Funder DirectoryNICHOLAS FAMILY FOUNDATION TRUST
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Private foundation (trust)EIN 396589261Est. 1994-09

NICHOLAS FAMILY FOUNDATION TRUST

MEQUON, WI 530924561

Accepts unsolicited proposals

Total Assets

$77.3M

FY 2023

Annual Giving

$3.4M

FY 2023

Grants Made

50

FY 2023

Avg Grant

$67K

FY 2023

Grant Range

$5K–$500K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$3.2M

Total Expenses

$3.5M

Qualifying Distributions

$3.5M

Distributable Amount

$3.5M

Min. Investment Return

$3.5M

Undistributed Income

$3.3M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

50 grants

Grant sizes from minimum $5K through median $28K to maximum $500K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $3.4M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

274 grants

ROCKFORD PARK DISTRICT FOUNDATION
$2.5M
5 grants
CHILDREN'S HOSPITAL & HEALTH SYSTEM FOUNDATION
$1.2M
5 grants
MACC FUND
$1.0M
5 grants
UNITED WAY OF GREATER MILWAUKEE
$550K
2 grants
KATHY'S HOUSE
$500K
3 grants
THE SAMARITAN FAMILY WELLNESS FOUNDATION INC
$458K
3 grants
HISTORIC HAYMARKET MILWAUKEE
$400K
2 grants
PREVENT BLINDNESS WISCONSIN
$395K
5 grants

Grant Size Distribution

274 grants

<$10K
43
grants
$10–50K
168
grants
$50–250K
54
grants
$250K–1M
9
grants
$1–5M
$5M+

Geographic Focus

6 states

Wisconsin
$12.5M
80% of total
Illinois
$2.5M
16% of total
California
$230K
1% of total
Georgia
$200K
1% of total
Colorado
$85K
1% of total
Oregon
$25K
0% of total

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NICHOLAS FAMILY FOUNDATION TRUST — Grants, Financials & Contact | Grantivo