HOGAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOGAN FAMILY FOUNDATION (EIN 27-2075646)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-07
- IRS object ID
- 202021289349100517
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-07T11:25:08-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 476097913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIM JOHNSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272075646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOGA | BusinessNameControlTxt |
| Phone | 4024984466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13323 CALIFORNIA STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL R HOGAN | PersonNm |
| Person Title | PRESIDENT, TREASURER | PersonTitleTxt |
| Phone | 4024984466 | PhoneNum |
| Signature | 2020-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 163.116.133.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-27 | IPDt |
| IP Tm | 10:07:59 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4492BEC4F3BAD6652306010BEE5B0619D04D8C2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D066E2939FE45487034BD10C4A0DC94BE27FEF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,777 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $440,225 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,842 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $441,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,990 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $511,907 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $511,907 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $513,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $375 | CashBOYAmt |
| Cash EOY | $1,279 | CashEOYAmt |
| Cash EOYFMV | $1,279 | CashEOYFMVAmt |
| Corporate Stock BOY | $48,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,498 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $49,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,777 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,196 | OtherIncreasesAmt |
| Subtotal | $4,777 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2017-12-01 | AcquiredDt |
| Sold | 2019-03-21 | SoldDt |
| Gross Sales Price | $26,705 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,863 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,842 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,842 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,842 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $498,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $437,499 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.140041 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.734377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.789088 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $404 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 369.430693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,932 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,034 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 106.317215 | DistributionYr5Rt |
| Total Distribution | 486.411414 | TotalDistributionRt |
| Average Distribution | 97.282283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $97,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,465,761 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,465,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $513,107 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $560 | OverpaymentAmt |
| Applied To ES Tax | $560 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KEELEY LAMMERS | IndividualWithBooksNm |
| Phone | 4024984466 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13323 CALIFORNIA STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL R HOGAN | ||||||||
| 24602 JONES CIRCLE | WATERLOO | NE | 68069 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| LORI L HOGAN | ||||||||
| 24602 JONES CIRCLE | WATERLOO | NE | 68069 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| LAKELYN K HOGAN | ||||||||
| 24602 JONES CIRCLE | WATERLOO | NE | 68069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $440 | TotalTaxAmt |
| Distributable Before Adj | $4,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $513,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $513,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $513,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $149,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $483,710 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $934,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $513,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $508,682 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,443,624 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $110,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,333,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,230 | ExcessFromYear4Amt |
| Excess From Year3 | $79,700 | ExcessFromYear3Amt |
| Excess From Year2 | $111,802 | ExcessFromYear2Amt |
| Excess From Year1 | $483,710 | ExcessFromYear1Amt |
| Excess From Current Year | $508,682 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL R HOGAN | ContributingManagerNm |
| Contributing Manager | LORI L HOGAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $2,000 | |
| BELLEVUE UNIVERSITY FOUNDATION | |||||||
| 1000 GALVIN RD SOUTH | BELLEVUE | NE | 68005 | PC | TO HELP ENROLL, RETAIN AND EDUCATE RESIDENTS OF SOUTH OMAHA AND BELLEVUE | $10,018 | |
| BROADWAY DREAMS FOUNDATION | |||||||
| 8965 BROCKHAM WAY | ALPHARETTA | GA | 30022 | PC | GENERAL SUPPORT | $5,000 | |
| OMAHA BURKE HIGH SCHOOL | |||||||
| 12200 BURKE ST | OMAHA | NE | 68154 | GOV | GENERAL SUPPORT | $15,000 | |
| DOWNTOWN RIVERFRONT TRUST | |||||||
| 10050 REGENCY CIR STE 101 | OMAHA | NE | 68114 | PC | TO HELP PLAN, DESIGN, AND CONSTRUCT NEW TRI-PARK COMPLEX ON CITY OF OMAHA PROPERTIES | $49,654 | |
| GREATER OMAHA CHAMBER FOUNDATION | |||||||
| 808 CONAGRA DR STE 400 | OMAHA | NE | 68102 | PC | TO INCREASE BUSINESS, EMPLOYMENT, AND INVESTMENT IN THE GREATER OMAHA AREA | $12,500 | |
| HOME INSTEAD SENIOR CARE FOUNDATION | |||||||
| 13323 CALIFORNIA ST | OMAHA | NE | 68154 | PC | TO ENHANCE THE LIVES OF AGING ADULTS AND THOSE WHO CARE FOR THEM | $99,221 | |
| HOPE CENTER FOR KIDS | |||||||
| 2200 NORTH 20TH ST | OMAHA | NE | 68110 | PC | TO HELP INSPIRE HOPE IN THE LIVES OF YOUTH THROUGH EDUCATION, EMPLOYMENT, COLLABORATION AND FAITH | $10,181 | |
| INTERCULTURAL SENIOR CENTER | |||||||
| 5545 CENTER ST | OMAHA | NE | 68106 | PC | TO HELP IMRPOVE THE QUALITY OF LIFE AND PHYSICAL WELL-BEING OF SENIORS | $5,023 | |
| NEBRASKA LUTHERAN OUTDOOR MINISTRIES - JAY NOVICKI CAMP | |||||||
| 27416 RANCH RD | ASHLAND | NE | 68003 | PC | TO SUPPORT THE JAY NOVICKI CAMP | $15,000 | |
| JESUIT ACADEMY | |||||||
| 2311 NORTH 22ND ST | OMAHA | NE | 68110 | PC | GENERAL SUPPORT | $7,000 | |
| LUTHERAN CHURCH OF THE MASTER | |||||||
| 2617 S 114TH ST | OMAHA | NE | 68144 | PC | GENERAL SUPPORT | $5,000 | |
| MOSAIC | |||||||
| 4980 SOUTH 118TH ST | OMAHA | NE | 68137 | PC | TO HELP PURSUE OPPORTUNITIES THAT EMPOWER PEOPLE | $20,260 | |
| NEBRASKA FAMILY ALLIANCE | |||||||
| 1106 E ST | LINCOLN | NE | 68508 | PC | TO HELP PRESERVE AND STRENGTHEN FAMILIES | $15,000 | |
| PLATTE INSTITUTE | |||||||
| 6910 PACIFIC ST 216 | OMAHA | NE | 68106 | PC | TO ADVANCE POLICIES THAT REMOVE BARRIERS TO ECONOMIC GROWTH AND OPPORTUNITY IN NEBRASKA | $12,794 | |
| PRISON FELLOWSHIP | |||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | PC | TO SUPPORT THE RESTORATION OF THOSE AFFECTED BY INCARCERATION | $1,000 | |
| SALVATION ARMY | |||||||
| 10755 BURT ST | OMAHA | NE | 68114 | PC | GENERAL SUPPORT | $13,130 | |
| SHERYL GERHLS | |||||||
| 13323 CALIFORNIA STREET | OMAHA | NE | 68154 | INDIVIDUAL | MEMORIAL | $5,000 | NONE |
| STEINAUER COMMUNITY | |||||||
| 3510 HANCOCK ST LOT 128 | BELLEVUE | NE | 68005 | PC | GENERAL SUPPORT | $1,000 | |
| UNITED WAY | |||||||
| 2201 FARNAM ST | OMAHA | NE | 68102 | PC | GENERAL SUPPORT | $18,149 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | TO SUPPORT THE UNIVERSITY AND ITS STUDENT ATHLETE PROGRAMS | $177,563 | |
| UNL CBA BUILDING FUND - UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | TO SUPPORT BUILDING OF NEW COLLEGE OF BUSINESS | $5,009 | |
| UNO ONE FUND PLEDGE - UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | TO SUPPORT UNO STUDENT ATHLETES | $7,405 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $511,907 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,148 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,148 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL R HOGAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24602 JONES CIRCLE | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $440,225 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 327 SHS OF L3 TECHNOLOGIES, INC | $79,717 | 2019-05-23 |
| 1 | 151 SHS OF HOME DEPOT, INC | $28,992 | 2019-05-23 |
| 1 | 337 SHS OF VERTEX PHARMACEUTICALS | $58,304 | 2019-05-23 |
| 1 | 102 SHS OF O'REILLY AUTO | $37,346 | 2019-05-23 |
| 1 | 480 SHS OF CDW CORP | $69,422 | 2019-12-31 |
| 1 | 374 SHS OF APPLE | $108,426 | 2019-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $3,498 | EOYBookValueAmt |
| EOYFMV | $3,498 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $34,196 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $7,018 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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