Jack A Marta And David A Marta Memorial Tr
- Assets
- $1.6m
- Revenue
- $82.9k
- Investments
- $1.5m
- Employees
- 0
- Location
- Great Falls, MT
- Founding
- 04/2012
- Data as of
- 12/2023
- EIN
- 27-6731226
Organization Overview
Jack A Marta And David A Marta Memorial Tr is located in Great Falls, MT. The organization was established in 2012. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jack A Marta And David A Marta Memorial Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Jack A Marta And David A Marta Memorial Tr generated $82.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.7% each year. All expenses for the organization totaled $111.8k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Jack A Marta And David A Marta Memorial Tr has awarded 48 individual grants totaling $571,137. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Da Davidson Trust Company Trustee | 2 | $24,223 | |
Robert Bassett II Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $40,996 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $41,860 |
| Capital Gain Net Income | $41,860 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $82,856 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $24,223 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $300 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $45 |
| Total operating and administrative expenses | $25,568 |
| Contributions, gifts, grants paid | $86,215 |
| Total expenses and disbursements | $111,783 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $41,395 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,576,538 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jack A Marta And David A Marta Memorial Tr has awarded $86,215 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
BURN INSTITUTE- INLAND EMPIRE PURPOSE: OPERATIONS | $8,621 |
CENTRAL CALIFORNIA FAMILY CRISIS CE PURPOSE: OPERATIONS | $8,621 |
MAKE A WISH FOUNDATION PURPOSE: OPERATIONS | $10,777 |
EAGLE MOUNT PURPOSE: OPERATIONS | $10,777 |
INTERMOUNTAIN HEALTHCARE FOUNDATION PURPOSE: OPERATIONS | $10,777 |
YELLOWSTONE BOYS GIRLS RANCH FND PURPOSE: OPERATIONS | $19,399 |