Ben & Jeanne Overman Charitable Trust

Wilmington, DE
Tax-exempt since Oct. 1980
EIN: 41-1384796

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$145k (2024)

Expenses

$229k (2024)

Total Assets

$2.62M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$145,258

Expenses

$229,258

Net Income

-$84,000

Net Assets

$2,622,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,745	48.7%
Sales of Assets	$74,513	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,128	88.2%
Compensation of Officers*	$45,096	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,622,219
Total Liabilities	$0
Net Assets	$2,622,219

Compensation

Key Employees and Officers	Compensation	Other
Neuberger Berman Trust Company N A (Trustee)	$45,096	$0
Jane Overman (Select Committee)	$0	$0
Beverly Goldfine (Select Committee)	$0	$0
James Sher (Select Committee)	$0	$0
Dan Goldfine (Select Committee)	$0	$0
Ann Goldfine (Select Committee)	$0	$0
Jennifer Overman (Select Committee)	$0	$0

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990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$86,559

Expenses

$199,018

Net Income

-$112,459

Net Assets

$2,707,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,414	71.0%
Sales of Assets	$25,145	29.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,488	81.1%
Compensation of Officers*	$41,674	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,707,871
Total Liabilities	$0
Net Assets	$2,707,871

Compensation

Key Employees and Officers	Compensation	Other
Neuberger Berman Trust Company N A (Trustee)	$41,674	$0
Jane Overman (Select Committee)	$0	$0
Beverly Goldfine (Select Committee)	$0	$0
James Sher (Select Committee)	$0	$0
Dan Goldfine (Select Committee)	$0	$0
Ann Goldfine (Select Committee)	$0	$0
Jennifer Overman (Select Committee)	$0	$0

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990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$152,971

Expenses

$195,494

Net Income

-$42,523

Net Assets

$2,821,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,264	33.5%
Sales of Assets	$101,707	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,687	76.1%
Compensation of Officers*	$43,215	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,821,316
Total Liabilities	$0
Net Assets	$2,821,316

Compensation

Key Employees and Officers	Compensation	Other
Neuberger Berman Trust Company N A (Trustee)	$43,215	$0
Jane Overman (Select Committee)	$0	$0
Beverly Goldfine (Select Committee)	$0	$0
James Sher (Select Committee)	$0	$0
Dan Goldfine (Select Committee)	$0	$0
Ann Goldfine (Select Committee)	$0	$0
Jennifer Overman (Select Committee)	$0	$0

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990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$515,932

Expenses

$234,526

Net Income

$281,406

Net Assets

$2,865,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,720	9.8%
Sales of Assets	$465,212	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,951	79.3%
Compensation of Officers*	$46,621	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,865,470
Total Liabilities	$0
Net Assets	$2,865,470

Compensation

Key Employees and Officers	Compensation	Other
Neuberger Berman Trust Company N A (Trustee)	$46,621	$0
Jane Overman (Select Committee)	$0	$0
Beverly Goldfine (Select Committee)	$0	$0
James Sher (Select Committee)	$0	$0
Dan Goldfine (Select Committee)	$0	$0
Ann Goldfine (Select Committee)	$0	$0
Jennifer Overman (Select Committee)	$0	$0

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990-PF

Filed on July 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$292,135

Expenses

$181,123

Net Income

$111,012

Net Assets

$2,577,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,172	17.2%
Sales of Assets	$241,963	82.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,910	80.0%
Compensation of Officers*	$38,809	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,577,941
Total Liabilities	$1
Net Assets	$2,577,940

Compensation

Key Employees and Officers	Compensation	Other
Nueberger Berman Trust Company (Trustee)	$38,809	$0
Jane Overman (Select Committee)	$0	$0
Beverly Goldfine (Select Committee)	$0	$0
James Sher (Select Committee)	$0	$0
Dan Goldfine (Select Committee)	$0	$0
Ann Goldfine (Select Committee)	$0	$0
Jennifer Overman (Select Committee)	$0	$0

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990-PF

Filed on June 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$109,693

Expenses

$181,838

Net Income

-$72,145

Net Assets

$2,467,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,203	51.2%
Sales of Assets	$53,490	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,865	80.8%
Compensation of Officers*	$37,619	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,467,238
Total Liabilities	$0
Net Assets	$2,467,238

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$139,930

Expenses

$165,550

Net Income

-$25,620

Net Assets

$2,578,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,649	37.6%
Sales of Assets	$87,281	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,108	78.0%
Compensation of Officers*	$34,801	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,578,959
Total Liabilities	$0
Net Assets	$2,578,959

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$305,350

Expenses

$160,664

Net Income

$144,686

Net Assets

$2,587,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,282	17.8%
Sales of Assets	$251,068	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,460	78.7%
Compensation of Officers*	$33,712	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,587,914
Total Liabilities	$0
Net Assets	$2,587,914

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$212,310

Expenses

$144,828

Net Income

$67,482

Net Assets

$2,448,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,381	28.9%
Sales of Assets	$150,929	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,539	92.2%
Compensation of Officers*	$11,729	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,448,574
Total Liabilities	$0
Net Assets	$2,448,574

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$72,020

Expenses

$146,770

Net Income

-$74,750

Net Assets

$2,381,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,642	68.9%
Sales of Assets	$22,378	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,500	88.2%
Compensation of Officers*	$12,866	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,381,476
Total Liabilities	$1
Net Assets	$2,381,475

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$61,204

Expenses

$164,031

Net Income

-$102,827

Net Assets

$2,456,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,078	91.6%
Sales of Assets	$5,126	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,000	87.2%
Compensation of Officers*	$13,250	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,456,226
Total Liabilities	$1
Net Assets	$2,456,225

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated January 26, 2026

Ben & Jeanne Overman Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $145k (2024)

Expenses $229k (2024)

Total Assets $2.62M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$145k (2024)

Expenses

$229k (2024)

Total Assets

$2.62M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Feb.
2001