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· Private foundation

Orr Carl and Lena Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$173k
Granted FY2025still arriving
8
Grants FY2025still arriving
2
States reached
$47k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Religion$294kHuman Services$239kHealth$124kYouth Development$104kHousing & Shelter$100kEducation$64k
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

$23,000
Median grant
2
States reached
$3.2M
Total assets
Largest grants
RecipientAmount
FIRST UNITED METHODIST CHURCH OF$47,200
THE SALVATION ARMY$23,000
METHODIST RETIREMENT COMMUNITIES$23,000
BOYS CLUBS OF BRAZOS COUNTY INC$23,000
BRAZOS VALLEY REHABILITATION CENTER INC$18,000
BRYANCOLLEGE STATION HABITAT FOR HUMANI$13,000
BRYAN ISD EDUCATION FOUNDATION$13,000
TWIN CITY MISSION$13,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY21–25) land where the poverty rate runs at 20%, against an area that typically sits at 17%. 74% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 17%SAM HOUSTON AREA COUNCIL BOY SCOUTS: $5k → 16%HEALTH FOR ALL CLINIC: $30k → 22%FIRST UNITED METHODIST CHURCH OF: $50k → 16%FIRST UNITED METHODIST CHURCH: $61k → 16%THE SALVATION ARMY: $25k → 9%SAM HOUSTON AREA COUNCIL BOY SCOUTS: $5k → 16%METHODIST RETIREMENT COMMUNITIES: $25k → 22%FIRST UNITED METHODIST CHURCH OF: $47k → 16%THE SALVATION ARMY: $20k → 9%METHODIST RETIREMENT COMMUNITIES: $23k → 22%METHODIST RETIREMENT COMMUNITIES: $23k → 22%METHODIST RETIREMENT COMMUNITY - CRESTVIEW: $21k → 22%BRAZOS VALLEY REHABILITATION CENTER INC: $20k → 22%BRAZOS VALLEY REHABILITATION CENTER INC: $20k → 22%BRAZOS VALLEY REHABILITATION CENTER INC: $18k → 22%BRAZOS VALLEY REHABILITATION CENTER INC: $16k → 22%METHODIST RETIREMENT COMMUNITY - CRESTVIEW: $15k → 22%BRAZOS VALLEY REHABILITATION CENTER INC: $15k → 22%BRAZOS MATERNAL AND CHILD HEALTH: $5k → 22%FIRST UNITED METHODIST CHURCH OF BRYAN: $76k → 22%FIRST UNITED METHODIST CHURCH OF BRYAN: $60k → 22%BOYS CLUBS OF BRAZOS COUNTY INC: $16k → 22%BRYAN ISD EDUCATION FOUNDATION: $15k → 22%BRYAN ISD EDUCATION FOUNDATION: $15k → 22%BRYAN ISD EDUCATION FOUNDATION: $13k → 22%BRYAN ISD EDUCATION FOUNDATION: $11k → 22%BRYAN ISD EDUCATION FOUNDATION: $10k → 22%BOYS CLUBS OF BRAZOS COUNTY INC: $10k → 22%THE SALVATION ARMY: $23k → 22%BRYANCOLLEGE STATION HABITAT FOR HUMANITY: $16k → 22%THE SALVATION ARMY BRYANCOLLEGE STATION TEXAS: $16k → 22%BRYANCS HABITAT FOR HUMANITY INC: $15k → 22%BRYANCOLLEGE STATION HABITAT FOR: $15k → 22%BRYANCOLLEGE STATION HABITAT FOR HUMANITY: $15k → 22%BRYANCOLLEGE STATION HABITAT FOR HUMANI: $13k → 22%TWIN CITY MISSION: $11k → 22%TWIN CITY MISSION: $10k → 22%THE SALVATION ARMY BRYANCOLLEGE STATION TEXAS: $10k → 22%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

88%of every dollar goes to organizations it has funded before.
$814k · 12 repeat orgs$111k to everyone else

12 repeat relationships: 8 still active in FY2025, 4 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

12
4

Total granted

$814k
$111k

Median revenue growth · since first grant

+1%
+29%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24’25
HealthYouth DevelopmentEducationHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BV
    BRAZOS VALLEY REHABILITATION CENTER
    5× · 2021–2025 · $89k · revenue +2%
  • BI
    Bryan ISD Education Foundation
    5× · 2021–2025 · $64k · revenue +57%
  • BS
    BRYAN-COLLEGE STATION HABITAT FOR HUMANI
    4× · 2021–2025 · $59k · revenue +1%

Funded once

  • FU
    FIRST UNITED METHODIST CHURCH
    one grant, 2023 · $61k
  • HF
    Health for All Inc
    one grant, 2022 · $30k · revenue +20%
  • BH
    BRYANCS HABITAT FOR HUMANITY INC
    one grant, 2023 · $15k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Brazos Valley Affordable Housing Corporation

To provide quality services and products to the residents and businesses of our community in such a way as to maximize the affordability of safe and decent housing, especially for the low income; and to serve as a vehicle and assist in any…

Community Improvement
2
Brazos Valley Cdc Inc

To provide quality services and products to the residents and businesses of our communities in such a way as to maximize the affordability of safe and decent housing, especially for the low income; and to serve as a vehicle and assist in…

Housing & Shelter
3
Family Promise of Bryan-College Station

To assist homeless families in securing stable housing

Housing & Shelter
4
Bridge Ministries of Bryan Texas

To share Christ with others through serving those in need in the brazos valley and surrounding areas or wherever God leads and to bridge the gap by joining churches and other groups in serving together.

Religion
5
Brazos Valley Council on Alcohol and Substance Abuse

To provide guidance and support for persons affected by alcohol and substance abuse.

Health
6
Brazos Valley Museum of Natural History

To stimulate understanding of natural and cultural history, and to encourage responsible stewardship of all natural resources.

Arts & Culture
7
United Way of the Brazos Valley

The United Way of the Brazos Valley brings the community together to find solutions that change people's lives. UWBV will be the community leader and trusted partner that proactively seeks solutions to community-wide issues.

Philanthropy
8
Brazoria County Dream Center Inc

The Brazoria County Dream Center BCDC provides avenues of healing to the souls of hurting humanity in Brazoria County, TX. We address both the physical and emotional needs of the community. We accomplish this by focusing on rebuilding…

Human Services
9
United Way of Brazoria County

To educate, unite and focus our community's resources in order to efficiently address the most critical needs of Brazoria County

Philanthropy
10
Womens Center of Brazoria County Inc

Comprehensive service to domestic violence and sexual assault victims

Human Services
11
Childrens Museum of the Brazos Valley

The mission of the Children's Museum of the Brazos Valley is to provide a child-centered, hands-on, interactive environment for learning and discovery.

Arts & Culture
12
First Presbyterian Church of Bryan Foundation Inc

The first presyterian church of bryan foundation, inc. provides support to the first presbyterian church of bryan for their benevolent and charitable undertakings.

—
How this is measured
The grantee most central to the portfolio’s shape is Bryan-College Station Habitat for Humani; the most unlike its peers is Bryan Isd Education Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 16 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
8/8
Grantees still filing
5/8
Grew since first funded

Where the money sits, by cause and then by grantee

FIRST UNITED METHODIST CHURCH OF BRYAN: $136,000 · OtherFIRST UNITED METHODIST CHURCH OF BRYANFIRST UNITED METHODIST CHURCH FOUNDATION: $97,200 · OtherFIRST UNITED METHODIST CHURCH FOUNDATIONMETHODIST RETIREMENT COMMUNITIES: $70,500 · OtherMETHODIST RETIREMENT COMMUNITIESTHE SALVATION ARMY: $68,000 · OtherTHE SALVATION ARMYTwin City Mission: $64,000 · OtherTwin City MissionFIRST UNITED METHODIST CHURCH: $60,500 · OtherFIRST UNITED METHODIST CHURCHIndividual grant recipient: $36,000 · OtherIndividual grant recipientTHE SALVATION ARMY BRYANCOLLEGE STATION TEXAS: $26,000 · Other+2 more: $25,000 · OtherBRAZOS VALLEY REHABILITATION CENTER: $89,000 · HealthBRAZOS VALLEY R…Health for All Inc: $30,000 · HealthHealth for All …Brazos Maternal and Child Health Clinic: $5,151 · HealthBoys Club of Brazos County Inc: $94,000 · Youth DevelopmentBoys Club o…Bryan ISD Education Foundation: $64,000 · EducationBRYAN-COLLEGE STATION HABITAT FOR HUMANI: $59,000 · Housing & Shelter
Other$583,200Health$124,151Youth Development$94,000Education$64,000Housing & Shelter$59,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0Mgrantee revenue →↑ funder's share of their budgetFIRST UNITED METHODIST CHURCH FOUNDATION: $97,200 over 2y, 65% of budgetBoys Club of Brazos County Inc: $94,000 over 5y, 1.7% of budgetBRAZOS VALLEY REHABILITATION CENTER: $89,000 over 5y, 0.8% of budgetTwin City Mission: $64,000 over 5y, 0.4% of budgetBryan ISD Education Foundation: $64,000 over 5y, 4.1% of budgetBRYAN-COLLEGE STATION HABITAT FOR HUMANI: $59,000 over 4y, 0.7% of budgetHealth for All Inc: $30,000 over 1y, 4.7% of budgetBrazos Maternal and Child Health Clinic: $5,151 over 1y, 1.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds FIRST UNITED METHODIST CHURCH FOUNDATION ↗
  • Who funds Boys Club of Brazos County Inc ↗
  • Who funds BRAZOS VALLEY REHABILITATION CENTER ↗
  • Who funds Twin City Mission ↗
  • Who funds Bryan ISD Education Foundation ↗
  • Who funds BRYAN-COLLEGE STATION HABITAT FOR HUMANI ↗
  • Who funds Health for All Inc ↗
  • Who funds Brazos Maternal and Child Health Clinic ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Orr Waldon H and Adele Charitable TrustMO24.3× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orr Waldon H and Adele Charitable Trust · Lucille and John B Dougherty Trust · Winkler Nina Astin Trust · Nina Heard Astin Charitable Trust · Edge Eugene III Charitable Trust · M Bookman Peters Charitable Foundation · Gilbert & Thyra Plass Charitable Trust · Orr James Donald Charitable Trust · Clifton C & Henrietta C Doak Charitable · Marshall and Ellen Peters Family Foundation · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Orr Carl and Lena Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Orr Carl and Lena Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%5%19%42%75%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 16 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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