NICKLIES FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NICKLIES FOUNDATION INC (EIN 20-0520043)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-10
- IRS object ID
- 202501619349101300
- Schema version
- 2024v5.1
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-10T13:51:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 N WHITTINGTON PKWY STE 400 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200520043 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICKLIES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICK | BusinessNameControlTxt |
| Phone | 5024230072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 BROWNSBORO ROAD STE 100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W NICKLIES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5024230072 | PhoneNum |
| Signature | 2025-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FAITH CRUMP | PreparerPersonNm |
| PTIN | P00744911 | PTIN |
| Phone | 5025896050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,544,231 | 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 | $596,877 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,837 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $164,833 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $164,833 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $80,910 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $801,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,670 | 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 |
| Other Prof Fees Rev And Expnss | $67,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,649 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,887 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $29,887 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $39,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,972 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $424,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,863 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,743 | CashBOYAmt |
| Cash EOY | $47,483 | CashEOYAmt |
| Cash EOYFMV | $47,483 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,883,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,653,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,653,116 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $7,756 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $143,334 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $108,288 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $143,334 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $143,334 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,417,681 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $228,310 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $977,311 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,189,371 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,189,371 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,265 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $507,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $507,142 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,820 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,785 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,119,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,544,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,544,231 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,227,314 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,227,314 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,884,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,309,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,112,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,537,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,119,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,544,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,112,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $424,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,537,231 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,537,231 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156 | OverpaymentAmt |
| Applied To ES Tax | $156 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5024230072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 BROWNSBORO ROAD STE 100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID W NICKLIES | ||||||||
| 4910 BROWNSBORO ROAD STE 100 | LOUISVILLE | KY | 40222 | PRESIDENT (THRU 7/31/24) | 4.00 | $0 | $0 | $0 |
| JANET F NICKLIES | ||||||||
| 4910 BROWNSBORO ROAD STE 100 | LOUISVILLE | KY | 40222 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| GRANT W NICKLIES | ||||||||
| 4910 BROWNSBORO ROAD STE 100 | LOUISVILLE | KY | 40222 | DIRECTOR/SECRETARY | 2.00 | $0 | $0 | $0 |
| LINDSEY N NICKLIES | ||||||||
| 4910 BROWNSBORO ROAD STE 100 | LOUISVILLE | KY | 40222 | DIRECTOR | 2.00 | $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 | $41,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,769,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,346,756 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,158,044 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,158,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,110,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $804 | TotalTaxAmt |
| Distributable Before Adj | $154,730 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,730 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,730 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $229,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,511 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $26,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,893 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $229,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,020 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,199 | 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 | $9,511 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,207 | ExcessFromYear3Amt |
| Excess From Year2 | $2,568 | ExcessFromYear2Amt |
| Excess From Year1 | $7,893 | ExcessFromYear1Amt |
| Excess From Current Year | $75,020 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID W NICKLIES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID W NICKLIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 DUCTHMANS LANE STE 100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5024127638 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION PROCESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 21ST CENTURY PARKS INC | ||||||||
| 471 W MAIN STREET SUITE 202 | LOUISVILLE | KY | 40202 | NONE | 501(C)(3) | PROVIDE FUNDING TO MAINTAIN THE PARKS | $25,000 | |
| 502 CIRCLE FOUNDATION | ||||||||
| 15 WEST CHESNUT STREET | JEFFERSONVILLE | IN | 47130 | NONE | 501(C)(3) | PROVIDE ADDITIONAL FUNDS FOR ATHLETES | $5,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1519 GARDINER LANE SUITE B | LOUISVILLE | KY | 40218 | NONE | 501(C)(3) | TO CREATE AND SUPPORT ONE TO ONE MENTORSHIPS | $3,000 | |
| CASA INC | ||||||||
| 982 EASTERN PARKWAY BOX 9 | LOUISVILLE | KY | 40217 | NONE | 501(C)(3) | TO PROVIDE FUNDING TO PAIR VOLUNTEERS TO BE THE VOICE FOR ABUSED AND NEGLECTED CHILDREN IN FAMILY COURT | $1,500 | |
| CHRISTOPHER IIX GAME CHANGERS INC | ||||||||
| 1800 W MUHAMMED ALI BLVD | LOUISVILLE | KY | 40203 | NONE | 501(C)(3) | TO PROVIDE FUNDING TO PROMOTE EARLY CHILDHOOD EDUCATION, PARENTAL INVOLVEMENT, MENTORING, AND COMMUNITY INVOLVEMENT. | $5,000 | |
| CLOUT | ||||||||
| 1113 S FOURTH STREET STE 350 | LOUISVILLE | KY | 40203 | NONE | 501(C)(3) | PROVIDE FUNDING TO HELP SOLVE CRITICAL COMMUNITY PROBLEMS | $500 | |
| DARE TO CARE FOOD BANK | ||||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | NONE | 501(C)(3) | PROVIDE FINANCIAL SUPPORT TO PROVIDE MEALS TO THOSE IN NEEDS | $5,000 | |
| FHGR INC | ||||||||
| 471 WEST MAIN STREET 202 | LOUISVILLE | KY | 40202 | NONE | 501(C)(3) | PROVIDE FUNDING FOR THOSE SUFFERING LOSS | $1,000 | |
| FLAGET ALUMNI ASSOCIATION | ||||||||
| PO BOX 36558 | LOUISVILLE | KY | 40233 | NONE | 501(C)(3) | PROVIDE FUNDING FOR NEEDY AND LOCAL AREA CHARITIES | $250 | |
| FLOYD CENTRAL FOOTBALL BOOSTER CLUB | ||||||||
| PO BOX 1416 | FLYODS KNOBS | IN | 47119 | NONE | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT TO THE FLOYD CENTRAL HIGH SCHOOL FOOTBALL TEAM | $1,500 | |
| FRIENDS OF OXMOORS FOUNDATION INC | ||||||||
| 720 OXMOOR AVENUE | LOUISVILLE | KY | 40202 | NONE | 501(C)(3) | PROVIDE FUNDING TO MAINTAIN OXMOOR FARM | $1,500 | |
| GEORGIA CENTER FOR OPPORTUNITY | ||||||||
| 5501 PEACHTREE CORNERS CIRCLE STE | NORCROSS | GA | 30092 | NONE | 501(C)(3) | TO HELP REMOVE BARRIERS TO ENSURE EVERY PERSON HAS ACCESS TO QUALITY EDUCATION, FULFILLING WORK, AND A HEALTHY FAMILY LIFE | $15,000 | 200 |
| HEALING PLACE | ||||||||
| 1020 W MARKET STREET | LOUISVILLE | KY | 40202 | NONE | 501(C)(3) | TO PROVIDE FOOD, SHELTER, AND CLOTHING TO PEOPLE IN NEED | $5,000 | |
| HEALTHNETWORK FOUNDATION | ||||||||
| 3550 LANDER ROAD SUITE 225 | PEPPER PIKE | OH | 44124 | NONE | 501(C)(3) | TO HELP CREATE ACCESS TO HEALTHCARE WORLDWIDE | $10,000 | |
| HILDEGARD HOUSE | ||||||||
| PO BOX 5613 | LOUISVILLE | KY | 40255 | NONE | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT TO PROVIDE CARE FOR INDIVIDUALS AT THE END OF LIE | $5,000 | |
| HOPES CLOSET INC | ||||||||
| 3900 ZONETON ROAD | SHEPHERDSVILLE | KY | 40165 | NONE | 501(C)(3) | TO HELP PROVIDE FUNDING FOR FOSTER AND ADOPTIVE CHILDREN TO HAVE CLOTHES AND OTHER NECESSITIES | $5,000 | |
| KENTCKY HUMANE SOCIETY | ||||||||
| 6060 DUTCHMANS LANE SUITE 110 | LOUISVILLE | KY | 40205 | NONE | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE CARE OF ANIMALS | $5,000 | |
| KENTUCKY YOUTH ADVOCATES | ||||||||
| 10200 LINN STATION ROAD STE 310 | LOUISVILLE | KY | 40223 | NONE | 501(C)(3) | TO PROVIDE SUPPORT TO ADVOCATE FOR POLICIES THAT GIVE CHILDREN THE BEST OPPORTUNITIES FOR A BRIGHTER FUTURE | $5,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 15 AUDUBON PLAZA DRIVE | LOUISVILLE | KY | 40217 | NONE | 501(C)(3) | TO HELP SERVE THE ELDERLY POOR IN OVER 30 COUNTRIES | $1,000 | |
| LOUISVILLE METRO POLICE FOUNDATION | ||||||||
| 982 EASTERN PARKWAY BOX 5 | LOUISVILLE | KY | 40217 | NONE | 501(C)(3) | TO HELP ENHANCE SAFETY IN LOUSIVILLE KY | $3,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 WEST MAIN STREET | MIDLAND | MI | 48640 | NONE | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR RESEARCH AND EDUCATION THAT ADVANCES THE PRINCIPLES OF FREEMARKETS AND LIMITED GOVERNMENT. | $70,000 | |
| MARCH OF DIMES INC | ||||||||
| 1550 CRYSTAL DRIVE STE 1300 | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | TO IMPROVE THE HEALTH OF MOTHERS AND BABIES | $5,000 | |
| NEIGHBORHOOD HOUSE INC | ||||||||
| 201 N 25TH STREET | LOUISVILLE | KY | 40212 | NONE | 501(C)(3) | TO SUPPORT FAMILIES BY CREATING A COMMUNITY OF OPPORTUNITY | $2,000 | |
| NORTON CHILDRENS HOSPITAL FOUNDATION INC | ||||||||
| 4965 US HIGHWAY 42 SUITE 1000 | LOUISVILLE | KY | 40222 | NONE | 501(C)(3) | TO SUPPORT THE AIDEN'S LEGACY FUND | $7,500 | |
| OPERATION PARENT INC | ||||||||
| PO BOX 127 | BUCKNER | KY | 40010 | NONE | 501(C)(3) | PROVIDE FUNDING TO LOVE AND SUPPORT PARENTS | $1,000 | |
| SCARLET HOPE | ||||||||
| PO BOX 6542 | LOUISVILLE | KY | 40206 | NONE | 501(C)(3) | PROVIDE FUNDS TO SUPPORT EXPLOITED AND TRAFFICKED WOMEN | $3,000 | |
| ST JOHN'S CENTER | ||||||||
| 700 EAST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | NONE | 501(C)(3) | PROVIDE FINANCIAL SUPPORT TO HELP PEOPLE EXPERIENCING HOMELESSNESS | $1,500 | |
| ST JUDE'S CHILDREN'S | ||||||||
| PO BOX 1999 | MEMPHIS | TN | 38101 | NONE | 501(C)(3) | PROVIDE FUNDING FOR CANCER RESEARCH | $1,000 | |
| ST VINCENT DE PAUL LOUISVILLE | ||||||||
| PO BOX 17126 | LOUISVILLE | KY | 40217 | NONE | 501(C)(3) | PROVIDE FINANCIAL SUPPORT TO SERVE INDIVIDUALS AND FAMILIES WHO ARE HOMELESS AND SUFFERING FROM VARIOUS SITUATIONS. | $1,500 | |
| THE CENTER FOR WOMEN & FAMILIES | ||||||||
| PO BOX 2048 | LOUISVILLE | KY | 40201 | NONE | 501(C)(3) | PROVIDE FINANCIAL SUPPORT TO DISRUPT THE CYCLE OF SEXUAL VIOLENCE | $1,500 | |
| THE FRANCISCAN KITCHEN | ||||||||
| 748 SOUTH PRESTON STREET | LOUISVILLE | KY | 40203 | NONE | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT TO FEED THE HUNGRY | $2,000 | |
| THE JACKSON CHANCE FOUNDATION | ||||||||
| 1953 N CLYBOURN AVE STE R 311 | CHICAGO | IL | 60614 | NONE | 501(C)(3) | PROVIDE FINANCIAL SUPPORT TO NICU FAMILIES | $2,500 | |
| THE QUEEN'S DAUGHTERS | ||||||||
| PO BOX 7563 | LOUISVILLE | KY | 40257 | NONE | 501(C)(3) | TO HELP SUPPORT AND SERVE THE SPIRITUAL, SOCIAL, AND HUMANITARIAN NEEDS OF OUR COMMUNITY | $1,000 | |
| UNIVERISTY OF LOUISVILLE ATHLETICS | ||||||||
| 2301 S 3RD STREET | LOUISVILLE | KY | 40292 | NONE | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERISTY OF LOUISVILLE BASEBALL TEAM | $3,000 | |
| USA CARES INC | ||||||||
| 11760 COMMONWEALTH DRIVE | LOUISVILLE | KY | 40299 | NONE | 501(C)(3) | PROVIDE FINANCIAL ASSISTANCE TO MILITARY VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES | $11,000 | |
| VIRGINIA CHANCE SCHOOL | ||||||||
| 4200 LIME KILN LANE | LOUISVILLE | KY | 40222 | NONE | 501(C)(3) | TO HELP ENHANCE CURRENT PROGRAMS AND THE SCHOOL'S SOCIOECONOMIC DIVSERSITY | $5,000 | |
| WATERFRONT PARK | ||||||||
| 129 RIVER ROAD | LOUISVILLE | KY | 40202 | NONE | 501(C)(3) | TO SUPPORT THE UPKEEP OF THE BIG FOUR BRIDGE AND SURROUNDING AREAS | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF KENTUCKIANA | ||||||||
| 550 S FIRST STREET | LOUISVILLE | KY | 40222 | NONE | 501(C)(3) | FINANCIAL SUPPORT TO HELP PROVIDE A "HOME AWAY FROM HOME" FOR FAMILIES WITH CHILDREN RECEIVING HEALTHCARE AT AREA MEDICAL FACILITIES | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,837 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $80,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,747 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID W NICKLIES | |||||||
| 1 | 8303 LIMEHOUSE LANE | LOUISVILLE | KY | 40220 | $100,000 | Yes (X) | |
| DAVID W NICKLIES | |||||||
| 2 | 8303 LIMEHOUSE LANE | LOUISVILLE | KY | 40220 | $496,877 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 2,179 SHARES OF AMAZON STOCK | NoncashPropertyDesc |
| Fair Market Value | $496,877 | FairMarketValueAmt |
| Received | 2024-12-13 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT- DELIQUENT TAXES | AT COST | $10,265 | $10,265 |
| ASSETMARK | AT COST | $496,877 | $496,877 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASING COMMISSIONS | $4,820 | $3,505 | $3,505 |
| DEPOSITS | $280 | $280 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLAENOUS | $40 | $40 | $0 |
| DUES & SUBSCRIPTIONS | $250 | $250 | $0 |
| MEALS AND ENTERTAINMENT | $45 | $45 | $0 |
| TRAVEL | $418 | $418 | $0 |
| INSURANCE | $1,725 | $1,725 | $0 |
| INSURANCE | $200 | $200 | $0 |
| INSURANCE | $3,594 | $3,594 | $0 |
| REPAIRS AND MAINTENANCE | $18,000 | $18,000 | $0 |
| REPAIRS AND MAINTENANCE | $12,674 | $12,674 | $0 |
| INSURANCE | $986 | $986 | $0 |
| UTILITIES | $725 | $725 | $0 |
| AMORTIZATION | $1,315 | $1,315 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $7,000 | BOYBookValueAmt |
| EOY Book Value | $7,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $61,168 | $61,168 | $0 |
| PROFESSIONAL FEES | $250 | $250 | $0 |
| PROFESSIONAL FEES | $4,325 | $4,325 | $0 |
| PROFESSIONAL FEES | $1,556 | $1,556 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $918 | $918 | $0 |
| TAXES & LICENSES | $45 | $45 | $0 |
| PROPERTY TAX | $5,460 | $5,460 | $0 |
| PROPERTY TAX | $3,226 | $3,226 | $0 |