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Waldon H And Adele Orr Charitable Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$531k (2024)

Expenses
$439k (2024)

Total Assets
$5.16M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$531,124
Expenses
$438,952
Net Income
$92,172
Net Assets
$5,161,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $176,838
33.3%
Sales of Assets $333,482
62.8%
Other Income $20,804
3.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $342,575
78.0%
Compensation of Officers* $81,085
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,161,642
Total Liabilities $0
Net Assets $5,161,642
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $81,085 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,144,463
Expenses
$419,786
Net Income
$724,677
Net Assets
$5,056,834
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $177,142
15.5%
Sales of Assets $925,683
80.9%
Other Income $41,638
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $341,156
81.3%
Compensation of Officers* $74,028
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,056,834
Total Liabilities $0
Net Assets $5,056,834
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $74,028 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$370,304
Expenses
$445,706
Net Income
-$75,402
Net Assets
$4,349,623
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $157,400
42.5%
Sales of Assets $150,344
40.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $367,793
82.5%
Compensation of Officers* $74,860
16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,352,175
Total Liabilities $2,552
Net Assets $4,349,623
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $74,860 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$384,335
Expenses
$419,046
Net Income
-$34,711
Net Assets
$4,425,025
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $137,980
35.9%
Sales of Assets $190,208
49.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $340,710
81.3%
Compensation of Officers* $85,986
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,427,775
Total Liabilities $2,750
Net Assets $4,425,025
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $85,986 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$285,272
Expenses
$366,438
Net Income
-$81,166
Net Assets
$4,459,735
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $127,929
44.8%
Sales of Assets $97,470
34.2%
Other Income $227
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $309,088
84.3%
Compensation of Officers* $68,349
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,459,736
Total Liabilities $1
Net Assets $4,459,735
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $68,349 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$405,821
Expenses
$361,491
Net Income
$44,330
Net Assets
$4,540,902
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $165,344
40.7%
Sales of Assets $149,919
36.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,503
82.3%
Compensation of Officers* $69,959
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,542,129
Total Liabilities $1,227
Net Assets $4,540,902
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $69,959 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$336,016
Expenses
$312,105
Net Income
$23,911
Net Assets
$4,496,572
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $166,095
49.4%
Sales of Assets $141,554
42.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $252,887
81.0%
Compensation of Officers* $71,142
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,498,923
Total Liabilities $2,351
Net Assets $4,496,572
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $71,142 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$224,957
Expenses
$332,645
Net Income
-$107,688
Net Assets
$4,494,076
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $152,515
67.8%
Sales of Assets $72,390
32.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $280,845
84.4%
Compensation of Officers* $66,471
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,494,076
Total Liabilities $0
Net Assets $4,494,076
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $66,471 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$163,807
Expenses
$333,816
Net Income
-$170,009
Net Assets
$4,299,839
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $121,667
74.3%
Sales of Assets $41,836
25.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $285,470
85.5%
Compensation of Officers* $62,736
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,299,839
Total Liabilities $0
Net Assets $4,299,839
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $62,736 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,141
Expenses
$327,597
Net Income
-$100,456
Net Assets
$4,477,892
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $122,090
53.8%
Sales of Assets $104,789
46.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $280,261
85.6%
Compensation of Officers* $60,452
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,477,892
Total Liabilities $0
Net Assets $4,477,892
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $60,452 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$793,003
Expenses
$297,254
Net Income
$495,749
Net Assets
$4,249,093
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $122,882
15.5%
Sales of Assets $669,804
84.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $247,953
83.4%
Compensation of Officers* $55,238
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,253,824
Total Liabilities $4,731
Net Assets $4,249,093
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $55,238 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,626
Expenses
$267,817
Net Income
-$101,191
Net Assets
$3,753,344
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $101,741
61.1%
Sales of Assets $64,245
38.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $218,656
81.6%
Compensation of Officers* $57,771
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,753,344
Total Liabilities $0
Net Assets $3,753,344
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Trust Department (Trustee) $57,771 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$157,547
Expenses
$257,947
Net Income
-$100,400
Net Assets
$3,854,564
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $124,867
79.3%
Sales of Assets $32,299
20.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,446
82.7%
Compensation of Officers* $53,007
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,854,565
Total Liabilities $1
Net Assets $3,854,564

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$356,392
Expenses
$234,211
Net Income
$122,181
Net Assets
$3,954,965
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $115,543
32.4%
Sales of Assets $240,849
67.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $187,404
80.0%
Compensation of Officers* $49,260
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,957,963
Total Liabilities $2,998
Net Assets $3,954,965

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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