Nonprofit · EIN 84-4352868
OAKLAND FAMILY FOUNDATION
Tax-exempt · GREAT FALLS, MT 59405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $809,502 | $672,769 | $136,733 | $9,641,433 | $0 | $9,641,433 |
| December 31, 2024 | 990-PF | $441,473 | $613,408 | -$171,935 | $9,504,700 | $0 | $9,504,700 |
| December 31, 2023 | 990-PF | $152,514 | $599,770 | -$447,256 | $9,676,635 | $0 | $9,676,635 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $270,502
- Net gain from sales of assets
- $539,000
Expenses
- Grants and similar amounts paid
- $586,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $587,600
- Excise tax on investment income
- $10,154
Balance sheet and other
- Total assets, start of year
- $9,504,700
- Total assets, end of year
- $9,641,433
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,641,433
- Fair market value of assets
- $12,956,314
- Qualifying distributions
- $587,600
- Net investment income
- $809,502
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY WHITNEY 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/PRESIDENT | 5 | $0 |
| COOPER THOMAS 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/VICE-PRESIDENT | 1 | $0 |
| KRISTINE HOUTONEN 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/SECRETARY-TREASURER | 1 | $0 |
| ROBERT BRONSON 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY WHITNEY 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/PRESIDENT | 5 | $0 |
| COOPER THOMAS 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/VICE-PRESIDENT | 1 | $0 |
| KRISTINE HOUTONEN 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/SECRETARY-TREASURER | 1 | $0 |
| ROBERT BRONSON 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY WHITNEY 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/PRESIDENT | 5 | $0 |
| COOPER THOMAS 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/VICE-PRESIDENT | 1 | $0 |
| KRISTINE HOUTONEN 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR/SECRETARY-TREASURER | 1 | $0 |
| ROBERT BRONSON 3900 10TH AVE S, GREAT FALLS, MT 59405 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3900 10TH AVE S, GREAT FALLS, MT 59405-3648
- In care of
- % KRISTINE HOUTONEN
- Signed the 990-PF
- KRISTINE HOUTONEN, SECRETARY-TREASURER
- Phone
- (406) 761-4900
- Return prepared by
- PINION LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-4352868
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W12)
- Assets (IRS master file)
- $9,641,433
- Income (IRS master file)
- $2,899,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $809,502 | $672,769 | $9,641,433 | IRS |
| 990-PF | December 2024 | $441,473 | $613,408 | $9,504,700 | IRS |
| 990-PF | December 2023 | $152,514 | $599,770 | $9,676,635 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4352868).
Questions about OAKLAND FAMILY FOUNDATION
- What is the EIN of OAKLAND FAMILY FOUNDATION?
- The employer identification number (EIN) of OAKLAND FAMILY FOUNDATION is 84-4352868.
- Is OAKLAND FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to OAKLAND FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OAKLAND FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OAKLAND FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAKLAND FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of OAKLAND FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does OAKLAND FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $809,502, expenses of $672,769 and total assets of $9,641,433 at year end.
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