Obrien Oldham Family Trust
Obrien Oldham Family Trust is a private foundation, 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
About Obrien Oldham Family Trust
Based on IRS filings
Obrien Oldham Family Trust is a private foundation, 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.
Ready to take the next step with Obrien Oldham Family Trust?
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
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 |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $22,355 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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