STRATEGY STUDIO / PUBLIC DATA EXPLORER

FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST

Cite this

Plain text FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/066449102. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/066449102

MLA “FAYETTE L OVERHOLT CHARITABLE FOUNDATION TRUST.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/066449102. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $35K · expenses $33K · assets $355K

EIN
06-6449102
Address
PO BOX 578, LITCHFIELD, CT 06759-0578
NTEE code
B82Z
Subsection
501(c)(3)
Ruling year
1997
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
Union Savings Bank Institution Trustee2020-2025 $6,956$39,349 14

People by year

2025 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Union Savings Bank Institution Trustee2 $6,956-- $6,95614
2024 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Union Savings Bank Institution Trustee2 $6,618-- $6,61814
2023 · 1 person listed · 1 paid, $6K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Union Savings Bank Institution Trustee2 $5,952-- $5,95214
2022 · 1 person listed · 1 paid, $6K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Union Savings Bank Institution Trustee2 $6,379-- $6,37914
2021 · 1 person listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Union Savings Bank Institution Trustee2 $7,176-- $7,17614
2020 · 1 person listed · 1 paid, $6K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Union Savings Bank Institution Trustee2 $6,268-- $6,26814

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 · 6 grants to organizations · $24K
2024 · 6 grants to organizations · $21K
2023 · 6 grants to organizations · $21K
2022 · 18 grants to organizations · $25K
2021 · 14 grants to organizations · $21K
2020 · 18 grants to organizations · $21K

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

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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 ↗
$35,395$32,918 $355,355$355,355 -- $6,956--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$18,146$28,807 $352,898$352,898 -- $6,618--
2023 · Form 990PF period ending 2023-12-31 · amended · view filing · original 990 ↗
$13,031$28,025 $363,662$363,662 -- $5,952--
2023 · Form 990PF period ending 2023-12-31 · superseded · view filing · original 990 ↗
$13,031$28,025 $363,662$363,662 -- $5,952--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$15,373$33,415 $378,670$378,670 -- $6,379--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$56,165$29,215 $396,779$396,779 -- $7,176--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$10,570$28,389 $369,999$369,999 -- $6,268--

Funders of this organization

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

Similar organizations

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
DEVON ROTARY FOUNDATION TR FUNDCTB82 $36,881$36,959 SECRETARY/TR$0 Same NTEE code B82, revenue within 2x, same state
CT EDUCATION FOUNDATION INCCTB82 $35,578$24,484 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
ROTARY CLUB OF EAST HARTFORD CHARITABLE FUNDCTB82 $37,441$37,852 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
THE BETHEL EDUCATION FOUNDATION INCCTB82 $38,827$37,747 Chairperson$0 Same NTEE code B82, revenue within 2x, same state
MARTIN V ALONZO FOUNDATIONCTB82 $35,206$20,099 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
ROTARY CLUB OF LITCHFIELD-MORRIS FOUNDATION INCCTB82 $35,382$17,716 TREASURER$0 Same NTEE code B82, revenue within 2x, same state
JOSEPH MANZI FOUNDATION INCCTB82 $35,537$23,359 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
KENNETH MUHLENBRUCK FOUNDATION INCCTB82 $32,060$28,548 PRESIDENT$6,000 Same NTEE code B82, revenue within 2x, same state
ROTARY CLUB OF WATERTOWN CONNECTICUT FOUNDATION INCCTB82 $35,807$24,209 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
DOUGLAS S DRUAN MEMORIAL FOUNDATION INCCTB82 $36,108$911 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
MESARG EDUCATIONAL TRUSTCTB82 $32,146$30,809 MANAGING TRUSTEE$0 Same NTEE code B82, revenue within 2x, same state
JUDSON SCHOOL PARENT TEACHER ORGANIZATION INCCTB82 $32,096$23,469 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
YALE SAPPERN MEMORIAL SCHOLARSHIP FUND INCCTB82 $37,853$30,911 Pres./Director$0 Same NTEE code B82, revenue within 2x, same state
WINDSOR POLICE CADETS INCCTB82 $33,851$32,563 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
DANIEL J GRIFFIN MEMORIALCTB82 $38,961$21,817 BOARD MEMBER-VICE PRESIDEN$0 Same NTEE code B82, revenue within 2x, same state
SOLOMON & DEBORAH WEBER CHARITABLE FOUNDATION TRUSTNJB82 $33,000$30,828 TRUSTEE$0 Same NTEE code B82, revenue within 2x, similar name
CARY ROTARY CHARITABLE FOUNDATION INCNCB82 $37,738$66,558 PRESIDENT$0 Same NTEE code B82, revenue within 2x
PI UPSILON LAMBDA CHARITABLE FOUNDATION INCMDB82 $36,054$81,488 BOARD MEMBER$0 Same NTEE code B82, revenue within 2x
CHARITY 6 FOUNDATIONOHB82 $37,405$22,873 Treasurer$0 Same NTEE code B82, revenue within 2x
LOCAL 1658 SCHOLARSHIP & CHARITABLE FOUNDATION INCMAB82 $34,590$24,517 TREASURER$0 Same NTEE code B82, revenue within 2x
WILLARD E BORCHERS FAMILY CHARITABLE FOUNDATIONNEB82 $31,981$60,500 President$0 Same NTEE code B82, revenue within 2x
CHARLOTTE CUSHMAN FOUNDATIONPAB82 $37,979$60,438 Trustee$0 Same NTEE code B82, revenue within 2x
ALPHA SCHOLARSHIP AND CHARITABLE FOUNDATION OF IUL INCORPORATEDMDB82 $37,311$19,378 Committee Member$0 Same NTEE code B82, revenue within 2x
DR JEAN KOFFEL CHARITABLE TRUSTWIB82 $38,101$38,101 TRUSTEE$0 Same NTEE code B82, revenue within 2x
CHARLES E FAVOR EDUCATIONAL CHARITABLE TROHB82 $32,944$16,796 TRUSTEE$3,762 Same NTEE code B82, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
REDLANDS COMMUNITY FOUNDATION DAF sponsor$130,2653 12011–2022 CITROGRAPH FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$68,7989 32020–2024 BETTENDORF ROTARY CLUB FOUNDATION INC; DAVINCI FOUNDATION; THE EVERGREEN EDUCATION FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$60,0003 32021–2024 AJ TOLIA FOUNDATION INC; WIWD FOUNDATION; ORDER OF THE GOLDEN RULE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$49,4795 42022–2024 DAVINCI FOUNDATION; THE EVERGREEN EDUCATION FOUNDATION; WEST LITTLE ROCK ROTARY CLUB CHARITABLE AND EDUCATIONAL FUND; CASEY SCHULMAN FOUNDATION
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC DAF sponsor$45,8003 12019–2023 IVY FOUNDATION INC
QUAD CITIES COMMUNITY FOUNDATION DAF sponsor$39,4505 12020–2024 BETTENDORF ROTARY CLUB FOUNDATION INC
GIVE BACK FOUNDATION DAF sponsor$33,1066 22018–2022 ALPHA SCHOLARSHIP AND CHARITABLE FOUNDATION OF IUL INCORPORATED; PI UPSILON LAMBDA CHARITABLE FOUNDATION INC
GLOBAL IMPACT DAF sponsor$32,7745 22009–2016 PI UPSILON LAMBDA CHARITABLE FOUNDATION INC; ALPHA SCHOLARSHIP AND CHARITABLE FOUNDATION OF IUL INCORPORATED
COLUMBUS FOUNDATION DAF sponsor$26,2484 12014–2024 LAMBDA BOULE FOUNDATION
THE WEXNER FAMILY CHARITABLE FUND Private foundation$25,0001 12024–2024 LAMBDA BOULE FOUNDATION
PUBLIC WELFARE FOUNDATION INC Private foundation$25,0001 12023–2023 LAMBDA BOULE FOUNDATION
BEAZLEY FOUNDATION INC Private foundation$15,0003 12022–2024 CHESAPEAKE ROTARY FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$9,6661 12019–2019 ROTARY CLUB OF WATERTOWN CONNECTICUT FOUNDATION INC
MARION C SMYTH TRUST ESTATE UW Private foundation$9,0003 12013–2015 ROCK ON FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$7,6255 12015–2024 ITALIAN AMERICAN EXECUTIVES OF TRANSPORTATION CHARITABLE FNDTN

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 · $32,918 spent · pay $6,956 · grants $24,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $24,500 74.4%
Pay: officers, directors, trustees $6,956 21.1%
Fees: accounting $1,136 3.5%
Taxes $326 1.0%
Total$32,918100%

View the filing

2024 · Form 990PF · $28,807 spent · pay $6,618 · grants $21,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $21,000 72.9%
Pay: officers, directors, trustees $6,618 23.0%
Fees: accounting $1,074 3.7%
Taxes $115 0.4%
Total$28,807100%

View the filing

2023 · Form 990PF · $28,025 spent · pay $5,952 · grants $21,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $21,000 74.9%
Pay: officers, directors, trustees $5,952 21.2%
Fees: accounting $1,024 3.7%
Taxes $49 0.2%
Total$28,025100%

View the filing

2022 · Form 990PF · $33,415 spent · pay $6,379 · grants $24,596 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $24,596 73.6%
Pay: officers, directors, trustees $6,379 19.1%
Taxes $1,465 4.4%
Fees: accounting $975 2.9%
Total$33,415100%

View the filing

2021 · Form 990PF · $29,215 spent · pay $7,176 · grants $21,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $21,000 71.9%
Pay: officers, directors, trustees $7,176 24.6%
Fees: accounting $920 3.1%
Taxes $119 0.4%
Total$29,215100%

View the filing

2020 · Form 990PF · $28,389 spent · pay $6,268 · grants $21,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $21,000 74.0%
Pay: officers, directors, trustees $6,268 22.1%
Fees: accounting $920 3.2%
Taxes $201 0.7%
Total$28,389100%

View the filing