2022-09-28T10:27:28-05:00 2021-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990PF 2021-01-01 203886434 Wolfort Family Foundation % DAVID A WOLFORT WOLF 2167363357 5876 Burnham Road Naples FL 34119 David Wolford President 2168311200 2022-09-23 true David Wolford 999009999 W Edward Decker CPAMT P00083757 2168311200 2022-09-22 2 2021 2022-09-23 18:48:47Z X 1798006 X 213990 17765 521055 858577 521055 752810 521055 0 9403 9403 4701 200 9603 9403 4701 125000 125000 134603 9403 129701 618207 511652 14351 56870 56870 749047 1178854 1741136 27549 0 0 790947 1235724 1798006 0 0 X 790947 1235724 790947 1235724 790947 1235724 790947 618207 200 1409354 173630 1235724 .534 MAI MANAGED VOL INCOME ISTL 2020-12-29 2021-06-07 7 7 2,455.813 RIVERPARK FLOATING RATE CMBS FUND 2020-04-23 2021-04-07 22036 20619 1417 1417 6.000 ISHARES S&P 500 2019-12-31 2021-08-02 2655 1935 720 720 18,509 SHS OLYMPIC STEEL INC 2003-10-31 2021-03-10 490251 94396 395855 395855 3,000 SHS OLYMPIC STEEL INC 2003-10-31 2021-05-13 102384 15300 87084 87084 MERRILL LYNCH - 2603 2021-04-07 2021-12-31 189198 193693 -4055 -4495 20.00 CELLNEX TELECOM 2021-05-04 2021-05-04 24 24 BROOKFIELD ASSET MGMT 16 16 16 20.00 ISHARES TRUST CORE 2019-12-31 2021-10-12 1482 1300 182 182 295.466 MAI MANAGED VOL INCOME 2019-12-31 2021-06-07 3969 3615 354 354 84.063 STONERIDGE REINSURANCE 2015-12-10 2021-02-26 3264 4255 -991 -991 55.365 STONERIDGE REINSURANCE 2016-12-08 2021-05-21 2201 2802 -601 -601 521055 7112 7112 7112 409 0 409 6703 false false false false false false false true true OH true false false false false true n/a DAVID A WOLFORT 2167363357 5876 BURNHAM ROAD Naples FL 34119 false false false false false false false false false false false false false false false false false false false false 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 1073660 92310 0 1165970 0 1165970 17490 1148480 57424 57424 7112 7112 50312 50312 50312 129701 0 0 0 0 129701 50312 0 2019 2018 2017 0 139117 243869 163957 233309 69729 849981 129701 0 50312 79389 929370 0 0 0 0 139117 790253 243869 163957 233309 69729 79389 DAVID A WOLFORT DAVID WOLFORT 5876 BURNHAM ROAD NAPLES FL 34119 2167363357 A LETTER DETAILING THE ORGANIZATION AND PURPOSE OF THE REQUEST. THE ORGANIZATION DOES NOT CURRENTLY HAVE A SUBMISSION DEADLINE. THE AWARDS MUST BE USED WITHIN THE UNITED STATES OF AMERICA OR ITS POSSESSIONS AND MUST BE USED FOR CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES. THE CLEVELAND ORCHESTRA 11001 EUCLID AVE CLEVELAND OH 44106 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 50150 CLEVELAND JEWISH FEDERATION 25701 SCIENCE PARK DR BEACHWOOD OH 44122 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 25000 OHIO UNIVERSITY PO BOX 869 ATHENS OH 45701 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 6000 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 20000 Multiple Mylomia Research Foundation 383 Main Ave 5 Norwalk CT 06851 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 5000 Hiram House 33775 Hiram Trail Moreland Hills OH 44022 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 150 Transplant House of Cleveland 2032 E 115th St Cleveland OH 44106 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 200 Ideal Stream 1375 Euclid Ave Cleveland OH 44115 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 300 The Shul 30799 PINETREE ROAD 401 PEPPER PIKE OH 44124 NONE PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 5000 Piano Cleveland 20600 Chagrin Blvd Suite 1110 Shaker Heights OH 44122 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 1750 Planned Parenthood 206 E State Street Columbus OH 43215 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 300 Center for ArabAmerican Philosophy 2651 Saulino Ct Dearborn MI 48120 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 3000 100 Women Foundation PO Box 3418 Los Altos CA 94024 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 200 Shelter for Abused Women & Children PO Box 10102 Naples FL 34101 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 650 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. 300 National Runaway Safeline 3141 N Lincoln Ave Chicago IL 60657 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 5000 The Gathering Place 23300 Commerce Park Beachwood OH 44122 none PC TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. 2000 125000 14 17765 18 521055 538820 538820 false false false false false false false false false false X X 1 DAVID WOLFORT 5876 Burnham Road Naples FL 34119 104790 X 2 DAVID WOLFORT 5876 Burnham Road Naples FL 34119 109200 X 1 3,000 SHS OLYMPIC STEEL INC 104790 2021-05-11 2 5,000 SHS OLYMPIC STEEL INC 109200 2021-12-13 FIDELITY INVESTMENTS 0 0 FIDELITY INVESTMENTS 741570 1270910 MERRILL LYNCH 437284 470226 BASIS ADJUSTMENT ON DONATED STOCK 173190 BOOK/TAX DIFFERENCE - WASH SALE 440 OHIO SECRETARY OF STATE 200 BOOK/TAX DIFFERENCE 200 INVESTMENT ADVISORY FEES 9403 9403 4701 FEDERAL TAX LIABILITY