Mitchell Wolfson Sr Foundation

MIAMI, FL EIN: 59-2390240

The Mitchell Wolfson Sr Foundation is a private foundation based in Miami, Florida, established in 1989. Operating as a 501(c)(3) organization, the foundation functions as a grantmaking entity with significant assets and an active giving program. The foundation is structured as a named trust/foundation and maintains a professional staff to manage its philanthropic activities.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$267.3M

+13.8% YoY

Annual Giving

$11.5M

+3.2% YoY

Grant Count

31

-18.4% YoY

Avg Grant Size

$371K

+26.5% YoY

Under IRS private-foundation payout rules, Mitchell Wolfson Sr Foundation reported a distributable amount of $14.4M for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation operates under the will of the late Colonel Wolfson with mandated contributions to three primary institutions:

  • Miami Dade College — Educational support and institutional funding
  • University of Miami School of Medicine — Medical education in South Florida
  • Miami Jewish Health Systems — Healthcare services

Beyond these core mandates, the foundation supports funding in:

  • Education and scholarships
  • Dental health and healthcare education
  • Arts and culture, including museum support
  • Traffic safety and substance abuse prevention
  • Victim services

Grantmaking

The foundation does not accept unsolicited applications.

Grant Range

$500 to $11.4 million

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking is concentrated in Miami-Dade County and South Florida, with primary support directed to institutions located in Miami, Florida.

Grant Distribution by State

9states
+1 more states

Cities

AshevilleAustinBerkeleyChicagoClermontCooper CityCoral GablesDallasFort LauderdaleIrvingKetchumKey WestLos AngelesMemphisMiamiMiami BeachMiami ShoresNaplesNew YorkNorth Miami

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total assets: $234.9 million to $252.1 million
  • Total revenue: $14.5 million
  • Total expenses: $16.1 million
  • Total liabilities: $0

Giving Rate: 5.2% of assets

Historical Trends:

  • 2023: $245.9 million in assets, $10.3 million in giving
  • 2022: $210.2 million in assets, $11.1 million in giving
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14M$28M$42M$57M20212022202320242025
Metric202520242023
Total Assets$267,334,683$234,892,150$252,085,869
Revenue$48,940,011$14,476,938$11,139,861
Expenses$16,293,149$16,100,815$19,461,149
Qualifying Distributions$13,044,013$12,659,989$15,707,506
Net Investment Income$43,500,743$10,878,264$6,521,695
Distributable Amount$14,381,858$13,847,295$13,477,579

Giving Over Time

Total grant dollars and number of grants per year

$0$4M$7M$11M$14M36 grants202137 grants202236 grants202338 grants202431 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

MIAMI DADE COLLEGE FOUND…$9.2MUNIVERSITY OF MIAMI SCHO…$1.1MMIAMI JEWISH HEALTH SYST…$573KMOUNT SINAI MEDICAL CENT…$229KTHE MIAMI FOUNDATION INC$57KMIAMI CITY BALLET$50KFLORIDA INTERNATIONAL UN…$39KCHILDRENS BURN FOUNDATION$33KTEMPLE BETH AM$31KARTIS-NAPLES INC$25K

Grant Size Distribution

178 grants across all recorded years

151<$50K7$50–100K3$100–250K2$250–500K6$500K–1M4$1–5M5$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Miami Dade College Foundation Inc ($9,208,776), University of Miami School of Medicine ($1,146,797), Miami Jewish Health Systems Inc ($573,398).

RecipientPurposeAmount
ADRIENE ARSHT CENTER MIAMI, FLTO CREATE MEANINGFUL COMMUNITY-BUILDING EXPERIENCES FOR THE CITIZENS OF MIAMI-DADE COUNTY AND SOUTH FLORIDA THROUGH ACTIVE LEARNING AND LIVE THEATRICAL EXPERIENCES.$2,500
AMERICAN FRIENDS OF THE PALAZZO DUCALE MIAMI, FLTO RAISE FUNDS AND PROVIDE SUPPORT FOR THE RESTORATION, PRESERVATION, AND PROMOTION OF THE PALAZZO DUCALE, LIKELY WITH A FOCUS ON ITS HISTORICAL AND CULTURAL SIGNIFICANCE.$10,400
AMERICAN JOURNALISM PROJECT INC WASHINGTON, DCA VENTURE PHILANTHROPY DEDICATED TO BUILDING NON-PROFIT LOCAL NEWS ACROSS THE UNITED STATES.$10,000
ARTIS-NAPLES INC NAPLES, FLDEDICATED TO CREATING AND PRESENTING WORLD-CLASS VISUAL AND PERFORMING ARTS. THROUGH OUR MULTIDISCIPLINARY OFFERINGS, WE INSPIRE, EDUCATE, AND ENTERTAIN TO ENGAGE AND ENRICH THE GROWING AND DIVERSIFYING COMMUNITY.$25,000
BAPTIST HEALTH FOUNDATION INC CORAL GABLES, FLTO PROVIDE FUNDS IN THE FORM OF GIFTS, GRANTS, AND SERVICES TO BAPTIST HEALTH AND OTHER CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THEIR SCIENTIFIC, LITERARY, AND EDUCATION PURPOSES.$12,849
BARD GRADUATE CENTER NEW YORK, NYTO SUPPORT THE STUDY OF THE DECORATIVE ARTS, DESIGN HISTORY, AND MATERIAL CULTURE.$2,000
CAMILLUS HOUSE INC MIAMI, FLPROVIDE FOOD, SHELTER & SVCS TO HOMELESS/INDIGENT.$11,000
CHILDRENS BURN FOUNDATION ORLANDO, FLTO ASSIST CHILDREN WHO HAVE BEEN SEVERLY BURNED WHILE EDUCATING COMMUNITIES IN CA & ACROSS THE GLOBE ON HOW TO PREVENT AND TREAT BURNS.$32,620
CRISTO REY MIAMI HIGH SCHOOL INC NORTH MIAMI, FLTO PROVIDE A RIGOROUS COLLEGE PREPARATORY EDUCATION WITH A RELEVANT WORK-STUDY EXPERIENCE TO STUDENTS OF LIMITED ECONOMIC MEANS, SHAPING THEM INTO YOUNG MEN AND WOMEN OF FAITH, PURPOSE, AND SERVICE WHO ARE PREPARED FOR COLLEGE AND CAREERS.$10,000
DOWN SYNDROME ASSOCIATION OF MIAMI MIAMI, FLTO EDUCATE THE MIAMI-DADE COMMUNITY ABOUT DOWN SYNDROME AND PROMOTE POSITIVE ACCEPTANCE OF INDIVIDUALS WITH DOWN SYNDROME.$1,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is governed by a board of trustees:

  • Louis Wolfson III — Trustee (20 hours/week, $120,000)
  • Mitchell Wolfson Jr — Trustee (15 hours/week, $115,000)
  • Jeri Louise Waxenberg Wolfson — Trustee (15 hours/week, $115,000)
  • Joseph T Natoli — Trustee (15 hours/week, $115,000)
  • Lynda Wolfson Fadel — Trustee (15 hours/week, $115,000)
  • Amita K Schultes — Trustee (25 hours/week, $191,712)
  • Eduardo Padron — Trustee (15 hours/week, $115,000)

The foundation maintains 7 employees and operates with professional management through MK Consulting LLC.

Compensation Overview

From 2025 IRS filing

AMITA K SCHULTESTRUSTEE$200KLOUIS WOLFSON IIITRUSTEE$120KMITCHELL WOLFSON JRTRUSTEE$115KJOSEPH T NATOLITRUSTEE$115KLYNDA WOLFSON FADELTRUSTEE$115KJERI LOUISE WAXENBER…TRUSTEE$115K

From 2025 filing

NameTitleHoursCompensation
LOUIS WOLFSON IIITRUSTEE20$120,000
MITCHELL WOLFSON JRTRUSTEE15$115,000
JOSEPH T NATOLITRUSTEE15$115,000
LYNDA WOLFSON FADELTRUSTEE15$115,000
AMITA K SCHULTESTRUSTEE25$200,000
JERI LOUISE WAXENBERG WOLFSONTRUSTEE15$115,000

Recent News & Activity

Recent developments and announcements

The foundation has been active in expanding its grantmaking partnerships:

2025

**Miami Film Festival Partnership** — The Lynn & Louis Wolfson II Family Foundation (related entity) partnered with the Miami Film Festival to offer documentary filmmaker grants in 2025.

Miami Film Festival, Lynn & Louis Wolfson II Family Foundation to offer documentary

**Miami Dade College Support** — The foundation made an $11 million donation to Miami Dade College, demonstrating continued commitment to its mandated educational support.

Miami Film Festival, Lynn & Louis Wolfson II Family Foundation to offer documentary

**Artist Support Initiative** — The foundation formed a partnership to support Northwest School of the Arts (NWSA) alumni artists through a collaborative program.

Commissioner, Mitchell Wolfson Sr Foundation partnership to support NWSA

Contact Information

Address: 3350 Virginia Street, Suite 218, Miami, FL 33133

Phone: (305) 373-0123

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Mitchell Wolfson Sr Foundation fund?

The foundation operates under the will of the late Colonel Wolfson with mandated contributions to three primary institutions: • **Miami Dade College** — Educational support and institutional funding • **University of Miami School of Medicine** — Medical education in South Florida • **Miami Jewish Health Systems** — Healthcare services Beyond these core mandates, the foundation supports funding in: • Education and scholarships • Dental health and healthcare education • Arts and culture, includin…

How do I apply for a grant from Mitchell Wolfson Sr Foundation?

**Grant Activity (2024):** • Total giving: $11.2 million to $14.2 million • Number of grants: 36 • Grant range: $500 to $11.4 million • Median grant amount: $10,000 **Recent Major Grants:** • Miami Dade College Foundation: $8.9 million (2024) • University of Miami School of Medicine: $1.4 million (2023) • Miami Jewish Health Systems: $553,658 to $708,000 (2023-2024) • Mount Sinai Medical Center: $221,463 to $283,000 (2023-2024) **Application Process:** The foundation does not accept unsolicited…

Where does Mitchell Wolfson Sr Foundation make grants?

The foundation's grantmaking is concentrated in Miami-Dade County and South Florida, with primary support directed to institutions located in Miami, Florida.

What size grants does Mitchell Wolfson Sr Foundation award?

In 2025, Mitchell Wolfson Sr Foundation awarded 31 grants totaling $11.5M — an average of about $371K per grant, based on its IRS Form 990 filings.

How much is Mitchell Wolfson Sr Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Mitchell Wolfson Sr Foundation reported a distributable amount of $14.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mitchell Wolfson Sr Foundation's EIN?

Mitchell Wolfson Sr Foundation's EIN (Employer Identification Number) is 59-2390240. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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