Boldt Family Fund Inc
- Assets
- $3.0m
- Revenue
- $2.9m
- Investments
- $0.0
- Employees
- 0
- Location
- Appleton, WI
- Founding
- 08/2016
- Data as of
- 12/2022
- 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 274 individual grants totaling $19,232,334. 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
2022
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 54 PUBLIC CHARITIES SUPPORTING THE INTEREST 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 |
Kenneth C Stolzman Director | Trustee | 1 | $0 |
Jeffry D Knezel Treasurer | OfficerTrustee | 1 | $0 |
Walter S Rugland Secretary | OfficerTrustee | 1 | $0 |
Pat Boldt Vice President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $15,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,887,513 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,902,513 |
| Total Program Service Revenue | $0 |
| Investment income | $144 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $13,584 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,916,241 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,797,821 |
| 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 | $12,635 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,890 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $894 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $983 |
| 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 | $2,814,223 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $2,093,107 |
| 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 | $930,853 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,023,960 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $2,973,494 |
| 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 | $2,973,494 |
| Net assets without donor restrictions | $50,466 |
| 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 | $3,023,960 |
Grants Awarded
Over the last fiscal year, Boldt Family Fund Inc has awarded $2,722,500 in support to 39 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN PLAYERS THEATRE OF WISCONSIN PURPOSE: ARTS, CULTURE & HUMANITIES | $12,500 |
APRICITY PURPOSE: HUMAN SERVICES | $10,000 |
ATLAS SCIENCE CENTER PURPOSE: ARTS, CULTURE & HUMANITIES | $20,000 |
AURORA UNIVERSITY PURPOSE: EDUCATION | $10,000 |
BERGSTROM-MAHLER MUSEUM OF GLASS PURPOSE: ARTS, CULTURE & HUMANITIES | $10,000 |
CAP SERVICES-STEVENS POINT PURPOSE: COMMUNITY IMPROVEMENT & CAPACITY BUILDING | $30,000 |