Nonprofit · EIN 82-2982417
STEPHEN J WOLFE JR PRIVATE FOUNDATION
Tax-exempt · DAYTON, OH 45423
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,693,718 | $1,979,258 | $1,714,460 | $25,969,409 | $0 | $25,969,409 |
| December 31, 2024 | 990-PF | $3,745,323 | $1,854,764 | $1,890,559 | $24,254,949 | $0 | $24,254,949 |
| December 31, 2023 | 990-PF | $3,175,229 | $1,991,402 | $1,183,827 | $44,301,748 | $0 | $44,301,748 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $83,911
- Dividends
- $3,337,074
- Interest
- $163,919
- Net gain from sales of assets
- $108,814
Expenses
- Grants and similar amounts paid
- $1,887,630
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,955,992
- Excise tax on investment income
- $49,853
Balance sheet and other
- Total assets, start of year
- $24,254,949
- Total assets, end of year
- $25,969,409
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,969,409
- Fair market value of assets
- $56,517,166
- Qualifying distributions
- $1,955,992
- Net investment income
- $3,609,807
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH G WOLFE 40 N MAIN STREET STE 1900, DAYTON, OH 45423 | PRESIDENT-TREASURER | 1 | $0 |
| PAULINE WOLFE 40 N MAIN STREET STE 1900, DAYTON, OH 45423 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH G WOLFE 40 N MAIN STREET STE 1900, DAYTON, OH 45423 | PRESIDENT-TREASURER | 1 | $0 |
| PAULINE WOLFE 40 N MAIN STREET STE 1900, DAYTON, OH 45423 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH G WOLFE 40 N MAIN STREET STE 1900, DAYTON, OH 45423 | PRESIDENT-TREASURER | 1 | $0 |
| PAULINE WOLFE 40 N MAIN STREET STE 1900, DAYTON, OH 45423 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 40 N MAIN ST STE 1900, DAYTON, OH 45423-1013
- In care of
- % HEATHER D WELBAUM
- Signed the 990-PF
- JOSEPH G WOLFE, PRESIDENT-TREASURER
- Phone
- (937) 222-2524
- Return prepared by
- ASHLEY QUINN CPAS AND CONSULTANTS
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 | 990-PF 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
- 82-2982417
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $25,969,409
- Income (IRS master file)
- $5,568,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,693,718 | $1,979,258 | $25,969,409 | IRS |
| 990-PF | December 2024 | $3,745,323 | $1,854,764 | $24,254,949 | IRS |
| 990-PF | December 2023 | $3,175,229 | $1,991,402 | $44,301,748 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 82-2982417).
Questions about STEPHEN J WOLFE JR PRIVATE FOUNDATION
- What is the EIN of STEPHEN J WOLFE JR PRIVATE FOUNDATION?
- The employer identification number (EIN) of STEPHEN J WOLFE JR PRIVATE FOUNDATION is 82-2982417.
- Is STEPHEN J WOLFE JR PRIVATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to STEPHEN J WOLFE JR PRIVATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN J WOLFE JR PRIVATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN J WOLFE JR PRIVATE 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 STEPHEN J WOLFE JR PRIVATE 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 STEPHEN J WOLFE JR PRIVATE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does STEPHEN J WOLFE JR PRIVATE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,693,718, expenses of $1,979,258 and total assets of $25,969,409 at year end.
Other nonprofits in DAYTON
- DAYTON FOUNDATION EIN 31-6027287 · last filed 990 for 2025
- DAYTON FOUNDATION DEPOSITORY EIN 31-1044298 · last filed 990 for 2025
- DAYTON FOUNDATION PLUS INC EIN 54-2101090 · last filed 990 for 2025
- MATHILE FAMILY FOUNDATION EIN 31-1257219 · last filed 990-PF for 2024
- THE GLEN AT ST JOSEPH EIN 55-0822964 · last filed 990-PF for 2024
- NICK AND EDNA WELLER CHARITIES INC EIN 27-2856945 · last filed 990-PF for 2025
- THE CHANGE AGENCY EIN 45-4105106 · last filed 990 for 2024
- UVMC FOUNDATION EIN 31-1581859 · last filed 990 for 2024
All nonprofits in DAYTON · Ohio · Philanthropy, voluntarism and grantmaking foundations