DOROTHY M OVERCASH CHARITABLE TR U A

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Cite this

Plain text DOROTHY M OVERCASH CHARITABLE TR U A. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/dorothy-m-overcash-charitable-tr-u-a-546498083. Retrieved 2026-11-08.

APA furp.org. (n.d.). DOROTHY M OVERCASH CHARITABLE TR U A [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 8, 2026, from https://furp.org/org/dorothy-m-overcash-charitable-tr-u-a-546498083

MLA “DOROTHY M OVERCASH CHARITABLE TR U A.” furp.org, tax years 2010–2025, https://furp.org/org/dorothy-m-overcash-charitable-tr-u-a-546498083. Accessed 8 Nov. 2026.

Retrieved 2026-11-08; covers tax years 2010–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990PF · revenue $57K · expenses $138K · assets $1.2M

Also known as
FIRST BANK TRUSTEE
EIN
54-6498083
Address
1835 VALLEY AVE, WINCHESTER, VA 22601-6303
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
January 2002 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
First National Bank Institution TRUSTEE2010-2025 $23,140$278,542 86

People by year

2025 · 1 person listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $23,140-$0 $23,14086
2024 · 1 person listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $23,180-$0 $23,18086
2023 · 1 person listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $21,037-$0 $21,03786
2022 · 1 person listed · 1 paid, $22K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $21,520-$0 $21,52086
2021 · 1 person listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $23,374-$0 $23,37486
2020 · 1 person listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $21,157-$0 $21,15786
2019 · 1 person listed · 1 paid, $20K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $20,018-$0 $20,01886
2018 · 1 person listed · 1 paid, $21K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $20,554-$0 $20,55486
2017 · 1 person listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $17,986-$0 $17,98686
2016 · 1 person listed · 1 paid, $22K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $22,190-$0 $22,19086
2015 · 1 person listed · 1 paid, $23K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $22,707-$0 $22,70786
2014 · 1 person listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $11,744-$0 $11,74486
2013 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $8,953-$0 $8,95386
2012 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $8,653-$0 $8,65386
2011 · 1 person listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $8,432-$0 $8,43286
2010 · 1 person listed · 1 paid, $4K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FIRST BANK Institution TRUSTEE0 $3,897-$0 $3,89786

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 21 grants to organizations · $110K
2024 · 21 grants to organizations · $110K
2023 · 21 grants to organizations · $108K
2022 · 21 grants to organizations · $108K
2021 · 21 grants to organizations · $101K
2020 · 20 grants to organizations · $89K
2019 · 20 grants to organizations · $88K
2018 · 19 grants to organizations · $85K
2017 · 19 grants to organizations · $77K
2016 · 18 grants to organizations · $74K
2015 · 15 grants to organizations · $48K
2014 · 15 grants to organizations · $41K
2013 · 17 grants to organizations · $41K
2012 · 16 grants to organizations · $40K
2011 · 12 grants to organizations · $43K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2014 · 1 contributor · $877K
#ContributorTypeCity, stateTotalNoncashSource
1 DOROTHY OVERCASH TRUST FBO E STRADER Organization or other WINCHESTER, VA $876,554$876,554 Form 990PF Sch. B, 2014 · filing
2010 · 2 contributors · $802K
#ContributorTypeCity, stateTotalNoncashSource
2 D OVERCASH TUA CO FIRST BANK Person WINCHESTER, VA $776,336- Form 990PF Sch. B, 2010 · filing
1 D OVERCASH TUA CO FIRST BANK Person WINCHESTER, VA $25,316- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$57,082$137,715 $1,208,935$1,208,935 $0- $23,140--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$173,208$135,928 $1,289,568$1,289,568 $0- $23,180--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$103,123$129,782 $1,252,288$1,252,288 $0- $21,037--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$49,498$133,134 $1,278,947$1,278,947 $0- $21,520--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$121,050$125,699 $1,362,583$1,362,583 $0- $23,374--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$42,470$112,553 $1,367,232$1,367,232 $0- $21,157--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$108,743$110,432 $1,437,315$1,437,315 $0- $20,018--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$89,721$107,109 $1,439,004$1,439,004 $0- $20,554--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$45,178$96,281 $1,456,392$1,456,392 $0- $17,986--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$37,609$97,170 $1,507,495$1,507,495 $0- $22,190--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$33,497$73,379 $1,567,056$1,567,056 $0- $22,707--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$937,109$55,606 $1,606,938$1,606,938 $876,554- $11,744--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$44,395$51,670 $725,435$725,435 $0- $8,953--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$28,275$51,462 $732,710$732,710 -- $8,653--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$25,451$52,994 $755,897$755,897 -- $8,432--
2010 · Form 990PF period ending 2010-12-31 · amended · view filing · original 990 ↗
$787,071$4,258 $783,440$783,440 -- $3,897--
2010 · Form 990PF period ending 2010-12-31 · superseded · view filing · original 990 ↗
$787,071$4,258 $783,440$783,440 -- $3,897--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ELIZABETH IRELAND GRAVES CHARITABLE TRVAT20 $55,952$122,368 Trustee$0 Same NTEE code T20, revenue within 2x, same state
A A BEIRO FAMILY FOUNDATIONVAT20 $56,637$66,052 Director$0 Same NTEE code T20, revenue within 2x, same state
LENISE-ALLOU FOUNDATIONVAT20 $53,955$102,655 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MCLESKEY FAMILY FOUNDATION INCVAT20 $56,271$155,881 DIRECTOR, PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
ANTON AND AUGUSTA BIRKEL FOUNDATIONVAT20 $60,250$32,721 SUBSTITUTE T$0 Same NTEE code T20, revenue within 2x, same state
THE JEHAN SAHIBA EDUCATIONAL FOUNDATIONVAT20 $55,817$37,540 DIRECTOR & PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LAVIN FAMILY FOUNDATIONVAT20 $57,192$90,413 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
LARRY J SABATO FOUNDATIONVAT20 $58,050$113,240 President$0 Same NTEE code T20, revenue within 2x, same state
PICKARD FAMILY FOUNDATION INCVAT20 $60,345$80,104 President$0 Same NTEE code T20, revenue within 2x, same state
DOROTHY SAMPSON CHARITABLE TRUSTFLT20 $56,044$64,200 TRUSTEE$11,239 Same NTEE code T20, revenue within 2x, similar name
MILTON AND DOROTHY FRICKE CHARITABLE TRUSTMNT20 $59,181$61,091 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
DOUGLAS DRANE CHARITABLE TRMAT20 $53,786$185,411 Trustee$0 Same NTEE code T20, revenue within 2x
DORIS CRANE CHARITABLE TRUSTPAT20 $57,783$72,528 TRUSTEE$14,773 Same NTEE code T20, revenue within 2x
OXFORD DENZLER CHARITABLE TRMAT20 $54,901$69,973 TRUSTEE$10,000 Same NTEE code T20, revenue within 2x
HOLLEY CHARITABLE TRFLT20 $53,637$42,875 TRUSTEE$12,309 Same NTEE code T20, revenue within 2x
MARY R MCGAW CHARITABLE TRPAT20 $56,911$77,705 TRUSTEE$19,227 Same NTEE code T20, revenue within 2x
CHARLES DOWNEY CHARITABLE TRUST UWTXT20 $59,975$46,281 TRUSTEE$9,333 Same NTEE code T20, revenue within 2x
MELVIN A LARSON CHARITABLE TRUSTMOT20 $56,907$53,922 TRUSTEE$14,027 Same NTEE code T20, revenue within 2x
MAXINE S LAHTI CHARITABLE TRPAT20 $57,384$44,943 TRUSTEE$9,351 Same NTEE code T20, revenue within 2x
THE GARLING CHARITABLE TRFLT20 $54,302$59,907 TRUSTEE / PART-TIME$11,236 Same NTEE code T20, revenue within 2x
ADELAIDE M FINDLAY CHARITABLE TRUSTMOT20 $58,087$56,197 TRUSTEE$13,152 Same NTEE code T20, revenue within 2x
SHADIE-NILES CHARITABLE TRMET20 $57,449$60,623 TRUSTEE$14,443 Same NTEE code T20, revenue within 2x
LOUISE M WASNEY CHARITABLE TRUSTILT20 $59,477$52,749 TRUSTEE$13,661 Same NTEE code T20, revenue within 2x
ALTENHEIM CHARITABLE PURPOSES TROHT20 $60,023$60,865 TRUSTEE$9,971 Same NTEE code T20, revenue within 2x
STAGER CHARITABLE TR FBO ZIONPAT20 $57,292$114,810 TRUSTEE$10,492 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
MORGAN STANLEY FOUNDATION INC $1,0001 1Private foundation2017–2017 DURHAM LIONS CLUB CHARITABLE FUND
ALLSTATE FOUNDATION $1,0001 1Private foundation2024–2024 DURHAM LIONS CLUB CHARITABLE FUND
HCL CHARITABLE TRUST $1001 1Private foundation2021–2021 WILLIAM J REA JR CHARITABLE FOUNDATION
AMAZONSMILE FOUNDATION $101 1Private foundation2020–2020 DURHAM LIONS CLUB CHARITABLE FUND

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $137,715 spent · pay $23,140 · grants $110,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $110,000 79.9%
Pay: officers, directors, trustees $23,140 16.8%
Taxes $3,100 2.3%
Fees: accounting $1,475 1.1%
Total$137,715100%

View the filing

2024 · Form 990PF · $135,928 spent · pay $23,180 · grants $110,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $110,000 80.9%
Pay: officers, directors, trustees $23,180 17.1%
Taxes $1,393 1.0%
Fees: accounting $1,355 1.0%
Total$135,928100%

View the filing

2023 · Form 990PF · $129,782 spent · pay $21,037 · grants $108,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $108,000 83.2%
Pay: officers, directors, trustees $21,037 16.2%
Fees: accounting $745 0.6%
Total$129,782100%

View the filing

2022 · Form 990PF · $133,134 spent · pay $21,520 · grants $108,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $108,000 81.1%
Pay: officers, directors, trustees $21,520 16.2%
Taxes $2,239 1.7%
Fees: accounting $1,375 1.0%
Total$133,134100%

View the filing

2021 · Form 990PF · $125,699 spent · pay $23,374 · grants $101,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $101,000 80.4%
Pay: officers, directors, trustees $23,374 18.6%
Fees: accounting $1,325 1.1%
Total$125,699100%

View the filing

2020 · Form 990PF · $112,553 spent · pay $21,157 · grants $88,950 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $88,950 79.0%
Pay: officers, directors, trustees $21,157 18.8%
Fees: accounting $1,325 1.2%
Taxes $1,121 1.0%
Total$112,553100%

View the filing

2019 · Form 990PF · $110,432 spent · pay $20,018 · grants $87,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $87,850 79.6%
Pay: officers, directors, trustees $20,018 18.1%
Fees: accounting $1,315 1.2%
Taxes $1,249 1.1%
Total$110,432100%

View the filing

2018 · Form 990PF · $107,109 spent · pay $20,554 · grants $85,250 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $85,250 79.6%
Pay: officers, directors, trustees $20,554 19.2%
Fees: accounting $1,305 1.2%
Total$107,109100%

View the filing

2017 · Form 990PF · $96,281 spent · pay $17,986 · grants $77,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $77,000 80.0%
Pay: officers, directors, trustees $17,986 18.7%
Fees: accounting $1,295 1.3%
Total$96,281100%

View the filing

2016 · Form 990PF · $97,170 spent · pay $22,190 · grants $73,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $73,700 75.8%
Pay: officers, directors, trustees $22,190 22.8%
Fees: accounting $1,280 1.3%
Total$97,170100%

View the filing

2015 · Form 990PF · $73,379 spent · pay $22,707 · grants $48,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $48,000 65.4%
Pay: officers, directors, trustees $22,707 30.9%
Taxes $1,422 1.9%
Fees: accounting $1,250 1.7%
Total$73,379100%

View the filing

2014 · Form 990PF · $55,606 spent · pay $11,744 · grants $41,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,000 73.7%
Pay: officers, directors, trustees $11,744 21.1%
Taxes $1,642 3.0%
Fees: accounting $1,220 2.2%
Total$55,606100%

View the filing

2013 · Form 990PF · $51,670 spent · pay $8,953 · grants $41,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $41,000 79.3%
Pay: officers, directors, trustees $8,953 17.3%
Fees: accounting $1,210 2.3%
Taxes $507 1.0%
Total$51,670100%

View the filing

2012 · Form 990PF · $51,462 spent · pay $8,653 · grants $40,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $40,000 77.7%
Pay: officers, directors, trustees $8,653 16.8%
Fees: accounting $2,400 4.7%
Taxes $409 0.8%
Total$51,462100%

View the filing

2011 · Form 990PF · $52,994 spent · pay $8,432 · grants $43,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $43,000 81.1%
Pay: officers, directors, trustees $8,432 15.9%
Taxes $1,562 2.9%
Total$52,994100%

View the filing

2010 · Form 990PF · $4,258 spent · pay $3,897 · grants $0 · events $0
LineAs describedTotalShare
Pay: officers, directors, trustees $3,897 91.5%
Fees: accounting $340 8.0%
Taxes $21 0.5%
Total$4,258100%

View the filing

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