Rose And Walter Montgomery Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Rose And Walter Montgomery Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 57-0986535
Foundation Overview
Based in Spartanburg, SC, Rose And Walter Montgomery Foundation has awarded 129 grants totaling $2,327,600 to organizations in South Carolina, North Carolina and 10 other states across the US. Individual grants range from $250 to $134,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
7 of 16 recipients (44%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
73% of all grants are concentrated in South Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within South Carolina, funding concentrates in Spartanburg (82%), Greenville (5%), Columbia (5%).
Funding Trajectory
Declining funding trend with 34% decrease over 5 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (52%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Rose And Walter Montgomery Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Converse College | $10,750 | Spartanburg, SC, US | Zimmerli Building Renovation | 2023 |
| Episcopal Church Of The Advent | $55,000 | Spartanburg, SC, US | Annual Budget | 2023 |
| Spartanburg County Foundation | $37,500 | Spartanburg, SC, US | Chapman Center For Philanthropy | 2023 |
| Spartanburg Day School | $100,000 | Spartanburg, SC, US | General Operating Support | 2023 |
| St Luke's Free Med Clinic | $500 | Spartanburg, SC, US | General Operating Support | 2023 |
| United Way Of The Piedmont | $15,000 | Spartanburg, SC, US | Alexis De Tocqueville Society | 2023 |
| Wofford College | $30,000 | Spartanburg, SC, US | B&w Jr End Scholarship Fund | 2023 |
| Boys Scouts Of America | $5,000 | Irving, TX, US | General Operating Support | 2023 |
| Cancer Association Of Spartanburg | $7,500 | Spartanburg, SC, US | General Operating Support | 2023 |
| Chapman Cultural Center | $8,000 | Spartanburg, SC, US | General Operating Support | 2023 |
| Fairforest Southern | $3,000 | Spartanburg, SC, US | General Operating Support | 2023 |
| Hand And Hand Ministry | $1,000 | Spartanburg, SC, US | General Operating Support | 2023 |
| Piedmont Physic Garden | $500 | Union, SC, US | General Operating Support | 2023 |
| Spartanburg Community College Foundation Inc | $500 | Spartanburg, SC, US | General Operating Support | 2023 |
| Spartanburg Philharmonic | $500 | Spartanburg, SC, US | General Operating Support | 2023 |
| Wounded Warrior Project Inc | $1,000 | Jacksonville, FL, US | General Operating Support | 2023 |
| Spartanburg Day School | $100,000 | Spartanburg, SC, US | General Operating Support | 2022 |
| Episcopal Church Of The Advent | $55,000 | Spartanburg, SC, US | Annual Budget | 2022 |
| Spartanburg County Foundation | $50,000 | Spartanburg, SC, US | Chapman Center For Philanthropy | 2022 |
| United Way Of The Piedmont | $30,000 | Spartanburg, SC, US | Alexis De Tocqueville Society | 2022 |
| Wofford College | $30,000 | Spartanburg, SC, US | B&w Jr End Scholarship Fund | 2022 |
| Lake Summit Foundation | $12,500 | Hendersonville, NC, US | Lake Summit Community Foundation | 2022 |
| Converse College | $8,250 | Spartanburg, SC, US | Zimmerli Building Renovation | 2022 |
| Episcopal Church Of St John | $5,000 | Flat Rock, NC, US | General Operating Support | 2022 |
| Usc Upstate Foundation | $5,000 | Spartanburg, SC, US | Edmunds Lecture Series | 2022 |
| St John In The Wilderness | $4,000 | Flat Rock, NC, US | Annual Budget | 2022 |
| Leadership Institute | $3,000 | Arlington, VA, US | General Operating Support | 2022 |
| South Carolina Policy Council | $2,500 | Columbia, SC, US | General Operating Support | 2022 |
| Group Of 100 | $1,000 | Spartanburg, SC, US | Annual Budget | 2022 |
| Cato Institute | $1,000 | Washington, DC, US | General Operating Support | 2022 |
| Healthy Smiles | $1,000 | Spartanburg, SC, US | Laugh For A Child | 2022 |
| Upstate Warrior Solution | $1,000 | Greenville, SC, US | Annual Budget | 2022 |
| Hejaz Shriners Circus | $650 | Easley, SC, US | General Operating Support | 2022 |
| Pardee Hospital Foundation | $500 | Hendersonville, NC, US | General Operating Support | 2022 |
| St Luke's Free Med Clinic | $5,000 | Spartanburg, SC, US | General Operating Support | 2022 |
| Spartanburg Day School | $100,000 | Spartanburg, SC, US | General Operating Support | 2022 |
| Episcopal Church Of The Advent | $55,000 | Spartanburg, SC, US | Annual Budget | 2022 |
| Spartanburg County Foundation | $50,000 | Spartanburg, SC, US | Chapman Center For Philanthropy | 2022 |
| United Way Of The Piedmont | $30,000 | Spartanburg, SC, US | Alexis De Tocqueville Society | 2022 |
| Wofford College | $30,000 | Spartanburg, SC, US | B&w Jr End Scholarship Fund | 2022 |
| Lake Summit Foundation | $12,500 | Hendersonville, NC, US | Lake Summit Community Foundation | 2022 |
| Converse College | $8,250 | Spartanburg, SC, US | Zimmerli Building Renovation | 2022 |
| Episcopal Church Of St John | $5,000 | Flat Rock, NC, US | General Operating Support | 2022 |
| Usc Upstate Foundation | $5,000 | Spartanburg, SC, US | Edmunds Lecture Series | 2022 |
| St John In The Wilderness | $4,000 | Flat Rock, NC, US | Annual Budget | 2022 |
| Leadership Institute | $3,000 | Arlington, VA, US | General Operating Support | 2022 |
| South Carolina Policy Council | $2,500 | Columbia, SC, US | General Operating Support | 2022 |
| Group Of 100 | $1,000 | Spartanburg, SC, US | Annual Budget | 2022 |
| Cato Institute | $1,000 | Washington, DC, US | General Operating Support | 2022 |
| Healthy Smiles | $1,000 | Spartanburg, SC, US | Laugh For A Child | 2022 |
| Upstate Warrior Solution | $1,000 | Greenville, SC, US | Annual Budget | 2022 |
| Hejaz Shriners Circus | $650 | Easley, SC, US | General Operating Support | 2022 |
| Pardee Hospital Foundation | $500 | Hendersonville, NC, US | General Operating Support | 2022 |
| St Luke's Free Med Clinic | $5,000 | Spartanburg, SC, US | General Operating Support | 2022 |
| Spartanburg Day School | $100,000 | Spartanburg, SC, US | General Operating Support | 2022 |
| Episcopal Church Of The Advent | $55,000 | Spartanburg, SC, US | Annual Budget | 2022 |
| Spartanburg County Foundation | $50,000 | Spartanburg, SC, US | Chapman Center For Philanthropy | 2022 |
| United Way Of The Piedmont | $30,000 | Spartanburg, SC, US | Alexis De Tocqueville Society | 2022 |
| Wofford College | $30,000 | Spartanburg, SC, US | B&w Jr End Scholarship Fund | 2022 |
| Lake Summit Foundation | $12,500 | Hendersonville, NC, US | Lake Summit Community Foundation | 2022 |
| Converse College | $8,250 | Spartanburg, SC, US | Zimmerli Building Renovation | 2022 |
| Episcopal Church Of St John | $5,000 | Flat Rock, NC, US | General Operating Support | 2022 |
| Usc Upstate Foundation | $5,000 | Spartanburg, SC, US | Edmunds Lecture Series | 2022 |
| St John In The Wilderness | $4,000 | Flat Rock, NC, US | Annual Budget | 2022 |
| Leadership Institute | $3,000 | Arlington, VA, US | General Operating Support | 2022 |
| South Carolina Policy Council | $2,500 | Columbia, SC, US | General Operating Support | 2022 |
| Group Of 100 | $1,000 | Spartanburg, SC, US | Annual Budget | 2022 |
| Cato Institute | $1,000 | Washington, DC, US | General Operating Support | 2022 |
| Healthy Smiles | $1,000 | Spartanburg, SC, US | Laugh For A Child | 2022 |
| Upstate Warrior Solution | $1,000 | Greenville, SC, US | Annual Budget | 2022 |
| Hejaz Shriners Circus | $650 | Easley, SC, US | General Operating Support | 2022 |
| Pardee Hospital Foundation | $500 | Hendersonville, NC, US | General Operating Support | 2022 |
| St Luke's Free Med Clinic | $5,000 | Spartanburg, SC, US | General Operating Support | 2022 |
| Converse College | $8,250 | Spartanburg, SC, US | Zimmerli Building Renovation | 2021 |
| Episcopal Church Of The Advent | $55,000 | Spartanburg, SC, US | Annual Budget | 2021 |
| Group Of 100 | $1,000 | Spartanburg, SC, US | Annual Budget | 2021 |
| Healthy Smiles | $1,000 | Spartanburg, SC, US | Laugh For A Child | 2021 |
| Spartanburg County Foundation | $50,000 | Spartanburg, SC, US | Chapman Center For Philanthropy | 2021 |
| St John In The Wilderness | $9,000 | Flat Rock, NC, US | Annual Budget | 2021 |
| United Way Of The Piedmont | $30,000 | Spartanburg, SC, US | Alexis De Tocqueville Society | 2021 |
| Upstate Warrior Solution | $1,000 | Greenville, SC, US | Annual Budget | 2021 |
| Usc Upstate Foundation | $5,000 | Spartanburg, SC, US | Edmunds Lecture Series | 2021 |
| Wofford College | $30,000 | Spartanburg, SC, US | B&w Jr End Scholarship Fund | 2021 |
| Cato Institute | $1,000 | Washington, DC, US | General Operating Support | 2021 |
| Hejaz Shriners Circus | $650 | Easley, SC, US | General Operating Support | 2021 |
| Lake Summit Foundation | $12,500 | Hendersonville, NC, US | Lake Summit Community Foundation | 2021 |
| Leadership Institute | $1,000 | Arlington, VA, US | General Operating Support | 2021 |
| Pardee Hospital Foundation | $500 | Hendersonville, NC, US | General Operating Support | 2021 |
| South Carolina Policy Council | $2,500 | Columbia, SC, US | General Operating Support | 2021 |
| Spartanburg Day School | $100,000 | Spartanburg, SC, US | General Operating Support | 2021 |
| St Luke's Free Med Clinic | $5,000 | Spartanburg, SC, US | General Operating Support | 2021 |
| Christ School | $134,000 | Arden, NC, US | Athletic Center | 2020 |
| Converse College | $8,250 | Spartanburg, SC, US | Zimmerli Building Renovation | 2020 |
| Episcopal Church Of The Advent | $50,000 | Spartanburg, SC, US | Annual Budget | 2020 |
| Group Of 100 | $1,000 | Spartanburg, SC, US | Annual Budget | 2020 |
| Healthy Smiles | $1,000 | Spartanburg, SC, US | Laugh For A Child | 2020 |
| Spartanburg County Foundation | $50,000 | Spartanburg, SC, US | Chapman Center For Philanthropy | 2020 |
| Spartanburg Regional Foundation | $55,000 | Spartanburg, SC, US | Gibbs Cancer Center And Heart Gala | 2020 |
| St John In The Wilderness | $2,000 | Flat Rock, NC, US | Annual Budget | 2020 |
| United Way Of The Piedmont | $30,000 | Spartanburg, SC, US | Alexis De Tocqueville Society | 2020 |
| Upstate Warrior Solution | $1,000 | Greenville, SC, US | Annual Budget | 2020 |
| Usc Upstate Foundation | $5,000 | Spartanburg, SC, US | Edmunds Lecture Series | 2020 |
| Wofford College | $27,500 | Spartanburg, SC, US | B&w Jr End Scholarship Fund | 2020 |
| Bailey Foundation | $1,000 | Clinton, SC, US | For Bailey Mausoleum | 2020 |
| Ace Scholarships | $1,000 | Greenwood Village, CO, US | Johnny O's Race For Ace | 2020 |
| Hillsdale College | $5,000 | Hillsdale, MI, US | Annual Budget | 2020 |
| Ace Scholarships | $1,000 | Greenwood Village, CO, US | Education | 2018 |
| Cancer Association Of Spartanburg | $5,000 | Spartanburg, SC, US | Medical | 2018 |
| Christ School | $133,000 | Arden, NC, US | Athletic Center | 2018 |
| Converse College | $18,750 | Spartanburg, SC, US | Support Of Education | 2018 |
| Episcopal Church Of The Advent | $50,000 | Spartanburg, SC, US | Support Religious Activities | 2018 |
| Girl Scouts Of Sc | $1,000 | Spartanburg, SC, US | Community Support | 2018 |
| Hatcher Garden | $1,000 | Spartanburg, SC, US | Conservation | 2018 |
| Healthy Smiles | $1,000 | Spartanburg, SC, US | Medical | 2018 |
| Independent Institute | $1,000 | Oakland, CA, US | Education | 2018 |
| Law Enforcement Foundation | $25,000 | Appleton, WI, US | Community Support | 2018 |
| Petrie School Of Music | $1,000 | Spartanburg, SC, US | Arts/cultural | 2018 |
| Piedmont Physic Garden | $250 | Union, SC, US | Conservation | 2018 |
| Sc Policy Council | $2,500 | Columbia, SC, US | Education | 2018 |
| Spartanburg County Sheriff's Calendar | $500 | Spartanburg, SC, US | Community Support | 2018 |
| Spartanburg Regional Foundation | $100,000 | Spartanburg, SC, US | Medical | 2018 |
| The Boat Company Explorations | $1,000 | Poulsbo, WA, US | Education | 2018 |
| The Garden Conservancy | $1,500 | Garrison, NY, US | Education | 2018 |
| The Group Of 100 Inc | $1,000 | Spartanburg, SC, US | Community Support | 2018 |
| United Way Of The Piedmont | $30,000 | Spartanburg, SC, US | Community Support | 2018 |
| Upstate Warrior Solution | $1,000 | Spartanburg, SC, US | Community Support | 2018 |
| Usc Upstate Foundation | $5,000 | Spartanburg, SC, US | Education | 2018 |
| Wofford College | $30,000 | Spartanburg, SC, US | Support Of Education | 2018 |
| Ymca | $10,000 | Spartanburg, SC, US | Community Support | 2018 |
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Contact Information
Official contact details for Rose And Walter Montgomery Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 57-0986535 |
| Website | N/A |
| Address | 314 SOUTH PINE STREET BUILDING 100 Spartanburg, SC 29302-0000 |
Key People (8)
Board members, trustees, and key staff who oversee Rose And Walter Montgomery Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Rose M Johnston |
|---|---|
| Trustee | Walter S Montgomery Jr |
| Trustee | Liza Johnston |
| Trustee | Mary Johnston Carloss |
| Trustee | Betty Montgomery |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Rose And Walter Montgomery Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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