Private Foundation

ROSE AND WALTER MONTGOMERY FOUNDATION

Based in SPARTANBURG, SC, ROSE AND WALTER MONTGOMERY FOUNDATION operates as a Private Foundation. The organization reported $294K in revenue, $339K in expenses, $7.3M in total assets for fiscal year 2024. Imperigo tracks 100 reported grants from this foundation totaling approximately $2.1M.

EIN: 570986535 SPARTANBURG, SC Latest filing: 2024

Total Revenue$294K

Total Expenses$339K

Total Assets$7.3M

Grants Given100

Grant Total$2.1M

Filing Years2019–2024

Sample Grants Given

SPARTANBURG COUNTY FOUNDATION

SPARTANBURG, SC · 2024

CHAPMAN CENTER FOR PHILANTHROPY

$137,500

SPARTANBURG DAY SCHOOL

SPARTANBURG, SC · 2024

GENERAL OPERATING SUPPORT

$50,000

CHAPMAN CULTURAL CENTER

SPARTANBURG, SC · 2024

GENERAL OPERATING SUPPORT

$25,000

WOFFORD COLLEGE

SPARTANBURG, SC · 2024

B&W JR END SCHOLARSHIP FUND

$17,500

EPISCOPAL CHURCH OF THE ADVENT

SPARTANBURG, SC · 2024

ANNUAL BUDGET

$15,000

Showing up to 5 of 100 total records — full history available with membership.

Officers & Directors

TRUSTEE Bailey J Farrin

TRUSTEE Betty Montgomery

TRUSTEE John Montgomery

TRUSTEE Liza Johnston

TRUSTEE Mary Johnston Carloss

TRUSTEE Rose M Johnston

Officer compensation and complete director data available with membership.

Top Grant Purposes

ATHLETIC CENTER

$400,000 3 grants

GENERAL OPERATING SUPPORT

$325,150 22 grants

CHAPMAN CENTER FOR PHILANTHROPY

$325,000 5 grants

ANNUAL BUDGET

$253,000 20 grants

B&W JR END SCHOLARSHIP FUND

$130,000 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$294K	$339K	$7.3M
2023	$35K	$370K	$6.6M
2022	$239K	$441K	$5.7M
2020	$328K	$467K	$5.4M
2019	$469K	$841K	$5.8M

Between 2019 and 2024, reported annual revenue declined from $469K to $294K (-37%), with total assets most recently reported at $7.3M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, DC, FL, MI, NC, and 4 other states.

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

See the full picture for ROSE AND WALTER MONTGOMERY FOUNDATION

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