NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-23
- IRS object ID
- 201222059349100257
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-23T12:28:46-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGER SWISHER & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 NORTH THIRD STREET | AddressLine1 |
| City | COLUMBIA | City |
| State | PA | State |
| ZIP Code | 17512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256823641 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIKOLAUS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NIKO | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 LOCUST STREET | AddressLine1 |
| City | COLUMBIA | City |
| State | PA | State |
| ZIP Code | 17512 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD NILOLAUS | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-07-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL L REINER | Name |
| Phone | 7176842077 | Phone |
| Date Prepared | 2012-07-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3417563 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 103600 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 8524 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8524 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 8524 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 79478 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 79478 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 79478 | DividendsAdjNetIncm |
| Other Income Rev And Expnss | 276 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 276 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 191878 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88002 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 88278 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 1778 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 95 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2873 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 301446 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 301446 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 304319 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 301446 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -112441 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 88002 | NetInvestmentIncome |
| Adjusted Net Income | 88278 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1456 | CashBOY |
| Cash EOY | 2810 | CashEOY |
| Cash EOYFMV | 2810 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1169634 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 933017 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 933017 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1900 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 122 | PrepaidExpensesEOY |
| Investments Corp Stock BOY | 2472378 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2596978 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2481736 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3645368 | TotalAssetsBOY |
| Total Assets EOY | 3532927 | TotalAssetsEOY |
| Total Assets EOYFMV | 3417563 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3645368 | UnrestrictedBOY |
| Unrestricted EOY | 3532927 | UnrestrictedEOY |
| Total Net Assets BOY | 3645368 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3532927 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3645368 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3532927 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3645368 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -112441 | ExcessOfRevenueOverExpenses |
| Subtotal | 3532927 | Subtotal |
| Total Net Assets Fund Balances EOY | 3532927 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1760 | InvestmentIncomeExciseTax |
| Subtotal | 1760 | Subtotal |
| Tax Based On Investment Income | 1760 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 122 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 122 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 38 | PenaltyForUnderpayment |
| Tax Due | 1676 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | DONALD H NIKOLAUS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7176844422 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 LOCUST STREET | AddressLine1 |
| City | COLUMBIA | City |
| State | PA | State |
| ZIP Code | 17512 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DONALD H NIKOLAUS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 327 LOCUST STREET | AddressLine1 |
| City | COLUMBIA | City |
| State | PA | State |
| ZIP Code | 17512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2151401 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 914627 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3066028 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3066028 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 45990 | CashDeemedCharitable |
| Net Noncharitable Assets | 3020038 | NetNoncharitableAssets |
| Minimum Investment Return | 151002 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 151002 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1760 | TaxBasedOnInvestmentIncome |
| Total Tax | 1760 | TotalTax |
| Distributable Amount Before Adj | 149242 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 149242 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 149242 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 301446 | ExpensesAndContributions |
| Qualifying Distributions | 301446 | QualifyingDistributions |
| Adj Qualifying Distributions | 301446 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 149242 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 35254 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 101729 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 53072 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 79924 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 65836 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 335815 | TotalExcessDistriCarryover |
| Qualifying Distributions | 301446 | QualifyingDistributions |
| Applied To Current Year | 149242 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 152204 | RemainingDistriFromCorpus |
| Total Corpus | 488019 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 35254 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 452765 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 101729 | ExcessFromYear4 |
| Excess From Year3 | 53072 | ExcessFromYear3 |
| Excess From Year2 | 79924 | ExcessFromYear2 |
| Excess From Year1 | 65836 | ExcessFromYear1 |
| Excess From Current Year | 152204 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD H NIKOLAUS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOLY TRINITY ROMAN CATHOL | |||||||||||
| 548 CHERRY STREET | COLUMBIA | PA | 17512 | CHURCH | CEMETERY PROJ | $14,000 | |||||
| ST DOMINIC'S MONESTARY | |||||||||||
| 2636 MONASTERY ROAD | LINDEN | VA | 22642 | CHURCH | SPIRITUAL DEVELOPMENT | $5,000 | |||||
| DIOCESE OF HARRISBURG | |||||||||||
| 4800 UNION DEP RD | HARRISBURG | PA | 17111 | PUBLIC | SPIRITUAL DEVELOPMENT | $30,000 | |||||
| THE INSTITUTE OF PRIESTLY | |||||||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | PUBLIC | SPIRITUAL DEVELOPMENT | $20,000 | |||||
| A WOMEN'S CONCERN | |||||||||||
| 616 N DUKE STREET | LANCASTER | PA | 17602 | PUBLIC | PREGNANCY SUPPORT | $2,500 | |||||
| CATHOLIC CHARITIES HOPE HOUSE | |||||||||||
| 4800 UNION DEPOSIT ROAD | HARRISBURG | PA | 171113710 | PUBLIC | PERSONAL CARE BOARDING HOME | $10,000 | |||||
| INTERNATIONAL CENTER OF PRECIOUS BL | |||||||||||
| PUBLIC | MISSIONARY WORK CENTRAL AND SOUTH AM | $25,000 | GYLLENSTORMSTRASSE 8 | AIDEN | SALZBURG | AU | 5026 | ||||
| HOLY FAMILY RADIO INC | |||||||||||
| PO BOX 6028 | LANCASTER | PA | 176076028 | PUBLIC | GENERAL CONTRIBUTION | $15,000 | |||||
| ST ANNE'S RETIREMENT COM | |||||||||||
| 3952 COLUMBIA AVE | COLUMBIA | PA | 17512 | RETIREMENT H | GENERAL CONTRIBUTION | $6,250 | |||||
| OUR LADY OF THE ANGELS SC | |||||||||||
| 404 CHERRY STREET | COLUMBIA | PA | 17512 | SCHOOL | GENERAL CONTRIBUTION | $104,900 | |||||
| VILLANOVA UNIVERSITY | |||||||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | SCHOOL | CAMPUS MINISTRY | $15,000 | |||||
| LANCASTER CATHOLIC HIGH SCHOOL | |||||||||||
| 650 JULIETTE AVENUE | LANCASTER | PA | 17601 | SCHOOL | CO-EDUCATIONAL DIOCESAN SEC. SCHOOL | $53,796 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 301446 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,524 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $79,478 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Related Or Exempt Function Income | 276 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $88,002 | ExclusionAmount |
| Related Or Exempt Function Income | 276 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 88278 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumber |
| Relationship Statement | ADDITIONAL REVENUE GENERATED TO BE DISBURSED TO CHARITABLE | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DONALD H NIKOLAUS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 QUARRY ROAD PO BOX 286 | AddressLine1 |
| City | SILVER SPRING | City |
| State | PA | State |
| ZIP Code | 17575 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 103600 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 7,000 SHS DONEGAL GRP CL A STOCK | NoncashPropertyDescription |
| Fair Market Value | 103600 | FairMarketValue |
| Date Received | 2011-12-22 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $1,000 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DONALD H NIKOLAUS | PersonName |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 166,369 SHARES DONEGAL GROUP CL A | 2464056 | 2355785 |
| 3,938 SHARES DONEGAL GROUP CL B | 71672 | 64701 |
| 3,500 SHARES COLUMBIA WATER CO | 61250 | 61250 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK FEES | 95 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Revenue And Expenses Per Books | 276 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 276 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DONALD H NIKOLAUS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 QUARRY ROAD | AddressLine1 |
| Address Line2 | PO BOX 286 | AddressLine2 |
| City | SILVER SPRING | City |
| State | PA | State |
| ZIP Code | 17575 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2010 BALANCE DUE | Category |
| Amount | $1,778 | Amount |
Comments