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
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.
Ready to take the next step with David Oja Charitable Trust?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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