Carrie S Orleans Trust
The Carrie S Orleans Trust is a private foundation based in Dallas, Texas, established in 1948. Designated as a 4947(a)(1) non-exempt charitable trust, it has been tax-exempt since February 1983. The trust operates with no employees and is managed by Bank of America, which serves as trustee.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+0.7% YoY
Annual Giving
$120K
+2.1% YoY
Grant Count
17
+41.7% YoY
Avg Grant Size
$7K
-27.9% YoY
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.
Mission & Focus Areas
The Carrie S Orleans Trust was established under the will of Carrie Sybil Orleans for the purpose of purchasing food and clothing for the poor and needy of Dallas County without regard to race, creed, or color. Per Mrs. Orleans' request, distributions are always made immediately following Thanksgiving Day.
The trust's primary funding areas include:
- Food assistance and food pantries
- Clothing for stabilizing families
- Services for women
- Human services organizations
Grantmaking
The trust distributes funds annually after Thanksgiving. Organizations with operating budgets under $20 million are eligible to apply.
How to Apply
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Geographic Focus
Where this funder awards grants
The trust primarily funds initiatives within Texas, specifically in Dallas County and the surrounding cities of:
- Dallas
- Farmers Branch
- Irving
- Plano
- Richardson
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (Fiscal Year 2025):
- Total assets: $2,236,727
- Total revenue: $215,350
- Total expenses: $175,209
- Net income: $40,141
Revenue Sources (FY 2025):
- Dividends: $64,702
- Sales of assets: $150,648
Expenses (FY 2025):
- Charitable disbursements: $140,295 (80.1% of total expenses)
- Compensation of officers: $36,002 (20.5% of total expenses)
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,236,727 | $2,220,668 | $2,267,208 |
| Revenue | $215,350 | $75,426 | $-55,416 |
| Expenses | $175,209 | $167,896 | $169,249 |
| Qualifying Distributions | $140,295 | $136,342 | $132,921 |
| Net Investment Income | $187,402 | $49,555 | $25,415 |
| Distributable Amount | $128,447 | $120,671 | $115,528 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
74 grants across all recorded years
Open Grants
1 open opportunity from Carrie S Orleans Trust
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Dallas Education Foundation ($10,000), Vna of Texas ($10,000), Wesley-rankin Community Center ($10,000).
| 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 |
| 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 |
| JEWISH FAMILY SERVICES OF GREATER DALLAS DALLAS, TX | UNRESTRICTED GENERAL | $10,000 |
| INTERFAITH FAMILY SERVICES DALLAS, TX | UNRESTRICTED GENERAL | $5,000 |
| NETWORK OF COMMUNITY MINISTRIES RICHARDSON, TX | UNRESTRICTED GENERAL | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The trust is managed by Bank of America as trustee. The grant committee includes:
- Kelly Garlock (Bank of America affiliated)
- Robert Fox (Bank of America affiliated)
The trustee receives compensation of $33,345, while grant committee members are not compensated for their roles.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $36,002 |
| KELLY GARLOCK - BANK OF AMERICA | GRANT COMMITTEE MEMBER | 1 | — |
| ROBERT FOX - BANK OF AMERICA | GRANT COMMITTEE MEMBER | 1 | — |
Frequently Asked Questions
What does Carrie S Orleans Trust fund?
The Carrie S Orleans Trust was established under the will of Carrie Sybil Orleans for the purpose of purchasing food and clothing for the poor and needy of Dallas County without regard to race, creed, or color. Per Mrs. Orleans' request, distributions are always made immediately following Thanksgiving Day. The trust's primary funding areas include: • Food assistance and food pantries • Clothing for stabilizing families • Services for women • Human services organizations
How do I apply for a grant from Carrie S Orleans Trust?
**Grant Amounts & Activity:** • Typical awards range from $5,000–$20,000 • Total giving: $120,000 (fiscal year 2025) • Charitable disbursements: $140,295 (fiscal year 2025) • Made 17 grants in the most recent reporting period **Recent Grantees Include:** • The Family Place ($20,000 for Food & Clothing for Dallas) • The Association for Independent Living ($15,000 for Purchase of Food) • Family Compass ($10,000 for Rainbow Room Food Pantry) • Visiting Nurses Association **Application Process:** T…
Where does Carrie S Orleans Trust make grants?
The trust primarily funds initiatives within Texas, specifically in Dallas County and the surrounding cities of: • Dallas • Farmers Branch • Irving • Plano • Richardson
What size grants does Carrie S Orleans Trust award?
In 2025, Carrie S Orleans Trust awarded 17 grants totaling $120K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Carrie S Orleans Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Carrie S Orleans Trust reported a distributable amount of $128K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Carrie S Orleans Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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