NICKLIES FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NICKLIES FOUNDATION INC (EIN 20-0520043)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-01
- IRS object ID
- 201933059349100203
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-01T09:45:02-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTORIA D BUSTER CPA | PreparerPersonNm |
| PTIN | P00024054 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Preparation | 2019-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.135.99.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-22 | IPDt |
| IP Tm | 09:45:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6738EC928588C7CD0BCFE8222D273D9EEF77B80 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9F48A048F71B5CDF773EA054EA725610834C9D38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,995,155 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,638 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,638 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $83,018 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $83,018 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $45,949 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,656 | 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 |
| Legal Fees Rev And Expnss | $150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $150 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,845 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,635 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,218 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,784 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $23,784 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,999 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,755 | CashBOYAmt |
| Cash EOY | $2,535 | CashEOYAmt |
| Cash EOYFMV | $2,535 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,243,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $884,928 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $884,928 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $31,181 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $31,181 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $31,181 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,135,734 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $87,246 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $611,882 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,048,488 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,048,488 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $28,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,023 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,908,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,995,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,995,155 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $678,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $764,841 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,905,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,992,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,908,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,995,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,905,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,992,155 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,992,155 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,793,898 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041619 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,043 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,612,930 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048386 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,538,668 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048683 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,233 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,434,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $162,813 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,377,304 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.118211 | DistributionYr5Rt |
| Total Distribution | 0.317017 | TotalDistributionRt |
| Average Distribution | 0.063403 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,937,120 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $370 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,189 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,808 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,110 | OverpaymentAmt |
| Applied To ES Tax | $1,110 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | $40,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,021,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $904,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,966,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,966,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,937,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $370 | TotalTaxAmt |
| Distributable Before Adj | $96,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,808 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $370 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $123,438 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,750 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,238 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $21,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,486 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,322 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,310 | 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 | $6,750 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,238 | ExcessFromYear4Amt |
| Excess From Current Year | $27,322 | ExcessFromCurrentYearAmt |
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 (34 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 |
| AMRICAN RED CROSS | ||||||
| 510 E CHESTNUT STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $5,000 |
| BELLARMINE UNIVERSITY | ||||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | 501(C)(3) | CHARITBALE | $5,000 |
| BIG BROTHERSBIG SISTER | ||||||
| 1519 GARDINER LANE | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $2,000 |
| BLUEGRASS INSTITUTE FOR PUBLIC POLICY SOLUTIONS INC | ||||||
| PO BOX 11706 | LEXINGTON | KY | 40504 | 501(C)(3) | CHARITABLE | $1,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 12001 SYCAMORE STATION PLACE | LOUISVILLE | KY | 40299 | 501(C)(3) | CHARITBALE | $1,000 |
| CASA INC | ||||||
| 982 EASTERN PARKWAY BOX 9 | LOUISVILLE | KY | 40217 | 501(C)(3) | CHARITABLE | $500 |
| CATHOLIC EDUCATION FOUNDATION INC | ||||||
| 401 WEST MAIN STREET SUITE 806 | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $4,000 |
| CHESTNUT STREET YMCA | ||||||
| 930 W CHESTNUT STREET | LOUISVILLE | KY | 40203 | 501(C)(3) | CHARITABLE | $1,000 |
| CLOUT | ||||||
| 1113 S FOURTH STREET | LOUISVILLE | KY | 40203 | 501(C)(3) | CHARITABLE | $500 |
| DARE TO CARE FOOD BANK | ||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | 501(C)(3) | CHARITBALE | $7,500 |
| EASTERN AREA COMMUNITY MINISTRIES | ||||||
| 9104 WESTPORT ROAD | LOUISVILLE | KY | 40242 | 501(C)(3) | CHARITABLE | $500 |
| HEALING PLACE | ||||||
| 1020 W MARKET STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITBALE | $5,000 |
| HEALTHNETWORK FOUNDATION | ||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | 501(C)(3) | CHARITABLE | $3,000 |
| KENTUCKY EDUCATION RESTORATION | ||||||
| 2115 GARLAND AVENUE | LOUISVILLE | KY | 40211 | 501(C)(3) | CHARITBALE | $2,000 |
| KENTUCKY PUBLIC CHARTER SCHOOLS | ||||||
| 2845 HIKES LANE 203 | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $5,000 |
| LOUISVILLE EXPRESS BASEBALL CLUB | ||||||
| 7615 WOLFPEN RIDGE CT | PROSPECT | KY | 40059 | 501(C)(3) | CHARITABLE | $500 |
| LOUISVILLE METRO POLICE FOUNDATION | ||||||
| 982 EASTERN PARKWAY BOX 5 | LOUISVILLE | KY | 40217 | 501(C)(3) | CHARITABLE | $1,000 |
| MARCH OF DIMES | ||||||
| PO BOX 673667 | MARIETTA | GA | 30006 | 501(C)(3) | CHARITBALE | $5,100 |
| MARYHURST INC | ||||||
| 1015 DORSEY LANE | LOUISVILLE | KY | 40223 | 501(C)(3) | CHARITABLE | $1,000 |
| METRO UNITED WAY | ||||||
| 334 EAST BROADWAY PO BOX 4488 | LOUISVILLE | KY | 40204 | 501(C)(3) | CHARITABLE | $10,000 |
| NEIGHBORHOOD HOUSE INC | ||||||
| 201 N 25TH STREET | LOUISVILLE | KY | 40212 | 501(C)(3) | CHARITABLE | $500 |
| NORTON CHILDREN'S HOSPITAL FOUNDATION INC | ||||||
| 234 E GRAY STREET SUITE 450 | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $2,500 |
| OPERATION PARENT INC | ||||||
| PO BOX 127 | BUCKNER | KY | 40010 | 501(C)(3) | CHARITABLE | $4,000 |
| PEACE CENTERED ALLIANCE INC | ||||||
| 401 W MAIN STREET SUITE 200 | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITBALE | $5,000 |
| PEGASUS INSTITUTE INC | ||||||
| 235 S 5TH STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $10,000 |
| RILEY CHILDREN'S FOUNDATION | ||||||
| 30 S MERIDIAN ST 200 | INDIANAPOLIS | IN | 46204 | 501(C)(3) | CHARITBALE | $25 |
| RIVER FIELDS INC | ||||||
| 1201 STORY AVE SUITE 215 | LOUISVILLE | KY | 40206 | 501(C)(3) | CHARITABLE | $5,000 |
| SCARLET HOPE INC | ||||||
| PO BOX 6542 | LOUISVILLE | KY | 40206 | 501(C)(3) | CHARITABLE | $1,000 |
| THE FLAGET ALUMNI ASSOCIATION INC | ||||||
| PO BOX 36558 | LOUISVILLE | KY | 40233 | 501(C)(3) | CHARITABLE | $200 |
| THE LORD'S KITCHEN | ||||||
| PO BOX 19229 | LOUISVILLE | KY | 40219 | 501(C)(3) | CHARITABLE | $5,000 |
| THOMAS W BULLITT PERPETUAL CHARITABLE TRUST | ||||||
| 720 OXMOOR AVE | LOUISVILLE | KY | 40222 | 501(C)(3) | CHARITABLE | $600 |
| USA CARES INC | ||||||
| 11760 COMMONWEALTH DRIVE | LOUISVILLE | KY | 40299 | 501(C)(3) | CHARITABLE | $1,000 |
| USPIRITUS | ||||||
| 3121 BROOKLAWN CAMPUS DRIVE | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,425 | 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 | $15,638 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $45,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,587 | 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 | 6060 DUTCHMANS LN STE 110 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $175,000 | 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 | $1,340 | Amt |
| Net Investment Income | $670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $670 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 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 | $24,970 | 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 | $1,306 | SL | 39.000000000000 | $190 | $190 |
| SUBWAY TI ALLOWANCE | 2012-06-01 | $36,000 | $7,350 | 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 | $11,836 | 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 | SL | 39.000000000000 | $4,814 | $4,814 | |
| 149 SPRING STREET - EQUIPMENT | 2018-11-07 | $60,000 | SL | 5.000000000000 | $6,000 | $8,000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2708 W. BROADWAY- BUILDING | $135,110 | $28,434 | $106,676 |
| 2708 W. BROADWAY- LAND | $101,195 | $0 | $101,195 |
| INSTALL DRIVE-THRU | $7,400 | $1,496 | $5,904 |
| SUBWAY TI ALLOWANCE | $36,000 | $26,550 | $9,450 |
| 3831 STAEBLER AVE - LAND | $79,128 | $0 | $79,128 |
| 3831 STAEBLER AVE - BUILDING | $316,511 | $19,952 | $296,559 |
| 149 SPRING STREET - LAND | $100,000 | $0 | $100,000 |
| 149 SPRING STREET - BUILDING | $300,390 | $4,814 | $295,576 |
| 149 SPRING STREET - EQUIPMENT | $60,000 | $6,000 | $54,000 |
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 | $28,023 | BookValueAmt |
| EOYFMV | $28,023 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $150 | LegalFeesAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $129 | $64 | $65 |
| ADVERTISING | $93 | $93 | $0 |
| REPAIRS AND MAINTENANCE | $15,136 | $15,136 | $0 |
| MEALS AND ENTERTAINMENT | $1,467 | $1,467 | $0 |
| INSURANCE | $5,324 | $5,324 | $0 |
| UTILTIES | $5,915 | $5,915 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $8,180 | $6,695 | $1,485 |
| CONTRACT LABOR | $300 | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $25 | $12 | $13 |
| DELINQUENT TAX SALE FEE | $160 | $160 | $0 |
| EXCISE TAX | $1,606 | $0 | $0 |
| PROPERTY TAX | $2,046 | $2,046 | $0 |
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