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.
Key facts about Overaa Family Group
- EIN
- 68-0396816
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $101,000
- Grants made (2024)
- 21
- Average grant
- $4,810
- Median grant
- $4,000
- New grantees (estimate)
- 24% first-time grantees (5 of 21, 2024)
- Total assets
- $1,467,395
- Primary geography
- California (69% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Overaa Family Group funds
By grant dollars, the top recipient states for Overaa Family Group's 21 itemized 2024 grants were California (69%), Massachusetts (15%) and Minnesota (8%). The most frequent recipient cities were Lafayette, CA (4 grants), Walnut Creek, CA (2 grants) and Watsonville, CA (2 grants). None of its 21 grants with a stated purpose were described as general or operating support. Recurring purposes include "Education" (7 grants) and "Medical" (3 grants).
Is Overaa Family Group open to new grantees?
24%
first-time grantees, 2024
In 2024, 5 of 21 grantees (24%) were first-time recipients. First grants averaged $4K; repeat grants $5K. How we count
Medians: $4K first-time, $4K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+11%). Method
- In 2024 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Overaa Family Group
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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
Share of all 21 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include ALS Therapy Development Institute ($15,000), Cancer Support Community San Francisco ($10,000), Monarch Services ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTE Watertown, MA | MEDICAL | $15,000 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO Walnut Creek, CA | MEDICAL | $10,000 |
| MONARCH SERVICES Watsonville, CA | TO HELP THE PROGRAM PROVIDE IMMEDIATE CRISIS RESPONSE TO SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT AND HUMAN TRAFFICKING THROUGH OUR 24-HOUR CONFIDENTIAL TELEPHONE SERVICE | $6,000 |
| NEW DAY FOR CHILDREN Alamo, CA | STOP SEX TRAFFICING | $6,000 |
| ACALANES UNION HIGH SCHOOL DISTRICT Lafayette, CA | EDUCATION | $5,000 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY San Luis Obispo, CA | EDUCATION | $5,000 |
| PARK THEATER TRUST Lafayette, CA | TO KEEP LOCAL THEATER OPEN DUE TO IT BEING AN IMPORTANT BUILDING TO THE COMMUNINITY | $5,000 |
| ST MARY'S COLLEGE Moraga, CA | EDUCATION | $5,000 |
| WILD FARM ALLIANCE Watsonville, CA | TO RESTORE THE WILD LIFE | $5,000 |
| ACALANES BOOSTER CLUB Lafayette, CA | EDUCATION | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.