2024-05-12T19:57:12-05:00 2023-12-31 510380493 WHEELER WOLFENDEN & DWARES PA 4550 LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2023-01-01 233070457 MONTGOMERY COUNTY FOUNDATION INC MONT 4845327387 4 SENTRY PARKWAY 302 BLUE BELL PA 19422 VIRGINIA FRANTZ CEO 6103139836 2024-05-08 1 VIRGINIA FRANTZ 999009999 0 KATHLEEN CORCORAN CPA P00454914 3022548240 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z VIRGINIA FRANTZ 4 SENTRY PARKWAY 302 BLUE BELL PA 19422 3389287 0 X WWW.MCFOUNDATIONINC.ORG X 2001 PA TO DEVELOP, RECEIVE, ADMINISTER AND MANAGE, UNDER COMMUNITY CONTROL, FUNDS RECEIVED FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE THEM FOR CHARITABLE PURPOSES, PRIMARILY TO MEET LOCAL NEEDS. 12 11 4 0 0 0 782080 1535826 0 0 63461 404264 0 0 845541 1940090 501965 328590 0 0 335171 400164 0 0 33174 260956 293537 1098092 1022291 -252551 917799 5786273 7333542 127394 636129 5658879 6697413 X TO DEVELOP, RECEIVE, ADMINISTER AND MANAGE, UNDER COMMUNITY CONTROL, FUNDS RECEIVED FROM PUBLIC AND PRIVATE SOURCES AND DISTRIBUTE THEM FOR CHARITABLE PURPOSES, PRIMARILY TO MEET LOCAL NEEDS. 0 0 863060 328590 THE FOUNDATION COLLECTS AND DISTRIBUTES FUNDS TO ASSIST A WIDE RANGE OF COMMUNITY NEEDS THAT INCLUDE EDUCATION, HEALTH AND HUMAN SERVICES AND CULTURAL GROUPS SERVING RESIDENTS OF MONTGOMERY COUNTY. AS WELL AS ASSISTING DONORS TO ESTABLISH PERMANENT ENDOWMENT FUNDS, THE FOUNDATION ACCEPTS DONATIONS OF ALL SIZES TO ADDRESS ISSUES IN THE COMMUNITY. THE FOUNDATION IS A COMMUNITY FOUNDATION AND HAS TAKEN ON THE ROLE OF 'A CATALYST FOR COMMUNITY SOLUTIONS' BY CONVENING INDIVIDUALS, AGENCIES AND GROUPS TO STRENGTHEN COMMUNITIES TO ADDRESS THOSE NEEDS.THE FOUNDATION PROVIDES EDUCATIONAL PROGRAMS TO STAFF AND BOARD MEMBERS OF NON-PROFITS TO ENHANCE THEIR CAPACITY. THESE PROGRAMS ADDRESS ORGANIZATIONAL ISSUES, FINANCIAL ISSUES AND OTHER CURRENT TOPICS CRITICAL TO THE OPERATIONS OF NON-PROFIT ORGANIZATIONS.THE FOUNDATION HAS FUNDED LOCAL RESEARCH PROJECTS IN COLLABORATION WITH OTHER FUNDERS TO IDENTIFY COMMUNITY NEEDS. THE RESULTS OF THOSE RESEARCH PROJECTS OFTEN RESULT IN THE UNDERTAKING OF CATALYST FOR COMMUNITY SOLUTIONS PROJECTS LIKE THE HUMAN SERVICES RESOURCE DIRECTORY NOW CALLED WWW.211SEPA.ORG. THIS PROJECT NOW LINKED WITH A CALL CENTER WAS DEVELOPED AND IMPLEMENTED BY THIS FOUNDATION TO PROVIDE CURRENT INFORMATION TO THOSE IN NEED OF SERVICES.THE FOUNDATION HAS ALSO PROVIDED CIVIC ENGAGEMENT OPPORTUNITIES TO ADULTS 60+, A PROGRAM SUPPORTED BY A GRANT FROM ATLANTIC PHILANTHROPIES FOR A 4 YEAR PERIOD PROVIDING VOLUNTEERS OPPORTUNITIES WITH LOCAL NONPROFITS USING THEIR SKILLS TO MAKE AN IMPACT.MOST RECENTLY, THE FOUNDATION, IN PARTNERSHIP WITH INDIVIDUALS, GOVERNMENT, FOUNDATIONS, CORPORATIONS AND OTHERS, HAS COMPLETED A RESEARCH PROJECT TO DEVELOP A 10 YEAR PLAN FOR ARTS AND CULTURE FOR MONTGOMERY COUNTY. THE PROJECT IS IN IMPLEMENTATION PHASE CURRENTLY AND HAS APPROXIMATELY 100 VOLUNTEERS INVOLVED. THE PROJECT, CALLED CREATIVE MONTCO, HAS TREMENDOUS COMMUNITY SUPPORT.THE MONTGOMERY COUNTY FOUNDATION, INC. ALSO IN PARTNERSHIP WITH FOUNDATIONS, NON-PROFIT HOUSING AGENCIES, COUNTY GOVERNMENT AND OTHERS, IS ALSO WORKING TO CHANGE THE SYSTEM THAT ASSISTS PEOPLE WHO ARE HOMELESS OR ABOUT TO BE HOMELESS. THE NEW SYSTEM WILL LEAD TO SUCCESSFUL SOLUTIONS TO THE ISSUES AND WITH MORE PERMANENT AND QUICKER RESULTS.THE FOUNDATION SUPPORTS THE NON-PROFIT COMMUNITY THROUGH GRANTS AND IN OTHER WAYS. THE FOUNDATION PROVIDES MONTHLY EDUCATIONAL PROGRAMS FOR NON-PROFIT STAFF AND BOARDS ASSISTING THEM WITH INFORMATION ABOUT ISSUES THEY ARE FACING. THESE PROGRAMS ARE PROVIDED AT NO CHARGE. TOPICS INCLUDE FUNDRAISING, ACCOUNTING, CYBER ISSUES AND OTHER IMPORTANT TOPICS.THE FOUNDATION REGULARLY ASSISTS DONORS TO ACHIEVE THEIR PHILANTHROPIC GOALS BY PROVIDING EDUCATION ABOUT ISSUES, NON-PROFITS, THE BEST OPTIONS FOR MAKING A DIFFERENCE IN THE COMMUNITY.BUILDING STRONG COMMUNITIES AND ASSISTING THOSE MOST IN NEED IS POSSIBLE ONLY THROUGH DONATIONS FROM THOSE WHO WANT TO MAKE A DIFFERENCE. 863060 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 4 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X THE ORGANIZATION 4845327387 4 SENTRY PARKWAY 302 BLUE BELL PA 19422 VIRGINIA FRANTZ PRESIDENT AND CEO 40.00 X X 125484 0 42342 CINDY DICCIANNI RN CHFC CSA CLTC CHAIRPERSON 1.00 X X 0 0 0 DR THURMAN D BOOKER SECRETARY 1.00 X X 0 0 0 WILLIAM L LANDSBURG ESQ BOARD MEMBER 1.00 X 0 0 0 SHEILA D STITH CSA BOARD MEMBER 1.00 X 0 0 0 HARVEY STRAUSS ESQ BOARD MEMBER 1.00 X 0 0 0 DR A KIRK FIELD TREASURER 1.00 X X 0 0 0 CATHERINE M HARPER ESQ BOARD MEMBER 1.00 X 0 0 0 GERALD E GORSKI VICE CHAIRPERSON 1.00 X X 0 0 0 MARSHA B BOLDEN ESQ BOARD MEMBER 1.00 X 0 0 0 JOHN RULE ESQ BOARD MEMBER 1.00 X 0 0 0 REBECCA M FARNSWORTH CFA BOARD MEMBER 1.00 X 0 0 0 125484 0 42342 1 0 1 0 0 460000 1075826 1535826 149628 149628 1703833 1449197 254636 254636 254636 1940090 0 0 404264 328590 328590 163092 123950 30987 8155 178178 135415 33854 8909 9548 7257 1814 477 25245 19186 4797 1262 24101 18317 4579 1205 84296 64065 16016 4215 34969 26641 6593 1735 4220 3452 608 160 1450 1101 276 73 1038 789 197 52 73360 55754 13938 3668 305 232 58 15 21677 21542 107 28 3750 2849 713 188 17687 13442 3361 884 SOFTWARE 12624 9594 2399 631 MISCELLANEOUS 9652 9193 363 96 UTILITIES 8702 6614 1653 435 TELEPHONE 7593 5770 1443 380 12214 9307 2301 606 1022291 863060 126057 33174 1492720 1391616 19492 28105 90375 80088 14037 10287 4253191 5411275 6833 492259 5786273 7333542 14500 26583 112894 130851 0 478695 127394 636129 X 5391972 6426416 266907 270997 5658879 6697413 5786273 7333542 917799 120735 0 X X 0 1 X 1 0 X 937286 2016366 1676061 782080 1535826 6947619 937286 2016366 1676061 782080 1535826 6947619 6947619 98450 83550 94769 109751 171321 557841 7505460 0.92570 0.92910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 35 3109 983179 103688 239854 1767501 3625150 1 1 4314692 986288 -343542 435213 5392651 5120199 186798 -486615 505690 4314692 3902112 1072636 -328708 474159 5120199 3547729 1091298 -1167309 430394 3902112 2892722 267763 -179130 566374 3547729 1.00000 0 0 90375 80088 10287 10287 ACCRUED INCOME 13564 RIGHT OF USE ASSET 478695 492259 LEASE LIABILITY 478695 478695 X 2060825 120735 120735 1940090 0 1940090 1022291 0 1022291 0 1022291 PART V, LINE 4: THE MONTGOMERY COUNTY FOUNDATION, INC. MANAGES FUNDS FOR THE BENEFIT OF: MONTGOMERY COUNTY RESIDENTS WHO FACE HOMELESSNESS AND HUNGER. NON-PROFIT AGENCIES AND OTHER CHARITABLE CAUSES. PROGRAMS THAT PROVIDE EARLY EDUCATION TO YOUNGSTERS WHO HAVE LEARNING DISABILITIES THROUGH A CLASSROOM SETTING OR RECREATION PROGRAM. EDUCATIONAL AND ENVIRONMENTAL PROGRAMS ASSOCIATED WITH PROPHECY CREEK PARK, INCLUDING CONDUCTING LIVING HISTORY PROGRAMS AND PRESERVATION AND MAINTENANCE OF PROPHECY CREEK PARK. KEN-CREST CENTERS A NON-PROFIT PROVIDING PROGRAMMING FOR CHILDREN AND ADULTS WITH DISABILITIES. PROGRAMS THAT SUPPORT EDUCATION AND TRAINING IN THE FIELD OF COMPUTERS AND RELATED DISCIPLINES TO, AND IMPROVE THE LIFE QUALITY OF, PEOPLE WITH PHYSICAL DISABILITIES. LOW INCOME FAMILIES IN DIRE NEED OF HEATING AND COOLING ASSISTANCE. CLIENTS ARE ASSESSED BY THE LOCAL AREA AGENCY ON AGING FOR ELIGIBILITY. THIS IS FUNDING OF LAST RESORT AFTER STATE AND LOCAL ASSISTANCE IS USED. NO FUNDS ARE GIVEN TO THE INDIVIDUALS OR FAMILIES WHO QUALIFY. ANIMAL WELFARE PROGRAMS INCLUDING BUT NOT LIMITED TO ANIMAL RESCUE, ADOPTION, AND ANIMAL TRAINING SUCH AS COMPANION AND SEEING-EYE DOGS. THE ARTS AND CULTURAL NON-PROFIT ORGANIZATIONS AND TO FOSTER CHARITABLE, EDUCATIONAL, AND RECREATIONAL ARTS & CULTURAL PROGRAMS ON A LOCAL BASIS. NON-PROFIT AGENCY ENDOWMENT. SCHOLARSHIPS FOR LOCAL HIGH SCHOOL SENIORS SEEKING DEGREES FROM TWO OR FOUR YEAR ACCREDITED SCHOOLS. SCHOLARSHIPS ARE AWARDED TO UNDERGRADUATES ONLY, BASED ON FINANCIAL NEED, ACADEMIC PERFORMANCE, AND IN SOME CASES, COURSE OF STUDY. PART X, LINE 2: THE CORPORATION IS A NONPROFIT ENTITY THAT IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE CORPORATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE CORPORATION HAS ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL AND STATE INCOME TAX POSITIONS, AND HAS DETERMINED BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2020, 2021 AND 2022 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE PENNSYLVANIA DEPARTMENT OF REVENUE. HOWEVER, THE CORPORATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE CORPORATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. ANY INTEREST AND PENALTIES RELATED TO INCOME TAXES ARE INCLUDED IN INCOME TAX EXPENSE. 1 CARSON VALLEY CHILDREN'S AID 1419 BETHLEHEM PIKE FLOURTOWN PA 19031 231352623 501(C)3 9000 0 FMV GRANT IN SUPPORT OF OPERATIONS ACCESS SERVICES 500 OFFICE CENTER DRIVE FORT WASHINGTON PA 19034 232003056 501(C)3 12905 0 FMV GRANT IN SUPPORT OF OPERATIONS VARIETY OF GREATER PHILIADELPHIA 2950 POTSHOP ROAD PO BOX 609 WORCESTER PA 19490 236392728 501(C)3 21502 0 FMV GRANT IN SUPPORT OF OPERATIONS CATHOLIC SOCIAL SERVICES 222 N 17TH STREET PHILADELPHIA PA 19103 231352063 501(C)3 10000 0 FMV GRANT IN SUPPORT OF OPERATIONS MANNA ON MAIN STREET 606 E MAIN STREET SUITE 1001 LANDSDALE PA 19446 232287252 501(C)3 10000 0 FMV GRANT IN SUPPORT OF OPERATIONS LEGAL AID OF SOUTHEASTERN PENNSYLVANIA 625 SWEDE ST NORRISTOWN PA 19401 231901014 501(C)3 12000 0 FMV GRANT IN SUPPORT OF OPERATIONS ARCADIA UNIVERSITY 450 S EASTON ROAD GLENSIDE PA 19038 231352620 501(C)3 32562 0 GRANT IN SUPPORT OF OPERATIONS CHURCH ON THE MALL 500 W GERMANTOWN PIKE BOX 80 LAFAYETTE HILL PA 19462 236393377 501(C)3 8500 0 GRANT IN SUPPORT OF OPERATIONS CLARE OF ASSISI HOUSE 2325 S 12TH STREET READING PA 19602 471044541 501(C)3 5500 0 GRANT IN SUPPORT OF OPERATIONS KENCREST SERVICES 960A HARVEST DRIVE SUITE 100 BLUE BELL PA 19422 231711070 501(C)3 7175 0 GRANT IN SUPPORT OF OPERATIONS NATURAL LANDS TRUST INC 1031 PALMERS MILL ROAD MEDIA PA 19063 236272818 501(C)3 10000 0 GRANT IN SUPPORT OF OPERATIONS PAWS AND AFFECTION PO BOX 138 NARBERTH PA 19072 463358115 501(C)3 10548 0 GRANT IN SUPPORT OF OPERATIONS THE POTTSTOWN CLUSTER OF RELIGIOUS COMMUNITIES 57 N FRANKLIN STREET POTTSTOWN PA 19464 231977722 501(C)3 13000 0 GRANT IN SUPPORT OF OPERATIONS CARSON SCHOLARSHIP GRANT 1 50000 FMV SNOW SCHOLARSHIP GRANT 10 30750 FMV LEADING WOMEN OF MONTGOMERY COUNTY SCHOLARSHIP 9 10000 FMV M&T CHARITABLE FOUNDATION SCHOLARSHIP 5 5000 FMV PART I, LINE 2: GRANT MONITORING POLICY ( A PART OF THE INTERNAL REVIEW POLICY) WAS ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS ON JUNE 9, 2005 AND PROVIDES FOR DUE DILIGENCE FOR STATUS, GRANT AGREEMENTS, ASSESSMENT OF APPLICATION, BUDGETS, ETC., AND PROVIDES FOR A FOLLOW-UP REPORT NO LATER THAN ONE YEAR FROM THE GRANT DISTRIBUTION FOR GRANTS UNDER $5,000. IT REQUIRES A FINANCIAL REPORT ON THE USE OF THE DOLLARS AS WELL. ON GRANTS $5,000 - $10,000, QUARTERLY REPORTS ON OUTCOMES AND FINANCIAL USE OF THE GRANT ARE REQUIRED. THOSE REPORTS ARE REVIEWED AND THE AGENCIES ARE CONTACTED FOR CLARIFICATIONS IF OUTCOMES ARE NOT MET. NO NEW GRANTS ARE ALLOWED WITHOUT FOLLOW-UP REPORTS AND IF FOLLOW-UP REPORTS ARE NOT PROVIDED THE GRANT DOLLARS ARE TO BE RETURNED BY THE AGENCY. GRANTEES MUST REQUEST IN WRITING ANY CHANGE IN USE OF THE FUNDS AND THE STAFF AND CHAIRPERSON OF THE GRANTMAKING COMMITTEE REVIEW CHANGE REQUEST TO DETERMINE ITS ELIGIBILITY FOR ACCEPTANCE. FOLLOW-UP REPORTS ARE A PART OF THE FILE FOR THE AGENCY RECEIVING GRANTS AND PERIODIC VISITS MAY BE MADE TO THE AGENCIES. X X 0 0 0 0 0 0 0 0 0 VIRGINIA FRANTZ PRESIDENT AND CEO 125484 0 0 0 0 0 9289 0 33053 0 167826 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE AUDIT COMMITTEE AND THEN FORWARDED WITH ANY CHANGES TO THE BOARD PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS REQUIRED TO ASSESS THEIR RELATIONSHIPS ANNUALLY AND SIGN AN ACKNOWLEDGEMENT AFFIRMING THAT THEY HAVE NO CONFLICTS AS DETAILED IN THE CONFLICTS OF INTEREST POLICY. THE POLICY IS READ TO THE BOARD EACH YEAR PRIOR TO THEIR COMPLETION AT THE END OF BOARD MEETING AND IT IS SO NOTED IN THE BOARD MINUTES. THIS IS TRACKED BY THE AGENCY AS A PART OF THE RESPONSIBILITIES OF THE ADMINISTRATIVE ASSISTANT AND IS REVIEWED FOR COMPLETENESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS THE PERFORMANCE OF BOTH THE ORGANIZATION AND THE CEO INDIVIDUALLY ON AN ANNUAL BASIS, AND CONSIDERS THE COMPENSATION OF COMPARABLE POSITIONS WITHIN SIMILAR ORGANIZATIONS REGIONALLY TO DETERMINE THE COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE VIA WEBSITE ACCESS OR UPON REQUEST. FORM 990 PART XII LINE 2C THE PROCESS FOR AUDIT OVERSIGHT AND SELECTION ON AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. MONTGOMERY COUNTY FOUNDATION 4 SENTRY PARKWAY SUITE 302 BLUE BELL PA 19422 236298550 GRANT-MAKING. PA 501(C)(3) LINE 11, TYPE II NO 0 HUMAN SERVICES INSTITUTE 4 SENTRY PARKWAY SUITE 302 BLUE BELL PA 19422 231884706 TO PROVIDE RESEARCH FOR HEALTH AND HUMAN SERVICE ISSUES. PA 501(C)(3) LINE 11, TYPE II NO 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MONTGOMERY COUNTY FOUNDATION C 460000 FAIR MARKET VALUE MONTGOMERY COUNTY FOUNDATION L MONTGOMERY COUNTY FOUNDATION N MONTGOMERY COUNTY FOUNDATION O HUMAN SERVICES INSTITUTE N