Overdick Josephine H Charitable Tua

Private foundation · Grantmaker Saint Louis, MO EIN: 47-2500437

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

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Central PointMedford

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

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

Southern Oregon Humane Society: $10KSouthern Oregon Humane Society$10KDogs for the Deaf Inc: $10KDogs for the Deaf Inc$10K

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

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Southern Oregon Humane Society Medford, ORGeneral Operating$9,500
Dogs for the Deaf Inc Central Point, ORGeneral Operating$9,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  8. 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

Wells Fargo Bank N a — Trustee: $8KWells Fargo Bank N aTrustee$8K

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.

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