Tua Anne M Orrell Charitable is a private independent foundation based in Dallas, Texas, established in 2010. The foundation operates as a 501(c)(3) organization with a focus on grantmaking in education, human services, and philanthropy. The foundation is managed by Bank of America, N.A. as trustee.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$70.8M
+14.1% YoY
Annual Giving
$3.9M
+65.3% YoY
Grant Count
36
+125.0% YoY
Avg Grant Size
$108K
-26.5% YoY
Mission & Focus Areas
The foundation's primary funding priorities include:
- Education
- Human Services
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation demonstrates a national giving pattern with documented evidence of grants in:
- Virginia
- Michigan
- Vermont
- Texas
Virginia appears to be a significant focus area based on grant distribution patterns.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $70,810,460
- Total giving: $3,885,000
- Total revenues: $13,298,034
- Total expenses: $4,616,558
- Number of employees: 1
As of 2023:
- Total assets: $62,100,000
- Total giving: $2,350,000
- Total revenues: $5,810,000
- Total expenses: $2,770,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $70,810,460 | $62,085,346 | $59,281,427 |
| Revenue | $13,298,034 | $5,809,569 | $42,776,577 |
| Expenses | $4,616,558 | $2,766,021 | $728,565 |
| Qualifying Distributions | $4,072,497 | $2,506,209 | $540,201 |
| Net Investment Income | $12,924,562 | $2,455,433 | $840,952 |
| Distributable Amount | $4,326,962 | $3,742,830 | $2,378,610 |
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
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Trustee: Bank of America, N.A.
- Contact for Texas inquiries: tx.philanthropic@bofa.com
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $467,493 |
Recent News & Activity
Recent developments and announcements
In 2026, Better Housing Coalition received the largest-ever grant from the foundation, marking a significant expansion in the foundation's grantmaking to this organization.
Better Housing Coalition lands largest-ever grant from Anne Mullen OrrellSubject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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