Zeller Family Foundation
Zeller Family Foundation is a private foundation, based in Great Falls, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 9 grants totaling $81K. Net investment income was $87K.
Zeller Family Foundation at a glance
In short: Zeller Family Foundation gave $81K across 9 grants in 2025 (avg $9K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,021
- -16.8% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $9,002
- -16.8% vs 2024
- Median grant
- $8,302
- Total assets
- $1,880,654
- +0.9% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Zeller Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was St Ann's Parish Fort Shaw ($17K). Together the top 9 received $81K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Zeller Family Foundation gives
- Giving fell 34% from 2022 to 2025. Method
- In 2025 it paid out 88% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $36K (2020) to $130K (2019). In 2025 it made 9 grants totaling $81K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Ann's Parish Fort Shaw Fort Shaw, MT | Programs | $16,605 |
| Benefis Health System Great Falls, MT | Programs | $8,302 |
| Cascade 4-H Foundation Great Falls, MT | Programs | $8,302 |
| Central Catholic High School Great Falls, MT | Programs | $8,302 |
| Great Falls Rescue Mission Great Falls, MT | Programs | $8,302 |
| Great Falls Salvation Army Great Falls, MT | Programs | $8,302 |
| Sun River Valley School District Simms, MT | Programs | $8,302 |
| University of Providence Great Falls, MT | Programs | $8,302 |
| Easter Seals Goodwill Great Falls, MT | Programs | $6,302 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,880,654 | $122,704 | $105,649 | $81,021 | 9 | $87,926 | $86,688 | $99,690 |
| 2024 | $1,863,599 | $128,964 | $122,740 | $97,324 | 9 | $104,049 | $121,875 | $96,047 |
| 2023 | $1,815,243 | $-1,763 | $108,987 | $84,323 | 9 | $90,687 | $8,854 | $91,583 |
| 2022 | $1,888,377 | $37,580 | $154,729 | $123,044 | 9 | $129,645 | $34,988 | $94,958 |
| 2021 | $1,965,273 | $133,109 | $68,427 | $40,433 | 9 | $47,497 | $128,680 | $104,897 |
| 2020 | $1,857,331 | $87,037 | $60,852 | $35,613 | 9 | — | $84,048 | $95,199 |
| 2019 | $1,791,909 | $60,561 | $154,915 | $130,305 | 9 | — | $56,973 | $94,418 |
Under IRS private-foundation payout rules, Zeller Family Foundation reported a distributable amount of $100K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Zeller Family Foundation's only listed officer is D A Davidson Trust CO, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
D A Davidson Trust CO
Trustee
On filings since 2019
5 hrs/week
$18K (2019) → $19K (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 $19K, to D a Davidson Trust CO (Trustee).
Frequently asked questions about Zeller Family Foundation
How much does Zeller Family Foundation give each year?
Zeller Family Foundation gave $81K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $97K across 9 grants.
What is Zeller Family Foundation's typical grant size?
Zeller Family Foundation's median grant in 2025 was $8,302, and its average grant was $9,002, across 9 grants on its 2025 IRS Form 990-PF.
Where does Zeller Family Foundation give grants?
Zeller Family Foundation gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Great Falls, MT (7 grants).
Does Zeller Family Foundation give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Zeller Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Programs" (9 grants).
Who are Zeller Family Foundation's largest grantees?
Zeller Family Foundation's largest 2025 grantees include St Ann's Parish Fort Shaw ($16,605), Benefis Health System ($8,302) and Cascade 4-H Foundation ($8,302), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Zeller Family Foundation?
Zeller Family Foundation reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $88K in qualifying distributions that year, against a required minimum of $100K (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 Zeller Family Foundation's EIN?
Zeller Family Foundation's EIN (Employer Identification Number) is 47-7398637. 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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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