2025-05-13T14:46:06-05:00 2024-12-31 510380493 WHEELER WOLFENDEN & DWARES PA 4550 LINDEN HILL ROAD STE 201 WILMINGTON DE 19808 990 2024-01-01 233070457 MONTGOMERY COUNTY FOUNDATION INC MONT 4845327387 4 SENTRY PARKWAY 302 BLUE BELL PA 19422 VIRGINIA FRANTZ CEO 6103139836 2025-05-12 1 0 KATHLEEN CORCORAN CPA P00454914 3022548240 2024 2025-03-06 01:10:19Z VIRGINIA FRANTZ 4 SENTRY PARKWAY 302 BLUE BELL PA 19422 2228252 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. 13 12 5 0 0 0 1535826 895685 0 0 404264 217477 0 0 1940090 1113162 328590 276192 0 0 400164 473483 0 0 37005 293537 279880 1022291 1029555 917799 83607 7333542 7713861 636129 607257 6697413 7106604 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 851932 276192 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.BUILDING STRONG COMMUNITIES AND ASSISTING THOSE MOST IN NEED IS POSSIBLE ONLY THROUGH DONATIONS FROM THOSE WHO WANT TO MAKE A DIFFERENCE.THE FOUNDATION SUPPORTS THE NON-PROFIT COMMUNITY THROUGH GRANTS AND AS FOLLOWS:WE REGULARLY ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC GOALS BY PROVIDING EDUCATION ABOUT ISSUES, NON-PROFITS, THE BEST OPTIONS FOR MAKING A DIFFERENCE IN THE COMMUNITY.WE PROVIDE 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 AND TOPICS INCLUDE FUNDRAISING, ACCOUNTING, CYBER ISSUES, AND OTHER IMPORTANT TOPICS.WE SPONSOR YOUR WAY HOME, A CONTINUING COLLABORATION WITH MONTGOMERY COUNTY, OTHER FOUNDATIONS, NON-PROFIT HOUSING AGENCIES, AND OTHERS TO MAKE HOMELESSNESS RARE, BRIEF, AND NON-RECURRING. THIS INCLUDES 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.DURING THE THREE-YEAR COVID PANDEMIC, WE PROVIDED THE NONPROFITS WITH COACHES AND SOFTWARE TO TEACH THEIR STAFF HOW TO INCREASE THEIR FUNDING - THIS WAS A HIGHLY SUCCESSFUL PUBLIC PRIVATE PARTNERSHIP.DURING THE THREE-YEAR COVID PANDEMIC, WE WORKED WITH OTHERS TO RAISE OVER $1,000,000 TO ASSIST NONPROFITS CONTINUING TO SERVE THOSE MOST IN NEED.WE 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. THIS PROJECT WAS DEVELOPED AND IMPLEMENTED BY THIS FOUNDATION TO PROVIDE CURRENT INFORMATION TO THOSE IN NEED OF SERVICES AND IS NOW LINKED WITH A CALL CENTER AND ONLINE ACCESS AT WWW.211SEPA.ORG.THE FOUNDATION RECEIVED A GRANT FROM ATLANTIC PHILANTHROPIES FOR A 4-YEAR PERIOD TO PROVIDE CIVIC ENGAGEMENT SUPPORT TO A PROGRAM FOR ADULTS 60+, GIVING THEM OPPORTUNITIES TO VOLUNTEER WITH LOCAL NONPROFITS USING THEIR SKILLS TO MAKE AN IMPACT.CREATIVE MONTCO WAS A PARTNERSHIP BETWEEN THE FOUNDATION, INDIVIDUALS, GOVERNMENT, FOUNDATIONS, CORPORATIONS, AND OTHERS, TO COMPLETE A RESEARCH PROJECT TO DEVELOP A 10-YEAR PLAN FOR ARTS AND CULTURE FOR MONTGOMERY COUNTY. THE PROJECT IS IN IMPLEMENTATION PHASE CURRENTLY AND INVOLVED APPROXIMATELY 100 VOLUNTEERS, INDICATING TREMENDOUS COMMUNITY SUPPORT. 851932 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 2 0 5 1 0 0 0 0 0 0 0 0 0 0 X 13 12 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 38278 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 WILLIAM G TONER 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 JOSEPH ST PEDRO CEO BOARD MEMBER 1.00 X 0 0 0 125484 0 38278 1 0 1 0 0 693433 202252 895685 161945 161945 1170622 1115090 55532 55532 55532 1113162 0 0 217477 276192 276192 159957 121567 30392 7998 250970 190737 47684 12549 9178 6975 1744 459 23495 17856 4464 1175 29883 22711 5678 1494 64764 49221 12305 3238 34441 26175 6544 1722 5695 4328 1082 285 8655 6578 1644 433 1000 760 190 50 75745 57566 14392 3787 430 326 82 22 14414 14002 326 86 3298 2506 627 165 18981 14426 3606 949 SOFTWARE 19246 14691 3606 949 DUES & SUBSCRIPTIONS 8630 6558 1640 432 TELEPHONE 8093 6150 1538 405 UTILITIES 8067 6131 1533 403 8421 6476 1541 404 1029555 851932 140618 37005 1391616 1266955 28105 40654 91494 83386 10287 8108 5411275 5935218 492259 462926 7333542 7713861 26583 35721 130851 124415 478695 447121 636129 607257 X 6426416 6833031 270997 273573 6697413 7106604 7333542 7713861 83607 325584 0 X X 0 1 X 1 0 X 2016366 1676061 782080 1535826 895685 6906018 2016366 1676061 782080 1535826 895685 6906018 6906018 83550 94769 109751 171321 188079 647470 7553488 0.91430 0.92570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 42 22629 86611 134827 109898 1800000 3907197 1 1 5392651 109240 -244725 450031 5707197 4314692 986288 -343542 435213 5392651 5120199 186798 -486615 505690 4314692 3902112 1072636 -328708 474159 5120199 3547729 1091298 -1167309 430394 3902112 1.00000 0 0 91494 83386 8108 8108 ACCRUED INCOME 15805 RIGHT OF USE ASSET 447121 462926 LEASE LIABILITY 447121 447121 X 1438746 325584 325584 1113162 0 1113162 1029555 0 1029555 0 1029555 PART V, LINE 4: THE MONTGOMERY COUNTY FOUNDATION, INC. MANAGES FUNDS FOR THE BENEFIT OF NON-PROFIT AGENCIES AND OTHER CHARITABLE CAUSES, INCLUDING: 1. MONTGOMERY COUNTY RESIDENTS WHO FACE HOMELESSNESS AND HUNGER. 2. PROGRAMS THAT PROVIDE EARLY EDUCATION TO YOUNGSTERS WHO HAVE LEARNING DISABILITIES THROUGH A CLASSROOM SETTING OR RECREATION PROGRAM. 3. EDUCATIONAL AND ENVIRONMENTAL PROGRAMS ASSOCIATED WITH PROPHECY CREEK PARK, INCLUDING CONDUCTING LIVING HISTORY PROGRAMS AND PRESERVATION AND MAINTENANCE OF THE PARK. 4. KEN-CREST CENTERS, A NON-PROFIT PROVIDING PROGRAMMING FOR CHILDREN AND ADULTS WITH DISABILITIES. 5. PROGRAMS THAT SUPPORT EDUCATION AND TRAINING IN THE FIELD OF COMPUTERS AND RELATED DISCIPLINES TO IMPROVE THE LIFE QUALITY OF PEOPLE WITH PHYSICAL DISABILITIES. 6. 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. 7. ANIMAL WELFARE PROGRAMS INCLUDING BUT NOT LIMITED TO ANIMAL RESCUE, ADOPTION, AND ANIMAL TRAINING FOR COMPANION AND SEEING-EYE DOGS. 8. NON-PROFIT ORGANIZATIONS WHO FOSTER CHARITABLE, EDUCATIONAL, AND RECREATIONAL ARTS AND CULTURAL PROGRAMS ON A LOCAL BASIS. 9. NON-PROFIT AGENCY ENDOWMENTS. 10. 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 ACCESS SERVICES 500 OFFICE CENTER DRIVE FORT WASHINGTON PA 19034 232003056 501(C)3 23750 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 KEYSTONE OPPORTUNITY CENTER INC 104 N MAIN STREET SOUDERTON PA 18964 232602243 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 15000 0 FMV GRANT IN SUPPORT OF OPERATIONS PETER BECKER COMMUNITY 800 MAPLE AVE HARLEYSVILLE PA 19438 236299695 501(C)3 8566 0 FMV GRANT IN SUPPORT OF OPERATIONS VALLEY FORGE PARK ALLIANCE P O BOX 117 VALLEY FORGE PA 19481 232036005 501(C)3 10000 0 FMV GRANT IN SUPPORT OF OPERATIONS CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 232237932 501(C)3 20000 0 FMV 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 10000 0 GRANT IN SUPPORT OF OPERATIONS THE SALVATION ARMY 533 SWEDE STREET PO BOX 308 NORRISTOWN PA 19404 135562351 501(C)3 10000 0 GRANT IN SUPPORT OF OPERATIONS FAMILY SERVICE OF MONTGOMERY COUNTY 3125 RIDGE PIKE EAGLEVILLE PA 19403 231352361 501(C)3 10000 0 GRANT IN SUPPORT OF OPERATIONS CARSON SCHOLARSHIP FUND 1 40000 FMV SNOW SCHOLARSHIP FUND 3 14333 FMV HANSEN SCHOLARSHIP FUND 1 3530 FMV LEADIN WOMEN OF MONTGOMERY COUNTY SCHOLARSHIP 4 10000 FMV KING OF PRUSSIA PLAYERS SCHOLARSHIP FUND 2 2396 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 9660 0 28618 0 163762 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 693433 FAIR MARKET VALUE MONTGOMERY COUNTY FOUNDATION L MONTGOMERY COUNTY FOUNDATION N MONTGOMERY COUNTY FOUNDATION O HUMAN SERVICES INSTITUTE N