THE NICHOLL FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE NICHOLL FAMILY FOUNDATION INC (EIN 52-2347387)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-09
- IRS object ID
- 202542829349101019
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T13:29:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MCGINLEY | PreparerPersonNm |
| PTIN | P00227772 | PTIN |
| Phone | 3016947411 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,078,984 | 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 | $1,001,142 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $370,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $993,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,132,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $993,580 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,386,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,385,840 | 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 | $7,848 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,886 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $42,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,743 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,691 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,691 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,320,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,320,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,413,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,320,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $973,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,330,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $620,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $595,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $595,592 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,036,034 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $571,025 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $551,969 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,613,463 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,220,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,931,423 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,270,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,386,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,078,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $12,270,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,386,994 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,270,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,386,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,270,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,386,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,270,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $973,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,449 | OtherIncreasesAmt |
| Subtotal | $13,386,994 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,386,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $687,372 | $690,896 | -$3,524 | -$3,524 |
| PUBLICLY TRADED SECURITIES | P | $3,283,311 | $2,438,524 | $844,787 | $844,787 |
| PARTNERSHIP GAINS | P | $772 | $772 | $772 | |
| PARTNERSHIP LOSSES | P | $9,514 | -$9,514 | -$9,514 | |
| CAPITAL GAINS DIVIDENDS | P | $161,059 | $161,059 | $161,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $993,580 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,427 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,027 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,533 | OverpaymentAmt |
| Applied To ES Tax | $23,533 | 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 | 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 | $12,252,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $622,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,875,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,875,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,682,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $634,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $634,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,494 | TotalTaxAmt |
| Distributable Before Adj | $615,610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $615,610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $615,610 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,320,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,320,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $615,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $422,828 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $467,672 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $496,365 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $527,318 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $526,739 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,440,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,320,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $615,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $704,390 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,145,312 | 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 | $422,828 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,722,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $467,672 | ExcessFromYear4Amt |
| Excess From Year3 | $496,365 | ExcessFromYear3Amt |
| Excess From Year2 | $527,318 | ExcessFromYear2Amt |
| Excess From Year1 | $526,739 | ExcessFromYear1Amt |
| Excess From Current Year | $704,390 | 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 (14 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 |
| BRIDGING LIFECARROLL COUNTY HOSPICE | |||||||
| 200 MEMORIAL AVE | WESTMINSTER | MD | 21157 | NONE | 501(C)(3) | DONATION | $10,000 |
| CHILDREN'S ROADS TO RECOVERY INC | |||||||
| 3155 PRESIDENTIAL DRIVE STE 104 | ATLANTA | GA | 30340 | NONE | 501(C)(3) | DONATION | $10,000 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PKWY | IRVINE | CA | 92618 | NONE | 501(C)(3) | DONATION | $20,000 |
| 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 | $750,000 |
| MEDSTAR UNION MEMORIAL HOSPITAL | |||||||
| 201 E UNIVERSITY PKWY | BALTIMORE | MD | 212182683 | NONE | 501(C)(3) | DONATION | $100,000 |
| 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 | $200,000 |
| CRITTER CALVARY RESCUE | |||||||
| 608 EASTCASTLE CT | FRANKLIN | TN | 37069 | NONE | 501(C)(3) | DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,320,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,129 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $22,131 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $993,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $22,131 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,363,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,385,840 | 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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PETER AND TERESA NICHOLL | |||||||
| 1 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $883,017 | Yes (X) | |
| PETER AND TERESA NICHOLL | |||||||
| 2 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $113,155 | Yes (X) | |
| PETER AND TERESA NICHOLL | |||||||
| 3 | 1124 DAY ROAD | SYKESVILLE | MD | 217845607 | $4,970 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $883,017 | 2024-12-19 |
| 2 | MARKETABLE SECURITIES | $113,155 | 2024-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,848 | Amt |
| Net Investment Income | $5,886 | 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 | $571,025 | EOYBookValueAmt |
| EOYFMV | $551,969 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $9,936,054 | $10,030,996 |
| PARTNERSHIPS | AT COST | $2,284,323 | $2,900,427 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $36,323 | $36,323 | $0 |
| INVESTMENT EXPENSES | $4,508 | $4,508 | $0 |
| ACCRUED INTEREST PAID | $2,860 | $2,860 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $22,131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,131 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET BASIS ADJUSTMENTS | Desc |
| Amt | $143,449 | Amt |
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 | $36,353 | $0 | $0 |
| FOREIGN TAXES | $5,743 | $5,743 | $0 |