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Also known as: MONTGOMERY JR FOUNDATION
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Betty James And Walter S Montgomery Jr Foundation is a private trust based in SPARTANBURG, SC. The foundation received its IRS ruling in 2008. The principal officer is Walter S Montgomery Jr. It holds total assets of $1.1M. Annual income is reported at $1.6M. Total assets have grown from $19K in 2011 to $1.1M in 2024. The foundation is governed by 3 officers and trustees. Grants to local charities. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in South Carolina, North Carolina and New York. According to available records, Betty James And Walter S Montgomery Jr Foundation has made 10 grants totaling $15K, with a median grant of $1K. Individual grants have ranged from $300 to $4K, with an average award of $1K. The foundation has supported 10 unique organizations. The foundation primarily supports organizations in South Carolina, New York, Georgia, which account for 90% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$200
Median Grant
$1K
Average Grant
$1K
Largest Grant
$3K
Based on 10 grants from the most recent 990-PF filing.
Grants to local charities
Expenses: $19K
Grants to local charities. Based on available records, the foundation has funded 10 grants. Its grantmaking reaches organizations primarily in SC, NY, GA.
Betty James And Walter S Montgomery Jr Foundation has distributed a total of $15K across 10 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $300 to $4K.
Betty James And Walter S Montgomery Jr Foundation is a private foundation. To inquire about grants, you can look up the foundation using their EIN (266131275) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Betty James And Walter S Montgomery Jr Foundation is headquartered in SPARTANBURG, SC. While based in SC, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Walter S Montgomery Jr | TRUSTEE | $0 | $0 | N/A |
| Betty J Montgomery | TRUSTEE | $0 | $0 | N/A |
| Lillian M Lilly | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$1.1M
Fair Market Value
N/A
Net Worth
$1.1M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
10
Total Giving
$15K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
10
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Noble Tree FoundationGENERAL OPERATING SUPPORT | Spartanburg, SC | $4K | 2023 |
| Converse CollegeROSE GARDEN SUPPORT | Spartanburg, SC | $3K | 2023 |
| Garden ConservancyGENERAL OPERATING SUPPORT | Garrison, NY | $3K | 2023 |
| Group Of 100GENERAL OPERATING SUPPORT | Spartanburg, SC | $1K | 2023 |
| Healthy SmilesGENERAL OPERATING SUPPORT | Spartanburg, SC | $1K | 2023 |
| MarrGENERAL OPERATING SUPPORT | Atlanta, GA | $1K | 2023 |
| Spartanburg Community College FoundationCULINARY FUND AND HORTICULTURAL SCHOOL | Spartanburg, SC | $800 | 2023 |
| Men'S Garden ClubTREE PLANTING PROJECT | Spartanburg, SC | $500 | 2023 |
| Saluda Fire DeptGENERAL OPERATING SUPPORT | Saluda, NC | $300 | 2023 |
| Campobello Fire DeptGENERAL OPERATING SUPPORT | Campobello, SC | $300 | 2023 |