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.
Key facts about Ada T Zucconi and Patricia M & William R
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.
- EIN
- 99-6425040
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $127,405
- Grants made (2025)
- 1
- Average grant
- $127,405
- Median grant
- $127,405
- Total assets
- $1,150,901
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
+36.1% YoY
Annual Giving
$127K
Grant Count
1
Avg Grant Size
$127K
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $127K.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $127,405 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $1,150,901 | $845,850 |
| Revenue | $455,961 | $862,128 |
| Expenses | $150,791 | $16,358 |
| Qualifying Distributions | $134,824 | $5,085 |
| Net Investment Income | $447,783 | $26,698 |
| Distributable Amount | $51,699 | $39,265 |
Data update history
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)
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.
Here's the math on researching Ada T Zucconi and Patricia M & William R by hand.
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