2026-08-13T15:11:07-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990PF 2025-01-01 680396816 OVERAA FAMILY GROUP OVER 9252841727 200 PARR BLVD RICHMOND CA 94801 GERALD D OVERAA CHAIRPERSON 9252841727 2026-07-29 1 DYLAN VALENTINE P01934033 9167847800 2026-07-29 2025 2025-03-06 01:10:19Z X 1925846 X 15000 12 12 34258 35585 189927 248370 189927 76 0 239273 225524 0 0 0 17958 8979 8979 11628 11628 0 1326 90 0 90 29676 21933 9069 99800 99800 129476 21933 108869 109797 203591 212805 199033 199033 1254590 1378159 1726813 1467395 1577192 1925846 0 0 X 0 0 0 0 1467395 1577192 1467395 1577192 1467395 1577192 1467395 109797 0 1577192 0 1577192 PUBLICLY TRADED SECURITIES P 99990 58443 41547 41547 CAPITAL GAINS DIVIDENDS P 148380 148380 148380 189927 2830 0 2830 0 2830 0 0 0 0 0 145 2975 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GERALD D OVERAA 9252841727 200 PARR BLVD RICHMOND CA 94801 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GERALD D OVERAA 200 PARR BLVD RICHMOND CA 94801 CHAIRPERSON 1.00 0 0 0 CARL D OVERAA 200 PARR BLVD RICHMOND CA 94801 TRUSTEE 1.00 0 0 0 KARA K GRAGG 200 PARR BLVD RICHMOND CA 94801 TRUSTEE 1.00 0 0 0 JULIA OVERAA POWELL 200 PARR BLVD RICHMOND CA 94801 TRUSTEE 1.00 0 0 0 ERIN OVERAA DISSMAN 200 PARR BLVD RICHMOND CA 94801 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1805335 48166 0 1853501 0 0 1853501 27803 1825698 91285 91285 2830 2830 88455 0 88455 0 88455 108869 0 108869 88455 0 0 56566 5975 1166 15959 20577 100243 108869 0 0 0 88455 20414 0 0 120657 0 0 0 0 0 0 56566 64091 5975 1166 15959 20577 20414 GERALD D OVERAA CARL D OVERAA KARA K GRAGG JULIA OVERAA POWELL ERIN OVERAA DISSMAN GERALD OVERAA 200 PARR BLVD RICHMOND CA 94801 9252841727 LETTER EXPLAINING CHARITABLE PURPOSE, PROOF OF EXEMPT STATUS, RELEVANT PRINTED MATTER REGARDING THE ORGANIZATION,USE OF FUNDS, AND CONTACT PERSON FOR FURTHER INFORMATION. NOVEMBER 15 FOR CALENDAR YEAR REQUESTED. NONE ACALANES BOOSTER CLUB - BOYS SOCCER 1200 PLEASANT HILL ROAD LAFAYETTE CA 94549 N/A PC CHARITABLE OPERATIONS 1000 ALS THERAPY DEVELOPMENT INSTITUTE 480 ARSENAL STREET SUITE 201 WATERTOWN MA 02472 N/A PC CHARITABLE OPERATIONS 15000 BAY AREA RESCUE MISSION 2114 MACDONALD AVE RICHMOND CA 94801 N/A PC CHARITABLE OPERATIONS 5000 CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION 1 GRAND AVENUE SAN LUIS OBISPO CA 93407 N/A PC CHARITABLE OPERATIONS 5000 DIPSEA FOUNDATION PO BOX 10 MILL VALLEY CA 94942 N/A PC CHARITABLE OPERATIONS 500 LAFAYETTE PARK THEATER TRUST PO BOX 1624 LAFAYETTE CA 94549 N/A PC CHARITABLE OPERATIONS 50000 LAFAYETTE PARTNERS IN EDUCATION PO BOX 923 LAFAYETTE CA 94549 N/A PC CHARITABLE OPERATIONS 2000 MARIN CASA 1401 LOS GAMOS 130 SAN RAFAEL CA 94903 N/A PC CHARITABLE OPERATIONS 3000 OAKLAND ZOO PO BOX 5238 OAKLAND CA 94605 N/A PC CHARITABLE OPERATIONS 3300 RICHMOND COMMUNITY FOUNDATION 3260 BLUME DRIVE 110 RICHMOND CA 94806 N/A PC CHARITABLE OPERATIONS 4000 ST MARY'S COLLEGE OF CALIFORNIA 1928 ST MARYS ROAD PMB 3554 MORAGA CA 94575 N/A PC CHARITABLE OPERATIONS 5000 WHITE PONY EXPRESS 2470 BATES AVENUE STE D CONCORD CA 94520 N/A PC CHARITABLE OPERATIONS 2000 LAFAYETTE COMMUNITY GARDEN 3932 MT DIABLO BLVD LAFAYETTE CA 94549 N/A PC CHARITABLE OPERATIONS 4000 99800 0 14 12 14 34258 18 189927 OTHER INCOME 01 76 0 224273 0 224273 0 0 0 0 0 0 0 0 0 0 X X 1 GERALD D OVERAA 200 PARR BLVD RICHMOND CA 94801 15000 X ACCOUNTING 17958 8979 8979 AMERICAN FUNDS EUROPACIFIC GROWTH F3 - 2663 SHS 131370 161522 ARTISAN VALUE INSTITUTIONAL - 16996 SHS 199054 243045 DODGE & COX STOCK I - 15855 SHS 164845 263033 HARTFORD SCHRODERS EMRGING MKTS EQ Y - 5469 SHS 76467 126602 PRINCIPAL LARGECAP GROWTH I INSTL - 30687 SHS 476179 491910 T ROWE PRICE INTERNATIONAL VALUE EQ - 6828 SHS 104696 162362 VANGUARD EXPLORER ADM - 2609 SHS 225548 278339 RCF RENEWAL FEE 75 0 75 MISC EXP 15 0 15 OTHER INCOME 76 76 INVESTMENT MANAGEMENT FEE 11628 11628 0