Carrie S Orleans Trust
The Carrie S Orleans Trust is a private foundation based in Dallas, Texas. It supports organizations serving poor and needy people in Dallas County, with grants restricted to purchasing food and clothing.
Carrie S Orleans Trust at a glance
In short: Carrie S Orleans Trust gave $120K across 17 grants in 2025 (avg $7K), mostly in Texas. 47% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $120,000
- +2.1% vs 2024
- Grants made (2025)
- 17
- +41.7% vs 2024
- Average grant
- $7,059
- -27.9% vs 2024
- Median grant
- $5,000
- Total assets
- $2,236,727
- +0.7% vs 2024
- New grantees (estimate)
- 47% first-time grantees (8 of 17, 2025; small sample)
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Carrie S Orleans Trust
- How to Apply
-
The filing states that applications should be submitted in letter format and gives Bank of America—Kelly Garlock as the application contact. The foundation does not restrict giving to preselected organizations. Awards are restricted to food and clothing for the poor and needy in Dallas County.
- Contact
Application contact: Bank Of America - Kelly Garlock
Mailing address: 901 Main St Fl 19 - Mc Tx1-492-19, Dallas, TX 75202-3714
Phone: (214) 209-2396
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Carrie S Orleans Trust
Who Carrie S Orleans Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Dallas Education Foundation ($10K). Together the top 10 received $85K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 74 grants of 74 (100%).
Geographic Focus
Where this funder awards grants
The trust’s stated grant restriction is limited to Dallas County. All grant dollars reported for 2025 went to recipients in Texas.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is Carrie S Orleans Trust open to new grantees?
47%
first-time grantees, 2025
In 2025, 8 of 17 grantees (47%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $8K; repeat grants $7K. How we count
Medians: $8K first-time, $5K repeat.
- 12% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $95K (2021) to $120K (2025). In 2025 it made 17 grants totaling $120K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dallas Education Foundation Dallas, TX | Unrestricted General | $10,000 |
| VNA of Texas Dallas, TX | Unrestricted General | $10,000 |
| Wesley-Rankin Community Center Dallas, TX | Unrestricted General | $10,000 |
| The Stewpot of 1ST Presbyterian Church Dallas, TX | Unrestricted General | $10,000 |
| Jewish Family Services of Greater Dallas Dallas, TX | Unrestricted General | $10,000 |
| White Rock Center of Hope Dallas, TX | Unrestricted General | $10,000 |
| UGM of Dallas - Union Gospel Mission Dallas, TX | Unrestricted General | $10,000 |
| Irving Cares Irving, TX | Unrestricted General | $5,000 |
| Metrocrest Services Inc Farmers Branch, TX | Unrestricted General | $5,000 |
| Society of St Vincent De Paul Dallas Dallas, TX | Unrestricted General | $5,000 |
Ready to take the next step with Carrie S Orleans Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,236,727 | $215,350 | $175,209 | $120,000 | 17 | $140,295 | $187,402 | $128,447 |
| 2024 | $2,220,668 | $75,426 | $167,896 | $117,500 | 12 | $136,342 | $49,555 | $120,671 |
| 2023 | $2,267,208 | $-55,416 | $169,249 | $115,000 | 15 | $132,921 | $25,415 | $115,528 |
| 2022 | $2,462,393 | $476,379 | $163,460 | $105,000 | 17 | $125,740 | $448,007 | $129,875 |
| 2021 | $2,450,107 | $177,544 | $147,457 | $95,000 | 13 | — | $153,646 | $129,854 |
Under IRS private-foundation payout rules, Carrie S Orleans Trust reported a distributable amount of $128K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust was established to purchase food and clothing for poor and needy people in Dallas County without regard to race, creed, or color. Its stated grant restriction is food and clothing for the poor and needy in Dallas County.
Its 2025 grantees included organizations with varied missions. For example, the Dallas Education Foundation says it works to accelerate success for Dallas ISD students, while White Rock Center of Hope says it cultivates hope through basic needs and personalized empowerment. Wesley-Rankin Community Center describes its work as serving individuals and families in Dallas’s inner-city area. Other 2025 grantees include organizations whose stated missions address self-sufficiency, domestic-violence support, culturally competent services, and assistance to young women experiencing poverty or homelessness.
Grantmaking
In 2025, the trust reported 17 grants totaling $120,000. Awards ranged from $5,000 to $10,000, with a median grant of $5,000. The largest listed awards were $10,000 each to Dallas Education Foundation, VNA of Texas, Wesley-Rankin Community Center, The Stewpot of 1st Presbyterian Church, Jewish Family Services of Greater Dallas, White Rock Center of Hope, and UGM of Dallas–Union Gospel Mission. Other listed awards included $5,000 to Irving Cares, Metrocrest Services, Society of St. Vincent de Paul Dallas, Interfaith Family Services, and Network of Community Ministries.
The 2025 filing lists these grants as unrestricted general support. The trust’s stated award restriction, however, is food and clothing for the poor and needy in Dallas County.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee. Kelly Garlock and Robert Fox, both listed with Bank of America, served as grant committee members.
Carrie S Orleans Trust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$36K (2022) → $36K (2025)
Robert FOX - Bank Of America
Grant Committee Member
On filings since 2021
1 hr/week
No compensation reported
Kelly Garlock - Bank Of America
Grant Committee Member
On filings since 2024
1 hr/week
No compensation reported
Former officers (3)
- Former: Debi Allen - Bank Of America (2021–2023) — Grant Committee Member
- Former: Kelly Donohue - Bank Of America (2021–2023) — Grant Committee Member
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $36K, to Bank of America (Trustee).
Frequently asked questions about Carrie S Orleans Trust
How much does Carrie S Orleans Trust give each year?
Carrie S Orleans Trust gave $120K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $118K across 12 grants.
What is Carrie S Orleans Trust's typical grant size?
Carrie S Orleans Trust's median grant in 2025 was $5,000, and its average grant was $7,059, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Carrie S Orleans Trust that year got $8K on average.
Where does Carrie S Orleans Trust give grants?
Carrie S Orleans Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Dallas, TX (14 grants).
Does Carrie S Orleans Trust give general operating support?
Yes: 100% of Carrie S Orleans Trust's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Carrie S Orleans Trust's largest grantees?
Carrie S Orleans Trust's largest 2025 grantees include Dallas Education Foundation ($10,000), VNA of Texas ($10,000) and Wesley-Rankin Community Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is Carrie S Orleans Trust?
Carrie S Orleans Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $140K in qualifying distributions that year, against a required minimum of $128K (roughly 5% of its investment assets).
What does Carrie S Orleans Trust fund?
The trust was established to purchase food and clothing for poor and needy people in Dallas County without regard to race, creed, or color. Its stated grant restriction is food and clothing for the poor and needy in Dallas County. See mission & focus areas ↑
How do I apply for a grant from Carrie S Orleans Trust?
The filing states that applications should be submitted in letter format and gives Bank of America—Kelly Garlock as the application contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Carrie S Orleans Trust's EIN?
Carrie S Orleans Trust's EIN (Employer Identification Number) is 75-6006730. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Carrie S Orleans Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Carrie S Orleans Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/carrie-s-orleans-trust-morg_bb525dbabb5c411f87aad7c33f2cd370
BibTeX
@misc{grantable_756006730_2026,
author = {{Grantable}},
title = {{Carrie S Orleans Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/carrie-s-orleans-trust-morg_bb525dbabb5c411f87aad7c33f2cd370},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Carrie S Orleans Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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