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Lee And Donna Metcalf Charitable Trust is a private 0 based in HELENA, MT. The foundation received its IRS ruling in 2010. It holds total assets of $1.4M. Annual income is reported at $151K. Total assets have grown from $200K in 2010 to $1.3M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Montana. According to available records, Lee And Donna Metcalf Charitable Trust has made 17 grants totaling $233K, with a median grant of $10K. Annual giving has grown from $82K in 2021 to $151K in 2022. Individual grants have ranged from $1K to $50K, with an average award of $14K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Montana and Colorado and California. Contributions to this foundation are tax-deductible.
Smallest Grant
$8K
Median Grant
$14K
Average Grant
$24K
Largest Grant
$50K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lee And Donna Metcalf Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in MT, CO, CA.
Lee And Donna Metcalf Charitable Trust has distributed a total of $233K across 17 grants. The median grant size is $10K, with an average of $14K. Individual grants have ranged from $1K to $50K.
Lee And Donna Metcalf Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Lee And Donna Metcalf Charitable Trust is headquartered in HELENA, MT. While based in MT, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Peter Michael Meloy | TRUSTEE | $0 | $0 | N/A |
Total Giving
$81K
Total Assets
$1.3M
Fair Market Value
$1.6M
Net Worth
$1.3M
Grants Paid
$68K
Contributions
N/A
Net Investment Income
$40K
Distribution Amount
$73K
Total: $1.3M
Total Grants
17
Total Giving
$233K
Average Grant
$14K
Median Grant
$10K
Unique Recipients
6
Most Common Grant
$7K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Colorado Mesa UniversityTO FUND ROSEBUD BATTLEFIELD | Grand Junction, CO | $21K | 2022 |
| University Of Montana FoundationTO PROVIDE A SCHOLARSHIP FOR LAW STUDENTS. | Missoula, MT | $17K | 2022 |
| Film IndependentFUNDING TO PRODUCE A DOCUMENTARY FILM FEATURING NATIVE AMERICAN SCHOOLS | Los Angeles, CA | $13K | 2022 |
| Upper SevenTO FUND PUBLIC INTEREST LAW ISSUES | Helena, MT | $10K | 2022 |
| Montana Department Of Fish Wildlife And ParksTO FUND ANNUAL MAINTENANCE FOR MADISON BUFFALO JUMP STATE PARK. | Helena, MT | $7K | 2022 |
| Alliance For The Wild RockiesPHILANTHROPIC PURPOSES | Missoula, MT | $1K | 2021 |