Funders › Delaware

Ben & Jeanne Overman Charitable Trust

Wilmington, DE · EIN 41-1384796. Reported 137 grants totalling $833,500 to 39 recipients across tax years 2021-2025. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$3,000median grant
$833,500granted, 2021-2025
39recipients, as named on its returns
89%of grantees funded again the next year
$3,674,048assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Ben & Jeanne Overman Charitable Trust did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $3,000. Half of everything it gave fell between $2,000 and $5,000; the smallest was $500 and the largest $53,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

Under $1,000
8 grants
$1,000 - $5,000
87 grants
$5,000 - $10,000
23 grants
$10,000 - $25,000
9 grants
$25,000 - $50,000
7 grants
$50,000 - $100,000
3 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Temple IsraelNew York, NY$239,900552025
Boys & Girls ClubDuluth, MN$136,000552025
College of St ScholasticaDuluth, MN$65,000552025
J Street Education FundWashington, DC$45,900552025
ChumDuluth, MN$26,500552025
First Witness Child Abuse Resource CenteDuluth, MN$24,000552025
Women's Health CenterSt Paul, MN$20,000552025
Miller Dwan FoundationBuluth, MN$17,000552025
Minnesota Masonic Children's ClinicDuluth, MN$17,000552025
Damiano Center Soup KitchenDuluth, MN$16,000552025
Uncommon LawOakland, CA$16,000442025
Chochmat MalevBerkeley, CA$15,500332025
Jewish Community Relations CouncilMinneapolis, MN$15,000552025
Union Gospel MissionSt Paul, MN$15,000552025
Saint Mark African Methodist ChurchFlushing, NY$14,500442025
Siggy's Musical GardenSuperior, WI$14,400442025
Angel FoundationMendota Heights, MN$14,000442024
University of MinnesotaDuluth, MN$12,500332023
23RD VeteranDuluth, MN$11,000332023
St John's UniversityQueens, NY$10,500552025
Great Lakes AquariumDuluth, MN$10,000552025
Women's Earth AllianceBerkely, CA$9,900442025
Catholic Newman CenterCincinnati, OH$8,900222025
Berkwood SchoolBerkeley, CA$6,500222025
BraveheartsHarvard, IL$6,500222025
Academy of Holy AngelsMinneapolis, MN$6,000442025
Holy Cow PressDuluth, MN$5,000552025
Sholom FoundationMinneapolis, MN$5,000552025
Homes for Our TroopsTaunton, MA$4,000112025
Human Development CenterDuluth, MN$4,000112024
University of Minnesota FoundationMinneapolis, MN$4,000112025
Grand Rapids Area Community FoundationGrand Rapids, MN$3,500222025
West Virginia University Foundation Rockefeller Neuroscience InstituteMorgantown, WV$3,500222025
Mentor NorthDuluth, MN$3,000332023
Prospect Sierra SchoolEl Cerrito, CA$3,000222022
St Michael Catholic ChurchDuluth, MN$1,500112025
Star of North Maternity HomeDuluth, MN$1,500332023
Lake Superior Life CenterDuluth, MN$1,000112021
University of WisconsinMadison, WI$1,000112021

33 of 39 (85%) received money in more than one year over the 5 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 89%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 63 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Human Services
10 grants
Religion
10 grants
Education
9 grants
Environment
9 grants
Health Care
5 grants
Diseases & Disorders
4 grants
Crime & Legal
4 grants
Public & Societal Benefit
3 grants

Giving by year

Tax yearGrantsTotalMedian grant
202128$180,500$3,250
202227$144,000$2,500
202324$156,000$3,000
202428$182,000$3,000
202530$171,000$3,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

52% of its giving went to organizations in Minnesota. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

Minnesota
$434K
New York
$265K
California
$51K
District of Columbia
$46K
Wisconsin
$15K
Ohio
$9K
Illinois
$6K
Massachusetts
$4K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Donor Advised Charitable Giving Inc17 shared recipientsAmerican Online Giving Foundation Inc15 shared recipientsFidelity Investments Charitable Gift Fund14 shared recipientsVanguard Charitable Endowment Program12 shared recipientsNational Philanthropic Trust11 shared recipientsAmerican Endowment Foundation10 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $3,000. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in Minnesota.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

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Where these numbers come from

Everything above is taken from Ben & Jeanne Overman Charitable Trust's own Form 990-PF filings, which the IRS publishes in bulk. We used 5 returns (tax years 2021-2025). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: Neuberger Berman Trust Co N a P O, Wilmington, DE, 19899. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 41-1384796 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.