Montana Trout Foundation

Foundation · Grantmaker Matlacha, FL EIN: 81-0367488

Montana Trout Foundation is a private foundation focused on Environment & Animals, based in Matlacha, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $216K in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $6K.

Key facts about Montana Trout Foundation

In short: Montana Trout Foundation gave $10K across 2 grants in 2025 (avg $5K), mostly in Montana. Source: 2025 IRS Form 990-PF.

EIN
81-0367488
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
2
Average grant
$5,000
Median grant
$5,000
Total assets
$215,720
Primary geography
Montana (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$216K

+6.6% YoY

Annual Giving

$10K

+100.0% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$5K

+0.0% YoY

Under IRS private-foundation payout rules, Montana Trout Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

How Montana Trout Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−18%). Method
  • In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method

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

Open Grants

1 open opportunity from Montana Trout Foundation

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

MissoulaBillingsBozemanDivideGreat FallsBig SkyLivingstonOvandoTroy

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K6 grants20206 grants20214 grants20221 grants20231 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Montana Freshwater Partners: $5KMontana Freshwater Partners$5KGallatin River Task Force: $5KGallatin River Task Force$5K

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MONTANA FRESHWATER PARTNERS Livingston, MTYELLOWSTONE CHANNEL MIGRATION ZONE EDUCATION$5,000
GALLATIN RIVER TASK FORCE Big Sky, MTGRANT CREEK RESTORATION PROJECT$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K202020212022202320242025
Metric202520242023
Total Assets$215,720$202,344$190,532
Revenue$9,762$7,622$3,253
Expenses$12,956$7,770$19,685
Qualifying Distributions$10,000$5,000$17,000
Net Investment Income$5,556$4,193$6,933
Distributable Amount$9,375$8,764$8,486

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 27, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Montana Trout Foundation is led by David Thompson, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David Thompson

    President

    On filings since 2020

    No compensation reported

  • George Schramm

    Treasurer

    On filings since 2020

    No compensation reported

  • Kent Kasting

    Secretary

    On filings since 2020

    No compensation reported

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.

Frequently asked questions about Montana Trout Foundation

How much does Montana Trout Foundation give each year?

Montana Trout Foundation gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 1 grant.

How large is Montana Trout Foundation?

Montana Trout Foundation reported $216K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Montana Trout Foundation?

Montana Trout Foundation is a private foundation focused on Environment & Animals, based in Matlacha, FL. It holds $216K in total assets as of 2025.

Where does Montana Trout Foundation operate?

Montana Trout Foundation has awarded grants in Montana.

What is Montana Trout Foundation's EIN?

Montana Trout Foundation's EIN (Employer Identification Number) is 81-0367488. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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