Zeller Family Foundation

GREAT FALLS, MT EIN: 47-7398637

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$85K$128K$170K20202021202220232024
Metric202420232022
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

$0$31K$62K$92K$123K9 grants20209 grants20219 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

ST ANN'S PARISH FORT SHAW$26KBENEFIS HEALTH SYSTEM$9KCASCADE 4-H FOUNDATION$9KCENTRAL CATHOLIC HIGH SC…$9KEASTER SEALS GOODWILL$9KGREAT FALLS RESCUE MISSION$9KGREAT FALLS SALVATION ARMY$9KSUN RIVER VALLEY SCHOOL …$9KUNIVERSITY OF PROVIDENCE$9K

Grant Size Distribution

45 grants across all recorded years

45<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Zeller Family Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

D A DAVIDSON TRUST COTRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
D A DAVIDSON TRUST COTRUSTEE5$18,603

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Fort ShawGreat FallsSimms

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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