Boldt Family Fund Inc
- Assets
- $2.8m
- Revenue
- $762.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Appleton, WI
- Founding
- 08/2016
- Data as of
- 12/2021
- EIN
- 81-2176525
Organization Overview
Boldt Family Fund Inc is located in Appleton, WI. The organization was established in 2016. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Boldt Family Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2017, Boldt Family Fund Inc has awarded 323 individual grants totaling $18,987,114. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED GRANTS THROUGH A COMPETITIVE PROCESS TO 39 PUBLIC CHARITIES SUPPORTING THE INTERESTS OF THE BOLDT FAMILY AND THE BOLDT COMPANY WITH PRIORITY GIVEN TO EDUCATION, HEALTHCARE, ENVIRONMENT, AND THE ARTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas J Boldt President | OfficerTrustee | 1 | $0 |
Jeffry D Knezel Treasurer | OfficerTrustee | 1 | $0 |
Walter S Rugland Secretary | OfficerTrustee | 1 | $0 |
Pat Boldt Vice President | OfficerTrustee | 1 | $0 |
Kenneth C Stolzman Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $756,800 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $756,800 |
| Total Program Service Revenue | $0 |
| Investment income | $11 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,896 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $762,707 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $751,627 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $9,848 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,350 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $258 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $421 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $764,504 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,601,800 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,203,658 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,805,458 |
| Accounts payable and accrued expenses | $421 |
| Grants payable | $2,821,506 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,821,927 |
| Net assets without donor restrictions | -$16,469 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,805,458 |
Grants Awarded
Over the last fiscal year, Boldt Family Fund Inc has awarded $660,000 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
Plymouth, WI PURPOSE: SCHOLARSHIPS & STUDENT FINANCIAL AID | $200,000 |
Milwaukee, WI PURPOSE: ACADEMIC, CAREER, AND LEADERSHIP PROGRAMS. | $150,000 |
Appleton, WI PURPOSE: PERFORMING ARTS CENTERS | $100,000 |
Appleton, WI PURPOSE: CHAMBERS OF COMMERCE & BUSINESS LEAGUES | $45,000 |
Stevens Point, WI PURPOSE: EMPLOYMENT PREPARATION & PROCUREMENT | $30,000 |
Madison, WI PURPOSE: SAFETY EDUCATION | $25,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Boldt Family Fund Inc has recieved totaling $3,921,941.
| Awarding Organization | Amount |
|---|---|
Community Foundation For The Fox Valley Region Inc Appleton, WI PURPOSE: PHILANTHROPY | $3,921,941 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Sojourner Foundation Inc Milwaukee, WI | $5,493,853 | $4,205,530 |
Bloomington-Normal Ymca Charitable Foundation Nfp Bloomington, IL | $12,002,532 | $7,012,515 |
Propel Nonprofits Minneapolis, MN | $49,559,623 | $14,478,230 |
Moose Foundation Inc Mooseheart, IL | $261,014,797 | $19,670,612 |
Foundation For The Uptown Reinvestment Corporation Flint, MI | $1,872,223 | $6,455,012 |
West Bend Community Foundation Inc Milwaukee, WI | $79,149,428 | $10,575,689 |
Glasser And Rosenthal Family Foundation Chicago, IL | $0 | $604,291 |
Barbara Mettler Personal Tr Champaign, IL | $0 | $38,620 |
Jewish Fund Inc Bloomfield Hills, MI | $68,108,073 | $3,265,979 |
Foundation For Flint Flint, MI | $18,213,449 | $993,569 |
Friends Of Penfield Childrens Center Inc Milwaukee, WI | $8,290,252 | $2,579,522 |
Shure Charitable Tr Created Uw Of Sidney N Shure Chicago, IL | $52,599,907 | $2,093,307 |