Ben & Jeanne Overman Charitable Trust
The Ben & Jeanne Overman Charitable Trust is a private charitable foundation located in Wilmington, Delaware. The trust operates as a grantmaking foundation focused on philanthropic activities.
Key facts about Ben & Jeanne Overman Charitable Trust
- EIN
- 41-1384796
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $182,000
- Grants made (2024)
- 28
- Average grant
- $6,500
- Median grant
- $3,000
- New grantees (estimate)
- 21% first-time grantees (6 of 28, 2024)
- Primary geography
- Minnesota (46% 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 Ben & Jeanne Overman Charitable Trust funds
By grant dollars, the top recipient states for Ben & Jeanne Overman Charitable Trust's 28 itemized 2024 grants were Minnesota (46%), New York (31%) and District of Columbia (7%). The most frequent recipient cities were Duluth, MN (9 grants), Berkeley, CA (2 grants), Minneapolis, MN (2 grants) and St Paul, MN (2 grants). None of its 28 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (28 grants).
Is Ben & Jeanne Overman Charitable Trust open to new grantees?
21%
first-time grantees, 2024
In 2024, 6 of 28 grantees (21%) were first-time recipients. First grants averaged $3K; repeat grants $7K. How we count
Medians: $3K first-time, $3K repeat.
- 68% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+1%). 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 Ben & Jeanne Overman Charitable Trust
- How to evaluate Ben & Jeanne Overman Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Ben & Jeanne Overman Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$182K
+16.7% YoY
Grant Count
28
+16.7% YoY
Avg Grant Size
$7K
+0.0% YoY
Ready to take the next step with Ben & Jeanne Overman Charitable Trust?
Geographic Focus
Where this funder awards grants
The trust is based in Wilmington, Delaware, and operates within the Delaware philanthropic landscape.
Grant Distribution by State
Share of all 28 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Total Giving: $156,000
The foundation appears among the top foundations by total giving in both Wilmington and Delaware, ranking alongside other mid-sized charitable trusts in the region.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
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
130 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Temple Israel ($52,400), Boys & Girls Club ($28,000), College of St Scholastica ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TEMPLE ISRAEL New York, NY | CHARITABLE | $52,400 |
| BOYS & GIRLS CLUB Duluth, MN | CHARITABLE | $28,000 |
| COLLEGE OF ST SCHOLASTICA Duluth, MN | CHARITABLE | $13,000 |
| J STREET EDUCATION FUND Washington, DC | CHARITABLE | $12,400 |
| SIGGY'S MUSICAL GARDEN Superior, WI | CHARITABLE | $6,400 |
| CHOCHMAT MALEV Berkeley, CA | CHARITABLE | $6,000 |
| FIRST WITNESS CHILD ABUSE RESOURCE CENTE Duluth, MN | CHARITABLE | $5,000 |
| CHUM Duluth, MN | CHARITABLE | $5,000 |
| JEWISH COMMUNITY RELATIONS COUNCIL Minneapolis, MN | CHARITABLE | $5,000 |
| HUMAN DEVELOPMENT CENTER Duluth, MN | CHARITABLE | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Neuberger Berman Trust Company N a | Trustee | 40 | $45,096 |
| Jane Overman | Select Committee | — | — |
| Beverly Goldfine | Select Committee | — | — |
| James Sher | Select Committee | — | — |
| Dan Goldfine | Select Committee | — | — |
| Ann Goldfine | Select Committee | — | — |
| Jennifer Overman | Select Committee | — | — |
Frequently Asked Questions
Where does Ben & Jeanne Overman Charitable Trust make grants?
The trust is based in Wilmington, Delaware, and operates within the Delaware philanthropic landscape.
What size grants does Ben & Jeanne Overman Charitable Trust award?
In 2024, Ben & Jeanne Overman Charitable Trust awarded 28 grants totaling $182K — an average of about $7K per grant, based on its IRS Form 990 filings.
What is Ben & Jeanne Overman Charitable Trust's EIN?
Ben & Jeanne Overman Charitable Trust's EIN (Employer Identification Number) is 41-1384796. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ben & Jeanne Overman Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Tulsa Community Foundation
Tulsa, OK
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Duluth-Superior Area Community
Duluth, MN
Assets
$118.0M
Grants
136
Total Given
$4.2M
The Minneapolis Foundation
Minneapolis, MN
Assets
$1.2B
Grants
1,565
Total Given
$121.7M
Minnesota Power Foundation
Duluth, MN
Assets
$841K
Grants
168
Total Given
$871K
Tides Foundation
San Francisco, CA
Assets
$534.5M
Grants
2,110
Total Given
$382.1M
American Electric Power Foundation
Wilmington, DE
Assets
$65.2M
Grants
752
Total Given
$22.6M
Puget Sound Energy Foundation
Wilmington, DE
Assets
$19.6M
Grants
451
Total Given
$1.2M
First Eagle Investments Foundation
Wilmington, DE
Assets
—
Grants
389
Total Given
$1.2M
Hagerty Drivers Foundation
Wilmington, DE
Assets
—
Grants
330
Total Given
$192K
McNabb Foundation
Wilmington, DE
Assets
$4.8M
Grants
328
Total Given
$358K
Raskob Foundation for Catholic
Wilmington, DE
Assets
$208.0M
Grants
325
Total Given
$6.2M
Verizon Foundation
Basking Ridge, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
More Funders in Delaware
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.