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Anne Mullen Orrell Charitable Trust

Annual Giving
$2.4M
Grant Range
$100K - $0.3M
00

Anne Mullen Orrell Charitable Trust

Quick Stats

  • Annual Giving: $2,350,000 (2023)
  • Total Assets: $70,800,000 (2024)
  • Grant Range: $100,000 - $300,000 (documented range)
  • Geographic Focus: National (evidence of grants in Texas and Virginia)
  • Number of Grants: 16 awards (2023)
  • Trustee: Bank of America, N.A.

Contact Details

Trustee: Bank of America, N.A.
Foundation Location: Dallas, TX
EIN: 32-6118085

For inquiries about Texas foundations managed by Bank of America:
Email: tx.philanthropic@bofa.com
Website: www.bankofamerica.com/grantmaking

Overview

The Anne Mullen Orrell Charitable Trust (also known as TUA Anne M Orrell Charitable) is a private independent foundation established in 2010 and based in Dallas, Texas. With total assets of approximately $70.8 million as of 2024, the trust distributed $2,350,000 in grants during 2023 across 16 awards. The foundation is managed by Bank of America, N.A. as trustee, which provides professional administration for the trust's grantmaking activities. The trust has demonstrated a strong commitment to healthcare workforce development and services for medically underserved communities, with significant documented investments in Virginia healthcare initiatives. The foundation's substantial asset base and consistent grantmaking activity position it as a significant private foundation, particularly in healthcare-related philanthropy.

Funding Priorities

Grant Programs

The trust does not appear to have formal, named grant programs but makes substantial grants through trustee discretion. Documented grants fall within the following range:

  • Major Grants: $100,000 - $300,000 (documented range based on recent awards)
  • Application Method: No public application process; grants appear to be made through trustee discretion

Priority Areas

Based on documented grantmaking activity:

Healthcare Workforce Development

  • Supporting regional healthcare workforce development coordinator positions
  • Establishing behavioral health technician training programs
  • Partnerships with community colleges for healthcare education
  • Focus on medically underserved communities

Healthcare Access & Infrastructure

  • Leadership-level support ($100,000+) for healthcare foundations
  • Focus on addressing healthcare workforce shortages in rural and underserved areas

Housing & Human Services

  • Support for organizations addressing homelessness
  • Human services organizations supporting vulnerable populations

What They Don't Fund

Specific exclusions are not publicly documented. As a private foundation managed by a corporate trustee, typical exclusions likely include:

  • Individuals
  • Political organizations or campaigns
  • Organizations without 501(c)(3) status

Governance and Leadership

Trustee: Bank of America, N.A.

The foundation is administered as a private trust with Bank of America serving as the institutional trustee. Bank of America received $467,493 in compensation for trustee services in 2024, reflecting professional management of the trust's substantial assets and grantmaking operations.

As a bank-managed trust, the foundation benefits from institutional expertise in philanthropy, investment management, and compliance, though this structure means there is no traditional board of trustees or individual foundation leadership to reference.

Application Process & Timeline

How to Apply

This foundation does not have a public application process.

The Anne Mullen Orrell Charitable Trust operates through trustee discretion, with Bank of America, N.A. making grant decisions on behalf of the trust. Grants appear to be made proactively by the trustee to organizations aligned with the trust's charitable purposes, rather than in response to unsolicited applications.

Organizations interested in this foundation should note that grants are made through the trustee's identification of charitable opportunities rather than through a competitive application process.

For general inquiries about Texas foundations managed by Bank of America's philanthropic division, organizations may contact tx.philanthropic@bofa.com, though this does not constitute an application process.

Decision Timeline

Not applicable due to the absence of a public application process. Grant decisions are made at the discretion of the trustee throughout the year.

Success Rates

With 16 grants awarded in 2023 from total giving of $2,350,000, the average grant size was approximately $147,000. The foundation made 6 awards in 2022 and 1 award in 2021, showing an expansion of grantmaking activity in recent years.

Application Success Factors

Since this foundation does not accept unsolicited applications, traditional application success factors do not apply. However, analysis of documented grants reveals the following characteristics of funded organizations:

Geographic Focus on Underserved Areas The trust has made significant investments in Virginia's Northern Neck and Middle Peninsula regions, areas characterized as medically underserved. This suggests a preference for addressing gaps in service provision in underserved communities.

Collaborative Approaches The $300,000 grant to Claude Moore Opportunities supported partnerships between workforce development boards, community colleges, and healthcare organizations. The trust appears to value multi-stakeholder collaborations that leverage resources across sectors.

Workforce Development Focus Rather than funding direct services, documented grants support workforce development infrastructure, including coordinator positions and training programs. This suggests interest in systemic solutions that build long-term capacity.

Evidence-Based Programs The behavioral health technician training program funded by the trust addresses documented workforce shortages in mental health services. Organizations that can demonstrate addressing documented gaps may align with the trust's priorities.

Leadership-Level Commitments The trust's support for the Virginia Health Care Foundation at the Leadership Partner level ($100,000-$299,999) indicates willingness to make substantial, multi-year commitments to established organizations with strong track records.

Key Takeaways for Grant Writers

  • No public application process exists - this foundation makes grants through trustee discretion rather than competitive applications
  • Healthcare workforce development is a demonstrated priority - particularly programs addressing shortages in underserved areas
  • Grant sizes are substantial - documented grants range from $100,000 to $300,000, suggesting the foundation makes fewer but larger investments
  • Geographic focus includes Virginia and likely Texas - significant documented activity in Virginia; foundation is based in Dallas, TX
  • Bank of America serves as institutional trustee - all grant decisions are made through professional trust management rather than individual donors or family trustees
  • Grantmaking has expanded recently - from 1 grant in 2021 to 16 grants in 2023, indicating growing activity and potentially evolving priorities
  • Focus on systemic solutions over direct services - documented grants support infrastructure, training programs, and capacity-building rather than direct service provision

References

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