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NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-14
IRS object ID
202002889349100625
Schema version
2019v5.0
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)
Return2020-10-14T15:15:54-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-10-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL L REINER CPAPreparerPersonNm
PTINP00028077PTIN
Phone7176842077PhoneNum
Preparation2020-10-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.92.107.205IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-14IPDt
IP Tm15:15:54IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id779BC51E970088F2D09E4506736EBB8DF78A63C2AtSubmissionCreationDeviceId
At Submission Filing Device Id1EE6A6F003B1AA39D989D1F45C2A842E9059AFF7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,699,768FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$121,100ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$18InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$104,037DividendsRevAndExpnssAmt
Dividends Net Invst Incm$104,037DividendsNetInvstIncmAmt
Dividends Adj Net Incm$104,037DividendsAdjNetIncmAmt
Total Rev And Expnss$225,155TotalRevAndExpnssAmt
Total Net Invst Incm$104,055TotalNetInvstIncmAmt
Total Adj Net Incm$104,055TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$4,131TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,388OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,019TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$230,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$230,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,319TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$230,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,164ExcessRevenueOverExpensesAmt
Net Investment Income$104,055NetInvestmentIncomeAmt
Adjusted Net Income$104,055AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,305CashBOYAmt
Sav And Temp Cash Invst BOY$9,068SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$208SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$208SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,709,555CorporateStockBOYAmt
Corporate Stock EOY$2,709,556CorporateStockEOYAmt
Corporate Stock EOYFMV$2,699,560CorporateStockEOYFMVAmt
Total Assets BOY$2,722,928TotalAssetsBOYAmt
Total Assets EOY$2,709,764TotalAssetsEOYAmt
Total Assets EOYFMV$2,699,768TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,722,928NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,709,764NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,722,928TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,709,764TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,722,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,709,764TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,722,928TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,164ExcessRevenueOverExpensesAmt
Subtotal$2,709,764SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,709,764TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,081InvestmentIncomeExciseTaxAmt
Subtotal$2,081SubtotalAmt
Tax Based On Investment Income$2,081TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Tax Due$92TaxDueAmt

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$2,660,362AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,879AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,681,241TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,681,241AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,219CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,641,022NetVlNoncharitableAssetsAmt
Minimum Investment Return$132,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$132,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,081TaxBasedOnInvestmentIncomeAmt
Total Tax$2,081TotalTaxAmt
Distributable Before Adj$129,970DistributableBeforeAdjAmt
Distributable Before Ded$129,970DistributableBeforeDedAmt
Distributable As Adjusted$129,970DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$230,300ExpensesAndContributionsAmt
Qualifying Distributions$230,300QualifyingDistributionsAmt
Adjusted Qualifying Distri$230,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,970DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$303,965ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$242,785ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$224,411ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$158,119ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$177,770ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,107,050TotalExcessDistributionCyovAmt
Qualifying Distributions$230,300QualifyingDistributionsAmt
Applied To Current Year$129,970AppliedToCurrentYearAmt
Remaining Distri From Corpus$100,330RemainingDistriFromCorpusAmt
Total Corpus$1,207,380TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$303,965ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$903,415ExcessDistriCyovToNextYrAmt
Excess From Year4$242,785ExcessFromYear4Amt
Excess From Year3$224,411ExcessFromYear3Amt
Excess From Year2$158,119ExcessFromYear2Amt
Excess From Year1$177,770ExcessFromYear1Amt
Excess From Current Year$100,330ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
HOLY TRINITY ROMAN CATHOL
548 CHERRY STREETCOLUMBIAPA17512CHURCHCEMETERY CARE$18,000
ST DOMINIC'S MONESTARY
2636 MONASTERY ROADLINDENVA22642CHURCHSPIRITUAL DEVELOPMENT$5,000
DIOCESE OF HARRISBURG
4800 UNION DEP RDHARRISBURGPA17111PUBLICSPIRITUAL DEVELOPMENT$14,800
THE INSTITUTE OF PRIESTLY FORMATION
2500 CALIFORNIA PLAZAOMAHANE68178PUBLICSPIRITUAL DEVELOPMENT$3,500
MISSIONARIES OF THE PRECIOUS BLOOD
PUBLICFOREIGN MISSIONS$5,000VIALE DI PORTAARDEATINA66ROMEIT00154
ST ANNE'S RETIREMENT COM
3952 COLUMBIA AVECOLUMBIAPA17512RETIREMENT HMEMORY SUPPORT UNIT, GENERAL$5,000
OUR LADY OF THE ANGELS SC
404 CHERRY STREETCOLUMBIAPA17512SCHOOLGENERAL CONTRIBUTION$140,000
VILLANOVA UNIVERSITY
800 LANCASTER AVEVILLANOVAPA19085SCHOOLCAMPUS MINISTRY$15,000
LANCASTER CATHOLIC HIGH SCHOOL
650 JULIETTE AVENUELANCASTERPA17601SCHOOLLIBRARY AND DEVELOPMENT OFFICE$20,000
GIFT OF LIFE - DONORS ARE HEROES
401 NORTH THIRD STREETPHILADELPHIAPA19123PUBLICEDUCATION PROGRAMS FOR DONOR AWARE$2,500
OFF THE STREETS
601 DELP ROADLANCASTERPA17601PUBLICGENERAL CONTRIBUTION$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$230,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$104,037ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$104,055ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,055TotalIncomeProducingActyAmt

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$121,000TotalContributionsAmt
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$2,465,589
3,938 SHARES DONEGAL GROUP CL B$71,672$50,210
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$280
D&O INSURANCE$2,108

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
2018 BALANCE DUE$2,131
2019 ESTIMATES$2,000

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