STRATEGY STUDIO / PUBLIC DATA EXPLORER

OVERTON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
OVERTON FAMILY FOUNDATION (EIN 20-0081041)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-27
IRS object ID
202102399349100220
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-08-27T14:26:52-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261830726PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILFORE & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1652 INDEPENDENCE PARKWAY STE 110AddressLine1Txt
CityCHESAPEAKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP23320ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200081041EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OVERTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOVERBusinessNameControlTxt
Phone7579359070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15859 HARBOUR VIEW BLVD NO 300AddressLine1Txt
CitySUFFOLKCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23435ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALTON S OVERTONPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7579359070PhoneNum
Signature2021-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALTONPersonFirstNm
Person LastOVERTONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTOR R WILFOREPreparerPersonNm
PTINP01302187PTIN
Phone7574560111PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,406,785FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$325,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$148,866DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,866DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,521NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$73,521CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$547,387TotalRevAndExpnssAmt
Total Net Invst Incm$222,387TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$6,083TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$67,251OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,334TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$362,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$362,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$435,834TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$362,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$111,553ExcessRevenueOverExpensesAmt
Net Investment Income$222,387NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$5,988,041OtherInvestmentsBOYAmt
Other Investments EOY$6,099,594OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,406,785OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,988,041TotalAssetsBOYAmt
Total Assets EOY$6,099,594TotalAssetsEOYAmt
Total Assets EOYFMV$7,406,785TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,988,041RetainedEarningBOYAmt
Retained Earning EOY$6,099,594RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,988,041TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,099,594TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,988,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,099,594TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,988,041TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$111,553ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,099,594SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,099,594TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ML STOCK SALES2020-01-022020-12-31-$55,887-$55,887
ML STOCK SALES2015-12-152020-12-31$129,408$129,408
FieldValueIRS element (for citing)
Capital Gain Net Income$73,521CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,091InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,091SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,091TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,781EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,781TotalPaymentsAndCreditsAmt
Es Penalty$16EsPenaltyAmt
Tax Due$1,326TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALTON S OVERTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7579359070PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15859 HARBOUR VIEW BLVD SUITE 300AddressLine1Txt
CitySUFFOLKCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23435ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM S OVERTON
5859 HARBOUR VIEW BLVD STE 300SUFFOLKVA23435PRESIDENT0.00$0$0$0
WILLIAM J OVERTON
5859 HARBOUR VIEW BLVD STE 300SUFFOLKVA23435TREASURER0.00$0$0$0
ALTON S OVERTON
5859 HARBOUR VIEW BLVD STE 300SUFFOLKVA23435VICE-PRESIDENT0.00$0$0$0
JEFFEREY S BENSON
5859 HARBOUR VIEW BLVD STE 300SUFFOLKVA23435SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,636,851AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$797,012AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,433,863TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,433,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,337,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$316,868MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$316,868MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,091TaxBasedOnInvestmentIncomeAmt
Total Tax$3,091TotalTaxAmt
Distributable Before Adj$313,777DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$313,777DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$313,777DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$362,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$362,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$362,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$313,777DistributableAsAdjustedAmt
Undistributed Income PY$136,601UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$362,500QualifyingDistributionsAmt
Applied To Year1$136,601AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$225,899AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$87,878UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVANCING NATIVE MISSIONS
PO BOX 5303CHARLOTTESVILLEVA22905N/AOUTREACH MINISTRIES$10,000
CEF OF VIRGINIA INC
PO BOX 1376ASHLANDVA23005N/AOUTREACH MINISTRIES$5,500
CRISIS PREGNANCY CENTER
1100 MADISON PLAZA STE 104-ACHESAPEAKEVA23320N/AOUTREACH MINISTRIES$4,500
FAITH BIBLE COLLEGE
6330 NEWTOWN ROAD STE 211NORFOLKVA23502N/AOUTREACH MINISTRIES$5,000
ONE27 INC
6900 LEYTON PLACESUFFOLKVA23435N/AOUTREACH MINISTRIES$2,500
FREEDOM 424
110 B DUNCRAIG DRIVELYNCHBURGVA24502N/AOUTREACH MINISTRIES$2,500
GLAD TIDINGS INDIA
1453 FIRST AVEYORKPA17403N/AOUTREACH MINISTRIESTRAINING AND RESOURCES OUTREACH MINISTRIESOUTREACH MINISTERIES$10,000
HARVEST FELLOWSHIP
19290 BATTERY PARK RDSMITHFIELDVA23430N/AOUTREACH MINISTRIESOUTREACH MINISTRIESOUTREACH MINISTERIES$18,000
JUST A PREACHER MINISTRIES INC
1251 SEMINOLE DRINDIAN HARBOUR BEACHFL32937N/AOUTREACH MINISTRIES$30,000
LIBERTY BAPTIST CHURCH
1021 BIG BETHEL ROADHAMPTONVA23666N/AOUTREACH MINISTRIESTRAINING AND RESOURCES OUTREACH MINISTRIES$27,500
LTI
PO BOX 9882CHESAPEAKEVA23321N/AOUTREACH MINISTRIES$7,500
MERCY CHEFS INC
4240 PORTSMOUTH BLVD 402CHESAPEAKEVA23321N/AOUTREACH MINISTRIES$15,000
MOUNTAIN OF LIGHT INC
1326 S RIDGEWOOD AVE STE 22DAYTONA BEACHFL32114N/AOUTREACH MINISTRIES$2,500
NELLY'S HOUSE INC
P O BOX 656SIMPSONVILLESC29681N/AOUTREACH MINISTRIES$15,000
NEW LIFE MINISTRIES
PO BOX 1029LAKE FORRESTCA92609N/AOUTREACH MINISTRIES$10,000
OPERATIONS BLESSING INTERNATIONAL
977 CENTERVILLE TURNPIKEVIRGINIA BEACHVA23463N/AOUTREACH MINISTRIES$2,500
PAUL TRIPP MINISTRIES INC
7214 FRANKFORD AVEPHILADELPHIAPA19135N/AOUTREACH MINISTRIES$10,000
LIBERTY UNIVERSITY
1971 UNIVERSITY BLVDLYNCHBURGVA24502N/AOUTREACH MINISTRIES$5,000
PRD INC
448 THISTLEY LANECHESAPEAKEVA23322N/AOUTREACH MINISTRIES$25,000
RIVER OAK CHURCH
140 KEMPSVILLE ROADCHESAPEAKEVA23320N/AOUTREACH MINISTRIES$25,000
SEMILLA INC
4322 ONEFORD PLCHESAPEAKEVA23321N/AOUTREACH MINISTRIES$5,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/AOUTREACH MINISTRIES$7,500
STONEBRIDGE SCHOOL
1629A JOLLIFF RDCHESAPEAKEVA23321N/ATRAINING AND RESOURCES OUTREACH MINISTRIES$12,500
UNION MISSION
PO BOX 3203NORFOLKVA23514N/AOUTREACH MINISTRIES$40,000
URBAN DISCOVERY MINISTRIES INC
PO BOX 6381NORFOLKVA23508N/AOUTREACH MINISTRIES$5,000
VIRGINIA BEACH JUSTICE INITIATIVE
PO BOX 3018CHESAPEAKEVA23327N/AOUTREACH MINISTRIES$4,500
WESTMINISTER REFORMED PRESBETERIAN
3488 GODWIN BLVDSUFFOLKVA23434N/AOUTREACH MINISTRIESOUTREACH MINISTRIES$30,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/AOUTREACH MINISTRIES$12,500
CHRISTIAN BROADCASTING NETWORK INC
977 CENTERVILLE TURNPIKEVIRGINIA BEACHVA23463N/AOUTREACH MINISTRIESOUTREACH MINISTRIES$5,000
BETHANY CHRISTIAN SERVICES INC
901 EASTERN AVENUE NEGRAND RAPIDSMI49503N/AOUTREACH MINISTRIES$2,500
COALITION AGAINST POVERTY
157 N MAIN STREETSUFFOLKVA23434N/AOUTREACH MINISTRIES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$362,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,866ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,521ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$222,387ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$222,387TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WILLIAM S OVERTON
15859 HARBOUR VIEW BLVD SUITE 300SUFFOLKVA23435$25,000Yes (X)
OVERTON GROUP INC
25859 HARBOUR VIEW BLVD SUITE 300SUFFOLKVA23435$300,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCHCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$6,099,594BookValueAmt
EOYFMV$7,406,785EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$67,251RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$6,058$0$0
STATE REGISTRATION$25$0$0