Nonprofit · EIN 59-2390240
MITCHELL WOLFSON SR FOUNDATION
Tax-exempt · MIAMI, FL 33133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $48,940,011 | $16,293,149 | $32,646,862 | $267,334,683 | $0 | $267,334,683 |
| February 29, 2024 | 990-PF | $14,476,938 | $16,100,815 | -$1,623,877 | $234,892,150 | $0 | $234,892,150 |
| February 28, 2023 | 990-PF | $11,139,861 | $19,461,149 | -$8,321,288 | $252,085,869 | $16,000,000 | $236,085,869 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $6,248,782
- Net gain from sales of assets
- $40,349,889
- Other income
- $2,341,340
Expenses
- Grants and similar amounts paid
- $11,511,975
- Compensation of officers, directors and key employees
- $780,000
- Disbursements for charitable purposes
- $13,044,013
- Excise tax on investment income
- $604,660
Balance sheet and other
- Total assets, start of year
- $234,892,150
- Total assets, end of year
- $267,334,683
- Total liabilities, end of year
- $0
- Net assets, end of year
- $267,334,683
- Fair market value of assets
- $309,246,330
- Qualifying distributions
- $13,044,013
- Net investment income
- $46,598,671
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMITA K SCHULTES 100 W 89TH STREET PH 2, NEW YORK, NY 10024 | TRUSTEE | 25 | $200,000 |
| LOUIS WOLFSON III 9100 S DADELAND BLVD STE 700, MIAMI, FL 33156 | TRUSTEE | 20 | $120,000 |
| MITCHELL WOLFSON JR 98 SE 7TH STREET SUITE 1100, MIAMI, FL 33131 | TRUSTEE | 15 | $115,000 |
| JOSEPH T NATOLI 60 EDGEWATER DRIVE APT 9G, CORAL GABLES, FL 33133 | TRUSTEE | 15 | $115,000 |
| LYNDA WOLFSON FADEL 10201 CENTURY WOODS DRIVE, LOS ANGELES, CA 90067 | TRUSTEE | 15 | $115,000 |
| JERI LOUISE WAXENBERG WOLFSON 98 SE 7TH STREET SUITE 1100, MIAMI, FL 33131 | TRUSTEE | 15 | $115,000 |
990-PF for the year ended February 29, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMITA K SCHULTES 100 W 89TH STREET PH 2, NEW YORK, NY 10024 | TRUSTEE | 25 | $191,712 |
| LOUIS WOLFSON III 9400 S DADELAND BLVD STE 100, MIAMI, FL 33156 | TRUSTEE | 20 | $120,000 |
| MITCHELL WOLFSON JR 98 SE 7TH STREET SUITE 1100, MIAMI, FL 33131 | TRUSTEE | 15 | $115,000 |
| JERI LOUISE WAXENBERG WOLFSON 98 SE 7TH STREET SUITE 1100, MIAMI, FL 33131 | TRUSTEE | 15 | $115,000 |
| JOSEPH T NATOLI 60 EDGEWATER DRIVE APT 9G, CORAL GABLES, FL 33133 | TRUSTEE | 15 | $115,000 |
| LYNDA WOLFSON FADEL 10201 CENTURY WOODS DRIVE, LOS ANGELES, CA 90067 | TRUSTEE | 15 | $115,000 |
| EDUARDO PADRON 2004 SW 7TH AVENUE, MIAMI, FL 33129 | TRUSTEE | 15 | $115,000 |
990-PF for the year ended February 28, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS WOLFSON III 9400 S DADELAND BLVD STE 100, MIAMI, FL 33156 | TRUSTEE | 20 | $120,000 |
| MITCHELL WOLFSON JR 98 SE 7TH STREET SUITE 1100, MIAMI, FL 33131 | TRUSTEE | 15 | $115,000 |
| JERI LOUISE WAXENBERG WOLFSON 98 SE 7TH STREET SUITE 1100, MIAMI, FL 33131 | TRUSTEE | 15 | $115,000 |
| JOSEPH T NATOLI 60 EDGEWATER DRIVE APT 9G, CORAL GABLES, FL 33133 | TRUSTEE | 15 | $115,000 |
| LYNDA WOLFSON FADEL 10201 CENTURY WOODS DRIVE, LOS ANGELES, CA 90067 | TRUSTEE | 15 | $115,000 |
| AMITA K SCHULTES 100 W 89TH STREET PH 2, NEW YORK, NY 10024 | TRUSTEE | 15 | $115,000 |
| EDUARDO PADRON 2004 SW 7TH AVENUE, MIAMI, FL 33129 | TRUSTEE | 15 | $115,000 |
Address and contacts
- Address (IRS master file)
- 3350 VIRGINIA ST STE 218, MIAMI, FL 33133-5341
- In care of
- % AKERMAN SENTERFITT
- Signed the 990-PF
- LOUIS WOLFSON III, TRUSTEE
- Phone
- (305) 373-0123
- Return prepared by
- GLSC & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-2390240
- 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
- 1989
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $267,334,683
- Income (IRS master file)
- $8,590,122
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $48,940,011 | $16,293,149 | $267,334,683 | XML |
| 990-T | February 2025 | – | – | – | IRS |
| 990-PF | February 2024 | $14,476,938 | $16,100,815 | $234,892,150 | XML |
| 990-T | February 2024 | – | – | – | IRS |
| 990-PF | February 2023 | $11,139,861 | $19,461,149 | $252,085,869 | XML |
| 990-T | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-T | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 59-2390240).
Questions about MITCHELL WOLFSON SR FOUNDATION
- What is the EIN of MITCHELL WOLFSON SR FOUNDATION?
- The employer identification number (EIN) of MITCHELL WOLFSON SR FOUNDATION is 59-2390240.
- Is MITCHELL WOLFSON SR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MITCHELL WOLFSON SR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MITCHELL WOLFSON SR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MITCHELL WOLFSON SR FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MITCHELL WOLFSON SR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of MITCHELL WOLFSON SR FOUNDATION?
- The 990-PF for the year ended February 28, 2025 lists 6 people; 6 received compensation from the organization, the highest $200,000 (AMITA K SCHULTES, TRUSTEE).
- How much revenue does MITCHELL WOLFSON SR FOUNDATION have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $48,940,011, expenses of $16,293,149 and total assets of $267,334,683 at year end.
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