Waldon H and Adele Orr Charitable Trust
EIN 746523535Total Given 2016–2023
$2.0M
145 grants · $249K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $4K–$20K
grant size
62%
deep partner · 39/63 multi-year
repeat
$7.0M
Assets (2023)
63
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
WELLS FARGO PHILANTHROPIC SERVICES
Phone
(704) 590-2828
Deadlines
APPLICATION DEADLINES: JULY 31
How to Apply
GRANT GUIDELINES ARE PUBLISHED ON HTTPS://WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/ORR NO FORM EXISTS. LETTERS OF REQUEST SHOULD INCLUDE THE LOCATION, TYPE OF ORGANIZATION, AND PURPOSE OF REQUEST.
Restrictions
AWARDS ARE LIMITED TO INCOME TAX QUALIFYING CHARITIES.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $261K | $5.4M | $164K | 21 |
| 2017 | $255K | $6.3M | $225K | 20 |
| 2018 | $225K | $5.6M | $336K | 20 |
| 2019 | N/A | $7.0M | $406K | N/A |
| 2020 | $282K | $7.2M | $285K | 19 |
| 2021 | $318K | $7.9M | $384K | 27 |
| 2022 | $342K | $6.4M | $370K | 26 |
| 2023 | $312K | $7.0M | $1.1M | 12 |
Grant Size Distribution
Based on 145 grants on record
Minimum
$1K
25th Pctl
$4K
Median
$8K
Average
$14K
75th Pctl
$20K
Maximum
$65K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
WN
Wells Fargo Bank Na
7 yrs
Trustee
Grants Awarded (145 total)
| Purpose | ||||
|---|---|---|---|---|
| First United Methodist Church of | Blackwell, OK | $65,000 | GENERAL OPERATING | 2023 |
| First United Methodist Church of Bryan | Bryan, TX | $65,000 | GENERAL OPERATING SUPPORT | 2022 |
| Brazos Valley Food Bank Inc | Bryan, TX | $60,000 | GENERAL OPERATING | 2023 |
| Brazos Valley Food Bank Inc | Bryan, TX | $50,000 | BACKPACK PROGRAM | 2020 |
| Brazos Valley Food Bank Inc | Bryan, TX | $50,000 | BACKPACK PROGRAM | 2021 |
| Brazos Valley Food Bank Inc | Bryan, TX | $50,000 | BACKPACK PROGRAM | 2022 |
| First United Methodist Church of Bryan | Bryan, TX | $45,000 | GENERAL OPERATING SUPPORT | 2020 |
| First United Methodist Church of Bryan | Bryan, TX | $40,000 | GENERAL MINISTRIES AND SPECIAL PROJECTS | 2018 |
| Boys Clubs of Brazos County Inc | Bryan, TX | $40,000 | GENERAL OPERATING | 2023 |
| First United Methodist Church of Bryan | Bryan, TX | $40,000 | $10,000 HISPANIC MINISTRY, $30,000 GENERAL SUPPORT | 2016 |
| First United Methodist Church of Bryan | Bryan, TX | $40,000 | GENERAL OPERATING SUPPORT | 2017 |
| Mrc Crestview - Crestview Retirement Community | Bryan, TX | $40,000 | BENEVOLENT FUND AT BRYAN TX CAMPUS | 2017 |
| Hospice Brazos Valley Inc | Bryan, TX | $35,000 | UNFUNDED HOSPICE CARE | 2020 |
| Hospice Brazos Valley Inc | Bryan, TX | $35,000 | UNFUNDED HOSPICE CARE | 2021 |
| Hospice Brazos Valley Inc | Bryan, TX | $35,000 | GENERAL OPERATING | 2023 |
| Boys Clubs of Brazos County Inc | Bryan, TX | $35,000 | CORE AND SPECIAL OPERATING SUPPORT | 2022 |
| Hospice Brazos Valley Inc | Bryan, TX | $35,000 | UNFUNDED HOSPICE CARE | 2022 |
| Brazos Valley Food Bank Inc | Bryan, TX | $32,000 | BACKPACK PROGRAM DESIGNATED FOR BRAZOS COUNTY SCHOOLS | 2018 |
| Boys Clubs of Brazos County Inc | Bryan, TX | $32,000 | CORE AND SPECIAL OPERATING SUPPORT | 2021 |
| Brazos Valley Food Bank Inc | Bryan, TX | $32,000 | CHILDREN'S BACKPACK PROGRAM | 2016 |
| Brazos Valley Food Bank Inc | Bryan, TX | $32,000 | CHILDREN'S BACKPACK PROGRAM | 2017 |
| Hospice Brazos Valley Inc | Bryan, TX | $30,000 | UNFUNDED HOSPICE CARE | 2018 |
| Methodist Retirement Communities | Bryan, TX | $30,000 | GENERAL OPERATING | 2023 |
| Hospice Brazos Valley Inc | Bryan, TX | $30,000 | GENERAL OPERATING SUPPORT | 2016 |
| Hospice Brazos Valley Inc | Bryan, TX | $30,000 | GENERAL OPERATING SUPPORT | 2017 |