Overdick Josephine H Charitable Tua
Overdick Josephine H Charitable Tua is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $347K in total assets. In 2025, it awarded 2 grants totaling $19K. Net investment income was $11K.
Overdick Josephine H Charitable Tua at a glance
In short: Overdick Josephine H Charitable Tua gave $19K across 2 grants in 2025 (avg $10K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,000
- -9.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $9,500
- -9.5% vs 2024
- Median grant
- $9,500
- Total assets
- $346,610
- -2.8% vs 2024
- Primary geography
- Oregon (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 Overdick Josephine H Charitable Tua funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Southern Oregon Humane Society ($10K). Together the top 2 received $19K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Overdick Josephine H Charitable Tua gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 96% 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 $18K (2021) to $22K (2023). In 2025 it made 2 grants totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southern Oregon Humane Society Medford, OR | General Operating | $9,500 |
| Dogs for the Deaf Inc Central Point, OR | General Operating | $9,500 |
Ready to take the next step with Overdick Josephine H Charitable Tua?
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 | $346,610 | $18,226 | $28,369 | $19,000 | 2 | $21,162 | $11,189 | $22,141 |
| 2024 | $356,647 | $18,145 | $29,843 | $21,000 | 2 | $23,068 | $11,599 | $21,234 |
| 2023 | $368,200 | $17,747 | $29,975 | $22,000 | 2 | $23,798 | $11,115 | $19,899 |
| 2022 | $380,497 | $6,762 | $27,071 | $18,000 | 2 | $19,851 | $5,543 | $21,230 |
| 2021 | $400,867 | $51,206 | $28,175 | $18,000 | 2 | $19,868 | $43,839 | $23,427 |
| 2020 | $377,810 | $46,398 | $28,192 | $20,000 | 2 | — | $39,961 | $20,438 |
| 2019 | $359,640 | $19,752 | $28,564 | $20,000 | 2 | — | $13,246 | $20,787 |
Under IRS private-foundation payout rules, Overdick Josephine H Charitable Tua reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Overdick Josephine H Charitable Tua's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$7K (2019) → $8K (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 $8K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Overdick Josephine H Charitable Tua
How much does Overdick Josephine H Charitable Tua give each year?
Overdick Josephine H Charitable Tua gave $19K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 2 grants.
How large is Overdick Josephine H Charitable Tua?
Overdick Josephine H Charitable Tua reported $347K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $22K (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 Overdick Josephine H Charitable Tua operate?
Overdick Josephine H Charitable Tua has awarded grants in Oregon.
What is Overdick Josephine H Charitable Tua's EIN?
Overdick Josephine H Charitable Tua's EIN (Employer Identification Number) is 47-2500437. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Overdick Josephine H Charitable Tua funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Overdick Josephine H Charitable Tua's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Edgerton Lucille H Charitable Tua
Saint Louis, MO
Assets
$416K
Grants
2
Total Given
$22K
Mary Ellen Bell Charitable Tuw
Columbus, OH
The foundation funds charitable organizations, with recent grants supporting animal welfare and education. Its 2025 grants totaled $70,308 across 18 recipients, or $3,906 each, to organizations in several states and Washington, DC. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$971K
Grants
18
Total Given
$70K
Murphy Family Foundation
Wilmington, DE
Assets
$12K
Grants
1
Total Given
$3K
The St Laurent Family Foundation
Vancouver, WA
Assets
$2K
Grants
1
Total Given
$6K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Jed & Celia Meese Foundation
Ashland, OR
Assets
$9K
Grants
1
Total Given
$3K
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Overdick Josephine H Charitable Tua'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.
Overdick Josephine H Charitable Tua down — hundreds of funders to go?