MONTGOMERY COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY COUNTY COMMUNITY FOUNDATION (EIN 76-0082098)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-23
- IRS object ID
- 202432979349300543
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-23T17:48:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760082098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montgomery County Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 2813638158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Timberloch Place 500 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Lea Palmer | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Phone | 2813638158 | PhoneNum |
| Signature | 2024-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julie P Martineau | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Timberloch Place 500 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,184,557 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mccfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Creating legacies to fulfill philanthropic dreams through grants to nonprofits and scholarships. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $389,434 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,627,141 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $388,438 | PYInvestmentIncomeAmt |
| CY Investment Income | $114,754 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,328 | PYOtherRevenueAmt |
| CY Other Revenue | $70,043 | CYOtherRevenueAmt |
| PY Total Revenue | $808,200 | PYTotalRevenueAmt |
| CY Total Revenue | $1,811,938 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $271,610 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $288,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $136,541 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $141,798 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $64,074 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $107,516 | PYOtherExpensesAmt |
| CY Other Expenses | $95,645 | CYOtherExpensesAmt |
| PY Total Expenses | $515,667 | PYTotalExpensesAmt |
| CY Total Expenses | $525,693 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $292,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,286,245 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,127,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,412,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $169,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $168,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,957,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,244,041 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Montgomery County Community Foundation (MCCF) is to provide leadership in Montgomery County by directing sustainable financial resources that strengthen our community and improve the quality of life for current and future generations. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $309,456 | ExpenseAmt |
| Grant | $253,900 | GrantAmt |
| Desc | Grants: Creating legacy grants by matching donor passions with nonprofits to improve the quality of life in Montgomery County. The Foundation holds donor advised funds, field of interest funds, designated agency funds, and unrestricted funds. A team of 15 Distribution Committee volunteers review and vet grant requests. During 2023, 55 grants were given to feed the hungry, help with rent and utilities, care for abused and neglected children, help children start school with new clothes and school supplies, offer equine therapy to veterans and children, provide health care services and prescriptions, support performing arts and cultural/heritage programs, support animal welfare, and more. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $42,870 | ExpenseAmt |
| Grant | $34,350 | GrantAmt |
| Desc | Scholarships: High school and community college students are awarded grants to further their post high school educational pursuits. During 2023, 21 students received scholarships from legacy funds to expand their chance for success. 2023 also marked the first medical school scholarship at SHSU's College of Osteopathic Medicine. Each fund targets a different population or interest, such as a local high school, specific attributes like service above self, academic performance, financial need, or sports. Each fund has a Selection Committee approved by the Board which uses fair and objective criteria to select their nominee(s). All criteria, committees, and final scholarship recipients are approved by the Distribution Committee and Board of Directors. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The Foundation provides disaster assistance as needed to Montgomery County residents. In 2023, no disasters occurred that required the use of this fund. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $352,326 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie P Martineau | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2813638158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Timberloch Place Ste 500 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Tim Welbes | ||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Laura Lea Palmer | ||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Leland Dushkin | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Christin Allphin | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Bill Crowl | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nick Davis | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nick Dupre | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jason Mann | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Chris North | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gil Staley | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Julie Struble | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Thiergood | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Julie P Martineau | ||||||
| President & CEO | 40.00 | Yes (X) | $109,666 | $0 | $3,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,666 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $156,635 | FundraisingAmt |
| All Other Contributions | $1,470,506 | AllOtherContributionsAmt |
| Noncash Contributions | $15,350 | NoncashContributionsAmt |
| Total Contributions | $1,627,141 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,735 | TotalRevenueColumnAmt |
| Exclusion | $378,735 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,999,185 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,263,166 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$263,981 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$263,981 | TotalRevenueColumnAmt |
| Exclusion | -$263,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $179,496 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $156,635 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $109,453 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,043 | TotalRevenueColumnAmt |
| Exclusion | $70,043 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,811,938 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $184,797 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,900 | TotalAmt |
| Program Services | $253,900 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,350 | TotalAmt |
| Program Services | $34,350 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,966 | TotalAmt |
| Program Services | $39,538 | ProgramServicesAmt |
| Management And General | $33,890 | ManagementAndGeneralAmt |
| Fundraising | $39,538 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,975 | TotalAmt |
| Program Services | $6,642 | ProgramServicesAmt |
| Management And General | $5,692 | ManagementAndGeneralAmt |
| Fundraising | $6,641 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,857 | TotalAmt |
| Program Services | $3,450 | ProgramServicesAmt |
| Management And General | $2,957 | ManagementAndGeneralAmt |
| Fundraising | $3,450 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,700 | TotalAmt |
| Management And General | $17,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,590 | TotalAmt |
| Management And General | $36,590 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,454 | TotalAmt |
| Program Services | $5,056 | ProgramServicesAmt |
| Management And General | $4,342 | ManagementAndGeneralAmt |
| Fundraising | $5,056 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,385 | TotalAmt |
| Program Services | $1,535 | ProgramServicesAmt |
| Management And General | $1,315 | ManagementAndGeneralAmt |
| Fundraising | $1,535 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,266 | TotalAmt |
| Program Services | $6,393 | ProgramServicesAmt |
| Management And General | $5,480 | ManagementAndGeneralAmt |
| Fundraising | $6,393 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,102 | TotalAmt |
| Program Services | $736 | ProgramServicesAmt |
| Management And General | $631 | ManagementAndGeneralAmt |
| Fundraising | $735 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74 | TotalAmt |
| Management And General | $74 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,074 | TotalAmt |
| Program Services | $726 | ProgramServicesAmt |
| Management And General | $622 | ManagementAndGeneralAmt |
| Fundraising | $726 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,693 | TotalAmt |
| Program Services | $352,326 | ProgramServicesAmt |
| Management And General | $109,293 | ManagementAndGeneralAmt |
| Fundraising | $64,074 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,751 | BOYAmt |
| EOY | $73,894 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,056,223 | BOYAmt |
| EOY | $2,890,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,173 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,992 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329 | BOYAmt |
| EOY | $2,181 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,002,162 | BOYAmt |
| EOY | $8,445,829 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,127,465 | BOYAmt |
| EOY | $11,412,090 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,669 | BOYAmt |
| EOY | $168,049 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,669 | BOYAmt |
| EOY | $168,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,066 | BOYAmt |
| EOY | $639,994 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,332,730 | BOYAmt |
| EOY | $10,604,047 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,957,796 | BOYAmt |
| EOY | $11,244,041 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,127,465 | BOYAmt |
| EOY | $11,412,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,286,245 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $915,921 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $689,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $389,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,627,141 | CurrentTaxYearAmt |
| Total | $3,858,696 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $915,921 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $689,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $389,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,627,141 | CurrentTaxYearAmt |
| Total | $3,858,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,129,329 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,729,367 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $301,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $540,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $392,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $378,735 | CurrentTaxYearAmt |
| Total | $2,003,275 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,043 | CurrentTaxYearAmt |
| Total | $256,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,118,229 | TotalSupportAmt |
| Public Support CY170 | 0.44610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 13 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 58 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $901,232 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $592,971 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $51,700 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $236,550 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,266,637 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $8,823,662 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,651,345 | BeginningYearBalanceAmt |
| Contributions | $1,494,203 | ContributionsAmt |
| Investment Earnings Or Losses | $124,972 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $288,250 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $37,997 | AdministrativeExpensesAmt |
| End Year Balance | $10,944,273 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,351,326 | BeginningYearBalanceAmt |
| Contributions | $222,795 | ContributionsAmt |
| Investment Earnings Or Losses | $348,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $271,610 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,651,345 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,519,893 | BeginningYearBalanceAmt |
| Contributions | $557,824 | ContributionsAmt |
| Investment Earnings Or Losses | $565,372 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $291,763 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,351,326 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,526,841 | BeginningYearBalanceAmt |
| Contributions | $813,024 | ContributionsAmt |
| Investment Earnings Or Losses | $452,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $272,776 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,519,893 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,316,351 | BeginningYearBalanceAmt |
| Contributions | $139,484 | ContributionsAmt |
| Investment Earnings Or Losses | $396,724 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $325,718 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,526,841 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,992 | DepreciationAmt |
| Book Value | $2,181 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,181 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The Foundation receives funds from individuals, corporations, foundations, and other sources. Not-for-profit organizations wishing to create a fund for their benefit can create an agency endowment fund. At the time the initial gift is made, the not-for-profit organization designates itself to receive the fund's distributions. Distributions are paid to the designated organization as long as it is in existence. In the event the designated organization ceases to exist, becomes obsolete, or is unable to perform its charitable purposes, monies from the funds can be redirected to an organization which, in the opinion of the Board of Directors of the Foundation, best perpetuates the original intent. |
| Part V, Line 4: | The endowment funds are intended to be used to benefit the residents of Montgomery County Texas by funding grants, scholarships, and long-term disaster recovery efforts. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Wine Dinner | Event1Nm |
| Gross Receipts Event1 | $218,550 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $88,850 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $129,700 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $13,775 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,518 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $31,544 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $16,344 | OtherDirectExpensesEvent1Amt |
| Event2 | Shoot Out | Event2Nm |
| Gross Receipts Event2 | $78,881 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $49,340 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $29,541 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,607 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,871 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,662 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $20,448 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $38,700 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $18,445 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $20,255 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $518 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,047 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,988 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,131 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $336,131 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $156,635 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $179,496 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $16,900 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,436 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,194 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,923 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $109,453 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $70,043 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| St Isidore Episcopal Church | ||||||||
| 24803 Oakhurst Dr | Spring | TX | 77386 | 813447688 | 501(c)(3) | $5,800 | $0 | Abundant Harvest food kitchen support |
| All Ears Listening & Language Center | ||||||||
| 4840 W Panther Creek Dr Ste 208 | The Woodlands | TX | 77381 | 465209696 | 501(c)(3) | $8,300 | $0 | Speech/auditory verbal therapy services |
| Assistance League of Montgomery County | ||||||||
| 126 N San Jacinto St | Conroe | TX | 77301 | 760438092 | 501(c)(3) | $11,200 | $0 | Support for trauma survivors |
| Compassion United Inc | ||||||||
| PO Box 2582 | Conroe | TX | 77305 | 262240778 | 501(c)(3) | $7,000 | $0 | Licensing assistance |
| Conroe Live Inc | ||||||||
| 300 West Davis St Ste 520 | Conroe | TX | 77301 | 753235317 | 501(c)(3) | $5,500 | $0 | Art project support |
| Emerging Grace Ministries Inc | ||||||||
| 27708 Tomball Pkwy 125 | Tomball | TX | 77358 | 853034418 | 501(c)(3) | $15,000 | $0 | Campus remodeling support |
| First Baptist Church of Conroe | ||||||||
| 600 N Main St | Conroe | TX | 77301 | 746000557 | 501(c)(3) | $5,200 | $0 | Local missions support |
| Kids' Meals | ||||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | 760330447 | 501(c)(3) | $10,000 | $0 | Meal delivery support |
| Montgomery Band Boosters Inc | ||||||||
| PO Box 2003 | Montgomery | TX | 77356 | 900549157 | 501(c)(3) | $10,700 | $0 | Musical education support |
| Montgomery County Food Bank | ||||||||
| One Food for Life Way | Conroe | TX | 77385 | 760153892 | 501(c)(3) | $13,900 | $0 | Food program assistance |
| Montgomery County Habitat for Humanity | ||||||||
| 1501 South 7th St | Conroe | TX | 77301 | 760276330 | 501(c)(3) | $5,500 | $0 | Housing assistance for low-income individuals |
| Montgomery County Women's Center | ||||||||
| 1401 Airport Rd | Conroe | TX | 77301 | 760061208 | 501(c)(3) | $19,000 | $0 | General operations |
| Montgomery County Youth Services | ||||||||
| 105 West Lewis | Conroe | TX | 77301 | 742035878 | 501(c)(3) | $5,500 | $0 | Program training assistance |
| Texas New Community Alliance | ||||||||
| PO Box 7181 | The Woodlands | TX | 77387 | 141925138 | 501(c)(3) | $8,000 | $0 | Classroom enhancement support |
| Oscar Johnson Jr Community Center Volunteers | ||||||||
| 100 Park Pl | Conroe | TX | 77301 | 760436797 | 501(c)(3) | $5,200 | $0 | Program support |
| reMIND Depression and Bipolar Support | ||||||||
| PO Box 27607 | Houston | TX | 77227 | 760206826 | 501(c)(3) | $5,250 | $0 | Program support |
| Society of Samaritans Inc | ||||||||
| PO Box 912 | Magnolia | TX | 77393 | 760187004 | 501(c)(3) | $12,500 | $0 | Emergency rent and utility assistance |
| StoneBridge Food Pantry | ||||||||
| One StoneBridge Church Dr | The Woodlands | TX | 77382 | 273298579 | 501(c)(3) | $6,561 | $0 | Facility renovation support |
| The Rose | ||||||||
| 12700 N Featherwood Dr Ste 260 | Houston | TX | 77034 | 760193812 | 501(c)(3) | $5,200 | $0 | Healthcare support |
| Woodlands Dog Park Club | ||||||||
| PO Box 130175 | The Woodlands | TX | 77393 | 200997770 | 501(c)(3) | $9,000 | $0 | Support for spay, neuter, vaccinate and microchip programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $34,350 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grant agreements require the grantee to provide a written grant report that includes digital photographic support of beneficiaries of the grant who were personally involved in the program and a 2-3 sentence narrative about how they benefited from the funding provided. The report must also contain an explanation from the grantee on how the funding improved the life of someone in Montgomery County. The grant report is reviewed by the distribution committee prior to discussion on the subsequent year's funding request from a grantee. If a grantee does not make a funding request the subsequent year, the grant report is reviewed by the President/CEO. Additionally, the grant agreements require that any funds not used or committed for the specific purpose of the grant within the specified term of January 1 through December 31 of the grant year must be returned to MCCF unless otherwise authorized in writing. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee consists of at least four or more Directors including the Foundation Chair, Vice Chair, Secretary, and Treasurer. Additionally, the President/CEO is a non-voting member of the Executive Committee. During intervals between Board meetings, the Executive Committee may exercise all the powers of the Board of Directors in the management of the affairs of the Foundation. The Executive Committee keeps full records and accounts of its proceedings and transactions. All actions taken by the Executive Committee are reported to the Board of Directors at its meeting succeeding such action and are subject to control, revision, and alteration by the Board. |
| Form 990, Part VI, Section B, line 11b | The Foundation's President/CEO and Board of Directors review Form 990 before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | All employees, Directors, Committee members, and investment advisors are covered by the conflict of interest policy. Conflicts of interest are determined at each level - Board, Executive Director and Committee - and actual conflicts of interest are reviewed at the same levels. When a conflict of interest is identified, the individual must recuse themselves from deliberations and abstain from voting on the conflicted matter. |
| Form 990, Part VI, Section B, line 15a | The MCCF Board of Directors reviews and votes on compensation awarded to the President/CEO annually. For this review, the Board is provided the Council on Foundations' employee compensation summary for community foundations with comparable asset size. Additionally, the Board conducts an annual evaluation of the President/CEO's job performance. |
| Form 990, Part VI, Section C, line 19 | Documents and policies are made available to the public as requested. Some documents are also available on the Foundation's website at www.mccfoundation.org. |
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