Overlake Foundation Inc

Victoria, TX
Tax-exempt since Feb. 1982
EIN: 75-1793068

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$569k (2024)

Expenses

$516k (2024)

Total Assets

$7.15M (2024)

Total Liabilities

−$2.09k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$568,854

Expenses

$516,459

Net Income

$52,395

Net Assets

$7,155,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,782	2.4%
Dividends	$271,430	47.7%
Sales of Assets	$283,642	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$508,500	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,153,285
Total Liabilities	-$2,094
Net Assets	$7,155,379

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

990-PF

Filed on Feb. 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2023

Revenue

$713,336

Expenses

$540,933

Net Income

$172,403

Net Assets

$7,102,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,079	0.7%
Dividends	$224,607	31.5%
Sales of Assets	$483,650	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$531,000	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,106,999
Total Liabilities	$4,015
Net Assets	$7,102,984

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

990-PF

Filed on Feb. 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2022

Revenue

$421,046

Expenses

$593,445

Net Income

-$172,399

Net Assets

$6,930,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$655	0.2%
Dividends	$270,962	64.4%
Sales of Assets	$149,429	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$587,500	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,924,932
Total Liabilities	-$5,649
Net Assets	$6,930,581

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

990-PF

Filed on Feb. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2021

Revenue

$823,988

Expenses

$495,690

Net Income

$328,298

Net Assets

$7,102,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42	0.0%
Dividends	$210,196	25.5%
Sales of Assets	$613,750	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$482,333	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,099,707
Total Liabilities	-$3,273
Net Assets	$7,102,980

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

990-PF

Filed on April 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2020

Revenue

$735,543

Expenses

$493,823

Net Income

$241,720

Net Assets

$6,774,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55	0.0%
Dividends	$195,496	26.6%
Sales of Assets	$539,992	73.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,613	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,786,221
Total Liabilities	$11,539
Net Assets	$6,774,682

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

990-PF

Filed on March 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2019

Revenue

$305,161

Expenses

$478,399

Net Income

-$173,238

Net Assets

$6,532,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,195	0.4%
Dividends	$234,188	76.7%
Sales of Assets	$69,778	22.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$471,649	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,520,276
Total Liabilities	-$12,686
Net Assets	$6,532,962

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

990-PF

Filed on Feb. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2018

Revenue

$786,744

Expenses

$462,928

Net Income

$323,816

Net Assets

$6,706,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,119	0.1%
Dividends	$227,638	28.9%
Sales of Assets	$557,987	70.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$442,921	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,713,048
Total Liabilities	$6,848
Net Assets	$6,706,200

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Donald J Malouf (Vp,Asst Secr)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

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990-PF

Filed on March 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2017

Revenue

$438,333

Expenses

$446,488

Net Income

-$8,155

Net Assets

$6,382,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94	0.0%
Dividends	$187,160	42.7%
Sales of Assets	$251,079	57.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$435,106	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,385,997
Total Liabilities	$3,613
Net Assets	$6,382,384

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Donald J Malouf (Vp,Asst Secr)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

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990-PF

Filed on March 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$509,655

Expenses

$451,500

Net Income

$58,155

Net Assets

$6,390,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.0%
Dividends	$180,993	35.5%
Sales of Assets	$328,626	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$444,321	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,391,064
Total Liabilities	$525
Net Assets	$6,390,539

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Donald J Malouf (Vp,Asst Secr)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

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990-PF

Filed on Feb. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2015

Revenue

$455,971

Expenses

$444,138

Net Income

$11,833

Net Assets

$6,332,384

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.0%
Dividends	$198,295	43.5%
Sales of Assets	$257,640	56.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,927	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,328,582
Total Liabilities	-$3,802
Net Assets	$6,332,384

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Donald J Malouf (Vp,Asst Secr)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

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990-PF

Filed on April 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2014

Revenue

$434,288

Expenses

$425,579

Net Income

$8,709

Net Assets

$6,320,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$184,784	42.5%
Sales of Assets	$249,477	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$401,548	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,323,356
Total Liabilities	$2,805
Net Assets	$6,320,551

Compensation

Key Employees and Officers	Compensation	Other
Steven C Anderson (President)	$0	$0
Michael S Anderson (Vp,Asst Tres)	$0	$0
Donald J Malouf (Vp,Asst Secr)	$0	$0
Thomas L Keller (Secry,Treas)	$0	$0

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990-PF

Filed on March 19, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2013

Revenue

$293,843

Expenses

$347,137

Net Income

-$53,294

Net Assets

$6,311,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.0%
Dividends	$168,418	57.3%
Sales of Assets	$125,382	42.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$323,000	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,314,983
Total Liabilities	$3,141
Net Assets	$6,311,842

990-PF

Filed on March 27, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2012

Revenue

$246,317

Expenses

$436,137

Net Income

-$189,820

Net Assets

$6,365,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.0%
Dividends	$160,984	65.4%
Sales of Assets	$85,235	34.6%
Other Income	$60	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$414,500	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,362,883
Total Liabilities	-$2,253
Net Assets	$6,365,136

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$243,181

Expenses

$278,912

Net Income

-$35,731

Net Assets

$6,554,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$193	0.1%
Dividends	$152,389	62.7%
Sales of Assets	$90,599	37.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,384	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,557,830
Total Liabilities	$2,874
Net Assets	$6,554,956

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Overlake Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $569k (2024)

Expenses $516k (2024)

Total Assets $7.15M (2024)

Total Liabilities −$2.09k (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$569k (2024)

Expenses

$516k (2024)

Total Assets

$7.15M (2024)

Total Liabilities

−$2.09k (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001