Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,427,845J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 38,981 38,981  
4 Dividends and interest from securities... 291,222 291,222  
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
List of Attached Documents:
// Content
1,275,925
b Gross sales price for all assets on line 6a 12,285,366
7 Capital gain net income (from Part IV, line 2)... 1,275,925
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........ 1,606,128 1,606,128  
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
List of Attached Documents:
// Content
14,180 14,180    
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,177 5,177    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,007 80,007    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,324 200    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,668 4,668    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,756 1,756    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 109,112 105,988   0
25 Contributions, gifts, grants paid....... 630,000 630,000
26 Total expenses and disbursements. Add lines 24 and 25 739,112 105,988   630,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 867,016
b Net investment income (if negative, enter -0-) 1,500,140
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 350,655 119,500 119,500
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,701,523 Click to see attachment
List of Attached Documents:
// Content
1,396,074 		1,387,176
b Investments—corporate stock (attach schedule)....... 7,223,998 Click to see attachment
List of Attached Documents:
// Content
8,053,106 		9,980,421
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,298,014 Click to see attachment
List of Attached Documents:
// Content
2,837,252 		2,940,748
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,574,190 12,405,932 14,427,845
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
48,400 		Click to see attachment
List of Attached Documents:
// Content
6,000
23 Total liabilities (add lines 17 through 22)......... 48,400 6,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 11,525,790 12,399,932
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 11,525,790 12,399,932
30 Total liabilities and net assets/fund balances (see instructions). 11,574,190 12,405,932
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
11,525,790
2
Enter amount from Part I, line 27a .....................
2
867,016
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,126
4
Add lines 1, 2, and 3 ..........................
4
12,399,932
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,399,932
Form 990-PF (2024)
Form 990-PF (2024)
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 2023-12-31 2024-12-31
b PUBLICLY TRADED SECURITIES P 2023-12-31 2024-12-31
c PUBLICLY TRADED SECURITIES P 2023-12-31 2024-12-31
d PUBLICLY TRADED SECURITIES P 2019-12-31 2024-12-31
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 42,738 0 0 42,738
b 52 0 0 52
c 8,497,442 0 7,786,832 710,610
d 3,745,134 0 3,222,609 522,525
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 42,738
b 0 0 0 52
c 0 0 0 710,610
d 0 0 0 522,525
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 1,275,925
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
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 right arrow 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) 1 20,852
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 20,852
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 20,852
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,494
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 31,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -45994 7 45,994
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 21
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 25,121
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow25,121 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowLAVALLEY LAVALLEY TODAK & SCHAEFER CO LPA Telephone no.right arrow (419) 882-0081

Located atright arrow5800 Monroe Street Bldg FToledoOH ZIP+4right arrow43560
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
 
Part VII
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 Trustee
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 Chair
0.90 		0 0 0
5800 Monroe St Bldg F
Sylvania,OH43560
William A Nichols Non-Voting 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 W Nichols Trustee
0.90 		0 0 0
5800 Monroe St Bldg F
Sylvania,OH43560
Mary T 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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
9,069,089
b
Average of monthly cash balances.......................
1b
398,693
c
Fair market value of all other assets (see instructions)................
1c
4,200,100
d
Total (add lines 1a, b, and c).........................
1d
13,667,882
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
13,667,882
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
205,018
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,462,864
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
673,143
Part X
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 IX, line 6..................
1
673,143
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
20,852
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,852
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
652,291
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
652,291
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
652,291
Part XI
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
630,000
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
630,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 652,291
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 40,372
c From 2021...... 28,483
d From 2022...... 325,322
e From 2023...... 140,041
f Total of lines 3a through e ........ 534,218
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 630,000
a Applied to 2023, 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 2024 distributable amount..... 630,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 22,291 22,291
(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 5 511,927
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		511,927
10 Analysis of line 9:
a Excess from 2020.... 18,081
b Excess from 2021.... 28,483
c Excess from 2022.... 325,322
d Excess from 2023.... 140,041
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

AMERICAN PUBLIC MEDIA

480 Cedar Street
Saint Paul,MN55101 		  PC TO SUPPORT 3,000

American Red Cross

PO BOX 37839
BOONE,IA50037 		  PC TO SUPPORT 27,500

AMMONOOSUC CONSERVATION TRUST

297 Main Street 2nd Floor
Franconia,NH03580 		  PC TO SUPPORT 25,000

ARTSPACELIMA

65 Town Square
Lima,OH45801 		  PC TO SUPPORT 25,000

AVON THEATRE FILM CENTER INC

272 BEDFORD STREET
STAMFORD,CT06901 		  PC TO SUPPORT 1,000

BIG BROTHERS BIG SISTERS OF CONNECTICUT INC

30 LAUREL STREET SUITE 3
HARTFORD,CT06106 		  PC TO SUPPORT 5,000

BOWLING GREEN ARTS COUNCIL

PO BOX 555
BOWLING GREEN,OH43402 		  PC TO SUPPORT 20,000

BRUCE MUSEUM INC

1 MUSEUM DRIVE
GREENWICH,CT06830 		  PC CAPITAL CAMPAIGN 22,500

Christ Church Greenwich

254 East Putnam Avenue
Greenwich,CT068304871 		  PC To Support 2,500

DENISON UNIVERSITY

100 West College Street
Granville,OH43023 		  PC To Support 10,000

DOCTORS WITHOUT BORDERS

40 Rector Street 16th Floor
New York,NY10006 		  PC To Support 5,000

Domestic Violence Crisis Center

1111 Summer Street Suite 203
Stamford,CT06905 		  PC To Support 2,500

EARTHJUSTICE

50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		  PC To Support 10,000

EDUCATING CANINES ASSISTING WITH DISABILITIES

PO Box 831
Torrington,CT06790 		  PC To Support 5,000

EXPANDED SCHOOLS INC

11 WEST 42ND STREET 3RD FLOOR
NEW YORK,NY10036 		  PC TO SUPPORT 1,000

FRIENDS ACADEMY

270 DUCK POND ROAD
LOCUST VALLEY,NY11560 		  PC TO SUPPORT 10,000

FRIENDS OF OTTAWA NATIONAL WILDLIFE RESCUE

14000 W STATE ROUTE 2
OAK HARBOR,OH43449 		  PC INTERNSHIP PROGRAM 10,000

GOD'S LOVE WE DELIVER

166 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		  PC TO SUPPORT 2,500

GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED

1111 EAST PUTNAM AVENUE
RIVERSIDE,CT06878 		  PC To Support 1,000

GREENWICH SYMPHONY ORCHESTRA INC

PO BOX 35
GREENWICH,CT06836 		  PC TO SUPPORT 10,000

Greenwich Tree Conservancy Inc

PO Box 4215
Greenwich,CT06831 		  PC To Support 10,000

HEADSTRONG PROJECT

PO BOX 412572
BOSTON,MA02241 		  PC To Support 2,500

J WOOD PLATT CADDIE SCHOLARSHIP TRUST

1974 Sproul Road No 400
Broomall,PA19008 		  PC To Support 1,000

JAMES B LEE JR SCHOLARSHIP & RELIEF FUND

35 Potunk Lane
Westhampton Beach,NY11978 		  PC To Support 1,000

KPBS Public Media

5200 Campanile Drive
San Diego,CA92182 		  PC To Support 5,000

LA JOLLA PLAYHOUSE

2910 La Jolla Village Drive
La Jolla,CA92037 		  PC To Support 6,900

Littleton Studio School

23 Ammonoosuc Street
Littleton,NH03561 		  PC To Support 32,500

NEIGHBOR TO NEIGHBOR GREENWICH

248 EAST PUTNAM AVENUE
GREENWICH,CT06830 		  PC To Support 2,000

NEW HAMPSHIRE ALLIANCE FOR END OF LIFE OPTIONS

80 Post Road
Sugar Hill,NH03586 		  PC To Support 15,000

NEW YORK ACADEMY OF ART

111 Franklin Street
New York,NY10013 		  PC To Support 10,000

OLD GLOBE THEATRE

1363 Old Globe Way
San Diego,CA92101 		  PC TO SUPPORT 28,000

PACIFIC SKY PTA

6631 SOLTERRA VISTA PARKWAY
SAN DIEGO,CA92130 		  PC To Support 1,000

PLANNED PARENTHOOD OF GREATER OHIO

1301 Jefferson Avenue
Toledo,OH43604 		  PC To Support 5,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20090 		  PC TO SUPPORT 5,000

Planned Parenthood of Southern New England

969 West Main Street
Waterbury,CT06708 		  PC To Support 7,500

PROJECT BLANK

87 ISLAND AVE UNIT 603
San Diego,CA92101 		  PC To Support 15,000

PROJECT PURPLE

115 MAIN STREET SUITE 1
SEYMOUR,CT06483 		  PC TO SUPPORT 5,000

QUEEN SOFIA SPANISH INSTITUTE INC

575 MADISON AVENUE 10TH FLOOR
NEW YORK,NY10022 		  PC TO SUPPORT 5,000

ROUNDHILL SCHOLARSHIP FOUNDATION INC

88 Field Point Road
Greenwich,CT06830 		  PC To Support 2,000

SAN DIEGO ZOO WILDLIFE ALLIANCE

PO Box 120551
San Diego,CA92112 		  PC To Support 1,100

SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS

54 Portsmouth Street
Concord,NH03301 		  PC To Support 25,000

Southern Connecticut Storm Special Hockey Inc

757 Oenoke Ridge Road
New Canaan,CT06840 		  PC To Support 2,500

SUCCESS ACADEMY CHARTER SCHOOLS

95 Pine Street Floor 6
New York,NY10005 		  PC To Support 5,000

The Bancroft House - A FAMILY SANCTUARY

PO Box 344
Franconia,NH03580 		  PC To Support 7,500

THE COCOON

PO Box 1165
Bowling Green,OH43402 		  PC To Support 25,000

The Friends of the Colonial

PO Box 204
Bethlehem,NH03574 		  PC To Support 10,000

THE GREENWICH LAND TRUST INC

370 Round Hill Road
Greenwich,CT06831 		  PC TO SUPPORT 2,500

THE NATIONAL AUDOBON SOCIETY

613 Riversville Road
Greenwich,CT06831 		  PC To Support 1,500

THE SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		  PC TO SUPPORT 5,000

TOLEDO ALLIANCE FOR THE PERFORMING ARTS

1838 Parkwood Avenue Unit 310
Toledo,OH43604 		  PC To Support 100,000

Toledo Opera Association

425 Jefferson Ave Ste 601
Toledo,OH436041080 		  PC To Support 50,000

USSGA MEMORIAL FUND INC

49 Knollwood Road
Elmsford,NY10523 		  PC To Support 1,000

WEATHERVANE THEATRE PLAYERS INC

389 LANCASTER ROAD
WHITEFIELD,NH03598 		  PC TO SUPPORT 10,000

WINGS WORLD QUEST INC

780 Third Avenue 47th Floor
New York,NY10017 		  PC To Support 1,000

Yale University

PO Box 208232
New Haven,CT06520 		  PC To Support 20,000

YMCA OF GREENWICH

50 EAST PUTNAM AVENUE
GREENWICH,CT06830 		  PC TO SUPPORT 5,000
Total .................................right arrow 3a 630,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 38,981  
4 Dividends and interest from securities ....     14 291,222  
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 1,275,925  
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) ..   1,606,128  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,606,128
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -45,994


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 5,177 5,177    

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

TY 2024 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     42,738 0     42,738  
UNRECAPTURED SECTION 1250 GAIN         52 0     52  
PUBLIC SECURITIES (SHORT-TERM) 2023-12 Purchased 2024-12   8,497,442 7,786,832     710,610  
PUBLIC SECURITIES (LONG-TERM)     2024-12   3,745,134 3,222,609     522,525  

TY 2024 InvestmentsCorpStockSchedule
Name:
The Wolfe Family Charitable Foundation
EIN:
34-1756997
Name of Stock End of Year Book Value End of Year Fair Market Value
Welltower Inc Com 130,000 126,030
Alphabet Inc Cap Stk Cl C 190,366 407,542
Amazon Com Inc. 217,510 585,113
Apple Inc 170,590 250,420
Bank America Corp Com 221,372 307,650
Chevron Corp New Com 223,767 217,260
Chipotle Mexican Grill Inc 283,598 331,650
Costco Wholesale Corp Com 35,086 114,534
Meta Platforms Inc Class A Common Stock 154,559 175,653
Home Depot Inc 193,395 233,394
JPMorgan Chase & Co. Com 137,085 179,783
Eli Lilly & Co Com 364,007 308,800
Microsoft Corp 309,593 454,377
Morgan Stanley & Co. 192,880 314,300
Netflix Inc 133,536 178,264
Nvidia Corporation Com 282,641 335,725
Pfizer Inc 233,440 172,445
Range Resources Corp 249,799 269,850
Servicenow Inc Com USD 0.001 262,035 318,036
Shopify Inc Com NPV CL A 124,340 212,660
Snowflake Inc Cl A 135,270 154,410
Uber Technologies Inc Com 109,249 150,800
Ishares Russell 2000 ETF 264,360 265,152
Ishares Tr Core MSCI Total 327,745 330,700
Ishares MSCI Emr Mrk Ex China 150,173 149,715
Utilities Select Sector Spdr Fund 168,063 189,225
Vanguard Intl Equity Index Fds FTSE Emr 512,574 528,480
Vanguard Extended Markets Index Fund 400,665 569,940
Adobe Inc Com 100,130 88,936
American Water Works Company Inc. Com 48,924 51,414
Automatic Data Processing Inc Com 65,909 75,817
Blackrock Inc Com 59,063 105,586
Comcast Corp 65,417 58,059
Commerce Bancshares Inc 53,996 67,046
Ecolab Inc 63,565 91,853
Honeywell International Inc 62,301 80,417
Illinois Tool Works Inc Com 68,030 85,703
Johnson & Johnson Com 349,830 323,370
L3Harris Technologies Inc Com 55,074 55,093
Lowes Companies Inc Com USD 0.50 46,023 83,418
Martin Marietta Materials Inc Com 167,948 154,950
Mondelez Intl Inc 57,235 58,715
Mongodb Inc Cl A 85,053 69,843
Nextera Energy Inc Com USD 0.01 44,345 54,341
Pepsico Inc 30,130 54,742
Procter & Gamble Co Com 57,450 70,078
Prologis Inc. Com 65,970 55,704
S&P Global Inc. Com 55,352 88,151
Starbucks Corp Com USD 0.001 65,877 60,499
Stryker Corporation Com 58,047 112,696
Texas Instruments Inc Com USD 1.00 52,763 73,879
Union Pac Corp Com 60,101 67,500
UnitedHealth Group Inc 36,875 60,703

TY 2024 InvestmentsGovtObligationsSch
Name:
The Wolfe Family Charitable Foundation
EIN:
34-1756997
US Government Securities - End of Year Book Value:

1,396,074
US Government Securities - End of Year Fair Market Value:

1,387,176
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 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
MFS Growth Fund Class I   190,777 339,369
Principal Diversified Inc Inst.   2,951 3,140
Fidelity Government Cash Reserves   459,889 459,889
MFS International Diversification CL I   414,673 434,051
Guggenheim Limited Duration Cl Instl   250,910 254,759
Lord Abbett Floating Rate Fd Cl A   150,043 139,312
Principal Diversified Inc Inst   577,258 519,896
Vanguard Hi Yield Corporate Admiral   27,256 26,837
FIMM Government Portfolio: Instl Cl   763,495 763,495

TY 2024 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 14,180 14,180    


TY 2024 OtherDecreasesSchedule
Name:
The Wolfe Family Charitable Foundation
EIN:
34-1756997
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 0


TY 2024 OtherExpensesSchedule
Name:
The Wolfe Family Charitable Foundation
EIN:
34-1756997
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
D&O Coverage - Insurance 1,756 1,756    


TY 2024 OtherIncreasesSchedule
Name:
The Wolfe Family Charitable Foundation
EIN:
34-1756997
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 7,126


TY 2024 OtherLiabilitiesSchedule
Name:
The Wolfe Family Charitable Foundation
EIN:
34-1756997
Description Beginning of Year - Book Value End of Year - Book Value
Outstanding Checks 48,400 6,000


TY 2024 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 80,007 80,007    


TY 2024 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 3,124      
Federal Excise Tax 0 0    
State of Ohio 200 200