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Also known as: CO WELLS FARGO BANK NA IFS FIDUCIARY TAX
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Waldon H And Adele Orr Charitable Trust is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2004. The principal officer is Wells Fargo Bank Na Ttee. It holds total assets of $5.2M. Annual income is reported at $1M. Total assets have grown from $4M in 2011 to $5.1M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Texas. According to available records, Waldon H And Adele Orr Charitable Trust has made 72 grants totaling $942K, with a median grant of $5K. Annual giving has grown from $282K in 2020 to $342K in 2022. Individual grants have ranged from $2K to $65K, with an average award of $13K. The foundation has supported 32 unique organizations. Grant recipients are concentrated in Texas. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$8K
Average Grant
$12K
Largest Grant
$50K
Based on 27 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.
Waldon H And Adele Orr Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 72 grants. Its grantmaking reaches organizations primarily in TX.
Waldon H And Adele Orr Charitable Trust has distributed a total of $942K across 72 grants. The median grant size is $5K, with an average of $13K. Individual grants have ranged from $2K to $65K.
The application deadline is APPLICATION DEADLINES: JULY 31. Awards are limited to income tax qualifying charities.
Waldon H And Adele Orr Charitable Trust is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank Na | TRUSTEE | $75K | $0 | $75K |
Total Giving
$420K
Total Assets
$5.1M
Fair Market Value
$7M
Net Worth
$5.1M
Grants Paid
$312K
Contributions
N/A
Net Investment Income
$1.1M
Distribution Amount
$317K
Total: $2.3M
Total Grants
72
Total Giving
$942K
Average Grant
$13K
Median Grant
$5K
Unique Recipients
32
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The RoseEMPOWER HER - SPONSORSHIP | Houston, TX | $5K | 2022 |
| Sos Ministries IncJACK THREADGILL VOCATIONAL PROJECT | Bryan, TX | $5K | 2022 |
| First United Methodist Church Of BryanGENERAL OPERATING SUPPORT | Bryan, TX | $65K | 2022 |
| Brazos Valley Food Bank IncBACKPACK PROGRAM | Bryan, TX | $50K | 2022 |
| Hospice Brazos Valley IncUNFUNDED HOSPICE CARE | Bryan, TX | $35K | 2022 |
| Boys Clubs Of Brazos County IncCORE AND SPECIAL OPERATING SUPPORT | Bryan, TX | $35K | 2022 |
| Methodist Retirement CommunitiesBENEVOLENT ASSISTANCE | Bryan, TX | $30K | 2022 |
| Brazos Valley Rehabilitation Center IncLIFEBUILDERS CHARITABLE CARE PROGRAM | Bryan, TX | $20K | 2022 |
| American National Red CrossDISASTER RELIEF SERVICES IN BRAZOS COUNTY TX ONLY | Bryan, TX | $15K | 2022 |
| Girl Scouts Of Central Texas IncYOUTH LEADERSHIP PROGRAMMING IN THE BRAZOS VALLEY | Bryan, TX | $10K | 2022 |
| Twin City MissionHOUSING SERVICES | Bryan, TX | $8K | 2022 |
| College Station Isd Education Foundation IncCHRISSY'S CLOSET COMBATS COVID | College Station, TX | $5K | 2022 |
| Home Base For Transitioning Foster YouthINDIVIDUAL OUNSELING PROGRAM | Bryan, TX | $5K | 2022 |
| Childrens Museum Of The Brazos VallyKID CARE CLINIC EDUCATIONAL EXHIBIT | Bryan, TX | $5K | 2022 |
| Just Say YesEMPOWER YOUTH TO MAKE HEALTHIER CHOICES | Bryan, TX | $5K | 2022 |
| Brazos Valley Museum Of Natural HistoryMUSEUM PROGRAMS AND GALLERY MAINTENANCE | Bryan, TX | $5K | 2022 |
| Bryan Isd Education FoundationSCHOLARSHIPS AND GRANTS TO TEACHERS PROGRAM | Bryan, TX | $5K | 2022 |
| Ronald Mcdonald HouseFAMILY CENTERED CARE TO BRAZOS VALLEY | Bryan, TX | $5K | 2022 |
| Big Brothers Big Sisters Of South Texas IncCOMMUNITY BASE, SITE BASE & WORKPLACE MENTORING | College Station, TX | $5K | 2022 |
| United Way Of The Brazos Valley IncRIDE2HEALTH 2021 | Bryan, TX | $5K | 2022 |
| Voices For Children IncCOMMUNITY AWARENESS AND RECRUITMENT | Bryan, TX | $5K | 2022 |
| Bryancollege Station Habitat For HumanityNEW CONSTRUCTION DISCRETIONARY DISTRIBUTION | Bryan, TX | $5K | 2022 |
| Reach ProjectDISCRETIONARY DISTRIBUTION | College Station, TX | $5K | 2022 |
| Texas Ramp ProjectBRAZOS VALLEY RAMP PROJECT | Richardson, TX | $5K | 2022 |
| Scotty'S House Brazos Valley Child Advocacy Center IncFORENSIC SERVICES PROGRAM (FSP) | Bryan, TX | $4K | 2022 |
| Sam Houston Area Council Boy Scouts Of AmericaGENERAL OPERATING SUPPORT FOR ARROWMOON DISTRICT | Houston, TX | $3K | 2022 |
| Health For All Clinic IncGENERAL OPERATING SUPPORT | Bryan, TX | $25K | 2021 |
| The Salvation Army Bryancollege Station TexasHOMELESS PREVENTION | Bryan, TX | $8K | 2021 |
| Brazos County Rape CrisisSEXUAL ASSAULT VICTIM SERVICES | Bryan, TX | $5K | 2021 |
| Brazos Interfaith ImmigrationDISCRETIONARY DISTRITION | Bryan, TX | $5K | 2021 |
| Brazos Maternal And Child Health Clinic IncTHE PRENATAL CLINIC | Bryan, TX | $5K | 2021 |
| Patriot Paw Service DogsDISCRETIONARY DISTRIBUTION | Rockwall, TX | $5K | 2021 |