NICHOLAS FAM FOUNDATION TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLAS FAM FOUNDATION TR (EIN 39-6589261)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-10
- IRS object ID
- 201941619349100504
- Schema version
- 2018v3.1
- 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 | 2019-06-10T09:54:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-23 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.55.242.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-23 | IPDt |
| IP Tm | 09:36:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C2A1FF9CCCC3D36569E17D876C3E47843A637CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F170BFA68741445BCFF764B95A3D6478A2D4FC88 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,643,853 | 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 | $175 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,458 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,003,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,003,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,541,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,527,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,541,631 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$31,663 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,897 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,524,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,567,967 | 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 | $8,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $805 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $108,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,028 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,835,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,835,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,081,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,862,488 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,442,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,449,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,377,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,035,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,035,885 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,388,306 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,473,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,075,860 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $35,954,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,621,102 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,499,268 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $35 | OtherAssetsBOYAmt |
| Other Assets EOY | $32,840 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $32,840 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,720,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,163,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,643,853 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $47,705,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,147,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,705,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,147,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,720,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,163,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,705,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,442,836 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,147,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,147,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| PLAINS ALL AMERICAN PIPELINE LP - PASSTHROUGH ENTITY | $10,505 | $10,505 | ||
| ENTERPRIZE PRODUCTS PARTNERS LP - PASSTHROUGH ENTITY | $59 | $59 | ||
| THE BLACKSTONE GROUP LP - PASSTHROUGH ENTITY | $3,260 | $3,260 | ||
| CAPITAL GAINS DIVIDENDS | $3,527,807 | $3,527,807 | P | $3,527,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,541,631 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,698,267 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,785,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045900 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,866,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $53,547,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053537 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,520,448 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,288,619 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,223,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,157,798 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043462 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,987,186 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,092,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043113 | DistributionYr5Rt |
| Total Distribution | 0.229253 | TotalDistributionRt |
| Average Distribution | 0.045851 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,669,099 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,598,335 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,494 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,642,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,862,488 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $44,494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,312 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $77,312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,818 | OverpaymentAmt |
| Applied To ES Tax | $32,818 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $51,992,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,539,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,532,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,532,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $862,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,669,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,833,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,833,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,494 | TotalTaxAmt |
| Distributable Before Adj | $2,788,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,788,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,788,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,862,488 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,862,488 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $44,494 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,817,994 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,788,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,766,822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,862,488 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,766,822 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,666 | 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 | $2,693,295 | 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 (58 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 HEART ASSOCIATION | |||||||
| 1555 NRIVERCENTER DR SUITE 211 | MILWAUKEE | WI | 53211 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. DEDICATED TO FIGHTING HEART DISEASE AND STROKE THROUGH EDUCATION. | $50,000 |
| 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 |
| BLOOD CENTER OF WISCONSIN | |||||||
| 638 NORTH 18TH STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | SUPPORT A RESEARCH DOCTOR. SCIENTISTS MAKE DISCOVERIES WHICH IMPROVE DIAGNOSIS, ADVANCE TREATMENTS AND ULTIMATELY LEAD TO CURES. | $75,000 |
| 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 |
| CHARLES E KUBLEY FOUNDATION - GARRETT KELLEY FUND | |||||||
| 1341 W MEQUON RD SUITE 200 | MEQUON | WI | 53092 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE AWARENESS AND SUPPORT FOR THOSE SUFFERING THE EFFECTS OF SUICIDE AND DEPRESSION.TO PROVIDE AWARENESS AND SUPPORT FOR THOSE SUFFERING THE OF THE SIDE EFFECTS OF SUICIDE AND DEPRESSION. | $20,000 |
| 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. | $150,000 |
| 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 |
| 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 |
| DELTA GAMMA FOUNDATION | |||||||
| PO BOX 26017 | MADISON | WI | 53726 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. OFFERS WOMEN OF ALL AGES A RICH HERITAGE BASED ON PRINCIPLES OF PERSONAL INTEGRITY, PERSONAL RESPONSIBILITY AND INTELLECTUAL HONESTY. | $80,000 |
| 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. | $50,000 |
| INNOVATION CAMPUS UNIVERSITY OF WI-MILWAUKEE | |||||||
| 3271 N LAKE DRIVE | MILWAUKEE | WI | 53211 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. DEVELOPE A WORLD-CLASS, PUBLIC, PRIVATE RESEARCH PARK THAT SPURS STRONG PARTNERSHIPS BETWEEN ACADEMIA AND INDUSTRY LEADING TO NEW PRODUCTS, BUSINESSES AND JOBS. | $150,000 |
| 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. | $172,000 |
| 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. | $10,000 |
| 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. SUPPORT EXHIBITS AND EDUCATION PROGRAMS. | $25,000 |
| MPDK9 FOUNDATION | |||||||
| 309 N WATER ST SUITE 215 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | GOLF EVENT. TO PURCHASE ADDITIONAL DOGS, PROVIDE DOG & OFFICER TRAINING, EQUIPMENT AND SUPPLIES FOR K-9 UNITS. | $5,000 |
| 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. | $50,000 |
| RECOLLECTION WISCONSIN - WILS | |||||||
| 1360 REGENT STREET 121 | MADISON | WI | 53715 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. FACILITATE COLLABORATIVE PROJECTS AND SERVICES TO SAVE OUR MEMBERS TIME AND MONEY AND TO ADVANCE LIBRARY SERVICES. | $10,000 |
| 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 | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SCHOLARSHIP SUPPORT. RAISES, INVESTS AND DISTRIBUTES FUNDS FOR THE BENEFIT OF THE UNIVERSITY OF WISCONSIN - MADISON. | $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 |
| WAR MEMORIAL CENTER | |||||||
| 750 MEMORIAL DR | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. TO HONOR WI MEN AND WOMEN WHO SERVED IN THE US ARMED FORCES DURING BOTH WAR AND PEACETIME | $25,000 |
| WI ALLIANCE FOR FIRE SAFETY | |||||||
| 17750 WEST LIBERTY LANE | NEW BERLIN | WI | 53146 | NONE | 501(C)(3) | GOLF OUTING - BENEFITS ST. MARY'S REGIONAL BURN CENTER AND THE WI CAMP FOR BURNED AND INJURED YOUTH. | $5,400 |
| 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 |
| MEDICAL COLLEGE OF MILWAUKEE | |||||||
| MS3050 P O BOX 1997 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) | FUND CANCER RESEARCH. PROVIDES SUPPORT FOR THE HIGHLY SPEDIALIZED CARE, RESEARCH & TRAINING OF FROEDERT HOSPITAL & MEDICAL COLLEGE. | $333,333 |
| 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 |
| 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 |
| GIBRALTER FIRE AND RESCUE ASSOCIATION | |||||||
| PO BOX 850 | FISH CREEK | WI | 53212 | NONE | 501(C)(3) | PURCHASE BOAT. PURPOSE IS PROTECTING LIFE AND PROPERTY IN CASE OF FIRE OR OTHER CALAMITY AND EXTINGUISHING FIRES ENDANGERING LIFE AND PROPERTY IN GIBRALTAR. ALSO PROVIDES RESCUE SERVICES. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,835,733 | 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 | $10,458 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,003,981 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $195,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,541,631 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | -$43,560 | 01 | |
| LOSS FROM PARTNERSHIPS | 01 | -$185,864 | |
| CA FRANCHISE TAX REFIMD | 01 | $2,011 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$43,560 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,567,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,524,407 | 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 | ANDERSON TACKMAN & CO, PLC - FOR TAX PREPARATION | CategoryTxt |
| Amt | $8,050 | Amt |
| Net Investment Income | $7,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $805 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $5,473,202 | EOYBookValueAmt |
| EOYFMV | $6,075,860 | 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 | $33,674,199 | $35,895,464 |
| PARTNERSHIP INTERESTS | AT COST | $3,946,903 | $6,603,804 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $35 | BOYBookValueAmt |
| EOY Book Value | $32,840 | EOYBookValueAmt |
| EOYFMV | $32,840 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $75 | $0 | $0 | $75 |
| LICENSES & PERMITS | $20 | $0 | $0 | $10 |
| POSTAGE | $29 | $0 | $0 | $29 |
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 | $195,750 | $195,750 | |
| LOSS FROM PARTNERSHIPS | -$43,560 | $0 | |
| LOSS FROM PARTNERSHIPS | -$185,864 | -$185,864 | $0 |
| CA FRANCHISE TAX REFIMD | $2,011 | $2,011 | $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 | $100,579 | $0 | $0 | $0 |
| FOREIGN TAXES PAID BY PASSTHROUGH ENTITIES | $8,028 | $8,028 | $0 | $0 |
| EXCISE TAX CA | $52 | $0 | $0 | $0 |