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Nonprofit · EIN 58-2169008

JERI LOUISE WAXENBERG FOUNDATION INC

Tax-exempt · NAPLES, FL 34103

Financials

$20K$24K2023$31K$23K2024
Revenue Expenses · by fiscal year end
Financials of JERI LOUISE WAXENBERG FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$31,100$23,153$7,947$297,635$0$297,635
December 31, 2023990-PF$19,557$23,790-$4,233$289,688$0$289,688
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$13,026
Net gain from sales of assets
$18,074

Expenses

Grants and similar amounts paid
$20,086
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$20,086
Excise tax on investment income
$394

Balance sheet and other

Total assets, start of year
$289,688
Total assets, end of year
$297,635
Total liabilities, end of year
$0
Net assets, end of year
$297,635
Fair market value of assets
$474,547
Qualifying distributions
$20,086
Net investment income
$31,100

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JERI WAXENBERG WOLFSON
2401 GULF SHORE BLVD N UNIT 44, NAPLES, FL 34103
PRESIDENT/DIRECTOR0$0
LOUIS WOLFSON
9400 S DADELAND BLVD STE 100, MIAMI, FL 33156
DIRECTOR0$0
SUSAN WOLFORD
827 LACHMAN KANE, PACIFIC PALISADES, CA 90272
DIRECTOR0$0
KRISTIN POOLE
PO BOX 2787, KETCHUM, ID 83340
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JERI WAXENBERG WOLFSON
2401 GULF SHORE BLVD N UNIT 44, NAPLES, FL 34103
PRESIDENT/DIRECTOR0$0
LOUIS WOLFSON
9400 S DADELAND BLVD STE 100, MIAMI, FL 33156
DIRECTOR0$0
SUSAN WOLFORD
827 LACHMAN KANE, PACIFIC PALISADES, CA 90272
DIRECTOR0$0
KRISTIN POOLE
PO BOX 2787, KETCHUM, ID 83340
DIRECTOR0$0

Address and contacts

Address (IRS master file)
2401 GULF SHORE BLVD N APT 44, NAPLES, FL 34103-4304
In care of
% JERI LOUISE WAXENBERG
Signed the 990-PF
JERI L WOLFSON, PRESIDENT
Phone
(208) 726-1685
Return prepared by
DONNA L FELDMAN CPA PA

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-2169008
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$297,635
Income (IRS master file)
$52,700

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$31,100$23,153$297,635XML
990-PFDecember 2023$19,557$23,790$289,688XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 58-2169008).

Questions about JERI LOUISE WAXENBERG FOUNDATION INC

What is the EIN of JERI LOUISE WAXENBERG FOUNDATION INC?
The employer identification number (EIN) of JERI LOUISE WAXENBERG FOUNDATION INC is 58-2169008.
Is JERI LOUISE WAXENBERG FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to JERI LOUISE WAXENBERG FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERI LOUISE WAXENBERG FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JERI LOUISE WAXENBERG FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JERI LOUISE WAXENBERG FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JERI LOUISE WAXENBERG FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does JERI LOUISE WAXENBERG FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $31,100, expenses of $23,153 and total assets of $297,635 at year end.

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