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Ben & Jeanne Overman Charitable Trust is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 1980. The principal officer is Mutual Of Omaha Bank Ttee. It holds total assets of $2.6M. Annual income is reported at $965K. The foundation is governed by 7 officers and trustees. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Minnesota and California. According to available records, Ben & Jeanne Overman Charitable Trust has made 101 grants totaling $584K, with a median grant of $3K. The foundation has distributed between $140K and $288K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $288K distributed across 54 grants. Individual grants have ranged from $500 to $51K, with an average award of $6K. The foundation has supported 30 unique organizations. The foundation primarily supports organizations in Minnesota, New York, California, which account for 93% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$3K
Average Grant
$6K
Largest Grant
$35K
Based on 23 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ben & Jeanne Overman Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 101 grants. Its grantmaking reaches organizations primarily in MN, NY, CA.
Ben & Jeanne Overman Charitable Trust has distributed a total of $584K across 101 grants. The median grant size is $3K, with an average of $6K. Individual grants have ranged from $500 to $51K.
The application deadline is SEPTEMBER 30. See attached.
Ben & Jeanne Overman Charitable Trust is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Neuberger Berman Trust Company N A | TRUSTEE | $42K | $0 | $42K |
| James Sher | SELECT COMMITTEE | $0 | $0 | N/A |
| Jennifer Overman | SELECT COMMITTEE | $0 | $0 | N/A |
| Dan Goldfine | SELECT COMMITTEE | $0 | $0 | N/A |
| Ann Goldfine | SELECT COMMITTEE | $0 | $0 | N/A |
| Beverly Goldfine | SELECT COMMITTEE | $0 | $0 | N/A |
| Jane Overman | SELECT COMMITTEE | $0 | $0 | N/A |
Total Giving
$199K
Total Assets
$2.7M
Fair Market Value
$3.3M
Net Worth
$2.7M
Grants Paid
$156K
Contributions
N/A
Net Investment Income
$49K
Distribution Amount
$158K
Total: $2.6M
Total Grants
101
Total Giving
$584K
Average Grant
$6K
Median Grant
$3K
Unique Recipients
30
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Temple IsraelCHARITABLE | New York, NY | $51K | 2023 |
| Boys & Girls ClubCHARITABLE | Duluth, MN | $29K | 2023 |
| University Of MinnesotaCHARITABLE | Duluth, MN | $5K | 2023 |
| Angel FoundationCHARITABLE | Mendota Heights, MN | $4K | 2023 |
| College Of St ScholasticaCHARITABLE | Duluth, MN | $13K | 2023 |
| Chochmat MalevCHARITABLE | Berkeley, CA | $8K | 2023 |
| J Street Education FundCHARITABLE | Washington, DC | $8K | 2023 |
| ChumCHARITABLE | Duluth, MN | $5K | 2023 |
| First Witness Child Abuse Resource CenteCHARITABLE | Duluth, MN | $5K | 2023 |
| Miller Dwan FoundationCHARITABLE | Buluth, MN | $4K | 2023 |
| Minnesota Masonic Children'S ClinicCHARITABLE | Duluth, MN | $3K | 2023 |
| Damiano Center Soup KitchenCHARITABLE | Duluth, MN | $3K | 2023 |
| Union Gospel MissionCHARITABLE | St Paul, MN | $3K | 2023 |
| Jewish Community Relations CouncilCHARITABLE | Minneapolis, MN | $3K | 2023 |
| Women'S Health CenterCHARITABLE | St Paul, MN | $3K | 2023 |
| St John'S UniversityCHARITABLE | Queens, NY | $3K | 2023 |
| Great Lakes AquariumCHARITABLE | Duluth, MN | $2K | 2023 |
| Siggy'S Musical GardenCHARITABLE | Superior, WI | $2K | 2023 |
| 23rd VeteranCHARITABLE | Duluth, MN | $2K | 2023 |
| Sholom FoundationCHARITABLE | Minneapolis, MN | $1K | 2023 |
| Mentor NorthCHARITABLE | Duluth, MN | $1K | 2023 |
| Holy Cow PressCHARITABLE | Duluth, MN | $1K | 2023 |
| Star Of North Maternity HomeCHARITABLE | Duluth, MN | $500 | 2023 |
| Academy Of Holy AngelsCHARITABLE | Minneapolis, MN | $500 | 2023 |
| Uncommon LawCHARITABLE | Oakland, CA | $5K | 2022 |