Orr Waldon H and Adele Charitable Trust

SAINT LOUIS, MO EIN: 74-6523535

Orr Waldon H and Adele Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 10 grants totaling $313K. Net investment income was $436K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.2M

+2.1% YoY

Annual Giving

$313K

+0.3% YoY

Grant Count

10

-16.7% YoY

Avg Grant Size

$31K

+20.4% YoY

About Orr Waldon H and Adele Charitable Trust

Based on IRS filings

Orr Waldon H and Adele Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 10 grants totaling $313K. Net investment income was $436K.

Ready to take the next step with Orr Waldon H and Adele Charitable Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AustinBlackwellBryanCollege StaCollege StationHoustonIrvingRichardsonRockwallWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$315K$629K$944K$1M20202021202220232024
Metric202420232022
Total Assets$5,161,642$5,056,834$4,352,175
Revenue$531,124$1,144,463$370,304
Expenses$438,952$419,786$445,706
Qualifying Distributions$342,575$341,156$367,793
Net Investment Income$436,046$1,061,313$296,513
Distributable Amount$372,136$316,747$334,706

Giving Over Time

Total grant dollars and number of grants per year

$0$86K$171K$257K$342K19 grants202027 grants202126 grants202212 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIRST UNITED METHODIST C…$66KBRAZOS VALLEY FOOD BANK …$60KBOYS CLUBS OF BRAZOS COU…$40KHOSPICE BRAZOS VALLEY INC$35KMETHODIST RETIREMENT COM…$33KAMERICAN NATIONAL RED CR…$25KGIRL SCOUTS OF CENTRAL T…$20KBRAZOS VALLEY REHABILITA…$20KTWIN CITY MISSION$10KSAM HOUSTON AREA COUNCIL…$5K

Grant Size Distribution

94 grants across all recorded years

86<$50K8$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Orr Waldon H and Adele Charitable Trust

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$81K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$81,085

Subject Areas

Focus areas based on grantmaking activity

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

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