2025-09-25T07:37:21-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990PF 2024-01-01 383482329 THE HAGEN FAMILY FOUNDATION HAGE 5612798042 7000 NW 5TH AVE BOCA RATON FL 33487 ANDREW HAGEN PRESIDENT 5612798042 2025-09-15 1 0 MAUREEN ASTA P01321355 2483757100 2025-09-15 2024 2025-03-06 01:10:19Z X 2943825 X 0 X 57541 57066 114090 383025 114090 171631 171156 0 0 0 8100 4050 4050 30969 30969 0 1181 1181 0 715 247 468 40965 36447 4518 153000 153000 193965 36447 157518 -22334 134709 64291 150985 150985 31958 9941 9941 1455989 1368118 2771842 10252 11094 11057 1562490 1540138 2943825 0 0 X 0 0 0 0 1562490 1540138 1562490 1540138 1562490 1540138 1562490 -22334 0 1540156 18 1540138 PUBLICLY TRADED SECURITIES 382626 268935 113691 113691 CAPITAL GAINS DIVIDENDS P 399 399 399 114090 1872 0 1872 0 1872 0 0 3500 0 3500 91 1537 1537 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 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 0 2784404 132902 0 2917306 0 0 2917306 43760 2873546 143677 143677 1872 1872 141805 0 141805 0 141805 157518 0 157518 141805 0 0 17222 56224 20775 21551 11554 127326 157518 0 0 0 141805 15713 0 0 143039 0 0 0 0 0 0 17222 125817 56224 20775 21551 11554 15713 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. ADVENT LUTHERN CHURCH 4798 N DIXIE HWY BOCA RATON FL 33431 NONE PC ADVENT SQUARE SENIOR LIVING 8000 BICYCLE HOUSE TALLAHASSEE INC 1872 MILL ST SUITE B11 TALLAHASSEE FL 32310 NONE PC PROVIDE BICYCLES, SERVICE AND EDUCATION TO THE COMMUNITY 15000 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 5000 CULTURAL COUNCIL FOR PENNSYLVANIA 216 FINANCE BUILDING HARRISBURG PA 17120 NONE PC GENERAL FUND 4000 FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION 11200 SW 8TH ST 5TH FLR MIAMI FL 33199 NONE PC GENERAL FUND 12000 FLORIDA KEYS WILD BIRD SANCTUARY 93600 OVERSEAS HWY TAVERNIER FL 33070 NONE PC GENERAL FUND 15000 LOGAN BARN 3420 KINGSTON RD PONCA CITY OK 74604 NONE PC GENERAL FUND 2000 MUSEUM OF LIFE AND SCIENCE DURHAM 433 W MURRAY AVE DURHAM NC 277043101 NONE PC GENERAL FUND 15000 SOCCER WITHOUT BORDERS 3700 EASTERN AVE BALTIMORE MD 21224 NONE PC GENERAL FUND 10000 SOUTHERN SHAKESPEARE COMPANY 119 SOUTH MONROE SUITE 300 TALLAHASSEE FL 32301 NONE PC BARDLINGS PROGRAM FOR KIDS 10000 TRUSTEES OF ADVENT LUTHERANS 300 E YAMATO RD BOCA RATON FL 33431 NONE PC GENERAL FUND 20000 US ARMY BROTHERHOOD OF TANKERS 3050 S DIXIE BLVD RADCLIFF KY 40160 NONE PC GENERAL FUND 10000 WALDEN'S PUDDLE PO BOX 641 JOELTON TN 37080 NONE PC REFURBISH FLIGHT BARN AND FAWN CORRAL 15000 153000 0 14 57541 18 114090 0 171631 0 171631 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8100 4050 4050 ABB LTD. 2039 3867 PFIZER INC. 5866 4431 PHILIP MORRIS INTERNATIONAL INC. 6292 9508 PINNACLE FINANCIAL PARTNERS INC 9335 12125 POPULAR INC COM NEW 8400 10253 QUALCOMM INCORPORATED 21504 26115 RAYMOND JAMES FINANCIAL INC. 1363 11028 RECRUIT HOLDINGS COMPANY LTD. 1304 3311 REINSURANCE GROUP OF AMERICA INC. 6088 15595 PERFORMANCE FOOD GROUP 9280 13359 RENAISSANCERE HOLDINGS LTD. 5426 9952 ROCHE HOLDING LTD. 4920 4534 SAFRAN 2674 4415 SANMINA CORPORATION 4473 12410 SAP SE SPON ADR 2282 4186 SCHNEIDER ELECTRIC SE 2414 5460 SCHNEIDER NATIONAL INC CL B 7584 9780 SCOTT'S MIRACLE GRO COMPANY 5635 5639 SEALED AIR CORPORATION 5941 7409 RHEINMETALL AG UNSPONSORED ADR 1477 3290 PEPSICO INC. 9248 25850 PAYPAL HOLDINGS INC. 17572 45662 MEDTRONIC PLC 7872 6390 MERCK & COMPANY INC. 4451 8953 META PLATFORMS INCORPORATED 24848 111247 MICROSOFT CORPORATION 421 6323 MITSUBISHI UFJ FINANCIAL GROUP INC. 5181 6258 MONDELEZ INTERNATIONAL INC. 26944 45096 MOOG INC. 3762 15550 MORGAN STANLEY COMPANY 3928 12069 PEBBLEBROOK HOTEL TRUST 4830 5068 MURPHY OIL CORPORATION 5229 11348 NEXON CO LTD UNSPONSORED ADR 2131 1683 NEXTERA ENERGY INC. 2368 9176 NN GROUP N V UNSPONSORED ADR 3622 4215 NORFOLK SOUTHERN CORPORATION 15191 48114 NOV INC 6633 7285 NOVARTIS AG 4501 6812 NVIDIA CORPORATION 317 3223 ORANGE 4053 3700 SHELL PLC SPON ADS 2100 2381 SIEMENS ENERGY AG 5441 8121 SNAP ON INC. 1143 11203 NEXTCRACKER INC 5217 7598 MIDDLEBY CORP 10591 10159 WEX INC 10130 8941 BRASIL BOLSA BALCAO 3201 2382 DEUTSCHE POST AG 2420 1989 DIAGEO PLC SPON 2162 1907 FREEPORT-MCMORAN INC 2717 2399 FERROVIAL SA 3526 3615 KANZHUN LIMITED 2174 2222 THERMO FISHER SCIENTIFIC INCORPORATED 29775 30173 MTU AERO ENGINES AG 2608 3479 STEVANATO GROUP 1386 1612 QUALCOMM INC 4014 3533 RTX CORPORATION 3139 10299 BANK OF AMERICA CORP 16474 80209 CHEVRON CORP 27861 44900 JOHNSON & JOHNSON 31885 48448 MICROSOFT CORP 7479 136988 NATHANS FAMOUS INCORPORATED 0 10062 UNILEVER 54866 56700 MITSUBISHI ELEC CORP 2400 2474 WOLVERINE WORLD WIDE INC. 6160 8991 WESBANCO INC. 8224 9079 WELLS FARGO COMPANY 33383 83234 SONOCO PRODUCTS COMPANY 4728 5178 SONY CORPORATION 5281 6454 STAG INDUSTRIAL INC. 6974 8117 STIFEL FINANCIAL CORPORATION 3513 13366 SYNOPSYS INC. 506 11163 TAIWAN SEMICONDUCTOR MANUFACTURING LTD. 3498 6122 TARGET CORPORATION 2885 4731 TIMKEN COMPANY 2249 6209 TOTAL SE 3964 4960 TRAVELERS COMPANIES INC. 1241 6504 TRINET GROUP INC 4327 4357 TRUIST FINANCIAL CORPORATION 6963 6247 UNILEVER PLC 2277 5273 UNITED BANKSHARES INC 8959 11190 UNITED PARCEL SERVICE INC. 6025 4540 VICI PROPERTIES INC 6564 6193 VODAFONE GROUP PLC NEW SPONSORED ADR 517 391 VORNADO REALTY TR SH BEN INT REIT 8576 16690 WALT DISNEY COMPANY 64103 75718 WEBSTER FINANCIAL CORP 4199 6682 MCCORMICK & COMPANY INC. 29826 37358 UNITED PARCEL SERVICE 36669 47288 MASCO CORPORATION 3068 11393 BNP PARIBAS SPONSOREWD ADR 3032 3039 BOEING COMPANY 34365 37170 BORGWARNER INC. 1346 3688 BROADCOM INC. 1867 10665 CABOT CORPORATION 4629 9040 CANADIAN PACIFIC KANSAS CITY 3027 4849 CBRE GROUP INC. 3141 18512 CHARLES RIVER LABORATORIES INC. 5544 7753 CHEVRON CORPORATION 5278 7242 BERKSHIRE HATHAWAY INC. 16569 156382 CHUBB LIMITED 5289 13262 CITIGROUP INC. 5119 4505 COMCAST CORP NEW CLA 6670 6418 CONMED CORPORATION 7067 5749 CONOCOPHILLIPS 4868 7438 CROWN CASTLE INC REIT 4980 4901 CUMMINS INC. 19231 57519 D.R. HORTON INC. 1229 10766 CISCO SYSTEMS INC. 4987 8939 DANONE 25035 28321 BECTON DICKINSON & COMPANY 45814 44920 BATH AND BODY WORKS INC 7293 7599 ACUITY BRANDS INC. 6153 14899 ADVANCED ENERGY INDUSTRIES, INC. 3668 11216 AIR LEASE CORP 7129 8678 AIR LIQUIDE 2264 2645 ALBANY INTERNATIONAL CORPORATION CLASS A 6195 9277 ALCON AG 3060 3480 ALEXANDRIA REAL ESTATE EQUITIES INC. 9329 6926 BCE INC. 6695 3593 ALTRIA GROUP INC. 2711 4392 AMERICAN BALANCED FUND INC 1092 1222 APPLE INC. 10831 114192 ASSICURAZIONI GENERALI SPA 2261 3062 ASTRAZENECA PLC 3181 3866 AT&T INC. 5814 5510 ATMOS ENERGY CORPORATION 6879 9470 AVNET INC. 7486 11877 BANK OF AMERICA CORPORATION 6612 10065 ALPHABET INCORPORATED 20290 152352 LVMH MOET HENNESSY LOU VUITTON 4721 4313 DANONE SPONSORED ADR 2093 2223 DARLING INGREDIENTS INC. 4801 7681 GENUINE PARTS COMPANY 2175 5371 GOLDMAN SACHS GROUP INC. 7154 42947 HEALTHPEAK PROPERTIES INC. 6098 4399 HEARTLAND FINANCIAL USA INC. 6200 9073 HITACHI LIMITED 2139 5193 HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR 3899 3941 HUNTINGTON INGALLS INDUSTRIES INC. 2438 6803 IBERDROLA SA 1879 3970 GENERAL DYNAMICS CORPORATION 5876 8695 ING GROUP N.V. 2203 2382 JOHNSON & JOHNSON 8991 8099 JOHNSON CONTROLS INTERNATIONAL PLC 5192 9945 JP MORGAN CHASE AND COMPANY 3651 15102 KENVUE INC 2696 7665 LINDE PLC 3603 5861 LKQ CORP 8832 6101 LOREAL CO ADR 5501 4577 LOWES CONSTRUCTION INC 2383 6170 DARDEN RESTAURANTS INC. 1701 8214 GATX CORP 5347 12707 FLEX LTD. 3707 22765 DELAWARE IVY ASSET STRATEGY FD 3325 3747 DIAGEO PLC 2154 3687 DIAGEO PLC SPON ADR NEW (UK) (DEO) 42313 35596 DIAMONDBACK ENERGY INC. 3437 14581 DIGI INTERNATIONAL INC 6182 9643 DISCO CORP UNSPONSORED ADR 1931 2072 DOW INC. 7435 6300 DUKE ENERGY CORPORATION 6009 7434 E ON SE 4281 4144 EASTGROUP PROPERTIES INC. 5572 8666 GALAXY ENTMT GROUP LTD UNSPONSORED ADR 4918 4996 EASTMAN CHEMICAL COMPANY 2988 6118 ENDESA S A 2805 3020 ENEL SOCIETA PER AZIONI 4002 3908 ENTEGRIS INC. 2152 9609 EXXON MOBIL CORPORATION 6417 9359 FEDEX CORPORATION 13134 30946 FIRSTCASH INC. 3157 7874 EBAY INC. 5483 43985 MEDTRONIC 44326 46650 SPDR BLOOMBERG BARCLAYS 1-3 MONTH TBILL ETF AT COST 11094 11057 BOOK/TAX TIMING DIFFERENCE 18 WEBSITE FEES 468 0 468 ADR FEES 247 247 0 INVESTMENT FEES 30969 30969 0 FOREIGN TAXES WITHHELD 1181 1181 0