Overbey TW - Trinity Epis Ch
Overbey TW - Trinity Epis Ch is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $106K in total assets. In 2024, it awarded 1 grant totaling $4K. Net investment income was $9K.
Key facts about Overbey TW - Trinity Epis Ch
- EIN
- 54-6206530
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $4,116
- Grants made (2024)
- 1
- Average grant
- $4,116
- Median grant
- $4,116
- Total assets
- $105,736
- Primary geography
- Virginia (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Overbey TW - Trinity Epis Ch gives
- Giving held roughly steady from 2021 to 2024 (−8%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Overbey TW - Trinity Epis Ch
- How to evaluate Overbey TW - Trinity Epis Ch as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$106K
+3.5% YoY
Annual Giving
$4K
+10.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$4K
+10.2% YoY
Under IRS private-foundation payout rules, Overbey TW - Trinity Epis Ch reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.
About Overbey TW - Trinity Epis Ch
Based on IRS filings
Overbey TW - Trinity Epis Ch is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $106K in total assets. In 2024, it awarded 1 grant totaling $4K. Net investment income was $9K.
Ready to take the next step with Overbey TW - Trinity Epis Ch?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $105,736 | $102,171 | $105,479 |
| Revenue | $11,010 | $3,480 | $-2,916 |
| Expenses | $7,338 | $6,744 | $8,412 |
| Qualifying Distributions | $5,685 | $5,241 | $6,281 |
| Net Investment Income | $9,284 | $1,629 | $576 |
| Distributable Amount | $6,034 | $5,542 | $5,734 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Trinity Episcopal Church ($4,116).
| Recipient | Purpose | Amount |
|---|---|---|
| TRINITY EPISCOPAL CHURCH South Boston, VA | UNRESTRICTED GENERAL | $4,116 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America | Trustee | 1 | $1,618 |
Frequently Asked Questions
How large is Overbey TW - Trinity Epis Ch?
As of 2024, Overbey TW - Trinity Epis Ch holds $106K in total assets with $11K in annual revenue. It awarded 1 grant totaling $4K in 2024.
Where does Overbey TW - Trinity Epis Ch operate?
Overbey TW - Trinity Epis Ch has awarded grants in Virginia.
What size grants does Overbey TW - Trinity Epis Ch award?
In 2024, Overbey TW - Trinity Epis Ch awarded 1 grant totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Overbey TW - Trinity Epis Ch required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Overbey TW - Trinity Epis Ch reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Overbey TW - Trinity Epis Ch's EIN?
Overbey TW - Trinity Epis Ch's EIN (Employer Identification Number) is 54-6206530. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.