WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-05
- IRS object ID
- 201202499349100200
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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) |
|---|---|---|
| Timestamp | 2012-09-05T08:28:49-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-08-17 | 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 | 2012-08-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 567458 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 101840 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 12263 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12263 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -830 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 71184 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 222 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 113495 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12263 | 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 | 1577 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1577 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 198 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 198 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3048 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2848 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4823 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4623 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90715 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90715 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95538 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4623 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 90715 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 17957 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7640 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3877 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 72807 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 72807 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 492440 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 557123 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 249651 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 41000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 245000 | InvestmentsOtherBOY |
| Investments Other EOY | 245000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 245000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 782317 | TotalAssetsBOY |
| Total Assets EOY | 874930 | TotalAssetsEOY |
| Total Assets EOYFMV | 567458 | 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 | 782317 | RetainedEarningsBOY |
| Retained Earnings EOY | 874930 | RetainedEarningsEOY |
| Total Net Assets BOY | 782317 | TotalNetAssetsBOY |
| Total Net Assets EOY | 874930 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 782317 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 874930 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 782317 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 17957 | ExcessOfRevenueOverExpenses |
| Other Increases | 74656 | OtherIncreases |
| Subtotal | 874930 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 874930 | 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 | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 700.00 SHS COMMERICAL METALS CO | P | 2008-02-01 | 2011-04-04 | 12344 | 20020 | -7676 | -7676 |
| 300.00 SHS COMMERICAL METALS CO | P | 2008-02-01 | 2011-04-04 | 5290 | 8577 | -3287 | -3287 |
| 41,000 SHS GENERAL ELEC CAP CORP | P | 2006-05-08 | 2011-11-14 | 41000 | 41000 | 0 | 0 |
| NET LOSS FROM MAI STRATEGIC EQUITY PARTNERSHIP | P | 2011-01-01 | 2011-12-31 | 2417 | -2417 | -2417 | |
| NET GAIN FROM MAI STRATEGIC EQUITY PARTNERSHIP | P | 2009-01-01 | 2011-12-31 | 12550 | 12550 | 12550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -830 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71998 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 483709 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.148846 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 91061 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 458889 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.198438 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 67373 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 938027 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.071824 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 75581 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1371174 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055121 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 47163 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 803007 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058733 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.532962 | TotalDistributionRatio |
| Average Distribution Ratio | 0.106592 | AverageDistributionRatio |
| Net Noncharitable Assets | 260439 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27761 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 76 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 27837 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 90715 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 76 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 76 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Overpayment | 424 | Overpayment |
| Amount Credited To Next Year | 424 | 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 | 219110 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45295 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 264405 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 264405 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3966 | CashDeemedCharitable |
| Net Noncharitable Assets | 260439 | NetNoncharitableAssets |
| Minimum Investment Return | 13022 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13022 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Total Tax | 76 | TotalTax |
| Distributable Amount Before Adj | 12946 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 12946 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 12946 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 90715 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 90715 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 76 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 90639 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12946 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 27287 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 20604 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21528 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 22709 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 48017 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 140145 | TotalExcessDistriCarryover |
| Qualifying Distributions | 90715 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12946 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 77769 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 217914 | 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 | 27287 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 190627 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20604 | ExcessFromYear4 |
| Excess From Year3 | 21528 | ExcessFromYear3 |
| Excess From Year2 | 22709 | ExcessFromYear2 |
| Excess From Year1 | 48017 | ExcessFromYear1 |
| Excess From Current Year | 77769 | 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 |
|---|---|---|---|---|---|---|---|---|
| MAKE-A-WISH FOUNDATION | ||||||||
| 1422 EUCLID AVENUE SUITE 239 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | 501(C)(3) | GENERAL PURPOSE | $500 | |
| THE CLEVELAND ORCHESTRA | ||||||||
| SEVERENCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL PURPOSE | $30,000 | |
| THE INTERGENERATIONAL SCHOOL | ||||||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,500 | |
| THE OHIO UNIVERSITY FOUNDATION | ||||||||
| PO BOX 869 | ATHENS | OH | 457010869 | NONE | 501(C)(3) | GENERAL PURPOSE | $3,850 | |
| 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 | $3,575 | |
| NORTHEAST OHIO ADOPTION SERVICES | ||||||||
| 539 WASHINGTON STREET 14 | CHARGRIN FALLS | OH | 440224400 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| THE HIRAM HOUSE | ||||||||
| 33775 HIRAM TRAIL | CHARGRIN FALLS | OH | 44022 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| THE CHILDRENS GUILD | ||||||||
| 6802 MCCLEAN BOULEVARD | BALTIMORE | MD | 212347260 | NONE | 501(C)(3) | GENERAL PURPOSE | $250 | |
| CITIZENS LEADERSHIP ACADEMY | ||||||||
| 1827 ANSEL ROAD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL PURPOSE | $1,000 | |
| YWCA WOMEN'S CENTER AND ADMINISTRATIVE OFFICES | ||||||||
| 4019 PROSPECT AVENUE | CLEVELAND | OH | 44103 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| CLEVELAND INTERNATIONAL PIANO COMPETITION | ||||||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | 501(C)(3) | GENERAL PURPOSE | $430 | |
| BREAKFAST CLUB | ||||||||
| 100 RIDGECREEK TRAIL | MORELAND HILLS | OH | 44022 | NONE | 501(C)(3) | GENERAL PURPOSE | $180 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| MANDEL BLDG 25701 SCIENCE PARK | CLEVELAND | OH | 44122 | NONE | 501(C)(3) | GENERAL PURPOSE | $24,500 | DRIVE |
| PRESTON'S HOPE | ||||||||
| PO BOX 510 | CHAGRIN FALLS | OH | 440220510 | NONE | 501(C)(3) | GENERAL PURPOSE | $150 | |
| FRIENDS OF BREAKTHROUGH | ||||||||
| 1417 EAST 36TH STREET | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,200 | |
| WOMEN'S COMMITTEE OF THE CLEVELAND ORCHESTRA | ||||||||
| SEVERENCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| THE FRIENDSHIP CIRCLE OF CLEVELAND | ||||||||
| 1980 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| CHILDREN'S FREE CARE FUND | ||||||||
| 4054 E HARBOR ROAD | PORT CLINTON | OH | 43452 | NONE | 501(C)(3) | GENERAL PURPOSE | $150 | |
| FAMILY PROMISE OF GREATER CLEVELAND | ||||||||
| 2592 W 14TH STREET | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| PARK SNYAGOGUE | ||||||||
| 27500 SHAKER BOULEVARD | CLEVELAND | OH | 44124 | NONE | 501(C)(3) | GENERAL PURPOSE | $13,000 | |
| GIRL SCOUTS OF NORTHEAST OHIO | ||||||||
| ONE GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | 501(C)(3) | GENERAL PURPOSE | $150 | |
| CLEVELAND FOUNDATION | ||||||||
| 1422 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | GENERAL PURPOSE | $300 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 4700 ROCKSIDE ROAD 425 | INDEPENDENCE | OH | 44131 | NONE | 501(C)(3) | GENERAL PURPOSE | $200 | |
| GEAUGA HUMANE SOCIETY | ||||||||
| PO BOX 116 | NOVELTY | OH | 44072 | NONE | 501(C)(3) | GENERAL PURPOSE | $180 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 525 WEST MONROE STREET SUITE 900 | CHICAGO | IL | 60661 | NONE | 501(C)(3) | GENERAL PURPOSE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90715 | 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 | $12,263 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$830 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MAI STRATEGIC EQUITY ALLOCATION FUND | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $222 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,655 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11655 | 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 | 101840 | 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 | 4,000 SHARES OF OLYMPIC STEEL, INC. | NoncashPropertyDescription |
| Fair Market Value | 101840 | FairMarketValue |
| Date Received | 2011-12-06 | DateReceived |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | 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 | 557123 | EOYBookValue |
| EOYFMV | 249651 | EOYFMV |
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 | 245000 | BookValue |
| EOYFMV | 245000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OHIO SECRETARY OF STATE | 200 | 0 | 0 |
| INVESTMENT INTEREST EXPENSE | 1 | 1 | 0 |
| PORTFOLIO DEDUCTIONS | 2847 | 2847 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MAI STRATEGIC EQUITY ALLOCATION FUND | Description |
| Revenue And Expenses Per Books | 222 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 222 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP INCOME REPORTED ON BOOKS NOT ON TAX RETURN | Description |
| Amount | $74,656 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $1,577 | Amount |
| Net Investment Income | 1577 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $198 | Amount |
| Net Investment Income | 198 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments