Jerry Metcalf Foundation
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 grant totaling $5K. Net investment income was $10K.
Key facts about Jerry Metcalf Foundation
- EIN
- 84-1422789
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $5,000
- Grants made (2021)
- 1
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $224,197
- Primary geography
- Montana (100% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated September 2026.
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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
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
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 grant totaling $5K. Net investment income was $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2021 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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
Among its reported 2021 grants, the largest recipients 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
No officer or director reported compensation in the available filings.
From 2021 IRS 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
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 grant 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 grant 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.
What is Jerry Metcalf Foundation's EIN?
Jerry Metcalf Foundation's EIN (Employer Identification Number) is 84-1422789. IRS Form 990 filing data is available on this page for 2020–2021.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.