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David Oja Charitable Trust is a private trust based in GREAT FALLS, MT. The foundation received its IRS ruling in 1994. The principal officer is Trust Corp. It holds total assets of $453K. Annual income is reported at $239K. The foundation is governed by 1 officer or trustee. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Montana. According to available records, David Oja Charitable Trust has made 32 grants totaling $95K, with a median grant of $3K. Annual giving has decreased from $29K in 2021 to $21K in 2023. Grantmaking activity was highest in 2022 with $45K distributed across 16 grants. Individual grants have ranged from $3K to $6K, with an average award of $3K. The foundation has supported 8 unique organizations. Grant recipients are concentrated in Montana. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$3K
Average Grant
$3K
Largest Grant
$3K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
David Oja Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in MT.
David Oja Charitable Trust has distributed a total of $95K across 32 grants. The median grant size is $3K, with an average of $3K. Individual grants have ranged from $3K to $6K.
Geographical area of north central mt, golden triangle and russell country.
David Oja Charitable Trust is headquartered in GREAT FALLS, MT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| D A Davidson Trust Co | AGENT | $8K | $0 | $8K |
Total Giving
$30K
Total Assets
$436K
Fair Market Value
$536K
Net Worth
$436K
Grants Paid
$21K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$26K
Total: $423K
Total Grants
32
Total Giving
$95K
Average Grant
$3K
Median Grant
$3K
Unique Recipients
8
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Algeria Temple Travel FundCHARITABLE | Helena, MT | $3K | 2023 |
| Intermountain Children'S HomeCHARITABLE | Helena, MT | $3K | 2023 |
| Montana Hope ProjectCHARITABLE | Helena, MT | $3K | 2023 |
| Scottish Rite Speech & LanguageCHARITABLE | Great Falls, MT | $3K | 2023 |
| Big Brothers & Sisters Of Gf & HelenaCHARITABLE | Helena, MT | $3K | 2023 |
| Children'S Receiving HomeCHARITABLE | Great Falls, MT | $3K | 2023 |
| Eagle MountCHARITABLE | Great Falls, MT | $3K | 2023 |
| Great Falls Area Food BankCHARITABLE | Great Falls, MT | $3K | 2023 |