NICHOLAS FAM FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLAS FAM FOUNDATION TR (EIN 39-6589261)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349101921
- Schema version
- 2015v2.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T11:17:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381977929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON TACKMAN & CO PLC | 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 | 2015-01-01 | 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 | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY KNORRCPA | PreparerPersonNm |
| PTIN | P00706566 | PTIN |
| Phone | 2622439610 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,477,867 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $636 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $695,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $695,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,002,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,141,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,002,591 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$158,136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$41,825 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,540,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,656,767 | 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 | $8,808 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,046 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,762 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,445 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $605 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,743 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,623 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,493,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,493,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,686,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,520,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,146,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,537,533 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,563,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,878,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,878,632 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,843,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,838,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,198,800 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $28,280,697 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,721,355 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,296,964 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $103,471 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $103,471 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,687,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,541,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,477,867 | 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 | $48,672,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,526,462 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,672,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,526,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,687,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,541,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,672,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,146,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,526,462 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,526,462 | 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 | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PLAINS ALL AMERICAN PIPELINE LP - PASSTHROUGH ENTITY | $1,122 | $1,122 | |||||
| ENTERPRISE PRODUCTS PARTNERS LP - PASSTHROUGH ENTITY | -$338 | -$338 | |||||
| 46 SHS BERKSHIRE HATHAWAY INC | -$720,025 | -$720,025 | 2014-11-11 | 2015-11-24 | $9,284,975 | $10,005,000 | |
| 10000 NATIONAL HEALTH 5.08% | $22,500 | $22,500 | 2007-11-06 | 2015-11-03 | $157,500 | $135,000 | |
| CAPITAL GAINS DIVIDENDS | $1,699,332 | $1,699,332 | $1,699,332 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,002,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,223,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $51,157,798 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,987,186 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,092,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,914,482 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,144,076 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046531 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,569,888 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,296,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042093 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,345,701 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,675,095 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041184 | DistributionYr5Rt |
| Total Distribution | 0.216383 | TotalDistributionRt |
| Average Distribution | 0.043277 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,288,619 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,522,557 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,537,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,520,448 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,751 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,751 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,371 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $55,371 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,620 | OverpaymentAmt |
| Applied To ES Tax | $24,620 | 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 | 4142724650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N WATER STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT O NICHOLAS | ||||||||
| 6002 N HIGHWAY 83 | CHENEQUA | WI | 53029 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 | 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 | $53,437,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,738,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,176,263 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,176,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $887,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,288,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,914,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,914,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,751 | TotalTaxAmt |
| Distributable Before Adj | $2,883,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,883,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,883,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,520,448 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,520,448 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,520,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,883,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,471,726 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,520,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,471,726 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,722 | 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 | $2,834,958 | 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 |
| 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 660 E MASON STREET STE 200 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | RELAY FOR LIFE. ELIMINATING CANCER AS A MAJOR HEALTH PROBLEM BY PREVENTING CANCER, SAVING LIVES AND DEMINISHING SUFFERING THROUGH RESEARCH AND EDUCATION. | $5,000 |
| 5P SOCIETY | |||||||
| PO BOX 268 | LAKEWOOD | CA | 90714 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE NATIONAL SUPPORT FOR FAMILIES OF INDIVIDUALS WITH CHI DU CHAT SYNDROME. | $5,000 |
| 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. | $20,000 |
| ALZHEIMER'S AND DEMENTIA ALLIANCE OF WISCONSIN | |||||||
| 517 N SEGOE ROAD STE 301 | MADISON | WI | 53705 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO SUPPORT PEOPLE FACING ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS TO GROW AS THE NEED INCREASES. | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 8317 ELDERBERRY RD | MADISON | WI | 53717 | NONE | 501(C)(3) | BREAST CANCER LUNCHEON SPONSOR - DECICATED TO ELIMINATING CANCER THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 660 E MASON STREET STE 200 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | COACHES VS CANCER - DEDICATED TO ELIMINATING CANCER AS A MAJOR HEALH PROBLEM BY PREVENTING CANCER, SAVING LIVES AND DIMISHING SUFFERING THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. | $25,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 4002902 | DES MOINES | IA | 50340 | NONE | 501(C)(3) | WEST BEND HEART WALK & TEACHING GARDEN - 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. | $50,000 |
| 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. | $15,000 |
| 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 | |||||||
| PO BOX 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 |
| 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 |
| COPE SERVICES | |||||||
| 885 BADGER CIRCLE | GRAFTON | WI | 53024 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE EMOTIONAL SUPPORT,CRISIS INTERVENTION AND REFERRAL SERVICES. | $5,000 |
| 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. | $60,000 |
| 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 |
| 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. | $20,000 |
| FIRST STAGE CHILDREN'S THEATER | |||||||
| 929 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. PROVIDE THEATER EXPERIENCES AND SERVE AS THEATER ARTS-IN-EDUCATION RESOURCE FOR EDUCATORS. | $50,000 |
| FROEDERT HOSPITAL FOUNDATION | |||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | NONE | 501(C)(3) | FUND CANCER RESEARCH. PROVIDES SUPPORT FOR THE HIGHLY SPECIALIZED CARE, RESEARCH AND TRAINING OF FROEDERT HOSPITAL AND THE MEDICAL COLLEGE OF WI. | $200,000 |
| GATHERING ON THE GREEN INC | |||||||
| PO BOX 524 | THIENSVILLE | WI | 53092 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. DELIVERING THE PERFORMING ARTS TO NEW AUDIENCES AND THE NEXT GENERATION. | $10,000 |
| 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 |
| JEWISH FAMILY SERVICES | |||||||
| 1300 N JACKSON STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | SUPPORT BREAKFAST CLUB. DEVELOPMENT OF SERVICES FOR INDIVIDUALS WHO HAVE SEVERE AND PERSISTENT MENTAL ILLNESS. | $10,000 |
| 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 |
| MADISON AREA MUSIC ASSOCIATION | |||||||
| 3921 ANCHOR DR | MADISON | WI | 53714 | NONE | 501(C)(3) | "LAUNCHPAD AND ALTERNATIVE STATEWIDE MUSIC COMPETITION. TO PROVIDE LEADERSHIP AND SUPPORT FOR SCHOOL MUSIC PROGRAMS THAT ENCOURAGE LIFELONG INVOLVEMENT IN MUSIC. | $50,000 |
| 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. | $50,000 |
| 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. | $15,000 |
| 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. | $137,000 |
| MAKE A DIFFERENCE - WISCONSIN | |||||||
| 710 N PLANKINTON AVE STE 310 | MILWAUKEE | WI | 53203 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORTS MONEY SMART AND LIFE SMART EDUCATION. | $7,000 |
| 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. | $7,500 |
| 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 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | RUN SPONSOR. SUPPORTS PARKINSON'S RESEARCH. | $25,000 |
| 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. | $15,000 |
| NATIONAL MULTIPLE SCRELOSIS SOCIETY WI CHAPTER | |||||||
| 1120 JAMES DRSUITE A | HARTLAND | WI | 53029 | NONE | 501(C)(3) | MS FELLOWSHIP PROGRAM. TO SUPPORT RESEARCHERS IN THE FIELD OF MS AND ALLOW NEW METHODS OF REPAIRING BRAINS IN PEOPLE WITH MS. | $75,000 |
| 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. | $20,000 |
| MILWAUKEE PUBLIC MUSEUM | |||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT EXHIBITS AND EDUCATION PROGRAMS. | $25,000 |
| 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. | $15,000 |
| NEXT DOOR FOUNDATION | |||||||
| 2545 NORTH 29TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROMOTE LITERACY AND LEADERSHIP. | $15,000 |
| 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. | $20,000 |
| RCD FOUNDATION | |||||||
| 1135 LONE TREE ROAD | ELM GROVE | WI | 53122 | NONE | 501(C)(3) | CONNOR'S VIRTUAL ERGO CHALLENGE - TO SUPPORT RESEARCH, CARE AND DEVELOPMENT PROJECTS FOR PEDIATRIC BRAIN CANCER IN WISCONSIN. | $1,000 |
| PEARLS FOR TEEN GIRLSINC | |||||||
| 2100 N PALMER STREET | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROGRAMS FOR MAXIMIZING GIRLS' SELF-DEVELOPMENT. | $10,000 |
| 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 |
| PREVENT BLINDNESS WISCONSIN | |||||||
| 759 NORTH MILWAUKEE STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | NIGHT FOR SIGHT EVENT. PROMOTE HEALTH VISION AND EYE SAFETY. | $55,000 |
| RAWHIDE BOYS RANCH | |||||||
| E7475RAWHIDE ROAD | NEW LONDON | WI | 54961 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT COUNSELING SERVICES FOR AT RISK YOUTH AND THEIR FAMILIES. | $80,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 8948 W WATERTOWN PLANK ROAD | WAUWATOSA | WI | 53226 | NONE | 501(C)(3) | CAPTIAL CAMPAIGN. PROVIDES A "HOME AWAY FROM HOME" FOR FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED AS A RESULT OF THEIR CHILD'S ILLNESS OR INJURY. | $12,000 |
| 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. | $15,000 |
| 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. | $18,000 |
| 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 |
| THE GATHERING OF SOUTHEASTERN WISCONSIN | |||||||
| 804 EAST JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE FOOD FOR THE HUNGRY. | $20,000 |
| 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 |
| UPAF | |||||||
| 929 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORTS THE PERFORMING ARTS IN MILWAUKEE. | $20,000 |
| UWM ATHLETICS SUMMER CAMP | |||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) | ANNUAL CAMPAIGN, SUPPORTS BASKETBALL SUMMER CAMP PROGRAMS FOR UNDERPRIVILEGED CHILDREN. | $19,925 |
| 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. | $15,000 |
| WI ALLIANCE FOR FIRE SAFETY | |||||||
| 17750 WEST LIBERTY LANE | NEW BERLIN | WI | 53146 | NONE | 501(C)(3) | GOLF OUTING - BENEFITS ST. MARY'S 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. | $25,000 |
| 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. | $15,000 |
| ROCKFORD PARK DISTRICT FOUNDATION | |||||||
| 1401 N 2ND STREET | ROCKFORD | IL | 61107 | NONE | 501(C)(3) | ANNUAL ENDOWMENT. SUPPORTS ENHANCEMENTS AND PROGRAMMING AT THE NICHOLAS CONSERVATORY AND GARDENS. | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,493,825 | 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 | $636 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $695,365 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $32,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,002,591 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | -$116,311 | 01 | |
| LOSS FROM PARTNERSHIPS | 01 | -$74,456 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$116,311 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,656,767 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,540,456 | 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 | $6,050 | Amt |
| Net Investment Income | $5,445 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $605 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,838,049 | EOYBookValueAmt |
| EOYFMV | $2,198,800 | 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 | $28,400,343 | $32,735,166 |
| PARTNERSHIP INTERESTS | AT COST | $2,321,012 | $4,561,798 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUSPENSE | $0 | $400 | $400 |
| DIVIDENDS RECEIVABLE | $0 | $78,451 | $78,451 |
| PREPAID EXCISE TAX | $0 | $24,620 | $24,620 |
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 | $136 | $0 | $0 | $136 |
| FILING FEES | $95 | $0 | $0 | $95 |
| POSTAGE | $25 | $0 | $0 | $25 |
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 | $29,368 | $29,368 | |
| DORCHESTER MINERALS LP - PASSTHROUGH ENTITY | $3,263 | $3,263 | |
| LOSS FROM PARTNERSHIPS | -$116,311 | $0 | |
| LOSS FROM PARTNERSHIPS | -$74,456 | -$74,456 | $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 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $2,467 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX (FORM 990-PF) | $44,432 | $0 | $0 | $0 |
| FOREIGN TAXES PAID BY PASSTHROUGH ENTITIES | $10,743 | $10,743 | $0 | $0 |