Aline Underhill Orten Foundation Inc

NEW ORLEANS, LA EIN: 72-1477797

Aline Underhill Orten Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ORLEANS, LA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 6 grants totaling $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

-6.8% YoY

Annual Giving

$21K

+41.4% YoY

Grant Count

6

+50.0% YoY

Avg Grant Size

$3K

-5.7% YoY

Under IRS private-foundation payout rules, Aline Underhill Orten Foundation Inc reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.

About Aline Underhill Orten Foundation Inc

Based on IRS filings

Aline Underhill Orten Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ORLEANS, LA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 6 grants totaling $21K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Ann ArborBig RapidsClinton TownshipDearbornDetroitGrosse Point FarmsMt ClemensNew OrleansOak ParkSarasotaShreveportToledoTraverse CityWarrenWayland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$87K$174K$261K$348K20202021202220232024
Metric202420232022
Total Assets$1,584,489$1,700,032$1,954,432
Revenue$92,486$-100,650$-117,840
Expenses$206,750$153,824$197,816
Qualifying Distributions$104,812$76,032$111,346
Net Investment Income
Distributable Amount$85,524$75,216$85,603

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$29K$44K$58K12 grants202019 grants20217 grants20224 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

LAHC - LEADERS ADVANCING…$10KCAPUCHIN SOUP KITCHEN$3KMACOMB SYMPHONY ORCHESTRA$3KGLEANERS COMMUNITY FOOD …$3KCATHOLIC CHARITIES OF NE…$2KNW MICHIGAN COMMUNITY AC…$1K

Grant Size Distribution

48 grants across all recorded years

48<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lahc - Leaders Advancing & Helping Communities ($10,000), Capuchin Soup Kitchen ($2,500), Macomb Symphony Orchestra ($2,500).

RecipientPurposeAmount
CAPUCHIN SOUP KITCHEN DETROIT, MIGENERAL$2,500
LAHC - LEADERS ADVANCING & HELPING COMMUNITIES DEARBORN, MIGENERAL$10,000
MACOMB SYMPHONY ORCHESTRA CLINTON TOWNSHIP, MIGENERAL$2,500
CATHOLIC CHARITIES OF NEW ORLEANS NEW ORLEANS, LAGENERAL$2,000
GLEANERS COMMUNITY FOOD BANK DETROIT, MIGENERAL$2,500
NW MICHIGAN COMMUNITY ACTION AGENCY TRAVERSE CITY, MIGENERAL$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CHARLES ROEHL IIPRESIDENT/DIRECTOR$72KMICHELE WORDENSECRETARY/TREASURER$43KKATHY ROEHLVICE-PRESIDENT$1KTHOMAS ROEHLDIRECTOR$1KCHRISTOPHER ROEHLDIRECTOR$1KAMANDA ROEHLDIRECTOR$1KCHARLES ROEHL IIIDIRECTOR$1KMARGARET WORDENDIRECTOR$500PETER WORDEN IIIDIRECTOR$500

From 2024 filing

NameTitleHoursCompensation
KATHY ROEHLVICE-PRESIDENT0.25$1,000
MICHELE WORDENSECRETARY/TREASURER10$43,000
CHARLES ROEHL IIPRESIDENT/DIRECTOR10$71,800
THOMAS ROEHLDIRECTOR1$1,000
CHRISTOPHER ROEHLDIRECTOR0.25$1,000
AMANDA ROEHLDIRECTOR0.25$1,000
CHARLES ROEHL IIIDIRECTOR0.25$1,000
MARGARET WORDENDIRECTOR0.25$500
PETER WORDEN IIIDIRECTOR0.25$500

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Aline Underhill Orten Foundation Inc?

Aline Underhill Orten Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ORLEANS, LA. It holds $1.6M in total assets as of 2024.

How large is Aline Underhill Orten Foundation Inc?

As of 2024, Aline Underhill Orten Foundation Inc holds $1.6M in total assets with $92K in annual revenue. It awarded 6 grants totaling $21K in 2024.

Where does Aline Underhill Orten Foundation Inc operate?

Aline Underhill Orten Foundation Inc has awarded grants in Florida, Louisiana, Michigan, Ohio.

What size grants does Aline Underhill Orten Foundation Inc award?

In 2024, Aline Underhill Orten Foundation Inc awarded 6 grants totaling $21K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Aline Underhill Orten Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Aline Underhill Orten Foundation Inc reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Aline Underhill Orten Foundation Inc's EIN?

Aline Underhill Orten Foundation Inc's EIN (Employer Identification Number) is 72-1477797. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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