HOGAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOGAN FAMILY FOUNDATION (EIN 27-2075646)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-15
- IRS object ID
- 201940749349100409
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-15T09:23:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272075646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUNDRED FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUND | BusinessNameControlTxt |
| Phone | 4024984466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24602 JONES CIRCLE | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL R HOGAN | PersonNm |
| Person Title | PRESIDENT, TREASURER | PersonTitleTxt |
| Phone | 4024984466 | PhoneNum |
| Signature | 2019-03-09 | 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 | 209.34.201.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-09 | IPDt |
| IP Tm | 15:14:40 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 06718D1991FB6EEBEB7ECD4F00D4AA79CF05A929 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D066E2939FE45487034BD10C4A0DC94BE27FEF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,333 | 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 | $1,947 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,270 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $334,624 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,245 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,922 | 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 | $747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $497,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $497,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $499,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $498,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$491,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $551 | CashBOYAmt |
| Cash EOY | $375 | CashEOYAmt |
| Cash EOYFMV | $375 | CashEOYFMVAmt |
| Corporate Stock BOY | $494,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,958 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $495,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $495,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $495,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $495,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $495,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$491,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,200 | OtherIncreasesAmt |
| Subtotal | $49,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2018-12-17 | $334,407 | $76,929 | $257,478 | $257,478 |
| PUBLICLY TRADED SECURITIES | D | 2018-07-13 | $106,618 | $29,472 | $77,146 | $77,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $334,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,699 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.734377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,642 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.789088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $404 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 369.430693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,932 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,034 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 106.317215 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $162,814 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 22.796696 | DistributionYr5Rt |
| Total Distribution | 508.068069 | TotalDistributionRt |
| Average Distribution | 101.613614 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $437,499 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,455,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,409 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,459,264 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $498,767 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,818 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,818 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,018 | TaxDueAmt |
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 | $438,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $444,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $444,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $437,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,818 | TotalTaxAmt |
| Distributable Before Adj | $15,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,057 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $498,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $498,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $498,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $163,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $110,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $614,732 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $498,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $483,710 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,098,442 | 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 | $163,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $934,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $110,500 | ExcessFromYear4Amt |
| Excess From Year3 | $149,230 | ExcessFromYear3Amt |
| Excess From Year2 | $79,700 | ExcessFromYear2Amt |
| Excess From Year1 | $111,802 | ExcessFromYear1Amt |
| Excess From Current Year | $483,710 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HOPE CENTER FOR KIDS | ||||||
| 2200 NORTH 20TH STREET | OMAHA | NE | 68110 | PC | GENERAL SUPPORT | $10,000 |
| STEINAUER COMMUNITY HERITAGE HOUSE | ||||||
| 3510 HANCOCK ST LOT 128 | BELLEVUE | NE | 68005 | PC | GENERAL SUPPORT | $1,000 |
| HOME INSTEAD SENIOR CARE FOUNDATION | ||||||
| 13323 CALIFORNIA STREET | OMAHA | NE | 68154 | PC | GENERAL SUPPORT | $148,000 |
| LUTHERAN CHURCH OF SOUTH SUDAN | ||||||
| 1140 CRESCENT VIEW DR NE | CEDAR RAPIDS | IA | 52402 | PC | GENERAL SUPPORT | $20,000 |
| BELLEVUE UNIVERSITY FOUNDATION | ||||||
| 1000 GALVIN ROAD SOUTH | BELLEVUE | NE | 68005 | PC | TO HELP ENROLL, RETAIN AND EDUCATE RESIDENTS OF SOUTH OMAHA AND BELLEVUE | $10,000 |
| JESUIT ACADEMY | ||||||
| 2311 NORTH 22ND STREET | OMAHA | NE | 68110 | PC | TO HELP EDUCATE ELEMENTARY SCHOOL-AGED CHILDREN | $7,000 |
| MOSAIC | ||||||
| 4980 SOUTH 118TH STREET | OMAHA | NE | 68137 | PC | TO HELP SUPPORT PEOPLE WITH INTELLECTUAL DISABILITIES | $10,000 |
| NEBRASKA FAMILY ALLIANCE INC | ||||||
| 1106 E STREET | LINCOLN | NE | 68508 | PC | TO HELP PRESERVE AND STRENGTHEN FAMILIES | $5,000 |
| NEBRASKA LUTHERAN OUTDOOR MINISTRIES - JAY NOVICKI CAMP | ||||||
| 27416 RANCH ROAD | ASHLAND | NE | 68003 | PC | TO SUPPORT THE JAY NOVICKI CAMP | $10,000 |
| PLATTE INSTITUTE FOR ECONOMIC RESEARCH | ||||||
| 6910 PACIFIC ST 216 | OMAHA | NE | 68106 | PC | GENERAL SUPPORT | $10,000 |
| PRISON FELLOWSHIP MINISTRIES | ||||||
| 44180 RIVERSIDE PARKWAY | LANDSDOWNE | VA | 20176 | PC | TO SUPPORT THE RESTORATION OF THOSE AFFECTED BY INCARCERATION | $1,000 |
| SALVATION ARMY | ||||||
| 10755 BURT STREET | OMAHA | NE | 68114 | PC | GENERAL SUPPORT | $10,000 |
| ST CECILIA CATHEDRAL | ||||||
| 701 NORTH 40TH STREET | OMAHA | NE | 68131 | PC | TO HELP EDUCATE ELEMENTARY SCHOOL-AGED CHILDREN | $50,067 |
| UNITED WAY | ||||||
| 2201 FARNAM STREET | OMAHA | NE | 68102 | PC | GENERAL SUPPORT | $18,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | TO SUPPORT THE UNIVERSITY AND ITS STUDENT ATHLETE PROGRAMS | $175,000 |
| 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 | $5,000 |
| UNO ONE FUND PLEDGE - UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL SUITE 300 | LINCOLN | NE | 68508 | PC | TO SUPPORT UNO STUDENT ATHLETES | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $497,567 | 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 | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,270 | 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 | $6,298 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,298 | 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 |
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 | $48,958 | EOYBookValueAmt |
| EOYFMV | $48,958 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $45,200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $747 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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