2022-08-12T19:31:59-05:00 2021-09-30 346565596 ERNST & YOUNG US LLP 725 SOUTH FIGUEROA STREET LOS ANGELES CA 90017 990PF 2020-10-01 364254944 HOGAN FAMILY FOUNDATION INC HOGA 8054803030 2834 BORCHARD RD NEWBURY PARK CA 91320 CHRISTINE HOGAN EXECUTIVE VP 8054803030 2022-08-12 1 CHRISTINE HOGAN 999009999 KELLEY STEVENS P01538675 2139773200 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 114049256 X 2890 X 1262 366 366 1525308 1526600 1526600 144000 144000 144000 144000 4919769 23733858 3080572 0 13308 76537 76537 6606537 4828075 1747503 150000 0 0 150000 1240522 0 0 1240522 41590 0 0 41590 4684 0 0 4684 225655 33849 33849 191806 4014 0 0 4014 1198 277 0 0 175712 75201 75201 108149 438006 0 0 417005 0 0 417005 12166 0 0 12166 2285377 464466 464466 2285377 4995929 573793 573516 4455313 58840 58840 5054769 573793 573516 4514153 1551768 4254282 1173987 500 500 500 11369245 1855078 1855078 226277 164870 164870 54519995 88538429 88538429 6142371 0 0 8906472 8615785 8615785 28471190 13715096 15187805 14756094 14756094 118500 118500 118500 96471165 114049256 114049256 605125 915583 1341605 1341605 1946730 2257188 X 94524435 111792068 94524435 111792068 96471165 114049256 94524435 1551768 15715865 111792068 0 111792068 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 4768649 4990571 -221922 -221922 PUBLICLY TRADED SECURITIES 2020-09-30 2021-09-30 18965209 15441315 3523894 3523894 FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND P 2020-09-30 2021-09-30 113975 113975 FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND P 2020-09-30 2021-09-30 156290 -156290 -156290 FROM K-1S: OAKTREE SENIOR LOAN FUND P 2020-09-30 2021-09-30 11049 -11049 -11049 FROM K-1S: OAKTREE SENIOR LOAN FUND P 2020-09-30 2021-09-30 123454 -123454 -123454 FROM K-1S: TORTOISE COMMINGLED MLP FUND P 2020-09-30 2021-09-30 58264 -58264 -58264 FROM K-1S: TORTOISE COMMINGLED MLP FUND P 2020-09-30 2021-09-30 291762 -291762 -291762 CAPITAL GAINS DISTRIBUTIONS 2020-09-30 2021-09-30 305444 305444 3080572 -177260 59135 0 59135 0 59135 51600 0 60000 0 111600 0 52465 52465 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 EXECUTIVE VP/DIRECTOR 40.00 150000 12222 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 EVERARDO FERNANDEZ JR 2834 BORCHARD ROAD NEWBURY PARK CA 91320 MANAGER - GARDENS OF 40.00 71400 13600 0 MIGUEL VEGA 2834 BORCHARD ROAD NEWBURY PARK CA 91320 DIR. OF OPERATIONS - 40.00 71250 3750 0 REBECCA BEHRENS 2834 BORCHARD ROAD NEWBURY PARK CA 91320 DIRECTOR OF ANIMAL C 40.00 58145 3060 0 OSCAR MORENO 2834 BORCHARD ROAD NEWBURY PARK CA 91320 GARDENER 42.13 50410 3060 0 LINDA SEAMAN 2834 BORCHARD ROAD NEWBURY PARK CA 91320 VOLUNTEER COORDINATO 41.00 47697 3044 0 0 CALIFORNIA PHYSICIANS SERVICE 601 12T ST OAKLAND CA 94607 EMPLOYEE HEALTH CARE 266939 HUMPHREYGIACOPUZZI VETERINARY GROUP INC 4774 DONLON RD SOMIS CA 93066 VET CARE FOR HORSES 91907 PLEASANT TRAVEL SERVICE 2830 BORCHARD RD NEWBURY PARK CA 91320 MANAGEMENT FEES 91085 0 SEE STATEMENT 15-A 3584427 0 83683686 4274018 5556776 93514480 0 0 93514480 1402717 92111763 4605588 X 4514153 0 4514153 0 4514153 1999-09-10 X 1173987 2312234 1540264 1646411 6672896 997889 1965399 1309224 1399449 5671962 4514153 4096946 4626009 4681501 17918609 58840 31436 106960 56188 253424 4455313 4065510 4519049 4625313 17665185 0 0 3070392 2585391 2588847 2679084 10923714 0 0 0 0 X HOSPICE OF THE CONEJO 80 E HILLCREST DR THOUSAND OAKS CA 91360 NONE PC GENERAL SUPPORT 8000 CABRILLO MUSIC THEATRE INC 2100 THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORT 20000 MOVE AMERICA FORWARD 3105 FITE CIR SACRAMENTO CA 95827 NONE PC GENERAL SUPPORT 1840 BRO ROBERT JUENEMANN-THE MARIANIST COMMUNITY 23241 COHASSET ST WEST HILLS CA 91304 NONE PC GENERAL SUPPORT 1000 WESTLAKE WOMEN'S CLUB 2355 AVENIDA OTONO THOUSAND OAKS CA 91362 NONE PC GENERAL SUPPORT 1000 CROSSING GUARDIANS PO BOX 210505 CHULA VISTA CA 91921 NONE PC GENERAL SUPPORT 6000 NAMI VENTURA COUNTY 555 AIRPORT WAY SUITE F CAMARILLO CA 93010 NONE PC GENERAL SUPPORT 5000 SENIOR CONCERNS 401 HODENCAMP ROAD THOUSAND OAKS CA 91360 NONE PC GENERAL SUPPORT 5000 EASTWOOD RANCH FOUNDATION 28266 DOROTHY DR AGOURA HILLS CA 91301 NONE PC GENERAL SUPPORT 5000 COLTON PARKS & RECREATION FOUNDATION COLTON PLUNGE PARK 670 COLTON AVE COLTON CA 92324 NONE PC GENERAL SUPPORT 1000 CONEJO FREE CLINIC 80 E HILLCREST DR THOUSAND OAKS CA 91360 NONE PC GENERAL SUPPORT 5000 58840 0 14 1262 14 1525308 16 144000 01 13308 14 4919769 UBTI - PARTNERSHIP INCOME 525990 420727 14 -420727 420727 6182920 0 6603647 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 225655 33849 33849 191806 FROM K-1S: LSV INTERNATIONAL CONCENTRATED EQUITY FUND 2020-09 PURCHASED 2021-09 221400 COST 0 221400 SUMMARY OF DIRECT CHARITABLE ACTIVITIES PART IX-A 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 INVESTMENTS - CORPORATE STOCK 88538429 88538429 GATEHOUSE PROJECT AT COST 425000 425000 INVESTMENTS - OTHER AT COST 8190785 8190785 LEGAL FEES 4684 0 0 4684 FINE ARTS 118500 118500 118500 BANK SERVICE FEES 547738 0 0 547738 INSURANCE 323418 0 0 323418 LICENSE & PERMITS 1145 0 0 1145 PROGRAM EXPENSES 1337845 0 0 1337845 SERVICE EXPENSES 9927 0 0 9927 WF 1099 - ADVISORY FEES 0 7839 7839 0 ABBOT DOWNING 1099 - ADVISORY FEES 0 407568 407568 0 ABBOT DOWNING 1099 - MISCELLANEOUS FEES 0 3412 3412 0 K-1 MISCELLANEOUS DEDUCTIONS 0 45647 45647 0 OFFICE EXPENSES 20397 0 0 20397 TELEPHONE & COMMUNICATIONS 32074 0 0 32074 ADVERTISING & PROMOTION 1099 0 0 1099 DUES AND SUBSCRIPTION 11734 0 0 11734 FROM K-1S: OTHER INCOME 63229 63229 OTHER INCOME PER BOOKS 13308 13308 13308 UNREALIZED GAINS (LOSSES) 15715865 OTHER PROFESSIONAL FEES 4014 0 0 4014 FOREIGN TAXES PAID/ACCRUED 0 75201 75201 0 PROPERTY TAXES 25309 0 0 25309 EXCISE TAXES 67563 0 0 0 PAYROLL TAXES 82840 0 0 82840