WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-28
- IRS object ID
- 201303019349100310
- Schema version
- 2012v2.1
- 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
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-28T15:33:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341945695 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&G INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 SPRINGSIDE DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 443332434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203886434 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLFORT FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOLF | NameControl |
| Phone | 2167363357 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 RIDGECREEK TRAIL | AddressLine1 |
| City | MORELAND HILLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A WOLFORT | Name |
| Title | DIRECTOR | Title |
| Phone | 2167363357 | Phone |
| Date Signed | 2013-10-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT LITTMAN | Name |
| PTIN | P00058079 | PTIN |
| Phone | 3306689696 | Phone |
| Date Prepared | 2013-10-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 543035 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 63000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 15364 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15358 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 6800 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 6800 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 3399 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -212443 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 198228 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2730 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2730 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -124549 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24888 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1282 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1282 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1332 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1332 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 2069 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 2069 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1296 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5981 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4685 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 116475 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 116475 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 122456 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4685 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 116475 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -247005 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20203 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 72807 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44197 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 44177 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 557123 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 403049 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 394306 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 49088 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 39900 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 63000 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 1332 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc EOY | 61668 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 61668 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 245000 | InvestmentsOtherBOY |
| Investments Other EOY | 2984 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2984 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 874930 | TotalAssetsBOY |
| Total Assets EOY | 560986 | TotalAssetsEOY |
| Total Assets EOYFMV | 543035 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 874930 | RetainedEarningsBOY |
| Retained Earnings EOY | 560986 | RetainedEarningsEOY |
| Total Net Assets BOY | 874930 | TotalNetAssetsBOY |
| Total Net Assets EOY | 560986 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 874930 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 560986 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 874930 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -247005 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 627925 | Subtotal |
| Other Decreases | 66939 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 560986 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| NET GAIN FROM MAI STRATEGIC EQUITY PARTNERSHIP | P | 2012-01-31 | 2012-12-31 | 10093 | 10093 | 10093 | |
| NET GAIN FROM MAI STRATEGIC EQUITY PARTNERSHIP | P | 2010-01-01 | 2012-12-31 | 48108 | 48108 | 48108 | |
| 1,000 SHS CBS CORP | P | 2007-04-05 | 2012-03-28 | 25000 | -400 | -400 | 25400 |
| 7,747 SHS DDR CORP COM, DDR | P | 2007-10-17 | 2012-05-10 | 113741 | -271530 | -271530 | 385271 |
| CAPITAL GAINS DIVIDENDS | P | 1286 | 1286 | 1286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -212443 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 90639 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 260439 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.348024 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71998 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 483709 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.148846 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 91061 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 458889 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.198438 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 67373 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 938027 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.071824 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 75581 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1371174 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055121 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.822253 | TotalDistributionRatio |
| Average Distribution Ratio | 0.164451 | AverageDistributionRatio |
| Net Noncharitable Assets | 429182 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 70579 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 202 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 70781 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 116475 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 202 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 202 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 202 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 424 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 1424 | TotalCreditsAndPayments |
| Overpayment | 1222 | Overpayment |
| Amount Credited To Next Year | 1222 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A WOLFORT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2167363357 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 RIDGECREEK TRAIL | AddressLine1 |
| City | MORELAND HILLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 379072 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 56646 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 435718 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 435718 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6536 | CashDeemedCharitable |
| Net Noncharitable Assets | 429182 | NetNoncharitableAssets |
| Minimum Investment Return | 21459 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21459 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 202 | TaxBasedOnInvestmentIncome |
| Total Tax | 202 | TotalTax |
| Distributable Amount Before Adj | 21257 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 21257 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 21257 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 116475 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 116475 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 202 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 116273 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21257 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 20604 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 21528 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 22709 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 48017 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 77769 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 190627 | TotalExcessDistriCarryover |
| Qualifying Distributions | 116475 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21257 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 95218 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 285845 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 20604 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 265241 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 21528 | ExcessFromYear4 |
| Excess From Year3 | 22709 | ExcessFromYear3 |
| Excess From Year2 | 48017 | ExcessFromYear2 |
| Excess From Year1 | 77769 | ExcessFromYear1 |
| Excess From Current Year | 95218 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A WOLFORT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID WOLFORT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 RIDGECREEK TRAIL | AddressLine1 |
| City | MORELAND HILLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2167363357 | RecipientPhoneNumber |
| Form And Info And Materials | A LETTER DETAILING THE ORGANIZATION AND PURPOSE OF THE REQUEST. | FormAndInfoAndMaterials |
| Submission Deadlines | CURRENTLY THE ORGANIZATION DOES NOT HAVE A SUBMISSION DEADLINE. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BREAKFAST CLUB | ||||||||
| 100 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | NONE | 501(C)(3) | GENERAL PURPOSE | $300 | |
| CITY MUSIC CLEVELAND | ||||||||
| PO BOX 1930 | CLEVELAND | OH | 441060130 | NONE | 501(C)(3) | GENERAL PURPOSE | $200 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| MANDEL BLDG 25701 SCIENCE PARK | CLEVELAND | OH | 44122 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | DRIVE |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 100215093 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 1422 EUCLID AVENUE SUITE 239 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | GENERAL PURPOSE | $600 | |
| MORELAND HILLS POLICE & EMPLOYEE'S FOUNDATION | ||||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | NONE | 501(C)(3) | GENERAL PURPOSE | $550 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 525 WEST MONROE STREET SUITE 900 | CHICAGO | IL | 60661 | NONE | 501(C)(3) | GENERAL PURPOSE | $250 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL PURPOSE | $200 | |
| THE CLEVELAND ORCHESTRA | ||||||||
| SEVERENCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 | |
| THE SHUL | ||||||||
| 30799 PINETREE ROAD 401 | PEPPER PIKE | OH | 44124 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| WOMEN SAFE INC | ||||||||
| 12041 RAVENNA ROAD | CHARDON | OH | 44204 | NONE | 501(C)(3) | GENERAL PURPOSE | $13,350 | |
| WOMEN'S COMMITTEE OF THE CLEVELAND ORCHESTRA | ||||||||
| SEVERENCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| THE GATHERING PLACE | ||||||||
| 23300 COMMERCE PLACE | BEACHWOOD | OH | 44122 | NONE | 501(C)(3) | GENERAL PURPOSE | $200 | |
| CHAGRIN FALLS PARK COMMUNITY CENTER | ||||||||
| 7060 WOODLANK AVENUE | CHAGRIN FALLS | OH | 44023 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| DANCING CLASSROOMS NORTHEAST OHIO | ||||||||
| 10143 ROYALTON ROAD UNITE D | NORTH ROYALTON | OH | 44133 | NONE | 501(C)(3) | GENERAL PURPOSE | $125 | |
| FRIENDS OF CASA | ||||||||
| 100 WEST HARRISON STREET NORTH | SEATTLE | WA | 98119 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | TOWER STE 500 |
| PARKINSON'S PALS | ||||||||
| PO BOX 241126 | CLEVELAND | OH | 44124 | NONE | 501(C)(3) | GENERAL PURPOSE | $350 | |
| ALZHEIMER'S ASSOCIATION NM CHAPTER | ||||||||
| 900 MONTGOMERY BOULEVARD NE STE 121 | ALBUQUERQUE | NM | 87111 | NONE | 501(C)(3) | GENERAL PURPOSE | $150 | |
| UNIVERSITY HOSPITAL'S RAINBOW BABIES & CHILDREN | ||||||||
| PO BOX 74947 | CLEVELAND | OH | 441944947 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |
| HILLEL AT OHIO UNIVERSITY | ||||||||
| 21 MILL STREET | ATHENS | OH | 45701 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| THE CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | NONE | 501(C)(3) | GENERAL PURPOSE | $750 | |
| JDRF- NORTHEAST OHIO CHAPTER | ||||||||
| 6100 ROCKSIDE WOODS BOULEVARD SUITE | INDEPENDENCE | OH | 44131 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | 445 |
| THE BLOSSOM WOMEN'S COMMITTEE | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,100 | |
| MUTT MADD-NESS INC | ||||||||
| PO BOX 71821 | MARIETTA | GA | 30007 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| GEORGE MURRAY FOP LODGE | ||||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | NONE | 501(C)(3) | GENERAL PURPOSE | $350 | |
| CHARGRIN FALLS MEALS ON WHEELS | ||||||||
| PO BOX 23497 | CHAGRIN FALLS | OH | 44023 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 116475 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,364 | ExclusionAmount |
Net Rental Incm Personal Property NetRentalIncmPersonalProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 532000 | BusinessCode |
| Unrelated Business Income | $3,399 | UnrelatedBusinessIncomeAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,730 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$212,443 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $3,399 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$194,349 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -190950 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID WOLFORT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 RIDGECREEK TRAIL | AddressLine1 |
| City | MORELAND HILLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 63000 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | PROPERTY LOCATED AT 13616 BELLESHIRE AVE. CLEVELAND, OH 44135 | NoncashPropertyDescription |
| Fair Market Value | 63000 | FairMarketValue |
| Date Received | 2012-04-17 | DateReceived |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|
| BUILDING | 2012-04-17 | 51700 | SL | 27.500000000000 | 1332 | 1332 |
| LAND | 2012-04-17 | 11300 | L | 0 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 49088 | EOYBookValue |
| EOYFMV | 39900 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 403049 | EOYBookValue |
| EOYFMV | 394306 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| BUILDING | 51700 | 1332 | 50368 | 50368 |
| LAND | 11300 | 0 | 11300 | 11300 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 2984 | BookValue |
| EOYFMV | 2984 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PARTNERSHIP INCOME REPORTED ON RETURN NOT ON BOOKS | $34,283 |
| ADJUSTMENT FOR CHANGE IN MAI STRATEGIC EQUITY CAPITAL ACCOUNT | $32,656 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OHIO SECRETARY OF STATE | 200 | 0 | 0 |
| PORTFOLIO DEDUCTIONS | 1096 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MAI ORDINARY BUSINESS INCOME | Description |
| Revenue And Expenses Per Books | 2730 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2730 | NetInvestmentIncome |
| Adjusted Net Income | 2730 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $1,282 | Amount |
| Net Investment Income | 1282 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $2 | Amount |
| Net Investment Income | 2 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments