LORI AND DAVID NICHOLAS FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LORI AND DAVID NICHOLAS FAMILY FOUNDATION INC (EIN 87-1448344)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349103608
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:06:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390912608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 N PORT WASHINGTON RD STE 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871448344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LORI AND DAVID NICHOLAS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORI | BusinessNameControlTxt |
| Phone | 4146598348 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 N PORT WASHINGTON RD 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI NICHOLAS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4146598348 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY MUEHL-PETT CPA | PreparerPersonNm |
| PTIN | P00851596 | PTIN |
| Phone | 2622439610 | PhoneNum |
| Preparation | 2026-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,946,384 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,684 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,684 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,107,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,107,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,691,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,691,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,691,317 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,803,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,803,840 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $457 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $91 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $798 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,728 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,728 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,798,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,798,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,939,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,798,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,864,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,717,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,167 | CashBOYAmt |
| Cash EOY | $9,719 | CashEOYAmt |
| Cash EOYFMV | $9,719 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,668,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,079,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,079,618 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $48,829,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,287,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,857,047 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,512,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,376,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,946,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $50,512,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,376,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,512,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,376,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,512,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,376,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,512,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,864,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,376,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,376,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,691,317 | GrossSalesPriceAmt |
| Gain Or Loss | $3,691,317 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,691,317 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,691,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21,569 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORI NICHOLAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2622439610 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 N PORT WASHINGTON RD STE 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| LORI NICHOLAS | ||||||||
| 11501 N PORT WASHINGTON RD STE 220 | MEQUON | WI | 53092 | OFFICER | 0.00 | $0 | $0 | $0 |
| DAVID NICHOLAS | ||||||||
| 11501 N PORT WASHINGTON RD STE 220 | MEQUON | WI | 53092 | OFFICER | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN PRIVATE BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST 8TH FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $85,728 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $55,588,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,484,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,072,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,072,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $856,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,216,328 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,810,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,810,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,569 | TotalTaxAmt |
| Distributable Before Adj | $2,745,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,745,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,745,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,798,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,798,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,745,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,745,639 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,798,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,745,639 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,361 | 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 | $2,692,886 | 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 | LORI NICHOLAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 N PORT WASHINGTON RD STE 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4146598348 | RecipientPhoneNum |
| Recipient Email Address | LNICHOLAS2401@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | TYPE WRITTEN LETTER WITH HISTORY AND PURPOSE OF ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO 501 (C)(3) EXEMPT ORGANIZATIONS AND GOVERNMENT UNITS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFAR INC | ||||||
| PO BOX 26096 | MILWAUKEE | WI | 53226 | PC | TO SUPPORT THE UNIVERSAL PARK PROJECT. | $200,000 |
| BOYS AND GIRLS CLUB OF THE BLR | ||||||
| 1451 UNIVERSITY AVENUE | GREEN BAY | WI | 54302 | PC | DESIGNATED TO SUPPORT THE DOOR COUNTY BOYS AND GIRLS CLUB CHAPTER | $25,000 |
| DOOR COUNTY BOOKMOBILE | ||||||
| PO BOX 379 | EGG HARBOR | WI | 54209 | PC | TO SUPPORT THE BOOKMOBILE RENOVATION AND OPERATIONAL NEEDS. | $85,000 |
| DOOR COUNTY COMMUNITY FOUNDATION INC | ||||||
| 222 NORTH THIRD AVENUE | STURGEON BAY | WI | 54235 | PC | TO SUPPORT THE DOOR COUNTY WINTER COMMONS CAMPAIGN, SISTER BAY ICE RINK | $250,000 |
| DOOR COUNTY COMMUNITY FOUNDATION INC | ||||||
| 222 NORTH THIRD AVENUE | STURGEON BAY | WI | 54235 | PC | TO SUPPORT THE GREENHOUSE, RESTORATION AND OPERATIONAL NEEDS AT HORSESHOE BAY | $250,000 |
| DOOR SHAKESPEARE INC | ||||||
| PO BOX 351 | BAILEYS HARBOR | WI | 54202 | PC | DESIGNATED FOR THE EMPLOYEE HOUSING INITIATIVE. | $10,000 |
| FRIENDS OF PENINSULA STATE PARK INC | ||||||
| PO BOX 502 | FISH CREEK | WI | 54212 | PC | DESIGNATED FOR THE MOUNTAIN BIKE TRAIL PROJECT. | $300,000 |
| FRIENDS OF SCHLITZ AUDUBON NATURE CENTER INC | ||||||
| 1111 E BROWN DEER ROAD | MILWAUKEE | WI | 53217 | PC | DESIGNATED FOR THE SCHLITZ AUDUBON ENVIRONMENTAL EDUCATION CENTER. | $30,000 |
| FRIENDS OF THE DOMES INC - MILWAUKEE DOMES ALLIANCE | ||||||
| 524 S LAYTON BLVD | MILWAUKEE | WI | 53215 | PC | DESIGNATED FOR THE RESTORATION/RENOVATION PROJECT | $200,000 |
| GATHERING WATERS INC | ||||||
| 211 SOUTH PATERSON STREET 270 | MADISON | WI | 53703 | PC | GENERAL SUPPORT. TO STRENGTHEN LAND TRUSTS TO PROTECT WI'S SPECIAL PLACES & GROW HEALTHY, VIBRANT COMMUNITIES. | $25,000 |
| GUMBO LIMBO COSTAL STEWARDS INC | ||||||
| PO BOX 272428 | BOCA RATON | FL | 33427 | PC | TO SUPPORT SEA TURTLE REHABILITATION EFFORTS | $23,000 |
| NATIVITY JESUIT ACADEMY | ||||||
| 1515 S 29TH STREET | MILWAUKEE | WI | 53215 | GOV | DESIGNATED FOR THE NICHOLAS FAMILY FIELD | $600,000 |
| NORTHWOODS LAND TRUST INC | ||||||
| PO BOX 321 | EAGLE RIVER | WI | 54521 | PC | GENERAL SUPPORT. | $20,000 |
| OZAUKEE WASHINGTON LAND TRUST INC | ||||||
| PO BOX 917 | WEST BEND | WI | 53095 | PC | LANDSCAPE RESTORATION SCHOOL SUMMER PROGRAM SCHOLARSHIPS. | $15,000 |
| PENINSULA SCHOOL OF ART INC | ||||||
| 3900 COUNTY ROAD F | FISH CREEK | WI | 54212 | PC | TO SUPPORT THE ARTIST IN RESIDENCE PROGRAM AND THE DIRECTOR SALARY FOR THE DOOR COUNTY PLEIN AIR FESTIVAL. | $75,000 |
| RADIO MILWAUKEE | ||||||
| 220 E PITTSBURGH AVENUE | MILWAUKEE | WI | 53204 | PC | TO SUPPORT THE 'UNIQUELY MILWAUKEE' AUDIO SHORTS. | $70,000 |
| REFLO INC | ||||||
| 636 E KEEFE AVENUE | MILWAUKEE | WI | 53212 | PC | GENERAL SUPPORT. | $50,000 |
| ST JUDE THE APOSTLE SCHOOL | ||||||
| 800 GLENVIEW AVENUE | MILWAUKEE | WI | 53213 | PC | DESIGNATED FOR SECURITY UPGRADES | $50,000 |
| TALL PINES CONSERVANCY INC | ||||||
| PO BOX 65 | NASHOTAH | WI | 53058 | PC | GENERAL SUPPORT. | $20,000 |
| THE AEMILIAN PRESCHOOL INC | ||||||
| 5300 N 118TH CT | MILWAUKEE | WI | 53225 | PC | TO SUPPORT TRAINING FOR THE WELLPOINT CARE NETWORK AND CLASSROOM NEEDS. | $10,000 |
| THE CONGREGATION OF HOLY ANGELS | ||||||
| 230 N 8TH AVENUE | WEST BEND | WI | 53090 | PC | DESIGNATED FOR SECURITY UPGRADES AT HOLY ANGELS ELEMENTARY | $10,000 |
| THE KIPSONGO PROJECT INC | ||||||
| 163 E CAPITOL DR | HEARTLAND | WI | 53029 | PC | FOR SCHOOL SUPPLIES | $5,000 |
| THE MEDICAL COLLEGE OF WISCONSIN INC | ||||||
| PO BOX 26509 | MILWAUKEE | WI | 53226 | PC | DESIGNATED FOR APHASIA RESEARCH. SPECIFICALLY LANGUAGE LAB IN MEMORY OF GINNY WAGNER | $50,000 |
| THE RIDGES SANCTUARY INC | ||||||
| PO BOX 152 | BAILEYS HARBOR | WI | 54202 | PC | TO SUPPORT PHASE 0 OF THE MASTER PLAN IMPLEMENTATION AND PURCHASE OF EQUIPMENT TO USE IN THE RESEARCH PROJECT WITH UW MADISON. | $265,000 |
| TOSA TONIGHT | ||||||
| 6650 W STATE ST D328 | WAUWATOSA | WI | 53213 | PC | GENERAL SUPPORT. | $10,000 |
| UWM FOUNDATION INC | ||||||
| 1440 EAST NORTH AVENUE | MILWAUKEE | WI | 53202 | PC | DESIGNATED TO THE CENTER FOR WATER POLICY AT THE SCHOOL OF FRESHWATER SCIENCES. | $100,000 |
| VILLAGE OF EGG HARBOR PEG EGAN PAC | ||||||
| 7840 CHURCH ST | EGG HARBOR | WI | 54209 | PC | TO SUPPORT THE PEG EGAN PERFORMING ARTS CENTER. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,798,000 | 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 | $4,684 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,107,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,691,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,803,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,803,840 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAWKINS ASH CPA LLP - TAX PREP | CategoryTxt |
| Amt | $3,990 | Amt |
| Net Investment Income | $798 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES, ALTERNATIVE ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $49,287,451 | BookValueAmt |
| EOYFMV | $52,857,047 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $457 | LegalFeesAmt |
| Net Investment Income | $91 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $85,728 | Amt |
| Net Investment Income | $85,728 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $51,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |