HOGAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOGAN FAMILY FOUNDATION (EIN 36-4254944)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201842279349100524
- Schema version
- 2016v3.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- 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 | 2018-08-15T16:15:43-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-10-01 | 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) |
|---|---|---|
| In Care Of | % GENE LEONG | InCareOfNm |
| 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 | 2018-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MINA KIM | PreparerPersonNm |
| PTIN | P01826685 | PTIN |
| Phone | 2139773200 | PhoneNum |
| Preparation | 2018-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $98,537,465 | 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 | $5,116 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,886,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,551,300 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,551,300 | 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 | $4,313,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,539,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,187,198 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $155,292 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | -$86,413 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$86,413 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,349,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,796,085 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,764,179 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $156,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,192,294 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,192,294 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,608 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,608 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,837 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,837 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $277,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,609 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $41,609 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $235,786 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $97,149 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,065 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,065 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $247,441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $669 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $669 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $120,420 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $571,250 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $437,298 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $437,298 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,991 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,990 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,191,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $707,382 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $707,382 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,768,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,243,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $750,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $749,660 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,080,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,028 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,028 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,380,391 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $750,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $749,660 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,217,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $968,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,045,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,014,519 | 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 | $10,720,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,187,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,187,625 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $11,207 | InventoriesBOYAmt |
| Inventories EOY | $7,571 | InventoriesEOYAmt |
| Inventories EOYFMV | $7,571 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $251,655 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $192,412 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $192,412 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $53,145,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,939,272 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,939,272 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,719,867 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $58,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $58,356 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,425,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,425,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,425,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,456,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,902,354 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,947,923 | LandBOYAmt |
| Land EOY | $16,554,593 | LandEOYAmt |
| Land EOYFMV | $16,554,593 | LandEOYFMVAmt |
| Other Assets BOY | $225,917 | OtherAssetsBOYAmt |
| Other Assets EOY | $172,136 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $172,136 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $92,448,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,537,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,537,465 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $594,734 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $621,718 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,212,064 | GrantsPayableBOYAmt |
| Grants Payable EOY | $488,846 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,806,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,110,564 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $90,641,214 | UnrestrictedBOYAmt |
| Unrestricted EOY | $97,426,901 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,641,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,426,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,448,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,537,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,641,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $968,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,816,745 | OtherIncreasesAmt |
| Subtotal | $97,426,901 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $97,426,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,133,379 | $8,856,181 | $277,198 | $277,198 |
| PUBLICLY TRADED SECURITIES | P | $31,370,775 | $29,214,427 | $2,156,348 | $2,156,348 |
| FROM K-1S - OAKTREE SENIOR LOAN FUND | P | $4,267 | -$4,267 | -$4,267 | |
| FROM K-1S - TORTOISE COMMINGLED FUND | P | $117,639 | -$117,639 | -$117,639 | |
| FROM K-1S - OAKTREE SENIOR LOAN FUND | P | $53,753 | -$53,753 | -$53,753 | |
| FROM K-1S - TORTOISE COMMINGLED FUND | P | $105,739 | -$105,739 | -$105,739 | |
| PUBLICLY TRADED SECURITIES - CAPITAL GAIN DISTRIBUTIONS | P | $35,050 | $35,050 | $35,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,187,198 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $155,292 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,922,792 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $73,114,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,809,521 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $77,031,415 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049454 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,055,160 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,311,361 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053845 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,155,548 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $71,768,470 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071836 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,981,040 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $69,488,526 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057291 | DistributionYr5Rt |
| Total Distribution | 0.286079 | TotalDistributionRt |
| Average Distribution | 0.057216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $74,998,457 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,291,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,454 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,321,566 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,217,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,907 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60,907 | SubtotalAmt |
| Tax Based On Investment Income | $60,907 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,395 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $109,395 | TotalPaymentsAndCreditsAmt |
| Overpayment | $48,488 | OverpaymentAmt |
| Applied To ES Tax | $48,488 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.HOGANFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE LEONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 | 40.0 | $150,000 | $8,510 | $0 |
| Brian E Hogan | ||||||||
| 2834 Borchard Road | Newbury park | CA | 91320 | Director | 1.0 | $0 | $0 | $0 |
| Edward J Hogan | ||||||||
| 2834 Borchard Road | Newbury park | CA | 91320 | Chairman/Founder | 15.0 | $0 | $0 | $0 |
| Marilyn J Hogan | ||||||||
| 2834 Borchard Road | Newbury park | CA | 91320 | Vice Chairman/Secretary | 1.0 | $0 | $0 | $0 |
| Patrick J Birmingham | ||||||||
| 2834 Borchard Road | Newbury park | CA | 91320 | Director | 1.0 | $1,500 | $0 | $0 |
| Glenn M Hayden Esq | ||||||||
| 2834 Borchard Road | Newbury Park | CA | 91320 | DIRECTOR | 1.0 | $1,500 | $0 | $0 |
| Edward C Roohan | ||||||||
| 2834 Borchard Road | Newbury Park | CA | 91320 | Director | 1.0 | $1,500 | $0 | $0 |
| Jon Monroy Esq | ||||||||
| 2834 Borchard Road | Newbury Park | CA | 91320 | Director | 1.0 | $1,500 | $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 |
|---|---|---|---|---|---|---|---|
| MIGUEL VEGA | |||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | DIRECTOR-OPERATIONS | 40.0 | $76,000 | |
| EVERARDO R FERNANDEZ JR | |||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | MANAGER | 40.0 | $63,998 | $10,003 |
| JOEL VILLAGOMEZ | |||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | RANCH HAND | 56.19 | $58,503 | |
| LINDA SEAMAN | |||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | VOLUNTEER COORDINATO | 43.44 | $49,098 | $3,134 |
| GERMAN PAREDES | |||||||
| 2834 BORCHARD ROAD | NEWBURY PARK | CA | 91320 | BARN MANAGER | 60.38 | $53,482 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| pleasant travel service | |||||
| 2830 borchard road | NEWBURY PARK | CA | 91320 | Management fees | $216,962 |
| arthur j gallagher & co | |||||
| PO Box 742886 | LOS ANGELES | CA | 900742886 | prof services | $144,326 |
| california physicians service | |||||
| 6300 canoga ave | WOODLAND HILLS | CA | 91367 | prof services | $144,504 |
| 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 | $3,739,063 | Expenses1Amt |
| Description2 | OTHER DIRECT CHARITABLE ACTIVITIES | Description2Txt |
| Expenses2 | $44,289 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,069,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,722,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,348,526 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,140,565 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,140,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,142,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,998,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,749,923 | 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 | $4,217,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,217,258 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,217,258 | 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 | $1,014,984 | CurrentYearAmt |
| Year1 | $1,826,271 | Year1Amt |
| Year2 | $2,630,953 | Year2Amt |
| Year3 | $2,952,630 | Year3Amt |
| Total | $8,424,838 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $862,736 | CurrentYearAmt |
| Year1 | $1,552,330 | Year1Amt |
| Year2 | $2,236,310 | Year2Amt |
| Year3 | $2,509,736 | Year3Amt |
| Total | $7,161,112 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,344,279 | CurrentYearAmt |
| Year1 | $3,992,792 | Year1Amt |
| Year2 | $3,809,521 | Year2Amt |
| Year3 | $4,055,160 | Year3Amt |
| Total | $16,201,752 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $134,328 | CurrentYearAmt |
| Year1 | $65,705 | Year1Amt |
| Year2 | $115,100 | Year2Amt |
| Year3 | $141,700 | Year3Amt |
| Total | $456,833 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,209,951 | CurrentYearAmt |
| Year1 | $3,927,087 | Year1Amt |
| Year2 | $3,694,421 | Year2Amt |
| Year3 | $3,913,460 | Year3Amt |
| Total | $15,744,919 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $98,537,465 | CurrentYearAmt |
| Year1 | $90,641,214 | Year1Amt |
| Year2 | $96,557,359 | Year2Amt |
| Year3 | $96,485,422 | Year3Amt |
| Total | $382,221,460 | 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 | $2,499,945 | CurrentYearAmt |
| Year1 | $2,437,141 | Year1Amt |
| Year2 | $2,567,714 | Year2Amt |
| Year3 | $2,510,379 | Year3Amt |
| Total | $10,015,179 | 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) |
|---|---|---|
| Contributing Manager | EDWARD J HOGAN | ContributingManagerNm |
| Contributing Manager | MARILYN J HOGAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS N GIRLS CLUB | |||||||
| 445 Rosewood Ste Q | CAMARILLO | CA | 93010 | NONE | PC | General Support | $4,500 |
| SALVATION ARMY | |||||||
| 180 E Ocean Blvd | LONG BEACH | CA | 90802 | NONE | PC | GENERAL SUPPORT | $500 |
| St Jude DNT | |||||||
| 262 Danny Thomas Place | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $228 |
| Gallegly Center for Public Service | |||||||
| 60 W Olsen Rd 1625 | Thousand Oaks | CA | 91360 | NONE | PC | GENERAL SUPPORT | $10,000 |
| St Vincent MEAL ON WHEELS | |||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | NONE | PC | GENERAL SUPPORT | $600 |
| BITS AND BOWS DRILL TEAM | |||||||
| 44226 10th St W | Lancaster | CA | 93534 | NONE | PC | GENERAL SUPPORT | $500 |
| Magis Institute | |||||||
| 13280 Chapman Avenue | Garden Grove | CA | 92840 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Rolling Thunder Charities | |||||||
| PO BOX 327 | NESHANIC STATION | NJ | 08853 | none | PC | general support | $1,000 |
| Nami Ventura County | |||||||
| PO BOX 1613 | Camarillo | CA | 93011 | none | PC | general support | $6,000 |
| Cabrillo Music Theatre | |||||||
| 2100 E Thousand Oaks Boulevard SU | Thousand Oaks | CA | 91362 | none | PC | general support | $20,000 |
| Manna Conejo Food Bank | |||||||
| PO BOX 1114 | Thousand Oaks | CA | 91358 | none | PC | general support | $1,000 |
| St Augustine by The Sea | |||||||
| 130 Ohua Ave | Honolulu | HI | 96815 | none | PC | general support | $80,000 |
| RIDE ON LA | |||||||
| 21126 CHATWORTH ST | CHATSWORTH | CA | 91311 | NONE | PC | GENERAL SUPPORT | $200 |
| COMMUNITY CONSCIENCE | |||||||
| 80 E HILLCREST DR SUITE 110 | THOUSAND OAKS | CA | 91360 | NONE | PC | GENERAL SUPPORT | $1,500 |
| BIG BROTHER SALVATION ARMY | |||||||
| 445 ROSEWOOD STE Q | CAMARILLO | CA | 93010 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,028 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,886,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $144,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,313,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOSS FROM K-1S | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$199,133 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$199,133 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,543,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,344,217 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCT SERVICE FEE | $213,760 | $32,064 | $32,064 | $181,696 |
| TAX & AUDIT FEES | $63,635 | $9,545 | $9,545 | $54,090 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| pleasant travel service |
| other professional services |
| arthur j gallagher co |
| other professional services |
| california physicians service |
| other professional services |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORP BONDS | BondNm |
| EOY Book Value | $58,356 | EOYBookValueAmt |
| EOYFMV | $58,356 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORP STOCK | StockNm |
| EOY Book Value | $66,939,272 | EOYBookValueAmt |
| EOYFMV | $66,939,272 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GATEHOUSE PROJECT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,425,000 | BookValueAmt |
| EOYFMV | $1,425,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,837 | LegalFeesAmt |
| Disbursements Charitable Prps | $24,837 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ARTS | $118,500 | $118,500 | $118,500 |
| INTEREST RECIEVABLE | $107,417 | $53,636 | $53,636 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $1,463,630 | $1,463,630 | ||
| BANK FEES | $422,187 | $422,187 | $422,187 | |
| INSURANCE | $212,340 | $212,340 | ||
| OFFICE EXPENSES | $23,397 | $23,397 | ||
| TELEPHONE & COMMUNICATION | $22,578 | $22,578 | ||
| MISCELLANEOUS EXPENSE | $21,872 | $21,872 | ||
| DUES & SUBSCRIPTIONS | $14,778 | $14,778 | ||
| ADVERTISING & PROMOTION | $9,276 | $9,276 | ||
| LICENSES & PERMITS | $490 | $490 | ||
| TRAINING/SEMINERS | $487 | $487 | ||
| FROM K-1S-PORTFOLIO DEDUCTIONS | $285,195 | $285,195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income From K-1s | Desc |
| Net Investment Income | -$86,413 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$86,413 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $5,816,745 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MISCELLANEOUS PROF FEES | $520 | $520 |
| CONSULTING FEES | $96,629 | $96,629 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXCISE TAX | $127,021 | |||
| PROPERTY TAX | $35,653 | $35,653 | ||
| PAYROLL TAX | $84,767 | $84,767 | ||
| FROM K-1S - FOREIGN TAX CREDIT | $669 | $669 |