Funder DirectoryROSE AND WALTER MONTGOMERY FOUNDATION
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Private foundation (trust)EIN 570986535Est. 1994-06

ROSE AND WALTER MONTGOMERY FOUNDATION

SPARTANBURG, SC 29302

Accepts unsolicited proposals

Total 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 73%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.73%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $500 through median $6K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $372K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

50 grants

SPARTANBURG DAY SCHOOL
$200K
2 grants
EPISCOPAL CHURCH OF THE ADVENT
$160K
3 grants
SPARTANBURG COUNTY FOUNDATION
$138K
3 grants
CHRIST SCHOOL
$134K
1 grant
WOFFORD COLLEGE
$88K
3 grants
UNITED WAY OF THE PIEDMONT
$75K
3 grants
SPARTANBURG REGIONAL FOUNDATION
$55K
1 grant
CONVERSE COLLEGE
$27K
3 grants

Grant Size Distribution

50 grants

<$10K
32
grants
$10–50K
12
grants
$50–250K
6
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

South Carolina
$789K
82% of total
North Carolina
$158K
16% of total
Texas
$5K
1% of total
Michigan
$5K
1% of total
Virginia
$3K
0% of total
Florida
$1K
0% of total
District of Columbia
$1K
0% of total
Colorado
$1K
0% of total

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ROSE AND WALTER MONTGOMERY FOUNDATION — Grants, Financials & Contact | Grantivo