MOGLIA FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MOGLIA FAMILY FOUNDATION (EIN 35-6766677)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2018-01-23
- IRS object ID
- 201810239349100501
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-23T08:08:03-08:00 | ReturnTs |
| Tax Period End | 2017-03-31 | 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 | 12 Roscoe Avenue | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079402418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | 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 | 4025977799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH 108TH AVENUE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH MOGLIA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-01-23 | 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 | 9733775246 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $79,266,233 | 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 | $1,471,125 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $508,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $508,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,305,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,879,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,305,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,825 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,825 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,287,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,816,442 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $133 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $133 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $26,715 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,764 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,764 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $269 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,967,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,967,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,001,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,994,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,285,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,809,409 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,884 | CashBOYAmt |
| Cash EOY | $47,826 | CashEOYAmt |
| Cash EOYFMV | $47,827 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,789,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,271,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,271,743 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $50,076,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,287,549 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,946,663 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $57,890,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,607,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,266,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $57,890,993 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,607,118 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,890,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,607,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,890,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,607,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,890,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,285,821 | ExcessRevenueOverExpensesAmt |
| Subtotal | $65,176,814 | SubtotalAmt |
| Other Decreases | $569,696 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,607,118 | 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 | 2017-03-31 | $28,568,711 | $21,067,988 | $7,500,723 | $7,500,723 |
| OPTIONS | P | 2009-07-01 | 2017-03-31 | $1,480,749 | $1,505,240 | -$24,491 | -$24,491 |
| CAPITAL GAIN DIST FROM PTNSPS | P | 2009-07-01 | 2017-03-31 | $829,719 | $829,719 | $829,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,305,951 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,827,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $68,281,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02676 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,044,505 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $73,992,125 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04115 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,857,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,284,684 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03031 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,965,140 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,164,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04351 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,756,071 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,969,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04506 | DistributionYr5Rt |
| Total Distribution | 0.186786 | TotalDistributionRt |
| Average Distribution | 0.037357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,876,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,759,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88,094 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,847,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,994,713 | 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 | $88,094 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $88,094 | SubtotalAmt |
| Tax Based On Investment Income | $88,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $230,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $245,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,860 | EsPenaltyAmt |
| Overpayment | $155,206 | OverpaymentAmt |
| Applied To ES Tax | $155,206 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 200 SOUTH 108TH AVENUE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | 200 SOUTH 108TH AVENUE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | 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 | $39,053,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,560,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,388,611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,001,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $75,001,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,125,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,876,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,693,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,693,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,094 | TotalTaxAmt |
| Distributable Before Adj | $3,605,747 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,605,747 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,605,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,994,713 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,994,713 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $88,094 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,906,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,605,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,723,614 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,994,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,723,614 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $271,099 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,334,648 | 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 | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 509(A) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Unrestricted | GrantOrContributionPurposeTxt |
| Amt | $2,967,865 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,967,865 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $508,666 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,305,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,816,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,816,442 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH MOGLIA | |||||||
| 1 | 200 SOUTH 108TH AVENUE | OMAHA | NE | 68154 | $250,000 | Yes (X) | |
| JOSEPH MOGLIA | |||||||
| 2 | 200 SOUTH 108TH AVENUE | OMAHA | NE | 68154 | $1,221,125 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,221,125 | FairMarketValueAmt |
| Received | 2017-03-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,715 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,715 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $133 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $133 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTABLE EXPENSES | $7,627 |
| COST BASIS/MARKET VALUE-INVESTMENTS | $562,069 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SERVICE CHARGES | $150 | $150 |
| MANAGEMENT FEE | $119 | $119 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,825 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,825 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $6,764 | Amt |
| Net Investment Income | $6,764 | NetInvestmentIncomeAmt |
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