Orr James Donald Charitable Trust
Orr James Donald Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 8 grants totaling $108K. Net investment income was $477K.
Orr James Donald Charitable Trust at a glance
In short: Orr James Donald Charitable Trust gave $108K across 8 grants in 2025 (avg $14K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $108,000
- +13.7% vs 2024
- Grants made (2025)
- 8
- +14.3% vs 2024
- Average grant
- $13,500
- -0.5% vs 2024
- Median grant
- $10,000
- Total assets
- $1,931,906
- +22.2% vs 2024
- Primary geography
- Texas (100% 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 James Donald Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Brazos Valley Food Bank Inc ($25K). Together the top 8 received $108K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Orr James Donald Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 73% 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 2020 to 2025, annual grant giving ranged from $22K (2020) to $149K (2021). In 2025 it made 8 grants totaling $108K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brazos Valley Food Bank Inc Bryan, TX | General Operating | $25,000 |
| Bryan ISD Education Foundation Bryan, TX | General Operating | $20,000 |
| Boys Clubs of Brazos County Inc Bryan, TX | General Operating | $20,000 |
| Brazos Valley Rehabilitation Center Inc Bryan, TX | General Operating | $10,000 |
| Methodist Retirement Communities Bryan, TX | General Operating | $10,000 |
| Twin City Mission Bryan, TX | General Operating | $10,000 |
| Hospice Brazos Valley Inc Bryan, TX | General Operating | $10,000 |
| Health for All Clinic Inc Bryan, TX | General Operating | $3,000 |
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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 | $1,931,906 | $546,749 | $193,395 | $108,000 | 8 | $118,785 | $476,619 | $162,127 |
| 2024 | $1,580,303 | $298,792 | $154,338 | $95,000 | 7 | $105,210 | $250,638 | $117,803 |
| 2023 | $1,434,872 | $206,286 | $129,532 | $81,500 | 9 | $92,363 | $178,366 | $105,953 |
| 2022 | $1,374,497 | $241,680 | $207,920 | $132,415 | 7 | $159,538 | $202,645 | $108,696 |
| 2021 | $1,341,658 | $314,236 | $201,511 | $148,500 | 9 | $155,244 | $271,746 | $134,481 |
| 2020 | $1,226,433 | $261,207 | $68,504 | $21,600 | 9 | — | $229,160 | $119,353 |
Under IRS private-foundation payout rules, Orr James Donald Charitable Trust reported a distributable amount of $162K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Orr James Donald 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
$22K (2023) → $32K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $32K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Orr James Donald Charitable Trust
How much does Orr James Donald Charitable Trust give each year?
Orr James Donald Charitable Trust gave $108K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 7 grants.
What is Orr James Donald Charitable Trust's typical grant size?
Orr James Donald Charitable Trust's median grant in 2025 was $10,000, and its average grant was $13,500, across 8 grants on its 2025 IRS Form 990-PF.
Where does Orr James Donald Charitable Trust give grants?
Orr James Donald Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bryan, TX (8 grants).
Does Orr James Donald Charitable Trust give general operating support?
Yes: 100% of Orr James Donald 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 James Donald Charitable Trust's largest grantees?
Orr James Donald Charitable Trust's largest 2025 grantees include Brazos Valley Food Bank Inc ($25,000), Bryan ISD Education Foundation ($20,000) and Boys Clubs of Brazos County Inc ($20,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Orr James Donald Charitable Trust?
Orr James Donald Charitable Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $119K in qualifying distributions that year, against a required minimum of $162K (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 James Donald Charitable Trust's EIN?
Orr James Donald Charitable Trust's EIN (Employer Identification Number) is 82-5512604. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS November 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 20, 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)
Explore Open Grants
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