Cassels Family Foundation
LEXINGTON, SC EIN: 57-1029022
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Cassels Family Foundation fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
South Carolina $4.5M (74%)
Texas $915K (15%)
Colorado $368K (6%)
North Carolina $150K (2%)
Georgia $125K (2%)
Vermont $7K (0%)
Cities
ChapinCharlestonCharlotteClintonColombiaColorado SpringsColumbiaDallasDenverMt PleasantNorth CharlestonValdostaWinooski
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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