Ben & Jeanne Overman Charitable Trust
The Ben & Jeanne Overman Charitable Trust is a private foundation based in Wilmington, Delaware. Its 2025 filing reports 30 grants totaling $171,000 to organizations in several states.
Ben & Jeanne Overman Charitable Trust at a glance
In short: Ben & Jeanne Overman Charitable Trust gave $171K across 30 grants in 2025 (avg $6K), top state Minnesota. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $171,000
- -6.0% vs 2024
- Grants made (2025)
- 30
- +7.1% vs 2024
- Average grant
- $5,700
- -12.3% vs 2024
- Median grant
- $3,000
- Total assets
- $2,675,512
- +2.0% vs 2024
- New grantees (estimate)
- 7% first-time grantees (2 of 30, 2025)
- Primary geography
- Minnesota (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ben & Jeanne Overman Charitable Trust
- How to Apply
-
The 2025 filing names Neuberger Berman Trust Company N A as the contact. It lists application form and materials as “N/A” and award restrictions as “SEE ATTACHED.” The filing states that the foundation does not restrict giving to preselected organizations.
- Review Cycle
- The 2025 filing lists September 30; it does not specify a year for that date.
- Deadline
- The 2025 filing lists September 30; it does not specify a year for that date.
- Contact
Application contact: Neuberger Berman Trust Company N A
Mailing address: PO Box 396, Wilmington, DE 19899
Phone: (302) 830-4352
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ben & Jeanne Overman Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Temple Israel ($53K). Together the top 10 received $129K.
Grant Size Distribution
137 grants across all recorded years
The most common grant size was under $50K: 134 grants of 137 (98%).
Geographic Focus
Where this funder awards grants
The trust is based in Wilmington, Delaware. Its 2025 filing reports that grant dollars went to recipients in multiple states; the largest stated shares were Minnesota (46%) and New York (34%), followed by Washington, DC, and California (5% each), and Ohio (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 30 itemized grants.
States
Cities
Is Ben & Jeanne Overman Charitable Trust open to new grantees?
7%
first-time grantees, 2025
In 2025, 2 of 30 grantees (7%) were first-time recipients. First grants averaged $3K; repeat grants $6K. How we count
Medians: $3K first-time, $3K repeat.
- 87% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $140K (2020) to $182K (2024). In 2025 it made 30 grants totaling $171K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Israel New York, NY | Charitable | $53,000 |
| Boys & Girls Club Duluth, MN | Charitable | $28,000 |
| College of St Scholastica Duluth, MN | Charitable | $13,000 |
| J Street Education Fund Washington, DC | Charitable | $8,500 |
| First Witness Child Abuse Resource Cente Duluth, MN | Charitable | $5,000 |
| Catholic Newman Center Cincinnati, OH | Charitable | $5,000 |
| Damiano Center Soup Kitchen Duluth, MN | Charitable | $4,000 |
| Chum Duluth, MN | Charitable | $4,000 |
| Saint Mark African Methodist Church Flushing, NY | Charitable | $4,000 |
| Siggy's Musical Garden Superior, WI | Charitable | $4,000 |
Ready to take the next step with Ben & Jeanne Overman Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,675,512 | $273,778 | $219,801 | $171,000 | 30 | $190,311 | $245,825 | $173,154 |
| 2024 | $2,622,219 | $145,258 | $229,258 | $182,000 | 28 | $202,128 | $118,122 | $162,665 |
| 2023 | $2,707,871 | $86,559 | $199,018 | $156,000 | 24 | $161,488 | $49,029 | $158,477 |
| 2022 | $2,821,316 | $152,971 | $195,494 | $144,000 | 27 | $148,687 | $114,567 | $164,551 |
| 2021 | $2,865,470 | $515,932 | $234,526 | $180,500 | 28 | $185,951 | $474,377 | $181,056 |
| 2020 | $2,577,941 | $292,135 | $181,123 | $140,000 | 23 | — | $256,850 | $148,516 |
Under IRS private-foundation payout rules, Ben & Jeanne Overman Charitable Trust reported a distributable amount of $173K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available filing does not state a mission for the foundation. Its 2025 grants show support for varied organizations. For example, the College of St. Scholastica describes its mission as providing intellectual and moral preparation for responsible living and meaningful work, grounded in its Catholic Benedictine heritage. J Street Education Fund says it provides education on the need for bold American leadership toward a peaceful, viable, and just resolution to the Israeli-Palestinian conflict.
Other 2025 recipients describe work that includes hands-on education at Berkwood School; specially adapted homes and follow-on support for severely injured post-9/11 veterans through Homes for Our Troops; and meals, housing, and supportive services for people in need through Union Gospel Mission in Duluth. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In filing year 2025, the foundation made 30 grants totaling $171,000. Grant amounts ranged from $500 to $53,000, with a median of $3,000.
Among the largest 2025 grants were $53,000 to Temple Israel in New York, $28,000 to Boys & Girls Club in Duluth, and $13,000 to the College of St. Scholastica in Duluth. Other notable grants included $8,500 to J Street Education Fund and $5,000 each to First Witness Child Abuse Resource Center in Duluth and Catholic Newman Center in Cincinnati. The filing lists the purposes of these grants as “CHARITABLE.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Neuberger Berman Trust Company N A as trustee. It lists Jane Overman, Beverly Goldfine, James Sher, Dan Goldfine, Ann Goldfine, and Jennifer Overman as members of the Select Committee.
Ben & Jeanne Overman Charitable Trust's 2025 filing lists 7 officers; 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Neuberger Berman Trust Company N A
Trustee
On filings since 2021
40 hrs/week
$47K (2021) → $46K (2025)
Ann Goldfine
Select Committee
On filings since 2020
No compensation reported
Beverly Goldfine
Select Committee
On filings since 2020
No compensation reported
Dan Goldfine
Select Committee
On filings since 2020
No compensation reported
James Sher
Select Committee
On filings since 2020
No compensation reported
Jane Overman
Select Committee
On filings since 2020
No compensation reported
Jennifer Overman
Select Committee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $46K, to Neuberger Berman Trust Company N a (Trustee).
Frequently asked questions about Ben & Jeanne Overman Charitable Trust
How much does Ben & Jeanne Overman Charitable Trust give each year?
Ben & Jeanne Overman Charitable Trust gave $171K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $182K across 28 grants.
What is Ben & Jeanne Overman Charitable Trust's typical grant size?
Ben & Jeanne Overman Charitable Trust's median grant in 2025 was $3,000, and its average grant was $5,700, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ben & Jeanne Overman Charitable Trust that year got $3K on average.
Where does Ben & Jeanne Overman Charitable Trust give grants?
Ben & Jeanne Overman Charitable Trust's top state is Minnesota, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest state was New York (34%). The most frequent recipient cities were Duluth, MN (10 grants), Minneapolis, MN (4 grants), Berkeley, CA (2 grants) and St. Paul, MN (2 grants).
Does Ben & Jeanne Overman Charitable Trust give general operating support?
Not in 2025: none of the 30 grants with a stated purpose on Ben & Jeanne Overman Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (30 grants).
Who are Ben & Jeanne Overman Charitable Trust's largest grantees?
Ben & Jeanne Overman Charitable Trust's largest 2025 grantees include Temple Israel ($53,000), Boys & Girls Club ($28,000) and College of St Scholastica ($13,000), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is Ben & Jeanne Overman Charitable Trust?
Ben & Jeanne Overman Charitable Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $190K in qualifying distributions that year, against a required minimum of $173K (roughly 5% of its investment assets).
What does Ben & Jeanne Overman Charitable Trust fund?
The available filing does not state a mission for the foundation. Its 2025 grants show support for varied organizations. For example, the College of St. See mission & focus areas ↑
How do I apply for a grant from Ben & Jeanne Overman Charitable Trust?
The 2025 filing names Neuberger Berman Trust Company N A as the contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Ben & Jeanne Overman Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/ben-and-jeanne-overman-charitable-trust-morg_077cfc94e84543fcb1c1e70c09a2cefd
BibTeX
@misc{grantable_411384796_2026,
author = {{Grantable}},
title = {{Ben \& Jeanne Overman Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ben-and-jeanne-overman-charitable-trust-morg_077cfc94e84543fcb1c1e70c09a2cefd},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ben & Jeanne Overman Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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