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Hoag Hospital Foundation

NEWPORT BEACH, CA EIN: 95-3222343 Website

HOAG HOSPITAL FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE FUNDS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$749.2M

+19.3% YoY

Annual Giving

$29.3M

+1.5% YoY

Grant Count

6

+20.0% YoY

Avg Grant Size

$4.9M

-15.4% YoY

About Hoag Hospital Foundation

Based on IRS filings

Hoag Hospital Foundation is a nonprofit organization focused on Health, based in NEWPORT BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $749.2M in total assets. In 2024, it awarded 6 grants totaling $29.3M. Net investment income was $25.7M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

IrvineNewportNewport BeachOrange

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$51M$102M$153M$204M20202021202220232024
Metric202420232022
Total Assets$749,188,183$627,739,333$543,042,123
Revenue$157,937,802$112,948,082$43,002,719
Expenses$51,652,434$50,247,050$57,501,484
Qualifying Distributions
Net Investment Income$25,693,524$12,537,282$7,878,155
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$10M$20M$30M$40M4 grants20204 grants20216 grants20225 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

HOAG MEMORIAL HOSPITAL P…$24.1MHOAG CLINIC$3.8MHOAG CHARITY SPORTS$750KHOAG ORTHOPEDIC EDUCATIO…$490KJW PSYCHOLOGICAL SERVICE…$150KHOAG NEUROBEHAVIORAL HEA…$94K

Grant Size Distribution

25 grants across all recorded years

1<$50K3$50–100K3$100–250K1$250–500K3$500K–1M9$1–5M5$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hoag Memorial Hospital Presbyterian ($24,068,443), Hoag Clinic ($3,781,275), Hoag Charity Sports ($750,000).

RecipientPurposeAmount
HOAG CLINIC NEWPORT BEACH, CAPROGRAMS & EQUIPMENT$3,781,275
HOAG MEMORIAL HOSPITAL PRESBYTERIAN NEWPORT BEACH, CAPROGRAMS & EQUIPMENT$24,068,443
HOAG CHARITY SPORTS IRVINE, CAPROGRAMS & EQUIPMENT$750,000
JW PSYCHOLOGICAL SERVICE INC NEWPORT BEACH, CATEEN BRAIN PROGRAM SUPPORT$150,000
HOAG ORTHOPEDIC EDUCATION & RESEARCH INSTITUTE ORANGE, CAORTHOPEDIC EDUCATION & RESEARCH$490,155
HOAG NEUROBEHAVIORAL HEALTH NEWPORT BEACH, CAPATIENT SCHOLARSHIPS$93,515

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT BRAITHWAITECEO, HOAG HOSPITAL2
DEBORAH H MARGOLISBOARD CHAIR2
STEPHEN G MUZZYBOARD VICE CHAIR2
KYLE B WESCOATBOARD TREASURER2
DIANE A CONNELLYBOARD SECRETARY2
ANTHONY A ALLENBOARD MEMBER2
LISA A ARGYROSBOARD MEMBER2
VICTOR A ASSADBOARD MEMBER2
PHILIP A BELLINGBOARD MEMBER2
PATRICIA L BERCHTOLDBOARD MEMBER2
IRVING M CHASEBOARD MEMBER2
BETTY E HUANGBOARD MEMBER2
CAROLYN C MCKITTERICKBOARD MEMBER2
GARY A FUDGEBOARD MEMBER2
WHITNEY K GOMEZBOARD MEMBER2
MARK A HARDTKEBOARD MEMBER2
GARY PICKETTBOARD MEMBER2
PAUL C LINBOARD MEMBER2
DEVON R MARTINBOARD MEMBER2
RICHARD H TAKETABOARD MEMBER2
AIDAN A RANEY MDBOARD MEMBER2
KATHERINE SHENBOARD MEMBER2
CYNTHIA STOKKEBOARD MEMBER2
CAROLINE PEREIRAFOUNDATION PRESIDENT50
GEOFFREY M MCCLOSKEYVP SR FINANCE & OPERATIONS50
LYDDY C BULLOCKFOUNDATION VP DEVELOPMENT50
JENELLE SELTZERVP DONOR RELATIONS50
CARA UISPRAPASSORNCHIEF MARKETING OFFICER - THRU 7/2450
ADAM DE LA PENA-GAFKEVP CAMPAIGNS & DEV ANL - THRU 10/2450
GWEN G RITTERFDN VP SR DEVELOPMENT50
FLYNN ANDRIZZIPRESIDENT FOUNDATION

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Hoag Hospital Foundation?

Hoag Hospital Foundation is a nonprofit organization focused on Health, based in NEWPORT BEACH, CA. It holds $749.2M in total assets as of 2024.

How large is Hoag Hospital Foundation?

As of 2024, Hoag Hospital Foundation holds $749.2M in total assets with $157.9M in annual revenue. It awarded 6 grants totaling $29.3M in 2024.

Where does Hoag Hospital Foundation operate?

Hoag Hospital Foundation has awarded grants in California.

What size grants does Hoag Hospital Foundation award?

In 2024, Hoag Hospital Foundation awarded 6 grants totaling $29.3M — an average of about $4.9M per grant, based on its IRS Form 990 filings.

What is Hoag Hospital Foundation's EIN?

Hoag Hospital Foundation's EIN (Employer Identification Number) is 95-3222343. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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