Lee And Donna Metcalf Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lee And Donna Metcalf Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 27-6298924
Foundation Overview
Based in Helena, MT, Lee And Donna Metcalf Charitable Trust has awarded 58 grants totaling $814,600 to organizations in Montana, Colorado and 2 other states across the US. Individual grants range from $1,300 to $50,000, with a median award of $10,725.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 6 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
86% of all grants are concentrated in Montana, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Montana, funding concentrates in Missoula (52%), Helena (46%), Butte (2%).
Funding Trajectory
Declining funding trend with 53% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (54%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Lee And Donna Metcalf Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Fish Wildlife And Parks Foundation | $7,260 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2024 |
| University Of Montana Foundation | $8,452 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2024 |
| Upper Seven | $20,000 | Helena, MT, US | To Fund Public Interest Law Issues | 2024 |
| Fish Wildlife And Parks Foundation | $7,260 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2024 |
| University Of Montana Foundation | $8,452 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2024 |
| Upper Seven | $20,000 | Helena, MT, US | To Fund Public Interest Law Issues | 2024 |
| Fish Wildlife And Parks Foundation | $7,118 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2023 |
| University Of Montana Foundation | $18,284 | Missoula, MT, US | To Provide A Scholarship For Law Students. | 2023 |
| University Of Montana Foundation | $7,500 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2023 |
| Montana Free Press | $35,000 | Helena, MT, US | To Support Montana Journalism. | 2023 |
| Fish Wildlife And Parks Foundation | $7,118 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2023 |
| University Of Montana Foundation | $18,284 | Missoula, MT, US | To Provide A Scholarship For Law Students. | 2023 |
| University Of Montana Foundation | $7,500 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2023 |
| Montana Free Press | $35,000 | Helena, MT, US | To Support Montana Journalism. | 2023 |
| Montana Department Of Fish Wildlife And Parks | $6,978 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2022 |
| Colorado Mesa University | $21,375 | Grand Junction, CO, US | To Fund Rosebud Battlefield | 2022 |
| University Of Montana Foundation | $17,192 | Missoula, MT, US | To Provide A Scholarship For Law Students. | 2022 |
| University Of Montana Foundation | $7,500 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2022 |
| Upper Seven | $10,000 | Helena, MT, US | To Fund Public Interest Law Issues | 2022 |
| Film Independent | $12,700 | Los Angeles, CA, US | Funding To Produce A Documentary Film Featuring Native American Schools | 2022 |
| Montana Department Of Fish Wildlife And Parks | $6,978 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2022 |
| Colorado Mesa University | $21,375 | Grand Junction, CO, US | To Fund Rosebud Battlefield | 2022 |
| University Of Montana Foundation | $17,192 | Missoula, MT, US | To Provide A Scholarship For Law Students. | 2022 |
| University Of Montana Foundation | $7,500 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2022 |
| Upper Seven | $10,000 | Helena, MT, US | To Fund Public Interest Law Issues | 2022 |
| Film Independent | $12,700 | Los Angeles, CA, US | Funding To Produce A Documentary Film Featuring Native American Schools | 2022 |
| Montana Department Of Fish Wildlife And Parks | $6,978 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2022 |
| Colorado Mesa University | $21,375 | Grand Junction, CO, US | To Fund Rosebud Battlefield | 2022 |
| University Of Montana Foundation | $17,192 | Missoula, MT, US | To Provide A Scholarship For Law Students. | 2022 |
| University Of Montana Foundation | $7,500 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2022 |
| Upper Seven | $10,000 | Helena, MT, US | To Fund Public Interest Law Issues | 2022 |
| Film Independent | $12,700 | Los Angeles, CA, US | Funding To Produce A Documentary Film Featuring Native American Schools | 2022 |
| Montana Department Of Fish Wildlife And Parks | $6,842 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2021 |
| Montana Department Of Fish Wildlife And Parks | $50,000 | Helena, MT, US | Rosebud Battlefield | 2021 |
| University Of Montana Foundation | $16,041 | Missoula, MT, US | To Provide A Scholarship For Law Students. | 2021 |
| University Of Montana Foundation | $7,500 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2021 |
| Alliance For The Wild Rockies | $1,300 | Missoula, MT, US | Philanthropic Purposes | 2021 |
| University Of Montana Foundation | $14,213 | Missoula, MT, US | To Provide A Scholarship For Law Students. | 2020 |
| University Of Montana Foundation | $7,500 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2020 |
| Montana Free Press | $50,000 | Helena, MT, US | To Help Montana Free Press Become Firmly Established As An On-line Investigative Journal Covering Montana State And Local Events Of Significant Public Concern. | 2020 |
| Montana Department Of Fish Wildlife And Parks | $4,717 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2018 |
| Providence Montana Health Foundation | $15,000 | Missoula, MT, US | To Fund Institute For Health And Humanities. | 2018 |
| University Of Montana Foundation | $13,177 | Missoula, MT, US | To Provide A Scholarship For A Law Student Interested In Natural Resource Law. | 2018 |
| University Of Montana Foundation | $6,916 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2018 |
| Doc Society | $20,000 | Brooklyn, NY, US | To Fund Promotion Of Documentary Film. | 2018 |
| Holter Museum Of Art | $30,000 | Helena, MT, US | To Fund Development Director Position. | 2018 |
| University Of Montana Foundation | $12,562 | Missoula, MT, US | To Provide A Scholarship For A Law Student Interested In Natural Resource Law. | 2017 |
| Montana Department Of Fish Wildlife And Parks | $4,233 | Helena, MT, US | To Fund Annual Maintenance For Madison Buffalo Jump State Park. | 2017 |
| Montana Department Of Fish Wildlife And Parks | $20,000 | Helena, MT, US | To Help Fund Smith River Ranger Position. | 2017 |
| Montana Public Radio | $8,000 | Missoula, MT, US | To Digitalize Past Home Ground Program Radio Interview. | 2017 |
| Montana Wilderness Association | $16,834 | Helena, MT, US | To Fund Office Building Improvements | 2017 |
| Artemis Wildlife Foundation | $4,100 | Helena, MT, US | Tuiition Assistance For A Montana State University Student In Archaeological Studies. | 2016 |
| Montana Tech | $5,000 | Butte, MT, US | To Purchase Video Equipment To Continue Chronicling Montana Political History. | 2016 |
| Providence Montana Health Foundation | $15,000 | Missoula, MT, US | To Fund Educational Events For Effect Of Climate Change On Public Health. | 2016 |
| University Of Montana Foundation | $11,451 | Missoula, MT, US | To Provide A Scholarship For A Law Student Interested In Natural Resource Law. | 2016 |
| University Of Montana Foundation | $5,751 | Missoula, MT, US | To Provide Academic Scholarships To Journalism Students At The University Of Montana. | 2016 |
| Independent Filmmaker Project Fiscal Sponsorship | $25,000 | Brooklyn, NY, US | To Fund A Documentary On Dark Money Campaign Issues Nationwide And In Montana. | 2016 |
| University Of Montana Foundation | $9,000 | Missoula, MT, US | To Catalogue And Digitize Records Of The University Of Montana Wilderness Institute Program And To Make Records Available To The Public. | 2016 |
Foundations Similar to Lee And Donna Metcalf Charitable Trust
Discover 5 foundations with comparable assets ($1,760,979-$1,918,288), similar grant patterns, and geographic focus in MT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Helen L Gurtner Hoo Hoo Charitable
EIN: 45-6802287 | 12 grants awarded |
$1,760,979
(≈ Similar) |
$11,575
median grant |
Great Falls, MT
Same state |
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|
Jack A Marta & David A Marta Memorial Tr
EIN: 27-6731226 | 80 grants awarded |
$1,828,205
(≈ Similar) |
$10,620.5
median grant |
Great Falls, MT
Same state |
|
|
Lackawanna Institute
EIN: 23-2930930 | 13 grants awarded |
$1,881,720
(≈ Similar) |
$15,000
median grant |
Bozeman, MT
Same state |
|
|
William And Lorene Nefsy Foundation
EIN: 81-0473714 | 104 grants awarded |
$1,887,194
(≈ Similar) |
$5,500
median grant |
Miles City, MT
Same state |
|
|
Zeller Family Foundation
EIN: 47-7398637 | 73 grants awarded |
$1,918,288
(≈ Similar) |
$8,836
median grant |
Great Falls, MT
Same state |
|
Related Foundation Resources in MT:
Contact Information
Official contact details for Lee And Donna Metcalf Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 27-6298924 |
| Website | N/A |
| Address | PO BOX 1241 Helena, MT 59624-1241 |
Key People (1)
Board members, trustees, and key staff who oversee Lee And Donna Metcalf Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Peter Michael Meloy |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Lee And Donna Metcalf Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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