John W McKee Educational Trust

Private foundation · Grantmaker Eagan, MN EIN: 23-7058723

John W McKee Educational Trust is a private foundation based in Eagan, Minnesota. Its 2025 filing lists scholarships for undergraduate students who reside in Sheridan, Roosevelt, or Daniels County, Montana.

John W McKee Educational Trust at a glance

In short: John W McKee Educational Trust gave $4K across 21 grants in 2025 (avg $185.714), mostly in Montana. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$3,900
-64.4% vs 2024
Grants made (2025)
21
+16.7% vs 2024
Average grant
$186
-69.5% vs 2024
Median grant
$150
Total assets
$109,395
-4.2% vs 2024
Primary geography
Montana (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to John W McKee Educational Trust

How to Apply

The filing states that the foundation does not restrict giving to preselected organizations. Applicants must obtain the official application from the listed filing contact. Awards are limited to undergraduates who reside in Sheridan, Roosevelt, or Daniels County, Montana.

Review Cycle
Applications must be submitted by July 15 each year for the following school year. The July 15, 2026 deadline is in the past.
Deadline
Applications must be submitted by July 15 each year for the following school year.
Contact

Application contact: O'Toole Law Firm Attn Mckee
Mailing address: 209 N Main, Plenty Wood, MT 59254
Phone: (406) 765-1630

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who John W McKee Educational Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Kash Ator Co O'Toole Law Firm: $300Kash Ator Co O'Toole Law Firm$300Autumn Heppner Co O'Toole Law Firm: $300Autumn Heppner Co O'Toole LawFirm$300Alicyn Ator Co O'Toole Law Firm: $300Alicyn Ator Co O'Toole LawFirm$300Kimberly Simon Co O'Toole Law Firm: $300Kimberly Simon Co O'Toole LawFirm$300Carly Friedrich Co O'Toole Law Firm: $300Carly Friedrich Co O'Toole LawFirm$300Kylee Kleppen Co O'Toole Law Firm: $150Kylee Kleppen Co O'Toole LawFirm$150Walker Ator Co O'Toole Law Firm: $150Walker Ator Co O'Toole LawFirm$150Benajmin Hagan Co O'Toole Law Firm: $150Benajmin Hagan Co O'Toole LawFirm$150Jamison Soderquist Co O'Toole Law Firm: $150Jamison Soderquist Co O'TooleLaw Firm$150Emma Brensdal Co O'Toole Law Firm: $150Emma Brensdal Co O'Toole LawFirm$150

The largest 2025 recipient was Kash Ator Co O'Toole Law Firm ($300). Together the top 10 received $2K.

Grant Size Distribution

89 grants across all recorded years

89<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 89 grants of 89 (100%).

Geographic Focus

Where this funder awards grants

The 2025 filing states that awards are limited to undergraduates residing in Sheridan, Roosevelt, or Daniels County, Montana. All reported 2025 grant dollars went to recipients in Montana.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 21 itemized grants.

Cities

PlentywoodBillingsBottineauBozemanDenverHelenaMiles CityMinotMissoulaSheridanWahpeton

How John W McKee Educational Trust gives

  • Giving fell 71% from 2022 to 2025. Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K12 grants2020 16 grants2021 16 grants2022 18 grants2023 18 grants2024 21 grants2025

From 2020 to 2025, annual grant giving ranged from $4K (2025) to $18K (2023). In 2025 it made 21 grants totaling $4K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Kash Ator Co O'Toole Law Firm Plentywood, MTScholarship$300
Autumn Heppner Co O'Toole Law Firm Plentywood, MTScholarship$300
Alicyn Ator Co O'Toole Law Firm Plentywood, MTScholarship$300
Kimberly Simon Co O'Toole Law Firm Plentywood, MTScholarship$300
Carly Friedrich Co O'Toole Law Firm Plentywood, MTScholarship$300
Kylee Kleppen Co O'Toole Law Firm Plentywood, MTScholarship$150
Walker Ator Co O'Toole Law Firm Plentywood, MTScholarship$150
Benajmin Hagan Co O'Toole Law Firm Plentywood, MTScholarship$150
Jamison Soderquist Co O'Toole Law Firm Plentywood, MTScholarship$150
Emma Brensdal Co O'Toole Law Firm Plentywood, MTScholarship$150
Your AI grants department

Ready to take the next step with John W McKee Educational Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$109,395$14,569$19,653$3,90021$8,353$3,124$7,882
2024$114,241$6,101$26,563$10,95018$15,180—$7,803
2023$134,720$12,954$33,367$17,75018$21,906$499$11,049
2022$153,338$17,100$23,868$13,60016$17,177$10,673$15,434
2021$160,113$22,510$20,788$10,90016$14,532$16,559$13,000
2020$158,093$15,764$20,489$13,25012—$13,611$10,966

Under IRS private-foundation payout rules, John W McKee Educational Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Grantmaking

In filing year 2025, the trust reported 21 grants totaling $3,900. Grants ranged from $150 to $300, with a median of $150. The largest listed awards were $300 each to Kash Ator, Autumn Heppner, Alicyn Ator, Kimberly Simon, and Carly Friedrich, through O’Toole Law Firm; each grant was designated for a scholarship.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists U.S. Bank N.A. as trustee.

John W McKee Educational Trust's only listed officer is US Bank N A, Trustee on filings since 2020 (compensated).

Officers on the 2025 filing

  • US Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $4K (2020) → $12K (2025)

Former officers (1)
  • Former: US Bank NA (2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

US Bank N a — Trustee: $12KUS Bank N aTrustee$12K

The highest reported compensation on the 2025 filing was $12K, to US Bank N a (Trustee).

Frequently asked questions about John W McKee Educational Trust

How much does John W McKee Educational Trust give each year?

John W McKee Educational Trust gave $4K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 18 grants.

What is John W McKee Educational Trust's typical grant size?

John W McKee Educational Trust's median grant in 2025 was $150, and its average grant was $186, across 21 grants on its 2025 IRS Form 990-PF.

Where does John W McKee Educational Trust give grants?

John W McKee Educational Trust gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Plentywood, MT (21 grants).

Does John W McKee Educational Trust give general operating support?

Not in 2025: none of the 21 grants with a stated purpose on John W McKee Educational Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (21 grants).

Who are John W McKee Educational Trust's largest grantees?

John W McKee Educational Trust's largest 2025 grantees include Kash Ator Co O'Toole Law Firm ($300), Autumn Heppner Co O'Toole Law Firm ($300) and Alicyn Ator Co O'Toole Law Firm ($300), according to its 2025 IRS Form 990-PF. Together they received 23% of its itemized 2025 grant dollars.

How large is John W McKee Educational Trust?

John W McKee Educational Trust reported $109K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

How do I apply for a grant from John W McKee Educational Trust?

The filing states that the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is John W McKee Educational Trust's EIN?

John W McKee Educational Trust's EIN (Employer Identification Number) is 23-7058723. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)

Explore Open Grants

Browse active grant opportunities in John W McKee Educational Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Glasgow High School Educational Trust

Glasgow, MT

The purpose of the trust is to grant financial aid to glasgow high school graduates in their pursuit of higher education

Education

Assets

$12.9M

Grants

8

Total Given

$104K

Enterprise Holdings Foundation

Saint Louis, MO

The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.

Assets

$594.3M

Grants

1

Total Given

$101.4M

K Louise Bardwell Irrevocable Trust

Great Falls, MT

Assets

$185K

Grants

3

Total Given

$8K

Rocky Mountain Section PGA Foundation

Star, ID

The Rocky Mountain Section PGA Foundation primarily funds college scholarships, with occasional support for junior golf programs. Its 2024 grants were $1,000–$2,000, mostly to recipients in Idaho, Utah, Montana, Arizona, and California. It reviews scholarship applications; the profile does not state whether it accepts unsolicited grant requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$768K

Grants

10

Total Given

$19K

The Darcy Lynn Dengel Foundation Inc

Lewistown, MT

The foundation funds nursing scholarships for students who graduated from accredited Montana high schools and are pursuing undergraduate or graduate nursing degrees. Its 2025 grants ranged from $1,000 to $15,000, with a median of $2,000; its website describes a typical scholarship of $2,000 per year. Application information is provided, but whether it accepts unsolicited requests is not stated.

Assets

$314K

Grants

11

Total Given

$39K

James T Mills and Jean D Mills Charitable

Saint Louis, MO

The foundation funds scholarships for Anaconda High School graduates with at least a 2.5 GPA who attend an accredited college full-time; its 2025 grants went to students and institutions in Montana. Awards ranged from $4,371 to $48,081, with a median of $4,371. It lists application materials and eligibility requirements, but does not state whether it accepts unsolicited requests.

Assets

$1.7M

Grants

12

Total Given

$96K

More similar funders

More Funders in Minnesota

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from John W McKee Educational Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

John W McKee Educational Trust down — hundreds of funders to go?

Want AI to do this for you?