Nonprofit · EIN 75-1793068
OVERLAKE FOUNDATION INC
Tax-exempt · VICTORIA, TX 77902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $887,039 | $580,983 | $306,056 | $7,465,764 | $4,329 | $7,461,435 |
| November 30, 2024 | 990-PF | $568,854 | $516,459 | $52,395 | $7,153,285 | -$2,094 | $7,155,379 |
| November 30, 2023 | 990-PF | $713,336 | $540,933 | $172,403 | $7,106,999 | $4,015 | $7,102,984 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $311,794
- Interest
- $886
- Net gain from sales of assets
- $574,359
Expenses
- Grants and similar amounts paid
- $568,575
- Disbursements for charitable purposes
- $568,575
- Excise tax on investment income
- $12,329
Balance sheet and other
- Total assets, start of year
- $7,153,285
- Total assets, end of year
- $7,465,764
- Total liabilities, end of year
- $4,329
- Net assets, end of year
- $7,461,435
- Fair market value of assets
- $13,218,405
- Qualifying distributions
- $568,575
- Net investment income
- $887,039
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN C ANDERSON PO BOX 2549, VICTORIA, TX 77902 | PRESIDENT | 0 | $0 |
| MICHAEL S ANDERSON PO BOX 2549, VICTORIA, TX 77902 | VP,ASST TRES | 0 | $0 |
| THOMAS L KELLER PO BOX 2549, VICTORIA, TX 77902 | SECRY,TREAS | 0 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN C ANDERSON PO BOX 2549, VICTORIA, TX 77902 | PRESIDENT | 0 | $0 |
| MICHAEL S ANDERSON PO BOX 2549, VICTORIA, TX 77902 | VP,ASST TRES | 0 | $0 |
| THOMAS L KELLER PO BOX 2549, VICTORIA, TX 77902 | SECRY,TREAS | 0 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN C ANDERSON PO BOX 2549, VICTORIA, TX 77902 | PRESIDENT | 0 | $0 |
| MICHAEL S ANDERSON PO BOX 2549, VICTORIA, TX 77902 | VP,ASST TRES | 0 | $0 |
| THOMAS L KELLER PO BOX 2549, VICTORIA, TX 77902 | SECRY,TREAS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2549, VICTORIA, TX 77902-2549
- Signed the 990-PF
- STEVEN C ANDERSON, PRESIDENT
- Phone
- (361) 573-4383
- Return prepared by
- KELLER & ASSOCIATES CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-1793068
- 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
- 1982
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,465,764
- Income (IRS master file)
- $1,087,093
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $887,039 | $580,983 | $7,465,764 | XML |
| 990-PF | November 2024 | $568,854 | $516,459 | $7,153,285 | XML |
| 990-PF | November 2023 | $713,336 | $540,933 | $7,106,999 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | 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 75-1793068).
Questions about OVERLAKE FOUNDATION INC
- What is the EIN of OVERLAKE FOUNDATION INC?
- The employer identification number (EIN) of OVERLAKE FOUNDATION INC is 75-1793068.
- Is OVERLAKE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to OVERLAKE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OVERLAKE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OVERLAKE FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OVERLAKE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of OVERLAKE FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OVERLAKE FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $887,039, expenses of $580,983 and total assets of $7,465,764 at year end.
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