STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

OVERLAKE FUND

2024 · Form 990PF · revenue $381.6M · expenses $505K · assets $381.1M

EIN
33-2480614
Address
50 LAKESIDE AVE BOX 118 H33, BURLINGTON, VT 05401
NTEE code
-
Subsection
-
Ruling year
-
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

No one listed on these returns was paid.

Unpaid officers and directors · 2 people
NameLatest titleYearsOrganizations
Debra L Gottesman DIRECTOR AND SECRETARY2024 2
William L Gottesman DIRECTOR, PRESIDENT, AND TREASURER2024 2

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM L GOTTESMAN DIRECTOR, PRESIDENT, AND TREASURER0 $0-$0 $02
DEBRA L GOTTESMAN DIRECTOR AND SECRETARY0 $0-$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 4 grants to organizations · $411K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 2 contributors · $376.3M
#ContributorTypeCity, stateTotalNoncashSource
2 THE GOTTESMAN FUND Fuzzy 0.79 Organization or other NEW YORK, NY $376,087,762- Form 990PF Sch. B, 2024 · filing
1 WILLIAM L GOTTESMAN REV TRUST Organization or other NEW YORK, NY $187,757$187,757 Form 990PF Sch. B, 2024 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-08-31 · view filing · original 990 ↗
$381,589,652$504,572 $381,085,814$381,085,081 $376,275,519- $0--

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $504,572 spent · pay $0 · grants $411,334 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $411,334 81.5%
Fees: legal $75,230 14.9%
Other expenses $17,492 3.5%
Fees: other professional $516 0.1%
Total$504,572100%

View the filing