David Oja Charitable Trust

GREAT FALLS, MT EIN: 81-6074943

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$453K

+3.7% YoY

Annual Giving

$21K

-2.0% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$3K

-2.0% YoY

Go deeper than public filings

PRO
  • Giving trend analysis — growing or declining?
  • Organizations like yours that won grants here
  • Strategic fit assessment for your organization
  • Application timing recommendations

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$32K$48K$64K20202021202220232024
Metric202420232022
Total Assets$452,615$436,353$458,354
Revenue$46,536$8,416$36,003
Expenses$30,274$30,417$32,365
Qualifying Distributions$23,756$23,984$25,400
Net Investment Income$43,364$11,943$32,903
Distributable Amount$26,576$25,589$26,431

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$15K$22K$29K8 grants20208 grants20218 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

ALGERIA TEMPLE TRAVEL FUND$3KBIG BROTHERS & SISTERS O…$3KCHILDREN'S RECEIVING HOME$3KEAGLE MOUNT$3KGREAT FALLS AREA FOOD BANK$3KINTERMOUNTAIN CHILDREN'S…$3KMONTANA HOPE PROJECT$3KSCOTTISH RITE SPEECH & L…$3K

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does David Oja Charitable Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

PRO
  • Similar orgs that won grants here
  • GrantGraph™ relationship mapping
  • 11M+ connections in GrantGraph™
Explore with Pro

Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

D A DAVIDSON TRUST COAGENT$8K

From 2024 filing

NameTitleHoursCompensation
D A DAVIDSON TRUST COAGENT5$8,259

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Great FallsHelena

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

What could you do with David Oja Charitable Trust on Grantable?

  • Assess strategic fit with your organization
  • Get AI-generated opportunity briefs
  • Monitor for new funding opportunities
  • Draft a tailored letter of inquiry