NICKLIES FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NICKLIES FOUNDATION INC (EIN 20-0520043)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-09-11
- IRS object ID
- 201822549349100232
- Schema version
- 2017v2.3
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-11T15:00:47-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402023445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 6060 DUTCHMANS LANE NO 110 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W NICKLIES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5024230072 | PhoneNum |
| Signature | 2018-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTORIA D BUSTER CPA | PreparerPersonNm |
| PTIN | P00024054 | PTIN |
| Phone | 5027491900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.135.99.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-11 | IPDt |
| IP Tm | 10:50:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1350330C44D3A0DF4F22A0E059AE11011F00207 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0BB3135BB69E7C5ED9D05736BF943C4B95579A06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,908,579 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,173 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $62,882 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $62,882 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $31,007 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $36,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $425,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,251 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $336 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $336 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $292,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,642 | 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 |
| Legal Fees Rev And Expnss | $834 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $834 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $670 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,079 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $137 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,690 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17,890 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,909 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $171,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,313 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,370 | CashBOYAmt |
| Cash EOY | $24,755 | CashEOYAmt |
| Cash EOYFMV | $24,755 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $592,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,243,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,243,939 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $5,838 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $675,344 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $63,462 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,016,771 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $611,882 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $611,882 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $64,384 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,003 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,734,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,908,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,908,579 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $507,036 | RetainedEarningBOYAmt |
| Retained Earning EOY | $678,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,734,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,905,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,734,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,908,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,734,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $171,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,905,579 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,905,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 4309 TAYLORSVILLE ROAD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-01-16 | AcquiredDt |
| Sold | 2017-12-12 | SoldDt |
| Gross Sales Price | $425,000 | GrossSalesPriceAmt |
| Depreciation | $7,440 | DepreciationAmt |
| Cost Or Other Basis | $396,189 | CostOrOtherBasisAmt |
| Gain Or Loss | $36,251 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $36,251 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,251 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,043 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,612,930 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048386 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,907 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,538,668 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048683 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,233 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,434,393 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $162,813 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,377,304 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.118211 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,437 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,473,398 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051878 | DistributionYr5Rt |
| Total Distribution | 0.327276 | TotalDistributionRt |
| Average Distribution | 0.065455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,793,898 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $723 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,446 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,446 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $126 | 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 | 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 | 6060 DUTCHMANS LANE NO 110 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | ||||||||
| 6060 DUTCHMANS LN STE 110 | LOUISVILLE | KY | 40205 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JANET F NICKLIES | ||||||||
| 6060 DUTCHMANS LN STE 110 | LOUISVILLE | KY | 40205 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| CHARLES J NICKLIES | ||||||||
| 6060 DUTCHMANS LN STE 110 | LOUISVILLE | KY | 40205 | 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 | $38,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $968,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $814,327 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,821,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,821,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,793,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,446 | TotalTaxAmt |
| Distributable Before Adj | $88,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,249 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,660 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $74,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $20,339 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,238 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $35,577 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,589 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,589 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,988 | 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 | $21,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,750 | ExcessFromYear4Amt |
| Excess From Year3 | $15,238 | ExcessFromYear3Amt |
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 DUTCHMANS LN 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 21ST CENTURY PARKS | ||||||
| 471 W MAIN ST STE 202 | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $25,000 |
| METRO UNITED WAY | ||||||
| 334 EAST BROADWAY PO BOX 4488 | LOUISVILLE | KY | 40204 | 501(C)(3) | CHARITABLE | $20,000 |
| HOSPARUS HEALTH | ||||||
| 3532 EPHRAIM MCDOWELL DR | LOUISVILLE | KY | 40205 | 501(C)(3) | CHARITABLE | $100 |
| CATHOLIC EDUCATION FOUNDATION INC | ||||||
| 401 WEST MAIN STREET SUITE 806 | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $4,250 |
| CLOUT | ||||||
| 1113 S FOURTH STREET | LOUISVILLE | KY | 40203 | 501(C)(3) | CHARITABLE | $250 |
| SACRED HEART SCHOOLS | ||||||
| 3177 LEXINGTON ROAD | LOUISVILLE | KY | 40206 | 501(C)(3) | CHARITABLE | $500 |
| SOUTHEAST ASSOCIATED MINISTRIES | ||||||
| 6500 SIX MILE LANE | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $500 |
| DARE TO CARE FOOD BANK | ||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | 501(C)(3) | CHARITBALE | $1,000 |
| EASTERN AREA COMMUNITY MINISTRIES | ||||||
| 9104 WESTPORT ROAD | LOUISVILLE | KY | 40242 | 501(C)(3) | CHARITABLE | $500 |
| JUNIOR ACHIEVEMENT | ||||||
| 1401 W MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40203 | 501(C)(3) | CHARITBALE | $1,400 |
| BELLARMINE UNIVERSITY | ||||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | 501(C)(3) | CHARITBALE | $5,000 |
| HEALTHNETWORK FOUNDATION | ||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | 501(C)(3) | CHARITABLE | $3,000 |
| ST JOHN CENTER | ||||||
| 700 EAST MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $500 |
| BOY SCOUTS OF AMERICA | ||||||
| 12001 SYCAMORE STATION PLACE | LOUISVILLE | KY | 40299 | 501(C)(3) | CHARITBALE | $1,000 |
| SOUTHWEST COMMUNITY MINISTRIES | ||||||
| 8504 TERRY ROAD | LOUISVILLE | KY | 40258 | 501(C)(3) | CHARITABLE | $500 |
| AMRICAN RED CROSS | ||||||
| 510 E CHESTNUT STREET | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $6,000 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 135 W MUHAMMAD ALI BLVD | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $500 |
| TWIGS | ||||||
| 231 E CHESTNUT ST | LOUISVILLE | KY | 40202 | 501(C)(3) | CHARITABLE | $200 |
| USPIRITUS | ||||||
| 3121 BROOKLAWN CAMPUS DRIVE | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $1,000 |
| NATIONAL MUTLIPLE SCLEROSIS SOCIETY | ||||||
| 1201 STORY AVE 200 | LOUISVILLE | KY | 40206 | 501(C)(3) | CHARITABLE | $100 |
| BIG BROTHERSBIG SISTER | ||||||
| 1519 GARDINER LANE | LOUISVILLE | KY | 40218 | 501(C)(3) | CHARITABLE | $2,000 |
| FC BOYS BASKETBALL | ||||||
| 6575 OLD VINCENNES | FLOYDS KNOBS | IN | 47119 | 501(C)(3) | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,800 | 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 | $18,173 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $31,007 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,767 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,767 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID W NICKLIES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 DUTCHMANS LN STE 110 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $175,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,340 | Amt |
| Net Investment Income | $670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $670 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2708 W. BROADWAY- BUILDING | 2011-04-28 | $135,110 | $21,506 | SL | 39.000000000000 | $3,464 | $3,464 |
| 2708 W. BROADWAY- LAND | 2011-04-28 | $101,195 | L | $0 | $0 | ||
| INSTALL DRIVE-THRU | 2011-08-04 | $7,400 | $1,116 | SL | 39.000000000000 | $190 | $190 |
| SUBWAY TI ALLOWANCE | 2012-06-01 | $36,000 | $6,150 | SL | 15.000000000000 | $1,200 | $2,400 |
| 4039 TAYLORSVILLE RD - LAND | 2017-01-06 | $79,128 | L | $0 | $0 | ||
| 4039 TAYLORSVILLE RD - BUILDING | 2017-01-06 | $316,511 | $3,720 | SL | 39.000000000000 | $3,720 | $3,720 |
| 3831 STAEBLER AVE - LAND | 2017-01-06 | $79,128 | L | $0 | $0 | ||
| 3831 STAEBLER AVE - BUILDING | 2017-01-06 | $316,511 | $3,720 | SL | 39.000000000000 | $8,116 | $8,116 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 2708 W. BROADWAY- BUILDING | $135,110 | $24,970 | $110,140 |
| 2708 W. BROADWAY- LAND | $101,195 | $0 | $101,195 |
| INSTALL DRIVE-THRU | $7,400 | $1,306 | $6,094 |
| SUBWAY TI ALLOWANCE | $36,000 | $25,350 | $10,650 |
| 3831 STAEBLER AVE - LAND | $79,128 | $0 | $79,128 |
| 3831 STAEBLER AVE - BUILDING | $316,511 | $11,836 | $304,675 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - DELINQUENT TAXES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $28,003 | BookValueAmt |
| EOYFMV | $28,003 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $834 | LegalFeesAmt |
| Net Investment Income | $834 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $107 | $54 | $53 |
| ADVERTISING | $1,351 | $1,351 | $0 |
| REPAIRS AND MAINTENANCE | $9,047 | $9,047 | $0 |
| INSURANCE | $2,923 | $2,923 | $0 |
| UTILTIES | $1,481 | $1,481 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $336 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $336 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $275 | $138 | $137 |
| DELINQUENT TAX SALE FEE | $160 | $160 | $0 |
| EXCISE TAX | $2,624 | $0 | $0 |
| PROPERTY TAX | $10,781 | $10,781 | $0 |