NIKOLAUS FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
NIKOLAUS FAMILY FOUNDATION (EIN 25-6823641)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-25
IRS object ID
201101459349100100
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-25T07:28:39-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-05-11DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL L REINERName
Phone7176842077Phone
Date Prepared2011-05-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3588312FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss147348ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss17545InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm17545InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm17545InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss70649DividendsRevAndExpnss
Dividends Net Invst Incm70649DividendsNetInvstIncm
Dividends Adj Net Incm70649DividendsAdjNetIncm
Total Revenue And Expenses235542TotalRevenueAndExpenses
Total Net Investment Income88194TotalNetInvestmentIncome
Total Adjusted Net Income88194TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1000AccountingFeesRevAndExpnss
Taxes Rev And Expnss1918TaxesRevAndExpnss
Other Expenses Rev And Expnss95OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss3013TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss224610ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps224610ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss227623TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps224610TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses7919ExcessOfRevenueOverExpenses
Net Investment Income88194NetInvestmentIncome
Adjusted Net Income88194AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY149255CashBOY
Cash EOY1456CashEOY
Cash EOYFMV1456CashEOYFMV
Savings And Temp Cash Invst BOY1201764SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1169634SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1169634SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY1650PrepaidExpensesBOY
Prepaid Expenses EOY1900PrepaidExpensesEOY
Investments Corp Stock BOY2284780InvestmentsCorpStockBOY
Investments Corp Stock EOY2472378InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2417222InvestmentsCorpStockEOYFMV
Total Assets BOY3637449TotalAssetsBOY
Total Assets EOY3645368TotalAssetsEOY
Total Assets EOYFMV3588312TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY3637449UnrestrictedBOY
Unrestricted EOY3645368UnrestrictedEOY
Total Net Assets BOY3637449TotalNetAssetsBOY
Total Net Assets EOY3645368TotalNetAssetsEOY
Total Liabilities Net Assets BOY3637449TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3645368TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3637449TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses7919ExcessOfRevenueOverExpenses
Subtotal3645368Subtotal
Total Net Assets Fund Balances EOY3645368TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1764InvestmentIncomeExciseTax
Subtotal1764Subtotal
Tax Based On Investment Income1764TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1900EstTaxPaymentsAndOverpayment
Total Credits And Payments1900TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment14PenaltyForUnderpayment
Overpayment122Overpayment
Amount Credited To Next Year122AmountCreditedToNextYear

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
States Filed WithPAStatesFiledWith
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

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

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 Line11520 QUARRY ROADAddressLine1
CitySILVER SPRINGCity
StatePAState
ZIP Code17575ZIPCode
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 Securities2129463AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1130191AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3259654TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets3259654AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable48895CashDeemedCharitable
Net Noncharitable Assets3210759NetNoncharitableAssets
Minimum Investment Return160538MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return160538MinimumInvestmentReturn
Tax Based On Investment Income1764TaxBasedOnInvestmentIncome
Total Tax1764TotalTax
Distributable Amount Before Adj158774DistributableAmountBeforeAdj
Distributable Amount Before Ded158774DistributableAmountBeforeDed
Distributable Amount As Adjusted158774DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions224610ExpensesAndContributions
Qualifying Distributions224610QualifyingDistributions
Adj Qualifying Distributions224610AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted158774DistributableAmountAsAdjusted
Excess Distri Carryover Year435254ExcessDistriCarryoverYear4
Excess Distri Carryover Year3101729ExcessDistriCarryoverYear3
Excess Distri Carryover Year253072ExcessDistriCarryoverYear2
Excess Distri Carryover Year179924ExcessDistriCarryoverYear1
Total Excess Distri Carryover269979TotalExcessDistriCarryover
Qualifying Distributions224610QualifyingDistributions
Applied To Current Year158774AppliedToCurrentYear
Remaining Distri From Corpus65836RemainingDistriFromCorpus
Total Corpus335815TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year335815ExcessDistriCyovToNextYear
Excess From Year435254ExcessFromYear4
Excess From Year3101729ExcessFromYear3
Excess From Year253072ExcessFromYear2
Excess From Year179924ExcessFromYear1
Excess From Current Year65836ExcessFromCurrentYear

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 ContributionPurposeOfGrantOrContributionAmountAmount
OUR LADY OF THE ANGELS SC
404 CHERRY STREETCOLUMBIAPA17512SCHOOLGENERAL CONTRIBUTION$86,610
HOLY TRINITY ROMAN CATHOL
548 CHERRY STREETCOLUMBIAPA17512CHURCHCEMETERY PROJ$15,700
DIOCESE OF HARRISBURG
4800 UNION DEP RDHARRISBURGPA17111PUBLICSPIRITUAL DEVELOPMENT$30,000
LAZARUS FOUNDATION
6520 FREETOWN ROADCOLUMBIAMD21044PUBLICSPIRITUAL DEVELOPMENT$14,800
THE INSTITUTE OF PRIESTLY
2500 CALIFORNIA PLAZAOMAHANE68178PUBLICSPIRITUAL DEVELOPMENT$20,000
MISSIONARIES OF THE PRECI
431 E SECOND STDAYTONOH45402PUBLICSPIRITUAL DEVELOPMENT$25,000
ST DOMINIC'S MONESTARY
2636 MONASTERY ROADLINDENVA22642CHURCHSPIRITUAL DEVELOPMENT$5,000
A WOMEN'S CONCERN
616 N DUKE STREETLANCASTERPA17602PUBLICPREGNANCY SUPPORT$5,000
VILLANOVA UNIVERSITY
800 LANCASTER AVEVILLANOVAPA19085SCHOOLCAMPUS MINISTRY$15,000
ST ANNE'S RETIREMENT COM
3952 COLUMBIA AVECOLUMBIAPA17512RETIREMENT HGENERAL CONTRIBUTION$5,000
ST BENEDICT THE ABBOT CHU
1300 LEHMAN STREETLEBANONPA17046CHURCHELEVATOR PROJECT$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year224610TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$17,545ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$70,649ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$88,194ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA88194TotalPartXVIA

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 Contributions147348AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description9,215 SHS DONEGAL GRP CL A STOCKNoncashPropertyDescription
Fair Market Value147348FairMarketValue
Date Received2010-12-17DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$1,000Amount

Compensation Explanation CompensationExplanation

Compensation Compensation

FieldValueIRS element (for citing)
Person NameDONALD H NIKOLAUSPersonName

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
159,369 SHARES DONEGAL GROUP CL A23604562307663
3,938 SHARES DONEGAL GROUP CL B7167269309
2,300 SHARES COLUMBIA WATER CO4025040250

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK FEES95

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)
Category2009 EXCISE TAXCategory
Amount$1,918Amount

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