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Nonprofit · EIN 65-6118860

THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC

Tax-exempt · MARATHON, FL 33050

Financials

$69K$86K2023$98K$73K2024$88K$87K2025
Revenue Expenses · by fiscal year end
Financials of THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$87,589$87,428$161$641,526$0$641,526
December 31, 2024990-PF$98,392$72,974$25,418$635,252$0$635,252
December 31, 2023990-PF$68,871$85,839-$16,968$609,834$0$609,834
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,784
Interest
$29
Net gain from sales of assets
$44,044
Other income
$19,732

Expenses

Grants and similar amounts paid
$49,100
Compensation of officers, directors and key employees
$15,000
Disbursements for charitable purposes
$49,100
Excise tax on investment income
$685

Balance sheet and other

Total assets, start of year
$635,252
Total assets, end of year
$641,526
Total liabilities, end of year
$0
Net assets, end of year
$641,526
Fair market value of assets
$1,213,824
Qualifying distributions
$49,100
Net investment income
$87,589

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
JERI WOLFSON
2401 GULF SHORE BLVD NORTH, NAPLES, FL 33940
VICE PRES.5$10,000
CHERYL WILCOX
56283 OCEAN DRIVE, MARATHON, FL 33050
TREASURER5$5,000
FRANCES L WOLFSON
100 GLENVIEW PLACE PH-2, NAPLES, FL 34108
PRESIDENT5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JERI WOLFSON
2401 GULF SHORE BLVD NORTH, NAPLES, FL 33940
VICE PRES.5$10,000
CHERYL WILCOX
56283 OCEAN DRIVE, MARATHON, FL 33050
TREASURER5$5,000
FRANCES L WOLFSON
15 CASA MAR LANE, NAPLES, FL 33940
PRESIDENT5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JERI WOLFSON
2401 GULF SHORE BLVD NORTH, NAPLES, FL 33940
VICE PRES.5$10,000
CHERYL WILCOX
56283 OCEAN DRIVE, MARATHON, FL 33050
TREASURER5$5,000
FRANCES L WOLFSON
15 CASA MAR LANE, NAPLES, FL 33940
PRESIDENT5$0

Address and contacts

Address (IRS master file)
56283 OCEAN DR, MARATHON, FL 33050-5603
Signed the 990-PF
CHERYL WILCOX, CHIEF FINANCIAL OFFICER
Phone
(305) 743-5060
Return prepared by
BUERSMEYER & GREENWALD PLLC

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
65-6118860
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$641,526
Income (IRS master file)
$174,118

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$87,589$87,428$641,526XML
990-TDecember 2025–––IRS
990-PFDecember 2024$98,392$72,974$635,252XML
990-PFDecember 2023$68,871$85,839$609,834XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 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 65-6118860).

Questions about THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC

What is the EIN of THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC?
The employer identification number (EIN) of THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC is 65-6118860.
Is THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC 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 THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC 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 THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $10,000 (JERI WOLFSON, VICE PRES.).
How much revenue does THE FRANCES LOUISE WOLFSON FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,589, expenses of $87,428 and total assets of $641,526 at year end.

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