Dorothy M Overcash Charitable Trust

WINCHESTER, VA EIN: 54-6498083

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AlexandriaHampden SydneyNew MarketStephens CityWarrentonWinchester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$48K$95K$143K$191K20202021202220232024
Metric202420232022
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

$0$28K$55K$83K$110K20 grants202021 grants202121 grants202221 grants202321 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WINCHESTER CITY PUBLIC S…$16KHENRY & WILLIAM EVANS HO…$11KKERNSTOWN BATTLEFIELD AS…$11KCOLLEGE PRESBYTERIAN CHU…$11KSALVATION ARMY$11KHANDLEY HIGH SCHOOL MUSE…$5KWINCFRED COUNTY HISTORIC…$5KC-CAP$5KLAUREL RIDGE COMMUNITY C…$5KWINCHESTER AREA TEMPORAR…$4K

Grant Size Distribution

104 grants across all recorded years

104<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FIRST BANKTRUSTEE$23K

From 2024 filing

NameTitleHoursCompensation
FIRST BANKTRUSTEE0.5$23,180

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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