Davidson Family Foundation

GREAT FALLS, MT EIN: 81-0545443

The Davidson Family Foundation is a private 501(c)(3) grantmaking foundation based in Great Falls, Montana. Established in February 2002, the foundation operates as a family philanthropy focused on charitable giving within Montana and select other states.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.2M

+13.2% YoY

Annual Giving

$625K

-4.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

-4.6% YoY

Under IRS private-foundation payout rules, Davidson Family Foundation reported a distributable amount of $665K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking priorities include:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services
Arts and culture
Community support

The foundation demonstrates particular commitment to Montana-based organizations, with the majority of grants directed to Great Falls and surrounding communities.

Grantmaking

The foundation operates on an invite-only basis and does not accept unsolicited applications.

Grant Range

$5,000–$185,000

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Montana, with the majority of grants directed to Great Falls. Limited grants have been made to organizations in Washington state and Washington, D.C.

Grant Distribution by State

Montana $2.6M (88%)

Washington $250K (9%)

District of Columbia $110K (4%)

States

District of Columbia Montana Washington

Cities

BigforkBillingsBozemanColumbia FallsGreat FallsHelenaKalispellMissoulaPolsonRonanSeattleWashington

Financial History

Multi-year comparison from IRS filings

As of 2024:

Total assets: $7.16 million
Total revenue: $1.54 million
Total expenses: $705,000
Total liabilities: $0

As of 2023:

Total assets: $6.33 million
Total revenue: $684,297
Total expenses: $716,288

Giving rate: Approximately 10.4% of assets annually

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,161,582	$6,325,578	$6,357,569
Revenue	$1,540,591	$684,297	$763,027
Expenses	$704,587	$716,288	$691,415
Qualifying Distributions	$629,100	$659,275	$624,655
Net Investment Income	$1,478,690	$627,284	$704,378
Distributable Amount	$664,697	$628,075	$659,031

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

164 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Um Foundation ($185,000), University of Washington Medical School ($100,000), First Presbyterian Church ($50,000).

Recipient	Purpose	Amount
AMERICAN RED CROSS WASHINGTON, DC	GENERAL SUPPORT	$10,000
BENFIS HEALTH SYSTEM FOUNDATION GREAT FALLS, MT	MEMORY FOR DONNA CADY TO PEACE HOSPICE	$5,000
BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA HELENA, MT	GENERAL SUPPORT	$5,000
CM RUSSELL MUSEUM GREAT FALLS, MT	GENERAL SUPPORT	$30,000
EAGLE MOUNT GREAT FALLS, MT	GENERAL SUPPORT	$5,000
EASTER SEALS GOODWILL - NORTHERN ROCKY MOUNTAIN GREAT FALLS, MT	GENERAL SUPPORT	$10,000
FIRST PRESBYTERIAN CHURCH GREAT FALLS, MT	GENERAL SUPPORT	$50,000
FLATHEAD BOYS AND GIRLS CLUB RONAN, MT	GENERAL SUPPORT	$5,000
FLATHEAD LAKERS POLSON, MT	GENERAL SUPPORT	$5,000
GLACIER NATIONAL PARK CONSERVANCY COLUMBIA FALLS, MT	GENERAL SUPPORT	$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by three family members:

Andrew I Davidson – President/Secretary, Director (2 hours per week)
Ian B Davidson – Vice President, Director (0.5 hours per week)
Nancy A Davidson – Vice President, Director (0.5 hours per week)

All three serve without compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
IAN B DAVIDSON	VICE PRESIDENT - DIRECTOR	0.5	—
NANCY A DAVIDSON	VICE PRESIDENT - DIRECTOR	0.5	—
ANDREW I DAVIDSON	PRESIDENT/SECRETARY - DIRE	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Davidson Family Foundation fund?

The foundation's grantmaking priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Arts and culture • Community support The foundation demonstrates particular commitment to Montana-based organizations, with the majority of grants directed to Great Falls and surrounding communities.

How do I apply for a grant from Davidson Family Foundation?

**Grant Activity:** • Annual giving: Approximately $625,000–$659,000 • Number of grants: 32–34 grants annually • Grant range: $5,000–$185,000 • Median grant size: $5,000 **Recent Grantees (2023):** • Association of American Red Cross Retirees ($100,000) • Great Falls Community Food Bank ($25,000) • Great Falls Symphony Association ($25,000) • Great Falls Public Schools Foundation ($25,000) • Alzheimer's Association – Montana Chapter • Center for Mental Health Foundation • United Way of Cascade …

Where does Davidson Family Foundation make grants?

The foundation primarily funds organizations in Montana, with the majority of grants directed to Great Falls. Limited grants have been made to organizations in Washington state and Washington, D.C.

What size grants does Davidson Family Foundation award?

In 2024, Davidson Family Foundation awarded 34 grants totaling $625K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Davidson Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Davidson Family Foundation reported a distributable amount of $665K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.