Private Foundation

ZELLER FAMILY FOUNDATION C/O D A DAVIDSON TRUST CO

ZELLER FAMILY FOUNDATION C/O D A DAVIDSON TRUST CO is a Private Foundation headquartered in GREAT FALLS, MT. Financial data from the 2025 filing: $123K revenue, $106K expenses, $1.9M total assets. IRS filings disclose 81 grants awarded by this foundation, totaling roughly $742K.

EIN: 477398637 GREAT FALLS, MT Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$123K
Total Expenses$106K
Total Assets$1.9M
Grants Given81
Grant Total$742K
Filing Years2021–2025

Sample Grants Given

ST ANN'S PARISH FORT SHAW
FORT SHAW, MT · 2025
PROGRAMS
$16,605
GREAT FALLS RESCUE MISSION
GREAT FALLS, MT · 2025
PROGRAMS
$8,302
BENEFIS HEALTH SYSTEM
GREAT FALLS, MT · 2025
PROGRAMS
$8,302
CASCADE 4-H FOUNDATION
GREAT FALLS, MT · 2025
PROGRAMS
$8,302
CENTRAL CATHOLIC HIGH SCHOOL
GREAT FALLS, MT · 2025
PROGRAMS
$8,302

Showing up to 5 of 81 total records — full history available with membership.

Officers & Directors

TRUSTEE D A Davidson Trust Co

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROGRAMS
$741,546 81 grants

Financial Trends

Year Revenue Expenses Assets
2025 $123K $106K $1.9M
2024 $129K $123K $1.9M
2023 $-2K $109K $1.8M
2022 $38K $155K $1.9M
2021 $133K $68K $2.0M

Between 2021 and 2025, reported annual revenue declined from $133K to $123K (-8%), with total assets most recently reported at $1.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MT.

MT

Full geographic grant map with state-by-state breakdown available with membership.

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