Nonprofit · EIN 26-6131275
BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION
Also known as WALTER S MONTGOMERY JR TTEE
Tax-exempt · SPARTANBURG, SC 29302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $989,112 | $228,318 | $760,794 | $1,055,255 | $0 | $1,055,255 |
| December 31, 2023 | 990-PF | $252,880 | $239,087 | $13,793 | $549,889 | $0 | $549,889 |
| December 31, 2022 | 990-PF | $222,968 | $192,715 | $30,253 | $491,284 | $0 | $491,284 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $515,519
- Dividends
- $14,200
- Interest
- $1
- Net rental income
- $67,473
- Net gain from sales of assets
- $194,744
- Other income
- $670
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $28,500
- Excise tax on investment income
- $3,116
Balance sheet and other
- Total assets, start of year
- $549,889
- Total assets, end of year
- $1,055,255
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,055,255
- Fair market value of assets
- $1,153,899
- Qualifying distributions
- $28,500
- Net investment income
- $226,226
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER S MONTGOMERY JR 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
| BETTY J MONTGOMERY 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
| LILLIAN M LILLY 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER S MONTGOMERY JR 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
| BETTY J MONTGOMERY 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
| LILLIAN M LILLY 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER S MONTGOMERY JR 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
| BETTY J MONTGOMERY 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
| LILLIAN M LILLY 314 S PINE STREET BLDG 100, SPARTANBURG, SC 29302 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 314 S PINE ST STE 100, SPARTANBURG, SC 29302-2677
- In care of
- % WALTER S MONTGOMERY JR
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6131275
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $1,055,255
- Income (IRS master file)
- $1,601,936
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $989,112 | $228,318 | $1,055,255 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $252,880 | $239,087 | $549,889 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $222,968 | $192,715 | $491,284 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 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 26-6131275).
Questions about BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION
- What is the EIN of BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION?
- The employer identification number (EIN) of BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION is 26-6131275.
- Is BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETTY JAMES AND WALTER S MONTGOMERY JR 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 BETTY JAMES AND WALTER S MONTGOMERY JR 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 BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $989,112, expenses of $228,318 and total assets of $1,055,255 at year end.
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