Robert H Nagy Family Foundation
- Assets
- $571.7k
- Revenue
- $54.5k
- Investments
- $554.8k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 10/2005
- Data as of
- 12/2021
- EIN
- 39-6783372
Organization Overview
Robert H Nagy Family Foundation is located in Milwaukee, WI. The organization was established in 2005. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert H Nagy Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Robert H Nagy Family Foundation generated $54.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $30.3k during the year ending 12/2021. While expenses have increased by 1.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert H Nagy Family Foundation has awarded 48 individual grants totaling $136,070. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ROBERT H NAGY FAMILY FOUNDATION, INC. IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT
ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John R Nagy Trustee | 1 | $0 | |
Wendy C Hendrickson Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $14,888 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $39,641 |
| Capital Gain Net Income | $39,641 |
| Net ST Capital Gain | $147 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $54,529 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,073 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $708 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $6,551 |
| Contributions, gifts, grants paid | $23,704 |
| Total expenses and disbursements | $30,255 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $16,499 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $353 |
| Total assets | $571,662 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert H Nagy Family Foundation has awarded $23,704 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
MAKE A WISH FOUNDATION PURPOSE: GENERAL FUND | $5,000 |
MACC FUND INC PURPOSE: GENERAL FUND | $5,000 |
HONOR FLIGHT INC PURPOSE: CONTRIBUTION | $3,500 |
HOME FOR TROOPS PURPOSE: CONTRIBUTION | $3,500 |
WAUKESHA COUNTY SHERIFF'S DEPT PURPOSE: K-9 FUND | $2,500 |
BOYS & GIRLS CLUB OF GREATER MILW PURPOSE: GENERAL FUND | $2,204 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Klaff Family Foundation Chicago, IL | $171,629,374 | $12,167,429 |
The Steve & Amy Van Andel Foundation Grand Rapids, MI | $111,040,892 | $8,504,096 |
Wing Shadow Foundation Ada, MI | $89,908,464 | $23,772,931 |
Charles E Lakin Foundation Inc Council Bluffs, IA | $146,415,136 | $18,758,116 |
The Pritzker Pucker Family Foundation Chicago, IL | $63,807,485 | $11,921,924 |
David And Janis Larson Foundation Minneapolis, MN | $131,263,001 | -$404,078 |
Carls Foundation Bloomfield Hills, MI | $120,507,770 | $14,280,001 |
The Jennings Family Foundation Edina, MN | $20,317,059 | $4,027,228 |
Sunshine Charitable Foundation Libertyville, IL | $0 | $4,219,972 |
Tracy Family Foundation Mt Sterling, IL | $19,754,710 | $6,714,098 |
Chicagobeyond Inc Chicago, IL | $1,837,444 | $0 |
The David And Carol Van Andel Family Foundation Grand Rapids, MI | $107,851,670 | $8,218,571 |