Milton a Wolf and Roslyn Z Family
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
Share of 2024 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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 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
The most common grant size was under $50K: 20 grants of 32 (63%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Ohio State University Foundation Columbus, OH | Wolf Land Grant Opportunity Scholarship Fund | $80,000 |
| American Austrian Foundation New York, NY | Grant to support the milton wolf seminar on media and dipolmacy | $50,000 |
| Park Synagogue Pepper Pike, OH | Park East Expansion Campaign | $50,000 |
| The Educational Video Center New York, NY | Support for the Youth Documentary Workshop Program | $40,000 |
| Central Europe Center for Research and Documentation Inc Silver Spring, MD | Support for stepping into the future with empathy and the milton wolf prize in student adocacy | $38,500 |
| Hathaway Brown School Shaker Heights, OH | The Fund for Hathaway Brown | $20,000 |
| College Now Greater Cleveland Inc Cleveland, OH | 2024/2025 Scholarship | $5,750 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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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