Lee And Donna Metcalf Charitable Tr

Peter Michael Meloy Ttee

Helena, MT
Tax-exempt since Dec. 2010
EIN: 27-6298924

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$125k (2024)

Expenses

$51.2k (2024)

Total Assets

$1.37M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$125,015

Expenses

$51,222

Net Income

$73,793

Net Assets

$1,373,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,227	44.2%
Interest Revenue	$627	0.5%
Dividends	$42,202	33.8%
Sales of Assets	$26,959	21.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,937	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,373,039
Total Liabilities	$0
Net Assets	$1,373,039

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on July 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$51,141

Expenses

$81,236

Net Income

-$30,095

Net Assets

$1,299,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$553	1.1%
Dividends	$35,826	70.1%
Sales of Assets	$14,762	28.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,002	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,299,246
Total Liabilities	$0
Net Assets	$1,299,246

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on Oct. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$29,797

Expenses

$90,229

Net Income

-$60,432

Net Assets

$1,327,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$121	0.4%
Dividends	$30,259	> 100%
Sales of Assets	-$583
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,745	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,327,406
Total Liabilities	$0
Net Assets	$1,327,406

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on June 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$50,543

Expenses

$99,946

Net Income

-$49,403

Net Assets

$1,387,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,204	4.4%
Interest Revenue	$8	0.0%
Dividends	$29,157	57.7%
Sales of Assets	$19,174	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,683	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,387,838
Total Liabilities	$0
Net Assets	$1,387,838

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on June 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$49,799

Expenses

$89,111

Net Income

-$39,312

Net Assets

$1,437,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.1%
Dividends	$30,742	61.7%
Sales of Assets	$19,005	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,677	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,437,241
Total Liabilities	$1
Net Assets	$1,437,240

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on Sept. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$287,987

Expenses

$119,437

Net Income

$168,550

Net Assets

$1,476,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$275	0.1%
Interest Revenue	$990	0.3%
Dividends	$37,485	13.0%
Sales of Assets	$249,237	86.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,441	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,476,553
Total Liabilities	$1
Net Assets	$1,476,552

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on May 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$78,690

Expenses

$95,311

Net Income

-$16,621

Net Assets

$1,308,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$806	1.0%
Dividends	$38,088	48.4%
Sales of Assets	$39,779	50.6%
Other Income	$17	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,993	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,308,003
Total Liabilities	$0
Net Assets	$1,308,003

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on July 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$63,834

Expenses

$67,219

Net Income

-$3,385

Net Assets

$1,324,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$775	1.2%
Dividends	$35,382	55.4%
Sales of Assets	$27,531	43.1%
Other Income	$146	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,708	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,324,624
Total Liabilities	$0
Net Assets	$1,324,624

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$70,394

Expenses

$81,282

Net Income

-$10,888

Net Assets

$1,328,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$789	1.1%
Dividends	$36,031	51.2%
Sales of Assets	$33,276	47.3%
Other Income	$298	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,560	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,328,009
Total Liabilities	$0
Net Assets	$1,328,009

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on June 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$58,911

Expenses

$87,282

Net Income

-$28,371

Net Assets

$1,338,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$891	1.5%
Dividends	$35,920	61.0%
Sales of Assets	$22,086	37.5%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,008	43.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,371,898
Total Liabilities	$33,001
Net Assets	$1,338,897

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on May 20, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$378,898

Expenses

$115,900

Net Income

$262,998

Net Assets

$1,387,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$138,064	36.4%
Interest Revenue	$949	0.3%
Dividends	$40,734	10.8%
Sales of Assets	$199,125	52.6%
Other Income	$26	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,514	51.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,411,639
Total Liabilities	$24,371
Net Assets	$1,387,268

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on Oct. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$341,571

Expenses

$94,301

Net Income

$247,270

Net Assets

$1,124,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$340,437	99.7%
Interest Revenue	$2	0.0%
Dividends	$5,722	1.7%
Sales of Assets	-$5,610
Other Income	$1,020	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,412	49.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,160,498
Total Liabilities	$36,228
Net Assets	$1,124,270

Compensation

Key Employees and Officers	Compensation	Other
Peter Michael Meloy (Trustee)	$0	$0

990-PF

Filed on June 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$44,740

Expenses

$44,740

Net Income

Net Assets

$877,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,740	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$925,000
Total Liabilities	$48,000
Net Assets	$877,000

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$745,393

Expenses

$20,393

Net Income

$725,000

Net Assets

$877,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$745,393	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,300	6.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$925,000
Total Liabilities	$48,000
Net Assets	$877,000

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$202,752

Expenses

$2,752

Net Income

$200,000

Net Assets

$200,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$202,752	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,150	78.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$200,000
Total Liabilities	$0
Net Assets	$200,000

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated September 25, 2025

Lee And Donna Metcalf Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $125k (2024)

Expenses $51.2k (2024)

Total Assets $1.37M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$125k (2024)

Expenses

$51.2k (2024)

Total Assets

$1.37M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010