Nonprofit · EIN 75-0993500
IDA MAE OLDHAM TRUST
Also known as SHERICK MEMORIAL HOME
Tax-exempt · LUBBOCK, TX 79424
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $37,033,419 | $4,931,306 | $32,102,113 | $105,651,223 | $0 | $105,651,223 |
| April 30, 2024 | 990-PF | $17,015,809 | $3,673,374 | $13,342,435 | $73,775,004 | $0 | $73,775,004 |
| April 30, 2023 | 990-PF | $23,414,293 | $3,853,416 | $19,560,877 | $60,738,024 | $51 | $60,737,973 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $651,341
- Interest
- $2,235,900
- Net rental income
- -$11,867
- Net gain from sales of assets
- $1,238,395
- Other income
- $32,785,813
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $479,812
- Salaries, compensation and benefits (total)
- $963,723
- Disbursements for charitable purposes
- $2,615,302
- Excise tax on investment income
- $466,029
Balance sheet and other
- Total assets, start of year
- $73,775,004
- Total assets, end of year
- $105,651,223
- Total liabilities, end of year
- $0
- Net assets, end of year
- $105,651,223
- Fair market value of assets
- $119,897,514
- Qualifying distributions
- $2,615,302
- Net investment income
- $35,605,267
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN HENRY 4411 98TH ST STE 306, LUBBOCK, TX 79424 | CO-TRUSTEE | 25 | $239,906 |
| JOREEN CHRISTIAN 4411 98TH ST STE 306, LUBBOCK, TX 79424 | CO-TRUSTEE | 25 | $239,906 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN HENRY 4411 98TH ST STE 306, LUBBOCK, TX 79424 | CO-TRUSTEE | 25 | $196,297 |
| JOREEN CHRISTIAN 4411 98TH ST STE 306, LUBBOCK, TX 79424 | CO-TRUSTEE | 25 | $196,297 |
990-PF for the year ended April 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN HENRY 4411 98TH ST STE 306, LUBBOCK, TX 79424 | CO-TRUSTEE | 25 | $275,952 |
| JOREEN CHRISTIAN 4411 98TH ST STE 306, LUBBOCK, TX 79424 | CO-TRUSTEE | 25 | $275,952 |
Address and contacts
- Address (IRS master file)
- 4411 98TH SUITE 306, LUBBOCK, TX 79424-5062
- In care of
- % GEORGE GILKERSON TRUSTEE
- Signed the 990-PF
- ALAN HENRY, CO-TRUSTEE
- Phone
- (806) 763-7077
- Return prepared by
- RBMS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 75-0993500
- Exempt since
- 1983
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $105,651,223
- Income (IRS master file)
- $38,594,586
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $37,033,419 | $4,931,306 | $105,651,223 | XML |
| 990-PF | April 2024 | $17,015,809 | $3,673,374 | $73,775,004 | XML |
| 990-PF | April 2023 | $23,414,293 | $3,853,416 | $60,738,024 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-0993500).
Questions about IDA MAE OLDHAM TRUST
- What is the EIN of IDA MAE OLDHAM TRUST?
- The employer identification number (EIN) of IDA MAE OLDHAM TRUST is 75-0993500.
- Is IDA MAE OLDHAM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1983.
- Which annual return does IDA MAE OLDHAM TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IDA MAE OLDHAM TRUST due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IDA MAE OLDHAM TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of IDA MAE OLDHAM TRUST?
- The 990-PF for the year ended April 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $239,906 (ALAN HENRY, CO-TRUSTEE).
- How much revenue does IDA MAE OLDHAM TRUST have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $37,033,419, expenses of $4,931,306 and total assets of $105,651,223 at year end.
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