Metcalf Foundation Inc

Foundation · Grantmaker Merritt Is, FL EIN: 59-3627345

Metcalf Foundation Inc is a private foundation, based in Merritt Is, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $89K in total assets. In 2024, it awarded 6 grants totaling $25K.

Key facts about Metcalf Foundation Inc

EIN
59-3627345
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$25,000
Grants made (2024)
6
Average grant
$4,167
Median grant
$3,000
Total assets
$89,106
Primary geography
Florida (56% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Metcalf Foundation Inc funds

By grant dollars, the top recipient states for Metcalf Foundation Inc's 6 itemized 2024 grants were Florida (56%), Oregon (20%) and Nebraska (14%). The most frequent recipient cities were Orlando, FL (2 grants). None of its 6 grants with a stated purpose were described as general or operating support.

How Metcalf Foundation Inc gives

  • Giving fell 44% from 2021 to 2024. Method
  • In 2024 it paid out 802% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$89K

+19.9% YoY

Annual Giving

$25K

-3.8% YoY

Grant Count

6

-33.3% YoY

Avg Grant Size

$4K

+44.2% YoY

Under IRS private-foundation payout rules, Metcalf Foundation Inc reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Metcalf Foundation Inc

Based on IRS filings

Metcalf Foundation Inc is a private foundation, based in Merritt Is, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $89K in total assets. In 2024, it awarded 6 grants totaling $25K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of all 6 itemized 2024 grant dollars.

Cities

OrlandoEugeneGretnaMerritt IslandCasselberryPatrick AfbColorado SpringsDallasNyLancasterNycOceanside

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$21K$42K$63K$84K20202021202220232024
Metric202420232022
Total Assets$89,106$74,316$130,834
Revenue$36,000$35,000$35,000
Expenses$25,354$26,170$76,365
Qualifying Distributions$25,170$26,000$76,365
Net Investment Income———
Distributable Amount$3,140$8,019$3,844

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$34K$45K11 grants202010 grants202111 grants20229 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Lifework Leadership: $12KLifework Leadership$12KPalau: $5KPalau$5KCloisters on the Platte: $4KCloisters on the Platte$4KDavid C Cook Foundation: $3KDavid C Cook Foundation$3KSlu: $1KSlu$1KDivine Mercy Catholic Church: $1KDivine Mercy Catholic Church$1K

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Lifework Leadership ($12,000), Palau ($5,000), Cloisters on the Platte ($3,500).

RecipientPurposeAmount
LIFEWORK LEADERSHIP Orlando, FLLeadership education$12,000
Palau Eugene, OROutreach$5,000
Cloisters on the Platte Gretna, NEChurch$3,500
David C Cook Foundation Colorado springs, COEducation$2,500
SLU Orlando, FLLeadership Education$1,000
Divine Mercy Catholic Church Merritt Island, FLReligious and educational$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
David MetcalfPresident2—
Katy MetcalfVP1—
Megan JohnsonSecretary0.5—

Frequently Asked Questions

How large is Metcalf Foundation Inc?

As of 2024, Metcalf Foundation Inc holds $89K in total assets with $36K in annual revenue. It awarded 6 grants totaling $25K in 2024.

Where does Metcalf Foundation Inc operate?

Metcalf Foundation Inc has awarded grants in California, Colorado, Florida, Nebraska, New York, Oregon, Pennsylvania, Texas.

What size grants does Metcalf Foundation Inc award?

In 2024, Metcalf Foundation Inc awarded 6 grants totaling $25K — an average of about $4K per grant, based on its IRS Form 990 filings.

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

Private foundations must generally distribute about 5% of their assets annually. For 2024, Metcalf Foundation Inc reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Metcalf Foundation Inc's EIN?

Metcalf Foundation Inc's EIN (Employer Identification Number) is 59-3627345. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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