2023-10-04T13:59:50-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2022-01-01 812176525 THE BOLDT FAMILY FUND INC BOLD 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 THOMAS BOLDT PRESIDENT 9208301290 2023-09-21 1 THOMAS BOLDT 999009999 1 MIKE VANDEN HOGEN P00499282 9207318111 2023-09-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS BOLDT 4455 W LAWRENCE ST APPLETON WI 54914 5139195 0 X N/A X 2015 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 5 5 0 5 0 0 756800 2902513 0 0 5907 13728 0 0 762707 2916241 751627 2797821 0 0 0 0 0 0 0 12877 16402 764504 2814223 -1797 102018 2805458 3023960 2821927 2973494 -16469 50466 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. 0 0 2804710 2797821 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. 2804710 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X KELLY RANDERSON 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 X THOMAS J BOLDT PRESIDENT 1.00 X X 0 0 0 KENNETH C STOLZMAN DIRECTOR 1.00 X 0 0 0 JEFFRY D KNEZEL TREASURER 1.00 X X 0 0 0 WALTER S RUGLAND SECRETARY 1.00 X X 0 0 0 PAT BOLDT VICE PRESIDENT 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 15000 2887513 2902513 144 144 2236538 2222954 13584 13584 13584 2916241 0 0 13728 2797821 2797821 12635 6317 6318 1890 1890 894 894 983 572 411 2814223 2804710 9513 0 1601800 2093107 1203658 930853 2805458 3023960 421 0 2821506 2973494 2821927 2973494 X -16469 50466 -16469 50466 2805458 3023960 102018 -35083 0 X 0 1 X 1 0 X X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 77635 0 1 77635 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 AMERICAN PLAYERS THEATRE OF WISCONSIN PO BOX 819 SPRING GREEN WI 535880819 391583361 501C(3) 12500 0 ARTS, CULTURE & HUMANITIES APRICITY 1010 STROHMEYER DR NEENAH WI 549561980 391229161 501C(3) 10000 0 HUMAN SERVICES ATLAS SCIENCE CENTER 425 W WATER STREET APPLETON WI 54911 391861890 501C(3) 20000 0 ARTS, CULTURE & HUMANITIES AURORA UNIVERSITY 347 S GLADSTONE AVE AURORA IL 605064877 362166964 501C(3) 10000 0 EDUCATION BERGSTROM-MAHLER MUSEUM OF GLASS 165 N PARK AVE NEENAH WI 549562956 390958257 501C(3) 10000 0 ARTS, CULTURE & HUMANITIES BOYS AND GIRLS CLUBS OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 549145280 391225709 501C(3) 26000 0 YOUTH DEVELOPMENT CAP SERVICES-STEVENS POINT 2900 HOOVER RD STE A STEVENS POINT WI 544815678 391080897 501C(3) 30000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING CASA OF THE FOX CITIES 1500 N CASALOMA DR STE 200 APPLETON WI 549138220 460740362 501C(3) 30000 0 CRIME & LEGAL-RELATED CHICAGO UNITED ATTN ACCOUNTING 300 E RANDOLPH ST STE 40200 CHICAGO IL 606015075 362770509 501C(3) 15000 0 PHILANTHROPY, VOLUNTARISM CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION - FOX VALLEY MS 3050 PO BOX 1997 MILWAUKEE WI 532011997 391500075 501C(3) 15000 0 HEALTH CARE CLOQUET COMMUNITY MEMORIAL HOSPITAL FOUNDATION 512 SKYLINE BLVD CLOQUET MN 55720 363588501 501C(3) 7000 0 HEALTH CARE CYPRESS MANDELA TRAINING CENTER 977 66TH AVE OAKLAND CA 94621 800123340 501C(3) 10000 0 EDUCATION DOOR COUNTY YMCA 1900 MICHIGAN ST STURGEON BAY WI 542353706 391738982 501C(3) 85000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING FINLANDIA UNIVERSITY 601 QUINCY ST HANCOCK MI 499301832 381359570 501C(3) 10000 0 EDUCATION FRIENDS OF APPLETON LIBRARY INCORPORATED PO BOX 1971 APPLETON WI 549121971 391550376 501C(3) 500000 0 EDUCATION FRIENDS OF WISCONSIN PUBLIC TELEVISION 821 UNIVERSITY AVE MADISON WI 537061497 237300462 501C(3) 10000 0 PHILANTHROPY, VOLUNTARISM GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 549139614 391016314 501C(3) 12500 0 YOUTH DEVELOPMENT HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 W 5TH ST APPLETON WI 549145368 391870927 501C(3) 7000 0 HOUSING & SHELTER LEUKEMIA AND LYMPHOMA SOCIETY RED RIVER REGION 8111 LBJ FREEWAY STE 425 DALLAS TX 75251 135644916 501C(3) 10000 0 MEDICAL RESEARCH MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION INC 1000 N OAK AVE 1R1 MARSHFIELD WI 544495777 812822823 501C(3) 20000 0 HEALTH CARE MOORE PUBLIC SCHOOLS 1500 SE 4TH ST MOORE OK 731608266 736021049 501C(3) 10000 0 EDUCATION NEWVOICES 111 W COLLEGE AVE 4TH FL APPLETON WI 549115781 930838178 501C(3) 15000 0 ARTS, CULTURE & HUMANITIES PENINSULA PLAYERS 4351 PENINSULA PLAYERS RD FISH CREEK WI 542129457 390986031 501C(3) 250000 0 ARTS, CULTURE & HUMANITIES RIPON COLLEGE PO BOX 248 RIPON WI 549710248 390826049 501C(3) 1010000 0 EDUCATION SAMARITAN COUNSELING CENTER 1205 PROVINCE TERRACE MENASHA WI 54952 391214216 501C(3) 20000 0 MENTAL HEALTH & CRISIS INTERVENTION ST ELIZABETH HOSPITAL FOUNDATION 1506 S ONEIDA ST APPLETON WI 549151305 391256677 501C(3) 10000 0 HEALTH CARE ST OLAF COLLEGE OFFICE OF FINANCIAL AID 1520 SAINT OLAF AVE NORTHFIELD MN 550571098 410693979 501C(3) 10000 0 EDUCATION THE BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 549115735 391706260 501C(3) 200000 0 YOUTH DEVELOPMENT THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 549113454 464112255 501C(3) 15000 0 PHILANTHROPY, VOLUNTARISM UNITED WAY FOX CITIES 1455 MIDWAY RD MENASHA WI 549521223 390912895 501C(3) 48000 0 PHILANTHROPY, VOLUNTARISM UNITED WAY OF CENTRAL OKLAHOMA PO BOX 248919 OKLAHOMA CITY OK 731248919 730589829 501C(3) 7000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY UNITED WAY PLEDGE PROCESSING PO BOX 88988 MILWAUKEE WI 532888988 390806190 501C(3) 8500 0 PHILANTHROPY, VOLUNTARISM UNITED WAY OF THE BAY AREA PO BOX 741478 LOS ANGELES CA 900741478 941312348 501C(3) 11000 0 PHILANTHROPY, VOLUNTARISM UPAF 301 W WISCONSIN AVE STE 600 MILWAUKEE WI 532032232 396100399 501C(3) 10000 0 ARTS, CULTURE & HUMANITIES VIVENT HEALTH - APPLETON 633C W WISCONSIN AVE APPLETON WI 54911 391534049 501C(3) 10000 0 HEALTH CARE WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS 1922 UNIVERSITY AVE MADISON WI 537264099 391054856 501C(3) 15000 0 ARTS, CULTURE & HUMANITIES YMCA OF THE FOX CITIES 218 E LAWRENCE ST APPLETON WI 549115724 390806191 501C(3) 150000 0 HUMAN SERVICES COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 501C(3) 65000 0 ARTS, CULTURE & HUMANITIES WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 203096562 501C(3) 8000 0 EDUCATION 39 PART I, LINE 2: GRANT RECIPIENTS ARE EXPECTED TO ABIDE BY THE TERMS AND CONDITIONS SET FORTH IN THE GRANT APPLICATION AND GRANT AGREEMENT, INCLUDING SUBMISSION OF PROGRESS OR FINAL REPORTS AS DEEMED APPROPRIATE BY INDIVIDUAL GRANTMAKING COMMITTEES. ELIGIBILITY FOR FUTURE FUNDING IS CONTINGENT UPON CHARITABLE ORGANIZATIONS' MEETING THESE TERMS AND CONDITIONS. FORM 990, PART VI, SECTION A, LINE 2 PAT BOLDT AND THOMAS BOLDT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSIST OF TWO CLASSES: APPOINTED DIRECTORS AND ELECTED DIRECTORS. THE NUMBER OF APPOINTED DIRECTORS SHALL AT ALL TIMES BE AT LEAST ONE MORE THAN THE NUMBER OF ELECTED DIRECTORS. THE APPOINTED DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. OR A DULY-AUTHORIZED COMMITTEE OF THE COMMUNITY FOUNDATION. THE COMMUNITY FOUNDATION IS THE SUPPORTED ORGANIZATION OF THE BOLDT FAMILY FUND, INC. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY THE CPA FIRM COMPLETING THE ANNUAL AUDIT OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE CFO OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. REVIEWS IT FOR REASONABLENESS. THE BOARD OF DIRECTORS WILL APPROVE THE FORM 990 FOR FILING AT A MEETING OR VIA EMAIL POLL BETWEEN JULY AND NOVEMBER OF EACH FISCAL YEAR. THE BOARD PRESIDENT OR ANOTHER OFFICER SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DESCRIBING THEIR RELATIONSHIPS AND THEIR FAMILY RELATIONSHIPS WITH OTHER ENTITIES DOING BUSINESS WITH THE ORGANIZATION AND ALL RELATED ORGANIZATIONS. WHEN THE BOARD CONSIDERS A GRANT FOR APPROVAL, A DIRECTOR SHALL BE DEEMED TO HAVE ABSTAINED AS TO THAT PORTION OF THE GRANT REQUEST WHICH AFFECTS ANY ENTITY NOTED ON THAT DIRECTOR'S CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR THE FOLLOWING DOCUMENTS CAN BE SENT TO: EXECUTIVE ASSISTANT, COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC., 4455 W. LAWRENCE ST., APPLETON, WI 54914. -FORM 1023 -IRS DETERMINATION LETTER -ARTICLES OF INCORPORATION -BYLAWS -CONFLICT OF INTEREST POLICY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. (SUPPORTED ORGANIZATION) PUBLISHES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND COMPETITIVE GRANT GUIDELINES, WHICH INCLUDES THE BOLDT FAMILY FUND, INC., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG. COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 391548450 SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FOX VALLEY AREA WI 501(C)(3) 8 N/A 0 MIELKE FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 396074258 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 APPLETON EDUCATION FOUNDATION INC 122 E COLLEGE AVE SUITE 1-B APPLETON WI 54911 391866090 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 391869271 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 200875816 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 54914 203096562 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD 4455 W LAWRENCE ST APPLETON WI 54914 203896774 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 DOUG AND CARLA SALMON FOUNDATION INC 4455 W LAWRENCE ST APPLETON WI 54914 820566250 SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION WI 501(C)(3) 12-1 CFFVR INC 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0