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NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-02
IRS object ID
201831229349100303
Schema version
2017v2.3
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)
Return2018-05-02T08:51:28-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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 Line1327 LOCUST STREETAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP17512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN M NIKOLAUSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2018-04-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL L REINERPreparerPersonNm
PTINP00028077PTIN
Phone7176842077PhoneNum
Preparation2018-04-19PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,268,027FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$242,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$49InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$100,632DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,632DividendsNetInvstIncmAmt
Dividends Adj Net Incm$100,632DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,419NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,419GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,419CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$349,600TotalRevAndExpnssAmt
Total Net Invst Incm$107,100TotalNetInvstIncmAmt
Total Adj Net Incm$100,681TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,152TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,228OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,880TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$310,185ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$310,185ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$316,065TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$310,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$33,535ExcessRevenueOverExpensesAmt
Net Investment Income$107,100NetInvestmentIncomeAmt
Adjusted Net Income$100,681AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,538CashBOYAmt
Cash EOY$136,968CashEOYAmt
Cash EOYFMV$136,968CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,296SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,178SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,178SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,809,332CorporateStockBOYAmt
Corporate Stock EOY$2,709,555CorporateStockEOYAmt
Corporate Stock EOYFMV$3,121,881CorporateStockEOYFMVAmt
Total Assets BOY$2,822,166TotalAssetsBOYAmt
Total Assets EOY$2,855,701TotalAssetsEOYAmt
Total Assets EOYFMV$3,268,027TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,822,166UnrestrictedBOYAmt
Unrestricted EOY$2,855,701UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,822,166TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,855,701TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,822,166TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,855,701TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,822,166TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$33,535ExcessRevenueOverExpensesAmt
Subtotal$2,855,701SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,855,701TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6,419CapitalGainNetIncomeAmt

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$2,142InvestmentIncomeExciseTaxAmt
Subtotal$2,142SubtotalAmt
Tax Based On Investment Income$2,142TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$62EsPenaltyAmt
Tax Due$2,204TaxDueAmt

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 Line1327 LOCUST STREETAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP17512ZIPCd
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

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
327 LOCUST STREETCOLUMBIAPA17512TRUSTEE5.00$0$0$0
PAUL J NIKOLAUS III
327 LOCUST STREETCOLUMBIAPA17512TRUSTEE1.00$0$0$0
JOHN M NIKOLAUS
327 LOCUST STREETCOLUMBIAPA17512TRUSTEE1.00$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$3,026,518AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$104,612AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,131,130TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,131,130AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,967CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,084,163NetVlNoncharitableAssetsAmt
Minimum Investment Return$154,208MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$154,208MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,142TaxBasedOnInvestmentIncomeAmt
Total Tax$2,142TotalTaxAmt
Distributable Before Adj$152,066DistributableBeforeAdjAmt
Distributable Before Ded$152,066DistributableBeforeDedAmt
Distributable As Adjusted$152,066DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$310,185ExpensesAndContributionsAmt
Qualifying Distributions$310,185QualifyingDistributionsAmt
Adjusted Qualifying Distri$310,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$152,066DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$99,308ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$200,342ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$303,965ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$242,785ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$224,411ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,070,811TotalExcessDistributionCyovAmt
Qualifying Distributions$310,185QualifyingDistributionsAmt
Applied To Current Year$152,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$158,119RemainingDistriFromCorpusAmt
Total Corpus$1,228,930TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$99,308ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,129,622ExcessDistriCyovToNextYrAmt
Excess From Year4$200,342ExcessFromYear4Amt
Excess From Year3$303,965ExcessFromYear3Amt
Excess From Year2$242,785ExcessFromYear2Amt
Excess From Year1$224,411ExcessFromYear1Amt
Excess From Current Year$158,119ExcessFromCurrentYearAmt

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$28,000
ST DOMINIC'S MONESTARY
2636 MONASTERY ROADLINDENVA22642CHURCHSPIRITUAL DEVELOPMENT$5,000
DIOCESE OF HARRISBURG
4800 UNION DEP RDHARRISBURGPA17111PUBLICSPIRITUAL DEVELOPMENT$25,000
THE INSTITUTE OF PRIESTLY FORMATION
2500 CALIFORNIA PLAZAOMAHANE68178PUBLICSPIRITUAL DEVELOPMENT$20,000
MISSIONARIES OF THE PRECIOUS BLOOD
PUBLICFOREIGN MISSIONS$30,000VIALE 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$145,000
VILLANOVA UNIVERSITY
800 LANCASTER AVEVILLANOVAPA19085SCHOOLCAMPUS MINISTRY$15,000
LANCASTER CATHOLIC HIGH SCHOOL
650 JULIETTE AVENUELANCASTERPA17601SCHOOLLIBRARY AND DEVELOPMENT OFFICE$24,685
GIFT OF LIFE - DONORS ARE HEROES
401 NORTH THIRD STREETPHILADELPHIAPA19123PUBLICEDUCATION PROGRAMS FOR DONOR AWARE$2,500
DIOCESE OF HARRISBURG
4800 UNION DEPOSIT RDHARRISBURGPA17111PUBLICLENTEN APPEAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$310,185TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,632ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,419RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$100,681ExclusionAmt
Related Or Exempt Function Incm$6,419RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,100TotalIncomeProducingActyAmt

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$242,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
166,369 SHARES DONEGAL GROUP CL A$2,464,056$2,878,184
3,938 SHARES DONEGAL GROUP CL B$71,672$59,936
9,933 SHARES COLUMBIA WATER CO$173,827$183,761
135 SHARES MARIETTA GRAVITY WATER CO

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK/INVESTMENT FEES$120
D&O INSURANCE$2,108

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2016 BALANCE DUECategoryTxt
Amt$2,152Amt

Comments

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