Milton a Wolf and Roslyn Z Family

BEACHWOOD, OH EIN: 03-0485546

Milton a Wolf and Roslyn Z Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEACHWOOD, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 7 grants totaling $284K. Net investment income was $184K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.3M

-1.9% YoY

Annual Giving

$284K

+1.2% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$41K

+1.2% YoY

Under IRS private-foundation payout rules, Milton a Wolf and Roslyn Z Family reported a distributable amount of $311K for 2024 — the minimum it must pay out in qualifying distributions.

About Milton a Wolf and Roslyn Z Family

Based on IRS filings

Milton a Wolf and Roslyn Z Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEACHWOOD, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 7 grants totaling $284K. Net investment income was $184K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ClevelandColumbusNew YorkPepper PikeShaker HeightsSilver Spring

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$348K$696K$1M$1M20202021202220232024
Metric202420232022
Total Assets$5,322,039$5,426,224$5,584,337
Revenue$238,714$168,905$167,870
Expenses$343,821$327,018$328,059
Qualifying Distributions$287,715$281,000$275,470
Net Investment Income$184,304$119,833$113,840
Distributable Amount$310,612$307,688$311,565

Giving Over Time

Total grant dollars and number of grants per year

$0$299K$598K$897K$1M6 grants20207 grants20215 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

THE OHIO STATE UNIVERSIT…$80KAMERICAN AUSTRIAN FOUNDA…$50KPARK SYNAGOGUE$50KTHE EDUCATIONAL VIDEO CE…$40KCENTRAL EUROPE CENTER FO…$39KHATHAWAY BROWN SCHOOL$20KCOLLEGE NOW GREATER CLEV…$6K

Grant Size Distribution

32 grants across all recorded years

20<$50K10$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Ohio State University Foundation ($80,000), American Austrian Foundation ($50,000), Park Synagogue ($50,000).

RecipientPurposeAmount
AMERICAN AUSTRIAN FOUNDATION NEW YORK, NYGRANT TO SUPPORT THE MILTON WOLF SEMINAR ON MEDIA AND DIPOLMACY$50,000
CENTRAL EUROPE CENTER FOR RESEARCH AND DOCUMENTATION INC SILVER SPRING, MDSUPPORT FOR STEPPING INTO THE FUTURE WITH EMPATHY AND THE MILTON WOLF PRIZE IN STUDENT ADOCACY$38,500
COLLEGE NOW GREATER CLEVELAND INC CLEVELAND, OH2024/2025 SCHOLARSHIP$5,750
HATHAWAY BROWN SCHOOL SHAKER HEIGHTS, OHTHE FUND FOR HATHAWAY BROWN$20,000
PARK SYNAGOGUE PEPPER PIKE, OHPARK EAST EXPANSION CAMPAIGN$50,000
THE EDUCATIONAL VIDEO CENTER NEW YORK, NYSUPPORT FOR THE YOUTH DOCUMENTARY WORKSHOP PROGRAM$40,000
THE OHIO STATE UNIVERSITY FOUNDATION COLUMBUS, OHWOLF LAND GRANT OPPORTUNITY SCHOLARSHIP FUND$80,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SHERRI WOLFVICE PRESIDENT1
NANCY WOLFVICE PRESIDENT1
CARYN WOLF WECHSLERPRESIDENT1
MICHAEL A SHEMOSECRETARY1
MICHAEL HOLOWATYTREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Milton a Wolf and Roslyn Z Family?

Milton a Wolf and Roslyn Z Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEACHWOOD, OH. It holds $5.3M in total assets as of 2024.

How large is Milton a Wolf and Roslyn Z Family?

As of 2024, Milton a Wolf and Roslyn Z Family holds $5.3M in total assets with $239K in annual revenue. It awarded 7 grants totaling $284K in 2024.

Where does Milton a Wolf and Roslyn Z Family operate?

Milton a Wolf and Roslyn Z Family has awarded grants in Maryland, New York, Ohio.

What size grants does Milton a Wolf and Roslyn Z Family award?

In 2024, Milton a Wolf and Roslyn Z Family awarded 7 grants totaling $284K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is Milton a Wolf and Roslyn Z Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Milton a Wolf and Roslyn Z Family reported a distributable amount of $311K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Milton a Wolf and Roslyn Z Family's EIN?

Milton a Wolf and Roslyn Z Family's EIN (Employer Identification Number) is 03-0485546. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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