Ada T Zucconi and Patricia M & William R
Ada T Zucconi and Patricia M & William R is a private foundation, based in Great Falls, MT. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $127K. Net investment income was $448K.
Ada T Zucconi and Patricia M & William R at a glance
In short: Ada T Zucconi and Patricia M & William R gave $127K across 1 grant in 2025 (avg $127K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $127,405
- Grants made (2025)
- 1
- Average grant
- $127,405
- Median grant
- $127,405
- Total assets
- $1,150,901
- +36.1% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ada T Zucconi and Patricia M & William R funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Ada T Zucconi and Patricia M & William R gives
- In 2025 it paid out 261% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $127K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $127,405 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,150,901 | $455,961 | $150,791 | $127,405 | 1 | $134,824 | $447,783 | $51,699 |
| 2024 | $845,850 | $862,128 | $16,358 | — | — | $5,085 | $26,698 | $39,265 |
Under IRS private-foundation payout rules, Ada T Zucconi and Patricia M & William R reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ada T Zucconi and Patricia M & William R's only listed officer is D A Davidson Trust CO, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
D A Davidson Trust CO
Trustee
On filings since 2024
5 hrs/week
$11K (2024) → $20K (2025)
Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $20K, to D a Davidson Trust CO (Trustee).
Frequently asked questions about Ada T Zucconi and Patricia M & William R
How much does Ada T Zucconi and Patricia M & William R give each year?
Ada T Zucconi and Patricia M & William R gave $127K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Ada T Zucconi and Patricia M & William R?
Ada T Zucconi and Patricia M & William R reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $135K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
Where does Ada T Zucconi and Patricia M & William R operate?
Ada T Zucconi and Patricia M & William R has awarded grants in Montana.
What is Ada T Zucconi and Patricia M & William R's EIN?
Ada T Zucconi and Patricia M & William R's EIN (Employer Identification Number) is 99-6425040. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS May 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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