WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-26
- IRS object ID
- 202402709349101310
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-26T11:31:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 Chagrin Blvd 210 | AddressLine1Txt |
| City | Woodmere | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203886434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wolfort Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID A WOLFORT | InCareOfNm |
| Business Name Control | WOLF | BusinessNameControlTxt |
| Phone | 2167363357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5876 Burnham Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Wolfort | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2168311200 | PhoneNum |
| Signature | 2024-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W Edward Decker CPAMT | PreparerPersonNm |
| PTIN | P00083757 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,146,670 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $301,740 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,626 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $676,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $783,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $676,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,015,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $714,117 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,770 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,744 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,127 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,897 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,897 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $749,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $702,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,511 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,122,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,629,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,110,159 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,188,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,665,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,146,670 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,188,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,665,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,188,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,665,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,188,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,665,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,188,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $749,343 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,937,661 | SubtotalAmt |
| Other Decreases | $271,853 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,665,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100.00 ISHARES CORE S&P | 2023-01-17 | 2023-11-29 | $25,530 | $25,645 | -$115 | -$115 | |
| 10,000 SHS OLYMPIC STEEL INC | 2007-03-12 | 2023-01-17 | $431,193 | $51,000 | $380,193 | $380,193 | |
| 1,995 SHS OLYMPIC STEEL INC | 2007-03-12 | 2023-08-14 | $99,727 | $10,175 | $89,552 | $89,552 | |
| 4,005 SHS OLYMPIC STEEL INC | 2007-03-12 | 2023-11-17 | $220,403 | $20,426 | $199,977 | $199,977 | |
| CAPITAL GAIN DIVIDENDS | $6,884 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,884 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,884 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,884 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $676,491 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,761 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,761 | SubtotalAmt |
| Tax Based On Investment Income | $9,761 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $9,794 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A WOLFORT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2167363357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5876 BURNHAM ROAD | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Barbara V Wolfort | ||||||||
| 5876 Burnham Road | Naples | FL | 34119 | director/president | 0 | $0 | $0 | $0 |
| David A Wolfort | ||||||||
| 5876 Burnham Road | Naples | FL | 34119 | director/secretary/treasurer | 0 | $0 | $0 | $0 |
| Justin A Wolfort | ||||||||
| 5876 Burnham Road | Naples | FL | 34119 | director | 0 | $0 | $0 | $0 |
| Andrew F Wolfort | ||||||||
| 5876 Burnham Road | Naples | FL | 34119 | director | 0 | $0 | $0 | $0 |
| Erica R Wolfort | ||||||||
| 5876 Burnham Road | Naples | FL | 34119 | director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,877,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,944,326 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,944,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,915,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,761 | TotalTaxAmt |
| Distributable Before Adj | $85,997 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,997 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,997 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $254,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $163,957 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $233,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,729 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,389 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,829 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $603,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $85,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $168,003 | RemainingDistriFromCorpusAmt |
| Total Corpus | $771,216 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $163,957 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $607,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $233,309 | ExcessFromYear4Amt |
| Excess From Year3 | $69,729 | ExcessFromYear3Amt |
| Excess From Year2 | $79,389 | ExcessFromYear2Amt |
| Excess From Year1 | $56,829 | ExcessFromYear1Amt |
| Excess From Current Year | $168,003 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A WOLFORT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID WOLFORT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5876 BURNHAM ROAD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2167363357 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER DETAILING THE ORGANIZATION AND PURPOSE OF THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE ORGANIZATION DOES NOT CURRENTLY HAVE A SUBMISSION DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE AWARDS MUST BE USED WITHIN THE UNITED STATES OF AMERICA OR ITS POSSESSIONS AND MUST BE USED FOR CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $50,050 |
| CLEVELAND JEWISH FEDERATION | |||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $35,000 |
| The Shul | |||||||
| 30799 PINETREE ROAD 401 | PEPPER PIKE | OH | 44124 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 |
| Moreland Hills Police & Employee Foundation | |||||||
| 4350 SOM Center Road | Moreland Hills | OH | 44022 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 |
| The Shelter for Abused Women and Children | |||||||
| PO Box 10102 | Naples | FL | 34101 | none | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 |
| Hope for Kids Geauga | |||||||
| 8584 E Washington St Unit 123 | Chagrin Falls | OH | 44023 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 |
| Alzheimer's Association of Cleveland | |||||||
| 23215 Commerce Park Rd Ste 300 | Beachwood | OH | 44122 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $200 |
| Make-A-Wish Ohio | |||||||
| 6060 Rockside Woods Blvd N 315 | Independence | OH | 44131 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 |
| Ohio University | |||||||
| PO Box 869 | Athens | OH | 45701 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $6,000 |
| First Tee Cleveland | |||||||
| 3883 Washington Park Blvd Newburgh | Cleveland | OH | 44105 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 |
| Champions for Learning Wings | |||||||
| 3606 Enterprise Ave Suite 150 Napl | Naples | FL | 34104 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $150 |
| Partners for Breast Cancer | |||||||
| 9470 Healthpark Cir Fort Myers | Fort Myers | FL | 33908 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $150 |
| The Wonder Gardens | |||||||
| 27180 Old 41 Rd | Bonita Springs | FL | 34135 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $500 |
| Community Foundation for Collier Co | |||||||
| 1110 Pine Ridge Rd Ste 200 | Naples | FL | 34108 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $2,100 |
| Garquio Education Center | |||||||
| 9421 Bainbridge Rd | Chagrin Falls | OH | 44023 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 |
| Life act | |||||||
| 210 Bell St | Chagrin Falls | OH | 44022 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 |
| Laces of Love | |||||||
| 18640 Mack Ave | Grosse Pointe Farms | MI | 48236 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $200 |
| Teens with Purpose | |||||||
| 14931 Carol Dr | Maple Heights | OH | 44137 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 |
| Tunnels to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 |
| Maltz Museum | |||||||
| 2929 Richmond Rd | Beachwood | OH | 44122 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 |
| Cleveland Clinic Foundation | |||||||
| 9500 Euclid Ave | Cleveland | OH | 44195 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 |
| Carmela Rose | |||||||
| 4100 Franklin Boulevard | Cleveland | OH | 44113 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 |
| The Musical Arts Assn | |||||||
| 11001 Euclid Ave | Cleveland | OH | 44106 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $15,000 |
| Case Western Reserve University | |||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $25,000 |
| Naples Shelter for Women | |||||||
| PO Box 10102 | Naples | FL | 34101 | NONE | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $400 | |
| Ibu Foundation | |||||||
| 183B King St | Charleston | SC | 29401 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 |
| University Hospital of Cleveland | |||||||
| 11100 Euclid Ave | Cleveland | OH | 44106 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,626 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $676,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $714,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $714,117 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID WOLFORT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5876 Burnham Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $301,740 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,000 SHS OLYMPIC STEEL INC COM STOCK | NoncashPropertyDesc |
| Fair Market Value | $301,740 | FairMarketValueAmt |
| Received | 2023-08-14 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $1,629,297 | EOYBookValueAmt |
| EOYFMV | $2,110,159 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT ON DONATED STOCK | $271,140 |
| BOOK/TAX DIFFERENCE | $713 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,770 | Amt |
| Net Investment Income | $10,770 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX LIABILITY | $617 | |
| FOREIGN TAXES PAID | $1,127 | $1,127 |
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