Edgar T Cato Foundation Inc

Private foundation · Grantmaker Aiken, SC EIN: 65-0450989

Edgar T Cato Foundation Inc is a private foundation, based in Aiken, SC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.5M in total assets. In 2025, it awarded 3 grants totaling $170K. Net investment income was $253K.

Key facts about Edgar T Cato Foundation Inc

In short: Edgar T Cato Foundation Inc gave $170K across 3 grants in 2025 (avg $57K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
65-0450989
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$170,000
Grants made (2025)
3
Average grant
$56,667
Median grant
$50,000
Total assets
$3,500,979
Primary geography
North Carolina (59% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.5M

+2.5% YoY

Annual Giving

$170K

+6.3% YoY

Grant Count

3

-40.0% YoY

Avg Grant Size

$57K

+77.1% YoY

Under IRS private-foundation payout rules, Edgar T Cato Foundation Inc reported a distributable amount of $213K for 2025 — the minimum it must pay out in qualifying distributions.

How Edgar T Cato Foundation Inc gives

  • Giving grew 55% from 2022 to 2025. Method
  • In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

MarshallAikenHot SpringsDanielsvilleHickoryHilton HeadNewportSanta BarbaraWatkinsville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K2 grants2020 5 grants2021 2 grants2022 1 grant2023 5 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $100K (2023) to $200K (2021). In 2025 it made 3 grants totaling $170K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Tribal Trust Foundation: $70KTribal Trust Foundation$70KRebuild Hot Springs Area: $50KRebuild Hot Springs Area$50KBeyond Animal Sheltering: $50KBeyond Animal Sheltering$50K

The largest 2025 recipient was Tribal Trust Foundation ($70K). Together the top 3 received $170K.

Grant Size Distribution

16 grants across all recorded years

7<$50K6$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 16 (44%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Tribal Trust Foundation Santa Barbara, CASupport organization's mission to uplift traditional indigenous knowledge systems and make them accessible across generations and geographies through education, grantmaking, storytelling, and community engagement.$70,000
Rebuild Hot Springs Area Hot Springs, NCSupport the organization's mission to assist residents, workers, and businesses of hot springs, nc rebuild following the devestation left by hurricane helene.$50,000
Beyond Animal Sheltering Marshall, NCSupport the organization's mission to enhance and strengthen the efforts of Madison county animal services with initiatives that advance animal welfare and support the professionals who serve them.$50,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,500,979$3,415,663$3,412,538
Revenue$363,715$246,111$266,350
Expenses$281,207$244,235$206,227
Qualifying Distributions$170,000$160,000$100,000
Net Investment Income$252,508$164,369$161,224
Distributable Amount$213,273$204,538$206,845

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Edgar T Cato Foundation Inc's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Christina Hepner

    Director

    On filings since 2020

    2 hrs/week

    $10K (2020) → $20K (2025)

  • Christine Anne Cato

    Director

    On filings since 2020

    2 hrs/week

    $5K (2022) → $20K (2025)

  • Edgar T. Cato III

    Director

    On filings since 2020

    2 hrs/week

    $5K (2022) → $20K (2025)

Former officers (2)
  • Former: Lindy Duckett (2020–2022) — Director
  • Former: Steve Christenberry (2020–2022) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Christine Anne Cato — Director: $20KChristine Anne CatoDirector$20KEdgar T Cato III — Director: $20KEdgar T Cato IIIDirector$20KChristina Hepner — Director: $20KChristina HepnerDirector$20K

The highest reported compensation on the 2025 filing was $20K, to Christine Anne Cato (Director). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Edgar T Cato Foundation Inc

How much does Edgar T Cato Foundation Inc give each year?

Edgar T Cato Foundation Inc gave $170K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $160K across 5 grants.

What is Edgar T Cato Foundation Inc's typical grant size?

Edgar T Cato Foundation Inc's median grant in 2025 was $50,000, and its average grant was $56,667, across 3 grants on its 2025 IRS Form 990-PF.

Where does Edgar T Cato Foundation Inc give grants?

Edgar T Cato Foundation Inc gives mostly in North Carolina: 59% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (41%).

Does Edgar T Cato Foundation Inc give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Edgar T Cato Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.

How large is Edgar T Cato Foundation Inc?

Edgar T Cato Foundation Inc reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $170K in qualifying distributions that year, against a required minimum of $213K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Edgar T Cato Foundation Inc's EIN?

Edgar T Cato Foundation Inc's EIN (Employer Identification Number) is 65-0450989. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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