Michael and Helen Metrock
Michael and Helen Metrock is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $608K in total assets. In 2024, it awarded 1 grant totaling $30K. Net investment income was $23K.
Key facts about Michael and Helen Metrock
- EIN
- 63-0966503
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $30,000
- Grants made (2024)
- 1
- Average grant
- $30,000
- Median grant
- $30,000
- Total assets
- $608,428
- Primary geography
- Alabama (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Michael and Helen Metrock gives
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2024 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Michael and Helen Metrock
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$608K
-1.5% YoY
Annual Giving
$30K
-1.6% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$30K
+96.7% YoY
Under IRS private-foundation payout rules, Michael and Helen Metrock reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.
About Michael and Helen Metrock
Based on IRS filings
Michael and Helen Metrock is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $608K in total assets. In 2024, it awarded 1 grant totaling $30K. Net investment income was $23K.
Ready to take the next step with Michael and Helen Metrock?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $608,428 | $617,638 | $627,024 |
| Revenue | $23,441 | $23,155 | $17,556 |
| Expenses | $32,655 | $32,719 | $32,039 |
| Qualifying Distributions | $30,000 | $30,500 | $30,000 |
| Net Investment Income | $23,441 | $23,155 | $17,556 |
| Distributable Amount | $44,085 | $37,651 | $37,967 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Children's of Alabama ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S OF ALABAMA Birmingham, AL | FUNDING | $30,000 |
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James T Metrock | President | — | — |
Frequently Asked Questions
How large is Michael and Helen Metrock?
As of 2024, Michael and Helen Metrock holds $608K in total assets with $23K in annual revenue. It awarded 1 grant totaling $30K in 2024.
Where does Michael and Helen Metrock operate?
Michael and Helen Metrock has awarded grants in Alabama.
What size grants does Michael and Helen Metrock award?
In 2024, Michael and Helen Metrock awarded 1 grant totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Michael and Helen Metrock required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Michael and Helen Metrock reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.