Overall Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Overall Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 77-0500005

Foundation Overview

Based in Santa Barbara, CA, Overall Family Foundation has awarded 109 grants totaling $7,283,071 to organizations in California, Montana and 7 other states across the US. Individual grants range from $125 to $5,488,542, with a median award of $5,000.

Latest Tax Year
2022
Total Giving (all years)
$7,283,071
Total Assets
$0
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
5
Median Grant
$25,000
% Median Grant Decline
-75% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 20%

1 of 5 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
California

72% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Santa Barbara (70%), San Francisco (9%), Truckee (6%).

Funding Trajectory
+1798%

Strong 1798% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + Environment

Dual focus on community projects (56%) and environment, indicating strategic concentration in complementary program areas.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Overall Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Direct Relief International $25,000 Santa Barbara, CA, US Social & Human Services 2022
Montecito Foundation $500 Santa Barbara, CA, US Art Comm & Culture 2022
Santa Barbara Museum Of Art $250 Santa Barbara, CA, US Art Comm & Culture 2022
Schwab Charitable Fund $5,488,542 San Francisco, CA, US Social & Human Services 2022
The Wilderness Land Trust $50,000 Helena, MT, US Environmental & Wildlife Protection 2022
Santa Barbara Foundation $100,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2021
The Land Trust Santa Barbara City $25,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2021
Schwab Charitable Fund $170,136 San Francisco, CA, US Social & Human Services 2021
Kclu Radio $2,500 Thousand Oaks, CA, US Arts & Culture 2020
Montecito Association $500 Montecito, CA, US Arts & Culture 2020
Music Academy Of The West $6,000 Santa Barbara, CA, US Arts & Culture 2020
Santa Barbara Historical Museum $5,000 Santa Barbara, CA, US Arts & Culture 2020
Planned Parenthood $5,000 Santa Barbara, CA, US Social & Human Services 2020
Calm Child Abuse Listening Mediatio $50,000 Santa Barbara, CA, US Social & Human Services 2020
Scholarship Foundation Of Santa Bar $5,000 Santa Barbara, CA, US Social & Human Services 2020
African Wildlife Foundation $10,000 Washington, DC, US Environmental & Wildlife Protection 2020
Cheetah Conservation Fund $10,000 Alexandria, VA, US Environmental & Wildlife Protection 2020
Gaviota Coast Conservancy $2,500 Goleta, CA, US Environmental & Wildlife Protection 2020
Los Padres Forest Watch $10,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2020
Santa Barbara Zoological Fund $20,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2020
The Nature Conservancy $10,000 Arlington, VA, US Environmental & Wildlife Protection 2020
The Wilderness Land Trust $5,000 Carbondale, CO, US Environmental & Wildlife Protection 2020
The Yosemite Conservancy $25,000 San Francisco, CA, US Environmental & Wildlife Protection 2020
Truckee Donner Land Trust $125,000 Truckee, CA, US Environmental & Wildlife Protection 2020
Food Bank Of Santa Barbara County $20,000 Santa Barbara, CA, US Social & Human Services 2020
Tahoe Forest Health System Foundati $10,000 Truckee, CA, US Social & Human Services 2020
Cottage Hospital Foundation $10,000 Santa Barbara, CA, US Social & Human Services 2020
Friends Of Youth - The Garage $5,000 Issaquah, WA, US Social & Human Services 2020
Rainforest Alliance $1,000 New York, NY, US Environmental & Wildlife Protection 2020
National Wildlife Foundation $1,000 Merrifield, VA, US Environmental & Wildlife Protectio 2020
The Land Trust Santa Barbara City $52,500 Santa Barbara, CA, US Environmental & Wildlife Protection 2020
Kclu Radio $1,000 Thousand Oaks, CA, US Arts & Culture 2018
Montecito Association $500 Montecito, CA, US Arts & Culture 2018
Music Academy Of The West $5,000 Santa Barbara, CA, US Arts & Culture 2018
Santa Barbara Historical Museum $1,000 Santa Barbara, CA, US Arts & Culture 2018
Community Solutions Inc $4,515 Bloomfield, CT, US Social & Human Services 2018
Direct Relief International $5,000 Santa Barbara, CA, US Social & Human Services 2018
Issaguah Schools Foundation $20,000 Bellevue, WA, US Social & Human Services 2018
Planned Parenthood $5,000 Santa Barbara, CA, US Social & Human Services 2018
Storyteller Children's Center $15,000 Santa Barbara, CA, US Social & Human Services 2018
Scholarship Foundation Of Santa Bar $10,000 Santa Barbara, CA, US Social & Human Services 2018
African Wildlife Foundation $5,000 Washington, DC, US Environmental & Wildlife Protection 2018
American Farmland Trust $1,000 Washington, DC, US Environmental & Wildlife Protection 2018
Channel Keeper $2,500 Santa Barbara, CA, US Environmental & Wildlife Protection 2018
Cheetah Conservation Fund $10,000 Alexandria, VA, US Environmental & Wildlife Protection 2018
Cmttee Land Air Water Species $5,000 Santa Barbara, CA, US Wildlife & Environment 2018
Environmental Defense Center $1,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2018
Land Trust Alliance $1,000 Washington, DC, US Environmental & Wildlife Protection 2018
Land Trust For Sb County $100,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2018
Los Padres Forest Watch $20,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2018
Santa Barbara Zoological Fund $5,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2018
The Nature Conservancy $5,000 Arlington, VA, US Environmental & Wildlife Protection 2018
The Wilderness Land Trust $2,500 Carbondale, CO, US Environmental & Wildlife Protection 2018
The Yosemite Conservancy $100,000 San Francisco, CA, US Environmental & Wildlife Protection 2018
Truckee Donner Land Trust $50,000 Truckee, CA, US Environmental & Wildlife Protection 2018
Kclu Radio $1,000 Thousand Oaks, CA, US Arts & Culture 2017
Montecito Association $250 Montecito, CA, US Arts & Culture 2017
Music Academy Of The West $5,000 Santa Barbara, CA, US Arts & Culture 2017
Santa Barbara Historical Museum $10,000 Santa Barbara, CA, US Arts & Culture 2017
American Red Cross $1,000 Santa Barbara, CA, US Social & Human Services 2017
Direct Relief International $5,000 Santa Barbara, CA, US Social & Human Services 2017
Elings Park Foundation $1,000 Santa Barbara, CA, US Social & Human Services 2017
Manzano Day School $8,003 Nw Albuquerque, NM, US Social & Human Services 2017
Planned Parenthood $5,000 Santa Barbara, CA, US Social & Human Services 2017
Santa Barbara Foundation $5,000 Santa Barbara, CA, US Social & Human Services 2017
Scholarship Foundation Of Santa Bar $10,000 Santa Barbara, CA, US Social & Human Services 2017
African Wildlife Foundation $5,000 Washington, DC, US Environmental & Wildlife Protection 2017
American Farmland Trust $1,000 Washington, DC, US Environmental & Wildlife Protection 2017
Channel Keeper $2,500 Santa Barbara, CA, US Environmental & Wildlife Protection 2017
Cheetah Conservation Fund $10,000 Alexandria, VA, US Environmental & Wildlife Protection 2017
Cmttee Land Air Water Species $5,000 Santa Barbara, CA, US Wildlife & Environment 2017
Environmental Defense Center $1,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2017
Gaviota Coast Conservancy $5,000 Goleta, CA, US Wildlife & Environment 2017
Land Trust Alliance $1,000 Washington, DC, US Environmental & Wildlife Protection 2017
Land Trust For Sb County $100,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2017
Los Padres Forest Watch $20,250 Santa Barbara, CA, US Environmental & Wildlife Protection 2017
Santa Barbara Zoological Fund $5,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2017
The Nature Conservancy $5,000 Arlington, VA, US Environmental & Wildlife Protection 2017
The Wilderness Land Trust $2,500 Carbondale, CO, US Environmental & Wildlife Protection 2017
The Yosemite Conservancy $100,000 San Francisco, CA, US Environmental & Wildlife Protection 2017
Truckee Donner Land Trust $50,000 Truckee, CA, US Environmental & Wildlife Protection 2017
Kclu Radio $1,000 Thousand Oaks, CA, US Arts & Culture 2016
Montecito Association $250 Montecito, CA, US Arts & Culture 2016
Music Academy Of The West $10,000 Santa Barbara, CA, US Arts & Culture 2016
Music Academy Of The West-in Kind $37,000 Santa Barbara, CA, US Arts & Culture 2016
Santa Barbara Historical Museum $1,000 Santa Barbara, CA, US Arts & Culture 2016
Santa Barbara Museum Of Art $125 Santa Barbara, CA, US Arts & Culture 2016
Santa Barbara Museum Of Natural His $1,500 Santa Barbara, CA, US Arts & Culture 2016
Epilepsy Foundation Of Los Angeles $1,000 Los Angeles, CA, US Social & Human Services 2016
Issaquah Schools Foundation $25,000 Issaquah, WA, US Social & Human Services 2016
Planned Parenthood $5,000 Santa Barbara, CA, US Social & Human Services 2016
Rescue Mission $1,000 Santa Barbara, CA, US Social & Human Services 2016
Santa Barbara Foundation $5,000 Santa Barbara, CA, US Social & Human Services 2016
Scholarship Foundation Of Santa Bar $10,000 Santa Barbara, CA, US Social & Human Services 2016
That Man Might See $1,000 San Francisco, CA, US Social & Human Services 2016
African Wildlife Foundation $5,000 Washington, DC, US Environmental & Wildlife Protection 2016
American Farmland Trust $1,000 Washington, DC, US Environmental & Wildlife Protection 2016
Channel Keeper $2,500 Santa Barbara, CA, US Environmental & Wildlife Protection 2016
Cheetah Conservation Fund $15,000 Alexandria, VA, US Environmental & Wildlife Protection 2016
Environmental Defense Center $2,500 Santa Barbara, CA, US Environmental & Wildlife Protection 2016
Land Trust Alliance $1,000 Washington, DC, US Environmental & Wildlife Protection 2016
Land Trust For Sb County $60,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2016
Los Padres Forest Watch $20,250 Santa Barbara, CA, US Environmental & Wildlife Protection 2016
Santa Barbara Zoological Fund $5,000 Santa Barbara, CA, US Environmental & Wildlife Protection 2016
The Nature Conservancy $5,000 Arlington, VA, US Environmental & Wildlife Protection 2016
The Wilderness Land Trust $1,000 Carbondale, CO, US Environmental & Wildlife Protection 2016
The Yosemite Conservancy $50,000 San Francisco, CA, US Environmental & Wildlife Protection 2016
Truckee Donner Land Trust $25,000 Truckee, CA, US Environmental & Wildlife Protection 2016
Wildling Art Museum $1,000 Los Olivos, CA, US Environmental & Wildlife Protection 2016

Foundations Similar to Overall Family Foundation

Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 01-0756680 | 7 grants awarded
$0
(≈ Similar)
$6,000
median grant
Milpitas, CA
Same state
100%
Excellent match

EIN: 01-0584192 | 1 grants awarded
$0
(≈ Similar)
$10,000
median grant
Loma Linda, CA
Same state
100%
Excellent match

EIN: 01-0850018 | 32 grants awarded
$0
(≈ Similar)
$10,000
median grant
La Jolla, CA
Same state
100%
Excellent match

EIN: 01-0788855 | 96 grants awarded
$0
(≈ Similar)
$10,000
median grant
Irvine, CA
Same state
100%
Excellent match

EIN: 01-0738276 | 6 grants awarded
$0
(≈ Similar)
$5,000
median grant
San Francisco, CA
Same state
100%
Excellent match

Contact Information

Official contact details for Overall Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 77-0500005
Website N/A
Address 1362 OAK CREEK CANYON RD Santa Barbara, CA 93108-1247

Key People (2)

Board members, trustees, and key staff who oversee Overall Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director & C Jack B Overall
President & Sheryl V Overall

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Overall Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Application Status
Based on its IRS Form 990-PF filings, this foundation accepts unsolicited grant applications, meaning eligible organizations can apply directly without a prior relationship.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.