BETA

NAGEL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NAGEL FOUNDATION (EIN 84-1285137)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-30
IRS object ID
202022749349100802
Schema version
2019v5.1
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)
Return2020-09-30T09:58:13-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-09-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA SRSICHPreparerPersonNm
PTINP00393859PTIN
Phone3037705700PhoneNum
Preparation2020-09-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.173.238.88IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-30IPDt
IP Tm09:57:44IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id95ED5CAB5FB8D2750519DCD6613D81AA6EC75CA8AtSubmissionCreationDeviceId
At Submission Filing Device Id192559D267D9FB518193B6666E26211A24EE2259AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,430,164FMVAssetsEOYAmt
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$16,749InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,749InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$796,450DividendsRevAndExpnssAmt
Dividends Net Invst Incm$793,752DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,214NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$998,144GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$66,285OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$803OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$744,700TotalRevAndExpnssAmt
Total Net Invst Incm$811,304TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$5,275OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,638OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,637OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,858TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,085TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,036OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$490OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,169TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,213TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,652TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,503,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,503,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,543,669TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,213TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,506,152TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$798,969ExcessRevenueOverExpensesAmt
Net Investment Income$804,091NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$881,204SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$246,318SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$246,318SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$4,668AcctRcvblAmt
Acct Rcvbl BOY$5,982AcctRcvblBOYAmt
Acct Rcvbl EOY$4,668AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$4,668AcctRcvblEOYFMVAmt
Corporate Stock BOY$469,034CorporateStockBOYAmt
Corporate Stock EOY$469,034CorporateStockEOYAmt
Corporate Stock EOYFMV$681,312CorporateStockEOYFMVAmt
Other Investments BOY$24,132,977OtherInvestmentsBOYAmt
Other Investments EOY$23,970,208OtherInvestmentsEOYAmt
Other Investments EOYFMV$28,497,866OtherInvestmentsEOYFMVAmt
Total Assets BOY$25,489,197TotalAssetsBOYAmt
Total Assets EOY$24,690,228TotalAssetsEOYAmt
Total Assets EOYFMV$29,430,164TotalAssetsEOYFMVAmt
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$25,489,197RetainedEarningBOYAmt
Retained Earning EOY$24,690,228RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$25,489,197TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,690,228TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,489,197TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,690,228TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,489,197TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$798,969ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$24,690,228SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,690,228TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
LT SALE OF PUBLICLY TRADED SECURITIESP$972,940$993,225-$20,285-$20,285
LONG TERM GAIN FROM PARTNERSHIPSP$1,003$1,003$1,003
LOSS ON WRITE OFF OF SANDSTONE CAPITAL INDIA OFFSHORE FUND LIMITEDD$7,133-$7,133-$7,1332006-12-282019-12-31
CAPITAL GAINS DIVIDENDSP$24,201$24,201$24,201
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,214CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,082InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,082SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,082TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49,220EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49,220TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$33,138OverpaymentAmt
Applied To ES Tax$33,138AppliedToESTaxAmt
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
Org Report Or Register StateAZOrgReportOrRegisterStateCd
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
Phone7208805677PhoneNum

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$28,186,456AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$710,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,668FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,901,831TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,901,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$433,527CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,468,304NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,423,415MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,423,415MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,082TaxBasedOnInvestmentIncomeAmt
Total Tax$16,082TotalTaxAmt
Distributable Before Adj$1,407,333DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,407,333DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,407,333DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,506,152ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,506,152QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,506,152AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,407,333DistributableAsAdjustedAmt
Undistributed Income PY$1,371,204UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Total For Prior Years$74,928TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,506,152QualifyingDistributionsAmt
Applied To Year1$1,371,204AppliedToYear1Amt
Applied To Prior Years$74,928AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,020AppliedToCurrentYearAmt
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$1,347,313UndistributedIncomeCYAmt
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 (30 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 302DENVERCO80203NONEPCSUPPORT FOR PRE-K THROUGH 1ST GRADE STUDENTS AT INNER CITY SCHOOL$600,000
ARCHDIOCESE OF DENVER
1300 SOUTH STEELE STREETDENVERCO80210NONEPCGENERAL SUPPORT$50,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREETDENVERCO80212NONEPCGENERAL SUPPORT$10,000
ART STUDENT LEAGUE OF DENVER
200 GRANT STREETDENVERCO80203NONEPCGENERAL SUPPORT$5,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPCGENERAL SUPPORT$5,000
CENTER FOR INDIVIDUAL RIGHTS
1100 CONNECTIVUT AVENUE NW SUITEWASHINGTONDC20036NONEPCGENERAL SUPPORT$5,000625
COLORADO CHRISTIAN UNIVERSITY
8787 W ALAMEDA AVELAKEWOODCO80226NONEPCCENTENNIAL INSITITUTE FUND$5,000
COLORADO WATERCOLOR SOCIETY
PO BOX 100003DENVERCO80250NONEPCGENERAL SUPPORT$2,500
COMMON SENSE POLICY ROUNDTABLE
6295 GREENWOOD PLAZA BLVD SUITE 100GREENWOOD VILLAGECO80111NONEPCGENERAL SUPPORT$5,000
COMMUNIO
5901 KINGSTOWNE VILLAGE PKWY SUITEALEXANDRIAVA22315NONEPCGENERAL SUPPORT$75,000102
DENVER ART MUSEUM
100 W 14THAVENUE PKWYDENVERCO80204NONEPCGENERAL SUPPORT$5,000
FOCUS
603 PARK POINT DRIVEGENESEECO80401NONEPCGENERAL SUPPORT$5,000
HEALTH NETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022NONEPCGENERAL SUPPORT$5,000
INNER-CITY SCHOOL
3560 JOSEPHINE STREETDENVERCO80205NONEPCGENERAL SUPPORT$50,000
INSTITUTE FOR JUSTICE
901 N GLOBE ROAD SUITE 900ARLINGTONVA22203NONEPCGENERAL SUPPORT$5,000
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPCGENERAL SUPPORT$5,000
LEON CO
1112 E 17TH AVENUEDENVERCO80218NONEPCGENERAL SUPPORT$10,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPCGENERAL SUPPORT$5,000
OPERA COLORADO
4121 S NAVAJO STREET SUITE 100ENGLEWOODCO80110NONEPCGENERAL SUPPORT$5,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403NONEPCGENERAL SUPPORT$5,000
PROJECT EDUCATION SOUTH SUDAN
PO BOX 6851DENVERCO80206NONEPCGENERAL SUPPORT$10,000
REGIS UNIVERSITY
3333 REGIS BOULEVARD B-16DENVERCO80221NONEPCGENERAL SUPPORT$10,000
RINO ART DISTRICT
3525 WALNUT STREETDENVERCO80205NONENCGENERAL SUPPORT$10,000
ROCKY MOUNTAIN PREP
7808 CHERRY CREEK S DRIVE 3-300DENVERCO80231NONEPCGENERAL SUPPORT$50,000
STEP DENVER
2029 LARIMER STDENVERCO80205NONEPCSUPPORT OF TWO-CENTER ST SOBER LIVING PROGRAM$10,000
THE CATHOLIC FOUNDATION OF NORTHERN COLORADO
6160 SOUTH SYRACUSE WAY SUITE 211GREENWOOD VILLAGECO80111NONEPCGENERAL SUPPORT$516,000
THE LEADERSHIP INSTITUTE
1101 NORTH HIGHLAND STREETARLINGTONVA22201NONEPCGENERAL SUPPORT$5,000
TURNING POINT USA
217 1/2 E ILLINOIS STREETLEMONTIL60439NONEPCGENERAL SUPPORT$5,000
UNIVERISTY OF PENNSYLVANIA
2929 WALNUT STREETPHILADELPHIAPA19104NONEPCWEITZMAN SCHOOL OF DESIGN$10,000
UNIVERSITY OF COLORADO
1201 LARIMER STREETDENVERCO80204NONEPCLYNX CAMP SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,503,500TotalGrantOrContriPdDurYrAmt
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$16,749ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$796,450ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,214ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescALLOCATED PARTNERSHIP INCOMEDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm-$67,088UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$803ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$67,088UnrelatedBusinessTaxblIncmAmt
Exclusion$811,788ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$744,700TotalIncomeProducingActyAmt

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

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 Line1RINO ART DISTRICTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13525 WALNUT STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80205ZIPCd
FieldValueIRS element (for citing)
Grant2019-12-03GrantDt
Grant$10,000GrantAmt
Purpose Of GrantSUPPORT THE RINO ARTPARK COMMUNITY HUB, WHICH WILL REUSE AND REPURPOSE TWO HISTORIC BUILDINGS ON THE PARK SITE. RINO WILL BRING MAKER SPACE, ROTATING LIBRARY, RESOURCE CENTER, ARTIST STUDIOS, A FOOD AND BEVERAGE INCUBATOR, AND PERFORMANCE AND EVENT SPACE TO THE PUBLIC SPHERE.PurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee9/02/20DatesOfReportsByGranteeTxt
Verification2020-09-02VerificationDt
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$469,034EOYBookValueAmt
EOYFMV$681,312EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HIGHFIELDS CAPITAL IV LPAT COST$1,903$1,903
HM RENTAL 1 LLC CLASS AAT COST$1,000,000$1,000,000
HM RENTAL 1 LLC CLASS BAT COST$1,916,042$1,974,840
ISHARES CORE HIGHAT COST$4,860,486$5,663,543
ISHARES CORE S&P MID CAPAT COST$302,949$411,640
ISHARES CORE S&P SMALLAT COST$435,158$613,814
ISHARES CORE S&P 500AT COST$1,582,689$2,561,071
ISHARES PREFERRED INCOMEAT COST$799,487$781,301
SCHWAB EMERGING MARKETSAT COST$233,900$273,700
SCHWAB US SMALL CAPAT COST$277,000$378,200
SPDR DOW JONESAT COST$936,647$1,537,719
VANGUARD FTSE DEVELOPEDAT COST$364,409$440,600
VANGUARD HIGH DIVIDENDAT COST$2,499,929$3,130,023
VANGUARD INFORMATIONAT COST$415,429$905,945
VGRD FTSE ALL WRLD EX USAT COST$607,118$661,045
PIMCO INVESTMENT GRADEAT COST$2,762,527$2,862,953
PIMCO TOTAL RETURN FUNDAT COST$2,724,189$2,642,958
VANGUARD HIGH YIELD CORPAT COST$1,348,142$1,379,500
INVESCO OPPENHEIMER INTLAT COST$440,605$556,310
VANGUARD GROWTH INDEX FDAT COST$271,010$468,831
ASSURED GUARAN 6.875% PFDAT COST$26,080$27,030
BANK OF AMERICA 6.45% PFDAT COST$44,029$80,880
NAVIENT CORP 6% PFDAT COST$120,480$144,060

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ALLOCATED PARTNERSHIP EXPENSES$490$490$0
OTHER FEES AND CHARGES$15$0$15
PENALTIES AND INTEREST$6,531$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescALLOCATED PARTNERSHIP INCOMEDesc
Revenue And Expenses Per Books-$66,285RevenueAndExpensesPerBooksAmt
Net Investment Income$803NetInvestmentIncomeAmt
Adjusted Net Income-$66,285AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$5,275Amt
Net Investment Income$2,638NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,637DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$4,085$4,085$0
EXCISE TAXES$23,773$0$0

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