2025-10-17T16:23:35-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2024-01-01 812176525 THE BOLDT FAMILY FUND INC BOLD 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 THOMAS BOLDT PRESIDENT 9208301290 2025-10-16 1 0 MIKE VANDEN HOGEN P00499282 9207318111 2025-10-16 2024 2025-03-06 01:10:19Z THOMAS BOLDT 4455 W LAWRENCE ST APPLETON WI 54914 781867 0 X N/A X 2015 WI PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS. 5 5 0 6 0 0 4675893 522000 0 0 20050 46460 0 0 4695943 568460 1870818 924805 0 0 0 0 0 0 0 12101 19051 1882919 943856 2813024 -375396 5652508 4059896 2756303 1490749 2896205 2569147 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 931315 924805 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. 931315 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 1 0 1 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 MICHELLE WEBER 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 X THOMAS J BOLDT BOARD CHAIR 1.50 X X 0 0 0 KENNETH C STOLZMAN DIRECTOR 0.50 X 0 0 0 JEFFRY D KNEZEL TREASURER 1.00 0.50 X X 0 0 0 WALTER S RUGLAND DECEASED SECRETARY THRU 3/24 1.00 0.50 X X 0 0 0 PAT BOLDT VICE CHAIR 1.50 X X 0 0 0 BETH FLAHERTY SECRETARY AS OF 10/24 1.00 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 522000 522000 3533 3533 256334 213407 42927 42927 42927 568460 0 0 46460 924805 924805 11409 5704 5705 4915 4915 1469 1469 1251 802 449 7 4 3 943856 931315 12541 0 150 150 4008000 57671 1644358 4002075 5652508 4059896 25 0 2756278 1490749 2756303 1490749 X -1111795 2511476 4008000 57671 2896205 2569147 5652508 4059896 X -375396 8338 40000 X 0 1 X 1 0 X X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 16409 0 1 16409 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A (FORM 990) PART IV, SECTION A, LINE 6 THE FILING ORGANIZATION MAKES GRANTS IN SUPPORT OF ITS SUPPORTED ORGANIZATION'S (COMMUNITY FOUNDATION FOR FOX VALLEY REGION, INC) CHARITABLE MISSION. GRANTS MADE BY THE FILING ORGANIZATION ARE CONSISTENT WITH THOSE MADE DIRECTLY BY THE SUPPORTED ORGANIZATION. THEREFORE, THE FILING ORGANIZATION IS OPERATED TO PERFORM THE FUNCTIONS OF OR CARRYOUT THE PURPOSES OF ITS SPECIFIED SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 THE TROUT MUSEUM OF ART FOX CITIES BUILDING FOR THE ARTS 111 W COLLEGE AVE APPLETON WI 549115781 396056442 501(C)(3) 118910 0 ARTS, CULTURE & HUMANITIES FOX VALLEY SYMPHONY ORCHESTRA ASSOCIATION 54 PARK PLACE 200 APPLETON WI 54914 391089489 501(C)(3) 60000 0 ARTS, CULTURE & HUMANITIES THE BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 549115735 391706260 501(C)(3) 52607 0 YOUTH DEVELOPMENT CAP SERVICES-STEVENS POINT 2900 HOOVER RD STE A STEVENS POINT WI 544815678 391080897 501(C)(3) 30000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING MARIAN UNIVERSITY ATTN OFFICE OF BUSINESS FINANCE 45 S NATIONAL AVE FOND DU LAC WI 549354621 391024723 501(C)(3) 26016 0 EDUCATION WMC FOUNDATION 501 E WASHINGTON AVE MADISON WI 537032914 391394068 501(C)(3) 25000 0 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC CCC 220 PO BOX 1997 MILWAUKEE WI 532011997 391500075 501(C)(3) 25000 0 HEALTH CARE MILWAUKEE PUBLIC MUSEUM 800 W WELLS ST MILWAUKEE WI 532331478 391723105 501(C)(3) 25000 0 ARTS, CULTURE & HUMANITIES SAMARITAN 1205 PROVINCE TERRACE MENASHA WI 54952 391214216 501(C)(3) 20000 0 MENTAL HEALTH & CRISIS INTERVENTION PENINSULA MUSIC FESTIVAL PO BOX 340 EPHRAIM WI 542110340 391691920 501(C)(3) 20000 0 ARTS, CULTURE & HUMANITIES APPLETON HISTORICAL SOCIETY 231 W FRANKLIN ST APPLETON WI 549115427 450604780 501(C)(3) 20000 0 ARTS, CULTURE & HUMANITIES WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS 1922 UNIVERSITY AVE MADISON WI 537264099 391054856 501(C)(3) 15000 0 ARTS, CULTURE & HUMANITIES APRICITY 1010 STROHMEYER DR NEENAH WI 549561980 391229161 501(C)(3) 15000 0 MENTAL HEALTH & CRISIS INTERVENTION NEWVOICES 724 E SOUTH RIVER ST APPLETON WI 54915 930838178 501(C)(3) 15000 0 ARTS, CULTURE & HUMANITIES UNITED WAY OF THE BAY AREA 550 KEARNY ST STE 510 SAN FRANCISCO CA 941082524 941312348 501(C)(3) 13000 0 PHILANTHROPY, VOLUNTARISM GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES 4693 NORTH LYNNDALE DRIVE APPLETON WI 54913 391016314 501(C)(3) 12500 0 YOUTH DEVELOPMENT AMERICAN PLAYERS THEATRE OF WISCONSIN PO BOX 819 SPRING GREEN WI 535880819 391583361 501(C)(3) 12500 0 ARTS, CULTURE & HUMANITIES AURORA UNIVERSITY 347 S GLADSTONE AVE AURORA IL 605064877 362166964 501(C)(3) 10000 0 EDUCATION LAKELAND UNIVERSITY ATTN ADVANCEMENT OFFICE W3718 SOUTH DR PLYMOUTH WI 530734878 390821861 501(C)(3) 10000 0 EDUCATION UNITED WAY FOX CITIES 1455 MIDWAY RD MENASHA WI 549521223 390912895 501(C)(3) 11000 0 ARTS, CULTURE & HUMANITIES BERGSTROM-MAHLER MUSEUM OF GLASS 165 N PARK AVE NEENAH WI 549562956 390958257 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES VIVENT HEALTH DEVELOPMENT DEPARTMENT 1311 N 6TH ST MILWAUKEE WI 53212 391534049 501(C)(3) 10000 0 HEALTH CARE FRIENDS OF APPLETON LIBRARY INCORPORATED PO BOX 1971 APPLETON WI 549121971 391550376 501(C)(3) 23033 0 EDUCATION UPAF 301 W WISCONSIN AVE STE 600 MILWAUKEE WI 532032232 396100399 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES ST OLAF COLLEGE OFFICE OF FINANCIAL AID 1520 SAINT OLAF AVE NORTHFIELD MN 550571098 410693979 501(C)(3) 10000 0 EDUCATION VETERANS COMMUNITY PROJECT 8900 TROOST AVE KANSAS CITY MO 64131 474960735 501(C)(3) 10000 0 HOUSING & SHELTER ACE MENTOR PROGRAM OF AMERICA INC 1501 CHERRY STREET PHILADELPHIA PA 19102 510465877 501(C)(3) 10000 0 YOUTH DEVELOPMENT ADVENTHEALTH FOUNDATION INC 800 N MAGNOLIA AVE SUITE 600 ORLANDO FL 32803 592219301 501(C)(3) 10000 0 HEALTH CARE FOX VALLEY MEMORY PROJECT 1800 APPLETON RD MENASHA WI 549523727 823556549 501(C)(3) 10000 0 HUMAN SERVICES DETROIT REGIONAL PARTNERSHIP FOUNDATION 1001 WOODWARD AVE STE 800 DETROIT MI 48226 831361974 501(C)(3) 10000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING PHOTO OPP 621 N BATEMAN ST APPLETON WI 54911 872449225 501(C)(3) 10000 0 PUBLIC & SOCIETAL BENEFIT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY UNITED WAY PLEDGE PROCESSING PO BOX 88988 MILWAUKEE WI 532888988 390806190 501(C)(3) 9000 0 HUMAN SERVICES FC ENVIRONMENTAL LEARNING CAMPUSBUBOLZ NATURE PRESERVE 4815 N LYNNDALE DR APPLETON WI 549139665 237120877 501(C)(3) 8500 0 ENVIRONMENT UNITED WAY OF CENTRAL OKLAHOMA PO BOX 248919 OKLAHOMA CITY OK 731248919 730589829 501(C)(3) 8500 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING WEYAUWEGA ARTS ORGANIZATION INC PO BOX 50 WEYAUWEGA WI 549830050 870798025 501(C)(3) 7500 0 ARTS, CULTURE & HUMANITIES HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 W 5TH ST APPLETON WI 549145368 391870927 501(C)(3) 6000 0 MENTAL HEALTH & CRISIS INTERVENTION UNITED WAY FOR SOUTHEASTERN MICHIGAN PO BOX 77398 DETROIT MI 48277 203099071 501(C)(3) 5500 0 HUMAN SERVICES UNITED WAY OF CARLTON COUNTY PO BOX 250 CLOQUET MN 557200250 411358283 501(C)(3) 5500 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING UNITED WAY CALIFORNIA CAPITAL REGION 10389 OLD PLACERVILLE RD SACRAMENTO CA 958272506 941225382 501(C)(3) 5500 0 PUBLIC & SOCIETAL BENEFIT WOMEN'S FUND FOR THE FOX VALLEY REGION INC 4455 W LAWRENCE ST APPLETON WI 549144065 203096562 501(C)(3) 8000 0 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY DOOR COUNTY MARITIME MUSEUM & LIGHTHOUSE PRESERVATION SOCIETY 120 N MADISON AVE STURGEON BAY WI 542353416 237054730 501(C)(3) 5077 0 ARTS, CULTURE & HUMANITIES FOX CITIES PERFORMING ARTS CENTER 400 W COLLEGE AVE APPLETON WI 549115831 391977839 501(C)(3) 10735 0 ARTS, CULTURE & HUMANITIES RIPON COLLEGE PO BOX 248 RIPON WI 549710248 390826049 501(C)(3) 26066 0 EDUCATION 43 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: CFO, 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. FORM 990, PART XI, LINE 9: GRANT RETURNS 40,000. 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 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0