Herbert O Wolfe Foundation

BELMONT, MA EIN: 11-6012915

Herbert O Wolfe Foundation is a private foundation, based in BELMONT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $102K in total assets. In 2024, it awarded 32 grants totaling $149K. Net investment income was $69K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$102K

-44.9% YoY

Annual Giving

$149K

+19.7% YoY

Grant Count

32

+68.4% YoY

Avg Grant Size

$5K

-28.9% YoY

About Herbert O Wolfe Foundation

Based on IRS filings

Herbert O Wolfe Foundation is a private foundation, based in BELMONT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $102K in total assets. In 2024, it awarded 32 grants totaling $149K. Net investment income was $69K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

17states
+9 more states

Cities

AmherstAustinBelmontBostonCambridgeEdgecombFresh MeadowsHagerstownHanaleiJupiterKansas CityLynnManhassetMcleanMinneapolisNew YorkNewarkNewtonPasadenaPhiladelphia

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$87K$130K$173K20202021202220232024
Metric202420232022
Total Assets$101,994$185,099$265,393
Revenue$74,368$55,575$72,681
Expenses$157,473$135,869$148,342
Qualifying Distributions$152,155$127,129$140,046
Net Investment Income$69,050$48,330$66,640
Distributable Amount$11,632$16,662$23,775

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$75K$112K$149K21 grants202020 grants202123 grants202219 grants202332 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

AMERICAN FRIENDS OF MAGE…$10KCAMERA (COMMITTEE FOR AC…$10KLOUIS D BRANDEIS CENTER$10KMICHAEL J FOX FDN FOR PA…$10KBETH ISRAEL DEACONESS ME…$10KCOMBINED JEWISH PHILANTH…$8KFIDF (FRIENDS OF THE IDF)$8KJEWISH FAMILY AND CHILDR…$8KBOCA RATON REGIONAL HOSP…$6KPEF ISRAEL ENDOWMENT FUNDS$6K

Grant Size Distribution

115 grants across all recorded years

115<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LOUISE WOLFEPRESIDENT AND TREASURER
STEFAN AHLBLADSECRETARY
DANIEL RAYBINDIRECTOR
DONNA LEVINDIRECTOR
LAURA FELLMANDIRECTOR
HANNAH AHLBLADDIRECTOR

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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