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Nonprofit · EIN 23-2582882

JUNE AND STEVE WOLFSON FAMILY FOUNDATION

Tax-exempt · KING OF PRUSSIA, PA 19406

Financials

$672K$315K2023$423K$326K2024$520K$352K2025
Revenue Expenses · by fiscal year end
Financials of JUNE AND STEVE WOLFSON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$520,173$352,180$167,993$5,894,361$0$5,894,361
December 31, 2024990-PF$423,205$325,544$97,661$5,726,368$0$5,726,368
December 31, 2023990-PF$671,735$314,927$356,808$5,628,707$0$5,628,707
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$338,902
Net gain from sales of assets
$144,433
Other income
$36,838

Expenses

Grants and similar amounts paid
$320,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$324,776
Excise tax on investment income
$6,875

Balance sheet and other

Total assets, start of year
$5,726,368
Total assets, end of year
$5,894,361
Total liabilities, end of year
$0
Net assets, end of year
$5,894,361
Fair market value of assets
$7,198,372
Qualifying distributions
$324,776
Net investment income
$514,228

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JUNE WOLFSON CO LAFAYETTE FINANCIAL
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
PRESIDENT5$0
STEPHEN WOLFSON CO LAFAYETTE FINANC
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
VICE PRESIDENT5$0
GREGORY WOLFSON
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
TREASURER5$0
PAUL WOLFSON
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
SECRETARY5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JUNE WOLFSON CO LAFAYETTE FINANCIAL
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
PRESIDENT5$0
STEPHEN WOLFSON CO LAFAYETTE FINANC
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
VICE PRESIDENT5$0
GREGORY WOLFSON
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
TREASURER5$0
PAUL WOLFSON
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
SECRETARY5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JUNE WOLFSON CO LAFAYETTE FINANCIAL
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
PRESIDENT5$0
STEPHEN WOLFSON CO LAFAYETTE FINANC
215 W CHURCH ROAD SUITE 108, KING OF PRUSSIA, PA 19406
VICE PRESIDENT5$0
GREGORY WOLFSON
107 LODGES LANE, BALA CYNWYD, PA 19004
TREASURER5$0
PAUL WOLFSON
1326 COLTON RD, GLADWYNE, PA 19035
SECRETARY5$0

Address and contacts

Address (IRS master file)
LFS 215 W CHURCH RD 108, KING OF PRUSSIA, PA 19406-0000
In care of
% BERLATH ISRAELS LIBERMAN
Signed the 990-PF
GREGORY WOLFSON, TREASURER
Phone
(215) 979-1635
Return prepared by
DUANE MORRIS LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-2582882
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,894,361
Income (IRS master file)
$377,818

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$520,173$352,180$5,894,361XML
990-PFDecember 2024$423,205$325,544$5,726,368XML
990-PFDecember 2023$671,735$314,927$5,628,707XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2582882).

Questions about JUNE AND STEVE WOLFSON FAMILY FOUNDATION

What is the EIN of JUNE AND STEVE WOLFSON FAMILY FOUNDATION?
The employer identification number (EIN) of JUNE AND STEVE WOLFSON FAMILY FOUNDATION is 23-2582882.
Is JUNE AND STEVE WOLFSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to JUNE AND STEVE WOLFSON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JUNE AND STEVE WOLFSON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JUNE AND STEVE WOLFSON FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JUNE AND STEVE WOLFSON FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JUNE AND STEVE WOLFSON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JUNE AND STEVE WOLFSON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $520,173, expenses of $352,180 and total assets of $5,894,361 at year end.

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