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 2024. As of 2024, the organization holds $73.8M in total assets. In 2024, it made $2.5M in qualifying distributions. Net investment income was $15.5M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$73.8M
+21.5% YoY
Revenue
$17.0M
-27.3% YoY
Qualifying Distributions
$2.5M
+11.9% YoY
Expenses
$3.7M
-4.7% YoY
About Ida Mae Oldham Trust Co Alan Henry
Based on IRS filings
Ida Mae Oldham Trust Co Alan Henry is a private foundation, based in LUBBOCK, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $73.8M in total assets. In 2024, it made $2.5M in qualifying distributions. Net investment income was $15.5M.
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $73,775,004 | $60,738,024 | $41,360,071 |
| Revenue | $17,015,809 | $23,414,293 | $12,595,024 |
| Expenses | $3,673,374 | $3,853,416 | $2,831,512 |
| Qualifying Distributions | $2,482,970 | $2,218,442 | $1,720,602 |
| Net Investment Income | $15,505,505 | $21,620,181 | $11,227,861 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN HENRY | CO-TRUSTEE | 25 | $196,297 |
| JOREEN CHRISTIAN | CO-TRUSTEE | 25 | $196,297 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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