Jack a Marta & David a Marta Memorial Tr
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
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 40 grants of 40 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Yellowstone Boys Girls Ranch Fnd Billings, MT | Operations | $21,100 |
| Eagle Mount Bozeman, MT | Operations | $11,722 |
| Make a Wish Foundation Phoeniz, AZ | Operations | $11,721 |
| Intermountain Healthcare Foundation Salt Lake City, UT | Operations | $11,721 |
| Burn Institute- Inland Empire Colton, CA | Operations | $9,378 |
| Central California Family Crisis Ce Porterville, CA | Operations | $9,378 |
| YWCA Missoula, MT | Operations | $9,378 |
| First Step Resource Center Missoula, MT | Operations | $9,378 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 19, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- 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
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.
Here's the math on researching Jack a Marta & David a Marta Memorial Tr by hand.
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