Nonprofit · EIN 81-2176525
BOLDT FAMILY FUND INC
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $568,460 | $943,856 | -$375,396 | $4,059,896 | $1,490,749 | $2,569,147 |
| December 31, 2023 | 990 | $4,695,943 | $1,882,919 | $2,813,024 | $5,652,508 | $2,756,303 | $2,896,205 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $522,000
- Program service revenue
- $0
- Investment income
- $46,460
- Net gain from sales of assets
- $42,927
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $924,805
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,915
- Program services (functional)
- $931,315
- Management and general (functional)
- $12,541
Balance sheet and other
- Total assets, start of year
- $5,652,508
- Total assets, end of year
- $4,059,896
- Total liabilities, end of year
- $1,490,749
- Net assets, end of year
- $2,569,147
- Publicly traded securities
- $4,002,075
- Net assets without donor restrictions
- $2,511,476
- Net assets with donor restrictions
- $57,671
- Gross receipts
- $781,867
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2015
- State of legal domicile
- WI
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS J BOLDT | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 |
| KENNETH C STOLZMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFFRY D KNEZEL | TREASURER Trustee or director, Officer | 1 | $0 |
| WALTER S RUGLAND DECEASED | SECRETARY THRU 3/24 Trustee or director, Officer | 1 | $0 |
| PAT BOLDT | VICE CHAIR Trustee or director, Officer | 1.5 | $0 |
| BETH FLAHERTY | SECRETARY AS OF 10/24 Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS J BOLDT | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 |
| KENNETH C STOLZMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JEFFRY D KNEZEL | TREASURER Trustee or director, Officer | 1 | $0 |
| WALTER S RUGLAND | SECRETARY Trustee or director, Officer | 1 | $0 |
| PAT BOLDT | VICE CHAIR Trustee or director, Officer | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 4455 W LAWRENCE ST, APPLETON, WI 54914-4065
- In care of
- % RANDALL A HAAK
- Principal officer (990 for 2024)
- THOMAS BOLDT, 4455 W LAWRENCE ST, APPLETON, WI 54914
- Signed the 990
- THOMAS BOLDT, PRESIDENT
- Phone
- (920) 830-1290
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO SUPPORT THE CHARITABLE INTERESTS OF THE BOLDT FAMILY FOUNDATION WHICH INCLUDE PROVIDING GRANTS TO CHARITABLE ORGANIZATIONS INTERESTED IN SCIENTIFIC, HEALTH, THE PERFORMING ARTS AND LITERARY AND/OR EDUCATIONAL PURPOSES.
Program accomplishments
- PROVIDED GRANTS (SOME THROUGH A COMPETITIVE PROCESS) TO 184 PUBLIC CHARITIES SUPPORTING THE INTEREST OF THE BOLDT FAMILY AND THE BOLDT COMPANY WITH PRIORITY GIVEN TO EDUCATION, HEALTHCARE, ENVIRONMENT AND THE ARTS.Expenses $931,315 · grants $924,805
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-2176525
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $4,059,896
- Income (IRS master file)
- $781,867
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $568,460 | $943,856 | $4,059,896 | XML |
| 990 | December 2023 | $4,695,943 | $1,882,919 | $5,652,508 | XML |
| 990 | December 2022 | $2,916,241 | $2,814,223 | $3,023,960 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 81-2176525).
Questions about BOLDT FAMILY FUND INC
- What is the EIN of BOLDT FAMILY FUND INC?
- The employer identification number (EIN) of BOLDT FAMILY FUND INC is 81-2176525.
- Is BOLDT FAMILY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to BOLDT FAMILY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does BOLDT FAMILY FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BOLDT FAMILY FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOLDT FAMILY FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BOLDT FAMILY FUND INC?
- The 990 for the year ended December 31, 2024 names THOMAS BOLDT.
- Who are the officers and directors of BOLDT FAMILY FUND INC?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does BOLDT FAMILY FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $568,460, expenses of $943,856 and total assets of $4,059,896 at year end.
Other nonprofits in APPLETON
- THRIVENT CHARITABLE IMPACT & INVESTING EIN 41-1802412 · last filed 990 for 2025
- COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC EIN 39-1548450 · last filed 990 for 2024
- THEDACARE FAMILY OF FOUNDATIONS INC EIN 46-4112255 · last filed 990 for 2025
- BASIC NEEDS GIVING PARTNERSHIP INC EIN 88-1888411 · last filed 990 for 2024
- MIELKE FAMILY FOUNDATION INC EIN 39-6074258 · last filed 990 for 2024
- FRANCIE LUKE SILVERMAN FOUNDATION UNDER THE FRANCIE SILVERMAN EIN 32-6303388 · last filed 990-PF for 2025
- GEOFF AND KELLY CROWLEY FAMILY FOUNDATION INC EIN 26-1385752 · last filed 990-PF for 2025
- THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION EIN 39-6624684 · last filed 990-PF for 2025
All nonprofits in APPLETON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations