NAGEL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NAGEL FAMILY FOUNDATION (EIN 87-3963554)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-07
- IRS object ID
- 202412519349100701
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-07T13:30:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDERSON BRADY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 724495 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873963554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAGEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VERNON J NAGEL | InCareOfNm |
| Business Name Control | NAGE | BusinessNameControlTxt |
| Phone | 3129537709 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERNON NAGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3129537709 | PhoneNum |
| Signature | 2024-05-16 | 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 | KEVIN BRADY | PreparerPersonNm |
| PTIN | P00365531 | PTIN |
| Phone | 4044197121 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,675,289 | 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 | $201,665 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,977 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,977 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,236,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,603,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,236,759 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,462,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,260,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,677 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,677 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $700 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,442,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,260,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,377 | CashBOYAmt |
| Cash EOY | $1,287,709 | CashEOYAmt |
| Cash EOYFMV | $1,287,709 | CashEOYFMVAmt |
| Corporate Stock BOY | $330,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $345,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $387,580 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $348,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,633,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,675,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $348,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,633,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $348,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,633,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $348,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,633,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $348,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,442,024 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,790,071 | SubtotalAmt |
| Other Decreases | $156,635 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,633,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ACUITY BRANDS INC | 2009-11-06 | 2023-08-02 | $26,561 | $5,029 | $21,532 | $21,532 |
| ACUITY BRANDS INC | 2009-11-06 | 2023-08-29 | $96,335 | $18,978 | $77,357 | $77,357 |
| ACUITY BRANDS INC | 2009-11-06 | 2023-09-05 | $162,102 | $31,630 | $130,472 | $130,472 |
| ACUITY BRANDS INC | 2023-09-18 | $164,930 | $34,292 | $130,638 | $130,638 | |
| ACUITY BRANDS INC | 2009-11-06 | 2023-09-18 | $325,999 | $63,260 | $262,739 | $262,739 |
| ACUITY BRANDS INC | 2010-10-05 | 2023-09-18 | $166,516 | $44,370 | $122,146 | $122,146 |
| ACUITY BRANDS INC | 2010-10-05 | 2023-09-19 | $165,729 | $44,370 | $121,359 | $121,359 |
| ACUITY BRANDS INC | 2010-10-05 | 2023-09-19 | $164,568 | $44,370 | $120,198 | $120,198 |
| ACUITY BRANDS INC | 2010-10-05 | 2023-09-22 | $166,038 | $44,370 | $121,668 | $121,668 |
| ACUITY BRANDS INC | 2011-10-25 | 2023-12-15 | $164,674 | $36,024 | $128,650 | $128,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,236,759 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,524 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,524 | SubtotalAmt |
| Tax Based On Investment Income | $17,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $379 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $35,379 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,855 | OverpaymentAmt |
| Applied To ES Tax | $17,855 | AppliedToESTaxAmt |
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 | WY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERNON J NAGEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129537709 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83025 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| VERNON J NAGEL | ||||||||
| PO BOX 919 | TETON VILLAGE | WY | 83025 | DIRECTOR, PRESIDENT, SECRETARY | 0 | $0 | $0 | $0 |
| JEANNETTE G NAGEL | ||||||||
| PO BOX 919 | TETON VILLAGE | WY | 83025 | DIRECTOR, VP, TREASURER | 0 | $0 | $0 | $0 |
| VERNON B NAGEL | ||||||||
| PO BOX 919 | TETON VILLAGE | WY | 83025 | DIRECTOR | 0 | $0 | $0 | $0 |
| ALLISON W NAGEL | ||||||||
| PO BOX 919 | TETON VILLAGE | WY | 83025 | DIRECTOR | 0 | $0 | $0 | $0 |
| 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 | $1,403,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,498,488 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,498,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,476,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,801 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,801 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,524 | TotalTaxAmt |
| Distributable Before Adj | $56,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,277 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,677 | 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 | $19,677 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,862 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,862 | AppliedToYear1Amt |
| Applied To Current Year | $11,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $44,462 | 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 | VERNON J NAGEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| 115 EAST PEARL AVENUE | BUILDING 201 | JACKSON | WY | 83001 | PC | CHARITABLE | $1,000 |
| RIVERBEND PROJECT | |||||||
| 970 W BROADWAY | STE PMB 281 | JACKSON | WY | 83001 | PC | CHARITABLE | $1,000 |
| MEB MAINTAINING EXCELLENT BALANCE FOUNDATION | |||||||
| PO BOX 18826 | TAMPA | FL | 33679 | PC | CHARITABLE | $500 | |
| TETON COUNTY SEARCH AND RESCUE FOUNDATION | |||||||
| 300 SOUTH BATCH PLANT ROAD | JACKSON | WY | 83001 | PC | SEARCH AND RESCUE GROUP | $500 | |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | PC | CHARITABLE | $500 | |
| ATLANTA COMMUNITY TENNIS FOUNDATION | |||||||
| 6075 CORNERS PARKWAY | SUITE 100 | PEACHTREE CORNERS | GA | 30068 | PC | CHARITABLE | $500 |
| ZACHARY WOODARD FOUNDATION | |||||||
| 5 JENNER ROAD | SUITE 150 | IRVINE | CA | 92618 | PC | CHARITABLE | $1,000 |
| EAST LAKE FOUNDATION | |||||||
| 2606 ALSTON DRIVE | ATLANTA | GA | 30317 | PC | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,977 | 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 | $1,236,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,260,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,260,736 | 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 |
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 Person | VERNON J NAGEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $201,665 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1000 SHARES OF ACUITY BRANDS | NoncashPropertyDesc |
| Fair Market Value | $201,665 | FairMarketValueAmt |
| Received | 2023-12-14 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $345,727 | EOYBookValueAmt |
| EOYFMV | $387,580 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON STOCK DONATION | Desc |
| Amt | $156,635 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $700 | Amt |