Overall Family Foundation
- Assets
- $0.0
- Revenue
- $187.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Santa Barbara, CA
- Founding
- 03/1999
- Data as of
- 12/2022
- EIN
- 77-0500005
Organization Overview
Overall Family Foundation is located in Santa Barbara, CA. The organization was established in 1999. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Overall Family Foundation 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 12/2022, Overall Family Foundation generated $187.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (6.4%) each year. All expenses for the organization totaled $5.6m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Overall Family Foundation has awarded 142 individual grants totaling $7,858,317. 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
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
ENVIRONMENTAL AND WILDLIFE PROTECTION: PUBLIC CHARITIES RECEIVED FUNDS TO CONTINUE THEIR WORK TO PROTECT THE ENVIRONMENT AND WILDLIFE.
SOCIAL AND HUMAN SERVICES: PUBLIC CHARITIES RECEIVED FUNDS TO CONTINUE THEIR WORK IN ASSISTING STUDENTS, IMPROVING INTERNATIONAL HEALTHCARE, WOMEN'S EDUCATION AND CARE, IMPROVERISHED INDIVIDUALS AND PROVIDE PREGNANCY SERVICES.
ARTS AND CULTURE: PUBLIC CHARITIES RECEIVED FUNDS TO CONTINUE THEIR WORK IN PRESERVING ART AND CULTURE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jack B Overall Director & C | 0 | $0 | |
Sheryl V Overall President & | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $11,961 |
| Dividends & Interest | $83,075 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $91,960 |
| Capital Gain Net Income | $86,558 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $186,996 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,114 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $7,159 |
| Total operating and administrative expenses | $15,768 |
| Contributions, gifts, grants paid | $5,564,292 |
| Total expenses and disbursements | $5,580,060 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| 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 | $0 |
| 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, Overall Family Foundation has awarded $5,564,292 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
DIRECT RELIEF INTERNATIONAL PURPOSE: SOCIAL & HUMAN SERVICES | $25,000 |
MONTECITO FOUNDATION PURPOSE: ART COMM & CULTURE | $500 |
SANTA BARBARA MUSEUM OF ART PURPOSE: ART COMM & CULTURE | $250 |
THE WILDERNESS LAND TRUST PURPOSE: ENVIRONMENTAL & WILDLIFE PROTECTION | $50,000 |
SCHWAB CHARITABLE FUND PURPOSE: SOCIAL & HUMAN SERVICES | $5,488,542 |