THE NICHOLL FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE NICHOLL FAMILY FOUNDATION INC (EIN 52-2347387)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-18
- IRS object ID
- 202332619349100213
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-18T14:57:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521268363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRAPER & MCGINLEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 W PATRICK ST | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522347387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NICHOLL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICH | BusinessNameControlTxt |
| Phone | 4102447005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 DAY ROAD | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217845607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA A NICHOLL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4102447005 | PhoneNum |
| Signature | 2023-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERESA | PersonFirstNm |
| Person Last | NICHOLL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MCGINLEY | PreparerPersonNm |
| PTIN | P00227772 | PTIN |
| Phone | 3016947411 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,534,280 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $969,818 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $247,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $267,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,092,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $267,426 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,484,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $514,709 | 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 |
| Accounting Fees Rev And Expnss | $5,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,855 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4,047 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,047 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,740 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,232,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,110,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $252,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $683,507 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,183 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $773,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,016,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,100,362 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,679,518 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,088,723 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,894,261 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,394,055 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,184,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,262,474 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,530,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,567,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,534,280 | 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 | $12,530,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,567,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,530,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,567,367 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,530,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,567,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,530,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $252,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,782,705 | SubtotalAmt |
| Other Decreases | $1,215,338 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,567,367 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PARTNERSHIP LOSSES | P | $645 | -$645 | -$645 | |||
| COMM METALS SR NOTES | P | $21,118 | -$212 | -$212 | 2021-01-25 | 2022-02-15 | $20,906 |
| ICAHN ENT LP SR NOTES | P | $13,301 | -$301 | -$301 | 2021-01-20 | 2022-02-18 | $13,000 |
| MGM SR NOTES | P | $17,938 | -$1,938 | -$1,938 | 2019-10-18 | 2022-03-15 | $16,000 |
| SILGAN SR NOTES | P | $19,307 | -$307 | -$307 | 2020-05-14 | 2022-03-28 | $19,000 |
| TARGA RES SR NOTES | P | $28,996 | -$243 | -$243 | 2021-10-01 | 2022-03-30 | $28,753 |
| BLACKSTONE SR NOTES | P | $21,349 | -$349 | -$349 | 2021-08-04 | 2022-05-05 | $21,000 |
| AVON SR NOTES | P | $14,148 | $307 | $307 | 2022-04-06 | 2022-05-20 | $14,455 |
| FIREEYE SR NOTES | P | $19,583 | $407 | $407 | 2020-11-02 | 2022-06-01 | $19,990 |
| CHAMPION X SR NOTES | P | $10,374 | -$55 | -$55 | 2021-11-30 | 2022-06-07 | $10,319 |
| ADV MICRO SR NOTES | P | $13,328 | -$1,328 | -$1,328 | 2020-06-05 | 2022-08-15 | $12,000 |
| GENWORTH SR NOTES | P | $19,649 | -$448 | -$448 | 2022-01-19 | 2022-09-21 | $19,201 |
| LEVEL 3 SR NOTES | P | $28,757 | -$506 | -$506 | 2020-08-19 | 2022-09-28 | $28,251 |
| AVIENT SR NOTES | P | $28,288 | -$8 | -$8 | 2022-04-28 | 2022-11-02 | $28,280 |
| CF IND SR NOTES | P | $11,095 | $51 | $51 | 2020-07-17 | 2022-04-21 | $11,146 |
| GRAPHIC PKG SR NOTES | P | $19,901 | -$901 | -$901 | 2020-11-16 | 2022-11-15 | $19,000 |
| VDIGX | P | $89,924 | $15,076 | $15,076 | 2019-11-27 | 2022-02-23 | $105,000 |
| TRAIX | P | $174,839 | $15,161 | $15,161 | 2019-07-26 | 2022-02-23 | $190,000 |
| LLDYX | P | $206,419 | -$6,419 | -$6,419 | 2019-07-26 | 2022-02-23 | $200,000 |
| FPACX | P | $33,686 | $1,314 | $1,314 | 2020-01-10 | 2022-02-23 | $35,000 |
| PRILX | P | $88,320 | $11,680 | $11,680 | 2020-10-30 | 2022-02-23 | $100,000 |
| VTI | P | $82,135 | $23,611 | $23,611 | 2020-10-30 | 2022-02-23 | $105,746 |
| OGIYX | P | $253,045 | $1,359 | $1,359 | 2019-07-05 | 2022-03-09 | $254,404 |
| LLDYX | P | $405,641 | -$18,350 | -$18,350 | 2019-06-21 | 2022-03-30 | $387,291 |
| VSCSX | P | $41,687 | -$1,687 | -$1,687 | 2019-09-10 | 2022-04-08 | $40,000 |
| AAPL | P | $5,222 | $24,749 | $24,749 | 2016-09-28 | 2022-04-19 | $29,971 |
| VSCSX CORP BDS | P | $156,686 | -$6,686 | -$6,686 | 2019-09-10 | 2022-05-25 | $150,000 |
| RSP | P | $363,989 | $2,290 | $2,290 | 2021-03-16 | 2022-05-25 | $366,279 |
| JNJ | P | $9,706 | $2,169 | $2,169 | 2017-12-28 | 2022-07-25 | $11,875 |
| BMY | P | $9,130 | $2,955 | $2,955 | 2020-04-02 | 2022-07-25 | $12,085 |
| ABT | P | $9,094 | $3,343 | $3,343 | 2020-04-02 | 2022-07-25 | $12,437 |
| PG | P | $9,108 | $2,389 | $2,389 | 2020-04-02 | 2022-07-25 | $11,497 |
| DIS | P | $9,100 | $640 | $640 | 2020-04-02 | 2022-07-25 | $9,740 |
| DEO | P | $9,098 | $4,215 | $4,215 | 2020-04-02 | 2022-07-25 | $13,313 |
| GRMN | P | $9,080 | $3,872 | $3,872 | 2020-04-02 | 2022-07-25 | $12,952 |
| VISA | P | $9,036 | $3,385 | $3,385 | 2020-04-02 | 2022-07-25 | $12,421 |
| GOOGL | P | $8,882 | $8,201 | $8,201 | 2020-04-02 | 2022-07-25 | $17,083 |
| PYPL | P | $9,071 | -$1,080 | -$1,080 | 2020-04-02 | 2022-07-25 | $7,991 |
| VSCSX | P | $58,123 | -$3,123 | -$3,123 | 2019-07-05 | 2022-09-14 | $55,000 |
| JNBSX | P | $30,728 | -$5,728 | -$5,728 | 2021-11-29 | 2022-09-19 | $25,000 |
| VSCSX | P | $252,534 | -$16,127 | -$16,127 | 2019-07-05 | 2022-12-12 | $236,407 |
| VIISX | P | $414,090 | -$65,776 | -$65,776 | 2019-06-21 | 2022-12-13 | $348,314 |
| DIS | P | $4,882 | $10,656 | $10,656 | 2005-02-16 | 2022-12-13 | $15,538 |
| JNJ | P | $98,606 | $27,974 | $27,974 | 2017-12-28 | 2022-12-13 | $126,580 |
| VIGI | P | $189,657 | $270 | $270 | 2022-05-25 | 2022-12-13 | $189,927 |
| VTI | P | $272,071 | $84,241 | $84,241 | 2019-09-23 | 2022-12-13 | $356,312 |
| VMC | P | $5,813 | $1,856 | $1,856 | 2020-02-13 | 2022-01-20 | $7,669 |
| VMC | P | $5,965 | $2,175 | $2,175 | 2019-07-08 | 2022-02-11 | $8,140 |
| MASI | P | $6,486 | -$2,113 | -$2,113 | 2021-03-19 | 2022-02-25 | $4,373 |
| COUP | P | $10,836 | -$5,518 | -$5,518 | 2021-07-16 | 2022-03-08 | $5,318 |
| BKI | P | $36,178 | -$4,432 | -$4,432 | 2021-03-03 | 2022-03-08 | $31,746 |
| TWLO | P | $8,548 | $69 | $69 | 2019-11-08 | 2022-04-05 | $8,617 |
| VRSK | P | $5,118 | $1,081 | $1,081 | 2021-07-06 | 2022-04-28 | $6,199 |
| DG | P | $6,264 | $511 | $511 | 2021-01-08 | 2022-05-06 | $6,775 |
| MKL | P | $6,674 | $1,176 | $1,176 | 2019-07-08 | 2022-05-09 | $7,850 |
| WCN | P | $3,791 | $1,233 | $1,233 | 2020-06-09 | 2022-05-09 | $5,024 |
| SBAC | P | $4,926 | $1,753 | $1,753 | 2019-07-08 | 2022-05-12 | $6,679 |
| TMO | P | $6,807 | $5,796 | $5,796 | 2019-07-08 | 2022-05-20 | $12,603 |
| DG | P | $4,944 | $1,253 | $1,253 | 2021-01-08 | 2022-07-25 | $6,197 |
| AMT | P | $6,049 | $687 | $687 | 2020-10-01 | 2022-08-04 | $6,736 |
| MKL | P | $13,324 | $1,069 | $1,069 | 2019-07-08 | 2022-08-04 | $14,393 |
| AMT | P | $5,052 | $1,127 | $1,127 | 2019-07-08 | 2022-08-05 | $6,179 |
| WCN | P | $10,857 | $5,558 | $5,558 | 2019-07-19 | 2022-09-20 | $16,415 |
| CSGP | P | $12,997 | -$822 | -$822 | 2021-07-12 | 2022-10-31 | $12,175 |
| VBSK | P | $4,644 | $923 | $923 | 2019-07-08 | 2022-10-05 | $5,567 |
| MA | P | $6,167 | -$422 | -$422 | 2019-07-12 | 2022-10-26 | $5,745 |
| VISA | P | $15,122 | $1,900 | $1,900 | 2019-07-12 | 2022-10-26 | $17,022 |
| OKTA | P | $8,637 | -$5,640 | -$5,640 | 2019-07-08 | 2022-11-07 | $2,997 |
| IDXX | P | $3,391 | $2,738 | $2,738 | 2020-04-03 | 2022-11-15 | $6,129 |
| AZTA | P | $13,584 | -$2,938 | -$2,938 | 2021-02-03 | 2022-11-21 | $10,646 |
| ISRG | P | $11,898 | $6,643 | $6,643 | 2019-07-08 | 2022-12-14 | $18,541 |
| CAPITAL GAINS DIVIDENDS | P | $133,665 | $133,665 | $133,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $267,426 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,386 | 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 | $21,386 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,826 | OverpaymentAmt |
| Applied To ES Tax | $14,826 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA A NICHOLL | IndividualWithBooksNm |
| Phone | 4104421429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 DAY ROAD | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217845607 | 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 |
|---|---|---|---|---|---|---|---|---|
| TERESA A NICHOLL | ||||||||
| 1124 DAY ROAD | SYKESVILLE | MD | 21784 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| PETER T NICHOLL | ||||||||
| 1124 DAY ROAD | SYKESVILLE | MD | 21784 | VP/SEC | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $11,656,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,964,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,964,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,784,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,560 | TotalTaxAmt |
| Distributable Before Adj | $582,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $582,682 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $582,682 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,110,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,110,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $277,926 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $372,856 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $422,828 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $467,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $496,365 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,037,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,110,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $582,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $527,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,564,965 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $277,926 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,287,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $372,856 | ExcessFromYear4Amt |
| Excess From Year3 | $422,828 | ExcessFromYear3Amt |
| Excess From Year2 | $467,672 | ExcessFromYear2Amt |
| Excess From Year1 | $496,365 | ExcessFromYear1Amt |
| Excess From Current Year | $527,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TERESA A NICHOLL | ContributingManagerNm |
| Contributing Manager | PETER T NICHOLL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP GLOW | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | DONATION | $10,000 |
| CARROLL COUNTY HOSPICE | |||||||
| 95 CARROLL STREET | WESTMINSTER | MD | 21157 | NONE | 501(C)(3) | DONATION | $10,000 |
| CHILDREN'S ROADS TO RECOVERY INC | |||||||
| 3155 PRESIDENTIAL DRIVE STE 104 | ATLANTA | GA | 30340 | NONE | 501(C)(3) | DONATION | $10,000 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PKWY | IRVINE | CA | 92618 | NONE | 501(C)(3) | DONATION | $20,000 |
| HEALTHCARE FOR THE HOMELESS | |||||||
| 111 PARK AVENUE | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | DONATION | $25,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 212182683 | NONE | 501(C)(3) | DONATION | $640,000 |
| MEDSTAR UNION MEMORIAL HOSPITAL | |||||||
| 201 E UNIVERSITY PKWY | BALTIMORE | MD | 212182683 | NONE | 501(C)(3) | DONATION | $100,000 |
| MOTHER SETON ACADEMY | |||||||
| 724 SOUTH ANN STREET | BALTIMORE | MD | 21231 | NONE | 501(C)(3) | DONATION | $100,000 |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||||
| PO BOX 810 | MEMPHIS | TN | 38101 | NONE | 501(C)(3) | DONATION | $50,000 |
| THE CARTER CENTER | |||||||
| ONE COPENHILL 453 FREEDOM PWY | ATLANTA | GA | 30307 | NONE | 501(C)(3) | DONATION | $20,000 |
| THE LEAST OF THESE MINISTRIES | |||||||
| 170 AIRPORT ROAD | WESTMINSTER | MD | 21157 | NONE | 501(C)(3) | DONATION | $5,000 |
| THE MARIANISTS OF AMERICA | |||||||
| 4425 WEST PINE BLVD | ST LOUIS | MO | 63108 | NONE | 501(C)(3) | DONATION | $10,000 |
| THE UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC (UMBF) | |||||||
| 515 W LOMBARD ST 3RD FLR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | DONATION | $100,000 |
| WINGS OF LOVE INC | |||||||
| 333 S RENO ST | LOA ANGELES | CA | 90057 | NONE | 501(C)(3) | DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,110,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,283 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $267,426 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $514,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $514,709 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PETER AND TERESA NICHOLL | |||||||
| 1 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $696,301 | Yes (X) | |
| PETER AND TERESA NICHOLL | |||||||
| 2 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $267,662 | Yes (X) | |
| PETER AND TERESA NICHOLL | |||||||
| 3 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $5,855 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $696,301 | 2022-12-29 |
| 2 | MARKETABLE SECURITIES | $267,662 | 2022-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,855 | Amt |
| Net Investment Income | $3,855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A, 8B, NOT REQUIRED TO FILE WITH MD | FormAndLineReferenceDesc |
| Medium Explanation | PART VII-A, 8B, NOT REQUIRED TO FILE WITH MD | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,088,723 | EOYBookValueAmt |
| EOYFMV | $2,894,261 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,016,601 | EOYBookValueAmt |
| EOYFMV | $5,100,362 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,772,138 | $2,467,581 |
| PARTNERSHIPS | AT COST | $1,412,722 | $1,794,893 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET BASIS ADJUSTMENTS | Desc |
| Amt | $1,215,338 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $53,819 | $289 | $0 |
| PARTNERSHIP NET LOSSES | $30,451 | $30,451 | $0 |
| INVESTMENT EXPENSES | $14,274 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER TERESA NICHOLL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 DAY ROAD | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217845607 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $9,805 | $0 | $0 |
| FOREIGN TAXES | $4,152 | $4,152 | $0 |