OVERALL FAMILY FOUNDATION
https://N/ATotal Given 2016–2022
$7.3M
109 grants · $1.0M avg/year
based on 7 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$5K
typical small grants · $1K–$15K
grant size
54%
supporter · 26/48 multi-year
repeat
$6.4M
Assets · 2021
48
Distinct recipients
About
BOARD DECISION TO CLOSE FUND - FUNDS HAVE BEEN TRANSFERRED TO SCHWAB CHARITABLE FUND AS OF 12/31/22 FOR 3,945,569
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8059691254
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $293K | $5.5M | $236K | 28 |
| 2017 | $365K | $5.9M | $369K | 26 |
| 2018 | $375K | $5.3M | $344K | 24 |
| 2020 | $391K | $6.0M | $307K | 23 |
| 2021 | $295K | $6.4M | $288K | 3 |
| 2022 | $5.6M | $0 | $187K | 5 |
Grant Size Distribution
Based on 109 grants on record
Minimum
$125
25th Pctl
$1K
Median
$5K
Average
$67K
75th Pctl
$15K
Maximum
$5.5M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JACK B OVERALL | DIRECTOR & C | — |
| SHERYL V OVERALL | PRESIDENT & | — |
Grants Awarded (109 total)
| Purpose | ||||
|---|---|---|---|---|
| SCHWAB CHARITABLE FUND | SAN FRANCISCO, CA | $5,488,542 | SOCIAL & HUMAN SERVICES | 2022 |
| SCHWAB CHARITABLE FUND | SAN FRANCISCO, CA | $170,136 | SOCIAL & HUMAN SERVICES | 2021 |
| TRUCKEE DONNER LAND TRUST | TRUCKEE, CA | $125,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2020 |
| LAND TRUST FOR SB COUNTY | SANTA BARBARA, CA | $100,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2018 |
| THE YOSEMITE CONSERVANCY | SAN FRANCISCO, CA | $100,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2017 |
| THE YOSEMITE CONSERVANCY | SAN FRANCISCO, CA | $100,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2018 |
| LAND TRUST FOR SB COUNTY | SANTA BARBARA, CA | $100,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2017 |
| SANTA BARBARA FOUNDATION | SANTA BARBARA, CA | $100,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2021 |
| LAND TRUST FOR SB COUNTY | SANTA BARBARA, CA | $60,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2016 |
| THE LAND TRUST SANTA BARBARA CITY | SANTA BARBARA, CA | $52,500 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2020 |
| THE YOSEMITE CONSERVANCY | SAN FRANCISCO, CA | $50,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2016 |
| TRUCKEE DONNER LAND TRUST | TRUCKEE, CA | $50,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2018 |
| THE WILDERNESS LAND TRUST | HELENA, MT | $50,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2022 |
| CALM CHILD ABUSE LISTENING MEDIATIO | SANTA BARBARA, CA | $50,000 | SOCIAL & HUMAN SERVICES | 2020 |
| TRUCKEE DONNER LAND TRUST | TRUCKEE, CA | $50,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2017 |
| MUSIC ACADEMY OF THE WEST-IN KIND | SANTA BARBARA, CA | $37,000 | ARTS & CULTURE | 2016 |
| THE YOSEMITE CONSERVANCY | SAN FRANCISCO, CA | $25,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2020 |
| TRUCKEE DONNER LAND TRUST | TRUCKEE, CA | $25,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2016 |
| THE LAND TRUST SANTA BARBARA CITY | SANTA BARBARA, CA | $25,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2021 |
| DIRECT RELIEF INTERNATIONAL | SANTA BARBARA, CA | $25,000 | SOCIAL & HUMAN SERVICES | 2022 |
| ISSAQUAH SCHOOLS FOUNDATION | ISSAQUAH, WA | $25,000 | SOCIAL & HUMAN SERVICES | 2016 |
| LOS PADRES FOREST WATCH | SANTA BARBARA, CA | $20,250 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2016 |
| LOS PADRES FOREST WATCH | SANTA BARBARA, CA | $20,250 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2017 |
| SANTA BARBARA ZOOLOGICAL FUND | SANTA BARBARA, CA | $20,000 | ENVIRONMENTAL & WILDLIFE PROTECTION | 2020 |
| ISSAGUAH SCHOOLS FOUNDATION | BELLEVUE, WA | $20,000 | SOCIAL & HUMAN SERVICES | 2018 |