Nonprofit · EIN 88-6580069
JOANNE AND NANCY BOLTON FOUNDATION
Also known as KATHLEEN FOWLER TTEE
Tax-exempt · DENNIS, MA 02638
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $114,402 | $62,746 | $51,656 | $1,182,530 | $24,242 | $1,158,288 |
| December 31, 2024 | 990-PF | $159,871 | $56,921 | $102,950 | $1,106,907 | $275 | $1,106,632 |
| December 31, 2023 | 990-PF | $1,046,957 | $43,275 | $1,003,682 | $1,003,957 | $275 | $1,003,682 |
| December 31, 2022 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $49,818
- Net gain from sales of assets
- $64,584
Expenses
- Grants and similar amounts paid
- $55,000
- Disbursements for charitable purposes
- $60,722
- Excise tax on investment income
- $1,580
Balance sheet and other
- Total assets, start of year
- $1,106,907
- Total assets, end of year
- $1,182,530
- Total liabilities, end of year
- $24,242
- Net assets, end of year
- $1,158,288
- Fair market value of assets
- $1,239,520
- Qualifying distributions
- $60,722
- Net investment income
- $114,402
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Nicholas Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| William Lord PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Andrew Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Nicholas Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| William Lord PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Andrew Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Nicholas Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| William Lord PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Andrew Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Nicholas Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| William Lord PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
| Andrew Fowler PO Box 2018 586 Main St, Dennis, MA 02638 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2018, DENNIS, MA 02638-5018
- In care of
- % KATHLEEN FOWLER
- Signed the 990-PF
- Kathleen Fowler, President
- Phone
- (508) 385-6263
- Return prepared by
- Max-Well Professional Services Inc
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-6580069
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,182,530
- Income (IRS master file)
- $114,402
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $114,402 | $62,746 | $1,182,530 | XML |
| 990-PF | December 2024 | $159,871 | $56,921 | $1,106,907 | IRS |
| 990-PF | December 2023 | $1,046,957 | $43,275 | $1,003,957 | XML |
| 990-PF | December 2022 | $0 | $0 | $0 | XML |
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 88-6580069).
Questions about JOANNE AND NANCY BOLTON FOUNDATION
- What is the EIN of JOANNE AND NANCY BOLTON FOUNDATION?
- The employer identification number (EIN) of JOANNE AND NANCY BOLTON FOUNDATION is 88-6580069.
- Is JOANNE AND NANCY BOLTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to JOANNE AND NANCY BOLTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOANNE AND NANCY BOLTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOANNE AND NANCY BOLTON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOANNE AND NANCY BOLTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOANNE AND NANCY BOLTON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOANNE AND NANCY BOLTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $114,402, expenses of $62,746 and total assets of $1,182,530 at year end.
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