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NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-05
IRS object ID
201723099349100102
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-05T18:00:29-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL L REINERPreparerPersonNm
PTINP00028077PTIN
Phone7176842077PhoneNum
Preparation2017-10-30PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id779BC51E970088F2D09E4506736EBB8DF78A63C2AtSubmissionCreationDeviceId
At Submission Filing Device Id779BC51E970088F2D09E4506736EBB8DF78A63C2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,257,182FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$199,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$755InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$755InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$755InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$98,928DividendsRevAndExpnssAmt
Dividends Net Invst Incm$98,928DividendsNetInvstIncmAmt
Dividends Adj Net Incm$98,928DividendsAdjNetIncmAmt
Total Rev And Expnss$299,183TotalRevAndExpnssAmt
Total Net Invst Incm$99,683TotalNetInvstIncmAmt
Total Adj Net Incm$99,683TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,112TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,205OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,817TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$368,869ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$368,869ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$374,686TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$368,869TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$75,503ExcessRevenueOverExpensesAmt
Net Investment Income$99,683NetInvestmentIncomeAmt
Adjusted Net Income$99,683AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,869CashBOYAmt
Cash EOY$3,538CashEOYAmt
Cash EOYFMV$3,538CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,468SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,296SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,296SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,809,332CorporateStockBOYAmt
Corporate Stock EOY$2,809,332CorporateStockEOYAmt
Corporate Stock EOYFMV$3,244,348CorporateStockEOYFMVAmt
Other Investments BOY$75,000OtherInvestmentsBOYAmt
Total Assets BOY$2,897,669TotalAssetsBOYAmt
Total Assets EOY$2,822,166TotalAssetsEOYAmt
Total Assets EOYFMV$3,257,182TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,897,669UnrestrictedBOYAmt
Unrestricted EOY$2,822,166UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,897,669TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,822,166TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,897,669TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,822,166TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,897,669TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$75,503ExcessRevenueOverExpensesAmt
Subtotal$2,822,166SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,822,166TotNetAstOrFundBalancesEOYAmt

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$1,994InvestmentIncomeExciseTaxAmt
Subtotal$1,994SubtotalAmt
Tax Based On Investment Income$1,994TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$59EsPenaltyAmt
Tax Due$2,053TaxDueAmt

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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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$2,947,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,802AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,973,654TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,973,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,605CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,929,049NetVlNoncharitableAssetsAmt
Minimum Investment Return$146,452MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146,452MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,994TaxBasedOnInvestmentIncomeAmt
Total Tax$1,994TotalTaxAmt
Distributable Before Adj$144,458DistributableBeforeAdjAmt
Distributable Before Ded$144,458DistributableBeforeDedAmt
Distributable As Adjusted$144,458DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$368,869ExpensesAndContributionsAmt
Qualifying Distributions$368,869QualifyingDistributionsAmt
Adjusted Qualifying Distri$368,869AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$144,458DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$152,204ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$99,308ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$200,342ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$303,965ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$242,785ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$998,604TotalExcessDistributionCyovAmt
Qualifying Distributions$368,869QualifyingDistributionsAmt
Applied To Current Year$144,458AppliedToCurrentYearAmt
Remaining Distri From Corpus$224,411RemainingDistriFromCorpusAmt
Total Corpus$1,223,015TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$152,204ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,070,811ExcessDistriCyovToNextYrAmt
Excess From Year4$99,308ExcessFromYear4Amt
Excess From Year3$200,342ExcessFromYear3Amt
Excess From Year2$303,965ExcessFromYear2Amt
Excess From Year1$242,785ExcessFromYear1Amt
Excess From Current Year$224,411ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/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
INTERNATIONAL CENTER OF PRECIOUS BL
PUBLICFOREIGN MISSIONS$30,000GYLLENSTORMSTRASSE 8AIDENSALZBURGAU5026
ST ANNE'S RETIREMENT COM
3952 COLUMBIA AVECOLUMBIAPA17512RETIREMENT HMEMORY SUPPORT UNIT, GENERAL$5,000
OUR LADY OF THE ANGELS SC
404 CHERRY STREETCOLUMBIAPA17512SCHOOLGENERAL CONTRIBUTION$135,000
VILLANOVA UNIVERSITY
800 LANCASTER AVEVILLANOVAPA19085SCHOOLCAMPUS MINISTRY$15,000
LANCASTER CATHOLIC HIGH SCHOOL
650 JULIETTE AVENUELANCASTERPA17601SCHOOLLIBRARY AND DEVELOPMENT OFFICE$26,869
THE TRANSPLANT FOUNDATION
401 NORTH THIRD STREETPHILADELPHIAPA19123PUBLICEDUCATION PROGRAMS FOR DONOR AWARE$2,500
ST LEO THE GREAT CATHOLIC CHURCH
2427 MARIETTA AVELANCASTERPA17601CHURCHSCHOOL BUILDING FUND$70,000
HOLY TRINITY ROMAN CATHOLIC CHURCH
548 CHERRY STREETCOLUMBIAPA17512CHURCHFOOD FOR THE POOR$1,500
DIOCESE OF HARRISBURG
4800 UNION DEPOSIT RDHARRISBURGPA17111PUBLICLENTEN APPEAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$368,869TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$755ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$98,928ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$99,683ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,683TotalIncomeProducingActyAmt

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$199,500TotalContributionsAmt
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$2,908,130
3,938 SHARES DONEGAL GROUP CL B$71,672$62,614
9,933 SHARES COLUMBIA WATER CO$173,828$173,828
135 SHARES MARIETTA GRAVITY WATER CO$99,776$99,776

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCORPORATE NOTECategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK/INVESTMENT FEES$97
D&O INSURANCE$2,108

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2015 BALANCE DUECategoryTxt
Amt$2,112Amt

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