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Jack A Marta And David A Marta Memorial Trust is a private trust based in GREAT FALLS, MT. The foundation received its IRS ruling in 2012. The principal officer is Davidson Trust Co. It holds total assets of $1.6M. Annual income is reported at $611K. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including Montana, California, Arizona. According to available records, Jack A Marta And David A Marta Memorial Trust has made 24 grants totaling $308K, with a median grant of $11K. Annual giving has grown from $98K in 2021 to $209K in 2022. Individual grants have ranged from $10K to $24K, with an average award of $13K. The foundation has supported 9 unique organizations. The foundation primarily supports organizations in Montana, California, Utah, which account for 88% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$11K
Average Grant
$12K
Largest Grant
$22K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Jack A Marta And David A Marta Memorial Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in MT, CA, UT.
Jack A Marta And David A Marta Memorial Trust has distributed a total of $308K across 24 grants. The median grant size is $11K, with an average of $13K. Individual grants have ranged from $10K to $24K.
Jack A Marta And David A Marta Memorial Trust typically selects its grantees rather than accepting unsolicited proposals.
Jack A Marta And David A Marta Memorial Trust is headquartered in GREAT FALLS, MT. While based in MT, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Da Davidson Trust Company | Trustee | $24K | $0 | $24K |
| Robert Bassett Ii | Trustee | $0 | $0 | N/A |
Total Giving
$112K
Total Assets
$1.6M
Fair Market Value
$1.8M
Net Worth
$1.6M
Grants Paid
$86K
Contributions
N/A
Net Investment Income
$58K
Distribution Amount
$87K
Total: $1.5M
Total Grants
24
Total Giving
$308K
Average Grant
$13K
Median Grant
$11K
Unique Recipients
9
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Yellowstone Boys Girls Ranch FndOPERATIONS | Billings, MT | $24K | 2022 |
| Make A Wish FoundationOPERATIONS | Phoeniz, AZ | $13K | 2022 |
| Intermountain Healthcare FoundationOPERATIONS | Salt Lake City, UT | $13K | 2022 |
| Eagle MountOPERATIONS | Bozeman, MT | $13K | 2022 |
| Burn Institute- Inland EmpireOPERATIONS | Colton, CA | $10K | 2022 |
| Central California Family Crisis CeOPERATIONS | Porterville, CA | $10K | 2022 |
| YwcaOPERATIONS | Missoula, MT | $10K | 2022 |
| First Step Resource CenterOPERATIONS | Missoula, MT | $10K | 2022 |
| Primary Childrens HospitalOPERATIONS | Salt Lake City, UT | $12K | 2021 |