Private Foundation

BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION

BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION is a Private Foundation headquartered in SPARTANBURG, SC. Financial data from the 2024 filing: $989K revenue, $228K expenses, $1.1M total assets. IRS filings disclose 60 grants awarded by this foundation, totaling roughly $101K.

EIN: 266131275 SPARTANBURG, SC Latest filing: 2024

Total Revenue$989K

Total Expenses$228K

Total Assets$1.1M

Grants Given60

Grant Total$101K

Filing Years2019–2024

Sample Grants Given

SPARTANBURG COUNTY FOUNDATION

SPARTANBURG, SC · 2024

GENERAL OPERATING SUPPORT

$14,000

OAKWOOD CEMETARY

SPARTANBURG, SC · 2024

GENERAL OPERATING SUPPORT

$3,000

GARDEN CONSERVANCY

GARRISON, NY · 2024

GENERAL OPERATING SUPPORT

$2,500

SPARTANBURG DAY SCHOOL

SPARTANBURG, SC · 2024

GENERAL OPERATING SUPPORT

$2,000

HATCHER GARDEN

SPARTANBURG, SC · 2024

TWILIGHT IN THE GARDEN

$1,000

Showing up to 5 of 60 total records — full history available with membership.

Officers & Directors

TRUSTEE Betty J Montgomery

TRUSTEE Lillian M Lilly

TRUSTEE Walter S Montgomery Jr

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING SUPPORT

$49,300 25 grants

SUPPORT CONSERVATION EFFORTS

$25,495 14 grants

SUPPORT HORTICULTURAL SCHOOL

$12,500 3 grants

ROSE GARDEN SUPPORT

$3,400 1 grant

GARDEN CONSERVATION

$2,803 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$989K	$228K	$1.1M
2023	$253K	$239K	$550K
2022	$223K	$193K	$491K
2020	$248K	$301K	$280K
2019	$176K	$373K	$309K

Between 2019 and 2024, reported annual revenue grew from $176K to $989K (+462%), with total assets most recently reported at $1.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in GA, NC, NY, SC, VA.

GANCNYSCVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION

Complete financials, all 60 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports