2023-11-10T13:02:19-06:00 2022-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-01-01 760082098 Montgomery County Community Foundation MONT 2813638158 2001 Timberloch Place 500 The Woodlands TX 77380 Tim Welbes Board Chair 2813638158 2023-11-10 1 Tim Welbes 999009999 0 Barbara Murphy P01386215 7134395739 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Julie P Martineau 2001 Timberloch Place 500 The Woodlands TX 77380 1376438 0 X www.mccfoundation.org X 1983 TX Creating legacies to fulfill philanthropic dreams through grants to nonprofits and scholarships. 11 11 2 59 0 0 689820 389434 0 0 609032 388438 51526 30328 1350378 808200 291763 271610 0 0 132774 136541 0 0 62516 88130 107516 512667 515667 837711 292533 9812463 10127465 147200 169669 9665263 9957796 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. 0 0 312012 239700 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 2022, 49 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. 31463 22800 Scholarships: High school and community college students are awarded grants to further their post high school educational pursuits. During 2022, 16 students received scholarships from legacy funds to expand their chance for success. 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, who 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. 9110 9110 The Foundation provides disaster assistance as needed to Montgomery County residents. In 2022, the Foundation made a disaster relief grant to an elderly individual whose home was damaged by Hurricane Imelda in 2019 and had been unable to find timely repairs and financial assistance from other sources. 352585 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Julie P Martineau 2813638158 2001 Timberloch Place Ste 500 The Woodlands TX 77380 Brent Wunderlich Chair 5.00 0.00 X X 0 0 0 Tim Welbes Vice Chair 2.00 0.00 X X 0 0 0 Bill Crowl Secretary 2.00 0.00 X X 0 0 0 Chris North Treasurer 2.00 0.00 X X 0 0 0 Christin Allphin Director 1.00 0.00 X 0 0 0 Debbie Campbell Director 1.00 0.00 X 0 0 0 Nick Davis Director 1.00 0.00 X 0 0 0 Nick Dupre Director 1.00 0.00 X 0 0 0 Leland Dushkin Director 1.00 0.00 X 0 0 0 Laura Lea Palmer Director 1.00 0.00 X 0 0 0 Eric Thiergood Director 1.00 0.00 X 0 0 0 Julie Martineau President & CEO 40.00 0.00 X 105750 0 3180 105750 0 3180 1 0 0 0 0 187597 201837 20353 389434 392824 392824 456685 461071 -4386 -4386 -4386 137495 187597 107167 30328 30328 808200 0 0 418766 248810 248810 22800 22800 108930 38126 32678 38126 18095 6333 5428 6334 9516 3331 2855 3330 12500 12500 34328 34328 2570 1780 790 4228 1917 1460 851 24041 15953 1009 7079 3872 1756 1337 779 18174 8241 6276 3657 1473 668 509 296 1078 489 372 217 1787 810 617 360 Dues & subscriptions 3465 1571 1197 697 515667 352585 100566 62516 66751 898102 1056223 5173 2844 2329 2329 8912032 9002162 9812463 10127465 147200 169669 147200 169669 X 620101 625066 9045162 9332730 9665263 9957796 9812463 10127465 292533 0 X 1 X 0 1 0 X 528668 236380 915921 689820 389434 2760223 528668 236380 915921 689820 389434 2760223 1033570 1726653 339081 301707 389993 540016 392824 1963621 4723844 0.36550 0.61310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 49 89943 131372 43900 230810 1535507 8062938 1 1 0 1 X 9351326 222795 348834 271610 9651345 8519893 557824 565372 291763 9351326 7526841 813024 452804 272776 8519893 7316351 139484 396724 325718 7526841 6807744 407743 305304 204440 7316351 0.03301 0.57070 0.39629 0 0 5173 2844 2329 2329 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. Wine Dinner 208649 105624 103025 5500 25148 36391 Shoot Out 79961 57211 22750 249 3012 21355 1 36482 24762 11720 400 3095 12017 325092 187597 137495 649 5500 31255 69763 107167 30328 1 All Ears Listening & Language Center 4840 W Panther Creek Dr Ste 208 The Woodlands TX 77381 465209696 501(c)(3) 10550 0 Speech/auditory verbal therapy services Angel Reach 206-A South Loop 336 W-203 Conroe TX 77304 205665097 501(c)(3) 10000 0 Program assistance National Assistance League 126 N San Jacinto St Conroe TX 77301 760438092 501(c)(3) 9726 0 Provide new clothing Family Promise of Mont County 109 Commercial Cir Conroe TX 77304 760669722 501(c)(3) 5400 0 Pantry stocked goods First Baptist Church of Conroe 600 N Main St Conroe TX 77301 746000557 501(c)(3) 5100 0 Local mission work outreach Interfaith of the Woodlands 4242 Interfaith Way The Woodlands TX 77381 741804123 501(c)(3) 7000 0 Delivery and wellness checks for homebound Seniors Journey Home Inc PO Box 223 Conroe TX 77305 364937291 501(c)(3) 5700 0 Childcare Lone Star Community Health Center 605 S Conroe Medical Dr Conroe TX 77304 300038860 501(c)(3) 12500 0 Facility renovation Love Fosters Hope 33300 Egypt Lane G-420 Magnolia TX 77354 460690241 501(c)(3) 12575 0 Program assistance Love Heals You 212 Conroe Dr Conroe TX 77301 852017977 501(c)(3) 12750 0 Therapeutic services Montgomery County Food Bank One Food for Life Way Conroe TX 77385 760153892 501(c)(3) 13900 0 Program assistance Montgomery County Women's Center 1401 Airport Rd Conroe TX 77301 760061208 501(c)(3) 17800 0 General operations New Caney New Horizons Inc PO Box 711 New Caney TX 77357 760377281 501(c)(3) 6000 0 Repairs Texas New Community Alliance PO Box 7181 The Woodlands TX 77387 141925138 501(c)(3) 11574 0 Campus security Oscar Johnson Community Center Volunteers 100 Park Pl Conroe TX 77301 760436797 501(c)(3) 5100 0 Program assistance Inspiration Ranch Inc PO Box 130001 Spring TX 77393 205323335 501(c)(3) 6000 0 Program assistance Society of Samaritans Inc 31355 Friendship Dr Ste 500 Magnolia TX 77355 760187004 501(c)(3) 25000 0 Emergency rent and utility assistance The Rose 12700 N Featherwood Ste 260 Houston TX 77034 760193812 501(c)(3) 10000 0 Health care assistance Woodlands Dog Park Club PO Box 130175 Spring TX 77393 200997770 501(c)(3) 5800 0 Spay, neuter, vaccinate and microchip for pets Cy-Hope Disaster Recovery 12715 Telge Rd Cypress TX 77429 825013278 501(c)(3) 9110 0 Hurricance Imelda assistance 20 0 Scholarships 16 22800 Part I, Line 2: 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. 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 the 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 action 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 the 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 a 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.