THE NICHOLL FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE NICHOLL FAMILY FOUNDATION INC (EIN 52-2347387)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201931239349102248
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T11:01:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521268363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRAPER & MCGINLEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 W PATRICK ST | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522347387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NICHOLL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICH | BusinessNameControlTxt |
| Phone | 4102447005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 DAY ROAD | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217845607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA A NICHOLL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4102447005 | PhoneNum |
| Signature | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MCGINLEY | PreparerPersonNm |
| PTIN | P00227772 | PTIN |
| Phone | 3016947411 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.10.150.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 11:43:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B2E52507E5BE71CF6080986AF9AA2DBE239CD654 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B2E52507E5BE71CF6080986AF9AA2DBE239CD654 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,521,194 | 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 | $1,496,430 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $217,752 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $577,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,945,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $577,490 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,291,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $795,242 | 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 | $2,023 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,011 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,075 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,473 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,562 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,562 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $792,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $792,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $889,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $792,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,402,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $709,196 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $617,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,705,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,705,788 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,551,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,600,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,544,291 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $160,801 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $57,009 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $57,537 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $4,915 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,023 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,325 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $5,162,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,515,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,201,305 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,008 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,948 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,948 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,502,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,890,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,521,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,502,854 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,890,768 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,502,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,890,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,502,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,890,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,502,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,402,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,905,366 | SubtotalAmt |
| Other Decreases | $14,598 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,890,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM COVERED ETFS | P | $146,044 | $147,405 | -$1,361 | -$1,361 | ||
| ISHS S&P COMMODITY ETF | P | $34,486 | $36,650 | -$2,164 | -$2,164 | 2018-06-20 | 2018-11-14 |
| LONG-TERM COVERED ETFS | P | $215,042 | $206,666 | $8,376 | $8,376 | ||
| INVESCO MULTI SECTOR COMMODITY TR | P | $39,330 | $29,714 | $9,616 | $9,616 | 2016-08-02 | 2018-06-20 |
| CURRENCY SHS ETFS | P | $70,972 | $70,358 | $614 | $614 | ||
| SHORT-TERM COVERED STKS | P | $369,036 | $303,656 | $65,380 | $65,380 | ||
| COKE | P | $52,749 | $50,036 | $2,713 | $2,713 | 2017-08-09 | 2018-12-20 |
| EATON VANCE GLOBAL | P | $531,640 | $500,000 | $31,640 | $31,640 | 2014-01-28 | 2018-11-28 |
| GOLD SACHS RISING DIV TR | P | $260,590 | $197,017 | $63,573 | $63,573 | 2018-11-28 | |
| LEGG MASON CLEARBRIDGE | P | $290,549 | $243,928 | $46,621 | $46,621 | 2012-11-13 | 2018-11-28 |
| MERCK | P | $29,755 | $24,991 | $4,764 | $4,764 | 2017-01-27 | 2018-12-20 |
| TARGET | P | $184,315 | $124,882 | $59,433 | $59,433 | 2018-08-22 | |
| ALTABA | P | $62,603 | $25,155 | $37,448 | $37,448 | 2007-01-17 | 2018-02-13 |
| ANH BUSCH | P | $51,071 | $48,550 | $2,521 | $2,521 | 2006-01-31 | 2018-04-23 |
| DISNEY | P | $17,799 | $4,882 | $12,917 | $12,917 | 2005-02-16 | 2018-12-20 |
| HOME DEPOT | P | $13,275 | $3,225 | $10,050 | $10,050 | 2007-01-17 | 2018-12-20 |
| INTEL | P | $51,415 | $26,634 | $24,781 | $24,781 | 2008-01-14 | 2018-02-13 |
| ML GLOBAL BDS | P | $50,000 | $55,242 | -$5,242 | -$5,242 | 2006-01-10 | 2018-07-16 |
| TE CONNECTIVITY | P | $39,108 | $14,598 | $24,510 | $24,510 | 2007-01-17 | 2018-02-13 |
| GNMA REMIC | P | $892 | $892 | $0 | $0 | ||
| INVESCO FIN | P | $126,939 | $120,273 | $6,666 | $6,666 | 2017-01-27 | 2018-11-05 |
| INVESCO SELECT 20 | P | $262,998 | $249,991 | $13,007 | $13,007 | 2017-01-27 | 2018-04-02 |
| INVESCO GLOBAL 45 | P | $934,500 | $883,320 | $51,180 | $51,180 | 2017-07-05 | 2018-10-08 |
| CAPITAL GAINS DIVIDENDS | P | $110,447 | $110,447 | $110,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $577,490 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $645,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,464,426 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $671,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,888,857 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097433 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $573,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,552,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087445 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $593,707 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,179,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $390,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,248,863 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074302 | DistributionYr5Rt |
| Total Distribution | 0.441666 | TotalDistributionRt |
| Average Distribution | 0.088333 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,534,721 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $753,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,092 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $760,990 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $792,500 | 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 | $7,092 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,092 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,092 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $932 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA A NICHOLL | IndividualWithBooksNm |
| Phone | 4104421429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 DAY ROAD | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217845607 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TERESA A NICHOLL | ||||||||
| 1124 DAY ROAD | SYKESVILLE | MD | 21784 | PRES/TREAS | 1.00 | $0 | $0 | $0 |
| PETER T NICHOLL | ||||||||
| 1124 DAY ROAD | SYKESVILLE | MD | 21784 | VP/SEC | 1.00 | $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 | $8,096,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $567,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,664,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,664,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,534,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $426,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $426,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,092 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,092 | TotalTaxAmt |
| Distributable Before Adj | $419,644 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $419,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $419,644 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $792,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $792,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,092 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $785,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $132,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $292,314 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $249,273 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $329,352 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $277,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,281,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $792,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $419,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $372,856 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,654,142 | 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 | $132,421 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,521,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $292,314 | ExcessFromYear4Amt |
| Excess From Year3 | $249,273 | ExcessFromYear3Amt |
| Excess From Year2 | $329,352 | ExcessFromYear2Amt |
| Excess From Year1 | $277,926 | ExcessFromYear1Amt |
| Excess From Current Year | $372,856 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TERESA A NICHOLL | ContributingManagerNm |
| Contributing Manager | PETER T NICHOLL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP GLOW | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | DONATION | $10,000 |
| CARROLL COUNTY HOSPICE | |||||||
| 95 CARROLL STREET | WESTMINSTER | MD | 21157 | NONE | 501(C)(3) | DONATION | $7,500 |
| CHILDREN'S ROADS TO RECOVERY INC | |||||||
| 3155 PRESIDENTIAL DRIVE STE 104 | ATLANTA | GA | 30340 | NONE | 501(C)(3) | DONATION | $10,000 |
| FREE WHEELCHAIR MISSION | |||||||
| 9341 IRVINE BLVD | IRVINE | CA | 92618 | NONE | 501(C)(3) | DONATION | $7,500 |
| HEALTHCARE FOR THE HOMELESS | |||||||
| 111 PARK AVENUE | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | DONATION | $25,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 212182683 | NONE | 501(C)(3) | DONATION | $440,000 |
| MOTHER SETON ACADEMY | |||||||
| 724 SOUTH ANN STREET | BALTIMORE | MD | 21231 | NONE | 501(C)(3) | DONATION | $100,000 |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | |||||||
| PO BOX 810 | MEMPHIS | TN | 38101 | NONE | 501(C)(3) | DONATION | $50,000 |
| THE CARTER CENTER | |||||||
| ONE COPENHILL 453 FREEDOM PWY | ATLANTA | GA | 30307 | NONE | 501(C)(3) | DONATION | $20,000 |
| THE LEAST OF THESE MINISTRIES | |||||||
| 170 AIRPORT ROAD | WESTMINSTER | MD | 21157 | NONE | 501(C)(3) | DONATION | $5,000 |
| THE MARIANISTS OF AMERICA | |||||||
| 4425 WEST PINE BLVD | ST LOUIS | MO | 63108 | NONE | 501(C)(3) | DONATION | $10,000 |
| THE UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC (UMBF) | |||||||
| 515 W LOMBARD ST 3RD FLR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | DONATION | $100,000 |
| HENRIETTA HOUSE OF HEALING INC | |||||||
| 25 BYWAY RD | OWNINGS MILLS | MD | 21117 | NONE | 501(C)(3) | DONATION | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $792,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217,752 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $577,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $795,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $795,242 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PETER AND TERESA NICHOLL | |||||||
| 1 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $2,023 | Yes (X) | |
| PETER AND TERESA NICHOLL | |||||||
| 2 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $1,475,240 | Yes (X) | |
| PETER AND TERESA NICHOLL | |||||||
| 3 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $19,167 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,475,240 | FairMarketValueAmt |
| Received | 2018-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,023 | Amt |
| Net Investment Income | $1,011 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A, 8B, NOT REQUIRED TO FILE WITH MD | FormAndLineReferenceDesc |
| Medium Explanation | PART VII-A, 8B, NOT REQUIRED TO FILE WITH MD | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $57,009 | EOYBookValueAmt |
| EOYFMV | $57,537 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,600,116 | EOYBookValueAmt |
| EOYFMV | $3,544,291 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,719,699 | $2,500,971 |
| ISHARES 0087 | AT COST | $532,810 | $516,582 |
| CORPORATE AND EQUITY TRUSTS | AT COST | $1,263,375 | $1,183,752 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $3,065 | $730 | $730 |
| ACCRUED DIVIDENDS | $1,943 | $7,218 | $7,218 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET BASIS ADJUSTMENTS | Desc |
| Amt | $14,598 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO ADVISORY FEE | Desc |
| Revenue And Expenses Per Books | $83,562 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $83,562 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER TERESA NICHOLL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 DAY ROAD | AddressLine1Txt |
| City | SYKESVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 217845607 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $9,602 | $0 | $0 |
| FOREIGN TAXES | $1,473 | $1,473 | $0 |