Jerry Metcalf Foundation
Jerry Metcalf Foundation is a private foundation, 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.
Jerry Metcalf Foundation at a glance
In short: Jerry Metcalf Foundation gave $5K across 1 grant in 2021 (avg $5K), mostly in Montana. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $5,000
- -91.2% vs 2020
- Grants made (2021)
- 1
- -95.2% vs 2020
- Average grant
- $5,000
- +85.7% vs 2020
- Median grant
- $5,000
- Total assets
- $224,197
- +1.3% vs 2020
- Primary geography
- Montana (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
How to apply to Jerry Metcalf Foundation
Open Grants
1 open opportunity from Jerry Metcalf Foundation
Who Jerry Metcalf Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2021
The largest 2021 recipient was Northern Plains Resource Council ($5K).
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 22 grants of 22 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2021 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $5K (2021) to $57K (2020). In 2021 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Northern Plains Resource Council Billings, MT | To Support General Operations | $5,000 |
Ready to take the next step with Jerry Metcalf Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2021 | $224,197 | $15,309 | $12,494 | $5,000 | 1 | $10,321 | $12,625 |
| 2020 | $221,382 | $15,044 | $64,646 | $56,528 | 21 | $9,709 | $12,056 |
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.
Leadership & Key People
Officers and directors from IRS filings
Jerry Metcalf Foundation is led by Karma Alfredson, President on every filing since 2020; none of the 4 officers listed in 2021 report compensation.
Officers on the 2021 filing
Karma Alfredson
President
On filings since 2020
0.5 hrs/week
No compensation reported
Terry Minnow
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Kay Satre
Secretary & Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Paul Smith
Vice President
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Timothy Meloy (2020) — Director
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jerry Metcalf Foundation
How much does Jerry Metcalf Foundation give each year?
Jerry Metcalf Foundation gave $5K across 1 grant in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $57K across 21 grants.
How large is Jerry Metcalf Foundation?
Jerry Metcalf Foundation reported $224K in total assets on its 2021 IRS Form 990-PF. Its revenue that year was $15K.
Where does Jerry Metcalf Foundation operate?
Jerry Metcalf Foundation has awarded grants in Montana.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Live grants for the work Jerry Metcalf Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Jerry Metcalf Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Two Meadowlarks Foundation Inc
Helena, MT
Assets
$113K
Grants
2
Total Given
$6K
Merlin Foundation Inc
Missoula, MT
Merlin Foundation funds conservation, community services, education, and the arts, with most of its 2024 grant dollars going to Montana and additional support in Virginia, Hawaii, Oregon, and New York. Its 2024 grants ranged from $1,000 to $32,500, with a median of $5,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$7.0M
Grants
46
Total Given
$363K
Driggers Foundation
Clarkston, MI
Assets
$750K
Grants
8
Total Given
$41K
Montana History Foundation
Helena, MT
Provide development and advisory leadership for organizations dedicated to the preservation of Montana's history and culture.
Assets
$10.1M
Grants
9
Total Given
$87K
Soka 'Piiwa Foundation
Sheridan, WY
The foundation’s grants support Montana environmental protection and coldwater fisheries, wild salmon conservation, food access and sovereignty, end-of-life care, and public radio, with recent awards concentrated in Montana and Oregon. In 2025, grants ranged from $5,000 to $20,000, with a median of $7,500. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$2.0M
Grants
10
Total Given
$83K
Margaret V Ping Foundation
Billings, MT
The foundation funds charitable or educational work related to peace, hunger, and environmental concerns, with nearly all reported grants going to organizations in Montana and a small share to South Dakota. In 2025, grants ranged from $2,000 to $10,000, with a median of $5,500. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$592K
Grants
16
Total Given
$99K
More similar funders
More Funders in Montana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Jerry Metcalf Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Jerry Metcalf Foundation down — hundreds of funders to go?