· Private foundation
Rose and Walter Montgomery Foundation
Its FY2024 filing reports that it accepted unsolicited grant applications.
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.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.
Where the money goes
Grants by size, and the largest recipients.
By grant size · FY2023
- Under $10k10 grants · $28k
- $10k–50k4 grants · $93k
- $50k–250k2 grants · $155k
| Recipient | Amount |
|---|---|
| SPARTANBURG DAY SCHOOL | $100,000 |
| EPISCOPAL CHURCH OF THE ADVENT | $55,000 |
| SPARTANBURG COUNTY FOUNDATION | $37,500 |
| WOFFORD COLLEGE | $30,000 |
| UNITED WAY OF THE PIEDMONT | $15,000 |
| CONVERSE COLLEGE | $10,750 |
| CHAPMAN CULTURAL CENTER | $8,000 |
| CANCER ASSOCIATION OF SPARTANBURG | $7,500 |
| BOYS SCOUTS OF AMERICA | $5,000 |
| Individual grant recipient | $3,000 |
| HAND AND HAND MINISTRY | $1,000 |
| WOUNDED WARRIOR PROJECT INC | $1,000 |
| SPARTANBURG PHILHARMONIC | $500 |
| PIEDMONT PHYSIC GARDEN | $500 |
| ST LUKE'S FREE MED CLINIC | $500 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Its human-services grants (FY18–23, $6k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.
How this is measured
Which US states its grants reach
How this is measured
Who it funds again
Organizations funded in more than one year, against those funded once.
Grantees it renews have grown median revenue +49% since the first grant, against +10% for those funded once.
25 repeat relationships: 9 still active in FY2023, 16 since wound down; 7 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 96% of grant dollars renewed an existing relationship; $5k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
Backed again, and grew
- CSCHRIST SCHOOL INC3× · 2018–2020 · $400k · revenue +141%
WOFFORD COLLEGE7× · 2018–2024 · $190k · revenue +49%
CONVERSE UNIVERSITY6× · 2018–2023 · $63k · revenue +54%
Funded once
- LELAW ENFORCEMENT FOUNDATIONone grant, 2018 · $25k
- YYMCAone grant, 2018 · $10k
- ECEPISCOPAL CHURCH OF ST JOHNone grant, 2022 · $5k
How this is measured
Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.
Closest unfunded matches
The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.
SMC Delivers an exceptional education that fuses the empowerment of the liberal arts with crucial career skills. Our mission is to equip our students with the knowledge, skills, virtues, and mindset needed to thrive personally, create…
Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.
Columbia college provides educational opportunities that develop students' capacity for critical thought and expression, life-long learning, acceptance of personal responsibilty, and commitment to service and social justice.
Spelman college, a historically black college and global leader in the education of women of african descent, is dedicated to the academic excellence of its students.
Southern wesleyan university is a christ-centered, student-focused learning community devoted to transforming lives by challenging students to be dedicated scholars and servant-leaders who impact the world for christ.
The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.
Columbia college improves lives by providing quality education to both traditional and nontraditional students, helping them achieve their true potential.
Gettysburg college is a residential, undergraduate college of the liberal arts and sciences.
Founded in 1902, barton college is a four-year, private, liberal arts college located in wilson, n.c. the barton experience focuses on academic excellence within a wide range of professional and liberal arts programs leading to…
At sarah lawrence college, our mission is to graduate citizens of the world who are diverse in every definition of the word, who take intellectual and creative risks, and who are able to focus exceptional intellectual discipline (continued…
Greenville college d/b/a greenville university empowers students for lives of character and service through a transforming christ-centered education in the liberal arts, sciences, and professional studies.
Promoting and protecting the free private and competitive enterprise system through research and education.
How this is measured
26 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 26 of the 48 grantees resolved in that span have returns of their own we could reconcile.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.
- Who funds CHRIST SCHOOL INC ↗
- Who funds Spartanburg County Foundation ↗
- Who funds SPARTANBURG DAY SCHOOL ↗
- Who funds WOFFORD COLLEGE ↗
- Who funds UNITED WAY OF THE PIEDMONT INC ↗
- Who funds CONVERSE UNIVERSITY ↗
- Who funds CHAPMAN CULTURAL CENTER INC ↗
- Who funds UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION ↗
- Who funds LAKE SUMMIT FOUNDATION INC ↗
- Who funds GROUP OF 100 INC ↗
- Who funds SOUTH CAROLINA POLICY COUNCIL EDUCATION FOUNDATION ↗
- Who funds HILLSDALE COLLEGE ↗
- Who funds UPSTATE WARRIOR SOLUTION INC ↗
- Who funds Leadership Institute ↗
- Who funds CATO INSTITUTE ↗
- Who funds ALLIANCE FOR CHOICE IN EDUCATION ↗
- Who funds THE GARDEN CONSERVANCY INC ↗
- Who funds PIEDMONT PHYSIC GARDEN ↗
- Who funds FRIENDSHIP PLACE INC ↗
- Who funds PARDEE MEMORIAL HOSPITAL FOUNDATION INC ↗
- Who funds WOUNDED WARRIOR PROJECT INC ↗
- Who funds ADULT LEARNING CENTER ↗
- Who funds THE BAILEY FOUNDATION ↗
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
How much its grantees rely on government
Each dot is one organization Rose and Walter Montgomery Foundation funds: left to right is the share of its income from government, bottom to top the share from Rose and Walter Montgomery Foundation. Bigger dots raise more.
- Wounded Warrior Project Inc: 0% of income from government
How this is measured
Warm introductions · Powered by PlinthPlus
How do I get to Rose and Walter Montgomery Foundation?
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