THE NICHOLL FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE NICHOLL FAMILY FOUNDATION INC (EIN 52-2347387)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202232979349100608
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T10:59:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-20 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $14,308,328 | 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 | $985,286 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $256,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,139,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,260,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,139,914 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,381,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,396,315 | 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 | $2,726 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36,861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,861 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,416 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,640 | 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 | $1,199,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,110,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,181,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,361,675 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $436,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $683,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $683,507 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,727,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $773,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $999,966 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,490,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,679,518 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,658,954 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,610,163 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,394,055 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,965,901 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,264,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,530,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,308,328 | 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 | $11,264,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,530,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,264,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,530,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,264,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,530,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,264,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,181,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $84,136 | OtherIncreasesAmt |
| Subtotal | $12,530,581 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,530,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (91 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CARMAX 101 SHS | P | 2020-10-19 | 2021-02-17 | $12,249 | $9,535 | $2,714 | $2,714 |
| VERISK ANALYTICS 52 SHS | P | 2021-07-06 | 2021-10-06 | $10,432 | $9,177 | $1,255 | $1,255 |
| 6 GOOG | P | 2021-01-04 | $10,518 | $6,895 | $3,623 | $3,623 | |
| 3 AMZN | P | 2021-01-04 | $9,701 | $5,958 | $3,743 | $3,743 | |
| 880 CISCO | P | 2021-12-23 | 2021-12-27 | $55,677 | $54,146 | $1,531 | $1,531 |
| 61 BLACKROCK | P | 2021-12-23 | 2021-12-27 | $56,007 | $55,604 | $403 | $403 |
| 400 QUALCOMM | P | 2021-12-23 | 2021-12-27 | $74,232 | $72,552 | $1,680 | $1,680 |
| 1500 APPL | P | 2020-04-02 | 2021-12-27 | $269,631 | $245,946 | $23,685 | $23,685 |
| 117 ORGANON | P | 2021-12-23 | 2021-12-27 | $3,511 | $3,511 | $0 | $0 |
| 790 MSFT | P | 2014-02-03 | 2021-12-27 | $269,373 | $78,846 | $190,527 | $190,527 |
| 210 JP MORGAN | P | 2021-12-23 | 2021-12-27 | $33,125 | $32,907 | $218 | $218 |
| 1600 QUALCOM | P | 2020-12-21 | 2021-11-29 | $293,599 | $233,416 | $60,183 | $60,183 |
| 30 MSFT | P | 2014-02-03 | 2021-11-08 | $10,094 | $2,994 | $7,100 | $7,100 |
| 589 TARGET | P | 2020-12-21 | 2021-11-29 | $146,885 | $100,719 | $46,166 | $46,166 |
| 3614 DEL IVY SCI & TECH | P | 2019-07-26 | 2021-09-03 | $432,288 | $294,659 | $137,629 | $137,629 |
| 85 GENMAB | P | 2020-12-21 | 2021-03-17 | $28,819 | $33,558 | -$4,739 | -$4,739 |
| 246 ASML HLRG | P | 2020-12-21 | 2021-03-17 | $135,181 | $114,980 | $20,201 | $20,201 |
| 42 ALCON | P | 2020-12-21 | 2021-03-17 | $2,596 | $2,372 | $224 | $224 |
| 13644 DIMENSIONAL US CORE EQUITY | P | 2019-07-05 | 2021-03-16 | $346,403 | $260,030 | $86,373 | $86,373 |
| 1838 INTEL | P | 2014-02-03 | 2021-03-16 | $118,982 | $83,519 | $35,463 | $35,463 |
| 83 BROADCOM | P | 2020-12-21 | 2021-03-16 | $39,686 | $35,512 | $4,174 | $4,174 |
| 285 MSFT | P | 2020-12-21 | 2021-03-16 | $67,760 | $28,445 | $39,315 | $39,315 |
| 516 NORFOLK SOUTHERN | P | 2014-02-03 | 2021-03-16 | $132,849 | $118,094 | $14,755 | $14,755 |
| 1000 MICROCHIP TECH | P | 2020-12-21 | 2021-03-16 | $149,880 | $136,430 | $13,450 | $13,450 |
| 1008 TWITTER | P | 2017-01-09 | 2021-03-16 | $69,925 | $30,502 | $39,423 | $39,423 |
| 93 VERTEX PHARM | P | 2020-12-21 | 2021-03-16 | $20,202 | $21,594 | -$1,392 | -$1,392 |
| 2300 SEAGATE | P | 2020-12-21 | 2021-03-16 | $173,511 | $148,074 | $25,437 | $25,437 |
| 170 UNTD HEALTH | P | 2020-12-21 | 2021-03-16 | $60,199 | $56,640 | $3,559 | $3,559 |
| 62 AMT | P | 2021-11-23 | $16,180 | $15,880 | $300 | $300 | |
| 29 TECH | P | 2021-10-28 | $13,856 | $6,133 | $7,723 | $7,723 | |
| 70 KMX | P | 2021-05-11 | $8,623 | $6,237 | $2,386 | $2,386 | |
| 121 CBRE | P | 2021-03-05 | $8,437 | $5,812 | $2,625 | $2,625 | |
| 26 DHR | P | 2021-12-03 | $8,108 | $3,722 | $4,386 | $4,386 | |
| 163 ENV | P | 2021-07-09 | $12,568 | $11,496 | $1,072 | $1,072 | |
| 12 IDXX | P | 2019-07-19 | 2021-07-01 | $7,626 | $2,907 | $4,719 | $4,719 |
| 9 ISRG | P | 2019-07-12 | 2021-07-16 | $8,571 | $4,849 | $3,722 | $3,722 |
| 10 MKL | P | 2021-11-18 | $12,500 | $11,233 | $1,267 | $1,267 | |
| 21 MCO | P | 2021-07-12 | $7,844 | $4,235 | $3,609 | $3,609 | |
| 424 PRO | P | 2021-06-15 | $19,303 | $20,514 | -$1,211 | -$1,211 | |
| 111 QLYS | P | 2019-08-14 | 2021-03-17 | $13,050 | $9,398 | $3,652 | $3,652 |
| 66 ROP | P | 2019-07-08 | 2021-08-13 | $31,417 | $24,706 | $6,711 | $6,711 |
| 13 TMO | P | 2019-07-08 | 2021-10-27 | $8,030 | $3,848 | $4,182 | $4,182 |
| 16 TYL | P | 2019-07-08 | 2021-01-04 | $6,887 | $3,516 | $3,371 | $3,371 |
| 42 VMC | P | 2020-02-13 | 2021-12-06 | $8,112 | $6,104 | $2,008 | $2,008 |
| ACADIA HLTH 5.65 | P | 2020-09-30 | 2021-03-17 | $20,000 | $20,151 | -$151 | -$151 |
| ALBERTSONS 5.75 | P | 2020-08-12 | 2021-01-04 | $12,345 | $12,370 | -$25 | -$25 |
| APX 8.5 | P | 2021-06-02 | 2021-07-24 | $13,553 | $13,541 | $12 | $12 |
| APX 7.875 | P | 2021-02-23 | 2021-07-24 | $13,000 | $13,052 | -$52 | -$52 |
| BERRY GLOBAL 5.125 | P | 2020-09-25 | 2021-01-26 | $19,077 | $19,229 | -$152 | -$152 |
| BLUE CUBE SPINCO | P | $21,999 | $22,223 | -$224 | -$224 | ||
| BOYD GAMING 6.0 | P | 2021-04-22 | 2021-06-09 | $19,759 | $19,730 | $29 | $29 |
| CDK GLOBAL 5.875 | P | 2020-09-02 | 2021-04-23 | $19,703 | $19,945 | -$242 | -$242 |
| CEDAR FAIR 5.375 | P | 2021-11-16 | 2021-12-17 | $7,063 | $7,076 | -$13 | -$13 |
| CENTENE 4.75 | P | 2020-03-23 | 2021-03-12 | $20,475 | $18,206 | $2,269 | $2,269 |
| CHAMPIONX 6.375 | P | 2021-11-30 | 2021-12-27 | $4,191 | $4,148 | $43 | $43 |
| CLEARWAY ENERGY BDS | P | $39,584 | $39,364 | $220 | $220 | ||
| CLEVELAND CLIFFS 5.75 | P | 2021-02-10 | 2021-06-26 | $20,575 | $20,517 | $58 | $58 |
| COMMERCIAL METAL BDS | P | $11,515 | $11,306 | $209 | $209 | ||
| DANA 5.5 | P | 2020-12-15 | 2021-05-13 | $20,390 | $20,404 | -$14 | -$14 |
| ICAHN ENT 6.25 | P | 2020-05-13 | 2021-04-12 | $4,000 | $3,991 | $9 | $9 |
| LAMAR ADV 5.75 | P | 2020-10-20 | 2021-02-03 | $19,546 | $19,711 | -$165 | -$165 |
| LEVI 5.0 | P | 2020-09-10 | 2021-03-04 | $14,350 | $14,339 | $11 | $11 |
| MARRIOTT 6.5 | P | 2021-07-13 | 2021-09-15 | $20,650 | $20,812 | -$162 | -$162 |
| PENSKE AUTO 5.5 | P | 2021-04-14 | 2021-06-24 | $20,550 | $20,613 | -$63 | -$63 |
| SBA COMM BDS | P | $40,446 | $40,542 | -$96 | -$96 | ||
| SUNOCO LP 4.875 | P | 2020-10-27 | 2021-01-15 | $13,158 | $13,170 | -$12 | -$12 |
| T-MOBLIE 4.5 | P | 2020-10-07 | 2021-08-23 | $19,427 | $19,492 | -$65 | -$65 |
| TELEFLEX 4.875 | P | 2020-09-18 | 2021-06-01 | $19,463 | $19,661 | -$198 | -$198 |
| TEMPUR SEALY 5.5 | P | 2021-06-15 | $19,523 | $19,703 | -$180 | -$180 | |
| TENET HLTH 4.625 | P | 2021-06-17 | 2021-09-10 | $12,139 | $12,167 | -$28 | -$28 |
| ADT SEC 3.5 | P | 2020-09-14 | 2021-08-28 | $19,523 | $19,212 | $311 | $311 |
| VALVOLINE 4.375 | P | 2020-11-12 | 2021-01-14 | $19,623 | $19,584 | $39 | $39 |
| WESCO 5.375 | P | $25,269 | $25,335 | -$66 | -$66 | ||
| XCEL 7.25 | P | 2021-04-06 | 2021-08-24 | $19,689 | $19,765 | -$76 | -$76 |
| ALLEGHENY TECH | P | 2020-02-25 | 2021-10-14 | $6,773 | $6,263 | $510 | $510 |
| BALL 5.0 | P | 2020-06-17 | 2021-10-28 | $19,321 | $19,202 | $119 | $119 |
| CF IND 3.45 | P | 2020-07-17 | 2021-09-10 | $8,414 | $8,106 | $308 | $308 |
| CINEMARK 5.125 | P | 2019-09-30 | 2021-04-15 | $15,000 | $15,136 | -$136 | -$136 |
| COMM METAL 5.75 | P | 2019-12-11 | 2021-02-19 | $9,330 | $9,364 | -$34 | -$34 |
| FELCOR LODGING 6.0 | P | 2019-10-15 | 2021-09-28 | $10,200 | $10,304 | -$104 | -$104 |
| ICAHN BDS 6.25 | P | 2019-12-10 | $15,000 | $15,161 | -$161 | -$161 | |
| LEVI 5.0 | P | 2020-09-10 | 2021-09-30 | $5,083 | $5,102 | -$19 | -$19 |
| M/I HOMES 5.625 | P | 2020-08-18 | 2021-08-24 | $9,253 | $9,282 | -$29 | -$29 |
| NEW ALBERTSONS 5.75 | P | 2020-08-12 | 2021-11-01 | $3,043 | $3,076 | -$33 | -$33 |
| SPECTRUM BRANDS 6.125 | P | 2019-10-04 | 2021-03-03 | $10,231 | $10,295 | -$64 | -$64 |
| TEMPUR SEALY BDS 5.65 | P | 2019-09-26 | $9,127 | $9,201 | -$74 | -$74 | |
| TENNANT CO 5.625 | P | 2021-05-03 | $18,506 | $18,661 | -$155 | -$155 | |
| WESCO 5.375 | P | 2019-10-03 | 2021-01-14 | $15,000 | $15,044 | -$44 | -$44 |
| P | $0 | $0 | |||||
| GOLUB 12 | P | 2021-12-31 | $2,674 | $2,674 | $2,674 | ||
| CAPITAL GAINS DIVIDENDS | P | $328,708 | $328,708 | $328,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,139,914 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,805 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,313 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,386 | OverpaymentAmt |
| Applied To ES Tax | $21,386 | 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 | $12,532,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,843,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,843,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,651,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $632,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $632,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,927 | TotalTaxAmt |
| Distributable Before Adj | $613,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $613,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $613,635 | 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 | $613,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $329,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $277,926 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $372,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $422,828 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $467,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,870,634 | 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 | $613,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,366,999 | 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 | $329,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,037,647 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $277,926 | ExcessFromYear4Amt |
| Excess From Year3 | $372,856 | ExcessFromYear3Amt |
| Excess From Year2 | $422,828 | ExcessFromYear2Amt |
| Excess From Year1 | $467,672 | ExcessFromYear1Amt |
| Excess From Current Year | $496,365 | 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 |
| 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 |
| 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 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PKWY | IRVINE | CA | 92618 | NONE | 501(C)(3) | DONATION | $20,000 |
| MEDSTAR UNION MEMORIAL HOSPITAL | |||||||
| 201 E UNIVERSITY PKWY | BALTIMORE | MD | 212182683 | NONE | 501(C)(3) | DONATION | $100,000 |
| 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 | $256,401 | 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 | $1,139,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,396,315 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,396,315 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER AND TERESA NICHOLL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $985,286 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $985,286 | FairMarketValueAmt |
| Received | 2021-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,726 | Amt |
| Net Investment Income | $1,363 | 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 | $2,679,518 | EOYBookValueAmt |
| EOYFMV | $2,658,954 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $773,501 | EOYBookValueAmt |
| EOYFMV | $999,966 | 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 | $7,348,499 | $8,920,345 |
| PARTNERSHIPS | AT COST | $1,045,556 | $1,045,556 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $19,312 | $421 | $0 |
| PARTNERSHIP NET LOSSES | $30,995 | $30,995 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET BASIS ADJUSTMENTS | Desc |
| Amt | $84,136 | Amt |
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 | $35,000 | $0 | $0 |
| FOREIGN TAXES | $1,861 | $1,861 | $0 |