Orr Carl and Lena Charitable Trust
Orr Carl and Lena Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 8 grants totaling $173K. Net investment income was $258K.
Orr Carl and Lena Charitable Trust at a glance
In short: Orr Carl and Lena Charitable Trust gave $173K across 8 grants in 2025 (avg $22K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $173,200
- -8.8% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $21,650
- -8.8% vs 2024
- Median grant
- $20,500
- Total assets
- $3,166,609
- +2.2% vs 2024
- Primary geography
- Texas (73% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Orr Carl and Lena Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was First United Methodist Church of ($47K). Together the top 8 received $173K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 40 grants of 44 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Orr Carl and Lena Charitable Trust gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 89% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $150K (2021) to $223K (2022). In 2025 it made 8 grants totaling $173K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First United Methodist Church of Blackwell, OK | General Operating | $47,200 |
| The Salvation Army Bryan, TX | General Operating | $23,000 |
| Methodist Retirement Communities Bryan, TX | General Operating | $23,000 |
| Boys Clubs of Brazos County Inc Bryan, TX | General Operating | $23,000 |
| Brazos Valley Rehabilitation Center Inc Bryan, TX | General Operating | $18,000 |
| Twin City Mission Bryan, TX | General Operating | $13,000 |
| Bryancollege Station Habitat for Humani Bryan, TX | General Operating | $13,000 |
| Bryan ISD Education Foundation Bryan, TX | General Operating | $13,000 |
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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 | $3,166,609 | $317,825 | $252,296 | $173,200 | 8 | $190,491 | $258,471 | $214,291 |
| 2024 | $3,099,795 | $268,047 | $262,086 | $190,000 | 8 | $208,233 | $218,307 | $204,037 |
| 2023 | $3,094,292 | $232,315 | $260,894 | $188,000 | 8 | $207,088 | $181,381 | $196,527 |
| 2022 | $3,124,796 | $204,643 | $305,347 | $223,151 | 11 | $242,883 | $183,458 | $209,279 |
| 2021 | $3,224,857 | $334,087 | $226,035 | $150,000 | 9 | $166,253 | $278,172 | $232,140 |
Under IRS private-foundation payout rules, Orr Carl and Lena Charitable Trust reported a distributable amount of $214K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Orr Carl and Lena Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2023
1 hr/week
$46K (2023) → $54K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2021–2022) — 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 $54K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Orr Carl and Lena Charitable Trust
How much does Orr Carl and Lena Charitable Trust give each year?
Orr Carl and Lena Charitable Trust gave $173K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $190K across 8 grants.
What is Orr Carl and Lena Charitable Trust's typical grant size?
Orr Carl and Lena Charitable Trust's median grant in 2025 was $20,500, and its average grant was $21,650, across 8 grants on its 2025 IRS Form 990-PF.
Where does Orr Carl and Lena Charitable Trust give grants?
Orr Carl and Lena Charitable Trust gives mostly in Texas: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (27%). The most frequent recipient cities were Bryan, TX (7 grants).
Does Orr Carl and Lena Charitable Trust give general operating support?
Yes: 100% of Orr Carl and Lena Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Orr Carl and Lena Charitable Trust's largest grantees?
Orr Carl and Lena Charitable Trust's largest 2025 grantees include First United Methodist Church of ($47,200), The Salvation Army ($23,000) and Methodist Retirement Communities ($23,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is Orr Carl and Lena Charitable Trust?
Orr Carl and Lena Charitable Trust reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $190K in qualifying distributions that year, against a required minimum of $214K (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 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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Orr Carl and Lena Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Orr Carl and Lena Charitable Trust's focus areas in our free grants database
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