Oakland Family Foundation
Oakland Family Foundation is a private foundation based in Great Falls, Montana. Its 2025 filing reports 16 grants totaling $586,500, all to recipients in Montana.
Oakland Family Foundation at a glance
In short: Oakland Family Foundation gave $587K across 16 grants in 2025 (avg $37K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $586,500
- +9.7% vs 2024
- Grants made (2025)
- 16
- +6.7% vs 2024
- Average grant
- $36,656
- +2.9% vs 2024
- Median grant
- $20,000
- Total assets
- $9,641,433
- +1.4% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Oakland Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 3900 10Th Ave S, Great Falls, MT 59405
Phone: (406) 761-4900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Oakland Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Montana Historical Society ($165K). Together the top 10 received $537K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 29 grants of 47 (62%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Montana. The listed grants include organizations in Great Falls, Helena, Black Eagle, and Bozeman.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
How Oakland Family Foundation gives
- 50% of 2025 grantees were also funded in 2024. Method
- Giving grew 63% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $200K (2021) to $587K (2025). In 2025 it made 16 grants totaling $587K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montana Historical Society Helena, MT | Programs | $165,000 |
| Eagle Mount Great Falls, MT | Programs | $101,500 |
| Big Brothers Big Sisters of Central Montana Helena, MT | Programs | $55,000 |
| United Way of Cascade County Black Eagle, MT | Programs | $50,000 |
| Benefis Health System Foundation Great Falls, MT | Programs | $50,000 |
| Great Falls Public Schools Foundation Great Falls, MT | Programs | $30,000 |
| Great Falls Scottish Rite Childhood Language Disorders Clinic Great Falls, MT | Programs | $25,000 |
| Special Olympics Montana Great Falls, MT | Programs | $20,000 |
| Great Falls Rescue Mission Great Falls, MT | Programs | $20,000 |
| Warriors & Quiet Waters Bozeman, MT | Programs | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,641,433 | $809,502 | $672,769 | $586,500 | 16 | $587,600 | $730,529 | $612,386 |
| 2024 | $9,504,700 | $441,473 | $613,408 | $534,500 | 15 | $535,508 | $366,643 | $585,613 |
| 2023 | $9,676,635 | $152,514 | $599,770 | $527,372 | 10 | $528,431 | $148,290 | $532,344 |
| 2022 | $10,123,891 | $391,518 | $435,576 | $360,000 | 5 | $361,073 | $324,438 | $529,728 |
| 2021 | $10,167,949 | $507,755 | $264,504 | $200,000 | 1 | $200,417 | $446,103 | $538,636 |
| 2020 | $9,908,000 | $9,908,000 | — | — | — | — | — | $20,498 |
Under IRS private-foundation payout rules, Oakland Family Foundation reported a distributable amount of $612K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available filing information does not state a mission for the foundation. Its 2025 grants show support for organizations working in areas including history, recreation and disability services, healthcare, human services, education, and family support. For example, Eagle Mount describes its work as providing adaptive recreation for people with disabilities and children with cancer and support for their families. Great Falls Public Schools Foundation says it funds innovative educational programs and scholarships, while Benefis Health System Foundation describes its mission as enhancing healthcare services across north-central Montana.
Grantmaking
In 2025, the foundation made 16 grants totaling $586,500. Grant amounts ranged from $5,000 to $165,000, with a median of $20,000. Its largest grants included $165,000 to Montana Historical Society for programs, $101,500 to Eagle Mount, $55,000 to Big Brothers Big Sisters of Central Montana, and $50,000 each to United Way of Cascade County and Benefis Health System Foundation.
Other reported grants included $30,000 to Great Falls Public Schools Foundation, $25,000 to Great Falls Scottish Rite Childhood Language Disorders Clinic, $20,000 each to Special Olympics Montana, Great Falls Rescue Mission, and Warriors & Quiet Waters, $15,000 to Family Promise of Great Falls, and $10,000 to St Thomas Child & Family Center. Peace Place also reports receiving $10,000 in 2025; it describes its work as providing respite, childcare, caregiver support, and education for families with children who have medical or specialized needs.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ashley Whitney as director and president; Cooper Thomas as director and vice-president; Kristine Houtonen as director and secretary-treasurer; and Robert Bronson as director.
Oakland Family Foundation is led by Ashley Whitney, Director & President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ashley Whitney
Director & President
On filings since 2020
5 hrs/week
No compensation reported
Cooper Thomas
Director & Vice President
On filings since 2020
1 hr/week
No compensation reported
Kristine Houtonen
Director & Secretary-Treasurer
On filings since 2020
1 hr/week
No compensation reported
Robert Bronson
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Oakland Family Foundation
How much does Oakland Family Foundation give each year?
Oakland Family Foundation gave $587K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $535K across 15 grants.
What is Oakland Family Foundation's typical grant size?
Oakland Family Foundation's median grant in 2025 was $20,000, and its average grant was $36,656, across 16 grants on its 2025 IRS Form 990-PF.
Where does Oakland Family Foundation give grants?
Oakland Family Foundation gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Great Falls, MT (12 grants) and Helena, MT (2 grants).
Does Oakland Family Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Oakland Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Programs" (16 grants).
Who are Oakland Family Foundation's largest grantees?
Oakland Family Foundation's largest 2025 grantees include Montana Historical Society ($165,000), Eagle Mount ($101,500) and Big Brothers Big Sisters of Central Montana ($55,000), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is Oakland Family Foundation?
Oakland Family Foundation reported $9.6M in total assets on its 2025 IRS Form 990-PF. It paid out $588K in qualifying distributions that year, against a required minimum of $612K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Oakland Family Foundation fund?
The available filing information does not state a mission for the foundation. Its 2025 grants show support for organizations working in areas including history, recreation and disability services, healthcare, human services, education, and family support. See mission & focus areas ↑
How do I apply for a grant from Oakland Family Foundation?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Oakland Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS December 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Explore Open Grants
Browse active grant opportunities in Oakland Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Oakland Family Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/oakland-family-foundation-morg_0e799ebb39c1487ca1cd587d8a9f6ed7
BibTeX
@misc{grantable_844352868_2026,
author = {{Grantable}},
title = {{Oakland Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oakland-family-foundation-morg_0e799ebb39c1487ca1cd587d8a9f6ed7},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Oakland Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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