The Bolton Family Foundation

FREMONT, CA EIN: 87-0721168

The Bolton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREMONT, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $97K in total assets. In 2024, it awarded 23 grants totaling $9K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$97K

-5.8% YoY

Annual Giving

$9K

+23.3% YoY

Grant Count

23

+0.0% YoY

Avg Grant Size

$391.304

+23.3% YoY

Under IRS private-foundation payout rules, The Bolton Family Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About The Bolton Family Foundation

Based on IRS filings

The Bolton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREMONT, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $97K in total assets. In 2024, it awarded 23 grants totaling $9K. Net investment income was $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Arroyo GrandeBakersfieldCastro ValleyExeterFremontFresnoLos AngelesMoose HeartOaklandOceanoPleasant HillPleasant HillsPleasantonSacramentoSan LeandroTempletonTulareVisaliaWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$8K$12K$16K20202021202220232024
Metric202420232022
Total Assets$97,321$103,308$100,729
Revenue$11,133$5,001$4,200
Expenses$14,463$11,112$12,286
Qualifying Distributions$10,217$8,601$8,297
Net Investment Income$5,428$2,367$703
Distributable Amount$5,114$5,082$5,565

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$10K24 grants202025 grants202120 grants202223 grants202323 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WASHINGTON HS HUSKIES BO…$750CALIFORNIA FIRE FOUNDATION$600HAPPY TRAILS RIDING ACAD…$600MOOSE CHARITIES$600MOOSE CHARITIES$600SOUTH COUNTY YOUTH COALI…$600TULARE COUNTY SPECIAL OL…$600CHAFFEE ZOO$500GOLDEN GATE AREA COUNCIL…$500SWEET NECTAR SOCIETY$500

Grant Size Distribution

115 grants across all recorded years

115<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Washington Hs Huskies Boosters ($750), California Fire Foundation ($600), Happy Trails Riding Academy ($600).

RecipientPurposeAmount
ABODE SERVICES FREMONT, CASERVICES FOR HOMELESS$200
BAY AREA COMMUINTY SERVICES OAKLAND, CAFREMONT HOUSING NAVIGATION CENTER$200
CALIFORNIA FIRE FOUNDATION SACRAMENTO, CAVICTIM ASSISTANCE$600
CHAFFEE ZOO FRESNO, CACHILDREN'S PROGRAMS$500
CITY TEAM OAKLAND OAKLAND, CATHANKSGIVING MEALS$250
CONSERVATION SOCIETY OF CA OAKZOO OAKLAND, CAREPTILE AND AMPHIBIAN EXHIBIT$200
GOLDEN GATE AREA COUNCIL SCOUTSBSA PLEASANTON, CACAMP MAINENANCE$500
HAPPY TRAILS RIDING ACADEMY VISALIA, CAGENERAL FUND$600
HARVEY GREEN PTA FREMONT, CABAND PROGRAM$200
MOOSE CHARITIES MOOSE HEART, ILCAMP ROSS, CHILDHOOD AWARENESS$600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NANCY BOLTONPRESIDENT$400ELIZABETH B NEWELLVICE PRESIDE$400SARA N KARRICK-HEWITTTREASURER$400SAMANTHA KLINOSECRETARY$400WILLIAM BOLTONDIRECTOR$400TERRY NEWELLDIRECTOR$400

From 2024 filing

NameTitleHoursCompensation
NANCY BOLTONPRESIDENT$400
ELIZABETH B NEWELLVICE PRESIDE$400
SARA N KARRICK-HEWITTTREASURER$400
SAMANTHA KLINOSECRETARY$400
WILLIAM BOLTONDIRECTOR$400
TERRY NEWELLDIRECTOR$400

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Bolton Family Foundation?

The Bolton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FREMONT, CA. It holds $97K in total assets as of 2024.

How large is The Bolton Family Foundation?

As of 2024, The Bolton Family Foundation holds $97K in total assets with $11K in annual revenue. It awarded 23 grants totaling $9K in 2024.

Where does The Bolton Family Foundation operate?

The Bolton Family Foundation has awarded grants in California, District of Columbia, Illinois.

What size grants does The Bolton Family Foundation award?

In 2024, The Bolton Family Foundation awarded 23 grants totaling $9K — an average of about $391.304 per grant, based on its IRS Form 990 filings.

How much is The Bolton Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bolton Family Foundation reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Bolton Family Foundation's EIN?

The Bolton Family Foundation's EIN (Employer Identification Number) is 87-0721168. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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