Oren Campbell McCleary Charit Tr

Private foundation · Grantmaker Dallas, TX EIN: 30-6310996

Oren Campbell McCleary Charit Tr is a private foundation focused on Human Services, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.0M in total assets. In 2026, it awarded 3 grants totaling $89K. Net investment income was $275K.

Key facts about Oren Campbell McCleary Charit Tr

In short: Oren Campbell McCleary Charit Tr gave $89K across 3 grants in 2026 (avg $30K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.

EIN
30-6310996
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$89,300
Grants made (2026)
3
Average grant
$29,767
Median grant
$40,000
Total assets
$1,958,374
Primary geography
Massachusetts (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$2.0M

+5.1% YoY

Annual Giving

$89K

-13.7% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$30K

-13.7% YoY

Under IRS private-foundation payout rules, Oren Campbell McCleary Charit Tr reported a distributable amount of $114K for 2026 — the minimum it must pay out in qualifying distributions.

How Oren Campbell McCleary Charit Tr gives

  • Giving held roughly steady from 2023 to 2026 (−15%). Method
  • In 2026 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 3 itemized grants.

Cities

BostonLynnCharlestownLincoln

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025 3 grants2026

From 2021 to 2026, annual grant giving ranged from $89K (2026) to $110K (2022). In 2026 it made 3 grants totaling $89K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

Community Music Center of Boston: $40KCommunity Music Center ofBoston$40KRaw Arts Works Inc: $40KRaw Arts Works Inc$40KCharlestown Sprouts Inc: $9KCharlestown Sprouts Inc$9K

The largest 2026 recipient was Community Music Center of Boston ($40K). Together the top 3 received $89K.

Grant Size Distribution

15 grants across all recorded years

12<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 15 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Community Music Center of Boston Boston, MAUnrestricted General$40,000
Raw Arts Works Inc Lynn, MAUnrestricted General$40,000
Charlestown Sprouts Inc Charlestown, MAUnrestricted General$9,300

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$1,958,374$1,862,887$1,803,098
Revenue$298,299$201,172$58,801
Expenses$137,770$144,292$138,181
Qualifying Distributions$108,189$121,433$118,234
Net Investment Income$274,811$176,937$32,790
Distributable Amount$113,632$108,980$99,985

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Oren Campbell McCleary Charit Tr's 2026 filing lists 3 officers; 1 of 3 officers listed in 2026 is compensated.

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $28K (2021) → $34K (2026)

  • Francis Sopper

    Co-Ttee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Oren Sellstrom

    Co-Ttee

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $34KBank of AmericaTrustee$34K

The highest reported compensation on the 2026 filing was $34K, to Bank of America (Trustee).

Frequently asked questions about Oren Campbell McCleary Charit Tr

How much does Oren Campbell McCleary Charit Tr give each year?

Oren Campbell McCleary Charit Tr gave $89K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $104K across 3 grants.

What is Oren Campbell McCleary Charit Tr's typical grant size?

Oren Campbell McCleary Charit Tr's median grant in 2026 was $40,000, and its average grant was $29,767, across 3 grants on its 2026 IRS Form 990-PF.

Where does Oren Campbell McCleary Charit Tr give grants?

Oren Campbell McCleary Charit Tr gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.

Does Oren Campbell McCleary Charit Tr give general operating support?

Yes: 100% of Oren Campbell McCleary Charit Tr's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.

How large is Oren Campbell McCleary Charit Tr?

Oren Campbell McCleary Charit Tr reported $2.0M in total assets on its 2026 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $114K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Oren Campbell McCleary Charit Tr?

Oren Campbell McCleary Charit Tr is a private foundation focused on Human Services, based in Dallas, TX. It holds $2.0M in total assets as of 2026.

What is Oren Campbell McCleary Charit Tr's EIN?

Oren Campbell McCleary Charit Tr's EIN (Employer Identification Number) is 30-6310996. IRS Form 990 filing data is available on this page for 2021–2026.

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

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