Rose & Walter Montgomery Foundation
EIN 57-0986535 · files IRS 990-PF
Where it gives
By cause and by place, from its own returns.
By cause
The cause each recipient registered with the IRS
Mostly grants abroad and recipients without a US registration. Shown, never hidden.
By place
Dollars received, by the recipient's state
half the top state or more10–50%2–10%under 2%
Grants abroad and place not on file: 51 grants · $887.5k
Who it funds most
11 of its 17 grantees were funded in more than one year.
Rose & Walter Montgomery Foundation's own IRS 990-PF returns, as filed, in USD
Who funds the same organisations
Counted over its 17 largest grantees, leaving out fiscal sponsors and donor-advised funds, which share an address rather than a cause. A fact, not a partnership.
Its board and officers
From its latest return.
Form 990PF Part VIII, tax year 2023, filing 202403259349100405
Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.
Its money
What it gave, held and paid, by year.
Giving by year
A year with no bar has no grants on file yet: its returns may not be loaded. It is not a year without giving.
Its returns6 filings
| Tax year | Form | Filing | Where to read it |
|---|---|---|---|
| 2024 | IRS 990-PF | 202533219349105178 | IRS batch file |
| 2023 | IRS 990-PF | 202403259349100405 | IRS batch file |
| 2022 | IRS 990-PF | 202323249349100212 | IRS batch file |
| 2021 | IRS 990-PF | 202223199349104852 | IRS batch file |
| 2020 | IRS 990-PF | 202103199349104490 | IRS batch file |
| 2018 | IRS 990-PF | 201923189349101277 | IRS batch file |
An IRS batch file holds many returns; the filing number finds this one inside it.
The record as filedEvery table this page has always shown, in full.open
Rose & Walter Montgomery Foundation made 94 grants across 2018–2024, totalling $1.9m as filed.
- Grants
- 94
- Total, as filed
- $1.9m
- Years
- 2018–2024
- Filed in
- USD
Who it funds
| Organisation | Grants | Total |
|---|---|---|
| SPARTANBURG DAY SCHOOL | 4 | $350.0k |
| SPARTANBURG COUNTY FOUNDATION | 5 | $325.0k |
| EPISCOPAL CHURCH OF THE ADVENT | 6 | $280.0k |
| CHRIST SCHOOL | 2 | $267.0k |
| WOFFORD COLLEGE | 6 | $165.0k |
| SPARTANBURG REGIONAL FOUNDATION | 2 | $155.0k |
| UNITED WAY OF THE PIEDMONT | 5 | $135.0k |
| CONVERSE COLLEGE | 5 | $54.2k |
| CHAPMAN CULTURAL CENTER | 2 | $33.0k |
| LAKE SUMMIT FOUNDATION | 2 | $25.0k |
| LAW ENFORCEMENT FOUNDATION | 1 | $25.0k |
| USC UPSTATE FOUNDATION | 4 | $20.0k |
| ST JOHN IN THE WILDERNESS | 3 | $15.0k |
| CANCER ASSOCIATION OF SPARTANBURG | 2 | $12.5k |
| ST LUKE'S FREE MED CLINIC | 3 | $10.5k |
By year
| Year | Grants | Total |
|---|---|---|
| 2018 | 20 | $417.5k |
| 2020 | 15 | $371.8k |
| 2021 | 18 | $313.4k |
| 2022 | 19 | $315.4k |
| 2023 | 16 | $275.8k |
| 2024 | 6 | $250.0k |
Where this came from
Identifier US-EIN-570986535. Register: Internal Revenue Service (US). Machine-readable: JSON.
What this page does not know
- Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
- What they say they exist to do
- What each grant was for
- What they fund, by theme
- Balance sheet and financials
- Who runs it
- Whether they accept proposals
- Their own record on the register
- No website on file
- Leadership not yet identified