2025-09-30T11:22:09-05:00 2024-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990PF 2024-01-01 841285137 NAGEL FOUNDATION NAGE 3033761401 1225 17TH ST 2440 DENVER CO 80202 RALPH J NAGEL PRESIDENT 3033761400 2025-09-29 1 1 KYLE FRITCH CPA P01313374 9702238825 2025-09-25 2024 2025-03-06 01:10:19Z X 39000546 X 1000000 486 486 744760 744760 2172319 4445186 2172319 -173595 0 3743970 2917565 0 0 0 7035 1506 3515 15000 0 0 1838 0 1838 23873 1506 5353 1895000 1895000 1918873 1506 1900353 1825097 2916059 96042 1021868 1021868 9251 1160131 1160131 2768634 20370950 21279472 35210044 21636374 23461471 39000546 0 0 X 0 0 0 0 21636374 23461471 21636374 23461471 21636374 23461471 21636374 1825097 0 23461471 0 23461471 PUBLICLY TRADED SECURITIES 84262 76042 8220 8220 PUBLICLY TRADED SECURITIES 4360924 2196825 2164099 2164099 2172319 40533 0 40533 0 40533 12383 0 70000 0 82383 0 41850 41850 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CO 1 0 0 0 0 1 N/A NAGEL FOUNDATION 3033761401 1225 17TH STREET SUITE 2440 DENVER CO 80202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 RALPH J NAGEL 1225 17TH ST SUITE 2440 DENVER CO 80202 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 36674220 1057241 0 37731461 0 0 37731461 565972 37165489 1858274 1858274 40533 40533 1817741 0 1817741 0 1817741 1900353 0 1900353 1817741 1615728 0 0 1900353 1615728 0 0 284625 0 0 0 0 0 0 0 0 1533116 0 0 0 RALPH J NAGEL RALPH J NAGEL 1225 17TH ST SUITE 2440 DENVER CO 80202 3033761400 HISTORIC ENTITY BACKGROUND, OFFICE LOCATIONS, MISSION STMT, FINANCIAL STMTS NOVEMBER 15TH OF EACH YEAR COLORADO EDUCATIONAL FACILITIES AND SCHOLARSHIPS ADVANCE COLORADO 6501 E BELLEVIEW AVE ENGLEWOOD CO 80111 NONE PC GENERAL SUPPORT 475000 ALLIANCE FOR CHOICE IN EDUCATION 5251 DTC PARKWAY STE 300 GREENWOOD VILLAGE CO 80111 NONE PC GENERAL SUPPORT 50000 ART STUDENTS LEAGUE OF DENVER 200 GRANT STREET DENVER CO 80203 NONE PC GENERAL SUPPORT 5000 CARUSO FAMILY CHARITIES 9138 W 6TH AVE LAKEWOOD CO 80215 NONE PF GENERAL SUPPORT 50000 GIRLS WITH BOOKS PO BOX 57 BOULDER CO 80306 NONE PC GENERAL SUPPORT 35000 INNER-CITY SCHOOL 2280 E 16TH AVE DENVER CO 80206 NONE PC GENERAL SUPPORT 85000 JUNIOR ACHIEVEMENT ROCKY MOUNTAIN 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 NONE PC GENERAL SUPPORT 20000 KIWANIS CLUB OF LAKEWOOD FOUNDATION PO BOX 150507 LAKEWOOD CO 80215 NONE PC SUPPORT FOR DREAM INSPIRATION ACADEMY SIGNATURE PROJECT 35000 MOTHERING ACROSS CONTINENTS 310 ARLINGTON AVENUE STE 303 CHARLOTTE NC 28203 NONE PC GENERAL SUPPORT 35000 STEP DENVER 2029 LARIMER ST DENVER CO 80205 NONE PC GENERAL SUPPORT 25000 THE CATHOLIC FOUNDATION OF NORTHERN COLORADO 6160 SOUTH SYRACUSE WAY SUITE 211 GREENWOOD VILLAGE CO 80111 NONE PC GENERAL SUPPORT 1080000 1895000 0 14 486 14 744760 18 2172319 ALLOCATED PARTNERSHIP INCOME 531110 -173595 -173595 2917565 0 2743970 0 0 0 0 0 0 0 0 0 0 X X 1 TOP ROCK INVESTMENTS LLLP 1225 17TH ST STE 2440 DENVER CO 80202 1000000 X ACCOUNTING FEES 7035 1506 3515 PURSUANT 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. CARUSO FAMILY CHARITIES 9138 W 6TH AVE LAKEWOOD CO 80215 2024-12-02 50000 SUPPORT THE MISSION OF CARUSO FAMILY CHARITIES THROUGH ASSISTING FAMILIES OF CHILD, ADOLESCENT, OR YOUN ADULTS WHO ARE BEING TREATED FOR LIFE-THEARTENING DISEASE OR LIFE-ALTERING EVENTS. 50000 NONE 9/25/25 2025-09-16 DOCUMENTATION WAS RECEIVED VERIFYING THE GRANT FUNDS WERE FULLY EXPENDED AND USED FOR THEIR INTENDED PURPOSE(S). THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTING FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. BERKSHIRE HATHAWAY CLASS B 1160131 2768634 ISHARES CORE HIGH AT COST 2549990 3330558 HM RENTAL 1 LLC CLASS B AT COST 1014165 1014165 ISHARES CORE S&P MID CAP AT COST 584116 959141 ISHARES CORE S&P SMALL AT COST 475915 893638 ISHARES CORE S&P 500 AT COST 6976473 11914932 SCHWAB US SMALL CAP AT COST 333396 582162 VANGUARD HIGH DIVIDEND AT COST 2917476 4798881 VANGUARD INFORMATION AT COST 658033 2965321 VANGUARD GROWTH INDEX FD AT COST 287015 1081345 CHARLES SCHWAB US REIT AT COST 505761 665871 ISHARES COHEN AND STEERS AT COST 634329 820892 SCHWAB US DIVIDEND AT COST 1904043 3467318 VANGUARD ENERGY ETF AT COST 256027 511297 SPDR S&P 500 HIGH AT COST 721320 743110 NFHM 1 LLC CLASS B AT COST 918802 918802 NFHM 1 LLC CLASS A AT COST 542611 542611 INSURANCE 1838 0 1838 ALLOCATED PARTNERSHIP INCOME -173595 0 -173595 EXCISE TAXES 15000 0 0