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Nonprofit · EIN 35-1836315

MONTGOMERY COUNTY COMMUNITY FOUNDATION INC

Tax-exempt · CRAWFORDSVLLE, IN 47933

Financials

$4.8M$4.1M2023$7.4M$4.2M2024$11M$2.7M2025
Revenue Expenses · by fiscal year end
Financials of MONTGOMERY COUNTY COMMUNITY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$11,033,561$2,688,033$8,345,528$83,961,626$3,054,789$80,906,837
December 31, 2024990$7,404,349$4,249,954$3,154,395$70,857,582$2,757,324$68,100,258
December 31, 2023990$4,840,684$4,069,801$770,883$69,217,834$3,142,171$66,075,663
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,685,572
Program service revenue
$41,814
Investment income
$4,099,834
Net rental income
$206,341
Net gain from sales of assets
$2,268,031
Other revenue
$206,341

Expenses

Grants and similar amounts paid
$1,578,441
Compensation of officers, directors and key employees
$155,488
Other salaries and wages
$424,025
Salaries, compensation and benefits (total)
$699,373
Professional fundraising fees
$0
Legal fees
$2,105
Accounting fees
$13,700
Occupancy
$24,956
Travel
$11,291
Depreciation
$45,168
Program services (functional)
$1,884,520
Management and general (functional)
$714,864
Fundraising (functional)
$88,649

Balance sheet and other

Total assets, start of year
$70,857,582
Total assets, end of year
$83,961,626
Total liabilities, end of year
$3,054,789
Net assets, end of year
$80,906,837
Land, buildings and equipment
$8,381,406
Publicly traded securities
$61,205,375
Net assets without donor restrictions
$690,924
Net assets with donor restrictions
$80,215,913
Gross receipts
$15,607,374
Employees
9
Volunteers
50
Year formed
1991
State of legal domicile
IN

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.

NameTitleHours / weekCompensation
KELLY TAYLORCEO
Officer
40$155,488
ERIN GOBELPRESIDENT
Trustee or director, Officer
5$0
JACK GRIMBLEVICE-PRESIDE
Trustee or director, Officer
5$0
PRESTON BOSTSECRETARY
Trustee or director, Officer
5$0
ZACH HOCKERSMITHTREASURER
Trustee or director, Officer
5$0
TRACEY BARRDIRECTOR
Trustee or director
4$0
PAMELA BRADLEYDIRECTOR
Trustee or director
4$0
CHRIS COXDIRECTOR
Trustee or director
4$0
CATHY CALDWELLDIRECTOR
Trustee or director
4$0
WENDY FELLERDIRECTOR
Trustee or director
4$0
GARY ISENBERGDIRECTOR
Trustee or director
4$0
BRENDA LOVOLDDIRECTOR
Trustee or director
4$0
SHAWN RAMEYDIRECTOR
Trustee or director
4$0
990 for the year ended December 31, 2024: 14 people
NameTitleHours / weekCompensation
KELLY TAYLORCEO
Officer
40$141,641
ERIN GOBELPRESIDENT
Trustee or director, Officer
5$0
CATHY CALDWELLVICE PRESIDE
Trustee or director, Officer
5$0
DEB SCHAVIETELLOSECRETARY
Trustee or director, Officer
5$0
ZACH HOCKERSMITHTREASURER
Trustee or director, Officer
5$0
TRACEY BARRDIRECTOR
Trustee or director
4$0
PRESTON BOSTDIRECTOR
Trustee or director
4$0
ANNA BRAVO-MOOREDIRECTOR
Trustee or director
4$0
CHRIS COXDIRECTOR
Trustee or director
4$0
WENDY FELLERDIRECTOR
Trustee or director
4$0
JACK GRIMBLEDIRECTOR
Trustee or director
4$0
GARY ISENBERGDIRECTOR
Trustee or director
4$0
BRENDA LOVOLDDIRECTOR
Trustee or director
4$0
SHEILA MCCORMICKDIRECTOR
Trustee or director
4$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
KELLY TAYLORCEO
Officer
40$129,064
MARTA SWEEKPRESIDENT
Trustee or director, Officer
5$0
ERIN GOBELVICE PRESIDE
Trustee or director, Officer
5$0
DEB SCHAVIETELLOSECRETARY
Trustee or director, Officer
5$0
RON DICKERSONTREASURER
Trustee or director, Officer
5$0
TRACEY BARRDIRECTOR
Trustee or director
4$0
PRESTON BOSTDIRECTOR
Trustee or director
4$0
ANNA BRAVO-MOOREDIRECTOR
Trustee or director
4$0
CATHY CALDWELLDIRECTOR
Trustee or director
4$0
WENDY FELLERDIRECTOR
Trustee or director
4$0
JACK GRIMBLEDIRECTOR
Trustee or director
4$0
ZACH HOCKERSMITHDIRECTOR
Trustee or director
4$0
BRENDA LOVOLDDIRECTOR
Trustee or director
4$0
SHEILA MCCORMICKDIRECTOR
Trustee or director
4$0

Address and contacts

Address (IRS master file)
119 E MAIN ST, CRAWFORDSVLLE, IN 47933-1710
Principal officer (990 for 2025)
JACK GRIMBLE, PO BOX 334, CRAWFORDSVILLE, IN 47933
Signed the 990
JACK GRIMBLE, VICE-PRESIDENT
Phone
(765) 362-1267
Return prepared by
ESTEP BURKEY SIMMONS LLC

Mission

TO ADMINISTER FUNDS TO PROVIDE GRANTS TO VARIOUS ORGANIZATIONS IN THE MONTGOMERY COUNTY COMMUNITY AND TO HELP FOSTER AND PROMOTE PUBLIC, CHARITABLE, ARTS, CULTURE, AND EDUCATIONAL ACTIVITIES.

990 for the year ended December 31, 2025

Program accomplishments

  • SOLICITING, RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO MEET THE NEEDS OF MONTGOMERY COUNTY CITIZENS AND ORGANIZATIONS.
    Expenses $1,884,520 · grants $1,578,441 · revenue $41,814

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-1836315
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$83,961,626
Income (IRS master file)
$15,607,374

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$11,033,561$2,688,033$83,961,626XML
990December 2024$7,404,349$4,249,954$70,857,582XML
990December 2023$4,840,684$4,069,801$69,217,834XML
990December 2022$6,103,160$2,359,450$60,560,134IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 35-1836315).

Questions about MONTGOMERY COUNTY COMMUNITY FOUNDATION INC

What is the EIN of MONTGOMERY COUNTY COMMUNITY FOUNDATION INC?
The employer identification number (EIN) of MONTGOMERY COUNTY COMMUNITY FOUNDATION INC is 35-1836315.
Is MONTGOMERY COUNTY COMMUNITY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to MONTGOMERY COUNTY COMMUNITY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTGOMERY COUNTY COMMUNITY FOUNDATION INC 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 COMMUNITY FOUNDATION INC 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 COMMUNITY FOUNDATION INC 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 COMMUNITY FOUNDATION INC?
The 990 for the year ended December 31, 2025 names JACK GRIMBLE.
Who are the officers and directors of MONTGOMERY COUNTY COMMUNITY FOUNDATION INC?
The 990 for the year ended December 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $155,488 (KELLY TAYLOR, CEO).
How much revenue does MONTGOMERY COUNTY COMMUNITY FOUNDATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $11,033,561, expenses of $2,688,033 and total assets of $83,961,626 at year end.

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