Dorothy M Overcash Charitable Trust
The Dorothy M Overcash Charitable Trust is a private foundation based in Winchester, Virginia. It makes grants to charitable organizations; its 2025 filing states that expenses were attributable to grants and administering its grant program.
Dorothy M Overcash Charitable Trust at a glance
In short: Dorothy M Overcash Charitable Trust gave $110K across 21 grants in 2025 (avg $5K), mostly in Virginia. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $110,000
- +0.0% vs 2024
- Grants made (2025)
- 21
- +0.0% vs 2024
- Average grant
- $5,238
- +0.0% vs 2024
- Median grant
- $4,000
- Total assets
- $1,208,935
- -6.3% vs 2024
- New grantees (estimate)
- 15% first-time grantees (3 of 20, 2025; small sample)
- Primary geography
- Virginia (100% 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 Dorothy M Overcash Charitable Trust
- How to Apply
-
The filing lists First Bank as the contact. No special format is required. Applicants must demonstrate that their charitable purpose falls within the foundation’s purpose and provide a copy of their IRS exempt-status determination. The filing lists no restrictions on awards.
- Contact
Application contact: First Bank
Mailing address: 1835 Valley Avenue, Winchester, VA 22601
Phone: (540) 678-2712
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Dorothy M Overcash Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Winchester City Public Schools ($16K). Together the top 10 received $83K.
Organizations only. It also paid 1 individual scholarship ($4,500), which are not listed by name.
Grant Size Distribution
105 grants across all recorded years
The most common grant size was under $50K: 105 grants of 105 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
Is Dorothy M Overcash Charitable Trust open to new grantees?
15%
first-time grantees, 2025
In 2025, 3 of 20 grantees (15%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $3K; repeat grants $6K. How we count
Medians: $3K first-time, $4K repeat.
- 85% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $88K (2019) to $110K (2025). In 2025 it made 21 grants totaling $110K.
Grants by year
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 |
| 1 individual scholarship Recipients not named | — | $4,500 |
| Winchester Area Temporary Thermal Shelter Winchester, VA | General Purpose | $4,200 |
Ready to take the next step with Dorothy M Overcash 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 | $1,208,935 | $57,082 | $137,715 | $110,000 | 21 | $115,365 | $37,832 | $107,767 |
| 2024 | $1,289,568 | $173,208 | $135,928 | $110,000 | 21 | $115,313 | $153,986 | $106,991 |
| 2023 | $1,252,288 | $103,123 | $129,782 | $108,000 | 21 | $112,579 | $85,920 | $96,243 |
| 2022 | $1,278,947 | $49,498 | $133,134 | $108,000 | 21 | $112,991 | $31,594 | $96,232 |
| 2021 | $1,362,583 | $121,050 | $125,699 | $101,000 | 21 | $106,337 | $101,688 | $109,852 |
| 2020 | $1,367,232 | $42,470 | $112,553 | $88,950 | 20 | — | $24,881 | $97,098 |
| 2019 | $1,437,315 | $108,743 | $110,432 | $87,850 | 20 | — | $92,071 | $91,239 |
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.
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 supported a range of organizations and purposes. For example, the Kernstown Battlefield Association says its mission is preserving the Civil War battlefield sites of the First and Second Battles of Kernstown. Fremont Street Nursery describes its mission as providing safe, secure, educationally appropriate child care within families’ financial reach. Special Love says it supports cancer patients and their families through a network of people who understand that experience.
Grantmaking
In 2025, the trust made 21 grants totaling $110,000. Grants ranged from $1,500 to $16,200, with a median of $4,000. Among the larger awards were $16,200 to Winchester City Public Schools for scholarships; $10,800 each to College Presbyterian Church for general purposes, Henry & William Evans Home for Children for general purposes, Kernstown Battlefield Association for capital improvements, and the Salvation Army for its Camp Rappahannock youth program. Other grants included $5,400 to Handley High School Museum & Archive, $5,000 to WinCFred County Historical Society, and $4,200 to Winchester Area Temporary Thermal Shelter.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists First Bank as trustee.
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
The highest reported compensation on the 2025 filing was $23K, to First Bank (Trustee).
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. It also paid 1 individual scholarship ($4,500), which are not listed by name. 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 does Dorothy M Overcash Charitable Trust fund?
The available filing does not state a mission for the foundation. Its 2025 grants supported a range of organizations and purposes. For example, the Kernstown Battlefield Association says its mission is preserving the Civil War battlefield sites of the First and Second Battles of Kernstown. See mission & focus areas ↑
How do I apply for a grant from Dorothy M Overcash Charitable Trust?
The filing lists First Bank as the contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
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
Live grants for the work Dorothy M Overcash Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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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Funders that support many of the same organizations
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—
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Cite this profile
Grantable. (2026). Dorothy M Overcash Charitable Trust funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/dorothy-m-overcash-charitable-trust-morg_9beb75ff927c438698b6af650accfe09
BibTeX
@misc{grantable_546498083_2026,
author = {{Grantable}},
title = {{Dorothy M Overcash Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/dorothy-m-overcash-charitable-trust-morg_9beb75ff927c438698b6af650accfe09},
note = {Accessed 2026-10-18. 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 Dorothy M Overcash 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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