Betty James and Walter S is a private foundation focused on Human Services, based in SPARTANBURG, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 8 grants totaling $25K. Net investment income was $224K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About Betty James and Walter S
Based on IRS filings
Betty James and Walter S is a private foundation focused on Human Services, based in SPARTANBURG, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 8 grants totaling $25K. Net investment income was $224K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 .
Leadership & 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 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Mcfadden Foundation Inc
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Total Given
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World Wide Harvest Ministriesinc
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Total Given
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Nwtf Foundation
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Grants
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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