Nonprofit · EIN 56-6086348
BOLICK FOUNDATION
Tax-exempt · CONOVER, NC 28613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $10,981,923 | $24,823,222 | -$13,841,299 | $60,132,360 | $0 | $60,132,360 |
| June 30, 2025 | 990-PF | $10,834,714 | $22,961,315 | -$12,126,601 | $55,094,804 | $0 | $55,094,804 |
| June 30, 2024 | 990-PF | $7,537,966 | $18,589,491 | -$11,051,525 | $51,896,881 | $0 | $51,896,881 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $2,892
- Dividends
- $1,100,176
- Net gain from sales of assets
- $9,781,229
- Other income
- $97,626
Expenses
- Grants and similar amounts paid
- $24,290,937
- Compensation of officers, directors and key employees
- $150,000
- Salaries, compensation and benefits (total)
- $95,833
- Disbursements for charitable purposes
- $24,603,950
- Excise tax on investment income
- $150,876
Balance sheet and other
- Total assets, start of year
- $55,094,804
- Total assets, end of year
- $60,132,360
- Total liabilities, end of year
- $0
- Net assets, end of year
- $60,132,360
- Fair market value of assets
- $517,384,154
- Qualifying distributions
- $24,603,950
- Net investment income
- $10,979,031
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE B CLINE POST OFFICE BOX 307, CONOVER, NC 28613 | EXECUTIVE DIRECTOR | 40 | $150,000 |
| ELIZABETH B WHITE POST OFFICE BOX 307, CONOVER, NC 28613 | ASSOCIATE EXECUTIVE Highest-paid employee | 40 | $95,833 |
| JEROME W BOLICK POST OFFICE BOX 307, CONOVER, NC 28613 | PRESIDENT/TREASURER | 1.2 | $0 |
| JUDITH BOLICK MUNDAY POST OFFICE BOX 307, CONOVER, NC 28613 | SECRETARY | 0.05 | $0 |
| STEPHEN G DOBBINS POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
| DAVID W HOOD POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
| MATTHEW C HARRISON POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
990-PF for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE B CLINE POST OFFICE BOX 307, CONOVER, NC 28613 | EXECUTIVE DIRECTOR | 40 | $150,000 |
| JEROME W BOLICK POST OFFICE BOX 307, CONOVER, NC 28613 | PRESIDENT/TREASURER | 1.2 | $0 |
| JUDITH BOLICK MUNDAY POST OFFICE BOX 307, CONOVER, NC 28613 | SECRETARY | 0.05 | $0 |
| STEPHEN G DOBBINS POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
| DAVID W HOOD POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
| MATTHEW C HARRISON POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOYCE B CLINE POST OFFICE BOX 307, CONOVER, NC 28613 | EXECUTIVE DIRECTOR | 40 | $150,000 |
| JEROME W BOLICK POST OFFICE BOX 307, CONOVER, NC 28613 | PRESIDENT/TREASURER | 1.2 | $0 |
| JUDITH BOLICK MUNDAY POST OFFICE BOX 307, CONOVER, NC 28613 | SECRETARY | 0.05 | $0 |
| STEPHEN G DOBBINS POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
| DAVID W HOOD POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
| MATTHEW C HARRISON POST OFFICE BOX 307, CONOVER, NC 28613 | DIRECTOR | 0.05 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 307, CONOVER, NC 28613-0307
- In care of
- % JEROME W BOLICK
- Signed the 990-PF
- JEROME W BOLICK, PRESIDENT
- Phone
- (828) 464-0311
- Return prepared by
- MAST EVANS & ISENHOUR LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-6086348
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $55,094,804
- Income (IRS master file)
- $29,637,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $10,981,923 | $24,823,222 | $60,132,360 | XML |
| 990-PF | June 2025 | $10,834,714 | $22,961,315 | $55,094,804 | XML |
| 990-PF | June 2024 | $7,537,966 | $18,589,491 | $51,896,881 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6086348).
Questions about BOLICK FOUNDATION
- What is the EIN of BOLICK FOUNDATION?
- The employer identification number (EIN) of BOLICK FOUNDATION is 56-6086348.
- Is BOLICK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to BOLICK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOLICK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOLICK FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOLICK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of BOLICK FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 7 people; 2 received compensation from the organization, the highest $150,000 (JOYCE B CLINE, EXECUTIVE DIRECTOR).
- How much revenue does BOLICK FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $10,981,923, expenses of $24,823,222 and total assets of $60,132,360 at year end.
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All nonprofits in CONOVER · North Carolina · Philanthropy, voluntarism and grantmaking foundations