Oakmont Family Fund
Oakmont Family Fund is a private foundation based in Windsor, California. Its 2021 filing is marked as a final return and states that the fund liquidated its assets through grants to individuals and nonprofit organizations; it therefore appears to have wound down or stopped grantmaking.
Oakmont Family Fund at a glance
In short: Oakmont Family Fund gave $43K across 18 grants in 2021 (avg $2K), mostly in California. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $43,403
- +53.9% vs 2020
- Grants made (2021)
- 18
- -35.7% vs 2020
- Average grant
- $2,411
- +139.4% vs 2020
- Median grant
- $600
- Primary geography
- California (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
How to apply to Oakmont Family Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 9240 Old Redwood Hwy Suite 200, Windsor, CA 95492
Phone: (707) 535-3200
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Oakmont Family Fund funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2021
The largest 2021 recipient was Families Forward ($14K). Together the top 2 received $27K.
Organizations only. It also paid 16 grants to individuals ($16,215), which are not listed by name.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 46 grants of 46 (100%).
Geographic Focus
Where this funder awards grants
All reported 2021 grant dollars went to recipients in California.
Grant Distribution by State
Share of 2021 grant dollars across all 18 itemized grants.
States
Cities
How Oakmont Family Fund gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $28K (2020) to $43K (2021). In 2021 it made 18 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Families Forward Irvine, CA | General Support | $13,594 |
| Second Harvest Food Bank of Orange County Irvine, CA | General Support | $13,594 |
| 16 grants to individuals Recipients not named | — | $16,215 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2021 | — | $26,417 | $71,495 | $43,403 | 18 | $62,103 | $2,244 |
| 2020 | $65,730 | $4,356 | $102,985 | $28,206 | 28 | — | $6,365 |
Under IRS private-foundation payout rules, Oakmont Family Fund reported a distributable amount of $2K for 2021 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the fund is provided. Its reported grants included support for individuals and nonprofit organizations. Families Forward, which received a 2021 grant, describes its mission as preventing and ending family homelessness by providing access to housing and resources that create lasting stability.
Grantmaking
In 2021, the fund made 18 grants totaling $43,403. Grant amounts ranged from $200 to $13,594, with a median of $600. Its largest listed grants were $13,594 each to Families Forward and Second Harvest Food Bank of Orange County, both for general support. The filing also lists grants to individuals for purposes including funeral expenses, medical expenses, employee assistance, utilities and food, and general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2021 filing lists Courtney Siegel as director and president; Cynthia Gallaher as director and vice president; Keith Fitzsimons as director and treasurer; and Molly Flater as director and secretary.
Oakmont Family Fund is led by Courtney Siegel, Director & President on every filing since 2020; none of the 4 officers listed in 2021 report compensation.
Officers on the 2021 filing
Courtney Siegel
Director & President
On filings since 2020
0.1 hrs/week
No compensation reported
Cynthia Gallaher
Director & Vice President
On filings since 2020
0.1 hrs/week
No compensation reported
Keith Fitzsimons
Director & Treasurer
On filings since 2020
0.1 hrs/week
No compensation reported
Molly Flater
Director & Secretary
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "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 Oakmont Family Fund
How much does Oakmont Family Fund give each year?
Oakmont Family Fund gave $43K across 18 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $28K across 28 grants.
What is Oakmont Family Fund's typical grant size?
Oakmont Family Fund's median grant in 2021 was $600, and its average grant was $2,411, across 18 grants on its 2021 IRS Form 990-PF.
Where does Oakmont Family Fund give grants?
Oakmont Family Fund gives mostly in California: 100% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Irvine, CA (2 grants).
Does Oakmont Family Fund give general operating support?
Yes: 56% of Oakmont Family Fund's 2021 grants with a stated purpose (10 of 18) were for general or operating support, per its 2021 IRS Form 990-PF. Recurring purposes include "Funeral Expenses" (3 grants).
What does Oakmont Family Fund fund?
No mission statement for the fund is provided. Its reported grants included support for individuals and nonprofit organizations. See mission & focus areas ↑
How do I apply for a grant from Oakmont Family Fund?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Oakmont Family Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Oakmont Family Fund reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oakmont Family Fund's EIN?
Oakmont Family Fund's EIN (Employer Identification Number) is 47-2165512. IRS Form 990 filing data is available on this page for 2020–2021.
Does Oakmont Family Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- IRS filings on file for fiscal years 2020–2021
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Cite this profile
Grantable. (2026). Oakmont Family Fund funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/oakmont-family-fund-morg_8197597bd95f43a8a25c8183c6b8fe22
BibTeX
@misc{grantable_472165512_2026,
author = {{Grantable}},
title = {{Oakmont Family Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/oakmont-family-fund-morg_8197597bd95f43a8a25c8183c6b8fe22},
note = {Accessed 2026-10-12. 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 Oakmont Family Fund'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.
Oakmont Family Fund down — hundreds of funders to go?