Ben & Jeanne Overman Charitable Trust

WILMINGTON, DE EIN: 41-1384796

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

Annual Giving

$182K

+16.7% YoY

Grant Count

28

+16.7% YoY

Avg Grant Size

$7K

+0.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$46K$91K$137K$182K23 grants202028 grants202127 grants202224 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TEMPLE ISRAEL$52KBOYS & GIRLS CLUB$28KCOLLEGE OF ST SCHOLASTICA$13KJ STREET EDUCATION FUND$12KSIGGY'S MUSICAL GARDEN$6KCHOCHMAT MALEV$6KFIRST WITNESS CHILD ABUS…$5KCHUM$5KJEWISH COMMUNITY RELATIO…$5KHUMAN DEVELOPMENT CENTER$4K

Grant Size Distribution

130 grants across all recorded years

128<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Ben & Jeanne Overman Charitable Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NEUBERGER BERMAN TRU…TRUSTEE$45K

From 2024 filing

NameTitleHoursCompensation
NEUBERGER BERMAN TRUST COMPANY N ATRUSTEE40$45,096
JANE OVERMANSELECT COMMITTEE
BEVERLY GOLDFINESELECT COMMITTEE
JAMES SHERSELECT COMMITTEE
DAN GOLDFINESELECT COMMITTEE
ANN GOLDFINESELECT COMMITTEE
JENNIFER OVERMANSELECT COMMITTEE

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

8states

Cities

BERKELEYBERKELYBULUTHCINCINNATIDULUTHEL CERRITOELK RIVERFLUSHINGGRAND RAPIDSHARVARDMADISONMENDOTA HEIGHTSMINNEAPOLISMORGANTOWNNEW YORKOAKLANDQUEENSST PAULSUPERIORWASHINGTON

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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