THE NICHOLL FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE NICHOLL FAMILY FOUNDATION INC (EIN 52-2347387)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-12
- IRS object ID
- 201430719349100703
- Schema version
- 2013v3.0
- 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
- 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 Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-12T13:19:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 W PATRICK ST | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SYKESVILLE | City |
| State | MD | State |
| ZIP Code | 217845607 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA A NICHOLL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4102447005 | PhoneNum |
| Signature | 2014-02-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,514,510 | 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 | $1,002,475 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $165,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,899 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,859,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,899 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,305,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,136 | 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 | $2,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,699 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $455,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $850,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $211,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,243,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,243,337 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $571,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $521,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $667,641 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $357,842 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $358,236 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $388,597 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $16,985 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $12,483 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $13,650 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $3,894,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,767,442 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,193,496 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,789 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,789 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,059,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,910,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,514,510 | 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 | $5,059,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,910,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,059,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,910,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,059,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,910,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,059,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $850,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,910,510 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,910,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES BARCLAYS TIPSETF BOND FUND 296 SHS | P | 2011-05-31 | 2013-01-28 | $35,656 | $32,853 | $2,803 | $2,803 |
| ISHARES MSCI ETF 633 SHS | P | 2012-10-31 | 2013-01-07 | $34,485 | $34,486 | -$1 | -$1 |
| POWERSHARES DB ETF 568 SHRS | P | 2012-10-01 | 2013-01-07 | $31,932 | $35,119 | -$3,187 | -$3,187 |
| ISHARES CORE S&P 500 23 SHS | P | 2012-04-30 | 2013-02-25 | $3,506 | $3,225 | $281 | $281 |
| ISHARES SILVER TRUST 1072 SHS | P | 2012-12-03 | 2013-02-25 | $30,101 | $34,923 | -$4,822 | -$4,822 |
| ISHARES TR MSCI ETF 780 SHS | P | 2013-01-07 | 2013-02-25 | $33,843 | $34,780 | -$937 | -$937 |
| ISHARES IBOXX INV ETF 20 SHS | P | 2011-10-03 | 2013-02-25 | $2,400 | $2,237 | $163 | $163 |
| ISHARES MSCI ETF 600 SHS | P | 2012-10-31 | 2013-04-01 | $36,293 | $34,374 | $1,919 | $1,919 |
| POWERSHARES DB ENERGY 1218 SHS | P | 2013-04-01 | 2013-04-29 | $34,091 | $35,504 | -$1,413 | -$1,413 |
| ISHARES JP MORGAN ETF 289 SHS | P | 2012-01-30 | 2013-04-01 | $33,905 | $31,883 | $2,022 | $2,022 |
| INVESCO GLOBAL 8817 SHS | P | 2012-07-03 | 2013-04-10 | $99,989 | $86,184 | $13,805 | $13,805 |
| SUNAMERICA FOCUSED DIV 5336.891 SHS | P | 2012-02-16 | 2013-04-10 | $80,000 | $67,191 | $12,809 | $12,809 |
| BUILD AMERICA BD 18 SHS | P | 2010-06-23 | 2013-04-10 | $19,125 | $17,315 | $1,810 | $1,810 |
| ISHARES MSCI EAFE INDEX 51 SHS | P | 2012-12-03 | 2013-06-03 | $3,070 | $2,814 | $256 | $256 |
| ISHARES NAREIT 2371 SHS | P | 2012-07-30 | 2013-06-03 | $32,055 | $34,839 | -$2,784 | -$2,784 |
| CURRENCY SHARES AUSTRALIA 333 SHS | P | 2012-07-30 | 2013-06-03 | $32,524 | $35,005 | -$2,481 | -$2,481 |
| WISDOMTREE EMERGING ETF 1659 SHS | P | 2013-01-07 | 2013-06-03 | $33,959 | $35,154 | -$1,195 | -$1,195 |
| ISHARES CORE S&P 500 16 SHS | P | 2012-04-30 | 2013-06-03 | $2,624 | $2,243 | $381 | $381 |
| WISDOMTREE EMERGING ETF LOCAL DEBT 668 SHS | P | 2013-04-29 | 2013-07-01 | $32,124 | $35,838 | -$3,714 | -$3,714 |
| ISHARES US PREFERRED STOCK 881 SHS | P | 2012-05-29 | 2013-07-29 | $34,192 | $34,007 | $185 | $185 |
| ISHARES IBOXX INV ETF 291 SHS | P | 2011-10-03 | 2013-07-01 | $33,072 | $32,551 | $521 | $521 |
| ISHARES CORE S&P MIDCAP 21 SHS | P | 2013-02-25 | 2013-07-01 | $2,465 | $2,306 | $159 | $159 |
| ISHARES S&P SMALLCAP 30 SHS | P | 2013-04-01 | 2013-07-01 | $2,751 | $2,575 | $176 | $176 |
| ISHARES FTSE NAREIT 1064 SHS | P | 2012-12-03 | 2013-07-01 | $33,452 | $34,782 | -$1,330 | -$1,330 |
| POWERSHARES US DOLLAR BULL 1568 SHS | P | 2013-02-25 | 2013-07-29 | $34,684 | $34,904 | -$220 | -$220 |
| PROSHARES LOW VOL 1071 SHS | P | 2013-07-29 | 2013-09-30 | $33,436 | $34,750 | -$1,314 | -$1,314 |
| PROSHARES EMERGING MKT 1147 SHS | P | 2013-07-01 | 2013-09-30 | $31,553 | $33,756 | -$2,203 | -$2,203 |
| CURRENCY EURO FD 15 SHS | P | 2013-06-03 | 2013-09-30 | $2,010 | $1,947 | $63 | $63 |
| ISHARES US REAL ESTATE 514 SHS | P | 2012-04-30 | 2013-09-03 | $31,605 | $32,716 | -$1,111 | -$1,111 |
| ISHARES CORE S&P 500 11 SHS | P | 2012-04-30 | 2013-09-30 | $1,860 | $1,542 | $318 | $318 |
| ISHARES GOLD TRUST 2494 SHS | P | 2013-09-03 | 2013-09-30 | $32,297 | $33,968 | -$1,671 | -$1,671 |
| ISHARES MSCI EAFE INDEX 47 SHS | P | 2012-12-03 | 2013-09-30 | $2,997 | $2,593 | $404 | $404 |
| ISHARES CORE MIDCAP 20 SHS | P | 2013-02-25 | 2013-09-30 | $2,470 | $2,197 | $273 | $273 |
| ISHARES SMALLCAP 34 SHS | P | 2013-04-01 | 2013-09-30 | $3,372 | $2,918 | $454 | $454 |
| ISHARES RESIDENTIAL REIT 677 SHS | P | 2013-06-03 | 2013-09-03 | $31,169 | $35,108 | -$3,939 | -$3,939 |
| PIMCO SHORT MATURITY 337 SHS | P | 2013-09-30 | 2013-10-28 | $34,208 | $34,175 | $33 | $33 |
| DELL INC 2000 SHS | P | 2007-12-21 | 2013-10-30 | $27,500 | $49,880 | -$22,380 | -$22,380 |
| INVESCO GLOBAL DIV STRAT 63759 SHS | P | 2012-07-03 | 2013-10-01 | $743,727 | $623,225 | $120,502 | $120,502 |
| GOLDMAN SACHS BK CD 96000 UNITS | P | 2008-12-26 | 2013-12-31 | $96,000 | $96,000 | $0 | $0 |
| GNMA | P | 2003-03-04 | 2013-12-31 | $2,641 | $2,641 | $2,641 | |
| CAPITAL GAINS DIVIDENDS | P | $30,623 | $30,623 | $30,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,899 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $545,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,905,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.111100 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $330,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,050,839 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $370,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,206,105 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,112,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040713 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $374,671 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,395,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.268495 | DistributionYr5Rt |
| Total Distribution | 0.617178 | TotalDistributionRt |
| Average Distribution | 0.123436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,248,863 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $647,899 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,432 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $650,331 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,864 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,864 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,850 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,850 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,014 | 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 | AddressLine1 |
| City | SYKESVILLE | City |
| State | MD | State |
| ZIP Code | 217845607 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $5,162,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,035 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,328,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,328,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,248,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,864 | TotalTaxAmt |
| Distributable Before Adj | $257,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $390,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $165,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $330,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $545,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,040,247 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $132,421 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,172,668 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,172,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $165,247 | ExcessFromYear3Amt |
| Excess From Year2 | $330,000 | ExcessFromYear2Amt |
| Excess From Year1 | $545,000 | ExcessFromYear1Amt |
| Excess From Current Year | $132,421 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOHN HOPKINS UNIVERSITY | |||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 212182683 | NONE | 501(C)(3) | DONATION | $280,000 |
| THE UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC (UMBF) | |||||||
| 515 W LOMBARD ST 3RD FLR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | DONATION | $60,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 465565602 | NONE | 501(C)(3) | EDUCATIONAL OPPORTUNITIES FOR YOUTH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,000 | 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 | $165,237 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,899 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $303,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,136 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER TERESA NICHOLL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 DAY ROAD | AddressLine1 |
| City | SYKESVILLE | City |
| State | MD | State |
| ZIP Code | 217845607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,002,475 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,475 | Amt |
| Net Investment Income | $1,250 | 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 | $358,236 | EOYBookValueAmt |
| EOYFMV | $388,597 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $521,223 | EOYBookValueAmt |
| EOYFMV | $667,641 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,303,176 | $2,634,824 |
| CERTIFICATE OF DEPOSITS | AT COST | $0 | $0 |
| ISHARES 0087 | AT COST | $495,018 | $524,685 |
| CORPORATE AND EQUITY TRUSTS | AT COST | $969,248 | $1,033,987 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $5,873 | $5,843 | $5,843 |
| ACCRUED DIVIDENDS | $1,927 | $1,946 | $1,946 |
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 | $58,699 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58,699 | 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 | AddressLine1 |
| City | SYKESVILLE | City |
| State | MD | State |
| ZIP Code | 217845607 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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