Obrien Oldham Family Trust 400 5224005

52250048

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$142,720
Expenses
$94,011
Net Income
$48,709
Net Assets
$1,367,314
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $38,828
27.2%
Sales of Assets $103,892
72.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,287
82.2%
Compensation of Officers* $22,355
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,367,314
Total Liabilities $0
Net Assets $1,367,314
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $22,355 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,006
Expenses
$72,042
Net Income
-$37,036
Net Assets
$1,319,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,549
98.7%
Sales of Assets -$3,194
Other Income $3,651
10.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,427
79.7%
Compensation of Officers* $20,043
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,319,999
Total Liabilities $0
Net Assets $1,319,999
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $20,043 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$32,712
Expenses
$106,733
Net Income
-$139,445
Net Assets
$1,357,572
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,550
Sales of Assets -$60,262
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,948
79.6%
Compensation of Officers* $20,920
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,357,572
Total Liabilities $0
Net Assets $1,357,572
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $20,920 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$306,528
Expenses
$95,802
Net Income
$210,726
Net Assets
$1,496,912
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,780
9.7%
Sales of Assets $276,748
90.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,390
79.7%
Compensation of Officers* $23,899
24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,496,912
Total Liabilities $0
Net Assets $1,496,912
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $23,899 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,999
Expenses
$91,570
Net Income
$24,429
Net Assets
$1,284,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,871
21.4%
Sales of Assets $90,648
78.1%
Other Income $480
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,672
84.8%
Compensation of Officers* $19,893
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,284,589
Total Liabilities $1
Net Assets $1,284,588
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $19,893 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,145
Expenses
$109,623
Net Income
-$27,478
Net Assets
$1,260,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,505
40.8%
Sales of Assets $48,640
59.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,375
86.1%
Compensation of Officers* $20,000
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,260,156
Total Liabilities $1
Net Assets $1,260,155
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $20,000 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$118,596
Expenses
$80,243
Net Income
$38,353
Net Assets
$1,296,374
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,049
23.7%
Sales of Assets $90,547
76.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,549
76.7%
Compensation of Officers* $20,423
25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,296,374
Total Liabilities $0
Net Assets $1,296,374
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $20,423 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$134,250
Expenses
$59,182
Net Income
$75,068
Net Assets
$1,255,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,285
20.3%
Sales of Assets $106,641
79.4%
Other Income $324
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,525
76.9%
Compensation of Officers* $19,455
32.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,255,842
Total Liabilities $0
Net Assets $1,255,842
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $19,455 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,098
Expenses
$76,256
Net Income
-$61,158
Net Assets
$1,202,456
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,859
> 100%
Sales of Assets -$11,761
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,003
81.3%
Compensation of Officers* $18,021
23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,202,456
Total Liabilities $0
Net Assets $1,202,456
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $18,021 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,023
Expenses
$82,172
Net Income
-$26,149
Net Assets
$1,276,494
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,787
55.0%
Sales of Assets $25,236
45.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,165
84.2%
Compensation of Officers* $19,199
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,276,494
Total Liabilities $0
Net Assets $1,276,494
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $19,199 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,935
Expenses
$84,723
Net Income
-$36,788
Net Assets
$1,303,934
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,780
58.0%
Sales of Assets $18,699
39.0%
Other Income $1,456
3.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,373
84.2%
Compensation of Officers* $20,482
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,303,934
Total Liabilities $0
Net Assets $1,303,934
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $20,482 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,713
Expenses
$85,232
Net Income
-$23,519
Net Assets
$1,314,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,386
49.2%
Sales of Assets $31,614
51.2%
Other Income -$287
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,758
80.7%
Compensation of Officers* $19,745
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,314,609
Total Liabilities $0
Net Assets $1,314,609

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,318
Expenses
$73,543
Net Income
$55,775
Net Assets
$1,339,700
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,802
23.0%
Sales of Assets $99,498
76.9%
Other Income $18
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $61,440
83.5%
Compensation of Officers* $15,876
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,339,700
Total Liabilities $0
Net Assets $1,339,700

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,735
Expenses
$76,849
Net Income
$52,886
Net Assets
$1,282,675
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,821
38.4%
Sales of Assets $79,859
61.6%
Other Income $55
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $67,448
87.8%
Compensation of Officers* $14,397
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,282,675
Total Liabilities $0
Net Assets $1,282,675

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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