Oakland Family Foundation is a private foundation focused on Public, Societal Benefit, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.5M in total assets. In 2024, it awarded 15 grants totaling $535K. Net investment income was $367K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.5M
-1.8% YoY
Annual Giving
$535K
+1.4% YoY
Grant Count
15
+50.0% YoY
Avg Grant Size
$36K
-32.4% YoY
Under IRS private-foundation payout rules, Oakland Family Foundation reported a distributable amount of $586K for 2024 — the minimum it must pay out in qualifying distributions.
About Oakland Family Foundation
Based on IRS filings
Oakland Family Foundation is a private foundation focused on Public, Societal Benefit, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.5M in total assets. In 2024, it awarded 15 grants totaling $535K. Net investment income was $367K.
Focus Areas
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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 | $9,504,700 | $9,676,635 | $10,123,891 |
| Revenue | $441,473 | $152,514 | $391,518 |
| Expenses | $613,408 | $599,770 | $435,576 |
| Qualifying Distributions | $535,508 | $528,431 | $361,073 |
| Net Investment Income | $366,643 | $148,290 | $324,438 |
| Distributable Amount | $585,613 | $532,344 | $529,728 |
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 2024
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Montana Historical Society ($85,000), Great Falls Public Schools Foundation ($50,000), Eagle Mount ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SPECIAL OLYMPICS OF MONTANA GREAT FALLS, MT | PROGRAMS | $20,000 |
| GREAT FALLS PUBLIC SCHOOLS FOUNDATION GREAT FALLS, MT | PROGRAMS | $50,000 |
| GREAT FALLS SCOTTISH RITE GREAT FALLS, MT | PROGRAMS | $25,000 |
| EAGLE MOUNT GREAT FALLS, MT | PROGRAMS | $50,000 |
| UNITED WAY OF CASCADE COUNTY BLACK EAGLE, MT | PROGRAMS | $40,000 |
| GREAT FALLS SYMPHONY GREAT FALLS, MT | PROGRAMS | $5,000 |
| GREAT FALLS RESCUE MISSION GREAT FALLS, MT | PROGRAMS | $25,000 |
| NEIGHBORWORKS GREAT FALLS GREAT FALLS, MT | PROGRAMS | $20,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA HELENA, MT | PROGRAMS | $50,000 |
| SPECIAL K RANCH COLUMBUS, MT | PROGRAMS | $34,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ASHLEY WHITNEY | DIRECTOR/PRESIDENT | 5 | — |
| COOPER THOMAS | DIRECTOR/VICE-PRESIDENT | 1 | — |
| KRISTINE HOUTONEN | DIRECTOR/SECRETARY-TREASURER | 1 | — |
| ROBERT BRONSON | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Oakland Family Foundation?
Oakland Family Foundation is a private foundation focused on Public, Societal Benefit, based in GREAT FALLS, MT. It holds $9.5M in total assets as of 2024.
How large is Oakland Family Foundation?
As of 2024, Oakland Family Foundation holds $9.5M in total assets with $441K in annual revenue. It awarded 15 grants totaling $535K in 2024.
Where does Oakland Family Foundation operate?
Oakland Family Foundation has awarded grants in Montana.
What size grants does Oakland Family Foundation award?
In 2024, Oakland Family Foundation awarded 15 grants totaling $535K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is Oakland Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oakland Family Foundation reported a distributable amount of $586K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oakland Family Foundation's EIN?
Oakland Family Foundation's EIN (Employer Identification Number) is 84-4352868. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Oakland Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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