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Form 990-PFTax year 2024EIN 33-2480614

Overlake Fund

A private foundation in Burlington, VT. Its return for tax year 2024 lists 4 grants and $411,334 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Aug 31, 2025), 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

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

1 return on file

Tax year 2024 is the only return we have read for this foundation so far.

  • Tax year 2024

    $411,334

    Grants listed
    4
    Assets, end of year
    $381,085,814

Grants paid in 2024

4 grants, largest first

As listed on the return.

  1. University of Vermont FoundationBurlington, VT

    To support research, education, and other initiatives of vermont complex systems institute

    $333,334
  2. University of Vermont FoundationBurlington, VT

    To support hillel at the university of vermont

    $45,000
  3. University of Wisconsin FoundationMadison, WI

    To support science and health research

    $25,000
  4. Jewish Communities of VermontBurlington, VT

    To support general operations and the library

    $8,000

Where the money goes

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

  1. Education1 grant $25,00076% of the total
  2. Religion1 grant $8,00024% of the total

By State

Grants to organizations with a US address, latest year.

  1. Vermont3 grants $386,334
  2. Wisconsin1 grant $25,000

Officers, directors and trustees

2 people as filed

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

  • William L GottesmanDIRECTOR, PRESIDENT, AND TREASURER Hours 0Pay $0
  • Debra L GottesmanDIRECTOR AND SECRETARY Hours 0Pay $0

The return

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