Nonprofit · EIN 23-3070457
MONTGOMERY COUNTY FOUNDATION INC
Tax-exempt · BLUE BELL, PA 19422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,101,432 | $1,156,606 | -$55,174 | $8,354,757 | $573,550 | $7,781,207 |
| December 31, 2024 | 990 | $1,113,162 | $1,029,555 | $83,607 | $7,713,861 | $607,257 | $7,106,604 |
| December 31, 2023 | 990 | $1,940,090 | $1,022,291 | $917,799 | $7,333,542 | $636,129 | $6,697,413 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $906,229
- Program service revenue
- $0
- Investment income
- $176,836
- Net gain from sales of assets
- $21,271
- Other revenue
- $18,367
Expenses
- Grants and similar amounts paid
- $356,698
- Compensation of officers, directors and key employees
- $165,182
- Other salaries and wages
- $265,882
- Salaries, compensation and benefits (total)
- $514,165
- Professional fundraising fees
- $0
- Legal fees
- $7,500
- Accounting fees
- $75,332
- Occupancy
- $77,041
- Travel
- $292
- Depreciation
- $5,017
- Program services (functional)
- $964,733
- Management and general (functional)
- $151,900
- Fundraising (functional)
- $39,973
Balance sheet and other
- Total assets, start of year
- $7,713,861
- Total assets, end of year
- $8,354,757
- Total liabilities, end of year
- $573,550
- Net assets, end of year
- $7,781,207
- Land, buildings and equipment
- $16,974
- Publicly traded securities
- $6,521,256
- Net assets without donor restrictions
- $7,486,785
- Net assets with donor restrictions
- $294,422
- Gross receipts
- $1,951,278
- Employees
- 4
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VIRGINIA FRANTZ | PRESIDENT AND CEO Trustee or director, Officer | 40 | $129,202 | $29,824 |
| WILLIAM G TONER | CO-CEO Trustee or director, Officer | 1 | $129,808 | $0 |
| CINDY DICCIANNI RN CHFC CSA CLTC | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| DR THURMAN D BOOKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SHEILA D STITH CSA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR A KIRK FIELD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CATHERINE M HARPER ESQ | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| GERALD E GORSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARSHA B BOLDEN ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN RULE ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA M FARNSWORTH CFA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSEPH ST PEDRO CEO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VIRGINIA FRANTZ | PRESIDENT AND CEO Trustee or director, Officer | 40 | $125,484 | $38,278 |
| CINDY DICCIANNI RN CHFC CSA CLTC | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| DR THURMAN D BOOKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM L LANDSBURG ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHEILA D STITH CSA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| WILLIAM G TONER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR A KIRK FIELD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CATHERINE M HARPER ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GERALD E GORSKI | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| MARSHA B BOLDEN ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN RULE ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA M FARNSWORTH CFA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSEPH ST PEDRO CEO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VIRGINIA FRANTZ | PRESIDENT AND CEO Trustee or director, Officer | 40 | $125,484 | $42,342 |
| CINDY DICCIANNI RN CHFC CSA CLTC | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| DR THURMAN D BOOKER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM L LANDSBURG ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHEILA D STITH CSA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HARVEY STRAUSS ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR A KIRK FIELD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CATHERINE M HARPER ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GERALD E GORSKI | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| MARSHA B BOLDEN ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN RULE ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA M FARNSWORTH CFA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 SENTRY PKWY E STE 302, BLUE BELL, PA 19422-2334
- In care of
- % JOHN C WEBBER
- Principal officer (990 for 2025)
- VIRGINIA FRANTZ, 4 SENTRY PARKWAY 302, BLUE BELL, PA 19422
- Signed the 990
- VIRGINIA FRANTZ, CEO
- Phone
- (484) 532-7387
- Website
- WWW.MCFOUNDATIONINC.ORG
- Return prepared by
- WHEELER WOLFENDEN & DWARES PA
Mission
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.
Program accomplishments
- THE FOUNDATION COLLECTS AND DISTRIBUTES FUNDS TO ASSIST A WIDE RANGE OF COMMUNITY NEEDS THAT INCLUDE EDUCATION, HEALTH AND HUMAN SERVICES AND CULTURAL GROUPS SERVING RESIDENTS OF MONTGOMERY COUNTY. AS WELL AS ASSISTING DONORS TO ESTABLISH PERMANENT ENDOWMENT FUNDS, THE FOUNDATION ACCEPTS DONATIONS OF ALL SIZES TO ADDRESS ISSUES IN THE COMMUNITY. THE FOUNDATION IS A COMMUNITY FOUNDATION AND HAS TAKEN ON THE ROLE OF 'A CATALYST FOR COMMUNITY SOLUTIONS' BY CONVENING INDIVIDUALS, AGENCIES AND GROUPS TO STRENGTHEN COMMUNITIES TO ADDRESS THOSE NEEDS.THE FOUNDATION PROVIDES EDUCATIONAL PROGRAMS TO STAFF AND BOARD MEMBERS OF NON-PROFITS TO ENHANCE THEIR CAPACITY. THESE PROGRAMS ADDRESS ORGANIZATIONAL ISSUES, FINANCIAL ISSUES AND OTHER CURRENT TOPICS CRITICAL TO THE OPERATIONS OF NON-PROFIT ORGANIZATIONS.BUILDING STRONG COMMUNITIES AND ASSISTING THOSE MOST IN NEED IS POSSIBLE ONLY THROUGH DONATIONS FROM THOSE WHO WANT TO MAKE A DIFFERENCE.THE FOUNDATION SUPPORTS THE NON-PROFIT COMMUNITY THROUGH GRANTS AND AS FOLLOWS:WE REGULARLY ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC GOALS BY PROVIDING EDUCATION ABOUT ISSUES, NON-PROFITS, THE BEST OPTIONS FOR MAKING A DIFFERENCE IN THE COMMUNITY.WE PROVIDE MONTHLY EDUCATIONAL PROGRAMS FOR NON-PROFIT STAFF AND BOARDS ASSISTING THEM WITH INFORMATION ABOUT ISSUES THEY ARE FACING. THESE PROGRAMS ARE PROVIDED AT NO CHARGE AND TOPICS INCLUDE FUNDRAISING, ACCOUNTING, CYBER ISSUES, AND OTHER IMPORTANT TOPICS.WE SPONSOR YOUR WAY HOME, A CONTINUING COLLABORATION WITH MONTGOMERY COUNTY, OTHER FOUNDATIONS, NON-PROFIT HOUSING AGENCIES, AND OTHERS TO MAKE HOMELESSNESS RARE, BRIEF, AND NON-RECURRING. THIS INCLUDES WORKING TO CHANGE THE SYSTEM THAT ASSISTS PEOPLE WHO ARE HOMELESS OR ABOUT TO BE HOMELESS. THE NEW SYSTEM WILL LEAD TO SUCCESSFUL SOLUTIONS TO THE ISSUES AND WITH MORE PERMANENT AND QUICKER RESULTS.DURING THE THREE-YEAR COVID PANDEMIC, WE PROVIDED THE NONPROFITS WITH COACHES AND SOFTWARE TO TEACH THEIR STAFF HOW TO INCREASE THEIR FUNDING - THIS WAS A HIGHLY SUCCESSFUL PUBLIC PRIVATE PARTNERSHIP.DURING THE THREE-YEAR COVID PANDEMIC, WE WORKED WITH OTHERS TO RAISE OVER $1,000,000 TO ASSIST NONPROFITS CONTINUING TO SERVE THOSE MOST IN NEED.WE FUNDED LOCAL RESEARCH PROJECTS IN COLLABORATION WITH OTHER FUNDERS TO IDENTIFY COMMUNITY NEEDS. THE RESULTS OF THOSE RESEARCH PROJECTS OFTEN RESULT IN THE UNDERTAKING OF CATALYST FOR COMMUNITY SOLUTIONS PROJECTS LIKE THE HUMAN SERVICES RESOURCE DIRECTORY. THIS PROJECT WAS DEVELOPED AND IMPLEMENTED BY THIS FOUNDATION TO PROVIDE CURRENT INFORMATION TO THOSE IN NEED OF SERVICES AND IS NOW LINKED WITH A CALL CENTER AND ONLINE ACCESS AT WWW.211SEPA.ORG.THE FOUNDATION RECEIVED A GRANT FROM ATLANTIC PHILANTHROPIES FOR A 4-YEAR PERIOD TO PROVIDE CIVIC ENGAGEMENT SUPPORT TO A PROGRAM FOR ADULTS 60+, GIVING THEM OPPORTUNITIES TO VOLUNTEER WITH LOCAL NONPROFITS USING THEIR SKILLS TO MAKE AN IMPACT.CREATIVE MONTCO WAS A PARTNERSHIP BETWEEN THE FOUNDATION, INDIVIDUALS, GOVERNMENT, FOUNDATIONS, CORPORATIONS, AND OTHERS, TO COMPLETE A RESEARCH PROJECT TO DEVELOP A 10-YEAR PLAN FOR ARTS AND CULTURE FOR MONTGOMERY COUNTY. THE PROJECT IS IN IMPLEMENTATION PHASE CURRENTLY AND INVOLVED APPROXIMATELY 100 VOLUNTEERS, INDICATING TREMENDOUS COMMUNITY SUPPORT.Expenses $964,733 · grants $356,698 · revenue $39,638
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-3070457
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W12)
- Assets (IRS master file)
- $8,354,757
- Income (IRS master file)
- $1,951,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,101,432 | $1,156,606 | $8,354,757 | IRS |
| 990 | December 2024 | $1,113,162 | $1,029,555 | $7,713,861 | IRS |
| 990 | December 2023 | $1,940,090 | $1,022,291 | $7,333,542 | XML |
| 990 | December 2022 | $845,541 | $1,098,092 | $5,786,273 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-3070457).
Questions about MONTGOMERY COUNTY FOUNDATION INC
- What is the EIN of MONTGOMERY COUNTY FOUNDATION INC?
- The employer identification number (EIN) of MONTGOMERY COUNTY FOUNDATION INC is 23-3070457.
- Is MONTGOMERY COUNTY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MONTGOMERY COUNTY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY COUNTY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTGOMERY COUNTY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY COUNTY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTGOMERY COUNTY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names VIRGINIA FRANTZ.
- Who are the officers and directors of MONTGOMERY COUNTY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $129,202 (VIRGINIA FRANTZ, PRESIDENT AND CEO).
- How much revenue does MONTGOMERY COUNTY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,101,432, expenses of $1,156,606 and total assets of $8,354,757 at year end.
Other nonprofits in BLUE BELL
- CENTER FOR RESEARCH & COLLABORATION INC EIN 39-3723139 · last filed 990-EZ for 2025
- KEN-CREST SERVICES EIN 25-1439925 · last filed 990 for 2025
- DELTA COMMUNITY SUPPORTS INC EIN 23-2016631 · last filed 990 for 2025
- SUBURBAN TRANSIT NETWORK INC EIN 23-2145762 · last filed 990 for 2025
- REP FAMILY FOUNDATION INC EIN 87-1864143 · last filed 990-PF for 2025
- PENNSYLVANIA PROFESSIONAL LIABILITY JOINT UNDERWRITING ASSOCIATION EIN 23-1984582 · last filed 990 for 2024
- FRIENDS LIFE CARE EIN 23-2378625 · last filed 990 for 2024
- CEDARBROOK COUNTRY CLUB EIN 23-0462590 · last filed 990 for 2025
All nonprofits in BLUE BELL · Pennsylvania · Public and societal benefit