Nonprofit · EIN 27-6298924
LEE AND DONNA METCALF CHARITABLE TR
Also known as PETER MICHAEL MELOY TTEE
Tax-exempt · HELENA, MT 59624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $84,827 | $81,800 | $3,027 | $1,376,066 | $0 | $1,376,066 |
| December 31, 2024 | 990-PF | $125,015 | $51,222 | $73,793 | $1,373,039 | $0 | $1,373,039 |
| December 31, 2023 | 990-PF | $51,141 | $81,236 | -$30,095 | $1,299,246 | $0 | $1,299,246 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $9,241
- Dividends
- $46,687
- Interest
- $1,056
- Net gain from sales of assets
- $27,843
Expenses
- Grants and similar amounts paid
- $63,196
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $65,531
- Excise tax on investment income
- $849
Balance sheet and other
- Total assets, start of year
- $1,373,039
- Total assets, end of year
- $1,376,066
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,376,066
- Fair market value of assets
- $1,906,764
- Qualifying distributions
- $65,531
- Net investment income
- $75,586
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER MICHAEL MELOY PO BOX 1241, HELENA, MT 59624 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER MICHAEL MELOY PO BOX 1241, HELENA, MT 59624 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER MICHAEL MELOY PO BOX 1241, HELENA, MT 59624 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1241, HELENA, MT 59624-1241
- Signed the 990-PF
- PETER MICHANEL MELOY, TRUSTEE
- Phone
- (406) 442-8670
- Return prepared by
- PINION LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6298924
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,376,066
- Income (IRS master file)
- $118,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $84,827 | $81,800 | $1,376,066 | XML |
| 990-PF | December 2024 | $125,015 | $51,222 | $1,373,039 | XML |
| 990-PF | December 2023 | $51,141 | $81,236 | $1,299,246 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6298924).
Questions about LEE AND DONNA METCALF CHARITABLE TR
- What is the EIN of LEE AND DONNA METCALF CHARITABLE TR?
- The employer identification number (EIN) of LEE AND DONNA METCALF CHARITABLE TR is 27-6298924.
- Is LEE AND DONNA METCALF CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to LEE AND DONNA METCALF CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE AND DONNA METCALF CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE AND DONNA METCALF CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEE AND DONNA METCALF CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LEE AND DONNA METCALF CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does LEE AND DONNA METCALF CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $84,827, expenses of $81,800 and total assets of $1,376,066 at year end.
Other nonprofits in HELENA
- MONTANA COMMUNITY FOUNDATION INC EIN 81-0450150 · last filed 990 for 2025
- SHROPSHIRE FAMILY FOUNDATION EIN 39-3396308 · last filed 990-PF for 2025
- GREATER MONTANA FOUNDATION EIN 81-6009847 · last filed 990-PF for 2025
- ETHEL MACDONALD CHARITABLE FOUNDATION EIN 82-3746075 · last filed 990-PF for 2025
- SIGNAL PEAK COMMUNITY FOUNDATION EIN 45-2708352 · last filed 990-PF for 2025
- WALL FAMILY POWER TOWNSEND FOUNDATION INC EIN 20-1980581 · last filed 990-PF for 2025
- HELENA AREA COMMUNITY FOUNDATION EIN 81-0536902 · last filed 990 for 2025
- TIBETAN CHILDRENS EDUCATION FOUNDATION EIN 84-1387172 · last filed 990 for 2024
All nonprofits in HELENA · Montana · Philanthropy, voluntarism and grantmaking foundations