Rose and Walter Montgomery Foundation
SPARTANBURG, SC EIN: 57-0986535
Financial Overview
From 2024 IRS Form 990-PF
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
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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 | $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 .
Who else does Rose and Walter Montgomery Foundation fund?
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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 |
|---|---|---|---|
| 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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
South Carolina $1.3M (87%)
North Carolina $180K (12%)
Michigan $5K (0%)
Texas $5K (0%)
Virginia $4K (0%)
District of Columbia $2K (0%)
Colorado $1K (0%)
Florida $1K (0%)
Cities
ArdenArlingtonClintonColumbiaEasleyFlat RockGreenvilleGreenwood VillageHendersonvilleHillsdaleIrvingJacksonvilleSpartanburgUnionWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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