David OJA Charitable Trust
David OJA Charitable Trust is a private foundation, based in Great Falls, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $471K in total assets. In 2025, it awarded 8 grants totaling $26K. Net investment income was $52K.
David OJA Charitable Trust at a glance
In short: David OJA Charitable Trust gave $26K across 8 grants in 2025 (avg $3K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,976
- +26.2% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $3,247
- +26.2% vs 2024
- Median grant
- $3,247
- Total assets
- $471,121
- +4.1% vs 2024
- Primary geography
- Montana (100% 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 David OJA Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Algeria Temple Travel Fund ($3K). Together the top 8 received $26K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How David OJA Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). 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 $21K (2024) to $29K (2021). In 2025 it made 8 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Algeria Temple Travel Fund Helena, MT | Charitable | $3,247 |
| Big Brothers & Sisters of GF & Helena Helena, MT | Charitable | $3,247 |
| Children's Receiving Home Great Falls, MT | Charitable | $3,247 |
| Eagle Mount Great Falls, MT | Charitable | $3,247 |
| Great Falls Area Food Bank Great Falls, MT | Charitable | $3,247 |
| Intermountain Children's Home Helena, MT | Charitable | $3,247 |
| Montana Hope Project Helena, MT | Charitable | $3,247 |
| Scottish Rite Speech & Language Great Falls, MT | Charitable | $3,247 |
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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 | $471,121 | $55,167 | $36,661 | $25,976 | 8 | $29,303 | $51,749 | $27,859 |
| 2024 | $452,615 | $46,536 | $30,274 | $20,584 | 8 | $23,756 | $43,364 | $26,576 |
| 2023 | $436,353 | $8,416 | $30,417 | $21,000 | 8 | $23,984 | $11,943 | $25,589 |
| 2022 | $458,354 | $36,003 | $32,365 | $22,300 | 8 | $25,400 | $32,903 | $26,431 |
| 2021 | $454,699 | $57,746 | $39,514 | $29,238 | 8 | $32,507 | $54,459 | $28,706 |
| 2020 | $435,855 | $34,700 | $35,066 | $25,900 | 8 | — | $31,683 | $25,790 |
| 2019 | $436,221 | $26,495 | $33,536 | $24,000 | 8 | — | $23,478 | $26,308 |
Under IRS private-foundation payout rules, David OJA Charitable Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
David OJA Charitable Trust's only listed officer is D A Davidson Trust CO, Agent on every filing since 2019 (compensated).
Officers on the 2025 filing
D A Davidson Trust CO
Agent
On filings since 2019
5 hrs/week
$8K (2019) → $9K (2025)
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 $9K, to D a Davidson Trust CO (Agent).
Frequently asked questions about David OJA Charitable Trust
How much does David OJA Charitable Trust give each year?
David OJA Charitable Trust gave $26K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 8 grants.
What is David OJA Charitable Trust's typical grant size?
David OJA Charitable Trust's median grant in 2025 was $3,247, and its average grant was $3,247, across 8 grants on its 2025 IRS Form 990-PF.
Where does David OJA Charitable Trust give grants?
David OJA Charitable Trust gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Helena, MT (4 grants) and Great Falls, MT (4 grants).
Does David OJA Charitable Trust give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on David OJA Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (8 grants).
Who are David OJA Charitable Trust's largest grantees?
David OJA Charitable Trust's largest 2025 grantees include Algeria Temple Travel Fund ($3,247), Big Brothers & Sisters of GF & Helena ($3,247) and Children's Receiving Home ($3,247), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is David OJA Charitable Trust?
David OJA Charitable Trust reported $471K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 22, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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