Gerald and Marijean Raab Tr FBO
Gerald and Marijean Raab Tr FBO is a private foundation focused on Education, based in Great Falls, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $456K in total assets. In 2025, it awarded 1 grant totaling $25K. Net investment income was $28K.
Gerald and Marijean Raab Tr FBO at a glance
In short: Gerald and Marijean Raab Tr FBO gave $25K across 1 grant in 2025 (avg $25K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $24,950
- +1.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $24,950
- +1.8% vs 2024
- Median grant
- $24,950
- Total assets
- $455,664
- -1.0% 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 Gerald and Marijean Raab Tr FBO funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Billings Education Foundation ($25K).
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 22 grants of 22 (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 Gerald and Marijean Raab Tr FBO gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 134% 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
From 2020 to 2025, annual grant giving ranged from $24K (2023) to $55K (2020). In 2025 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Billings Education Foundation Billings, MT | Scholarships | $24,950 |
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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 | $455,664 | $32,105 | $36,142 | $24,950 | 1 | $32,119 | $28,082 | $23,993 |
| 2024 | $460,136 | $37,926 | $35,680 | $24,500 | 1 | $31,450 | $33,696 | $24,922 |
| 2023 | $457,743 | $20,452 | $34,700 | $24,000 | 6 | $30,710 | $16,462 | $24,112 |
| 2022 | $471,809 | $17,197 | $39,572 | $28,490 | 7 | $35,611 | $13,236 | $24,250 |
| 2021 | $494,397 | $35,714 | $40,232 | $28,000 | 7 | $33,461 | $28,943 | $27,559 |
| 2020 | $499,517 | $18,891 | $69,871 | $54,886 | 13 | — | $9,044 | $25,956 |
Under IRS private-foundation payout rules, Gerald and Marijean Raab Tr FBO reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gerald and Marijean Raab Tr FBO's only listed officer is DA Davidson Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
DA Davidson Trust Company
Trustee
On filings since 2020
10 hrs/week
$9K (2022) → $9K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $9K, to Da Davidson Trust Company (Trustee).
Frequently asked questions about Gerald and Marijean Raab Tr FBO
How much does Gerald and Marijean Raab Tr FBO give each year?
Gerald and Marijean Raab Tr FBO gave $25K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.
How large is Gerald and Marijean Raab Tr FBO?
Gerald and Marijean Raab Tr FBO reported $456K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
What is Gerald and Marijean Raab Tr FBO?
Gerald and Marijean Raab Tr FBO is a private foundation focused on Education, based in Great Falls, MT. It holds $456K in total assets as of 2025.
Where does Gerald and Marijean Raab Tr FBO operate?
Gerald and Marijean Raab Tr FBO has awarded grants in Montana.
What is Gerald and Marijean Raab Tr FBO's EIN?
Gerald and Marijean Raab Tr FBO's EIN (Employer Identification Number) is 61-6622957. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 26, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 24, 2026)
- IRS filings on file for fiscal years 2020–2025
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