Nonprofit · EIN 23-6298550
MONTGOMERY COUNTY FOUNDATION
Tax-exempt · BLUE BELL, PA 19422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $642,818 | $691,410 | -$48,592 | $13,901,818 | $0 | $13,901,818 |
| December 31, 2024 | 990 | $569,414 | $792,741 | -$223,327 | $13,023,074 | $0 | $13,023,074 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $642,818
- Net gain from sales of assets
- $323,937
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $691,410
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $691,410
Balance sheet and other
- Total assets, start of year
- $13,023,074
- Total assets, end of year
- $13,901,818
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,901,818
- Publicly traded securities
- $13,341,009
- Net assets without donor restrictions
- $13,901,818
- Gross receipts
- $2,712,054
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1960
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR THURMAN D BOOKER | DISTRIBUTION COMMITTEE MEM Trustee or director | 1 | $0 |
| CINDY DICCIANNI | DISTRIBUTION COMMITTEE MEM Trustee or director | 1 | $0 |
| VIRGINIA FRANZ | DISTRIBUTION COMMITTEE MEM Trustee or director | 1 | $0 |
| SHEILA STITH | DISTRIBUTION COMMITTEE MEM Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR THURMAN D BOOKER | DISTRIBUTION COMMITTEE MEM Trustee or director | 1 | $0 |
| CINDY DICCIANNI | DISTRIBUTION COMMITTEE MEM Trustee or director | 1 | $0 |
| WILLIAM L LANDSBURG ESQ | DISTRIBUTION COMMITTEE MEM Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4 SENTRY PKWY STE 302, BLUE BELL, PA 19422-2327
- Principal officer (990 for 2025)
- VIRGINIA FRANTZ, 4 SENTRY PARKWAY 302, BLUE BELL, PA 19422
- Signed the 990
- VIRGINIA FRANTZ, EXECUTIVE DIRECTOR
- Phone
- (484) 532-7387
- Website
- WWW.MCFOUNDATIONINC.ORG
- Return prepared by
- WHEELER WOLFENDEN & DWARES PA
Mission
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. THROUGH THEIR MISSION, THE FOUNDATION MANAGES CHARITABLE FUNDS, DISTRIBUTES REVENUE AND PORTIONS OF PRINCIPAL, WHEN PERMITTED, CONSISTENT WITH DONORS' SPECIFIC AND GENERAL INTERESTS. THIS PROCESS ASSISTS IN MAINTAINING AND ENHANCING THE EDUCATIONAL, SOCIAL, CULTURAL, HEALTH AND CIVIC RESOURCES OF THE COMMUNITY.
Program accomplishments
- THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE FOR A WIDE RANGE OF COMMUNITY NEEDS THAT INCLUDE EDUCATION, HEALTH AND HUMAN SERVICES, AND CULTURAL GROUPS SERVING RESIDENTS OF MONTGOMERY COUNTY. THE FOUNDATION IS A COMMUNITY FOUNDATION AND A "CATALYST FOR COMMUNITY SOLUTIONS". THROUGH COLLABORATIVE EFFORTS, THE FOUNDATION ASSISTS IN CONVENING INDIVIDUALS, AGENCIES, AND GROUPS TO STRENGTHEN COMMUNITIES BY ADDRESSING IMPORTANT ISSUES IDENTIFIED THROUGH RESEARCH PROJECTS AND COMMUNITY GROUPS.Expenses $691,410 · grants $691,410
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6298550
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $13,901,818
- Income (IRS master file)
- $2,712,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $642,818 | $691,410 | $13,901,818 | IRS |
| 990 | December 2024 | $569,414 | $792,741 | $13,023,074 | IRS |
| 990 | December 2023 | $478,698 | $505,363 | $12,337,739 | IRS |
| 990 | December 2022 | $326,164 | $568,098 | $11,056,814 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about MONTGOMERY COUNTY FOUNDATION
- What is the EIN of MONTGOMERY COUNTY FOUNDATION?
- The employer identification number (EIN) of MONTGOMERY COUNTY FOUNDATION is 23-6298550.
- Is MONTGOMERY COUNTY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to MONTGOMERY COUNTY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MONTGOMERY COUNTY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTGOMERY COUNTY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY COUNTY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTGOMERY COUNTY FOUNDATION?
- The 990 for the year ended December 31, 2025 names VIRGINIA FRANTZ.
- Who are the officers and directors of MONTGOMERY COUNTY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERY COUNTY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $642,818, expenses of $691,410 and total assets of $13,901,818 at year end.
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