Milton a Wolf and Roslyn Z Family

Private foundation · Grantmaker Beachwood, OH EIN: 03-0485546

Milton a Wolf and Roslyn Z Family is a private foundation, 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.

Key facts about Milton a Wolf and Roslyn Z Family

In short: Milton a Wolf and Roslyn Z Family gave $284K across 7 grants in 2024 (avg $41K), mostly in Ohio. Source: 2024 IRS Form 990-PF.

EIN
03-0485546
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$284,250
Grants made (2024)
7
Average grant
$40,607
Median grant
$40,000
Total assets
$5,322,039
Primary geography
Ohio (55% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

How Milton a Wolf and Roslyn Z Family gives

  • Giving fell 76% from 2021 to 2024. Method
  • In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 7 itemized grants.

Cities

New YorkColumbusShaker HeightsPepper PikeClevelandSilver Spring

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M6 grants2020 7 grants2021 5 grants2022 7 grants2023 7 grants2024

From 2020 to 2024, annual grant giving ranged from $257K (2020) to $1.2M (2021). In 2024 it made 7 grants totaling $284K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

The Ohio State University Foundation: $80KThe Ohio State UniversityFoundation$80KAmerican Austrian Foundation: $50KAmerican Austrian Foundation$50KPark Synagogue: $50KPark Synagogue$50KThe Educational Video Center: $40KThe Educational Video Center$40KCentral Europe Center for Research and Documentation Inc: $39KCentral Europe Center forResearch and Documentation Inc$39KHathaway Brown School: $20KHathaway Brown School$20KCollege Now Greater Cleveland Inc: $6KCollege Now Greater ClevelandInc$6K

The largest 2024 recipient was The Ohio State University Foundation ($80K). Together the top 7 received $284K.

Grant Size Distribution

32 grants across all recorded years

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

The most common grant size was under $50K: 20 grants of 32 (63%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Ohio State University Foundation Columbus, OHWolf Land Grant Opportunity Scholarship Fund$80,000
American Austrian Foundation New York, NYGrant to support the milton wolf seminar on media and dipolmacy$50,000
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
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
Hathaway Brown School Shaker Heights, OHThe Fund for Hathaway Brown$20,000
College Now Greater Cleveland Inc Cleveland, OH2024/2025 Scholarship$5,750

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Milton a Wolf and Roslyn Z Family is led by Caryn Wolf Wechsler, President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Caryn Wolf Wechsler

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michael A. Shemo

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michael Holowaty

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nancy Wolf

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Sherri Wolf

    Vice President

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Milton a Wolf and Roslyn Z Family

How much does Milton a Wolf and Roslyn Z Family give each year?

Milton a Wolf and Roslyn Z Family gave $284K across 7 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $281K across 7 grants.

What is Milton a Wolf and Roslyn Z Family's typical grant size?

Milton a Wolf and Roslyn Z Family's median grant in 2024 was $40,000, and its average grant was $40,607, across 7 grants on its 2024 IRS Form 990-PF.

Where does Milton a Wolf and Roslyn Z Family give grants?

Milton a Wolf and Roslyn Z Family gives mostly in Ohio: 55% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (32%) and Maryland (14%). The most frequent recipient cities were New York, NY (2 grants).

Does Milton a Wolf and Roslyn Z Family give general operating support?

Not in 2024: none of the 7 grants with a stated purpose on Milton a Wolf and Roslyn Z Family's 2024 IRS Form 990-PF were described as general or operating support.

Who are Milton a Wolf and Roslyn Z Family's largest grantees?

Milton a Wolf and Roslyn Z Family's largest 2024 grantees include The Ohio State University Foundation ($80,000), American Austrian Foundation ($50,000) and Park Synagogue ($50,000), according to its 2024 IRS Form 990-PF. Together they received 63% of its itemized 2024 grant dollars.

How large is Milton a Wolf and Roslyn Z Family?

Milton a Wolf and Roslyn Z Family reported $5.3M in total assets on its 2024 IRS Form 990-PF. It paid out $288K in qualifying distributions that year, against a required minimum of $311K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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.

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

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