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Moglia Family Foundation

Annual Giving
$9.2M
000

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Quick Stats

  • Annual Giving: $9,152,089 (2024)
  • Assets: $75,392,120
  • Average Grant Size: $61,014
  • Number of Grants: 150 grants (2024)
  • Geographic Focus: National (primarily Omaha, NE area; also supports organisations across the United States including New York, Chicago, Miami) — based on recent 990-PF records
  • Application Method: Invitation only - does not accept unsolicited applications

Contact Details

Address: Bellevue, NE
EIN: 35-6766677
Type: Private family foundation (501(c)(3))

Key Personnel:

  • Joseph Moglia, Trustee
  • Robert Weeks, Co-Executive Director & Financial Analyst
  • Nicholas Rudd, Co-Executive Director & Financial Analyst

Note: The foundation does not have a public website or published contact information for grant inquiries.

Overview

The Moglia Family Foundation was established in June 2006 as a private family foundation based in Bellevue, Nebraska. With assets of $75.4 million and annual charitable disbursements of $9.5 million (2024), the foundation is led by trustee Joseph Moglia, the former CEO and Chairman of TD Ameritrade and former head football coach at Coastal Carolina University. The foundation's mission encompasses support for elementary, secondary, and higher education, as well as family and child welfare services, with a broader focus on education, health, and human services organisations. The foundation maintains a highly selective approach to grantmaking, exclusively supporting preselected charitable organisations with which it has established relationships. Nearly 96.2% of the foundation's total expenses go directly to charitable disbursements, demonstrating a lean operational model focused on philanthropic impact.

Funding Priorities

Grant Programmes

The foundation does not operate formal, publicly available grant programmes. Instead, it makes discretionary grants to preselected organisations through trustee direction.

Grant Volume:

  • 2024: 150 grants awarded
  • 2023: 141 grants awarded
  • 2022: 118 grants awarded

Average Grant Size: $61,014

Total Annual Giving: $9.15 million (2024)

Priority Areas

Education: Elementary, secondary, and higher education institutions

  • Strong support for athletic and academic facilities at educational institutions
  • Universities and colleges with which Joseph Moglia has personal connections (e.g., Coastal Carolina University, Fordham University)

Health: Healthcare organisations and medical services

Human Services: Family and child welfare services organisations

Geographic Priorities:

  • Primary focus on the Omaha, Nebraska metropolitan area (based on recent 990-PF records)
  • National reach to major urban centres including New York, Chicago, and Miami

What They Don't Fund

The foundation does not publicly specify exclusions, but it:

  • Does not accept unsolicited applications
  • Does not fund organisations outside its preselected network
  • Makes contributions only to organisations selected by the trustees

Governance and Leadership

Joseph Moglia (Trustee) - The foundation's principal trustee, Joseph H. Moglia (born April 1, 1949) is a prominent businessman and philanthropist. He served as CEO of TD Ameritrade from 2001-2008 and Chairman from 2008 until the company's acquisition by Charles Schwab. During his tenure, TD Ameritrade's client assets grew from $24 billion to over $300 billion, and market capitalisation increased from $700 million to $12 billion. Following his business career, Moglia served as head football coach at Coastal Carolina University (2012-2018), compiling a 56-22 record and earning the 2015 Eddie Robinson Coach of the Year award. He currently serves as Executive Advisor to the President at Coastal Carolina. Moglia is an alumnus of Fordham University and has made transformational gifts to both Coastal Carolina and Fordham, funding major athletic facility improvements. His philanthropic philosophy reflects his career-long commitment to education and athletics.

Robert Weeks (Co-Executive Director & Financial Analyst) - Compensation: $167,308 (2024)

Nicholas Rudd (Co-Executive Director & Financial Analyst) - Compensation: $167,308 (2024)

Application Process & Timeline

How to Apply

This foundation does not have a public application process.

The Moglia Family Foundation explicitly states that it "only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds." All grants are made at the discretion of the trustees to organisations with which they have established relationships.

Organisations cannot apply for funding through any public application portal, submission process, or inquiry system.

Getting on Their Radar

The foundation's grantmaking is driven by Joseph Moglia's personal connections and philanthropic interests. Based on public information about the foundation's activities:

Educational institutions with Moglia connections: Organisations with direct connections to Joseph Moglia's biography—particularly Coastal Carolina University (where he served as head football coach and now serves as Executive Advisor to the President) and Fordham University (his alma mater)—have received significant support. These relationships developed through years of personal involvement, not through solicitation.

Omaha/Nebraska connections: The foundation maintains a primary focus on supporting nonprofit organisations in the Omaha, NE area, suggesting that local connections and community presence in Nebraska may be relevant to the foundation's selection process.

Sectors of interest: Organisations working in education (particularly K-12 and higher education), health, and family/child welfare services align with the foundation's stated mission and may be of interest if they come to the trustees' attention through other channels.

However, it's important to emphasise that there is no documented process for organisations to proactively "get on the radar" of this foundation, as all grantmaking decisions are made internally by the trustees.

Decision Timeline

Not applicable - the foundation does not accept applications. Grant decisions are made at the discretion of the trustees on their own timeline.

Success Rates

Not applicable - the foundation does not accept unsolicited applications.

Reapplication Policy

Not applicable - the foundation does not accept applications or reapplications from organisations it does not already support.

Application Success Factors

Since the Moglia Family Foundation does not accept unsolicited applications, traditional "application success factors" do not apply. However, examining the foundation's documented priorities and leadership offers insights into their philanthropic values:

Educational impact and athletic excellence: Joseph Moglia's major gifts to Coastal Carolina University and Fordham University focused on athletic facilities, particularly football infrastructure. His biography demonstrates a commitment to programmes that combine academic rigour with athletic achievement.

Long-term relationship building: The foundation's grants go to "preselected charitable organisations," suggesting that sustained relationships and demonstrated impact over time are critical. Organisations that receive support likely have multi-year track records with the foundation.

Alignment with trustee expertise: Given Joseph Moglia's background in financial services, education, and athletics, organisations in these sectors that demonstrate financial stewardship and measurable outcomes may resonate with the foundation's values.

Nebraska and regional connections: While the foundation supports organisations nationally, it maintains a primary focus on the Omaha, NE area, indicating that local connection and community presence remain important.

Stewardship and efficiency: The foundation itself operates with exceptional efficiency (96.2% of expenses go to charitable disbursements), suggesting the trustees value organisations that demonstrate similar fiscal discipline and mission focus.

Key Takeaways for Grant Writers

  • No public application process: This foundation is not accessible through traditional grant-seeking channels. Do not submit unsolicited proposals or inquiries.
  • Invitation-only grantmaking: All grants are made to organisations preselected by the trustees, primarily based on established relationships and trustee discretion.
  • Substantial grantmaking capacity: With $9.15 million in annual giving and an average grant size of $61,014, the foundation makes significant investments when they do support organisations (150 grants per year).
  • Educational focus with athletic interests: Education at all levels is a priority, with particular attention to institutions where athletics and academics intersect, reflecting Joseph Moglia's unique career trajectory.
  • Geographic concentration with national reach: While headquartered in Nebraska with a focus on the Omaha area, the foundation also supports organisations in major metropolitan areas across the United States.
  • Personal connections matter: The foundation's known major grants have gone to institutions where Joseph Moglia has direct personal involvement (Coastal Carolina, Fordham), suggesting that trustee engagement is essential.
  • Not a fit for most organisations: Unless your organisation already has a relationship with the foundation or its trustees, pursuing funding from this source is not feasible.

References

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