Nonprofit · EIN 20-0081041
OVERTON FAMILY FOUNDATION
Tax-exempt · SUFFOLK, VA 23435
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $812,944 | $602,092 | $210,852 | $8,450,704 | $0 | $8,450,704 |
| December 31, 2024 | 990-PF | $1,364,472 | $587,749 | $776,723 | $8,239,852 | $0 | $8,239,852 |
| December 31, 2023 | 990-PF (amended) | $942,272 | $501,095 | $441,177 | $7,463,127 | $0 | $7,463,127 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $238,692
- Dividends
- $246,766
- Net gain from sales of assets
- $327,486
Expenses
- Grants and similar amounts paid
- $465,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $465,000
- Excise tax on investment income
- $7,982
Balance sheet and other
- Total assets, start of year
- $8,239,852
- Total assets, end of year
- $8,450,704
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,450,704
- Fair market value of assets
- $10,139,908
- Qualifying distributions
- $465,000
- Net investment income
- $574,252
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J OVERTON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | TREASURER | 0 | $0 |
| ALTON S OVERTON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | PRESIDENT | 0 | $0 |
| JEFFEREY S BENSON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J OVERTON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | TREASURER | 0 | $0 |
| ALTON S OVERTON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | PRESIDENT | 0 | $0 |
| JEFFEREY S BENSON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J OVERTON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | TREASURER | 0 | $0 |
| ALTON S OVERTON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | PRESIDENT | 0 | $0 |
| JEFFEREY S BENSON 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5859 HARBOUR VIEW BLVD STE 300, SUFFOLK, VA 23435-3287
- In care of
- % WILLIAM S OVERTON
- Signed the 990-PF
- ALTON SCOTT OVERTON, VICE PRESIDENT
- Phone
- (757) 935-9070
- Return prepared by
- WILFORE & ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0081041
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,450,704
- Income (IRS master file)
- $485,458
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $812,944 | $602,092 | $8,450,704 | XML |
| 990-PF | December 2024 | $1,364,472 | $587,749 | $8,239,852 | XML |
| 990-PF | December 2023 | $942,272 | $501,095 | $7,463,127 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0081041).
Questions about OVERTON FAMILY FOUNDATION
- What is the EIN of OVERTON FAMILY FOUNDATION?
- The employer identification number (EIN) of OVERTON FAMILY FOUNDATION is 20-0081041.
- Is OVERTON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to OVERTON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OVERTON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OVERTON FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OVERTON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OVERTON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does OVERTON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $812,944, expenses of $602,092 and total assets of $8,450,704 at year end.
Other nonprofits in SUFFOLK
- SUFFOLK FOUNDATION EIN 20-5998525 · last filed 990 for 2025
- MARY C HENNINGER HADDAD AND LOUIS S HADDAD FOUNDATION INC EIN 54-1917341 · last filed 990-PF for 2025
- VIOLET H GRECO FOUNDATION INC EIN 54-1859728 · last filed 990-PF for 2025
- MARY V REILLY CHARITABLE FOUNDATION EIN 30-6453777 · last filed 990-PF for 2025
- JOTOM FOUNDATION EIN 54-2014304 · last filed 990-PF for 2025
- SERTOMA INC EIN 54-1548833 · last filed 990-EZ for 2025
- ELIAS H PEGRAM JR CHARITABLE TRUST EIN 83-6450212 · last filed 990-PF for 2025
- ROTARY CLUB OF SUFFOLK CHARITABLE FOUNDATION EIN 31-1775330 · last filed 990 for 2024
All nonprofits in SUFFOLK · Virginia · Philanthropy, voluntarism and grantmaking foundations