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Nonprofit · EIN 65-6113538

THEODORE & MARIA BOLLT FAM FOUNDATION TR

Tax-exempt · BOSTON, MA 02110

Financials

$143K$98K2023$141K$104K2024$233K$128K2025
Revenue Expenses · by fiscal year end
Financials of THEODORE & MARIA BOLLT FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$233,427$127,880$105,547$1,421,493$0$1,421,493
April 30, 2025990-PF$141,301$104,162$37,139$1,316,213$0$1,316,213
April 30, 2024990-PF$143,097$98,335$44,762$1,279,115$0$1,279,115
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$35,092
Net gain from sales of assets
$198,335

Expenses

Grants and similar amounts paid
$115,000
Compensation of officers, directors and key employees
$10,932
Disbursements for charitable purposes
$117,745
Excise tax on investment income
$3,121

Balance sheet and other

Total assets, start of year
$1,316,213
Total assets, end of year
$1,421,493
Total liabilities, end of year
$0
Net assets, end of year
$1,421,493
Fair market value of assets
$2,239,480
Qualifying distributions
$117,745
Net investment income
$233,164

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
3290 NORTHSIDE PARKWAY 7TH FL, Atlanta, GA 30327
Trustee1$10,932
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
3290 NORTHSIDE PARKWAY 7TH FL, Atlanta, GA 30327
Trustee1$10,603
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
3290 NORTHSIDE PARKWAY 7TH FL, Atlanta, GA 30327
Trustee1$9,933

Address and contacts

Address (IRS master file)
100 FEDERAL ST 31ST FLOOR, BOSTON, MA 02110-1883
In care of
% BESSEMER TRUST CO OF FL
Signed the 990-PF
AARON SHIELDS, Trustee
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
65-6113538
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$1,421,493
Income (IRS master file)
$598,418

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$233,427$127,880$1,421,493XML
990-PFApril 2025$141,301$104,162$1,316,213XML
990-PFApril 2024$143,097$98,335$1,279,115XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-6113538).

Questions about THEODORE & MARIA BOLLT FAM FOUNDATION TR

What is the EIN of THEODORE & MARIA BOLLT FAM FOUNDATION TR?
The employer identification number (EIN) of THEODORE & MARIA BOLLT FAM FOUNDATION TR is 65-6113538.
Is THEODORE & MARIA BOLLT FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THEODORE & MARIA BOLLT FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THEODORE & MARIA BOLLT FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of THEODORE & MARIA BOLLT FAM FOUNDATION TR due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THEODORE & MARIA BOLLT FAM FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of THEODORE & MARIA BOLLT FAM FOUNDATION TR?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $10,932 (CIBC NATIONAL TRUST COMPANY, Trustee).
How much revenue does THEODORE & MARIA BOLLT FAM FOUNDATION TR have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $233,427, expenses of $127,880 and total assets of $1,421,493 at year end.

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