The Wolfe Family Foundation

Private foundation · Grantmaker Lexington, SC EIN: 20-2276999

The Wolfe Family Foundation is a private foundation, based in Lexington, SC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $230K in total assets. In 2025, it made $545 in qualifying distributions. Net investment income was $7K.

The Wolfe Family Foundation at a glance

Total assets
$229,957
+2.9% vs 2024
Revenue (2025)
$8,639
-36.7% vs 2024
Qualifying distributions (2025)
$545
-99.2% vs 2024
Expenses (2025)
$2,261
-96.8% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who The Wolfe Family Foundation funds

How this funder distributes its grants

Grant Size Distribution

49 grants across all recorded years

44<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 44 grants of 49 (90%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ColumbiaOrlandoAuroraCharlotteColombiaMemphisNorth CharlestonCharlestonDenverEastoverMount Pleasant

How The Wolfe Family Foundation gives

  • Giving fell 81% from 2021 to 2024. Method
  • In 2025 it paid out 5% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K16 grants2020 20 grants2021 17 grants2022 6 grants2023 6 grants2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $69K (2024) to $511K (2020). In 2024 it made 6 grants totaling $69K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Colombia International University Colombia, SCScholarship Fund$25,000
Crossover Global Columbia, SCUndesignated Projects$15,000
Forge Denver, COUndesignated Projects$15,000
CRU Orlando, FLContribution for General Use$6,000
The Citadel Charleston, SCScholarship Fund$5,000
Oliver Gospel Columbia, SCUndesignated Projects$2,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$229,957$8,639$2,261——$545$7,106$11,028
2024$223,579$13,647$70,725$68,5006$70,000$13,147$13,618
2023$280,657$16,687$138,090$136,0006$137,568$16,164$18,750
2022$402,060$220,582$226,900$225,00017$226,350$32$18,470
2021$408,378$313,051$362,325$360,60020$361,894—$25,316
2020$457,652$924,410$512,965$511,25016—$12$4,751

Under IRS private-foundation payout rules, The Wolfe Family Foundation reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Wolfe Family Foundation is led by Katherine Cassels Wolfe, President & Secretary on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Katherine Cassels Wolfe

    President & Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • J. William Wolfe

    Vice President & Treasurer

    On filings since 2020

    0.5 hrs/week

    No compensation reported

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.

Frequently asked questions about The Wolfe Family Foundation

How large is The Wolfe Family Foundation?

The Wolfe Family Foundation reported $230K in total assets on its 2025 IRS Form 990-PF. It paid out $545 in qualifying distributions that year, against a required minimum of $11K (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.

Where does The Wolfe Family Foundation operate?

The Wolfe Family Foundation has awarded grants in Colorado, Florida, North Carolina, South Carolina, Tennessee.

What is The Wolfe Family Foundation's EIN?

The Wolfe Family Foundation's EIN (Employer Identification Number) is 20-2276999. 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.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Wolfe Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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