Overton & Katharine Dennis FD-Cust
OVERTON & KATHARINE DENNIS FD-CUST is a private foundation based in Orlando, Florida. In its 2025 filing, it reported 45 grants totaling $636,500 to charitable organizations.
Key facts about Overton & Katharine Dennis FD-Cust
In short: Overton & Katharine Dennis FD-Cust gave $644K across 45 grants in 2026 (avg $14K), mostly in Virginia. 9% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 54-1418161
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $644,000
- Grants made (2026)
- 45
- Average grant
- $14,311
- Median grant
- $10,000
- New grantees (estimate)
- 9% first-time grantees (4 of 45, 2026)
- Total assets
- $4,284,926
- Primary geography
- Virginia (88% of itemized 2026 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$4.3M
-7.2% YoY
Annual Giving
$644K
+1.2% YoY
Grant Count
45
+0.0% YoY
Avg Grant Size
$14K
+1.2% YoY
Under IRS private-foundation payout rules, Overton & Katharine Dennis FD-Cust reported a distributable amount of $660K for 2026 — the minimum it must pay out in qualifying distributions.
Is Overton & Katharine Dennis FD-Cust open to new grantees?
9%
first-time grantees, 2026
In 2026, 4 of 45 grantees (9%) were first-time recipients. First grants averaged $14K; repeat grants $14K. How we count
Medians: $15K first-time, $10K repeat.
- 89% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+17%). Method
- In 2026 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees include St. Andrew’s School, which says it provides a high-quality education to children through full scholarships, and Access Now, which says it helps uninsured patients access specialty medical care. The Southern Environmental Law Center describes its mission as protecting clean air, clean water, and a livable climate, while Historic Richmond Foundation says it works to preserve Richmond’s historic buildings, neighborhoods, and places. Atlas Partnership says it works to protect the legacy assets of professional theatre in Central Virginia.
Grantmaking
In 2025, the foundation reported 45 grants totaling $636,500. Grant amounts ranged from $2,500 to $50,000, with a median of $10,000. The largest listed award was $50,000 to YWCA of Richmond for general operating support. Other notable grants included $25,000 each to James River Association, Chesapeake Bay Foundation, St. Andrew’s School, and Atlas Partnership; and $20,000 each to YWCA Richmond Sprout School, Historic Richmond Foundation, Southern Environmental Law Center, The Nature Conservancy in Washington, The Nature Conservancy in Virginia, and ChildSavers. These listed grants were for general operating support.
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Geographic Focus
Where this funder awards grants
In 2025, 87% of grant dollars went to recipients in Virginia, 5% to Washington, 4% to Maryland, 2% to Oklahoma, and 2% to Kentucky.
Grant Distribution by State
Share of all 45 itemized 2026 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $381K (2020) to $644K (2026). In 2026 it made 45 grants totaling $644K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was YWCA of Richmond ($60K). Together the top 10 received $262K.
Grant Size Distribution
209 grants across all recorded years
The most common grant size was under $50K: 203 grants of 209 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YWCA of Richmond Richmond, VA | General Support | $60,000 |
| James River Association (Jra) Richmond, VA | General Support | $25,000 |
| Chesapeake Bay Foundation Annapolis, MD | General Support | $25,000 |
| St Andrews School Richmond, VA | General Support | $25,000 |
| Atlas Partnership Richmond, VA | General Support | $25,000 |
| Anna Julia Cooper Episcopal School Richmond, VA | General Support | $21,500 |
| Lewis Ginter Botanical Garden Richmond, VA | General Support | $20,000 |
| Science Museum of Virginia Foundation Richmond, VA | General Support | $20,000 |
| Historic Richmond Foundation Richmond, VA | General Support | $20,000 |
| Southern Environmental Law Center Charlottesville, VA | General Support | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total |
|---|---|---|---|---|
| 2025 | $4,618,022 | $432,767 | $680,755 | $636,500 |
| 2024 | $4,857,112 | $410,391 | $611,556 | $566,000 |
| 2023 | $5,035,825 | $455,356 | $583,299 | $550,000 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $4,284,926 | $4,618,022 | $4,857,112 |
| Revenue | $350,221 | $432,767 | $410,391 |
| Expenses | $685,073 | $680,755 | $611,556 |
| Qualifying Distributions | $658,979 | $651,184 | $580,789 |
| Net Investment Income | $328,506 | $408,593 | $382,666 |
| Distributable Amount | $659,545 | $627,380 | $584,863 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 19, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Elizabeth O Dennis as trustee and Janet D Branch as secretary/treasurer.
Overton & Katharine Dennis FD-Cust is led by Janet D. Branch, President since 2026 (on filings since 2020); none of the 2 officers listed in 2026 report compensation.
Officers on the 2026 filing
Janet D. Branch
President
Secretary & Treasurer → President, 2026
On filings since 2020
1 hr/week
No compensation reported
Elizabeth O. Dennis
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (804) 273-7445
Frequently asked questions about Overton & Katharine Dennis FD-Cust
How much does Overton & Katharine Dennis FD-Cust give each year?
Overton & Katharine Dennis FD-Cust gave $644K across 45 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $637K across 45 grants.
What is Overton & Katharine Dennis FD-Cust's typical grant size?
Overton & Katharine Dennis FD-Cust's median grant in 2026 was $10,000, and its average grant was $14,311, across 45 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Overton & Katharine Dennis FD-Cust that year got $14K on average.
Where does Overton & Katharine Dennis FD-Cust give grants?
Overton & Katharine Dennis FD-Cust gives mostly in Virginia: 88% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Richmond, VA (32 grants) and Seattle, WA (2 grants).
Does Overton & Katharine Dennis FD-Cust give general operating support?
Yes: 100% of Overton & Katharine Dennis FD-Cust's 2026 grants with a stated purpose (45 of 45) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Overton & Katharine Dennis FD-Cust's largest grantees?
Overton & Katharine Dennis FD-Cust's largest 2026 grantees include YWCA of Richmond ($60,000), James River Association (Jra) ($25,000) and Chesapeake Bay Foundation ($25,000), according to its 2026 IRS Form 990-PF. Together they received 17% of its itemized 2026 grant dollars.
How large is Overton & Katharine Dennis FD-Cust?
Overton & Katharine Dennis FD-Cust reported $4.3M in total assets on its 2026 IRS Form 990-PF. It paid out $659K in qualifying distributions that year, against a required minimum of $660K (roughly 5% of its investment assets).
What does Overton & Katharine Dennis FD-Cust fund?
No mission statement for the foundation is provided. Its 2025 grantees include St. Andrew’s School, which says it provides a high-quality education to children through full scholarships, and Access Now, which says it helps uninsured patients access specialty medical care. See mission & focus areas ↑
How do I apply for a grant from Overton & Katharine Dennis FD-Cust?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Overton & Katharine Dennis FD-Cust's EIN?
Overton & Katharine Dennis FD-Cust's EIN (Employer Identification Number) is 54-1418161. IRS Form 990 filing data is available on this page for 2020–2026.
Does Overton & Katharine Dennis FD-Cust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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