2024-07-01T08:46:16-05:00 2023-12-31 561588934 SMITH STEVENS & FORD PA POST OFFICE BOX 1225 LENOIR NC 286451225 990PF 2023-01-01 562255419 HOGAN FAMILY FOUNDATION INC HOGA 8282923058 174 SOUTHWOOD TRAIL BOONE NC 27607 JAMES CLAYWELL HOGAN II DIRECTOR 8282923058 2024-05-09 1 JAMES CLAYWELL HOGAN II 999009999 1 DAVID F STEVENS P00189144 8287588431 2024-05-09 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 781897 X X 6458 6458 11111 11111 19919 205385 19919 37488 37488 0 5414 0 0 5414 9408 9408 0 0 1291 0 0 414 25 0 0 0 16138 9408 0 5828 45000 45000 61138 9408 0 50828 -23650 28080 0 19052 61872 61872 145014 143679 135645 414388 367962 503898 11301 11004 10392 85856 67444 70090 675611 651961 781897 414 414 414 414 X 675197 651547 675197 651547 675611 651961 675197 -23650 0 651547 0 651547 BRINKER EEY-000200 P 87 96 -9 -9 BRINKER EEY-000200 P 21382 22334 -952 -952 BRINKER BWZ-000962 P 9915 10005 -90 -90 BRINKER BWP-002766 P 12626 14203 -1577 -1577 BRINKER BWP-002766 P 30675 27422 3253 3253 BRINKER BWP-003154 P 3740 3692 48 48 BRINKER BWP-003154 P 25631 22321 3310 3310 BRINKER BWP-003155 P 19410 20347 -937 -937 BRINKER BWP-003155 P 39291 32176 7115 7115 BRINKER BWP-03156 P 2951 2843 108 108 BRINKER BWP-003156 P 39589 30027 9562 9562 Capital Gains Dividends P 88 88 88 19919 390 0 390 0 390 0 0 0 0 0 0 390 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A JOHN C HOGAN 9196082086 10601 RIVER FOREST DRIVE RALEIGH NC 27614 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES C HOGAN II 174 SOUTHWOOD TRAIL BOONE NC 28607 PRESIDENT 2.00 0 0 0 JOHN HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 PAST PRESIDENT 2.00 5414 0 0 JAMES B HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 SECRETARY 0.25 0 0 0 JANIS P HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 WILLIAM P HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 PARKER H HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 ERIN HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 YVONNE HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 725369 37539 0 762908 0 0 762908 11444 751464 37573 37573 390 390 37183 0 37183 0 37183 50828 0 50828 37183 0 0 18721 18054 14639 24118 24179 99711 50828 0 0 0 37183 13645 0 0 113356 0 0 0 0 0 0 18721 94635 18054 14639 24118 24179 13645 X JAMES CLAYWELL HOGAN II 174 SOUTHWOOD TRAIL BOONE NC 28607 8282923058 HOGANJC9@GMAIL.COM WRITTEN APPLICATION SHOULD INCLUDE AMOUNT REQUESTED, COPY OF TAX-EXEMPTION LETTER, ORGANIZATION'S CHARITABLE PURPOSE, DETAILED PURPOSE FOR REQUESTED FUNDS, AND ANY SUPPORTING DOCUMENTATION. THE CONSTRAINTS AND OTHER DETAILS ARE INCLUDED IN THE ANNUAL REQUEST FOR PROPOSALS MAILING. THIS VARIES ANNUALLY. PRINCIPALLY THE GRANTS ARE TO BENEFIT CALDWELL COUNTY ORGANIZATIONS. THE TYPES OF ACCEPTABLE GRANT REQUESTS AS WELL AS SUBSTANTIATION REQUIREMENTS ARE DETAILED IN THE ANNUAL REQUEST FOR PROPOSALS MAILING. COMMUNITIES IN SCHOOLS 313 RIDGE STREET NW LENOIR NC 28645 NONE PUBLIC CHARITY DEVELOPMENT OF SOFT SKILLS & TEAM BUILDING 2000 AMOREM 902 KIRKWOOD STREET LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR SALON VISITS 675 CALDWELL COUNTY HABITAT FOR HUMANITY 1216 HARPER AVENUE SW LENOIR NC 28645 NONE PUBLIC CHARITY MATERIALS FOR HABITAT HOUSES 12500 ST VINCENT DE PAUL OF BATON ROUGE PO BOX 127 BATON ROUGE LA 70821 NONE PUBLIC CHARITY PURCHASE OF PRESCRIPTION MEDS FOR THE NEEDY 1550 CALDWELL HOUSE 951 KENHAM PLACE SW LENOIR NC 28645 NONE PUBLIC CHARITY RENOVATION OF PUBLIC SPACE IN FACILITY 2000 CALDWELL PEOPLE INC 414 STONECROFT DRIVE SE LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR FOSTER CHILDREN EXPENSES 4500 CALDWELL PREGNANCY CARE CENTER 210 RIDGE STREET LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR THE BRIGHT COURSE CURRICULUM 2187 FORT DEFIANCE PO BOX 686 LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR GROUNDS 1000 FOUNDATION OF CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE 2855 HICKORY BLVD HUDSON NC 28638 NONE PUBLIC CHARITY DREAM SCHOLAR PROGRAM 3500 MEALS ON WHEELS OF WAKE COUNTY INC 1001 BLAIR DRIVE RALEIGH NC 27603 NONE PUBLIC CHARITY PROVIDING MEALS 975 SCHOOL FOR YOUNG CHILDREN 1002 KIRKWOOD AVENUE NW LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR CLASSROOM EXPENSES 2135 SHELTER HOME OF CALDWELL COUNTY PO BOX 426 LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR TEEN POPULATION PROGRAM 2500 SOUTH CALDWELL CHRISTIAN MINISTRIES PO BOX 359 GRANITE FALLS NC 28630 NONE PUBLIC CHARITY ASSIST FAMILIES WITH RENT/MORTGAGE PAYMENTS 5996 CALDWELL ARTS COUNCIL PO BOX 1613 LENOIR NC 28645 NONE PUBLIC CHARITY FOOTHILLS VETERANS IN ART PROGRAM 1000 CALDWELL HERITAGE MUSEUM 112 VAIDEN STREET SW LENOIR NC 28645 NONE PUBLIC CHARITY MUSEUM ENHANCEMENT 507 PAWS4PEOPLE FOUNDATION 1121C-324 MILITARY CUTOFF ROAD WILMINGTON NC 28405 NONE PUBLIC CHARITY FI SMART DOG COLLARS 975 WAMY COMMUNITY ACTION INC 225 BIRCH STREET SUITE 2 BOONE NC 28607 NONE PUBLIC CHARITY SUPPORT OUR STUDENTS PROGRAM 1000 45000 0 14 6458 14 11111 18 19919 0 37488 0 37488 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 11004 10392 CORPORATE STOCK 367962 503898 143679 135645 0 0 OTHER INVESTMENTS AT COST 67444 70090 OFFICE EXPENSES 25 0 0 0 INVESTMENT ADVISORY FEES 9408 9408 0 0 EXCISE TAX 336 0 0 0 FOREIGN TAXES PAID 541 0 0 0 EMPLOYER TAX 414 0 0 414