Jack a Marta & David a Marta Memorial Tr
Jack a Marta & David a Marta Memorial Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 8 grants totaling $91K. Net investment income was $135K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About Jack a Marta & David a Marta Memorial Tr
Based on IRS filings
Jack a Marta & David a Marta Memorial Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 8 grants totaling $91K. Net investment income was $135K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & 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 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Mary Alice Fortin Foundation for Youth
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Walter & Frances Green Charitable Trust
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Louise E Senft
GREAT FALLS, MT
Assets
$77K
Grants
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Total Given
$5K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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