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EIN 27-6298924

Lee and Donna Metcalf Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Helena
State
Montana
Year formed
2010
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Lee and Donna Metcalf Charitable Trust is a private foundation located in Helena, MT that primarily funds academic scholarships for journalism students at the University of Montana and law students, as well as the Rosebud Battlefield. They have also provided grants to Colorado Mesa University and other organizations. Last year, they made six grants in total.
Also known as...
Peter Michael Meloy Ttee
Total revenues
$51,141
2023
Total expenses
$81,236
2023
Total assets
$1,299,246
2023
Num. employees
0
2023

Grants made by Lee and Donna Metcalf Charitable Trust

GranteeGrant descriptionAmount
Montana Free PressTo Support Montana Journalism.$35,000
University of Montana FoundationTo Provide A Scholarship for Law Students.$18,284
University of Montana FoundationTo Provide Academic Scholarships To Journalism Students at the University of Montana.$7,500
...and 1 more grant made

Personnel at Lee and Donna Metcalf Charitable Trust

NameTitleCompensation
Peter M MeloyTrustee$0

Financials for Lee and Donna Metcalf Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$36,379
Net rental income$0
Net gain from sale of non-inventory assets$14,762
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$51,141

Form 990s for Lee and Donna Metcalf Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-17990PFView PDF
2022-122023-06-07990PFView PDF
2021-122022-06-14990PFView PDF
2020-122021-09-08990PFView PDF
2019-122020-10-22990PRView PDF
...and 9 more Form 990s
Data update history
July 22, 2023
Used new vendors
Identified 1 new vendor, including
August 10, 2022
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
March 26, 2020
Posted financials
Added Form 990PF for fiscal year 2018
November 18, 2019
Posted financials
Added Form 990PF for fiscal year 2017
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 1241
Helena, MT 59624
County
Lewis and Clark County, MT
Phone
(406) 442-8670
IRS details
EIN
27-6298924
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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