MONTGOMERY COUNTY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY COUNTY FOUNDATION (EIN 23-6298550)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-13
- IRS object ID
- 201221049349300207
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-04-13T08:48:34-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 NORTH MARKET ST SUITE 1001 | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236298550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 6103139836 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 W LAFAYETTE STREET NO 120 | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 19401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIRGINIA FRANTZ | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6103139836 | Phone |
| Date Signed | 2012-04-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY W MITCHELL JR CPA | Name |
| PTIN | P00362597 | PTIN |
| Phone | 3024280888 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | VIRGINIA FRANTZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 W LAFAYETTE STREET NO 120 | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 19401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4221146 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MCFOUNDATIONINC.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO DEVELOP, RECEIVE, MANAGE FUNDS RECEIVED AND DISTRIBUTE THEM FOR CHARITABLE PURPOSES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12750 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11258 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 263544 | InvestmentIncomePriorYear |
| Investment Income Current Year | 904471 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 276294 | TotalRevenuePriorYear |
| Total Revenue Current Year | 915729 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 73443 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 351202 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 379768 | OtherExpensePriorYear |
| Other Expenses Current Year | 83866 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 453211 | TotalExpensesPriorYear |
| Total Expenses Current Year | 435068 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -176917 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 480661 | RevenuesLessExpensesCY |
| Total Assets BOY | 9810568 | TotalAssetsBOY |
| Total Assets EOY | 9354368 | TotalAssetsEOY |
| Total Liabilities BOY | 70515 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 118554 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9740053 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9235814 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PRIMARY MISSION OF THE FOUNDATION IS 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 REVENUES AND PORTIONS OF PRINCIPLE, 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 435068 | Expense |
| Grants | 351202 | Grants |
| Revenue | 11258 | Revenue |
| Description | 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'. THROUGH COLLABORATIVE EFFORTS, THE FOUNDATION ASSISTS IN CONVENING INDIVIDUALS, AGENCIES AND GROUPS, TO STRENGTHEN COMMUNITIES BY ADDRESSING IMPORTANT ISSUES IDENTIFIED THROUGH RESEARCH PROJECTS AND COMMUNITY GROUPS. | Description |
| Total Program Service Expense | 435068 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA FRANTZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6103139836 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WEST LAFAYETTE STREET SUITE 120 | AddressLine1 |
| City | NORRISTOWN | City |
| State | PA | State |
| ZIP Code | 19401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| THURMAN D BOOKER DO | |||||
| DISTRIBUTION COMMITTEE MEMBER | 1.00 | X | 0 | 0 | 0 |
| PAYSON W BURT | |||||
| DISTRIBUTION COMMITTEE MEMBER | 1.00 | X | 0 | 0 | 0 |
| JOHN EF CORSON | |||||
| DISTRIBUTION COMMITTEE MEMBER | 1.00 | X | 0 | 0 | 0 |
| WILLIAM L LANDSBURG ESQ | |||||
| DISTRIBUTION COMMITTEE MEMBER | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 11258 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11258 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11258 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 320088 | TotalRevenueColumn |
| Exclusion | $320,088 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3889800 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3305417 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 584383 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 584383 | TotalRevenueColumn |
| Exclusion | $584,383 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 915729 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11258 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $904,471 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351202 | Total |
| Program Services | 351202 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11257 | Total |
| Program Services | 11257 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72609 | Total |
| Program Services | 72609 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435068 | Total |
| Program Services | 435068 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95450 | BOY |
| EOY | 36906 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322054 | BOY |
| EOY | 603521 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9390393 | BOY |
| EOY | 8711270 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2671 | BOY |
| EOY | 2671 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9810568 | BOY |
| EOY | 9354368 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70515 | BOY |
| EOY | 118554 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70515 | BOY |
| EOY | 118554 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9740053 | BOY |
| EOY | 9235814 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9740053 | BOY |
| EOY | 9235814 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9810568 | BOY |
| EOY | 9354368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 480661 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -984900 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233070457 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 0 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $303,211 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 303211 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Book Value | 8711270 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8711270 | TotalOfBookValueSecurities |
| Total Revenue | 915729 | TotalRevenue |
| Total Expenses | 435068 | TotalExpenses |
| Excess Or Deficit For Year | 480661 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -984900 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -984900 | TotalAdjustments |
| Excess Or Deficit Per FS | -504239 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -69171 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -984900 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -984900 | RevenueNotRptdF990 |
| Revenue Subtotal | 915729 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 915729 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 435068 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 435068 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 435068 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | EFFECTIVE JANUARY 1, 2009 THE TRUST ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL AND STATE INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2008, 2009 AND 2010 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE PENNSYLVANIA DEPARTMENT OF REVENUE. HOWEVER, THE TRUST IS NOT CURRENTLY UNDER AUDIT NOR HAS THE TRUST BEEN CONTACTED BY THESE JURISDICTIONS. THERE WERE NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| MONTGOMERY COUNTY FOUNDATION | ||||||||
| 2 W LAFAYETTE STREET SUITE 120 | NORRISTOWN | PA | 19401 | 233070457 | 501(C)(3) | 303211 | N/A | TO SUPPORT GRANT MAKING AND GENERAL OPERATING EXPENSES |
| ELMWOOD PARK ZOO | ||||||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | 231970067 | 501(C)(3) | 10000 | N/A | TO EXPAND DONOR BASE TO HELP SUPPORT THE ZOO IN THE FUTURE |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT MONITORING POLICY (A PART OF THE INTERNAL REVIEW POLICY) WAS ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS ON JUNE 9, 2005 AND PROVIDES FOR DUE DILIGENCE FOR STATUS, GRANT AGREEMENTS, ASSESSMENT OF APPLICATION, BUDGETS, ETC. AND PROVIDES FOR A FOLLOW UP REPORT NO LATER THAN ONE YEAR FROM THE GRANT DISTRIBUTION FOR GRANTS UNDER $5,000 IT REQUIRES A FINANCIAL REPORT ON THE USE OF THE DOLLARS AS WELL ON GRANTS $5,000-$10,000, QUARTERLY REPORTS ON OUTCOMES AND FINANCIAL USE OF THE GRANT ARE REQUIRED. THOSE REPORTS ARE REVIEWED AND THE AGENCIES ARE CONTACTED FOR CLARIFICATIONS IF THE OUTCOMES ARE NOT MET. NO NEW GRANTS ARE ALLOWED WITHOUT FOLLOW-UP REPORTS AND IF FOLLOW UP REPORTS ARE NOT PROVIDED THE GRANT DOLLARS ARE TO BE RETURNED BY THE AGENCY. GRANTEES MUST REQUEST IN WRITING ANY CHANGE IN THE USE OF THE FUND AND THE STAFF AND CHAIRPERSON OF THE GRANT MAKING COMMITTEE REVIEW CHANGE REQUEST TO DETERMINE ITS ELIGIBILITY FOR ACCEPTANCE. FOLLOW UP REPORTS ARE A PART OF THE FILE FOR THE AGENCY RECEIVING GRANTS AND PERIODIC VISITS MAY BE MADE TO THE AGENCIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ON FEBRUARY 11, 2011, THE FOUNDATION RECEIVED A LETTER OF NO OBJECTION FROM THE OFFICE OF THE ATTORNEY GENERAL OF PENNSYLVANIA TO AMEND THE RESOLUTION AND DECLARATION OF TRUST. THE AMENDMENT INCLUDED A DECREASE IN THE NUMBER OF DISTRIBUTION COMMITTEE MEMBERS, MEMBER SELECTION AND THE VERBIAGE USED THROUGHOUT THE DECLARATION IN AN EFFORT FOR BETTER GOVERNANCE OF THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE DISTRIBUTION COMMITTEE AND THEN FORWARDED WITH ANY CHANGES TO THE TRUSTEES FOR APPROVAL PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD IS REQUIRED TO ASSESS THEIR RELATIONSHIPS ANNUALLY AND SIGN AN ACKNOWLEDGEMENT AFFIRMING THAT THEY HAVE NO CONFLICTS AS DETAILED IN THE CONFLICTS OF INTEREST POLICY. THE POLICY IS READ AT A BOARD MEETING PRIOR TO COMPLETION OF FORMS AND IS SO NOTED IN THE MINUTES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE VIA THE ORGANIZATION'S WEBSITE OR UPON REQUEST. THERE IS ALSO A TRUSTEE-APPROVED POLICY FOR STAFF RESPONSE TO REQUESTS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -984,900. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PAGE 12 PART XII 2C | DURING 2011, THE DISTRIBUTION COMMITTEE WAS DESIGNATED TO REVIEW AND APPROVE THE AUDITED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE MONTGOMERY COUNTY FOUNDATION INC | ||||||||||
| 2 WEST LAFAYETTE STREET | NORRISTOWN | PA | 19401 | 233070457 | ADMINISTRATION OF COMMUNITY FUNDS DISTRIBUTED FOR LOCAL CHARITABLE PURPOSES | PA | 501(C)(3) | LINE 7 | N/A | 0 |
| HUMAN SERVICE INSTITUTE | ||||||||||
| 2 WEST LAFAYETTE STREET | NORRISTOWN | PA | 19401 | TO PROVIDE RESEARCH FOR HEALTH AND HUMAN SERVICES | PA | 501(C)(3) | LINE 7 | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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