The Wolfe Family Charitable Foundation
The Wolfe Family Charitable Foundation is a private foundation established in 1993 and based in Sylvania, Ohio. It operates as a 501(c)(3) organization designated for charitable, educational, and philanthropic purposes. The foundation is also known as the James M Morton Ttee.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.4M
+7.2% YoY
Annual Giving
$630K
-13.1% YoY
Grant Count
56
-5.1% YoY
Avg Grant Size
$11K
-8.4% YoY
Under IRS private-foundation payout rules, The Wolfe Family Charitable Foundation reported a distributable amount of $652K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily supports:
- Blood donor initiatives and support for blood donors
- Church organ replacement projects
- Education
- Capital campaigns
- Arts and cultural organizations
- Historic buildings and preservation
- Creative writing and journalism
Grantmaking
The foundation does not currently list active grant opportunities or formal application processes in available sources.
Grant Range
approximately $14,200
Average Grant
approximately $14,200
How to Apply
es in available sources.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Connecticut, New York, and Ohio, with particular emphasis on the Ohio region.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $12,405,932
- Total Revenues: $1,606,128
- Total Expenses: $739,112
- Investment Income and Dividends: $330,203
- Total Liabilities: $48,400
As of 2023:
- Total Assets: $11.6 million
- Total Revenues: $1.31 million
- Total Expenses: $837,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,405,932 | $11,574,190 | $11,093,493 |
| Revenue | $1,606,128 | $1,305,293 | $-695,550 |
| Expenses | $739,112 | $836,502 | $1,116,157 |
| Qualifying Distributions | $630,000 | $725,000 | $950,000 |
| Net Investment Income | $1,500,140 | $1,094,448 | $6,307 |
| Distributable Amount | $652,291 | $584,959 | $624,678 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
236 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Toledo Alliance for the Performing Arts ($100,000), Littleton Studio School ($32,500), Old Globe Theatre ($28,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN PUBLIC MEDIA Saint Paul, MN | TO SUPPORT | $3,000 |
| American Red Cross BOONE, IA | TO SUPPORT | $27,500 |
| AMMONOOSUC CONSERVATION TRUST Franconia, NH | TO SUPPORT | $25,000 |
| ARTSPACELIMA Lima, OH | TO SUPPORT | $25,000 |
| AVON THEATRE FILM CENTER INC STAMFORD, CT | TO SUPPORT | $1,000 |
| BIG BROTHERS BIG SISTERS OF CONNECTICUT INC HARTFORD, CT | TO SUPPORT | $5,000 |
| BOWLING GREEN ARTS COUNCIL BOWLING GREEN, OH | TO SUPPORT | $20,000 |
| BRUCE MUSEUM INC GREENWICH, CT | CAPITAL CAMPAIGN | $22,500 |
| Christ Church Greenwich Greenwich, CT | To Support | $2,500 |
| DENISON UNIVERSITY Granville, OH | To Support | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Elizabeth T Wolfe – Chairman
- Christine W Nichols – Trustee
- Frederica R Wolfe – Trustee
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Elizabeth T Wolfe | Trustee | 0.9 | — |
| Christine W Nichols | Trustee | 0.9 | — |
| Frederica R Wolfe | Chair | 0.9 | — |
| William A Nichols | Non-Voting Trustee | 1.5 | — |
| John D Held | Trustee | 0.9 | — |
| Nishma Held | Non-Voting Trustee | 0.9 | — |
| Christopher F Patz | Trustee | 0.9 | — |
| Charles D Rittenhouse | Trustee Secretary/Treasurer | 1.5 | — |
| Macallaster Wolfe | Trustee | 0.9 | — |
| Caroline W Patz | Trustee | 0.9 | — |
| Olivia W Nichols | Trustee | 0.9 | — |
| Mary T Nichols | Trustee | 0.9 | — |
Recent News & Activity
Recent developments and announcements
The foundation established a $1 million endowment to support Toledo Symphony performances, education, and outreach programs, as announced in October 2024.
Wolfe Family Charitable Foundation establishes $1M Endowment to Support ToledoFrequently Asked Questions
What does The Wolfe Family Charitable Foundation fund?
The foundation primarily supports: • Blood donor initiatives and support for blood donors • Church organ replacement projects • Education • Capital campaigns • Arts and cultural organizations • Historic buildings and preservation • Creative writing and journalism
How do I apply for a grant from The Wolfe Family Charitable Foundation?
**Grant Activity:** • Made 39-67 grants in recent years • Typical award range: $1,000–$190,000 • Average grant size: approximately $14,200 • Median grant size: $5,000 **Recent Grant Examples (2024):** • Toledo Alliance for the Performing Arts: $100,000 • Toledo Opera Association: $50,000 • Littleton Studio School: $32,500 **Total Giving:** $630,000–$950,000 annually (varies by year) The foundation does not currently list active grant opportunities or formal application processes in available so…
Where does The Wolfe Family Charitable Foundation make grants?
The foundation primarily funds organizations in Connecticut, New York, and Ohio, with particular emphasis on the Ohio region.
What size grants does The Wolfe Family Charitable Foundation award?
In 2024, The Wolfe Family Charitable Foundation awarded 56 grants totaling $630K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is The Wolfe Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wolfe Family Charitable Foundation reported a distributable amount of $652K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Wolfe Family Charitable Foundation's EIN?
The Wolfe Family Charitable Foundation's EIN (Employer Identification Number) is 34-1756997. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Wolfe Family Charitable Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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