Funder DirectoryLEE AND DONNA METCALF CHARITABLE TRUST
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Private foundation (trust)EIN 276298924Est. 2010-12

LEE AND DONNA METCALF CHARITABLE TRUST

HELENA, MT 596241241

Total Assets

$1.7M

FY 2024

Annual Giving

$36K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$12K

FY 2024

Grant Range

$7K–$20K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$125K

Total Expenses

$51K

Qualifying Distributions

$38K

Distributable Amount

$81K

Min. Investment Return

$82K

Undistributed Income

$52K

Payout rate 47%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.47%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $90K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

27 grants

UNIVERSITY OF MONTANA FOUNDATION
$124K
11 grants
MONTANA FREE PRESS
$85K
2 grants
MONTANA DEPARTMENT OF FISH WILDLIFE AND PARKS
$69K
4 grants
UPPER SEVEN
$30K
2 grants
HOLTER MUSEUM OF ART
$30K
1 grant
COLORADO MESA UNIVERSITY
$21K
1 grant
DOC SOCIETY
$20K
1 grant
PROVIDENCE MONTANA HEALTH FOUNDATION
$15K
1 grant

Grant Size Distribution

27 grants

<$10K
13
grants
$10–50K
14
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Montana
$368K
87% of total
Colorado
$21K
5% of total
New York
$20K
5% of total
California
$13K
3% of total

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LEE AND DONNA METCALF CHARITABLE TRUST — Grants, Financials & Contact | Grantivo