The Pennsylvania State Capitol

Form 990-PFTax year 2024EIN 16-1526226

Overlook Estate Foundation

A private foundation in Waverly, PA. Its return for tax year 2024 lists 20 grants and $885,328 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Julianne Barrett
329 Barnhill Road
Waverly, PA 18471
(541) 610-3977
[email protected]
Form and materials
No specific form
Deadlines
October 1
Restrictions
No restrictions

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $885,328

    Grants listed
    20
    Assets, end of year
    $836,375
  • Tax year 2022

    $293,250

    Grants listed
    23
    Assets, end of year
    $981,703
  • Tax year 2021

    $216,633

    Grants listed
    26
    Assets, end of year
    $1,259,128
  • Tax year 2020

    $220,834

    Grants listed
    24
    Assets, end of year
    $1,342,974
  • Tax year 2019

    $214,165

    Grants listed
    21
    Assets, end of year
    $1,499,907
  • Tax year 2018

    $131,300

    Grants listed
    16
    Assets, end of year
    $1,597,093

Grants paid in 2024

20 grants, largest first

As listed on the return.

  1. Penn StateUniversity Park, PA

    Program support

    $750,000
  2. Waverly Community HouseWaverly, PA

    Program support

    $17,700
  3. United Neighborhood Center of NepaScranton, PA

    Program support

    $15,000
  4. Women's Resource Center IncScranton, PA

    Program support

    $15,000
  5. Countryside ConservancyLa Plume, PA

    Program support

    $12,600
  6. The Philharmonic Society of Northeastern PennWilkesbarre, PA

    Program support

    $10,000
  7. Maisha Holistic Africa FoundationKampaia, Uganda

    Program support

    $8,400
  8. Outreach Center for Community ResourcesScranton, PA

    Program supportprogram support

    $7,500
  9. Lewa Wildlife ConservancyNew York, NY

    Program support

    $6,300
  10. The Gathering PlaceClarks Summit, PA

    Program support

    $5,928
  11. Lacawac Sanctuary FoundationLake Ariel, PA

    Program support

    $5,000
  12. Wyoming Country Cultural Center IncTunkhannock, PA

    Program support

    $5,000
  13. The Lands at Hillside FarmsShavertown, PA

    Program support

    $4,600
  14. Highlights Foundation IncMilanville, PA

    Program support

    $4,000
  15. Everhart MuseumScranton, PA

    Program support

    $4,000
  16. Abington Area Joint Recreation BoardS Abingtn TWP, PA

    Program support

    $3,800
  17. The University of ScrantonScranton, PA

    Program support

    $3,500
  18. The Scranton Cultural Center at the Masonic TempleScranton, PA

    Program Support

    $3,000
  19. Seredipity Therapeutic Riding CenterHunlock Creek, PA

    Program support

    $2,000
  20. Fractured AtlasHartsdale, NY

    Program supportPROGRAM SUPPORT

    $2,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Community development1 grant $17,70031% of the total
  2. Environment2 grants $17,60031% of the total
  3. Human services1 grant $7,50013% of the total
  4. Food and agriculture1 grant $4,6008% of the total
  5. Sports and recreation1 grant $3,8007% of the total
  6. Education1 grant $3,5006% of the total
  7. 1 other causes1 grant $3,0005% of the total

By State

Grants to organizations with a US address, latest year.

  1. Pennsylvania17 grants $868,628
  2. New York2 grants $8,300

Officers, directors and trustees

8 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Mortimer FullerDIRECTOR Hours 0.5Pay $0
  • Amanda WellmanDIRECTOR Hours 0.5Pay $0
  • Tood WellmanDIRECTOR Hours 0.5Pay $0
  • Liza FullerDIRECTOR Hours 0.5Pay $0
  • Katie FullerDIRECTOR Hours 0.5Pay $0
  • Patricia FullerDIRECTOR Hours 0.5Pay $0
  • Robert OakesDIRECTOR Hours 0.5Pay $0
  • Arch MottDIRECTOR Hours 0.5Pay $0

The return

More foundations

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Same main cause (community development), giving between a quarter and four times this foundation’s where possible, nearby first.

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  5. The Joan W Rhame FoundationPittsburgh, PA 1 grant Preselected only $500,000 giving