Orr Carl and Lena Charitable Trust
EIN 830681597 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2022–2023
$411K
19 grants · $206K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$16K
typical small grants · $15K–$20K
grant size
27%
balanced · 4/15 multi-year
repeat
$4.0M
Assets (2023)
15
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/PRIVATE-FOUNDATIONS. 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 |
|---|---|---|---|---|
| 2022 | $223K | $4.0M | $205K | 11 |
| 2023 | $188K | $4.0M | $232K | 8 |
Grant Size Distribution
Based on 19 grants on record
Minimum
$5K
25th Pctl
$15K
Median
$16K
Average
$22K
75th Pctl
$20K
Maximum
$76K
Geographic Distribution
Texas Counties Served
89.5% of US grants
· Rank #1 of 3 states
$331K across
17 grants
2 of 254 counties
Top 2 counties
- 1 Brazos
- 2 Harris
Officers & Directors
WA
Wells Fargo Bank N a
Trustee
WN
Wells Fargo Bank Na
Trustee
Grants Awarded (19 total)
| Purpose | ||||
|---|---|---|---|---|
| First United Methodist Church of Bryan | Bryan, TX | $76,000 | GENERAL OPERATING SUPPORT | 2022 |
| First United Methodist Church | Lenoir, NC | $60,500 | GENERAL OPERATING | 2023 |
| Health for All Clinic | Bryan, TX | $30,000 | GENERAL OPERATING SUPPORT | 2022 |
| Methodist Retirement Communities | Bryan, TX | $22,500 | GENERAL OPERATING | 2023 |
| Methodist Retirement Community - Crestview | Bryan, TX | $21,000 | BENEVOLENT ASSISTANCE | 2022 |
| The Salvation Army | Alexandria, VA | $20,000 | GENERAL OPERATING | 2023 |
| Brazos Valley Rehabilitation Center Inc | Bryan, TX | $20,000 | GENERAL OPERATING | 2023 |
| Boys Clubs of Brazos County Inc | Bryan, TX | $20,000 | GENERAL OPERATING | 2023 |
| Boys Clubs of Brazos County Inc | Bryan, TX | $16,000 | CORE AND SPECIAL OPERATING SUPPORT | 2022 |
| Brazos Valley Rehabilitation Center Inc | Bryan, TX | $16,000 | LIFEBUILDERS CHARITABLE CARE PROGRAM | 2022 |
| Bryancollege Station Habitat for Humanity | Bryan, TX | $16,000 | NEW CONSTRUCTION 2021 | 2022 |
| The Salvation Army Bryancollege Station Texas | Bryan, TX | $16,000 | HOMELESS PREVENTION | 2022 |
| Twin City Mission | Bryan, TX | $15,000 | GENERAL OPERATING | 2023 |
| Bryan Isd Education Foundation | Bryan, TX | $15,000 | GENERAL OPERATING | 2023 |
| Bryancs Habitat for Humanity Inc | Bryan, TX | $15,000 | GENERAL OPERATING | 2023 |
| Bryan Isd Education Foundation | Bryan, TX | $11,000 | SCHOLARSHIPS AND GRANTS TO TEACHERS PROGRAM | 2022 |
| Twin City Mission | Bryan, TX | $11,000 | HOUSING SERVICES | 2022 |
| Brazos Maternal and Child Health | Bryan, TX | $5,151 | THE PRENATAL CLINIC | 2022 |
| Sam Houston Area Council Boy Scouts | Houston, TX | $5,000 | DISCRETIONARY DISTRIBUTION | 2022 |