Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WOLF & COMPANY CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address) 255 STATE STREET
  Room/suite
City or town
BOSTON
State or province
MA
Country  
ZIP or foreign postal code
02109
A Employer identification number

20-5817793
B Telephone number (see instructions)

6174399700
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$76,189J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 130,284
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
950 0  
12 Total. Add lines 1 through 11........ 131,234 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
90 0   90
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90 0   90
25 Contributions, gifts, grants paid....... 120,688 120,688
26 Total expenses and disbursements. Add lines 24 and 25 ................ 120,778 0   120,778
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,456
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 65,733 76,189 76,189
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 65,733 76,189 76,189
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 65,733 76,189
29 Total net assets or fund balances (see instructions)..... 65,733 76,189
30 Total liabilities and net assets/fund balances (see instructions). 65,733 76,189
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
65,733
2
Enter amount from Part I, line 27a .....................
2
10,456
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
76,189
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
76,189
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofMAUREEN P MAGEE Telephone no. (617) 439-9700

Located at255 STATE STREETBOSTONMA ZIP+402109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GERALD R GAGNE PRESIDENT/CHAIRMAN
1.00 		0 0 0
255 STATE STREET
BOSTON,MA02109
HILLARY BURR TREASURER/DIRECTOR
1.00 		0 0 0
255 STATE STREET
BOSTON,MA02109
SCOTT GOODWIN SECRETARY/DIRECTOR
1.00 		0 0 0
255 STATE STREET
BOSTON,MA02109
MARK O'CONNELL DIRECTOR
1.00 		0 0 0
255 STATE STREET
BOSTON,MA02109
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
70,961
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
70,961
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
70,961
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,064
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
69,897
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,495
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,495
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,495
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,495
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,495
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
120,778
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
120,778
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,495
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 78,234
b From 2021...... 59,489
c From 2022...... 64,434
d From 2023...... 73,369
e From 2024...... 124,392
f Total of lines 3a through e ........ 399,918
4Qualifying distributions for 2025 from Part
XI, line 4: $ 120,778
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 3,495
e Remaining amount distributed out of corpus 117,283
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 517,201
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		78,234
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		438,967
10 Analysis of line 9:
a Excess from 2021 .... 59,489
b Excess from 2022 .... 64,434
c Excess from 2023 .... 73,369
d Excess from 2024 .... 124,392
e Excess from 2025 .... 117,283
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GERALD R GAGNE
255 STATE STREET
BOSTON,MA02109
(617) 439-9700
bThe form in which applications should be submitted and information and materials they should include:
NO PRESCRIBED FORM
cAny submission deadlines:
NO PRESCRIBED DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE WOLF & COMPANY CHARITABLE FOUNDATION SUPPORTS THE PHILANTHROPIC ENDEAVORS OF THE OFFICERS AND EMPLOYEES OF WOLF & COMPANY, P.C. THE FOUNDATION, IS MANAGED AND FUNDED BY THE OFFICERS AND EMPLOYEES OF WOLF & COMPANY, P.C , AND DEMONSTRATES WOLF'S LONG STANDING COMMITMENT TO GIVING BACK TO THE COMMUNITIES IN WHICH THEY LIVE AND WORK. NUMEROUS FUNDRAISING ACTIVITIES AS WELL AS VOLUNTEER OPPORTUNITIES ARE SPONSORED BY THE FOUNDATION AND THE WOLF PHILANTHROPY COMMITTEE. THESE PROVIDE A VARIETY OF WAYS FOR EMPLOYEES TO DONATE THEIR TIME AND FUNDS TO SPECIFIC CHARITIES THAT ARE IMPORTANT TO THEM. IN ADDITION TO RAISING MONEY FOR SPECIFIC NON-PROFITS, THE FOUNDATION ALSO RAISES FUNDS WHICH ARE DISTRIBUTED BASED ON INDIVIDUAL NEEDS AND REQUESTS. THE FOUNDATION ALSO PROVIDES SUPPORT TO COMMUNITY, CHARITABLE, EDUCATIONAL AND OTHER IRC 501(C)(3)ORGANIZATIONS.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACHILLES INTERNATIONAL

315 WEST 39TH STREET SUITE 205
NEW YORK,NY10018 		NOT RELATED   EXEMPT PURPOSE 1,000

AFP FOUNDATION FOR PHILANTHROPY

4300 WILSON BOULEVARD
ARLINGTON,VA22203 		NOT RELATED   EXEMPT PURPOSE 5,000

AMERICAN CANCER SOCIETY

250 WILLIAMS STREET
ATLANTA,GA30303 		NOT RELATED   EXEMPT PURPOSE 106

AMERICAN DIABETES ASSOCIATION

PO BOX 7023
MERRIFIELD,VA22116 		NOT RELATED   EXEMPT PURPOSE 750

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER STREET
NEW YORK,NY10038 		NOT RELATED   EXEMPT PURPOSE 78

AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION

AMERICAN FRIENDS OF THE OCEAN
CLEANUP FOUNDATIONPO BOX 104142
PASADENA,CA911890412 		NOT RELATED   EXEMPT PURPOSE 1,000

AMERICAN HEART ASSOCIATION

93 WORCESTER ST
WELLSELY,MA02481 		NOT RELATED   EXEMPT PURPOSE 5,500

ASSOCIATION FOR AUTISM AND NEURODIVERSITY

85 MAIN STREET SUITE 3
WATERTOWN,MA024724411 		NOT RELATED   EXEMPT PURPOSE 250

AYER SHIRLEY EDUCATION FOUNDATION

141 WASHINGTON STREET
AYER,MA01432 		NOT RELATED   EXEMPT PURPOSE 500

BAYPATH HUMANE SOCIETY

500 LEGACY FARMS N
HOPKINTON,MA017482921 		NOT RELATED   EXEMPT PURPOSE 250

BE LIKE BRIT

66 PULLMAN STREET
WORCESTER,MA01606 		NOT RELATED   EXEMPT PURPOSE 4,000

BELLINGHAM YOUTH BASEBALL

PO BOX 4
BELLINGHAM,MA020190004 		NOT RELATED   EXEMPT PURPOSE 250

BERKSHIRE NURSING FAMILIES

PO BOX 341
ADAMS,MA012200341 		NOT RELATED   EXEMPT PURPOSE 500

BEST BUDDIES INTERNATIONAL

100 SOUTHEAST SECOND STREETSUITE
2200
MIAMI,FL33131 		NOT RELATED   EXEMPT PURPOSE 250

BLOOD CANCER UNITED

1201 15TH STREET NW
WASHINGTON,DC20005 		NOT RELATED   EXEMPT PURPOSE 300

BOW FALCONS BOOSTER CLUB

55 FALCON WAY
BOW,NH03304 		NOT RELATED   EXEMPT PURPOSE 1,000

BOYS AND GIRLS CLUB OF BOSTON

200 HIGH STREET SUITE 3B
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 250

BREAKTHROUGH T1D

200 VESEY ST
NEW YORK,NY10281 		NOT RELATED   EXEMPT PURPOSE 500

BRIAN D SILBER MEMORIAL FUND

18 HEATH RD
PEABODY,MA01960 		NOT RELATED   EXEMPT PURPOSE 1,000

BRIGHAM & WOMENS HOSPITAL

263 HUNTINGTON AVENUE 318
BOSTON,MA021154506 		NOT RELATED   EXEMPT PURPOSE 1,000

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP RICHARD ALLEN DR
CAMBRIDGE,MA021393428 		NOT RELATED   EXEMPT PURPOSE 258

CHADD

4221 FORBES BLVD SUITE 270
LANHAM,MD20706 		NOT RELATED   EXEMPT PURPOSE 2,500

CHILDFUND INTERNATIONAL

2821 EMERYWOOD PARKWAY
RICHMOND,VA23294 		NOT RELATED   EXEMPT PURPOSE 500

CHOATE ROSEMARY HALL

333 CHRISTIAN STREET
WALLINGFORD,CT06492 		NOT RELATED   EXEMPT PURPOSE 250

CIRCLE OF HOPE INC

1329 HIGHLAND AVE STE 3
NEEDHAM,MA024922624 		NOT RELATED   EXEMPT PURPOSE 500

COMMUNITY CATALYST

ONE FEDERAL STREET FIFTH FLOOR
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 2,500

COMMUNITY SERVINGS

179 AMORY STREET
JAMAICA PLAIN,MA02130 		NOT RELATED   EXEMPT PURPOSE 500

COMPASSIONATE CARE ALS IN WEST FALMOUTH

752 WEST FALMOUTH HIGHWAY
WEST FALMOUTH,MA02540 		NOT RELATED   EXEMPT PURPOSE 500

CRADLES TO CRAYONS

281 NEWTONVILLE AVE
NEWTONVILLE,MA02460 		NOT RELATED   EXEMPT PURPOSE 2,800

DALTON COMMUNITY RECREATION

400 MAIN ST
DALTON,MA01226 		NOT RELATED   EXEMPT PURPOSE 250

DANA-FARBER CANCER INSITITUE

10 BROOKLINE PLACE WEST 5TH FLOOR
BROOKLINE,MA024457226 		NOT RELATED   EXEMPT PURPOSE 2,000

DEDHAM EDUCATION FOUNDATION

100 WHITING AVE
DEDHAM,MA02026 		NOT RELATED   EXEMPT PURPOSE 250

DEDHAM POLICE SUPERIOR

600 HIGH ST
DEDHAM,MA020261851 		NOT RELATED   EXEMPT PURPOSE 250

DUXBURY EDUCATION FOUNDATION

PO BOX 1264
DUXBURY,MA023311264 		NOT RELATED   EXEMPT PURPOSE 500

EMERSON HEALTH FOUNDATION

133 OLD ROAD TO NINE ACRE CORNER
CONCORD,MA01742 		NOT RELATED   EXEMPT PURPOSE 1,000

ETERNAL ECHOS MINISTRY

30 OFF SHORE DRIVE
HILTON HEAD ISLAND,SC29928 		NOT RELATED   EXEMPT PURPOSE 1,000

ETHAN'S HOPE PAWS

3150 FORGE HILL RD
STREET,MD211542016 		NOT RELATED   EXEMPT PURPOSE 750

FAITH IN FOOD

146 E MAIN ST
HOPKINTON,MA01748 		NOT RELATED   EXEMPT PURPOSE 1,000

FOLDS OF HONOR

5971 NORTH PATRIOT DRIVE
OWASSO,OK74055 		NOT RELATED   EXEMPT PURPOSE 250

FOOD FOR FREE

59 INNER BELT ROAD
SOMERVILLE,MA02143 		NOT RELATED   EXEMPT PURPOSE 1,000

FORE HADLEY FOUNDATION

2472 JETT FERRY RD STE 400 PMB 122
DUNWOODY,GA303383001 		NOT RELATED   EXEMPT PURPOSE 1,000

FRIENDS OF ST LUKES

141 MAIN STREET
SOUTHBRIDGE,MA015502874 		NOT RELATED   EXEMPT PURPOSE 250

GAMERS OUTREACH

4860 WASHTENAW AVE SUITE I 435
ANN ARBOR,MI48108 		NOT RELATED   EXEMPT PURPOSE 500

GARY SINISE FOUNDATION

PO BOX 40726
NASHVILLE,TN372040726 		NOT RELATED   EXEMPT PURPOSE 1,250

GEEKING OUT KIDS OF COLOR

605 SW 108TH ST
SEATTLE,WA98146 		NOT RELATED   EXEMPT PURPOSE 1,250

GILDA'S CLUB CANCER SUPPORT

5614 CONNECTICUT AVENUE NW SUITE
280
WASHINGTON,DC20015 		NOT RELATED   EXEMPT PURPOSE 500

GINO J MERLI VETERANS CENTER

401 PENN AVE
SCRANTON,PA18503 		NOT RELATED   EXEMPT PURPOSE 500

GIRLS INC OF BOSTON AND LYNN

50 HIGH ST
LYNN,MA019023958 		NOT RELATED   EXEMPT PURPOSE 1,000

GIRLS INC OF THE VALLEY

480 HAMPDEN ST
HOLYOKE,MA010403309 		NOT RELATED   EXEMPT PURPOSE 500

GRASS ROOT SOCCER

PO BOX 632
HANOVER,NH03755 		NOT RELATED   EXEMPT PURPOSE 1,000

GREATER BOSTON FOOD BANK

70 S BAY AVE
BOSTON,MA02118 		NOT RELATED   EXEMPT PURPOSE 300

GREATER LOWELL YOUTH SKATING

PO BOX 1536
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSE 150

HISPANIC SCHOLARSHIP FUND

6 LIBERTY SQUARE STE 2081
BOSTON,MA021095800 		NOT RELATED   EXEMPT PURPOSE 1,000

HOLLISTON YOUTH AND FAMILY SERVICES

1750 WASHINGTON ST
HOLLISTON,MA01746 		NOT RELATED   EXEMPT PURPOSE -1,000

HOMESTART INC

105 CHAUNCY STREET
BOSTON,MA021111726 		NOT RELATED   EXEMPT PURPOSE 258

HONOR FLIGHT NEW ENGLAND

PO BOX 16287
HOOKSETT,NH031066287 		NOT RELATED   EXEMPT PURPOSE 250

HOPE FOR MARIAN

1519 S 5TH AVE
ARCADIA,CA910064343 		NOT RELATED   EXEMPT PURPOSE 1,000

HUDSON COMMUNITY FOOD PANTRY

PO BOX 608
HUDSON,MA017490608 		NOT RELATED   EXEMPT PURPOSE 1,000

HUMANE SOCIETY OF CHITTENDEN COUNTY

142 KINDNESS COURTS
BURLINGTON,VT05403 		NOT RELATED   EXEMPT PURPOSE 250

JOSEPH N HERMANN YOUTH CENTER INC

33 JOHNSON STREET
NORTH ANDOVER,MA01845 		NOT RELATED   EXEMPT PURPOSE 1,000

KOMEN BREAST CANCER FOUNDATION

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		NOT RELATED   EXEMPT PURPOSE 250

KYLE SWANSON FUND VAUGHN

7103 RAVENS RUN
CININNATI,MA45244 		NOT RELATED   EXEMPT PURPOSE 1,000

LEUK &LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE
PORT CHESTER,NY10573 		NOT RELATED   EXEMPT PURPOSE 500

LIV4EVAN

PO BOX 845
HOPKINTON,MA01748 		NOT RELATED   EXEMPT PURPOSE 2,200

LUDLOW COMMUNITY CENTER

91 CLAUDIAS WAY
LUDLOW,MA01056 		NOT RELATED   EXEMPT PURPOSE 250

MANCHESTER TOWNSHIP POLICE FOUNDATION

1 COLONIAL DR
MANCHESTER,NJ087596501 		NOT RELATED   EXEMPT PURPOSE 250

MASS GENERAL HOSPITAL- CORRIGAN MINEHAN HEART CENTER

55 FRUIT ST
BOSTON,MA02114 		NOT RELATED   EXEMPT PURPOSE 250

MASS INSIGHT EDUCATION AND RESEARCH

6 LIBERTY SQUARE SUITE 6050
BOSTON,MA021095800 		NOT RELATED   EXEMPT PURPOSE 1,000

MEDICINES FOR HUMANITY

800 HINGHAM STREET SUITE 200
ROCKLAND,MA02370 		NOT RELATED   EXEMPT PURPOSE 1,500

MELROSE HIGH SCHOOL

PO BOX 760695
MELROSE,MA021760004 		NOT RELATED   EXEMPT PURPOSE 500

MISSION MSA

1660 INTERNATIONAL DRIVE SUITE 600
MCLEAN,VA221023345 		NOT RELATED   EXEMPT PURPOSE 500

MULTIPLE MYELOMA RESEARCH

383 MAIN AVENUE7TH FLOOR
NORWALK,CT06851 		NOT RELATED   EXEMPT PURPOSE 50

MUSCULAR DISTROPHY

1016 W JACKSON BLVD 1073STE 3550
CHICAGO,IL60607 		NOT RELATED   EXEMPT PURPOSE 250

NATIVITY BOSTON

39 LAMARTINE ST
JAMAICA PLAIN,MA021301947 		NOT RELATED   EXEMPT PURPOSE 2,500

NEEDHAM HISTORICAL SOCIETY

1147CENTRALAVE
NEEDHAM,MA02492 		NOT RELATED   EXEMPT PURPOSE 500

NIGHT STALKER FOUNDATION

11304 BELL STATION RD
OAK GROVE,KY422628343 		NOT RELATED   EXEMPT PURPOSE 250

NOTRE DAMA ARA PARSEGHIAN MEDICAL RESEARCH FUND

5 JORDAN HALL OF SCIENCE
NOTRE DAME,IN46556 		NOT RELATED   EXEMPT PURPOSE 250

NOURISH NEW ENGLAND

9 LAWRENCE CORNER RD
PELHAM,NH030762118 		NOT RELATED   EXEMPT PURPOSE 1,000

NYRR TEAM FOR KIDS

8453RDAVE
NEW YORK,NY10022 		NOT RELATED   EXEMPT PURPOSE 252

OCEAN CITY THEATRE COMPANY

1501 WEST AVE
OCEAN CITY,NJ082263164 		NOT RELATED   EXEMPT PURPOSE 250

OLD COLONY WOMENS SOCCER

30 CAMP ST
WEYMOUTH,MA021883007 		NOT RELATED   EXEMPT PURPOSE 400

OM HINDU COMMUNITY CENTER

240 BOSTON RD
NORTH BILLERICA,MA01862 		NOT RELATED   EXEMPT PURPOSE 250

ONE SIMPLE WISH

1977 NORTH OLDEN AVENUESUITE 292
TRENTON,NJ08618 		NOT RELATED   EXEMPT PURPOSE 5,500

OPERATION DELTA DOG

19G CLINTON DRIVE
HOLLIS,NH03049 		NOT RELATED   EXEMPT PURPOSE 750

PAN MASS CHALLENGE

77 4TH AVE
NEEDHAM,MA02494 		NOT RELATED   EXEMPT PURPOSE 12,250

PLUMMER YOUTH PROMISE

37 WINTER ISLAND RD
SALEM,MA019705715 		NOT RELATED   EXEMPT PURPOSE 1,000

POWER OF FLOWERS

PO BOX 294
TEWKSBURY,MA018760294 		NOT RELATED   EXEMPT PURPOSE 3,000

PROJECT HEAL

900 FOX RUN DR APT 302
ALBEMARLE,NC280013066 		NOT RELATED   EXEMPT PURPOSE 1,250

PUG RESCUE OF NEW ENGALND

70 SPENCER ST
MILLIS,MA020541436 		NOT RELATED   EXEMPT PURPOSE 250

QUEENS COMMUNITY HOUSE

10825 62ND DR
FOREST HILLS,NY113751217 		NOT RELATED   EXEMPT PURPOSE 250

RAQUETTE LAKE FIRE DEPARTMENT

PO BOX 160
RAQUETTE LAKE,NY134360160 		NOT RELATED   EXEMPT PURPOSE 500

RED SOX FOUNDATION

4 JERSEY STREET
BOSTON,MA02215 		NOT RELATED   EXEMPT PURPOSE 77

ROCKLAND COUNTY SCHOOL BOARDS ASSOCIATION

45 SOUTH ST
HOPKINTON,MA01748 		NOT RELATED   EXEMPT PURPOSE 500

SANDY PAWS

100 VETERANS OF FOREIGN WARS PKWY
REVERE,MA02151 		NOT RELATED   EXEMPT PURPOSE 250

SEBASTIAN STRONG

PO BOX 661156
MIAMI SPRINGS,FL33266 		NOT RELATED   EXEMPT PURPOSE 500

SHADOW JUMPERS

9007 EWING DR
BETHESDA,MD208173357 		NOT RELATED   EXEMPT PURPOSE 1,200

SIMONDS GOLF-BILLETER

117 N TRIANGLE DRIVE
PLYMOUTH,MA02360 		NOT RELATED   EXEMPT PURPOSE 250

SNARR NORTHEAST

46 SODOM RD
BREWSTER,TN10509 		NOT RELATED   EXEMPT PURPOSE 1,000

SOLUTIONS OVER SICKNESS

500 BROOKSIDE DR UNIT B
ANDOVER,MA018101226 		NOT RELATED   EXEMPT PURPOSE 250

SPIRIT OF ADVENTURE

411 UNQUITY ROAD
MILTON,MA02186 		NOT RELATED   EXEMPT PURPOSE 1,000

ST ANDREWS SCHOOL

63 FEDERAL ROAD
BARRINGTON,RI02806 		NOT RELATED   EXEMPT PURPOSE 1,000

ST ANTHONYS SHRINE

100ARCHSTREET
BOSTON,MA02110 		NOT RELATED   EXEMPT PURPOSE 1,500

ST CHRISTOPHERS EPISCOPAL CHURCH

625 MAIN ST
CHATHAM,MA02633 		NOT RELATED   EXEMPT PURPOSE 500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN381053678 		NOT RELATED   EXEMPT PURPOSE 2,750

ST MARY OF CARMEN SOCIETY

POBOX95094
NONANTUM,MA02495 		NOT RELATED   EXEMPT PURPOSE 250

ST PATRICKS FOOD PANTRY

45 HARRISVILLE MAIN ST
HARRISVILLE,RI02830 		NOT RELATED   EXEMPT PURPOSE 250

ST MARY STVINCENT DE PAUL

158 FEDERAL ST
SALEM,MA01970 		NOT RELATED   EXEMPT PURPOSE 2,000

STONEHILL COLLEGE

320 WASHINGTON ST
NORTH EASTON,MA02357 		NOT RELATED   EXEMPT PURPOSE 250

STRATEGIES FOR CHILDREN INC

11 BEACON ST STE 500
BOSTON,MA021083006 		NOT RELATED   EXEMPT PURPOSE 750

SUFFOLK UNIVERSITY LAW SCHOOL

120 TREMONT ST
BOSTON,MA02108 		NOT RELATED   EXEMPT PURPOSE 250

THE BOSTON FOUNDATION-COLIN'S JOY PROJECT

141 M ST UNIT 1
BOSTON,MA021273177 		NOT RELATED   EXEMPT PURPOSE 1,000

THE HEAD STRONG PROJECT

4504 162ND ST STE 203
FLUSHING,NY11358 		NOT RELATED   EXEMPT PURPOSE 1,250

THE STEVE FUND

3470 OLNEY-LAYTONSVILLE ROAD 313
OLNEY,MD20832 		NOT RELATED   EXEMPT PURPOSE 1,250

TINKERHAUS COMMUNITY MAKER SPACE INC

3 GRAF ROAD
NEWBURYPORT,MA019504604 		NOT RELATED   EXEMPT PURPOSE 1,000

TRANSPLANT HOUSE OF CLEVELAND

2029 E 115TH ST
CLEVELAND,OH441062329 		NOT RELATED   EXEMPT PURPOSE 1,200

TRAVIS MANION FOUNDATION

140 EAST STATE STREET
DOYLESTOWN,PA18901 		NOT RELATED   EXEMPT PURPOSE 1,000

TRINA & FRIENDS K-9 RESCUE INC

23 DILLON RD
LARCHMONT,NY105383428 		NOT RELATED   EXEMPT PURPOSE 50

TUNNEL TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NOT RELATED   EXEMPT PURPOSE 250

UMASS LOWELL ADVANCEMENT

CHARLES STREET
LOWELL,MA01852 		NOT RELATED   EXEMPT PURPOSE 1,000

UNIVERSITY OF NOTRE DAME

724 GRACE HALL
NOTRE DAME,IN465560000 		NOT RELATED   EXEMPT PURPOSE 1,000

USHER SYNDROME COALITION

9 CORNERSTONE SQ STE 400 PMB 224
WESTFORD,MA018861583 		NOT RELATED   EXEMPT PURPOSE 1,000

VICTIM RIGHTS LAW CENTER INC

11 BEACON ST STE 520
BOSTON,MA021083006 		NOT RELATED   EXEMPT PURPOSE 359

WAYLAND SCOUTERS INC

PO BOX 5282
WAYLAND,MA017786282 		NOT RELATED   EXEMPT PURPOSE 1,650

WE SHARE A COMMON THREAD FOUNDATION

1 TREMONT PL
LOWELL,MA018543658 		NOT RELATED   EXEMPT PURPOSE 500

WGBH

ONE GUEST STREET
BOSTON,MA02135 		NOT RELATED   EXEMPT PURPOSE 250

ZOOLOGICALNJ OFFICE

560 NORTHFIELD AVE
WEST ORANGE,NJ070522431 		NOT RELATED   EXEMPT PURPOSE 500
Total ................................. 3a 120,688
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCREDT CARD REWARDS 		        950
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 950
13Total. Add line 12, columns (b), (d), and (e)..................
13
950
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A CREDIT CARD REWARDS
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WOLF & COMPANY CHARITABLE
FOUNDATION INC
Employer identification number

20-5817793
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
WOLF & COMPANY CHARITABLE
FOUNDATION INC 		Employer identification number
20-5817793
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WOLF & COMPANY PC
 
255 STATE STREET
 
BOSTON, MA02109

$ 122,519


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WOLF & COMPANY CHARITABLE
FOUNDATION INC 		Employer identification number

20-5817793
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WOLF & COMPANY CHARITABLE
FOUNDATION INC 		Employer identification number

20-5817793
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 OtherExpensesSchedule
Name:
WOLF & COMPANY CHARITABLE
 
FOUNDATION INC
EIN:
20-5817793
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 90 0   90


TY 2025 OtherIncomeSchedule2
Name:
WOLF & COMPANY CHARITABLE
 
FOUNDATION INC
EIN:
20-5817793
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CREDT CARD REWARDS 950   950