NICHOLAS FAM FOUNDATION TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLAS FAM FOUNDATION TR (EIN 39-6589261)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-12
- IRS object ID
- 201521639349100402
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-12T10:39:40-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-06-02 | 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 | 2015-05-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,237,652 | 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 | $10,005,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $178,883 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,745 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $485,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $485,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,440,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,760,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,440,867 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$61,045 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,114 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,049,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,914,214 | 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 |
| Legal Fees Rev And Expnss | $702 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $702 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,063 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $562 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,077 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,077 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,176 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,196,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,196,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,411,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,223,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,638,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,768,554 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,992,625 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,563,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,563,886 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,333,297 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,843,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,177,680 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $28,716,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,280,697 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,496,086 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,756 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,049,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,687,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,237,652 | 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 | $38,034,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,672,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,034,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,672,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,049,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,687,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,034,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,638,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $48,672,587 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,672,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| G/L ON MUNICIPLE BONDS | P | $7,333,108 | $7,320,039 | $13,069 | $13,069 |
| ENTERPRISE PRODUCTS - PASSTHROUGH ENTITIY | -$230 | -$230 | |||
| PLAINS ALL AMERICAN - PASSTHROUGH ENTITY | $836 | $836 | |||
| CAPITAL GAINS DIVIDENDS | P | $2,427,192 | $2,427,192 | $2,427,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,440,867 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,987,186 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,092,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043113 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,914,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,144,076 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046531 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,569,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,296,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042093 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,345,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,675,095 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041184 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,520,568 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,179,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055945 | DistributionYr5Rt |
| Total Distribution | 0.228866 | TotalDistributionRt |
| Average Distribution | 0.045773 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,157,798 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,341,646 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,686 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,369,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,223,410 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $13,371 | AppliedToEsTaxAmt |
| Total Payments And Credits | $55,371 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $310 | EsPenaltyAmt |
| Tax Due | $310 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | 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 | $48,507,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,429,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,936,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,936,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $779,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,157,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,557,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,557,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,371 | TotalTaxAmt |
| Distributable Before Adj | $2,502,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,502,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,502,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,223,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,223,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,223,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,502,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,192,617 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,223,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,192,617 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,793 | 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 | $2,471,726 | 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 (69 entries)
| Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| FUND THE 'WHO' PROGRAM. TO PROVIDE A VIRTUAL PORTAL INTO ALL ASPECTS OF WISCONSIN HISTORY, CULTURE, GOVERNMENT AND INDUSTRY. | $0 | ||||||
| ALS ASSOCIATION SE WI CHAPTER | |||||||
| BOUGHT TABLE AT BALL. DEDICATED TO FIGHT AGAINST ALS THROUGH RESEARCH, PATIENT SUPPORT AND INFORMATION AWARENESS. | $15,000 | 2421 N MAYFAIR ROAD STE 212 | WAUWATOSA | WI | 53226 | NONE | 501(C)(3) |
| ALZHEIMER'S AND DEMENTIA ALLIANCE OF WISCONSIN | |||||||
| ANNUAL CAMPAIGN. TO SUPPORT PEOPLE FACING ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS TO GROW AS THE NEED INCREASES. | $5,000 | 517 N SEGOE ROAD STE 301 | MADISON | WI | 53705 | NONE | 501(C)(3) |
| AMERICAN CANCER SOCIETY | |||||||
| BREAST CANCER LUNCHEON SPONSOR - DECICATED TO ELIMINATING CANCER THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. | $10,000 | 660 E MASON STREET STE 200 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| AMERICAN CANCER SOCIETY | |||||||
| 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 | 8317 ELDERBERRY ROAD | MADISON | WI | 53717 | NONE | 501(C)(3) |
| AMERICAN HEART ASSOCIATION | |||||||
| WEST BEND HEART WALK & TEACHING GARDEN - DEDICATED TO FIGHTING HEART DISEASE AND STROKE THROUGH EDUCATION. | $50,000 | PO BOX 4002902 | DES MOINES | IA | 503402902 | NONE | 501(C)(3) |
| AMERICAN RED CROSS GREATER MILW CHAPTER | |||||||
| ANNUAL CAMPAIGN TO PROVED RELIEF TO VICTIMS OF DISASTER. | $60,000 | 2600 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) |
| ANXIETY DISORDERS FOUNDATION | |||||||
| ANNUAL CAMPAIGN. DEDICATED TO IMPROVING THE LIVES AFFECTED BY ANXIETY DISORDER WITH TREATMENT, TRAINING AND AWARENESS. | $15,000 | PO BOX 560 | OCONOMOWOC | WI | 53066 | NONE | 501(C)(3) |
| BALANCE INC | |||||||
| ANNUAL CAMPAIGN. BALANCING SUPPORT AND INDEPENDENCE FOR QUALITY LIVING. | $20,000 | 134 FOSTER DRIVE | SAUKVILLE | WI | 53080 | NONE | 501(C)(3) |
| BEL CANTO CHORUS | |||||||
| ANNUAL CAMPAIGN; PRESENTS MUSIC THAT CAN'T BE HEARD IN ANY OTHER VENUE IN THE MILW AREA. | $5,000 | 158 NORTH BROADWAY | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| BIG BROTHERS BIG SISTERS OF METRO MILWAUKEE | |||||||
| TO PROVIDE A MENTOR TO THOUSANDS OF CHILDREN IN ORDER TO IMPROVE THEIR LIVES AND OUR ENTIRE COMMUNITY. | $10,000 | 8415 W GREENFIELD AVE | MILWAUKEE | WI | 532144778 | NONE | 501(C)(3) |
| BIRCH CREEK MUSIC PERFORMANCE CENTER INC | |||||||
| SUMMER MUSIC ACADAMY IN DOOR CTY WI FOR ADVANCED YOUNG MUSICANS. | $10,000 | PO BOX 230 | EGG HARBOR | WI | 54209 | NONE | 501(C)(3) |
| BLOOD CENTER OF WISCONSIN | |||||||
| SUPPORT A RESEARCH DOCTOR. SCIENTISTS MAKE DISCOVERIES WHICH IMPROVE DIAGNOSIS, ADVANCE TREATMENTS AND ULTIMATELY LEAD TO CURES. | $75,000 | 638 NORTH 18TH STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) |
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE | |||||||
| FUND THE LITTLE DRIBBLERS PROGRAM. PROMOTE HEALTH, SOCIAL, EDUCATIONAL, VOCATIONAL AND CHARACTER DEVELOPEMENT BY BUILDING SELF ESTEEM, VALUES AND SKILLS. | $75,000 | 1437 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) |
| CHILDREN'S HOSPITAL & HEALTH SYSTEM FOUNDATION | |||||||
| ANNUAL CAMPAIGN. ADVANCE THE WORK OF PEDIATRIC PATIENT CARE, REASEARCH AND TEACHING. | $150,000 | MS 3050 PO BOX 1997 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) |
| COA YOUTH AND FAMILY CENTERS | |||||||
| TO HELP MILW CHILDREN, TEENS AND FAMILIES REACH THEIR GREATEST POTENTIAL THROUGH A CONTINUM OF RECREATIONAL AND SOCIAL WORK. | $10,000 | 909 EAST NORTH AVE | MILWAUKEE | WI | 532123447 | NONE | 501(C)(3) |
| COLLEGE POSSIBLE MILWAUKEE | |||||||
| ANNUAL CAMPAIGN. WORKS TO ENSURE THAT EVERY STUDENT IN MILWAUKEE GETS THE COLLEGE EDUCATION HE OR SHE DESERVES. | $5,000 | 450 N SYNDICATE ST STE 325 | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) |
| COLUMBIA ST MARY'S FOUNDATION | |||||||
| 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 | 13111 N PORT WASHINGTON ROAD | MEQUON | WI | 53097 | NONE | 501(C)(3) |
| COPE SERVICES | |||||||
| ANNUAL CAMPAIGN. PROVIDE EMOTIONAL SUPPORT,CRISIS INTERVENTION AND REFERRAL SERVICES. | $5,000 | 885 BADGER CIRCLE | GRAFTON | WI | 53024 | NONE | 501(C)(3) |
| DELTA GAMMA FOUNDATION | |||||||
| OFFERS WOMEN OF ALL AGES A RICH HERITAGE BASED ON PRINCIPLES OF PERSONAL INTEGRITY, PERSONAL RESPONSIBILITY AND INTELLECTUAL HONESTY. | $80,000 | PO BOX 26017 | MADISON | WI | 53726 | NONE | 501(C)(3) |
| DOOR COUNTY YMCA | |||||||
| ANNUAL CAMPAIGN. DEDICATED TO BUILDING STRONG KIDS, FAMILIES AND COMMUNITIES THROUGH CHRISTIAN PRINCIPLES. | $50,000 | 3866 GIBRALTOR ROAD | FISH CREEK | WI | 54212 | NONE | 501(C)(3) |
| EASTBROOK ACADEMY | |||||||
| ANNUAL CAMPAIGN. TO SUPPORT FAMILIES FROM DIVERSE BACKGROUNDS IN THE ACADEMIC AND SPIRITUAL DEVELOPMENT OF THEIR CHILDREN. | $10,000 | 5375 NORTH GREEN BAY AVENUE | MILWAUKEE | WI | 53209 | NONE | 501(C)(3) |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 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 | 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | 501(C)(3) |
| FIRST STAGE CHILDREN'S THEATER | |||||||
| ANNUAL CAMPAIGN. PROVIDE THEATER EXPERIENCES AND SERVE AS THEATER ARTS-IN-EDUCATION RESOURCE FOR EDUCATORS. | $50,000 | 929 NORTH WATER STREET | MEQUON | WI | 53202 | NONE | 501(C)(3) |
| FROEDERT HOSPITAL | |||||||
| FUND CANCER RESEARCH. PROVIDES SUPPORT FOR THE HIGHLY SPECIALIZED CARE, RESEARCH AND TRAINING OF FROEDERT HOSPITAL AND THE MEDICAL COLLEGE OF WI. | $200,000 | 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53213 | NONE | 501(C)(3) |
| GATHERING ON THE GREEN | |||||||
| ANNUAL CAMPAIGN. DELIVERING THE PERFORMING ARTS TO NEW AUDIENCES AND THE NEXT GENERATION. | $10,000 | PO BOX 524 | THIENSVILLE | WI | 53092 | NONE | 501(C)(3) |
| INNOVATION CAMPUS - UWM | |||||||
| 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 | 3271 N LAKE DRIVE | MILWAUKEE | WI | 532113460 | NONE | 501(C)(3) |
| JEWISH FAMILY SERVICES | |||||||
| SUPPORT BREAKFAST CLUB. DEVELOPMENT OF SERVICES FOR INDIVIDUALS WHO HAVE SEVERE AND PERSISTENT MENTAL ILLNESS. | $10,000 | 1300 N JACKSON STREET | MILS | WI | 53202 | NONE | 501(C)(3) |
| JUDITH ANN GRIESE FOUNDATION | |||||||
| ANNUAL CAMPAIGN. TO HELP CHILDREN AND FAMILIES WHO ARE GRIEVING THE DEATH OF A LOVED ONE FIND HOPE AND HEALING WITHIN THEMSELVES. | $15,000 | 1741 GRAYLORD STREET | DENVER | CO | 80206 | NONE | 501(C)(3) |
| KRADWELL SCHOOL | |||||||
| ANNUAL CAMPAIGN. HELP STUDENTS IN NON-TRAD ENVIRONMENT FOR GROWTH. | $10,000 | 1220 DEWEY AVENUE | WAUWATOSA | WI | 53213 | NONE | 501(C)(3) |
| LAD LAKEST ROSE CENTER | |||||||
| ANNUAL CAMPAIGN. CHANGING HEARTACHE TO HOPE FOR WOMEN, GIRLS AND FAMILIES IN NEED BY PROVIDING RESIDENTIAL CARE, STABILIZATION PLACEMENT AND RESPITE CARE. | $50,000 | 3801 NORTH 88TH STREET | MILWAUKEE | WI | 53222 | NONE | 501(C)(3) |
| LITERACY SERVICES OF WISCONSIN | |||||||
| PROVIDES LITERACY EDUCATION TO MOTIVATED ADULTS THROUGH THE EFFORTS OF DEDICATED VOLUNTEERS. | $15,000 | 2724 WEST WELLS STREET | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) |
| MACC FUND | |||||||
| ANNUAL CAMPAIGN AND HOPE TEAM. SUPPORTS RESEARCH, EFFECIVE TREATMENT AND CURE FOR CHILDHOOD CANCER. | $137,000 | 1200 N MAYFAIR ROAD SUITE 265 | MILWAUKEE | WI | 53226 | NONE | 501(C)(3) |
| MAKE A DIFFERENCE - WISCONSIN | |||||||
| ANNUAL CAMPAIGN. SUPPORTS MONEY SMART AND LIFE SMART EDUCATION. | $6,000 | 710 N PLANKINTON AVE STE 310 | MILWAUKEE | WI | 53203 | NONE | 501(C)(3) |
| MAKE-A-WISH FOUNDATION OF WISCONSIN | |||||||
| ANNUAL CAMPAIGN. GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING ILLNESSES TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. | $7,500 | 13195 WEST HAMPTON AVENUE | BUTLER | WI | 53007 | NONE | 501(C)(3) |
| MEQUON-THIENSVILLE EDUCATION FOUNDATION - TARTAN BALL | |||||||
| UNDERWRITE BALL MUSIC. ENRICHING THE EDUCATION OF MEQUON THIENSVILLE SCHOOL DISTRICT. | $10,000 | PO BOX 514 | MEQUON | WI | 53092 | NONE | 501(C)(3) |
| MIAD | |||||||
| ANNUAL CAMPAIGN. A DEGREE-GRANTING COLLEGE WHERE INDIVIDUALS DISCOVER AND REALIZE THEIR CREATIVE POTENTIAL. | $5,000 | 273 EAST ERIE STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| MICHAEL J FOX FOUNDATION | |||||||
| RUN SPONSOR. SUPPORTS PARKINSON'S RESEARCH. | $25,000 | PO BOX 4777 | NEW YORK | NY | 10163 | NONE | 501(C)(3) |
| MILWAUKEE ART MUSEUM | |||||||
| ANNUAL CAMPAIGN. COLLECT & PRESERVE ART AND PRESENT TO THE COMMUNITY AS A VITAL SOURCE OF INSPIRATION AND EDUCATION. | $15,000 | 700 N ART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| MILWAUKEE COLLEGE PREPARATORY SCHOOL | |||||||
| ANNUAL CAMPAIGN. FREE K-8 PUBLIC CHARTER SCHOOL WHERE KNOWLEDGE PLUS CHARACTER PAVE THE ROAD TO COLLEGE AND BEYOND. | $10,000 | 2449 NORTH 36TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) |
| MILWAUKEE FILM | |||||||
| ANNUAL CAMPAIGN. A WORLD OF MOVING IDEAS SUPPORTING CINEMATIC PROGRAMMING AND EDUCATIONAL OPPORTUNITIES TO THE MILWAUKEE COMMUNITY. | $20,000 | 2290 E WISCONSIN AVE STE200 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| MILWAUKEE PUBLIC MUSEUM | |||||||
| ANNUAL CAMPAIGN. SUPPORT EXHIBITS AND EDUCATION PROGRAMS. | $25,000 | 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) |
| NEIGHBORHOOD HOUSE OF MILWAUKEE | |||||||
| 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 | 2819 W RICHARDSON PLACE | MILWAUKEE | WI | 532083546 | NONE | 501(C)(3) |
| NEXT DOOR FOUNDATION | |||||||
| ANNUAL CAMPAIGN. TO PROMOTE LITERACY AND LEADERSHIP. | $15,000 | 2545 NORTH 29TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) |
| OUR NEXT GENERATION INC | |||||||
| ANNUAL CAMPAIGN. ENHANCING EDUCATION & LIFE SKILLS OF CHILDREN THROUGH PROGRAMS. | $15,000 | 804 E JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| OZAUKEE YOUTH HOCKEY ASSOCIATION | |||||||
| ICE RINK ADDITION. TO PROVIDE ADDITIONAL ICE SPACE TO HELP SUPPORT LOCAL HOCKEY TEAMS. | $100,000 | 5505 PIONEER ROAD | MEQUON | WI | 53097 | NONE | 501(C)(3) |
| PAVE | |||||||
| ANNUAL CAMPAIGN. EXPANDING EDUCATION OPPORTUNITIES FOR LOW INCOME FAMILIES THROUGH SCHOLARSHIPS. | $15,000 | 1841 N MARTIN LUTHER KING DRIVE | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) |
| PEARLS FOR TEEN GIRLSINC | |||||||
| ANNUAL CAMPAIGN. PROGRAMS FOR MAXIMIZING GIRLS' SELF-DEVELOPMENT. | $10,000 | 2100 N PALMER STREET | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) |
| PENFIELD CHILDREN'S CENTER | |||||||
| TO HELP INFANTS AND YOUNG CHILDREN WITH AND WITHOUT DISABILITIES TO REACH THEIR FULL POTENTIAL | $10,000 | 833 NORTH 26TH STREET | MILWAUKEE | WI | 53223 | NONE | 501(C)(3) |
| PREVENT BLINDNESS WISCONSIN | |||||||
| ANNUAL CAMPAIGN. PROMOTE HEALTH VISION AND EYE SAFETY. | $55,000 | 759 NORTH MILWAUKEE STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| RAWHIDE BOYS RANCH | |||||||
| ANNUAL CAMPAIGN. SUPPORT NEW OUT PATIENT FACILITY FOR AT RISK BOYS. | $78,000 | RAWHIDE ROAD | NEW LONDON | WI | 54961 | NONE | 501(C)(3) |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 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. | $25,000 | 8948 W WATERTOWN PLANK ROAD | WAUWATOSA | WI | 53226 | NONE | 501(C)(3) |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER | |||||||
| PROVIDES QUALITY, ACCESSIBLE AND AFFORDABLE HEALTH CARE SERVICES TO FAMILIES AND INDIVIDUALS IN OUR COMMUNITY. | $15,000 | 1337 S CESAR E CHAVEZ DRIVE | MILWAUKEE | WI | 532042714 | NONE | 501(C)(3) |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| ANNUAL CAMPAIGN. PROVIDE SHELTER FOR BATTERED AND WOMEN AND CHILDREN. | $15,000 | PO BOX 080319 | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) |
| ST COLETTA DAY SCHOOL OF MILWAUKEE | |||||||
| ANNUAL CAMPAIGN. PROVIDE ACADEMIC CURRICULUM FOR SPEPIAL NEEDS. | $15,000 | 1740 NORTH 55TH STREET | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) |
| THE FRIENDSHIP CIRCLE | |||||||
| SERVES INDIVIDUALS WITH SPECIAL NEEDS OF ALL AGES BY FACILITATING FRIENSHIPS WITH MEMBERS OF THE COMMUNITY AND BY PROVIDING PROGRAMS THAT EMPOWER THEM. | $5,000 | 8825 NORTH LAKE DRIVE | MILWAUKEE | WI | 53217 | NONE | 501(C)(3) |
| THE GATHERING OF SOUTHEASTERN WISCONSIN | |||||||
| ANNUAL CAMPAIGN. PROVIDE FOOD FOR THE HUNGRY. | $20,000 | 804 EAST JUNEAU AVENUE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| THE SALVATION ARMY | |||||||
| ANNUAL CAMPAIGN. PREACHING THE GOSPEL OF JESUS AND MEET THE HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. | $25,000 | 4757 NORTH 76TH STREET PO BOX 18996 | MILWAUKEE | WI | 53218 | NONE | 501(C)(3) |
| UNITED COMMUNITY CENTER | |||||||
| 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 | 1028 SOUTH 9TH STREET | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) |
| UPAF | |||||||
| ANNUAL CAMPAIGN. SUPPORTS THE PERFORMING ARTS IN MILWAUKEE. | $20,000 | 929 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| URBAN DAY SCHOOL | |||||||
| ANNUAL CAMPAIGN. PROVIDES EDUCATIONAL PROGRAMS FOR CHILDREN IN TWO CENTRAL CITY NEIGHBORHOODS. | $15,000 | 3782 NORTH 12TH STREET | MILWAUKEE | WI | 53206 | NONE | 501(C)(3) |
| UWM ATHLETICS SUMMER CAMP | |||||||
| ANNUAL CAMPAIGN, SUPPORTS BASKETBALL SUMMER CAMP PROGRAMS FOR UNDERPRIVILEGED CHILDREN. | $20,000 | PO BOX 413 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) |
| VISION FORWARD ASSOCIATION | |||||||
| ANNUAL CAMPAIGN. TO PROVIDE SERVICES TO CHILDREN WHO ARE BLIND AND VISUALLY IMPAIRED, AND OTHER DISABILITIES, SO THAT THEY CAN DEVELOP THEIR GREATEST POTENTIAL. | $25,000 | 912 N HAWLEY ROAD | MILWAUKEE | WI | 53213 | NONE | 501(C)(3) |
| WALKER'S POINT YOUTH & FAMILY CENTER | |||||||
| ANNUAL CAMPAIGN. MEET THE NEEDS OF RUNAWAY, HOMELESS AND OTHER TROUBLED YOUTH AND THEIR FAMILES FROM MILWAUKEE'S DIVERSE COMMUNITIES | $15,000 | 2030 W NATIONAL AVENUE | MILWAUKEE | WI | 532041157 | NONE | 501(C)(3) |
| WI ALLIANCE FOR FIRE SAFETY | |||||||
| GOLF OUTING - BENEFITS ST. MARY'S BURN CENTER AND THE WI CAMP FOR BURNED AND INJURED YOUTH. | $2,700 | 17750 WEST LIBERTY LANE | WEST BEND | WI | 53146 | NONE | 501(C)(3) |
| WILS - RECOLLECTION WISCONSIN | |||||||
| FUND THE WHO DIGITZATION PROGRAM. TO PROVIDE A VIRTUAL PORTAL INTO ALL ASPECTS OF WISCONSIN HISTORY, CULTURE, GOVERNMENT AND INDUSTRY. | $25,000 | 728 STATE STREET ROOM 464 | MADISON | WI | 53706 | NONE | 501(C)(3) |
| WISCONSIN FOUNDATION FOR SCHOOL MUSIC | |||||||
| LAUNCHPAD CAMPAIGN. TO PROVIDE LEADERSHIP AND SUPPORT FOR SCHOOL MUSIC PROGRAMS THAT ENCOURAGE LIFELONG INVOLVEMENT IN MUSIC FOR ALL STUDENTS AND PROMOTE MUSIC AS AN INTEGRAL PART OF THE SCHOOL CURRICULUM AND COMMUNITY. | $40,000 | 1102 STEPHENSON LANE | WAUNAKEE | WI | 53597 | NONE | 501(C)(3) |
| WISCONSIN HUMANE SOCIETY | |||||||
| ANNUAL CAMPAIGN. TO SUPPORT ABUSED, NEGLECTED AND FORGOTTEN ANIMALS. | $25,000 | 4500 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||||
| ANNUAL CAMPAIGN. SUPPORT, EDUCATE & CONSERVE PROGRAMS FOR ANIMALS AT THE ZOO. | $15,000 | 1421 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,196,200 | 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 | $178,883 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $485,716 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $62,969 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,440,867 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | -$46,931 | 01 | |
| LOSS FROM PARTNERSHIPS | 01 | -$77,083 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$46,931 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,091,352 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,044,421 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALBERT O NICHOLAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 N HIGHWAY 83 | AddressLine1Txt |
| City | CHENEQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,005,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 46 SH BERKSHIRE HATHAWAY INC CLASS A | NoncashPropertyDesc |
| Fair Market Value | $10,005,000 | FairMarketValueAmt |
| Received | 2014-11-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDERSON TACKMAN & CO, PLC - FOR TAX PREPARATION | CategoryTxt |
| Amt | $5,625 | Amt |
| Net Investment Income | $5,063 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $562 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $12,843,049 | EOYBookValueAmt |
| EOYFMV | $13,177,680 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $25,285,045 | $32,758,726 |
| PARTNERSHIP INTERESTS | AT COST | $2,995,652 | $7,737,360 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $702 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $702 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $6,756 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $100 | $0 | $0 | $100 |
| FILING FEES | $10 | $0 | $0 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DORCHESTER MINERALS - PASSTHROUGH ENTITY | $62,969 | $62,969 | |
| LOSS FROM PARTNERSHIPS | -$46,931 | $0 | |
| LOSS FROM PARTNERSHIPS | -$77,083 | -$77,083 | $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 | $26,077 | Amt |
| Net Investment Income | $26,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT O NICHOLAS | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX (FORM 990-PF) | $42,000 | $0 | $0 | $0 |
| FOREIGN TAXES PAID BY PASSTHROUGH ENTITIES | $11,176 | $11,176 | $0 | $0 |