OVERTON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OVERTON FAMILY FOUNDATION (EIN 20-0081041)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-08
- IRS object ID
- 201912209349100401
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-08T07:37:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 NO 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 | 2019-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTOR R WILFORE | PreparerPersonNm |
| PTIN | P01302187 | PTIN |
| Phone | 7574560111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.154.37 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-08 | IPDt |
| IP Tm | 07:51:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E1DBB47740A9366B3FF486D31059041317C918E7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E1DBB47740A9366B3FF486D31059041317C918E7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,871,862 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $361,373 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $361,373 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $674,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $524,525 | 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 | $11,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,195 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,951 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,951 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $402,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $271,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $460,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $5,602,843 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,874,709 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,871,862 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,602,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,874,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,871,862 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,602,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,874,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,602,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,874,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,602,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,874,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,602,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $271,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,874,709 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,874,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ML STOCK SALES | 2018-01-02 | 2018-12-31 | $13,470 | $13,470 |
| ML STOCK SALES | 2015-12-31 | 2018-12-31 | $347,903 | $347,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $361,373 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $285,284 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,108,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046700 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $238,912 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,487,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043540 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $241,049 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,507,373 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043768 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $240,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,469,901 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,750,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042524 | DistributionYr5Rt |
| Total Distribution | 0.220408 | TotalDistributionRt |
| Average Distribution | 0.044082 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,302,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $277,836 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $282,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $99 | OverpaymentAmt |
| Applied To ES Tax | $99 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 (4 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 S OVERTON | ||||||||
| 5859 HARBOUR VIEW BLVD STE 300 | SUFFOLK | VA | 23435 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| 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 | VICE-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 | $5,663,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $735,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,398,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,398,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,302,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $315,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $315,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,604 | TotalTaxAmt |
| Distributable Before Adj | $310,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,604 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $325,396 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $195,223 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $195,223 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,777 | 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 | $175,755 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETHANY CXHRISTIAN SERVICES INC | ||||||
| 901 EASTERN AVE NE | GRAND RAPIDS | MI | 49503 | N/A | OUTREACH MINISTRIESOUTREACH MINISTRIESOUTREACH MINISTRIES | $2,500 |
| CRISIS PREGNANCY CENTER | ||||||
| 1100 MADISON PLAZA STE 104-A | CHESAPEAKE | VA | 23320 | N/A | OUTREACH MINISTRIES | $7,000 |
| FAITH BIBLE COLLEGE | ||||||
| 6330 NEWTOWN ROAD STE 211 | NORFOLK | VA | 23502 | N/A | OUTREACH MINISTRIES | $5,000 |
| FREEDOM 424 | ||||||
| 110 B DUNCRAIG DRIVE | LYNCHBURG | VA | 24502 | N/A | OUTREACH MINISTRIES | $5,000 |
| GLAD TIDINGS INDIA | ||||||
| 1453 FIRST AVE | YORK | PA | 17403 | N/A | OUTREACH MINISTRIESTRAINING AND RESOURCES OUTREACH MINISTRIESOUTREACH MINISTERIES | $10,000 |
| HARVEST FELLOWSHIP | ||||||
| 19290 BATTERY PARK RD | SMITHFIELD | VA | 23430 | N/A | OUTREACH MINISTRIESOUTREACH MINISTRIESOUTREACH MINISTERIES | $20,000 |
| JUST A PREACHER MINISTRIES INC | ||||||
| 1251 SEMINOLE DR | INDIAN HARBOUR BEACH | FL | 32937 | N/A | OUTREACH MINISTRIES | $30,000 |
| LIBERTY BAPTIST CHURCH | ||||||
| 1021 BIG BETHEL ROAD | HAMPTON | VA | 23666 | N/A | OUTREACH MINISTRIESTRAINING AND RESOURCES OUTREACH MINISTRIES | $20,000 |
| LTI | ||||||
| PO BOX 9882 | CHESAPEAKE | VA | 23321 | N/A | OUTREACH MINISTRIES | $7,500 |
| MERCY CHEFS INC | ||||||
| 4240 PORTSMOUTH BLVD 402 | CHESAPEAKE | VA | 23321 | N/A | OUTREACH MINISTRIES | $20,000 |
| NELLY'S HOUSE INC | ||||||
| P O BOX 656 | SIMPSONVILLE | SC | 29681 | N/A | OUTREACH MINISTRIES | $19,500 |
| NEW LIFE MINISTRIES | ||||||
| PO BOX 1029 | LAKE FORREST | CA | 92609 | N/A | OUTREACH MINISTRIES | $7,000 |
| PRD INC | ||||||
| 448 THISTLEY LANE | CHESAPEAKE | VA | 23322 | N/A | OUTREACH MINISTRIES | $22,500 |
| RIVER OAK CHURCH | ||||||
| 140 KEMPSVILLE ROAD | CHESAPEAKE | VA | 23320 | N/A | OUTREACH MINISTRIES | $33,500 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | OUTREACH MINISTRIES | $2,500 |
| STONEBRIDGE SCHOOL | ||||||
| 1629A JOLLIFF RD | CHESAPEAKE | VA | 23321 | N/A | TRAINING AND RESOURCES OUTREACH MINISTRIES | $11,000 |
| UNION MISSION | ||||||
| PO BOX 3203 | NORFOLK | VA | 23514 | N/A | OUTREACH MINISTRIES | $7,500 |
| URBAN DISCOVERY MINISTRIES INC | ||||||
| PO BOX 6381 | NORFOLK | VA | 23508 | N/A | OUTREACH MINISTRIES | $5,000 |
| VIRGINIA BEACH JUSTICE INITIATIVE | ||||||
| PO BOX 3018 | CHESAPEAKE | VA | 23327 | N/A | OUTREACH MINISTRIES | $5,000 |
| WESTMINISTER REFORMED PRESBETERIAN | ||||||
| 3488 GODWIN BLVD | SUFFOLK | VA | 23434 | N/A | OUTREACH MINISTRIESOUTREACH MINISTRIES | $30,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | OUTREACH MINISTRIES | $21,000 |
| NANSEMOND RIVER BAPTIST CHURCH | ||||||
| 2896 BRIDGE ROAD | SUFFOLK | VA | 23435 | N/A | OUTREACH MINISTRIES | $5,000 |
| BARNABAS GLOBAL LINK INC | ||||||
| PO BOX 6397 | VIRGINIA BEACH | VA | 23456 | N/A | OUTREACH MINISTRIES | $3,000 |
| CEF OF VIRGINIA INC | ||||||
| PO BOX 1376 | ASHLAND | VA | 23005 | N/A | OUTREACH MINISTRIES | $5,000 |
| OPERATIONS BLESSING INTERNATIONAL | ||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | N/A | OUTREACH MINISTRIES | $5,000 |
| PCA MISSION TO NORTH AMERICA | ||||||
| 1700 NORTH BROWN ROAD STE 105 | LAWRENCEVILLE | GA | 30043 | N/A | OUTREACH MINISTRIES | $2,500 |
| RELENTLESS MINISTRIES | ||||||
| 10522 SERENITY SOUND | MAGNOLIA | TX | 77354 | N/A | OUTREACH MINISTRIES | $10,000 |
| SOUTH NORFOLK BAPTIST CHURCH | ||||||
| 1101 CHESAPEAKE AVE | CHESAPEAKE | VA | 23324 | N/A | OUTREACH MINISTRIES | $2,000 |
| TRUTH SEEKERS INTERNATIONAL INC | ||||||
| 473 NATURES WAY | WEST MELBOURNE | FL | 32904 | N/A | OUTREACH MINISTRIES | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $361,373 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $524,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $524,525 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM S OVERTON | ||||||
| 1 | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | $75,000 | Yes (X) |
| ALTON S OVERTON | ||||||
| 2 | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | $25,000 | Yes (X) |
| WILLIAM J OVERTON | ||||||
| 3 | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | $25,000 | Yes (X) |
| JEFFREY BENSON | ||||||
| 4 | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | $25,000 | Yes (X) |
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 | $5,874,709 | BookValueAmt |
| EOYFMV | $5,871,862 | 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 | $60,951 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,195 | $3,195 | $0 |
| INCOME TAXES | $8,443 | $0 | $0 |
| STATE REGISTRATION | $25 | $0 | $0 |
| MISC | $45 | $0 | $0 |