $8,802,636 |
Roy Lichtenstein Foundation New York, NY | $85,182,586 | $2,378,185 |
Legacy Ministries International Miamisburg, OH | $19,772,122 | $9,496,870 |
Hampton Classic Horse Show Inc Bridgehampton, NY | $1,702,497 | $4,948,481 |
Peggy Mcgrath Rockefeller Foundation New York, NY | $16,278,993 | $1,905,197 |