2026-09-22T16:35:11-05:00 2025-12-31 423603499 EIDE BAILLY ADVISORY LLC 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990PF 2025-01-01 841285137 NAGEL FOUNDATION NAGE 3033761401 1225 17TH ST 2440 DENVER CO 80202 RALPH J NAGEL PRESIDENT 3033761400 2026-09-22 1 KYLE FRITCH P01313374 9702238825 2026-09-21 2025 X 42113814 X 300000 92 92 728815 728815 313147 646543 313147 -402658 0 939396 1042054 0 0 0 2410 0 2410 8085 3100 2485 2100 0 2100 70000 0 0 15376 0 15376 97971 3100 22371 1555000 1555000 1652971 3100 1577371 -713575 1038954 1021868 440444 440444 1160131 1160131 3070186 21279472 21147321 38603184 23461471 22747896 42113814 0 0 X 0 0 0 0 23461471 22747896 23461471 22747896 23461471 22747896 23461471 -713575 0 22747896 0 22747896 PUBLICLY TRADED SECURITIES 646543 333396 313147 313147 313147 14441 0 14441 0 14441 41850 0 0 0 41850 0 27409 27409 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 0 0 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 39647646 1273298 0 40920944 0 0 40920944 613814 40307130 2015357 2015357 14441 14441 2000916 0 2000916 0 2000916 1577371 0 1577371 2000916 1533116 0 0 1577371 1533116 0 0 44255 0 0 0 0 0 0 0 0 1956661 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 250000 ALLIANCE FOR CHOICE IN EDUCATION 5251 DTC PARKWAY STE 300 GREENWOOD VILLAGE CO 80111 NONE PC GENERAL SUPPORT 35000 DREAM INSPIRATION KENYA 2234 S NORSE WAY LAKEWOOD CO 80228 NONE PC SUPPORT FOR DREAM INSPIRATION ACADEMY SIGNATURE PROJECT 70000 FOCUS (FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS) 603 PARK POINT DRIVE GENESEE CO 80401 NONE PC GENERAL SUPPORT 25000 GIRLS WITH BOOKS PO BOX 57 BOULDER CO 80306 NONE PC GENERAL SUPPORT 70000 HEALTH NETWORK FOUNDATION 3550 LANDER ROAD STE 225 PEPPER PIKE OH 44124 NONE PC GENERAL SUPPORT 5000 INNER-CITY SCHOOL 2280 E 16TH AVE DENVER CO 80206 NONE PC GENERAL SUPPORT 120000 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC GENERAL SUPPORT 10000 MOTHERING ACROSS CONTINENTS 310 ARLINGTON AVENUE STE 303 CHARLOTTE NC 28203 NONE PC GENERAL SUPPORT 70000 OPERA COLORADO 4121 S NAVAJO STREET SUITE 100 ENGLEWOOD CO 80110 NONE PC GENERAL SUPPORT 10000 SPECIAL OLYMPICS COLORADO 12450 E ARAPAHOE ROAD SUITE C CENTENNIAL CO 80112 NONE PC GENERAL SUPPORT 3500 ST JOSEPHS CHURCH PHUKET 48/212 MOO 4 CHEONG THALAY THALANG PHUKET TH 83110 NONE PC GENERA; SUPPORT 100000 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 761500 1555000 0 14 92 14 728815 18 313147 ALLOCATED PARTNERSHIP INCOME 531110 -402658 -402658 1042054 0 639396 0 0 0 0 0 0 0 0 0 0 X X 1 TOP ROCK INVESTMENTS LLC 1225 17TH ST STE 2440 DENVER CO 80202 300000 X ACCOUNTING FEES 8085 3100 2485 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. BERKSHIRE HATHAWAY CLASS B 1160131 3070186 CHARLES SCHWAB US REIT AT COST 505761 660496 HM RENTAL 1 LLC CLASS B AT COST 638686 638686 ISHARES COHEN AND STEERS AT COST 634329 812854 ISHARES CORE HIGH AT COST 2549990 3607956 ISHARES CORE S&P 500 AT COST 6976473 13863242 ISHARES CORE S&P MID CAP AT COST 584116 1015941 ISHARES CORE S&P SMALL AT COST 475915 932107 NFHM 1 LLC CLASS A AT COST 1131532 1131532 NFHM 1 LLC CLASS B AT COST 906605 906605 SCHWAB US DIVIDEND AT COST 1904043 3481279 SPDR S&P 500 HIGH AT COST 721320 743282 VANGUARD ENERGY ETF AT COST 256027 530727 VANGUARD GROWTH INDEX FD AT COST 287015 1285716 VANGUARD HIGH DIVIDEND AT COST 2917476 5398036 VANGUARD INFORMATION AT COST 658033 3594725 LEGAL FEES 2410 0 2410 DUES AND SUBSCRIPTIONS 12489 0 12489 INSURANCE 2887 0 2887 ALLOCATED PARTNERSHIP INCOME -402658 0 -402658 MARKETING FEES 2100 0 2100 EXCISE TAXES 70000 0 0