Nonprofit · EIN 34-1756997
WOLFE FAM CHARITABLE FOUNDATION TR
Also known as JAMES M MORTON TTEE
Tax-exempt · SYLVANIA, OH 43560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,485,895 | $948,049 | $537,846 | $13,035,846 | $5,000 | $13,030,846 |
| December 31, 2024 | 990-PF | $1,606,128 | $739,112 | $867,016 | $12,405,932 | $6,000 | $12,399,932 |
| December 31, 2023 | 990-PF | $1,305,293 | $836,502 | $468,791 | $11,574,190 | $48,400 | $11,525,790 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $253,962
- Interest
- $32,527
- Net gain from sales of assets
- $1,199,406
Expenses
- Grants and similar amounts paid
- $745,000
- Disbursements for charitable purposes
- $745,000
- Excise tax on investment income
- $17,832
Balance sheet and other
- Total assets, start of year
- $12,405,932
- Total assets, end of year
- $13,035,846
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $13,030,846
- Fair market value of assets
- $15,678,229
- Qualifying distributions
- $745,000
- Net investment income
- $1,485,895
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth T Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Christine W Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Chair/Trustee | 0.9 | $0 |
| Frederica R Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| William A Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | CFO/Non-Voting Trustee | 1.5 | $0 |
| John D Held 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Nishma Held 5800 Monroe St Bldg F, Sylvania, OH 43560 | Non-Voting Trustee | 0.9 | $0 |
| Christopher F Patz 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Charles D Rittenhouse 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee Secretary/Treasurer | 1.5 | $0 |
| Macallaster Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Caroline W Patz 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Olivia W Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Mary T Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth T Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Christine W Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Frederica R Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Chair | 0.9 | $0 |
| William A Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Non-Voting Trustee | 1.5 | $0 |
| John D Held 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Nishma Held 5800 Monroe St Bldg F, Sylvania, OH 43560 | Non-Voting Trustee | 0.9 | $0 |
| Christopher F Patz 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Charles D Rittenhouse 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee Secretary/Treasurer | 1.5 | $0 |
| Macallaster Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Caroline W Patz 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Olivia W Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Mary T Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth T Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Christine W Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Frederica R Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Chair | 0.9 | $0 |
| William A Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Non-Voting Trustee | 1.5 | $0 |
| John D Held 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Nishma Held 5800 Monroe St Bldg F, Sylvania, OH 43560 | Non-Voting Trustee | 0.9 | $0 |
| Christopher F Patz 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Charles D Rittenhouse 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee Secretary/Treasurer | 1.5 | $0 |
| Macallaster Wolfe 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Caroline W Patz 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Olivia W Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
| Mary T Nichols 5800 Monroe St Bldg F, Sylvania, OH 43560 | Trustee | 0.9 | $0 |
Address and contacts
- Address (IRS master file)
- 5800 MONROE ST BLDG F, SYLVANIA, OH 43560-2263
- In care of
- % FIRST TOLEDO CORP
- Signed the 990-PF
- CHRISTINE W NICHOLS, CHAIR
- Phone
- (419) 882-0081
- Return prepared by
- LaValley LaValley Todak & Schaefer Co LPA
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 | 990-PF on file |
| 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
- 34-1756997
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $13,035,846
- Income (IRS master file)
- $9,127,228
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,485,895 | $948,049 | $13,035,846 | XML |
| 990-PF | December 2024 | $1,606,128 | $739,112 | $12,405,932 | XML |
| 990-PF | December 2023 | $1,305,293 | $836,502 | $11,574,190 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 34-1756997).
Questions about WOLFE FAM CHARITABLE FOUNDATION TR
- What is the EIN of WOLFE FAM CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of WOLFE FAM CHARITABLE FOUNDATION TR is 34-1756997.
- Is WOLFE FAM CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to WOLFE FAM CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WOLFE FAM CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WOLFE FAM CHARITABLE FOUNDATION TR 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 WOLFE FAM CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WOLFE FAM CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does WOLFE FAM CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,485,895, expenses of $948,049 and total assets of $13,035,846 at year end.
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