South Carolina · Private foundation
Rose and Walter Montgomery Foundation
Its FY2024 filing reports that it accepted unsolicited grant applications.
- $276k
- Granted FY2023
- 16
- Grants FY2023
- 15
- Organizations funded FY2023
- 47%
- First-time grantees FY2023
Read this first · the figures below need context
55% of Rose and Walter Montgomery Foundation’s FY2024 grant dollars went to Spartanburg County Foundation, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 3 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Rose and Walter Montgomery Foundation named its own grantees at scale: 9 organizations, $276k. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2023
- $7,500
- Largest grant, FY2023
- $100,000
- Organizations funded a year
- 13 to 23
- FY2018 to FY2023
- States reached, FY2023
- 3
- Total assets, FY2023
- $7.3M
- Applications
- Takes unsolicited applications
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2023, 47% of the organizations Rose and Walter Montgomery Foundation funded were first-time grantees, receiving 8% of its grant dollars.
New vs renewed · share of each year
In FY2023, 92% of grant dollars renewed an existing relationship; $19k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2023 | 15 | $238k | 47% |
| FY2022 | 17 | $262k | 6% |
| FY2021 | 16 | $262k | 38% |
| FY2020 | 13 | $317k | 8% |
| FY2019 | 20 | $367k | 30% |
| FY2018 | 23 | $421k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
Top grantees
Largest recipients by total granted, FY2018 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Christ School Inc | $400,000 | 3 | 1% |
| Spartanburg Day School | $350,000 | 4 | 1% |
| Wofford College | $190,000 | 7 | 0% |
| United Way of the Piedmont Inc | $165,000 | 6 | 0% |
| Converse University | $62,500 | 6 | 0% |
| Chapman Cultural Center Inc | $33,000 | 2 | 1% |
| University of South Carolina Upstate Foundation | $25,000 | 5 | 0% |
| Lake Summit Foundation Inc | $25,000 | 2 | 4% |
| Group of 100 Inc | $5,000 | 5 | 1% |
| South Carolina Policy Council Education Foundation | $5,000 | 2 | 1% |
Show all 23 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Christ School Inc | $400,000 | 3 | 1% |
| Spartanburg Day School | $350,000 | 4 | 1% |
| Wofford College | $190,000 | 7 | 0% |
| United Way of the Piedmont Inc | $165,000 | 6 | 0% |
| Converse University | $62,500 | 6 | 0% |
| Chapman Cultural Center Inc | $33,000 | 2 | 1% |
| University of South Carolina Upstate Foundation | $25,000 | 5 | 0% |
| Lake Summit Foundation Inc | $25,000 | 2 | 4% |
| Group of 100 Inc | $5,000 | 5 | 1% |
| South Carolina Policy Council Education Foundation | $5,000 | 2 | 1% |
| Upstate Warrior Solution Inc | $5,000 | 5 | 0% |
| Cato Institute | $2,000 | 2 | 0% |
| Alliance for Choice in Education | $2,000 | 2 | 0% |
| The Garden Conservancy Inc | $1,500 | 1 | 0% |
| Piedmont Physic Garden | $1,000 | 3 | 0% |
| Friendship Place Inc | $1,000 | 1 | n/a |
| Pardee Memorial Hospital Foundation Inc | $1,000 | 2 | 0% |
| Wounded Warrior Project Inc | $1,000 | 1 | 0% |
| Adult Learning Center | $1,000 | 1 | 0% |
| The Bailey Foundation | $1,000 | 1 | 0% |
| The Independent Institute | $1,000 | 1 | 0% |
| Spartanburg Philharmonic | $500 | 1 | 0% |
| Spartanburg Community College Foundation Inc | $500 | 1 | 0% |
What it could do for these grantees
Plus 22 recipients with no EIN on record ($701k), not named here.
Where it is load-bearing
Each grantee by its size and the share of its budget Rose and Walter Montgomery Foundation supplied at peak.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Spartanburg County Foundation · J M Smith Foundation · Arkwright Foundation · Betty James and Walter S Montgomery Jr Foundation · Betty & James K Stone Foundation · Black & Phillips Foundation Inc · Milliken & Company Charitable Foundation · Anna M Black Charitable Foundation · Gibbs Charitable Foundation · Harry H Gibson Family Foundation · Duke Energy Foundation · Alfred Moore Foundation
How this is measured
Compare Rose and Walter Montgomery Foundation with peer funders
Warm introductions · Powered by PlinthPlus
How do I get to Rose and Walter Montgomery Foundation?
Find your warmest path to Rose and Walter Montgomery Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
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About Rose and Walter Montgomery Foundation
- How much does Rose and Walter Montgomery Foundation give?
- Rose and Walter Montgomery Foundation reported 16 grants totaling $275,750 in its FY2023 IRS filing. It funded between 13 and 23 organizations a year over FY2018 to FY2023.
- What does Rose and Walter Montgomery Foundation fund?
- By grant dollars over FY2018 to FY2024, its largest causes are Education (44%), Philanthropy (23%), Religion (15%).
- Who are Rose and Walter Montgomery Foundation's largest grantees?
- By total granted over FY2018 to FY2024: Christ School Inc ($400k), Spartanburg Day School ($350k), Wofford College ($190k).
- Does Rose and Walter Montgomery Foundation fund new organizations?
- In FY2023, 47% of the organizations it funded were first-time grantees.
- Does Rose and Walter Montgomery Foundation accept unsolicited applications?
- Its most recent filing reports that it accepts unsolicited grant applications.
- Which funders back the same organizations as Rose and Walter Montgomery Foundation?
- Its strongest co-funders, measured against what their size predicts, include Spartanburg County Foundation, J M Smith Foundation, Arkwright Foundation.
- Where is Rose and Walter Montgomery Foundation based?
- Rose and Walter Montgomery Foundation is based in SC.
Play a game based on Rose and Walter Montgomery’s filings →