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Nonprofit · EIN 82-3692114

BOLLAG FAMILY FOUNDATION

Tax-exempt · CONCORD, NC 28025

Financials

$186K$207K2023$2.9M$109K2024$563K$198K2025
Revenue Expenses · by fiscal year end
Financials of BOLLAG FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$562,572$198,274$364,298$2,964,257$0$2,964,257
December 31, 2024990-PF$2,931,101$108,655$2,822,446$3,025,706$0$3,025,706
December 31, 2023990-PF$186,238$207,308-$21,070$297,017$19$296,998
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$495,578
Dividends
$33,236
Interest
$5,005
Net gain from sales of assets
$28,647
Other income
$106

Expenses

Grants and similar amounts paid
$177,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$181,290
Excise tax on investment income
$744

Balance sheet and other

Total assets, start of year
$3,025,706
Total assets, end of year
$2,964,257
Total liabilities, end of year
$0
Net assets, end of year
$2,964,257
Fair market value of assets
$4,065,369
Qualifying distributions
$181,290
Net investment income
$66,994

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MITCHEL S BOLLAG
7755 HILLIARD LANE, CONCORD, NC 28025
CHAIRMAN0.5$0
ALEXANDER H BOLLAG
515 SHORT STREET, NEW ORLEANS, LA 70118
VICE CHAIRMAN0.5$0
LINDA M BOLLAG
7755 HILLIARD LANE, CONCORD, NC 28025
PRESIDENT0.5$0
NINA S TRACY
19309 YACHTMAN DRIVE, CORNELIUS, NC 28031
SECRETARY0.5$0
GABRIEL Y BOLLAG
2108 ROSELIN PLACE, LOS ANGELES, CA 90039
TREASURER0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MITCHEL S BOLLAG
7755 HILLIARD LANE, CONCORD, NC 28025
CHAIRMAN0.5$0
ALEXANDER H BOLLAG
515 SHORT STREET, NEW ORLEANS, LA 70118
VICE CHAIRMAN0.5$0
LINDA M BOLLAG
7755 HILLIARD LANE, CONCORD, NC 28025
PRESIDENT0.5$0
NINA S TRACY
10111 FREDERICK AVENUE, KENSINGTON, MD 20008
SECRETARY0.5$0
GABRIEL Y BOLLAG
21 BLEECKER STREET 1W, NEW YORK CITY, NY 10012
TREASURER0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MITCHEL S BOLLAG
7755 HILLIARD LANE, CONCORD, NC 28025
CHAIRMAN0.5$0
ALEXANDER H BOLLAG
515 SHORT STREET, NEW ORLEANS, LA 70118
VICE CHAIRMAN0.5$0
LINDA M BOLLAG
7755 HILLIARD LANE, CONCORD, NC 28025
PRESIDENT0.5$0
NINA S TRACY
10111 FREDERICK AVENUE, KENSINGTON, MD 20008
SECRETARY0.5$0
GABRIEL Y BOLLAG
21 BLEECKER STREET 1W, NEW YORK CITY, NY 10012
TREASURER0.5$0

Address and contacts

Address (IRS master file)
7755 HILLIARD LN, CONCORD, NC 28025-8253
Signed the 990-PF
MITCHEL S BOLLAG, DIRECTOR AND BOARD CHAIR
Phone
(704) 455-6319
Return prepared by
GREERWALKER 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-3692114
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,964,257
Income (IRS master file)
$1,803,927

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$562,572$198,274$2,964,257XML
990-PFDecember 2024$2,931,101$108,655$3,025,706XML
990-PFDecember 2023$186,238$207,308$297,017XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 82-3692114).

Questions about BOLLAG FAMILY FOUNDATION

What is the EIN of BOLLAG FAMILY FOUNDATION?
The employer identification number (EIN) of BOLLAG FAMILY FOUNDATION is 82-3692114.
Is BOLLAG FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to BOLLAG FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BOLLAG FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BOLLAG FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BOLLAG FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BOLLAG FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does BOLLAG FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $562,572, expenses of $198,274 and total assets of $2,964,257 at year end.

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