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

-16.7% YoY

Avg Grant Size

$31K

+20.4% YoY

Under IRS private-foundation payout rules, Orr Waldon H and Adele Charitable Trust reported a distributable amount of $372K for 2024 — the minimum it must pay out in qualifying distributions.

About Orr Waldon H and Adele Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $1.4M (90%)

Oklahoma $131K (8%)

District of Columbia $25K (2%)

States

District of Columbia Oklahoma Texas

Cities

AustinBlackwellBryanCollege StaCollege StationHoustonIrvingRichardsonRockwallWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

94 grants across all recorded years

Open Grants

1 open opportunity from Orr Waldon H and Adele Charitable Trust

Foundation

Waldon H. and Adele Orr Charitable Trust Grant

ORR WALDON H AND ADELE CHARITABLE TRUST

Amount

US $5,000 - US $10,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First United Methodist Church of ($65,500), Brazos Valley Food Bank Inc ($60,000), Boys Clubs of Brazos County Inc ($40,000).

Recipient	Purpose	Amount
AMERICAN NATIONAL RED CROSS BRYAN, TX	GENERAL OPERATING	$25,000
FIRST UNITED METHODIST CHURCH OF BLACKWELL, OK	GENERAL OPERATING	$65,500
GIRL SCOUTS OF CENTRAL TEXAS INC AUSTIN, TX	GENERAL OPERATING	$20,000
BRAZOS VALLEY REHABILITATION CENTER INC BRYAN, TX	GENERAL OPERATING	$20,000
METHODIST RETIREMENT COMMUNITIES BRYAN, TX	GENERAL OPERATING	$32,500
TWIN CITY MISSION BRYAN, TX	GENERAL OPERATING	$10,000
HOSPICE BRAZOS VALLEY INC BRYAN, TX	GENERAL OPERATING	$35,000
BRAZOS VALLEY FOOD BANK INC BRYAN, TX	GENERAL OPERATING	$60,000
BOYS CLUBS OF BRAZOS COUNTY INC BRYAN, TX	GENERAL OPERATING	$40,000
SAM HOUSTON AREA COUNCIL BOY SCOUTS OF HOUSTON, TX	GENERAL OPERATING	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$81,085

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Orr Waldon H and Adele Charitable Trust?

Orr Waldon H and Adele Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAINT LOUIS, MO. It holds $5.2M in total assets as of 2024.

How large is Orr Waldon H and Adele Charitable Trust?

As of 2024, Orr Waldon H and Adele Charitable Trust holds $5.2M in total assets with $531K in annual revenue. It awarded 10 grants totaling $313K in 2024.

Where does Orr Waldon H and Adele Charitable Trust operate?

Orr Waldon H and Adele Charitable Trust has awarded grants in District of Columbia, Oklahoma, Texas.

What size grants does Orr Waldon H and Adele Charitable Trust award?

In 2024, Orr Waldon H and Adele Charitable Trust awarded 10 grants totaling $313K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Orr Waldon H and Adele Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Orr Waldon H and Adele Charitable Trust reported a distributable amount of $372K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.