2024-11-05T12:22:25-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990PF 2023-01-01 383482329 THE HAGEN FAMILY FOUNDATION HAGE 5612798042 7000 NW 5TH AVE BOCA RATON FL 33487 ANDREW HAGEN PRESIDENT 5612798042 2024-10-24 1 0 MAUREEN ASTA P01321355 2483757100 2024-10-24 2023 2024-10-15 13:58:12Z X 2737490 X 0 X 52855 52855 93906 348481 93906 146761 146761 0 0 0 28153 28153 0 2261 1261 0 672 252 420 31086 29666 420 139700 139700 170786 29666 140120 -24025 117095 149084 64291 64291 23324 31958 31958 1414254 1455989 2631005 0 10252 10236 1586662 1562490 2737490 0 0 X 0 0 0 0 1586662 1562490 1586662 1562490 1586662 1562490 1586662 -24025 0 1562637 147 1562490 PUBLICLY TRADED SECURITIES 348340 254575 93765 93765 CAPITAL GAINS DIVIDENDS P 141 141 141 93906 1628 0 1628 0 1628 1720 0 1750 0 3470 0 1842 1842 0 0 0 0 0 0 0 0 0 0 0 1 1 MI FL 1 0 0 0 0 1 WWW.HAGENFAMILYFOUNDATION.ORG REV ANDREW HAGEN 5612798042 7000 NW 5TH AVE BOCA RATON FL 33487 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID F HAGEN 7000 NW 5TH AVE BOCA RATON FL 33487 CHAIRMAN 0.00 0 0 0 VIRGINIA L HAGEN 7000 NW 5TH AVE BOCA RATON FL 33487 VICE CHAIRMAN 0.00 0 0 0 REV ANDREW HAGEN 7000 NW 5TH AVE BOCA RATON FL 33487 PRESIDENT/TREASURER 0.00 0 0 0 DR PATRICIA SCHRIEFER 7000 NW 5TH AVE BOCA RATON FL 33487 DIRECTOR 0.00 0 0 0 LAURA C HAGEN 7000 NW 5TH AVE BOCA RATON FL 33487 SECRETARY/DIRECTOR 0.00 0 0 0 DR SUSAN DINGLE HAGEN 7000 NW 5TH AVE BOCA RATON FL 33487 DIRECTOR 0.00 0 0 0 DANE G PATTERSON 7000 NW 5TH AVE BOCA RATON FL 33487 DIRECTOR 0.00 0 0 0 PAUL SCHRIEFER 7000 NW 5TH AVE BOCA RATON FL 33487 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 2509042 134492 0 2643534 0 0 2643534 39653 2603881 130194 130194 1628 1628 128566 0 128566 0 128566 140120 0 140120 128566 0 0 22637 17222 56224 20775 21551 138409 140120 0 0 0 128566 11554 0 0 149963 0 0 0 0 0 0 22637 127326 17222 56224 20775 21551 11554 THE HAGEN FOUNDATION 7000 NW 5TH AVE BOCA RATON FL 33487 5612798042 SEE ORGANIZATION'S WEBSITE FOR APPLICATION FORMS BACKGROUND OF THE ORGANIZATION APPLYING FOR FUNDING DESCRIPTION OF THE PROJECT FOR WHICH THE ORGANIZATION IS SEEKING FUNDS QUALIFICATIONS OF THE PEOPLE WHO WILL BE DIRECTING THE PROJECT EXPLANATION OF HOW THE SUCCESS OF THE PROJECT WILL BE MEASURED ROLES OF OTHER ORGANIZATIONS YOU WILL BE WORKING WITH TO ACCOMPLISH YOUR OBJECTIVES PLANS FOR THE FUTURE SUSTAINABILITY OF THE PROJECT SPECIFIC DOLLAR AMOUNT BEING REQUESTED FROM THE FOUNDATION OPERATING BUDGET FOR THE PROJECT SHOWING WHAT THE ORGANIZATION AND OTHER APPROPRIATE PARTIES ARE COMMITTING TO THE EFFORT LISTING OF THE ORGANIZATION'S BOARD OF DIRECTORS COPY OF THE ORGANIZATION'S IRS 501(C)(3) DETERMINATION LETTER MID JUNE. PLEASE REFER TO THE FOUNDATION WEBSITE ADDRESS FOR ADDITIONAL DEADLINE DETAILS. THE FOUNDATION DOES NOT CONSIDER CONTRIBUTIONS TO ANNUAL DRIVES, CAPITAL CAMPAIGNS, RESEARCH, OR OTHER SUPPORT OF ON-GOING PROGRAMS. BICYCLE HOUSE TALLAHASSEE INC 1872 MILL ST SUITE B11 TALLAHASSEE FL 32310 NONE PC PROVIDE BICYCLES, SERVICE AND EDUCATION TO THE COMMUNITY 15000 BOCA HELPING HANDS 1500 NW 1ST CT BOCA RATON FL 33432 NONE PC EXPAND THE HOT MEAL PROGRAM TO LAKE WORTH, FL 8000 BOSS BELIEVER INC 859 NE 35TH STREET BOCA RATON FL 33431 NONE PC GENERAL FUND 12000 CENTER FOR CYBER SECURITY AND EDUCATION 1650 KING ST SUITE 200 ALEXANDRIA VA 223142747 NONE PC TO SUPPORT EDUCATION IN CYBER SAFETY 10000 CHILDREN'S CREATIVE WORKSHOP 3625 WINTER CANYON RD MALIBU CA 90265 NONE PC GENERAL FUND 2700 GIRLS WHO CODE 1250 BROADWAY 17TH FLOOR NEW YORK NY 10001 NONE PC GENERAL FUND 10000 LES DAMES D'ESCOFFIER PO BOX 120206 NASHVILLE TN 37212 NONE PC LES DAMES D'ESCOFFIER NASHVILLE 2000 MUSEUM OF LIFE AND SCIENCE DURHAM 433 W MURRAY AVE DURHAM NC 277043101 NONE PC GENERAL FUND 20000 OPERATION MOBILIZATION PO BOX 444 285 LYNNWOOD AVE TYRONE GA 30290 NONE PC DEVELOP AND EQUIP WOMEN IN LEADERSHIP 20000 SOUTHERN SHAKESPEARE COMPANY 119 SOUTH MONROE SUITE 300 TALLAHASSEE FL 32301 NONE PC BARDLINGS PROGRAM FOR KIDS 20000 ST GREGORY EPISCOPAL CHURCH 100 NE MIZNER BLVD BOCA RATON FL 33432 NONE PC GENERAL FUND 10000 WALDEN'S PUDDLE PO BOX 641 JOELTON TN 37080 NONE PC REFURBISH FLIGHT BARN AND FAWN CORRAL 10000 139700 0 14 52855 18 93906 0 146761 0 146761 0 0 0 0 0 0 0 0 0 0 ABB LTD. 2752 4652 ACUITY BRANDS INC. 7282 12290 ADVANCED ENERGY INDUSTRIES, INC. 3781 11001 AIA GROUP LTD SPONSORED ADR 2659 2704 AIR LEASE CORP 5599 6207 AIR LIQUIDE 2833 3661 AKZO NOBEL NV SPONSORED ADS NEW 1463 1637 ALBANY INTERNATIONAL CORPORATION CLASS A 5220 10117 ALCON AG 2905 3203 ALEXANDRIA REAL ESTATE EQUITIES INC. 8075 7733 ALIBABA GROUP HOLDINGS LTD. 902 775 ALPHABET INCORPORATED 23153 126837 ALTRIA GROUP INC. 2711 3388 AMERICAN BALANCED FUND INC 19103 22011 APPLE INC. 12351 100116 ASSICURAZIONI GENERALI SPA 2261 2294 ASTRAZENECA PLC 3181 3974 AT&T INC. 5056 3322 ATMOS ENERGY CORPORATION 6879 7881 AVNET INC. 7741 11794 BANK OF AMERICA CORPORATION 22919 68990 BATH AND BODY WORKS INC 7293 8459 BCE INC. 6537 5946 BECTON DICKINSON & COMPANY 45814 48278 BERKSHIRE HATHAWAY INC. 27739 156930 BNP PARIBAS SPONSOREWD ADR 3032 3439 BOEING COMPANY 34366 54739 BORGWARNER INC. 1346 4159 BROADCOM INC. 2702 7814 CABOT CORPORATION 4824 8600 CANADIAN PACIFIC KANSAS CITY 2695 4981 CBRE GROUP INC. 3224 13498 CHARLES RIVER LABORATORIES INC. 5544 9929 CHEVRON CORPORATION 20244 40124 CHUBB LIMITED 5041 10622 CISCO SYSTEMS INC. 29818 37132 CITIGROUP INC. 5119 3292 COMCAST CORP NEW CLA 6489 7323 CONMED CORPORATION 6458 8542 CONOCOPHILLIPS 4646 8473 COSTCO WHSL CORP NEW 2450 3300 CRACKER BARREL OLD COUNTRY STORE 5762 3777 CROWN CASTLE INC REIT 3226 4147 CUMMINS INC. 23409 44320 D.R. HORTON INC. 1229 11702 DANONE 25035 27224 DANONE SPONSORED ADR 1558 1593 DARDEN RESTAURANTS INC. 1701 7229 DARLING INGREDIENTS INC. 3234 9170 DELAWARE IVY ASSET STRATEGY FD 27416 24979 DIAGEO PLC 2005 4078 DIAGEO PLC SPON ADR NEW (UK) (DEO) 32654 30297 DIAMONDBACK ENERGY INC. 5401 17214 DIGI INTERNATIONAL INC 6430 8632 DISCO CORP UNSPONSORED ADR 377 519 DOW INC. 6211 6965 DUKE ENERGY CORPORATION 5817 6502 E ON SE 3208 3605 EASTGROUP PROPERTIES INC. 4263 8626 EASTMAN CHEMICAL COMPANY 2988 6018 EBAY INC. 5483 30970 EDENRED S A UNSPONSORED ADR 746 772 ENDESA S A 2217 2171 ENEL SOCIETA PER AZIONI 3436 3416 ENTEGRIS INC. 2152 11622 EXXON MOBIL CORPORATION 6212 8498 FEDEX CORPORATION 13134 27827 FIDELITY NATL INFORMATION SVCS 1559 1502 FIRST EAGLE HIGH INCOME FUND CLASS A 16134 14739 FIRSTCASH INC. 3157 8238 FLEX LTD. 5128 18063 GALAXY ENTMT GROUP LTD UNSPONSORED ADR 1969 1963 GATX CORP 5347 9858 GENERAL DYNAMICS CORPORATION 5611 8309 GENUINE PARTS COMPANY 2175 6371 GOLDMAN SACHS GROUP INC. 9538 38577 HDFC BANK LTD SPONSORED ADR 709 805 HEALTHPEAK PROPERTIES INC. 6136 4297 HEARTLAND FINANCIAL USA INC. 6443 5754 HITACHI LIMITED 3130 4193 HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR 4544 3733 HUNTINGTON INGALLS INDUSTRIES INC. 2438 9347 IBERDROLA SA 1879 3780 ING GROUP N.V. 2626 2764 INTEL CORPORATION 4371 5879 JOHNSON & JOHNSON 33654 54075 JOHNSON CONTROLS INTERNATIONAL PLC 5031 7090 JP MORGAN CHASE AND COMPANY 3302 10376 KENVUE INC 2530 7557 KEYCORP 2544 4709 LINDE PLC 2463 4929 LKQ CORP 8832 7933 LOREAL CO ADR 2874 3579 LOWES CONSTRUCTION INC 2169 5341 LUMENTUM HOLDINGS INC 11964 8754 LVMH MOET HENNESSY LOU VUITTON 1069 1787 MASCO CORPORATION 3173 10918 MCCORMICK & COMPANY INC. 29826 33526 MEDTRONIC PLC 63453 65245 MEITUAN 4712 2542 MERCK & COMPANY INC. 4197 9594 META PLATFORMS INCORPORATED 24848 67252 MICROSOFT CORPORATION 8972 144775 MITSUBISHI UFJ FINANCIAL GROUP INC. 1436 1490 MONDELEZ INTERNATIONAL INC. 26944 54685 MOOG INC. 3762 11438 MORGAN STANLEY COMPANY 3755 8766 MURPHY OIL CORPORATION 5229 15998 NATHANS FAMOUS INCORPORATED 0 9985 NESTLE S A SPONSORSHIP ADR 2976 2891 NEXON CO LTD UNSPONSORED ADR 1211 1107 NEXTERA ENERGY INC. 1381 6803 NINTENDO LTD. 633 831 NN GROUP N V UNSPONSORED ADR 4835 5073 NORFOLK SOUTHERN CORPORATION 16861 53186 NOV INC 6633 10120 NOVARTIS AG 4293 6866 NVIDIA CORPORATION 661 2476 ORANGE 2734 2972 PAYPAL HOLDINGS INC. 21241 35925 PEBBLEBROOK HOTEL TRUST 4830 5977 PEPSICO INC. 9248 28873 PERFORMANCE FOOD GROUP 9280 10926 PFIZER INC. 5866 4808 PHILIP MORRIS INTERNATIONAL INC. 6107 7244 PINNACLE FINANCIAL PARTNERS INC 9335 9245 POPULAR INC COM NEW 8400 8946 QUALCOMM INCORPORATED 21504 24587 RATHEON TECHNOLOGIES CORPORATION 2955 7320 RAYMOND JAMES FINANCIAL INC. 1363 7917 RECRUIT HOLDINGS COMPANY LTD. 1545 2363 REINSURANCE GROUP OF AMERICA INC. 6088 11810 RENAISSANCERE HOLDINGS LTD. 5426 7840 RHEINMETALL AG UNSPONSORED ADR 1987 2304 ROCHE HOLDING LTD. 5304 4819 SABRE CORPORATION 10189 3590 SAFRAN 3091 4148 SANMINA CORPORATION 4474 8425 SAP SE SPON ADR 2819 3246 SCHNEIDER ELECTRIC SE 2414 4425 SCHNEIDER NATIONAL INC CL B 6077 6744 SCOTT'S MIRACLE GRO COMPANY 5635 5419 SEALED AIR CORPORATION 5941 7998 SEVEN & I HOLDINGS CO LTD. UNSPONSORED ADR 3739 3353 SHELL PLC SPON ADS 1639 2040 SIEMENS ENERGY AG 5261 7670 SNAP ON INC. 1143 9532 SONOCO PRODUCTS COMPANY 4728 5922 SONY CORPORATION 3674 3977 STAG INDUSTRIAL INC. 5215 7734 STIFEL FINANCIAL CORPORATION 3614 8990 SYNOPSYS INC. 506 11843 TAIWAN SEMICONDUCTOR MANUFACTURING LTD. 4439 4472 TARGET CORPORATION 2741 4842 TENCENT HOLDINGS LIMITED 3809 4346 TIMKEN COMPANY 2249 6973 TOTAL SE 3964 6132 TRAVELERS COMPANIES INC. 1027 4953 TRINET GROUP INC 4327 5709 TRUIST FINANCIAL CORPORATION 6963 5316 UNILEVER PLC 57142 52989 UNITED BANKSHARES INC 8959 11190 UNITED PARCEL SERVICE INC. 42694 64622 VICI PROPERTIES INC 6417 6599 VODAFONE GROUP PLC NEW SPONSORED ADR 2853 2271 VORNADO REALTY TR SH BEN INT REIT 8943 11696 WALT DISNEY COMPANY 64103 61397 WEBSTER FINANCIAL CORP 4759 6497 WELLS FARGO COMPANY 46425 78998 WESBANCO INC. 6240 6776 WOLVERINE WORLD WIDE INC. 6160 3600 THERMO FISHER SCIENTIFIC INCORPORATED 29775 30786 SPDR BLOOMBERG BARCLAYS 1-3 MONTH TBILL ETF AT COST 10252 10236 BOOK/TAX TIMING DIFFERENCE 147 WEBSITE FEES 420 0 420 OTHER FEES 252 252 0 INVESTMENT FEES 28153 28153 0 FOREIGN TAXES WITHHELD 1261 1261 0 EXCISE TAX 1000 0 0