Obrien Oldham Family Trust
Obrien Oldham Family Trust is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 5 grants totaling $72K. Net investment income was $139K.
Obrien Oldham Family Trust at a glance
In short: Obrien Oldham Family Trust gave $72K across 5 grants in 2025 (avg $14K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $71,570
- +5.5% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $14,314
- +5.5% vs 2024
- Median grant
- $14,314
- Total assets
- $1,422,728
- +4.1% vs 2024
- Primary geography
- Massachusetts (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Obrien Oldham Family Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was St John's Seminary ($14K). Together the top 5 received $72K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Obrien Oldham Family Trust gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $49K (2023) to $86K (2019). In 2025 it made 5 grants totaling $72K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St John's Seminary Brighton, MA | Unrestricted General | $14,314 |
| Working Boys Home Newton, MA | Unrestricted General | $14,314 |
| Nazareth Home Inc Leicester, MA | Unrestricted General | $14,314 |
| St Vincent De Paul Society Norwood, MA | Unrestricted General | $14,314 |
| Duchesne Guild Scholarship Fund Washington, DC | Unrestricted General | $14,314 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,422,728 | $156,538 | $101,468 | $71,570 | 5 | $81,573 | $139,244 | $81,963 |
| 2024 | $1,367,314 | $142,720 | $94,011 | $67,810 | 5 | $77,287 | $124,990 | $77,338 |
| 2023 | $1,319,999 | $35,006 | $72,042 | $48,875 | 5 | $57,427 | $19,399 | $70,881 |
| 2022 | $1,357,572 | $-32,712 | $106,733 | $76,045 | 5 | $84,948 | $12,442 | $72,068 |
| 2021 | $1,496,912 | $306,528 | $95,802 | $66,295 | 5 | $76,390 | $287,804 | $81,291 |
| 2020 | $1,284,589 | $115,999 | $91,570 | $69,180 | 5 | — | $101,245 | $69,689 |
| 2019 | $1,260,156 | $82,145 | $109,623 | $85,840 | 5 | — | $71,985 | $70,873 |
Under IRS private-foundation payout rules, Obrien Oldham Family Trust reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Obrien Oldham Family Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$24K (2021) → $24K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $24K, to Bank of America (Trustee).
Frequently asked questions about Obrien Oldham Family Trust
How much does Obrien Oldham Family Trust give each year?
Obrien Oldham Family Trust gave $72K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $68K across 5 grants.
What is Obrien Oldham Family Trust's typical grant size?
Obrien Oldham Family Trust's median grant in 2025 was $14,314, and its average grant was $14,314, across 5 grants on its 2025 IRS Form 990-PF.
Where does Obrien Oldham Family Trust give grants?
Obrien Oldham Family Trust gives mostly in Massachusetts: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (20%).
Does Obrien Oldham Family Trust give general operating support?
Yes: 100% of Obrien Oldham Family Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Obrien Oldham Family Trust's largest grantees?
Obrien Oldham Family Trust's largest 2025 grantees include St John's Seminary ($14,314), Working Boys Home ($14,314) and Nazareth Home Inc ($14,314), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Obrien Oldham Family Trust?
Obrien Oldham Family Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2025.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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