WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-20
- IRS object ID
- 202502939349100110
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T14:14:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 CHAGRIN BLVD SUITE 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 | 2024-01-01 | 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) |
|---|---|---|
| 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 | 2167363357 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD DECKER | PreparerPersonNm |
| PTIN | P00083757 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2025-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,492,303 | 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 | $326,050 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $729,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $334,769 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $410,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,405 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $743 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $292,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,511 | CashBOYAmt |
| Cash EOY | $81,037 | CashEOYAmt |
| Cash EOYFMV | $81,037 | CashEOYFMVAmt |
| Other Investments BOY | $1,629,297 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,676,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,411,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,665,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,757,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,492,303 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,665,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,757,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,665,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,757,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,665,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,757,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,665,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,758,689 | SubtotalAmt |
| Other Decreases | $1,410 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,757,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $729,260 | GrossSalesPriceAmt |
| Cost Or Other Basis | $394,491 | CostOrOtherBasisAmt |
| Gain Or Loss | $334,769 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $334,769 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $334,769 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $289 | EsPenaltyAmt |
| Tax Due | $5,435 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID A WOLFORT | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 0.10 | $0 | $0 | $0 |
| DAVID A WOLFORT | ||||||||
| 5876 BURNHAM ROAD | NAPLES | FL | 34119 | DIRECTOR/SECRETARY/TREASURER | 0.10 | $0 | $0 | $0 |
| JUSTIN A WOLFORT | ||||||||
| 5876 BURNHAM ROAD | NAPLES | FL | 34119 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ANDREW F WOLFORT | ||||||||
| 5876 BURNHAM ROAD | NAPLES | FL | 34119 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ERICA R WOLFORT | ||||||||
| 5876 BURNHAM ROAD | NAPLES | FL | 34119 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,314,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,415,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,415,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,379,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,146 | TotalTaxAmt |
| Distributable Before Adj | $113,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,841 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $292,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $292,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $233,309 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,729 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,389 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,829 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $168,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $607,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $292,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $785,618 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $233,309 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $552,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,729 | ExcessFromYear4Amt |
| Excess From Year3 | $79,389 | ExcessFromYear3Amt |
| Excess From Year2 | $56,829 | ExcessFromYear2Amt |
| Excess From Year1 | $168,003 | ExcessFromYear1Amt |
| Excess From Current Year | $178,359 | ExcessFromCurrentYearAmt |
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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH T1D | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | GENERAL SUPPORT | $750 |
| CANCER ALLIANCE NETWORK | |||||||
| 3384 WOODS EDGE CIRCLE 102 | BONITA SPRINGS | FL | 34134 | N/A | PC | GENERAL SUPPORT | $150 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CLEVELAND JEWISH FEDERATION | |||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL SUPPORT | $26,400 |
| COMMUNITY FOUNDATION FOR COLLIER CO | |||||||
| 1110 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | N/A | PC | GENERAL SUPPORT | $1,100 |
| FOREVER R CHILDREN | |||||||
| BOX 1201 | AKRON | OH | 44320 | N/A | PC | GENERAL SUPPORT | $100 |
| FRIENDSHIP CIRCLE CLEVELAND | |||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL SUPPORT | $250 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 13815 COIT RD | CLEVELAND | OH | 44110 | N/A | PC | GENERAL SUPPORT | $500 |
| HIRAM HOUSE CAMP | |||||||
| 33775 HIRAM TRAIL | MORELAND HILLS | OH | 44022 | N/A | PC | GENERAL SUPPORT | $11,000 |
| IBU FOUNDATION | |||||||
| 183B KING ST | CHARLESTON | SC | 29401 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MALTZ MUSEUM | |||||||
| 2929 RICHMOND RD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MORELAND HILLS POLICE & EMPLOYEE FOUNDATION | |||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | N/A | PC | GENERAL SUPPORT | $250 |
| NAPLES SHELTER FOR WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | N/A | PC | GENERAL SUPPORT | $1,000 |
| OHIO UNIVERSITY | |||||||
| PO BOX 869 | ATHENS | OH | 45701 | N/A | PC | GENERAL SUPPORT | $55,000 |
| OUR MOTHERS HOUSE | |||||||
| 207 HARBOR DR N | VENICE | FL | 34285 | N/A | PC | GENERAL SUPPORT | $200 |
| SHELTER THE PEOPLE CLEVELAND | |||||||
| 4843 WENDELL AVENUE | CLEVELAND | OH | 44127 | N/A | PC | GENERAL SUPPORT | $100 |
| SWFL COALITION AGAINST HUMAN TRAFFICKING | |||||||
| 6900-29 DANIELS PARKWAY 358 | FORT MYERS | FL | 33912 | N/A | PC | GENERAL SUPPORT | $200 |
| THE CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL SUPPORT | $50,000 |
| THE MOVEMENT PROJECT | |||||||
| 21547 LORAIN RD | FAIRVIEW PARK | OH | 44126 | N/A | PC | GENERAL SUPPORT | $100 |
| THE SHUL | |||||||
| 30799 PINETREE ROAD 401 | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY HOSPITAL OF CLEVELAND | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL SUPPORT | $100,000 |
| WE'RE BRIDGING THE GAP | |||||||
| 16790 LORAIN ST | CHAGRIN FALLS | OH | 44023 | N/A | PC | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,194 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,413 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | $326,050 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHS OLYMPIC STEEL INC COM STOCK | NoncashPropertyDesc |
| Fair Market Value | $326,050 | FairMarketValueAmt |
| Received | 2024-03-04 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TR S&P 500 | AT COST | $109,528 | $127,217 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | AT COST | $115,610 | $119,375 |
| ISHARES CORE S&P 500 ETF | AT COST | $665,446 | $1,126,734 |
| ISHARES CORE S&P MID-CAP ETF | AT COST | $169,705 | $302,951 |
| ISHARES CORE S&P SMALL-CAP | AT COST | $86,209 | $139,531 |
| ISHARES TRUST CORE MSCI EAFE ETF | AT COST | $183,227 | $188,913 |
| MAI MANAGED VOL INCOME INSTL | AT COST | $78,152 | $89,237 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | AT COST | $53,410 | $54,586 |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | AT COST | $157,398 | $200,138 |
| VERSUS CAPITAL REAL ASSETS CL I | AT COST | $57,557 | $62,584 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $1,410 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,977 | Amt |
| Net Investment Income | $13,977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX LIABILITY | $10,662 | $0 | $0 |
| FOREIGN TAXES PAID | $743 | $743 | $0 |
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