Louis E Wolfson Foundation Gilmore Rees & Carlson

Weston, MA
Tax-exempt since June 1952
EIN: 04-6053295

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$17.5k (2025)

Expenses

$12.2k (2025)

Total Assets

$515k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$17,450

Expenses

$12,168

Net Income

$5,282

Net Assets

$515,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,450	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$515,099
Total Liabilities	$0
Net Assets	$515,099

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Trustee)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Chair)	$0	$0
Tara Olsen (Trustee)	$0	$0

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990-PF

Filed on Oct. 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$19,062

Expenses

$16,509

Net Income

$2,553

Net Assets

$509,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,062	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$509,817
Total Liabilities	$0
Net Assets	$509,817

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Trustee)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Chair)	$0	$0
Tara Olsen (Trustee)	$0	$0

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990-PF

Filed on Aug. 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2023

Revenue

$1,032,364

Expenses

$17,240,314

Net Income

-$16,207,950

Net Assets

$507,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98	0.0%
Dividends	$371,124	35.9%
Sales of Assets	$661,142	64.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,097,351	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$528,804
Total Liabilities	$21,540
Net Assets	$507,264

Compensation

Key Employees and Officers	Compensation	Other
Jack London (Trustee)	$0	$0
Martin Cohne (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Albert Cullen Jr (Trustee)	$0	$0
Karen Antman Md (Chair)	$0	$0
Jules Dienstag Md (Trustee)	$0	$0
Tara Olsen (Trustee)	$0	$0

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990-PF

Filed on Jan. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2022

Revenue

$1,498,768

Expenses

$1,696,088

Net Income

-$197,320

Net Assets

$16,715,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$453,250	30.2%
Sales of Assets	$1,045,514	69.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,500,000	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,755,593
Total Liabilities	$40,379
Net Assets	$16,715,214

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Trustee)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Chair)	$0	$0

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990-PF

Filed on Dec. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$1,472,267

Expenses

$1,200,759

Net Income

$271,508

Net Assets

$16,912,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$411,678	28.0%
Sales of Assets	$1,048,237	71.2%
Other Income	$12,348	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,050,000	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,952,913
Total Liabilities	$40,379
Net Assets	$16,912,534

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Trustee)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on Jan. 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$1,243,656

Expenses

$1,056,158

Net Income

$187,498

Net Assets

$16,641,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$553,093	44.5%
Sales of Assets	$690,188	55.5%
Other Income	$375	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$930,000	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,681,405
Total Liabilities	$40,379
Net Assets	$16,641,026

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Chariman)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Trustee)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on April 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$1,782,915

Expenses

$1,082,981

Net Income

$699,934

Net Assets

$16,453,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$482,798	27.1%
Sales of Assets	$1,300,117	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$986,231	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,493,910
Total Liabilities	$40,382
Net Assets	$16,453,528

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Chairman)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on May 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$1,130,357

Expenses

$1,085,584

Net Income

$44,773

Net Assets

$15,753,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$453,684	40.1%
Sales of Assets	$676,673	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$983,185	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,793,976
Total Liabilities	$40,382
Net Assets	$15,753,594

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Chairman)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on Jan. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$1,240,146

Expenses

$1,034,830

Net Income

$205,316

Net Assets

$15,799,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$427,837	34.5%
Sales of Assets	$812,309	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$927,923	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,857,420
Total Liabilities	$57,715
Net Assets	$15,799,705

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Chairman)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on Jan. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$1,586,021

Expenses

$994,570

Net Income

$591,451

Net Assets

$15,594,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$559,218	35.3%
Sales of Assets	$1,026,803	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$897,315	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,642,799
Total Liabilities	$48,410
Net Assets	$15,594,389

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Chairman)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on Nov. 22, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$1,500,557

Expenses

$1,024,323

Net Income

$476,234

Net Assets

$16,431,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75	0.0%
Dividends	$660,036	44.0%
Sales of Assets	$840,446	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$950,336	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,490,032
Total Liabilities	$58,819
Net Assets	$16,431,213

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Chairman)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$1,168,837

Expenses

$1,010,430

Net Income

$158,407

Net Assets

$15,954,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$607,517	52.0%
Sales of Assets	$561,316	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$920,475	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,010,038
Total Liabilities	$55,059
Net Assets	$15,954,979

Compensation

Key Employees and Officers	Compensation	Other
Albert Cullen Jr (Trustee)	$0	$0
Henry Klapholz Md (Trustee)	$0	$0
Jack London (Trustee)	$0	$0
Robert Penn (Trustee)	$0	$0
Jules Dienstag Md (Chairman)	$0	$0
Martin Cohne (Trustee)	$0	$0
Karen Antman Md (Trustee)	$0	$0

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990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

-$1,730,590

Expenses

$978,313

Net Income

-$2,708,903

Net Assets

$15,796,572

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5
Dividends	$768,642
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$901,652	92.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,849,376
Total Liabilities	$52,804
Net Assets	$15,796,572

990-PF

Filed on March 21, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$829,999

Expenses

$883,360

Net Income

-$53,361

Net Assets

$18,505,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$489,315	59.0%
Sales of Assets	$340,678	41.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$799,565	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,549,530
Total Liabilities	$44,055
Net Assets	$18,505,475

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$915,715

Expenses

$951,614

Net Income

-$35,899

Net Assets

$18,558,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$445	0.0%
Dividends	$439,233	48.0%
Sales of Assets	$476,037	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$874,764	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,603,001
Total Liabilities	$44,165
Net Assets	$18,558,836

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Updated January 26, 2026

Louis E Wolfson Foundation Gilmore Rees & Carlson

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $17.5k (2025)

Expenses $12.2k (2025)

Total Assets $515k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$17.5k (2025)

Expenses

$12.2k (2025)

Total Assets

$515k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001