Zeller Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $97K. Net investment income was $122K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+2.7% YoY
Annual Giving
$97K
+15.4% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$11K
+15.4% YoY
Under IRS private-foundation payout rules, Zeller Family Foundation reported a distributable amount of $96K for 2024 — the minimum it must pay out in qualifying distributions.
About Zeller Family Foundation
Based on IRS filings
Zeller Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 9 grants totaling $97K. Net investment income was $122K.
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 | $1,863,599 | $1,815,243 | $1,888,377 |
| Revenue | $128,964 | $-1,763 | $37,580 |
| Expenses | $122,740 | $108,987 | $154,729 |
| Qualifying Distributions | $104,049 | $90,687 | $129,645 |
| Net Investment Income | $121,875 | $8,854 | $34,988 |
| Distributable Amount | $96,047 | $91,583 | $94,958 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Ann's Parish Fort Shaw ($25,924), Benefis Health System ($8,925), Cascade 4-h Foundation ($8,925).
| Recipient | Purpose | Amount |
|---|---|---|
| BENEFIS HEALTH SYSTEM GREAT FALLS, MT | PROGRAMS | $8,925 |
| CASCADE 4-H FOUNDATION GREAT FALLS, MT | PROGRAMS | $8,925 |
| CENTRAL CATHOLIC HIGH SCHOOL GREAT FALLS, MT | PROGRAMS | $8,925 |
| EASTER SEALS GOODWILL GREAT FALLS, MT | PROGRAMS | $8,925 |
| GREAT FALLS RESCUE MISSION GREAT FALLS, MT | PROGRAMS | $8,925 |
| GREAT FALLS SALVATION ARMY GREAT FALLS, MT | PROGRAMS | $8,925 |
| ST ANN'S PARISH FORT SHAW FORT SHAW, MT | PROGRAMS | $25,924 |
| SUN RIVER VALLEY SCHOOL DISTRICT SIMMS, MT | PROGRAMS | $8,925 |
| UNIVERSITY OF PROVIDENCE GREAT FALLS, MT | PROGRAMS | $8,925 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| D A DAVIDSON TRUST CO | TRUSTEE | 5 | $18,603 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Zeller Family Foundation?
Zeller Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. It holds $1.9M in total assets as of 2024.
How large is Zeller Family Foundation?
As of 2024, Zeller Family Foundation holds $1.9M in total assets with $129K in annual revenue. It awarded 9 grants totaling $97K in 2024.
Where does Zeller Family Foundation operate?
Zeller Family Foundation has awarded grants in Montana.
What size grants does Zeller Family Foundation award?
In 2024, Zeller Family Foundation awarded 9 grants totaling $97K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Zeller Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Zeller Family Foundation reported a distributable amount of $96K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Zeller Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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