Ben & Jeanne Overman Charitable Trust
EIN 411384796
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$620K
102 grants · $155K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$3K
typical micro grants · $2K–$5K
grant size
84%
deep partner · 27/32 multi-year
repeat
$3.3M
Assets (2023)
32
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
NEUBERGER BERMAN TRUST COMPANY N A
Phone
(302) 830-4352
Deadlines
SEPTEMBER 30
How to Apply
N/A
Restrictions
SEE ATTACHED
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $140K | $3.4M | $292K | 23 |
| 2021 | $180K | $3.8M | $516K | 28 |
| 2022 | $144K | $3.1M | $153K | 27 |
| 2023 | $156K | $3.3M | $87K | 24 |
Grant Size Distribution
Based on 102 grants on record
Minimum
$500
25th Pctl
$2K
Median
$3K
Average
$6K
75th Pctl
$5K
Maximum
$50K
Geographic Distribution
Officers & Directors
NA
Neuberger Berman Trust Company N a
3 yrs
Trustee
JO
Jennifer Overman
4+ yrs
Select Committee
AG
Ann Goldfine
4+ yrs
Select Committee
DG
Dan Goldfine
4+ yrs
Select Committee
JS
James Sher
4+ yrs
Select Committee
BG
Beverly Goldfine
4+ yrs
Select Committee
JO
Jane Overman
4+ yrs
Select Committee
NA
Neuberger Berman Trust Company N a
3 yrs
Trustee
JO
Jane Overman
4+ yrs
Select Committee
BG
Beverly Goldfine
4+ yrs
Select Committee
JS
James Sher
4+ yrs
Select Committee
DG
Dan Goldfine
4+ yrs
Select Committee
AG
Ann Goldfine
4+ yrs
Select Committee
JO
Jennifer Overman
4+ yrs
Select Committee
NA
Neuberger Berman Trust Company N a
3 yrs
Trustee
JO
Jane Overman
4+ yrs
Select Committee
BG
Beverly Goldfine
4+ yrs
Select Committee
JS
James Sher
4+ yrs
Select Committee
DG
Dan Goldfine
4+ yrs
Select Committee
AG
Ann Goldfine
4+ yrs
Select Committee
JO
Jennifer Overman
4+ yrs
Select Committee
NC
Nueberger Berman Trust Company
Trustee
JO
Jennifer Overman
4+ yrs
Select Committee
AG
Ann Goldfine
4+ yrs
Select Committee
DG
Dan Goldfine
4+ yrs
Select Committee
JS
James Sher
4+ yrs
Select Committee
BG
Beverly Goldfine
4+ yrs
Select Committee
JO
Jane Overman
4+ yrs
Select Committee
Grants Awarded (102 total)
| Purpose | ||||
|---|---|---|---|---|
| Temple Israel | New York, NY | $50,500 | CHARITABLE | 2023 |
| Temple Israel | New York, NY | $42,000 | CHARITABLE | 2021 |
| Temple Israel | New York, NY | $42,000 | CHARITABLE | 2022 |
| Temple Israel | New York, NY | $35,000 | CHARITABLE | 2020 |
| Boys & Girls Club | Duluth, MN | $29,000 | CHARITABLE | 2023 |
| Boys & Girls Club | Duluth, MN | $26,000 | CHARITABLE | 2021 |
| Boys & Girls Club | Duluth, MN | $25,000 | CHARITABLE | 2022 |
| Boys & Girls Club | Duluth, MN | $24,500 | CHARITABLE | 2020 |
| College of St Scholastica | Duluth, MN | $13,000 | CHARITABLE | 2020 |
| College of St Scholastica | Duluth, MN | $13,000 | CHARITABLE | 2021 |
| College of St Scholastica | Duluth, MN | $13,000 | CHARITABLE | 2023 |
| College of St Scholastica | Duluth, MN | $13,000 | CHARITABLE | 2022 |
| J Street Education Fund | Washington, DC | $10,000 | CHARITABLE | 2021 |
| Women'S Health Center | St Paul, MN | $10,000 | CHARITABLE | 2021 |
| Uncommon Law | Oakland, CA | $10,000 | CHARITABLE | 2021 |
| J Street Education Fund | Washington, DC | $7,500 | CHARITABLE | 2020 |
| Chum | Duluth, MN | $7,500 | CHARITABLE | 2021 |
| Saint Mark African Methodist Church | Flushing, NY | $7,500 | CHARITABLE | 2021 |
| J Street Education Fund | Washington, DC | $7,500 | CHARITABLE | 2023 |
| Chochmat Malev | Berkeley, CA | $7,500 | CHARITABLE | 2023 |
| J Street Education Fund | Washington, DC | $7,500 | CHARITABLE | 2022 |
| 23Rd Veteran | Duluth, MN | $6,000 | CHARITABLE | 2020 |
| Women'S Health Center | St Paul, MN | $6,000 | CHARITABLE | 2020 |
| 23Rd Veteran | Duluth, MN | $6,000 | CHARITABLE | 2021 |
| Uncommon Law | Oakland, CA | $5,250 | CHARITABLE | 2020 |