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Virginia · Private foundation

Dorothy M Overcash Charitable Trust First Bank Trustee

Its FY2025 filing reports that it accepted unsolicited grant applications.

$110k
Granted FY2025(still arriving)
21
Grants FY2025
21
Organizations funded FY2024
10%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$4,000
Largest grant, FY2025
$16,200
Organizations funded a year
19 to 21
FY2018 to FY2024
States reached, FY2025
1
Total assets, FY2025
$1.2M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 10% of the organizations Dorothy M Overcash Charitable Trust First Bank Trustee funded were first-time grantees, receiving 11% of its grant dollars.

New vs renewed · share of each year

In FY2024, 89% of grant dollars renewed an existing relationship; $12k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Arts & CultureHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving21$110k10%
FY202421$110k10%
FY202321$108k5%
FY202221$108k0%
FY202121$101k10%
FY202020$89k10%
FY201920$88k5%
FY201819$85k5%
92% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$219kEducation$174kHuman Services$151kYouth Development$125kReligion$87kHealth$39kHousing & Shelter$38kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 14 grantees
All grantees of Dorothy M Overcash Charitable Trust First Bank Trustee by total granted
GranteeTotal grantedYearsShare of their budget
Kernstown Battlefield Association Inc$86,300916%
Winchester Area Temporary Thermal Shelter Inc$37,80094%
Stone House Foundation$28,00094%
College Presbyterian Church$21,6002n/a
Fremont Street Nursery$18,50091%
Blue Ridge Hospice Inc$18,00080%
Special Love Inc$18,00090%
Winchester Day Nursery Inc$16,00081%
The Youth Development Center Inc$14,75061%
Laurel Ridge Community College Educational Foundation Inc$13,50030%
Shenandoah Valley Battlefields Foundation$10,00050%
Families Reaching Out Group$3,00022%
Blue Ridge Care$2,5001n/a
Frederick County Sheriffs Youth Camp Inc$3001n/a

What it could do for these grantees

Plus 16 recipients with no EIN on record ($588k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Dorothy M Overcash Charitable Trust First Bank Trustee supplied at peak.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetKernstown Battlefield Association Inc: $86,300 over 9y, 16% of budgetWinchester Area Temporary Thermal Shelter Inc: $37,800 over 9y, 3.9% of budgetStone House Foundation: $28,000 over 9y, 3.7% of budgetFremont Street Nursery: $18,500 over 9y, 0.6% of budgetBlue Ridge Hospice Inc: $18,000 over 8y, 0.0% of budgetSpecial Love Inc: $18,000 over 9y, 0.2% of budgetWinchester Day Nursery Inc: $16,000 over 8y, 0.7% of budgetThe Youth Development Center Inc: $14,750 over 6y, 1.2% of budgetLaurel Ridge Community College Educational Foundation Inc: $13,500 over 3y, 0.1% of budgetShenandoah Valley Battlefields Foundation: $10,000 over 5y, 0.0% of budgetFamilies Reaching Out Group: $3,000 over 2y, 1.7% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 11.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

American Woodmark Foundation IncVA21.8× affinity8 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

Open a dossier: American Woodmark Foundation Inc · United Way of Northern Shenandoah Valley Inc · The Bank of Clarke County Foundation · John L Harrell & Margaret T Harrell Charitable Trust C/O First Bank Trustee · The Woltz-Winchester Foundation · The Community Foundation of the Northern Shenandoah Valley · The Brandt Foundation · Vanguard Charitable Endowment Program · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Dorothy M Overcash Charitable Trust First Bank Trustee with peer funders

About Dorothy M Overcash Charitable Trust First Bank Trustee

How much does Dorothy M Overcash Charitable Trust First Bank Trustee give?
Dorothy M Overcash Charitable Trust First Bank Trustee reported 21 grants totaling $110,000 in its FY2025 IRS filing. It funded between 19 and 21 organizations a year over FY2018 to FY2024.
What does Dorothy M Overcash Charitable Trust First Bank Trustee fund?
By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (25%), Education (20%), Human Services (17%).
Who are Dorothy M Overcash Charitable Trust First Bank Trustee's largest grantees?
By total granted over FY2017 to FY2025: Kernstown Battlefield Association Inc ($86k), Winchester Area Temporary Thermal Shelter Inc ($38k), Stone House Foundation ($28k).
Does Dorothy M Overcash Charitable Trust First Bank Trustee fund new organizations?
In FY2024, 10% of the organizations it funded were first-time grantees.
Does Dorothy M Overcash Charitable Trust First Bank Trustee accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Dorothy M Overcash Charitable Trust First Bank Trustee?
Its strongest co-funders, measured against what their size predicts, include American Woodmark Foundation Inc, United Way of Northern Shenandoah Valley Inc, The Bank of Clarke County Foundation.
Where is Dorothy M Overcash Charitable Trust First Bank Trustee based?
Dorothy M Overcash Charitable Trust First Bank Trustee is based in VA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 30 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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