TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2018

Open to Public Inspection

For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018

Name of foundation
HAGAR RES CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216

A Employer identification number

31-6206958

B Telephone number (see instructions)

(740) 588-6470

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$2,942,377J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	64,861		64,273
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		252,375
b	Gross sales price for all assets on line 6a 1,122,465
7	Capital gain net income (from Part IV, line 2)...			252,375
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		3,144	455
12	Total. Add lines 1 through 11........	320,380		317,103
13	Compensation of officers, directors, trustees, etc.	25,754		12,877		12,877
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		12	6	0	6
b	Accounting fees (attach schedule).......		550	275	0	275
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		3,447	162		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		200	100		100
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	29,963		13,420	0	13,258
25	Contributions, gifts, grants paid.......	162,973				162,973
26	Total expenses and disbursements. Add lines 24 and 25	192,936		13,420	0	176,231
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	127,444
b	Net investment income (if negative, enter -0-)			303,683
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2018)

Form 990-PF (2018)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	190,164	106,005	106,005
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,444,075	1,588,780	1,960,442
	c	Investments—corporate bonds (attach schedule).......	841,487	896,160	875,930
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,475,726	2,590,945	2,942,377
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........	2,475,726	2,590,945
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see instructions).....	2,475,726	2,590,945
	31	Total liabilities and net assets/fund balances (see instructions).	2,475,726	2,590,945

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............

2,475,726

Enter amount from Part I, line 27a .....................

127,444

Other increases not included in line 2 (itemize) bullet

1,693

Add lines 1, 2, and 3 ..........................

2,604,863

Decreases not included in line 2 (itemize) bullet

13,918

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

2,590,945

Form 990-PF (2018)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	175. AMGEN INC.		2016-11-22	2018-04-02
b	150. APPLIED MATERIALS INC		2016-06-28	2018-02-05
c	315. APPLIED MATERIALS INC		2016-06-28	2018-06-28
d	555.71 ARTISAN INTL VALUE FUND-ADV		2018-01-18	2018-06-28
e	. BANK AMER CORP COM			2018-04-06
	. BAXTER INTERNATIONAL INC			2018-04-11
	40. BLACKROCK INC			2018-09-17
	6642.191 BLACKROCK FUNDS INFLATION PROTECTED BOND			2018-12-20
	260. CVS CORP			2018-04-02
	410. CARDINAL HEALTH INC			2018-09-17
	225. CHURCH & DWIGHT CO INC		2011-06-10	2018-09-17
	400. CISCO SYSTEMS, INC.			2018-04-02
	365. CISCO SYSTEMS, INC.			2018-06-28
	500. COMCAST CORP CL A			2018-01-18
	340. COMCAST CORP CL A		2009-11-13	2018-02-05
	90. CROWN CASTLE INTL CORP		2016-09-21	2018-09-17
	200. DISNEY (WALT) CO			2018-04-02
	150. EXXON MOBIL CORP COM		2018-02-05	2018-09-17
	200. FACEBOOK INC-A		2014-06-18	2018-09-17
	17. GARRETT MOTION INC		2015-10-20	2018-12-20
	225. GENERAL MILLS INC		2007-01-19	2018-06-28
	6299.213 GOLDMAN SACHS TRUST			2018-04-02
	300. HALLIBURTON CO		2018-06-28	2018-09-17
	150. ILLINOIS TOOL WORKS INC COM			2018-09-17
	2500. ISHARES GOLD TRUST		2018-01-18	2018-04-02
	400. ISHARES S & P SMALLCAP 600		2018-04-02	2018-12-20
	108. ISHARES S & P SMALLCAP 600			2018-12-20
	50000. KENNAMETAL INC 2.65% 11/01/2019-2019		2013-11-19	2018-07-09
	155. THE KRAFT HEINZ CO		2017-05-30	2018-02-05
	100. ESTEE LAUDER COMPANY		2012-02-24	2018-02-05
	200. MARRIOTT INTL INC NEW			2018-09-17
	150. NIKE INC CL B			2018-04-02
	200. NUCOR CORP		2018-04-02	2018-09-17
	1907.942 OPPENHEIMER DEVELOPING MARKETS FUND-I			2018-06-28
	100. PNC FINANCIAL CORP		2012-01-24	2018-01-18
	75. PNC FINANCIAL CORP		2012-01-24	2018-02-05
	170. PIONEER NAT RES CO COM		2016-09-07	2018-02-05
	140. PRAXAIR INC			2018-10-31
	245. PRUDENTIAL FINL INC			2018-04-02
	1798.561 PRUDENTIAL JENNISON MID-CAP GROWTH FUND			2018-12-20
	40. REGENERON PHARMACEUTICALS		2018-04-02	2018-06-28
	.333 RESIDEO TECHNOLOGIES INC		2015-10-20	2018-11-15
	28. RESIDEO TECHNOLOGIES INC		2015-10-20	2018-12-20
	2246.07 T. ROWE PRICE REAL ESTATE FUND		2014-09-26	2018-01-18
	200. TJX COMPANIES INC W/1 RT/SH		2015-06-23	2018-02-05
	200. T-MOBILE US INC		2016-06-28	2018-01-18
	150. T-MOBILE US INC		2016-06-28	2018-02-05
	150. TEXAS INSTRUMENTS INC.			2018-09-17
	115. TRAVELERS COS INC		2008-07-24	2018-09-17
	50000. VODAFONE GROUP PLC 1.5% 02/19/2018		2013-11-20	2018-02-19
	. CLASS ACTION PROCEEDS			2018-08-02
	125. MEDTRONIC PLC		2016-06-28	2018-02-05
	50. BROADCOM LTD		2016-06-13	2018-01-18
	30. BROADCOM LTD		2016-06-13	2018-02-05
	35. BROADCOM LTD		2016-06-13	2018-04-02
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	28,755	25,564	3,191
b	7,656	3,413	4,243
c	14,214	7,166	7,048
d	20,000	22,128	-2,128
e	218		218
	51		51
	18,848	14,376	4,472
	67,817	70,982	-3,165
	15,774	11,443	4,331
	21,558	16,794	4,764
	13,383	4,553	8,830
	16,305	8,284	8,021
	15,660	6,899	8,761
	20,845	8,859	11,986
	13,845	2,621	11,224
	10,102	8,237	1,865
	19,635	19,155	480
	12,496	12,392	104
	32,200	13,164	19,036
	208	175	33
	9,966	6,384	3,582
	40,000	40,787	-787
	11,649	13,653	-2,004
	21,895	8,771	13,124
	32,037	32,150	-113
	27,136	30,072	-2,936
	7,327	6,847	480
	50,000	49,479	521
	11,905	14,351	-2,446
	13,579	5,677	7,902
	25,946	14,793	11,153
	9,526	2,503	7,023
	12,630	11,968	662
	80,000	59,207	20,793
	15,338	5,910	9,428
	11,791	4,433	7,358
	30,118	31,647	-1,529
	22,884	11,124	11,760
	24,487	11,102	13,385
	45,000	69,915	-24,915
	13,663	13,149	514
	7	6	1
	586	488	98
	61,160	53,456	7,704
	15,672	13,518	2,154
	12,612	8,420	4,192
	9,499	6,315	3,184
	15,800	4,515	11,285
	14,960	4,933	10,027
	50,000	49,250	750
	32		32
	10,484	10,464	20
	13,308	8,086	5,222
	7,259	4,852	2,407
	7,917	5,660	2,257
			36,722

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			3,191
b			4,243
c			7,048
d			-2,128
e			218
			51
			4,472
			-3,165
			4,331
			4,764
			8,830
			8,021
			8,761
			11,986
			11,224
			1,865
			480
			104
			19,036
			33
			3,582
			-787
			-2,004
			13,124
			-113
			-2,936
			480
			521
			-2,446
			7,902
			11,153
			7,023
			662
			20,793
			9,428
			7,358
			-1,529
			11,760
			13,385
			-24,915
			514
			1
			98
			7,704
			2,154
			4,192
			3,184
			11,285
			10,027
			750
			32
			20
			5,222
			2,407
			2,257

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	252,375
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2017
2016
2015
2014
2013

Total of line 1, column (d) .....................

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

Multiply line 4 by line 3......................

Enter 1% of net investment income (1% of Part I, line 27b)...........

Add lines 5 and 6........................

Enter qualifying distributions from Part XII, line 4,.............

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2018)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	6,074
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	6,074
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	6,074
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a	2,864
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,864
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,210
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions

for definition).................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation . Click to see attachment

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

HUNTINGTON NATIONAL BANK Telephone no. bullet

(740) 588-6470

Located at bullet

422 MAIN STREETZANESVILLEOH ZIP+4 bullet

43702

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2018?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2018, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2018?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2018.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HUNTINGTON NATIONAL BANK	TRUSTEE 4	25,754
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 4	25,754

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2018)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2018)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,066,914

Average of monthly cash balances.......................

88,766

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,155,680

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,155,680

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

47,335

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,108,345

Minimum investment return. Enter 5% of line 5..................

155,417

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

155,417

Tax on investment income for 2018 from Part VI, line 5......

6,074

Income tax for 2018. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

6,074

Distributable amount before adjustments. Subtract line 2c from line 1............

149,343

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

149,343

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

149,343

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

176,231

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

176,231

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

176,231

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2018)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2017	(c) 2017	(d) 2018
1 Distributable amount for 2018 from Part XI, line 7					149,343
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2018:
a From 2013......	0
b From 2014......	0
c From 2015......	13,295
d From 2016......	36,192
e From 2017......	27,484
fTotal of lines 3a through e........		76,971
4Qualifying distributions for 2018 from Part
XII, line 4: $ 176,231
a Applied to 2017, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2018 distributable amount.....					149,343
e Remaining amount distributed out of corpus		26,888
5 Excess distributions carryover applied to 2018.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		103,859
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2017. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2018. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2019 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......		103,859
10 Analysis of line 9:
a Excess from 2014....	0
b Excess from 2015....	13,295
c Excess from 2016....	36,192
d Excess from 2017....	27,484
e Excess from 2018....	26,888

Form 990-PF (2018)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2018	(b) 2017	(c) 2016	(d) 2015	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2018)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALLWELL BEHAVORIAL HEALTH SERVICES 2845 BELL STREET ZANESVILLE,OH43701	NONE	PC	GENERAL SUPPORT	16,297
ZANESVILLE MUSEUM OF ART 620 MILITARY ROAD ZANESVILLE,OH43701	NONE	PC	GENERAL SUPPORT	16,297
UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC 526 PUTNAM AVENUE ZANESVILLE,OH437014933	NONE	PC	GENERAL SUPPORT	32,595
GENESIS HEALTHCARE SYSTEM ATTN PAUL MASTERSON 2951 MAPLE AVENUE ZANESVILLE,OH437012882	NONE	PC	GENERAL SUPPORT	32,595
GENESIS HEALTHCARE FOUNDATION 2951 MAPLE AVENUE ZANESVILLE,OH437011407	NONE	PC	GENERAL SUPPORT	32,595
SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK,NY10994	NONE	PC	GENERAL SUPPORT	16,297
AMERICAN CANCER SOCIETY PO BOX 720366 OKLAHOMA CITY,OK73162	NONE	PC	GENERAL SUPPORT	16,297
Total ................................. 3a				162,973

bApproved for future payment

Total ................................. 3b

Form 990-PF (2018)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	64,861
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	252,375
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			14	455
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				320,380

13Total. Add line 12, columns (b), (d), and (e)..................

320,380

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2018)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2018 AccountingFeesSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	550	275		275

- TIN:

TY 2018 ExplnOfNonFilingWithAGStmt

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Statement:

The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

- TIN:

TY 2018 InvestmentsCorpBondsSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AUTOZONE INC 4% 11/15/2020-202	51,039	50,410
BLACKROCK INFLATION PROTECTED
CHEVRON CORPORATION 2.427	49,814	49,696
DR PEPPER SNAPPLE GROUP 2% 01/	48,131	49,270
FEDERATED TOTAL RETURN BOND FU	73,106	69,766
GOLDMAN SACHS HIGH YIELD FUND	22,305	21,407
IBM CORP 1.875% 05/15/2019	49,523	49,838
KENNAMETAL INC 2.65% 11/01/201
LORD ABBETT SHORT DURATION INC	245,098	232,671
VODAFONE GROUP PLC 1.5% 02/19/
PIMCO INCOME FUND -	130,500	129,690
BRANCH BANKING & TRUST 2.85%	50,860	49,626
EATON VANCE FLOATING-RATE FUND	30,000	29,031
BANK OF NEW YORK MELLON 3 55%	50,889	50,582
FRANKLIN RES INC	49,895	48,899
GOLDMAN SACHS INFLATION	45,000	45,044

- TIN:

TY 2018 InvestmentsCorpStockSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	16,245	27,196
AMERICAN EXPRESS	14,909	26,690
APPLE INC	4,132	18,140
ARTISAN INTERNATIONAL VALUE FU	155,813	135,089
AUTOMATIC DATA PROCESSING	14,748	41,303
BALL CORP W/1 PFD STK PUR RT/S	7,666	27,128
BRISTOL-MYERS SQUIBB CO	6,004	11,799
CVS HEALTH CORPORATION
CARDINAL HEALTH INC
CHURCH & DWIGHT CO INC W/1 RT/	5,362	17,426
CISCO SYSTEMS
COLGATE PALMOLIVE	9,591	13,987
COMCAST CORP CL A
CONOCOPHILLIPS	15,368	19,952
EMERSON ELECTRIC CO	19,918	26,290
FACEBOOK INC-A	12,505	24,907
GENERAL MILLS INC
HONEYWELL INTERNATIONAL INC	15,912	22,460
ILLINOIS TOOL WORKS	9,947	25,971
ISHARES CORE S&P MID-CAP ETF	158,523	162,573
ISHARES CORE S&P SMALL-CAP	76,009	98,504
ESTEE LAUDER CO INC	7,608	17,564
LOWES COMPANIES INC	20,697	27,708
MARRIOTT INTERNATIONAL INC NEW
MCDONALDS CORP	10,748	31,075
NEXTERA ENERGY INC	6,195	25,204
NIKE INC CL B	5,500	25,208
OPPENHEIMER DEVELOPING MARKETS	33,657	45,046
PNC FINANCIAL SERVICES	8,838	17,537
PRAXAIR INC
PRUDENTIAL FINANCIAL INC
T. ROWE PRICE REAL ESTATE FUND
SEMPRA ENERGY	6,585	14,065
TJX COMPANIES INC
TEXAS INSTRUMENTS INC	7,250	23,625
TRAVELERS COS INC
UNITED TECHNOLOGIES CORP	12,062	19,699
UNITEDHEALTH GROUP INC	6,091	27,403
VALERO ENERGY CORP	10,103	35,236
VISA INC CLASS A SHARES	13,906	26,388
ACCENTURE PLC CL A	9,540	32,432
ALPHABET INC - CL A	27,714	36,574
AMGEN INC
APPLIED MATERIALS INC
BLACKROCK INC	21,796	25,533
CROWN CASTLE INTL CORP	19,448	22,812
WALT DISNEY CO
FISERV INC	31,089	44,094
PIONEER NATURAL RESOURCE W/1
PRUDENTIAL JENNISON MID CAP	45,087	30,625
STRYKER CORP	14,933	20,378
T-MOBILE US INC	10,525	15,903
MEDTRONIC PLC	14,932	17,282
BROADCOM LTD
AT&T INC	14,720	11,416
CAPITAL ONE FINANCIAL CORP	26,771	22,677
CONSTELLATION BRANDS INC CL A	19,513	20,907
THE KRAFT HEINZ CO
M & T BANK CORP	23,890	21,470
AMERICAN FUNDS - NEW WORLD FUN	60,000	52,996
NORTHROP GRUMMAN CORP W/1 RT/S	19,781	18,368
THERMO FISHER SCIENTIFIC INC 1	27,467	29,093
AMAZONCOM INC	27,465	30,039
ANTHEM	45,071	45,960
BERKSHIRE	30,138	28,585
CONSOLIDATED	20,032	19,115
COSTCO WHOLESALE CORP	15,101	13,241
DOLLAR TREE INC	20,544	21,677
EOG RESOURCES INC	16,884	13,082
EASTMAN CHEMICAL CO	19,344	14,622
EXXON MOBIL CORP	14,478	13,638
HP INC	22,689	18,414
LOCKHEED MARTIN CORPORATION	23,363	18,329
MFS GLOBAL REAL ESTATE FUND-R6	30,000	29,657
MCCORMICK 8 CO INC COM NON VT	16,547	17,405
MICROSOFT CORP	41,872	45,707
NUVEEN EQUITY MARKET NEUTRAL F	60,000	59,836
O'REILLY AUTOMOTIVE INC	32,086	36,155
PARKER HANNIFIN CORP	23,118	18,643
PROLOGIS INC	15,534	13,506
LINDE PUBLIC LIMITED COMPANY	11,124	21,846
CHUBB LIMITED	24,292	23,252

- TIN:

TY 2018 LegalFeesSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA	12	6		6

- TIN:

TY 2018 OtherDecreasesSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Description	Amount
2018 TRANSACTION POSTED IN 2019	2,041
ROUNDING	3
BASIS ADJ FOR 2018 RETURN OF CAPITAL	115
CORPORATE ACTION	11,759

- TIN:

TY 2018 OtherExpensesSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE ATTORNEY GENERAL FILING	200	100		100

- TIN:

TY 2018 OtherIncomeSchedule2

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER REVENUE	2,689	0
OTHER INCOME	455	455

- TIN:

TY 2018 OtherIncreasesSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Description	Amount
2017 TRANSACTION POSTED IN 2018	1,693

- TIN:

TY 2018 TaxesSchedule

Name:

HAGAR RES CHARITABLE TRUST

EIN:

31-6206958

Category	Amount	Net Investment Income
FEDERAL TAX PAYMENT - PRIOR YE	421	0
FEDERAL ESTIMATES - PRINCIPAL	2,864	0
FOREIGN TAXES ON QUALIFIED FOR	162	162