Jeri L Wolfson Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$298K
+2.7% YoY
Annual Giving
$20K
-3.1% YoY
Grant Count
3
-62.5% YoY
Avg Grant Size
$7K
+158.5% YoY
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.
About Jeri L Wolfson Foundation Inc
Based on IRS filings
Jeri L Wolfson Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $297,635 | $289,688 | $293,921 |
| Revenue | $31,100 | $19,557 | $12,597 |
| Expenses | $23,153 | $23,790 | $25,632 |
| Qualifying Distributions | $20,086 | $20,720 | $23,000 |
| Net Investment Income | $28,345 | $16,686 | $9,965 |
| Distributable Amount | $22,761 | $20,138 | $20,956 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Florida International University Foundation ($18,586), Argyros Performing Arts Center ($1,000), Mitchell Wolfson Sr Foundation ($500).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERI WAXENBERG WOLFSON | PRESIDENT/DIRECTOR | — | — |
| LOUIS WOLFSON | DIRECTOR | — | — |
| SUSAN WOLFORD | DIRECTOR | — | — |
| KRISTIN POOLE | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jeri L Wolfson Foundation Inc?
Jeri L Wolfson Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $298K in total assets as of 2024.
How large is Jeri L Wolfson Foundation Inc?
As of 2024, Jeri L Wolfson Foundation Inc holds $298K in total assets with $31K in annual revenue. It awarded 3 grants totaling $20K in 2024.
Where does Jeri L Wolfson Foundation Inc operate?
Jeri L Wolfson Foundation Inc has awarded grants in Florida, Idaho.
What size grants does Jeri L Wolfson Foundation Inc award?
In 2024, Jeri L Wolfson Foundation Inc awarded 3 grants totaling $20K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Jeri L Wolfson Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jeri L Wolfson Foundation Inc reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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