Robert F & Frances J

GREAT FALLS, MT EIN: 84-1406980

Robert F & Frances J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2023. In 2023, it awarded 11 grants totaling $585K. Net investment income was $30K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$585K

+2066.0% YoY

Grant Count

11

+57.1% YoY

Avg Grant Size

$53K

+1278.4% YoY

Under IRS private-foundation payout rules, Robert F & Frances J reported a distributable amount of $26K for 2023 — the minimum it must pay out in qualifying distributions.

About Robert F & Frances J

Based on IRS filings

Robert F & Frances J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2023. In 2023, it awarded 11 grants totaling $585K. Net investment income was $30K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Great FallsHelenaLincoln CityOtisShonkin

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$163K$326K$488K$651K2020202120222023
Metric202320222021
Total Assets$501,829$521,870
Revenue$32,099$12,390$22,994
Expenses$591,918$32,431$32,158
Qualifying Distributions$586,944$28,632$27,785
Net Investment Income$29,805$10,727$21,209
Distributable Amount$26,006$28,378$31,264

Giving Over Time

Total grant dollars and number of grants per year

$0$146K$292K$439K$585K5 grants20203 grants20217 grants202211 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

JAMES M & FRANCES M WYLD…$557KMCLAUGHLIN RESEARCH INST…$15KGREAT FALLS COMMUNITY FO…$2KGREAT FALLS RESCUE MISSION$2KTRIGG-RUSSELL FOUNDATION$2KMISSOURI RIVER OPEN LAND…$2KSHONKIN COMMUNITY CLUB$1KFAMILY PROMISE$1KENERGY SHARE OF MONTANA$1KSITKA CENTER$1K

Grant Size Distribution

26 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include James M & Frances M Wylder Foundation ($557,326), Mclaughlin Research Institute ($15,000), Great Falls Community Food Bank ($2,000).

RecipientPurposeAmount
GREAT FALLS COMMUNITY FOOD BANK GREAT FALLS, MTCHARITABLE$2,000
GREAT FALLS RESCUE MISSION GREAT FALLS, MTCHARITABLE$2,000
MCLAUGHLIN RESEARCH INSTITUTE GREAT FALLS, MTCHARITABLE$15,000
TRIGG-RUSSELL FOUNDATION GREAT FALLS, MTCHARITABLE CONTRIBUTION$2,000
SHONKIN COMMUNITY CLUB SHONKIN, MTCHARITABLE$1,000
FAMILY PROMISE GREAT FALLS, MTCHARITABLE$1,000
ENERGY SHARE OF MONTANA HELENA, MTCHARITABLE$1,000
SITKA CENTER OTIS, ORCHARITABLE$1,000
MISSOURI RIVER OPEN LANDS PRESERVATION GREAT FALLS, MTCHARITABLE$2,000
JAMES M & FRANCES M WYLDER FOUNDATION GREAT FALLS, MTCHARITABLE$557,326

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

TIMOTHY J WYLDERTRUSTEE$4K

From 2023 filing

NameTitleHoursCompensation
TIMOTHY J WYLDERTRUSTEE0.5$3,653

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Robert F & Frances J?

Robert F & Frances J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. It holds — in total assets as of 2023.

Where does Robert F & Frances J operate?

Robert F & Frances J has awarded grants in Montana, Oregon.

What size grants does Robert F & Frances J award?

In 2023, Robert F & Frances J awarded 11 grants totaling $585K — an average of about $53K per grant, based on its IRS Form 990 filings.

How much is Robert F & Frances J required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Robert F & Frances J reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert F & Frances J's EIN?

Robert F & Frances J's EIN (Employer Identification Number) is 84-1406980. IRS Form 990 filing data is available on this page for 2020–2023.

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

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