WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201523149349100522
- Schema version
- 2014v5.0
- 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
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T11:04:26-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
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 | 443332434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 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 A WOLFORT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2167363357 | PhoneNum |
| Signature | 2015-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT LITTMAN | PreparerPersonNm |
| PTIN | P00058079 | PTIN |
| Phone | 3306689696 | PhoneNum |
| Preparation | 2015-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $889,681 | 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 | $264,510 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,545 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,977 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,977 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,139 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $389,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,840 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $279 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $279 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $298,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,641 | 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 | $3,742 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $584 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $136 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,887 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,887 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,951 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,951 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $152,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $388,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,783 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $258,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $765,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $736,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,088 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $61,268 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $64,704 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $63,191 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,099 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $59,788 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $58,092 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $58,092 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $757,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $915,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $889,681 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $757,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $915,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $757,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $915,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $757,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $915,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $757,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $152,232 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,554 | OtherIncreasesAmt |
| Subtotal | $915,472 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $915,472 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY-ST | P | 2014-01-23 | 2014-09-30 | $51,167 | $51,863 | -$696 | -$696 |
| FIDELITY-LT | P | 2006-04-20 | 2014-12-30 | $309,060 | $329,749 | -$20,689 | -$20,689 |
| MAI STRATEGIC | P | $176 | -$176 | -$176 | |||
| CAPITAL GAINS DIVIDENDS | P | $29,401 | $29,401 | $29,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,840 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,969 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $440,790 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.235870 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $429,182 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.270918 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,639 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $260,439 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.348024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,998 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $483,709 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.148846 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,061 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $458,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.198438 | DistributionYr5Rt |
| Total Distribution | 1.202096 | TotalDistributionRt |
| Average Distribution | 0.240419 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $667,221 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,413 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $84 | OverpaymentAmt |
| Applied To ES Tax | $84 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
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 | 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 |
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 | 5.00 | $0 | $0 | $0 |
| DAVID A WOLFORT | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | DIRECTOR/SECRETARY/TREASUR | 5.00 | $0 | $0 | $0 |
| JUSTIN A WOLFORT | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW F WOLFORT | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERICA R WOLFORT | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | DIRECTOR | 1.00 | $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 | $633,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $677,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $677,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $667,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $416 | TotalTaxAmt |
| Distributable Before Adj | $32,945 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,945 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,945 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,709 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,017 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,218 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $326,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,205 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $428,699 | 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 | $22,709 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $405,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,017 | ExcessFromYear4Amt |
| Excess From Year3 | $77,769 | ExcessFromYear3Amt |
| Excess From Year2 | $95,218 | ExcessFromYear2Amt |
| Excess From Year1 | $82,781 | ExcessFromYear1Amt |
| Excess From Current Year | $102,205 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION NM CHAPTER | ||||||||
| 900 MONTGOMERY BOULEVARD NE STE 121 | ALBUQUERQUE | NM | 87111 | NONE | NC | GENERAL PURPOSE | $100 | |
| BREAKFAST CLUB | ||||||||
| 100 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | NONE | NC | GENERAL PURPOSE | $250 | |
| CITY MUSIC CLEVELAND | ||||||||
| PO BOX 1930 | CLEVELAND | OH | 441060130 | NONE | NC | GENERAL PURPOSE | $1,200 | |
| CLEVELAND INTERNATIONAL PIANO COMPETITION | ||||||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | NC | GENERAL PURPOSE | $100 | |
| FRIENDS OF BREAKTHROUGH | ||||||||
| 1417 EAST 36TH STREET | CLEVELAND | OH | 44114 | NONE | NC | GENERAL PURPOSE | $1,000 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| MANDEL BLDG 25701 SCIENCE PARK | CLEVELAND | OH | 44122 | NONE | NC | GENERAL PURPOSE | $22,000 | DRIVE |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | NC | GENERAL PURPOSE | $1,000 | |
| NATIONAL RUNAWAY SAFELINE | ||||||||
| 3080 N LINCOLN AVE | CHICAGO | IL | 60657 | NONE | NC | GENERAL PURPOSE | $5,200 | |
| THE CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | NONE | NC | GENERAL PURPOSE | $245 | |
| THE CLEVELAND ORCHESTRA | ||||||||
| SEVERENCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | NC | GENERAL PURPOSE | $50,100 | |
| THE OHIO UNIVERSITY FOUNDATION | ||||||||
| PO BOX 869 | ATHENS | OH | 457010869 | NONE | NC | GENERAL PURPOSE | $50,000 | |
| WOMEN'S COMMITTEE OF THE CLEVELAND ORCHESTRA | ||||||||
| SEVERENCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | NC | GENERAL PURPOSE | $2,005 | |
| DREAM ON FOUNDATION | ||||||||
| 968 BRYAN DRIVE | SOUTH EUCLID | OH | 44121 | NONE | NC | GENERAL PURPOSE | $100 | |
| ELMIRA HIGH SCHOOL | ||||||||
| 24936 FIR GROVE LN | ELMIRA | OR | 97437 | NONE | NC | GENERAL PURPOSE | $500 | |
| FOUNDATIONS FOR WOMEN CANCER | ||||||||
| 230 W MONROE ST 2528 | CHICAGO | IL | 60606 | NONE | NC | GENERAL PURPOSE | $200 | |
| GLENDALE DISCOVERY GARDEN | ||||||||
| 10397 SPRINGFIELD PIKE | WOODLAWN | OH | 45215 | NONE | NC | GENERAL PURPOSE | $100 | |
| HUDDLE CONNECTION | ||||||||
| 6201 LEESBURG PIKE SUITE 405 | FALLS CHURCH | VA | 22044 | NONE | NC | GENERAL PURPOSE | $100 | |
| LAURAS HOME | ||||||||
| 18120 PURITAS AVE | CLEVELAND | OH | 44135 | NONE | NC | GENERAL PURPOSE | $100 | |
| MARC & RHONDA STEPHANSKI | ||||||||
| 7007 BROADWAY AVE | CLEVELAND | OH | 44105 | NONE | NC | GENERAL PURPOSE | $150 | |
| RIDE FOR WORLD HEALTH | ||||||||
| PO BOX 8234 | COLUMBUS | OH | 43201 | NONE | NC | GENERAL PURPOSE | $200 | |
| THE LEV ARSONON LEGACY | ||||||||
| 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | NONE | NC | GENERAL PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,259 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,139 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,840 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,139 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,517 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID WOLFORT | |||||||
| 1 | 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | $140,000 | Yes (X) | |
| DAVID WOLFORT | |||||||
| 2 | 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | $49,090 | Yes (X) | |
| DAVID WOLFORT | |||||||
| 3 | 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | $17,321 | Yes (X) | |
| DAVID WOLFORT | |||||||
| 4 | 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | $7,433 | Yes (X) | |
| DAVID WOLFORT | |||||||
| 5 | 70 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | $50,666 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 60,000 SHARES OF BUCKEYE OHIO TOB | $49,090 | 2014-11-11 |
| 3 | 32,075 SHARES OF CENTRUS ENERGY CORP | $17,321 | 2014-11-11 |
| 4 | 1,140 SHARES OF CENTRUS ENERGY CORP | $7,433 | 2014-11-11 |
| 5 | 50,000 SHARES OHIO ST HIGHER EDL | $50,666 | 2014-11-11 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2012-04-17 | $51,700 | $3,212 | SL | 27.500000000000 | $1,880 | $1,880 |
| LAND | 2012-04-17 | $11,300 | L | $0 | $0 | ||
| HOOVER HVAC | 2014-01-01 | $191 | SL | 27.500000000000 | $7 | $7 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $61,268 | EOYBookValueAmt |
| EOYFMV | $64,704 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $765,329 | EOYBookValueAmt |
| EOYFMV | $736,102 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $51,700 | $5,092 | $46,608 | $46,608 |
| LAND | $11,300 | $0 | $11,300 | $11,300 |
| HOOVER HVAC | $191 | $7 | $184 | $184 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO SECRETARY OF STATE | $200 | $0 | $0 |
| MAI STRATEGIC EQUITY ALLOCATION MASTER FUND PORTFOLIO DEDUCTIONS | $119 | $119 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAI STRATEGIC EQUITY ALLOCATION MASTER FUND | Desc |
| Revenue And Expenses Per Books | $279 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $279 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $279 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $5,554 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $3,742 | Amt |
| Net Investment Income | $3,742 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENTS | $448 | $0 | $0 |
| FOREIGN TAXES | $136 | $136 | $0 |
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