Dorothy M Overcash Charitable Trust
Dorothy M Overcash Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Winchester, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 21 grants totaling $110K. Net investment income was $38K.
Key facts about Dorothy M Overcash Charitable Trust
In short: Dorothy M Overcash Charitable Trust gave $110K across 21 grants in 2025 (avg $5K), mostly in Virginia. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 54-6498083
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $110,000
- Grants made (2025)
- 21
- Average grant
- $5,238
- Median grant
- $4,000
- New grantees (estimate)
- 14% first-time grantees (3 of 21, 2025)
- Total assets
- $1,208,935
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
-6.3% YoY
Annual Giving
$110K
+0.0% YoY
Grant Count
21
+0.0% YoY
Avg Grant Size
$5K
+0.0% YoY
Under IRS private-foundation payout rules, Dorothy M Overcash Charitable Trust reported a distributable amount of $108K for 2025 — the minimum it must pay out in qualifying distributions.
Is Dorothy M Overcash Charitable Trust open to new grantees?
14%
first-time grantees, 2025
In 2025, 3 of 21 grantees (14%) were first-time recipients. First grants averaged $3K; repeat grants $6K. How we count
Medians: $3K first-time, $4K repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 21 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
105 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| WINCHESTER CITY PUBLIC SCHOOLS Winchester, VA | SCHOLARSHIPS | $16,200 |
| COLLEGE PRESBYTERIAN CHURCH Hampden Sydney, VA | GENERAL PURPOSE | $10,800 |
| HENRY & WILLIAM EVANS HOME FOR CHILDREN INC Winchester, VA | GENERAL PURPOSE | $10,800 |
| KERNSTOWN BATTLEFIELD ASSOCIATION Winchester, VA | CAPITAL IMPROVEMENTS | $10,800 |
| SALVATION ARMY Alexandria, VA | CAMP RAPPAHANNOCK YOUTH PROGRAM | $10,800 |
| HANDLEY HIGH SCHOOL MUSEUM & ARCHIVE Winchester, VA | MUSEUM/ARCHIVE | $5,400 |
| WINCFRED COUNTY HISTORICAL SOCIETY Winchester, VA | GENERAL PURPOSE | $5,000 |
| C-CAP Winchester, VA | GENERAL PURPOSE | $4,500 |
| LAUREL RIDGE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION Warrenton, VA | DOROTHY MARGARET OVERCASH MEMORIAL SCHOLARSHIP | $4,500 |
| WINCHESTER AREA TEMPORARY THERMAL SHELTER Winchester, VA | GENERAL PURPOSE | $4,200 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,208,935 | $1,289,568 | $1,252,288 |
| Revenue | $57,082 | $173,208 | $103,123 |
| Expenses | $137,715 | $135,928 | $129,782 |
| Qualifying Distributions | $115,365 | $115,313 | $112,579 |
| Net Investment Income | $37,832 | $153,986 | $85,920 |
| Distributable Amount | $107,767 | $106,991 | $96,243 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Dorothy M Overcash Charitable Trust's only listed officer is First Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
First Bank
Trustee
On filings since 2019
0.5 hrs/week
$20K (2019) → $23K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
Frequently asked questions about Dorothy M Overcash Charitable Trust
How much does Dorothy M Overcash Charitable Trust give each year?
Dorothy M Overcash Charitable Trust gave $110K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 21 grants.
What is Dorothy M Overcash Charitable Trust's typical grant size?
Dorothy M Overcash Charitable Trust's median grant in 2025 was $4,000, and its average grant was $5,238, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dorothy M Overcash Charitable Trust that year got $3K on average.
Where does Dorothy M Overcash Charitable Trust give grants?
Dorothy M Overcash Charitable Trust gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winchester, VA (16 grants).
Does Dorothy M Overcash Charitable Trust give general operating support?
Yes: 52% of Dorothy M Overcash Charitable Trust's 2025 grants with a stated purpose (11 of 21) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dorothy M Overcash Charitable Trust's largest grantees?
Dorothy M Overcash Charitable Trust's largest 2025 grantees include Winchester City Public Schools ($16,200), College Presbyterian Church ($10,800) and Henry & William Evans Home for Children Inc ($10,800), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Dorothy M Overcash Charitable Trust?
Dorothy M Overcash Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $115K in qualifying distributions that year, against a required minimum of $108K (roughly 5% of its investment assets).
What is Dorothy M Overcash Charitable Trust?
Dorothy M Overcash Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Winchester, VA. It holds $1.2M in total assets as of 2025.
What is Dorothy M Overcash Charitable Trust's EIN?
Dorothy M Overcash Charitable Trust's EIN (Employer Identification Number) is 54-6498083. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Dorothy M Overcash Charitable Trust by hand.
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