Oakland Family Foundation
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.
Key facts about Oakland Family Foundation
- EIN
- 84-4352868
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $534,500
- Grants made (2024)
- 15
- Average grant
- $35,633
- Median grant
- $34,500
- Total assets
- $9,504,700
- Primary geography
- Montana (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Oakland Family Foundation funds
By grant dollars, the top recipient states for Oakland Family Foundation's 15 itemized 2024 grants were Montana (100%). The most frequent recipient cities were Great Falls, MT (10 grants) and Helena, MT (2 grants). None of its 15 grants with a stated purpose were described as general or operating support. Recurring purposes include "Programs" (15 grants).
How Oakland Family Foundation gives
- 53% of 2024 grantees were also funded in 2023. Method
- Giving grew 167% from 2021 to 2024. Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Oakland Family Foundation
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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
Share of all 15 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Montana Historical Society ($85,000), Great Falls Public Schools Foundation ($50,000), Eagle Mount ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTANA HISTORICAL SOCIETY Helena, MT | PROGRAMS | $85,000 |
| GREAT FALLS PUBLIC SCHOOLS FOUNDATION Great Falls, MT | PROGRAMS | $50,000 |
| EAGLE MOUNT Great Falls, MT | PROGRAMS | $50,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA Helena, MT | PROGRAMS | $50,000 |
| THE HISTORY MUSEUM Great Falls, MT | PROGRAMS | $50,000 |
| UNITED WAY OF CASCADE COUNTY Black Eagle, MT | PROGRAMS | $40,000 |
| MONTANA SCHOOL FOR DEAF & BLIND Great Falls, MT | PROGRAMS | $35,000 |
| SPECIAL K RANCH Columbus, MT | PROGRAMS | $34,500 |
| WARRIOR & QUIET WATERS Bozeman, MT | PROGRAMS | $30,000 |
| GREAT FALLS SCOTTISH RITE Great Falls, MT | PROGRAMS | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.