Fred L Hartley Family Foundation
The Fred L Hartley Family Foundation is a private grantmaking foundation based in Bigfork, Montana. Established in 2016, it operates as a 501(c)(3) organization dedicated to philanthropic giving across multiple states and focus areas.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.1M
+0.1% YoY
Annual Giving
$393K
-3.5% YoY
Grant Count
20
-4.8% YoY
Avg Grant Size
$20K
+1.3% YoY
Under IRS private-foundation payout rules, Fred L Hartley Family Foundation reported a distributable amount of $451K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not maintain a published mission statement. However, its grantmaking priorities include:
- Education
- Philanthropy and voluntarism
- Human services
- Community health
- Arts and culture
- Research (particularly archaeology)
- Food security and hunger relief
- Agricultural support
- Scholarships and higher education
Grantmaking
Recent grant activity includes awards in 2023 and 2024 across various program areas.
Grant Range
$980 to $350,000
Average Grant
amount varies by program (ranging from $4,000 to $119,540)
Ready to take the next step with Fred L Hartley Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation funds projects across multiple U.S. states and cities, including:
States: California, Florida, Georgia, Iowa, Montana, New York, Texas, Washington
Cities: Bigfork, Boerne, Decorah, Great Falls, Jacksonville, Kalispell, Los Angeles, Mercer Island, New York, Pflugerville, Polson, Ronan, San Antonio, St. Simons Island
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2024):
- Total assets: $7,122,554
- Total giving: $407,946
- Total revenue: $656,790
- Total expenses: $466,125
- Total liabilities: $0
Historical Assets (2022): $7.8 million
The foundation maintains a healthy financial position with consistent asset levels and regular grantmaking activity.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $7,122,554 | $7,118,165 | $6,927,500 |
| Revenue | $473,733 | $656,790 | $20,460 |
| Expenses | $469,344 | $466,125 | $583,839 |
| Qualifying Distributions | $393,442 | $407,946 | $515,516 |
| Net Investment Income | $422,162 | $601,662 | $134,460 |
| Distributable Amount | $451,309 | $423,327 | $398,842 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
98 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Cedars Sinai Medical Center ($100,000), Montana Historical Society ($50,000), Uso San Antonio ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALANO CLUB OF KALISPELL INC KALISPELL, MT | INSTALLATION OF NEW HVAC EQUIPMENT | $5,000 |
| BIGFORK FOOD BANK BIGFORK, MT | FOOD SUPPLIES | $10,000 |
| BIGFORK LADIES SERVICE CLUB BIGFORK, MT | SCHOLARSHIP PROGRAM | $10,000 |
| BIGFORK YOUTH BASEBALL INC BIGFORK, MT | CONTRUCTION OF THE BIGFORK BASEBALL FACILITY | $25,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATION LOS ANGELES, CA | RESTORATION OF THE UNION OIL DC3 EXHIBIT | $25,000 |
| CEDARS SINAI MEDICAL CENTER LOS ANGELES, CA | PROJECT JONATHAN FUND FOR PRECISION MEDICINE IN IBD | $100,000 |
| CENTRAL CATHOLIC HIGH SCHOOL BOOSTER CLUB SAN ANTONIO, TX | AED SAFETY EQUIPMENT | $7,500 |
| COMMUNITY FOUNDATION OF THE HILL COUNTRY KERRVILLE, TX | RELIEF, SUPPLIES, AND SUPPORT FOR THE VICTIMS OF THE JULY 4TH FLOODING | $10,000 |
| COMFORT VOLUNTEER FIRE DEPARTMENT COMFORT, TX | EQUIPMENT REPLACEMENT | $10,000 |
| INGRAM FIRE DEPARTMENT INGRAM, TX | EQUIPMENT REPLACEMENT | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Fred L Hartley Jr. – Chairman
- Terese C Olson-Hartley – Secretary
- Tom Towle – Director
- Jonathan M Olson-Hartley – Director
- Nicholas A Olson-Hartley – Director
All board members serve without compensation.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRED L HARTLEY JR | CHAIRMAN | — | — |
| TERESE C OLSON-HARTLEY | SECRETARY | — | — |
| JONATHAN M OLSON-HARTLEY | DIRECTOR | — | — |
| NICHOLAS A OLSON-HARTLEY | DIRECTOR | — | — |
Contact Information
Address: 439 Grand Drive PMB 193, Bigfork, MT 59911
Phone: (909) 800-8990
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Fred L Hartley Family Foundation fund?
The foundation does not maintain a published mission statement. However, its grantmaking priorities include: • Education • Philanthropy and voluntarism • Human services • Community health • Arts and culture • Research (particularly archaeology) • Food security and hunger relief • Agricultural support • Scholarships and higher education
How do I apply for a grant from Fred L Hartley Family Foundation?
**Grant Characteristics:** • Grant range: $980 to $350,000 • Median grant amount: $10,000 • Average grant amount varies by program (ranging from $4,000 to $119,540) • Total grants awarded: 70 (as of most recent data) • Giving rate: 5.8% of assets **Grant Programs Include:** • Research grants (averaging $119,540 across 4 recipients) • Capital improvements (averaging $36,388 across 4 recipients) • Food supplies (averaging $10,000 across 2 recipients) • Storage containers for farm and living equip…
Where does Fred L Hartley Family Foundation make grants?
The foundation funds projects across multiple U.S. states and cities, including: **States:** California, Florida, Georgia, Iowa, Montana, New York, Texas, Washington **Cities:** Bigfork, Boerne, Decorah, Great Falls, Jacksonville, Kalispell, Los Angeles, Mercer Island, New York, Pflugerville, Polson, Ronan, San Antonio, St. Simons Island
What size grants does Fred L Hartley Family Foundation award?
In 2025, Fred L Hartley Family Foundation awarded 20 grants totaling $393K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Fred L Hartley Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Fred L Hartley Family Foundation reported a distributable amount of $451K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Fred L Hartley Family Foundation's EIN?
Fred L Hartley Family Foundation's EIN (Employer Identification Number) is 81-3215680. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.