Grants paid by Rose and Walter Montgomery Foundation
EIN 57-0986535 · Spartanburg, SC · Form 990-PF, Part XV
Rose and Walter Montgomery Foundation of Spartanburg, SC (EIN 57-0986535) reported 56 grants paid totaling $1,212,900 to 34 recipients in tax years 2020–2024, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$1,212,900
56 grants
Recipients
34
distinct organizations
Tax years
2020–2024
4 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2020 | 15 | $371,750 | — |
| 2022 | 19 | $315,400 | — |
| 2023 | 16 | $275,750 | — |
| 2024 | 6 | $250,000 | — |
Top recipients
The 34 recipients receiving the most from Rose and Walter Montgomery Foundation, by grants paid, out of 34 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Spartanburg County Foundation 57-0351398 | B | Spartanburg, SC | 4 | $275,000 | 2024 |
| Spartanburg Day School 57-0371816 | B | Spartanburg, SC | 3 | $250,000 | 2024 |
| Episcopal Church of the Advent | U | Spartanburg, SC | 4 | $175,000 | 2024 |
| Christ School 56-0615187 | B | Arden, NC | 1 | $134,000 | 2020 |
| Wofford College | U | Spartanburg, SC | 4 | $105,000 | 2024 |
| United Way of the Piedmont 57-0314377 | B | Spartanburg, SC | 3 | $75,000 | 2023 |
| Spartanburg Regional Foundation | U | Spartanburg, SC | 1 | $55,000 | 2020 |
| Chapman Cultural Center 57-0986224 | B | Spartanburg, SC | 2 | $33,000 | 2024 |
| Converse College | U | Spartanburg, SC | 3 | $27,250 | 2023 |
| Lake Summit Foundation 58-1727959 | B | Hendersonville, NC | 1 | $12,500 | 2022 |
| Usc Upstate Foundation | U | Spartanburg, SC | 2 | $10,000 | 2022 |
| Cancer Association of Spartanburg | U | Spartanburg, SC | 1 | $7,500 | 2023 |
| St John in the Wilderness | U | Flat Rock, NC | 2 | $6,000 | 2022 |
| St Luke's Free Med Clinic | U | Spartanburg, SC | 2 | $5,500 | 2023 |
| Boys Scouts of America | U | Irving, TX | 1 | $5,000 | 2023 |
| The Noble Tree Foundation 57-1091856 | C | Spartanburg, SC | 1 | $5,000 | 2024 |
| Episcopal Church of St John | U | Flat Rock, NC | 1 | $5,000 | 2022 |
| Hillsdale College | U | Hillsdale, MI | 1 | $5,000 | 2020 |
| Fairforest Southern | U | Spartanburg, SC | 1 | $3,000 | 2023 |
| Leadership Institute 51-0235174 | B | Arlington, VA | 1 | $3,000 | 2022 |
| South Carolina Policy Council | U | Columbia, SC | 1 | $2,500 | 2022 |
| Group of 100 58-2480621 | C | Spartanburg, SC | 2 | $2,000 | 2022 |
| Healthy Smiles | U | Spartanburg, SC | 2 | $2,000 | 2022 |
| Upstate Warrior Solution 46-1699670 | B | Greenville, SC | 2 | $2,000 | 2022 |
| Hand and Hand Ministry | U | Spartanburg, SC | 1 | $1,000 | 2023 |
| Bailey Foundation 57-6018387 | B | Clinton, SC | 1 | $1,000 | 2020 |
| Wounded Warrior Project Inc 20-2370934 | B | Jacksonville, FL | 1 | $1,000 | 2023 |
| Cato Institute 23-7432162 | C | Washington, DC | 1 | $1,000 | 2022 |
| Ace Scholarships | U | Greenwood Village, CO | 1 | $1,000 | 2020 |
| Hejaz Shriners Circus 57-0864212 | D | Easley, SC | 1 | $650 | 2022 |
| Spartanburg Community College Foundation Inc 57-0751500 | C | Spartanburg, SC | 1 | $500 | 2023 |
| Pardee Hospital Foundation | U | Hendersonville, NC | 1 | $500 | 2022 |
| Spartanburg Philharmonic 57-0485556 | B | Spartanburg, SC | 1 | $500 | 2023 |
| Piedmont Physic Garden 46-5017871 | B | Union, SC | 1 | $500 | 2023 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 56 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2024 | Spartanburg County Foundation Spartanburg, SC | B | $137,500 | paid | CHAPMAN CENTER FOR PHILANTHROPY | 202533219349105178 |
| 2024 | Spartanburg Day School Spartanburg, SC | B | $50,000 | paid | GENERAL OPERATING SUPPORT | 202533219349105178 |
| 2024 | Chapman Cultural Center Spartanburg, SC | B | $25,000 | paid | GENERAL OPERATING SUPPORT | 202533219349105178 |
| 2024 | Wofford College Spartanburg, SC | U | $17,500 | paid | B&W JR END SCHOLARSHIP FUND | 202533219349105178 |
| 2024 | Episcopal Church of the Advent Spartanburg, SC | U | $15,000 | paid | ANNUAL BUDGET | 202533219349105178 |
| 2024 | The Noble Tree Foundation Spartanburg, SC | C | $5,000 | paid | GENERAL OPERATING SUPPORT | 202533219349105178 |
| 2023 | Spartanburg Day School Spartanburg, SC | B | $100,000 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Episcopal Church of the Advent Spartanburg, SC | U | $55,000 | paid | ANNUAL BUDGET | 202403259349100405 |
| 2023 | Spartanburg County Foundation Spartanburg, SC | B | $37,500 | paid | CHAPMAN CENTER FOR PHILANTHROPY | 202403259349100405 |
| 2023 | Wofford College Spartanburg, SC | U | $30,000 | paid | B&W JR END SCHOLARSHIP FUND | 202403259349100405 |
| 2023 | United Way of the Piedmont Spartanburg, SC | B | $15,000 | paid | ALEXIS DE TOCQUEVILLE SOCIETY | 202403259349100405 |
| 2023 | Converse College Spartanburg, SC | U | $10,750 | paid | ZIMMERLI BUILDING RENOVATION | 202403259349100405 |
| 2023 | Chapman Cultural Center Spartanburg, SC | B | $8,000 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Cancer Association of Spartanburg Spartanburg, SC | U | $7,500 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Boys Scouts of America Irving, TX | U | $5,000 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Fairforest Southern Spartanburg, SC | U | $3,000 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Hand and Hand Ministry Spartanburg, SC | U | $1,000 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Wounded Warrior Project Inc Jacksonville, FL | B | $1,000 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Spartanburg Community College Foundation Inc Spartanburg, SC | C | $500 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Piedmont Physic Garden Union, SC | B | $500 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | Spartanburg Philharmonic Spartanburg, SC | B | $500 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2023 | St Luke's Free Med Clinic Spartanburg, SC | U | $500 | paid | GENERAL OPERATING SUPPORT | 202403259349100405 |
| 2022 | Spartanburg Day School Spartanburg, SC | B | $100,000 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2022 | Episcopal Church of the Advent Spartanburg, SC | U | $55,000 | paid | ANNUAL BUDGET | 202323249349100212 |
| 2022 | Spartanburg County Foundation Spartanburg, SC | B | $50,000 | paid | CHAPMAN CENTER FOR PHILANTHROPY | 202323249349100212 |
| 2022 | Wofford College Spartanburg, SC | U | $30,000 | paid | B&W JR END SCHOLARSHIP FUND | 202323249349100212 |
| 2022 | United Way of the Piedmont Spartanburg, SC | B | $30,000 | paid | ALEXIS DE TOCQUEVILLE SOCIETY | 202323249349100212 |
| 2022 | Lake Summit Foundation Hendersonville, NC | B | $12,500 | paid | LAKE SUMMIT COMMUNITY FOUNDATION | 202323249349100212 |
| 2022 | Converse College Spartanburg, SC | U | $8,250 | paid | ZIMMERLI BUILDING RENOVATION | 202323249349100212 |
| 2022 | St Luke's Free Med Clinic Spartanburg, SC | U | $5,000 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2022 | Episcopal Church of St John Flat Rock, NC | U | $5,000 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2022 | Usc Upstate Foundation Spartanburg, SC | U | $5,000 | paid | EDMUNDS LECTURE SERIES | 202323249349100212 |
| 2022 | St John in the Wilderness Flat Rock, NC | U | $4,000 | paid | ANNUAL BUDGET | 202323249349100212 |
| 2022 | Leadership Institute Arlington, VA | B | $3,000 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2022 | South Carolina Policy Council Columbia, SC | U | $2,500 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2022 | Group of 100 Spartanburg, SC | C | $1,000 | paid | ANNUAL BUDGET | 202323249349100212 |
| 2022 | Cato Institute Washington, DC | C | $1,000 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2022 | Upstate Warrior Solution Greenville, SC | B | $1,000 | paid | ANNUAL BUDGET | 202323249349100212 |
| 2022 | Healthy Smiles Spartanburg, SC | U | $1,000 | paid | LAUGH FOR A CHILD | 202323249349100212 |
| 2022 | Hejaz Shriners Circus Easley, SC | D | $650 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2022 | Pardee Hospital Foundation Hendersonville, NC | U | $500 | paid | GENERAL OPERATING SUPPORT | 202323249349100212 |
| 2020 | Christ School Arden, NC | B | $134,000 | paid | ATHLETIC CENTER | 202103199349104490 |
| 2020 | Spartanburg Regional Foundation Spartanburg, SC | U | $55,000 | paid | GIBBS CANCER CENTER AND HEART GALA | 202103199349104490 |
| 2020 | Spartanburg County Foundation Spartanburg, SC | B | $50,000 | paid | CHAPMAN CENTER FOR PHILANTHROPY | 202103199349104490 |
| 2020 | Episcopal Church of the Advent Spartanburg, SC | U | $50,000 | paid | ANNUAL BUDGET | 202103199349104490 |
| 2020 | United Way of the Piedmont Spartanburg, SC | B | $30,000 | paid | ALEXIS DE TOCQUEVILLE SOCIETY | 202103199349104490 |
| 2020 | Wofford College Spartanburg, SC | U | $27,500 | paid | B&W JR END SCHOLARSHIP FUND | 202103199349104490 |
| 2020 | Converse College Spartanburg, SC | U | $8,250 | paid | ZIMMERLI BUILDING RENOVATION | 202103199349104490 |
| 2020 | Usc Upstate Foundation Spartanburg, SC | U | $5,000 | paid | EDMUNDS LECTURE SERIES | 202103199349104490 |
| 2020 | Hillsdale College Hillsdale, MI | U | $5,000 | paid | ANNUAL BUDGET | 202103199349104490 |
| 2020 | St John in the Wilderness Flat Rock, NC | U | $2,000 | paid | ANNUAL BUDGET | 202103199349104490 |
| 2020 | Healthy Smiles Spartanburg, SC | U | $1,000 | paid | LAUGH FOR A CHILD | 202103199349104490 |
| 2020 | Bailey Foundation Clinton, SC | B | $1,000 | paid | FOR BAILEY MAUSOLEUM | 202103199349104490 |
| 2020 | Upstate Warrior Solution Greenville, SC | B | $1,000 | paid | ANNUAL BUDGET | 202103199349104490 |
| 2020 | Group of 100 Spartanburg, SC | C | $1,000 | paid | ANNUAL BUDGET | 202103199349104490 |
| 2020 | Ace Scholarships Greenwood Village, CO | U | $1,000 | paid | JOHNNY O'S RACE FOR ACE | 202103199349104490 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2024 | 2024-12-31 | not stated | 2024v5.2 | 202533219349105178 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v5.1 | 202403259349100405 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202323249349100212 |
| 990PF | 2020 | 2020-12-31 | not stated | 2020v4.1 | 202103199349104490 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/570986535.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.