Dorothy M Overcash Charitable Tr U A
- Assets
- $1.3m
- Revenue
- $103.1k
- Investments
- $1.1m
- Employees
- 0
- Location
- Winchester, VA
- Founding
- 01/2002
- Data as of
- 12/2023
- EIN
- 54-6498083
Organization Overview
Dorothy M Overcash Charitable Tr U A is located in Winchester, VA. The organization was established in 2002. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dorothy M Overcash Charitable Tr U A is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Dorothy M Overcash Charitable Tr U A generated $103.1k in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 13.3% each year . All expenses for the organization totaled $129.8k during the year ending 12/2023. While expenses have increased by 6.5% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Dorothy M Overcash Charitable Tr U A has awarded 173 individual grants totaling $766,900. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A - ALL EXPENSES ATTRIBUTABLE TO GRANTS AND ADMINISTERING GRANT PROGRAMS.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $31,898 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $71,225 |
| Capital Gain Net Income | $71,225 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $103,123 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $21,037 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $21,782 |
| Contributions, gifts, grants paid | $108,000 |
| Total expenses and disbursements | $129,782 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $116,758 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $22,797 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,252,288 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Dorothy M Overcash Charitable Tr U A has awarded $108,000 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
BRIGHT FUTURES OF FREDERICKWINCHESTER PURPOSE: GENERAL PURPOSE | $1,500 |
C-CAP PURPOSE: GENERAL PURPOSE | $4,500 |
FROGGY'S CLOSET PURPOSE: GENERAL PURPOSE | $500 |
HANDLEY HIGH SCHOOL MUSEUM & ARCHIVE PURPOSE: MUSEUM/ARCHIVE | $5,400 |
HENRY & WILLIAM EVANS HOME FOR CHILDREN INC PURPOSE: GENERAL PURPOSE | $10,800 |
KERNSTOWN BATTLEFIELD ASSOCIATION PURPOSE: CAPITAL IMPROVEMENTS | $10,800 |