Nonprofit · EIN 03-0485546
MILTON A AND ROSLYN Z WOLF FAM FOUNDATION
Tax-exempt · BEACHWOOD, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $238,714 | $343,821 | -$105,107 | $5,322,039 | $0 | $5,322,039 |
| December 31, 2023 | 990-PF | $168,905 | $327,018 | -$158,113 | $5,426,224 | $0 | $5,426,224 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $177,190
- Interest
- $9,652
- Net gain from sales of assets
- $49,713
- Other income
- $2,159
Expenses
- Grants and similar amounts paid
- $284,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $287,715
- Excise tax on investment income
- $2,562
Balance sheet and other
- Total assets, start of year
- $5,426,224
- Total assets, end of year
- $5,322,039
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,322,039
- Fair market value of assets
- $6,318,874
- Qualifying distributions
- $287,715
- Net investment income
- $238,714
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI WOLF 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | VICE PRESIDENT | 1 | $0 |
| NANCY WOLF 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | VICE PRESIDENT | 1 | $0 |
| CARYN WOLF WECHSLER 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | PRESIDENT | 1 | $0 |
| MICHAEL A SHEMO 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | SECRETARY | 1 | $0 |
| MICHAEL HOLOWATY 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI WOLF 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | VICE PRESIDENT | 1 | $0 |
| NANCY WOLF 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | VICE PRESIDENT | 1 | $0 |
| CARYN WOLF WECHSLER 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | PRESIDENT | 1 | $0 |
| MICHAEL A SHEMO 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | SECRETARY | 1 | $0 |
| MICHAEL HOLOWATY 25700 SCIENCE PARK DR, BEACHWOOD, OH 44122 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- SIGNATURE SQUARE I 380, BEACHWOOD, OH 44122-0000
- In care of
- % MILTON A WOLF
- Signed the 990-PF
- MICHAEL HOLOWATY, TREASURER
- Phone
- (216) 831-2000
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0485546
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,199,288
- Income (IRS master file)
- $2,937,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $238,714 | $343,821 | $5,322,039 | IRS |
| 990-PF | December 2023 | $168,905 | $327,018 | $5,426,224 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0485546).
Questions about MILTON A AND ROSLYN Z WOLF FAM FOUNDATION
- What is the EIN of MILTON A AND ROSLYN Z WOLF FAM FOUNDATION?
- The employer identification number (EIN) of MILTON A AND ROSLYN Z WOLF FAM FOUNDATION is 03-0485546.
- Is MILTON A AND ROSLYN Z WOLF FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MILTON A AND ROSLYN Z WOLF FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILTON A AND ROSLYN Z WOLF FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILTON A AND ROSLYN Z WOLF FAM FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILTON A AND ROSLYN Z WOLF FAM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MILTON A AND ROSLYN Z WOLF FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does MILTON A AND ROSLYN Z WOLF FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $238,714, expenses of $343,821 and total assets of $5,322,039 at year end.
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