WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-08
IRS object ID: 202133129349100018
Schema version: 2020v4.1
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 Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-08T08:11:59-06:00	ReturnTs
Tax Period End	2020-12-31	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	441225450	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	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	2021-11-06	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)
Preparer Person	W Edward Decker CPAMT	PreparerPersonNm
PTIN	P00083757	PTIN
Phone	2168311200	PhoneNum
Preparation	2021-11-04	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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,244,341	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	$381,517	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$11,357	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$11,357	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$3,255	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$69,089	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$389,619	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,357	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$4,836	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,836	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,418	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2,346	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$200	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$7,382	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,836	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,418	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$125,650	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$125,650	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$133,032	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,836	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$128,068	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$256,587	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,521	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$49,471	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$14,351	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$14,351	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$649,215	CorporateStockBOYAmt
Corporate Stock EOY	$749,047	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,202,757	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$29,875	CorporateBondsBOYAmt
Corporate Bonds EOY	$27,549	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$27,233	CorporateBondsEOYFMVAmt
Total Assets BOY	$728,561	TotalAssetsBOYAmt
Total Assets EOY	$790,947	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,244,341	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$728,561	RetainedEarningBOYAmt
Retained Earning EOY	$790,947	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$728,561	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$790,947	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$728,561	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$790,947	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$728,561	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$256,587	ExcessRevenueOverExpensesAmt
Other Increases	$2,920	OtherIncreasesAmt
Subtotal	$988,068	SubtotalAmt
Other Decreases	$197,121	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$790,947	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
2,009.812 SHS FIDELITY ADVISOR REAL ESTATE INCOME	2020-01-01	2020-04-23	$19,555	$25,022	-$5,467	-$5,467
3.726 SHS RMB MENDON FIN SERVICES CL	2019-12-12	2020-06-19	$95	$176	-$81	-$81
438.831 SHS RMB MENDON FIN SERVICES CL	2020-01-01	2020-06-10	$12,820	$20,751	-$7,931	-$7,931
1962.43 SHS STONERIDGE REINSURACRISK PREM INTERVAL	2012-12-10	2020-12-31	$17,859	$23,014	-$5,116	-$5,155
158.428 SHS TOUCHSTONE	2014-01-31	2020-08-24	$4,996	$3,420	$1,576	$1,576
CAPITAL GAIN DIVIDENDS					$13,764		P
CAPITAL GAIN DIVIDENDS					$13,764		P
CAPITAL GAIN DIVIDENDS					$13,764		P
CAPITAL GAIN DIVIDENDS					$13,764		P
CAPITAL GAIN DIVIDENDS					$13,764		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$3,255	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$91	InvestmentIncomeExciseTaxAmt
Subtotal	$91	SubtotalAmt
Tax Based On Investment Income	$91	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$500	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$500	TotalPaymentsAndCreditsAmt
Overpayment	$409	OverpaymentAmt
Applied To ES Tax	$409	AppliedToESTaxAmt

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	$0
David A Wolfort
5876 Burnham Road	Naples	FL	34119	director/secretary/treasurer	0.0	$0	$0	$0
Justin A Wolfort
5876 Burnham Road	Naples	FL	34119	director	0.0	$0	$0	$0
Andrew F Wolfort
5876 Burnham Road	Naples	FL	34119	director	0.0	$0	$0	$0
Erica R Wolfort
5876 Burnham Road	Naples	FL	34119	director	0.0	$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	$1,164,796	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$21,592	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,186,388	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,186,388	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$17,796	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,168,592	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$58,430	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$58,430	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$91	TaxBasedOnInvestmentIncomeAmt
Total Tax	$91	TotalTaxAmt
Distributable Before Adj	$58,339	DistributableBeforeAdjAmt
Distributable Before Ded	$58,339	DistributableBeforeDedAmt
Distributable As Adjusted	$58,339	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$128,068	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	$128,068	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$128,068	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$58,339	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$180,326	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$139,117	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$243,869	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$163,957	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$233,309	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$960,578	TotalExcessDistributionCyovAmt
Qualifying Distributions	$128,068	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$58,339	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$69,729	RemainingDistriFromCorpusAmt
Total Corpus	$1,030,307	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$180,326	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$849,981	ExcessDistriCyovToNextYrAmt
Excess From Year4	$139,117	ExcessFromYear4Amt
Excess From Year3	$243,869	ExcessFromYear3Amt
Excess From Year2	$163,957	ExcessFromYear2Amt
Excess From Year1	$233,309	ExcessFromYear1Amt
Excess From Current Year	$69,729	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 (19 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.	$60,000
CLEVELAND JEWISH FEDERATION
25701 SCIENCE PARK DR	BEACHWOOD	OH	44122	NONE	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$25,000
OHIO UNIVERSITY
PO BOX 869	ATHENS	OH	45701	NONE	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$7,650
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVE	CLEVELAND	OH	44106	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$20,000
JOEL'S PLACE FOR CHILDREN
25425 LAKE ROAD	BAY VILLAGE	OH	44140	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$150
PANCREATIC CANCER ACTION NETWORK
1500 ROESCRANS AVENUE	MANHATTAN BEACH	CA	90266	NONE	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$500
Achievement Center For Child
4255 Northfield Rd	Highland Hills	OH	44128	NONE	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$1,000
Wviz Pbs
1375 Euclid Ave	Cleveland	OH	44115	NONE	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$150
The Shul
30799 PINETREE ROAD 401	PEPPER PIKE	OH	44124	NONE	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$2,500
Alliance for Period Supplies of SWFL
PO Box 413005-65	Naples	FL	34101	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$100
PLANNED PARENTHOOD
206 E State Street	Columbus	OH	43215	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$500
Mutt Madness of the Ms Delta
102 Morgan Rd	Greenville	MS	38701	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$5,000
Naples Therapeudic Riding Center
206 Ridge Dr	Naples	FL	34108	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$400
Community Foundation of Collier County
1110 Pine Ridge Rd STE 200	Naples	FL	34108	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$1,000
Ideastream Public Media
1375 Euclid Avenue	Cleveland	OH	44115	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$100
Soul to Sole
1290 Bassett Road No 5	Westlake	OH	44145	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$100
Shelter for Abused Women & Children
PO Box 10102	Naples	FL	34101	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$400
Greater Cleveland Food Bank
15500 S Waterloo Rd	Cleveland	OH	44110	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$1,000
Chagrin Falls Park & Community Center
7060 Woodland Ave	Chagrin Falls	OH	44023	none	PC	TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$125,650	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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$11,357	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$3,255	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	$8,102	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8,102	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	$381,517	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIDELITY INVESTMENTS	BondNm
EOY Book Value	$27,549	EOYBookValueAmt
EOYFMV	$27,233	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY INVESTMENTS	$654,651	$956,032
MERRILL LYNCH	$94,396	$246,725

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BASIS ADJUSTMENT ON DONATED STOCK	Desc
Amt	$197,121	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OHIO SECRETARY OF STATE	Desc
Revenue And Expenses Per Books	$200	RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK/TAX DIFFERENCE	Desc
Amt	$2,920	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$4,836	Amt
Net Investment Income	$4,836	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,418	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAX LIABILITY	CategoryTxt
Amt	$2,346	Amt

WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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