Overbey TW - Trinity Epis Ch
Overbey TW - Trinity Epis Ch is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $110K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $10K.
Overbey TW - Trinity Epis Ch at a glance
In short: Overbey TW - Trinity Epis Ch gave $4K across 1 grant in 2025 (avg $4K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,401
- +6.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $4,401
- +6.9% vs 2024
- Median grant
- $4,401
- Total assets
- $109,768
- +3.8% vs 2024
- 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 September 2026.
Who Overbey TW - Trinity Epis Ch funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Trinity Episcopal Church ($4K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Overbey TW - Trinity Epis Ch gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2023) to $15K (2019). In 2025 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity Episcopal Church South Boston, VA | Unrestricted General | $4,401 |
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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 | $109,768 | $11,894 | $7,890 | $4,401 | 1 | $6,009 | $10,206 | $6,408 |
| 2024 | $105,736 | $11,010 | $7,338 | $4,116 | 1 | $5,685 | $9,284 | $6,034 |
| 2023 | $102,171 | $3,480 | $6,744 | $3,736 | 1 | $5,241 | $1,629 | $5,542 |
| 2022 | $105,479 | $-2,916 | $8,412 | $4,834 | 1 | $6,281 | $576 | $5,734 |
| 2021 | $116,801 | $25,274 | $7,870 | $4,478 | 1 | $6,008 | $23,442 | $6,397 |
| 2020 | $99,265 | $8,574 | $6,856 | $4,023 | 1 | — | $7,089 | $5,500 |
| 2019 | $97,564 | $7,583 | $17,687 | $14,614 | 1 | — | $6,391 | $5,647 |
Under IRS private-foundation payout rules, Overbey TW - Trinity Epis Ch reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Overbey TW - Trinity Epis Ch's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
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 $2K, to Bank of America (Trustee).
Frequently asked questions about Overbey TW - Trinity Epis Ch
How much does Overbey TW - Trinity Epis Ch give each year?
Overbey TW - Trinity Epis Ch gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
How large is Overbey TW - Trinity Epis Ch?
Overbey TW - Trinity Epis Ch reported $110K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Overbey TW - Trinity Epis Ch operate?
Overbey TW - Trinity Epis Ch has awarded grants in Virginia.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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 April 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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