Boldt Family Fund Inc

Analysis

Boldt Family Fund Inc is a registered charity in United States, based in Appleton, WI. It received its IRS tax-exemption ruling in August 2016, 10 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation (type i) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Boldt Family Fund Inc reported income of $4.7m and spending of $1.9m, leaving 60% of income unspent that year. Across the 6 years on record, from June 2019 to December 2023, income grew from $4.1m to $4.7m (+14%), an average of +2.6% a year. The sharpest change came in the year to December 2022, when income rose by 282%. Over the whole period it spent 81% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Boldt Family Fund Inc sits at the 93rd percentile: it is larger than about 92% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 92nd percentile within WI. Charities of a similar size with the same main cause include Washington County Community Foud ($4.7m), Foundation for Metrowest Inc ($4.7m) and The Legacy Foundation at Shell Point Inc ($4.7m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $5.7m against liabilities of $2.8m, net assets of $2.9m.