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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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