Overlook Estate Foundation Inc
- Assets
- $981.7k
- Revenue
- $198.7k
- Investments
- $1.1m
- Employees
- 0
- Location
- Waverly, PA
- Founding
- 01/1998
- Data as of
- 12/2022
- 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 12/2022, Overlook Estate Foundation Inc generated $198.7k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 12.3% each year . All expenses for the organization totaled $338.1k during the year ending 12/2022. While expenses have increased by 19.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Overlook Estate Foundation Inc has awarded 133 individual grants totaling $1,345,708. 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
2022
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 |
|---|---|---|---|
Mortimer Fuller Director | 0.5 | $0 | |
Amanda Wellman Director | 0.5 | $0 | |
Tood Wellman Director | 0.5 | $0 | |
Liza Fuller Director | 0.5 | $0 | |
Katie Fuller Director | 0.5 | $0 | |
Patricia Fuller Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $57,140 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $141,532 |
| Capital Gain Net Income | $141,532 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $198,672 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $7,800 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $30 |
| Total operating and administrative expenses | $44,843 |
| Contributions, gifts, grants paid | $293,250 |
| Total expenses and disbursements | $338,093 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$179,127 |
| Savings and temporary cash investments | $83,780 |
| 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 | $981,703 |
| 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 $293,250 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
ABINGTON AREA JOINT RECREC BOARD PURPOSE: PROGRAM SUPPORT | $5,000 |
COUNTRYSIDE CONSERVANCY PURPOSE: PROGRAM SUPPORT | $20,000 |
EVERHART MUSEUM PURPOSE: PROGRAM SUPPORT | $7,000 |
FOOD DIGNITY PROJECT PURPOSE: PROGRAM SUPPORT | $10,000 |
FRACTURED ATLAS PURPOSE: PROGRAM SUPPORT | $23,500 |
KEYSTONE COLLEGE PURPOSE: PROGRAM SUPPORT | $15,500 |