Jerry Metcalf Foundation

HELENA, MT EIN: 84-1422789

Jerry Metcalf Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $224K in total assets. In 2021, it awarded 1 grants totaling $5K. Net investment income was $10K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$224K

+1.3% YoY

Annual Giving

$5K

-91.2% YoY

Grant Count

-95.2% YoY

Avg Grant Size

$5K

+85.7% YoY

Under IRS private-foundation payout rules, Jerry Metcalf Foundation reported a distributable amount of $13K for 2021 — the minimum it must pay out in qualifying distributions.

About Jerry Metcalf Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $62K (100%)

States

Montana

Cities

BillingsBozemanBroadusButteConradEkalakaHamiltonHelenaKalispellMissoula

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	$224,197	$221,382
Revenue	$15,309	$15,044
Expenses	$12,494	$64,646
Qualifying Distributions	—	—
Net Investment Income	$10,321	$9,709
Distributable Amount	$12,625	$12,056

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

Grant Size Distribution

22 grants across all recorded years

Open Grants

1 open opportunity from Jerry Metcalf Foundation

Foundation

Jerry Metcalf Foundation Grant

JERRY METCALF FOUNDATION

Amount

US $1,000 - US $5,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Northern Plains Resource Council ($5,000).

Recipient	Purpose	Amount
NORTHERN PLAINS RESOURCE COUNCIL BILLINGS, MT	TO SUPPORT GENERAL OPERATIONS	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
KARMA ALFREDSON	PRESIDENT	0.5	—
PAUL SMITH	VICE PRESIDENT	0.5	—
KAY SATRE	SECRETARY/TREASURER	0.5	—
TERRY MINNOW	DIRECTOR	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Jerry Metcalf Foundation?

Jerry Metcalf Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in HELENA, MT. It holds $224K in total assets as of 2021.

How large is Jerry Metcalf Foundation?

As of 2021, Jerry Metcalf Foundation holds $224K in total assets with $15K in annual revenue. It awarded 1 grants totaling $5K in 2021.

Where does Jerry Metcalf Foundation operate?

Jerry Metcalf Foundation has awarded grants in Montana.

What size grants does Jerry Metcalf Foundation award?

In 2021, Jerry Metcalf Foundation awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Jerry Metcalf Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Jerry Metcalf Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.