2026-03-27T10:14:34-05:00 2025-06-30 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-07-01 521804509 Montgomery County Public Schools Educational Foundation Inc MONT 2407403216 850 Hungerford Dr 149 Rockville MD 20850 Leslie Zeid Treasurer 2407403216 2026-03-24 1 0 Stacy Cullen P00974308 3012316200 2026-03-24 2024 2025-03-06 01:10:19Z Dr Kristen Callisto 850 Hungerford Dr 149 Rockville MD 20850 3313090 0 X www.mcpsfoundation.org X 1989 MD Support the success of Montgomery County Public Schools (MCPS) more than 160,000 students in over 200 schools - the largest school district in Maryland - by prioritizing the mitigation of opportunity gaps and funding teaching and learning innovation. 10 10 2 10 0 0 3421921 2928038 0 0 303871 380370 0 4682 3725792 3313090 3428691 3094496 0 0 574314 204633 0 0 0 102794 137817 4105799 3436946 -380007 -123856 12086287 13326690 4787284 5408642 7299003 7918048 X Montgomery County Public Schools Educational Foundation (MCPSEF) supports student success in MCPS by funding special and innovative programs that regular funds cannot support. 0 0 3094496 3094496 MCPSEF's primary program services consist of providing direct financial support to students and educators through scholarships, awards to graduating seniors, and grantmaking activities. In the spring of 2025, the organization awarded $1.9 million in scholarships and awards to 198 students across 14 scholarship and award programs. Of these, 170 students received MCPSEF's largest scholarship (in recipients), a four-year scholarship totaling $10,000 per recipient, established in honor of Ruth and Norman Rales and former Montgomery County Board of Education member Patricia Baier O'Neill.During the same period, MCPSEF distributed $1.15 million in grants to the MCPS. MCPSEF's grants program includes 51 educator grants of $5,000 or less designed to support classroom innovation, as well as larger strategic investments of up to $500,000 to advance science education initiatives.These activities directly further M's exempt purpose by expanding educational opportunity, supporting academic achievement, and strengthening instructional resources within the community. 3094496 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 186 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X X The Organization 2407403216 850 Hungerford Drive Room 149 Rockville MD 20850 Matthew Swibel Chairperson 0.00 X X 0 0 0 Brenda Wolff Vice Chairperson 0.00 X X 0 0 0 Leslie Zeid Treasurer 0.00 X X 0 0 0 Thomas Taylor Ex Officio 0.00 X 0 0 0 Steven Cohen Director 0.00 X 0 0 0 Melvyn Leshinsky Director 0.00 X 0 0 0 Linda Plummer Director 0.00 X 0 0 0 Arlandis Rush Director 0.00 X 0 0 0 Girardo Smith Director 0.00 X 0 0 0 Rebecca Smondrowski Director 0.00 X 0 0 0 Kim Watson Director 0.00 X 0 0 0 Kristen Callisto Executive Director 40.00 X 75205 0 4805 75205 0 4805 0 0 0 0 0 2928038 2928038 274588 274588 105782 0 105782 105782 105782 Admin Fees 900099 4682 4682 4682 3313090 0 0 385052 1152901 1152901 1941595 1941595 83218 83218 108269 108269 27 27 13119 13119 7598 7598 4167 4167 67062 67062 Administrative 45630 45630 Program Overhead 13360 13360 3436946 3094496 342450 0 171910 85317 31487 35791 11882890 13205582 12086287 13326690 284329 341101 4030105 4418000 472850 649541 4787284 5408642 X 3155566 3649404 4143437 4268644 7299003 7918048 12086287 13326690 -123856 742901 0 X 0 1 X 1 0 X 766680 3556740 3133825 3421921 2928038 13807204 288096 288096 766680 3556740 3421921 3421921 2928038 14095300 1698553 12396747 70888 19154 303871 303871 274588 972372 4682 4682 15072354 0.82250 0.88840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3128110 18500 334825 2043 31996 27175 3420221 2764441 110750 324920 57200 14801 3128110 2644377 61333 248294 138000 37965 13598 2764441 3138059 71261 564943 3774263 2429301 718758 10000 3138059 0.08510 0.69010 0.22480 0 0 0 4359988 742901 303997 1046898 3313090 0 3313090 3740943 303997 303997 3436946 0 3436946 Part V, Line 4: The Foundation's endowment funds support scholarships for graduating MCPS students, grants in support of enhanced instruction, grants to facilitate school improvement, as well as awards for teacher recognition. 1 Montgomery County Public Schools 15 W Gude Suite 400 Rockville MD 20850 526000989 501(c)(3) 105000 0 Science & General Education; School Based Projects 1 Tuition/Scholarships 1941595 Part I, Line 2: Grants for science and general education are awarded and budgeted with specific objectives and goals. Program directors and coordinators are required to submit programs and financial reports that detail their accomplishments and how the funds were expended. Upon completion of the project the same reporting is required from recipients of small grants that are issued to schools' curriculum. Students awarded scholarships for more than one year must comply with grade point average requirements that must be proven to continue funding, and tuition statements are required annual to confirm continued enrollment. X X 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section B, line 11b IRS Form 990 and accompanying schedules are prepared in consultation with the Foundation Executive Director, Treasurer and board chair. A copy is distributed via email to the entire Board of Directors for their review and comment. The message is sent with the subject line: Notice of Intent to File IRS Form 990 for Fiscal Year 2024. Directors are given a deadline by which to provide comments. Form 990, Part VI, Section B, line 12c The Foundation has a written Conflict of Interest policy and a Conflict of Interest Statement is presented to each director annually for review and signature. The signed document is collected and retained on file. Continuation as a director is contingent upon submission of this signed statement. Form 990, Part VI, Section B, line 15 A committee comprised of Board Officers was formed which discussed the requirements of the position and development of an advertisement. The Foundation Chair and Treasurer investigated through the evaluation of 990 IRS forms from other organizations the range of salaries for executive director positions, compiled the findings and reported to the Board. The Board agreed that a salary would be commensurate with the individual's experience. Form 990, Part VI, Section C, line 19 The Foundation is a registered charity in the State of Maryland and all filed documents can be requested through an online business lookup website provided by the State of Maryland. The Foundation also makes its IRS Form 990 and audited financial statements available on its website (www.mcpsfoundation.org).