Nonprofit · EIN 41-1384796
BEN & JEANNE OVERMAN CHARITABLE TRUST
Tax-exempt · WILMINGTON, DE 19899
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $273,778 | $219,801 | $53,977 | $2,675,512 | $0 | $2,675,512 |
| December 31, 2024 | 990-PF | $145,258 | $229,258 | -$84,000 | $2,622,219 | $0 | $2,622,219 |
| December 31, 2023 | 990-PF | $86,559 | $199,018 | -$112,459 | $2,707,871 | $0 | $2,707,871 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $74,315
- Net gain from sales of assets
- $199,463
Expenses
- Grants and similar amounts paid
- $171,000
- Compensation of officers, directors and key employees
- $46,372
- Disbursements for charitable purposes
- $190,311
- Excise tax on investment income
- $3,417
Balance sheet and other
- Total assets, start of year
- $2,622,219
- Total assets, end of year
- $2,675,512
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,675,512
- Fair market value of assets
- $3,674,048
- Qualifying distributions
- $190,311
- Net investment income
- $273,753
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEUBERGER BERMAN TRUST COMPANY N A PO BOX 396, WILMINGTON, DE 19899 | TRUSTEE | 40 | $46,372 |
| JANE OVERMAN 1111 PARK AVE APT 11E, NEW YORK, NY 10128 | SELECT COMMITTEE | 0 | $0 |
| BEVERLY GOLDFINE 23016 E SUPERIOR ST, DULTUH, MN 55812 | SELECT COMMITTEE | 0 | $0 |
| JAMES SHER 4145 WINDSONG CIR NE, PRIOR LAKE, MN 55372 | SELECT COMMITTEE | 0 | $0 |
| DAN GOLDFINE 9929 N 123RD STREET, SCOTTSDALE, AZ 85259 | SELECT COMMITTEE | 0 | $0 |
| ANN GOLDFINE 1730 EAST 2ND STREET, DULUTH, MN 55812 | SELECT COMMITTEE | 0 | $0 |
| JENNIFER OVERMAN 2350 VINE ST, BERKELEY, CA 94708 | SELECT COMMITTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEUBERGER BERMAN TRUST COMPANY N A PO BOX 396, WILMINGTON, DE 19899 | TRUSTEE | 40 | $45,096 |
| JANE OVERMAN 1111 PARK AVE APT 11E, NEW YORK, NY 10128 | SELECT COMMITTEE | 0 | $0 |
| BEVERLY GOLDFINE 23016 E SUPERIOR ST, DULTUH, MN 55812 | SELECT COMMITTEE | 0 | $0 |
| JAMES SHER 4145 WINDSONG CIR NE, PRIOR LAKE, MN 55372 | SELECT COMMITTEE | 0 | $0 |
| DAN GOLDFINE 9929 N 123RD STREET, SCOTTSDALE, AZ 85259 | SELECT COMMITTEE | 0 | $0 |
| ANN GOLDFINE 1730 EAST 2ND STREET, DULUTH, MN 55812 | SELECT COMMITTEE | 0 | $0 |
| JENNIFER OVERMAN 2350 VINE ST, BERKELEY, CA 94708 | SELECT COMMITTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEUBERGER BERMAN TRUST COMPANY N A PO BOX 396, WILMINGTON, DE 19899 | TRUSTEE | 40 | $41,674 |
| JANE OVERMAN 1111 PARK AVE APT 11E, NEW YORK, NY 10128 | SELECT COMMITTEE | 0 | $0 |
| BEVERLY GOLDFINE 23016 E SUPERIOR ST, DULTUH, MN 55812 | SELECT COMMITTEE | 0 | $0 |
| JAMES SHER 4145 WINDSONG CIR NE, PRIOR LAKE, MN 55372 | SELECT COMMITTEE | 0 | $0 |
| DAN GOLDFINE 9929 N 123RD STREET, SCOTTSDALE, AZ 85259 | SELECT COMMITTEE | 0 | $0 |
| ANN GOLDFINE 1730 EAST 2ND STREET, DULUTH, MN 55812 | SELECT COMMITTEE | 0 | $0 |
| JENNIFER OVERMAN 2350 VINE ST, BERKELEY, CA 94708 | SELECT COMMITTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- NEUBERGER BERMAN TRUST CO N A P O, WILMINGTON, DE 19899-0000
- In care of
- % MUTUAL OF OMAHA BANK TTEE
- Signed the 990-PF
- NEUBERGER BERMAN TR CO N A, SVP
- Phone
- (302) 830-4352
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1384796
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,675,512
- Income (IRS master file)
- $1,114,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $273,778 | $219,801 | $2,675,512 | IRS |
| 990-PF | December 2024 | $145,258 | $229,258 | $2,622,219 | IRS |
| 990-PF | December 2023 | $86,559 | $199,018 | $2,707,871 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1384796).
Questions about BEN & JEANNE OVERMAN CHARITABLE TRUST
- What is the EIN of BEN & JEANNE OVERMAN CHARITABLE TRUST?
- The employer identification number (EIN) of BEN & JEANNE OVERMAN CHARITABLE TRUST is 41-1384796.
- Is BEN & JEANNE OVERMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to BEN & JEANNE OVERMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEN & JEANNE OVERMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEN & JEANNE OVERMAN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEN & JEANNE OVERMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BEN & JEANNE OVERMAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $46,372 (NEUBERGER BERMAN TRUST COMPANY N A, TRUSTEE).
- How much revenue does BEN & JEANNE OVERMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $273,778, expenses of $219,801 and total assets of $2,675,512 at year end.
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