Oakland Family Foundation

GREAT FALLS, MT EIN: 84-4352868

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$9.5M

-1.8% YoY

Annual Giving

$535K

+1.4% YoY

Grant Count

15

+50.0% YoY

Avg Grant Size

$36K

-32.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
Metric202420232022
Total Assets$9,504,700$9,676,635$10,123,891
Revenue$441,473$152,514$391,518
Expenses$613,408$599,770$435,576
Qualifying Distributions$535,508$528,431$361,073
Net Investment Income$366,643$148,290$324,438
Distributable Amount$585,613$532,344$529,728

Giving Over Time

Total grant dollars and number of grants per year

$0$134K$267K$401K$535K0 grants20201 grants20215 grants202210 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MONTANA HISTORICAL SOCIETY$85KGREAT FALLS PUBLIC SCHOO…$50KEAGLE MOUNT$50KBIG BROTHERS BIG SISTERS…$50KTHE HISTORY MUSEUM$50KUNITED WAY OF CASCADE CO…$40KMONTANA SCHOOL FOR DEAF …$35KSPECIAL K RANCH$35KWARRIOR & QUIET WATERS$30KGREAT FALLS SCOTTISH RITE$25K

Grant Size Distribution

31 grants across all recorded years

18<$50K7$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Oakland Family Foundation fund?

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

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ASHLEY WHITNEYDIRECTOR/PRESIDENT5
COOPER THOMASDIRECTOR/VICE-PRESIDENT1
KRISTINE HOUTONENDIRECTOR/SECRETARY-TREASURER1
ROBERT BRONSONDIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Black EagleBozemanColumbusGreat FallsHelena

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

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