The Frances Louise Wolfson Family

MARATHON, FL EIN: 65-6118860

The Frances Louise Wolfson Family is a private foundation, based in MARATHON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $635K in total assets. In 2024, it awarded 14 grants totaling $37K. Net investment income was $62K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$635K

+4.2% YoY

Annual Giving

$37K

-27.3% YoY

Grant Count

14

+40.0% YoY

Avg Grant Size

$3K

-48.0% YoY

Under IRS private-foundation payout rules, The Frances Louise Wolfson Family reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About The Frances Louise Wolfson Family

Based on IRS filings

The Frances Louise Wolfson Family is a private foundation, based in MARATHON, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $635K in total assets. In 2024, it awarded 14 grants totaling $37K. Net investment income was $62K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BristolCalaisClewistonCoral GablesEverglades CityHollywoodKetchumManchesterMararthonMiamiNaplesNew YorkPalmetto BaySouth BendSun ValleyTallahasseeTuson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27K$54K$81K$108K20202021202220232024
Metric202420232022
Total Assets$635,252$609,834$626,802
Revenue$98,392$68,871$44,127
Expenses$72,974$85,839$82,756
Qualifying Distributions$37,205$51,150$47,698
Net Investment Income$61,874$33,933$9,069
Distributable Amount$47,862$43,417$44,937

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$38K$51K13 grants202012 grants202112 grants202210 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF MIAMI SCHO…$11KNCH CENTER FOR PHILANTHR…$8KTHE SUN VALLEY MUSIC FES…$6KAMERICAN MUSEUM OF FLY F…$3KARTIS NAPLES$3KST LUKE'S WOOD RIVER FOU…$3KATLANTIC SALMON FEDERATION$1KUP WITH PEOPLE ALUMNI AS…$1KEVERGLADES SOCIETY FOR H…$1KMARATHON COMMUNITY THEATRE$930

Grant Size Distribution

61 grants across all recorded years

61<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Miami School of Communications ($11,000), Nch Center for Philanthropy ($7,500), The Sun Valley Music Festival ($6,000).

RecipientPurposeAmount
AMERICAN MUSEUM OF FLY FISHING MANCHESTER, VTEDUCATION$2,500
ATLANTIC SALMON FEDERATION CALAIS, MEEDUCATION$1,000
MARATHON COMMUNITY THEATRE MARARTHON, FLARTS$930
UP WITH PEOPLE ALUMNI ASSOC TUSON, AREDUCATION$1,000
AH TAH THI KI MUSEUM CLEWISTON, FLEDUCATION$250
ARTIS NAPLES NAPLES, FLARTS$2,500
AVOW FOUNDATION INC NAPLES, FLHEALTH$25
NCH CENTER FOR PHILANTHROPY NAPLES, FLGENERAL$7,500
ST LUKE'S WOOD RIVER FOUNDATION KETCHUM, IDHEALTH$2,500
THE EVERGLADES FOUNDATION PALMETTO BAY, FLENVIRONMENT$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JERI WOLFSONVICE PRES.$10KCHERYL WILCOXTREASURER$5K

From 2024 filing

NameTitleHoursCompensation
FRANCES L WOLFSONPRESIDENT5
JERI WOLFSONVICE PRES.5$10,000
CHERYL WILCOXTREASURER5$5,000

Frequently Asked Questions

How large is The Frances Louise Wolfson Family?

As of 2024, The Frances Louise Wolfson Family holds $635K in total assets with $98K in annual revenue. It awarded 14 grants totaling $37K in 2024.

Where does The Frances Louise Wolfson Family operate?

The Frances Louise Wolfson Family has awarded grants in Arkansas, Florida, Idaho, Indiana, Maine, New York, Rhode Island, Vermont.

What size grants does The Frances Louise Wolfson Family award?

In 2024, The Frances Louise Wolfson Family awarded 14 grants totaling $37K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Frances Louise Wolfson Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Frances Louise Wolfson Family reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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