2024-10-01T11:47:48-05:00 2023-12-31 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2023-01-01 205663225 NICOLET NATIONAL FOUNDATION INC NICO 9204301400 111 N WASHINGTON STREET GREEN BAY WI 54301 KATY KARCZ TREASURER 9204301400 2024-09-30 1 1 JEFFREY DANEN CPA P01236582 9203369850 2024-09-30 2023 2024-10-15 13:58:12Z ERIC WITCZAK 111 N WASHINGTON STREET GREEN BAY WI 54301 859803 0 X N/A X 2007 WI NICOLET NATIONAL FOUNDATION IS A NONSTOCK NOT FOR PROFIT ORGANIZATION THAT RECEIVES GIFTS, RAISES FUNDS FOR SPECIFIED NEEDS AND DISBURSES GRANTS FOR THE BENEFIT OF THE LOCAL COMMUNITY AT THE DISCRETION OF ITS BOARD OF DIRECTORS. 14 14 0 9 0 0 570058 671594 0 0 12935 44444 -207987 -114157 375006 601881 595983 307188 0 0 0 0 0 0 0 9493 9294 605476 316482 -230470 285399 1770327 2047498 417270 288408 1353057 1759090 CHARITABLE PURPOSES UNDER SECTION 501(C)(3). 0 0 307690 307188 NICOLET NATIONAL FOUNDATION, INC. IS FORMED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFYAS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. 307690 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 14 14 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 WI X KATY KARCZ 9204301400 111 N WASHINGTON STREET GREEN BAY WI 54301 X CHRIS DIMMER VICE PRESIDENT 0.10 X X 0 0 0 KATY KARCZ TREASURER 0.10 X X 0 0 0 LIZ LEHMAN SECRETARY 0.10 X X 0 0 0 BRIAN HADDOCK DIRECTOR 0.10 X 0 0 0 ERICA SHEFCHIK DIRECTOR 0.10 X 0 0 0 PJ MADSON DIRECTOR 0.10 X 0 0 0 KRISTY MANEY DIRECTOR 0.10 X 0 0 0 LYNN CAELWAERTS DIRECTOR 0.10 X 0 0 0 ERIC WITCZAK PRESIDENT 0.10 X X 0 0 0 TONY BETLEY DIRECTOR 0.10 X 0 0 0 CINDY KOHNHORST DIRECTOR 0.10 X 0 0 0 STEVE CROSS DIRECTOR 0.10 X 0 0 0 BORIS MARTYSZ DIRECTOR 0.10 X 0 0 0 CHRIS BOLAND DIRECTOR 0.10 X 0 0 0 0 0 0 0 0 0 0 0 274179 397415 14400 671594 34477 34477 153732 143765 9967 9967 9967 0 274179 114157 -114157 -114157 601881 0 0 -69713 307188 307188 8368 8368 424 424 MISCELLANEOUS 502 502 316482 307690 8792 0 305677 232474 33124 1431526 1815024 1770327 2047498 411491 282179 5779 6229 417270 288408 X 1349730 1755563 3327 3527 1353057 1759090 1770327 2047498 285399 135034 -14400 0 X 0 1 X 1 0 X 439413 276781 715641 570058 671594 2673487 439413 276781 715641 570058 671594 2673487 664753 2008734 35551 23171 22369 23720 34477 139288 2812775 0.71410 0.70850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6229 1 1 1062827 180784 1243611 934899 127928 1062827 789571 145328 934899 664186 125385 789571 543037 121149 664186 1.00000 0 0 0 X 836672 135034 135034 701638 14400 -114157 -99757 601881 430639 114157 114157 316482 0 316482 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE FOUNDATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES GB GOLF 135779 135779 19242 20355 18500 FV GOLF 138400 138400 15850 18979 21231 274179 274179 35092 39334 39731 114157 -114157 1 DOOR COUNTY COMMUNITY FOUNDATION 222 N 3RD AVENUE STURGEON BAY WI 54235 391980685 501(C)(3) 20000 0 ASSIST ONGOING OPS THEDACARE FAMILY OF FOUNDATION 1818 MEADE ST APPLETON WI 54303 464112255 501(C)(3) 25000 0 ASSIST ONGOING OPS NWTC EDUCATION FOUNDATION 2740 W MASON ST GREEN BAY WI 54307 237069405 501(C)(3) 25000 0 ASSIST ONGOING OPS OSHKOSH KIDS FOUNDATION PO BOX 1433 OSHKOSH WI 54313 842675271 501(C)(3) 50000 0 ASSIST ONGOING OPS UNIFIED SCHOOL DISTRICT OF DE PERE 1700 CHICAGO ST DE PERE WI 54501 391392248 501(C)(3) 25000 0 ASSIST ONGOING OPS CHRISTINE ANN DOMESTIC ABUSE SERVICES 206 ALGOMA BLVD OSHKOSH WI 54901 391441770 501(C)(3) 25000 0 ASSIST ONGOING OPS FAMILY SERVICES OF NORTHEAST WISCONSIN PO BOX 22308 GREEN BAY WI 54304 390827320 501(C)(3) 7500 0 ASSIST ONGOING OPS FEED MY PEOPLE 2680 ALPINE ROAD EAU CLAIRE WI 54703 361488941 501(C)(3) 25000 0 ASSIST ONGOING OPS FOX VALLEY POP WARNER FOOTBALL 402 EAST WISCONSIN AVE APPLETON WI 54911 391814261 501(C)(3) 25000 0 ASSIST ONGOING OPS STELLA MARIS FOUNDATION 111 N WASHINGTON STREET GREEN BAY WI 54301 010972846 501(C)(3) 10000 0 ASSIST ONGOING OPS WOODSON YMCA FOUNDATION 707 THIRD STREET WAUSAU WI 54403 390808463 501(C)(3) 15000 0 ASSIST ONGOING OPS PART I, LINE 2: GRANTS AND ASSISTANCE ARE GENERALLY LIMITED TO KNOWN LOCAL ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 MEMBERS OF THE BOARD ARE GENERALLY COMPRISED OF EMPLOYEES OF NICOLET NATIONAL BANK WHICH STARTED THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED IT'S BYLAWS TO INCREASE THE NUMBER OF BOARD MEMBERS FROM 10 TO 15. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 SECTION C ITEM 19 - NICOLET FOUNDATION, INC. MAKES ALL GOVERNING DOCUMENTS AND OTHER REQUIRED FORMS AVAILABLE UPON REQUEST FORM 990 IS REVIEWED BY THE TREASURER OF THE FOUNDATION BEFORE RETURN IS FILED. FORM 990 SECTION B PART VI 12A - FORM IS COMPLETED EACH YEAR BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION BOARD MEMBERS ARE BANK EMPLOYEES AND SUCH ALL POLICIES, INCLUDING THE CONFLICT OF INTEREST AND DISCLOSURE OF CONFLICTS, EXTEND TO FOUNDATION BOARD MEMBERS AND ARE MONITORED AND ENFORCED AT AN ORGANIZATIONAL LEVEL. FORM 990, PART VI, SECTION C, LINE 19 NICOLET NATIONAL FOUNDATION, INC. MAKES ALL GOVERNING DOCUMENTS AND OTHER REQUIRED FORMS AVAILABLE TO THE PUBLIC UOPN REQUEST. NICOLET NATIONAL BANK 111 N WASHINGTON ST GREEN BAY WI 54301 391990426 MANAGEMENT WI C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 NICOLET NATIONAL BANK C 180786 BOOK VALUE NICOLET NATIONAL BANK M 0 AMOUNT NOT DETERMINED NICOLET NATIONAL BANK N 0 AMOUNT NOT DETERMINED