The Frances Louise Wolfson Family
The Frances Louise Wolfson Family is a private foundation based in Marathon, Florida. Its 2025 filing lists grants for education, health, arts, and environmental purposes, as well as a grant with a general purpose.
Key facts about The Frances Louise Wolfson Family
In short: The Frances Louise Wolfson Family gave $49K across 10 grants in 2025 (avg $5K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 65-6118860
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $49,100
- Grants made (2025)
- 10
- Average grant
- $4,910
- Median grant
- $2,500
- Total assets
- $641,526
- Primary geography
- Florida (78% of itemized 2025 grant dollars)
- How to apply
- The filing says to send Cheryl Wilcox a letter with detailed information about the request. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 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
$642K
+1.0% YoY
Annual Giving
$49K
+32.0% YoY
Grant Count
10
-28.6% YoY
Avg Grant Size
$5K
+84.8% YoY
Under IRS private-foundation payout rules, The Frances Louise Wolfson Family reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
How The Frances Louise Wolfson Family gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The available filing does not state a mission. The 2025 grants show support for organizations working in education, health, arts, and the environment. For example, the University of Miami describes itself as a comprehensive research university with programs including medicine, business, and marine and atmospheric sciences. The American Museum of Fly Fishing says it preserves and interprets the history and practices of fly fishing and promotes conservation of its waters. St. Luke’s Wood River Foundation says it works to improve community health and well-being, while the Everglades Foundation says its mission is to restore and protect the Everglades through science, advocacy, and education.
Grantmaking
In 2025, the foundation reported 10 grants totaling $49,100. Grants ranged from $100 to $20,000, with a median of $2,500. The largest grants were $20,000 to the University of Miami for education, $7,500 to NCH Center for Philanthropy for a general purpose, and $6,000 to Sun Valley Music Festival for music education. Other reported awards included $5,000 to Bascom Palmer Eye Institute for health, two $2,500 grants to ARTIS-NAPLES for arts, and $2,500 each to the American Museum of Fly Fishing and St. Luke’s Wood River Foundation.
How to Apply
The filing says to send Cheryl Wilcox a letter with detailed information about the request. It lists no restrictions on awards and says the foundation does not restrict giving to preselected organizations.
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Geographic Focus
Where this funder awards grants
In 2025, 78% of grant dollars went to recipients in Florida, 17% to recipients in Idaho, and 5% to recipients in Vermont.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $37K (2024) to $51K (2023). In 2025 it made 10 grants totaling $49K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was University of Miami ($20K). Together the top 9 received $49K.
Grant Size Distribution
58 grants across all recorded years
The most common grant size was under $50K: 58 grants of 58 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Miami Coral Gables, FL | Education | $20,000 |
| NCH Center for Philanthropy Naples, FL | General | $7,500 |
| Sun Valley Music Festival Ketchum, ID | Education Music | $6,000 |
| Bascom Palmer Eye Institute Naples, FL | HEALTH | $5,000 |
| Artis-Naples Naples, FL | ARTS | $2,500 |
| American Museum of Fly Fishing Manchester, VT | Education | $2,500 |
| St Luke's Wood River Foundation Ketchum, ID | HEALTH | $2,500 |
| Artis-Naples Naples, FL | ARTS | $2,500 |
| The Everglades Foundation Palmetto Bay, FL | Environment | $500 |
| Conservancy of Southwest Florida Naples, FL | Environment | $100 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $641,526 | $87,589 | $87,428 | $49,100 | 10 |
| 2024 | $635,252 | $98,392 | $72,974 | $37,205 | 14 |
| 2023 | $609,834 | $68,871 | $85,839 | $51,150 | 10 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $641,526 | $635,252 | $609,834 |
| Revenue | $87,589 | $98,392 | $68,871 |
| Expenses | $87,428 | $72,974 | $85,839 |
| Qualifying Distributions | $49,100 | $37,205 | $51,150 |
| Net Investment Income | $49,261 | $61,874 | $33,933 |
| Distributable Amount | $50,104 | $47,862 | $43,417 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Frances L. Wolfson as president, Jeri Wolfson as vice president, and Cheryl Wilcox as treasurer.
The Frances Louise Wolfson Family is led by Frances L. Wolfson, President on every filing since 2020; 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Frances L. Wolfson
President
On filings since 2020
5 hrs/week
No compensation reported
Cheryl Wilcox
Treasurer
On filings since 2020
5 hrs/week
$5K (2020) → $5K (2025)
Jeri Wolfson
Vice President
On filings since 2020
5 hrs/week
$10K (2020) → $10K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to Jeri Wolfson (Vice Pres.). 2 officers or directors reported compensation on that filing.
Contact
Application contact: Cheryl Wilcox
Mailing address: 56283 Ocean Drive, Marathon, FL 33050
Phone: (305) 743-5060
Frequently asked questions about The Frances Louise Wolfson Family
How much does The Frances Louise Wolfson Family give each year?
The Frances Louise Wolfson Family gave $49K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 14 grants.
What is The Frances Louise Wolfson Family's typical grant size?
The Frances Louise Wolfson Family's median grant in 2025 was $2,500, and its average grant was $4,910, across 10 grants on its 2025 IRS Form 990-PF.
Where does The Frances Louise Wolfson Family give grants?
The Frances Louise Wolfson Family gives mostly in Florida: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Idaho (17%) and Vermont (5%). The most frequent recipient cities were Naples, FL (5 grants) and Ketchum, ID (2 grants).
Does The Frances Louise Wolfson Family give general operating support?
Yes: 10% of The Frances Louise Wolfson Family's 2025 grants with a stated purpose (1 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Frances Louise Wolfson Family's largest grantees?
The Frances Louise Wolfson Family's largest 2025 grantees include University of Miami ($20,000), NCH Center for Philanthropy ($7,500) and Sun Valley Music Festival ($6,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is The Frances Louise Wolfson Family?
The Frances Louise Wolfson Family reported $642K in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Frances Louise Wolfson Family fund?
The available filing does not state a mission. The 2025 grants show support for organizations working in education, health, arts, and the environment. See mission & focus areas ↑
How do I apply for a grant from The Frances Louise Wolfson Family?
The filing says to send Cheryl Wilcox a letter with detailed information about the request. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Frances Louise Wolfson Family's EIN?
The Frances Louise Wolfson Family's EIN (Employer Identification Number) is 65-6118860. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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