Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo 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 06-01-2018 , and ending 05-31-2019
Name of foundation
HAGER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)8222 MELROSE AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90046
A Employer identification number

95-4592928
B Telephone number (see instructions)

(323) 653-2000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,224,849J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 100,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,207 2,207  
4 Dividends and interest from securities... 546,367 546,367  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -163,632
b Gross sales price for all assets on line 6a 15,808,287
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
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)....... Click to see attachment 38,869 38,869  
12 Total. Add lines 1 through 11........ 523,811 587,443  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,000 12,000    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,034 180    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 32,773 32,773    
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 167,889 167,889    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 221,696 212,842   0
25 Contributions, gifts, grants paid....... 1,874,716 1,874,716
26 Total expenses and disbursements. Add lines 24 and 25 2,096,412 212,842   1,874,716
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,572,601
b Net investment income (if negative, enter -0-) 374,601
c Adjusted net income (if negative, enter -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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 52,514 484,328 484,328
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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).......      
c Investments—corporate bonds (attach schedule)....... 8,148,160 Click to see attachment8,146,686 11,044,351
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,022,701 Click to see attachment10,019,761 9,696,170
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,223,376 18,650,775 21,224,849
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 20,223,376 18,650,775
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
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)..... 20,223,376 18,650,775
31 Total liabilities and net assets/fund balances (see instructions). 20,223,376 18,650,775
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
20,223,376
2
Enter amount from Part I, line 27a .....................
2
-1,572,601
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
18,650,775
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,650,775
Form 990-PF (2018)
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 339.160 SHS BERNSTEIN EUROPEAN OPPORTUNITIES SERIES P 2013-11-01 2018-07-27
b 369.257 SHS BERNSTEIN EUROPEAN OPPORTUNITIES SERIES P 2013-11-01 2018-10-19
c 327.738 SHS BERNSTEIN EUROPEAN OPPORTUNITIES SERIES P 2013-11-01 2019-01-18
d 332.198 SHS BERNSTEIN EUROPEAN OPPORTUNITIES SERIES P 2013-11-01 2019-04-26
e 65,360.327 SHS BLACKROCK HI YIELD BD PTF A P 2011-05-19 2018-06-05
62,579.036 SHS AB HIGH INCOME A P 2015-02-04 2018-11-27
1,500.000 SHS NUVEEN HIGH INCOME DECEMBER P 2015-11-12 2018-11-15
643.509 SHS AB HIGH INCOME A P 2016-02-29 2018-12-24
643.509 SHS AB HIGH INCOME A P 2016-02-29 2018-12-26
250,000 SHS US TSY NOTE P 2018-12-21 2018-12-27
471,047.000 SHS NUVEEN HIGH INCOME DECEMBER P 2015-11-12 2018-12-04
62,893.899 SHS AB HIGH INCOME A P 2015-01-01 2019-01-09
50,000 SHS US TSY NOTE P 2018-12-21 2019-03-14
4,740,000 SHS US TSY NOTE P 2018-12-21 2019-04-01
4,500,000 SHS US TSY BILL P 2019-04-01 2019-05-07
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,649   9,056 6,593
b 15,771   9,859 5,912
c 13,145   8,751 4,394
d 14,897   8,870 6,027
e 500,000   517,653 -17,653
500,000   561,961 -61,961
14,672   15,000 -328
5,000   5,019 -19
5,000   5,019 -19
250,388   273,187 -22,799
4,683,856   4,710,470 -26,614
500,000   565,280 -65,280
49,909   49,914 -5
4,740,000   4,731,880 8,120
4,500,000   4,500,000  
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       6,593
b       5,912
c       4,394
d       6,027
e       -17,653
      -61,961
      -328
      -19
      -19
      -22,799
      -26,614
      -65,280
      -5
      8,120
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -163,632
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 ................... 		Bracket 3 -14,684
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?
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 1,617,215 23,014,406 0.07027
2016 1,250,293 22,082,395 0.05662
2015 1,262,159 21,211,181 0.05950
2014 1,013,000 21,253,655 0.04766
2013 803,760 20,120,027 0.03995
2
Total of line 1, column (d) .....................
2
0.274003
3
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 ......
3
0.054801
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
21,661,706
5
Multiply line 4 by line 3......................
5
1,187,083
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,746
7
Add lines 5 and 6........................
7
1,190,829
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,874,716
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)
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 3,746
hereBulletand 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  
3 Add lines 1 and 2........................... 3 3,746
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,746
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,854
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,854
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,108
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet5,108 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
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$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    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 .
    8b
    Yes
     
    9
    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 .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    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 .............
    11
     
    No
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID HAGER Telephone no.bullet (323) 653-2000

    Located atbullet8222 MELROSE AVENUE 202LOS ANGELESCA ZIP+4bullet90046
    15
    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
    15
     
    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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    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 ........
    1b
     
    No
    ........bullet
    c
    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?.............
    1c
     
    No
    2
    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)):
    a
    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?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    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.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    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 ......
    5b
     
    No
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    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? .................
    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
    DAVID HAGER President
    0.00     		0    
    8222 MELROSE AVE 202
    LOS ANGELES,CA90046
    JUDY HAGER Secretary
    0.00     		0    
    8222 MELROSE AVE 202
    LOS ANGELES,CA90046
    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...................bullet  
    Form 990-PF (2018)
    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)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    21,705,598
    b
    Average of monthly cash balances.......................
    1b
    285,982
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,991,580
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    21,991,580
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    329,874
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,661,706
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,083,085
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,083,085
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,746
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,746
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,079,339
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,079,339
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,079,339
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,874,716
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,874,716
    5
    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.................
    5
    3,746
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,870,970
    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)
    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 1,079,339
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 211,682
    d From 2016...... 164,187
    e From 2017...... 483,823
    fTotal of lines 3a through e........ 859,692
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,874,716
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,079,339
    e Remaining amount distributed out of corpus 795,377
    5 Excess distributions carryover applied to 2018.    
    (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 1,655,069
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,655,069
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 211,682
    c Excess from 2016.... 164,187
    d Excess from 2017.... 483,823
    e Excess from 2018.... 795,377
    Form 990-PF (2018)
    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 section or
    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
             
    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).)
    DAVID HAGER
    JUDY HAGER
    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
    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)
    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)
    aPaid during the year
    YESHIVA RAV ISACHSOHN
    540 N LA BREA AVE
    LOS ANGELES,CA90036     		NONE 501 (C) GENERAL USE 25,000
    BIKUR CHOLIM
    8489 WEST THIRD STREET
    LOS ANGELES,CA90048     		NONE 501 (C) GENERAL USE 24,500
    OHR ELIYAHU ACADEMY
    241 S DETROIT ST
    LOS ANGELES,CA90036     		NONE 501 (C) GENERAL USE 120,000
    MERKAZ HATORAH COMMUNITY KOLLEL
    1441 S CARDIFF AVE
    LOS ANGELES,CA90035     		NONE 501 (C) GENERAL USE 9,000
    LOS ANGELES CHEDER
    801 N LA BREA AVE
    LOS ANGELES,CA90038     		NONE 501 (C) GENERAL USE 50,000
    P'EYLIM LEV L'ACHIM
    1034 E 12TH ST
    BROOKLYN,NY11230     		NONE 501 (C) GENERAL USE 30,000
    AMERICAN FRIENDS OF MAAGALIM
    97 FROEHLICH FARM BLVD
    WOODBURY,NY11797     		NONE 501 (C) GENERAL USE 13,000
    CHABAD OF BAKERSFIELD
    PO BOX 21033
    BAKERSFIELD,CA93390     		NONE 501 (C) GENERAL USE 21,600
    YOUNG ISRAEL OF HANCOCK PARK
    225 S LA BREA AVE
    LOS ANGELES,CA90036     		NONE 501 (C) GENERAL USE 25,000
    FIDF
    6505 WILSHIRE BLVD SUITE 625
    LOS ANGELES,CA90048     		NONE 501 (C) GENERAL USE 291,000
    AISH LOS ANGELES
    1417 S DOHENY DRIVE
    LOS ANGELES,CA90035     		NONE 501 (C) GENERAL SUPPORT 5,000
    CENTRAL FUND OF ISRAEL
    980 AVENUE OF THE AMERICAS
    NEW YORK,NY11018     		NONE 501 (C) GENERAL SUPPORT 45,600
    YAVNEH FAMILY SERVICES
    5353 W 3RD ST
    LOS ANGELES,CA90020     		NONE 501 (C) GENERAL SUPPORT 18,550
    MARBE TZEDAKAH
    PO BOX 481270
    LOS ANGELES,CA90048     		NONE 501 (C) GENERAL SUPPORT 23,000
    CHABAD OF LARCHMONT
    4221 WILSHIRE BLVD 110
    LOS ANGELES,CA90010     		NONE 501 (C) GENERAL SUPPORT 2,800
    KEHILLAS YAAKOV
    7211 BEVERLY BLVD
    LOS ANGELES,CA90036     		NONE 501 (C) GENERAL SUPPORT 5,000
    AMERICAN FRIENDS OF YAD ELIEZER
    410 GLENN RD
    JACKSON,NJ08527     		NONE 501 (C) GENERAL SUPPORT 128,000
    THE ALEPH INSTITUTE
    9540 COLLINS AVE
    MIAMI,FL33154     		NONE 501 (C) GENERAL SUPPORT 16,666
    ONE ISRAEL FUND
    445 CENTRAL AVE SUITE 210
    CEDARHURST,NY11516     		NONE 501 (C) GENERAL SUPPORT 6,000
    ADAS TORAH
    9040 W PICO BLVD
    LOS ANGELES,CA90035     		NONE 501 (C) GENERAL SUPPORT 2,000
    FRIENDS OF DARCHEI ROCHEL INC
    1575 50TH ST
    BROOKLYN,NY11219     		NONE 501 (C) GENERAL SUPPORT 15,000
    JERUSALEM FELLOWSHIPS INC
    28 PARK AVE
    AIRMONT,NY10952     		NONE 501 (C) GENERAL SUPPORT 5,000
    EZER MIZION
    5225 NEW UTRECHT AVE 3RD FLOOR
    BROOKLYN,NY11219     		NONE 501 (C) GENERAL SUPPORT 30,000
    VALLEY TORAH HIGH SCHOOL
    12517 CHANDLER BLVD
    VALLEY VILLAGE,CA91607     		NONE 501 (C) GENERAL SUPPORT 6,500
    CHABAD OF MIDTOWN MANHATTAN
    509 FIFTH AVE
    NEW YORK,NY10017     		NONE 501 (C) GENERAL SUPPORT 1,000
    AMERICAN FRIENDS OF HEBRON YESHIVA
    1220 BROADWAY
    NEW YORK,NY10001     		NONE 501 (C) GENERAL SUPPORT 20,000
    AMERICAN FRIENDS OF BIRCHAS MORDECH
    15 HERSCHEL TERRACE
    MONSEY,NY10095     		NONE 501(C) GENERAL SUPPORT 6,000
    ISRAELI AMERICAN COUNCIL
    6530 WINNETKA AVE
    WOODLAND HILLS,CA91367     		NONE 501(C) GENERAL SUPPORT 150,000
    KOLLEL LEV AVROHOM
    1331 E 34TH STREET
    BROOKLYN,NY11210     		NONE 501(C) GENERAL SUPPORT 2,500
    KOLLEL YECHIEL YEHUDA
    345 N LA BREA AVE 208
    LOS ANGELES,CA90036     		NONE 501(C) GENERAL SUPPORT 5,000
    MESIVTA OF GREATER LOS ANGELES
    25115 MUREAU RD
    CALABASAS,CA91302     		NONE 501(C) GENERAL SUPPORT 25,000
    YAVNEH ACADEMY
    5353 W THIRD ST
    LOS ANGELES,CA90020     		NONE 501(C) GENERAL SUPPORT 18,000
    LOS ANGELES INTERCOMMUNITY KOLLEL
    1453 S ROBERTSON BLVD
    LOS ANGELES,CA90035     		  501(C) GENERAL SUPPORT 3,000
    AIEF
    251 H STREET NW
    WASHINGTON,DC20001     		NONE 501 (C) GENERAL USE 37,500
    CONG KEHAL IMREI SHAUL
    1542 CONEY ISLAND AVE
    BROOKLYN,NY11230     		NONE 501 (C) GENERAL USE 3,000
    KEREN HAYESHIVOT TRUST YEDIDEI HAAR
    1616 EAST 10TH STREET
    BROOKLYN,NY11223     		NONE 501 (C) GENERAL USE 18,000
    PEF ISRAEL ENDOWMENT FUND INC
    630 THIRD AVE 15TH FLOOR
    NEW YORK,NY10017     		NONE 501(c) GENERAL USE 83,500
    AISH TAMID OF LOS ANGELES
    337 N FULLER AVE
    LOS ANGELES,CA90036     		NONE 501(C) GENERAL USE 5,000
    AMERICA GIVES - NETIVEY TORAH V'TEC
    PO BOX 3263
    WASHINGTON,DC20010     		NONE 501(C) GENERAL USE 7,000
    AMERICAN FRIENDS OF SULAM
    241 VIOLA RD
    MONSEY,NY10952     		NONE 501(C) GENERAL USE 135,000
    CONG TIFERES YAAKOV
    1084 EAST 28 ST
    BROOKLYN,NY11210     		NONE 501(C) GENERAL USE 2,000
    LEZION B'RINA INSTITUTE
    1436 42ND ST
    BROOKLYN,NY11219     		NONE 501(C) GENERAL USE 24,000
    OD YOSEF CHAI INC
    18 NEW COUNTY ROAD
    MONSEY,NY10952     		NONE 501(C) GENERAL USE 40,000
    VAAD HA CHESED
    7220 BEVERLY BLVD SUITE 208
    LOS ANGELES,CA90036     		NONE 501(C) GENERAL USE 76,500
    ZICHRON SHNEUR CHESED FUND
    509 CAREY ST
    LAKEWOOD,NJ08701     		NONE 501 (C) GENERAL USE 26,000
    AMERICAN FRIENDS OF DERECH EMUNAH I
    103-19 68TH RD 2E
    FOREST HILLS,NY11375     		  501 (C) GENERAL USE 20,000
    AMERICAN FRIENDS OF HEMDAT SHMUEL
    20700 VENTURA BLVD 328
    WOODLAND HILLS,CA91364     		  501 (C) GENERAL USE 5,000
    AMERICAN FRIENDS OF KUPAT HAIR
    4415 14TH AVE
    BROOKLYN,NY11219     		  501 (C) GENERAL USE 18,000
    AMERICAN FRIENDS OF LUBAVITCH
    2110 LEROY PL NW
    WASHINGTON,DC20005     		  501 (C) GENERAL USE 20,000
    AMERICAN FRIEDNS OF MA'ARAVA MACHON
    111 JOHN ST 172
    NEW YORK,NY10038     		  501 (C) GENERAL USE 5,000
    AMERICAN FRIENDS OF MAYANEI HAYESHU
    1559 EAST 5TH STREET
    BROOKLYN,NY11230     		  501 (C) GENERAL USE 26,000
    AMERICAN FRIENDS OF SHANTI HOUSE
    5158 CLARENTON DR 883
    AGOURA HILLS,CA91376     		  501 (C) GENERAL USE 1,000
    BNEI DAVID FOUNDATION INC
    333 OGEN AVE
    TEANECK,NJ07666     		  501 (C) GENERAL USE 13,000
    CONG SHAAREI TORAH
    1234 E 10TH ST
    BROOKLYN,NY11230     		  501 (C) GENERAL USE 3,800
    CONG BETH CHAIM OF LOS ANGELES
    438 N DETROIT ST
    LOS ANGELES,CA90036     		  501 (C) GENERAL USE 12,000
    CONG BNEI TORAH OF LOS ANGELES
    164 S MANSFIELD AVE
    LOS ANGELES,CA90036     		  501 (C) GENERAL USE 20,000
    EZRAS YISROEL
    4415 14TH AVE
    BROOKLYN,NY11219     		  501 (C) GENERAL USE 22,000
    FOUNDATION FOR DEFENSE OF DEMOCRACI
    1800 M ST NW 800S
    WASHINGTON,DC20036     		  501 (C) GENERAL USE 5,000
    FRIENDS OF ELNET
    10573 W PICO BLVD 369
    LOS ANGELES,CA90064     		  501 (C) GENERAL USE 15,000
    FRIENDS OF K GAT INC
    1920 54 ST
    BROOKLYN,NY11204     		  501 (C) GENERAL USE 3,600
    GEDER AVOS JEWISH HERITAGE GROUP IN
    78 POMONA RD
    SUFFREN,NY10901     		  501 (C) GENERAL USE 10,000
    HACHNASAS KALLAH OF GREATER LOS ANG
    200 S MCCADDEN PL
    LOS ANGELES,CA90004     		  501 (C) GENERAL USE 5,000
    HERITAGE RETREATS
    557 FENION BLVD
    CLIFTON,NJ07014     		  501 (C) GENERAL USE 1,000
    KAREN ACHIEZER
    6300 WILSHIRE BLVD 2030
    LOS ANGELES,CA90048     		  501 (C) GENERAL USE 12,000
    LEHACHZIKUM ULEHACHYOISOM
    9 MAPLE TER 112
    MONSEY,NY10952     		  501 (C) GENERAL USE 5,000
    MERKAZ HATORAH - SERET WIZNITZ INC
    1301 47TH ST
    BROOKLYN,NY11219     		  501 (C) GENERAL USE 5,000
    MESIVTA TIFERETH ISRAEL OF RIZHIN
    4405 14TH AVE
    BROOKLYN,NY11219     		  501 (C) GENERAL USE 1,000
    MICHOL BEIS MIDRASH OF QUEENS
    11 IRIS ST
    CEDARHURST,NY11516     		  501 (C) GENERAL USE 300
    MINCHAS ASHER FOUNDATION
    586 SUNDERLAND RD
    TEANECK,NJ07666     		  501 (C) GENERAL USE 10,000
    SHAAREI CHESED OF LOS ANGELES
    332 N LA BREA AVE
    LOS ANGELES,CA90036     		  501 (C) GENERAL USE 1,800
    STAND WITH US
    PO BOX 341069
    LOS ANGELES,CA90034     		  501 (C) GENERAL USE 5,000
    THE BEIS
    451 W END AVE 4E
    NEW YORK,NY10024     		  501 (C) GENERAL USE 5,000
    YACHDAV INC
    819 CAFFREY AVE
    FAR ROCKAWAY,NY11691     		  501 (C) GENERAL USE 18,000
    Total .................................bullet 3a 1,874,716
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    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
    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 ...........     		        2,207
    4 Dividends and interest from securities....         546,367
    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 ............     		        -163,632
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGREY K ENVIRONMENTAL     		        -33,861
    bMYDA ADVANTAGE, LTD         72,730
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     423,811
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    423,811
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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? ...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    HAGER FOUNDATION
     
    Employer identification number

    95-4592928
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    HAGER FOUNDATION
          		Employer identification number
    95-4592928
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DAVID JUDY HAGER  
    8222 MELROSE AVENUE 202
     
    LOS ANGELES, CA90046

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    HAGER FOUNDATION
          		Employer identification number

    95-4592928
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    HAGER FOUNDATION
          		Employer identification number

    95-4592928
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1

    TY 2018 AccountingFeesSchedule
    Name:
    HAGER FOUNDATION
    EIN:
    95-4592928
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 12,000 12,000 0 0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    HAGER FOUNDATION
    EIN:
    95-4592928
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GREY K ENVIRONMENTAL 59,808 58,125
    BERNSTEIN EUROPEAN OPP FUND 4,898,278 7,617,084
    MYDA ADVANTAGE, LTD 3,188,600 3,369,142

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HAGER FOUNDATION
    EIN:
    95-4592928
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN STANLEY-MUTUAL FUNDS AT COST 10,019,761 9,696,170

    TY 2018 OtherExpensesSchedule
    Name:
    HAGER FOUNDATION
    EIN:
    95-4592928
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 167,889 167,889    


    TY 2018 OtherIncomeSchedule2
    Name:
    HAGER FOUNDATION
    EIN:
    95-4592928
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GREY K ENVIRONMENTAL -33,861 -33,861  
    MYDA ADVANTAGE, LTD 72,730 72,730  


    TY 2018 TaxesSchedule
    Name:
    HAGER FOUNDATION
    EIN:
    95-4592928
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FRANCHISE TAX BOARD 10 10    
    INTERNAL REVENUE SERVICE 8,854      
    REGISTRY OF CHARITABLE TRUSTS 150 150    
    SECRETARY OF STATE 20 20