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
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)
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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