Ida Mae Oldham Trust Co Alan Henry
Ida Mae Oldham Trust Co Alan Henry is a private foundation, based in Lubbock, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $105.7M in total assets. In 2025, it made $2.6M in qualifying distributions. Net investment income was $33.5M.
Ida Mae Oldham Trust Co Alan Henry at a glance
- Total assets
- $105,651,223
- +43.2% vs 2024
- Revenue (2025)
- $37,033,419
- +117.6% vs 2024
- Qualifying distributions (2025)
- $2,615,302
- +5.3% vs 2024
- Expenses (2025)
- $4,931,306
- +34.2% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|
| 2025 | $105,651,223 | $37,033,419 | $4,931,306 | $2,615,302 | $33,527,254 |
| 2024 | $73,775,004 | $17,015,809 | $3,673,374 | $2,482,970 | $15,505,505 |
| 2023 | $60,738,024 | $23,414,293 | $3,853,416 | $2,218,442 | $21,620,181 |
| 2022 | $41,360,071 | $12,595,024 | $2,831,512 | $1,720,602 | $11,227,861 |
| 2021 | $31,605,026 | $8,759,438 | $2,305,396 | — | $7,535,209 |
Leadership & Key People
Officers and directors from IRS filings
Ida Mae Oldham Trust Co Alan Henry's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alan Henry
Co-Trustee
On filings since 2021
25 hrs/week
$205K (2021) → $240K (2025)
Joreen Christian
Co-Trustee
On filings since 2021
25 hrs/week
$205K (2021) → $240K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $240K, to Alan Henry (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Ida Mae Oldham Trust Co Alan Henry
How large is Ida Mae Oldham Trust Co Alan Henry?
Ida Mae Oldham Trust Co Alan Henry reported $105.7M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $37.0M.
What is Ida Mae Oldham Trust Co Alan Henry's EIN?
Ida Mae Oldham Trust Co Alan Henry's EIN (Employer Identification Number) is 75-0993500. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 10, 2026)
- IRS filings on file for fiscal years 2021–2025
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