Jack a Marta & David a Marta Memorial Tr
GREAT FALLS, MT EIN: 27-6731226
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.6M
+2.8% YoY
Annual Giving
$91K
+5.7% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$11K
+5.7% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,620,652 | $1,576,538 | $1,606,842 |
| Revenue | $162,657 | $82,856 | $78,905 |
| Expenses | $120,031 | $111,783 | $133,671 |
| Qualifying Distributions | $91,098 | $86,215 | $104,644 |
| Net Investment Income | $135,313 | $57,833 | $52,707 |
| Distributable Amount | $89,323 | $86,625 | $93,139 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Jack a Marta & David a Marta Memorial Tr fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DA DAVIDSON TRUST COMPANY | Trustee | 2 | $25,893 |
| ROBERT BASSETT II | Trustee | 0.5 | $713 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Montana $310K (55%)
California $113K (20%)
Arizona $70K (12%)
Utah $70K (12%)
States
Cities
BillingsBozemanColtonMissoulaPhoenizPortervilleSalt Lake City
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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