Paul K Overly Trust
Paul K Overly Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2024. In 2024, it awarded 2 grants totaling $94K. Net investment income was $3K.
Paul K Overly Trust at a glance
In short: Paul K Overly Trust gave $94K across 2 grants in 2024 (avg $47K), mostly in Oklahoma. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $93,950
- +2876.9% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $46,975
- +2876.9% vs 2023
- Median grant
- $46,975
- Primary geography
- Oklahoma (50% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Paul K Overly Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was American Cancer Society Inc Probate & Trust Administration ($47K). Together the top 2 received $94K.
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 2024 grant dollars across all 2 itemized grants.
Cities
How Paul K Overly Trust gives
- Giving grew 1458% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2019 to 2024, annual grant giving ranged from $3K (2023) to $94K (2024). In 2024 it made 2 grants totaling $94K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Inc Probate & Trust Administration Oklahoma City, OK | General Support | $46,975 |
| Centerstone of Indiana Nashville, TN | General Support | $46,975 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $2,928 | $99,682 | $93,950 | 2 | $99,608 | $2,928 | $3,864 |
| 2023 | $96,323 | $2,746 | $9,489 | $3,156 | 2 | $8,922 | $3,160 | $4,748 |
| 2022 | $103,308 | $352 | $8,197 | $6,310 | 2 | $7,202 | $1,348 | $5,145 |
| 2021 | $111,092 | $9,260 | $7,789 | $6,032 | 2 | $6,777 | $8,486 | $6,008 |
| 2020 | $109,606 | $12,729 | $7,942 | $5,846 | 2 | — | $11,639 | $5,200 |
| 2019 | $105,026 | $9,628 | $27,292 | $24,944 | 2 | — | $8,628 | $6,437 |
Under IRS private-foundation payout rules, Paul K Overly Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Paul K Overly Trust's only listed officer is PNC Bank NA, Trustee on every filing since 2019 (uncompensated).
Officers on the 2024 filing
PNC Bank NA
Trustee
On filings since 2019
1 hr/week
$2K (2019) → $0 (2024)
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $1K, to PNC Bank NA (Trustee).
Frequently asked questions about Paul K Overly Trust
How much does Paul K Overly Trust give each year?
Paul K Overly Trust gave $94K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 2 grants.
Where does Paul K Overly Trust operate?
Paul K Overly Trust has awarded grants in Indiana, Oklahoma, Tennessee.
How much is Paul K Overly Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Paul K Overly Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Paul K Overly Trust's EIN?
Paul K Overly Trust's EIN (Employer Identification Number) is 35-6359930. IRS Form 990 filing data is available on this page for 2019–2024.
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 2019 (received by the IRS April 24, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Paul K Overly Trust's focus areas in our free grants database
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