WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201633199349101863
- Schema version
- 2015v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:24:36-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W Edward Decker | PreparerPersonNm |
| PTIN | P00083757 | PTIN |
| Phone | 3306689696 | PhoneNum |
| Preparation | 2016-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $737,264 | 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 | $180,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,040 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,282 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,282 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $4,282 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$738 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,322 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,282 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $4,339 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,339 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,170 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $531 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,384 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,384 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,861 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,818 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,202 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,870 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,282 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,160 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $765,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $682,147 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $641,797 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $61,268 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $116,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $91,307 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $58,092 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $915,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $737,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $915,472 | RetainedEarningBOYAmt |
| Retained Earning EOY | $802,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $915,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $802,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $915,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $802,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $915,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,724 | ExcessRevenueOverExpensesAmt |
| Subtotal | $854,748 | SubtotalAmt |
| Other Decreases | $51,977 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $802,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 2014-12-30 | 2015-08-21 | $28,026 | $35,515 | -$7,489 | -$7,489 |
| FIDELITY INVESTMENTS | 2014-01-17 | 2015-06-08 | $275,083 | $283,700 | -$8,617 | -$8,617 |
| 13616 BELLESHIRE AVENUE | 2012-01-01 | 2015-09-25 | $33,750 | $56,708 | -$22,958 | -$22,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,970 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $667,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.202557 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,969 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $440,790 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.23587 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,273 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $429,182 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.270918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,639 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $260,439 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.348024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,998 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $483,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.148846 | DistributionYr5Rt |
| Total Distribution | 1.206215 | TotalDistributionRt |
| Average Distribution | 0.241243 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $820,091 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $197,841 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $221,202 | 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 | $129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $129 | SubtotalAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $84 | TotalPaymentsAndCreditsAmt |
| Tax Due | $45 | 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 |
|---|---|---|---|---|---|---|
| barbara v wolfort | ||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director/president | 5.0 | $0 |
| david a wolfort | ||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director/secretary/treasurer | 5.0 | $0 |
| justin a wolfort | ||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director | 1.0 | $0 |
| andrew f wolfort | ||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director | 1.0 | $0 |
| erica r wolfort | ||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | director | 1.0 | $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 | $14,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $776,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,638 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $832,580 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $832,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $820,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129 | TotalTaxAmt |
| Distributable Before Adj | $40,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,202 | 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 | $221,202 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $129 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $221,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,876 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $48,017 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,769 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,781 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $405,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $221,202 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $180,326 | RemainingDistriFromCorpusAmt |
| Total Corpus | $586,316 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,017 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $538,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,769 | ExcessFromYear4Amt |
| Excess From Year3 | $95,218 | ExcessFromYear3Amt |
| Excess From Year2 | $82,781 | ExcessFromYear2Amt |
| Excess From Year1 | $102,205 | ExcessFromYear1Amt |
| Excess From Current Year | $180,326 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Joels Place for Children | ||||||||
| 36408 N Reserve Cir | Avon | OH | 44011 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | |
| Hawken School | ||||||||
| 12465 County Line Rd | Gates Mills | OH | 44040 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $51,000 | |
| WCCO | ||||||||
| 90 S 11TH ST | MINNEAPOLIS | MN | 55403 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $75 | |
| COLLIER HARVEST FOUNDATION | ||||||||
| 4551 MERCANTILE AVE | NAPLES | FL | 34104 | 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. | $52,300 | |
| VOICES FOR KIDS | ||||||||
| 2075 WEST FIRST STREET | FORT MYERS | FL | 33901 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| MATTHEW SALEM CAMP | ||||||||
| PO BOX 670178 | NORTHFIELD | OH | 44067 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $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. | $22,000 | |
| THE CLEVELAND ORCHESTRA MIAMI | ||||||||
| 1444 BISCAYNE BLVD 302 | MIAMI | FL | 33132 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $10,000 | |
| BREAKFAST CLUB | ||||||||
| 100 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $180 | |
| THE SHUL | ||||||||
| 30799 PINETREE ROAD 401 | PEPPER PIKE | OH | 44124 | NONE | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $2,500 | ||
| NATIONAL RUNAWAY SAFELINE | ||||||||
| 3141 N LINCOLN AVE | CHICAGO | IL | 60657 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $5,850 | |
| HANDS HEARTS HOME OUTREACH | ||||||||
| 5525 HARPER RD | SOLON | OH | 44139 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| TWO FOUNDATION | ||||||||
| 8410 EAST WASHINGTON STREET | CHAGRIN FALLS | OH | 44023 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $100 | |
| OHIO UNIVERSITY | ||||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $50,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $250 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $1,000 | |
| SYRACUSE UNIVERSITY | ||||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | NONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $750 | |
| INDIANA UNIVERSITY | ||||||||
| 107 S INDIANA AVE | BLOOMINGTON | IN | 47405 | nONE | PC | TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE. | $600 | |
| NEXT STEP PROGRAM | ||||||||
| 3746 PROSPECT AVENUE | CLEVELAND | OH | 44115 | 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 | $217,205 | 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 | $18,284 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$738 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$35,970 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$738 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$17,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,424 | 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 | $180,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| building | 2012-04-17 | $51,700 | $5,092 | M27 | $1,379 |
| Land | 2012-04-17 | $11,300 | L | ||
| Hoover HVAC | 2014-01-01 | $191 | $7 | M27 | $5 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | corporate bonds | BondNm |
| EOY Book Value | $116,464 | EOYBookValueAmt |
| EOYFMV | $91,307 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | cORPORATE STOCKS | StockNm |
| EOY Book Value | $682,147 | EOYBookValueAmt |
| EOYFMV | $641,797 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $51,977 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Ohio Secretary of State | $200 |
| OHIO FILING FEE | $25 |
| Rent and Royalty Expense | $3,636 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | investment advisory fees | CategoryTxt |
| Amt | $4,339 | Amt |
| Net Investment Income | $4,339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,170 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| federal tax payments | $438 | ||
| FOREIGN TAXES | $93 | $93 | $9 |
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