Overaa Family Group
Overaa Family Group is a private foundation, based in RICHMOND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 21 grants totaling $101K. Net investment income was $232K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
+10.4% YoY
Annual Giving
$101K
+17.4% YoY
Grant Count
21
+0.0% YoY
Avg Grant Size
$5K
+17.4% YoY
Under IRS private-foundation payout rules, Overaa Family Group reported a distributable amount of $83K for 2024 — the minimum it must pay out in qualifying distributions.
About Overaa Family Group
Based on IRS filings
Overaa Family Group is a private foundation, based in RICHMOND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 21 grants totaling $101K. Net investment income was $232K.
Ready to take the next step with Overaa Family Group?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,467,395 | $1,328,767 | $1,348,681 |
| Revenue | $248,730 | $92,765 | $151,039 |
| Expenses | $110,102 | $97,679 | $87,518 |
| Qualifying Distributions | $103,308 | $89,637 | $76,174 |
| Net Investment Income | $232,364 | $83,311 | $139,695 |
| Distributable Amount | $82,731 | $73,678 | $75,008 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
86 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Als Therapy Development Institute ($15,000), Cancer Support Community San Francisco ($10,000), Monarch Services ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACALANES BOOSTER CLUB LAFAYETTE, CA | EDUCATION | $4,000 |
| ACALANES UNION HIGH SCHOOL DISTRICT LAFAYETTE, CA | EDUCATION | $5,000 |
| ALS THERAPY DEVELOPMENT INSTITUTE WATERTOWN, MA | MEDICAL | $15,000 |
| BAY AREA RESCUE MISSION RICHMOND, CA | TO HELP THE HOMELESS | $3,000 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO, CA | EDUCATION | $5,000 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO WALNUT CREEK, CA | MEDICAL | $10,000 |
| HER FUTURE COALITION ST AUGUSTINE, FL | TO HELP FIGHT AGAINST HUMAN TRAFFICKING | $4,000 |
| HONNOLD FOUNDATION SALT LAKE CITY, UT | TO PROVIDE SOLAR ENERGY FOR ALL | $4,000 |
| JOHN MUIR LAND TRUST MARTINEZ, CA | TO HELP PROTECT FOR OPEN SPACE, RANCHES, FARMS, PARKLAND AND SHORELINE IN CONTRA COSTA AND ALAMEDA COUNTIES | $2,000 |
| LAFAYETTE PARTNERS IN EDUCATION LAFAYETTE, CA | EDUCATION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GERALD D OVERAA | CHAIRPERSON | 1 | — |
| CARL D OVERAA | TRUSTEE | 1 | — |
| KARA K GRAGG | TRUSTEE | 1 | — |
| JULIA OVERAA POWELL | TRUSTEE | 1 | — |
| ERIN OVERAA DISSMAN | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Overaa Family Group?
As of 2024, Overaa Family Group holds $1.5M in total assets with $249K in annual revenue. It awarded 21 grants totaling $101K in 2024.
Where does Overaa Family Group operate?
Overaa Family Group has awarded grants in California, Florida, Massachusetts, Maryland, Minnesota, New Hampshire, Rhode Island, Utah.
What size grants does Overaa Family Group award?
In 2024, Overaa Family Group awarded 21 grants totaling $101K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Overaa Family Group required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Overaa Family Group reported a distributable amount of $83K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Overaa Family Group's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Overaa Family Group on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Overaa Family Group to a real strategy.