David Oja Charitable Trust

Canoy Grant H Ttee

Great Falls, MT
Tax-exempt since May 1994
EIN: 81-6074943

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$46.5k (2024)

Expenses

$30.3k (2024)

Total Assets

$453k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$46,536

Expenses

$30,274

Net Income

$16,262

Net Assets

$452,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$487	1.0%
Dividends	$15,687	33.7%
Sales of Assets	$30,362	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,756	78.5%
Compensation of Officers*	$8,259	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$452,615
Total Liabilities	$0
Net Assets	$452,615

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$8,259	$0

990-PF

Filed on May 2, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$8,416

Expenses

$30,417

Net Income

-$22,001

Net Assets

$436,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,257	14.9%
Dividends	$13,670	> 100%
Sales of Assets	-$6,511
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,984	78.9%
Compensation of Officers*	$7,810	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,353
Total Liabilities	$0
Net Assets	$436,353

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$7,810	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$36,003

Expenses

$32,365

Net Income

$3,638

Net Assets

$458,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$201	0.6%
Dividends	$9,729	27.0%
Sales of Assets	$26,011	72.2%
Other Income	$62	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,400	78.5%
Compensation of Officers*	$8,308	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,354
Total Liabilities	$0
Net Assets	$458,354

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$8,308	$0

990-PF

Filed on May 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$57,746

Expenses

$39,514

Net Income

$18,232

Net Assets

$454,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$14,098	24.4%
Sales of Assets	$43,645	75.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,507	82.3%
Compensation of Officers*	$8,923	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,699
Total Liabilities	$0
Net Assets	$454,699

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$8,923	$0

990-PF

Filed on April 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$34,700

Expenses

$35,066

Net Income

-$366

Net Assets

$435,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$124	0.4%
Dividends	$12,825	37.0%
Sales of Assets	$21,534	62.1%
Other Income	$217	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,853	82.3%
Compensation of Officers*	$7,972	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$435,855
Total Liabilities	$1
Net Assets	$435,854

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$7,972	$0

990-PF

Filed on April 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$26,495

Expenses

$33,536

Net Income

-$7,041

Net Assets

$436,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$323	1.2%
Dividends	$13,884	52.4%
Sales of Assets	$12,227	46.1%
Other Income	$61	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,969	80.4%
Compensation of Officers*	$8,020	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,221
Total Liabilities	$1
Net Assets	$436,220

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$8,020	$0

990-PF

Filed on April 22, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$31,692

Expenses

$33,160

Net Income

-$1,468

Net Assets

$443,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$404	1.3%
Dividends	$12,880	40.6%
Sales of Assets	$18,301	57.7%
Other Income	$107	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,026	78.5%
Compensation of Officers*	$8,208	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$443,184
Total Liabilities	$0
Net Assets	$443,184

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$8,208	$0

990-PF

Filed on April 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$56,169

Expenses

$32,170

Net Income

$23,999

Net Assets

$444,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$271	0.5%
Dividends	$11,433	20.4%
Sales of Assets	$44,447	79.1%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,969	80.7%
Compensation of Officers*	$8,113	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$444,652
Total Liabilities	$0
Net Assets	$444,652

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$8,113	$0

990-PF

Filed on April 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$28,510

Expenses

$29,960

Net Income

-$1,450

Net Assets

$420,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$92	0.3%
Dividends	$13,241	46.4%
Sales of Assets	$15,177	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,076	80.4%
Compensation of Officers*	$7,580	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$420,653
Total Liabilities	$0
Net Assets	$420,653

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$7,580	$0

990-PF

Filed on May 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$35,339

Expenses

$34,212

Net Income

$1,127

Net Assets

$422,103

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$12,664	35.8%
Sales of Assets	$22,662	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,270	82.6%
Compensation of Officers*	$7,666	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$422,103
Total Liabilities	$0
Net Assets	$422,103

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$7,666	$0

990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$39,421

Expenses

$30,752

Net Income

$8,669

Net Assets

$420,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$15,202	38.6%
Sales of Assets	$24,213	61.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,779	80.6%
Compensation of Officers*	$7,745	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$420,976
Total Liabilities	$0
Net Assets	$420,976

Compensation

Key Employees and Officers	Compensation	Other
D A Davidson Trust Co (Agent)	$7,745	$0

990-PF

Filed on May 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$34,312

Expenses

$28,122

Net Income

$6,190

Net Assets

$412,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$13,285	38.7%
Sales of Assets	$21,021	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,602	80.4%
Compensation of Officers*	$7,213	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$412,307
Total Liabilities	$0
Net Assets	$412,307

Compensation

Key Employees and Officers	Compensation	Other
Davidson Trust Co (Agent)	$7,213	$0

990-PF

Filed on May 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$25,157

Expenses

$27,830

Net Income

-$2,673

Net Assets

$406,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$13,790	54.8%
Sales of Assets	$11,332	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,509	80.9%
Compensation of Officers*	$6,984	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$406,117
Total Liabilities	$1
Net Assets	$406,116

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$20,224

Expenses

$22,601

Net Income

-$2,377

Net Assets

$408,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$13,445	66.5%
Sales of Assets	$6,755	33.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,476	77.3%
Compensation of Officers*	$6,897	30.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$408,790
Total Liabilities	$1
Net Assets	$408,789

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

David Oja Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $46.5k (2024)

Expenses $30.3k (2024)

Total Assets $453k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$46.5k (2024)

Expenses

$30.3k (2024)

Total Assets

$453k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2015

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2013

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