Robert a & Kathleen M Wolfe Family

DAVENPORT, IA EIN: 27-2923184

Robert a & Kathleen M Wolfe Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DAVENPORT, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 6 grants totaling $16K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$215K

+4.1% YoY

Annual Giving

$16K

-33.7% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$3K

-33.7% YoY

Under IRS private-foundation payout rules, Robert a & Kathleen M Wolfe Family reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert a & Kathleen M Wolfe Family

Based on IRS filings

Robert a & Kathleen M Wolfe Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DAVENPORT, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 6 grants totaling $16K. Net investment income was $23K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BettendorfDavenportEldridgeGeneseoIowa CityMilanNew HopeRock Island

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$13K$26K$39K$52K2020202220232024
Metric202420232022
Total Assets$215,455$207,047$220,223
Revenue$27,122$13,464$16,801
Expenses$18,714$26,640$36,814
Qualifying Distributions$16,762$24,977$32,934
Net Investment Income$23,122$10,488$15,320
Distributable Amount$14,968$13,604$14,674

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$23K$35K$46K6 grants20206 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

ASSUMPTION HIGH SCHOOL$6KMISSISSIPPI VALLEY FCA$5KQUAD CITY VETERANS OUTRE…$2KRALLY FOR REID FOUNDATION$2KSACRED HEART CATHEDRAL F…$2KNORMALEAH OVARIAN CANCER…$1K

Grant Size Distribution

24 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Assumption High School ($5,750), Mississippi Valley Fca ($5,000), Quad City Veterans Outreach Inc ($1,500).

RecipientPurposeAmount
ASSUMPTION HIGH SCHOOL DAVENPORT, IATUITION ASSISTANCE$5,750
MISSISSIPPI VALLEY FCA ELDRIDGE, IAFUNDRAISER SPONSOR$5,000
NORMALEAH OVARIAN CANCER INITIATIVE ROCK ISLAND, ILTO SUPPORT WOMEN AND FAMILIES IMPACTED BY OVARIAN CANCER$1,000
QUAD CITY VETERANS OUTREACH INC DAVENPORT, IAVETERANS SUPPORT$1,500
RALLY FOR REID FOUNDATION DAVENPORT, IAUNIVERSITY OF IOWA CHILDRENS HOSPITAL$1,500
SACRED HEART CATHEDRAL FOUNDATION DAVENPORT, IACATHEDRAL IMPROVEMENTS$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KATHLEEN M WOLFEPRESIDENT/DIRECTOR1
THOMAS WOLFEVICE PRESIDENT1
SHEILA GERVASETREASURER1
KATHLEEN ARGOSECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Robert a & Kathleen M Wolfe Family?

Robert a & Kathleen M Wolfe Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DAVENPORT, IA. It holds $215K in total assets as of 2024.

How large is Robert a & Kathleen M Wolfe Family?

As of 2024, Robert a & Kathleen M Wolfe Family holds $215K in total assets with $27K in annual revenue. It awarded 6 grants totaling $16K in 2024.

Where does Robert a & Kathleen M Wolfe Family operate?

Robert a & Kathleen M Wolfe Family has awarded grants in Iowa, Illinois, Minnesota.

What size grants does Robert a & Kathleen M Wolfe Family award?

In 2024, Robert a & Kathleen M Wolfe Family awarded 6 grants totaling $16K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Robert a & Kathleen M Wolfe Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert a & Kathleen M Wolfe Family reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert a & Kathleen M Wolfe Family's EIN?

Robert a & Kathleen M Wolfe Family's EIN (Employer Identification Number) is 27-2923184. IRS Form 990 filing data is available on this page for 2020–2024.

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

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