Rose and Walter Montgomery Foundation
The Rose and Walter Montgomery Foundation is a private foundation based in Spartanburg, South Carolina. In 2024, it awarded grants to six organizations, all in South Carolina, including a community foundation, a school, a cultural center, a college, a church, and a charitable foundation.
Rose and Walter Montgomery Foundation at a glance
In short: Rose and Walter Montgomery Foundation gave $250K across 6 grants in 2024 (avg $42K), mostly in South Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $250,000
- -9.3% vs 2023
- Grants made (2024)
- 6
- -62.5% vs 2023
- Average grant
- $41,667
- +141.8% vs 2023
- Median grant
- $21,250
- Total assets
- $7,281,385
- +9.8% vs 2023
- Primary geography
- South Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Rose and Walter Montgomery Foundation
- How to Apply
-
Submit a written request to Walter S. Montgomery Jr. The request should explain the amount sought, how it will be used, and the charitable tax-exempt purpose. Include documentation showing that the organization qualifies as tax-exempt, such as an IRS exemption letter. The filing states that giving is not restricted to preselected organizations and that there are no award restrictions.
- Contact
Application contact: Walter S Montgomery Jr
Mailing address: 314 South Pine Street, Spartanburg, SC 29302
Phone: (864) 585-9213
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rose and Walter Montgomery Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Spartanburg County Foundation ($138K). Together the top 6 received $250K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 60 grants of 74 (81%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in South Carolina. The listed 2024 recipients were based in Spartanburg.
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How Rose and Walter Montgomery Foundation gives
- Giving fell 20% from 2021 to 2024. Method
- In 2024 it paid out 62% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $250K (2024) to $372K (2020). In 2024 it made 6 grants totaling $250K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Spartanburg County Foundation Spartanburg, SC | Chapman Center for Philanthropy | $137,500 |
| Spartanburg Day School Spartanburg, SC | General Operating Support | $50,000 |
| Chapman Cultural Center Spartanburg, SC | General Operating Support | $25,000 |
| Wofford College Spartanburg, SC | B&W Jr End Scholarship Fund | $17,500 |
| Episcopal Church of the Advent Spartanburg, SC | Annual Budget | $15,000 |
| The Noble Tree Foundation Spartanburg, SC | General Operating Support | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $7,281,385 | $293,960 | $339,344 | $250,000 | 6 | $250,000 | $200,889 | $405,452 |
| 2023 | $6,629,224 | $34,648 | $369,850 | $275,750 | 16 | $275,750 | $83,638 | $376,954 |
| 2022 | $5,680,313 | $239,438 | $440,621 | $315,400 | 19 | $315,400 | $104,077 | $364,059 |
| 2021 | $5,801,231 | $620,834 | $375,328 | $313,400 | 18 | $313,400 | $574,632 | $363,699 |
| 2020 | $5,371,643 | $328,060 | $466,981 | $371,750 | 15 | — | $233,579 | $279,101 |
Under IRS private-foundation payout rules, Rose and Walter Montgomery Foundation reported a distributable amount of $405K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2024 grants included support for a philanthropy center, general operating support, a scholarship fund, and an organization’s annual budget.
The grantees describe their work in varied ways. The Spartanburg County Foundation says it works to improve the lives of county residents through philanthropy, community engagement, and responses to community needs. Spartanburg Day School describes its mission as providing a superior educational experience that prepares students for life. Chapman Cultural Center says it promotes the arts, humanities, and science and their educational role in the community. Wofford College describes itself as a liberal arts institution focused on students’ intellectual, spiritual, and aesthetic development.
Grantmaking
In 2024, the foundation awarded $250,000 through six grants. Grant amounts ranged from $5,000 to $137,500, with a median grant of $21,250. The largest grants were $137,500 to Spartanburg County Foundation for the Chapman Center for Philanthropy, $50,000 to Spartanburg Day School for general operating support, and $25,000 to Chapman Cultural Center for general operating support. Other grants went to Wofford College ($17,500) for the B&W Jr End Scholarship Fund, Episcopal Church of the Advent ($15,000) for its annual budget, and The Noble Tree Foundation ($5,000) for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists the following trustees: Rose M. Johnston, Walter S. Montgomery Jr., Liza Johnston, Mary Johnston Carloss, Betty Montgomery, John Montgomery, Bailey J. Farrin, and Scott Montgomery.
Rose and Walter Montgomery Foundation's 2024 filing lists 8 officers; none of the 8 officers listed in 2024 report compensation.
Officers on the 2024 filing
Bailey J. Farrin
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Betty Montgomery
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
John Montgomery
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Liza Johnston
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Mary Johnston Carloss
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Rose M. Johnston
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Scott Montgomery
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Walter S. Montgomery Jr.
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Rose and Walter Montgomery Foundation
How much does Rose and Walter Montgomery Foundation give each year?
Rose and Walter Montgomery Foundation gave $250K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $276K across 16 grants.
What is Rose and Walter Montgomery Foundation's typical grant size?
Rose and Walter Montgomery Foundation's median grant in 2024 was $21,250, and its average grant was $41,667, across 6 grants on its 2024 IRS Form 990-PF.
Where does Rose and Walter Montgomery Foundation give grants?
Rose and Walter Montgomery Foundation gives mostly in South Carolina: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Spartanburg, SC (6 grants).
Does Rose and Walter Montgomery Foundation give general operating support?
Yes: 50% of Rose and Walter Montgomery Foundation's 2024 grants with a stated purpose (3 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Rose and Walter Montgomery Foundation's largest grantees?
Rose and Walter Montgomery Foundation's largest 2024 grantees include Spartanburg County Foundation ($137,500), Spartanburg Day School ($50,000) and Chapman Cultural Center ($25,000), according to its 2024 IRS Form 990-PF. Together they received 85% of its itemized 2024 grant dollars.
How large is Rose and Walter Montgomery Foundation?
Rose and Walter Montgomery Foundation reported $7.3M in total assets on its 2024 IRS Form 990-PF. It paid out $250K in qualifying distributions that year, against a required minimum of $405K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Rose and Walter Montgomery Foundation fund?
The foundation’s own mission is not stated in the available information. Its 2024 grants included support for a philanthropy center, general operating support, a scholarship fund, and an organization’s annual budget. See mission & focus areas ↑
How do I apply for a grant from Rose and Walter Montgomery Foundation?
Submit a written request to Walter S. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Rose and Walter Montgomery Foundation's EIN?
Rose and Walter Montgomery Foundation's EIN (Employer Identification Number) is 57-0986535. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Rose and Walter Montgomery Foundation funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/rose-and-walter-montgomery-foundation-morg_a81188519a73422f94f659e3f162f6b4
BibTeX
@misc{grantable_570986535_2026,
author = {{Grantable}},
title = {{Rose and Walter Montgomery Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/rose-and-walter-montgomery-foundation-morg_a81188519a73422f94f659e3f162f6b4},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Rose and Walter Montgomery Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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