Betty James and Walter S
SPARTANBURG, SC EIN: 26-6131275
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.1M
+91.9% YoY
Annual Giving
$25K
+68.9% YoY
Grant Count
8
-20.0% YoY
Avg Grant Size
$3K
+111.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,055,255 | $549,889 | $491,284 |
| Revenue | $989,112 | $252,880 | $222,968 |
| Expenses | $228,318 | $239,087 | $192,715 |
| Qualifying Distributions | $28,500 | $21,796 | $9,811 |
| Net Investment Income | $224,147 | $14,635 | $11,568 |
| Distributable Amount | $22,112 | $13,887 | $14,810 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WALTER S MONTGOMERY JR | TRUSTEE | 0.5 | — |
| BETTY J MONTGOMERY | TRUSTEE | 0.5 | — |
| LILLIAN M LILLY | TRUSTEE | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
South Carolina $55K (73%)
New York $12K (16%)
North Carolina $6K (8%)
Georgia $1K (1%)
Virginia $1K (1%)
Cities
AlexandriaArdenAtlantaCampobelloGarrisonHendersonvilleSaludaSpartanburg
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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