WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-19
- IRS object ID
- 202312009349100711
- Schema version
- 2022v5.0
- 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 | 2023-07-19T13:13:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 23240 Chagrin Blvd Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 Wolford | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2168311200 | PhoneNum |
| Signature | 2023-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Wolford | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00083757 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2023-06-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,689,794 | 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 | $292,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $818,372 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,769 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $344,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,240 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,240 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,703 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,597 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,178,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,122,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,624,197 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,235,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,188,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,689,794 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,235,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,188,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,235,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,188,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,235,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,188,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,235,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,049 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,429,773 | SubtotalAmt |
| Other Decreases | $241,455 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,188,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| FIDELITY - 8378 | 2022-12-31 | $218,397 | $246,547 | -$28,150 | -$28,150 | |
| FIDELITY - 8378 | 2022-12-31 | $227,332 | $260,409 | -$33,077 | -$33,077 | |
| MERRILL LYNCH - 2603 | 2022-12-31 | $162,610 | $181,711 | -$17,921 | -$19,101 | |
| 105.00 UBS GROUP AG | 2022-04-20 | $26 | $26 | 2022-04-20 | ||
| MERRILL LYNCH - 2603 | 2022-12-31 | $73,003 | $88,655 | -$13,585 | -$15,652 | |
| WOODSIDE ENERGY GROUP | 2022-06-08 | $2 | $2 | 2022-06-08 | ||
| 1,452 SHS OLYMPIC STEEL INC | 2022-03-02 | $39,204 | $7,405 | $31,799 | $31,799 | |
| 3,548 SHS OLYMPIC STEEL INC | 2023-03-03 | $97,798 | $18,095 | $79,703 | $79,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,769 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $590 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $590 | SubtotalAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Tax Due | $617 | 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 | $1,491,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,575,354 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,575,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,551,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $590 | TotalTaxAmt |
| Distributable Before Adj | $76,996 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,996 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,996 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,825 | 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 | $133,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $243,869 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163,957 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $233,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,389 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $790,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $76,996 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,829 | RemainingDistriFromCorpusAmt |
| Total Corpus | $847,082 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $243,869 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $603,213 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,957 | ExcessFromYear4Amt |
| Excess From Year3 | $233,309 | ExcessFromYear3Amt |
| Excess From Year2 | $69,729 | ExcessFromYear2Amt |
| Excess From Year1 | $79,389 | ExcessFromYear1Amt |
| Excess From Current Year | $56,829 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $50,000 | |
| CLEVELAND JEWISH FEDERATION | ||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $37,000 | |
| The Shul | ||||||||
| 30799 PINETREE ROAD 401 | PEPPER PIKE | OH | 44124 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 | |
| Piano Cleveland | ||||||||
| 20600 Chagrin Blvd Suite 1110 | Shaker Heights | OH | 44122 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 | |
| Planned Parenthood | ||||||||
| 206 E State Street | Columbus | OH | 43215 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $900 | |
| Shelter for Abused Women & Children | ||||||||
| PO Box 10102 | Naples | FL | 34101 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,400 | |
| 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 Gathering Place | ||||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| Valerie's House | ||||||||
| 1762 Fowler St | Fort Myers | FL | 33901 | none | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $200 | |
| St Jude Children's Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | none | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 | |
| 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 | |
| The Cleveland Museum of Art | ||||||||
| 11150 East Blvd | Cleveland | OH | 44106 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $175 | |
| Case Comprehensive Cancer Center | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $20,000 | |
| Semper Fi and America's Fund | ||||||||
| 825 College Blvd | Oceanside | CA | 92057 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 | Suite 102 |
| Blessings in a Backpack | ||||||||
| 4121 Shelbyville Rd | Louisville | KY | 40207 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| The Enda House | ||||||||
| 2007 W 65th St | Cleveland | OH | 44102 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| The Rotary Foundation | ||||||||
| 14280 Collections Center Drive | Chicago | IL | 60693 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $150 | |
| Feed Thy Neighbor | ||||||||
| 7070 Immokalee Rd | Naples | FL | 34119 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| Hattie Larlham Center for Children | ||||||||
| 9772 Diagonal Rd | Mantua | OH | 44255 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| 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. | $150 | |
| 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. | $1,250 | |
| Ohio University | ||||||||
| PO Box 869 | Athens | OH | 45701 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 | |
| National Runaway Safeline | ||||||||
| 3141 N Lincoln Ave | Chicago | IL | 60657 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 | |
| The Ohio University Foundation | ||||||||
| 209 Konneker Alumni Center | Athens | OH | 45701 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 | |
| Kevin Guest House | ||||||||
| 782 Ellicott St | Buffalo | NY | 14203 | NONE | PF | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,825 | 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 | $33,948 | 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 | $18,769 | 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 | $52,717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,717 | 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 | $292,100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHS OLYMPIC STEEL INC | NoncashPropertyDesc |
| Fair Market Value | $292,100 | FairMarketValueAmt |
| Received | 2022-08-23 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $1,122,721 | $1,624,197 |
| MERRILL LYNCH | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT ON DONATED STOCK | $241,100 |
| BOOK/TAX DIFFERENCE | $355 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,240 | Amt |
| Net Investment Income | $10,240 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX LIABILITY | CategoryTxt |
| Amt | $6,703 | Amt |
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