David Oja Charitable Trust
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
8
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
What is David Oja Charitable Trust's EIN?
David Oja Charitable Trust's EIN (Employer Identification Number) is 81-6074943. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in David Oja Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.