Jeri L Wolfson Foundation Inc
Jeri L Wolfson Foundation Inc is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $298K in total assets. In 2024, it awarded 3 grants totaling $20K. Net investment income was $28K.
Jeri L Wolfson Foundation Inc at a glance
In short: Jeri L Wolfson Foundation Inc gave $20K across 3 grants in 2024 (avg $7K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $20,086
- -3.1% vs 2023
- Grants made (2024)
- 3
- -62.5% vs 2023
- Average grant
- $6,695
- +158.5% vs 2023
- Median grant
- $1,000
- Total assets
- $297,635
- +2.7% vs 2023
- Primary geography
- Florida (95% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Jeri L Wolfson Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Florida International University Foundation ($19K). Together the top 3 received $20K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 36 grants of 36 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Jeri L Wolfson Foundation Inc gives
- Giving held roughly steady from 2021 to 2024 (+6%). Method
- In 2024 it paid out 88% 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
From 2020 to 2024, annual grant giving ranged from $19K (2021) to $23K (2022). In 2024 it made 3 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Florida International University Foundation Miami, FL | Art Education | $18,586 |
| Argyros Performing Arts Center Ketchum, ID | ARTS | $1,000 |
| Mitchell Wolfson Sr Foundation Miami, FL | Education | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $297,635 | $31,100 | $23,153 | $20,086 | 3 | $20,086 | $28,345 | $22,761 |
| 2023 | $289,688 | $19,557 | $23,790 | $20,720 | 8 | $20,720 | $16,686 | $20,138 |
| 2022 | $293,921 | $12,597 | $25,632 | $23,000 | 10 | $23,000 | $9,965 | $20,956 |
| 2021 | $306,956 | $22,221 | $22,048 | $19,000 | 7 | $19,000 | $19,373 | $22,853 |
| 2020 | $306,783 | $20,680 | $22,725 | $20,000 | 8 | — | $17,955 | $19,383 |
Under IRS private-foundation payout rules, Jeri L Wolfson Foundation Inc reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jeri L Wolfson Foundation Inc is led by Jeri Waxenberg Wolfson, President & Director on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jeri Waxenberg Wolfson
President & Director
On filings since 2020
No compensation reported
Susan Wolford
Director
On filings since 2020
No compensation reported
Kristin Poole
Director
On filings since 2021
No compensation reported
Louis Wolfson
Director
On filings since 2021
No compensation reported
Former officers (1)
- Former: Michael Schmidt (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "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 Jeri L Wolfson Foundation Inc
How much does Jeri L Wolfson Foundation Inc give each year?
Jeri L Wolfson Foundation Inc gave $20K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $21K across 8 grants.
What is Jeri L Wolfson Foundation Inc's typical grant size?
Jeri L Wolfson Foundation Inc's median grant in 2024 was $1,000, and its average grant was $6,695, across 3 grants on its 2024 IRS Form 990-PF.
Where does Jeri L Wolfson Foundation Inc give grants?
Jeri L Wolfson Foundation Inc gives mostly in Florida: 95% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Miami, FL (2 grants).
Does Jeri L Wolfson Foundation Inc give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Jeri L Wolfson Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
How large is Jeri L Wolfson Foundation Inc?
Jeri L Wolfson Foundation Inc reported $298K in total assets on its 2024 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $23K (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 Jeri L Wolfson Foundation Inc's EIN?
Jeri L Wolfson Foundation Inc's EIN (Employer Identification Number) is 58-2169008. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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