FURP.ORG / PUBLIC DATA EXPLORER

THE NICHOLL FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE NICHOLL FAMILY FOUNDATION INC (EIN 52-2347387)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-07
IRS object ID
202112809349100111
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-07T10:38:43-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521268363PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DRAPER & MCGINLEY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1365 W PATRICK STAddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522347387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NICHOLL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNICHBusinessNameControlTxt
Phone4102447005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11124 DAY ROADAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP217845607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERESA A NICHOLLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4102447005PhoneNum
Signature2021-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTERESAPersonFirstNm
Person LastNICHOLLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL MCGINLEYPreparerPersonNm
PTINP00227772PTIN
Phone3016947411PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,867,831FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,001,389ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$193,694DividendsRevAndExpnssAmt
Dividends Net Invst Incm$193,694DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$177,303NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,294,924GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$177,303CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,372,386TotalRevAndExpnssAmt
Total Net Invst Incm$370,997TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,397AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,198AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,044TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,013TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,524OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,965TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,211TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$990,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$990,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,009,965TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,211TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$990,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$362,421ExcessRevenueOverExpensesAmt
Net Investment Income$365,786NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,491,233SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$436,200SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$436,200SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,531,871CorporateStockBOYAmt
Corporate Stock EOY$3,727,684CorporateStockEOYAmt
Corporate Stock EOYFMV$4,606,359CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,651,977CorporateBondsBOYAmt
Corporate Bonds EOY$2,490,691CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,510,128CorporateBondsEOYFMVAmt
Other Investments BOY$1,297,551OtherInvestmentsBOYAmt
Other Investments EOY$4,610,163OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,315,144OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,124OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$10,975,756TotalAssetsBOYAmt
Total Assets EOY$11,264,738TotalAssetsEOYAmt
Total Assets EOYFMV$12,867,831TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,975,756RetainedEarningBOYAmt
Retained Earning EOY$11,264,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,975,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,264,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,975,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,264,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,975,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$362,421ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,338,177SubtotalAmt
Other Decreases$73,439OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,264,738TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (113 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDt
PROOFP$628$628$628
USSCXP$223,619-$52,818-$52,8182020-01-03$276,437
ADSKP$26,557$5,364$5,3642020-01-10$21,193
AGNP$46,995$1,056$1,0562020-01-10$45,939
ALC OLDP$18,938$2,500$2,5002020-01-10$16,438
CREEP$7,238$505$5052020-01-10$6,733
DRIP$68,748$3,657$3,6572020-01-10$65,091
GROYXP$89,301$4,073$4,0732020-01-10$85,228
IBDSFP$18,502$4$42020-01-10$18,498
LHXP$39,369$2,416$2,4162020-01-10$36,953
NVSP$26,293$306$3062020-01-10$25,987
TSMP$72,837$1,314$1,3142020-01-10$71,523
TYHYXP$104,879$1,053$1,0532020-01-10$103,826
WALMART BDP$58,273$1,264$1,2642020-02-19$57,009
FPACXP$100,000$1,531$1,5312020-02-19$98,469
ISTIXP$50,000-$416-$4162020-02-19$50,416
MCHPP$109,753$5,233$5,2332020-02-19$104,520
STXP$124,933-$11,641-$11,6412020-02-19$136,574
THISXP$50,000$589$5892020-02-19$49,411
SNOXXP$775,000$0$0$775,000
IVWP$19,992-$1,254-$1,2542020-04-02$21,246
SPLVP$83,045-$22,565-$22,5652020-04-02$105,610
SNOXXP$250,000$0$02020-04-22$250,000
DISCOVERY INCP$7,143-$2,307-$2,3072020-06-02$9,450
IBDSFP$373$35$352020-06-02$338
SNOXXP$125,000$0$02020-10-30$125,000
HLMEXP$254,568$3,508$3,5082020-10-30$251,060
IVWP$100,571-$36,491-$36,4912020-10-30$137,062
MSFTP$106,472$61,270$61,2702020-10-30$45,202
CMCSAP$50,275-$862-$8622020-10-30$51,137
KOP$52,241$2,433$2,4332020-10-30$49,808
GOOGP$8,345$1,334$1,3342020-06-26$7,0112019-08-07
AMZNP$10,988$2,947$2,9472020-06-26$8,0412019-07-12
ANSSP$10,897$2,620$2,6202020-06-26$8,2772019-07-12
BLP$25,709$7,655$7,655$18,054
BRKSP$17,522-$3,035-$3,035$20,557
CSGPP$4,706$589$5892020-03-10$4,1172019-07-12
ECLP$8,642-$2,111-$2,1112020-03-19$10,7532019-07-12
ENVP$3,764$554$5542020-02-20$3,2102019-07-12
FASTP$4,779-$248-$2482020-04-02$5,0272019-07-08
HEIAP$5,423$431$4312020-06-03$4,9922020-03-11
ILMNP$3,535-$1,327-$1,3272020-03-30$4,8622019-07-08
MKLP$5,744-$1,096-$1,0962020-10-19$6,8402019-12-31
MARP$21,588-$13,199-$13,1992020-03-30$34,7872020-03-06
MCOP$5,697$1,426$1,4262020-02-11$4,2712019-07-12
OKTAP$5,623$1,393$1,3932020-06-05$4,2302019-07-08
QLYSP$5,804$981$9812020-06-09$4,8232019-07-08
SPGIP$10,881$1,020$1,0202020-04-02$9,8612019-07-19
TDGP$6,441$1,464$1,4642020-02-20$4,9772019-07-12
TWLOP$4,515$2,553$2,5532020-06-18$1,9622019-11-08
TYLP$19,220$6,638$6,6382020-06-05$12,5822019-07-08
VRSKP$15,689-$571-$5712020-03-20$16,2602019-07-12
VISAP$5,118-$468-$4682020-03-13$5,5862019-07-19
WCNP$7,499$676$6762020-10-19$6,8232020-06-09
WCNP$14,907$196$1962020-03-11$14,7112019-07-08
CBREP$8,616$637$6372020-11-10$7,9792019-07-12
PROP$6,422-$3,003-$3,0032020-12-11$9,4252019-07-12
ROPP$9,708$510$5102020-12-16$9,1982019-07-12
TDGP$5,376-$71-$712020-10-16$5,4472019-07-08
TYLP$6,314$2,798$2,7982020-10-22$3,5162019-07-08
WCNP$8,330$544$5442020-10-19$7,7862019-07-08
ACADIA HLTHP$20,000-$23-$232020-07-10$20,023
ALBERTSONS COMPP$19,629-$26-$262020-09-11$19,6552020-06-02
ALBERTSONS COMPP$4,115-$16-$162020-09-16$4,1312020-08-12
ALLEGHENY TECHNOP$6,174-$255-$2552020-07-09$6,4292020-02-25
AVANOS MEDP$16,000$278$2782020-10-15$15,7222020-03-17
BERRY GLBLP$19,000-$181-$1812020-10-15$19,1812020-06-04
BLUE CUBEP$16,416-$705-$705$17,121
CCO HLDGSP$15,131-$39-$392020-04-03$15,1702019-10-01
CDW CORPP$19,713-$20-$202020-09-09$19,7332020-01-16
CEMEXP$15,000$0$02020-03-15$15,0002019-10-28
CENTENEP$14,429-$111-$1112020-02-27$14,5402019-10-08
CREDIT ACCEPTANP$15,000-$68-$682020-01-17$15,0682019-10-02
DELL EMCP$18,000$0$02020-06-01$18,0002020-03-23
DYCOM INDP$13,268$43$432020-06-04$13,2252020-03-03
ELDORADO RESORTSP$13,399-$1,177-$1,1772020-05-07$14,5762019-10-03
ENCOMPASS HLTHP$10,000-$135-$1352020-11-01$10,1352020-01-15
ENERPACP$15,000-$120-$1202020-06-15$15,1202019-09-27
HOWMETP$14,282$91$912020-04-06$14,1912019-10-22
ICAHN ENTP$15,000-$162-$1622020-02-01$15,1622019-09-30
INFOR USP$19,000-$226-$2262020-05-26$19,2262019-10-31
IRON MTNP$19,380$3$32020-06-29$19,3772020-01-23
LAMAR ADVP$8,067-$59-$592020-08-31$8,1262019-10-07
LAMAR ADVP$7,058-$50-$502020-09-16$7,1082019-10-07
LEARP$19,499-$7-$72020-03-21$19,5062020-01-27
LEVEL 3P$15,000-$54-$542020-07-15$15,0542019-10-16
LEVEL 3P$8,000-$28-$282020-07-15$8,0282020-01-24
LEVEL 3P$20,000-$75-$752020-09-11$20,0752020-07-29
M/I HOMESP$10,000-$89-$892020-01-22$10,0892019-10-24
MASTECP$19,154-$33-$332020-08-19$19,1872020-02-12
MPT OPERATINGP$19,606$34$342020-12-19$19,572
NIELSON FINP$16,000-$19-$192020-06-04$16,0192019-10-09
NORTONLIFELOCKP$15,000$0$02020-09-15$15,0002019-10-10
PENSKEP$19,000-$225-$2252020-10-01$19,2252020-01-31
PTCP$12,360-$106-$1062020-05-15$12,4662020-01-21
REYNOLDS GRPP$14,537-$70-$702020-02-04$14,6072019-11-07
RHPP$17,632-$723-$7232020-03-09$18,3552020-01-21
SERV CORPP$19,340-$145-$1452020-09-10$19,485
STEEL DYNP$19,523-$39-$392020-07-05$19,5622020-01-23
STEEL DYNP$19,392-$51-$512020-11-09$19,4432020-08-24
TMOBILEP$14,297-$136-$1362020-09-01$14,4332019-10-01
TEGNAP$17,000-$40-$402020-02-11$17,0402019-10-02
AESP$13,238$18$182020-12-09$13,220
AESP$10,096-$67-$672020-06-05$10,1632019-10-30
TREEHOUSEP$13,000-$20-$202020-09-25$13,0202020-04-29
UNTD RENTALSP$19,439-$99-$992020-10-15$19,5382020-08-12
UNTD RENTALSP$19,523-$192-$1922020-08-28$19,7152020-01-17
VALVOLINEP$14,578$28$282020-03-11$14,5502019-11-12
WELBILTP$8,212-$254-$2542020-09-10$8,4662019-10-02
ENCOMPASS HLTHP$16,000-$184-$1842020-11-01$16,1842019-10-24
TEMPUR SEALYP$6,084-$60-$602020-11-09$6,1442019-09-26
WELBILTP$6,187-$146-$1462020-11-18$6,3332019-10-02
CAPITAL GAINS DIVIDENDSP$200,821$200,821$200,821
FieldValueIRS element (for citing)
Capital Gain Net Income$177,303CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,084InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,084SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,084TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$681EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$35,681TotalPaymentsAndCreditsAmt
Es Penalty$89EsPenaltyAmt
Overpayment$30,508OverpaymentAmt
Applied To ES Tax$30,508AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERESA A NICHOLLIndividualWithBooksNm
Phone4104421429PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11124 DAY ROADAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP217845607ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TERESA A NICHOLL
1124 DAY ROADSYKESVILLEMD21784PRES/TREAS1.00$0$0$0
PETER T NICHOLL
1124 DAY ROADSYKESVILLEMD21784VP/SEC1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,119,992AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$588,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,708,863TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,708,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$160,633CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,548,230NetVlNoncharitableAssetsAmt
Minimum Investment Return$527,412MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$527,412MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,084TaxBasedOnInvestmentIncomeAmt
Total Tax$5,084TotalTaxAmt
Distributable Before Adj$522,328DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$522,328DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$522,328DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$990,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$990,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$990,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$522,328DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$249,273ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$329,352ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$277,926ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$372,856ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$422,828ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,652,235TotalExcessDistributionCyovAmt
Qualifying Distributions$990,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$522,328AppliedToCurrentYearAmt
Remaining Distri From Corpus$467,672RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,119,907TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$249,273ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,870,634ExcessDistriCyovToNextYrAmt
Excess From Year4$329,352ExcessFromYear4Amt
Excess From Year3$277,926ExcessFromYear3Amt
Excess From Year2$372,856ExcessFromYear2Amt
Excess From Year1$422,828ExcessFromYear1Amt
Excess From Current Year$467,672ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTERESA A NICHOLLContributingManagerNm
Contributing ManagerPETER T NICHOLLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP GLOW
320 CATHEDRAL STREETBALTIMOREMD21201NONE501(C)(3)DONATION$10,000
CARROLL COUNTY HOSPICE
95 CARROLL STREETWESTMINSTERMD21157NONE501(C)(3)DONATION$10,000
CHILDREN'S ROADS TO RECOVERY INC
3155 PRESIDENTIAL DRIVE STE 104ATLANTAGA30340NONE501(C)(3)DONATION$10,000
HEALTHCARE FOR THE HOMELESS
111 PARK AVENUEBALTIMOREMD21201NONE501(C)(3)DONATION$25,000
JOHN HOPKINS UNIVERSITY
3400 NORTH CHARLES STREETBALTIMOREMD212182683NONE501(C)(3)DONATION$640,000
MOTHER SETON ACADEMY
724 SOUTH ANN STREETBALTIMOREMD21231NONE501(C)(3)DONATION$100,000
ST JUDE'S CHILDREN RESEARCH HOSPITAL
PO BOX 810MEMPHISTN38101NONE501(C)(3)DONATION$50,000
THE CARTER CENTER
ONE COPENHILL 453 FREEDOM PWYATLANTAGA30307NONE501(C)(3)DONATION$20,000
THE LEAST OF THESE MINISTRIES
170 AIRPORT ROADWESTMINSTERMD21157NONE501(C)(3)DONATION$5,000
THE MARIANISTS OF AMERICA
4425 WEST PINE BLVDST LOUISMO63108NONE501(C)(3)DONATION$10,000
THE UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC (UMBF)
515 W LOMBARD ST 3RD FLRBALTIMOREMD21201NONE501(C)(3)DONATION$100,000
WINGS OF LOVE INC
333 S RENO STLOA ANGELESCA90057NONE501(C)(3)DONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$990,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$193,694ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$177,303ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$370,997ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$370,997TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PETER AND TERESA NICHOLLBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11124 DAY ROADAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP217845607ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,001,389TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIESNoncashPropertyDesc
Fair Market Value$1,001,389FairMarketValueAmt
Received2020-12-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$8,397Amt
Net Investment Income$4,198NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART VII-A, 8B, NOT REQUIRED TO FILE WITH MDFormAndLineReferenceDesc
Medium ExplanationPART VII-A, 8B, NOT REQUIRED TO FILE WITH MDMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$2,490,691EOYBookValueAmt
EOYFMV$2,510,128EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$3,727,684EOYBookValueAmt
EOYFMV$4,606,359EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$4,071,656$4,760,618
PARTNERSHIPSAT COST$538,507$554,526

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmt
ACCRUED INTEREST$408
ACCRUED INTEREST PAID$2,716

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET BASIS ADJUSTMENTSDesc
Amt$73,439Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP EXPENSESDesc
Revenue And Expenses Per Books$10,524RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPETER TERESA NICHOLLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11124 DAY ROADAddressLine1Txt
CitySYKESVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP217845607ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$31$0$0
FOREIGN TAXES$1,013$1,013$0