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EIN 27-6731226

Jack A Marta and David A Marta Memorial Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Great Falls
State
Montana
Year formed
2012
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Jack A Marta and David A Marta Memorial Trust is a private foundation located in Portland, OR that primarily funds operations. It made eight grants last year to grantees such as Yellowstone Boys Girls Ranch FND and others.
Also known as...
Robert M Bassett Ii Ttee
Total revenues
$82,856
2023
Total expenses
$111,783
2023
Total assets
$1,576,538
2023
Num. employees
0
2023

Grants made by Jack A Marta and David A Marta Memorial Trust

GranteeGrant descriptionAmount
Eagle MountOperations$10,777
Intermountain Healthcare FoundationOperations$10,777
Fire and Burn FoundationOperations$8,621

Personnel at Jack A Marta and David A Marta Memorial Trust

NameTitleCompensation
Davidson Trust CoTrustee$0

Financials for Jack A Marta and David A Marta Memorial Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$40,996
Net rental income$0
Net gain from sale of non-inventory assets$41,860
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$82,856

Form 990s for Jack A Marta and David A Marta Memorial Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-19990PFView PDF
2022-122023-05-10990PFView PDF
2021-122022-05-03990PFView PDF
2020-122021-04-29990PFView PDF
2019-122020-09-11990PRView PDF
...and 8 more Form 990s

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Dalebrook Endowment Fund TaiPhoenix, AZ$181,773
Marian Lockwood Devine FoundationBaltimore, MD$122,042
The 1912 Charitable FoundationBluefield, WV$101,318
H P Bridges 1952 Main Ac Ta-IrrevAmherst, NY$106,716
Yoga Research FoundationMiami, FL$224,727
J Clifford and Ruth M Kopp Charitable 46v019017Lancaster, PA$188,763
TR Uw Pordway-GeneralDallas, TX$134,643
Barnes Bradley-Nab Library TR UwDallas, TX$116,599
William E and Theresa M Rubert Memorial TrustMalvern, PA$192,528
TR Uw Charles Smith for the CharlesBrooklyn, OH$211,842
Data update history
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 24, 2023
Updated personnel
Identified 1 new personnel
July 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 2309
Great Falls, MT 59403
Metro area
Great Falls, MT
County
Cascade County, MT
Phone
(406) 791-7320
IRS details
EIN
27-6731226
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2012
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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