//
Also known as: CO WELLS FARGO BANK NA IFS FIDUCIARY TAX
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Orr Carl And Lena Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2022. The principal officer is Wells Fargo Bank Na. It holds total assets of $3.1M. Annual income is reported at $1.1M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2021 to 2023. Grantmaking is concentrated in Texas. According to available records, Orr Carl And Lena Charitable Trust has made 39 grants totaling $784K, with a median grant of $16K. Annual giving has grown from $150K in 2021 to $188K in 2023. Grantmaking activity was highest in 2022 with $446K distributed across 22 grants. Individual grants have ranged from $5K to $76K, with an average award of $20K. The foundation has supported 15 unique organizations. Grants have been distributed to organizations in Texas and North Carolina and Virginia. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$10K
Average Grant
$17K
Largest Grant
$60K
Based on 9 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Orr Carl And Lena Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 39 grants. Its grantmaking reaches organizations primarily in TX, NC, VA.
Orr Carl And Lena Charitable Trust has distributed a total of $784K across 39 grants. The median grant size is $16K, with an average of $20K. Individual grants have ranged from $5K to $76K.
The application deadline is APPLICATION DEADLINES: JULY 31. Awards are limited to income tax qualifying charities.
Orr Carl And Lena Charitable Trust is headquartered in SAINT LOUIS, MO. While based in MO, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $46K | $0 | $46K |
Total Giving
$261K
Total Assets
$3.1M
Fair Market Value
$4M
Net Worth
$3.1M
Grants Paid
$188K
Contributions
N/A
Net Investment Income
$181K
Distribution Amount
$197K
Total: $738K
Total Grants
39
Total Giving
$784K
Average Grant
$20K
Median Grant
$16K
Unique Recipients
15
Most Common Grant
$16K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First United Methodist ChurchGENERAL OPERATING | Lenoir, NC | $61K | 2023 |
| Methodist Retirement CommunitiesGENERAL OPERATING | Bryan, TX | $23K | 2023 |
| Boys Clubs Of Brazos County IncGENERAL OPERATING | Bryan, TX | $20K | 2023 |
| Brazos Valley Rehabilitation Center IncGENERAL OPERATING | Bryan, TX | $20K | 2023 |
| The Salvation ArmyGENERAL OPERATING | Alexandria, VA | $20K | 2023 |
| Twin City MissionGENERAL OPERATING | Bryan, TX | $15K | 2023 |
| Bryancs Habitat For Humanity IncGENERAL OPERATING | Bryan, TX | $15K | 2023 |
| Bryan Isd Education FoundationGENERAL OPERATING | Bryan, TX | $15K | 2023 |
| First United Methodist Church Of BryanGENERAL OPERATING SUPPORT | Bryan, TX | $76K | 2022 |
| Health For All ClinicGENERAL OPERATING SUPPORT | Bryan, TX | $30K | 2022 |
| Methodist Retirement Community - CrestviewBENEVOLENT ASSISTANCE | Bryan, TX | $21K | 2022 |
| Bryancollege Station Habitat For HumanityNEW CONSTRUCTION 2021 | Bryan, TX | $16K | 2022 |
| The Salvation Army Bryancollege Station TexasHOMELESS PREVENTION | Bryan, TX | $16K | 2022 |
| Brazos Maternal And Child HealthTHE PRENATAL CLINIC | Bryan, TX | $5K | 2022 |
| Sam Houston Area Council Boy ScoutsDISCRETIONARY DISTRIBUTION | Houston, TX | $5K | 2022 |