Metcalf Foundation Inc

Private 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.

Metcalf Foundation Inc at a glance

In short: Metcalf Foundation Inc gave $25K across 6 grants in 2024 (avg $4K), mostly in Florida. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$25,000
-3.8% vs 2023
Grants made (2024)
6
-33.3% vs 2023
Average grant
$4,167
+44.2% vs 2023
Median grant
$3,000
Total assets
$89,106
+19.9% vs 2023
Primary geography
Florida (56% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

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

Who Metcalf Foundation Inc funds

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

The largest 2024 recipient was Lifework Leadership ($12K). Together the top 6 received $25K.

Grant Size Distribution

47 grants across all recorded years

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

The most common grant size was under $50K: 47 grants of 47 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

OrlandoEugeneGretnaMerritt IslandCasselberryPatrick AfbColorado SpringsDallasNyLancasterNycOceanside

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K11 grants2020 10 grants2021 11 grants2022 9 grants2023 6 grants2024

From 2020 to 2024, annual grant giving ranged from $25K (2024) to $45K (2021). In 2024 it made 6 grants totaling $25K.

Grants by year

Grant recipients and amounts by year

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
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsDistributable Amount
2024$89,106$36,000$25,354$25,0006$25,170$3,140
2023$74,316$35,000$26,170$26,0009$26,000$8,019
2022$130,834$35,000$76,365$38,34511$76,365$3,844
2021$138,553$50,000$44,907$44,75010$44,750$10,367
2020$153,173$50,000$40,113$39,95611—$11,268

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.

Leadership & Key People

Officers and directors from IRS filings

Metcalf Foundation Inc is led by David Metcalf, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • David Metcalf

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Katy Metcalf

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Megan Johnson

    Secretary

    On filings since 2023

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Carol Ingram Roberts (2020–2022) — Secretary

Data from IRS Form 990 filings, 2020–2024. "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 Metcalf Foundation Inc

How much does Metcalf Foundation Inc give each year?

Metcalf Foundation Inc gave $25K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $26K across 9 grants.

What is Metcalf Foundation Inc's typical grant size?

Metcalf Foundation Inc's median grant in 2024 was $3,000, and its average grant was $4,167, across 6 grants on its 2024 IRS Form 990-PF.

Where does Metcalf Foundation Inc give grants?

Metcalf Foundation Inc gives mostly in Florida: 56% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Oregon (20%) and Nebraska (14%). The most frequent recipient cities were Orlando, FL (2 grants).

Does Metcalf Foundation Inc give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on Metcalf Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.

Who are Metcalf Foundation Inc's largest grantees?

Metcalf Foundation Inc's largest 2024 grantees include Lifework Leadership ($12,000), Palau ($5,000) and Cloisters on the Platte ($3,500), according to its 2024 IRS Form 990-PF. Together they received 82% of its itemized 2024 grant dollars.

How large is Metcalf Foundation Inc?

Metcalf Foundation Inc reported $89K in total assets on its 2024 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets).

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.

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

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Metcalf Foundation Inc'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.

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