David Oja Charitable Trust

GREAT FALLS, MT EIN: 81-6074943

David Oja Charitable Trust is a private foundation, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $453K in total assets. In 2024, it awarded 8 grants totaling $21K. Net investment income was $43K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$453K

+3.7% YoY

Annual Giving

$21K

-2.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-2.0% YoY

Under IRS private-foundation payout rules, David Oja Charitable Trust reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

About David Oja Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $119K (100%)

States

Montana

Cities

Great FallsHelena

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$452,615	$436,353	$458,354
Revenue	$46,536	$8,416	$36,003
Expenses	$30,274	$30,417	$32,365
Qualifying Distributions	$23,756	$23,984	$25,400
Net Investment Income	$43,364	$11,943	$32,903
Distributable Amount	$26,576	$25,589	$26,431

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

40 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Algeria Temple Travel Fund ($2,573), Big Brothers & Sisters of Gf & Helena ($2,573), Children's Receiving Home ($2,573).

Recipient	Purpose	Amount
ALGERIA TEMPLE TRAVEL FUND HELENA, MT	CHARITABLE	$2,573
BIG BROTHERS & SISTERS OF GF & HELENA HELENA, MT	CHARITABLE	$2,573
CHILDREN'S RECEIVING HOME GREAT FALLS, MT	CHARITABLE	$2,573
EAGLE MOUNT GREAT FALLS, MT	CHARITABLE	$2,573
GREAT FALLS AREA FOOD BANK GREAT FALLS, MT	CHARITABLE	$2,573
INTERMOUNTAIN CHILDREN'S HOME HELENA, MT	CHARITABLE	$2,573
MONTANA HOPE PROJECT HELENA, MT	CHARITABLE	$2,573
SCOTTISH RITE SPEECH & LANGUAGE GREAT FALLS, MT	CHARITABLE	$2,573

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
D A DAVIDSON TRUST CO	AGENT	5	$8,259

Frequently Asked Questions

How large is David Oja Charitable Trust?

As of 2024, David Oja Charitable Trust holds $453K in total assets with $47K in annual revenue. It awarded 8 grants totaling $21K in 2024.

Where does David Oja Charitable Trust operate?

David Oja Charitable Trust has awarded grants in Montana.

What size grants does David Oja Charitable Trust award?

In 2024, David Oja Charitable Trust awarded 8 grants totaling $21K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is David Oja Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, David Oja Charitable Trust reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.