Montgomery County Foundation FY2022 filing

Tax-deductible

Blue Bell, PA501(c)(3)Since 1960Foundations & GrantmakersEIN 23-6298550

This page gets seen. Tell your story. Claim this org.

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.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $125K a year · 27% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
18 mo
of spending, in cash
Looks good: 18.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $53K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$326K
-53% vs prior year
Spent
$568K
To programs
100%
Net assets
$11.1M
By yearFY2020–FY2025
Revenue
$326K
FY2022▼ -53%
Revenue by fiscal year
FY2020$57K
FY2021$697K
FY2022$326K
FY2023$479K
FY2024$569K
FY2025$643K
Expenses
$568K
FY2022▲ +29%
Expenses by fiscal year
FY2020$524K
FY2021$441K
FY2022$568K
FY2023$505K
FY2024$793K
FY2025$691K
Net assets
$11.1M
FY2022▼ -21%
Net assets by fiscal year
FY2020$12.7M
FY2021$14.0M
FY2022$11.1M
FY2023$12.3M
FY2024$13.0M
FY2025$13.9M

From the FY2022 Form 990 · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1961.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $568K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Distribution Committee Mem
$0Pt VII · Sec A
Distribution Committee Mem
$0Pt VII · Sec A
Distribution Committee Mem
$0Pt VII · Sec A
Distribution Committee Mem
$0Pt VII · Sec A
See Montgomery County Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Manages charitable funds and distributes them to meet local educational, social, cultural, health, and civic needs.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $568K · in their own filed words · FY2022
01

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".

$568Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2020
Total grants receivedfrom 1 funder$53K
Grants paid · 12 grants · $3.3M · 2020–2025
Unitemized GrantFY2025$45,924
Unitemized GrantFY2024$49,575
Unitemized GrantFY2023$42,300
Unitemized GrantFY2022$41,900
Unitemized GrantFY2021$39,800
Unitemized GrantFY2020$19,500

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$326K
Ln 12
Investment incomeLn 3$195K
Other incomeLn 4–11$131K
Money outPt IX
$568K
Ln 25
Programscol B$568K
Owns and owesPt X
$11.1M
net assets · Ln 32
Cash and savingsLn 1–2$857K
Total assetsLn 16$11.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$195K
Other incomeLn 4–11$131K
Gains on assetsLn 7$6K
Total revenueLn 12$326K
Assets in detailPt X, end of year
CashLn 1$342K
SavingsLn 2$515K
Cash and savings togetherLn 1–2$857K
InvestmentsLn 11–13$10.2M
Total assetsLn 16$11.1M
LiabilitiesLn 26$0
Net assetsLn 32$11.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$925K$857K
InvestmentsLn 11–13$13.3M$10.2M
Total assetsLn 16$14.3M$11.1M
LiabilitiesLn 26$222K$0
Net assetsLn 32$14.0M$11.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$526K$526K
Grants to domestic individualsLn 2$42K$42K
Total functional expensesLn 25$568K$568K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $643K$691K−$49K$13.9M 990 PDF
FY2024 $569K$793K−$223K$13.0M 990 PDF
FY2023 $479K$505K−$27K$12.3M 990 PDF
FY2022 Viewing $326K$568K−$242K$11.1M 990 PDF
FY2021 $697K$441K$256K$14.0M 990 PDF
FY2020 $57K$524K−$466K$12.7M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $326,164 across 4 lines filed
VIII-3 Investment incomeExcluded from tax $189,152$189,152
VIII-7 Net gain or loss on sales of assetsRelated to mission $5,867$5,867
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $131,145$131,145
VIII-12 Total revenueRelated to mission $5,867 · Unrelated business $0 · Excluded from tax $320,297$326,164
Part IX · Statement of functional expenses $568,098 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $526,198$526,198
IX-2 Grants to domestic individualsPrograms $41,900$41,900
IX-25 Total functional expensesPrograms $568,098 · Management $0 · Fundraising $0$568,098
Part X · Balance sheet $11,056,814 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $339,423$341,936
X-2 Savings and temporary cash investmentsStart of year $585,946$515,011
X-11 Publicly traded securitiesStart of year $13,333,527$10,199,867
X-16 Total assetsStart of year $14,258,896$11,056,814
X-18 Grants payableStart of year $221,639$0
X-26 Total liabilitiesStart of year $221,639$0
X-27 Net assets without donor restrictionsStart of year $14,037,257$11,056,814
X-32 Total net assets or fund balancesStart of year $14,037,257$11,056,814
X-33 Total liabilities and net assetsStart of year $14,258,896$11,056,814
Part XI · Reconciliation of net assets $11,056,814 net assets at year end
XI-1 Total revenue$326,164
XI-2 Total expenses$568,098
XI-3 Revenue less expenses−$241,934
XI-4 Net assets at start of year$14,037,257
XI-5 Net unrealized gains (losses) on investments−$2,738,509
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,056,814

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.