Oren Campbell McCleary Charit Tr
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
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 12 grants of 15 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Music Center of Boston Boston, MA | Unrestricted General | $40,000 |
| Raw Arts Works Inc Lynn, MA | Unrestricted General | $40,000 |
| Charlestown Sprouts Inc Charlestown, MA | Unrestricted General | $9,300 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- 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
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.
Here's the math on researching Oren Campbell McCleary Charit Tr by hand.
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