2022-11-04T17:17:51-05:00 2021-12-31 350921680 CROWE LLP NINE GREENWAY PLAZA SUITE 1700 HOUSTON TX 77046 990 2021-01-01 760082098 MONTGOMERY COUNTY COMMUNITY FOUNDATION MONT 2813638158 2001 TIMBERLOCH PLACE 500 THE WOODLANDS TX 77380 BRENT WUNDERLICH CHAIRMAN OF THE BOARD 2813638158 2022-10-26 1 BRENT WUNDERLICH 999009999 ANGELA K ARMSTRONG P00847658 7136679147 2022-10-25 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRENT WUNDERLICH 2001 TIMBERLOCH PLACE 500 THE WOODLANDS TX 77380 1887578 0 X WWW.MCCFOUNDATION.ORG X 1983 TX CREATING LEGACIES TO FULFILL PHILANTHROPIC DREAMS THROUGH GRANTS TO NONPROFITS AND SCHOLARSHIPS. 12 12 2 50 0 0 915921 689820 0 0 502715 609032 36840 51526 1455476 1350378 272776 291763 0 0 133339 132774 0 0 0 72208 88130 478323 512667 977153 837711 8968074 9812463 140522 147200 8827552 9665263 X THE MISSION OF 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. MCCF STRIVES TO GROW EFFECTIVE PHILANTHROPY THROUGH ACCOUNTABLE AND EFFICIENT STEWARDSHIP OF ENDOWED CONTRIBUTIONS. MCCF OFFERS ENDOWMENT DONORS SIMPLICITY AND FLEXIBILITY IN CARRYING OUT THEIR LONG TERM CHARITABLE GOALS AND WORKS TO CONTINUALLY MEET NEEDS AND INCREASE DONOR IMPACT IN THE COMMUNITY. 0 0 220200 220200 GRANTS: CREATING LEGACY GRANTS MATCHES DONOR PASSIONS WITH NONPROFITS IMPROVING THE QUALITY OF LIFE IN MONTGOMERY COUNTY. ENABLING DOCUMENTS FOR DONOR ADVISED FUNDS, FIELD OF INTEREST FUNDS, DESIGNATED AGENCY FUNDS, AND UNRESTRICTED FUNDS GUIDE A TEAM OF 15 DISTRIBUTION COMMITTEE VOLUNTEERS WHO REVIEW AND VET GRANT REQUESTS. DURING 2021, 42 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 CONCERTS, CULTURAL AND HERITAGE PROGRAMS, SUPPORT ANIMAL WELFARE AND MORE. 17000 17000 SCHOLARSHIPS: HIGH SCHOOL AND COMMUNITY COLLEGE STUDENTS ARE AWARDED GRANTS TO FURTHER THEIR POST HIGH SCHOOL EDUCATIONAL PURSUITS. DURING 2021, 14 STUDENTS RECEIVED SCHOLARSHIPS FROM LEGACY FUNDS TO EXPAND THEIR CHANCE FOR SUCCESS. EACH FUND TARGETS SOMETHING DIFFERENT, SUCH AS A LOCAL HIGH SCHOOL, SPECIFIC ATTRIBUTES LIKE SERVICE ABOVE SELF, ACADEMIC PERFORMANCE, FINANCIAL NEEDS, AND SPORTS.EACH FUND HAS A SELECTION COMMITTEE APPROVED BY THE BOARD WHO USES FAIR AND OBJECTIVE CRITERIA TO SELECT THIER NOMINEE(S). ALL CRITERIA, COMMITTEES AND FINAL SCHOLARSHIP RECIPIENTS ARE APPROVED BY THE DISTRIBUTION COMMITTEE AND BOARD OF DIRECTORS. 54563 54563 DURING FEBRUARY 2021, MONTGOMERY COUNTY EXPERIENCED A RARE ARCTIC BLAST THAT IMMOBILIZED THE ENTIRE COUNTY FOR 3 DAYS AND A LARGE PERCENTAGE OF THE COUNTY FOR A WEEK. WITHOUT ELECTRICITY, WORK CAME TO A STANDSTILL. PEOPLE IN HOURLY JOBS WERE NOT ABLE TO GET TO WORK EVEN IF WORK WAS OPEN. THE ARCTIC BLAST TOOK A MAJOR TOLL ON PEOPLE WHO LOST PRECIOUS HOURS OF WORK THAT WERE NEEDED TO PAY THE RENT OR FEED THE FAMILY. THE BOARD OF THE COMMUNITY FOUNDATION AWARDED THE MAJORITY OF ITS LONG TERM DISASTER RECOVERY FUNDS TO MONTGOMERY COUNTY FOOD BANK TO PROVIDE FOOD AND THE COMMUNITY ASSISTANCE CENTER TO PAY RENT, MORTGAGE, OR UTILITY BILLS FOR THOSE WHO WERE AT RISK DUE TO LOST WAGES. THESE ORGANIZATIONS ASSISTED 269 INDIVIDUALS. 291763 1 1 0 0 0 1 0 0 0 1 1 0 1 0 1 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 0 0 2 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TX X X JULIE P MARTINEAU 2813638158 2001 TIMBERLOCH PLACE STE 500 THE WOODLANDS TX 77380 JASON MANN CHAIRMAN 3.00 X X 0 0 0 BRENT WUNDERLICH VICE CHAIRMAN 3.00 X X 0 0 0 CHRIS NORTH TREASURER 2.00 X X 0 0 0 WYNN DEE BAKER SECRETARY 1.50 X X 0 0 0 DEBBIE CAMPBELL DIRECTOR 1.00 X 0 0 0 BILL CROWL DIRECTOR 1.00 X 0 0 0 CRAIG DOYLE DIRECTOR 1.00 X 0 0 0 GREGG HOPE DIRECTOR 1.00 X 0 0 0 LAURA LEA PALMER DIRECTOR 1.00 X 0 0 0 GEORGE SOWERS DIRECTOR 1.00 X 0 0 0 ERIC THIERGOOD DIRECTOR 1.00 X 0 0 0 TIM WELBES DIRECTOR 1.00 X 0 0 0 JULIE MARTINEAU PRESIDENT & CEO 40.00 X 103000 0 0 103000 0 0 1 0 0 0 0 109496 22250 558074 689820 540016 540016 545792 476776 69016 69016 69016 111950 109496 60424 51526 51526 1350378 0 0 660558 274763 274763 17000 17000 103000 103000 20501 20501 9273 9273 12080 12080 35475 35475 3727 3727 374 374 2235 2235 4486 4486 17893 17893 1141 1141 831 831 74 74 1886 1886 PRINTING 3907 3907 DUES & SUBSCRIPTIONS 3165 3165 OTHER 656 656 CREDIT CARD BANK FEES 200 200 512667 291763 220904 0 822819 898102 5173 2844 2403 2329 8142352 8912032 500 0 8968074 9812463 140522 147200 140522 147200 X 595521 620101 8232031 9045162 8827552 9665263 8968074 9812463 837711 0 X 1 X 0 1 0 X 380450 528668 236380 893221 689820 2728539 380450 528668 236380 893221 689820 2728539 2728539 215541 274596 301707 389993 540016 1721853 4450392 20466 0.61310 0.69120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 46 60643 497181 39200 254963 1419739 8078787 1 1 8519893 557824 587225 291763 9373179 7526841 813024 494445 272776 8519893 7316351 139484 396724 325718 7485200 6807744 407743 305304 204440 7316351 6318294 315949 343401 169900 6807744 0 0 5173 2844 2329 2329 FIXED INCOME BONDS 1894097 F EQUITY FUNDS 12405 F EXCHANGE TRADED FUND 6989350 F CERTIFICATES OF DEPOSIT 16180 F 8912032 AGENCY ENDOWMENTS 147200 147200 SKEET SHOOT 63650 39250 24400 16873 WINE DINNER 144900 57350 87550 30831 1 12896 12896 12720 221446 109496 111950 60424 60424 51526 1 ALL EARS LISTENING & LANGUAGE CENTER 4881 WEST PANTHER CREEK DRIVE THE WOODLANDS TX 77381 455209696 10530 0 TO PROVIDE WEEKLY AUDITORY VERBAL THERAPY SESSIONS TO 33% (2) OF THE ENROLLED MONTGOMERY COUNTY CHILDREN UNDER 2 YRS. OLD, AT NO CHARGE, THIS NEXT CALENDAR YEAR (156 SESSIONS TOTAL) TO ENSURE THE CRITICAL EARLY LEARNING INTERVENTION NEEDED FOR OPTIMAL LONG-TERM SPOKEN LANGUAGE OUTCOMES. ANGEL REACH 900 WEST DALLAS CONROE TX 77301 205665097 10700 0 TO EXPAND THE ANGEL REACH FOSTER SUCCESS INITIATIVE TO INCLUDE LEARNING INTERVENTION SESSIONS WHICH WILL PROVIDE CONCENTRATED EDUCATION INTERVENTION TO ENSURE SUCCESS FOR OUR YOUNG PEOPLE WHO STRUGGLE WITH LEARNING DIFFICULTIES. ASSISTANCE LEAGUE OF MC 126 SAN JACINTO CONROE TX 77301 760438092 9900 0 TO PROVIDE NEW CLOTHING AND SHOES TO 40 STUDENTS IN NEED IN ALL SIX MONTGOMERY COUNTY SCHOOL DISTRICTS. COMMUNITY ASSISTANCE CENTER 1022 MCCALL CONROE TX 77301 760000798 37282 0 FUNDING TO BE USED TO PROVIDE PROGRAM SUPPORT FOR CAC'S SERVICES INCLUDING PROGRAM DELIVERY, CLIENT ASSISTANCE AND CASE MANAGEMENT. RENT AND UTILITIES DURING ARCTIC BLAST, COMPASSION UNITED PO BOX 2582 CONROE TX 77305 262240778 5800 0 UPDATE A BUILDING BY REPAIRING BATHROOM AND ADDING WALL WITH DOOR FOR CAC TO PROVIDE ADDITIONAL SERVICES TO THE GROCEVILLE/CUT AND SHOOT COMMUNITY FOR FREE MEDICAL SERVICES WITH INTERFAITH COMMUNITY CLINIC AND FINANCIAL ASSISTANCE THROUGH CAC. CONROE LIVE 300 WEST DAVIS STREET SUITE 520 CONROE TX 77301 753235317 5100 0 REFURBISH MURALS IN DOWNTOWN CONROE, REFURBISH BENCHES IN DOWNTOWN CONROE, AND OPERATING COSTS GOD'S GARAGE 2106 EAST DAVIS STREET CONROE TX 77301 475406083 19173 0 FUNDS FOR CONSTRUCTION OF NEW ADMINISTRATION AND AUTO REPAIR CENTER NEEDED TO INCREASE OUR OPERATING EFFICIENCY AND TRIPLE THROUGHPUT. NET RESULT TO EXTEND OUTREACH AND ASSIST MANY MORE SINGLE MOTHERS, WIDOWS AND WIVES OF DEPLOYED MILITARY IN NEED OF RELIABLE TRANSPORTATION. HENRY'S HOME HORSE AND HUMAN SANCTUARY 14638 PERRY ROAD CONROE TX 77302 472590822 6000 0 SPONSOR ONE OF THE RESCUED HORSES FOR A YEAR INCLUDING ALL THEIR FEED AND SUPPLEMENTS, PREVENTATIVE VET CARE, FARRIER, GROOMING AND TRAINING SUPPLIES AND TACK TO MAKE THEIR WORK MORE COMFORTABLE. JOURNEY HOME PO BOX 223 CONROE TX 77305 364937291 6864 0 PRENATAL NUTRITION PROGRAM FOR PAST AND PRESENT RESIDENT GUEST LOVE FOSTERS HOPE 33300 EGYPT LANE SUITE G420 MAGNOLIA TX 77354 460690241 11673 0 OFFSET THE 2022 RFK CHILDREN'S SUMMER CAMP CATERING EXPENSES FOR CHILDREN 7 TO 11 WHO ARE CURRENTLY IN FOSTER CARE. ONE OF FOUR CAMPS OFFERED. MONTGOMERY COUNTY FOOD BANK ONE FOOD FOR LIFE WAY CONROE TX 77385 760153892 33081 0 SUPPORT FOOD FOR SENIORS PROGRAM INCLUDING SENIOR BOX PROGRAM AND NUTRITION EDUCATION. SUPPORT FOOD FOR ARCTIC BLAST. MC WOMEN'S CENTER 1401 AIRPORT ROAD MONTGOMERY TX 77356 760061208 16200 0 OPERATING FUNDS MONTGOMERY ISD EDUCATION FOUNDATION 20774 EVA STREET MONTGOMERY TX 77356 465233484 10300 0 FUNDING FOR TEACHER GRANTS AND AWARDS BACK TO THE CLASSROOMS OF MISD TO ENSURE STUDENTS RECEIVE INNOVATIVE, CREATIVE AND IMAGINARY WAYS TO LEARN. WE GIVE TOOLS AND PROGRAMS TO STUDENTS MISD DOES NOT PROVIDE. SLEEP IN HEAVENLY PEACE 318 NORTH MAIN STREET CONROE TX 77301 464346568 6000 0 SUPPLIES AND MATERIALS TO BUILD 21 FULLY FURNISHED TWIN BEDS SCHOLARSHIPS 14 17000 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 THAT WAS 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 AND 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 JAN. 1 THROUGH DEC. 31 OF THE GRANT YEAR MUST BE RETURNED TO MCCF, UNLESS OTHERWISE AUTHORIZED IN WRITING. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FOUNDATION'S PRESIDENT & CEO AND THE BOARD OF DIRECTORS REVIEW THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, BOARD OF DIRECTORS, COMMITTEES, 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 SUCH MATTERS. 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, THEY ARE 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 AND 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 AVAILABLE ON THE WEBSITE: WWW.MCCFOUNDATION.ORG.