Jack a Marta & David a Marta Memorial Tr

Private foundation · Grantmaker Great Falls, MT EIN: 27-6731226

Jack a Marta & David a Marta Memorial Tr is a private foundation, based in Great Falls, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 8 grants totaling $94K. Net investment income was $107K.

Key facts about Jack a Marta & David a Marta Memorial Tr

In short: Jack a Marta & David a Marta Memorial Tr gave $94K across 8 grants in 2025 (avg $12K), mostly in Montana. Source: 2025 IRS Form 990-PF.

EIN
27-6731226
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$93,776
Grants made (2025)
8
Average grant
$11,722
Median grant
$10,550
Total assets
$1,630,275
Primary geography
Montana (55% 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

$1.6M

+0.6% YoY

Annual Giving

$94K

+2.9% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$12K

+2.9% YoY

Under IRS private-foundation payout rules, Jack a Marta & David a Marta Memorial Tr reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.

How Jack a Marta & David a Marta Memorial Tr gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

4states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

MissoulaBillingsBozemanColtonPhoenizPortervilleSalt Lake City

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K8 grants2019 8 grants2020 8 grants2021 8 grants2022 8 grants2023 8 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $86K (2023) to $105K (2022). In 2025 it made 8 grants totaling $94K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Yellowstone Boys Girls Ranch Fnd: $21KYellowstone Boys Girls RanchFnd$21KEagle Mount: $12KEagle Mount$12KMake a Wish Foundation: $12KMake a Wish Foundation$12KIntermountain Healthcare Foundation: $12KIntermountain HealthcareFoundation$12KBurn Institute- Inland Empire: $9KBurn Institute- Inland Empire$9KCentral California Family Crisis Ce: $9KCentral California FamilyCrisis Ce$9KYWCA: $9KYWCA$9KFirst Step Resource Center: $9KFirst Step Resource Center$9K

The largest 2025 recipient was Yellowstone Boys Girls Ranch Fnd ($21K). Together the top 8 received $94K.

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 40 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Yellowstone Boys Girls Ranch Fnd Billings, MTOperations$21,100
Eagle Mount Bozeman, MTOperations$11,722
Make a Wish Foundation Phoeniz, AZOperations$11,721
Intermountain Healthcare Foundation Salt Lake City, UTOperations$11,721
Burn Institute- Inland Empire Colton, CAOperations$9,378
Central California Family Crisis Ce Porterville, CAOperations$9,378
YWCA Missoula, MTOperations$9,378
First Step Resource Center Missoula, MTOperations$9,378

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,630,275$1,620,652$1,576,538
Revenue$134,159$162,657$82,856
Expenses$124,587$120,031$111,783
Qualifying Distributions$93,776$91,098$86,215
Net Investment Income$106,820$135,313$57,833
Distributable Amount$94,276$89,323$86,625

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 19, 2020)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)

Leadership & Key People

Officers and directors from IRS filings

Jack a Marta & David a Marta Memorial Tr's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • DA Davidson Trust Company

    Trustee

    On filings since 2019

    2 hrs/week

    $26K (2022) → $26K (2025)

  • Robert Bassett II

    Trustee

    On filings since 2019

    0.5 hrs/week

    $713 (2024) → $0 (2025)

Data from IRS Form 990 filings, 2019–2025. "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

Da Davidson Trust Company — Trustee: $26KDa Davidson Trust…Trustee$26K

The highest reported compensation on the 2025 filing was $26K, to Da Davidson Trust Company (Trustee).

Frequently asked questions about Jack a Marta & David a Marta Memorial Tr

How much does Jack a Marta & David a Marta Memorial Tr give each year?

Jack a Marta & David a Marta Memorial Tr gave $94K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $91K across 8 grants.

What is Jack a Marta & David a Marta Memorial Tr's typical grant size?

Jack a Marta & David a Marta Memorial Tr's median grant in 2025 was $10,550, and its average grant was $11,722, across 8 grants on its 2025 IRS Form 990-PF.

Where does Jack a Marta & David a Marta Memorial Tr give grants?

Jack a Marta & David a Marta Memorial Tr gives mostly in Montana: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (20%) and Arizona (12%). The most frequent recipient cities were Missoula, MT (2 grants).

Does Jack a Marta & David a Marta Memorial Tr give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Jack a Marta & David a Marta Memorial Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (8 grants).

Who are Jack a Marta & David a Marta Memorial Tr's largest grantees?

Jack a Marta & David a Marta Memorial Tr's largest 2025 grantees include Yellowstone Boys Girls Ranch Fnd ($21,100), Eagle Mount ($11,722) and Make a Wish Foundation ($11,721), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.

How large is Jack a Marta & David a Marta Memorial Tr?

Jack a Marta & David a Marta Memorial Tr reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $94K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Jack a Marta & David a Marta Memorial Tr's EIN?

Jack a Marta & David a Marta Memorial Tr's EIN (Employer Identification Number) is 27-6731226. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

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