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 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 21 grants totaling $110K. Net investment income was $154K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+3.0% YoY
Annual Giving
$110K
+1.9% YoY
Grant Count
21
+0.0% YoY
Avg Grant Size
$5K
+1.9% YoY
Under IRS private-foundation payout rules, Dorothy M Overcash Charitable Trust reported a distributable amount of $107K for 2024 — the minimum it must pay out in qualifying distributions.
About Dorothy M Overcash Charitable Trust
Based on IRS filings
Dorothy M Overcash Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINCHESTER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 21 grants totaling $110K. Net investment income was $154K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,289,568 | $1,252,288 | $1,278,947 |
| Revenue | $173,208 | $103,123 | $49,498 |
| Expenses | $135,928 | $129,782 | $133,134 |
| Qualifying Distributions | $115,313 | $112,579 | $112,991 |
| Net Investment Income | $153,986 | $85,920 | $31,594 |
| Distributable Amount | $106,991 | $96,243 | $96,232 |
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
104 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Winchester City Public Schools ($16,200), Henry & William Evans Home for Children Inc ($10,800), Kernstown Battlefield Association ($10,800).
| Recipient | Purpose | Amount |
|---|---|---|
| BLUE RIDGE HOSPICE WINCHESTER, VA | KALEIDESCOPE YOUTH PROGRAM | $2,500 |
| BRIGHT FUTURES OF FREDERICKWINCHESTER WINCHESTER, VA | GENERAL PURPOSE | $2,500 |
| C-CAP WINCHESTER, VA | GENERAL PURPOSE | $4,500 |
| FREEMONT STREET NURSERY INC WINCHESTER, VA | GENERAL PURPOSE | $2,500 |
| FAMILIES REACHING OUT GROUP WINCHESTER, VA | GENERAL PURPOSE | $1,500 |
| HANDLEY HIGH SCHOOL MUSEUM & ARCHIVE WINCHESTER, VA | MUSEUM/ARCHIVE | $5,400 |
| HENRY & WILLIAM EVANS HOME FOR CHILDREN INC WINCHESTER, VA | GENERAL PURPOSE | $10,800 |
| KERNSTOWN BATTLEFIELD ASSOCIATION WINCHESTER, VA | CAPITAL IMPROVEMENTS | $10,800 |
| KIDS CLUB OF NORTHERN SHENANDOAH VALLEY WINCHESTER, VA | GENERAL PURPOSE | $2,000 |
| LAUREL RIDGE COMMUNITY COLLEGE EDUCATIONAL FOUNDATION WARRENTON, VA | DOROTHY MARGARET OVERCASH MEMORIAL SCHOLARSHIP | $4,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIRST BANK | TRUSTEE | 0.5 | $23,180 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $1.3M in total assets as of 2024.
How large is Dorothy M Overcash Charitable Trust?
As of 2024, Dorothy M Overcash Charitable Trust holds $1.3M in total assets with $173K in annual revenue. It awarded 21 grants totaling $110K in 2024.
Where does Dorothy M Overcash Charitable Trust operate?
Dorothy M Overcash Charitable Trust has awarded grants in Virginia.
What size grants does Dorothy M Overcash Charitable Trust award?
In 2024, Dorothy M Overcash Charitable Trust awarded 21 grants totaling $110K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Dorothy M Overcash Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dorothy M Overcash Charitable Trust reported a distributable amount of $107K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dorothy M Overcash Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.