Civic Intelligence

Louis E Wolfson Foundation C/O Paul Bishop Esquire Gilmore Rees

990PF • Fiscal year 2024 • EIN 04-6053295

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 06, 2024

Organization Profile
14 Briar LaneWeston, MA 02493

(617) 431-9788

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.6%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$509,817

Down $18,987 (-3.6%) from 2023

Net Assets

$509,817

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $21,540 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin64th percentile

Revenue

Down

$19,062

Down $1,013,302 (-98%) from 2023

Expenses

Down

$16,509

Down $17,223,805 (-100%) from 2023

Net Income

Up

$2,553

Up $16,210,503 (+100%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $18,628,517Liabilities 2010: $33,782Net Assets 2010: $18,594,7352010Assets 2011: $18,603,001Liabilities 2011: $44,165Net Assets 2011: $18,558,8362011Assets 2012: $18,549,530Liabilities 2012: $44,055Net Assets 2012: $18,505,4752012Assets 2013: $15,849,376Liabilities 2013: $52,804Net Assets 2013: $15,796,5722013Assets 2014: $16,010,038Liabilities 2014: $55,059Net Assets 2014: $15,954,9792014Assets 2015: $16,490,032Liabilities 2015: $58,8192015Assets 2016: $15,642,799Liabilities 2016: $48,410Net Assets 2016: $15,594,3892016Assets 2017: $15,857,420Liabilities 2017: $57,715Net Assets 2017: $15,799,7052017Assets 2018: $15,793,976Liabilities 2018: $40,382Net Assets 2018: $15,753,5942018Assets 2019: $16,493,910Liabilities 2019: $40,382Net Assets 2019: $16,453,5282019Assets 2020: $16,681,405Liabilities 2020: $40,379Net Assets 2020: $16,641,0262020Assets 2021: $16,952,913Liabilities 2021: $40,379Net Assets 2021: $16,912,5342021Assets 2022: $16,755,593Liabilities 2022: $40,379Net Assets 2022: $16,715,2142022Assets 2023: $528,804Liabilities 2023: $21,5402023Assets 2024: $509,817Liabilities 2024: $0Net Assets 2024: $509,8172024Assets 2025: $515,099Liabilities 2025: $0Net Assets 2025: $515,0992025

Highlighted filing

2024

Assets$509,817
Liabilities$0
Net Assets$509,817
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $918,1322010Expenses 2011: $951,6142011Expenses 2012: $883,3602012Revenue 2013: -$1,730,590Expenses 2013: $978,313Net Income 2013: -$2,708,9032013Revenue 2014: $1,168,837Expenses 2014: $1,010,430Net Income 2014: $158,4072014Revenue 2015: $1,500,557Expenses 2015: $1,024,323Net Income 2015: $476,2342015Revenue 2016: $1,586,021Expenses 2016: $994,570Net Income 2016: $591,4512016Revenue 2017: $1,240,146Expenses 2017: $1,034,830Net Income 2017: $205,3162017Revenue 2018: $1,130,357Expenses 2018: $1,085,584Net Income 2018: $44,7732018Revenue 2019: $1,782,915Expenses 2019: $1,082,981Net Income 2019: $699,9342019Revenue 2020: $1,243,656Expenses 2020: $1,056,158Net Income 2020: $187,4982020Revenue 2021: $1,472,267Expenses 2021: $1,200,759Net Income 2021: $271,5082021Revenue 2022: $1,498,768Expenses 2022: $1,696,088Net Income 2022: -$197,3202022Revenue 2023: $1,032,364Expenses 2023: $17,240,314Net Income 2023: -$16,207,9502023Revenue 2024: $19,062Expenses 2024: $16,509Net Income 2024: $2,5532024Revenue 2025: $17,450Expenses 2025: $12,168Net Income 2025: $5,2822025

Highlighted filing

2024

Revenue$19,062
Expenses$16,509
Net Income$2,553
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT CULLEN JRTrustee-$0--
JACK LONDONTrustee-$0--
ROBERT PENNTrustee-$0--
JULES DIENSTAG MDTrustee-$0--
MARTIN COHNETrustee-$0--
KAREN ANTMAN MDChair-$0--
TARA OLSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Louis E Wolfson Foundation
EIN
04-6053295
Phone
6174319788
Address
14 BRIAR LANE, WESTON, MA 02493

Signing Officer

Name
Karen Antman Md
Title
Chair
Signed
2024-08-06

Preparer

Firm
Lynch Marini & Associates Inc
Address
41 W CENTRAL ST, NATICK, MA 01760
Preparer
Anthony a Marini CPA
Phone
5086500018
Raw XML Appendix262 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT CULLEN JR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULES DIENSTAG MD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KAREN ANTMAN MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6TARA OLSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0DURING THE YEAR 7/01/2022 TO 6/30/2023 GRANTS AND CONTRIBUTIONS WERE AWARDED TO THREE UNIVERSITES TOTALLING 17,097,351. NO GRANTS OR AWARDS WERE AWARDED DURING 7/01/2023 TO 6/30/2024. NO PARTICULAR FORM IS REQUIRED AND APPLICATION MAY BE MADE BY LETTER. THE LETTER SHOULD CONTAIN A DETAILED EXPLANATION OF THE PROPOSAL AND SHOULD INCLUDE SUPPORTING MATERIALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HEATHER K FARQUHARSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07814319788
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt070 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WELLESLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002481
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DURING THE YEAR 7/01/2022 TO 6/30/2023 GRANTS AND CONTRIBUTIONS WERE AWARDED TO THREE UNIVERSITES TOTALLING 17,097,351. NO GRANTS OR AWARDS WERE AWARDED DURING 7/01/2023 TO 6/30/2024. UNDER THE TERMS OF THE GOVERNING INSTRUMENT, TWO-THIRDS OF FOUNDATION INCOME IS RESTRICTED FOR THE SUPPORT OF MEDICAL SCHOOLS AT BOSTON UNIVERSTIY, HARVARD UNIVERSITY, AND TUFTS UNIVERSITY. REMAINING GRANTS GENERALLY ARE RESTRICTED TO SUPPORTING THE MEDICAL EDUCATION OF M.D.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DURING THE YEAR 7/01/2022 TO 6/30/2023 GRANTS AND CONTRIBUTIONS WERE AWARDED TO THREE UNIVERSITES TO
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt024885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017097351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0504312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0104710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt062978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0105712
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt024885
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017769351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017097351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0504312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0104710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt062978
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017850178
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017875063
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILLING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09952
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212
TaxesSchedule/TaxesDetail/Amt04999
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN ANTMAN MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS E WOLFSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0046053295
ReturnHeader/Filer/PhoneNum06174319788
ReturnHeader/Filer/USAddress/AddressLine1Txt014 BRIAR LANE
ReturnHeader/Filer/USAddress/CityNm0WESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002493
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823467953
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH MARINI & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 W CENTRAL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NATICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001760
ReturnHeader/PreparerPersonGrp/PhoneNum05086500018
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY A MARINI CPA
ReturnHeader/ReturnTs02024-08-19T11:50:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$509,817
Liabilities
$0
Net assets
$509,817
Revenue
$19,062
Expenses
$16,509
Net income
$2,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.02$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.02$0.02$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.02$1.03$17.2$16.2
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.04$16.7$1.50$1.70$0.20
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.04$16.9$1.47$1.20$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.04$16.6$1.24$1.06$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.04$16.5$1.78$1.08$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.04$15.8$1.13$1.09$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.06$15.8$1.24$1.03$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.05$15.6$1.59$0.99$0.59
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.06$1.50$1.02$0.48
2014Detailed filing. Detailed filing data is available for this year.$16.0$0.06$16.0$1.17$1.01$0.16
2013Detailed filing. Detailed filing data is available for this year.$15.8$0.05$15.8$1.73$0.98$2.71
2012Detailed filing. Detailed filing data is available for this year.$18.5$0.04$18.5$0.88
2011Detailed filing. Detailed filing data is available for this year.$18.6$0.04$18.6$0.95
2010Detailed filing. Detailed filing data is available for this year.$18.6$0.03$18.6$0.92