NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202211339349101211
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T08:08:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231925078 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGER SWISHER & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 NORTH THIRD STREET | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256823641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIKOLAUS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NIKO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 305 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M NIKOLAUS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | NIKOLAUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL L REINER CPA | PreparerPersonNm |
| PTIN | P00028077 | PTIN |
| Phone | 7176842077 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,779,085 | 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 | $115,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $113,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,872 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,872 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $229,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,874 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $113,874 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $190 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,948 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,874 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113,874 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,481 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,709,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,709,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,614,218 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $109,298 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $109,298 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $109,298 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,712,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,874,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,779,085 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $110,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $110,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,712,037 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,764,423 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,712,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,764,423 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,712,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,874,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,712,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,764,423 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,764,423 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,583 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,583 | SubtotalAmt |
| Tax Based On Investment Income | $1,583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,705 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,705 | TotalPaymentsAndCreditsAmt |
| Overpayment | $122 | OverpaymentAmt |
| Applied To ES Tax | $122 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | JOHN M NIKOLAUS | IndividualWithBooksNm |
| Phone | 7179511124 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 KAMES HILL ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD H NIKOLAUS | ||||||||
| PO BOX 305 | SILVER SPRING | PA | 17575 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL J NIKOLAUS III | ||||||||
| PO BOX 305 | SILVER SPRING | PA | 17575 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN M NIKOLAUS | ||||||||
| PO BOX 305 | SILVER SPRING | PA | 17575 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,556,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,580,640 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,580,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,541,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,583 | TotalTaxAmt |
| Distributable Before Adj | $125,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,514 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $170,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,514 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $224,411 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $158,119 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $177,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,330 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,178 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $690,808 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $125,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,236 | RemainingDistriFromCorpusAmt |
| Total Corpus | $736,044 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $224,411 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $511,633 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $158,119 | ExcessFromYear4Amt |
| Excess From Year3 | $177,770 | ExcessFromYear3Amt |
| Excess From Year2 | $100,330 | ExcessFromYear2Amt |
| Excess From Year1 | $30,178 | ExcessFromYear1Amt |
| Excess From Current Year | $45,236 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD H NIKOLAUS | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOLY TRINITY ROMAN CATHOL | |||||||||||
| 548 CHERRY STREET | COLUMBIA | PA | 17512 | CHURCH | CEMETERY CARE | $250 | |||||
| DIOCESE OF HARRISBURG | |||||||||||
| 4800 UNION DEP RD | HARRISBURG | PA | 17111 | PUBLIC | SPIRITUAL DEVELOPMENT | $5,000 | |||||
| THE INSTITUTE OF PRIESTLY FORMATION | |||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | PUBLIC | SPIRITUAL DEVELOPMENT | $3,000 | |||||
| MISSIONARIES OF THE PRECIOUS BLOOD | |||||||||||
| PUBLIC | FOREIGN MISSIONS | $9,000 | VIALE DI PORTAARDEATINA66 | ROME | IT | 00154 | |||||
| OUR LADY OF THE ANGELS SCHOOL | |||||||||||
| 404 CHERRY STREET | COLUMBIA | PA | 17512 | SCHOOL | GENERAL CONTRIBUTION | $140,000 | |||||
| LANCASTER CATHOLIC HIGH SCHOOL | |||||||||||
| 650 JULIETTE AVENUE | LANCASTER | PA | 17601 | SCHOOL | LIBRARY AND DEVELOPMENT OFFICE | $5,000 | |||||
| THE FELLOWSHIP | |||||||||||
| 30 NORTH LASALLE STREET | CHICAGO | IL | 606022584 | PUBLIC | SUPPORT HOLOCAUST SURVIVORS | $200 | SUITE 4300 | ||||
| HOLY TRINITY HOLY NAME SOCIETY | |||||||||||
| 409 CHERRY STREET | COLUMBIA | PA | 17512 | CHURCH | MEN'S GROUP IN PARISH | $100 | |||||
| TRANSPLANT FOUNDATION | |||||||||||
| 401 N 3RD STREET | PHILADELPHIA | PA | 19123 | PUBLIC | DONORS ARE HEROES PROGRAM | $3,500 | |||||
| KNIGHTS OF COLUMBUS HOME ASSOC | |||||||||||
| PO BOX 26 | COLUMBIA | PA | 17512 | PUBLIC | ROOF PROJECT | $500 | |||||
| VILLANOVA UNIVERSITY | |||||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | COLLEGE | CAMPUS MINISTRY | $2,000 | |||||
| DOMINICAN NUNS | |||||||||||
| 2636 MONASTERY ROAD | LINDEN | VA | 22642 | CHURCH | MINISTRY | $1,000 | |||||
| ST ANNE'S RETIREMENT COMMUNITY | |||||||||||
| 3952 COLUMBIA AVENUE | COLUMBIA | PA | 17512 | PUBLIC | GENERAL CHARITABLE PURPOSE | $1,000 | |||||
| MERCY SHIPS | |||||||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 75771 | PUBLIC | MEDICAL SERVICES | $200 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,874 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD H NIKOLAUS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 QUARRY ROAD PO BOX 286 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $113,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,400 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 166,369 SHARES DONEGAL GROUP CL A | $2,464,056 | $2,377,413 |
| 3,938 SHARES DONEGAL GROUP CL B | $71,672 | $53,044 |
| 9,933 SHARES COLUMBIA WATER CO | $173,828 | $183,761 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $109,298 | CostOrOtherBasisAmt |
| Book Value | $109,298 | BookValueAmt |
| EOYFMV | $109,298 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| D&O INSURANCE | $2,117 |
| PO BOX | $160 |
| INVESTMENT EXPENSE | $1,671 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORTGAGE - CHERRY STREET | Desc |
| EOY Book Value | $110,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NIKOLAUS AND HOHENADEL | CategoryTxt |
| Amt | $190 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD NIKOLAUS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 QUARRY DRIVE | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17575 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,000 | Amt |
Comments