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Nonprofit · EIN 16-1526226

OVERLOOK ESTATE FOUNDATION INC

Tax-exempt · WAVERLY, PA 18471

Financials

$597K$891K2024
Revenue Expenses · by fiscal year end
Financials of OVERLOOK ESTATE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$597,041$890,810-$293,769$836,375$0$836,375
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$42,711
Interest
$91
Net gain from sales of assets
$553,942
Other income
$297

Expenses

Grants and similar amounts paid
$885,328
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$885,328
Excise tax on investment income
$8,223

Balance sheet and other

Total assets, start of year
$767,691
Total assets, end of year
$836,375
Total liabilities, end of year
$0
Net assets, end of year
$836,375
Fair market value of assets
$1,627,727
Qualifying distributions
$885,328
Net investment income
$597,041

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MORTIMER FULLER
PO BOX 101, WAVERLY, PA 18471
DIRECTOR0.5$0
AMANDA WELLMAN
5371 HAZEL ROAD, EVERGREEN, CO 80439
DIRECTOR0.5$0
TOOD WELLMAN
5371 HAZEL ROAD, EVERGREEN, CO 80439
DIRECTOR0.5$0
LIZA FULLER
6 ISLAND DRIVE, RYE, NY 10580
DIRECTOR0.5$0
KATIE FULLER
323 8TH STREET, BROOKLYN, NY 11215
DIRECTOR0.5$0
PATRICIA FULLER
355 BLACKSTONE BLVD APT 125, PROVIDENCE, RI 02906
DIRECTOR0.5$0
ROBERT OAKES
72 JOHNSWOOD ROAD, ROSLINDALE, MA 12131
DIRECTOR0.5$0
ARCH MOTT
194 QUAIL RUN ROAD, APTOS, CA 95003
DIRECTOR0.5$0
JULIANNE BARRETT
10509 WAXWING CT, KLAMATH FALLS, OR 97601
EXECUTIVE DIRECTOR
Highest-paid employee
2.5$0
ALLISON HERZBERG
2462 NW MORNING WOOD WAY, BEND, OR 97703
DIRECTOR
Highest-paid employee
0.5$0
TRACY HALLSTEAD
27 BERLIN STREET, MIDDLETOWN, CT 06457
DIRECTOR
Highest-paid employee
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 27, WAVERLY, PA 18471-0027
In care of
% PATRICIA A FULLER
Signed the 990-PF
PAUL A SILVER ESQ, TREASURER
Phone
(541) 610-3977
Return prepared by
HINCKLEY ALLEN & SNYDER LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
16-1526226
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$836,375
Income (IRS master file)
$922,846

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$597,041$890,810$836,375IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1526226).

Questions about OVERLOOK ESTATE FOUNDATION INC

What is the EIN of OVERLOOK ESTATE FOUNDATION INC?
The employer identification number (EIN) of OVERLOOK ESTATE FOUNDATION INC is 16-1526226.
Is OVERLOOK ESTATE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to OVERLOOK ESTATE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OVERLOOK ESTATE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of OVERLOOK ESTATE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OVERLOOK ESTATE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of OVERLOOK ESTATE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does OVERLOOK ESTATE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $597,041, expenses of $890,810 and total assets of $836,375 at year end.

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