Stephen J Wolfe Jr Private Foundation

Private foundation · Grantmaker Dayton, OH EIN: 82-2982417

The STEPHEN J WOLFE JR PRIVATE FOUNDATION is a private foundation based in Dayton, Ohio. It makes grants to charitable organizations; its 2025 filing states that its contributions go only to preselected organizations.

Key facts about Stephen J Wolfe Jr Private Foundation

In short: Stephen J Wolfe Jr Private Foundation gave $1.9M across 23 grants in 2025 (avg $82K), mostly in Nevada. Source: 2025 IRS Form 990-PF.

EIN
82-2982417
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,887,630
Grants made (2025)
23
Average grant
$82,071
Median grant
$50,000
Total assets
$25,969,409
Primary geography
Nevada (58% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$26.0M

+7.1% YoY

Annual Giving

$1.9M

+5.2% YoY

Grant Count

23

+43.8% YoY

Avg Grant Size

$82K

-26.8% YoY

Under IRS private-foundation payout rules, Stephen J Wolfe Jr Private Foundation reported a distributable amount of $2.6M for 2025 — the minimum it must pay out in qualifying distributions.

How Stephen J Wolfe Jr Private Foundation gives

  • 65% of 2025 grantees were also funded in 2024. Method
  • Giving grew 30% from 2022 to 2025. Method
  • In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants include general support for organizations with varied missions. For example, Tahoe Family Solutions says its mission is to provide resources and enhance skills for families in the Tahoe Basin. Lake Tahoe Shakespeare Festival says it enriches its community through theatrical and cultural productions and youth education. Incline Education Fund says it supports academic achievement and skill development for students, as well as parents and educators.

Other grantees describe missions related to children’s health: Aproquen says it supports children in Latin America who are vulnerable to or suffering from burns or cleft lip and palate. Umps Care Charities says its youth-based programs provide baseball experiences for at-risk youth, children coping with serious illness, and military families.

Grantmaking

In 2025, the foundation reported 23 grants totaling $1,887,630. The grants ranged from $5,000 to $357,500, with a median grant of $50,000. The largest awards included $357,500 to Tahoe Family Solutions, $250,000 to PTSD Now, $200,130 to Umps Care Charities, and $200,000 to High Five Foundation. Other grants included $100,000 each to Aproquen, Dayton Art Institute, Lake Tahoe Shakespeare Festival, and Doctors Without Borders.

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Geographic Focus

Where this funder awards grants

The 2025 grant dollars were distributed among recipients in several states. Nevada received 58% of the total, California 12%, Maryland 11%, Ohio 8%, and Florida 5%. These figures describe the locations of 2025 recipients.

Grant Distribution by State

8states

Share of all 23 itemized 2025 grant dollars.

Cities

Incline VillageRenoDaytonMiamiTruckeeEdgewaterNew YorkHillsboroAvonLos AngelesOaklandOakwoodUrbandaColumbusDes Moines

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M$2M5 grants20209 grants202117 grants202221 grants202316 grants202423 grants2025

From 2020 to 2025, annual grant giving ranged from $37K (2020) to $1.9M (2023). In 2025 it made 23 grants totaling $1.9M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Tahoe Family Solutions: $358KTahoe Family Solutions$358KPTSD Now: $250KPTSD Now$250KUmps Care Charities: $200KUmps Care Charities$200KHigh Five Foundation: $200KHigh Five Foundation$200KAproquen: $100KAproquen$100KDayton Art Institute: $100KDayton Art Institute$100KLake Tahoe Shakespeare Festival: $100KLake Tahoe ShakespeareFestival$100KDoctors Without Borders: $100KDoctors Without Borders$100KReno Philharmonic: $65KReno Philharmonic$65KIvch Foundation: $50KIvch Foundation$50K

The largest 2025 recipient was Tahoe Family Solutions ($358K). Together the top 10 received $1.5M.

Grant Size Distribution

86 grants across all recorded years

24<$50K19$50–100K37$100–250K4$250–500K2$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 37 grants of 86 (43%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Tahoe Family Solutions Incline Village, NVGeneral Support$357,500
PTSD Now Incline Village, NVGeneral Support$250,000
Umps Care Charities Edgewater, MDGeneral Support$200,130
High Five Foundation Truckee, CAGeneral Support$200,000
Aproquen Miami, FLGeneral Support$100,000
Dayton Art Institute Dayton, OHGeneral Support$100,000
Lake Tahoe Shakespeare Festival Incline Village, NVGeneral Support$100,000
Doctors Without Borders New York, NYGeneral Support$100,000
Reno Philharmonic Reno, NVGeneral Support$65,000
Ivch Foundation Incline Village, NVGeneral Support$50,000

Financial History

Multi-year comparison from IRS filings

Reported grantmaking totals:

Filing year Grant total Number of grants
2025 $1,887,630 23
2024 $1,795,000 16
2023 $1,940,000 21
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M202020212022202320242025
Metric202520242023
Total Assets$25,969,409$24,254,949$44,301,748
Revenue$3,693,718$3,745,323$3,175,229
Expenses$1,979,258$1,854,764$1,991,402
Qualifying Distributions$1,955,992$1,850,542$1,989,401
Net Investment Income$3,586,541$3,700,982$3,191,437
Distributable Amount$2,561,990$2,215,420$1,867,960

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 28, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Joseph G Wolfe as president-treasurer and Pauline Wolfe as director.

Stephen J Wolfe Jr Private Foundation is led by Joseph G. Wolfe, President-Treasurer since 2021 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Joseph G. Wolfe

    President-Treasurer

    President, Treasurer & Sec'y → President-Treasurer, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Pauline Wolfe

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 40 N Main Street Suite 1900 1900, Dayton, OH 45423-1013
Phone: (937) 222-2524

Frequently asked questions about Stephen J Wolfe Jr Private Foundation

How much does Stephen J Wolfe Jr Private Foundation give each year?

Stephen J Wolfe Jr Private Foundation gave $1.9M across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.8M across 16 grants.

What is Stephen J Wolfe Jr Private Foundation's typical grant size?

Stephen J Wolfe Jr Private Foundation's median grant in 2025 was $50,000, and its average grant was $82,071, across 23 grants on its 2025 IRS Form 990-PF.

Where does Stephen J Wolfe Jr Private Foundation give grants?

Stephen J Wolfe Jr Private Foundation gives mostly in Nevada: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (12%) and Maryland (11%). The most frequent recipient cities were Incline Village, NV (8 grants), Reno, NV (6 grants) and Dayton, OH (2 grants).

Does Stephen J Wolfe Jr Private Foundation give general operating support?

Yes: 100% of Stephen J Wolfe Jr Private Foundation's 2025 grants with a stated purpose (23 of 23) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Stephen J Wolfe Jr Private Foundation's largest grantees?

Stephen J Wolfe Jr Private Foundation's largest 2025 grantees include Tahoe Family Solutions ($357,500), PTSD Now ($250,000) and Umps Care Charities ($200,130), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.

How large is Stephen J Wolfe Jr Private Foundation?

Stephen J Wolfe Jr Private Foundation reported $26.0M in total assets on its 2025 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $2.6M (roughly 5% of its investment assets).

What does Stephen J Wolfe Jr Private Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants include general support for organizations with varied missions. For example, Tahoe Family Solutions says its mission is to provide resources and enhance skills for families in the Tahoe Basin. See mission & focus areas ↑

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

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Does Stephen J Wolfe Jr Private Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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