THE OVERFLOW FAMLIY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE OVERFLOW FAMLIY FOUNDATION (EIN 84-4207653)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202421309349103232
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T16:32:52-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844207653EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Overflow Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlOVERBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOANNA LUCASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOANNAPersonFirstNm
Person LastLUCASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$310,597FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,460DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,902NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$46,218GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,902CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,410TotalRevAndExpnssAmt
Total Net Invst Incm$11,410TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$288TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8,811OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,811OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,811TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,699TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,411TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,289ExcessRevenueOverExpensesAmt
Net Investment Income$11,410NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,285SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,633SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,633SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$275,965CorporateStockBOYAmt
Corporate Stock EOY$241,328CorporateStockEOYAmt
Corporate Stock EOYFMV$297,964CorporateStockEOYFMVAmt
Total Assets BOY$281,250TotalAssetsBOYAmt
Total Assets EOY$253,961TotalAssetsEOYAmt
Total Assets EOYFMV$310,597TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$281,250RetainedEarningBOYAmt
Retained Earning EOY$253,961RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$281,250TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$253,961TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$281,250TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$253,961TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$281,250TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,289ExcessRevenueOverExpensesAmt
Subtotal$253,961SubtotalAmt
Tot Net Ast Or Fund Balances EOY$253,961TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$46,218GrossSalesPriceAmt
Cost Or Other Basis$39,316CostOrOtherBasisAmt
Gain Or Loss$6,902GainOrLossAmt
Gains Minus Excess Or Losses$6,902GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,902CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$159InvestmentIncomeExciseTaxAmt
Subtotal$159SubtotalAmt
Tax Based On Investment Income$159TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$159TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Julia Eutsey
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Matt Eutsey
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Jeremy D Lucas
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Jim Lucas
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Joanna Lucas
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Sec, Treas1.0$0$0$0
Joel Lucas
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Melissa Lucas
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Sarita Lucas
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$287,942AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,469AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$291,411TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$291,411AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$287,040NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,352MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,352MinimumInvestmentReturnAmt
Tax Based On Investment Income$159TaxBasedOnInvestmentIncomeAmt
Total Tax$159TotalTaxAmt
Distributable Before Adj$14,193DistributableBeforeAdjAmt
Distributable Before Ded$14,193DistributableBeforeDedAmt
Distributable As Adjusted$14,193DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,411ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$38,411QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,193DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr3$45,030ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,752ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$41,943ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$177,725TotalExcessDistributionCyovAmt
Qualifying Distributions$38,411QualifyingDistributionsAmt
Applied To Current Year$14,193AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,218RemainingDistriFromCorpusAmt
Total Corpus$201,943TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$201,943ExcessDistriCyovToNextYrAmt
Excess From Year3$45,030ExcessFromYear3Amt
Excess From Year2$90,752ExcessFromYear2Amt
Excess From Year1$41,943ExcessFromYear1Amt
Excess From Current Year$24,218ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJoanna LucasContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLACK ROCK RETREAT
1345 KIRKWOOD PIKEQUARRYVILLEPA17566N/APCGeneral & Unrestricted$500
D Poore
151 Vera CircleVistaCA92084NONEIHardship Assistance Grant$5,000
FELLOWSHIP OF FAITH A CHRISTIAN COMMUNITY INC
PO BOX 230RIO GRANDEOH45674N/APCGeneral & Unrestricted$3,000
MT HOPE NAZARENE RETIREMENT COMMUNITY
3026 MOUNT HOPE HOME RDMANHEIMPA17545N/APCGeneral & Unrestricted$10,000
OAKDALE CHRISTIAN ACADEMY INC
5801 BEATTYVILLE RDJACKSONKY41339N/APCGeneral & Unrestricted$2,500
SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC
411 MERCY DRORLANDOFL32805N/APCGeneral & Unrestricted$1,000
SERVANT STAGE COMPANY
201 W MAIN STSTRASBURGPA17579N/APCGeneral & Unrestricted$1,000
SOLANCO NEIGHBORHOOD MINISTRIES
355 BUCK RDQUARRYVILLEPA17566N/APCGeneral & Unrestricted$250
SOLID ROCK YOUTH MINISTRY INC
PO BOX 682QUARRYVILLEPA17566N/APCGeneral & Unrestricted$250
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063N/APCGeneral & Unrestricted$600
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCGeneral & Unrestricted$5,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,460ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,902ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,410ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,410TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$119,901$168,762
FIDELITY EXTENDED MARKET INDEX$52,349$49,617
FIDELITY FOUR IN ONEINDEX$16,720$19,449
SCHWAB S P 500 INDEX FUND SELE$52,358$60,136

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,786$8,786
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2022CategoryTxt
Amt$288Amt

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