2024-10-25T16:54:00-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 200 EAST WASHINGTON STREET APPLETON WI 549115481 990 2023-01-01 812176525 THE BOLDT FAMILY FUND INC BOLD 9208301290 4455 W LAWRENCE ST APPLETON WI 54914 THOMAS BOLDT PRESIDENT 9208301290 2024-10-22 1 1 MIKE VANDEN HOGEN P00499282 9207318111 2024-10-22 2023 2024-10-15 13:58:12Z THOMAS BOLDT 4455 W LAWRENCE ST APPLETON WI 54914 5034144 0 1 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 2902513 4675893 0 0 13728 20050 0 0 2916241 4695943 2797821 1870818 0 0 0 0 0 0 0 16402 12101 2814223 1882919 102018 2813024 3023960 5652508 2973494 2756303 50466 2896205 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 1874292 1870818 PROVIDED GRANTS THROUGH A COMPETITIVE PROCESS TO 49 PUBLIC CHARITIES SUPPORTING THE INTEREST OF THE BOLDT FAMILY AND THE BOLDT COMPANY WITH PRIORITY GIVEN TO EDUCATION, HEALTHCARE, ENVIRONMENT AND THE ARTS. 1874292 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 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 SECRETARY 1.00 0.50 X X 0 0 0 PAT BOLDT VICE CHAIR 1.50 X X 0 0 0 0 0 0 0 0 0 0 0 4675893 4675893 867 867 357384 338201 19183 19183 19183 4695943 0 0 20050 1870818 1870818 5558 2779 2779 4765 4765 640 640 1138 695 443 1882919 1874292 8627 0 150 2093107 4008000 930853 1644358 3023960 5652508 25 2973494 2756278 2973494 2756303 X 50466 -1111795 4008000 50466 2896205 3023960 5652508 X 2813024 1615 31100 X 0 1 X 1 0 X X X 1 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC 391548450 8 1 5558 0 1 5558 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 AMERICAN PLAYERS THEATRE OF WISCONSIN PO BOX 819 SPRING GREEN WI 535880819 391583361 501(C)(3) 12500 0 ARTS, CULTURE & HUMANITIES APPLETON BOYCHOIR INC 111 W COLLEGE AVE 4TH FL APPLETON WI 549115781 391548340 501(C)(3) 16000 0 ARTS, CULTURE & HUMANITIES APRICITY 1010 STROHMEYER DR NEENAH WI 549561980 391229161 501(C)(3) 15000 0 MENTAL HEALTH & CRISIS INTERVENTION ASCENSION ST ELIZABETH HOSPITAL 1506 S ONEIDA ST APPLETON WI 549151305 390816818 501(C)(3) 10000 0 HEALTH CARE ATLAS SCIENCE CENTER 425 W WATER STREET APPLETON WI 54911 391861890 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES AURORA HEALTH CARE FOUNDATION - WISCONSIN 3075 HIGHLAND PARKWAY STE 600 DOWNERS GROVE IL 60515 824184596 501(C)(3) 17500 0 HEALTH CARE AURORA UNIVERSITY 347 S GLADSTONE AVE AURORA IL 605064877 362166964 501(C)(3) 10000 0 EDUCATION BERGSTROM-MAHLER MUSEUM OF GLASS 165 N PARK AVE NEENAH WI 549562956 390958257 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES CAP SERVICES-STEVENS POINT 2900 HOOVER RD STE A STEVENS POINT WI 544815678 391080897 501(C)(3) 30000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING CAPITAL COLLEGE & CAREER ACADEMY 501 ARDEN WAY SACRAMENTO CA 95815 842143195 501(C)(3) 10000 0 EDUCATION CHICAGO UNITED 300 E RANDOLPH ST STE 40200 CHICAGO IL 606015075 362770509 501(C)(3) 15000 0 PHILANTHROPY, VOLUNTARISM CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC PO BOX 1997 MILWAUKEE WI 532011997 391500075 501(C)(3) 15000 0 HEALTH CARE CLOQUET COMMUNITY MEMORIAL HOSPITAL FOUNDATION 512 SKYLINE BLVD CLOQUET MN 55720 363588501 501(C)(3) 7000 0 HEALTH CARE CONSTRUCTION INDUSTRY EDUCATIONAL FOUNDATION 5370 ELVAS AVE SACRAMENTO CA 958192339 200595531 501(C)(3) 10000 0 EDUCATION DC EVEREST EDUCATION FOUNDATION PO BOX 114 SCHOFIELD WI 54476 391736592 501(C)(3) 50000 0 EDUCATION DOOR COUNTY MARITIME MUSEUM & LIGHTHOUSE PRESERVATION SOCIETY 120 N MADISON AVE STURGEON BAY WI 542353416 237054730 501(C)(3) 142316 0 ARTS, CULTURE & HUMANITIES FINLANDIA UNIVERSITY 601 QUINCY ST HANCOCK MI 499301832 381359570 501(C)(3) 100000 0 EDUCATION FIRST WITNESS CHILD ADVOCACY CENTER 4 WEST 5TH STREET DULUTH MN 55806 411737291 501(C)(3) 20000 0 CRIME & LEGAL-RELATED FOX CITIES PERFORMING ARTS CENTER 400 W COLLEGE AVE APPLETON WI 549115831 391977839 501(C)(3) 329265 0 ARTS, CULTURE & HUMANITIES FOX VALLEY FAMILY PRACTICE RESIDENCY 229 S MORRISON STREET APPLETON WI 549115760 391327215 501(C)(3) 112000 0 HEALTH CARE GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES 4693 NORTH LYNNDALE DRIVE APPLETON WI 54913 391016314 501(C)(3) 15500 0 YOUTH DEVELOPMENT HARBOR HOUSE DOMESTIC ABUSE PROGRAMS 720 W 5TH ST APPLETON WI 549145368 391870927 501(C)(3) 6500 0 MENTAL HEALTH & CRISIS INTERVENTION HECKRODT WETLAND RESERVE 1305 PLANK RD MENASHA WI 549522919 391838222 501(C)(3) 10000 0 ENVIRONMENT LAKELAND UNIVERSITY FOUNDATION W3718 SOUTH DR PLYMOUTH WI 530734878 391655132 501(C)(3) 10000 0 EDUCATION MARIAN UNIVERSITY 45 S NATIONAL AVE FOND DU LAC WI 549354621 391024723 501(C)(3) 38463 0 EDUCATION MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION INC 1000 N OAK AVE 1R1 MARSHFIELD WI 544495777 812822823 501(C)(3) 20000 0 HEALTH CARE MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 532023109 390477970 501(C)(3) 40520 0 EDUCATION MISSION HIRING HALL INC 1048 FOLSOM ST SAN FRANCISCO CA 941034024 941750329 501(C)(3) 10000 0 EDUCATION MOORE PUBLIC SCHOOLS 1500 SE 4TH ST MOORE OK 731608266 736021049 GOVERNMENT 10000 0 EDUCATION NEWVOICES 111 W COLLEGE AVE 4TH FL APPLETON WI 549115781 930838178 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES NORTHERN SKY THEATER 9058 COUNTY ROAD A FISH CREEK WI 542129448 391666391 501(C)(3) 15000 0 ARTS, CULTURE & HUMANITIES PENINSULA MUSIC FESTIVAL PO BOX 340 EPHRAIM WI 542110340 391691920 501(C)(3) 20000 0 ARTS, CULTURE & HUMANITIES PILLARS 605 E HANCOCK ST APPLETON WI 549115023 391582471 501(C)(3) 20000 0 HOUSING & SHELTER SAMARITAN 1205 PROVINCE TERRACE MENASHA WI 54952 391214216 501(C)(3) 20000 0 MENTAL HEALTH & CRISIS INTERVENTION ST OLAF COLLEGE 1520 SAINT OLAF AVE NORTHFIELD MN 550571098 410693979 501(C)(3) 10000 0 EDUCATION THE BUILDING FOR KIDS 100 W COLLEGE AVE APPLETON WI 549115735 391706260 501(C)(3) 50000 0 YOUTH DEVELOPMENT THE GRAND OSHKOSH 222 PEARL AVE OSHKOSH WI 549014834 391569883 501(C)(3) 8000 0 ARTS, CULTURE & HUMANITIES THE TROUT MUSEUM OF ART 111 W COLLEGE AVE APPLETON WI 549115781 396056442 501(C)(3) 253483 0 ARTS, CULTURE & HUMANITIES THEDACARE FAMILY OF FOUNDATIONS 1818 N MEADE ST APPLETON WI 549113454 464112255 501(C)(3) 15000 0 PHILANTHROPY, VOLUNTARISM UNITED WAY FOX CITIES 1455 MIDWAY RD MENASHA WI 549521223 390912895 501(C)(3) 49000 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 OF CENTRAL OKLAHOMA PO BOX 248919 OKLAHOMA CITY OK 731248919 730589829 501(C)(3) 8000 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY PO BOX 88988 MILWAUKEE WI 532888988 390806190 501(C)(3) 9000 0 HUMAN SERVICES UNITED WAY OF THE BAY AREA PO BOX 741478 LOS ANGELES CA 900741478 941312348 501(C)(3) 12000 0 PHILANTHROPY, VOLUNTARISM UPAF 301 W WISCONSIN AVE STE 600 MILWAUKEE WI 532032232 396100399 501(C)(3) 10000 0 ARTS, CULTURE & HUMANITIES VIVENT HEALTH - APPLETON 633C W WISCONSIN AVE APPLETON WI 54911 391534049 501(C)(3) 10000 0 HEALTH CARE VOLUNTEER FOX CITIES 48 JEWELERS PARK DR STE 100 NEENAH WI 54956 391765162 501(C)(3) 22000 0 PHILANTHROPY, VOLUNTARISM WISCONSIN ACADEMY OF SCIENCES ARTS & LETTERS 1922 UNIVERSITY AVE MADISON WI 537264099 391054856 501(C)(3) 15000 0 ARTS, CULTURE & HUMANITIES WMC FOUNDATION 501 E WASHINGTON AVE MADISON WI 537032914 391394068 501(C)(3) 25000 0 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF 49 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 IV, LINE 27 THROUGH A REVIEW OF DISTRIBUTIONS, IT WAS SUSPECTED THAT SOME OF THE DESCRIPTIONS INDICATED A POSSIBLE RETURN BENEFIT TO THE DONOR / INTERESTED PERSON(S). FOR EXAMPLE, DISTRIBUTIONS MADE TO ORGANIZATIONS FOR FUNDRAISING EVENTS WHERE IT COULD BE ASSUMED THAT THE INTERESTED PERSON(S) ATTENDED THE EVENT AND MAY HAVE RECEIVED DINNER OR ENTERTAINMENT. AFTER A THOROUGH REVIEW OF THE DISTRIBUTIONS MADE IN 2023, THERE ARE TWO SPECIFIC TRANSACTIONS THAT MAY HAVE RESULTED IN SOME RETURN BENEFIT TO AN INTERESTED PERSON. THE DOLLAR VALUE OF THE BENEFIT APPEARS TO BE LESS THAN $1,000, AROUND TEN PERCENT OF THE AMOUNT DISTRIBUTED, AND THE BENEFIT THAT THE DONORS RECEIVED WAS SOLELY ATTENDANCE AT THE EVENT. CURRENTLY THE INTERNAL REVENUE SERVICE (THE "SERVICE") HAS NOT ISSUED REGULATIONS DEFINING "INCIDENTAL" FOR THESE PURPOSES. WITHOUT CURRENT GUIDANCE, THE FILING ORGANIZATION REASONABLY BELIEVES THAT THESE TRANSACTIONS SHOULD NOT BE CONSIDERED A MORE THAN INCIDENTAL BENEFIT. THE FILING ORGANIZATION HAS PUT POLICIES AND PROCEDURES IN PLACE TO ELIMINATE THIS SITUATION FROM FURTHER OCCURRENCE. 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 31,100. 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