Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Wolfe Family Charitable Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)5800 Monroe St Bldg F
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sylvania, OH43560
A Employer identification number

34-1756997
B Telephone number (see instructions)

(419) 882-0081
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,118,544J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,126,617
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,252 5,252  
4 Dividends and interest from securities... 225,428 225,428  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,069,401
b Gross sales price for all assets on line 6a 21,725,916
7 Capital gain net income (from Part IV, line 2)... 1,069,401
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 4,426,698 1,300,081  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 16,283 16,283    
b Accounting fees (attach schedule)....... Click to see attachment 6,735 6,735    
c Other professional fees (attach schedule).... Click to see attachment 70,341 70,341    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 821 821    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 0 0    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,180 94,180   0
25 Contributions, gifts, grants paid....... 552,334 552,334
26 Total expenses and disbursements. Add lines 24 and 25 646,514 94,180   552,334
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,780,184
b Net investment income (if negative, enter -0-) 1,205,901
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 80,180 907,510 907,510
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 200,265    
b Investments—corporate stock (attach schedule)....... 5,420,971 Click to see attachment9,797,677 13,254,450
c Investments—corporate bonds (attach schedule)....... 99,956 Click to see attachment99,956 101,746
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,125,134 Click to see attachment1,322,128 1,482,190
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment-577,829 Click to see attachment-627,352
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,926,506 11,549,442 15,118,544
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,926,506 11,549,442
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,926,506 11,549,442
30 Total liabilities and net assets/fund balances (see instructions). 7,926,506 11,549,442
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,926,506
2
Enter amount from Part I, line 27a .....................
2
3,780,184
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,706,690
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
157,248
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,549,442
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2019-12-31 2020-12-31
b PUBLICLY TRADED SECURITIES P 2019-12-31 2020-12-31
c PUBLICLY TRADED SECURITIES P 2019-12-31 2020-12-31
d PUBLICLY TRADED SECURITIES P 2017-12-31 2020-12-31
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 49,692 0 0 49,692
b 11,715 0 0 11,715
c 14,449,072 0 14,693,049 -243,977
d 7,215,437 0 5,963,466 1,251,971
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 49,692
b 0 0 0 11,715
c 0 0 0 -243,977
d 0 0 0 1,251,971
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,069,401
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 16,762
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 16,762
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,762
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,041
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -34041 7 34,041
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,279
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet17,279 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLAVALLEY LAVALLEY TODAK & SCHAEFER CO LPA Telephone no.bullet (419) 882-0081

    Located atbullet5800 Monroe Street Bldg FToledoOH ZIP+4bullet43560
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Elizabeth T Wolfe Chairman
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Christine W Nichols Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Frederica R Wolfe Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    William A Nichols Trustee
    1.50     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    John D Held Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Nishma Held Non-Voting Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Christopher F Patz Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Charles D Rittenhouse Trustee Secretary/Treasurer
    1.50     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Macallaster Wolfe Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Caroline W Patz Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    Olivia Nichols Trustee
    0.90     		0 0 0
    5800 Monroe St Bldg F
    Sylvania,OH43560
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,487,737
    b
    Average of monthly cash balances.......................
    1b
    372,989
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,874,777
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,735,503
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,735,503
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    161,033
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,574,470
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    528,724
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    528,724
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    16,762
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,762
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    511,962
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    511,962
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    511,962
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    552,334
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    552,334
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    552,334
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 511,962
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 87,324
    e From 2019...... 0
    fTotal of lines 3a through e........ 87,324
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 552,334
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 511,962
    e Remaining amount distributed out of corpus 40,372
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 127,696
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		127,696
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 87,324
    d Excess from 2019.... 0
    e Excess from 2020.... 40,372
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALL SAINTS EPISCOPAL CHURCH
    35 School Street
    Littleton,NH03561     		  PC TO SUPPORT 2,500
    American Red Cross - NW Ohio Chapter
    3100 W Central Avenue
    Toledo,OH43606     		  PC To Supportthe Needs ofBlood Donors 21,000
    Ammonoosuc Conservation Trust
    729 Main St
    Franconia,NH03580     		  PC To Support 12,500
    AVON THEATRE FILM CENTER
    8 Sound Shore Drive Suite 140
    Greenwich,CT06830     		  PC TO SUPPORT 1,000
    BGSU Foundation Inc
    Mileti Alumni Center
    Bowling Green,OH43403     		  PC To Support 170,000
    Brown University
    350 Eddy Street
    Providence,RI03580     		  PC To Support 50,000
    BRUCE MUSEUM INC
    1 MUSEUM DRIVE
    GREENWICH,CT06830     		  PC CAPITAL CAMPAIGN 2,000
    Cherry Street Mission Ministries
    1501 Monroe Street
    Toledo,OH43604     		  PC To Support 35,000
    Christ Church Greenwich
    254 East Putnam Avenue
    Greenwich,CT068304871     		  PC To Support 2,500
    Climate Action Reserve
    818 W 7th Street
    Los Angeles,CA90017     		  PC To Support 1,250
    Domestic Violence Crisis Center
    1111 Summer Street Suite 203
    Stamford,CT06905     		  PC To Support 2,500
    GRACE FARMS FOUNDATION
    365 Lukes Wood Road
    New Canaan,CT06840     		  PC To Support 4,000
    GREENWICH CENTER FOR HOPE AND RENEWAL
    237 Taconic Road
    Greenwich,CT06831     		  PC To Support 500
    GREENWICH LIBRARY
    101 West Putnam Avenue
    Greenwich,CT06830     		  PC To Support 1,000
    Greenwich Tree Conservancy Inc
    PO Box 4215
    Greenwich,CT06831     		  PC To Support 5,000
    HEAVEN ON EARTH SOCIETY FOR ANIMALS INC
    7341 Fulton Avenue
    North Hollywood,CA91605     		  PC TO SUPPORT 1,250
    KPBS Public Media
    5200 Campanile Drive
    San Diego,CA92182     		  PC To Support 2,500
    LEGACY RECOVERY RETREAT
    PO Box 1132
    Laconia,NH03247     		  PC TO SUPPORT 10,000
    Littleton Studio School
    23 Ammonoosuc Street
    Littleton,NH03561     		  PC To Support 10,000
    Maumee Valley Country Day School
    1715 S Reynolds Road
    Toledo,OH43614     		  PC To Support 33,334
    NEW YORK PUBLIC RADIO
    PO Box 1550
    New York,NY10116     		  PC TO SUPPORT 1,000
    OLD GLOBE THEATRE
    1363 Old Globe Way
    San Diego,CA92101     		  PC TO SUPPORT 35,000
    PLANNED PARENTHOOD OF GREATER OHIO
    1301 Jefferson Avenue
    Toledo,OH43604     		  PC To Support 26,000
    Planned Parenthood of Southern New England
    969 West Main Street
    Waterbury,CT06708     		  PC To Support 4,000
    ROADRUNNER FOOD BANK
    5850 Office Blvd NE
    Albuquerque,NM87109     		  PC To Support 2,500
    RTA Incorporated
    PO Box 202138
    New Haven,CT06520     		  PC To Support 5,000
    SAFE CAT FOUNDATION
    318 Shavano Way
    San Ramon,CA94583     		  PC To Support 1,250
    Southern Connecticut Storm Special Hockey Inc
    757 Oenoke Ridge Road
    New Canaan,CT06840     		  PC To Support 2,500
    St Timothy's Episcopal Church
    871 East Boundary
    Perrysburg,OH43551     		  PC To Replace theChurch Organ 25,000
    The Bancroft House
    PO Box 344
    Franconia,NH03580     		  PC To Support 5,000
    The Friends of the Colonial
    PO Box 204
    Bethlehem,NH03574     		  PC To Support 20,000
    THE GREENWICH LAND TRUST INC
    370 Round Hill Road
    Greenwich,CT06831     		  PC TO SUPPORT 16,000
    The Nature Conservancy of California
    201 Mission Street
    San Francisco,CA94105     		  PC To Support 1,250
    Toledo Opera Association
    425 Jefferson Ave Ste 601
    Toledo,OH436041080     		  PC To Support 25,000
    Wildlife Conservation Society
    2300 Southern Blvd
    Bronx,NY10460     		  PC To Support 10,000
    Yale University
    PO Box 208232
    New Haven,CT06520     		  PC To Support 5,000
    Total .................................bullet 3a 552,334
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 5,252  
    4 Dividends and interest from securities....     14 225,428  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,069,401  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,300,081  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,300,081
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -34,041


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    The Wolfe Family Charitable Foundation
     
    Employer identification number

    34-1756997
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    The Wolfe Family Charitable Foundation
          		Employer identification number
    34-1756997
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Frederic D Wolfe Irrevocable Trust
     
    1630 Timberwolf Drive
     
    Holland, OH43528

    		$ 3,088,854


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Frederic D Wolfe Irrevocable Trust
     
    1630 Timberwolf Drive
     
    Holland, OH43528

    		$ 37,763


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The Wolfe Family Charitable Foundation
          		Employer identification number

    34-1756997
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SEE ATTACHED CONTRIBUTION LIST $ 3,088,854 2020-09-08
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The Wolfe Family Charitable Foundation
          		Employer identification number

    34-1756997
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LaValley LaValley Todak & Schaefer Accounting 6,735 6,735    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    CAPITAL GAINS DISTRIBUTIONS   Purchased     49,692 0     49,692  
    UNRECAPTURED SECTION 1250 GAIN   Purchased     11,715 0     11,715  
    PUBLIC SECURITIES (SHORT-TERM) 2019-12 Purchased 2020-12   14,449,072 14,693,049     -243,977  
    PUBLIC SECURITIES (LONG-TERM)   Purchased 2020-12   7,215,437 5,963,466     1,251,971  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Name of Bond End of Year Book Value End of Year Fair Market Value
    The Walt Disney Company 49,956 50,762
    Northern Tr Corp 50,000 50,984

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Accenture PLC Ireland 21,949 37,875
    Alphabet Inc Non Voting 21,807 33,286
    American Tower Corp 21,871 31,873
    American Water Works 17,452 33,917
    Blackrock Inc 25,118 36,799
    Cisco Systems Inc 36,651 41,081
    Comcast Corp New CL A 32,229 39,929
    Commerce Bancshares Inc 29,570 36,595
    Costco Whsl Corp 17,978 36,548
    Ecolab Inc 25,615 37,430
    Facebook Inc Class A 32,911 31,413
    Honeywell International Inc 31,308 39,988
    Illinois Tool Works Inc. 34,124 33,232
    Johnson & Johnson 28,316 34,309
    Lowes Companies Inc 18,322 32,423
    L3Harris Technologies Inc 37,397 35,536
    Microsoft Corp 13,998 34,030
    Mondelez Intl Inc 32,790 35,784
    Nextera Energy Inc 19,594 37,032
    Pepsico Inc 2,126 32,923
    Proctor & Gamble Co 29,061 33,115
    S&P Global Inc 24,516 31,558
    Stryker Corp 26,769 40,677
    Texas Instruments Inc 22,670 35,944
    Union Pacific Corp 34,078 36,855
    UnitedHealth Group Inc 25,442 36,120
    V F Corporation 36,016 38,605
    Adobe Systems Inc 228,404 250,060
    Alibba Grp Hldg Ltd 907,780 814,555
    Alphabet Inc Non Voting 430,658 613,158
    Amazon Com Inc 621,728 977,079
    Apple Inc 195,703 398,070
    AT&T Inc 85,869 86,280
    Bank of America Corp 76,245 90,930
    Biogen Inc 92,290 97,944
    Boeing Co 643,432 749,210
    Bristol Myers Squibb Co 131,494 155,075
    Caterpillar Inc. 164,294 182,020
    Cisco Systems Inc 80,215 89,500
    Citigroup Inc 44,250 61,660
    ConocoPhillips 40,180 39,990
    Crispr Therapeutics AG 41,623 61,244
    CrowdStrike Hldgs Inc 41,072 63,546
    Deere & Co 50,790 53,810
    Disney Walt Company 61,350 90,590
    Dominion Energy Inc 73,935 75,200
    DraftKings Inc 23,235 23,280
    Duke Energy Corp 128,075 137,340
    Exxon Mobil Corp 89,423 103,050
    Facebook Inc 106,673 109,264
    Fedex Corporation 81,010 77,886
    Goldman Sachs Group Inc 114,643 158,226
    Home Depot Inc 236,989 318,744
    Inseego Corp 86,058 154,700
    Intel Corp 136,388 149,460
    Ishares MSCI EAFE IN ETF 78,167 109,440
    JP Morgan Chase & Co 221,413 317,675
    Keycorp 15,267 49,230
    Mastercard Inc CL A 94,425 107,082
    Microsoft Corp 312,625 333,630
    Morgan Stanley & Co 35,103 68,530
    National Health Invs Inc 5,408 20,751
    Nvidia Corp 103,419 104,440
    Palantir Technologies Inc CL A 96,757 94,200
    PayPal Holdings Inc 111,648 140,520
    Pfizer Incorporated 182,051 184,050
    Range Resources Corp 83,649 83,750
    Raymond James Financial 190,401 287,010
    SalesForce.com 406,479 378,301
    Shopify Inc CL A 23,500 28,299
    Southern Company/The 84,290 92,145
    SPDR S&P 500 Trust 481,197 635,596
    Splunk Inc 131,555 135,912
    Square Inc-A 35,100 43,528
    Starbucks Corp 115,215 160,470
    Uber Technologies Inc 68,713 102,000
    Vanguard FTSE Developed 72,480 94,420
    Vanguard Mid Cap 40,047 62,031
    Verizon Communications Com 57,175 58,750
    ViacomCBS Inc 41,250 55,890
    Welltower Inc 812,218 1,033,920
    Zoom Video Communications Inc CL A 33,766 33,732
    Welltower Inc 150,875 1,292,400

    TY 2020 InvestmentsOtherSchedule2
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUND: MFS Ser Tr II Growth FD CL   152,509 242,733
    MUTUAL FUND: Principal FDS Inc Global Diversified   476,452 467,291
    MUTUAL FUND: Virtus Funds Virtus Vontobel Emg Mkts   270,776 332,313
    MUTUAL FUND: Lord Abbett Invt Tr   120,686 110,818
    MUTUAL FUND: Vanguard Fixed Income High Yield   145,274 149,107
    MUTUAL FUND: Vanguard Fixed Income Long Term   156,431 179,928

    TY 2020 LegalFeesSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LaValley, LaValley, Todak and Schaefer Legal 16,283 16,283    


    TY 2020 OtherAssetsSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CALL OPTION: Adobe Systems Inc. 0 -10,860 -12,810
    CALL OPTION: Alibaba Grp Holding 0 -9,779 -10,250
    CALL OPTION: Alibaba Grp Holding 0 -7,549 -7,300
    CALL OPTION: Alibaba Grp Holding 0 -13,744 -3,810
    CALL OPTION: Alphabet Inc Cl C 0 -34,124 -22,350
    CALL OPTION: Amazon.com Inc 0 -88,898 -78,540
    CALL OPTION: Amazon.com Inc 0 -18,900 -17,965
    CALL OPTION: Apple Inc 0 -41,373 -83,250
    CALL OPTION: Apple Inc 0 -5,075 -7,925
    CALL OPTION: Boeing Corp 0 -41,549 -18,600
    CALL OPTION: Boeing Corp 0 -23,449 -20,970
    CALL OPTION: Caterpillar Inc 0 -10,290 -16,575
    CALL OPTION: Disney Walt Company 0 -4,525 -6,375
    CALL OPTION: Goldman Sachs Grp 0 -21,359 -22,320
    CALL OPTION: Home Depot Inc 0 -16,279 -11,850
    CALL OPTION: Inseego Corporation 0 -47,195 -51,600
    CALL OPTION: JP Morgan Chase 0 -17,849 -26,625
    CALL OPTION: Microsoft Corp 0 -12,699 -10,750
    CALL OPTION: Raymond James Fincl 0 -5,759 -23,400
    CALL OPTION: Raymond James Fincl 0 -12,674 -17,250
    CALL OPTION: Spy Option 0 -30,949 -54,120
    CALL OPTION: Spy Option 0 -25,997 -30,317
    CALL OPTION: Welltower Inc 0 -18,798 -15,600
    CALL OPTION: Welltower Inc 0 -58,156 -56,800


    TY 2020 OtherDecreasesSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Description Amount
    CHANGE IN UNREALIZED GAIN ON INVESTMENTS 157,248


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WF Advisory Fees Investment Fees 70,341 70,341    


    TY 2020 TaxesSchedule
    Name:
    The Wolfe Family Charitable Foundation
    EIN:
    34-1756997
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes Paid 621 621    
    Federal Excise Tax        
    State of Ohio 200 200