Nonprofit · EIN 68-0396816
OVERAA FAMILY GROUP
Tax-exempt · RICHMOND, CA 94801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $239,273 | $129,476 | $109,797 | $1,577,192 | $0 | $1,577,192 |
| December 31, 2024 | 990-PF | $248,730 | $110,102 | $138,628 | $1,467,395 | $0 | $1,467,395 |
| December 31, 2023 | 990-PF | $92,765 | $97,679 | -$4,914 | $1,328,767 | $0 | $1,328,767 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $15,000
- Dividends
- $34,258
- Interest
- $12
- Net gain from sales of assets
- $189,927
- Other income
- $76
Expenses
- Grants and similar amounts paid
- $99,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $108,869
- Excise tax on investment income
- $2,830
Balance sheet and other
- Total assets, start of year
- $1,467,395
- Total assets, end of year
- $1,577,192
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,577,192
- Fair market value of assets
- $1,925,846
- Qualifying distributions
- $108,869
- Net investment income
- $225,524
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 |
|---|---|---|---|
| GERALD D OVERAA 200 PARR BLVD, RICHMOND, CA 94801 | CHAIRPERSON | 1 | $0 |
| CARL D OVERAA 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
| KARA K GRAGG 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
| JULIA OVERAA POWELL 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
| ERIN OVERAA DISSMAN 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD D OVERAA 200 PARR BLVD, RICHMOND, CA 94801 | CHAIRPERSON | 1 | $0 |
| CARL D OVERAA 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
| KARA K GRAGG 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
| JULIA OVERAA POWELL 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
| ERIN OVERAA DISSMAN 200 PARR BLVD, RICHMOND, CA 94801 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD D OVERAA 1160 VALLECITO COURT, LAFAYETTE, CA 945492831 | CHAIRPERSON | 1 | $0 |
| CARL D OVERAA 1160 VALLECITO COURT, SAN ANSELMO, CA 949601455 | TRUSTEE | 1 | $0 |
| KARA OVERAA GRAGG 85 MOUNTAIN VIEW DR, LAFAYETTE, CA 945494213 | TRUSTEE | 1 | $0 |
| JULIA L OVERAA POWELL 1071 GLEN ROAD, LAFAYETTE, CA 945493009 | TRUSTEE | 1 | $0 |
| ERIN OVERAA DISSMAN 3692 HASTINGS COURT, LAFAYETTE, CA 945493020 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 PARR BLVD, RICHMOND, CA 94801-1120
- In care of
- % REICH AND WALNER LLP
- Signed the 990-PF
- GERALD D OVERAA, CHAIRPERSON
- Phone
- (925) 284-1727
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0396816 or by the name OVERAA FAMILY GROUP.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 68-0396816
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99J)
- Assets (IRS master file)
- $1,577,192
- Income (IRS master file)
- $297,716
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $239,273 | $129,476 | $1,577,192 | XML |
| 990-PF | December 2024 | $248,730 | $110,102 | $1,467,395 | XML |
| 990-PF | December 2023 | $92,765 | $97,679 | $1,328,767 | 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 68-0396816).
Questions about OVERAA FAMILY GROUP
- What is the EIN of OVERAA FAMILY GROUP?
- The employer identification number (EIN) of OVERAA FAMILY GROUP is 68-0396816.
- Is OVERAA FAMILY GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to OVERAA FAMILY GROUP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OVERAA FAMILY GROUP file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OVERAA FAMILY GROUP 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 OVERAA FAMILY GROUP 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 OVERAA FAMILY GROUP?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does OVERAA FAMILY GROUP have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $239,273, expenses of $129,476 and total assets of $1,577,192 at year end.
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