Skip to main content

Nonprofit · EIN 35-6766677

MOGLIA FAMILY FOUNDATION

Tax-exempt · BELLEVUE, NE 68005

Financials

−$2.8M$8M2022$3.2M$9.9M2023$5.6M$5M2024
Revenue Expenses · by fiscal year end
Financials of MOGLIA FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990-PF$5,555,604$5,023,135$532,469$70,496,797$0$70,496,797
March 31, 2024990-PF$3,163,164$9,922,042-$6,758,878$75,392,120$4,447,360$70,944,760
March 31, 2023990-PF-$2,813,117$7,990,720-$10,803,837$75,433,238$1,148,103$74,285,135
Financial details: 990-PF for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$1,100,005
Dividends
$771,834
Net gain from sales of assets
$2,795,131
Other income
$888,634

Expenses

Grants and similar amounts paid
$4,019,210
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$261,934
Disbursements for charitable purposes
$4,361,107
Excise tax on investment income
$31,484

Balance sheet and other

Total assets, start of year
$75,392,120
Total assets, end of year
$70,496,797
Total liabilities, end of year
$0
Net assets, end of year
$70,496,797
Fair market value of assets
$80,722,832
Qualifying distributions
$4,361,107
Net investment income
$2,823,581

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROBERT WEEKS
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
FINANCIAL ANALYST
Highest-paid employee
20$75,000$24,965
NICHOLAS RUDD
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
FINANCIAL ANALYST
Highest-paid employee
20$75,000$22,818
JOSEPH MOGLIA
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
TRUSTEE1$0$0
990-PF for the year ended March 31, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT WEEKS
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
FINANCIAL ANALYST
Highest-paid employee
20$167,308
NICHOLAS RUDD
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
FINANCIAL ANALYST
Highest-paid employee
20$167,308
JOSEPH MOGLIA
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
TRUSTEE1$0
990-PF for the year ended March 31, 2023: 3 people
NameTitleHours / weekCompensation
ROBERT WEEKS
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
CO EXECUTIVE-DIRECTOR20$181,731
NICHOLAS RUDD
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
CO EXECUTIVE-DIRECTOR20$181,731
JOSEPH MOGLIA
505 CORNHUSKER RD STE 105, BELLEVUE, NE 68005
TRUSTEE1$0

Address and contacts

Address (IRS master file)
505 CORNHUSKER RD STE 105 PMB 393, BELLEVUE, NE 68005-7911
In care of
% KLEINBERG KAPLAN WOLFF & COHEN PC
Signed the 990-PF
JOSEPH MOGLIA, TRUSTEE
Phone
(402) 594-5659
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
35-6766677
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$70,496,797
Income (IRS master file)
$53,513,877

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2025$5,555,604$5,023,135$70,496,797XML
990-TMarch 2025–––IRS
990-PFMarch 2024$3,163,164$9,922,042$75,392,120XML
990-TMarch 2024–––IRS
990-PFMarch 2023-$2,813,117$7,990,720$75,433,238XML
990-TMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-TMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-TMarch 2021–––IRS
990-PFMarch 2020–––IRS
990-PFMarch 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6766677).

Questions about MOGLIA FAMILY FOUNDATION

What is the EIN of MOGLIA FAMILY FOUNDATION?
The employer identification number (EIN) of MOGLIA FAMILY FOUNDATION is 35-6766677.
Is MOGLIA FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to MOGLIA FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MOGLIA FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MOGLIA FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MOGLIA FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2025.
Who are the officers and directors of MOGLIA FAMILY FOUNDATION?
The 990-PF for the year ended March 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $75,000 (ROBERT WEEKS, FINANCIAL ANALYST).
How much revenue does MOGLIA FAMILY FOUNDATION have?
On its 990-PF for the year ended March 31, 2025 it reported revenue of $5,555,604, expenses of $5,023,135 and total assets of $70,496,797 at year end.

Other nonprofits in BELLEVUE

All nonprofits in BELLEVUE · Nebraska · Philanthropy, voluntarism and grantmaking foundations