2025-11-13T16:38:12-06:00 2024-12-31 ERNST & YOUNG US LLP 99 WOOD AVENUE SOUTH ISELIN NJ 08830 990PF 2024-01-01 264377643 Overdeck Family Foundation Inc % TANYA M SHEEHAN OVER 2126255700 100 ave of the americas 16th FL New York NY 10013 JOHN A OVERDECK President 2126255700 2025-11-12 true true michael sales P01770943 7325164200 2025-11-12 2024 2025-03-06 01:10:19Z X 920350839 X 0 X 13735870 13735870 737199 737199 0 0 54311757 103444727 97211905 117917796 165996731 0 0 4276812 4276812 1113915 1113915 212217 0 0 212217 47282 28369 0 18913 918911 918911 6637405 110652 110652 416055 1650 414405 13733249 30019 0 7065825 63400533 63400533 77133782 30019 0 70466358 40784014 165966712 0 350000 134803 134803 235020097 271894000 271894000 420736 420736 420736 420736 542672025 15053252 15053252 48679989 632848048 632848048 827142847 920350839 920350839 2358 18174 2358 18174 X 827140489 920332665 827140489 920332665 827142847 920350839 827140489 40784014 52408162 920332665 920332665 FUND 1 P 54311757 54311757 54311757 54311757 2306937 2306937 2306937 1781628 0 1950000 3731628 X 0 1424691 1424691 false false false 0 0 0 false false true true false true true DE NJ NY true false false true false true HTTP://OVERDECK.ORG TANYA M SHEEHAN 2126255700 100 AVE OF THE AMERICAS 16TH FL NEW YORK NY 10013 false false false true true false false false false false false false false false false false false true false false true false false false false JOHN A OVERDECK 100 Avenue of the Americas 16th Fl New York NY 10013 Director/President/Chairman 5.0 0 0 0 Daniel Overdeck 100 Avenue of the Americas 16th Fl New York NY 10013 director 2.0 0 0 0 TANYA M SHEEHAN 100 Avenue of the Americas 16th Fl New York NY 10013 TREASURER 2.0 0 0 0 JAMES MARION 100 Avenue of the Americas 16th Fl New York NY 10013 SECRETARY 2.0 0 0 0 ANU MALIPATIL 100 Avenue of the Americas 16th Fl New York NY 10013 VICE PRESIDENT 50.0 0 0 0 Ginna Carroll as of 11132024 100 ave of the americas 16th FL New York NY 10013 Secretary 2.0 0 0 0 TWO SIGMA INVESTMENTS LP 100 ave of the americas 16th FL New York NY 10013 0 0 77218 8759 0 SUNBOW ENTERPRISES LLC 100 ave of the americas 16th FL New York NY 10013 0 0 605001 28940 0 JONATHAN M SOTSKY 100 AVENUE OF THE AMERICAS NEW YORK NY 10013 STRAT IMPACT/LRN DIR 40.0 291000 41821 0 ALINA EROH 100 AVENUE OF THE AMERICAS NEW YORK NY 10013 COMMUNICATIONS DIR 40.0 290000 41818 0 JOSH LOTSTEIN 100 AVENUE OF THE AMERICAS NEW YORK NY 10013 0 40.0 250500 5866 CARLY M ROBERTS 100 AVENUE OF THE AMERICAS NEW YORK NY 10013 ASSOC PROG DIR/OOSL 40.0 243800 41709 0 ELAINE PEREZ 100 AVENUE OF THE AMERICAS NEW YORK NY 10013 DIR. PEOPLE AND OPS 40.0 242000 24390 20 SIMPSON THACHER & BARTLETT LLP 425 Lexington Ave Suite 15 NEW YORK NY 10017 Legal Fees 164596 RevJen Group LLC 761 LONESOME DOVE TRAIL HURST TX 76054 consulting 130000 True Talent Advisory LLC 56 N Haddon Ace FL 1 HADDONFIELD NJ 08033 recruitment services 63333 EdSoultions LLC 301 W 118th St Suite 1D NEW YORK NY 10026 CONSULTING 56750 277246085 187644 595388511 872822240 0 872822240 13092334 859729906 42986495 42986495 2306937 3614451 5921388 37065107 94010 37159117 37159117 70466358 0 0 0 0 70466358 37159117 0 2022 2021 2020 0 8905841 17792227 19455836 22062725 21720923 89937552 70466358 0 37159117 33307241 123244793 0 0 0 0 8905841 114338952 17792227 19455836 22062725 21720923 33307241 JOHN A OVERDECK NONE X Statement 26 Statement 26 Statement NY 00000 Statement 26 63400533 63400533 Statement 27 Statement 27 Statement NY 00000 Statement 27 0 24888186 14 13735870 14 737199 PARTNERSHIP INCOME 901101 19125189 14 -19125189 103344313 RETURN OF PRIOR PERIOD GRANT 01 94010 PROGRAM LOAN INTEREST 6404 19125189 -4558110 103350717 117917796 11 PROGRAM LOAN INTEREST IS GENERATED FROM A LOW INTEREST LOAN PROVIDED TO A CHARITABLE ORGANIZATION TO FURTHER THE FOUNDATION'S CHARITABLE PURPOSE. false false false false false false false false false false TAX PREPARATION FEES 47282 28369 18913 PUBLIC IMPACT 405 East Main Street Suite A CARRBORO NC 27510 2022-09-30 3000000 To support Public Impact's Opportunity Culture 2859431 NO 09/28/2023, 08/22/2024, 08/5/2025 2025-08-05 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. THE TOTAL GRANT AMOUNT TOTALING $3,000,000 IS COMPRISED OF three GRANTS RELATED TO A MULTI-YEAR GRANT AGREEMENT, WITH GRANT DATES OF 10/22/2022, 10/13/2023 and 3/15/2024. BRILLIANT 200 PINE ST STE 800 SAN FRANCISCO CA 94104 2023-03-24 300000 TO BUILD ADVANCED MATH ENGAGEMENT IN UNDERSERVED AND UNDERREPRESENTED STUDENTS IN K-12 300000 NO 01/19/2024 2024-01-19 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. EDUCATION FIRST CONSULTING LLC PO BOX 22871 SEATTLE WA 981220871 2024-06-28 25000 Project Support for Teacher Workforce Steering Committee 2024 25000 NO 02/27/2025 2025-02-27 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. PUBLIC IMPACT 405 EAST MAIN STREET SUITE A CARRBORO NC 27510 2024-03-15 4000 ER Project Support for K-9 AI Convening 2024 4000 NO 08/22/2024 2024-08-22 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. Brilliant 200 PINE ST STE 800 SAN FRANCISCO CA 94104 2024-04-19 100000 ER Project Support for Brilliant for Educators 2024 100000 NO 02/20/2025 2025-02-20 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. Mathematica Inc 600 Alexander Park Suite 100 princeton NJ 08540 2024-12-13 350000 ER SUPPORT FOR NJ TUTORING CORPS VALIDATION STUDY 2024 68551 NO 07/30/2025 2025-07-30 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. Associated Press 200 Liberty St NEW YORK NY 10281 2024-08-30 225000 Project Support for The A.P Early Childhood. Education Media Storytelling 2024-26 209384 NO 07/29/2025 2025-07-29 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. EdTech Insiders 10 Hub Street greenville SC 29601 2024-08-23 100000 Support for GenAI in Ed Map 2024 70478 NO 06/09/2025 2025-06-09 TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. Part II, Line 7 - ATTACHMENT 7 Part II, Line 7 - ATTACHMENT 7 PURPOSE OF LOAN TO SUPPORT THE ACQUISITION, CONSTRUCTION, DEVELOPMENT, AND PRESERVATION OF EARLY CHILDCARE FACILITIES SERVING LOW AND MODERATE INCOME COMMUNITIES AND FAMILIES IN NEW JERSEY. VANGUARD 500 INDEX FUND - ADMIRAL 13645313 13645313 RECURSION PHARMACEUTICALS 1407939 1407939 FUND 1 FMV 592766500 592766500 FUND 2 FMV 31203800 31203800 FUND 3 FMV 2138667 2138667 FUND 4 FMV 2981368 2981368 FUND 5 FMV 287091 287091 FUND 6 FMV 1407877 1407877 FUND 7 FMV 2062745 2062745 SIMPSON THACHER & BARTLETT LLP 164596 164596 DAVIS WRIGHT TREMAINE LLP 27621 27621 OTHER LEGAL FEES 20000 20000 RECRUITMENT 101825 101825 OFFICE EXPENSES 84945 84945 SOFTWARE 82998 82998 PROGRAM EVENT EXPENSES 70988 70988 PROFESSIONAL DEVELOPMENT 31345 31345 DUES AND SUBSCRIPTIONS 19935 19935 SUPPLIES 18677 18677 LICENSES AND FEES 1882 1882 INVESTMENT FEES 1650 1650 ADVERTISING 1000 1000 INSURANCE 810 810 Partnership Income 103344313 97205501 return of prior year grant 94010 0 Program Loan Interest 6404 6404 CHANGE IN UNREALIZED APPRECIATION 52408162 ON ASSETS PER BOOKS 0 CASH CONTRIBUTIONS IN TRANSIT COMMUNITY LOAN FUND OF NJ INC 420736 420736 2019-12 2031-04 12 YEARS 2. SEE GENERAL EXPLANATION ATTACHMENT CONSULTING FEES 489412 489412 TSI SERVICE COSTS* 393358 393358 OTHER PROFESSIONAL FEES 30170 30170 WEBSITE DEVELOPMENT 5971 5971 FEDERAL INCOME TAXES 5470000 FEDERAL EXCISE TAXES 1167405 BROOME STRATEGIES LTD 190 ELGIN AVENUE GEORGE TOWN GRAND CAYMAN CJ KY1-9005 981576893 Nontaxable DISTRIBUTION (INVESTMENT IS NOT AN EXCESS BUSINESS HOLDING) 614028647 BEDROCK CREDIT PARTNERS LP 121 MOUNT VERNON STREET SUITE 1 BOSTON MA 02108 843004950 LP DISTRIBUTION (INVESTMENT IS NOT AN EXCESS BUSINESS HOLDING) 5043502 619072149