NICHOLAS FAM FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLAS FAM FOUNDATION TR (EIN 39-6589261)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-10
- IRS object ID
- 202041629349100214
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T12:03:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390912608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1249 W LIEBAU RD STE 200 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396589261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O LYNN S NICHOLAS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICH | BusinessNameControlTxt |
| Phone | 2622423040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10309 N RIVER ROAD | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 530924561 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN NICHOLAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4142724650 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY KNORR CPA | PreparerPersonNm |
| PTIN | P00706566 | PTIN |
| Phone | 2622439610 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,337,211 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,174 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,174 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $928,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $928,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,438,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,438,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,438,498 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$103,172 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47,778 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,278,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,429,423 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $96,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,180 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,344 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,836 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,106 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $789 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $58,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,820 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $804 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $196,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,700,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,700,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,896,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,727,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,381,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,304,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,035,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,003,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,003,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,473,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,279,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,168,140 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $37,621,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,261,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,165,087 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $32,840 | OtherAssetsBOYAmt |
| Other Assets EOY | $35 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,163,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,545,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,337,211 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,045 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,045 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,045 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49,147,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,529,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,147,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,529,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,163,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,545,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,147,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,381,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,529,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,529,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| PLAINS ALL AMERICAN PIPELINE LP - PASSTHROUGH ENTITY | -$2,024 | -$2,024 | ||
| ENTERPRIZE PRODUCTS PARTNERS LP - PASSTHROUGH ENTITY | -$76 | -$76 | ||
| THE BLACKSTONE GROUP LP - PASSTHROUGH ENTITY | $2,179 | $2,179 | ||
| CEDAR FAIR - PASS THROUGH ENTITY | -$53 | -$53 | ||
| CAPITAL GAINS DIVIDENDS | $3,438,472 | $3,438,472 | P | $3,438,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,438,498 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,817,994 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,669,099 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049727 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,698,267 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $58,785,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045900 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,866,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,547,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053537 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,520,448 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $58,288,619 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043241 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,223,410 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,157,798 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043462 | DistributionYr5Rt |
| Total Distribution | 0.235867 | TotalDistributionRt |
| Average Distribution | 0.047173 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,449,781 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,851,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43,045 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,894,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,727,062 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,089 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86,089 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,494 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,494 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $41,595 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN NICHOLAS | IndividualWithBooksNm |
| Phone | 2622423040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10309 N RIVER RD | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY J NICHOLAS | ||||||||
| 6002 N HIGHWAY 83 | CHENEQUA | WI | 53029 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LYNN S NICHOLAS | ||||||||
| 10309 N RIVER ROAD | MEQUON | WI | 53092 | PRESIDENT - TRUSTEE | 25.00 | $120,000 | $0 | $0 |
| SUSAN N FASCIANO | ||||||||
| 2533 INDIAN RIDGE DRIVE | GLENVIEW | IL | 60025 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID O NICHOLAS | ||||||||
| 2401 W RANGE LINE TERRACE | MEQUON | WI | 53092 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,540,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,829,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,370,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,370,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $920,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,449,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,022,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,022,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,089 | TotalTaxAmt |
| Distributable Before Adj | $2,936,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,936,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,936,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,727,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,727,062 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,727,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,936,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,693,295 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,727,062 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,693,295 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,902,633 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN NICHOLAS NICHOLAS FAMILY FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10309 NORTH RIVER ROAD | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2622423040 | RecipientPhoneNum |
| Recipient Email Address | LNICHOLAS23@ATT.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | TYPE WRITTEN LETTER WITH HISTORY AND PURPOSE OF ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO 501 (C)(3) EXEMPT ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION SE WI CHAPTER | |||||||
| 2421 N MAYFAIR ROAD STE 212 | WAUWATOSA | WI | 53226 | NONE | 501(C)(3) | BOUGHT TABLE AT BALL. DEDICATED TO FIGHT AGAINST ALS THROUGH RESEARCH, PATIENT SUPPORT AND INFORMATION AWARENESS. | $25,000 |
| AMERICAN RED CROSS GREATER MILW CHAPTER | |||||||
| 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE RELIEF TO VICTIMS OF DISASTER, AND HELP PEOPLE PREVENT, PREPARE AND RESPOND TO EMERGENCIES. | $75,000 |
| ANXIETY DISORDERS FOUNDATION | |||||||
| PO BOX 560 | OCONOMOWOC | WI | 53066 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. DEDICATED TO IMPROVING THE LIVES AFFECTED BY ANXIETY DISORDER WITH TREATMENT, TRAINING AND AWARENESS. | $25,000 |
| BIG BROTHERS BIG SISTERS OF METRO MILWAUKEE | |||||||
| 8415 W GREENFIELD AVE | MILWAUKEE | WI | 53214 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE A MENTOR TO THOUSANDS OF CHILDREN IN ORDER TO IMPROVE THEIR LIVES AND OUR ENTIRE COMMUNITY. | $10,000 |
| BIRCH CREEK MUSIC PERFORMANCE CENTER INC | |||||||
| 3821 COUNTY E PO 230 | EGG HARBOR | WI | 54209 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUMMER MUSIC ACADEMY IN DOOR CTY WI FOR ADVANCED YOUNG MUSICANS. | $10,000 |
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE | |||||||
| 1437 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | FUND THE LITTLE DRIBBLERS PROGRAM. PROMOTE HEALTH, SOCIAL, EDUCATIONAL, VOCATIONAL AND CHARACTER DEVELOPEMENT BY BUILDING SELF ESTEEM, VALUES AND SKILLS. | $75,000 |
| CHILDREN'S HOSPITAL & HEALTH SYSTEM FOUNDATION | |||||||
| MS 3050 PO BOX 1997 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. ADVANCE THE WORK OF PEDIATRIC PATIENT CARE, REASEARCH AND TEACHING. | $300,000 |
| COA YOUTH AND FAMILY CENTERS | |||||||
| 909 EAST NORTH AVE | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO HELP MILW CHILDREN, TEENS AND FAMILIES REACH THEIR GREATEST POTENTIAL THROUGH A CONTINUUM OF RECREATIONAL AND SOCIAL WORK. | $10,000 |
| ASCENSION COLUMBIA ST MARY'S FOUNDATION | |||||||
| 13111 N PORT WASHINGTON ROAD | MEQUON | WI | 53097 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. SUPPORT A NEW ADDITION, WHICH WILL ALLOW EXPANSION OF CURRENT PROGRAMS AND SERVICES. WILL ALSO ENHANCE THE HEALTH AND WELL BEING OF OUR COMMUNITY. | $75,000 |
| DOOR COUNTY YMCA | |||||||
| 3866 GIBRALTAR ROAD | FISH CREEK | WI | 54212 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. DEDICATED TO BUILDING STRONG KIDS, FAMILIES AND COMMUNITIES THROUGH CHRISTIAN PRINCIPLES. | $10,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. OFFERS SPECIALIZED EDUCATIONAL AND THERAPEUTIC PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND YOUNG ADULTS CHALLENGED BY LEARNING, DEVELOPMENTAL, EMOTIONAL OR MEDICAL DISABILITIES. | $25,000 |
| FAMILY PROMISE OF OZAUKEE COUNTY | |||||||
| PO BOX 499 | PORT WASHINGTON | WI | 53074 | NONE | 501(C)(3) | ANNUAL CAMPAIGN - TO PROVIDE EMERGENCY SHELTER, MEALS & EXPERT MGMT TO HOMELESS CHILDREN AND THEIR FAMILIES. | $10,000 |
| FIRST STAGE CHILDREN'S THEATER | |||||||
| 929 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL/CAPITAL CAMPAIGN. PROVIDE THEATER EXPERIENCES AND SERVE AS THEATER ARTS-IN-EDUCATION RESOURCE FOR EDUCATORS. | $25,000 |
| GREEN TREE GARDEN CLUB | |||||||
| 12552 LAKE SHORE DRIVE | MEQUON | WI | 53092 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROMOTE GREATER UNDERSTANDING OF THE INTERDEPENDENCE OF HORTICULTURE, ENTIRONMENTAL PROTECTION AND COMMUNITY IMPROVEMENT. | $5,000 |
| JUDITH ANN GRIESE FOUNDATION | |||||||
| 7400 E CRESTLINE CIRCLE | GREENWOOD VILLAGE | CO | 80111 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO HELP CHILDREN AND FAMILIES WHO ARE GRIEVING THE DEATH OF A LOVED ONE FIND HOPE AND HEALING WITHIN THEMSELVES. | $15,000 |
| LAD LAKEST ROSE CENTER | |||||||
| 3801 NORTH 88TH STREET | MILWAUKEE | WI | 53222 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. CHANGING HEARTACHE TO HOPE FOR WOMEN, GIRLS AND FAMILIES IN NEED BY PROVIDING RESIDENTIAL CARE, STABILIZATION PLACEMENT AND RESPITE CARE. | $75,000 |
| LITERACY SERVICES OF WISCONSIN INC | |||||||
| 2724 WEST WELLS STREET | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDES LITERACY EDUCATION TO MOTIVATED ADULTS THROUGH THE EFFORTS OF DEDICATED VOLUNTEERS. | $10,000 |
| MACC FUND | |||||||
| 1200 N MAYFAIR ROAD SUITE 265 | MILWAUKEE | WI | 53226 | NONE | 501(C)(3) | ANNUAL CAMPAIGN AND HOPE TEAM. SUPPORTS RESEARCH, EFFECIVE TREATMENT AND CURE FOR CHILDHOOD CANCER. | $177,000 |
| MADISON AREA MUSIC ASSOCIATION | |||||||
| 3921 ANCHOR DR | MADISON | WI | 53714 | NONE | 501(C)(3) | ALTERNATIVE STATEWIDE MUSIC COMPETITION. TO PROVIDE LEADERSHIP AND SUPPORT FOR SCHOOL MUSIC PROGRAMS THAT ENCOURAGE LIFELONG INVOLVEMENT IN MUSIC. | $50,000 |
| MAKE-A-WISH FOUNDATION OF WISCONSIN | |||||||
| 13195 WEST HAMPTON AVENUE | BUTLER | WI | 53007 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING ILLNESSES TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. | $15,000 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| MS3050 P O BOX 1997 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) | FUND CANCER RESEARCH. PROVIDES SUPPORT FOR THE HIGHLY SPECIALIZED CARE, RESEARCH AND TRAINING OF FROEDERT HOSPITAL.FUND CANCER RESEARCH. PROVIDES SUPPORT FOR THE HIGHLY SPEDIALIZED CARE, RESEARCH & TRAINING OF FROEDERT HOSPITAL & MEDICAL COLLEGE. | $333,333 |
| MEQUON-THIENSVILLE EDUCATION FOUNDATION | |||||||
| PO BOX 514 | MEQUON | WI | 53092 | NONE | 501(C)(3) | UNDERWRITE TARTAN BALL MUSIC. ENRICHING THE EDUCATION OF MEQUON THIENSVILLE SCHOOL DISTRICT. | $10,000 |
| MILWAUKEE ART MUSEUM | |||||||
| 700 N ART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. COLLECT & PRESERVE ART AND PRESENT TO THE COMMUNITY AS A VITAL SOURCE OF INSPIRATION AND EDUCATION. | $10,000 |
| MILWAUKEE FILM | |||||||
| 2290 E WISCONSIN AVE STE200 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. A WORLD OF MOVING IDEAS SUPPORTING CINEMATIC PROGRAMMING AND EDUCATIONAL OPPORTUNITIES TO THE MILWAUKEE COMMUNITY. | $25,000 |
| MILWAUKEE PUBLIC MUSEUM | |||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORTS PERMANENT OR SPECIAL EXHIBITS, EDUCATIONAL PROGRAMS.ANNUAL SUPPORT. SUPPORTS PERMANENT OR SPECIAL EXHIBITS, EDUCATIONAL PROGRAMS OR NAMES FOR A CURATORIAL CHAIR FOR THE MUSEUM.ANNUAL CAMPAIGN. SUPPORT EXHIBITS AND EDUCATION PROGRAMS. | $125,000 |
| NATIVITY JESUIT ACADEMY | |||||||
| 1515 SOUTH 29 ST | MILWAUKEE | WI | 532151912 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. TO ADDRESS THE NEEDS OF LATINO COMMUNITY, WHERE THERE IS A DEMAND FOR QUALITY CATHOLIC SCHOOLS. | $50,000 |
| NEIGHBORHOOD HOUSE OF MILWAUKEE INC | |||||||
| 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SERVING CHILDREN AND FAMILIES ON THE NEAR WEST SIDE OF MILWAUKEE THROUGH PROGRAMS THAT STRIVE TO SUPPORT PERSONAL GROWTH, ENRICHMENT, KNOWLEDGE EDUCATION AND SELF-SUFFICIENCEY. | $10,000 |
| NEXT DOOR FOUNDATION | |||||||
| 2545 NORTH 29TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROMOTE LITERACY AND LEADERSHIP. | $10,000 |
| OUR NEXT GENERATION INC | |||||||
| 804 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. ENHANCING EDUCATION & LIFE SKILLS OF CHILDREN THROUGH PROGRAMS. | $25,000 |
| PEARLS FOR TEEN GIRLSINC | |||||||
| 2100 N PALMER STREET | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROGRAMS FOR MAXIMIZING GIRLS' SELF-DEVELOPMENT. | $20,000 |
| PENFIELD CHILDREN'S CENTER | |||||||
| 833 NORTH 26TH STREET | MILWAUKEE | WI | 53223 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO HELP INFANTS AND YOUNG CHILDREN WITH AND WITHOUT DISABILITIES TO REACH THEIR FULL POTENTIAL. | $10,000 |
| PENINSULA GOLF ASSOC | |||||||
| 9890 SHORE ROAD | EPHRIAM | WI | 54211 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. SUPPORT OF THE IMPROVEMENTS THAT MAKE PENINSULA GOLF COURSE A SPECIAL PLACE. | $25,000 |
| PENINSULA PLAYERS THEATER FOUNDATION | |||||||
| 4351 PENINSULA PLAYERS ROAD | FISH CREEK | WI | 54212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO SUPPORT A TRADITION OF THEATRICAL EXCELLENCE AND NATURAL BEAUTY ON SHOREFRONT PROPERTY IN DOOR COUNTY. | $5,000 |
| PREVENT BLINDNESS WISCONSIN | |||||||
| 731 N JACKSON STREET STE 220 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | NIGHT FOR SIGHT EVENT. PROMOTE HEALTH VISION AND EYE SAFETY. | $55,000 |
| RAWHIDE BOYS RANCH | |||||||
| E7475 RAWHIDE ROAD | NEW LONDON | WI | 54961 | NONE | 501(C)(3) | SUPPORT AND COUNSELING SERVICES. SERVICES DEDICATED TO CHANGING THE LIVES OF AT RISK YOUTH AND THEIR FAMILIES.ANNUAL CAMPAIGN. SUPPORT COUNSELING SERVICES FOR AT RISK YOUTH AND THEIR FAMILIES. | $75,000 |
| ROCKFORD PARK DISTRICT FOUNDATION | |||||||
| 401 S MAIN STREET | ROCKFORD | IL | 61101 | NONE | 501(C)(3) | ANNUAL ENDOWMENT. SUPPORTS ENHANCEMENTS AND PROGRAMMING AT THE NICHOLAS CONSERVATORY AND GARDENS. | $500,000 |
| SAMARITAN FOUNDATION FOR CHURCH AND FAMILY WELLNESS INC | |||||||
| 500 W SILVER SPRINGS DR SUITE K270 | GLENDALE | WI | 53217 | NONE | 501(C)(3) | UNDERWRITE BOOKLETS FOR MPS SCHOOLS. SERVING INDIVIDUALS, FAMILIES AND ORGANIZATIONS THROUGH WHOLE PERSON WELLNESS AND SERVICES. | $50,000 |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER INC | |||||||
| 1337 S CESAR E CHAVEZ DRIVE | MILWAUKEE | WI | 532042714 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE QUALITY, ACCESSIBLE AND AFFORDABLE HEALTH CARE SERVICES TO FAMILIES AND INDIVIDUALS IN OUR COMMUNITY. | $10,000 |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| 619 W WALNUT STREET | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE SHELTER FOR BATTERED AND WOMEN AND CHILDREN. | $25,000 |
| ST COLETTA DAY SCHOOL OF MILWAUKEE | |||||||
| 1740 NORTH 55TH STREET | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE AN ACADEMIC CURRICULUM DESIGNED TO MEET THE SPECIAL LEARNING NEEDS OF EACH STUDENT TO HELP PREPARE THEM TO REACH FULL LEARNING POTENTIAL. | $15,000 |
| THE GATHERING OF SOUTHEASTERN WISCONSIN | |||||||
| 804 EAST JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE FOOD FOR THE HUNGRY. | $25,000 |
| THE SALVATION ARMY | |||||||
| 4757 NORTH 76TH STREET | MILWAUKEE | WI | 53218 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PREACHING THE GOSPEL OF JESUS AND MEET THE HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. | $25,000 |
| UNITED COMMUNITY CENTER | |||||||
| 1028 SOUTH 9TH STREET | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE PROGRAMS TO HISPANICS AND NEAR SOUTH SIDE RESIDENTS OF ALL AGES IN THE AREAS OF EDUCTION, CULTURAL ARTS, RECREATION, COMMUNITY DEVELOPMENT AND HEALTH AND HUMAN SERVICES. | $10,000 |
| UW FOUNDATION - GUARDING AGAINST CANCER | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. DEDICATED TO CANCER ELIMINATION THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. | $50,000 |
| WALKER'S POINT YOUTH & FAMILY CENTER INC | |||||||
| 2030 W NATIONAL AVENUE | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. MEET THE NEEDS OF RUNAWAY, HOMELESS AND OTHER TROUBLED YOUTH AND THEIR FAMILES FROM MILWAUKEE'S DIVERSE COMMUNITIES. | $10,000 |
| WAUNAKEE HOOPS CLUB | |||||||
| 1425 SHENANDOAH DRIVE | WAUNAKEE | WI | 53597 | NONE | 501(C)(3) | BASKETBALL TOURNAMENT. TO PROVIDE A GOOD, WELL ROUNDED EDUCATION TO CHILDREN. | $15,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO SUPPORT ABUSED, NEGLECTED AND FORGOTTEN ANIMALS. | $30,000 |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||||
| 1421 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT, EDUCATE & CONSERVE PROGRAMS FOR ANIMALS AT THE ZOO. | $50,000 |
| UPAF | |||||||
| 301 W WISCONSIN AVENUE 600 | MILWAUKEE | WI | 53203 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT THE PROFORMING ARTS IN SOUTHEAST WISCONSIN. | $10,000 |
| CLEMENT MANOR | |||||||
| 3939 S 92ND ST | GREENFIELD | WI | 53228 | NONE | 501(C)(3) | SUPPORT FAITH BASED CARE RETIREMENT COMMUNITY. TO PROMOTE HEALTHY AGING OF INDIVIDUALS THROUGH THE VALUES OF RESPECT, COLLABORATION AND QUALITY SERVICE. | $5,000 |
| MILWAUKEE COLLEGE PREPARATORY SCHOOL | |||||||
| 1228 W LLOYD ST | MILWAUKEE | WI | 53205 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE EQUAL PARTS ACADEMIC RIGOR AND CHARACTER DEVELOPMENT FOR K4-8TH GRADE PUBLIC CHARTER SCHOOL. | $10,000 |
| MARQUETTE BUSINESS SCHOOL | |||||||
| 1250 W WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | CREATE A SCHOLARSHIP - TO PROVIDE EDUCATIONAL EXPERIENCE THAT CHALLENGES STUDENTS TO THINK CRITICALLOY ABOUT ISSUES AFFECTING THE COMMUNITY AND WORLD. | $5,000 |
| DISCOVERY WORLD | |||||||
| 500 N HARBOR DRIVE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. MILWAUKEE'S PREMIER, NON-PROFIT SCIENCE AND TECHNOLOGY CENTER FOR THE ENTIRE FAMILY. | $15,000 |
| MILWAUKEE CENTER FOR INDEPENDENCE | |||||||
| 2020 W WELLS STREET 2720 | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO GIVE PEOPLE OF ALL AGES AND ABILITIES THE TOOLS AND RESOURCESTHEY NEED TO ACHIEVE GREATER INDEPENDENCE, LIVE A MORE FULFILING LIFE, AND REACH THEIR HIGHEST POTENTIAL. | $10,000 |
| THE WOMEN'S CENTER | |||||||
| 505 N EAST AVENUE | WAUKESHA | WI | 53186 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE SAFETY, SHELTER, AND SUPPORT TO EMPOWER ALL IMPACTED BY DOMESTIC ABUSE,SEXUAL VIOLENCE, CHILD ABUSE AND TRAFFICKING. | $10,000 |
| ECONOMICS WISCONSIN | |||||||
| 7635 W BLUEMOUND RD 106 | MILWAUKEE | WI | 53213 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVICE THE TOOLS TO UNDERSTQND ISSUES SUCH AS UNEMPLOYMENT, INFLATION, EXCHANGE RATES, LABOR MARKETS, ECONOMIC DEVELOPMENT, INTERNATIONAL RADE, FINANCE AND THE ENVIRONMENT. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,700,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,174 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $928,973 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $220,775 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,438,498 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | -$150,950 | 01 | |
| LOSS FROM PARTNERSHIPS | 01 | -$172,997 | |
| CA FRANCHISE TAX REFIMD | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$150,950 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,429,423 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,278,473 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAWKINS ASH CPAS LLP - FOR TAX PREPARATION | CategoryTxt |
| Amt | $7,895 | Amt |
| Net Investment Income | $7,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $789 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $7,279,460 | EOYBookValueAmt |
| EOYFMV | $9,168,140 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $34,724,199 | $43,411,604 |
| PARTNERSHIP INTERESTS | AT COST | $1,537,368 | $5,753,483 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $32,840 | BOYBookValueAmt |
| EOY Book Value | $35 | EOYBookValueAmt |
| EOYFMV | $35 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $60 | $0 | $0 | $60 |
| REORGANIZATION EXPENSE | $700 | $700 | $0 | $0 |
| OFFICE EXPENSE | $34 | $0 | $0 | $34 |
| LICENSES & PERMITS | $10 | $0 | $0 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DORCHESTER MINERALS LP - PASSTHROUGH ENTITY | $220,676 | $220,676 | |
| THE BLACKSTONE GROUP LP - PASSTHROUGH ENTITY | $99 | $99 | |
| LOSS FROM PARTNERSHIPS | -$150,950 | $0 | |
| LOSS FROM PARTNERSHIPS | -$172,997 | -$172,997 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL TAXES | Desc |
| BOY Book Value | $15,045 | BOYBookValueAmt |
| EOY Book Value | $15,045 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX ON INVESTMENT INCOME | $44,494 | $0 | $0 | $0 |
| FOREIGN TAXES PAID BY PASSTHROUGH ENTITIES | $13,820 | $13,820 | $0 | $0 |
| EXCISE TAX CA | $15 | $0 | $0 | $0 |