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 2024 filing: $129K revenue, $123K expenses, $1.9M total assets. IRS filings disclose 72 grants awarded by this foundation, totaling roughly $661K.

EIN: 477398637 GREAT FALLS, MT Latest filing: 2024

Total Revenue$129K

Total Expenses$123K

Total Assets$1.9M

Grants Given72

Grant Total$661K

Filing Years2020–2024

Sample Grants Given

ST ANN'S PARISH FORT SHAW

FORT SHAW, MT · 2024

PROGRAMS

$25,924

GREAT FALLS SALVATION ARMY

GREAT FALLS, MT · 2024

PROGRAMS

$8,925

SUN RIVER VALLEY SCHOOL DISTRICT

SIMMS, MT · 2024

PROGRAMS

$8,925

UNIVERSITY OF PROVIDENCE

GREAT FALLS, MT · 2024

PROGRAMS

$8,925

GREAT FALLS RESCUE MISSION

GREAT FALLS, MT · 2024

PROGRAMS

$8,925

Showing up to 5 of 72 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

$660,525 72 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$129K	$123K	$1.9M
2023	$-2K	$109K	$1.8M
2022	$38K	$155K	$1.9M
2021	$133K	$68K	$2.0M
2020	$87K	$61K	$1.9M

Between 2020 and 2024, reported annual revenue grew from $87K to $129K (+48%), 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.

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

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