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NICKLIES FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NICKLIES FOUNDATION INC (EIN 20-0520043)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-09-02
- IRS object ID
- 202122459349100512
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-02T11:08:30-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402023445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200520043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICKLIES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICK | BusinessNameControlTxt |
| Phone | 5024230072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 DUTCHMANS LANE NO 110 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W NICKLIES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5024230072 | PhoneNum |
| Signature | 2021-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | NICKLIES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Preparation | 2021-08-24 | PreparationDt |
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 | 2020 | 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 | $2,342,468 | 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 | $225,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,254 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,254 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $143,498 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $143,498 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $92,005 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,845 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $402,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,752 | 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 | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,362 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $212 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,537 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $27,537 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $37,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,766 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $936 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $224,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,387 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,451 | CashBOYAmt |
| Cash EOY | $10,039 | CashEOYAmt |
| Cash EOYFMV | $10,039 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $884,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $970,816 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $970,816 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $258,935 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $50,199 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $258,935 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $258,935 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,225,734 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $133,321 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,127,213 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,092,413 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,092,413 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $38,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,265 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,265 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,122,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,342,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,342,468 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,174 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,174 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,227,314 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,227,314 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $888,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,112,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,115,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,339,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,122,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,342,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,115,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $224,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,339,468 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,339,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 812 PIZZA COMPANY COMMISSIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-12-17 | AcquiredDt |
| Sold | 2021-04-30 | SoldDt |
| Depreciation | $668 | DepreciationAmt |
| Cost Or Other Basis | $7,513 | CostOrOtherBasisAmt |
| Gain Or Loss | -$6,845 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$6,845 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,845 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $703 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5024230072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 DUTCHMANS LANE NO 110 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID W NICKLIES | ||||||||
| 6060 DUTCHMANS LN STE 110 | LOUISVILLE | KY | 40205 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JANET F NICKLIES | ||||||||
| 6060 DUTCHMANS LN STE 110 | LOUISVILLE | KY | 40205 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| CHARLES J NICKLIES | ||||||||
| 6060 DUTCHMANS LN STE 110 | LOUISVILLE | KY | 40205 | DIRECTOR | 2.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $854,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,386,376 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,240,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,240,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,206,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,423 | TotalTaxAmt |
| Distributable Before Adj | $108,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,919 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,123 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,123 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,123 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $27,322 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,511 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,833 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,123 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,796 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,796 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,037 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,526 | ExcessFromYear2Amt |
| Excess From Year1 | $9,511 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID W NICKLIES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID W NICKLIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 DUTCHMANS LN STE 100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5024127638 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION PROCESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 21ST CENTURY PARKS | ||||||
| 471 W MAIN ST STE 202 | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $25,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | 501(C)(3) | CHARITABLE | $150 |
| AMERICAN RED CROSS | ||||||
| 510 E CHESTNUT STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $6,000 |
| BELLARMINE UNIVERSITY | ||||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | 501(C)(3) | CHARITABLE | $5,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 1519 GARDINER LANE | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $1,500 |
| BOYS & GIRLS CLUBS OF KENTUCKIANA | ||||||
| 3900 CRITTENDEN DRIVE | LOUISVILLE | KY | 40209 | 501(C)(3) | CHARITABLE | $2,000 |
| CASA INC | ||||||
| 982 EASTERN PARKWAY BOX 9 | LOUISVILLE | KY | 40217 | 501(C)(3) | CHARITABLE | $1,500 |
| CHILDREN'S HOSPITAL FOUNDATION INC | ||||||
| 234 E GRAY ST STE 450 | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $2,500 |
| CLOUT | ||||||
| 1113 S 4TH STREET | LOUISVILLE | KY | 40203 | 501(C)(3) | CHARITABLE | $400 |
| COMMUNITY ADVOCATES FOR RESOURCES | ||||||
| 1469 S 4TH ST | LOUISVILLE | KY | 40208 | 501(C)(3) | CHARITABLE | $1,000 |
| COMMUNITY CATHOLIC CENTER INC | ||||||
| PO BOX 11065 | LOUISVILLE | KY | 40251 | 501(C)(3) | CHARITABLE | $1,000 |
| DARE TO CARE FOOD BANK | ||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | 501(C)(3) | CHARITABLE | $3,500 |
| EDUCATIONAL JUSTICE | ||||||
| 737 SOUTH THIRD STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $1,500 |
| FIRST HOUR GRIEF RESPONSE | ||||||
| 409 MARQUETTE DRIVE | LOUISVILLE | KY | 40222 | 501(C)(3) | CHARITABLE | $1,500 |
| FLOYD CENTRAL PTO RENAISSANCE | ||||||
| 6575 OLD VINCENNES RD | FLOYDS KNOBS | IN | 47119 | 501(C)(3) | CHARITABLE | $500 |
| FRANCISCAN KITCHEN | ||||||
| 748 SOUTH PRESTON ST | LOUISVILLE | KY | 40203 | 501(C)(3) | CHARITABLE | $1,500 |
| HEALING PLACE | ||||||
| 1020 W MARKET STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $5,000 |
| LOVE CITY INC | ||||||
| 2615 ALFORD AVE | LOUISVILLE | KY | 40212 | 501(C)(3) | CHARITABLE | $3,000 |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | 501(C)(3) | CHARITABLE | $5,000 |
| METRO UNITED WAY | ||||||
| PO BOX 950148 | LOUISVILLE | KY | 402950148 | 501(C)(3) | CHARITABLE | $10,000 |
| NEIGHBORHOOD HOUSE INC | ||||||
| 201 N 25TH STREET | LOUISVILLE | KY | 40212 | 501(C)(3) | CHARITABLE | $3,500 |
| RIVER FIELDS INC | ||||||
| 1201 STORY AVE SUITE 215 | LOUISVILLE | KY | 40206 | 501(C)(3) | CHARITABLE | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF KENTUCKIANA | ||||||
| 550 S FIRST STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $1,500 |
| SENIORCARE EXPERTS | ||||||
| 145 THIERMAN LANE | LOUISVILLE | KY | 40207 | 501(C)(3) | CHARITABLE | $1,000 |
| SEVEN COUNTIES SERVICES | ||||||
| 3121 BROOKLAWN CAMPUS DR | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $2,000 |
| SOCIETY OF ST VINCENT DEPAUL | ||||||
| 1015-C S PRESTON ST | LOUISVILLE | KY | 40203 | 501(C)(3) | CHARITABLE | $1,500 |
| ST JOHN'S CENTER | ||||||
| 700 EAST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 501(C)(3) | CHARITABLE | $500 |
| THE FLAGET ALUMNI ASSOCIATION INC | ||||||
| PO BOX 36558 | LOUISVILLE | KY | 40233 | 501(C)(3) | CHARITABLE | $225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,275 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,254 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $92,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,414 | 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 | DAVID W NICKLIES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8303 LIMEHOUSE LANE | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $225,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | 812 PIZZA CO COMMISSIONS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-12-17 | AcquiredCompletedOrExpendedDt |
| Amortized | $7,513 | AmortizedAmt |
| Deduction For Prior Years | $250 | DeductionForPriorYearsAmt |
| Amortization Period | 180.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $417 | CurrentYearAmortizationAmt |
| Net Investment Income | $417 | NetInvestmentIncomeAmt |
| Total Amortization | $667 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2708 W. BROADWAY- BUILDING | 2011-04-28 | $135,110 | $31,898 | SL | 39.000000000000 | $3,464 | $3,464 |
| 2708 W. BROADWAY- LAND | 2011-04-28 | $101,195 | L | $0 | $0 | ||
| INSTALL DRIVE-THRU | 2011-08-04 | $7,400 | $1,686 | SL | 39.000000000000 | $190 | $190 |
| SUBWAY TI ALLOWANCE | 2012-06-01 | $36,000 | $9,750 | SL | 15.000000000000 | $1,200 | $2,400 |
| 3831 STAEBLER AVE - LAND | 2017-01-06 | $79,128 | L | $0 | $0 | ||
| 3831 STAEBLER AVE - BUILDING | 2017-01-06 | $316,511 | $28,068 | SL | 39.000000000000 | $8,116 | $8,116 |
| 149 SPRING STREET - LAND | 2018-11-07 | $100,000 | L | $0 | $0 | ||
| 149 SPRING STREET - BUILDING | 2018-11-07 | $300,390 | $12,516 | SL | 39.000000000000 | $7,702 | $7,702 |
| HVAC | 2019-12-17 | $29,013 | $403 | SL | 39.000000000000 | $744 | $744 |
| FLOORING | 2019-12-17 | $26,438 | $367 | SL | 39.000000000000 | $678 | $678 |
| PLUMBING | 2019-12-17 | $4,416 | $61 | SL | 39.000000000000 | $113 | $113 |
| PAINTING | 2019-12-17 | $22,254 | $309 | SL | 39.000000000000 | $571 | $571 |
| ELECTRIC | 2019-12-17 | $3,570 | $50 | SL | 39.000000000000 | $92 | $92 |
| BAR | 2019-12-17 | $12,861 | $1,837 | 200DB | 7.000000000000 | $3,150 | $1,837 |
| RESTROOMS | 2019-12-17 | $6,700 | $93 | SL | 39.000000000000 | $172 | $172 |
| INTERIOR DEMOLITION | 2019-12-17 | $13,480 | $187 | SL | 39.000000000000 | $346 | $346 |
| CEILINGS, WALLS | 2019-12-17 | $24,300 | $338 | SL | 39.000000000000 | $623 | $623 |
| ROOF REPAIRS | 2019-12-17 | $6,297 | $87 | SL | 39.000000000000 | $161 | $161 |
| MISC | 2019-12-17 | $671 | $134 | 200DB | 5.000000000000 | $215 | $134 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2708 W. BROADWAY- BUILDING | $135,110 | $35,362 | $99,748 |
| 2708 W. BROADWAY- LAND | $101,195 | $0 | $101,195 |
| INSTALL DRIVE-THRU | $7,400 | $1,876 | $5,524 |
| SUBWAY TI ALLOWANCE | $36,000 | $28,950 | $7,050 |
| 3831 STAEBLER AVE - LAND | $79,128 | $0 | $79,128 |
| 3831 STAEBLER AVE - BUILDING | $316,511 | $36,184 | $280,327 |
| 149 SPRING STREET - LAND | $100,000 | $0 | $100,000 |
| 149 SPRING STREET - BUILDING | $300,390 | $20,218 | $280,172 |
| HVAC | $29,013 | $1,147 | $27,866 |
| FLOORING | $26,438 | $1,045 | $25,393 |
| PLUMBING | $4,416 | $174 | $4,242 |
| PAINTING | $22,254 | $880 | $21,374 |
| ELECTRIC | $3,570 | $142 | $3,428 |
| BAR | $12,861 | $4,987 | $7,874 |
| RESTROOMS | $6,700 | $265 | $6,435 |
| INTERIOR DEMOLITION | $13,480 | $533 | $12,947 |
| CEILINGS, WALLS | $24,300 | $961 | $23,339 |
| ROOF REPAIRS | $6,297 | $248 | $6,049 |
| MISC | $671 | $349 | $322 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - DELINQUENT TAXES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,265 | BookValueAmt |
| EOYFMV | $10,265 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $592 | $296 | $296 |
| REPAIRS AND MAINTENANCE | $75 | $75 | $0 |
| POSTAGE AND DELIVERY | $851 | $426 | $425 |
| TELEPHONE | $431 | $216 | $215 |
| BAD DEBT | $28,636 | $28,636 | $0 |
| INSURANCE | $5,281 | $5,281 | $0 |
| UTILITIES | $1,419 | $1,419 | $0 |
| AMORTIZATION | $417 | $417 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $7,174 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $37 | $19 | $18 |
| DELINQUENT TAX SALE FEE | $310 | $310 | $0 |
| INDIANA FILING FEES | $388 | $194 | $194 |
| INCOME TAXES | $321 | $0 | $0 |
| PROPERTY TAX | $16,839 | $16,839 | $0 |