Orr Carl and Lena Charitable Trust

Private foundation · Grantmaker Saint Louis, MO EIN: 83-0681597

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.

Key facts about Orr Carl and Lena Charitable Trust

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.

EIN
83-0681597
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$173,200
Grants made (2025)
8
Average grant
$21,650
Median grant
$20,500
Total assets
$3,166,609
Primary geography
Texas (73% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.2M

+2.2% YoY

Annual Giving

$173K

-8.8% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$22K

-8.8% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of all 8 itemized 2025 grant dollars.

Cities

BryanAlexandriaBlackwellHoustonLenoir

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K9 grants202111 grants20228 grants20238 grants20248 grants2025

From 2021 to 2025, annual grant giving ranged from $150K (2021) to $223K (2022). In 2025 it made 8 grants totaling $173K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

First United Methodist Church of: $47KFirst United Methodist Churchof$47KThe Salvation Army: $23KThe Salvation Army$23KMethodist Retirement Communities: $23KMethodist RetirementCommunities$23KBoys Clubs of Brazos County Inc: $23KBoys Clubs of Brazos CountyInc$23KBrazos Valley Rehabilitation Center Inc: $18KBrazos Valley RehabilitationCenter Inc$18KTwin City Mission: $13KTwin City Mission$13KBryancollege Station Habitat for Humani: $13KBryancollege Station Habitatfor Humani$13KBryan Isd Education Foundation: $13KBryan Isd Education Foundation$13K

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

40<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 44 (91%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
First United Methodist Church of Blackwell, OKGeneral Operating$47,200
The Salvation Army Bryan, TXGeneral Operating$23,000
Methodist Retirement Communities Bryan, TXGeneral Operating$23,000
Boys Clubs of Brazos County Inc Bryan, TXGeneral Operating$23,000
Brazos Valley Rehabilitation Center Inc Bryan, TXGeneral Operating$18,000
Twin City Mission Bryan, TXGeneral Operating$13,000
Bryancollege Station Habitat for Humani Bryan, TXGeneral Operating$13,000
Bryan Isd Education Foundation Bryan, TXGeneral Operating$13,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K20212022202320242025
Metric202520242023
Total Assets$3,166,609$3,099,795$3,094,292
Revenue$317,825$268,047$232,315
Expenses$252,296$262,086$260,894
Qualifying Distributions$190,491$208,233$207,088
Net Investment Income$258,471$218,307$181,381
Distributable Amount$214,291$204,037$196,527

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 23, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  5. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  6. IRS filings on file for fiscal years 2021–2024

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

Wells Fargo Bank N a — Trustee: $54KWells Fargo Bank N aTrustee$54K

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).

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.

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