Robert F & Frances J

Foundation · Grantmaker 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.

Key facts about Robert F & Frances J

EIN: 84-1406980
Latest 990 filing: Form 990-PF, 2023
Annual giving (2023): $584,826
Grants made (2023): 11
Average grant: $53,166
Median grant: $2,000
New grantees (estimate): 45% first-time grantees (5 of 11, 2023)
Primary geography: Montana (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Robert F & Frances J funds

By grant dollars, the top recipient states for Robert F & Frances J's 11 itemized 2023 grants were Montana (100%). The most frequent recipient cities were Great Falls, MT (7 grants). None of its 11 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable" (10 grants).

Is Robert F & Frances J open to new grantees?

45%

first-time grantees, 2023

In 2023, 5 of 11 grantees (45%) were first-time recipients. First grants averaged $112K; repeat grants $4K. How we count

Medians: $1K first-time, $2K repeat.

36% of 2023 grantees were also funded in 2022. Method
Giving grew 1144% from 2020 to 2023. Method
In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$585K

+2066.0% YoY

Grant Count

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $583K (100%)

Oregon $2K (0%)

Share of all 11 itemized 2023 grant dollars.

States

Montana Oregon

Cities

Great FallsShonkinHelenaLincoln CityOtis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2023

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 2023

Grant Size Distribution

26 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
JAMES M & FRANCES M WYLDER FOUNDATION Great Falls, MT	CHARITABLE	$557,326
MCLAUGHLIN RESEARCH INSTITUTE Great Falls, MT	CHARITABLE	$15,000
GREAT FALLS COMMUNITY FOOD BANK Great Falls, MT	CHARITABLE	$2,000
GREAT FALLS RESCUE MISSION Great Falls, MT	CHARITABLE	$2,000
TRIGG-RUSSELL FOUNDATION Great Falls, MT	CHARITABLE CONTRIBUTION	$2,000
MISSOURI RIVER OPEN LANDS PRESERVATION Great Falls, MT	CHARITABLE	$2,000
SHONKIN COMMUNITY CLUB Shonkin, MT	CHARITABLE	$1,000
FAMILY PROMISE Great Falls, MT	CHARITABLE	$1,000
ENERGY SHARE OF MONTANA Helena, MT	CHARITABLE	$1,000
SITKA CENTER Otis, OR	CHARITABLE	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

Name	Title	Hours	Compensation
Timothy J Wylder	Trustee	0.5	$3,653

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.