Nonprofit · EIN 20-2276999
WOLFE FAMILY FOUNDATION
Tax-exempt · LEXINGTON, SC 29073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,639 | $2,261 | $6,378 | $229,957 | $0 | $229,957 |
| December 31, 2024 | 990-PF | $13,647 | $70,725 | -$57,078 | $223,579 | $0 | $223,579 |
| December 31, 2023 | 990-PF | $16,687 | $138,090 | -$121,403 | $280,657 | $0 | $280,657 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,638
- Interest
- $1
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $545
- Excise tax on investment income
- $99
Balance sheet and other
- Total assets, start of year
- $223,579
- Total assets, end of year
- $229,957
- Total liabilities, end of year
- $0
- Net assets, end of year
- $229,957
- Fair market value of assets
- $229,957
- Qualifying distributions
- $545
- Net investment income
- $8,639
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE CASSELS WOLFE 420 DAVEGA DRIVE, LEXINGTON, SC 29073 | PRESIDENT/SECRETARY | 0.5 | $0 |
| J WILLIAM WOLFE 420 DAVEGA DRIVE, LEXINGTON, SC 29073 | VP/TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE CASSELS WOLFE 420 DAVEGA ROAD, LEXINGTON, SC 29073 | PRESIDENT/SECRETARY | 0.5 | $0 |
| J WILLIAM WOLFE 420 DAVEGA ROAD, LEXINGTON, SC 29073 | VP/TREASURER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE CASSELS WOLFE 420 DAVEGA ROAD, LEXINGTON, SC 29073 | PRESIDENT/SECRETARY | 0.5 | $0 |
| J WILLIAM WOLFE 420 DAVEGA ROAD, LEXINGTON, SC 29073 | VP/TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 420 DAVEGA DR, LEXINGTON, SC 29073-7485
- In care of
- % JANINE SPARKS
- Signed the 990-PF
- KATHERINE CASSELS WOLFE, DIRECTOR
- Phone
- (803) 939-3373
- 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 | 990-PF 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
- 20-2276999
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $229,957
- Income (IRS master file)
- $8,639
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,639 | $2,261 | $229,957 | IRS |
| 990-PF | December 2024 | $13,647 | $70,725 | $223,579 | IRS |
| 990-PF | December 2023 | $16,687 | $138,090 | $280,657 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 20-2276999).
Questions about WOLFE FAMILY FOUNDATION
- What is the EIN of WOLFE FAMILY FOUNDATION?
- The employer identification number (EIN) of WOLFE FAMILY FOUNDATION is 20-2276999.
- Is WOLFE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to WOLFE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WOLFE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WOLFE FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WOLFE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WOLFE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WOLFE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,639, expenses of $2,261 and total assets of $229,957 at year end.
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All nonprofits in LEXINGTON · South Carolina · Philanthropy, voluntarism and grantmaking foundations