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.
Key facts about Overdick Josephine H Charitable Tua
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.
- EIN
- 47-2500437
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $19,000
- Grants made (2025)
- 2
- Average grant
- $9,500
- Median grant
- $9,500
- Total assets
- $346,610
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$347K
-2.8% YoY
Annual Giving
$19K
-9.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$10K
-9.5% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $346,610 | $356,647 | $368,200 |
| Revenue | $18,226 | $18,145 | $17,747 |
| Expenses | $28,369 | $29,843 | $29,975 |
| Qualifying Distributions | $21,162 | $23,068 | $23,798 |
| Net Investment Income | $11,189 | $11,599 | $11,115 |
| Distributable Amount | $22,141 | $21,234 | $19,899 |
Data update history
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
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.
Here's the math on researching Overdick Josephine H Charitable Tua by hand.
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