Overbey Tw - Washington & Lee

DALLAS, TX EIN: 54-0907164

Overbey Tw - Washington & Lee is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $653K in total assets. In 2024, it awarded 1 grants totaling $32K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$653K

+3.5% YoY

Annual Giving

$32K

+35.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$32K

+35.1% YoY

About Overbey Tw - Washington & Lee

Based on IRS filings

Overbey Tw - Washington & Lee is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $653K in total assets. In 2024, it awarded 1 grants totaling $32K. Net investment income was $59K.

Ready to take the next step with Overbey Tw - Washington & Lee?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Lexington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$42K$83K$125K$166K20202021202220232024
Metric202420232022
Total Assets$652,711$630,384$644,179
Revenue$67,580$21,598$-18,065
Expenses$44,610$35,152$51,213
Qualifying Distributions$36,860$28,382$40,828
Net Investment Income$59,402$12,798$6,149
Distributable Amount$37,217$34,020$35,081

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

WASHINGTON & LEE UNIV$32K

Grant Size Distribution

5 grants across all recorded years

5<$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

BANK OF AMERICATRUSTEE$10K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$9,987

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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