Lee and Donna Metcalf Charitable Trust
Lee and Donna Metcalf Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $58K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+5.7% YoY
Annual Giving
$36K
-47.4% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$12K
-29.9% YoY
Under IRS private-foundation payout rules, Lee and Donna Metcalf Charitable Trust reported a distributable amount of $81K for 2024 — the minimum it must pay out in qualifying distributions.
About Lee and Donna Metcalf Charitable Trust
Based on IRS filings
Lee and Donna Metcalf Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $58K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,373,039 | $1,299,246 | $1,327,406 |
| Revenue | $125,015 | $51,141 | $29,797 |
| Expenses | $51,222 | $81,236 | $90,229 |
| Qualifying Distributions | $37,937 | $70,002 | $75,745 |
| Net Investment Income | $57,521 | $40,156 | $17,944 |
| Distributable Amount | $80,912 | $72,983 | $75,963 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Upper Seven ($20,000), University of Montana Foundation ($8,452), Fish Wildlife and Parks Foundation ($7,260).
| Recipient | Purpose | Amount |
|---|---|---|
| FISH WILDLIFE AND PARKS FOUNDATION HELENA, MT | TO FUND ANNUAL MAINTENANCE FOR MADISON BUFFALO JUMP STATE PARK. | $7,260 |
| UNIVERSITY OF MONTANA FOUNDATION MISSOULA, MT | TO PROVIDE ACADEMIC SCHOLARSHIPS TO JOURNALISM STUDENTS AT THE UNIVERSITY OF MONTANA. | $8,452 |
| UPPER SEVEN HELENA, MT | TO FUND PUBLIC INTEREST LAW ISSUES | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PETER MICHAEL MELOY | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lee and Donna Metcalf Charitable Trust?
Lee and Donna Metcalf Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. It holds $1.4M in total assets as of 2024.
How large is Lee and Donna Metcalf Charitable Trust?
As of 2024, Lee and Donna Metcalf Charitable Trust holds $1.4M in total assets with $125K in annual revenue. It awarded 3 grants totaling $36K in 2024.
Where does Lee and Donna Metcalf Charitable Trust operate?
Lee and Donna Metcalf Charitable Trust has awarded grants in California, Colorado, Montana.
What size grants does Lee and Donna Metcalf Charitable Trust award?
In 2024, Lee and Donna Metcalf Charitable Trust awarded 3 grants totaling $36K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Lee and Donna Metcalf Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee and Donna Metcalf Charitable Trust reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lee and Donna Metcalf Charitable Trust's EIN?
Lee and Donna Metcalf Charitable Trust's EIN (Employer Identification Number) is 27-6298924. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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