Rose and Walter Montgomery Foundation
The Rose and Walter Montgomery Foundation is a private foundation based in Spartanburg, South Carolina. The foundation focuses its philanthropic efforts on education, human services, and arts-related initiatives, primarily serving the South Carolina region.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.3M
+9.8% YoY
Annual Giving
$250K
-9.3% YoY
Grant Count
6
-62.5% YoY
Avg Grant Size
$42K
+141.8% YoY
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Elementary Education
- Arts and the Arts for Nonprofits
- Human Services
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
Grant Types
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations and initiatives in South Carolina, with a particular emphasis on the Spartanburg area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $7,281,385
- Total Giving: $250,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,281,385 | $6,629,224 | $5,680,313 |
| Revenue | $293,960 | $34,648 | $239,438 |
| Expenses | $339,344 | $369,850 | $440,621 |
| Qualifying Distributions | $250,000 | $275,750 | $315,400 |
| Net Investment Income | $200,889 | $83,638 | $104,077 |
| Distributable Amount | $405,452 | $376,954 | $364,059 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
74 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Walter Scott Montgomery Jr. (December 28, 1929 – October 4, 2023) was associated with the foundation. He was a graduate of the University of North Carolina at Chapel Hill (Phi Beta Kappa, 1951) and Harvard Business School. Montgomery was a lifelong Spartanburg resident and served as a Lieutenant in the United States Army.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROSE M JOHNSTON | TRUSTEE | 0.5 | — |
| WALTER S MONTGOMERY JR | TRUSTEE | 0.5 | — |
| LIZA JOHNSTON | TRUSTEE | 0.5 | — |
| MARY JOHNSTON CARLOSS | TRUSTEE | 0.5 | — |
| BETTY MONTGOMERY | TRUSTEE | 0.5 | — |
| JOHN MONTGOMERY | TRUSTEE | 0.5 | — |
| BAILEY J FARRIN | TRUSTEE | 0.5 | — |
| SCOTT MONTGOMERY | TRUSTEE | 0.5 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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