NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-12-12
IRS object ID
201323469349100502
Schema version
2012v2.3
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)
Timestamp2013-12-12T16:15:35-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAGER SWISHER & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115 NORTH THIRD STREETAddressLine1
CityCOLUMBIACity
StatePAState
ZIP Code17512ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN256823641EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NIKOLAUS FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNIKONameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1327 LOCUST STREETAddressLine1
CityCOLUMBIACity
StatePAState
ZIP Code17512ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDONALD NILOLAUSName
TitleTRUSTEETitle
Date Signed2013-12-10DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL L REINERName
Phone7176842077Phone
Date Prepared2013-12-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3335516FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss99776ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss4005InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm4005InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm4005InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss85254DividendsRevAndExpnss
Dividends Net Invst Incm85254DividendsNetInvstIncm
Dividends Adj Net Incm85254DividendsAdjNetIncm
Total Revenue And Expenses189035TotalRevenueAndExpenses
Total Net Investment Income89259TotalNetInvestmentIncome
Total Adjusted Net Income89259TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1100AccountingFeesRevAndExpnss
Taxes Rev And Expnss1856TaxesRevAndExpnss
Other Expenses Rev And Expnss942OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss3898TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss253525ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps253525ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss257423TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps253525TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-68388ExcessOfRevenueOverExpenses
Net Investment Income89259NetInvestmentIncome
Adjusted Net Income89259AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2810CashBOY
Cash EOY15883CashEOY
Cash EOYFMV15883CashEOYFMV
Savings And Temp Cash Invst BOY933017SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY714364SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV714364SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY122PrepaidExpensesBOY
Investments Corp Stock BOY2596978InvestmentsCorpStockBOY
Investments Corp Stock EOY2734292InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2605269InvestmentsCorpStockEOYFMV
Total Assets BOY3532927TotalAssetsBOY
Total Assets EOY3464539TotalAssetsEOY
Total Assets EOYFMV3335516TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY3532927UnrestrictedBOY
Unrestricted EOY3464539UnrestrictedEOY
Total Net Assets BOY3532927TotalNetAssetsBOY
Total Net Assets EOY3464539TotalNetAssetsEOY
Total Liabilities Net Assets BOY3532927TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3464539TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3532927TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-68388ExcessOfRevenueOverExpenses
Subtotal3464539Subtotal
Total Net Assets Fund Balances EOY3464539TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxtrueLiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1785InvestmentIncomeExciseTax
Subtotal1785Subtotal
Tax Based On Investment Income1785TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment39PenaltyForUnderpayment
Tax Due1824TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameDONALD H NIKOLAUSBooksInCareOfPersonName
Books In Care Of Phone Number7176844422BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1327 LOCUST STREETAddressLine1
CityCOLUMBIACity
StatePAState
ZIP Code17512ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameDONALD H NIKOLAUSPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1327 LOCUST STREETAddressLine1
CityCOLUMBIACity
StatePAState
ZIP Code17512ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position5.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2442998AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances724561AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3167559TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets3167559AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable47513CashDeemedCharitable
Net Noncharitable Assets3120046NetNoncharitableAssets
Minimum Investment Return156002MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return156002MinimumInvestmentReturn
Tax Based On Investment Income1785TaxBasedOnInvestmentIncome
Total Tax1785TotalTax
Distributable Amount Before Adj154217DistributableAmountBeforeAdj
Distributable Amount Before Ded154217DistributableAmountBeforeDed
Distributable Amount As Adjusted154217DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions253525ExpensesAndContributions
Qualifying Distributions253525QualifyingDistributions
Adj Qualifying Distributions253525AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted154217DistributableAmountAsAdjusted
Excess Distri Carryover Year5101729ExcessDistriCarryoverYear5
Excess Distri Carryover Year453072ExcessDistriCarryoverYear4
Excess Distri Carryover Year379924ExcessDistriCarryoverYear3
Excess Distri Carryover Year265836ExcessDistriCarryoverYear2
Excess Distri Carryover Year1152204ExcessDistriCarryoverYear1
Total Excess Distri Carryover452765TotalExcessDistriCarryover
Qualifying Distributions253525QualifyingDistributions
Applied To Current Year154217AppliedToCurrentYear
Remaining Distri From Corpus99308RemainingDistriFromCorpus
Total Corpus552073TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5101729ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year450344ExcessDistriCyovToNextYear
Excess From Year453072ExcessFromYear4
Excess From Year379924ExcessFromYear3
Excess From Year265836ExcessFromYear2
Excess From Year1152204ExcessFromYear1
Excess From Current Year99308ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDONALD H NIKOLAUSContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCodeAddress Line2RecipientUSAddress/AddressLine2
HOLY TRINITY ROMAN CATHOL
548 CHERRY STREETCOLUMBIAPA17512CHURCHCEMETERY PROJ$21,000
ST DOMINIC'S MONESTARY
2636 MONASTERY ROADLINDENVA22642CHURCHSPIRITUAL DEVELOPMENT$5,000
DIOCESE OF HARRISBURG
4800 UNION DEP RDHARRISBURGPA17111PUBLICSPIRITUAL DEVELOPMENT$25,000
THE INSTITUTE OF PRIESTLY
2500 CALIFORNIA PLAZAOMAHANE68178PUBLICSPIRITUAL DEVELOPMENT$20,000
A WOMEN'S CONCERN
616 N DUKE STREETLANCASTERPA17602PUBLICPREGNANCY SUPPORT$2,500
INTERNATIONAL CENTER OF PRECIOUS BL
PUBLICFOREIGN MISSIONS$25,000GYLLENSTORMSTRASSE 8AIDENSALZBURGAU5026
ST ANNE'S RETIREMENT COM
3952 COLUMBIA AVECOLUMBIAPA17512RETIREMENT HGENERAL CONTRIBUTION$5,000
OUR LADY OF THE ANGELS SC
404 CHERRY STREETCOLUMBIAPA17512SCHOOLGENERAL CONTRIBUTION$95,000
VILLANOVA UNIVERSITY
800 LANCASTER AVEVILLANOVAPA19085SCHOOLCAMPUS MINISTRY$15,000
LANCASTER CATHOLIC HIGH SCHOOL
650 JULIETTE AVENUELANCASTERPA17601SCHOOLCO-EDUCATIONAL DIOCESAN SEC. SCHOOL$20,025
UNIVERSITY OF PENNA
3535 MARKET STREETPHILADELPHIAPA19104SCHOOLMEDICAL DEVELOPMENT$20,000SUITE 750
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year253525TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$4,005ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$85,254ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$89,259ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA89259TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDONALD H NIKOLAUSContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11520 QUARRY ROAD PO BOX 286AddressLine1
CitySILVER SPRINGCity
StatePAState
ZIP Code17575ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions99776AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description135 SHS MARIETTA GRAVITY WATER CNoncashPropertyDescription
Fair Market Value99776FairMarketValue
Date Received2012-12-28DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$1,100Amount

Compensation Explanation CompensationExplanation

Compensation Compensation

FieldValueIRS element (for citing)
Person NameDONALD H NIKOLAUSPersonName

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
166,369 SHARES DONEGAL GROUP CL A24640562335821
3,938 SHARES DONEGAL GROUP CL B7167270884
5,645 SHARES COLUMBIA WATER CO9878898788
135 SHARES MARIETTA GRAVITY WATER CO9977699776

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK/INVESTMENT FEES942

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameDONALD H NIKOLAUSPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 QUARRY ROADAddressLine1
Address Line2PO BOX 286AddressLine2
CitySILVER SPRINGCity
StatePAState
ZIP Code17575ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Category2011 BALANCE DUECategory
Amount$1,856Amount

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