Stephen J Wolfe Jr Private Foundation

DAYTON, OH EIN: 82-2982417

Stephen J Wolfe Jr Private Foundation is a private grantmaking foundation based in Dayton, Ohio. Established in 2018, it operates as a 501(c)(3) organization dedicated to philanthropic endeavors through investment activity and charitable giving.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$24.3M

-45.3% YoY

Annual Giving

$1.8M

-7.5% YoY

Grant Count

-23.8% YoY

Avg Grant Size

$112K

+21.4% YoY

Under IRS private-foundation payout rules, Stephen J Wolfe Jr Private Foundation reported a distributable amount of $2.2M for 2024 — 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's program areas center on investment activity generated to contribute to philanthropic endeavors. Primary funding focuses include:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services
Arts and Creative Writing
Historic Buildings
Journalism

Grantmaking

The foundation is an active grantmaker with a typical award range of $5,000 to $800,000.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nevada $3.8M (57%)

Ohio $1.0M (15%)

California $665K (10%)

Maryland $380K (6%)

Florida $350K (5%)

New York $300K (4%)

Iowa $100K (1%)

Colorado $25K (0%)

States

California Colorado Florida Iowa Maryland Nevada New York Ohio

Cities

AvonDaytonDes MoinesEdgewaterHillsboroIncline VillageLos AngelesMiamiNew YorkOaklandOakwoodRenoTruckeeUrbanda

Financial History

Multi-year comparison from IRS filings

As of December 2024:

Total Assets: $24,254,949
Total Revenue: $3,745,323
Total Expenses: $1,854,764
Total Giving: $1,795,000
Number of Employees: 0

As of December 2023:

Total Assets: $44.3 Million
Total Revenue: $3.18 Million
Total Expenses: $1.99 Million
Total Liabilities: $0

The foundation's revenue is primarily generated through investment income and dividends, which totaled $3,643,681 in 2024.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$24,254,949	$44,301,748	$36,951,041
Revenue	$3,745,323	$3,175,229	$2,667,451
Expenses	$1,854,764	$1,991,402	$1,561,077
Qualifying Distributions	$1,850,542	$1,989,401	$1,491,139
Net Investment Income	$3,700,982	$3,191,437	$2,431,771
Distributable Amount	$2,215,420	$1,867,960	$1,615,264

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

68 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Tahoe Family Solutions ($800,000), High Five Foundation ($130,000), Umps Care Charities ($130,000).

Recipient	Purpose	Amount
APROQUEN MIAMI, FL	GENERAL SUPPORT	$100,000
CLASSICAL TAHOE INCLINE VILLAGE, NV	GENERAL SUPPORT	$25,000
DAYTON ART INSTITUTE DAYTON, OH	GENERAL SUPPORT	$100,000
HIGH FIVE FOUNDATION TRUCKEE, CA	GENERAL SUPPORT	$130,000
IVCH FOUNDATION INCLINE VILLAGE, NV	GENERAL SUPPORT	$50,000
INCLINE HIGH SCHOOL WE THE PEOPLE INCLINE VILLAGE, NV	GENERAL SUPPORT	$30,000
LAKE TAHOE SHAKESPEARE FESTIVAL INCLINE VILLAGE, NV	GENERAL SUPPORT	$100,000
OAKWOOD SCHOOLS FOUNDATION OAKWOOD, OH	GENERAL SUPPORT	$50,000
PTSD NOW INCLINE VILLAGE, NV	GENERAL SUPPORT	$100,000
TAHOE FAMILY SOLUTIONS INCLINE VILLAGE, NV	GENERAL SUPPORT	$800,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOSEPH G WOLFE	PRESIDENT-TREASURER	1	—
PAULINE WOLFE	DIRECTOR	1	—

Contact Information

Address: 40 N Main St Ste 1900 Dayton, Ohio 45423-1013 United States

EIN: 82-2982417

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Stephen J Wolfe Jr Private Foundation fund?

The foundation's program areas center on investment activity generated to contribute to philanthropic endeavors. Primary funding focuses include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Arts and Creative Writing • Historic Buildings • Journalism

How do I apply for a grant from Stephen J Wolfe Jr Private Foundation?

The foundation is an active grantmaker with a typical award range of $5,000 to $800,000. Notable recent grants include: • Tahoe Family Solutions: $800,000 (General Support) • High Fives Nonprofit Foundation: $130,000 (General Support) • Umps Care Charities: $130,000 (General Support) Total giving in 2024 reached $1,795,000 across multiple grants. The foundation primarily funds organizations in Nevada, Ohio, and Maryland.

What size grants does Stephen J Wolfe Jr Private Foundation award?

In 2024, Stephen J Wolfe Jr Private Foundation awarded 16 grants totaling $1.8M — an average of about $112K per grant, based on its IRS Form 990 filings.

How much is Stephen J Wolfe Jr Private Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen J Wolfe Jr Private Foundation reported a distributable amount of $2.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Stephen J Wolfe Jr Private Foundation's EIN?

Stephen J Wolfe Jr Private Foundation's EIN (Employer Identification Number) is 82-2982417. IRS Form 990 filing data is available on this page for 2020–2024.