2024-08-14T23:35:47-05:00 2023-09-30 346565596 ERNST & YOUNG US LLP 725 SOUTH FIGUEROA STREET LOS ANGELES CA 900175418 990PF 2022-10-01 364254944 HOGAN FAMILY FOUNDATION INC HOGA 8054803030 2834 BORCHARD RD NEWBURY PARK CA 91320 CHRISTINE HOGAN PRESIDENT 8054803030 2024-08-14 1 0 KELLEY STEVENS P01538675 2139773200 2022 2024-08-08 14:25:15Z X 93084618 X 12161 X 168122 14602 14602 2109053 1928335 1928335 144000 144000 144000 144000 2914903 42137966 3517409 0 4172 -2749 -2749 5352411 5601597 2084188 150000 0 0 150000 1354460 0 0 1354460 34204 0 0 34204 7990 0 0 7990 265013 39752 39752 225261 5339 0 0 5339 1079 1079 0 0 264561 60490 60490 137182 313787 0 0 509513 0 0 509513 34698 0 0 34698 2580574 505006 505006 2580574 5521218 606327 605248 5039221 429030 429030 5950248 606327 605248 5468251 -597837 4995270 1478940 500 498 498 5646573 1794621 1794621 202795 288733 288733 61883535 76229845 76229845 6512135 425000 425000 28486805 14259384 14509909 14227421 14227421 118500 118500 118500 88873947 93084618 93084618 898288 551583 1341605 1299451 2239893 1851034 X 86634054 91233584 86634054 91233584 88873947 93084618 86634054 -597837 5197367 91233584 0 91233584 CAPITAL GAINS PER BOOKS 2022-09-30 2023-09-30 0 0 CAPITAL GAINS PER BOOKS 2022-09-30 2023-09-30 0 0 PUBLICLY TRADED SECURITIES 2022-09-30 2023-09-30 10023188 11741466 -1718278 -1718278 PUBLICLY TRADED SECURITIES 2022-09-30 2023-09-30 32114778 26897818 5216960 5216960 FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND P 2022-09-30 2023-09-30 40169 -40169 -40169 FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND P 2022-09-30 2023-09-30 35379 -35379 -35379 FROM K-1S: OAKTREE SENIOR LOAN FUND P 2022-09-30 2023-09-30 223 -223 -223 FROM K-1S: OAKTREE SENIOR LOAN FUND P 2022-09-30 2023-09-30 9054 -9054 -9054 CAPITAL GAINS DISTRIBUTIONS 2022-09-30 2023-09-30 103552 103552 3517409 -1758670 69434 0 69434 0 69434 0 0 190000 0 190000 X 3923 116643 116643 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 1 0 0 0 1 HTTP://WWW.HOGANFOUNDATION.ORG GENE LEONG 8054803030 2834 BORCHARD ROAD NEWBURY PARK CA 91320 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINE M HOGAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 CHAIRWOMAN OF THE BOARD/ASST SECRETARY 30.00 150000 13796 0 GLENN HOGAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 SECRETARY/TREASURER 20.00 0 0 0 GARY HOGAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 DIRECTOR 1.00 0 0 0 GLENN M HAYDEN ESQ 2834 BORCHARD ROAD NEWBURY PARK CA 91320 DIRECTOR 1.00 0 0 0 EDWARD C ROOHAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 DIRECTOR 1.00 0 0 0 JON MONROY ESQ 2834 BORCHARD ROAD NEWBURY PARK CA 91320 DIRECTOR 1.00 0 0 0 E FERNANDEZ 2834 BORCHARD ROAD NEWBURY PARK CA 91320 MANAGER OF GARDENS 40.00 72675 12325 0 REBECCA BEHRENS 2834 BORCHARD ROAD NEWBURY PARK CA 91320 ANIMAL CARE DIRECTOR 40.00 63536 3344 0 OSCAR MORENO 2834 BORCHARD ROAD NEWBURY PARK CA 91320 GARDENER 45.69 57253 3654 0 LINDA SEAMAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 ASST MNGR OF GARDENS 40.55 52951 3380 0 JOSE DURAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 GARDENER 41.38 49271 3145 0 0 NONE 0 SEE STATEMENT 15-A 4002961 0 73312671 2549145 4399945 80261761 0 0 80261761 1203926 79057835 3952892 X 5468251 0 5468251 1999-09-10 X 1478940 1507718 1173988 2312234 6472880 1257099 1281560 997890 1965399 5501948 5468251 4830710 4514153 4096946 18910060 0 0 58840 31436 90276 5468251 4830710 4455313 4065510 18819784 0 0 2635261 2939091 3070392 2585391 11230135 0 0 0 0 X ALFIES KITTEN RESCUE 6046 WARNER AVE HUNTINGTON BEACH CA 92647 NONE PC GENERAL SUPPORT 2000 ASSETS SCHOOL 1 OHANA NUI WAY HONOLULU HI 96818 NONE PC GENERAL SUPPORT 15000 ASSISTANCE DOGS OF HAWAII PO BOX 1803 MAKAWAO HI 96768 NONE PC GENERAL SUPPORT 20000 BOYS & GIRLS CLUB OF GREATER CONEJO VALLEY 1 DOLE DR WESTLAKE VILLAGE CA 91362 NONE PC GENERAL SUPPORT 1000 CABRILLO MUSIC THEATRE 2100 THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORT 1030 CHILDREN'S SERVICES AUXILIARY VENTURA 41 S WAKE FOREST 3825 VENTURA CA 93003 NONE PC GENERAL SUPPORT 250000 CONEJO FREE CLINIC 80 E HILLCREST DR THOUSAND OAKS CA 91360 NONE PC GENERAL SUPPORT 2000 CONEJO OAKS SYMPHONY 501 S REINOA ROAD STE 290 NEWBURY PARK CA 91320 NONE PC GENERAL SUPPORT 2000 CROSSING GUARDIANS PO BOX 210505 CHULA VISTA CA 91921 NONE PC GENERAL SUPPORT 8000 FRIENDS UNITED IN RESCUE 1722 MANGROVE AVE 24 CHICO CA 95926 NONE PC GENERAL SUPPORT 2000 HOSPICE OF THE CONEJO VALLEY 80 E HILLCREST DR THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORTGENERAL SUPPORT 2000 MARY HEALTH OF THE SICK CONVALESCENT 2929 THERSA DRIVE NEWBURY PARK CA 91320 NONE PC GENERAL SUPPORT 2000 MAUI HUMANE SOCIETY 1350 MEHAMEHA LOOP PUUNENE HI 96784 NONE PC GENERAL SUPPORT 50000 NAMI VENTURA COUNTY 555 AIRPORT WAY SUITE F CAMARILLO CA 93010 NONE PC GENERAL SUPPORT 10000 SAFE PASSAGE YOUTH FOUNDATON 2101 EAST OLSEN ROAD THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORT 6000 SENIOR CONCERNS 401 HODENCAMP RD THOUSAND OAKS CA 91360 NONE PC GENERAL SUPPORT 10000 TEACH SCHOLARS NIGHT 5100 ADOLFO RD CAMARILLO CA 93012 NONE PC GENERAL SUPPORT 10000 THE RONALD REAGAN PRESIDENTIAL FOUNDATION 40 PRESIDENTIAL DRIVE THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORT 30000 WESTLAKE WOMEN CLUB PO BOX 4572 WESTLAKE VILLAGE CA 91359 2,000 PC GENERAL SUPPORT 1000 WHITE HEART FOUNDATION PO BOX 1911 AGOURA HILLS CA 91376 NONE PC GENERAL SUPPORT 5000 429030 0 14 168122 14 2109053 16 144000 01 4172 14 2914903 PARTNERSHIP INCOME 525990 77885 14 -77885 77885 5262365 0 5340250 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 265013 39752 39752 225261 K-1 CAPITAL TRANSACTIONS PURCHASED 18727 COST 0 -18727 SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART IX-A RANCHO ST. FRANCIS SANTA ROSA VALLEY IN JULY 2007, THE HOGAN FAMILY FOUNDATION PURCHASED 14.1 ACRES IN SANTA ROSA VALLEY, CALIFORNIA WHICH IS THE HOME OF 15 HANDS RESCUE SANCTUARY. THIS PROGRAM IS DEDICATED TO THE CARE AND REHABILITATION OF ABANDONED, INJURED AND NEGLECTED HORSES. HORSES ACCEPTED INTO THE PROGRAM ARE EVALUATED BY A VETERINARIAN AND RECEIVE PROPER MEDICAL CARE AND TREATMENT TO RESTORE HEALTH AND PROVIDE REHABILITATION FOR ANY INJURIES. ONCE THESE RESCUED HORSES ARE HEALTHY AGAIN A SELECT FEW MAY PARTICIPATE IN THE RIDING PROGRAM, HOWEVER, THE MAJORITY WILL CONTINUE TO LIVE IN SANCTUARY PROGRAM. THE SANCTUARY BECOMES HOME TO SENIOR HORSES THAT CAN NO LONGER BE RIDDEN OR HAVE LITTLE CHANCE OF ADOPTION DUE TO MEDICAL OR OTHER ISSUES. THESE RETIRED HORSES HAVE A BEAUTIFUL PLACE WHERE THEY CAN LIVE OUT THE REST OF THEIR DAYS AND ENJOY QUALITY CARE AND ATTENTION FROM OUR DEDICATED STAFF.THIS RANCH IS ALSO HOST TO A VARIETY OF PROGRAMS, INCLUDING HORSES ON THE HOMEFRONT RIDING PROGRAM, BIG BROTHERS BIG SISTERS, AND CASA OF VENTURA COUNTY PROGRAMS. THESE PROGRAMS PARTNER WITH RANCHO ST. FRANCIS AND OFFER EQUINE EDUCATIONAL AND RIDING LESSON OPPORTUNITIES TO LOCALLY DISADVANTAGED CHILDREN. MANY DEVELOPMENTALLY DISABLED PROGRAMS VISIT THE RANCH AND WORK WITH THE MINIATURE HORSES AND DONKEYS. A FEW OF THESE PROGRAMS ARE SOCIAL VOCATIONAL SERVICES, THE ARC OF VENTURA COUNTY, VILLA ESPERANZA SERVICES, AND COLE VOCATIONAL SERVICES. MANY OF OUR VOLUNTEERS ALSO SOCIALIZE AND WALK DOGS AS PART OF OUR BIG PAWS 4 A CAUSE CANINE RESCUE AND SANCTUARY. OUR RESCUE AND SANCTUARY DOGS RECEIVE QUALITY MEDICAL CARE AS WELL AS HOSPICE CARE. THE HEART OF THE GARDEN IS AVAILABLE TO MOST PROGRAM INDIVIDUALS OR GROUPS THAT WISH TO NURTURE AND LEARN ABOUT TENDING VARIOUS SEASONAL FRUIT AND VEGETABLE PLANTS AND TREES. B.E. (BEHAVIORAL ENRICHMENT) BARN IS A NEW INTERACTIVE AND ENGAGING LEARNING EXPERIENCE FOR OUR PROGRAM PARTICIPANTS TO LEARN HOW OUR BEHAVIOR AND INTERACTION CAN MAKE A DIFFERENCE IN THE QUALITY OF THE ANIMALS LIVES AS WELL AS THEIR OWN. $1,206,570 RANCHO ST. FRANCIS HIDDEN VALLEYTHE HOGAN FAMILY FOUNDATION PURCHASED 22 ACRES IN HIDDEN VALLEY, CALIFORNIA IN 2004 AND BEGAN THE JOURNEY TO ENRICH THE LIVES OF DISADVANTAGED CHILDREN IN THE COMMUNITY. THE RANCH WAS NAMED RANCHO ST. FRANCIS AFTER ST. FRANCIS OF ASSISI, THE PATRON SAINT OF ANIMALS AND THE ENVIRONMENT, AND THE FOUNDER OF THE FRANCISCAN ORDER. THE PROGRAM'S GOAL IS TO MAKE A DIFFERENCE IN THE LIVES OF THESE CHILDREN BY PROVIDING A HORSE-RIDING PROGRAM THAT WOULD HELP DEVELOP SPECIAL SKILLS, BUILD THEIR CONFIDENCE AND TEACH THEM DISCIPLINE, RESPONSIBILITY AND COMPASSION FOR ANIMALS. TODAY, RANCHO ST. FRANCIS, HIDDEN VALLEY HOSTS CHILDREN IN THE HORSES ON THE HOMEFRONT RIDING PROGRAM, BIG BROTHER BIG SISTERS, AND CASA OF VENTURA COUNTY PROGRAMS. HORSES ON THE HOMEFRONT RIDING PROGRAM PROVIDES CHILDREN OF U.S. DEPLOYED MILITARY PERSONNEL RESIDING IN VENTURA COUNTY THE OPPORTUNITY TO RIDE AND CARE FOR HORSES. THE HIDDEN VALLEY RANCH ALSO WELCOMES VOLUNTEERS WITH DEVELOPMENTAL DISABILITIES FROM THE ARC OF VENTURA COUNTY AND VILLA ESPERANZA SERVICES TO GROOM MINIATURE HORSES AND LEARN ABOUT CARING FOR THE FULL-SIZE HORSES, DEPENDING ON INDIVIDUAL ABILITIES. $976,777 GARDENS OF THE WORLDTHE HOGAN FAMILY FOUNDATION CREATED THE GARDENS OF THE WORLD IN THOUSAND OAKS, CALIFORNIA. THIS 4.5 ACRE GARDEN IS OPEN TO THE PUBLIC AND IS A STRIKING MONUMENT TO COMMEMORATE THE VARIOUS CULTURES OF THE WORLD. THE GARDENS INCLUDE ITALIAN, FRENCH, JAPANESE AND ENGLISH GARDENS AS WELL AS THE MISSION COURTYARD. IN THE CENTER OF THE GARDENS IS THE AMERICAN BANDSTAND WHERE CONCERTS ARE HELD. THE HOGAN'S MOTIVATION IN BUILDING THE GARDENS WAS TO GIVE SOMETHING BACK TO THE COMMUNITY WHERE THEY LIVE AND CONDUCT THEIR HIGHLY SUCCESSFUL BUSINESS, AND THE DESIRE TO SHARE WITH OTHERS THEIR TRAVEL EXPERIENCES. $749,010 HOGAN ENTREPRENEURIAL LEADERSHIP PROGRAM THE HOGAN ENTREPRENEURIAL LEADERSHIP PROGRAM WAS CREATED IN PARTNERSHIPS WITH GONZAGA UNIVERSITY IN SPOKANE WASHINGTON AND CHAMINADE UNIVERSITY IN HONOLULU, HAWAII. THE GOAL IS TO PREPARE STUDENTS TO CREATE NEW VENTURES THAT MAKE A POSITIVE DIFFERENCE IN SOCIETY. THE STUDENT-CENTERED PROGRAM IS DESIGNED FOR PROMISING INDIVIDUALS WHO DEMONSTRATE ACADEMIC EXCELLENCE, LEADERSHIP, CREATIVITY AND A COMMITMENT TO SERVE OTHERS. THESE PROGRAMS EMBRACE STUDENTS FROM ALL ACADEMIC MAJORS AND TAILORS THE ENTREPRENEURIAL CURRICULUM TO COMPLEMENT COMMERCIAL AND SOCIAL ENTERPRISES. $520,568 LIFELINE 4 PAWS MEDICAL SUPPORTTHE LIFELINE 4 PAWS MEDICAL SUPPORT PROGRAM PROVIDES VETERINARY SPONSORSHIP FOR NON-ROUTINE MEDICAL TREATMENT (NON-ELECTIVE OR EMERGENCY PROCEDURE) FOR SICK OR INJURED DOGS THAT OTHER QUALIFIED ORGANIZATIONS RESCUE AND LATER PLACED IN PERMANENT ADOPTIVE HOMES. IN ADDITION, THE PROGRAM HELPS SPONSOR LOW COST SPAY AND NEUTER CLINICS THAT PROVIDE SERVICES FOR LOW INCOME PET OWNERS AND GROUPS WITH TNR(TRAP, NEUTER, SPAY) PROGRAMS FOR FERAL CATS $313,608 HOGAN ANGEL FLIGHT PROGRAMTHE HOGAN ANGEL FLIGHT PROGRAM PROVIDES AIR TRANSPORTATION FOR PEOPLE IN NEED OF MEDICAL TREATMENT AND DIAGNOSIS WHO ARE UNABLE TO AFFORD THE HIGH COST OF TRAVEL. WORKING WITH ANGEL FLIGHT AMERICA AND MERCY MEDICAL ANGELS, THE FOUNDATION SERVES AS A SAFETY NET FOR FINANCIALLY NEEDY PATIENTS BY GUARANTEEING TRANSPORTATION, OFTEN IN LIFE THREATENING SITUATIONS. THE PROGRAM ALSO PROVIDES TRAVEL FOR VETERANS TO MEDICAL CARE, CLINICAL TREATMENT, PTSD RETREATS AND SERVICE DOG ACQUISITIONS. $236,428 INVESTMENTS - CORPORATE STOCK 76229845 76229845 GATEHOUSE PROJECT FMV 425000 425000 LEGAL FEES 7990 0 0 7990 FINE ARTS 118500 118500 118500 TRAININGS/SEMINARS 384 0 0 384 OFFICE EXPENSES 21158 0 0 21158 TELEPHONE AND COMMUNICATIONS 32123 0 0 32123 ADVERTISING AND PROMOTION 1228 0 0 1228 DUES AND SUBSCRIPTIONS 9396 0 0 9396 BANK SERVICE FEES 533034 0 0 533034 INSURANCE 433112 0 0 433112 LICENSE AND PERMITS 605 0 0 605 PROGRAM EXPENSES 1533095 0 0 1533095 SERVICE EXPENSES 16210 0 0 16210 OTHER EXPENSES 229 0 0 229 1099 - ADVISORY FEES 0 482519 482519 0 K-1 MISC DEDUCTIONS 0 22487 22487 0 OTHER INCOME PER BOOKS 4172 -2749 -2749 UNREALIZED GAINS 5197367 OTHER PROFESSIONAL FEES 5339 0 0 5339 FOREIGN TAXES PAID/ACCRUED 0 60490 60490 0 PROPERTY TAXES 46854 0 0 46854 EXCISE TGAXES 127379 0 0 0 PAYROLL TAXES 90328 0 0 90328