Overaa Family Group
- Assets
- $1.3m
- Revenue
- $92.8k
- Investments
- $1.2m
- Employees
- 0
- Location
- Lafayette, CA
- Founding
- 10/1997
- Data as of
- 12/2023
- EIN
- 68-0396816
Organization Overview
Overaa Family Group is located in Lafayette, CA. The organization was established in 1997. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Overaa Family Group is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Overaa Family Group generated $92.8k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $97.7k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Overaa Family Group has awarded 123 individual grants totaling $704,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION'S ONLY MAJOR ACTIVITY IS TO PROVIDE FUNDS TO OTHER CHARITABLE ORGANIZATIONS. DURING THE CURRENT YEAR, FUNDS WERE PROVIDED TO 13 CHARITABLE ORGANIZATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gerald D Overaa Chairperson | 1 | $0 | |
Carl D Overaa Trustee | 1 | $0 | |
Kara Overaa Gragg Trustee | 1 | $0 | |
Julia L Overaa Powell Trustee | 1 | $0 | |
Erin Overaa Dissman Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $68 |
| Dividends & Interest | $16,815 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $75,882 |
| Capital Gain Net Income | $75,882 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $92,765 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $991 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,813 |
| Total operating and administrative expenses | $14,679 |
| Contributions, gifts, grants paid | $83,000 |
| Total expenses and disbursements | $97,679 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $57,716 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $25,000 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,328,767 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Overaa Family Group has awarded $86,000 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
ACALANES BOOSTERS CLUB PURPOSE: EDUCATION | $5,000 |
ALS THERAPY DEVELOPMENT INSTITUTE PURPOSE: MEDICAL | $12,000 |
BAY AREA RESCUE MISSION PURPOSE: TO HELP THE HOMELESS | $2,000 |
BE THE MATCH PURPOSE: MEDICAL | $3,000 |
FRIENDS OF SAN ANSELMO LIBRARY PURPOSE: EDUCATION | $2,000 |
CANCER SUPPORT COMMUNITY SAN FRANCISCO PURPOSE: MEDICAL | $10,000 |