Bucks Montgomery Home Builders Charitable Foundation Inc
Bucks Montgomery Home Builders Charitable Foundation Inc is a private foundation, based in Fort Washington, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $36K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $611.
Key facts about Bucks Montgomery Home Builders Charitable Foundation Inc
In short: Bucks Montgomery Home Builders Charitable Foundation Inc gave $13K across 2 grants in 2024 (avg $7K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- EIN
- 23-2669947
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $13,339
- Grants made (2024)
- 2
- Average grant
- $6,670
- Median grant
- $6,670
- Total assets
- $36,226
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$36K
+30.6% YoY
Annual Giving
$13K
-27.8% YoY
Grant Count
2
-71.4% YoY
Avg Grant Size
$7K
+152.6% YoY
Under IRS private-foundation payout rules, Bucks Montgomery Home Builders Charitable Foundation Inc reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
How Bucks Montgomery Home Builders Charitable Foundation Inc gives
- Giving fell 41% from 2021 to 2024. Method
- In 2024 it paid out 859% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Bucks Montgomery Home Builders Charitable Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $11K (2022) to $23K (2021). In 2024 it made 2 grants totaling $13K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Scholarships and Awards ($10K). Together the top 2 received $13K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Scholarships and Awards Fort Washington, PA | Education | $9,500 |
| Contributions Fort Washington, PA | Education | $3,839 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $36,226 | $27,734 | $27,268 |
| Revenue | $43,498 | $60,772 | $64,944 |
| Expenses | $35,004 | $60,308 | $60,991 |
| Qualifying Distributions | $13,339 | $18,479 | $11,124 |
| Net Investment Income | $611 | $442 | $14 |
| Distributable Amount | $1,553 | $1,609 | $1,467 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bucks Montgomery Home Builders Charitable Foundation Inc's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Carla Zapotek
Executive Di
On filings since 2020
1 hr/week
No compensation reported
Dale Smith
Committee Ch
On filings since 2022
No compensation reported
Rob Fluehr
Committee Ch
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bucks Montgomery Home Builders Charitable Foundation Inc
How much does Bucks Montgomery Home Builders Charitable Foundation Inc give each year?
Bucks Montgomery Home Builders Charitable Foundation Inc gave $13K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $18K across 7 grants.
How large is Bucks Montgomery Home Builders Charitable Foundation Inc?
Bucks Montgomery Home Builders Charitable Foundation Inc reported $36K in total assets on its 2024 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
Where does Bucks Montgomery Home Builders Charitable Foundation Inc operate?
Bucks Montgomery Home Builders Charitable Foundation Inc has awarded grants in New Jersey, Pennsylvania.
What is Bucks Montgomery Home Builders Charitable Foundation Inc's EIN?
Bucks Montgomery Home Builders Charitable Foundation Inc's EIN (Employer Identification Number) is 23-2669947. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Bucks Montgomery Home Builders Charitable Foundation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Bucks Montgomery Home Builders Charitable Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Foundations Community Partnership
Doylestown, PA
Foundations Community Partnership funds qualifying nonprofits serving children, young adults, and families in Bucks County, Pennsylvania, with a focus on behavioral health and human services. Its 2025 grants ranged from $600 to $32,500, with a median award of $5,000. The profile describes online applications and, for most programs, a Letter of Inquiry before a full application, but does not state whether unsolicited requests are accepted.
Assets
$22.0M
Grants
73
Total Given
$548K
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health-access initiatives for disproportionately affected populations, including cancer, blood disorders, brain health, and clinical-trial participation, in the United States and internationally. In 2024, its median grant was $134,090, though awards varied widely; it says application materials are available upon request and advises organizations to contact it about the process, but does not state whether unsolicited requests are accepted.
Assets
$83.3M
Grants
144
Total Given
$67.7M
The Marvin and Dee Woodall
Doylestown, PA
The foundation supports a broad range of charitable organizations, including local churches, parks and conservation, arts, journalism, health-related programs, and community services, with most funding going to Pennsylvania. Its 2025 grants ranged from $35 to $72,000, with a median of $5,000. It accepts requests by letter and says it does not restrict giving to preselected organizations.
Assets
$9.9M
Grants
24
Total Given
$203K
EQT Foundation
Canonsburg, PA
EQT Foundation funds community enrichment, education and workforce development, and natural-resource conservation, including STEM, environmental, and arts and culture programs. Its 2024 grants ranged from $100 to $800,000, with a median of $10,000, and primarily supported communities in Pennsylvania, West Virginia, and New York within EQT’s operating footprint. It accepts unsolicited requests from eligible nonprofits and institutions; applications are available on its website.
Assets
$26.2M
Grants
367
Total Given
$6.3M
Syde Hurdus Foundation Inc
New York, NY
The Syde Hurdus Foundation supports organizations in areas including health care, mental health, arts and humanities, theatre, and youth development, with grants ranging from $1,000 to $90,000 and a median of $15,000. Its 2025 giving was concentrated in Florida, New York, Pennsylvania, and California. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$15.6M
Grants
48
Total Given
$801K
The Pittsburgh Foundation
Pittsburgh, PA
The Pittsburgh Foundation funds basic needs, racial equity and social justice, environmental action, arts and culture, and economic mobility, primarily for organizations located in or serving Allegheny County, Pennsylvania. Its 2024 grants had a median of $18,576, though awards varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$1.5B
Grants
1,132
Total Given
$64.0M
The William Penn Foundation
Philadelphia, PA
The William Penn Foundation funds arts and culture, children and families, civic engagement, the environment and public spaces, and workforce training across the Philadelphia region. Its 2024 grants ranged from $45 to $7.78 million, with a median of $50,000. It accepts unsolicited requests through a limited open-application process, though it recommends applying through a relevant RFP when available.
Assets
$3.4B
Grants
1,027
Total Given
$148.8M
Dick's Sporting Goods Foundation
Coraopolis, PA
The DICK’S Sporting Goods Foundation primarily funds youth sports programs that reduce barriers to participation, with additional support for public lands and outdoor access. Its 2025 grants had a median of $5,000, though awards ranged from $626 to $2.5 million, and its Sports Matter program supports eligible organizations across the U.S. Sports Matter opportunities are by invitation only.
Assets
$34.5M
Grants
964
Total Given
$18.0M
Hillman Family Foundations
Pittsburgh, PA
The 18 independently operated Hillman foundations fund varied projects—including arts, health, education, workforce development, and community development—with priorities and geographic reach that differ by foundation. In 2024, grants ranged from $75 to $5 million, with a median award of $20,000. The stated application process begins with a brief letter of intent through the online portal; no deadline is listed.
Assets
$1.9B
Grants
814
Total Given
$88.8M
Pidc Financing Corporation
Philadelphia, PA
PIDC Financing Corporation administers Pennsylvania’s PIDA loan program, which finances businesses’ real estate acquisitions, leasehold improvements, and capital equipment, and the state-funded Local Share Account grant program. It reported no grants in 2022–2024, so no typical grant size is stated; program eligibility areas and whether it accepts unsolicited requests are not specified.
Assets
$6.7M
Grants
774
Total Given
$16.4M
More Funders in Pennsylvania
Bucks Montgomery Home Builders Charitable Foundation Inc down — hundreds of funders to go?