NICHOLAS FAM FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLAS FAM FOUNDATION TR (EIN 39-6589261)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201341289349100334
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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) |
|---|---|---|
| Timestamp | 2013-05-08T13:03:25-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381977929 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON TACKMAN & CO PLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1249 W LIEBAU RD STE 200 | AddressLine1 |
| City | MEQUON | City |
| State | WI | State |
| ZIP Code | 53092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396589261 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS FAMILY FOUNDATION TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O LYNN S NICHOLAS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NICH | NameControl |
| Phone | 2622423040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10309 N RIVER ROAD | AddressLine1 |
| City | MEQUON | City |
| State | WI | State |
| ZIP Code | 530924561 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN NICHOLAS | Name |
| Title | PRESIDENT | Title |
| Phone | 4142724650 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY KNORRCPA | Name |
| PTIN | P00706566 | PTIN |
| Phone | 2622439610 | Phone |
| Date Prepared | 2013-05-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 42315215 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 617564 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 207880 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 662 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 565756 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 565756 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1407029 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2289149 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1407029 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -96275 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -32552 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 2701954 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1940895 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 60000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 40000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 20000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 4590 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 3060 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 1530 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5395 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4943 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 452 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 24765 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 24765 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 40168 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 460 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 135378 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 72768 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 21982 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1892500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1892500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2027878 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 72768 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1914482 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 674076 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1868127 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 24988 | CashBOY |
| Savings And Temp Cash Invst BOY | 2396852 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2671311 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2671311 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 6033006 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 6198821 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 6366072 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 28752973 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 29089932 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 33277832 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 78169 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 37285988 | TotalAssetsBOY |
| Total Assets EOY | 37960064 | TotalAssetsEOY |
| Total Assets EOYFMV | 42315215 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 7223 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 7223 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 7223 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7223 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 37278765 | RetainedEarningsBOY |
| Retained Earnings EOY | 37952841 | RetainedEarningsEOY |
| Total Net Assets BOY | 37278765 | TotalNetAssetsBOY |
| Total Net Assets EOY | 37952841 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 37285988 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 37960064 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 37278765 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 674076 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 37952841 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 37952841 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| G/L ON MUNICIPLE BONDS | P | 880665 | 882253 | -1588 | -1588 |
| ENTERPRISE PRODUCTS PARTNERS - PASSTHROUGH ENTITY | P | -422 | -422 | ||
| PLAINS ALL AMERICAN - PASSTHROUGH ENTITY | P | 26 | 26 | ||
| CEDAR FAIR - PASSTHROUGH ENTITY | P | 529 | 529 | ||
| CAPITAL GAINS DIVIDENDS | P | 1408484 | 1408484 | 1408484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1407029 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1569888 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 37296123 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042093 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1345701 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 32675095 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041184 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1520568 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 27179487 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055945 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1673962 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 31152772 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053734 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1680805 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 35350294 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047547 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.240503 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048101 | AverageDistributionRatio |
| Net Noncharitable Assets | 41144076 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1979071 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 18681 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1997752 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1914482 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 37363 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 37363 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 37363 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 30000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 30000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 161 | PenaltyForUnderpayment |
| Tax Due | 7524 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LYNN NICHOLAS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4142724650 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N WATER STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 60000 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 39646399 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2124237 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 41770636 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 41770636 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 626560 | CashDeemedCharitable |
| Net Noncharitable Assets | 41144076 | NetNoncharitableAssets |
| Minimum Investment Return | 2057204 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2057204 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 37363 | TaxBasedOnInvestmentIncome |
| Total Tax | 37363 | TotalTax |
| Distributable Amount Before Adj | 2019841 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2019841 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2019841 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1914482 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1914482 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1914482 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2019841 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1807931 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1914482 | QualifyingDistributions |
| Applied To Year1 | 1807931 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 106551 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 1913290 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LYNN NICHOLAS NICHOLAS FAMILY FOUND | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10309 NORTH RIVER ROAD | AddressLine1 |
| City | MEQUON | City |
| State | WI | State |
| ZIP Code | 53092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2622423040 | RecipientPhoneNumber |
| Form And Info And Materials | TYPE WRITTEN LETTER WITH HISTORY AND PURPOSE OF ORGANIZATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | TO 501 (C)(3) EXEMPT ORGANIZATIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (80 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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. | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 660 E MASON STREET STE 200 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | TO FIGHT HEART DISEASE & STROKE THROUGH EDUCATION. | $15,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 4002902 | DES MOINES | IA | 503402902 | NONE | 501(C)(3) | WEST BEND HEART WALK - DEDICATED TO FIGHTING HEART DISEASE AND STROKE THROUGH EDUCATION. | $25,000 | |
| AMERICAN HEART SOCIETY | ||||||||
| PO BOX 4002902 | DES MOINES | IA | 503402902 | NONE | 501(C)(3) | TEACHING GARDEN - DEDICATED TO FIGHTING HEART DISEASE AND STROKE THROUGH EDUCATION. | $10,000 | |
| AMERICAN RED CROSS - GREATER MILWAUKEE CHAPTER | ||||||||
| PO BOX 88711 | MILWAUKEE | WI | 53288 | NONE | 501(C)(3) | TO PROVIDE RELIEF TO VICTIMS OF DISASTERS & HELP PEOPLE PREVENT, PREPARE FOR AND RESPOND TO EMERGENCIES. | $50,000 | |
| ANXIETY DISORDERS FOUNDATION | ||||||||
| PO BOX 560 | OCONOMOWOC | WI | 53066 | NONE | 501(C)(3) | DEDICATED TO IMPROVING THE LIVES AFFECTED BY ANXIETY DISORDER WITH TREATMENT, TRAINING AND AWARENESS. | $10,500 | |
| BALANCE INC | ||||||||
| 134 FOSTER DRIVE | SAUKVILLE | WI | 53080 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. BALANCING SUPPORT AND INDEPENDENCE FOR QUALITY LIVING. | $10,000 | |
| BEL CANTO CHORUS | ||||||||
| 158 NORTH BROADWAY | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN; PRESENTS MUSIC THAT CAN'T BE HEARD IN ANY OTHER VENUE IN THE MILW AREA. | $5,000 | |
| BETTY BRINN CHILDREN'S MUSEUM | ||||||||
| 929 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT HANDS-ON EXHIBITS AND PROGRAMS FOR CHILDREN ESPECIALLY TEN YEARS AND UNDER TO PROMOTE LEARNING IN A FUN WAY. | $15,000 | |
| BIG BROTHERS BIG SISTERS OF METRO MILWAUKEE INC | ||||||||
| 8415 W GREENFIELD AVENUE | MILWAUKEE | WI | 53214 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE A MENTOR TO THOUSANDS OF CHILDREN. | $10,000 | |
| BIRCH CREEK MUSIC PERFORMANCE CENTER INC | ||||||||
| PO BOX 230 | EGG HARBOR | WI | 54209 | NONE | 501(C)(3) | SUMMER MUSIC ACADAMY IN DOOR CTY WI FOR ADVANCED YOUNG MUSICANS. | $10,000 | |
| BOERNER BOTANICAL GARDENS | ||||||||
| 9400 BOERNER DRIVE | HALES CORNERS | WI | 53130 | NONE | 501(C)(3) | TO PRESERVE AND PROMOTE THE GARDENS & ARBORETUM AS AN OUTSTANDING REGIONAL RESOURCE AND REGIONAL ASSET. PROVIDES EXPANDED HORTICULTURAL EDUCATION FOR CHILDREN AND ADULTS OF WISCONSIN. | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE | ||||||||
| 1437 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | FUND THE LITTLE DRIBBLERS PROGRAM. PROMOTE HEALTH, SOCIAL, EDUCATIONAL, VOCATIONAL AND CHARACTER DEVELOPEMENT BY BUILDING SELF ESTEEM, VALUES AND SKILLS. | $75,000 | |
| CHILDREN'S HOSPITAL & HEALTH SYSTEM FOUNDATION | ||||||||
| MS 3050 PO BOX 1997 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. ADVANCE THE WORK OF PEDIATRIC PATIENT CARE, REASEARCH AND TEACHING. | $100,000 | |
| COA YOUTH & FAMILY CENTERS | ||||||||
| 909 EAST NORTH AVENUE | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | THE HELP MILWAUKEE CHILDREN, TEENS & FAMILIES REACH THEIR GREATEST POTENTIAL THROUGH RECREATIONAL, SOCIAL WORK AND EDUCATIONAL PROGRAMS. | $15,000 | |
| COLLEGE POSSIBLE MILWAUKEE | ||||||||
| 450 N SYNDICATE ST STE 325 | SAINT PAUL | MN | 55104 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. WORKS TO ENSURE THAT EVERY STUDENT IN MILWAUKEE GETS THE COLLEGE EDUCATION HE OR SHE DESERVES. | $7,500 | |
| 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. | $7,500 | |
| DISCOVERY WORLD | ||||||||
| 500 NORTH HARBOR DRIVE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO CONNECT INNOVATION, SCIENCE AND TECHNOLOGY WITH EXPLORATION, ENVIRONMENT AND OUR GREAT LAKES FRESH WATER RESOURCES THROUGH INTERACTIVE EXHIBITS AND EXPERIENTIAL LEARNING PROGRAMS. | $15,000 | |
| DOOR COUNTY YMCA | ||||||||
| 3866 GIBRALTOR ROAD | FISH CREEK | WI | 54212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. DEDICATED TO BUILDING STRONG KIDS, FAMILIES AND COMMUNITIES THROUGH CHRISTIAN PRINCIPLES. | $10,000 | |
| EASTBROOK ACADEMY | ||||||||
| 5375 NORTH GREEN BAY AVENUE | MILWAUKEE | WI | 53209 | NONE | 501(C)(3) | TO SUPPORT FAMILIES FROM DIVERSE BACKGROUNDS. | $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. | $15,000 | |
| FEEDING AMERICA EASTERN WISCONSIN | ||||||||
| 1700 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO FEED THE HUNGRY IN WISCONSIN BY OBTAINING FOOD AND RELATED PRODUCTS, DISTRIBUTING THEM TO QUALIFIED NON-PROFIT PROGRAMS AND PROVIDING THOSE PROGRAMS WITH APPROPRIATE ASSISTANCE. | $10,000 | |
| FIRST STAGE CHILDREN'S THEATER | ||||||||
| 929 NORTH WATER STREET | MEQUON | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE THEATER EXPERIENCES FOR CHILDREN. | $25,000 | |
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 1580 S MILWAUKEE AVE STE 606 | LIBERTYVILLE | IL | 60048 | NONE | 501(C)(3) | DINING IN THE DARK EVENT. DEDICATED TO RESEARCH THAT WILL HELP SAVE AND RESTORE SIGHT. | $10,000 | |
| FROEDERT HOSPITAL | ||||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53213 | NONE | 501(C)(3) | DEDICATED TO IMPROVING THE HEALTH AND WELL BEING OF THE COMMUNITY WE SERVE. | $200,000 | |
| HOPE HOUSE OF MILWAUKEE INC | ||||||||
| 209 W ORCHARD | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | END HOMELESSNESS AND CREATE HEALTHY COMMUNITIES. | $5,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1300 N JACKSON STREET | MILS | WI | 53202 | NONE | 501(C)(3) | SERVICES FOR INDIVIDUALS WHO HAVE SEVERE AND PERSISTENT MENTAL ILLINESS. | $10,000 | |
| JUDITH ANN GRIESE FOUNDATION | ||||||||
| 1741 GRAYLORD STREET | DENVER | CO | 80206 | NONE | 501(C)(3) | TO HELP CHILDREN AND FAMILIES WHO ARE GRIEVING THE DEATH OF A LOVED ONE. | $15,000 | |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC | ||||||||
| 6924 N PORT WASHINGTON ROAD | MILWAUKEE | WI | 53217 | NONE | 501(C)(3) | PROVIDE ECONOMIC EDUCATION TO K-12 STUDENTS. | $15,000 | |
| KRADWELL SCHOOL | ||||||||
| 1220 DEWEY AVENUE | WAUWATOSA | WI | 53213 | NONE | 501(C)(3) | HELP STUDENTS IN NON-TRAD ENVIRONMENT FOR GROWTH. | $15,000 | |
| LAD LAKEST ROSE CENTER | ||||||||
| 3801 NORTH 88TH STREET | MILWAUKEE | WI | 53222 | NONE | 501(C)(3) | CHANGING HEARTACHE TO HOPE FOR WOMEN, GIRLS AND FAMILIES IN NEED BY PROVIDING RESIDENTIAL CARE, STABILIZATION PLACEMENT AND RESPITE CARE. | $25,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY WISCONSIN CHAPTER | ||||||||
| 200 S EXECUTIVE DRIVE SUITE 203 | BROOKFIELD | WI | 53005 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SEEK CURE FOR LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA. | $10,000 | |
| LITERACY SERVICES OF WISCONSIN INC | ||||||||
| 2724 WEST WELLS STREET | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE LITERACY EDUCATION TO MOTIVATED ADULTS. | $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. | $100,000 | |
| MAKE-A-WISH FOUNDATION OF WISCONSIN | ||||||||
| 13195 WEST HAMPTON AVENUE | BUTLER | WI | 53007 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. GRANT CHILDRENS' WISHES. | $7,500 | |
| MEQUON-THIENSVILLE EDUCATION FOUNDATION - TARTAN BALL | ||||||||
| PO BOX 514 | MEQUON | WI | 53092 | NONE | 501(C)(3) | UNDERWRITE BALL MUSIC. ENRICHING THE EDUCATION OF MEQUON THIENSVILLE SCHOOL DISTRICT. | $10,000 | |
| MIAD | ||||||||
| 273 E ERIE STEEET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | BREAKING NEW GROUND SCHOLARSHIP. SUPPORTS SCHOLARSHIPS TO DESERVING STUDENTS IN ART AND DESIGN. ALSO SUPPORT MANY COMMUNITY PROGRAMS. | $10,000 | |
| MILWAUKEE ART MUSEUM | ||||||||
| 700 N ART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | COLLECT & PRESERVE ART AND PRESENT TO THE COMMUNITY AS A VITAL SOURCE OF INSPIRATION AND EDUCATION. | $15,000 | |
| MILWAUKEE CENTER FOR INDEPENDENCE | ||||||||
| 2020 W WELLS STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE EXPERT RESOURCES TO ASSIST FAMILIES AND INDIVIDUALS WITH SPECIAL NEEDS TO BETTER LIVE AND WORK IN THE COMMUNITY. | $5,000 | |
| MILWAUKEE COLLEGE PREP SCHOOL | ||||||||
| 2449 NORTH 36TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | PROVIDES KNOWLEDGE AND CHARACTER TO PAVE THE WAY TO ROAD TO COLLAGE AND BEYOND. | $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. | $15,000 | |
| MILWAUKEE PUBLIC MUSEUM | ||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT EXHIBITS AND EDUCATION PROGRAMS. | $25,000 | |
| NATIVITY JESUIT MIDDLE SCHOOL | ||||||||
| 1115 SOUTH SEVENTH STREET | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. EDUCATING HISPANIC YOUTH FOR CHRISTIAN LEADERSHIP AND SERVICE. | $10,000 | |
| NEIGHBORHOOD HOUSE OF MILWAUKEE INC | ||||||||
| 2819 WEST RICHARDSON PLACE | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | SERVING CHILDREN & FAMILIES ON THE NEAR WEST SIDE OF MILW THROUGH PROGRAMS. | $15,000 | |
| NEXT DOOR FOUNDATION | ||||||||
| 2545 NORTH 29TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROMOTE LITERACY AND LEADERSHIP. | $20,000 | |
| NOTRE DAME MIDDLE SCHOOL | ||||||||
| 1420 W SCOTT STREET | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | NOTRE DAME FOSTERS RESPECT, RESPONSIBILITY AND SHARING OF PERSONAL TALENTS WHILE PREPARING STUDENTS FOR ADMITTANCE TO A COLLEGE PREPARATORY HIGH SCHOOL. | $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. | $15,000 | |
| OZAUKEE HUMANE SOCIETY | ||||||||
| 2073 COUNTY ROAD WEST | GRAFTON | WI | 53024 | NONE | 501(C)(3) | SUPPORT ABUSED & NEGLECTED ANIMALS. | $25,000 | |
| OZAUKEE YOUTH HOCKEY ASSOCIATION | ||||||||
| 5505 PIONEER ROAD | MEQUON | WI | 53097 | NONE | 501(C)(3) | TO PROVIDE ADDITIONAL ICE SPACE TO HELP SUPPORT LOCAL HOCKEY TEAMS. | $100,000 | |
| PAVE | ||||||||
| 1841 N MARTIN LUTHER KING DRIVE | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. EXPANDING EDUCATION OPPORTUNITIES FOR LOW INCOME FAMILIES THROUGH SCHOLARSHIPS. | $20,000 | |
| PEARLS FOR TEEN GIRLS | ||||||||
| 2100 N PALMER STREET | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROGRAMS FOR MAXIMIZING GIRLS' SELF-DEVELOPMENT. | $15,000 | |
| PENFIELD CHILDREN'S CENTER | ||||||||
| 833 NORTH 26TH STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | TO HELP INFANTS & YOUNG CHILDREN WITH AND WITHOUT DISABILITIES REACH THEIR FULL POTENTIAL. | $15,000 | |
| PENINSULA GOLF ASSOCIATES INC | ||||||||
| PO BOX 275 | FISH CREEK | WI | 54212 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT & PRESERVE THE GOLF COURSE. | $20,000 | |
| PREVENT BLINDNESS WISCONSIN | ||||||||
| 759 NORTH MILWAUKEE STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROMOTE HEALTH VISION AND EYE SAFETY. | $20,000 | |
| RAWHIDE BOYS RANCH | ||||||||
| RAWHIDE ROAD | NEW LONDON | WI | 54961 | NONE | 501(C)(3) | SUPPORT NEW OUT PATIENT FACILITY FOR AT RISK BOYS. | $50,000 | |
| ROGERS MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. NATIONALLY RESPECTED AND LOCALLY APPRECIATED MENTAL HEALTH PROVIDER. | $30,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC | ||||||||
| 8948 WATERTOWN PLANK ROAD | WAUWATOSA | WI | 53226 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. SUPPORT FAMILIES DIPLACED BY CHILD ILLNESS. | $15,000 | |
| SD FOUNDATION | ||||||||
| 4041 N RICHARDS STREET | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | PROGRAM TO HELP RESIDENTS GAIN THE RESOURCES TO MOVE BEYOND POVERTY. | $5,000 | |
| SHARP LITERACY INC | ||||||||
| 750 N LINCOLN MEMORIAL DRIVE 311 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. INCREASE LITERACY THROUGH THE POWER OF ART FOR THOUSANDS OF CHILDREN IN GREATER MILWAUKEE AREA. | $10,000 | |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER INC | ||||||||
| 1337 S CESAR CHAVEZ DRIVE | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | PROVIDES QUALITY, ACCESSIBLE & AFFORDABLE HEALTH CARE SERVICES TO FAMILIES AND INDIVIDUALS IN OUR COMMUNITY. | $15,000 | |
| SOJOURNER FAMILY PEACE CENTER | ||||||||
| PO BOX 080319 | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE SHELTER FOR BATTERED AND WOMEN AND CHILDREN. | $15,000 | |
| SPECIAL OLYMPICS WISCONSIN | ||||||||
| 10224 N PORT WASHINGTON ROAD | MEQUON | WI | 53092 | NONE | 501(C)(3) | SUPPORT OF SPRING GOLF OUTING. BENEFIT CITIZENS WITH MENTAL RETARDATION. | $500 | |
| ST ANN CENTER FOR INTERGENERATIONAL CARE | ||||||||
| 2801 EAST MORGAN AVENUE | MILWAUKEE | WI | 53207 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. ASSIST FRAIL OLDER ADULTS AND PERSONS WITH DISABILITIES TO REMAIN IN THEIR HOMES. DAY CARE SERVICES TO ADULTS AND CHILDREN. | $15,000 | |
| ST COLETTA DAY SCHOOL OF MILWAUKEE | ||||||||
| 1740 NORTH 55TH STREET | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE ACADEMIC CURRICULUM FOR SPEPIAL NEEDS. | $15,000 | |
| TEN CHIMNEYS FOUNDATION | ||||||||
| PO BOX 225 | GENESSEE DEPOT | WI | 53127 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SAVE AND OPEN TO THE PUBLIC THE HOME OF BROADWAY LEGENDS ALFRED LUNT AND LYNN FONTAINE | $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. | $20,000 | |
| THE SALVATION ARMY | ||||||||
| 4757 NORTH 76TH STREET PO BOX 18996 | 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 | |
| THE WOMEN'S CENTER | ||||||||
| 505 NORTH EAST AVENUE | WAUKESHA | WI | 53186 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE SAFETY AND SUPPORT TO WOMEN AND THEIR FAMILIES AND TO FACILITATE THEIR DEVELOPMENT; TO EDUCATE PUBLIC ABOUT DOMESTIC VIOLENCE AND SEXUAL ASSAULT. | $10,000 | |
| 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 EDUCATION, CULTURAL ARTS, RECREATION, COMMUNITY DEVELOPMENT AND HEALTH AND HUMAN SERVICES. | $10,000 | |
| UNITED WAY COMMUNITY IMPACT FUND | ||||||||
| 1028 SOUTH 9TH STREET | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | SERVES THE COMMUNITY BY MAXIMIZING RESOURCES TO ENABLE POSITIVE CHANGE IN THE LIVES OF PEOPLE IN MILWAUKEE. | $50,000 | |
| UPAF | ||||||||
| 929 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORTS THE PERFORMING ARTS IN MILWAUKEE. | $16,000 | |
| URBAN DAY SCHOOL | ||||||||
| 12TH STREET CAMPUS 3782 N 12TH | MILWAUKEE | WI | 53206 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE EDUCATIONAL PROGRAMS FOR CHILDREN. | $15,000 | STREET |
| UWM ATHLETICS SUMMER CAMP | ||||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) | BASKETBALL SUMMER CAMPS FOR UNDERPRIVILEGED CHILDREN. | $20,000 | |
| VISION FORWARD ASSOCIATION | ||||||||
| 912 N HAWLEY ROAD | MILWAUKEE | WI | 53213 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROVIDE SERVICES TO CHILDREN WHO ARE BLIND AND VISUALLY IMPAIRED, AND OTHER DISABILITIES, SO THAT THEY CAN DEVELOP THEIR GREATEST POTENTIAL. | $120,000 | |
| WALKER'S POINT YOUTH & FAMILY CENTER INC | ||||||||
| 2030 W NATIONAL AVENUE | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | MEET THE NEEDS OF RUNAWAY, HOMELESS & OTHER TROUBLED YOUTH AND THEIR FAMILIES. | $15,000 | |
| WI ALLIANCE FOR FIRE SAFETY | ||||||||
| 17750 WEST LIBERTY LANE | WEST BEND | WI | 53146 | NONE | 501(C)(3) | GOLF OUTING - BENEFITS ST. MARY'S BURN CENTER AND THE WI CAMP FOR BURNED AND INJURED YOUTH. | $3,000 | |
| WISCONSIN FOUNDATION FOR SCHOOL MUSIC | ||||||||
| 1102 STEPHENSON LANE | WAUNAKEE | WI | 53597 | NONE | 501(C)(3) | SUPPORTS SCHOOL MUSIC PROGRAMS THAT ENCOURAGE LIFELONG INVOLVEMENT IN MUSIC. | $40,000 | |
| WISCONSIN LIONS FOUNDATION INC | ||||||||
| 3834 COUNTY ROAD | ROSHOLT | WI | 54473 | NONE | 501(C)(3) | SUPPORT SPECIAL NEEDS CHILDREN AT SUMMER CAMP. | $5,000 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1892500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $207,880 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $565,756 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $50,522 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $1,407,029 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | -$63,723 | 01 | |
| LOSS FROM PARTNERSHIPS | 01 | -$83,074 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$63,723 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,148,113 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2084390 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN SPORTS DEVELOPMENT CORPORATION | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 W BELTLINE HIGHWAY SUITE 161 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 617564 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDERSON TACKMAN & CO, PLC - FOR TAX PREPARATION | Category |
| Amount | $5,395 | Amount |
| Net Investment Income | 4943 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 452 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 29089932 | EOYBookValue |
| EOYFMV | 33277832 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 6198821 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 6366072 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PREPAID TAXES | 2130 | 0 | 0 |
| DIVIDENDS RECEIVABLE | 76039 | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 164 | 0 | 0 | 0 |
| OFFICE EXPENSE | 286 | 0 | 0 | 0 |
| FILING FEES | 10 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| DORCHESTER MINERALS - PASSTHROUGH ENTITY | 50522 | 50522 | |
| LOSS FROM PARTNERSHIPS | -63723 | 0 | |
| LOSS FROM PARTNERSHIPS | -83074 | -83074 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED PAYROLL TAXES | Description |
| BOY Book Value | 7223 | BOYBookValue |
| EOY Book Value | 7223 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $24,765 | Amount |
| Net Investment Income | 24765 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXCISE TAX (FORM 990-PF) | $30,000 | 0 | 0 | 0 |
| FOREIGN TAXES PAID | $10,168 | 0 | 0 | 0 |