Oakland Family Foundation

GREAT FALLS, MT EIN: 84-4352868

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Black EagleBozemanColumbusGreat FallsHelena

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
Metric202420232022
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

$0$134K$267K$401K$535K0 grants20201 grants20215 grants202210 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MONTANA HISTORICAL SOCIETY$85KGREAT FALLS PUBLIC SCHOO…$50KEAGLE MOUNT$50KBIG BROTHERS BIG SISTERS…$50KTHE HISTORY MUSEUM$50KUNITED WAY OF CASCADE CO…$40KMONTANA SCHOOL FOR DEAF …$35KSPECIAL K RANCH$35KWARRIOR & QUIET WATERS$30KGREAT FALLS SCOTTISH RITE$25K

Grant Size Distribution

31 grants across all recorded years

18<$50K7$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
ASHLEY WHITNEYDIRECTOR/PRESIDENT5
COOPER THOMASDIRECTOR/VICE-PRESIDENT1
KRISTINE HOUTONENDIRECTOR/SECRETARY-TREASURER1
ROBERT BRONSONDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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