Michael and Helen Metrock
Michael and Helen Metrock is a private foundation, based in Birmingham, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $562K in total assets. In 2025, it awarded 3 grants totaling $66K. Net investment income was $22K.
Michael and Helen Metrock at a glance
In short: Michael and Helen Metrock gave $66K across 3 grants in 2025 (avg $22K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,500
- +118.3% vs 2024
- Grants made (2025)
- 3
- +200.0% vs 2024
- Average grant
- $21,833
- -27.2% vs 2024
- Median grant
- $5,000
- Total assets
- $561,763
- -7.7% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Michael and Helen Metrock funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Children's of Alabama ($60K). Together the top 3 received $66K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 7 grants of 8 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Michael and Helen Metrock gives
- Giving grew 118% from 2022 to 2025. Method
- In 2025 it paid out 135% 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
From 2019 to 2025, annual grant giving ranged from $30K (2021) to $66K (2025). In 2025 it made 3 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's of Alabama Birmingham, AL | Funding | $60,000 |
| Highlands College Birmingham, AL | Funding | $5,000 |
| Southern Museum of Flight Birmingham, AL | Funding | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $561,763 | $21,714 | $68,855 | $65,500 | 3 | $65,500 | $21,714 | $48,695 |
| 2024 | $608,428 | $23,441 | $32,655 | $30,000 | 1 | $30,000 | $23,441 | $44,085 |
| 2023 | $617,638 | $23,155 | $32,719 | $30,500 | 2 | $30,500 | $23,155 | $37,651 |
| 2022 | $627,024 | $17,556 | $32,039 | $30,000 | 1 | $30,000 | $17,556 | $37,967 |
| 2021 | $642,221 | $68,571 | $32,688 | $30,000 | 1 | $30,000 | $68,571 | $36,846 |
| 2020 | $605,694 | $18,999 | $42,214 | $40,000 | 2 | — | $18,999 | $32,626 |
| 2019 | $631,787 | $20,626 | $48,036 | $46,000 | 2 | — | $20,626 | $34,113 |
Under IRS private-foundation payout rules, Michael and Helen Metrock reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Michael and Helen Metrock is led by James T. Metrock, President on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
James T. Metrock
President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Michael and Helen Metrock
How much does Michael and Helen Metrock give each year?
Michael and Helen Metrock gave $66K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 1 grant.
What is Michael and Helen Metrock's typical grant size?
Michael and Helen Metrock's median grant in 2025 was $5,000, and its average grant was $21,833, across 3 grants on its 2025 IRS Form 990-PF.
Where does Michael and Helen Metrock give grants?
Michael and Helen Metrock gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Birmingham, AL (3 grants).
Does Michael and Helen Metrock give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Michael and Helen Metrock's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Funding" (3 grants).
How large is Michael and Helen Metrock?
Michael and Helen Metrock reported $562K in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
What is Michael and Helen Metrock's EIN?
Michael and Helen Metrock's EIN (Employer Identification Number) is 63-0966503. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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