Skip to content
Jeri L Wolfson Foundation Inc at a glance

· Private foundation

Jeri L Wolfson Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$20k
Granted FY2024still arriving
3
Grants FY2024still arriving
2
States reached
$19k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$87kEducation$35kHealth$21kEnvironment$6kPhilanthropy$3kFood & Nutrition$1kHousing & Shelter$1kReligion$500Other$0
02FY2024 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k2 grants · $2k
  • $10k–50k1 grant · $19k
$1,000
Median grant
2
States reached
$298k
Total assets
Largest grants
RecipientAmount
FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION$18,586
ARGYROS PERFORMING ARTS CENTER$1,000
MITCHELL WOLFSON SR FOUNDATION$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–22, $17k) land where the poverty rate runs at 15%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%SERAPHIC FIRE: $5k → 15%SERAPHIC FIRE: $5k → 15%SERAPHIC FIRE: $5k → 15%SERAPHIC FIRE: $1k → 15%SERAFIC FIRE: $500 → 15%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

61%of every dollar goes to organizations it has funded before.
$94k · 13 repeat orgs$60k to everyone else

Grantees it renews have grown median revenue +122% since the first grant, against -2% for those funded once.

13 repeat relationships: 0 still active in FY2024, 13 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
23

Total granted

$94k
$40k

Median revenue growth · since first grant

+122%
-2%

Still filing today

62%
57%

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $20k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Arts & CultureEducationPhilanthropyHuman ServicesHealthAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • GULFSHORE PLAYHOUSE INC
    4× · 2019–2022 · $13k · revenue +122%
  • SV
    SUN VALLEY SUMMER SYMPHONY INC
    3× · 2019–2023 · $13k · revenue +34%
  • SL
    ST LUKE'S WOOD RIVER FOUNDATION INC
    3× · 2017–2022 · $8k · revenue +144%

Funded once

  • UO
    University of Miamigraduated
    one grant, 2020 · $6k · revenue +66%
  • SV
    SUN VALLEY PLAYWRIGHTS RESIDENCY INC
    one grant, 2023 · $5k · revenue -2%
  • SV
    SUN VALLEY WELLNESS INSTITUTE
    one grant, 2021 · $5k · revenue -97%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
South Florida Symphony Orchestra Inc

The orchestra is dedicated to bringing orchestral music of the highest caliber to south florida. its mission is to delight, inspire and educate the communities we serve through music.

Arts & Culture
2
New World Symphony Inc

Prepares gifted graduates of prestigious music programs for successful careers in orchestras and ensembles.

Education
3
Alhambra Music Inc

Community orchestra

Arts & Culture
4
Munson-Williams-Proctor Arts Institute

Munson-williams-proctor arts institute (mwpai) is a fine arts center dedicated to serving diverse audiences by advancing the appreciation, understanding, and enjoyment of the arts. the art institute aims to promote interest and…

Arts & Culture
5
Manhattan School of Music

Manhattan school of music is deeply committed to excellence in education, performance, and creative activity; to the humanity of the school's environment; and to the cultural enrichment of the larger community. a premiere international…

Arts & Culture
6
Spanish Theatre Repertory Company Ltd

To present, in a rotating repertory, the finest latin american, spanish, and latino usa theatre and to serve as a catalyst for cultural exchange between spanish and english speaking americans.

Arts & Culture
7
San Francisco Jazz Organization

The san francisco jazz organization (the organization) is a recognized international leader in jazz creation, presentation, and education. the organization explores the full spectrum of jazz, from the music's origins in the african…

Arts & Culture
8
The Michael Murphey Western Institute in
Arts & Culture
9
Southwest Washington Center for the Arts
Philanthropy
10
Wallis Annenberg Center for the Performing Arts

Deeply rooted in our local beverly hills community and influenced by cultural change, the wallis annenberg center for the performing arts, a public-private partnership with the city of beverly hills, strives to be a site for the…

Arts & Culture
11
San Francisco Opera Association

We believe opera is a uniquely compelling, entertaining and emotionally thrilling art form. our mission is to bring together growing audiences to experience opera's transformative power.

Arts & Culture
12
Princeton Symphony Orchestra Inc

The mission of the princeton symphony orchestra is to leverage the power of live music to uplift the human experience.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Sun Valley Summer Symphony Inc; the most unlike its peers is Mitchell Wolfson Family Foundation Audubon House. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

23 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 23 of the 39 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
23/23
Grantees still filing
14/23
Grew since first funded

Where the money sits, by cause and then by grantee

SUN VALLEY CENTER FOR THE ARTS INC: $12,500 · OtherSUN VALLEY CENTER FOR THE ARTS INCSUN VALLEY MUSEUM OF ARTS: $10,074 · OtherSUN VALLEY MUSEUM OF ARTSFLORIDA GULF COAST UNIVERSITY: $5,000 · OtherFLORIDA GULF COAST UNIVERSITYUNIV OF MIAMI MILLER SCHOOL OF MEDICINE: $5,000 · OtherUNIV OF MIAMI MILLER SCHOOL OF MEDICINESUN VALLEY INSTITUTE: $4,500 · OtherSUN VALLEY INSTITUTECONSERVANCEY OF SOUTHWEST FLORIDA: $3,000 · OtherCONSERVANCEY OF SOUTHWEST FLORIDATHE CONSERVANCY OF SOUTHWEST FLORIDA: $2,500 · OtherMITCHELL WOLFSON FAMILY FOUNDATION AUDUBON HOUSE: $2,000 · OtherCOMMUNITY LIBRARY: $2,000 · Other+10 more: $7,470 · Other+10 moreGULFSHORE PLAYHOUSE INC: $13,000 · Arts & CultureGULFSHORE PLAYHOUSE INCSUN VALLEY SUMMER SYMPHONY INC: $12,500 · Arts & CultureSUN VALLEY SUMMER SYMPHONY INCSUN VALLEY PLAYWRIGHTS RESIDENCY INC: $5,000 · Arts & CultureSUN VALLEY PLAYWRIGHTS RESIDENC…THE LIBERTY THEATRE COMPANY: $5,000 · Arts & CultureTHE LIBERTY THEATRE COMPANYGRAND PIANO SERIES INC: $3,000 · Arts & CultureGRAND PIANO SERIES INC+5 more: $4,500 · Arts & Culture+5 moreFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC: $18,586 · EducationFLORIDA INTERNATIONAL U…University of Miami: $5,500 · EducationUniversity of MiamiSUN VALLEY WELLNESS INSTITUTE: $5,000 · EducationSUN VALLEY WELLNESS INS…RANSOM EVERGLADES SCHOOL INC: $2,000 · EducationRANSOM EVERGLADES SCHOO…+2 more: $1,000 · EducationSERAPHIC FIRE INC: $16,500 · Human ServicesSERAPHIC FIR…ST LUKE'S WOOD RIVER FOUNDATION INC: $7,500 · HealthMITCHELL WOLFSON SR FOUNDATION: $500 · PhilanthropyANIMAL SHELTER OF WOOD RIVER VALLEY DBA MOUNTAIN HUMANE: $500 · Animals
Other$54,044Arts & Culture$43,000Education$32,086Human Services$16,500Health$7,500Philanthropy$500Animals$500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC: $18,586 over 1y, 0.0% of budgetSERAPHIC FIRE INC: $16,500 over 5y, 0.3% of budgetGULFSHORE PLAYHOUSE INC: $13,000 over 4y, 0.1% of budgetSUN VALLEY CENTER FOR THE ARTS INC: $12,500 over 2y, 0.4% of budgetSUN VALLEY SUMMER SYMPHONY INC: $12,500 over 3y, 0.1% of budgetST LUKE'S WOOD RIVER FOUNDATION INC: $7,500 over 3y, 0.1% of budgetUniversity of Miami: $5,500 over 1y, 0.0% of budgetSUN VALLEY PLAYWRIGHTS RESIDENCY INC: $5,000 over 1y, 5.3% of budgetSUN VALLEY WELLNESS INSTITUTE: $5,000 over 1y, 1.7% of budgetTHE LIBERTY THEATRE COMPANY: $5,000 over 1y, 0.9% of budgetGRAND PIANO SERIES INC: $3,000 over 3y, 0.9% of budgetTHE CONSERVANCY OF SOUTHWEST FLORIDA: $2,500 over 2y, 0.0% of budgetRANSOM EVERGLADES SCHOOL INC: $2,000 over 2y, 0.0% of budgetARTIS-NAPLES INC: $1,000 over 1y, 0.0% of budgetLAUGHING STOCK THEATRE COMPANY: $1,000 over 1y, 0.5% of budgetWILD WEST WOMEN INC: $500 over 1y, 1.6% of budgetMITCHELL WOLFSON SR FOUNDATION: $500 over 1y, 0.0% of budgetANIMAL SHELTER OF WOOD RIVER VALLEY DBA MOUNTAIN HUMANE: $500 over 1y, 0.0% of budgetDESERT SCHOLARSHIP FOUNDATION: $500 over 1y, 0.0% of budgetNAPLES YACHT CLUB BLUE GAVEL SCHOLARSHIP SCHOLARSHIP FUND: $500 over 1y, 0.3% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Michael S Engl Family…Spur Community Founda…Vanguard Charitable E…Renaissance Charitabl…Morgan Stanley Global…National Philanthropi…The Bank of America C…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Michael S Engl Family Foundation IncID13.6× affinity4 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Michael S Engl Family Foundation Inc · Spur Community Foundation Inc · Vanguard Charitable Endowment Program · Renaissance Charitable Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Jeri L Wolfson Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Jeri L Wolfson Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 40%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 2%
  • University of Miami: 5% of income from government
  • Grand Piano Series Inc: 2% of income from government
  • Gulfshore Playhouse Inc: 0% of income from government
  • Seraphic Fire Inc: 0% of income from government
no gov moneyreceives it· size = income
4get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Jeri L Wolfson Foundation Inc?

Find your warmest path to Jeri L Wolfson Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 39 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Jeri L Wolfson’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home