Wolfe Fam Charitable Foundation Tr
- Assets
- $12.9m
- Revenue
- $2.3m
- Investments
- $11.0m
- Employees
- 0
- Location
- Sylvania, OH
- Founding
- 11/1994
- Data as of
- 12/2021
- EIN
- 34-1756997
Organization Overview
Wolfe Fam Charitable Foundation Tr is located in Sylvania, OH. The organization was established in 1994. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wolfe Fam Charitable Foundation Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Wolfe Fam Charitable Foundation Tr generated $2.3m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.8%) each year. All expenses for the organization totaled $928.2k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Wolfe Fam Charitable Foundation Tr has awarded 210 individual grants totaling $2,602,199. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elizabeth T Wolfe Chairman | 0.9 | $0 | |
Frederica R Wolfe Trustee | 0.9 | $0 | |
Christine W Nichols Trustee | 0.9 | $0 | |
William A Nichols Trustee | 1.5 | $0 | |
John D Held Trustee | 0.9 | $0 | |
Nishma Held Non-Voting Trustee | 0.9 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,117 |
| Dividends & Interest | $212,842 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,062,382 |
| Capital Gain Net Income | $2,062,382 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,277,341 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $26,272 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $6,840 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $156,823 |
| Contributions, gifts, grants paid | $771,400 |
| Total expenses and disbursements | $928,223 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,024,143 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,183,883 |
| Net Land, buildings, and equipment | $0 |
| Other assets | -$148,146 |
| Total assets | $12,895,400 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $22,500 |
| Total liabilities | $22,500 |
Grants Awarded
Over the last fiscal year, Wolfe Fam Charitable Foundation Tr has awarded $771,400 in support to 51 organizations.
| Grant Recipient | Amount |
|---|---|
BGSU FOUNDATION INC PURPOSE: TO SUPPORT | $170,000 |
Toledo, OH PURPOSE: TO SUPPORT | $125,000 |
Greenwich, CT PURPOSE: CAPITAL CAMPAIGN | $65,000 |
Toledo, OH PURPOSE: TO SUPPORT | $50,000 |
BROWN UNIVERSITY PURPOSE: TO SUPPORT | $25,000 |
THE FRIENDS OF THE COLONIAL PURPOSE: TO SUPPORT | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bronson South Haven Hospital Kalamazoo, MI | $45,465,190 | $38,417,378 |
Dave Thomas Foundation For Adoption Dublin, OH | $82,316,858 | $45,774,004 |
Childrens Center For Treatment And Education Bradford, PA | $5,348,327 | $25,705,354 |
Peter Becker Community Harleysville, PA | $93,663,279 | $25,907,614 |
Evangelical Services For The Aging Warminster, PA | $27,952,324 | $19,280,063 |
Applewood Centers Inc Shaker Heights, OH | $31,325,035 | $19,367,243 |
Yum Brands Foundation Inc Louisville, KY | $62,047,633 | $1,353,894 |
Bell Socialization Services Inc York, PA | $8,348,943 | $17,857,924 |
Truth For Life Solon, OH | $28,565,821 | $20,814,256 |
D A Blodgett-St Johns Grand Rapids, MI | $32,947,785 | $18,508,103 |
Valley Health Care Inc Mill Creek, WV | $12,122,859 | $14,871,772 |
Michigan Nonprofit Association Lansing, MI | $6,155,794 | $10,465,564 |