Nonprofit · EIN 65-0939041
JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC
Tax-exempt (reinstated) · MIAMI, FL 33137
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $138,517 | $158,612 | -$20,095 | $2,062,125 | $527 | $2,061,598 |
| December 31, 2023 | 990-PF | $48,581 | $110,665 | -$62,084 | $2,000,193 | $810 | $1,999,383 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $45,120
- Interest
- $11,679
- Net gain from sales of assets
- $81,718
Expenses
- Grants and similar amounts paid
- $120,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $120,000
- Excise tax on investment income
- $1,389
Balance sheet and other
- Total assets, start of year
- $2,000,193
- Total assets, end of year
- $2,062,125
- Total liabilities, end of year
- $527
- Net assets, end of year
- $2,061,598
- Fair market value of assets
- $2,062,125
- Qualifying distributions
- $120,000
- Net investment income
- $138,517
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT KAPLAN 4200 Biscayne Blvd, Miami, FL 33137 | SECRETARY | 0 | $0 |
| STEVEN D BROOKS 12343 Cascade Valley Lane, Boynton Beach, FL 33473 | BOARD MEMBER | 0 | $0 |
| JEFFREY LEVIN 4200 Biscayne Blvd, Miami, FL 33137 | BOARD MEMBER | 0 | $0 |
| JACOB SOLOMON 4200 Biscayne Blvd, Miami, FL 33137 | BOARD MEMBER | 0 | $0 |
| HOWARD WOLFSON 4161 North Bay Road, Miami Beach, FL 33140 | BOARD MEMBER | 0 | $0 |
| JESSIE WOLFSON 3471 Main Highway 929, Miami, FL 33133 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT KAPLAN 4200 Biscayne Blvd, Miami, FL 33137 | SECRETARY | 0 | $0 |
| STEVEN D BROOKS 12343 Cascade Valley Lane, Boynton Beach, FL 33473 | BOARD MEMBER | 0 | $0 |
| JEFFREY LEVIN 4200 Biscayne Blvd, Miami, FL 33137 | BOARD MEMBER | 0 | $0 |
| JACOB SOLOMON 4200 Biscayne Blvd, Miami, FL 33137 | BOARD MEMBER | 0 | $0 |
| HOWARD WOLFSON 4161 North Bay Road, Miami Beach, FL 33140 | BOARD MEMBER | 0 | $0 |
| JESSIE WOLFSON 3471 Main Highway 929, Miami, FL 33133 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4200 BISCAYNE BLVD, MIAMI, FL 33137-3246
- In care of
- % GREATER MIAMI JEWISH FED
- Signed the 990-PF
- SCOTT KAPLAN, SECRETARY
- Phone
- (305) 576-4000
- Return prepared by
- BDO USA
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-0939041
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $2,062,125
- Income (IRS master file)
- $138,517
Revocation and reinstatement
- Exemption revoked
- May 15, 2022
- Posted by the IRS
- August 8, 2022
- Reinstated
- Effective May 15, 2022
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $138,517 | $158,612 | $2,062,125 | XML |
| 990-PF | December 2023 | $48,581 | $110,665 | $2,000,193 | XML |
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 65-0939041).
Questions about JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC
- What is the EIN of JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC is 65-0939041.
- Is JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
- Are donations to JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JESSIE F AND BERNARD WOLFSON CHARITABLE 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 JESSIE F AND BERNARD WOLFSON CHARITABLE 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 JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does JESSIE F AND BERNARD WOLFSON CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $138,517, expenses of $158,612 and total assets of $2,062,125 at year end.
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