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
Under IRS private-foundation payout rules, Jack a Marta & David a Marta Memorial Tr reported a distributable amount of $89K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Yellowstone Boys Girls Ranch Fnd ($20,497), Make a Wish Foundation ($11,387), Intermountain Healthcare Foundation ($11,387).
| Recipient | Purpose | Amount |
|---|---|---|
| BURN INSTITUTE- INLAND EMPIRE COLTON, CA | OPERATIONS | $9,110 |
| CENTRAL CALIFORNIA FAMILY CRISIS CE PORTERVILLE, CA | OPERATIONS | $9,110 |
| MAKE A WISH FOUNDATION PHOENIZ, AZ | OPERATIONS | $11,387 |
| YELLOWSTONE BOYS GIRLS RANCH FND BILLINGS, MT | OPERATIONS | $20,497 |
| INTERMOUNTAIN HEALTHCARE FOUNDATION SALT LAKE CITY, UT | OPERATIONS | $11,387 |
| EAGLE MOUNT BOZEMAN, MT | OPERATIONS | $11,387 |
| YWCA MISSOULA, MT | OPERATIONS | $9,110 |
| FIRST STEP RESOURCE CENTER MISSOULA, MT | OPERATIONS | $9,110 |
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
Frequently Asked Questions
What is 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. It holds $1.6M in total assets as of 2024.
How large is Jack a Marta & David a Marta Memorial Tr?
As of 2024, Jack a Marta & David a Marta Memorial Tr holds $1.6M in total assets with $163K in annual revenue. It awarded 8 grants totaling $91K in 2024.
Where does Jack a Marta & David a Marta Memorial Tr operate?
Jack a Marta & David a Marta Memorial Tr has awarded grants in Arizona, California, Montana, Utah.
What size grants does Jack a Marta & David a Marta Memorial Tr award?
In 2024, Jack a Marta & David a Marta Memorial Tr awarded 8 grants totaling $91K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Jack a Marta & David a Marta Memorial Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jack a Marta & David a Marta Memorial Tr reported a distributable amount of $89K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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