2026-07-27T08:28:27-05:00 2025-12-31 232585468 SD ASSOCIATES PC 300 YORKTOWN PLAZA ELKINS PARK PA 190271427 990 2025-01-01 870969482 MONTGOMERY COUNTY SCHOLARSHIPS INC MONT 2152538511 101 GREENWOOD AVE 380 JENKINTOWN PA 19046 JED SILVERSMITH DIRECTOR 2152538511 2026-07-27 1 STEVEN A CAINE P00236681 2155175600 2026-07-27 2025 2025-03-06 01:10:19Z JED SILVERSMITH 101 GREENWOOD AVE 380 JENKINTOWN PA 19046 15650885 0 X WWW.PATAXCREDITS.COM X 2021 PA ORGANIZATION OBTAINS DONATED PENNSYLVANIA EITC TAX CREDITS AND LOCATES ELIGIBLE EDUCATION INSTITUTIONS TO RECEIVE THE FUNDS. 5 3 2 0 0 0 3721131 15446489 0 125918 29178 78478 0 0 3750309 15650885 3273820 3600443 0 0 266054 280513 0 0 0 48330 75726 3588204 3956682 162105 11694203 3576852 26485550 8306 11222801 3568546 15262749 MONTGOMERY COUNTY SCHOLARSHIPS, INC. IS A NON PROFIT SET UP TO ALLOW INDIVIDUALS AND BUSINESSES WHO RECEIVE TAX CREDITS UNDER THE STATE OF PENNSYLVANIA'S EITC TAX CREDIT PROGRAM TO USE THOSE CREDITS TO PROVIDE FUNDING TO SELECTED, ELIGIBLE, EDUCATION INSTITUTIONS. 0 0 3600443 3600443 15446489 THIS ORGANIZATION PROCESSES EITC TAX CREDIT GIFTS ON BEHALF OF OTHER SCHOOLS. THE BULK OF THE GIFTS WERE RECEIVED ON OR ABOUT DECEMBER 31, 2025. AT YEAR END, THE ORGANIZATION WAS HOLDING $14,190,629 TO BE DISTRIBUTED AS GRANTS IN 2026. BY STATUTE, THE BULK OF THESE FUNDS MUST BE DISTRIBUTED BY THE CLOSE OF THE 2026 FISCAL YEAR. THE ORGANIZATION IS MOVING TO A FISCAL YEAR THAT ALIGNS WITH THIS MODEL. 3600443 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 2 0 0 0 0 0 1 1 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 PA X JED SILVERSMITH 2152538511 101 GREENWOOD AVE JENKINTOWN PA 19046 JED SILVERSMITH DIRECTOR 20.00 X 136500 0 10000 TODD UNGER DIRECTOR 10.00 X 105500 0 10000 MITCH BOBER TRUSTEE 0.00 X 0 0 0 JARET GRONCZEWSKI TRUSTEE 0.00 X 0 0 0 STEPHEN PIEKLIK TRUSTEE 0.00 X 0 0 0 242000 0 20000 2 0 1 0 0 15446489 969463 15446489 SERVICE FEES 561000 125918 125918 125918 78478 78478 15650885 0 0 204396 3600443 3600443 242000 242000 20000 20000 18513 18513 53447 53447 ADMIN SERVICES 10907 10907 INSURANCE 7265 7265 PAYROLL PROCESSING FEES 3983 3983 BANK CHARGES 124 124 3956682 3600443 356239 0 3049546 14061246 78385 11267952 1734 447187 1156352 3576852 26485550 8306 11222801 8306 11222801 X 434792 1701202 13561547 3568546 15262749 3576852 26485550 11694203 0 X X 0 1 X 1 0 X 9448 3407032 3721131 15446489 22584100 9448 3407032 3721131 15446489 22584100 0 0 0 22584100 78478 78478 78478 78478 29178 29178 125918 125918 9448 3407032 3750309 15650885 22817674 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATE 11222801 11222801 15650885 0 15650885 0 15650885 14626409 10671461 10671461 3954948 1734 1734 3956682 PART XII, LINE 2D - OTHER ADJUSTMENTS: EITC FUNDS PAYABLE ON ACCRUAL BASIS 10,671,461. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCRUAL TO CASH ADJUSTMENT FOR INSURANCE 1,734. 0 ACTON ACADEMY PITTSBURGH 3500 BROOKTREE ROAD WEXFORD PA 15090 243028368 94000 0 PA EITC GRANTE EXPENSE FOR 2024-2025 AIM ACADEMY 1200 RIVER ROAD CONSHOHOCKEN PA 19428 010849648 5640 0 PA EITC GRANT EXPENSE FOR 2025-2026 ANCILLAE-ASSUMPTA ACADEMY 2025 CHURCH ROAD WYNCOTE PA 19095 236050344 32900 0 PA EITC GRANT EXPENSE FOR 2025-2026 AQUINAS ACADEMY OF PITTSBURGH 2308 W HARDIES ROAD GIBSONIA PA 15044 251763350 21620 0 PA EITC GRANT EXPENSE FOR 2024-2025 BALDWIN SCHOOL 701 MONTGOMERY AVE BRYN MAWR PA 19010 231352619 9500 0 PA EITC GRANT EXPENSE FOR 2024-2025 BENCHMARK SCHOOL 2107 N PROVIDENCE ROAD MEDIA PA 19063 231728895 230945 0 PA EITC GRANT EXPENSE FOR 2025-2026 BETH SHALOM CONGREGATION SCRANTON 1025 VINE STREET SCRANTON PA 18510 231683967 38000 0 PA EITC GRANT EXPENSE FOR 2025-2026 CENTER SCHOOL 2450 HAMILTON AVE ABINGTON PA 19001 232557751 52725 0 PA EITC GRANT EXPENSE FOR 2024-2025 COLUMBIA COUNTY CHRISTIAN SCHOOL 123 SCHOOLHOUSE ROAD BLOOMSBURG PA 17815 232993181 68458 0 PA EITC GRANT EXPENSE FOR 2025-2026 COMMUNITY PARTNERSHIP SCHOOL 3033 W GLENWOOD AVE PHILADELPHIA PA 19121 203195763 52250 0 PA EITC GRANT EXPENSE FOR 2024-2025 CRISTO REY HIGH SCHOOL 1717 W ALLEGHENY AVE PHILADELPHIA PA 19132 273106321 9500 0 PA EITC GRANT EXPENSE FOR 2024-2025 DELAWARE COUNTY CHRISTIAN SCHOOL 462 MALIN ROAD NEWTOWN SQUARE PA 19073 231367719 142500 0 PA EITC GRANT EXPENSE FOR 2024-2025 DELAWARE VALLEY FRIENDS SCHOOL 19 E CENTRAL AVE PAOLI PA 19301 232416737 38000 0 PA EITC GRANT EXPENSE FOR 2024-2025 FRIENDS SELECT SCHOOL 1651 BEN FRANKLIN PKWY PHILADELPHIA PA 19103 230604370 9400 0 PA EITC GRANT EXPENSE FOR 2024-2025 GESU SCHOOL 1700 W THOMPSON STREET PHILADELPHIA PA 19121 232728931 184000 0 PA EITC GRANT EXPENSE FOR 2025-2026 HAVERFORD SCHOOL 450 US-30 HAVERFORD PA 19041 231352646 33250 0 PA EITC GRANT EXPENSE FOR 2024-2025 HOLY CROSS REGIONAL CATHOLIC SCHOOL 701 LOCUST STREET COLLEGEVILLE PA 19426 454594683 13300 0 PA EITC GRANT EXPENSE FOR 2025-2026 HORIZONS GREATER PHILADELPHIA 303 W LANCASTER AVE WAYNE PA 19087 842019675 30000 0 NON EITC GRANT EXPENSE JACK BARRACK HEBREW SCHOOL 272 S BRYN MAWR AVE BRYN MAWR PA 19010 231352614 14100 0 PA EITC GRANT EXPENSE FOR 2024-2025 LITTLE FLOWER CATHOLIC HIGH SCHOOL FOR GIRLS 1000 W LYCOMING ST PHILADELPHIA PA 19140 131837418 188910 0 PA EITC GRANT EXPENSE FOR 2025-2026 LOGOS ACADEMY 250 W KING STREET YORK PA 17401 311520442 14100 0 PA EITC GRANT EXPENSE FOR 2024-2025 MALVERN PREPARATORY SCHOOL 418 S WARREN AVE MALVERN PA 19355 231352658 47000 0 PA EITC GRANT EXPENSE FOR 2024-2025 PENN WOODS CLASSICAL ACADEMY 1734 BOWER HILL ROAD PITTSBURGH PA 15243 823652533 28200 0 NON EITC GRANT EXPENSE PHILADELPHIA YOUTH BASKETBALL 4250 WISSAHICKON AVE PHILADELPHIA PA 19129 473758442 9200 0 NON EITCH GRANT EXPENSE RIVER VALLEY NATURE SCHOOL 104 N 16TH STREET LEWISBURG PA 17837 260602204 14250 0 PA EITC GRANT EXPENSE FOR 2024-2025 SPRINGSIDE CHESTNUT HILL ACADEMY 500 W WILLOW GROVE AVE PHILADELPHIA PA 19118 231352681 928055 0 PA EITC GRANT EXPENSE FOR 2024-2025 ST ALOYSIUS ACADEMY 401 S BRYN MAWR AVE BRYN MAWR PA 19010 231353380 7050 0 PA EITC GRANT EXPENSE FOR 2024-2025 ST EDMUNDS ACADEMY 5705 DARLINGTON ROAD PITTSBURGH PA 15217 251030682 95000 0 PA EITC GRANT EXPENSE FOR 2025-2026 THE FRANKLIN INSTITUTE 222 N 20TH STREET PHILADELPHIA PA 19103 231370501 27600 0 NON EITC GRANT EXPENSE THE SHIPLEY SCHOOL 814 YARROW STREET BRYN MAWR PA 19010 231352677 927675 0 PA EITC GRANT EXPENSE FOR 2024-2025 VALLEY FORGE MILITARY ACADEMY 1001 EAGLE ROAD WAYNE PA 19087 231178880 94000 0 PA EITC GRANT EXPENSE FOR 2024-2025 VILLA MARIA ACADEMY LOWER SCHOOL 280 IHM DRIVE MALVERN PA 19355 232113543 9500 0 PA EITC GRANT EXPENSE FOR 2025-2026 WILLIAM PENN CHARTER SCHOOL 3000 W SCHOOL HOUSE LANE PHILADELPHIA PA 19144 230953760 14250 0 PA EITC GRANT EXPENSE FOR 2024-2025 WINCHESTER THURSTON SCHOOL 555 MOREWOOD AVE PITTSBURGH PA 15213 251030691 9500 0 PA EITC GRANT EXPENSE FOR 2024-2025 WOODLYNDE SCHOOL 445 UPPER GULPH ROAD STRATTFORD PA 19087 231728281 50350 0 PA EITC GRANT EXPENSE FOR 2024-2025 YOUTH MENTORING PARTNERSHIP 967 E SWEDESFORD ROAD EXTON PA 19341 261366523 20240 0 NON EITC GRANT EXPENSE YSC ACADEMY 983 OLD EAGLE SCHOOL ROAD WAYNE PA 19087 461609325 9400 0 PA EITC GRANT EXPENSE FOR 2025-2026 X 0 1 0 1 0 1 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS REVIEW THE INTERNAL COMPARABILITY DATA BEFORE APPRVING ANY COMPENSATION. PART I, LINE 4B JED SILVERSMITH - $10,000 TODD UNGER - $10,000 BOTH AMOUNTS REPORTED AS OTHER COMEPNSATION FOR THE OFFICERS LISTED ABOVE. PART I, LINE 5 THE BOARD OF DIRECTORS REVIEW THE INTERNAL COMPARABILITY DATA BEFORE APPRVING ANY COMPENSATION. PART I, LINE 6 THE BOARD OF DIRECTORS REVIEW THE INTERNAL COMPARABILITY DATA BEFORE APPRVING ANY COMPENSATION. X 29340 969463 FAIR MARKET VALUE X SHARES OF GOLUB CAPITAL BDC. 25185 335411 LISTED MARKET VALUES X SHARES OF AMERICAN GROWTH FUND OF AMERICA 1248 108408 LISTED MARKET VALUES X SHARES OF RUSSELL 1000 GROWTH ETF 145 104371 LISTED MARKET VALUES X SHARES OF APPLE 282 77806 LISTED MARKET VALUES X SHARES OF ORACLE 205 62685 LISTED MARKET VALUES X SHARES OF VANGUARD INTL DEVELOPED MARKETS 800 49643 LISTED MARKET VALUES X SHARES OF TR CORE MSCI RTF 450 40169 LISTED MARKET VALUES X SHARES OF NVIDIA 183 31968 LISTED MARKET VALUES X SHARES OF APOGESS TECHNOLOGIES 409 31009 LISTED MARKET VALUES X SHARES OF CROWDSTRIKE HOLDINGS 50 25486 LISTED MARKET VALUES X SHARES OF BERKSHIRE HATHAWAY 50 24688 LISTED MARKET VALUES X SHARES OF O'REILLYS AUTOPARTS 200 18340 LISTED MARKET VALUES X SHARES OF CONSTELLATION ENERGY 41 16572 LISTED MARKET VALUES X SHARES OF MASTERCARD INC. 30 16290 LISTED MARKET VALUES X SHARES OF ELI LILLY 14 11552 LISTED MARKET VALUES X SHARES OF JP MORGAN 33 10149 LISTED MARKET VALUES X SHARES OF VISA INC. 15 4916 LISTED MARKET VALUES 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - TAX RETURNS WILL BE DISSEMINATED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEW AND APPROVE INTERNAL COMPARABILITY DATA BEFORE APPROVING SALARIES. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: AN AUDITED FINANCIAL STATEMENT IS PREPARED ANNUALLY, AND THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.