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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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