2026-05-14T16:22:15-05:00 2025-12-31 390912608 HAWKINS ASH CPAS LLP 11501 N PORT WASHINGTON RD STE 220 MEQUON WI 53092 990PF 2025-01-01 396589261 NICHOLAS FAMILY FOUNDATION TRUST C/O LYNN S NICHOLAS NICH 2622423040 10309 N RIVER RD MEQUON WI 530924561 LYNN NICHOLAS PRESIDENT 4142724650 2026-05-14 1 HOLLY MUEHL-PETT CPA P00851596 2622439610 2026-05-14 2025 2025-03-06 01:10:19Z X 81076251 X X 5051 5051 879543 879543 4098964 5975845 4098964 -71005 203204 4912553 5186762 120000 36000 84000 9180 2754 6426 8690 1738 0 82748 13690 0 680 0 0 221298 54182 90426 3880000 3880000 4101298 54182 3970426 811255 5132580 4 1 1 7378902 10373140 10373140 7490686 5821833 14878140 35991005 35461488 55824970 50860597 51656462 81076251 17340 1950 17340 1950 X 0 0 0 0 50843257 51654512 50843257 51654512 50860597 51656462 50843257 811255 0 51654512 0 51654512 22000 SHS SIX FLAGS ENT CORP COMMON STK 2025-11-04 477396 477396 477396 40000 SHS KOHLS CORP 2025-11-25 795997 1550257 -754260 -754260 10000 SHS SIX FLAGS ENT CORP COMMON STK 2025-11-05 207515 207515 207515 9676 SHS WARNER BROS DISCOVERY COMMON STK 2025-09-15 183211 327147 -143936 -143936 PLAINS ALL AMERICAN PIPLINE LP 2025-12-31 523 523 CAPITAL GAINS DIVIDENDS P 4311726 4311726 4311726 4098964 71343 0 71343 0 71343 56000 0 0 0 56000 X 761 16104 0 0 0 0 0 0 0 0 1 1 0 1 1 WI 1 0 0 0 0 1 N/A LYNN NICHOLAS 2622423040 10309 N RIVER RD MEQUON WI 53092 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 PRESIDENT - TRUSTEE 25.00 120000 0 0 SUSAN N FASCIANO 2533 INDIAN RIDGE DRIVE GLENVIEW IL 60025 TRUSTEE 0.00 0 0 0 DAVID O NICHOLAS 7181 HORSESHOE BAY RD EGG HARBOR WI 54209 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 75213056 6720636 0 81933692 0 0 81933692 1229005 80704687 4035234 4035234 71343 71343 3963891 0 3963891 0 3963891 3970426 0 3970426 3963891 3872704 0 0 3970426 3872704 0 0 97722 0 0 0 0 0 0 0 0 3866169 0 0 0 LYNN NICHOLAS NICHOLAS FAMILY FOUND 10309 NORTH RIVER ROAD MEQUON WI 53092 2622423040 LNICHOLAS23@ATT.NET TYPE WRITTEN LETTER WITH HISTORY AND PURPOSE OF ORGANIZATION NONE TO 501 (C)(3) EXEMPT ORGANIZATIONS ALS ASSOCIATION SE WI CHAPTER 2421 N MAYFAIR ROAD STE 212 WAUWATOSA WI 53226 PC ANNUAL CAMPAIGN. DEDICATED TO THE FIGHT AGAINST ALS THROUGH RESEARCH, PATIENT SUPPORT AND INFORMATION AWARENESS. 75000 AMERICAN RED CROSS GREATER MILW CHAPTER 2600 W WISCONSIN AVENUE MILWAUKEE WI 53233 PC ANNUAL CAMPAIGN. TO PROVIDE RELIEF TO VICTIMS OF DISASTERS AND HELP PEOPLE PREVENT, PREPARE FOR AND RESPOND TO EMERGENCIES. 75000 BALANCE INC 1350 14TH AVE 4 GRAFTON WI 53024 PC ANNUAL CAMPAIGN. DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. 25000 BIRCH CREEK MUSIC PERFORMANCE CENTER INC 3821 COUNTY E PO BOX 230 EGG HARBOR WI 54209 PC ANNUAL CAMPAIGN. SUMMER MUSIC ACADEMY IN DOOR CTY WI FOR ADVANCED YOUNG MUSICANS. 25000 BRIDGE TO BRIGHTER 14730 JUNEAU BLVD ELM GROVE WI 53122 PC ANNUAL CAMPAIGN. PROVIDES VITAL SERVICES TO SUPPORT AND STRENGTHEN YOUTH IN AND AGING OUT OF THE FOSTER SYSTEM IN MILWAUKEE. 25000 CHILDREN'S WI FOUNDATION MS 3050 PO BOX 1997 MILWAUKEE WI 53201 PC ANNUAL CAMPAIGN. TO ADVANCE THE WORK OF PEDIATRIC PATIENT CARE, RESEARCH AND TEACHING BY CHILDREN'S HOSPITAL. 400000 CHURCH OF THE ATONEMENT PO BOX 241 FISH CREEK WI 54212 PC CAPITAL CAMPAIGN. 150000 ELMBROOK HUMANE SOCIETY 20950 ENTERPRISE AVENUE BROOKFIELD WI 53045 PC ANNUAL CAMPAIGN. TO PROVIDE SHELTER FOR HOMELESS ANIMALS, PROMOTE THE HUMAN ANIMAL BOND AND PREVENT ANIMAL CRUELTY AND NEGLECT. 50000 EXCEPTIONAL CHILDREN'S FOUNDATION 8740 WASHINGTON BLVD CULVER CITY CA 90232 PC ANNUAL CAMPAIGN. OFFERS SPECIALIZED EDUCATIONAL AND THERAPEUTIC PROGRAMS AND SERVICES TO CHILDREN, YOUTH AND YOUNG ADULTS CHALLENGED BY LEARNING, DEVELOPMENTAL, EMOTIONAL OR MEDICAL DISABILITIES. 25000 FAMILY PROMISE OF OZAUKEE COUNTY PO BOX 499 PORT WASHINGTON WI 53074 PC CAPITAL CAMPAIGN. TO PROVIDE EMERGENCY SHELTER, MEALS & EXPERT MGMT TO HOMELESS CHILDREN AND THEIR FAMILIES. 50000 FIRST STAGE CHILDREN'S THEATER 325 W WALNUT STREET MILWAUKEE WI 53212 PC ANNUAL CAMPAIGN. PROVIDE EXCEPTIONAL, PROFESSIONAL THEATER EXPERIENCES AND SERVE AS THEATER ARTS-IN-EDUCATION RESOURCE FOR EDUCATORS. 25000 GREEN TREE GARDEN CLUB 10936 N PORT WASHINGTON RD MEQUON WI 53092 PC ANNUAL CAMPAIGN. TO PROMOTE GREATER UNDERSTANDING OF THE INTERDEPENDENCE OF HORTICULTURE, ENTIRONMENTAL PROTECTION AND COMMUNITY IMPROVEMENT. 5000 HAWS OF WAUKESHA COUNTY 701 NORTHVIEW ROAD WAUKESHA WI 53188 PC ANNUAL CAMPAIGN. NO-KILL SHELTER DEDICATED TO STRENGTHING THE RELATIONSHIP BETWEEN ANIMALS AND HUMANS THROUGH ADOPTIONS AND EDUCATION. 50000 HISTORIC HAYMARKET MILWAUKEE 800 W WELLS ST MILWAUKEE WI 53233 PC CAPITAL CAMPAIGN. SUPPORTS PERMANENT OR SPECIAL EXHIBIT HABITATS, EDUCATIONAL PROGRAMS, OR NAMES FOR A CURATORIAL CHAIR FOR THE MILWAUKEE PUBLIC MUSEUM. 200000 LAD LAKEST ROSE CENTER 3801 NORTH 88TH STREET MILWAUKEE WI 53222 PC ANNUAL CAMPAIGN. CHANGING HEARTACHE TO HOPE FOR WOMEN, GIRLS AND FAMILIES IN NEED BY PROVIDING RESIDENTIAL CARE, STABILIZATION PLACEMENT AND RESPITE CARE. 75000 MACC FUND 1200 N MAYFAIR ROAD SUITE 265 MILWAUKEE WI 53226 PC ANNUAL CAMPAIGN. SUPPORTS RESEARCH INTO EFFECIVE TREATMENTS AND CURE FOR CHILDHOOD CANCER. 75000 MADISON AREA MUSIC ASSOCIATION 3921 ANCHOR DR MADISON WI 53714 PC ANNUAL CAMPAIGN. TO PROVIDE LEADERSHIP AND SUPPORT FOR SCHOOL MUSIC PROGRAMS THAT ENCOURAGE LIFELONG INVOLVEMENT IN MUSIC FOR ALL STUDENTS AND PROMOTE MUSIC AS AN INTEGRAL PART OF A SCHOOL CURRICULUM. 50000 MAKE-A-WISH FOUNDATION OF WISCONSIN 11020 W PLANK COURT SUITE 200 WAUWATOSA WI 53226 PC ANNUAL CAMPAIGN. GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING ILLNESSES TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. 25000 NATIVITY JESUIT ACADEMY 1515 SOUTH 29 ST MILWAUKEE WI 532151912 PC ANNUAL CAMPAIGN. TO ADDRESS THE NEEDS OF LATINO COMMUNITY, WHERE THERE IS A DEMAND FOR QUALITY CATHOLIC SCHOOLS. 50000 OSHKOSH AREA HUMANE SOCIETY 1925 SHELTER COURT OSHKOSH WI 54901 PC ANNUAL CAMPAIGN. TO PROVIDE COMPASSIONATE CARE AND COMFORT TO ANIMALS IN NEED AND TO BUILD COMMUNITY THAT PROMOTES HUMANE TREATMENT OF ALL ANIMALS. 25000 OUR NEXT GENERATION INC 804 E JUNEAU AVENUE MILWAUKEE WI 53202 PC ANNUAL CAMPAIGN. ENHANCING EDUCATION & LIFE SKILLS OF CHILDREN THROUGH PROGRAMS SUCH AS THE HOMEWORK CLUB. 25000 PENINSULA GOLF ASSOCIATES 9890 SHORE ROAD EPHRIAM WI 54211 PC ANNUAL CAMPAIGN. SUPPORT OF THE IMPROVEMENTS THAT MAKE PENINSULA GOLF COURSE A SPECIAL PLACE. 25000 PENINSULA PLAYERS THEATER FOUNDATION 4351 PENINSULA PLAYERS ROAD FISH CREEK WI 54212 PC CAPITAL CAMPAIGN. TO SUPPORT A TRADITION OF THEATRICAL EXCELLENCE AND NATURAL BEAUTY ON SHOREFRONT PROPERTY IN DOOR COUNTY. 25000 PENINSULA SCHOOL OF ART & GALLERY PO BOX 304 FISH CREEK WI 54212 PC CAPITAL CAMPAIGN. TO PROVIDE ENRICHING ART EDUCATIONAL EXPERIENCES FOR PARTICIPANTS OF ALL AGES AND ABILITIES TO INSPIRE CREATIVITY AND BUILD COMMUNITY. 100000 PREVENT BLINDNESS WISCONSIN 731 N JACKSON STREET STE 220 MILWAUKEE WI 53202 PC ANNUAL CAMPAIGN. PROMOTE HEALTH VISION AND EYE SAFETY. 100000 RAWHIDE YOUTH SERVICES E7475 RAWHIDE ROAD NEW LONDON WI 54961 PC ANNUAL CAMPAIGN. TO SUPPORT RESIDENTIAL TREATMENT AND COUNSELING SERVICES DEDICATED TO CHANGING THE LIVES OF AT RISK YOUTH AND THEIR FAMILIES. 50000 ROCKFORD PARK DISTRICT FOUNDATION 401 S MAIN ST ROCKFORD IL 61101 PC ANNUAL CAMPAIGN. SUPPORTS ENHANCEMENTS AND PROGRAMMING AT THE NICHOLAS CONSERVATORY AND GARDENS. 500000 SOJOURNER FOUNDATION 619 W WALNUT STREET MILWAUKEE WI 53212 PC ANNUAL CAMPAIGN. PREVENT AND ELIMINATE VIOLENCE IN A FAMILY SETTING BY PROVIDING SHELTER FOR BATTERED WOMEN AND CHILDREN. 35000 ST COLETTA DAY SCHOOL OF MILWAUKEE 1740 NORTH 55TH STREET MILWAUKEE WI 53208 PC ANNUAL CAMPAIGN. PROVIDE AN ACADEMIC CURRICULUM DESIGNED TO MEET THE SPECIAL LEARNING NEEDS OF EACH STUDENT TO HELP PREPARE THEM TO REACH FULL LEARNING POTENTIAL. 25000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC ANNUAL CAMPAIGN. DEDICATED TO PROVIDING THE BEST CARE FOR PATIENTS AND RESEARCH THAT LEADS TO CURES. 10000 THE DOVE PROJECT 1901 ANEVUE OF THE STARS SUITE 200 LOS ANGELES CA 90067 PC ANNUAL CAMPAIGN. TO SUPPORT THE END OF THE DOG MEAT TRADE IN SOUTH KOREA. TO PLACE RESCUED DOGS IN FOREVER HOMES. 50000 THE GATHERING OF SOUTHEASTERN WISCONSIN 804 EAST JUNEAU AVENUE MILWAUKEE WI 53202 PC ANNUAL CAMPAIGN. PROVIDES FOOD FOR THE HUNGRY. ALSO SPONSORS JOB TASK FORCES, CHILDREN'S TUTORING, COMMUNITY-BASED BIBLE STUDY AND SOCIAL SERVICE REFERRALS. 40000 THE GRAND AVENUE CLUB 210 E MICHIGAN STREET MILWAUKEE WI 53202 PC ANNUAL CAMPAIGN. TO PROVIDE EMPLOYMENT, EDUCATIONAL, AND ENRICHMENT TRAINING TO ADULTS OF GREATER MILWAUKEE WHO EXPERIENCE MENTAL ILLNESS. 25000 THE LA BELLE FOUNDATION PO BOX 36471 LOS ANGELES CA 90036 PC ANNUAL CAMPAIGN. DEVOTED TO SAVING, REHIBILITATING AND ADVOCATING FOR DOGS. 50000 THE LITTLE WARRIOR FOUNDATION PO BOX 2124 BROOKFIELD WI 53008 PC ANNUAL CAMPAIGN. TO PROMOTE RESEARCH FOR CHILDREN WITH CANCER. 15000 THE NORTHWEST DOG PROJECT PO BOX 51266 EUGENE OR 97405 PC ANNUAL CAMPAIGN. RESCUE, REHOME AND ENHANCE THE LIVES OF NEGLECTED, ABUSED AND HOMELESS DOGS WHILE ADVOCATING FOR RESPONSIBLE PET OWNERSHIP. PROVIDE A FOREVER SANCTUARY FOR SENIOR ABANDONED DOGS. 25000 THE OCCUPAWS GUIDE DOG ASSOCIATION PO BOX 45857 MADISON WI 53744 PC ANNUAL CAMPAIGN. TO PLACE FULLY TRAINED GUIDE DOGS WITH VISUALLY IMPAIRED RESIDENTS OF WI AT NO CHARGE THROUGH AN IN-HOME TRAINING PROGRAM. 15000 THE RIDGES SANCTUARY 8166 HIGHWAY 57 BAILEYS HARBOR WI 54202 PC ANNUAL CAMPAIGN. TO PROMOTE POSITIVE ENVIRONMENTAL BEHAVIORS THROUGH IMPACTFUL EDUCATIONAL EXPERIENCES, LAND MANAGEMENT AND PROTECTION AND ECOLOGICAL RESEARCH. 25000 THE SALVATION ARMY 4757 NORTH 76TH STREET MILWAUKEE WI 53218 PC ANNUAL CAMPAIGN. PREACHING THE GOSPEL OF JESUS AND MEET THE HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. 25000 THE SAMARITAN FAMILY WELLNESS FOUNDATION INC 2858 UNIVERSITY AVE STE 328 MADISON WI 537053644 PC ANNUAL CAMPAIGN. TO SUPPORT PROGRAM FOR PSYCHO THERAPY AT UW MADISON. COMMITTED TO SERVING INDIVIDUALS, FAMILIES AND ORGANIZATIONS THROUGH WHOLE PERSON WELLNESS SERVICES INCLUDING COACHING, CONSULTATION AND PSYCHO THERAPY. 100000 UNITED WAY OF GREATER MILWAUKEE 225 W VINE ST MILWAUKEE WI 53212 PC ANNUAL CAMPAIGN. SERVES THE COMMUNITY BY DEVELOPING AND MAXIMIZING RESOURCES TO ENABLE POSITIVE CHANGE IN THE LIVES OF PEOPLE IN MILWAUKEE. 325000 UW FOUNDATION - GUARDING AGAINST CANCER 1848 UNIVERSITY AVENUE MADISON WI 53726 PC GUARDING AGAINST CANCER EVENT. DEDICATED TO CANCER ELIMINATION THROUGH RESEARCH, EDUCATION, ADVOCACY AND SERVICE. 100000 UW FOUNDATION 1440 E NORTH AVE MILWAUKEE WI 53202 PC ANNUAL CANPAIGN. SUPPORTING THE EDUCATIONAL, LITERARY AND SCIENTIFIC ENDEAVORS OF UW-MILWAUKEE. 50000 UWM FOUNDATION - ATHLETICS 1848 UNIVERSITY AVENUE MILWAUKEE WI 53202 PC CAPITAL CAMPAIGN. TO PROMOTE THE WELFARE OF AND ADVANCE THE OBJECTIVES OF UW-MADISON BY ENCOURAGING THE INTEREST, ENGAGEMENT, AND FINANCIAL SUPPORT OF ALUMNI, DONORS AND FRIENDS. 50000 VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION 8733 W WATERTOWN PLANK RD PO BOX 2178 MILWAUKEE WI 53201 PC ANNUAL CAMPAIGN. SUPPORT BLOOD RESEARCH. BLOOD HEALTH INNOVATORS WHO ENHANCE LIVES THROUGH INTEGRATION OF SCIENCE, MEDICINE AND SERVICE. 50000 VISION FORWARD ASSOCIATION 912 N HAWLEY ROAD MILWAUKEE WI 53213 PC ANNUAL CAMPAIGN. PROVIDES SERVICES FROM BIRTH TO ADULTHOOD TO PEOPLE WITH VISUAL IMPAIRMENTS HELPING THEM WITH PERSONAL, EDUCATIONAL AND PROFESSIONAL GOALS. 25000 WAGS AND WALKS 2236 FEDERAL AVENUE LOS ANGELES CA 90064 PC ANNUAL CAMPAIGN. TO REDUCE EUTHANASIA IN LOCAL SHELTERS AND TO INCREASE AWARENESS OF RESCUE DOGS BEING WONDERFUL PETS. 50000 WAUNAKEE HOOPS CLUB PO BOX 243 WAUNAKEE WI 53597 PC ANNUAL CAMPAIGN. TO SUPPORT THE AB NICHOLAS BASKETBALL TOURNAMENT. 15000 WILLIAMS HEART FOUNDATION 790 W FRONTGATE ROAD NORTHFIELD IL 60093 PC ANNUAL CAMPAIGN. DEDICATED RESEARCH TO HELP FIGHT HEART DISEASE. 350000 WISCONSIN HUMANE SOCIETY 4500 W WISCONSIN AVE MILWAUKEE WI 53208 PC ANNUAL CAMPAIGN. TO SUPPORT ABUSED, NEGLECTED AND FORGOTTEN ANIMALS. 95000 ZOOLOGICAL SOCIETY OF MILWAUKEE 1421 NORTH WATER STREET MILWAUKEE WI 53202 PC ANNUAL CAMPAIGN. SUPPORT, EDUCATE & CONSERVE PROGRAMS FOR ANIMALS AT THE ZOO. 25000 3880000 0 14 5051 14 879543 15 203878 18 4098964 UBTI FROM PARTNERSHIPS 01 -272937 ND EXPENSES FROM PARTNERSHIPS 01 -1272 PLAINS ALL AMERICAN PIPELINE 1231 LOSS 01 -597 ENTERPRISE PRODUCTS PARTNERS 1231 LOSS 01 -77 0 4912553 0 4912553 0 0 0 0 0 0 0 0 0 0 HAWKINS ASH 8690 1738 0 STOCKS 5821833 14878140 MUTUAL FUNDS AT COST 35194315 50891607 PARTNERSHIPS/REITS AT COST 267173 4933363 UNDERPAYMENT PENALTY 680 0 0 DORCHESTER MINERALS LP - NET ROYALTY INCOME 203878 203878 203878 UBTI FROM PARTNERSHIPS -272937 -272937 ND EXPENSES FROM PARTNERSHIPS -1272 -1272 PLAINS ALL AMERICAN PIPELINE 1231 LOSS -597 -597 -597 ENTERPRISE PRODUCTS PARTNERS 1231 LOSS -77 -77 -77 ACCRUED PAYROLL TAXES 17340 1950 FOREIGN TAXES PAID BY PASSTHROUGH ENTITIES 13690 13690 0 EXCISE TAX 69058 0 0