2024-10-23T17:48:28-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 760082098 Montgomery County Community Foundation MONT 2813638158 2001 Timberloch Place 500 The Woodlands TX 77380 Laura Lea Palmer Board Chair 2813638158 2024-10-23 1 0 Barbara Murphy P01386215 7134395739 2024-10-23 2023 2024-10-15 13:58:12Z Julie P Martineau 2001 Timberloch Place 500 The Woodlands TX 77380 5184557 0 X www.mccfoundation.org X 1983 TX Creating legacies to fulfill philanthropic dreams through grants to nonprofits and scholarships. 12 12 2 61 0 0 389434 1627141 0 0 388438 114754 30328 70043 808200 1811938 271610 288250 0 0 136541 141798 0 0 64074 107516 95645 515667 525693 292533 1286245 10127465 11412090 169669 168049 9957796 11244041 The mission of the Montgomery County Community Foundation (MCCF) is to provide leadership in Montgomery County by directing sustainable financial resources that strengthen our community and improve the quality of life for current and future generations. 0 0 309456 253900 Grants: Creating legacy grants by matching donor passions with nonprofits to improve the quality of life in Montgomery County. The Foundation holds donor advised funds, field of interest funds, designated agency funds, and unrestricted funds. A team of 15 Distribution Committee volunteers review and vet grant requests. During 2023, 55 grants were given to feed the hungry, help with rent and utilities, care for abused and neglected children, help children start school with new clothes and school supplies, offer equine therapy to veterans and children, provide health care services and prescriptions, support performing arts and cultural/heritage programs, support animal welfare, and more. 42870 34350 Scholarships: High school and community college students are awarded grants to further their post high school educational pursuits. During 2023, 21 students received scholarships from legacy funds to expand their chance for success. 2023 also marked the first medical school scholarship at SHSU's College of Osteopathic Medicine. Each fund targets a different population or interest, such as a local high school, specific attributes like service above self, academic performance, financial need, or sports. Each fund has a Selection Committee approved by the Board which uses fair and objective criteria to select their nominee(s). All criteria, committees, and final scholarship recipients are approved by the Distribution Committee and Board of Directors. The Foundation provides disaster assistance as needed to Montgomery County residents. In 2023, no disasters occurred that required the use of this fund. 352326 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Julie P Martineau 2813638158 2001 Timberloch Place Ste 500 The Woodlands TX 77380 Tim Welbes Chair 5.00 X X 0 0 0 Laura Lea Palmer Vice Chair 2.00 X X 0 0 0 Leland Dushkin Secretary 2.00 X X 0 0 0 Christin Allphin Treasurer 2.00 X X 0 0 0 Bill Crowl Director 1.00 X 0 0 0 Nick Davis Director 1.00 X 0 0 0 Nick Dupre Director 1.00 X 0 0 0 Jason Mann Director 1.00 X 0 0 0 Chris North Director 1.00 X 0 0 0 Gil Staley Director 1.00 X 0 0 0 Julie Struble Director 1.00 X 0 0 0 Eric Thiergood Director 1.00 X 0 0 0 Julie P Martineau President & CEO 40.00 X 109666 0 3300 109666 0 3300 1 0 0 0 0 156635 1470506 15350 1627141 378735 378735 2999185 3263166 -263981 -263981 -263981 179496 156635 109453 70043 70043 1811938 0 0 184797 253900 253900 34350 34350 112966 39538 33890 39538 18975 6642 5692 6641 9857 3450 2957 3450 17700 17700 36590 36590 14454 5056 4342 5056 4385 1535 1315 1535 18266 6393 5480 6393 2102 736 631 735 74 74 2074 726 622 726 525693 352326 109293 64074 66751 73894 1056223 2890186 5173 2992 2329 2181 9002162 8445829 10127465 11412090 169669 168049 169669 168049 X 625066 639994 9332730 10604047 9957796 11244041 10127465 11412090 1286245 0 X 1 X 0 1 0 X 236380 915921 689820 389434 1627141 3858696 236380 915921 689820 389434 1627141 3858696 1129329 2729367 301707 389993 540016 392824 378735 2003275 67521 36840 51526 30328 70043 256258 6118229 0.44610 0.36550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 58 901232 592971 51700 236550 2266637 8823662 1 1 0 1 X 9651345 1494203 124972 288250 37997 10944273 9351326 222795 348834 271610 9651345 8519893 557824 565372 291763 9351326 7526841 813024 452804 272776 8519893 7316351 139484 396724 325718 7526841 0.03000 0.64000 0.33000 0 0 5173 2992 2181 2181 Part IV, Line 2b: The Foundation receives funds from individuals, corporations, foundations, and other sources. Not-for-profit organizations wishing to create a fund for their benefit can create an agency endowment fund. At the time the initial gift is made, the not-for-profit organization designates itself to receive the fund's distributions. Distributions are paid to the designated organization as long as it is in existence. In the event the designated organization ceases to exist, becomes obsolete, or is unable to perform its charitable purposes, monies from the funds can be redirected to an organization which, in the opinion of the Board of Directors of the Foundation, best perpetuates the original intent. Part V, Line 4: The endowment funds are intended to be used to benefit the residents of Montgomery County Texas by funding grants, scholarships, and long-term disaster recovery efforts. Wine Dinner 218550 88850 129700 13775 7518 31544 16344 Shoot Out 78881 49340 29541 2607 3871 2662 20448 1 38700 18445 20255 518 5047 1988 3131 336131 156635 179496 16900 16436 36194 39923 109453 70043 1 St Isidore Episcopal Church 24803 Oakhurst Dr Spring TX 77386 813447688 501(c)(3) 5800 0 Abundant Harvest food kitchen support All Ears Listening & Language Center 4840 W Panther Creek Dr Ste 208 The Woodlands TX 77381 465209696 501(c)(3) 8300 0 Speech/auditory verbal therapy services Assistance League of Montgomery County 126 N San Jacinto St Conroe TX 77301 760438092 501(c)(3) 11200 0 Support for trauma survivors Compassion United Inc PO Box 2582 Conroe TX 77305 262240778 501(c)(3) 7000 0 Licensing assistance Conroe Live Inc 300 West Davis St Ste 520 Conroe TX 77301 753235317 501(c)(3) 5500 0 Art project support Emerging Grace Ministries Inc 27708 Tomball Pkwy 125 Tomball TX 77358 853034418 501(c)(3) 15000 0 Campus remodeling support First Baptist Church of Conroe 600 N Main St Conroe TX 77301 746000557 501(c)(3) 5200 0 Local missions support Kids' Meals 330 Garden Oaks Blvd Houston TX 77018 760330447 501(c)(3) 10000 0 Meal delivery support Montgomery Band Boosters Inc PO Box 2003 Montgomery TX 77356 900549157 501(c)(3) 10700 0 Musical education support Montgomery County Food Bank One Food for Life Way Conroe TX 77385 760153892 501(c)(3) 13900 0 Food program assistance Montgomery County Habitat for Humanity 1501 South 7th St Conroe TX 77301 760276330 501(c)(3) 5500 0 Housing assistance for low-income individuals Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 19000 0 General operations Montgomery County Youth Services 105 West Lewis Conroe TX 77301 742035878 501(c)(3) 5500 0 Program training assistance Texas New Community Alliance PO Box 7181 The Woodlands TX 77387 141925138 501(c)(3) 8000 0 Classroom enhancement support Oscar Johnson Jr Community Center Volunteers 100 Park Pl Conroe TX 77301 760436797 501(c)(3) 5200 0 Program support reMIND Depression and Bipolar Support PO Box 27607 Houston TX 77227 760206826 501(c)(3) 5250 0 Program support Society of Samaritans Inc PO Box 912 Magnolia TX 77393 760187004 501(c)(3) 12500 0 Emergency rent and utility assistance StoneBridge Food Pantry One StoneBridge Church Dr The Woodlands TX 77382 273298579 501(c)(3) 6561 0 Facility renovation support The Rose 12700 N Featherwood Dr Ste 260 Houston TX 77034 760193812 501(c)(3) 5200 0 Healthcare support Woodlands Dog Park Club PO Box 130175 The Woodlands TX 77393 200997770 501(c)(3) 9000 0 Support for spay, neuter, vaccinate and microchip programs 20 Scholarships 21 34350 Part I, Line 2: Grant agreements require the grantee to provide a written grant report that includes digital photographic support of beneficiaries of the grant who were personally involved in the program and a 2-3 sentence narrative about how they benefited from the funding provided. The report must also contain an explanation from the grantee on how the funding improved the life of someone in Montgomery County. The grant report is reviewed by the distribution committee prior to discussion on the subsequent year's funding request from a grantee. If a grantee does not make a funding request the subsequent year, the grant report is reviewed by the President/CEO. Additionally, the grant agreements require that any funds not used or committed for the specific purpose of the grant within the specified term of January 1 through December 31 of the grant year must be returned to MCCF unless otherwise authorized in writing. Form 990, Part VI, Section A, line 1a The Executive Committee consists of at least four or more Directors including the Foundation Chair, Vice Chair, Secretary, and Treasurer. Additionally, the President/CEO is a non-voting member of the Executive Committee. During intervals between Board meetings, the Executive Committee may exercise all the powers of the Board of Directors in the management of the affairs of the Foundation. The Executive Committee keeps full records and accounts of its proceedings and transactions. All actions taken by the Executive Committee are reported to the Board of Directors at its meeting succeeding such action and are subject to control, revision, and alteration by the Board. Form 990, Part VI, Section B, line 11b The Foundation's President/CEO and Board of Directors review Form 990 before filing with the IRS. Form 990, Part VI, Section B, line 12c All employees, Directors, Committee members, and investment advisors are covered by the conflict of interest policy. Conflicts of interest are determined at each level - Board, Executive Director and Committee - and actual conflicts of interest are reviewed at the same levels. When a conflict of interest is identified, the individual must recuse themselves from deliberations and abstain from voting on the conflicted matter. Form 990, Part VI, Section B, line 15a The MCCF Board of Directors reviews and votes on compensation awarded to the President/CEO annually. For this review, the Board is provided the Council on Foundations' employee compensation summary for community foundations with comparable asset size. Additionally, the Board conducts an annual evaluation of the President/CEO's job performance. Form 990, Part VI, Section C, line 19 Documents and policies are made available to the public as requested. Some documents are also available on the Foundation's website at www.mccfoundation.org.