Civic Intelligence

Herbert O Wolfe Foundation

EIN 11-6012915 • Belmont, MA

Refreshing map…

30 Hastings RoadBelmont, MA 02478
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

9th percentile

-154%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

14th percentile

-69%

Faster asset growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

43rd percentile

-6.3%

Faster revenue growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

$17,491

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$17,491

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

$48,769

No earlier filing loaded for comparison.

Expenses

$123,755

No earlier filing loaded for comparison.

Net Income

-$74,986

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $659,932Liabilities 2011: $0Net Assets 2011: $659,9322011Assets 2012: $658,871Liabilities 2012: $0Net Assets 2012: $658,8712012Assets 2013: $638,157Liabilities 2013: $1Net Assets 2013: $638,1572013Assets 2014: $645,734Liabilities 2014: $12014Assets 2015: $612,366Liabilities 2015: $1Net Assets 2015: $612,3662015Assets 2016: $561,125Liabilities 2016: $0Net Assets 2016: $561,1252016Assets 2017: $524,708Liabilities 2017: $0Net Assets 2017: $524,7082017Assets 2018: $473,735Liabilities 2018: $0Net Assets 2018: $473,7352018Assets 2019: $425,726Liabilities 2019: $12019Assets 2020: $364,149Liabilities 2020: $1Net Assets 2020: $364,1492020Assets 2021: $341,054Liabilities 2021: $0Net Assets 2021: $341,0542021Assets 2022: $265,393Liabilities 2022: $0Net Assets 2022: $265,3932022Assets 2023: $185,099Liabilities 2023: $12023Assets 2025: $17,491Liabilities 2025: $0Net Assets 2025: $17,4912025

Highlighted filing

2025

Assets$17,491
Liabilities$0
Net Assets$17,491
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2011: $58,7342011Expenses 2012: $61,4012012Revenue 2013: $38,693Expenses 2013: $59,407Net Income 2013: -$20,7142013Revenue 2014: $73,484Expenses 2014: $65,907Net Income 2014: $7,5772014Revenue 2015: $26,682Expenses 2015: $60,050Net Income 2015: -$33,3682015Revenue 2016: $49,856Expenses 2016: $101,097Net Income 2016: -$51,2412016Revenue 2017: $48,571Expenses 2017: $94,576Net Income 2017: -$46,0052017Revenue 2018: $28,666Expenses 2018: $79,639Net Income 2018: -$50,9732018Revenue 2019: $25,962Expenses 2019: $73,971Net Income 2019: -$48,0092019Revenue 2020: $41,751Expenses 2020: $103,328Net Income 2020: -$61,5772020Revenue 2021: $83,336Expenses 2021: $106,431Net Income 2021: -$23,0952021Revenue 2022: $72,681Expenses 2022: $148,342Net Income 2022: -$75,6612022Revenue 2023: $55,575Expenses 2023: $135,869Net Income 2023: -$80,2942023Revenue 2025: $48,769Expenses 2025: $123,755Net Income 2025: -$74,9862025

Highlighted filing

2025

Revenue$48,769
Expenses$123,755
Net Income-$74,986
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,491
Liabilities
$0
Net assets
$17,491
Revenue
$48,769
Expenses
$123,755
Net income
-$74,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.49$1.24$0.75
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$0.56$1.36$0.80
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.73$1.48$0.76
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.83$1.06$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.42$1.03$0.62
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.00$0.26$0.74$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.29$0.80$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$0.49$0.95$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.50$1.01$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$6.12$0.27$0.60$0.33
2014Detailed filing. Detailed filing data is available for this year.$6.46$0.00$0.73$0.66$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.38$0.00$6.38$0.39$0.59$0.21
2012Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.61
2011Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Jan 20, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE WOLFEPresident, Treasurer, Director-$0--
STEFAN AHLBLADSecretary-$0--
DANIEL RAYBINDirector-$0--
DONNA LEVINDirector-$0--
LAURA FELLMANDirector-$0--
HANNAH AHLBLADDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBETH ISRAEL DEACONESS MEDICAL CENTER INC ( BETH ISRAEL LAHEY HEALTH)FOR DRUNRESTRICTED CONTRIBUTIONPCCHARLESTOWN, MA, US$30,000
Paid GrantMICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCHUNRESTRICTED CONTRIBUTIONPCNEW YORK, NY, US$15,000
Paid GrantBOCA RATON REGIONAL HOSPITAL FOUNDATION- FOR LEAGUE OF RIBBONS LYNN CANCERUNRESTRICTED CONTRIBUTIONPCBOCA RATON, FL, US$10,000
Paid GrantJEWISH FAMILY & CHILDREN'S SERVICES OF SAN FRANCISCOTHE PENINSULAMARIN & SUNRESTRICTED CONTRIBUTIONPCSAN FRANCISCO, CA, US$10,000
Paid GrantLOUIS D BRANDEIS CENTER INCUNRESTRICTED CONTRIBUTIONPCWASHINGTON, DC, US$8,000
Paid GrantCONGREGATION BETH SHOLOM - FOR SAN FRANCISCO CA CENTER FOR LIFELONG LEARNINUNRESTRICTED CONTRIBUTIONPCSAN FRANCISCO, CA, US$8,000
Paid GrantAMERICAN FRIENDS OF MOGEN DAVID ADOM (AFMDA)UNRESTRICTED CONTRIBUTIONPCPHILADEPHIA, PA, US$6,000
Paid GrantPASADENA COMMUNITY FOUNDATION - MATTHEW SCHWARTZ MEMORIAL FUNDUNRESTRICTED CONTRIBUTIONPCPASADENA, CA, US$4,000
Paid GrantTHE SECOND STEP INCUNRESTRICTED CONTRIBUTIONPCNEWTONVILLE, MA, US$4,000
Paid GrantCOMBINED JEWISH PHILANTHROPIES (CJP)UNRESTRICTED CONTRIBUTIONPCBOSTON, MA, US$3,000
Paid GrantMULTIPLE MYELOMA RESEARCH FOUNDATIONUNRESTRICTED CONTRIBUTIONPCNORWALK, CT, US$2,000
Paid GrantFARE (FOOD ALLERGY RESEARCH & EDUCATION)UNRESTRICTED CONTRIBUTIONPCMCLEAN, VA, US$2,000
Paid GrantJEWISH FAMILY & CHILDREN'S SERVICE WALTHAM MAUNRESTRICTED CONTRIBUTIONPCWALTHAM, MA, US$2,000
Paid GrantTEMPLE EMANUEL OF NEWTON MAUNRESTRICTED CONTRIBUTIONPCNEWTON, MA, US$1,000
Paid GrantPOWERS MUSIC SCHOOL BELMONTMAUNRESTRICTED CONTRIBUTIONPCBELMONT, MA, US$1,000
Paid GrantINNOVATIONS FOR POVERTY ACTION (IPA)UNRESTRICTED CONTRIBUTIONPCWASHINGTON, DC, US$1,000
Paid GrantHARVARD HILLELUNRESTRICTED CONTRIBUTIONPCCAMBRIDGE, MA, US$1,000
Paid GrantUNIVERSITY OF TEXAS AT AUSTIN HILLELUNRESTRICTED CONTRIBUTIONPCAUSTIN, TX, US$1,000
Paid GrantU MASS HILLEL AT AMHERSTUNRESTRICTED CONTRIBUTIONPCAMHERST, MA, US$1,000
Paid GrantCHABAD - UNIVERSITY OF MINNESOTA - THE ROHR CENTER FOR JEWISH STUDENT LIFEUNRESTRICTED CONTRIBUTIONPCMINNEAPOLIS, MN, US$1,000
Paid GrantCOLUMBIABARNARD HILLELUNRESTRICTED CONTRIBUTIONPCNEW YORK, NY, US$1,000
Paid GrantMIT - FOR MIT HILLELUNRESTRICTED CONTRIBUTIONPCCAMBRIDGE, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
Herbert O Wolfe Foundation Inc
EIN
11-6012915
Phone
6174841585
Address
30 HASTINGS ROAD, BELMONT, MA 02478

Signing Officer

Name
Louise Wolfe
Title
President
Phone
6174841585
Signed
2026-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET 17TH FLOOR, BOSTON, MA 02109
Preparer
Kristen Cummings
Phone
6178075000
Raw XML AppendixShowing 400 of 531 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03374
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02170
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046596
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048769
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03374
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046596
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0113000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0113000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02170
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-74986
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0113994
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01500
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0410
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01118
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0123755
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048769
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05284
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046596
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-74986
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09517
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027008
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05258
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUISE WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEFAN AHLBLAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL RAYBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DONNA LEVIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LAURA FELLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5HANNAH AHLBLAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA

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