Overaa Family Group

Private foundation · Grantmaker Richmond, CA EIN: 68-0396816

Overaa Family Group is a private foundation based in Richmond, California. In its 2025 filing, it reported giving $99,800 through 13 grants to charitable organizations, with listed recipients in California and Massachusetts.

Overaa Family Group at a glance

In short: Overaa Family Group gave $100K across 13 grants in 2025 (avg $8K), mostly in California. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$99,800
-1.2% vs 2024
Grants made (2025)
13
-38.1% vs 2024
Average grant
$7,677
+59.6% vs 2024
Median grant
$4,000
Total assets
$1,577,192
+7.5% vs 2024
New grantees (estimate)
38% first-time grantees (5 of 13, 2025; small sample)
Primary geography
California (85% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Overaa Family Group

How to Apply

The filing says the foundation does not restrict giving to preselected organizations. It accepts requests by letter explaining the charitable purpose, with proof of exempt status, relevant printed material about the organization, an explanation of the use of funds, and a contact person for further information. The filing lists no restrictions on awards.

Review Cycle
November 15 for the calendar year requested.
Deadline
November 15 for the calendar year requested.
Contact

Application contact: Gerald Overaa
Mailing address: 200 Parr Blvd, Richmond, CA 94801
Phone: (925) 284-1727

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Overaa Family Group funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Lafayette Park Theater Trust: $50KLafayette Park Theater Trust$50KALS Therapy Development Institute: $15KALS Therapy DevelopmentInstitute$15KBay Area Rescue Mission: $5KBay Area Rescue Mission$5KCalifornia Polytechnic State University Foundation: $5KCalifornia Polytechnic StateUniversity Foundation$5KSt Mary's College of California: $5KSt Mary's College ofCalifornia$5KRichmond Community Foundation: $4KRichmond Community Foundation$4KLafayette Community Garden: $4KLafayette Community Garden$4KOakland Zoo: $3KOakland Zoo$3KMarin CASA: $3KMarin CASA$3KLafayette Partners in Education: $2KLafayette Partners inEducation$2K

The largest 2025 recipient was Lafayette Park Theater Trust ($50K). Together the top 10 received $96K.

Grant Size Distribution

88 grants across all recorded years

87<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 87 grants of 88 (99%).

Geographic Focus

Where this funder awards grants

The 2025 filing’s grant dollars were reported as 85% to recipients in California and 15% to recipients in Massachusetts. Listed grantees were located in those two states.

Grant Distribution by State

8states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

LafayetteRichmondMoragaOaklandWalnut CreekPleasant HillSan Luis ObispoAlamoMartinezSan AnslmoFarrisvilleWatertownWatsonvilleHanoverMaple PlainMinneapolisPleasantonSalt Lake CitySan AnselmoSt Augustine

Is Overaa Family Group open to new grantees?

38%

first-time grantees, 2025

In 2025, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $13K; repeat grants $5K. How we count

Medians: $4K first-time, $4K repeat.

  • 46% of 2025 grantees were also funded in 2024. Method
  • Giving grew 37% from 2022 to 2025. Method
  • In 2025 it paid out 123% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K9 grants2019 11 grants2020 18 grants2021 15 grants2022 21 grants2023 21 grants2024 13 grants2025

From 2019 to 2025, annual grant giving ranged from $68K (2019) to $122K (2020). In 2025 it made 13 grants totaling $100K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Lafayette Park Theater Trust Lafayette, CACharitable Operations$50,000
ALS Therapy Development Institute Watertown, MACharitable Operations$15,000
Bay Area Rescue Mission Richmond, CACharitable Operations$5,000
California Polytechnic State University Foundation San Luis Obispo, CACharitable Operations$5,000
St Mary's College of California Moraga, CACharitable Operations$5,000
Richmond Community Foundation Richmond, CACharitable Operations$4,000
Lafayette Community Garden Lafayette, CACharitable Operations$4,000
Oakland Zoo Oakland, CACharitable Operations$3,300
Marin CASA San Rafael, CACharitable Operations$3,000
Lafayette Partners in Education Lafayette, CACharitable Operations$2,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,577,192$239,273$129,476$99,80013$108,869$203,591$88,455
2024$1,467,395$248,730$110,102$101,00021$103,308$232,364$82,731
2023$1,328,767$92,765$97,679$86,00021$89,637$83,311$73,678
2022$1,348,681$151,039$87,518$73,00015$76,174$139,695$75,008
2021$1,270,160$215,977$98,460$91,00018$93,750$212,281$87,775
2020$1,152,643$102,879$128,385$122,00011—$99,396$68,336
2019$1,178,149$101,472$79,317$68,0009—$97,332$66,504

Under IRS private-foundation payout rules, Overaa Family Group reported a distributable amount of $88K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing does not state a mission. Its 2025 grants went to organizations including a theater trust, a therapy research institute, a rescue mission, educational institutions, a community foundation, a community garden, a zoo, and a CASA organization. The grantees describe their own work in varied terms: Bay Area Rescue Mission says its mission is to share the Gospel of Jesus Christ with homeless and needy people and empower them; Richmond Community Foundation says it mobilizes connections to build healthy, thriving communities; Lafayette Partners in Education says it works to enhance and expand educational opportunities for students in Lafayette’s public schools; and White Pony Express says it seeks to eliminate hunger and poverty by delivering food to people in need.

Grantmaking

In 2025, the foundation made 13 grants totaling $99,800. Grants ranged from $500 to $50,000, with a median of $4,000. The largest listed grants were $50,000 to Lafayette Park Theater Trust and $15,000 to ALS Therapy Development Institute. Other grants included $5,000 each to Bay Area Rescue Mission, California Polytechnic State University Foundation, and St Mary’s College of California; $4,000 each to Richmond Community Foundation and Lafayette Community Garden; and $3,300 to Oakland Zoo. The listed grant purposes were charitable operations.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Gerald D Overaa as chairperson and Carl D Overaa, Kara K Gragg, Julia Overaa Powell, and Erin Overaa Dissman as trustees.

Overaa Family Group is led by Gerald D. Overaa, Chairperson on every filing since 2019; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Gerald D. Overaa

    Chairperson

    On filings since 2019

    1 hr/week

    No compensation reported

  • Carl D. Overaa

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Erin Overaa Dissman

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Julia L. Overaa Powell

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Kara K. Gragg

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Overaa Family Group

How much does Overaa Family Group give each year?

Overaa Family Group gave $100K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 21 grants.

What is Overaa Family Group's typical grant size?

Overaa Family Group's median grant in 2025 was $4,000, and its average grant was $7,677, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Overaa Family Group that year got $13K on average.

Where does Overaa Family Group give grants?

Overaa Family Group gives mostly in California: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (15%). The most frequent recipient cities were Lafayette, CA (4 grants) and Richmond, CA (2 grants).

Does Overaa Family Group give general operating support?

Not in 2025: none of the 13 grants with a stated purpose on Overaa Family Group's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Operations" (13 grants).

Who are Overaa Family Group's largest grantees?

Overaa Family Group's largest 2025 grantees include Lafayette Park Theater Trust ($50,000), ALS Therapy Development Institute ($15,000) and Bay Area Rescue Mission ($5,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.

How large is Overaa Family Group?

Overaa Family Group reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $109K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets).

What does Overaa Family Group fund?

The foundation’s filing does not state a mission. Its 2025 grants went to organizations including a theater trust, a therapy research institute, a rescue mission, educational institutions, a community foundation, a community garden, a zoo, and a CASA organization. See mission & focus areas ↑

How do I apply for a grant from Overaa Family Group?

The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Overaa Family Group's EIN?

Overaa Family Group's EIN (Employer Identification Number) is 68-0396816. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 18, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Overaa Family Group's focus areas in our free grants database

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Cite this profile

Grantable. (2026). Overaa Family Group funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/overaa-family-group-morg_c6b544e8c26047db93daacc7ce9da3ff

BibTeX
@misc{grantable_680396816_2026,
  author       = {{Grantable}},
  title        = {{Overaa Family Group funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/overaa-family-group-morg_c6b544e8c26047db93daacc7ce9da3ff},
  note         = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Overaa Family Group's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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