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NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-08
IRS object ID
202112819349100821
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-08T15:23:00-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231925078PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAGER SWISHER & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 NORTH THIRD STREETAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP17512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256823641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NIKOLAUS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNIKOBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 305AddressLine1Txt
CitySILVER SPRINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17575ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN M NIKOLAUSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2021-09-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastNIKOLAUSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL L REINER CPAPreparerPersonNm
PTINP00028077PTIN
Phone7176842077PhoneNum
Preparation2021-09-24PreparationDt
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$2,500,359FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$58,900ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$107,017DividendsRevAndExpnssAmt
Dividends Net Invst Incm$107,017DividendsNetInvstIncmAmt
Dividends Adj Net Incm$107,017DividendsAdjNetIncmAmt
Total Rev And Expnss$165,919TotalRevAndExpnssAmt
Total Net Invst Incm$107,019TotalNetInvstIncmAmt
Total Adj Net Incm$107,019TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,315TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,267OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,082TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$157,564ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$157,564ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$163,646TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,273ExcessRevenueOverExpensesAmt
Net Investment Income$107,019NetInvestmentIncomeAmt
Adjusted Net Income$107,019AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$208SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,481SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,481SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,709,556CorporateStockBOYAmt
Corporate Stock EOY$2,709,556CorporateStockEOYAmt
Corporate Stock EOYFMV$2,497,878CorporateStockEOYFMVAmt
Total Assets BOY$2,709,764TotalAssetsBOYAmt
Total Assets EOY$2,712,037TotalAssetsEOYAmt
Total Assets EOYFMV$2,500,359TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,709,764NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,712,037NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,709,764TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,712,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,709,764TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,712,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,709,764TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,273ExcessRevenueOverExpensesAmt
Subtotal$2,712,037SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,712,037TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,488InvestmentIncomeExciseTaxAmt
Subtotal$1,488SubtotalAmt
Tax Based On Investment Income$1,488TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$7EsPenaltyAmt
Overpayment$705OverpaymentAmt
Applied To ES Tax$705AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksDONALD H NIKOLAUSIndividualWithBooksNm
Phone7176844422PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 305AddressLine1Txt
CitySILVER SPRINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17545ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD H NIKOLAUS
PO BOX 305SILVER SPRINGPA17575TRUSTEE2.00$0$0$0
PAUL J NIKOLAUS III
PO BOX 305SILVER SPRINGPA17575TRUSTEE2.00$0$0$0
JOHN M NIKOLAUS
PO BOX 305SILVER SPRINGPA17575TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,598,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,021AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,616,739TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,616,739AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,251CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,577,488NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,874MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,874MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,488TaxBasedOnInvestmentIncomeAmt
Total Tax$1,488TotalTaxAmt
Distributable Before Adj$127,386DistributableBeforeAdjAmt
Distributable Before Ded$127,386DistributableBeforeDedAmt
Distributable As Adjusted$127,386DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,564ExpensesAndContributionsAmt
Qualifying Distributions$157,564QualifyingDistributionsAmt
Adjusted Qualifying Distri$157,564AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,386DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$242,785ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$224,411ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$158,119ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,770ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$100,330ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$903,415TotalExcessDistributionCyovAmt
Qualifying Distributions$157,564QualifyingDistributionsAmt
Applied To Current Year$127,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,178RemainingDistriFromCorpusAmt
Total Corpus$933,593TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$242,785ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$690,808ExcessDistriCyovToNextYrAmt
Excess From Year4$224,411ExcessFromYear4Amt
Excess From Year3$158,119ExcessFromYear3Amt
Excess From Year2$177,770ExcessFromYear2Amt
Excess From Year1$100,330ExcessFromYear1Amt
Excess From Current Year$30,178ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD H NIKOLAUSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
HOLY TRINITY ROMAN CATHOL
548 CHERRY STREETCOLUMBIAPA17512CHURCHCEMETERY CARE$5,000
DIOCESE OF HARRISBURG
4800 UNION DEP RDHARRISBURGPA17111PUBLICSPIRITUAL DEVELOPMENT$31,000
THE INSTITUTE OF PRIESTLY FORMATION
2500 CALIFORNIA PLAZAOMAHANE68178PUBLICSPIRITUAL DEVELOPMENT$16,500
MISSIONARIES OF THE PRECIOUS BLOOD
PUBLICFOREIGN MISSIONS$25,000VIALE DI PORTAARDEATINA66ROMEIT00154
OUR LADY OF THE ANGELS SC
404 CHERRY STREETCOLUMBIAPA17512SCHOOLGENERAL CONTRIBUTION$55,000
LANCASTER CATHOLIC HIGH SCHOOL
650 JULIETTE AVENUELANCASTERPA17601SCHOOLLIBRARY AND DEVELOPMENT OFFICE$24,364
THE FELLOWSHIP
30 NORTH LASALLE STREETCHICAGOIL606022584PUBLICSUPPORT HOLOCAUST SURVIVORS$200SUITE 4300
HOLY TRINITY HOLY NAME SOCIETY
409 CHERRY STREETCOLUMBIAPA17512CHURCHMEN'S GROUP IN PARISH$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$157,564TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$107,017ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$107,019ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,019TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonDONALD H NIKOLAUSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11520 QUARRY ROAD PO BOX 286AddressLine1Txt
CitySILVER SPRINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17575ZIPCd
FieldValueIRS element (for citing)
Total Contributions$58,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,500Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
166,369 SHARES DONEGAL GROUP CL A$2,464,056$2,267,609
3,938 SHARES DONEGAL GROUP CL B$71,672$46,508
9,933 SHARES COLUMBIA WATER CO$173,828$183,761

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK/INVESTMENT FEES$150
D&O INSURANCE$2,117

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
EXCISE TAX$2,296
2017 PAYMENT$19

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