Jerry Metcalf Foundation
- Assets
- $224.2k
- Revenue
- $15.3k
- Investments
- $196.0k
- Employees
- 0
- Location
- Helena, MT
- Founding
- 02/1998
- Data as of
- 04/2021
- EIN
- 84-1422789
Organization Overview
Jerry Metcalf Foundation is located in Helena, MT. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jerry Metcalf Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 04/2021, Jerry Metcalf Foundation generated $15.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (37.1%) each year. All expenses for the organization totaled $12.5k during the year ending 04/2021. As we would expect to see with falling revenues, expenses have declined by (29.9%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Jerry Metcalf Foundation has awarded 84 individual grants totaling $257,580. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Karma Alfredson President | 0.5 | $0 | |
Paul Smith Vice President | 0.5 | $0 | |
Terry Minnow Director | 0.5 | $0 | |
Kay Satre Secretary/treasurer | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $3,508 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,801 |
| Capital Gain Net Income | $11,801 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $15,309 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $7,494 |
| Contributions, gifts, grants paid | $5,000 |
| Total expenses and disbursements | $12,494 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $28,201 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $224,197 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jerry Metcalf Foundation has awarded $56,528 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
Broadus, MT PURPOSE: TO PURCHASE A CARDIAC MONITOR/DEFIBRILLATOR WITH VITAL RECORDING AND TRANSMISSION CAPABILITY FOR THEIR AMBULANCES | $4,000 |
Bozeman, MT PURPOSE: RURAL LONG ACTING REVERSIBLE BIRTH CONTROL MEDIA CAMPAIGN | $4,000 |
Helena, MT PURPOSE: TO REPLACE THE 30-YEAR-OLD STAGE FLOOR WITH A PAINTED HIGH-GRADE PLYWOOD STAGE FLOOR THAT WILL BE SAFE, DURABLE, INEXPENSIVE, AND EASY TO MAINTAIN | $4,000 |
HELENA CIVIC TELEVISION PURPOSE: EDIT VIDEO DOCUMENTARY ON THE CREATION OF GLACIER-WATERTON INTERNATIONAL PEACE PARK | $4,000 |
SOFT LANDING MISSOULA PURPOSE: TO COVER COSTS ASSOCIATED WITH MEDIA OUTREACH AND EDUCATION EVENTS CONDUCTED TO SUPPORT REFUGEES THROUGH ONGOING EDUCATION AND ADVOCACY, RAISE AWARENESS OF THE CHALLENGES REFUGEES FACE, AND KEEP ITS COMMUNITY RESOURCE CENTER OPEN | $4,000 |
Billings, MT PURPOSE: TO SUPPORT STAFF TIME DEDICATED TO NPRC'S EFFORTS TO IMPROVE AND DEMOCRATIZE MONTANA'S ENERGY SYSTEM BY REFORMING RURAL ELECTRIC COOPERATIVES | $4,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Montana Healthcare Foundation Bozeman, MT | $211,845,474 | $27,605,227 |
Homer A Scott And Mildred S Scott Foundation Sheridan, WY | $28,032,742 | $11,071,204 |
J R Simplot Foundation Inc Boise, ID | $241,362,659 | $7,582,149 |
Laura Moore Cunningham Foundation Inc Boise, ID | $9,665,036 | $4,890,131 |
Bruno And Evelyne Betti Foundation Billings, MT | $0 | $451,341 |
Dakota Charitable Foundation Inc Rapid City, SD | $26,047,186 | $2,168,472 |
Town Pump Charitable Foundation Butte, MT | $40,763,462 | $8,633,359 |
Pharos Foundation Jackson, WY | $46,452,761 | $4,714,657 |
Foley Family Charitable Foundation Whitefish, MT | $33,136,562 | $2,272,522 |
Fred & Clara Eckert Foundation For Children Williston, ND | $22,065,382 | $6,837,965 |
George B Storer Foundation Inc Jackson, WY | $58,787,234 | $2,111,031 |
The Martin Family Foundation Casper, WY | $32,865,845 | $6,480,338 |