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Hoag Hospital Foundation
Hoag Hospital Foundation was established in 1977. It operates as the primary fundraising vehicle for Hoag Memorial Hospital Presbyterian and channels gifts...
Hoag Hospital Foundation
Hoag Hospital Foundation was established in 1977. It operates as the primary fundraising vehicle for Hoag Memorial Hospital Presbyterian and channels gifts into facility expansions and research. The foundation holds a diversified endowment that includes equity commingled funds, hedge funds, and private equity commitments. Confirmed positions include commitments to Kester Capital III and MML Capital Partners Fund V & VI. Geographic exposure spans the United States and United Kingdom. Direct real estate holdings include the Hoag Sun Family Campus in Irvine and the Mike & Lori Gray Campus in Newport Beach. The foundation employs 51 professionals. It maintains relationships with Northern Trust as investment advisor and custodian and with KPMG as auditor. Recent sponsorship activity includes the March 2025 Hoag Classic golf tournament. The foundation's structure ties investment decisions directly to hospital capital needs rather than external LP mandates, with board oversight from hospital leadership and major donors such as the Sun Family Foundation.
General information
Firm type
Endowment / Foundation
Year founded
1977
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
330 Placentia Avenue Suite 100, Newport Beach, CA, United States
Principals
Steve Muzzy
Chair of the Board
Sector focus
Frequently asked questions
Who runs investment decisions at Hoag Hospital Foundation?
Steve Muzzy serves as Chair of the Board. Investment oversight occurs through the board with support from Northern Trust as advisor and custodian.
Does Hoag Hospital Foundation participate in fund commitments or only direct deals?
The foundation makes limited partner commitments to private equity funds including Kester Capital III and MML Capital Partners vehicles while also holding direct real estate assets.
What asset classes appear in the Hoag Hospital Foundation endowment?
Holdings include equity commingled funds, hedge funds, private equity commitments, and direct commercial real estate positions tied to hospital campuses.
Where does the underlying support for Hoag Hospital Foundation come from?
Support derives from annual gifts and pledges raised for Hoag Memorial Hospital Presbyterian plus named gifts from families including the Sun Family Foundation and Pickup Family Foundation.
How is Hoag Hospital Foundation related to Hoag Memorial Hospital Presbyterian?
The foundation functions as the philanthropic arm of Hoag Memorial Hospital Presbyterian and directs raised capital to the hospital's capital projects and clinical initiatives.
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