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Also known as: C/O D A DAVIDSON TRUST CO
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Zeller Family Foundation is a private trust based in GREAT FALLS, MT. The foundation received its IRS ruling in 2016. The principal officer is D A Davidson Trust Co. It holds total assets of $1.9M. Annual income is reported at $293K. The foundation is governed by 1 officer or trustee. 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. Grantmaking is concentrated in Montana. According to available records, Zeller Family Foundation has made 36 grants totaling $371K, with a median grant of $12K. Annual giving has grown from $40K in 2021 to $84K in 2023. Grantmaking activity was highest in 2022 with $246K distributed across 18 grants. Individual grants have ranged from $4K to $25K, with an average award of $10K. The foundation has supported 9 unique organizations. Grant recipients are concentrated in Montana. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$4K
Average Grant
$4K
Largest Grant
$7K
Based on 9 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.
Zeller Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 36 grants. Its grantmaking reaches organizations primarily in MT.
Zeller Family Foundation has distributed a total of $371K across 36 grants. The median grant size is $12K, with an average of $10K. Individual grants have ranged from $4K to $25K.
Zeller Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Zeller Family Foundation is headquartered in GREAT FALLS, MT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| D A Davidson Trust Co | TRUSTEE | $18K | $0 | $18K |
Total Giving
$109K
Total Assets
$1.8M
Fair Market Value
$1.9M
Net Worth
$1.8M
Grants Paid
$84K
Contributions
N/A
Net Investment Income
$9K
Distribution Amount
$92K
Total: N/A
Total Grants
36
Total Giving
$371K
Average Grant
$10K
Median Grant
$12K
Unique Recipients
9
Most Common Grant
$12K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Ann'S Parish Fort ShawPROGRAMS | Fort Shaw, MT | $14K | 2023 |
| Great Falls Salvation ArmyPROGRAMS | Great Falls, MT | $9K | 2023 |
| Central Catholic High SchoolPROGRAMS | Great Falls, MT | $9K | 2023 |
| Cascade 4-H FoundationPROGRAMS | Great Falls, MT | $9K | 2023 |
| Easter Seals GoodwillPROGRAMS | Great Falls, MT | $9K | 2023 |
| Great Falls Rescue MissionPROGRAMS | Great Falls, MT | $9K | 2023 |
| University Of ProvidencePROGRAMS | Great Falls, MT | $9K | 2023 |
| Benefis Health SystemPROGRAMS | Great Falls, MT | $9K | 2023 |
| Sun River Valley School DistrictPROGRAMS | Simms, MT | $9K | 2023 |