OVERTON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OVERTON FAMILY FOUNDATION (EIN 20-0081041)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349101122
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T10:54:50-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261830726 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILFORE & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 652 INDEPENDENCE PARKWAY STE 110 | AddressLine1 |
| City | CHESAPEAKE | City |
| State | VA | State |
| ZIP Code | 23320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200081041 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OVERTON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OVER | NameControl |
| Phone | 7579359070 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5859 HARBOUR VIEW BLVD SUITE 300 | AddressLine1 |
| City | SUFFOLK | City |
| State | VA | State |
| ZIP Code | 23435 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALTON S OVERTON | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 7579359070 | Phone |
| Date Signed | 2013-07-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICTOR R WILFORE | Name |
| PTIN | P01302187 | PTIN |
| Phone | 7574560111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4544759 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 119161 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 119161 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 107699 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1257146 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 107699 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3045 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3045 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 429905 | TotalRevenueAndExpenses |
| Total Net Investment Income | 229905 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12117 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2418 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 40759 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 52876 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2418 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 207000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 207000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 259876 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2418 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 207000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 170029 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 227487 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Other BOY | 3969741 | InvestmentsOtherBOY |
| Investments Other EOY | 4139770 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4544759 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3969741 | TotalAssetsBOY |
| Total Assets EOY | 4139770 | TotalAssetsEOY |
| Total Assets EOYFMV | 4544759 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3969741 | RetainedEarningsBOY |
| Retained Earnings EOY | 4139770 | RetainedEarningsEOY |
| Total Net Assets BOY | 3969741 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4139770 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3969741 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4139770 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3969741 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 170029 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4139770 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4139770 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|
| MERRILL LYNCH | 2012-01-31 | 2012-06-30 | 414251 | 24857 | 24857 | |
| MERRILL LYNCH | 2011-12-31 | 2012-12-31 | 841817 | 81764 | 81764 | |
| CAPITAL GAINS DIVIDENDS | 1078 | 1078 | 1078 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 107699 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 139000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4092280 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.033966 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 128107 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3041430 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042121 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 139901 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2530813 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055279 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 143813 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2844486 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050559 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 109285 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2922214 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.037398 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.219323 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043865 | AverageDistributionRatio |
| Net Noncharitable Assets | 4209059 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 184630 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2275 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 186905 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 207000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2275 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2275 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2275 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5920 | TotalCreditsAndPayments |
| Penalty For Underpayment | 8 | PenaltyForUnderpayment |
| Overpayment | 3637 | Overpayment |
| Amount Credited To Next Year | 3637 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTON S OVERTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7579359070 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5859 HARBOUR VIEW BLVD SUITE 300 | AddressLine1 |
| City | SUFFOLK | City |
| State | VA | State |
| ZIP Code | 23435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4273156 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4273156 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4273156 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64097 | CashDeemedCharitable |
| Net Noncharitable Assets | 4209059 | NetNoncharitableAssets |
| Minimum Investment Return | 210453 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 210453 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2275 | TaxBasedOnInvestmentIncome |
| Total Tax | 2275 | TotalTax |
| Distributable Amount Before Adj | 208178 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 208178 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 208178 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 207000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 207000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2275 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 204725 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 208178 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 200707 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 5980 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 207000 | QualifyingDistributions |
| Applied To Year1 | 200707 | AppliedToYear1 |
| Applied To Prior Years | 5980 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 313 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 5980 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 207865 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| JUST A PREACHER MINISTRIES INC | ||||||
| 1251 SEMINOLE DR | INDIAN HARBOUR BEACH | FL | 32937 | N/A | OUTREACH MINISTRIES | $25,000 |
| HARVEST FELLOWSHIP | ||||||
| 19290 BATTERY PARK RD | SMITHFIELD | VA | 23430 | N/A | OUTREACH MINISTRIESOUTREACH MINISTERIES | $45,000 |
| SEMILLA | ||||||
| 2461 MOSSWOOD LANE | SANTA CLARA | CA | 95051 | N/A | TRAINING AND RESOURCES OUTREACH MINISTRIES | $2,500 |
| MOODY ADAMS EVANGELISTIC ASSOCIATION | ||||||
| 11715 BRICKSOME AVE B-3 | BATON RUGE | LA | 70816 | N/A | OUTREACH MINISTRIES | $6,500 |
| NCF | ||||||
| 10200 W 75TH ST STE 267 | SHAWNEE MISSION | KS | 66204 | N/A | OUTREACH MINISTRIES | $1,000 |
| PRD INC | ||||||
| 448 THISTLEY LANE | CHESAPEAKE | VA | 23322 | N/A | OUTREACH MINISTRIES | $15,000 |
| RIVER OAK CHURCH | ||||||
| 140 KEMPSVILLE ROAD | CHESAPEAKE | VA | 23320 | N/A | OUTREACH MINISTRIES | $10,000 |
| STONEBRIDGE SCHOOL | ||||||
| 1629A JOLLIFF RD | CHESAPEAKE | VA | 23321 | N/A | TRAINING AND RESOURCES OUTREACH MINISTRIES | $5,000 |
| THE KACVINSKY GROUP | ||||||
| 239 4TH AVENUE STE 1818 | PITTSBURGH | PA | 15222 | N/A | TRAINING AND RESOURCES OUTREACH MINISTRIES | $15,000 |
| UKRAINE CHILDREN'S PROJECT | ||||||
| PO BOX 9665 | CHESAPEAKE | VA | 23321 | N/A | TO HELP CHILDREN IN NEED. | $1,000 |
| FIRST BAPTIST CHURCH OF NORFOLK | ||||||
| 312 KEMPSVILLE RD | NORFOLK | VA | 23502 | N/A | TRAINING AND RESOURCES OUTREACH MINISTRIES | $6,000 |
| WESTMINISTER REFORMED PRESBETERIAN | ||||||
| 3488 GODWIN BLVD | SUFFOLK | VA | 23434 | N/A | OUTREACH MINISTRIES | $22,500 |
| GLAD TIDINGS INDIA | ||||||
| 1453 FIRST AVE | YORK | PA | 17403 | N/A | OUTREACH MINISTERIES | $10,000 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | OUTREACH MINISTRIES | $12,500 |
| GREAT COMMISSION RESOURCES INTERNATIONAL | ||||||
| 3441 ARCHER COURT | VIRGINIA BEACH | VA | 23452 | N/A | OUTREACH MINISTRIES | $5,000 |
| NELLY'S HOUSE INC | ||||||
| P O BOX 656 | SIMPSONVILLE | SC | 29681 | N/A | OUTREACH MINISTRIES | $5,000 |
| LIBERTY UNIVERSITY | ||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24502 | N/A | OUTREACH MINISTRIES | $10,000 |
| NATIONAL CHRISTIAN FOUNDATION INC | ||||||
| 1100 JOHNSON FERRY RD STE 900 | ATLANTA | GA | 30342 | N/A | OUTREACH MINISTRIES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 207000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $119,161 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,045 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $107,699 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $229,905 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 229905 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | OVERTON FAMILY PARTNERSHIP | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | 100000 | X |
| 2 | WILLIAM S OVERTON | 5859 HARBOUR VIEW BLVD SUITE 300 | SUFFOLK | VA | 23435 | 100000 | X |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION REQUEST $5,980 OF CURRENT YEAR EXCESS BE APPLIED TO UNDISTRIBUTED AMOUNT FROM 2010. | Election |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 4139770 | BookValue |
| EOYFMV | 4544759 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 40734 | 0 | 0 |
| STATE REGISTRATION | 25 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP INCOME | Description |
| Revenue And Expenses Per Books | 3045 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3045 | NetInvestmentIncome |
| Adjusted Net Income | 3045 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $2,418 | 2418 | 0 |
| INCOME TAXES | $9,699 | 0 | 0 |