OVERTON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OVERTON FAMILY FOUNDATION (EIN 20-0081041)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-26
- IRS object ID
- 201842079349100314
- Schema version
- 2017v2.2
- 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 | 2018-07-26T13:01:22-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-07-26 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,480,588 | 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 | $115,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $463 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $384,151 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $384,151 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $656,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $541,159 | 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 | $10,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,673 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,900 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $362,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $293,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $5,309,653 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,602,843 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,480,588 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,309,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,602,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,480,588 | 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 | $5,309,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,602,843 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,309,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,602,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,309,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,602,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,309,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $293,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,602,843 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,602,843 | 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 | 2017-01-02 | 2017-12-31 | $73,796 | $73,796 |
| ML STOCK SALES | 2015-12-31 | 2017-12-31 | $310,355 | $310,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $384,151 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $238,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,487,191 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043540 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $241,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,507,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043768 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $240,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,469,901 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,750,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042524 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $204,725 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,209,059 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048639 | DistributionYr5Rt |
| Total Distribution | 0.222347 | TotalDistributionRt |
| Average Distribution | 0.044469 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,108,907 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $271,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,716 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $276,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $290,000 | 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 | $4,716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $3,723 | TaxDueAmt |
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 |
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 | $5,859,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $342,840 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,201,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,201,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,108,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,716 | TotalTaxAmt |
| Distributable Before Adj | $300,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $300,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $300,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,716 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $285,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $251,969 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $27,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $251,969 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $67,475 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $67,475 | 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 | $195,223 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAMPUS CRUSADE FOR CHRIST | ||||||
| 211 DRADER ROAD NW | BLACKSBURG | VA | 24060 | N/A | OUTREACH MINISTRIES | $2,500 |
| BETHANY CXHRISTIAN SERVICES INC | ||||||
| 901 EASTERN AVE NE | GRAND RAPIDS | MI | 49503 | N/A | OUTREACH MINISTRIESOUTREACH MINISTRIESOUTREACH MINISTRIES | $5,000 |
| CRISIS PREGNANCY CENTER | ||||||
| 1100 MADISON PLAZA STE 104-A | CHESAPEAKE | VA | 23320 | 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 | $25,000 |
| FAITH BIBLE COLLEGE | ||||||
| 6330 NEWTOWN ROAD STE 211 | NORFOLK | VA | 23502 | N/A | OUTREACH MINISTRIES | $2,000 |
| MISSIONS OF HOPE INC | ||||||
| 9360 W FLAMINGO ROAD STE 110-122 | LAS VEGAS | NV | 89148 | N/A | OUTREACH MINISTRIESTRAINING AND RESOURCES OUTREACH MINISTRIES | $2,500 |
| MOODY ADAMS EVANGELISTIC ASSOCIATION | ||||||
| 11715 BRICKSOME AVE B-3 | BATON RUGE | LA | 70816 | N/A | OUTREACH MINISTRIES | $7,500 |
| LIBERTY BAPTIST CHURCH | ||||||
| 1021 BIG BETHEL ROAD | HAMPTON | VA | 23666 | N/A | OUTREACH MINISTRIESTRAINING AND RESOURCES OUTREACH MINISTRIES | $20,000 |
| NELLY'S HOUSE INC | ||||||
| P O BOX 656 | SIMPSONVILLE | SC | 29681 | N/A | OUTREACH MINISTRIES | $15,000 |
| MERCY CHEFS INC | ||||||
| 4240 PORTSMOUTH BLVD 402 | CHESAPEAKE | VA | 23321 | N/A | OUTREACH MINISTRIES | $7,500 |
| PRD INC | ||||||
| 448 THISTLEY LANE | CHESAPEAKE | VA | 23322 | N/A | OUTREACH MINISTRIES | $24,500 |
| RIVER OAK CHURCH | ||||||
| 140 KEMPSVILLE ROAD | CHESAPEAKE | VA | 23320 | N/A | OUTREACH MINISTRIES | $22,500 |
| SEMILLA | ||||||
| 2461 MOSSWOOD LANE | SANTA CLARA | CA | 95051 | N/A | TRAINING AND RESOURCES OUTREACH MINISTRIES | $5,000 |
| STONEBRIDGE SCHOOL | ||||||
| 1629A JOLLIFF RD | CHESAPEAKE | VA | 23321 | N/A | TRAINING AND RESOURCES 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 | $25,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | OUTREACH MINISTRIES | $26,000 |
| LTI | ||||||
| PO BOX 9882 | CHESAPEAKE | VA | 23321 | N/A | OUTREACH MINISTRIES | $5,000 |
| NEW LIFE MINISTRIES | ||||||
| PO BOX 1029 | LAKE FORREST | CA | 92609 | N/A | OUTREACH MINISTRIES | $5,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | OUTREACH MINISTRIES | $20,000 |
| UNION MISSION | ||||||
| PO BOX 3203 | NORFOLK | VA | 23514 | N/A | OUTREACH MINISTRIES | $5,000 |
| URBAN DISCOVERY MINISTRIES INC | ||||||
| PO BOX 6381 | NORFOLK | VA | 23508 | N/A | OUTREACH MINISTRIES | $10,000 |
| YOUTH WITH A MISSION MINNEAPOLIS | ||||||
| PO BOX 268 | ROCKFORD | MN | 55373 | N/A | OUTREACH MINISTRIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,000 | 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 |
| Exclusion | $463 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,545 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $384,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $541,159 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $541,159 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| OVERTON FAMILY PARTNERSHIP | ||||||
| 1 | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | $63,000 | Yes (X) |
| WILLIAM S OVERTON | ||||||
| 2 | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | $52,000 | 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 | $5,602,843 | BookValueAmt |
| EOYFMV | $6,480,588 | 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 | $62,900 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,673 | $6,673 | $0 |
| INCOME TAXES | $3,371 | $0 | $0 |
| STATE REGISTRATION | $25 | $0 | $0 |