Jerry Metcalf Foundation
HELENA, MT EIN: 84-1422789
Financial Overview
From 2021 IRS Form 990-PF
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
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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
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Jerry Metcalf Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Montana $62K (100%)
States
Cities
BillingsBozemanBroadusButteConradEkalakaHamiltonHelenaKalispellMissoula
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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