NIMICK FORBESWAY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NIMICK FORBESWAY FOUNDATION (EIN 25-1597437)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-13
- IRS object ID
- 202540449349100919
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-13T22:21:24-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251597437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nimick Forbesway Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FOUNDATION SOURCE | InCareOfNm |
| Business Name Control | NIMI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY TILGHMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $31,001,092 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $600,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $600,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $896,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,962,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $896,183 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,065 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,165 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,536,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,527,811 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,898 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,898 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $118,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,038 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,432 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,331 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,331 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $270,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,134,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,134,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,405,218 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,270,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,408,287 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $192,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,210,025 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,210,025 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,553 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,553 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,553 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,446,796 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,357,263 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,349,574 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,403,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,885,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,282,957 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,456,969 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,167,636 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,146,983 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $19,499,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,631,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,001,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,530,201 | CapitalStockBOYAmt |
| Retained Earning BOY | $4,969,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,631,559 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,499,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,631,559 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,499,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,631,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,499,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77 | OtherIncreasesAmt |
| Subtotal | $19,631,559 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,631,559 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,962,882 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,066,699 | CostOrOtherBasisAmt |
| Gain Or Loss | $896,183 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $896,183 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $896,183 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,575 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,575 | SubtotalAmt |
| Tax Based On Investment Income | $19,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,969 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $606 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,575 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD SUITE 123 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| William C Austin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Victoria N Enright | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Vice Chairman | 1.0 | $0 | $0 | $0 |
| Cathleen L Nimick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Charles L Nimick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chairman | 1.0 | $0 | $0 | $0 |
| Natalie Lockhart Rattay | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Kim Tilghman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $30,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PNC Bank | |||||
| NA Hawthorn - 1600 market st 29 f | PHILADELPHIA | PA | 19103 | INVESTMENT MGMT | $85,832 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $84,379 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,437,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $670,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,107,508 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,107,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $436,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,670,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,433,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,433,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,575 | TotalTaxAmt |
| Distributable Before Adj | $1,413,970 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,413,970 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,413,970 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,270,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,270,894 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,413,970 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,198,619 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,270,894 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,198,619 | AppliedToYear1Amt |
| Applied To Current Year | $72,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,341,695 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIM TILGHMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 LIBERTY AVENUE SUITE 3200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4154975707 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS THROUGH OUR WEBSITE: https://online.foundationsource.com/ws/index.jsp?site=nimickforbesway | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | https://online.foundationsource.com/ws/index.jsp?site=nimickforbesway | SubmissionDeadlinesTxt |
| Restrictions On Awards | https://online.foundationsource.com/ws/index.jsp?site=nimickforbesway | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGHENY CEMETERY HISTORICAL ASSOCIATION | |||||||
| 4734 BUTLER ST | PITTSBURGH | PA | 15201 | N/A | PC | In support of the Allegheny Cemetery Historical Association's revitalization of the Butler Street Gatehouse | $75,000 |
| CAFE MOMENTUM PITTSBURGH | |||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | N/A | PC | Education Program Fund | $25,000 |
| CENTRO HISPANO INC | |||||||
| 810 W BADGER RD | MADISON | WI | 53713 | N/A | PC | General & Unrestricted | $50,000 |
| CHILDRENS INSTITUTE FOUNDATION | |||||||
| 1405 SHADY AVE | PITTSBURGH | PA | 15217 | N/A | PC | Playground fund | $200,000 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DRIVE STE 600 | ARLINGTON | VA | 22202 | N/A | PC | the Wallacea region of Indonesia through Conservation International's ongoing project focusing on the coastal and marine ecosystems of the Indonesian portion of the Wallacea biodiversity hotspot which forms parts of the Coral Triangle and the global center for marine biodiversity | $50,000 |
| EDUCATION BLUEPRINT | |||||||
| 3327 PONOKA RD | PITTSBURGH | PA | 15241 | N/A | PC | General & Unrestricted | $25,000 |
| GROUNDSWELL CONSERVANCY INC | |||||||
| 211 S PATERSON ST STE 250 | MADISON | WI | 53703 | N/A | PC | General & Unrestricted | $31,000 |
| HILLTOP URBAN FARM | |||||||
| 700 CRESSWELL ST | PITTSBURGH | PA | 15210 | N/A | PC | To support programming the Youth Farm, the Farmer Incubator Program, and the Community/Youth Farm Orchards | $31,750 |
| INTERNATIONAL CRANE FOUNDATION INC | |||||||
| E11376 SHADY LN RD | BARABOO | WI | 53913 | N/A | PC | To support ICF's work with the Kafue Flats of Zambia | $100,000 |
| INTERNATIONAL STUDENT CONFERENCES INC | |||||||
| 1015 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| MADISON CHILDRENS MUSEUM INC | |||||||
| 100 N HAMILTON ST | MADISON | WI | 53703 | N/A | PC | Nature Exhibit, Caretakes of Wonder, and Access for Everyone | $100,000 |
| MADISON MUSEUM OF CONTEMPORARY ART INC | |||||||
| 227 STATE ST | MADISON | WI | 53703 | N/A | PC | Youth Education Programs | $25,000 |
| MADISON SYMPHONY ORCHESTRA INC | |||||||
| 222 W WASHINGTON AVE STE 460 | MADISON | WI | 53703 | N/A | PC | Youth Programs | $15,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | Anacostia Park Youth Development and Health & Wellness programs | $25,000 |
| READING READY PITTSBURGH | |||||||
| 1800 MURRAY AVE | PITTSBURGH | PA | 15217 | N/A | PC | Free Book Store and Family Friendly Spaces | $25,000 |
| ROCK CREEK CONSERVANCY INC | |||||||
| 7200 WISCONSIN AVE STE 500 | BETHESDA | MD | 20814 | N/A | PC | Carter Barron Ampitheater | $50,000 |
| SOUTHERN TIER ALTERNATIVE THERAPIES INC | |||||||
| PO BOX 527 24 STOM RD | LIGONIER | PA | 15658 | N/A | PC | To help the transition from the current Ligonier Therapeutic Center curriculum to a nationwide educational training program | $25,000 |
| THE FRED ROGERS COMPANY | |||||||
| 424 S 27TH ST STE 301 | PITTSBURGH | PA | 15203 | N/A | PC | Alma's Way | $50,000 |
| THE NEIGHBORHOOD ACADEMY | |||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | N/A | PC | general scholarship fund | $50,000 |
| THOMAS PAINE NATIONAL HISTORICAL ASSOCIATION | |||||||
| 983 N AVE | NEW ROCHELLE | NY | 10804 | N/A | PC | General & Unrestricted | $40,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| PO BOX 291 | PRINCETON | NJ | 08544 | N/A | PC | Nimick Fellowship in Art and Archeology and Service Fund Scholarship Fund | $116,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,134,417 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,089 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $600,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $896,183 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $4,165 |
| Federal Tax Refund | 01 | $8,900 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,536,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,536,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION/REVIEW | CategoryTxt |
| Amt | $17,898 | Amt |
| Disbursements Charitable Prps | $17,898 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACE INA HOLDINGS - 3.150% - 03 | $248,408 | $246,068 |
| AMERICAN EXPRESS CO NOTE - 5.8 | $100,341 | $102,444 |
| BANK AMER CORP MEDIUM - 3.974% | $94,708 | $94,769 |
| BANK OF NEW YORK MELLON CORP - | $156,176 | $145,399 |
| BERKSHIRE HATHAWAY NOTE - 3.12 | $145,368 | $145,213 |
| BP CAP MKTS AMER - 4.234% - 11 | $96,960 | $96,929 |
| DEERE JOHN CAPITAL CORP SER H | $149,387 | $146,703 |
| DUKE ENERGY CO - 3.200% - 01/1 | $143,823 | $142,902 |
| ELI LILLY & CO - 5.500% - 03/1 | $253,666 | $254,643 |
| EXXON MOBIL CORP - 2.992% - 03 | $148,580 | $147,521 |
| FL PWR - 4.450% - 05/15/2026 | $146,591 | $148,168 |
| HONEYWELL INTL INC - 4.250% - | $147,149 | $146,894 |
| HSBC HOLDINGS PLC - 5.890% - 0 | $100,732 | $100,750 |
| INTEL CORP - 2.450% - 11/15/20 | $87,952 | $87,977 |
| MERCK & CO INC - 2.750% - 02/1 | $104,809 | $98,370 |
| NORTHROP GRUMMAN CORP - 3.200% | $142,274 | $143,076 |
| PEPSICO INC - 4.450% - 05/15/2 | $149,975 | $149,015 |
| ROYAL BANK OF CANADA - 5.200% | $151,112 | $151,056 |
| RTX CORP NOTE - 5.750% - 01/15 | $154,963 | $154,102 |
| TD BANK - 5.532% - 07/17/2026 | $100,304 | $100,317 |
| TOYOTA MOTOR CREDIT CORP SER M | $95,460 | $95,713 |
| UNILEVER CAPITAL CORP CALL - 0 | $98,595 | $99,387 |
| WEC ENERGY GROUP INC - 5.150% | $150,303 | $149,567 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (108 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $186,492 | $279,518 |
| ABBVIE INC | $45,890 | $92,621 |
| ADVANCED MICRO DEVICES INC | $47,921 | $48,663 |
| AGILENT TECHNOLOGIES INC | $101,929 | $180,186 |
| AIR PRODS & CHEM INC | $88,528 | $159,733 |
| ALPHABET INC CL A | $155,116 | $666,669 |
| ALPHABET INC CL C | $60,194 | $513,576 |
| AMAZON COM | $407,625 | $618,400 |
| AMPHENOL CORPORATION | $94,096 | $673,700 |
| APPLE INC | $241,355 | $809,202 |
| APPLIED MATERIALS INC | $181,341 | $342,657 |
| ARIEL FUND INSTL CL | $141,225 | $136,129 |
| ARISTOTLE FLOATING RATE INCOME | $190,000 | $192,634 |
| BAILLIE GIFFORD INTERNATIONAL | $100,000 | $136,536 |
| BAKER HUGHES COMPANY | $61,374 | $77,374 |
| BANK OF AMERICA CORP | $32,828 | $55,678 |
| BERKSHIRE HATHAWAY INC DEL CL | $65,010 | $612,241 |
| BERKSHIRE HATHAWAY INC. CLASS | $47,058 | $138,312 |
| BLACKROCK EVENT DRIVEN EQUITY | $648,134 | $685,949 |
| BNY MELLON INTL STOCK FD | $106,380 | $182,778 |
| BNY MELLON OPPORTUNISTIC SMALL | $169,753 | $189,774 |
| BOSTON SCIENTIFIC | $42,067 | $77,010 |
| BRISTOL-MYERS SQUIBB CO | $91,386 | $124,632 |
| BROADCOM INC | $23,028 | $64,221 |
| CAUSEWAY INTERNATIONAL VALUE F | $185,006 | $236,283 |
| CDW CORP | $50,626 | $60,884 |
| CHAMPLAIN MID CAP FUND-INS | $275,832 | $350,436 |
| CION ARES DIVERSIFIED CREDIT F | $150,000 | $151,493 |
| CME GROUP, INC | $72,695 | $78,640 |
| COHEN & STEERS GLOBAL INFRASTR | $151,580 | $170,620 |
| COLGATE-PALMOLIVE COMPANY | $83,886 | $116,448 |
| COMCAST CORP | $116,833 | $119,477 |
| CORNING INC | $34,539 | $38,850 |
| COSTCO WHOLESALE CORPORATION | $183,157 | $565,243 |
| CSX CORP | $103,828 | $100,350 |
| DOUBLELINE TOTAL RETURN BOND | $399,999 | $337,436 |
| EATON VANCE GLOBAL MACRO ABS R | $104,491 | $101,785 |
| ENBRIDGE INC | $30,391 | $28,472 |
| EQT CORPORATION | $28,830 | $29,584 |
| EXTRA SPACE STORAGE | $27,734 | $46,623 |
| EXXON MOBIL CORP | $56,135 | $111,206 |
| GEN DYNAMICS CP | $135,415 | $177,856 |
| GOLDMAN SACHS ABS RETRN TR FUN | $602,374 | $619,125 |
| GQG PARTNERS EMERGING MARKETS | $259,120 | $379,738 |
| HESS CORP | $70,949 | $109,165 |
| HOME DEPOT INC | $173,954 | $344,240 |
| HONEYWELL INTL | $69,556 | $74,739 |
| HOTCHKIS & WILEY HIGH YLD-I | $83,972 | $84,000 |
| INTUIT | $49,745 | $56,520 |
| INVESCO S&P 500 EQUAL WEIGHT E | $153,509 | $173,973 |
| ISHARE DJ INTL SEL DIV INDEX | $44,797 | $55,340 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $213,391 | $210,902 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $142,835 | $138,564 |
| ISHARES BARCLAYS TIPS BOND FUN | $100,727 | $97,383 |
| ISHARES BROAD USD INV GRD CORP | $76,363 | $75,315 |
| ISHARES CORE MSCI EAFE ETF | $45,527 | $50,848 |
| ISHARES CORE MSCI EMERGING MAR | $147,195 | $160,590 |
| ISHARES MSCI EAFE SMALL CAP IN | $104,809 | $123,280 |
| ISHARES RUSSELL MIDCAP G IN FD | $159,172 | $1,029,566 |
| ISHARES RUSSELL MIDCAP VALUE | $170,365 | $698,239 |
| ISHARES S&P 500 INDEX FD | $65,853 | $84,273 |
| ISHARES S&P SMALLCAP 600 GROWT | $103,043 | $670,405 |
| ISHARES S&P SMALLCAP 600 VALUE | $109,711 | $522,924 |
| ISHARES TRUST RUSSELL 2000 VAL | $175,416 | $182,760 |
| JP MORGAN CHASE | $136,055 | $364,068 |
| L3HARRIS TECHNOLOGIES | $153,838 | $179,664 |
| LAM RESEARCH CORP | $42,212 | $106,485 |
| LAZARD GLOBAL LISTED INFRASTRU | $100,000 | $103,382 |
| LOCKHEED MARTIN CORP | $140,270 | $195,715 |
| MASTERCARD INC | $5,751 | $110,290 |
| META PLATFORMS INC | $62,008 | $201,688 |
| MICRON TECHNOLOGY | $219,692 | $436,811 |
| MICROSOFT CORP | $224,965 | $1,182,184 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $78,236 | $105,143 |
| NEWMONT GOLDCORP CORPORATION | $59,486 | $54,431 |
| NEXTERA ENERGY, INC | $109,583 | $115,562 |
| NORTHROP GRUMMAN CORP | $101,136 | $226,694 |
| NVIDIA CORP | $9,542 | $9,266 |
| ORACLE CORP | $18,200 | $56,480 |
| PARNASSUS MID CAP FUND | $337,015 | $459,824 |
| PEPSICO INC | $82,518 | $247,395 |
| PHILLIPS 66 | $93,637 | $163,616 |
| PRINCIPAL PREFERRED SECURITIES | $150,000 | $143,951 |
| PROCTER GAMBLE CO | $40,151 | $55,908 |
| PUBLIC SVC ENTERPRISE GROUP IN | $47,878 | $51,590 |
| QUALCOMM INC | $38,412 | $59,754 |
| RAYTHEON TECHNOLOGIES CORP | $90,130 | $100,390 |
| REPUBLIC SVCS INC | $36,801 | $97,170 |
| SANDOZ GROUP AG | $3,682 | $7,240 |
| SANDS CAPITAL GLOBAL GROWTH IN | $206,775 | $291,453 |
| SELECT SECTOR SPDR ENERGY FUND | $39,841 | $95,616 |
| SPDR S&P 500 ETF TRUST | $224,914 | $397,825 |
| SPDR S&P DIVIDEND ETF | $229,213 | $237,572 |
| SPDR S&P GLOBAL NATURAL RESOUR | $138,695 | $134,040 |
| STONE HARBOR EMERGING MARKETS | $120,000 | $100,283 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $100,277 | $149,129 |
| TARGET CORPORATION | $142,115 | $160,771 |
| TEXAS INSTRUMENTS INC | $30,386 | $38,906 |
| THERMO FISHER SCIENTIFIC INC | $36,612 | $132,167 |
| TJX COMPANIES INC | $101,318 | $204,456 |
| TRUIST FINANCIAL CORPORATION | $43,939 | $46,620 |
| UBER | $77,090 | $130,824 |
| UNITEDHEALTH GROUP INC | $41,546 | $616,205 |
| VANGUARD FTSE ALL-WORLD EX-US | $658,177 | $903,701 |
| VANGUARD SM-CAP ETF | $190,907 | $218,040 |
| VERIZON COMMUNICATIONS | $29,726 | $41,240 |
| VISA INC | $125,263 | $393,705 |
| VIVALDI MERGER ARBITRAGE FUND | $325,000 | $333,935 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,261,256 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,252,767 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $96,007 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $96,807 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $72,879 | $72,879 | |
| Administrative Set-Up Fee | $11,500 | $11,500 | |
| Bank Charges | $54 | $54 | |
| Digital Subscriptions | $706 | $706 | |
| Foundation Dues & Memberships | $1,950 | $1,950 | |
| Postage/Delivery Service | $213 | $213 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $4,165 | $4,165 |
| Federal Tax Refund | $8,900 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $77 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $118,038 | Amt |
| Net Investment Income | $118,038 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $8,900 | |
| 990-PF Estimated Tax for 2024 | $5,900 | |
| Foreign Tax Paid | $1,432 | $1,432 |