Funder DirectoryTHE LORI AND DAVID NICHOLAS
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Private foundation (trust)EIN 871448344Est. 2021-12

THE LORI AND DAVID NICHOLAS

MEQUON, WI 53092

Accepts unsolicited proposals

Total Assets

$54.3M

FY 2023

Annual Giving

$2.1M

FY 2023

Grants Made

26

FY 2023

Avg Grant

$82K

FY 2023

Grant Range

$5K–$300K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$2.4M

Total Expenses

$2.2M

Qualifying Distributions

$2.1M

Distributable Amount

$2.5M

Min. Investment Return

$2.5M

Undistributed Income

$2.5M

Payout rate 87%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.87%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

26 grants

Grant sizes from minimum $5K through median $40K to maximum $300K, 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

2 years

Giving over time from 2022 to 2023. Peak $2.1M in 2023. Hover bars for details.

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

Top Recipients

28 grants

THE RIDGES SANCTUARY INC
$300K
1 grant
DOOR COUNTY COMMUNITY FOUNDATION INC
$300K
1 grant
NATIVITY JESUIT ACADEMY
$271K
1 grant
DOOR COUNTY COMMUNITY FOUNDATION
$250K
1 grant
FEEDING AMERICA EASTERN WISCONSIN INC
$156K
1 grant
FRIENDS OF PENINSULA STATE PARK INC
$120K
1 grant
DCMC
$100K
1 grant
UWM FOUNDATION INC
$100K
1 grant

Grant Size Distribution

28 grants

<$10K
5
grants
$10–50K
11
grants
$50–250K
9
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

3 states

Wisconsin
$2.2M
98% of total
Illinois
$25K
1% of total
Colorado
$10K
0% of total

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THE LORI AND DAVID NICHOLAS — Grants, Financials & Contact | Grantivo