Jessie & Bernard Wolfson Family Foundation
Jessie & Bernard Wolfson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 4 grants totaling $120K. Net investment income was $100K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
+3.1% YoY
Annual Giving
$120K
+51.3% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$30K
+89.2% YoY
Under IRS private-foundation payout rules, Jessie & Bernard Wolfson Family Foundation reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.
About Jessie & Bernard Wolfson Family Foundation
Based on IRS filings
Jessie & Bernard Wolfson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 4 grants totaling $120K. Net investment income was $100K.
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 |
|---|---|---|
| Total Assets | $2,062,125 | $2,000,193 |
| Revenue | $138,517 | $48,581 |
| Expenses | $158,612 | $110,665 |
| Qualifying Distributions | $120,000 | $79,300 |
| Net Investment Income | $99,905 | $17,216 |
| Distributable Amount | $98,646 | $94,965 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Miami Jewish Federation ($107,500), Beloved Asheville ($5,000), Manna Food Bank Inc ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GREATER MIAMI JEWISH FEDERATION MIAMI, FL | GENERAL PURPOSE | $107,500 |
| Congregation Knesset Israel Pittsfield, MA | GENERAL PURPOSE | $2,500 |
| Beloved Asheville Asheville, NC | GENERAL PURPOSE | $5,000 |
| Manna Food Bank Inc Mills River, NC | GENERAL PURPOSE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SCOTT KAPLAN | SECRETARY | — | — |
| STEVEN D BROOKS | BOARD MEMBER | — | — |
| JEFFREY LEVIN | BOARD MEMBER | — | — |
| JACOB SOLOMON | BOARD MEMBER | — | — |
| HOWARD WOLFSON | BOARD MEMBER | — | — |
| JESSIE WOLFSON | BOARD MEMBER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jessie & Bernard Wolfson Family Foundation?
Jessie & Bernard Wolfson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIAMI, FL. It holds $2.1M in total assets as of 2024.
How large is Jessie & Bernard Wolfson Family Foundation?
As of 2024, Jessie & Bernard Wolfson Family Foundation holds $2.1M in total assets with $139K in annual revenue. It awarded 4 grants totaling $120K in 2024.
Where does Jessie & Bernard Wolfson Family Foundation operate?
Jessie & Bernard Wolfson Family Foundation has awarded grants in Florida, Kansas, Massachusetts, North Carolina.
What size grants does Jessie & Bernard Wolfson Family Foundation award?
In 2024, Jessie & Bernard Wolfson Family Foundation awarded 4 grants totaling $120K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Jessie & Bernard Wolfson Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jessie & Bernard Wolfson Family Foundation reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jessie & Bernard Wolfson Family Foundation's EIN?
Jessie & Bernard Wolfson Family Foundation's EIN (Employer Identification Number) is 65-0939041. IRS Form 990 filing data is available on this page for 2023–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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