2025-09-18T08:37:36-05:00 2024-12-31 561588934 SMITH STEVENS & FORD PA POST OFFICE BOX 1225 LENOIR NC 286451225 990PF 2024-01-01 562255419 HOGAN FAMILY FOUNDATION INC HOGA 8282923058 174 SOUTHWOOD TRAIL BOONE NC 28607 JAMES CLAYWELL HOGAN II DIRECTOR 8282923058 2025-09-15 1 1 DAVID F STEVENS P00189144 8287588431 2025-09-15 2024 2025-03-06 01:10:19Z X 790916 X X 5720 5689 10009 9850 30527 177831 30527 91 91 0 46347 46157 0 2559 0 0 2559 2855 714 0 2141 9809 2452 0 7357 1642 34 0 0 4396 1099 0 3297 21261 4299 0 15354 38500 38500 59761 4299 0 53854 -13414 41858 0 61872 14410 14410 143679 136790 129610 367962 437502 597029 11004 20790 20087 67444 28641 29780 651961 638133 790916 414 414 0 X 651547 638133 651547 638133 651961 638133 651547 -13414 0 638133 0 638133 PUBLICLY TRADED SECURITIES P 29092 27258 1834 1834 PUBLICLY TRADED SECURITIES P 148576 120046 28530 28530 Capital Gains Dividends P 163 163 163 30527 582 0 582 0 582 0 0 500 0 500 22 104 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A CLAY HOGAN 8282923058 174 SOUTHWOOD TRAIL BOONE NC 27607 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES C HOGAN II 174 SOUTHWOOD TRAIL BOONE NC 28607 PRESIDENT 2.00 0 0 0 JOHN HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 PAST PRESIDENT 2.00 0 0 0 JAMES B HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 SECRETARY 0.25 0 0 0 JANIS P HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 WILLIAM P HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 PARKER H HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 ERIN HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 YVONNE HOGAN 174 SOUTHWOOD TRAIL BOONE NC 28607 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 758505 47584 0 806089 0 0 806089 12091 793998 39700 39700 582 582 39118 0 39118 0 39118 53854 0 53854 39118 0 0 18054 14639 24118 24179 13645 94635 53854 0 0 0 39118 14736 0 0 109371 0 0 0 0 0 0 18054 91317 14639 24118 24179 13645 14736 X JAMES CLAYWELL HOGAN II 174 SOUTHWOOD TRAIL BOONE NC 28607 8282923058 HOGANJC9@GMAIL.COM WRITTEN APPLICATION SHOULD INCLUDE AMOUNT REQUESTED, COPY OF TAX-EXEMPTION LETTER, ORGANIZATION'S CHARITABLE PURPOSE, DETAILED PURPOSE FOR REQUESTED FUNDS, AND ANY SUPPORTING DOCUMENTATION. THE CONSTRAINTS AND OTHER DETAILS ARE INCLUDED IN THE ANNUAL REQUEST FOR PROPOSALS MAILING. THIS VARIES ANNUALLY. PRINCIPALLY THE GRANTS ARE TO BENEFIT CALDWELL COUNTY ORGANIZATIONS. THE TYPES OF ACCEPTABLE GRANT REQUESTS AS WELL AS SUBSTANTIATION REQUIREMENTS ARE DETAILED IN THE ANNUAL REQUEST FOR PROPOSALS MAILING. AMOREM 902 KIRKWOOD STREET LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR SALON VISITS 250 CALDWELL ARTS COUNCIL PO BOX 1613 LENOIR NC 28645 NONE PUBLIC CHARITY FOOTHILLS VETERANS IN ART PROGRAM 2000 CALDWELL COUNTY HABITAT FOR HUMANITY 1216 HARPER AVENUE SW LENOIR NC 28645 NONE PUBLIC CHARITY MATERIALS FOR HABITAT HOUSES 10275 CALDWELL COUNTY YOKEFELLOW INC 202 HARPER AVENUE NW LENOIR NC 28645 NONE PUBLIC CHARITY GENERAL PROGRAM NEEDS 5500 CALDWELL HERITAGE MUSEUM 112 VAIDEN STREET SW LENOIR NC 28645 NONE PUBLIC CHARITY MUSEUM ENHANCEMENT 450 CALDWELL HOUSE 951 KENHAM PLACE SW LENOIR NC 28645 NONE PUBLIC CHARITY RENOVATION OF PUBLIC SPACE IN FACILITY 400 CALDWELL PEOPLE INC 414 STONECROFT DRIVE SE LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR FOSTER CHILDREN EXPENSES 2850 CALDWELL PREGNANCY CARE CENTER 210 RIDGE STREET LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR THE BRIGHT COURSE CURRICULUM 5000 COMMUNITIES IN SCHOOLS 313 RIDGE STREET NW LENOIR NC 28645 NONE PUBLIC CHARITY DEVELOPMENT OF SOFT SKILLS & TEAM BUILDING 350 FOUNDATION OF CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE 2855 HICKORY BLVD HUDSON NC 28638 NONE PUBLIC CHARITY DREAM SCHOLAR PROGRAM 3500 MEALS ON WHEELS OF WAKE COUNTY INC 1001 BLAIR DRIVE RALEIGH NC 27603 NONE PUBLIC CHARITY PROVIDING MEALS 400 ROBIN'S NEST - CHILDREN'S ADVOCACY CENTER 1051 HARPER AVE SW LENOIR NC 28645 NONE PUBLIC CHARITY CHILD ADVOCACY 3125 SCHOOL FOR YOUNG CHILDREN 1002 KIRKWOOD AVENUE NW LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR CLASSROOM EXPENSES 350 SHELTER HOME OF CALDWELL COUNTY PO BOX 426 LENOIR NC 28645 NONE PUBLIC CHARITY FUNDING FOR TEEN POPULATION PROGRAM 300 SOUTH CALDWELL CHRISTIAN MINISTRIES PO BOX 359 GRANITE FALLS NC 28630 NONE PUBLIC CHARITY ASSIST FAMILIES WITH RENT/MORTGAGE PAYMENTS 300 ST VINCENT DE PAUL OF BATON ROUGE PO BOX 127 BATON ROUGE LA 70821 NONE PUBLIC CHARITY PURCHASE OF PRESCRIPTION MEDS FOR THE NEEDY 1950 WAMY COMMUNITY ACTION INC 225 BIRCH STREET SUITE 2 BOONE NC 28607 NONE PUBLIC CHARITY SUPPORT OUR STUDENTS PROGRAM 1500 38500 0 14 5720 14 10009 14 91 18 30527 0 46347 0 46347 0 0 0 0 0 0 0 0 0 0 SMITH, STEVENS & FORD, PA 2855 714 0 2141 CORPORATE BONDS 20790 20087 CORPORATE STOCK 437502 597029 136790 129610 0 0 OTHER INVESTMENTS AT COST 28641 29780 OTHER INCOME 91 91 INVESTMENT ADVISORY FEES 9809 2452 0 7357 EXCISE TAX 1608 0 0 0 OTHER TAXES 34 34 0 0