BETA

NAGEL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NAGEL FOUNDATION (EIN 84-1285137)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-16
IRS object ID
202121679349100757
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-16T11:02:05-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 700AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 NO 2440AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRALPH J NAGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3033761400PhoneNum
Signature2021-06-08SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA SRSICH CPAPreparerPersonNm
PTINP00393859PTIN
Phone3037705700PhoneNum
Preparation2021-06-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,940,094FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15,621InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15,621InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$714,693DividendsRevAndExpnssAmt
Dividends Net Invst Incm$714,693DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$761,055NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$132,990GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$124,600OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,590OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,093,859TotalRevAndExpnssAmt
Total Net Invst Incm$738,904TotalNetInvstIncmAmt
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$7,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,900AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$632TaxesRevAndExpnssAmt
Taxes Net Invst Incm$632TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,632TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,732TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,369,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,369,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,377,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,732TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,374,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$283,673ExcessRevenueOverExpensesAmt
Net Investment Income$736,172NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$246,318SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$500,540SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$500,540SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$7,995AcctRcvblAmt
Acct Rcvbl BOY$4,668AcctRcvblBOYAmt
Acct Rcvbl EOY$7,995AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$7,995AcctRcvblEOYFMVAmt
Corporate Stock BOY$469,034CorporateStockBOYAmt
Corporate Stock EOY$832,300CorporateStockEOYAmt
Corporate Stock EOYFMV$1,161,205CorporateStockEOYFMVAmt
Other Investments BOY$23,970,208OtherInvestmentsBOYAmt
Other Investments EOY$23,062,998OtherInvestmentsEOYAmt
Other Investments EOYFMV$30,270,354OtherInvestmentsEOYFMVAmt
Total Assets BOY$24,690,228TotalAssetsBOYAmt
Total Assets EOY$24,403,833TotalAssetsEOYAmt
Total Assets EOYFMV$31,940,094TotalAssetsEOYFMVAmt
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$24,690,228RetainedEarningBOYAmt
Retained Earning EOY$24,403,833RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$24,690,228TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,403,833TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,690,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,403,833TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,690,228TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$283,673ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$24,406,555SubtotalAmt
Other Decreases$2,722OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,403,833TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$54,420$54,420$54,420
PUBLICLY TRADED SECURITIES-$894,045-$894,045$894,045
PARTNERSHIP PASSTHROUGH GAINS$1,958$1,958$1,958D
CAPITAL GAINS DIVIDENDS$76,612$76,612$76,612P
FieldValueIRS element (for citing)
Capital Gain Net Income-$761,055CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,233InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,233SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,233TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$33,138EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$33,138TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$22,905OverpaymentAmt
Applied To ES Tax$22,905AppliedToESTaxAmt
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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$28,335,236AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$208,613AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,995FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,551,844TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,551,844AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$428,278CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,123,566NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,406,178MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,406,178MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,233TaxBasedOnInvestmentIncomeAmt
Total Tax$10,233TotalTaxAmt
Distributable Before Adj$1,395,945DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,395,945DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,395,945DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,374,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,374,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,374,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,395,945DistributableAsAdjustedAmt
Undistributed Income PY$1,347,313UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,374,800QualifyingDistributionsAmt
Applied To Year1$1,347,313AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,487AppliedToCurrentYearAmt
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$1,368,458UndistributedIncomeCYAmt
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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLIANCE FOR CHOICE IN EDUCATION
1201 EAST COLFAX AVE STE 302DENVERCO80218NONEPCSUPPORT FOR PRE-K THROUGH 1ST GRADE STUDENTS AT INNER CITY SCHOOL$700,000
CARUSO FAMILY CHARITIES
9138 W 6TH AVELAKEWOODCO80215NONEPFGENERAL SUPPORT$10,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPCGENERAL SUPPORT$2,500
CENTER FOR INDIVIDUAL RIGHTS
1100 CONNECTIVUT AVENUE NW SUITEWASHINGTONDC20036NONEPCGENERAL SUPPORT$2,500625
ECONOMIC LITERACY COLORADO
1355 S COLORADO BLVD STE 506DENVERCO80222NONEPCGENERAL SUPPORT$2,500
ENERGY MADE VISIBLE
10106 BRIAR FOREST DRHOUSTONTX77042NONEPCGENERAL SUPPORT$32,400
FOCUS (FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS)
603 PARK POINT DRIVEGENESEECO80401NONEPCGENERAL SUPPORT$5,000
GREATER PARK HILL COMMUNITY
2823 FAIRFAX STREETDENVERCO80207NONEPCGENERAL SUPPORT$5,000
HEALTH NETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022NONEPCGENERAL SUPPORT$2,500
INNER-CITY SCHOOL
3560 JOSEPHINE STREETDENVERCO80205NONEPCGENERAL SUPPORT$60,000
INSTITUTE FOR JUSTICE
901 N GLOBE ROAD SUITE 900ARLINGTONVA22203NONEPCGENERAL SUPPORT$5,000
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPCGENERAL SUPPORT$5,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPCGENERAL SUPPORT$2,500
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403NONEPCGENERAL SUPPORT$5,000
ROCKY MOUNTAIN PREP
600 GRANT STREET STE 700DENVERCO80203NONEPCGENERAL SUPPORT$40,000
SEEDS OF HOPE
1300 SOUTH STEELE STREETDENVERCO80210NONEPCSUPPORT FOR STUDENT COMPUTERS FOR LOW INCOME FAMILIES.$10,000
STEP DENVER
2029 LARIMER STDENVERCO80205NONEPCSUPPORT OF TWO-CENTER ST SOBER LIVING PROGRAM$50,000
THE CATHOLIC FOUNDATION OF NORTHERN COLORADO
6160 SOUTH SYRACUSE WAY SUITE 211GREENWOOD VILLAGECO80111NONEPCGENERAL SUPPORT$415,000
THE LEADERSHIP INSTITUTE
1101 NORTH HIGHLAND STREETARLINGTONVA22201NONEPCGENERAL SUPPORT FOR CAMPUS REFORM$5,000
TURNING POINT USA
4940 E BEVERLY ROADPHOENIXAZ85044NONEPCGENERAL SUPPORT$5,000
UNIVERSITY OF COLORADO
1201 LARIMER STREETDENVERCO80204NONEPCLYNX CAMP SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,369,900TotalGrantOrContriPdDurYrAmt
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$15,621ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$714,693ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$761,055ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ALLOCATED PARTNERSHIP INCOME900099$109,81214$457
OTHER INVESTMENT INCOME14$8,133
EXCISE TAX REFUND$6,198

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$109,812UnrelatedBusinessTaxblIncmAmt
Exclusion-$22,151ExclusionAmt
Related Or Exempt Function Incm$6,198RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,859TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11DLineNumberTxt
Relationship Statement$6,198 OF INCOME RECEIVED WAS A REFUND FROM THE DEPARTMENT OF TREASURYRelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TOP ROCK INVESTMENTS LLLPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11225 17TH ST STE 2440AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,000Amt
Net Investment Income$2,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,900DisbursementsCharitablePrpsAmt

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

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARUSO FAMILY CHARITIESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19138 W 6TH AVEAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80215ZIPCd
FieldValueIRS element (for citing)
Grant2020-11-11GrantDt
Grant$10,000GrantAmt
Purpose Of GrantSUPPORT THE MISSION OF CARUSO FAMILY CHARITIES THROUGH ASSISTING FAMILIES OF CHILD, ADOLESCENT, OR YOUNG ADULTS WHO ARE BEING TREATED FOR LIFE-THREATENING DISEASE OR LIFE-ALTERING EVENTS.PurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee5/20/21DatesOfReportsByGranteeTxt
Verification2021-05-21VerificationDt
Results Of VerificationDOCUMENTATION WAS RECEIVED VERIFYING THE GRANT FUNDS WERE USED FOR THEIR INTENDED PURPOSE(S) AND NO FUNDS WERE DISTRIBUTED FOR NON-CHARITABLE PURPOSES.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBERKSHIRE HATHAWAY CLASS BStockNm
EOY Book Value$832,300EOYBookValueAmt
EOYFMV$1,161,205EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HM RENTAL 1 LLC CLASS AAT COST$912,568$912,568
HM RENTAL 1 LLC CLASS BAT COST$1,979,764$2,038,561
ISHARES CORE HIGHAT COST$2,354,756$2,432,843
ISHARES CORE S&P MID CAPAT COST$302,949$459,660
ISHARES CORE S&P SMALLAT COST$442,697$682,904
ISHARES CORE S&P 500AT COST$2,666,196$4,554,764
ISHARES PREFERRED INCOMEAT COST$799,487$800,423
SCHWAB US SMALL CAPAT COST$277,006$445,000
SPDR DOW JONESAT COST$2,067,045$3,236,316
VANGUARD HIGH DIVIDENDAT COST$2,598,420$3,170,125
VANGUARD INFORMATIONAT COST$629,336$1,662,813
PIMCO TOTAL RETURN FUNDAT COST$2,628,070$2,614,015
VANGUARD HIGH YIELD CORPAT COST$1,414,883$1,453,785
VANGUARD GROWTH INDEX FDAT COST$275,303$657,247
ASSURED GUARAN 6.875% PFDAT COST$26,080$26,150
BANK OF AMERICA 6.45% PFDAT COST$44,028$80,880
NAVIENT CORP 6% PFDAT COST$120,480$150,900
CHARLES SCHWAB US REITAT COST$474,124$569,550
ISHARES COHEN AND STEERSAT COST$527,250$646,560
ISHARES MSCI EMERGINGAT COST$174,710$258,350
SCHWAB US DIVIDENAT COST$1,733,277$2,565,600
VANGUARD ENERGY ETFAT COST$121,502$155,580
INVESCO INTL SML-MID COMAT COST$493,067$695,760

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONTAXABLE BASIS ADJUSTMENTDesc
Amt$2,722Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ALLOCATED PARTNERSHIP INCOME$110,269$457$110,269
OTHER INVESTMENT INCOME$8,133$8,133$8,133
EXCISE TAX REFUND$6,198$6,198

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$632Amt
Net Investment Income$632NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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