Lee and Donna Metcalf Charitable Trust
Lee and Donna Metcalf Charitable Trust is a private foundation, based in Helena, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 5 grants totaling $63K. Net investment income was $61K.
Lee and Donna Metcalf Charitable Trust at a glance
In short: Lee and Donna Metcalf Charitable Trust gave $63K across 5 grants in 2025 (avg $13K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $63,196
- +77.0% vs 2024
- Grants made (2025)
- 5
- +66.7% vs 2024
- Average grant
- $12,639
- +6.2% vs 2024
- Median grant
- $8,852
- Total assets
- $1,376,066
- +0.2% 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 September 2026.
Who Lee and Donna Metcalf Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of Montana Foundation ($36K across 2 grants). Together the top 3 received $63K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 22 grants of 23 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Lee and Donna Metcalf Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2019 to 2025, annual grant giving ranged from $36K (2024) to $112K (2019). In 2025 it made 5 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Montana Foundation Missoula, MT | To Provide a Scholarship for Law Students. | $26,938 |
| Fish Wildlife and Parks Foundation Helena, MT | 150TH Anniversary Rosebud Battle | $15,000 |
| University of Montana Foundation Missoula, MT | To provide academic scholarships to journalism students at the university of Montana. | $8,852 |
| Fish Wildlife and Parks Foundation Helena, MT | To fund annual maintenance for madison buffalo jump state park. | $7,406 |
| Mt Transparency Project Helena, MT | To upgrade the mt freedom of information hotline website. | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,376,066 | $84,827 | $81,800 | $63,196 | 5 | $65,531 | $61,076 | $88,548 |
| 2024 | $1,373,039 | $125,015 | $51,222 | $35,712 | 3 | $37,937 | $57,521 | $80,912 |
| 2023 | $1,299,246 | $51,141 | $81,236 | $67,902 | 4 | $70,002 | $40,156 | $72,983 |
| 2022 | $1,327,406 | $29,797 | $90,229 | $75,745 | 6 | $75,745 | $17,944 | $75,963 |
| 2021 | $1,387,838 | $50,543 | $99,946 | $81,683 | 5 | $81,683 | $35,477 | $84,060 |
| 2020 | $1,437,241 | $49,799 | $89,111 | $71,713 | 3 | — | $38,516 | $73,595 |
| 2019 | $1,476,553 | $287,987 | $119,437 | $112,440 | 6 | — | $285,327 | $72,116 |
Under IRS private-foundation payout rules, Lee and Donna Metcalf Charitable Trust reported a distributable amount of $89K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lee and Donna Metcalf Charitable Trust is led by Peter Michael Meloy, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Peter Michael Meloy
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Lee and Donna Metcalf Charitable Trust
How much does Lee and Donna Metcalf Charitable Trust give each year?
Lee and Donna Metcalf Charitable Trust gave $63K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 3 grants.
What is Lee and Donna Metcalf Charitable Trust's typical grant size?
Lee and Donna Metcalf Charitable Trust's median grant in 2025 was $8,852, and its average grant was $12,639, across 5 grants on its 2025 IRS Form 990-PF.
Where does Lee and Donna Metcalf Charitable Trust give grants?
Lee and Donna Metcalf Charitable 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 Helena, MT (3 grants) and Missoula, MT (2 grants).
Does Lee and Donna Metcalf Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Lee and Donna Metcalf Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Lee and Donna Metcalf Charitable Trust's largest grantees?
Lee and Donna Metcalf Charitable Trust's largest 2025 grantees include University of Montana Foundation ($35,790 across 2 grants), Fish Wildlife and Parks Foundation ($22,406 across 2 grants) and Mt Transparency Project ($5,000), according to its 2025 IRS Form 990-PF.
How large is Lee and Donna Metcalf Charitable Trust?
Lee and Donna Metcalf Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $89K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 29, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 6, 2026)
- IRS filings on file for fiscal years 2019–2024
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