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Nonprofit · EIN 57-0986535

ROSE & WALTER MONTGOMERY FOUNDATION

Tax-exempt · SPARTANBURG, SC 29302

Financials

$35K$370K2023$294K$339K2024
Revenue Expenses · by fiscal year end
Financials of ROSE & WALTER MONTGOMERY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$293,960$339,344-$45,384$7,281,385$446,282$6,835,103
December 31, 2023990-PF$34,648$369,850-$335,202$6,629,224$17,217$6,612,007
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$198,429
Net gain from sales of assets
$89,804
Other income
$5,727

Expenses

Grants and similar amounts paid
$250,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$250,000
Excise tax on investment income
$2,792

Balance sheet and other

Total assets, start of year
$6,629,224
Total assets, end of year
$7,281,385
Total liabilities, end of year
$446,282
Net assets, end of year
$6,835,103
Fair market value of assets
$8,462,248
Qualifying distributions
$250,000
Net investment income
$288,233

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ROSE M JOHNSTON
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
WALTER S MONTGOMERY JR
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
LIZA JOHNSTON
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
MARY JOHNSTON CARLOSS
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
BETTY MONTGOMERY
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
JOHN MONTGOMERY
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
BAILEY J FARRIN
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
SCOTT MONTGOMERY
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ROSE M JOHNSTON
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
WALTER S MONTGOMERY JR
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
LIZA JOHNSTON
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
MARY JOHNSTON CARLOSS
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
BETTY MONTGOMERY
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
JOHN MONTGOMERY
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
BAILEY J FARRIN
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0
SCOTT MONTGOMERY
314 SOUTH PINE STREET, SPARTANBURG, SC 29302
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
314 S PINE ST STE 100, SPARTANBURG, SC 29302-2677
Signed the 990-PF
WALTER S MONTGOMERY JR, TRUSTEE
Phone
(864) 585-9213
Return prepared by
ELLIOTT DAVIS ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
57-0986535
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,281,385
Income (IRS master file)
$925,092

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$293,960$339,344$7,281,385IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$34,648$369,850$6,629,224XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-0986535).

Questions about ROSE & WALTER MONTGOMERY FOUNDATION

What is the EIN of ROSE & WALTER MONTGOMERY FOUNDATION?
The employer identification number (EIN) of ROSE & WALTER MONTGOMERY FOUNDATION is 57-0986535.
Is ROSE & WALTER MONTGOMERY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ROSE & WALTER MONTGOMERY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROSE & WALTER MONTGOMERY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROSE & WALTER MONTGOMERY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROSE & WALTER MONTGOMERY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROSE & WALTER MONTGOMERY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does ROSE & WALTER MONTGOMERY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $293,960, expenses of $339,344 and total assets of $7,281,385 at year end.

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