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    3. Oakland Family Foundation

    Oakland Family Foundation

    ActivePublic & Society Benefit
    GREAT FALLS, MT4067614900EIN: 84-43528683 filings on record

    About Oakland Family Foundation

    The Oakland Family Foundation concentrates its giving on sustaining core civic institutions in Great Falls, MT, funding education, community recreation, basic needs, affordable housing, and local cultural organizations. Its grants are sizable and locally focused, often directed to organizations that operate citywide programs or facilities. The foundation appears to prioritize program support for organizations that serve broad community needs and preserve local history.

    Focus Areas

    K–12 public school enrichment and district-wide programs (Great Falls Public Schools Foundation)Community sports and recreation facilities/ice arena operations (Great Falls Community Ice Foundation)Homeless services and emergency shelter operations (Great Falls Rescue Mission)Affordable housing development and neighborhood stabilization (NeighborWorks Great Falls)Local history preservation and state/local museum programming (Montana Historical Society)

    Who They Fund

    Great Falls citywide residentsK–12 public school students and district programs

    About Oakland Family Foundation

    A $200,000 grant to Great Falls Public Schools Foundation anchors Oakland Family Foundation’s recent giving and shows how strongly the funder backs citywide institutions in Great Falls. The foundation’s support reaches school enrichment, emergency shelter, housing, recreation, and local history, usually through program grants to organizations that operate for the broader community rather than narrow projects. In the recent grant list, the same pattern appears in a $100,000 grant to Great Falls Rescue Mission and a $100,000 grant to NeighborWorks Great Falls, each tied to ongoing programs. The foundation also funds civic and cultural organizations such as Great Falls Community Ice Foundation, Montana Historical Society, Great Falls Symphony, and The History Museum. Grants are generally sizable and appear aimed at sustaining services, facilities, and programming that residents use across the city. Across the file, the giving profile is locally concentrated and built around organizations with public-facing roles in Great Falls and nearby Montana communities.

    What Oakland Family Foundation Funds

    Education is a clear priority. Oakland Family Foundation gave $200,000 to Great Falls Public Schools Foundation in 2023 and another $110,372 in 2024, both for programs, showing sustained support for district-wide school enrichment. Community recreation is another theme: the foundation awarded $100,000 to Great Falls Community Ice Foundation for programs, along with $50,000 to Peoples Park and Recreation Foundation. Basic needs and housing also receive attention. Great Falls Rescue Mission received $100,000 for programs in 2024 and $25,000 in 2025, while NeighborWorks Great Falls received $100,000 in 2024 and $20,000 in 2025. Cultural and heritage work appears through grants to Montana Historical Society, Great Falls Symphony, and The History Museum.

    How Oakland Family Foundation Gives

    The grant size profile is substantial, with a p25 of $20,000, a median of $34,750, and a p75 of $50,000. The pattern shows repeat funding: Great Falls Public Schools Foundation, Great Falls Rescue Mission, NeighborWorks Great Falls, Great Falls Scottish Rite, Eagle Mount, Special Olympics of Montana, United Way of Cascade County, and Great Falls Symphony all appear more than once in the recent list. The foundation gives program support rather than individuals, and it does not make program-related investments. The available records point to a concentrated, locally oriented grantmaker rather than an open application funder.

    Financial Snapshot

    Annual Giving

    $1.4M

    Total Assets

    $9.5M

    Total Revenue

    $441K

    Total Expenses

    $613K

    Typical Grant Size

    Most grants fall between $20K and $50K, with a median of $35K.

    25th Percentile

    $20K

    Median

    $35K

    75th Percentile

    $50K

    Geographic Reach

    Local1 state funded

    About 100% of grants go to recipients in MT.

    Funding intensity
    Low
    High
    Headquarters

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    Privacy PolicyTerms of ServiceSystem Status
    people experiencing homelessness / emergency shelter clients
    community sports and recreation participants
    low-income renters/homebuyers in Great Falls
    museum visitors and local history stakeholders

    Giving Approach

    Concentrated, large grants to a small number of local organizations—including repeat support—focused on program-level funding for civic infrastructure rather than many small or national grants.

    Funding Style

    program-level supportcivic infrastructure preservationconcentrated, large grantsrepeat/renewal funding

    Notable grantees: Great Falls Public Schools Foundation, Great Falls Community Ice Foundation, Great Falls Rescue Mission, NeighborWorks Great Falls, Montana Historical Society

    Topics

    K–12 public school enrichment and district-wide programscommunity sports and recreation facility operations (ice arena)homeless services and emergency shelter operationsaffordable housing development and neighborhood stabilizationlocal history preservation and museum programming

    Where Oakland Family Foundation Makes Grants

    Oakland Family Foundation gives entirely within Montana, with 100% of grants to recipients in the HQ state. Great Falls is the main recipient city, including organizations in education, housing, recreation, and culture. Other Montana recipient locations in the recent list include Helena, Black Eagle, Columbus, and Bozeman. The geographic pattern is local rather than regional or national, centered on Great Falls and nearby Montana communities.

    Frequently Asked Questions About Oakland Family Foundation

    What kinds of organizations does Oakland Family Foundation support?

    The recent grants show support for K–12 public school enrichment, community recreation facilities, homeless services, affordable housing, and local history and culture. Examples include Great Falls Public Schools Foundation, Great Falls Rescue Mission, NeighborWorks Great Falls, Great Falls Community Ice Foundation, and Montana Historical Society.

    What is the typical grant size?

    Typical grants are relatively large: the p25 is $20,000, the median is $34,750, and the p75 is $50,000. The recent list also includes larger awards such as $200,000 and $110,372.

    Does the foundation fund outside Montana?

    No. The recipient country distribution is entirely U.S.-based, and 100% of grants go to recipients in Montana. The recent grants list includes Montana cities such as Great Falls, Helena, Black Eagle, Columbus, and Bozeman.

    Do recipients appear more than once?

    Yes. Several organizations receive repeat support across multiple years, including Great Falls Public Schools Foundation, Great Falls Rescue Mission, NeighborWorks Great Falls, Great Falls Scottish Rite, Eagle Mount, Special Olympics of Montana, United Way of Cascade County, and Great Falls Symphony.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    MONTANA HISTORICAL SOCIETYHELENA, MT$85,0002025PROGRAMS
    EAGLE MOUNTGREAT FALLS, MT$50,0002025PROGRAMS
    BIG BROTHERS BIG SISTERS OF CENTRAL MONTANAHELENA, MT$50,0002025PROGRAMS
    THE HISTORY MUSEUMGREAT FALLS, MT$50,0002025PROGRAMS
    GREAT FALLS PUBLIC SCHOOLS FOUNDATIONGREAT FALLS, MT$50,0002025PROGRAMS
    UNITED WAY OF CASCADE COUNTYBLACK EAGLE, MT$40,0002025PROGRAMS
    MONTANA SCHOOL FOR DEAF & BLINDGREAT FALLS, MT$35,0002025PROGRAMS
    SPECIAL K RANCHCOLUMBUS, MT$34,5002025PROGRAMS
    WARRIOR & QUIET WATERSBOZEMAN, MT$30,0002025PROGRAMS
    GREAT FALLS SCOTTISH RITEGREAT FALLS, MT$25,0002025PROGRAMS
    GREAT FALLS RESCUE MISSIONGREAT FALLS, MT$25,0002025PROGRAMS
    NEIGHBORWORKS GREAT FALLSGREAT FALLS, MT$20,0002025PROGRAMS
    SPECIAL OLYMPICS OF MONTANAGREAT FALLS, MT$20,0002025PROGRAMS
    FAMILY PROMISE OF GREAT FALLSGREAT FALLS, MT$15,0002025PROGRAMS
    GREAT FALLS SYMPHONYGREAT FALLS, MT$5,0002025PROGRAMS
    GREAT FALLS PUBLIC SCHOOLS FOUNDATIONGREAT FALLS, MT$110,3722024PROGRAMS
    GREAT FALLS RESCUE MISSIONGREAT FALLS, MT$100,0002024PROGRAMS
    NEIGHBORWORKS GREAT FALLSGREAT FALLS, MT$100,0002024PROGRAMS
    PEOPLES PARK AND RECREATION FOUNDATIONGREAT FALLS, MT$50,0002024PROGRAMS
    GREAT FALLS SYMPHONYGREAT FALLS, MT$50,0002024PROGRAMS
    GREAT FALLS AREA CHAMBER OF COMMERCE FOUNDATIONGREAT FALLS, MT$35,0002024PROGRAMS
    UNITED WAY OF CASCADE COUNTYBLACK EAGLE, MT$32,0002024PROGRAMS
    SPECIAL OLYMPICS OF MONTANAGREAT FALLS, MT$20,0002024PROGRAMS
    GREAT FALLS SCOTTISH RITEGREAT FALLS, MT$20,0002024PROGRAMS
    EAGLE MOUNTGREAT FALLS, MT$10,0002024PROGRAMS
    GREAT FALLS PUBLIC SCHOOLS FOUNDATIONGREAT FALLS, MT$200,0002023PROGRAMS
    GREAT FALLS COMMUNITY ICE FOUNDATIONGREAT FALLS, MT$100,0002023PROGRAMS
    GREAT FALLS SCOTTISH RITEGREAT FALLS, MT$30,0002023PROGRAMS
    EAGLE MOUNTGREAT FALLS, MT$20,0002023PROGRAMS
    UNITED WAY CASCADE CO STUFF THE BUSBLACK EAGLE, MT$10,0002023PROGRAMS

    MONTANA HISTORICAL SOCIETY

    $85,000
    HELENA, MT2025

    PROGRAMS

    EAGLE MOUNT

    $50,000
    GREAT FALLS, MT2025

    PROGRAMS

    BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA

    $50,000
    HELENA, MT2025

    PROGRAMS

    THE HISTORY MUSEUM

    $50,000
    GREAT FALLS, MT2025

    PROGRAMS

    GREAT FALLS PUBLIC SCHOOLS FOUNDATION

    $50,000
    GREAT FALLS, MT2025

    PROGRAMS

    UNITED WAY OF CASCADE COUNTY

    $40,000
    BLACK EAGLE, MT2025

    PROGRAMS

    MONTANA SCHOOL FOR DEAF & BLIND

    $35,000
    GREAT FALLS, MT2025

    PROGRAMS

    SPECIAL K RANCH

    $34,500
    COLUMBUS, MT2025

    PROGRAMS

    WARRIOR & QUIET WATERS

    $30,000
    BOZEMAN, MT2025

    PROGRAMS

    GREAT FALLS SCOTTISH RITE

    $25,000
    GREAT FALLS, MT2025

    PROGRAMS

    GREAT FALLS RESCUE MISSION

    $25,000
    GREAT FALLS, MT2025

    PROGRAMS

    NEIGHBORWORKS GREAT FALLS

    $20,000
    GREAT FALLS, MT2025

    PROGRAMS

    SPECIAL OLYMPICS OF MONTANA

    $20,000
    GREAT FALLS, MT2025

    PROGRAMS

    FAMILY PROMISE OF GREAT FALLS

    $15,000
    GREAT FALLS, MT2025

    PROGRAMS

    GREAT FALLS SYMPHONY

    $5,000
    GREAT FALLS, MT2025

    PROGRAMS

    GREAT FALLS PUBLIC SCHOOLS FOUNDATION

    $110,372
    GREAT FALLS, MT2024

    PROGRAMS

    GREAT FALLS RESCUE MISSION

    $100,000
    GREAT FALLS, MT2024

    PROGRAMS

    NEIGHBORWORKS GREAT FALLS

    $100,000
    GREAT FALLS, MT2024

    PROGRAMS

    PEOPLES PARK AND RECREATION FOUNDATION

    $50,000
    GREAT FALLS, MT2024

    PROGRAMS

    GREAT FALLS SYMPHONY

    $50,000
    GREAT FALLS, MT2024

    PROGRAMS

    GREAT FALLS AREA CHAMBER OF COMMERCE FOUNDATION

    $35,000
    GREAT FALLS, MT2024

    PROGRAMS

    UNITED WAY OF CASCADE COUNTY

    $32,000
    BLACK EAGLE, MT2024

    PROGRAMS

    SPECIAL OLYMPICS OF MONTANA

    $20,000
    GREAT FALLS, MT2024

    PROGRAMS

    GREAT FALLS SCOTTISH RITE

    $20,000
    GREAT FALLS, MT2024

    PROGRAMS

    EAGLE MOUNT

    $10,000
    GREAT FALLS, MT2024

    PROGRAMS

    GREAT FALLS PUBLIC SCHOOLS FOUNDATION

    $200,000
    GREAT FALLS, MT2023

    PROGRAMS

    GREAT FALLS COMMUNITY ICE FOUNDATION

    $100,000
    GREAT FALLS, MT2023

    PROGRAMS

    GREAT FALLS SCOTTISH RITE

    $30,000
    GREAT FALLS, MT2023

    PROGRAMS

    EAGLE MOUNT

    $20,000
    GREAT FALLS, MT2023

    PROGRAMS

    UNITED WAY CASCADE CO STUFF THE BUS

    $10,000
    BLACK EAGLE, MT2023

    PROGRAMS