Private foundation (trust)EIN 570986535Est. 1994-06
ROSE AND WALTER MONTGOMERY FOUNDATION
SPARTANBURG, SC 29302
Accepts unsolicited proposalsTotal Assets
$8.0M
FY 2023
Annual Giving
$276K
FY 2023
Grants Made
16
FY 2023
Avg Grant
$17K
FY 2023
Grant Range
$500–$100K
Typical
Deadlines
Open / rolling
Applications
Financial Snapshot
2023 filing
Total Revenue
$35K
Total Expenses
$370K
Qualifying Distributions
$276K
Distributable Amount
$377K
Min. Investment Return
$378K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
16 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
50 grants
Grant Size Distribution
50 grants
Geographic Focus
8 states
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