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Montgomery County Foundation Inc

EIN 23-3070457 · Blue Bell, PA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood84 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$1.1 million
Spending
$1.2 million
Spent on programs
83%
Reserves
77.5 months of spending
Largest source of income
donations and private grants, 82%
Employees
4
Volunteers
0
Highest pay
$159,026, president and ceo

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 84 out of 100. Higher than 62% of charities in its peer group (public benefit, $1m to $10m).

  • Reserves

    35 of 35

    Spendable reserves would cover 77.5 months of spending.

  • Debt

    20 of 20

    It owes 7% of what it owns.

  • Living within its means

    4 of 15

    Spending exceeded income by 5% of income.

  • Income trend

    10 of 15

    Income fell 1% on the year before.

  • Spending floor

    15 of 15

    83% of spending went to programs and raising each dollar of donations cost 4 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 70% of charities in its peer group (public benefit, $1m to $10m).

  • Independent board

    25 of 25

    12 of 12 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $964,733 spent. 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.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since June 2001.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.