MOGLIA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MOGLIA FAMILY FOUNDATION (EIN 35-6766677)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-01-28
- IRS object ID
- 202120289349100607
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-28T10:28:20-08:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rick Iacovo CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8849 First Tee Rd | AddressLine1Txt |
| City | Port St Lucie | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34986 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356766677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOGLIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOGL | BusinessNameControlTxt |
| Phone | 4025945659 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 CORNHUSKER ROAD SUITE 105393 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH MOGLIA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK IACOVO | PreparerPersonNm |
| PTIN | P00080542 | PTIN |
| Phone | 7724484442 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,010,447 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $806,329 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,065,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,065,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,718,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,393,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,718,758 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,590,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,784,091 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $49,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $49,510 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,369 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $525 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,828,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,828,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,885,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,877,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,704,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,776,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,340 | CashBOYAmt |
| Cash EOY | $11,830 | CashEOYAmt |
| Cash EOYFMV | $11,830 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,356,786 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,700,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,700,499 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $64,102,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,036,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,298,118 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $66,470,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,749,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,010,447 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $66,470,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $71,749,066 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,470,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,749,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,470,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,749,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,470,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,704,966 | ExcessRevenueOverExpensesAmt |
| Subtotal | $72,175,182 | SubtotalAmt |
| Other Decreases | $426,116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,749,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STOCK SALES-SEE ATTACHED LIST | P | 2009-07-01 | 2020-03-31 | $30,515,651 | $24,371,364 | $6,144,287 | $6,144,287 |
| OPTIONS | P | 2009-07-01 | 2020-03-31 | $3,877,357 | $1,852,802 | $2,024,555 | $2,024,555 |
| CAPITAL GAIN/LOSS FROM PTNSPS | P | 2009-07-01 | 2020-03-31 | $450,084 | -$450,084 | -$450,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,718,758 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,825,502 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $76,716,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04987 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,494,024 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,165,858 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,906,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $73,876,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,827,172 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $68,281,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02676 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,044,505 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,992,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04115 | DistributionYr5Rt |
| Total Distribution | 0.200163 | TotalDistributionRt |
| Average Distribution | 0.040033 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $75,025,705 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,003,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87,762 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,091,266 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,877,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $87,762 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $87,762 | SubtotalAmt |
| Tax Based On Investment Income | $87,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $270,987 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $270,987 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $183,225 | OverpaymentAmt |
| Applied To ES Tax | $183,225 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE ASSISTANT | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 CORNHUSKER RD STE 105 393 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680057911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Moglia | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 CORNHUSKER RDSTE 105393 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680057911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,135,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,823,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,209,199 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,168,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $76,168,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,142,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,025,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,751,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,751,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,762 | TotalTaxAmt |
| Distributable Before Adj | $3,663,523 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,663,523 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,663,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,877,560 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,877,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $87,762 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,789,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,663,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,740,792 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,877,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,740,792 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,768 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,526,755 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joseph Moglia | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Various 501C3Organizations | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENTS | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 509(A) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Unrestricted | GrantOrContributionPurposeTxt |
| Amt | $3,828,050 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,828,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,065,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,718,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,784,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,784,091 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH MOGLIA | |||||||
| 1 | 505 CORNHUSKER RDSTE 105393 | BELLEVUE | NE | 680057911 | $506,329 | Yes (X) | |
| JOSEPH MOGLIA | |||||||
| 2 | 505 CORNHUSKER RDSTE 105393 | BELLEVUE | NE | 680057911 | $300,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $506,329 | FairMarketValueAmt |
| Received | 2020-03-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $49,510 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $49,510 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS/MARKET VALUE-INVESTMENTS | $419,062 |
| NON-DEDUCTABLE EXPENSES | $7,054 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Revenue And Expenses Per Books | $525 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $7,369 | Amt |
| Net Investment Income | $7,369 | NetInvestmentIncomeAmt |
Comments