Wolfort Family Foundation

Private foundation · Grantmaker Naples, FL EIN: 20-3886434

The Wolfort Family Foundation is a private foundation based in Naples, Florida. It supports charitable, religious, and educational purposes in the United States and its possessions; its 2024 grants went primarily to organizations in Ohio.

Key facts about Wolfort Family Foundation

In short: Wolfort Family Foundation gave $292K across 22 grants in 2024 (avg $13K), mostly in Ohio. 45% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
20-3886434
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$292,200
Grants made (2024)
22
Average grant
$13,282
Median grant
$875
New grantees (estimate)
45% first-time grantees (10 of 22, 2024; small sample)
Total assets
$1,757,279
Primary geography
Ohio (97% of itemized 2024 grant dollars)
How to apply
The foundation does not restrict giving to preselected organizations. Full details ↓
Deadline
The filing states that the foundation does not currently have a submission deadline.

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+5.5% YoY

Annual Giving

$292K

+15.0% YoY

Grant Count

22

-18.5% YoY

Avg Grant Size

$13K

+41.2% YoY

Under IRS private-foundation payout rules, Wolfort Family Foundation reported a distributable amount of $114K for 2024 — the minimum it must pay out in qualifying distributions.

Is Wolfort Family Foundation open to new grantees?

45%

first-time grantees, 2024

In 2024, 10 of 22 grantees (45%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $1K; repeat grants $23K. How we count

Medians: $175 first-time, $8K repeat.

  • 50% of 2024 grantees were also funded in 2023. Method
  • Giving grew 134% from 2021 to 2024. Method
  • In 2024 it paid out 257% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grantees include a university, a hospital, an orchestra, a Jewish federation, a camp, a museum, and community organizations. The grantees’ own descriptions illustrate this range: Case Western Reserve University describes itself as a research-oriented university with strengths across health, engineering, arts and sciences, and other fields; IBU Foundation says it works to expand markets and build capacity for women artisans; and Greater Cleveland Food Bank says it provides food and essential resources to neighbors facing hunger.

Grantmaking

In filing year 2024, the foundation gave $292,200 through 22 grants. Grant amounts ranged from $100 to $100,000, with a median of $875. The largest awards included $100,000 to University Hospital of Cleveland, $55,000 to Ohio University, $50,000 to The Cleveland Orchestra, $26,400 to Cleveland Jewish Federation, and $25,000 to Case Western Reserve University. These grants were reported for general support.

Review Cycle

The filing states that the foundation does not currently have a submission deadline.

How to Apply

The foundation does not restrict giving to preselected organizations. The filing directs applicants to contact David Wolfort with a letter detailing the organization and purpose of the request. Awards must be used in the United States or its possessions for charitable, religious, or educational purposes.

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Geographic Focus

Where this funder awards grants

In 2024, 97% of grant dollars went to recipients in Ohio, 2% to South Carolina, 1% to Florida, and less than 1% to New York.

Grant Distribution by State

11states

Share of 2024 grant dollars across all 22 itemized grants.

Cities

ClevelandNaplesBeachwoodAthensChagrin FallsMoreland HillsPepper PikeChicagoColumbusFort MyersBonita SpringsCharlestonIndependenceShaker HeightsAkronBay VillageBuffaloDearbornFairview ParkGreenville

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K19 grants2020 17 grants2021 26 grants2022 27 grants2023 22 grants2024

From 2020 to 2024, annual grant giving ranged from $125K (2021) to $292K (2024). In 2024 it made 22 grants totaling $292K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

University Hospital of Cleveland: $100KUniversity Hospital ofCleveland$100KOhio University: $55KOhio University$55KThe Cleveland Orchestra: $50KThe Cleveland Orchestra$50KCleveland Jewish Federation: $26KCleveland Jewish Federation$26KCase Western Reserve University: $25KCase Western ReserveUniversity$25KHiram House Camp: $11KHiram House Camp$11KThe Shul: $10KThe Shul$10KIBU Foundation: $5KIBU Foundation$5KMaltz Museum: $5KMaltz Museum$5KCommunity Foundation for Collier CO: $1KCommunity Foundation forCollier CO$1K

The largest 2024 recipient was University Hospital of Cleveland ($100K). Together the top 10 received $289K.

Grant Size Distribution

111 grants across all recorded years

103<$50K6$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 103 grants of 111 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University Hospital of Cleveland Cleveland, OHGeneral Support$100,000
Ohio University Athens, OHGeneral Support$55,000
The Cleveland Orchestra Cleveland, OHGeneral Support$50,000
Cleveland Jewish Federation Beachwood, OHGeneral Support$26,400
Case Western Reserve University Cleveland, OHGeneral Support$25,000
Hiram House Camp Moreland Hills, OHGeneral Support$11,000
The Shul Pepper Pike, OHGeneral Support$10,000
IBU Foundation Charleston, SCGeneral Support$5,000
Maltz Museum Beachwood, OHGeneral Support$5,000
Community Foundation for Collier CO Naples, FLGeneral Support$1,100

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $1,757,279 $410,463 $317,582 $292,200 (22 grants)
2023 $1,665,808 $1,015,857 $266,514 $254,000 (27 grants)
2022 $1,188,318 $344,817 $150,768 $133,825 (26 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,757,279$1,665,808$1,188,318
Revenue$410,463$1,015,857$344,817
Expenses$317,582$266,514$150,768
Qualifying Distributions$292,200$254,000$133,825
Net Investment Income$370,243$702,220$42,477
Distributable Amount$113,841$85,997$76,996

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

Leadership team and compensation from IRS filings

The 2024 filing lists Barbara V Wolfort as director and president; David A Wolfort as director, secretary, and treasurer; and Justin A Wolfort, Andrew F Wolfort, and Erica R Wolfort as directors.

Wolfort Family Foundation is led by Barbara V. Wolfort, Director & President on every filing since 2020; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Barbara V. Wolfort

    Director & President

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Andrew F. Wolfort

    Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • David A. Wolfort

    Director, Secretary & Treasurer

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Erica R. Wolfort

    Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Justin A. Wolfort

    Director

    On filings since 2020

    0.1 hrs/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.

Contact

Application contact: David Wolfort
Mailing address: 5876 Burnham Road, Naples, FL 34119
Phone: (216) 736-3357

Frequently asked questions about Wolfort Family Foundation

How much does Wolfort Family Foundation give each year?

Wolfort Family Foundation gave $292K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $254K across 27 grants.

What is Wolfort Family Foundation's typical grant size?

Wolfort Family Foundation's median grant in 2024 was $875, and its average grant was $13,282, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Wolfort Family Foundation that year got $1K on average.

Where does Wolfort Family Foundation give grants?

Wolfort Family Foundation gives mostly in Ohio: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Cleveland, OH (5 grants), Beachwood, OH (2 grants), Moreland Hills, OH (2 grants) and Pepper Pike, OH (2 grants).

Does Wolfort Family Foundation give general operating support?

Yes: 100% of Wolfort Family Foundation's 2024 grants with a stated purpose (22 of 22) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Wolfort Family Foundation's largest grantees?

Wolfort Family Foundation's largest 2024 grantees include University Hospital of Cleveland ($100,000), Ohio University ($55,000) and The Cleveland Orchestra ($50,000), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.

How large is Wolfort Family Foundation?

Wolfort Family Foundation reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $292K in qualifying distributions that year, against a required minimum of $114K (roughly 5% of its investment assets).

What does Wolfort Family Foundation fund?

No mission statement for the foundation is provided. Its 2024 grantees include a university, a hospital, an orchestra, a Jewish federation, a camp, a museum, and community organizations. See mission & focus areas ↑

How do I apply for a grant from Wolfort Family Foundation?

The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Wolfort Family Foundation's EIN?

Wolfort Family Foundation's EIN (Employer Identification Number) is 20-3886434. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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