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

34

+0.0% YoY

Avg Grant Size

$18K

-4.6% YoY

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

3states

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
$0$424K$847K$1M$2M20202021202220232024
Metric202420232022
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

$0$164K$328K$491K$655K34 grants202030 grants202132 grants202234 grants202334 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UM FOUNDATION$185KUNIVERSITY OF WASHINGTON…$100KFIRST PRESBYTERIAN CHURCH$50KCM RUSSELL MUSEUM$30KGREAT FALLS PUBLIC SCHOO…$30KGREAT FALLS COMMUNITY FO…$25KGREAT FALLS SYMPHONY$25KAMERICAN RED CROSS$10KEASTER SEALS GOODWILL - …$10KGREAT FALLS RESCUE MISSI…$10K

Grant Size Distribution

164 grants across all recorded years

151<$50K6$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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

NameTitleHoursCompensation
IAN B DAVIDSONVICE PRESIDENT - DIRECTOR0.5
NANCY A DAVIDSONVICE PRESIDENT - DIRECTOR0.5
ANDREW I DAVIDSONPRESIDENT/SECRETARY - DIRE2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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