HOGAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOGAN FAMILY FOUNDATION (EIN 36-4254944)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-12
- IRS object ID
- 202212249349100331
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T19:31:59-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 SOUTH FIGUEROA STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364254944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOGA | BusinessNameControlTxt |
| Phone | 8054803030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2834 BORCHARD RD | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE HOGAN | PersonNm |
| Person Title | EXECUTIVE VP | PersonTitleTxt |
| Phone | 8054803030 | PhoneNum |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | HOGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLEY STEVENS | PreparerPersonNm |
| PTIN | P01538675 | PTIN |
| Phone | 2139773200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,049,256 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,890 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $366 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $366 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,525,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,526,600 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,526,600 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $144,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $144,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $144,000 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $144,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,919,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,733,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,080,572 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $13,308 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $76,537 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $76,537 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,606,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,828,075 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,747,503 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,240,522 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,240,522 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,590 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,590 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,684 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,684 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $225,655 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,849 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $33,849 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $191,806 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,014 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,198 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $277 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $175,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75,201 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $75,201 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $108,149 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $438,006 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $417,005 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $417,005 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,166 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,166 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,285,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $464,466 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $464,466 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,285,377 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,995,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $573,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $573,516 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,455,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,054,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $573,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $573,516 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,514,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,551,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,254,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,173,987 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,369,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,855,078 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,855,078 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $226,277 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $164,870 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $164,870 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $54,519,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,538,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,538,429 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,142,371 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,906,472 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,615,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,615,785 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,471,190 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,715,096 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,187,805 | LandBOYAmt |
| Land EOY | $14,756,094 | LandEOYAmt |
| Land EOYFMV | $14,756,094 | LandEOYFMVAmt |
| Other Assets BOY | $118,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $118,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $118,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,471,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,049,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,049,256 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $605,125 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $915,583 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,341,605 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,341,605 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,946,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,257,188 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $94,524,435 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $111,792,068 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,524,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,792,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,471,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,049,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,524,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,551,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,715,865 | OtherIncreasesAmt |
| Subtotal | $111,792,068 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,792,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS PER BOOKS | 2020-09-30 | 2021-09-30 | $0 | $0 | |||
| CAPITAL GAINS PER BOOKS | 2020-09-30 | 2021-09-30 | $0 | $0 | |||
| PUBLICLY TRADED SECURITIES | 2020-09-30 | 2021-09-30 | -$221,922 | -$221,922 | $4,768,649 | $4,990,571 | |
| PUBLICLY TRADED SECURITIES | 2020-09-30 | 2021-09-30 | $3,523,894 | $3,523,894 | $18,965,209 | $15,441,315 | |
| FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND | 2020-09-30 | 2021-09-30 | $113,975 | $113,975 | P | ||
| FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND | 2020-09-30 | 2021-09-30 | -$156,290 | -$156,290 | $156,290 | P | |
| FROM K-1S: OAKTREE SENIOR LOAN FUND | 2020-09-30 | 2021-09-30 | -$11,049 | -$11,049 | $11,049 | P | |
| FROM K-1S: OAKTREE SENIOR LOAN FUND | 2020-09-30 | 2021-09-30 | -$123,454 | -$123,454 | $123,454 | P | |
| FROM K-1S: TORTOISE COMMINGLED MLP FUND | 2020-09-30 | 2021-09-30 | -$58,264 | -$58,264 | $58,264 | P | |
| FROM K-1S: TORTOISE COMMINGLED MLP FUND | 2020-09-30 | 2021-09-30 | -$291,762 | -$291,762 | $291,762 | P | |
| CAPITAL GAINS DISTRIBUTIONS | 2020-09-30 | 2021-09-30 | $305,444 | $305,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,080,572 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$177,260 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,465 | OverpaymentAmt |
| Applied To ES Tax | $52,465 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.HOGANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | GENE LEONG | IndividualWithBooksNm |
| Phone | 8054803030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2834 BORCHARD ROAD | AddressLine1Txt |
| City | NEWBURY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE M HOGAN | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | EXECUTIVE VP/DIRECTOR | 40.00 | $150,000 | $12,222 | $0 |
| BRIAN E HOGAN | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD J HOGAN | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | CHAIRMAN/FOUNDER | 15.00 | $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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EVERARDO FERNANDEZ JR | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | MANAGER - GARDENS OF | 40.00 | $71,400 | $13,600 | $0 |
| MIGUEL VEGA | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | DIR. OF OPERATIONS - | 40.00 | $71,250 | $3,750 | $0 |
| REBECCA BEHRENS | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | DIRECTOR OF ANIMAL C | 40.00 | $58,145 | $3,060 | $0 |
| OSCAR MORENO | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | GARDENER | 42.13 | $50,410 | $3,060 | $0 |
| LINDA SEAMAN | ||||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | VOLUNTEER COORDINATO | 41.00 | $47,697 | $3,044 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE | |||||
| 601 12T ST | OAKLAND | CA | 94607 | EMPLOYEE HEALTH CARE | $266,939 |
| HUMPHREYGIACOPUZZI VETERINARY GROUP INC | |||||
| 4774 DONLON RD | SOMIS | CA | 93066 | VET CARE FOR HORSES | $91,907 |
| PLEASANT TRAVEL SERVICE | |||||
| 2830 BORCHARD RD | NEWBURY PARK | CA | 91320 | MANAGEMENT FEES | $91,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 15-A | Description1Txt |
| Expenses1 | $3,584,427 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,683,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,274,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,556,776 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,514,480 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,514,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,402,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,111,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,605,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,514,153 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,514,153 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,514,153 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1999-09-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,173,987 | CurrentYearAmt |
| Year1 | $2,312,234 | Year1Amt |
| Year2 | $1,540,264 | Year2Amt |
| Year3 | $1,646,411 | Year3Amt |
| Total | $6,672,896 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $997,889 | CurrentYearAmt |
| Year1 | $1,965,399 | Year1Amt |
| Year2 | $1,309,224 | Year2Amt |
| Year3 | $1,399,449 | Year3Amt |
| Total | $5,671,962 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,514,153 | CurrentYearAmt |
| Year1 | $4,096,946 | Year1Amt |
| Year2 | $4,626,009 | Year2Amt |
| Year3 | $4,681,501 | Year3Amt |
| Total | $17,918,609 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $58,840 | CurrentYearAmt |
| Year1 | $31,436 | Year1Amt |
| Year2 | $106,960 | Year2Amt |
| Year3 | $56,188 | Year3Amt |
| Total | $253,424 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,455,313 | CurrentYearAmt |
| Year1 | $4,065,510 | Year1Amt |
| Year2 | $4,519,049 | Year2Amt |
| Year3 | $4,625,313 | Year3Amt |
| Total | $17,665,185 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,070,392 | CurrentYearAmt |
| Year1 | $2,585,391 | Year1Amt |
| Year2 | $2,588,847 | Year2Amt |
| Year3 | $2,679,084 | Year3Amt |
| Total | $10,923,714 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPICE OF THE CONEJO | |||||||
| 80 E HILLCREST DR | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL SUPPORT | $8,000 |
| CABRILLO MUSIC THEATRE INC | |||||||
| 2100 THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | NONE | PC | GENERAL SUPPORT | $20,000 |
| MOVE AMERICA FORWARD | |||||||
| 3105 FITE CIR | SACRAMENTO | CA | 95827 | NONE | PC | GENERAL SUPPORT | $1,840 |
| BRO ROBERT JUENEMANN-THE MARIANIST COMMUNITY | |||||||
| 23241 COHASSET ST | WEST HILLS | CA | 91304 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WESTLAKE WOMEN'S CLUB | |||||||
| 2355 AVENIDA OTONO | THOUSAND OAKS | CA | 91362 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CROSSING GUARDIANS | |||||||
| PO BOX 210505 | CHULA VISTA | CA | 91921 | NONE | PC | GENERAL SUPPORT | $6,000 |
| NAMI VENTURA COUNTY | |||||||
| 555 AIRPORT WAY SUITE F | CAMARILLO | CA | 93010 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SENIOR CONCERNS | |||||||
| 401 HODENCAMP ROAD | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EASTWOOD RANCH FOUNDATION | |||||||
| 28266 DOROTHY DR | AGOURA HILLS | CA | 91301 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COLTON PARKS & RECREATION FOUNDATION | |||||||
| COLTON PLUNGE PARK 670 COLTON AVE | COLTON | CA | 92324 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CONEJO FREE CLINIC | |||||||
| 80 E HILLCREST DR | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,840 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,262 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,525,308 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $144,000 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $13,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,919,769 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBTI - PARTNERSHIP INCOME | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $420,727 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$420,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $420,727 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,182,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,603,647 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $225,655 | Amt |
| Net Investment Income | $33,849 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,849 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $191,806 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND | AssetDesc |
| Acquired | 2020-09 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2021-09 | SoldDt |
| Gross Sales Price | $221,400 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $221,400 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | IdentifierTxt |
| Form And Line Reference | PART IX-A | FormAndLineReferenceDesc |
| Medium Explanation | THE HOGAN FAMILY FOUNDATION, INC.FORM 990-PF, PART IX-A, SUMMARY OF DIRECT CHARITABLE ACTIVITIESRANCHO 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.$1,120,269RANCHO 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. 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.$844,411GARDENS 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.$672,596 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.$573,955LIFELINE 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$212,107HOGAN 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 AIRLIFT, 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.$161,089 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $88,538,429 | EOYBookValueAmt |
| EOYFMV | $88,538,429 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GATEHOUSE PROJECT | AT COST | $425,000 | $425,000 |
| INVESTMENTS - OTHER | AT COST | $8,190,785 | $8,190,785 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,684 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,684 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINE ARTS | Desc |
| BOY Book Value | $118,500 | BOYBookValueAmt |
| EOY Book Value | $118,500 | EOYBookValueAmt |
| EOYFMV | $118,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $547,738 | $0 | $0 | $547,738 |
| INSURANCE | $323,418 | $0 | $0 | $323,418 |
| LICENSE & PERMITS | $1,145 | $0 | $0 | $1,145 |
| PROGRAM EXPENSES | $1,337,845 | $0 | $0 | $1,337,845 |
| SERVICE EXPENSES | $9,927 | $0 | $0 | $9,927 |
| WF 1099 - ADVISORY FEES | $0 | $7,839 | $7,839 | $0 |
| ABBOT DOWNING 1099 - ADVISORY FEES | $0 | $407,568 | $407,568 | $0 |
| ABBOT DOWNING 1099 - MISCELLANEOUS FEES | $0 | $3,412 | $3,412 | $0 |
| K-1 MISCELLANEOUS DEDUCTIONS | $0 | $45,647 | $45,647 | $0 |
| OFFICE EXPENSES | $20,397 | $0 | $0 | $20,397 |
| TELEPHONE & COMMUNICATIONS | $32,074 | $0 | $0 | $32,074 |
| ADVERTISING & PROMOTION | $1,099 | $0 | $0 | $1,099 |
| DUES AND SUBSCRIPTION | $11,734 | $0 | $0 | $11,734 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|---|
| FROM K-1S: OTHER INCOME | $63,229 | $63,229 | |
| OTHER INCOME PER BOOKS | $13,308 | $13,308 | $13,308 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $15,715,865 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,014 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,014 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID/ACCRUED | $0 | $75,201 | $75,201 | $0 |
| PROPERTY TAXES | $25,309 | $0 | $0 | $25,309 |
| EXCISE TAXES | $67,563 | $0 | $0 | $0 |
| PAYROLL TAXES | $82,840 | $0 | $0 | $82,840 |