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EIN 57-0986535

Rose and Walter Montgomery Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Spartanburg
State
South Carolina
Year formed
1994
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Rose and Walter Montgomery Foundation primarily funds the annual budget, Zimmerli building renovation, wildlife banquet, Shriners circus, laugh for a child, Henry Giles scholarship, Gibbs cancer center, and fireflies in th. The purpose of the foundation is to make donations to charitable organizations. Grantees of the foundation include Christ School and others. The foundation made 21 grants last year. The nonprofit type of the organization is a private foundation. The Rose and Walter Montgomery Foundation is located in Spartanburg, SC.
Total revenues
$34,648
2023
Total expenses
$369,850
2023
Total assets
$6,629,224
2023
Num. employees
0
2023

Program areas at Rose and Walter Montgomery Foundation

Donations to charitable organizations.

Grants made by Rose and Walter Montgomery Foundation

GranteeGrant descriptionAmount
Spartanburg Day SchoolGeneral Operating Support$100,000
Spartanburg County FoundationChapman Center for Philanthropy$37,500
Wofford CollegeB&W JR End Scholarship Fund$30,000
...and 8 more grants made

Personnel at Rose and Walter Montgomery Foundation

NameTitleCompensation
Walter S MontgomeryTrustee$0

Financials for Rose and Walter Montgomery Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$177,738
Net rental income$0
Net gain from sale of non-inventory assets$-147,391
Gross sales of inventory$0
Miscellaneous revenues$4,301
Total revenues$34,648

Form 990s for Rose and Walter Montgomery Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-20990PFView PDF
2022-122023-11-20990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-14990PFView PDF
...and 8 more Form 990s
Data update history
January 19, 2024
Posted financials
Added Form 990PF for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 1, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 6, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 27, 2021
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
HealthEducationDiseases and disorders
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
314 S Pine St Building 100
Spartanburg, SC 29302
Metro area
Spartanburg, SC
County
Spartanburg County, SC
Phone
(864) 585-9213
IRS details
EIN
57-0986535
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1994
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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