Financial Information

Ensuring financial transparency and ethical stewardship to build lasting trust and stronger communities.

Our Commitment

The Montgomery County Foundation, Inc. is dedicated to responsible financial stewardship, transparency, and compliance with all regulatory standards to maximize the impact of charitable contributions for local needs.

How to Receive a Copy of the Foundation’s IRS Form 990 and Other Useful Information

To obtain any of the following, please e-mail us at execoffice@mcfoundationinc.org or telephone us at 484-532-7387:

  • IRS Form 990 and 990T (if applicable): Also available at www.guidestar.org.
  • Annual Audit: Detailed reports of our financial activities and practices.
  • Investment Oversight: Information about our investment managers, administrative fees, and how we safeguard donated funds.

Important Notices

The official registration and financial information of The Montgomery County Foundation Inc. may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, at 1-800-732-0999.

Registration does not imply endorsement.
In accordance with the Pension Protection Act of 2006, The Montgomery County Foundation, Inc. retains exclusive legal control over all contributed assets.
 
Inspiration…Collaboration…Impact

Building Hope Together

Empowering lasting change with
flexible, community-focused solutions.