Ada T Zucconi and Patricia M & William R

Private foundation · Grantmaker Great Falls, MT EIN: 99-6425040

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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Great Falls

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K0 grants2024 1 grant2025

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

<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$127,405

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2024 2025
Metric20252024
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

  1. Added Form 990-PF for fiscal year 2024 (received by the IRS May 30, 2025)
  2. 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

D a Davidson Trust CO — Trustee: $20KD a Davidson Trust COTrustee$20K

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.

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