2025-07-27T13:52:58-05:00 2024-09-30 346565596 ERNST & YOUNG US LLP 725 SOUTH FIGUEROA STREET LOS ANGELES CA 900175418 990PF 2023-10-01 364254944 HOGAN FAMILY FOUNDATION INC HOGA 8054803030 2834 BORCHARD RD NEWBURY PARK CA 91320 CHRISTINE HOGAN PRESIDENT 8054803030 2025-07-27 1 0 KELLEY STEVENS P01538675 2139773200 2023 2025-03-06 01:10:19Z X 93907548 X 3798 X 2783933 91418 91418 551507 2050325 2050325 144000 144000 144000 144000 6746039 88889101 7920946 0 0 6137 6137 10229277 10212826 2291880 150000 0 0 150000 1418023 0 0 1418023 35074 0 0 35074 8173 0 0 8173 278983 41847 41847 237136 3239 0 0 3239 226172 50569 50569 126652 289434 0 0 673310 0 0 673310 32603 0 0 32603 2414357 494879 494879 2414357 5529368 587295 587295 5098567 92000 92000 5621368 587295 587295 5190567 4607909 9625531 1704585 498 499 499 1794621 15179823 15179823 288733 358426 358426 76229845 63798598 63798598 425000 425000 425000 28539276 14512574 14227421 14026702 14026702 118500 118500 118500 93084618 93907548 93907548 551583 701629 1299451 1299451 1851034 2001080 X 91233584 91906468 91233584 91906468 93084618 93907548 91233584 4607909 0 95841493 3935025 91906468 CAPITAL GAINS PER BOOKS 2023-09-30 2024-09-30 0 0 CAPITAL GAINS PER BOOKS 2023-09-30 2024-09-30 0 0 PUBLICLY TRADED SECURITIES 2023-09-30 2024-09-30 33797218 34120138 -322920 -322920 PUBLICLY TRADED SECURITIES 2023-09-30 2024-09-30 55091883 46832414 8259469 8259469 FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND P 2023-09-30 2024-09-30 5823 5823 FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND P 2023-09-30 2024-09-30 93447 93447 FROM K-1S: OAKTREE SENIOR LOAN FUND P 2023-09-30 2024-09-30 18054 18054 FROM K-1S: OAKTREE SENIOR LOAN FUND P 2023-09-30 2024-09-30 138515 -138515 -138515 CAPITAL GAINS DISTRIBUTIONS 2023-09-30 2024-09-30 5588 5588 7920946 -299043 133795 0 133795 0 133795 116643 0 42000 0 158643 X 552 24296 24296 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 13510 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 REBECCA BEHRENS 2834 BORCHARD ROAD NEWBURY PARK CA 91320 ANIMAL CARE DIRECTOR 40.00 66512 3501 0 OSCAR MORENO 2834 BORCHARD ROAD NEWBURY PARK CA 91320 GARDENER 46.00 64031 3959 0 LINDA SEAMAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 ASST MNGR OF GARDENS 43.00 54564 3483 0 JOSE DURAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 GARDENER 39.40 51578 3292 0 0 PLEASANT TRAVEL SERVICE 2834 BORCHARD ROAD NEWBURY PARK CA 91320 MANAGEMENT FEES 430377 ELEVANCE HEALTH INC PO BOX 51011 LOS ANGELES CA 90051 EMPLOYEE HEALTH CARE 165906 SO CAL HAY 12187 AVE 118 PIXLEY CA 93256 HORSE FOOD 105733 HUMPHREY GIACOPUZZI VETERINARY GROUP INC 4774 DONLON RD SOMIS CA 93066 VET CARE FOR HORSES 68199 0 SEE STATEMENT 15-A 4201974 0 70327492 6897831 2311338 79536661 0 0 79536661 1193050 78343611 3917181 X 5190567 0 5190567 1999-09-10 X 1704585 1478940 1507718 1173988 5865231 1448897 1257099 1281560 997890 4985446 5190567 5468251 4830710 4514153 20003681 0 0 0 58840 58840 5190567 5468251 4830710 4455313 19944841 0 0 2611454 2635261 2939091 3070392 11256198 0 0 0 0 X ASSETS SCHOOL 1 OHANA NUI WAY HONOLULU HI 96818 NONE PC GENERAL SUPPORT 20000 CONEJO FREE CLINIC 80 E HILLCREST DR THOUSAND OAKS CA 91360 NONE PC GENERAL SUPPORT 5000 CROSSING GUARDIANS PO BOX 210505 CHULA VISTA CA 91921 NONE PC GENERAL SUPPORT 13000 HOSPICE OF THE CONEJO VALLEY 80 E HILLCREST DR THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORT 3500 SAFE PASSAGE YOUTH FOUNDATON 2101 EAST OLSEN ROAD THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORT 5000 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 WESTLAKE WOMEN CLUB PO BOX 4572 WESTLAKE VILLAGE CA 91359 NONE PC GENERAL SUPPORT 1000 MAKE-A-WISH HAWAII 900 FORT ST MALL STE 1200 HONOLULU HI 96813 NONE PC GENERAL SUPPORT 10000 PEACEFULL VALLEY DONKEY RESCUE 8317 DUCKWORTH RD SAN ANGELO TX 76905 NONE PC GENERAL SUPPORT 10000 SUNRISE ROTARY FOUNDATION PO BOX 3846 THOUSAND OAKS CA 91359 NONE PC GENERAL SUPPORT 1000 TWO HANDS FOUR PAWS FOUNDATION 2240 FEDERAL AVENUE LOS ANGELES CA 90064 NONE PC GENERAL SUPPORT 500 VENTURA COUNTY ANIMAL REGULATION 600 AVIATION DR CAMARILLO CA 93010 NONE PC GENERAL SUPPORT 1000 VENTURA COUNTY SHERIFF FOUNDATION PO BOX 3007 CAMARILLO CA 93011 NONE PC GENERAL SUPPORT 1000 VENTURA COUNTY SHERIFF'S K-9 FOUNDATION 800 SOUTH VICTORIA AVE VENTURA CA 93009 NONE PC GENERAL SUPPORT 1000 92000 0 14 2783933 14 551507 16 144000 14 6746039 PARTNERSHIP INCOME 525990 9288 14 -9288 9288 10216191 0 10225479 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 278983 41847 41847 237136 K-1 CAPITAL TRANSACTIONS PURCHASED 15603 COST 0 15603 SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART IX-A RANCHO ST. FRANCIS SANTA ROSA VALLEYIN 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. 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. $1,375,123 RANCHO ST. FRANCIS HIDDEN VALLEYTHE HOGAN FAMILY FOUNDATION PURCHASED 22 ACRES IN HIDDEN VALLEY, CALIFORNIA IN 2004. 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 RANCH IS HOME TO 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. 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. $931,728 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. 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. $745,472 HOGAN ENTREPRENEURIAL LEADERSHIP PROGRAMTHE 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. $564,823 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 $321,312HOGAN 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. $263,516 INVESTMENTS - CORPORATE STOCK 63798598 63798598 GATEHOUSE PROJECT FMV 425000 425000 LEGAL FEES 8173 0 0 8173 FINE ARTS 118500 118500 118500 UNREALIZED LOSSES 3935025 TRAININGS/SEMINARS 1232 0 0 1232 OFFICE EXPENSES 27033 0 0 27033 TELEPHONE AND COMMUNICATIONS 31727 0 0 31727 ADVERTISING AND PROMOTION 929 0 0 929 DUES AND SUBSCRIPTIONS 7290 0 0 7290 BANK SERVICE FEES 322053 0 0 322053 INSURANCE 465878 0 0 465878 LICENSE AND PERMITS 932 0 0 932 PROGRAM EXPENSES 1518263 0 0 1518263 SERVICE EXPENSES 22800 0 0 22800 OTHER EXPENSES 16220 0 0 16220 1099 - ADVISORY FEES 0 140595 140595 0 1099 - MISC FEES 0 354284 354284 0 OTHER INCOME PER BOOKS 0 6137 6137 OTHER PROFESSIONAL FEES 3239 0 0 3239 FOREIGN TAXES PAID/ACCRUED 0 50569 50569 0 PROPERTY TAXES 36433 0 0 36433 EXCISE TAXES 99520 0 0 0 PAYROLL TAXES 90219 0 0 90219