NICHOLAS FAM FOUNDATION TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLAS FAM FOUNDATION TR (EIN 39-6589261)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-24
- IRS object ID
- 201141449349100009
- Schema version
- 2010v3.2
- 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 | 2011-05-24T16:12:50-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | OFFICER | Title |
| Phone | 4142724650 | Phone |
| Date Signed | 2011-05-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY W KNORR CPA | Name |
| Phone | 2622439610 | Phone |
| Date Prepared | 2011-05-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 37102711 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2043400 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 260316 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9000 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 520809 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 520782 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 895040 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4515202 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 895040 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -57498 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -3421 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 3662067 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1421401 | 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 | 4650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4185 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 465 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 31967 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 31967 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 20352 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 242 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 242 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 121801 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 79212 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22237 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1323464 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1323464 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1445265 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 79212 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1345701 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2216802 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1342189 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 130971 | CashBOY |
| Cash EOY | 174024 | CashEOY |
| Cash EOYFMV | 174024 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2550138 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2382930 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2382930 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 5410740 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 5735185 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 5815009 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 24802334 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 26839198 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 28723548 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 27552 | OtherAssetsBOY |
| Other Assets EOY | 7200 | OtherAssetsEOY |
| Other Assets EOYFMV | 7200 | OtherAssetsEOYFMV |
| Total Assets BOY | 32921735 | TotalAssetsBOY |
| Total Assets EOY | 35138537 | TotalAssetsEOY |
| Total Assets EOYFMV | 37102711 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 7523 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 7523 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 7523 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7523 | 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 | 32914212 | RetainedEarningsBOY |
| Retained Earnings EOY | 35131014 | RetainedEarningsEOY |
| Total Net Assets BOY | 32914212 | TotalNetAssetsBOY |
| Total Net Assets EOY | 35131014 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 32921735 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 35138537 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 32914212 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2216802 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 35131014 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 35131014 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS - PASSTHROUGH ENTITIES | P | -151 | -151 | ||||
| G/L ON MUNICIPLE BONDS | P | -18 | -18 | 1576593 | 1576611 | ||
| 17 SHS BERKSHIRE HATHAWAY INC DEL | P | -3338 | -3338 | 2040062 | 2043400 | 2010-12-15 | 2010-12-15 |
| CAPITAL GAINS DIVIDENDS | P | 898547 | 898547 | 898547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 895040 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1520568 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 27179487 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055945 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1673962 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 31152772 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053734 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1680805 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 35350294 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047547 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1600571 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 33606425 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047627 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1583667 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 32846064 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048215 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253068 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050614 | AverageDistributionRatio |
| Net Noncharitable Assets | 32675095 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1653817 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13422 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1667239 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1345701 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 26844 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 26844 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 26844 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 20352 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 6500 | TaxPaidWithExtension |
| Total Credits And Payments | 26852 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 63 | PenaltyForUnderpayment |
| Tax Due | 55 | 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 | 31920220 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1252465 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 33172685 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 33172685 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 497590 | CashDeemedCharitable |
| Net Noncharitable Assets | 32675095 | NetNoncharitableAssets |
| Minimum Investment Return | 1633755 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1633755 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 26844 | TaxBasedOnInvestmentIncome |
| Total Tax | 26844 | TotalTax |
| Distributable Amount Before Adj | 1606911 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1606911 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1606911 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1345701 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1345701 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1345701 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1606911 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1281673 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1345701 | QualifyingDistributions |
| Applied To Year1 | 1281673 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 64028 | 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 | 1542883 | 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 (62 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 | $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. | $7,500 | |
| AMERICAN HEART ASSOCIATION WISCONSIN OFFICE | ||||||||
| 660 E MASON STREET STE 200 | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. FIGHT HEART DISEASE AND STROKE | $25,000 | |
| AMERICAN RED CROSS - GREATER MILWAUKEE CHAPTER | ||||||||
| PO BOX 88711 | MILWAUKEE | WI | 53288 | NONE | 501(C)(3) | TO PROVIDE RELIEF TO VICTIMS OF DISASTERS & HELP PEO | $50,000 | |
| ANXIETY DISORDERS FOUNDATION | ||||||||
| PO BOX 560 | OCONOMOWOC | WI | 53066 | NONE | 501(C)(3) | DEDICATED TO IMPROVING THE LIVES AFFECTED BY ANXIETY | $13,000 | |
| BEL CANTO CHORUS | ||||||||
| 158 NORTH BROADWAY | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN; PRESENTS MUSIC THAT CAN'T BE HEARD IN OTHER AREA VENUES. | $5,000 | |
| 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 CH | $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 ADVANCE YOUN | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE | ||||||||
| 1437 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | FUND THE LITTLE DRIBBLERS PROGRAM. | $50,000 | |
| CENTER FOR BLIND & VISUALLY IMPAIRED CHILDREN | ||||||||
| 5600 W BROWN DEER ROAD | MILWAUKEE | WI | 53223 | NONE | 501(C)(3) | PROVIDE SERVICES TO CHILDREN WHO ARE BLIND AND VISUA | $20,000 | |
| CHANNELS 1036 FRIENDS | ||||||||
| 700 WEST STATE STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT PUBLIC PROGRAMMING IN WISCO | $5,000 | |
| 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 PATIE | $125,000 | |
| COA YOUTH & FAMILY CENTERS | ||||||||
| 909 EAST NORTH AVENUE | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | THE HELP MILWAUKEE CHILDREN, TEENS & FAMILIES REACH | $10,000 | |
| EASTBROOK ACADEMY | ||||||||
| 5375 NORTH GREEN BAY AVENUE | MILWAUKEE | WI | 53209 | NONE | 501(C)(3) | TO SUPPORT FAMILIES FROM DIVERSE BACKGROUNDS. | $10,000 | |
| ECONOMICS WISCONSIN | ||||||||
| 161 WEST WISCONSIN AVENUE | MILWAUKEE | WI | 53213 | NONE | 501(C)(3) | SUPPORTS PORGRAMS THAT DEVELOP THE ECONOMIC LITERACY | $20,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 5350 MACHADO ROAD | CULVER CITY | WI | 90230 | NONE | 501(C)(3) | ANNUAL CAMPAIGN; OFFERS SPECIALIZED EDUCATIONAL AND SERVICES. | $10,000 | |
| FIRST STAGE CHILDREN'S THEATER | ||||||||
| 929 NORTH WATER STREET | MEQUON | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE THEATER EXPERIENCES FOR CHI | $20,000 | |
| HOPE HOUSE OF MILWAUKEE INC | ||||||||
| 209 W ORCHARD | MILWAUKEE | WI | 53204 | NONE | 501(C)(3) | END HOMELESSNESS AND CREATE HEALTHY COMMUNITIES. | $2,500 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1300 N JACKSON STREET | MILS | WI | 53202 | NONE | 501(C)(3) | SERVICES FOR INDIVIDUALS WHO HAVE SEVERE AND PERSISTENT MENTAL ILLNESS. | $10,000 | |
| JUDITH ANN GRIESE FOUNDATION | ||||||||
| 1741 GRAYLORD STREET | DENVER | CO | 80206 | NONE | 501(C)(3) | PROVIDES SERVICES TO INCREASE PUBLIC AWARNESS OF NEE | $10,000 | |
| JUNIOR ACHIEVEMENT OF WISCONSIN INC | ||||||||
| 6924 N PORT WASHINGTON ROAD | MILWAUKEE | WI | 53217 | NONE | 501(C)(3) | PROVIDE ECONOMIC EDUCATION TO K-12 STUDENTS. | $10,000 | |
| KRADWELL SCHOOL | ||||||||
| 1220 DEWEY AVENUE | WAUWATOSA | WI | 53213 | NONE | 501(C)(3) | HELP STUDENTS IN NON-TRAD ENVIRONMENT FOR GROWTH. | $15,000 | |
| LAURA'S SMILE FOUNDATION | ||||||||
| 2312 E LAKE BLUFF BLVD | SHOREWOOD | WI | 53211 | NONE | 501(C)(3) | LEADING THE MOVEMENT TOWARDS OVARIAN CANCER AWARENESS. | $250 | |
| 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, H | $10,000 | |
| MACC FUND | ||||||||
| 1200 N MAYFAIR ROAD SUITE 265 | MILWAUKEE | WI | 53226 | NONE | 501(C)(3) | ANNUAL CAMPAIGN AND HOPE TEAM. SUPPORTS CANCER RESEA | $25,000 | |
| MAKE-A-WISH FOUNDATION OF WISCONSIN | ||||||||
| 13195 WEST HAMPTON AVENUE | BUTLER | WI | 53007 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. GRANT CHILDRENS' WISHES. | $15,000 | |
| MEQUON-THIENSVILLE EDUCATION FOUNDATION - TARTAN BALL | ||||||||
| PO BOX 514 | MEQUON | WI | 53092 | NONE | 501(C)(3) | UNDERWRITE BALL MUSIC. ENRICHING THE EDUCATION OF ST | $10,000 | |
| MILWAUKEE ART MUSEUM | ||||||||
| 700 N ART MUSEUM DRIVE | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | COLLECT & PRESERVE ART AND PRESENT TO THE EDUCATE TH | $20,000 | |
| MILWAUKEE COLLEGE PREP SCHOOL | ||||||||
| 2449 NORTH 36TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | PROVIDES KNOWLEDGE AND CHARACTER TO PAVE THE WAY TO | $5,000 | |
| MILWAUKEE PUBLIC MUSEUM | ||||||||
| 800 WEST WELLS STREET | MILWAUKEE | WI | 532331478 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT EXHIBITS, EDUCATION PROGRAM | $20,000 | |
| NATIVITY JESUIT MIDDLE SCHOOL | ||||||||
| 1115 SOUTH SEVENTH STREET | MILWAUKEE | WI | 532042329 | NONE | 501(C)(3) | SCHOLARSHIP FOR HISPANIC YOUTH FOR CHRISTIAN LEADERS | $10,000 | |
| NEIGHBORHOOD HOUSE OF MILWAUKEE INC | ||||||||
| 2819 WEST RICHARDSON PLACE | MILWAUKEE | WI | 532083546 | NONE | 501(C)(3) | SERVING CHILDREN & FAMILIES ON THE NEAR WEST SIDE OF | $10,000 | |
| NEXT DOOR FOUNDATION | ||||||||
| 2545 NORTH 29TH STREET | MILWAUKEE | WI | 53210 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. TO PROMOTE LITERACY AND LEADERSHIP | $15,000 | |
| OUR NEXT GENERATION INC | ||||||||
| 804 E JUNEAU AVENUE | MILWAUKEE | WI | 532022714 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. ENHANCING EDUCATION & LIFE SKILLS F | $10,000 | |
| OZAUKEE HUMANE SOCIETY | ||||||||
| 2073 COUNTY ROAD WEST | GRAFTON | WI | 53024 | NONE | 501(C)(3) | SUPPORT ABUSED & NEGLECTED ANIMALS. | $15,000 | |
| 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 F | $20,000 | |
| PENFIELD CHILDREN'S CENTER | ||||||||
| 833 NORTH 26TH STREET | MILWAUKEE | WI | 53233 | NONE | 501(C)(3) | TO HELP INFANTS & YOUNG CHILDREN WITH AND WITHOUT DI | $10,000 | |
| 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 | 532023745 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROMOTE HEALTH VISION AND EYE SAFET | $20,000 | |
| RAWHIDE BOYS RANCH | ||||||||
| RAWHIDE ROAD | NEW LONDON | WI | 54961 | NONE | 501(C)(3) | SUPPORT NEW OUT PATIENT FACILITY FOR AT RISK BOYS | $90,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC | ||||||||
| 8948 WATERTOWN PLANK ROAD | WAUWATOSA | WI | 532264802 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. SUPPORT FAMILIES DIPLACED BY CHILD | $10,000 | |
| SD FOUNDATION | ||||||||
| 4041 N RICHARDS STREET | MILWAUKEE | WI | 53212 | NONE | 501(C)(3) | PROGRAM TO HELP RESIDENTS GAIN THE RESOURCES TO MOVE BEYOND POVERTY. | $2,500 | |
| SIXTEENTH STREET COMMUNITY HEALTH CENTER INC | ||||||||
| 1337 S CESAR CHAVEZ DRIVE | MILWAUKEE | WI | 532042714 | NONE | 501(C)(3) | PROVIDES QUALITY, ACCESSIBLE & AFFORDABLE HEALTH CAR | $10,000 | |
| SOJOURNER FAMILY PEACE CENTER | ||||||||
| PO BOX 080319 | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDING SHELTER FOR WOMEN & CHILD | $10,000 | |
| SPECIAL OLYMPICS WISCONSIN | ||||||||
| 10224 N PORT WASHINGTON ROAD | MEQUON | WI | 53092 | NONE | 501(C)(3) | BENEFIT CITIZENS WITH DISABILITIES. | $150 | |
| ST COLETTA DAY SCHOOL OF MILWAUKEE | ||||||||
| 1740 NORTH 55TH STREET | MILWAUKEE | WI | 53208 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE ACADEMIC CURRICULUM FOR SPE | $15,000 | |
| ST MARY'S FOUNDATION OZAUKEE | ||||||||
| 13111 N PORT WASHINGTON ROAD | MEQUON | WI | 53092 | NONE | 501(C)(3) | CAPITAL CAMPAIGN. SUPPORT NEW ADDITION TO EXPAND PRO | $50,000 | |
| ST MATTHIAS PARISH SCHOOL | ||||||||
| 9306 WEST BELOIT ROAD | MILWAUKEE | WI | 532274313 | NONE | 501(C)(3) | TO PROVIDE A NEW SCHOOL ADDITION AND CONTINUE QUALIT | $25,000 | |
| ST ROSE YOUTH & FAMILY CENTER | ||||||||
| 3801 NORTH 88TH STREET | MILWAUKEE | WI | 53222 | NONE | 501(C)(3) | PROVIDING RESIDENTIAL CARE, STABILIZATION PLACEMENT | $20,000 | |
| 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 M | $20,000 | |
| UNITED WAY COMMUNITY IMPACT FUND | ||||||||
| 1028 SOUTH 9TH STREET | MILWAUKEE | WI | 532041395 | NONE | 501(C)(3) | PROVIDE PROGRAMS TO HISPANICS. | $50,000 | |
| UPAF | ||||||||
| 929 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORTS THE PERFORMING ARTS IN MIL | $16,000 | |
| URBAN DAY SCHOOL | ||||||||
| 12TH STREET CAMPUS 3782 N 12TH | MILWAUKEE | WI | 53206 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. PROVIDE EDUCATIONAL PROGRAMS FOR CH | $15,000 | STREET |
| UWM ATHLETICS SUMMER CAMP | ||||||||
| PO BOX 413 | MILWAUKEE | WI | 53201 | NONE | 501(C)(3) | BASKETBALL SUMMER CAMPS FOR UNDERPRIVILEGED CHILDREN. | $15,000 | |
| WALKER'S POINT YOUTH & FAMILY CENTER INC | ||||||||
| 2030 W NATIONAL AVENUE | MILWAUKEE | WI | 532041157 | NONE | 501(C)(3) | MEET THE NEEDS OF RUNAWAY, HOMELESS & OTHER TROUBLED | $10,000 | |
| 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 | $3,000 | |
| WISCONSIN FOUNDATION FOR SCHOOL MUSIC | ||||||||
| 1102 STEPHENSON LANE | WAUNAKEE | WI | 53597 | NONE | 501(C)(3) | SUPPORTS SCHOOL MUSIC PROGRAMS THAT ENCOURAGE LIFELO | $30,000 | |
| WISCONSIN HERITAGE ONLINE | ||||||||
| 728 STATE STREET ROOM 464 | MADISON | WI | 53706 | NONE | 501(C)(3) | TO PROVIDE A VIRTUAL PORTAL INTO ALL ASPECTS OF WI H | $115,564 | |
| WISCONSIN LIONS FOUNDATION INC | ||||||||
| 3834 COUNTY ROAD | ROSHOLT | WI | 54473 | NONE | 501(C)(3) | SUPPORT SPECIAL NEEDS CHILDREN AT SUMMER CAMP. | $3,000 | |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | ||||||||
| 1421 NORTH WATER STREET | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | ANNUAL CAMPAIGN. SUPPORT, EDUCATE & CONSERVE PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1323464 | 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 | $260,316 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $520,809 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $895,040 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | -$54,077 | 01 | |
| LOSS FROM PARTNERSHIPS | 01 | -$3,421 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$54,077 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,672,744 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1618667 | 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 Individual | ALBERT NICHOLAS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6002 N HIGHWAY 83 | AddressLine1 |
| City | CHENEQUA | City |
| State | WI | State |
| ZIP Code | 53029 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2043400 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 17 SHS BERKSHIRE HATHAWAY STOCK | NoncashPropertyDescription |
| Fair Market Value | 2043400 | FairMarketValue |
| Date Received | 2010-12-15 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDERSON TACKMAN & CO, PLC - FOR TAX PREPARATION | Category |
| Amount | $4,650 | Amount |
| Net Investment Income | 4185 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 465 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 26839198 | EOYBookValue |
| EOYFMV | 28723548 | 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 | 5735185 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 5815009 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID TAXES | Description |
| BOY Book Value | 27552 | BOYBookValue |
| EOY Book Value | 7200 | EOYBookValue |
| EOYFMV | 7200 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 200 | 0 | 0 | 200 |
| OFFICE EXPENSE | 42 | 0 | 0 | 42 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| LOSS FROM PARTNERSHIPS | -54077 | 0 | |
| LOSS FROM PARTNERSHIPS | -3421 | 0 | -3421 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED PAYROLL TAXES | Description |
| BOY Book Value | 7523 | BOYBookValue |
| EOY Book Value | 7523 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MANAGEMENT FEES | $23,063 | 23063 | 0 | 0 |
| INVESTMENT EXPENSE | $8,904 | 8904 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX (FORM 990-PF) | Category |
| Amount | $20,352 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |