Robert F & Frances J
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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 include James M & Frances M Wylder Foundation ($557,326), Mclaughlin Research Institute ($15,000), Great Falls Community Food Bank ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GREAT FALLS COMMUNITY FOOD BANK GREAT FALLS, MT | CHARITABLE | $2,000 |
| GREAT FALLS RESCUE MISSION GREAT FALLS, MT | CHARITABLE | $2,000 |
| MCLAUGHLIN RESEARCH INSTITUTE GREAT FALLS, MT | CHARITABLE | $15,000 |
| TRIGG-RUSSELL FOUNDATION GREAT FALLS, MT | CHARITABLE CONTRIBUTION | $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 |
| MISSOURI RIVER OPEN LANDS PRESERVATION GREAT FALLS, MT | CHARITABLE | $2,000 |
| JAMES M & FRANCES M WYLDER FOUNDATION GREAT FALLS, MT | CHARITABLE | $557,326 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TIMOTHY J WYLDER | TRUSTEE | 0.5 | $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.