Orr Carl and Lena Charitable Trust

SAINT LOUIS, MO EIN: 83-0681597

Orr Carl and Lena Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 8 grants totaling $190K. Net investment income was $218K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

+0.2% YoY

Annual Giving

$190K

+1.1% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$24K

+1.1% YoY

Under IRS private-foundation payout rules, Orr Carl and Lena Charitable Trust reported a distributable amount of $204K for 2024 — the minimum it must pay out in qualifying distributions.

About Orr Carl and Lena Charitable Trust

Based on IRS filings

Orr Carl and Lena Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 8 grants totaling $190K. Net investment income was $218K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AlexandriaBlackwellBryanHoustonLenoir

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$92K$184K$276K$367K2021202220232024
Metric202420232022
Total Assets$3,099,795$3,094,292$3,124,796
Revenue$268,047$232,315$204,643
Expenses$262,086$260,894$305,347
Qualifying Distributions$208,233$207,088$242,883
Net Investment Income$218,307$181,381$183,458
Distributable Amount$204,037$196,527$209,279

Giving Over Time

Total grant dollars and number of grants per year

$0$56K$112K$167K$223K9 grants202111 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

FIRST UNITED METHODIST C…$50KTHE SALVATION ARMY$25KMETHODIST RETIREMENT COM…$25KBOYS CLUBS OF BRAZOS COU…$25KBRAZOS VALLEY REHABILITA…$20KTWIN CITY MISSION$15KBRYANCOLLEGE STATION HAB…$15KBRYAN ISD EDUCATION FOUN…$15K

Grant Size Distribution

36 grants across all recorded years

32<$50K4$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 First United Methodist Church of ($50,000), The Salvation Army ($25,000), Methodist Retirement Communities ($25,000).

RecipientPurposeAmount
THE SALVATION ARMY ALEXANDRIA, VAGENERAL OPERATING$25,000
FIRST UNITED METHODIST CHURCH OF BLACKWELL, OKGENERAL OPERATING$50,000
BRAZOS VALLEY REHABILITATION CENTER INC BRYAN, TXGENERAL OPERATING$20,000
METHODIST RETIREMENT COMMUNITIES BRYAN, TXGENERAL OPERATING$25,000
TWIN CITY MISSION BRYAN, TXGENERAL OPERATING$15,000
BRYANCOLLEGE STATION HABITAT FOR BRYAN, TXGENERAL OPERATING$15,000
BRYAN ISD EDUCATION FOUNDATION BRYAN, TXGENERAL OPERATING$15,000
BOYS CLUBS OF BRAZOS COUNTY INC BRYAN, TXGENERAL OPERATING$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$50K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$49,503

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Orr Carl and Lena Charitable Trust?

Orr Carl and Lena Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $3.1M in total assets as of 2024.

How large is Orr Carl and Lena Charitable Trust?

As of 2024, Orr Carl and Lena Charitable Trust holds $3.1M in total assets with $268K in annual revenue. It awarded 8 grants totaling $190K in 2024.

Where does Orr Carl and Lena Charitable Trust operate?

Orr Carl and Lena Charitable Trust has awarded grants in North Carolina, Oklahoma, Texas, Virginia.

What size grants does Orr Carl and Lena Charitable Trust award?

In 2024, Orr Carl and Lena Charitable Trust awarded 8 grants totaling $190K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Orr Carl and Lena Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Orr Carl and Lena Charitable Trust reported a distributable amount of $204K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Orr Carl and Lena Charitable Trust's EIN?

Orr Carl and Lena Charitable Trust's EIN (Employer Identification Number) is 83-0681597. IRS Form 990 filing data is available on this page for 2021–2024.

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Related Funders

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

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