WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-18
- IRS object ID
- 201931699349100808
- Schema version
- 2018v3.1
- 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 | 2019-06-18T12:32:04-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SPRINGSIDE DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas Kotick | PreparerPersonNm |
| PTIN | P00235542 | PTIN |
| Phone | 3306689696 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.142.126.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34986720191695000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B28E58C40CDE8F1CB71198E9001BF387A4ADDFFF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B28E58C40CDE8F1CB71198E9001BF387A4ADDFFF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $727,050 | 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 | $233,340 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,199 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,660 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $268,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,909 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,554 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,277 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $64 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,228 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,228 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $540,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $591,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $621,483 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,499 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,511 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,339 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $645,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $699,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $727,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $645,759 | RetainedEarningBOYAmt |
| Retained Earning EOY | $699,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $645,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $699,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $645,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $699,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $645,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $710,951 | SubtotalAmt |
| Other Decreases | $11,686 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $699,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | $45,135 | $50,289 | -$5,154 | -$5,154 | |
| FIDELITY INVESTMENTS - OLYMPIC STEEL | $95,988 | $85,250 | $10,738 | $10,738 | |
| CAPITAL GAIN DIVIDENDS | $15,076 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,660 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $284,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $818,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.347447 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $176,746 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $761,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.232 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $221,073 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $820,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.269571 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $135,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $667,221 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.202557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,969 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $440,790 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.23587 | DistributionYr5Rt |
| Total Distribution | 1.287445 | TotalDistributionRt |
| Average Distribution | 0.257489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $731,723 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $188,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $302 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,713 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,241 | 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 | $302 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $302 | SubtotalAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $450 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $450 | TotalPaymentsAndCreditsAmt |
| Overpayment | $148 | OverpaymentAmt |
| Applied To ES Tax | $148 | 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 | 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 | 5.0 | $0 | $0 | $0 |
| David A Wolfort | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director/secretary/treasurer | 5.0 | $0 | $0 | $0 |
| Justin A Wolfort | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director | 1.0 | $0 | $0 | $0 |
| Andrew F Wolfort | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director | 1.0 | $0 | $0 | $0 |
| Erica R Wolfort | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director | 1.0 | $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 | $722,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $742,866 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $742,866 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $731,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $302 | TotalTaxAmt |
| Distributable Before Adj | $36,284 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,241 | 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 | $200,241 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $302 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,939 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,781 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $102,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $180,326 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,117 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $243,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $748,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $36,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,957 | RemainingDistriFromCorpusAmt |
| Total Corpus | $912,255 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $82,781 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $829,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,205 | ExcessFromYear4Amt |
| Excess From Year3 | $180,326 | ExcessFromYear3Amt |
| Excess From Year2 | $139,117 | ExcessFromYear2Amt |
| Excess From Year1 | $243,869 | ExcessFromYear1Amt |
| Excess From Current Year | $163,957 | 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 | 70 RIDGECREEK TRAIL | AddressLine1Txt |
| City | MORELAND HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | 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 | CURRENTLY THE ORGANIZATION DOES NOT 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIRTHRIGHT GEAUGA INC | ||||||||
| 209 CENTER ST UNIT A | CHARDON | OH | 44024 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| THE CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $62,100 | |
| 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 | |
| THE SHUL | ||||||||
| 30799 PINETREE ROAD 401 | PEPPER PIKE | OH | 44124 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 | |
| OHIO UNIVERSITY | ||||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $21,000 | |
| CHARLOTTE GOLDBERG COMMUNITY | ||||||||
| 3300 MAYFIELD ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 | |
| FREEDOM WATERS FOUNDATION | ||||||||
| 895 10TH STREET | NAPLES | FL | 34102 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | 302 |
| HABITAT FOR HUMANITY | ||||||||
| 2110 W 110TH STREET | Cleveland | OH | 44102 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| HAWKEN SCHOOL | ||||||||
| 5000 Clubside Rd | Lynhurst | OH | 44124 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $50,000 | |
| HOLOCAUST MUSEUM | ||||||||
| 2929 RICHMOND AVENUE | BEACHWOOD | OH | 44122 | None | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 | |
| JOEL'S PLACE FOR CHILDREN | ||||||||
| 25425 LAKE ROAD | BAY VILLAGE | OH | 44140 | none | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 | |
| MAGNOLIA CLUBHOUSE | ||||||||
| 11101 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | None | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 | |
| 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. | $250 | |
| NAPLES SHELTER FOR ABUSED WOMEN & CHILDREN | ||||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $400 | |
| NATIONAL RUNAWAY SAFELINE | ||||||||
| 3141 N LINCOLN AVENUE | CHICAGO | IL | 60657 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $6,000 | |
| 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 | |
| THE TREEHOUSE OHIO | ||||||||
| 689 BROADVIEW AVENUE | BEDFORD | OH | 44146 | 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 | $197,900 | 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 | $14,249 | 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 | $20,660 | 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 | $34,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,909 | 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 | $233,340 | 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 | $50,511 | EOYBookValueAmt |
| EOYFMV | $48,339 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $591,526 | EOYBookValueAmt |
| EOYFMV | $621,483 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $11,686 | 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 | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,554 | Amt |
| Net Investment Income | $4,554 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,277 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $128 | $128 | $64 |
| 2017 FEDERAL TAX LIABILITY | $275 |
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