BETA

NAGEL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NAGEL FOUNDATION (EIN 84-1285137)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-25
IRS object ID
202332689349100763
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-25T11:05:32-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17001 E BELLEVIEW AVE STE 700AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP802372733ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841285137EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NAGEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNAGEBusinessNameControlTxt
Phone3033761400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 17TH STREET 2440AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRALPH J NAGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3033761400PhoneNum
Signature2023-09-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRALPHPersonFirstNm
Person LastNAGELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA SRSICH CPAPreparerPersonNm
PTINP00393859PTIN
Phone3037705700PhoneNum
Preparation2023-09-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,806,485FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,749InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,749InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$636,398DividendsRevAndExpnssAmt
Dividends Net Invst Incm$636,398DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$360,599NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,470,314GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$310,848OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$27,300TotalRevAndExpnssAmt
Total Net Invst Incm$644,147TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,350AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,150AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,770OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,770OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,270TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,350TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,920TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,825,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,825,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,831,770TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,350TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,830,420TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,859,070ExcessRevenueOverExpensesAmt
Net Investment Income$642,797NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,822SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,474,814SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,474,814SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$8,171AcctRcvblAmt
Acct Rcvbl BOY$2,168AcctRcvblBOYAmt
Acct Rcvbl EOY$8,171AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$8,171AcctRcvblEOYFMVAmt
Corporate Stock BOY$832,300CorporateStockBOYAmt
Corporate Stock EOY$1,160,131CorporateStockEOYAmt
Corporate Stock EOYFMV$1,886,761CorporateStockEOYFMVAmt
Other Investments BOY$23,497,511OtherInvestmentsBOYAmt
Other Investments EOY$19,965,615OtherInvestmentsEOYAmt
Other Investments EOYFMV$28,436,739OtherInvestmentsEOYFMVAmt
Total Assets BOY$24,467,801TotalAssetsBOYAmt
Total Assets EOY$22,608,731TotalAssetsEOYAmt
Total Assets EOYFMV$31,806,485TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$24,467,801RetainedEarningBOYAmt
Retained Earning EOY$22,608,731RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,467,801TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,608,731TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,467,801TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,608,731TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,467,801TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,859,070ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,608,731SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,608,731TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$142,419$149,026-$6,607-$6,607
PUBLICLY TRADED SECURITIESP$4,327,895$4,681,887-$353,992-$353,992
FieldValueIRS element (for citing)
Capital Gain Net Income-$360,599CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,935InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,935SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,935TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,018EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,018TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,083OverpaymentAmt
Applied To ES Tax$4,083AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCFO INCIndividualWithBooksNm
Phone7208805672PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18822 S RIDGELINE BLVD STE 250AddressLine1Txt
CityHIGHLANDS RANCHCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80129ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRALPH J NAGELPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 17TH ST SUITE 2440AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,349,714AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,010,498AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,171FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,368,383TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,368,383AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$515,526CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,852,857NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,692,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,692,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,935TaxBasedOnInvestmentIncomeAmt
Total Tax$8,935TotalTaxAmt
Distributable Before Adj$1,683,708DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,683,708DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,683,708DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,830,420ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,830,420QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,683,708DistributableAsAdjustedAmt
Undistributed Income PY$1,699,866UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,830,420QualifyingDistributionsAmt
Applied To Year1$1,699,866AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$130,554AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,553,154UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRALPH J NAGELContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRALPH J NAGELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11225 17TH ST SUITE 2440AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3033761400RecipientPhoneNum
Form And Info And MaterialsHISTORIC ENTITY BACKGROUND, OFFICE LOCATIONS, MISSION STMT, FINANCIAL STMTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 15TH OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsCOLORADO EDUCATIONAL FACILITIES AND SCHOLARSHIPSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ART STUDENTS LEAGUE OF DENVER
200 GRANT STREETDENVERCO80203NONEPCGENERAL SUPPORT$1,000
ENERGY MADE VISIBLE
10106 BRIAR FOREST DRHOUSTONTX77042NONEPCGENERAL SUPPORT$40,000
HEALTH NETWORK FOUNDATION
3550 LANDER ROAD STE 225PEPPER PIKEOH44124NONEPCGENERAL SUPPORT$1,000
INNER-CITY SCHOOL
3560 JOSEPHINE STREETDENVERCO80205NONEPCGENERAL SUPPORT$75,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPCGENERAL SUPPORT$2,500
OPERA COLORADO
4121 S NAVAJO STREET SUITE 100ENGLEWOODCO80110NONEPCGENERAL SUPPORT$1,000
STEP DENVER
2029 LARIMER STDENVERCO80205NONEPCGENERAL SUPPORT$25,000
THE CATHOLIC FOUNDATION OF NORTHERN COLORADO
6160 SOUTH SYRACUSE WAY SUITE 211GREENWOOD VILLAGECO80111NONEPCGENERAL SUPPORT$1,680,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,825,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,749ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$636,398ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$360,599ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescALLOCATED PARTNERSHIP INCOMEDesc
Business531110BusinessCd
Unrelated Business Taxbl Incm-$310,848UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$310,848UnrelatedBusinessTaxblIncmAmt
Exclusion$283,548ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$27,300TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$1,350NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,150DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE NAGEL FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2017 IN THE AMOUNT OF $74,928.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBERKSHIRE HATHAWAY CLASS BStockNm
EOY Book Value$1,160,131EOYBookValueAmt
EOYFMV$1,886,761EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (17 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE HIGHAT COST$2,413,492$2,952,647
HM RENTAL 1 LLC CLASS AAT COST$615,467$615,467
HM RENTAL 1 LLC CLASS BAT COST$1,795,737$1,795,737
ISHARES CORE S&P MID CAPAT COST$569,371$731,169
ISHARES CORE S&P SMALLAT COST$462,492$721,309
ISHARES CORE S&P 500AT COST$3,228,034$5,164,994
SCHWAB US SMALL CAPAT COST$324,704$447,801
SPDR DOW JONESAT COST$2,170,157$3,607,659
VANGUARD HIGH DIVIDENDAT COST$2,765,463$3,917,101
VANGUARD INFORMATIONAT COST$637,249$1,508,458
VANGUARD GROWTH INDEX FDAT COST$281,150$557,370
CHARLES SCHWAB US REITAT COST$481,739$585,432
ISHARES COHEN AND STEERSAT COST$609,312$721,719
SCHWAB US DIVIDENDAT COST$1,769,333$3,056,562
VANGUARD ENERGY ETFAT COST$235,975$490,657
SPDR S&P 500 HIGHAT COST$684,784$641,501
NFHM 1 LLC CLASS BAT COST$921,156$921,156

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINSURANCEDesc
Revenue And Expenses Per Books$1,770RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,770DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescALLOCATED PARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books-$310,848RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$310,848AdjustedNetIncomeAmt

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