Civic Intelligence

Rose and Walter Montgomery Foundation

990PF • Fiscal year 2018 • EIN 57-0986535

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

Organization Profile
314 South Pine Street Building 100Spartanburg, SC 29302

(864) 585-9213

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

6th percentile

-78%

Higher net margin than 6% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

5th percentile

-17%

Faster asset growth than 5% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2015 to 2018

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$7,418,287

Down $5,381,821 (-42%) from 2015

Net Assets

$7,418,287

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin6th percentile

Revenue

Down

$274,756

Down $608,744 (-69%) from 2015

Expenses

Down

$488,873

Down $790,430 (-62%) from 2015

Net Income

Up

-$214,117

Up $181,686 (+46%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $13,026,593Liabilities 2011: $02011Assets 2012: $12,989,545Liabilities 2012: $02012Assets 2013: $13,082,893Liabilities 2013: $02013Assets 2014: $13,195,911Liabilities 2014: $02014Assets 2015: $12,800,108Liabilities 2015: $02015Assets 2018: $7,418,287Liabilities 2018: $0Net Assets 2018: $7,418,2872018Assets 2019: $5,824,366Liabilities 2019: $0Net Assets 2019: $5,824,3662019Assets 2020: $5,371,643Liabilities 2020: $0Net Assets 2020: $5,371,6432020Assets 2021: $5,801,231Liabilities 2021: $2,439Net Assets 2021: $5,798,7922021Assets 2022: $5,680,313Liabilities 2022: $2,166Net Assets 2022: $5,678,1472022Assets 2023: $6,629,224Liabilities 2023: $17,217Net Assets 2023: $6,612,0072023Assets 2024: $7,281,385Liabilities 2024: $446,282Net Assets 2024: $6,835,1032024

Highlighted filing

2018

Assets$7,418,287
Liabilities$0
Net Assets$7,418,287
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $886,905Expenses 2011: $1,201,446Net Income 2011: -$314,5412011Revenue 2012: $1,100,220Expenses 2012: $1,137,268Net Income 2012: -$37,0482012Revenue 2013: $1,228,723Expenses 2013: $1,135,375Net Income 2013: $93,3482013Revenue 2014: $1,280,381Expenses 2014: $1,167,363Net Income 2014: $113,0182014Revenue 2015: $883,500Expenses 2015: $1,279,303Net Income 2015: -$395,8032015Revenue 2018: $274,756Expenses 2018: $488,873Net Income 2018: -$214,1172018Revenue 2019: $469,177Expenses 2019: $840,750Net Income 2019: -$371,5732019Revenue 2020: $328,060Expenses 2020: $466,981Net Income 2020: -$138,9212020Revenue 2021: $620,834Expenses 2021: $375,328Net Income 2021: $245,5062021Revenue 2022: $239,438Expenses 2022: $440,621Net Income 2022: -$201,1832022Revenue 2023: $34,648Expenses 2023: $369,850Net Income 2023: -$335,2022023Revenue 2024: $293,960Expenses 2024: $339,344Net Income 2024: -$45,3842024

Highlighted filing

2018

Revenue$274,756
Expenses$488,873
Net Income-$214,117
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE M JOHNSTONTrustee-$0--
WALTER S MONTGOMERY JRTrustee-$0--
LIZA JOHNSTONTrustee-$0--
MARY JOHNSTON CARLOSSTrustee-$0--
BETTY MONTGOMERYTrustee-$0--
JOHN MONTGOMERYTruustee-$0--
BAILEY J FARRINTrustee-$0--
SCOTT MONTGOMERYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRIST SCHOOLATHLETIC CENTERN/AARDEN, NC, US$133,000
Paid GrantSPARTANBURG REGIONAL FOUNDATIONMEDICALN/ASPARTANBURG, SC, US$100,000
Paid GrantEPISCOPAL CHURCH OF THE ADVENTSUPPORT RELIGIOUS ACTIVITIESN/ASPARTANBURG, SC, US$50,000
Paid GrantUNITED WAY OF THE PIEDMONTCOMMUNITY SUPPORTN/ASPARTANBURG, SC, US$30,000
Paid GrantWOFFORD COLLEGESUPPORT OF EDUCATIONN/ASPARTANBURG, SC, US$30,000
Paid GrantLAW ENFORCEMENT FOUNDATIONCOMMUNITY SUPPORTN/AAPPLETON, WI, US$25,000
Paid GrantCONVERSE COLLEGESUPPORT OF EDUCATIONN/ASPARTANBURG, SC, US$18,750
Paid GrantYMCACOMMUNITY SUPPORTN/ASPARTANBURG, SC, US$10,000
Paid GrantCANCER ASSOCIATION OF SPARTANBURGMEDICALN/ASPARTANBURG, SC, US$5,000
Paid GrantUSC UPSTATE FOUNDATIONEDUCATIONN/ASPARTANBURG, SC, US$5,000
Paid GrantSC POLICY COUNCILEDUCATIONN/ACOLUMBIA, SC, US$2,500
Paid GrantTHE GARDEN CONSERVANCYEDUCATIONN/AGARRISON, NY, US$1,500
Paid GrantACE SCHOLARSHIPSEDUCATIONN/AGREENWOOD VILLAGE, CO, US$1,000
Paid GrantGIRL SCOUTS OF SCCOMMUNITY SUPPORTN/ASPARTANBURG, SC, US$1,000
Paid GrantHATCHER GARDENCONSERVATIONN/ASPARTANBURG, SC, US$1,000
Paid GrantHEALTHY SMILESMEDICALN/ASPARTANBURG, SC, US$1,000
Paid GrantINDEPENDENT INSTITUTEEDUCATIONN/AOAKLAND, CA, US$1,000
Paid GrantPETRIE SCHOOL OF MUSICARTS/CULTURALN/ASPARTANBURG, SC, US$1,000
Paid GrantTHE BOAT COMPANY EXPLORATIONSEDUCATIONN/APOULSBO, WA, US$1,000
Paid GrantTHE GROUP OF 100 INCCOMMUNITY SUPPORTN/ASPARTANBURG, SC, US$1,000
Paid GrantUPSTATE WARRIOR SOLUTIONCOMMUNITY SUPPORTN/ASPARTANBURG, SC, US$1,000
Paid GrantSPARTANBURG COUNTY SHERIFF'S CALENDARCOMMUNITY SUPPORTN/ASPARTANBURG, SC, US$500
Paid GrantPIEDMONT PHYSIC GARDENCONSERVATIONN/AUNION, SC, US$250
Filing and Contact Details

Filer

Filer Name
Rose and Walter Montgomery Foundation
EIN
57-0986535
Phone
8645859213
Address
314 SOUTH PINE STREET BUILDING 100, SPARTANBURG, SC 29302

Signing Officer

Name
Walter S Montgomery Jr
Title
Chairman
Phone
8645859213
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Mcabee Schwartz Halliday & Co
Address
824 EAST MAIN STREET, SPARTANBURG, SC 29302
Preparer
Bruce W Schwartz
Phone
8645830886
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LAZARD LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GOLDMAN SACHS 202-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GOLDMAN SACHS 202-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GOLDMAN SACHS 635-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GOLDMAN SACHS 635-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GOLDMAN SACHS 635-9
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BAYER AG-SPONSORED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GOLDMAN SACHS 394-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GOLDMAN SACHS 394-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GOLDMAN SACHS 395-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GOLDMAN SACHS 395-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GOLDMAN SACHS 458-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GOLDMAN SACHS 458-5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PETRUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0145352
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-214117
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016215
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07434502
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07648619
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07418287
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0372027
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0372027
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0372027
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0374091
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02064
IRS990PF/DistributableAmountGrp/TotalTaxAmt02064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06219
IRS990PF/FMVAssetsEOYAmt06836554
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07648619
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07632404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05763823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06301889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05815526
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0477342
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0989636
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0894266
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt09237
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-214117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01416691
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0126762
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0126762
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07657856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07418287
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06836554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09237
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07657856
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07418287
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07648619
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07418287
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07595754
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0507726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06388576
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0113936
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0699452
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0374091
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07481818
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07595754
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROSE M JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WALTER S MONTGOMERY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LIZA JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARY JOHNSTON CARLOSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BETTY MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOHN MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BAILEY J FARRIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SCOTT MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7314 SOUTH PINE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7SPARTANBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd229302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd329302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd429302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd529302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd629302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd729302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0371308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0373372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0789334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0761789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0784887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0729783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0700284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07481818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013766439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015979271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015673276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015790820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt014951709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0420500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248142
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0418436
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0420500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02064
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0420500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WALTER S MONTGOMERY JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0314 SOUTH PINE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SPARTANBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,418,287
Liabilities
$0
Net assets
$7,418,287
Revenue
$274,756
Expenses
$488,873
Net income
-$214,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.28$0.45$6.84$0.29$0.34$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.63$0.02$6.61$0.03$0.37$0.34
2022Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.24$0.44$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.62$0.38$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.33$0.47$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.47$0.84$0.37
2018Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.27$0.49$0.21
2015Summary only. Only limited summary data is available for this year.$12.8$0.00$0.88$1.28$0.40
2014Summary only. Only limited summary data is available for this year.$13.2$0.00$1.28$1.17$0.11
2013Summary only. Only limited summary data is available for this year.$13.1$0.00$1.23$1.14$0.09
2012Summary only. Only limited summary data is available for this year.$13.0$0.00$1.10$1.14$0.04
2011Summary only. Only limited summary data is available for this year.$13.0$0.00$0.89$1.20$0.31