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Rose & Walter Montgomery Foundation is a private trust based in SPARTANBURG, SC. The foundation received its IRS ruling in 1994. It holds total assets of $7.3M. Annual income is reported at $925K. Total assets have decreased from $13M in 2011 to $7.3M in 2024. The foundation is governed by 8 officers and trustees. Tax records are available from 2018 to 2024. The foundation primarily funds organizations in South Carolina and North Carolina. According to available records, Rose & Walter Montgomery Foundation has made 50 grants totaling $963K, with a median grant of $5K. Annual giving has decreased from $372K in 2020 to $276K in 2023. Individual grants have ranged from $500 to $134K, with an average award of $19K. The foundation has supported 33 unique organizations. The foundation primarily supports organizations in South Carolina, North Carolina, Texas, which account for 90% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$5K
Average Grant
$17K
Largest Grant
$100K
Based on 18 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Rose & Walter Montgomery Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 50 grants. Its grantmaking reaches organizations primarily in SC, NC, TX.
Rose & Walter Montgomery Foundation has distributed a total of $963K across 50 grants. The median grant size is $5K, with an average of $19K. Individual grants have ranged from $500 to $134K.
Rose & Walter Montgomery Foundation is a private foundation. To inquire about grants, you can look up the foundation using their EIN (570986535) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Rose & Walter Montgomery Foundation is headquartered in SPARTANBURG, SC. While based in SC, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John Montgomery | TRUSTEE | $0 | $0 | N/A |
| Scott Montgomery | TRUSTEE | $0 | $0 | N/A |
| Bailey J Farrin | TRUSTEE | $0 | $0 | N/A |
| Rose M Johnston | TRUSTEE | $0 | $0 | N/A |
| Walter S Montgomery Jr | TRUSTEE | $0 | $0 | N/A |
| Liza Johnston | TRUSTEE | $0 | $0 | N/A |
| Mary Johnston Carloss | TRUSTEE | $0 | $0 | N/A |
| Betty Montgomery | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$7.3M
Fair Market Value
N/A
Net Worth
$6.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
50
Total Giving
$963K
Average Grant
$19K
Median Grant
$5K
Unique Recipients
33
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Bailey FoundationFOR BAILEY MAUSOLEUM | Clinton, SC | $1K | 2020 |
| Spartanburg Day SchoolGENERAL OPERATING SUPPORT | Spartanburg, SC | $100K | 2023 |
| Episcopal Church Of The AdventANNUAL BUDGET | Spartanburg, SC | $55K | 2023 |
| Spartanburg County FoundationCHAPMAN CENTER FOR PHILANTHROPY | Spartanburg, SC | $38K | 2023 |
| Wofford CollegeB&W JR END SCHOLARSHIP FUND | Spartanburg, SC | $30K | 2023 |
| United Way Of The PiedmontALEXIS DE TOCQUEVILLE SOCIETY | Spartanburg, SC | $15K | 2023 |
| Converse CollegeZIMMERLI BUILDING RENOVATION | Spartanburg, SC | $11K | 2023 |
| Chapman Cultural CenterGENERAL OPERATING SUPPORT | Spartanburg, SC | $8K | 2023 |
| Cancer Association Of SpartanburgGENERAL OPERATING SUPPORT | Spartanburg, SC | $8K | 2023 |
| Boys Scouts Of AmericaGENERAL OPERATING SUPPORT | Irving, TX | $5K | 2023 |
| Fairforest SouthernGENERAL OPERATING SUPPORT | Spartanburg, SC | $3K | 2023 |
| Wounded Warrior Project IncGENERAL OPERATING SUPPORT | Jacksonville, FL | $1K | 2023 |
| Hand And Hand MinistryGENERAL OPERATING SUPPORT | Spartanburg, SC | $1K | 2023 |
| Spartanburg Community College Foundation IncGENERAL OPERATING SUPPORT | Spartanburg, SC | $500 | 2023 |
| Spartanburg PhilharmonicGENERAL OPERATING SUPPORT | Spartanburg, SC | $500 | 2023 |
| Piedmont Physic GardenGENERAL OPERATING SUPPORT | Union, SC | $500 | 2023 |
| St Luke'S Free Med ClinicGENERAL OPERATING SUPPORT | Spartanburg, SC | $500 | 2023 |
| Lake Summit FoundationLAKE SUMMIT COMMUNITY FOUNDATION | Hendersonville, NC | $13K | 2022 |
| Usc Upstate FoundationEDMUNDS LECTURE SERIES | Spartanburg, SC | $5K | 2022 |
| Episcopal Church Of St JohnGENERAL OPERATING SUPPORT | Flat Rock, NC | $5K | 2022 |
| St John In The WildernessANNUAL BUDGET | Flat Rock, NC | $4K | 2022 |
| Leadership InstituteGENERAL OPERATING SUPPORT | Arlington, VA | $3K | 2022 |
| South Carolina Policy CouncilGENERAL OPERATING SUPPORT | Columbia, SC | $3K | 2022 |
| Upstate Warrior SolutionANNUAL BUDGET | Greenville, SC | $1K | 2022 |
| Group Of 100ANNUAL BUDGET | Spartanburg, SC | $1K | 2022 |
| Healthy SmilesLAUGH FOR A CHILD | Spartanburg, SC | $1K | 2022 |
| Cato InstituteGENERAL OPERATING SUPPORT | Washington, DC | $1K | 2022 |
| Hejaz Shriners CircusGENERAL OPERATING SUPPORT | Easley, SC | $650 | 2022 |
| Pardee Hospital FoundationGENERAL OPERATING SUPPORT | Hendersonville, NC | $500 | 2022 |
| Christ SchoolATHLETIC CENTER | Arden, NC | $134K | 2020 |
| Spartanburg Regional FoundationGIBBS CANCER CENTER AND HEART GALA | Spartanburg, SC | $55K | 2020 |
| Hillsdale CollegeANNUAL BUDGET | Hillsdale, MI | $5K | 2020 |
| Ace ScholarshipsJOHNNY O'S RACE FOR ACE | Greenwood Village, CO | $1K | 2020 |
LAKE CITY, SC
CHARLESTON, SC
COLUMBIA, SC