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Nonprofit · EIN 26-4377643

OVERDECK FAMILY FOUNDATION

Tax-exempt · NEW YORK, NY 10013

Financials

$143.7M$61.8M2023$117.9M$77.1M2024
Revenue Expenses · by fiscal year end
Financials of OVERDECK FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$117,917,796$77,133,782$40,784,014$920,350,839$18,174$920,332,665
December 31, 2023990-PF$143,732,893$61,810,774$81,922,119$827,142,847$2,358$827,140,489
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$737,199
Interest
$13,735,870
Other income
$103,444,727

Expenses

Grants and similar amounts paid
$63,400,533
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$4,276,812
Disbursements for charitable purposes
$70,466,358
Excise tax on investment income
$2,306,937

Balance sheet and other

Total assets, start of year
$827,142,847
Total assets, end of year
$920,350,839
Total liabilities, end of year
$18,174
Net assets, end of year
$920,332,665
Fair market value of assets
$920,350,839
Qualifying distributions
$70,466,358
Net investment income
$165,996,731

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SUNBOW ENTERPRISES LLC
100 ave of the americas 16th FL, New York, NY 10013
00$605,001$28,940
JONATHAN M SOTSKY
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
STRAT IMPACT/LRN DIR
Highest-paid employee
40$291,000$41,821
ALINA EROH
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
COMMUNICATIONS DIR
Highest-paid employee
40$290,000$41,818
JOSH LOTSTEIN
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
0
Highest-paid employee
40$250,500$5,866
CARLY M ROBERTS
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
ASSOC PROG DIR/OOSL
Highest-paid employee
40$243,800$41,709
ELAINE PEREZ
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
DIR. PEOPLE AND OPS
Highest-paid employee
40$242,000$24,390
TWO SIGMA INVESTMENTS LP
100 ave of the americas 16th FL, New York, NY 10013
00$77,218$8,759
JOHN A OVERDECK
100 Avenue of the Americas 16th Fl, New York, NY 10013
Director/President/Chairman5$0$0
Daniel Overdeck
100 Avenue of the Americas 16th Fl, New York, NY 10013
director2$0$0
TANYA M SHEEHAN
100 Avenue of the Americas 16th Fl, New York, NY 10013
TREASURER2$0$0
JAMES MARION
100 Avenue of the Americas 16th Fl, New York, NY 10013
SECRETARY2$0$0
ANU MALIPATIL
100 Avenue of the Americas 16th Fl, New York, NY 10013
VICE PRESIDENT50$0$0
Ginna Carroll as of 11132024
100 ave of the americas 16th FL, New York, NY 10013
Secretary2$0$0
990-PF for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
SUNBOW ENTERPRISES LLC
100 ave of the americas 16th FL, New York, NY 10013
00$595,736$27,343
JONATHAN M SOTSKY
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
STRAT IMPACT/LRN DIR
Highest-paid employee
40$285,191$39,316
ALINA EROH
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
COMMUNICATIONS DIR
Highest-paid employee
40$275,543$39,285
CARLY M ROBERTS
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
ASSOC PROG DIR/OOSL
Highest-paid employee
40$242,314$39,207
MELANIE DUKES
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
ASSOC PROG DIR/K-9
Highest-paid employee
40$224,902$39,192
ELAINE PEREZ
100 AVENUE OF THE AMERICAS, NEW YORK, NY 10013
DIR. PEOPLE AND OPS
Highest-paid employee
40$224,767$22,983
TWO SIGMA INVESTMENTS LP
100 Avenue of the Americas 16th Fl, New York, NY 10013
00$159,750$49,122
JOHN A OVERDECK
100 Avenue of the Americas 16th Fl, New York, NY 10013
Director/President/Chairman5$0$0
Daniel Overdeck
100 Avenue of the Americas 16th Fl, New York, NY 10013
director (Eff 11/2023)2$0$0
TANYA M SHEEHAN
100 Avenue of the Americas 16th Fl, New York, NY 10013
TREASURER2$0$0
JAMES MARION
100 Avenue of the Americas 16th Fl, New York, NY 10013
SECRETARY2$0$0
ANU MALIPATIL
100 Avenue of the Americas 16th Fl, New York, NY 10013
VICE PRESIDENT50$0$0

Address and contacts

Address (IRS master file)
101 AVENUE OF THE AMERICAS FL 14, NEW YORK, NY 10013-1905
In care of
% TANYA M SHEEHAN
Signed the 990-PF
JOHN A OVERDECK, President
Phone
(212) 625-5700
Return prepared by
ERNST & YOUNG US LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-4377643
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$920,350,839
Income (IRS master file)
$117,917,796

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$117,917,796$77,133,782$920,350,839XML
990-PFDecember 2023$143,732,893$61,810,774$827,142,847XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about OVERDECK FAMILY FOUNDATION

What is the EIN of OVERDECK FAMILY FOUNDATION?
The employer identification number (EIN) of OVERDECK FAMILY FOUNDATION is 26-4377643.
Is OVERDECK FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to OVERDECK FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OVERDECK FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of OVERDECK FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OVERDECK FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of OVERDECK FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 13 people; 7 received compensation from the organization, the highest $605,001 (SUNBOW ENTERPRISES LLC, 0).
How much revenue does OVERDECK FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $117,917,796, expenses of $77,133,782 and total assets of $920,350,839 at year end.

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