WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202032329349101308
- Schema version
- 2019v5.1
- 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 | 2020-08-19T15:21:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 70 Ridgecreek Trail | AddressLine1Txt |
| City | Moreland Hills | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WOLFORT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3306689696 | PhoneNum |
| Signature | 2020-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W Edward Decker CPAMT | PreparerPersonNm |
| PTIN | P00083757 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2020-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $899,810 | 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 | $298,420 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $318,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,708 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $500,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,662 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,275 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $584 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $67 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $226,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,471 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $591,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $649,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $827,347 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,511 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,875 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,992 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $699,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $728,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $899,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $699,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $728,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $699,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $728,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $699,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $728,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $699,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $226,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,591 | OtherIncreasesAmt |
| Subtotal | $948,554 | SubtotalAmt |
| Other Decreases | $219,993 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $728,561 | 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 |
|---|---|---|---|---|---|---|---|
| 28,257 CENTRUS ENERGY CORP BOND | 2012-05-10 | 2019-08-02 | $20,345 | $37,444 | -$17,099 | -$17,099 | |
| 800 DBX ETF TR | 2015-06-08 | 2019-12-31 | $26,915 | $24,386 | $2,529 | $2,529 | |
| 15 ISHARES CORE S&P | 2015-04-08 | 2019-07-03 | $2,936 | $2,289 | $647 | $647 | |
| 500 NVIDIA CORP | 2015-04-08 | 2019-06-15 | $76,403 | $10,589 | $65,814 | $65,814 | |
| 350 NVIDIA CORP | 2015-05-18 | 2019-10-31 | $70,106 | $7,312 | $62,794 | $62,794 | |
| 200 NVIDIA CORP | 2015-04-08 | 2019-12-31 | $46,801 | $4,236 | $42,565 | $42,565 | |
| 601.343 STONERIDGE REINSURANCE RISK PREM | 2014-12-18 | 2019-11-22 | $4,809 | $6,088 | -$1,279 | -$1,279 | |
| 2,520 SHS OLYMPIC STEEL INC | 1987-07-12 | 2019-12-13 | $44,351 | $12,852 | $31,499 | $31,499 | |
| 40 CENTRUS ENERGY CORP PFD | 2012-05-02 | 2019-06-19 | $12,700 | $25,968 | -$13,268 | -$13,268 | |
| CAPITAL GAIN DIVIDENDS | $13,506 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,708 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $199,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $731,723 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.273244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $818,025 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.347447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,746 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $761,837 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.232 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $221,073 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $820,091 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.269571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $667,221 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.202557 | DistributionYr5Rt |
| Total Distribution | 1.324819 | TotalDistributionRt |
| Average Distribution | 0.264964 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $781,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,970 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $208,923 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $270,392 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,970 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,970 | SubtotalAmt |
| Tax Based On Investment Income | $1,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,825 | 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 | 70 RIDGECREEK TRAIL | AddressLine1Txt |
| City | MORELAND HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | 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 | ||||||||
| 70 Ridgecreek Trail | Moreland Hills | OH | 44022 | director/president | 0 | $0 | $0 | $0 |
| David A Wolfort | ||||||||
| 70 Ridgecreek Trail | Moreland Hills | OH | 44022 | director/secretary/treasurer | 0 | $0 | $0 | $0 |
| Justin A Wolfort | ||||||||
| 70 Ridgecreek Trail | Moreland Hills | OH | 44022 | director | 0 | $0 | $0 | $0 |
| Andrew F Wolfort | ||||||||
| 70 Ridgecreek Trail | Moreland Hills | OH | 44022 | director | 0 | $0 | $0 | $0 |
| Erica R Wolfort | ||||||||
| 70 Ridgecreek Trail | Moreland Hills | OH | 44022 | 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 | $774,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $792,953 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $792,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $781,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,970 | TotalTaxAmt |
| Distributable Before Adj | $37,083 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,083 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,392 | 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 | $270,392 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,970 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $268,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,205 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,326 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,117 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $243,869 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $829,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,392 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $37,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $233,309 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,062,783 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $102,205 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $960,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,326 | ExcessFromYear4Amt |
| Excess From Year3 | $139,117 | ExcessFromYear3Amt |
| Excess From Year2 | $243,869 | ExcessFromYear2Amt |
| Excess From Year1 | $163,957 | ExcessFromYear1Amt |
| Excess From Current Year | $233,309 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $67,750 | |
| FRIENDS OF BREAKTHROUGH | ||||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | nONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $20,000 | SUITE 3103A |
| 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. | $55,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $20,100 | |
| HAWKEN SCHOOL | ||||||||
| 5000 Clubside Rd | Lynhurst | OH | 44124 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $50,000 | |
| JOEL'S PLACE FOR CHILDREN | ||||||||
| 25425 LAKE ROAD | BAY VILLAGE | OH | 44140 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| MORELAND HILLS POLICE & EMPLOYEES FOUNDATION | ||||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $500 | |
| NATIONAL RUNAWAY SAFELINE | ||||||||
| 3141 N LINCOLN AVENUE | CHICAGO | IL | 60657 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $11,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROESCRANS AVENUE | MANHATTAN BEACH | CA | 90266 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 | |
| Women United | ||||||||
| 1540 Rydalmount Rd | Cleveland | OH | 44118 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| Life Act | ||||||||
| 210 Bell St | Chagrin Falls | OH | 44022 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| Audubon Corkscrew Swamp Sanc | ||||||||
| 375 Sanctuary Rd W | Naples | FL | 34120 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| Florida Sheriffs Assoc | ||||||||
| 2617 Mahan Dr | Tallahassee | FL | 32308 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $150 | |
| Leket Israel | ||||||||
| PO Box 2090 | Teaneck | NJ | 07666 | 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. | $500 | |
| Aronson Cello Festival | ||||||||
| 1305 yellowstone Rd | Cleveland Heights | OH | 44121 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $500 | |
| Hopewell | ||||||||
| 9637 STATE ROUTE 534 | MIDDLEFIELD | OH | 44062 | 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. | $100 | |
| Maltz Muesum Of Jewish Herit | ||||||||
| 2929 Richmond Rd | Beachwood | OH | 44122 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,500 | |
| College now | ||||||||
| 1500 W 3rd St Suite 125 | Cleveland | OH | 44113 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 | |
| Haven home | ||||||||
| 7395 Rockingham Rd | Mentor | OH | 44060 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| The Augusta Chiwy Foundation | ||||||||
| 6345 Hibiscus Ct | Westerville | OH | 43081 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 | |
| The Shul | ||||||||
| 30799 PINETREE ROAD 401 | PEPPER PIKE | OH | 44124 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $2,500 | |
| The gathering place | ||||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,100 | |
| Pets for Vets | ||||||||
| 1808 S Taylor Rd | Cleveland Heights | OH | 44118 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| Staples Shelter | ||||||||
| 3660 Packard St | Ann Arbor | MI | 48108 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,050 | 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 | $13,954 | 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 | $187,708 | 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 | $201,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,662 | 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 | 70 RIDGECREEK TRAIL | AddressLine1Txt |
| City | MORELAND HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $298,420 | 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 | $29,875 | EOYBookValueAmt |
| EOYFMV | $22,992 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $649,215 | EOYBookValueAmt |
| EOYFMV | $827,347 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT ON DONATED STOCK | $218,432 |
| BOOK/TAX DIFFERENCE | $1,561 |
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 | ADJUST PRIOR YEAR COST BASIS | Desc |
| Amt | $22,591 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,550 | Amt |
| Net Investment Income | $4,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,275 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $134 | $134 | $67 |
| 2018 FEDERAL TAX LIABILITY | $450 |
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