Orr Waldon H and Adele Charitable Trust
The Orr Waldon H and Adele Charitable Trust is a private foundation based in Saint Louis, Missouri. It supports organizations through grants, with the 2025 filing emphasizing health, human services, and religious purposes.
Orr Waldon H and Adele Charitable Trust at a glance
In short: Orr Waldon H and Adele Charitable Trust gave $317K across 10 grants in 2025 (avg $32K), mostly in Texas. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $317,000
- +1.3% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $31,700
- +1.3% vs 2024
- Median grant
- $35,000
- Total assets
- $6,019,867
- +16.6% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Primary geography
- Texas (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Orr Waldon H and Adele Charitable Trust
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The foundation accepts unsolicited requests. Apply online using the application form and materials specified on its filing.
- Review Cycle
- July 31 each year, as stated on the 2025 filing. The July 31, 2026 deadline has passed.
- Deadline
- July 31 each year, as stated on the 2025 filing.
- Contact
Application contact: Wells Fargo Philanthropic Services
Mailing address: 100 N Main St 6Th Floor, Winston Salem, NC 27101
Phone: (855) 435-4108
Email: philanthropic@wellsfarog.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Orr Waldon H and Adele Charitable Trust
Who Orr Waldon H and Adele Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Brazos Valley Food Bank Inc ($60K). Together the top 10 received $317K.
Grant Size Distribution
85 grants across all recorded years
The most common grant size was under $50K: 76 grants of 85 (89%).
Geographic Focus
Where this funder awards grants
The 2025 grants went primarily to organizations in Texas, which received 71% of grant dollars; Oklahoma received 17%, and the District of Columbia received 11%. These figures describe the locations of grant recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Orr Waldon H and Adele Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $282K (2020) to $342K (2022). In 2025 it made 10 grants totaling $317K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brazos Valley Food Bank Inc Bryan, TX | General Operating | $60,000 |
| First United Methodist Church of Blackwell, OK | General Operating | $55,000 |
| Boys Clubs of Brazos County Inc Bryan, TX | General Operating | $45,000 |
| American National Red Cross Washington, DC | General Operating | $36,000 |
| Methodist Retirement Communities Bryan, TX | General Operating | $35,000 |
| Hospice Brazos Valley Inc Bryan, TX | General Operating | $35,000 |
| Brazos Valley Rehabilitation Center Inc Bryan, TX | General Operating | $20,000 |
| Girl Scouts of Central Texas Inc Austin, TX | General Operating | $15,000 |
| Twin City Mission Bryan, TX | General Operating | $10,000 |
| Sam Houston Area Council BSA Houston, TX | General Operating | $6,000 |
Ready to take the next step with Orr Waldon H and Adele Charitable Trust?
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 | $6,019,867 | $1,324,131 | $452,417 | $317,000 | 10 | $345,841 | $715,121 | $391,902 |
| 2024 | $5,161,642 | $531,124 | $438,952 | $313,000 | 10 | $342,575 | $436,046 | $372,136 |
| 2023 | $5,056,834 | $1,144,463 | $419,786 | $312,000 | 12 | $341,156 | $1,061,313 | $316,747 |
| 2022 | $4,352,175 | $370,304 | $445,706 | $342,000 | 26 | $367,793 | $296,513 | $334,706 |
| 2021 | $4,427,775 | $384,335 | $419,046 | $318,300 | 27 | $340,710 | $310,312 | $383,437 |
| 2020 | $4,459,736 | $285,272 | $366,438 | $282,000 | 19 | — | $231,135 | $314,923 |
Under IRS private-foundation payout rules, Orr Waldon H and Adele Charitable Trust reported a distributable amount of $392K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 filing identifies health, human services, and religious purposes as areas of emphasis.
Its grants include organizations with varied services. Brazos Valley Food Bank describes its mission as helping build a more resilient Brazos Valley where nutritious food and opportunity are attainable for all. Hospice Brazos Valley says it cares for people touched by life-limiting illness, grief, and loss. Brazos Valley Rehabilitation Center describes itself as a nonprofit provider of services to people with disabilities. Twin City Mission says it provides basic assistance through housing, domestic violence, youth and family, and donation and resale programs.
Grantmaking
In filing year 2025, the foundation awarded 10 grants totaling $317,000. Grants ranged from $6,000 to $60,000, with a median of $35,000. The largest awards included $60,000 to Brazos Valley Food Bank, $55,000 to First United Methodist Church of Blackwell, $45,000 to Boys Clubs of Brazos County, and $36,000 to the American National Red Cross. Each was listed for general operating support.
The filing says the foundation does not restrict giving to preselected organizations. Applications are submitted online using the foundation’s application form and materials. The filing lists no limitations on awards, with an emphasis on health, human services, and religious purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
Wells Fargo Bank N.A. is listed as trustee on the 2025 filing.
Orr Waldon H and Adele 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
$74K (2023) → $93K (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 $93K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Orr Waldon H and Adele Charitable Trust
How much does Orr Waldon H and Adele Charitable Trust give each year?
Orr Waldon H and Adele Charitable Trust gave $317K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $313K across 10 grants.
What is Orr Waldon H and Adele Charitable Trust's typical grant size?
Orr Waldon H and Adele Charitable Trust's median grant in 2025 was $35,000, and its average grant was $31,700, across 10 grants on its 2025 IRS Form 990-PF.
Where does Orr Waldon H and Adele Charitable Trust give grants?
Orr Waldon H and Adele Charitable Trust gives mostly in Texas: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (17%) and District of Columbia (11%). The most frequent recipient cities were Bryan, TX (6 grants).
Does Orr Waldon H and Adele Charitable Trust give general operating support?
Yes: 100% of Orr Waldon H and Adele Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Orr Waldon H and Adele Charitable Trust's largest grantees?
Orr Waldon H and Adele Charitable Trust's largest 2025 grantees include Brazos Valley Food Bank Inc ($60,000), First United Methodist Church of ($55,000) and Boys Clubs of Brazos County Inc ($45,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Orr Waldon H and Adele Charitable Trust?
Orr Waldon H and Adele Charitable Trust reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $346K in qualifying distributions that year, against a required minimum of $392K (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 does Orr Waldon H and Adele Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 filing identifies health, human services, and religious purposes as areas of emphasis. See mission & focus areas ↑
How do I apply for a grant from Orr Waldon H and Adele Charitable Trust?
The foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Orr Waldon H and Adele Charitable Trust's EIN?
Orr Waldon H and Adele Charitable Trust's EIN (Employer Identification Number) is 74-6523535. IRS Form 990 filing data is available on this page for 2020–2025.
Does Orr Waldon H and Adele Charitable Trust accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
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Cite this profile
Grantable. (2026). Orr Waldon H and Adele Charitable Trust funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/orr-waldon-h-and-adele-charitable-trust-morg_30140510b81348cb8dab1ac4ee3689e2
BibTeX
@misc{grantable_746523535_2026,
author = {{Grantable}},
title = {{Orr Waldon H and Adele Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/orr-waldon-h-and-adele-charitable-trust-morg_30140510b81348cb8dab1ac4ee3689e2},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Orr Waldon H and Adele Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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