OVERTON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OVERTON FAMILY FOUNDATION (EIN 20-0081041)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-16
- IRS object ID
- 202432299349100008
- Schema version
- 2023v5.1
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-16T09:59:06-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261830726 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILFORE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 652 INDEPENDENCE PARKWAY STE 110 | AddressLine1Txt |
| City | CHESAPEAKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200081041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 7579359070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5859 HARBOUR VIEW BLVD 300 | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALTON S OVERTON | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7579359070 | PhoneNum |
| Signature | 2024-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTOR R WILFORE | PreparerPersonNm |
| PTIN | P01302187 | PTIN |
| Phone | 7574560111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,481,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $199,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,090 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $243,090 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $942,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $442,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $501,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $441,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $442,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $7,021,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,463,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,481,199 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,021,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,463,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,481,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,021,950 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,463,127 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,021,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,463,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,021,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,463,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,021,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $441,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,463,127 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,463,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML STOCK SALES | P | 2023-01-01 | 2023-12-31 | -$5,115 | -$5,115 |
| ML STOCK SALES | P | 2015-12-15 | 2023-12-31 | $248,205 | $248,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,090 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,148 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,148 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,350 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,350 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,202 | OverpaymentAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTON S OVERTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7579359070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5859 HARBOUR VIEW BLVD SUITE 300 | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J OVERTON | ||||||||
| 5859 HARBOUR VIEW BLVD STE 300 | SUFFOLK | VA | 23435 | TREASURER | 0.00 | $0 | $0 | $0 |
| ALTON S OVERTON | ||||||||
| 5859 HARBOUR VIEW BLVD STE 300 | SUFFOLK | VA | 23435 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JEFFEREY S BENSON | ||||||||
| 5859 HARBOUR VIEW BLVD STE 300 | SUFFOLK | VA | 23435 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,219,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $428,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,648,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,648,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,533,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,148 | TotalTaxAmt |
| Distributable Before Adj | $370,520 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $370,520 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $370,520 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,866 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,866 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $367,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,386 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVANCING NATIVE MISSIONS | ||||||
| PO BOX 5303 | CHARLOTTESVILLE | VA | 22905 | N/A | OUTREACH MINISTRIES | $25,000 |
| BETHANY CHRISTIAN SERVICES INC | ||||||
| 901 EASTERN AVENUE NE | GRAND RAPIDS | MI | 49503 | N/A | OUTREACH MINISTRIES | $5,000 |
| BIBLE STUDY INTERNATIONAL MINISTRY INC | ||||||
| 42487 BELMONT GLEN PLACE | ASHBURN | VA | 20149 | N/A | OUTREACH MINISTRIES | $10,000 |
| CEF OF VIRGINIA INC | ||||||
| PO BOX 1376 | ASHLAND | VA | 23005 | N/A | OUTREACH MINISTRIES | $2,000 |
| CONCERNED WOMEN FOR AMERICA | ||||||
| 1000 N PAYNE STREET | ALEXANDRIA | VA | 22314 | N/A | OUTREACH MINISTRIESOUTREACH MINISTRIES | $12,500 |
| COALITION AGAINST POVERTY | ||||||
| 157 N MAIN STREET | SUFFOLK | VA | 23434 | N/A | OUTREACH MINISTRIES | $2,500 |
| CRISIS PREGNANCY CENTER | ||||||
| 1100 MADISON PLAZA STE 104-A | CHESAPEAKE | VA | 23320 | N/A | OUTREACH MINISTRIES | $16,500 |
| FREEDOM 424 | ||||||
| 110 B DUNCRAIG DRIVE | LYNCHBURG | VA | 24502 | N/A | OUTREACH MINISTRIES | $6,000 |
| HARVEST FELLOWSHIP | ||||||
| 19290 BATTERY PARK RD | SMITHFIELD | VA | 23430 | N/A | OUTREACH MINISTRIESOUTREACH MINISTRIESOUTREACH MINISTERIES | $10,000 |
| HOPE FOR SUFFOLK | ||||||
| 3488 GODWIN BLVD | SUFFOLK | VA | 23434 | N/A | OUTREACH MINISTRIES | $15,000 |
| JUST A PREACHER MINISTRIES INC | ||||||
| 1251 SEMINOLE DR | INDIAN HARBOUR BEACH | FL | 32937 | N/A | OUTREACH MINISTRIES | $35,000 |
| LIBERTY BAPTIST CHURCH | ||||||
| 1021 BIG BETHEL ROAD | HAMPTON | VA | 23666 | N/A | OUTREACH MINISTRIESTRAINING AND RESOURCES OUTREACH MINISTRIES | $24,000 |
| LORD MUSIC INC | ||||||
| 745 ERIN DRIVE | STOCKBRIDGE | GA | 30281 | N/A | OUTREACH MINISTRIES | $2,500 |
| LTI | ||||||
| PO BOX 9882 | CHESAPEAKE | VA | 23321 | N/A | OUTREACH MINISTRIES | $4,500 |
| MERCY CHEFS INC | ||||||
| 4240 PORTSMOUTH BLVD 402 | CHESAPEAKE | VA | 23321 | N/A | OUTREACH MINISTRIES | $23,500 |
| NEIGHBORHOOD | ||||||
| PO BOX 5731 | CHESAPEAKE | VA | 23324 | N/A | OUTREACH MINISTRIES | $17,500 |
| FULLY ALIVE CHURCH | ||||||
| 1935 JOLIFF ROAD | CHESAPEAKE | VA | 23321 | N/A | OUTREACH MINISTRIES | $10,000 |
| NEW LIFE MINISTRIES | ||||||
| PO BOX 1029 | LAKE FORREST | CA | 92609 | N/A | OUTREACH MINISTRIES | $10,000 |
| OPERATIONS BLESSING INTERNATIONAL | ||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | N/A | OUTREACH MINISTRIES | $7,500 |
| PAUL TRIPP MINISTRIES INC | ||||||
| 7214 FRANKFORD AVE | PHILADELPHIA | PA | 19135 | N/A | OUTREACH MINISTRIES | $15,000 |
| PEACHTREE CHRISTIAN HOSPICE | ||||||
| 3430 DULUTH PARK LANE | DULUTH | GA | 30096 | N/A | OUTREACH MINISTRIES | $2,500 |
| PRD INC | ||||||
| 448 THISTLEY LANE | CHESAPEAKE | VA | 23322 | N/A | OUTREACH MINISTRIES | $22,500 |
| PRISON FELLOWSHIP | ||||||
| 44180 RIVERSIDE PARKWAY | LANDSTOWNE | VA | 20176 | N/A | OUTREACH MINISTRIES | $500 |
| RIVER OAK CHURCH | ||||||
| 140 KEMPSVILLE ROAD | CHESAPEAKE | VA | 23320 | N/A | OUTREACH MINISTRIES | $14,500 |
| SAMARITAN PURSE | ||||||
| PO BOX 6397 | VIRGINIA BEACH | VA | 23456 | N/A | OUTREACH MINISTRIES | $2,000 |
| REACH ROMANIA INC | ||||||
| PO BOX 697 | OCALA | FL | 34478 | N/A | OUTREACH MINISTRIES | $10,000 |
| THE PUSH CENTER | ||||||
| 36 CREEKSIDE DRIVE | PORTSMOUTH | VA | 23701 | N/A | OUTREACH MINISTRIES | $5,000 |
| UNION MISSION | ||||||
| PO BOX 3203 | NORFOLK | VA | 23514 | N/A | OUTREACH MINISTRIES | $65,000 |
| VIRGINIA BEACH JUSTICE INITIATIVE | ||||||
| PO BOX 3018 | CHESAPEAKE | VA | 23327 | N/A | OUTREACH MINISTRIES | $8,500 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | OUTREACH MINISTRIES | $15,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $442,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $442,272 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERTON GROUP INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5859 HARBOUR VIEW BLVD SUITE 300 | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $7,463,127 | BookValueAmt |
| EOYFMV | $8,481,199 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $90,660 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10,360 | $0 | $0 |
| INCOME TAXES | $50 | $0 | $0 |
| STATE REGISTRATION | $25 | $0 | $0 |