Overman Helen M Charitable TW
Overman Helen M Charitable TW is a private foundation focused on Health, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $167K in total assets. In 2025, it awarded 6 grants totaling $8K. Net investment income was $9K.
Overman Helen M Charitable TW at a glance
In short: Overman Helen M Charitable TW gave $8K across 6 grants in 2025 (avg $1K), top state Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $8,001
- +0.0% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $1,334
- +0.0% vs 2024
- Median grant
- $1,334
- Total assets
- $167,415
- -1.7% vs 2024
- Primary geography
- Iowa (42% 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 Overman Helen M Charitable TW funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was American Cancer Society Inc ($2K). Together the top 6 received $8K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Overman Helen M Charitable TW gives
- Giving held roughly steady from 2022 to 2025 (−20%). Method
- In 2025 it paid out 118% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $8K (2020) to $10K (2022). In 2025 it made 6 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Inc Atlanta, GA | General Support | $2,000 |
| American Heart Association St Petersburg, FL | General Operating | $2,000 |
| Ottumwa Regional Legacy Foundation Inc Ottumwa, IA | General Operating | $2,000 |
| The Salvation Army Hoffman Estates, IL | General Operating | $667 |
| The Easter Seal Society of Iowa Inc Des Moines, IA | General Operating | $667 |
| American Home Finding Association Ottumwa, IA | General Operating | $667 |
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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 | $167,415 | $12,598 | $15,459 | $8,001 | 6 | $11,633 | $9,321 | $9,886 |
| 2024 | $170,366 | $11,412 | $14,181 | $8,001 | 6 | $11,120 | $8,292 | $9,716 |
| 2023 | $173,085 | $5,285 | $14,050 | $8,001 | 6 | $11,249 | $2,724 | $9,065 |
| 2022 | $181,878 | $7,497 | $16,152 | $9,999 | 6 | $13,192 | $4,437 | $9,706 |
| 2021 | $190,706 | $18,301 | $14,738 | $8,001 | 6 | $11,184 | $14,669 | $10,938 |
| 2020 | $187,128 | $14,137 | $14,301 | $8,001 | 6 | — | $11,435 | $9,514 |
Under IRS private-foundation payout rules, Overman Helen M Charitable TW reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Overman Helen M Charitable TW's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $4K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $4K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Overman Helen M Charitable TW
How much does Overman Helen M Charitable TW give each year?
Overman Helen M Charitable TW gave $8K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 6 grants.
What is Overman Helen M Charitable TW's typical grant size?
Overman Helen M Charitable TW's median grant in 2025 was $1,334, and its average grant was $1,334, across 6 grants on its 2025 IRS Form 990-PF.
Where does Overman Helen M Charitable TW give grants?
Overman Helen M Charitable TW's top state is Iowa, with 42% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (25%) and Florida (25%). The most frequent recipient cities were Ottumwa, IA (2 grants).
Does Overman Helen M Charitable TW give general operating support?
Yes: 100% of Overman Helen M Charitable TW's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Overman Helen M Charitable TW's largest grantees?
Overman Helen M Charitable TW's largest 2025 grantees include American Cancer Society Inc ($2,000), American Heart Association ($2,000) and Ottumwa Regional Legacy Foundation Inc ($2,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Overman Helen M Charitable TW?
Overman Helen M Charitable TW reported $167K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
What is Overman Helen M Charitable TW?
Overman Helen M Charitable TW is a private foundation focused on Health, based in Saint Louis, MO. It holds $167K in total assets as of 2025.
What is Overman Helen M Charitable TW's EIN?
Overman Helen M Charitable TW's EIN (Employer Identification Number) is 42-6057043. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- 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 April 19, 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 2020–2024
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