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
1
-95.2% YoY
Avg Grant Size
$5K
+85.7% YoY
About Jerry Metcalf Foundation
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Giving History
Grant recipients and amounts by year
No grants recorded for .
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
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Similar funders by location and focus area
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Louise E Senft
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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