Rose and Walter Montgomery Foundation
Accepts applications
Rose and Walter Montgomery Foundation is a private foundation in Spartanburg, South Carolina. In tax year 2024 it gave $250,000 in 6 grants; the typical grant was $21,250 and the largest $137,500. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$250,000
- Number of grants6
- Typical grant$21,250
- Largest grant$137,500
- Assets$8.5 million
- New grantees17%
Giving in 2024 was down from $275,750 the year before.
17% of its 2024 grantees had not received a grant from it the year before, a mix of repeat and new grantees.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $275,750 | 16 | $8.0 million |
| 2024 | $250,000 | 6 | $8.5 million |
How to apply
| Contact | Walter S Montgomery Jr 314 South Pine Street, Spartanburg, SC 29302 |
|---|---|
| Phone or email | (864) 585-9213 |
| What to submit | Written request. A detailed explanation should be provided that includes the amount, what it is to be used for, a description of the tax exempt purpose. Documentation should also be provided to show that the charitable organization qualifies as a tax exempt organization such as a copy of the exemption letter from the internal revenue service. |
What Rose and Walter Montgomery Foundation funds
Where it gives
All of its grants went to recipients in South Carolina.
| State | Grants | Amount |
|---|---|---|
| South Carolina | 6 | $250,000 |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| Spartanburg County Foundation | Chapman center for philanthropy | $137,500 |
| Spartanburg Day School | General operating support | $50,000 |
| Chapman Cultural Center | General operating support | $25,000 |
| Wofford College | B&w jr end scholarship fund | $17,500 |
| Episcopal Church of the Advent | Annual budget | $15,000 |
| The Noble Tree Foundation | General operating support | $5,000 |
Officers and trustees
- Rose M Johnston
- Walter S Montgomery Jr
- Liza Johnston
- Mary Johnston Carloss
- Betty Montgomery
- John Montgomery
- Bailey J Farrin
- Scott Montgomery
Questions people ask
Does Rose and Walter Montgomery Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications.
How much does Rose and Walter Montgomery Foundation give?
$250,000 in tax year 2024, across 6 grants, with a typical grant of $21,250.
Who runs Rose and Walter Montgomery Foundation?
Its 2024 filing lists Rose M Johnston (Trustee), Walter S Montgomery Jr (Trustee), Liza Johnston (Trustee) and Mary Johnston Carloss (Trustee) among 8 officers and trustees.
What does Rose and Walter Montgomery Foundation fund?
Based on its grants, mainly education.