Obrien Oldham Family Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 5 grants totaling $68K. Net investment income was $125K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+3.6% YoY
Annual Giving
$68K
+38.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$14K
+38.7% YoY
Under IRS private-foundation payout rules, Obrien Oldham Family Trust reported a distributable amount of $77K for 2024 — the minimum it must pay out in qualifying distributions.
About Obrien Oldham Family Trust
Based on IRS filings
Obrien Oldham Family Trust is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 5 grants totaling $68K. Net investment income was $125K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,367,314 | $1,319,999 | $1,357,572 |
| Revenue | $142,720 | $35,006 | $-32,712 |
| Expenses | $94,011 | $72,042 | $106,733 |
| Qualifying Distributions | $77,287 | $57,427 | $84,948 |
| Net Investment Income | $124,990 | $19,399 | $12,442 |
| Distributable Amount | $77,338 | $70,881 | $72,068 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St John's Seminary ($13,562), Working Boys Home ($13,562), Nazareth Home Inc ($13,562).
| Recipient | Purpose | Amount |
|---|---|---|
| ST JOHN'S SEMINARY BRIGHTON, MA | UNRESTRICTED GENERAL | $13,562 |
| WORKING BOYS HOME NEWTON, MA | UNRESTRICTED GENERAL | $13,562 |
| NAZARETH HOME INC LEICESTER, MA | UNRESTRICTED GENERAL | $13,562 |
| ST VINCENT DE PAUL SOCIETY NORWOOD, MA | UNRESTRICTED GENERAL | $13,562 |
| DUCHESNE GUILD SCHOLARSHIP FUND WASHINGTON, DC | UNRESTRICTED GENERAL | $13,562 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $22,355 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Obrien Oldham Family Trust?
Obrien Oldham Family Trust is a private foundation focused on Education, based in DALLAS, TX. It holds $1.4M in total assets as of 2024.
How large is Obrien Oldham Family Trust?
As of 2024, Obrien Oldham Family Trust holds $1.4M in total assets with $143K in annual revenue. It awarded 5 grants totaling $68K in 2024.
Where does Obrien Oldham Family Trust operate?
Obrien Oldham Family Trust has awarded grants in District of Columbia, Massachusetts.
What size grants does Obrien Oldham Family Trust award?
In 2024, Obrien Oldham Family Trust awarded 5 grants totaling $68K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Obrien Oldham Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Obrien Oldham Family Trust reported a distributable amount of $77K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Obrien Oldham Family Trust's EIN?
Obrien Oldham Family Trust's EIN (Employer Identification Number) is 04-6293128. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Obrien Oldham Family Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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