Cassels Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $31.7M in total assets. In 2024, it awarded 8 grants totaling $1.2M. Net investment income was $3.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$31.7M
+6.3% YoY
Annual Giving
$1.2M
-25.5% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$149K
-16.1% YoY
About Cassels Family Foundation
Based on IRS filings
Cassels Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LEXINGTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $31.7M in total assets. In 2024, it awarded 8 grants totaling $1.2M. Net investment income was $3.1M.
Focus Areas
Ready to take the next step with Cassels Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $31,679,065 | $29,801,441 | $29,622,909 |
| Revenue | $3,271,373 | $1,868,647 | $5,740,926 |
| Expenses | $1,384,543 | $1,734,450 | $1,225,627 |
| Qualifying Distributions | $1,193,500 | $1,601,166 | $1,122,500 |
| Net Investment Income | $3,118,815 | $1,744,235 | $721,551 |
| Distributable Amount | $2,248,015 | $2,071,963 | $1,838,154 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM T CASSELS JR | PRESIDENT | 1 | — |
| KATHERINE CASSELS WOLFE | VICE PRESIDENT | 1 | — |
| WTOBIN CASSELS III | SECRETARY/TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Friends of Callawassie Island Inc
OKATIE, SC
Assets
$566K
Grants
5
Total Given
$38K
Lenhardt Foundation
CHARLESTON, SC
Assets
$616K
Grants
5
Total Given
$67K
One Two a Few Dance
LANDRUM, SC
Assets
—
Grants
0
Total Given
—
Mcfadden Foundation Inc
CHARLESTON, SC
Assets
$2K
Grants
1
Total Given
$436
World Wide Harvest Ministriesinc
GREENVILLE, SC
Assets
$3K
Grants
5
Total Given
$7K
Nwtf Foundation
EDGEFIELD, SC
Assets
$551K
Grants
1
Total Given
$50K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Cassels Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities