Form990-PF

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE HOVEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4180 CUTLASS LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAPLES, FL34102
A Employer identification number

23-2544450
B Telephone number (see instructions)

(215) 553-1152
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$5,204,595J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 80,214 80,557  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 96,045
b Gross sales price for all assets on line 6a 1,369,610
7 Capital gain net income (from Part IV, line 2)... 96,045
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).......      
12 Total. Add lines 1 through 11........ 176,259 176,602  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 20,500 12,300   8,200
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,818 1,302   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,318 13,602 0 8,200
25 Contributions, gifts, grants paid....... 296,300 296,300
26 Total expenses and disbursements. Add lines 24 and 25 319,618 13,602 0 304,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -143,359
b Net investment income (if negative, enter -0-) 163,000
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 1,076,938 860,230 860,230
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,189,439 Click to see attachment3,279,868 4,344,365
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,266,377 4,140,098 5,204,595
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,266,377 4,140,098
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,266,377 4,140,098
30 Total liabilities and net assets/fund balances (see instructions). 4,266,377 4,140,098
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,266,377
2
Enter amount from Part I, line 27a .....................
2
-143,359
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,000
4
Add lines 1, 2, and 3 ..........................
4
4,149,018
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,920
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,140,098
Form 990-PF (2020)
Form 990-PF (2020)
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 .1 TRUIST FINL CORP   2019-11-06 2020-01-02
b 70. CISCO SYS INC   2018-10-31 2020-01-09
c 130. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-03-20 2020-01-09
d 50. DUPONT DE NEMOURS INC   2014-10-07 2020-01-10
e 10. DUPONT DE NEMOURS INC   2019-06-10 2020-01-10
40. DOLLAR TREE INC   2019-03-19 2020-01-13
10. TAIWAN SEMICONDUCTOR ADR   2019-04-29 2020-01-15
50. TAIWAN SEMICONDUCTOR ADR   2019-10-21 2020-01-15
22. ALIGN TECHNOLOGY INC   2017-06-16 2020-01-23
60. BOSTON SCIENTIFIC CORP COM   2018-10-18 2020-01-23
30. CVS CORP   2018-09-18 2020-01-23
60. TAIWAN SEMICONDUCTOR ADR   2019-04-04 2020-01-23
10. UNITED HEALTH GROUP INC   2019-11-18 2020-01-23
30. DOLLAR TREE INC   2019-01-29 2020-01-24
30. CVS CORP   2018-09-18 2020-01-31
140. EXELON CORP   2019-08-27 2020-01-31
10. VERTEX PHARMACEUTICALS INC   2019-06-19 2020-01-31
210. AT&T INC   2019-09-11 2020-02-03
60. COMCAST CORP NEW CL A   2017-04-20 2020-02-03
140. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-09-20 2020-02-03
30. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-03-25 2020-02-03
41. DOLLAR TREE INC   2019-01-29 2020-02-10
70. AT&T INC   2019-08-27 2020-02-12
14. AMGEN INC   2019-08-16 2020-02-14
120. CISCO SYS INC   2018-10-22 2020-02-19
13. KLA TENCOR CORP   2019-10-28 2020-02-24
30. ABBOTT LABORATORIES   2020-01-23 2020-02-28
38. NXP SEMICONDUCTORS N V   2019-09-11 2020-02-28
80. COMCAST CORP NEW CL A   2017-03-17 2020-03-03
140. MGM MIRAGE   2018-04-23 2020-03-04
.8896 INGERSOLL RAND INC   2013-12-03 2020-03-09
9. S & P GLOBAL INC   2019-09-17 2020-03-09
2. S & P GLOBAL INC   2019-06-19 2020-03-09
15. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-09
6. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-11
7. KLA TENCOR CORP   2019-10-28 2020-03-12
60. NIKE INC CL B   2018-06-07 2020-03-13
45. EXACT SCIENCES CORP   2018-01-12 2020-03-17
10. MEDTRONIC PLC   2020-01-23 2020-03-17
3061.848 BNYM INTL STCK-Y   2016-10-11 2020-03-19
1694.915 BNY MELLON INTL EQTY-Y   2018-08-03 2020-03-19
70. MGM MIRAGE   2019-11-06 2020-03-19
270. MGM MIRAGE   2018-04-26 2020-03-19
50. PHILIP MORRIS INTERNATIONAL   2016-10-11 2020-03-19
28. HOME DEPOT INC USD 0.05   2020-01-13 2020-03-20
90. SYNCHRONY FINANCIAL   2016-10-05 2020-03-24
50. SYNCHRONY FINANCIAL   2019-11-08 2020-03-24
6. VISA INC   2017-01-24 2020-03-24
8. VISA INC   2020-03-19 2020-03-24
10. DOW INC.   2020-03-19 2020-03-25
50. DOW INC.   2014-10-07 2020-03-25
40. DOW INC.   2019-04-12 2020-03-25
30. DISNEY (WALT) COMPANY HOLDING CO.   2015-10-29 2020-03-30
60. EXXON MOBIL CORP   2019-05-09 2020-03-30
80. AT&T INC   2019-08-27 2020-04-03
18. CONSTELLATION BRANDS INC   2015-08-14 2020-04-03
2220.395 BNYM INTL SMALL CAP-Y   2016-02-04 2020-04-07
76. CARRIER GLOBAL CORP   2019-10-21 2020-04-08
20. INGERSOLL RAND INC   2020-03-19 2020-04-08
135. INGERSOLL RAND INC   2013-06-12 2020-04-08
18993.52 VANGUARD   2017-04-24 2020-04-08
10. EXELON CORP   2020-04-07 2020-04-15
40. EXELON CORP   2018-10-30 2020-04-15
7. NEXTERA ENERGY INC   2020-03-19 2020-04-15
1. NEXTERA ENERGY INC   2018-06-27 2020-04-15
15. SEMPRA ENERGY   2020-01-31 2020-04-15
2. AMAZON COM INC   2020-02-10 2020-04-24
2. AMAZON COM INC   2020-03-19 2020-04-29
50. MERCK & CO INC   2016-10-11 2020-05-04
20. MERCK & CO INC   2020-03-19 2020-05-04
10. MERCK & CO INC   2015-10-29 2020-05-06
1. THERMO ELECTRON CORP   2019-03-21 2020-05-06
4. THERMO ELECTRON CORP   2020-03-19 2020-05-06
10. SALESFORCE COM INC   2013-06-12 2020-05-14
7. SALESFORCE COM INC   2020-03-19 2020-05-14
40. TAIWAN SEMICONDUCTOR ADR   2019-04-04 2020-05-19
20. TAIWAN SEMICONDUCTOR ADR   2020-03-19 2020-05-19
80. TAIWAN SEMICONDUCTOR ADR   2019-04-03 2020-05-26
1. AMAZON COM INC   2020-03-19 2020-06-03
2. JOHNSON & JOHNSON COM   2020-04-07 2020-06-03
10. JOHNSON & JOHNSON COM   2019-03-08 2020-06-03
5. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-06-03
4. VERTEX PHARMACEUTICALS INC   2020-03-19 2020-06-03
3. ADOBE SYS INC COM   2020-02-28 2020-06-04
11. MICROSOFT CORP COM   2020-04-07 2020-06-04
11. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2020-06-04
1. ATLASSIAN CORP PLC-CLASS A   2019-06-25 2020-06-04
5. ATLASSIAN CORP PLC-CLASS A   2020-03-19 2020-06-04
4. AMGEN INC   2019-08-16 2020-06-10
1. AMGEN INC   2020-04-07 2020-06-10
9. JOHNSON & JOHNSON COM   2017-08-10 2020-06-10
20. MERCK & CO INC   2014-01-14 2020-06-10
30. SQUARE INC - A   2019-04-11 2020-06-11
80. TRUIST FINL CORP   2019-11-06 2020-06-11
11. BIOGEN IDEC INC   2020-03-17 2020-06-16
60. CVS CORP   2018-10-19 2020-06-23
90. MERCK & CO INC   2014-01-14 2020-06-23
5. UNITED HEALTH GROUP INC   2019-11-18 2020-06-23
53. JOHNSON & JOHNSON COM   2017-08-10 2020-06-25
6. JOHNSON & JOHNSON COM   2020-03-19 2020-06-25
70. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
10. AT&T INC   2020-03-19 2020-07-06
80. AT&T INC   2019-08-27 2020-07-06
28. SQUARE INC - A   2019-04-10 2020-07-13
12. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
22. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
4. TRADE DESK INC/THE   2020-03-09 2020-07-15
1. ADOBE SYS INC COM   2013-06-12 2020-07-16
7. ADOBE SYS INC COM   2020-02-28 2020-07-16
17. SALESFORCE COM INC   2013-06-12 2020-07-16
6. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
4. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
6000. BNY MELLON S/T US GVT SECS FD CL M   2018-02-02 2020-07-23
25000. BNY MELLON INTERMEDIATE BOND FD CL M   2015-10-29 2020-07-23
3000. BNYM INTL STCK-Y   2015-10-29 2020-07-23
11468.439 BNYM GLBL RL RTRN -Y   2016-06-09 2020-07-23
531.561 BNYM GLBL RL RTRN -Y   2019-12-30 2020-07-23
750. BNY MELLON INTL EQTY-Y   2013-12-12 2020-07-23
29. PROCTER & GAMBLE CO COM   2020-04-07 2020-07-27
60. ADVANCED MICRO DEVICES INC   2020-03-19 2020-08-03
30. EXELON CORP   2020-07-23 2020-08-03
20. EXELON CORP   2015-08-20 2020-08-03
9. NEXTERA ENERGY INC   2020-07-23 2020-08-03
22. PAYPAL HOLDINGS INC   2019-05-09 2020-08-03
25. PAYPAL HOLDINGS INC   2020-07-23 2020-08-03
1. S & P GLOBAL INC   2019-06-19 2020-08-07
10. S & P GLOBAL INC   2020-04-07 2020-08-07
58. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
10. ADVANCED MICRO DEVICES INC   2020-03-19 2020-09-01
1. ALPHABET INC/CA   2020-07-23 2020-09-01
4. KLA TENCOR CORP   2020-07-23 2020-09-01
1. PAYPAL HOLDINGS INC   2019-10-28 2020-09-01
3. PAYPAL HOLDINGS INC   2019-05-09 2020-09-01
5. SQUARE INC - A   2020-07-23 2020-09-01
29. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
9. CONSTELLATION BRANDS INC   2020-03-19 2020-09-02
9. NVIDIA CORP   2020-07-23 2020-09-04
2. ALPHABET INC/CA   2020-07-23 2020-09-09
7. CROWDSTRIKE HOLDINGS INC - A   2020-07-23 2020-09-09
5. COSTCO WHSL CORP NEW   2020-07-23 2020-09-17
19. NIKE INC CL B   2020-07-23 2020-09-17
12. YUM BRANDS INC   2020-02-10 2020-09-29
38. YUM BRANDS INC   2020-06-03 2020-09-29
10. EXXON MOBIL CORP   2020-03-19 2020-10-07
20. EXXON MOBIL CORP   2020-07-23 2020-10-07
120. EXXON MOBIL CORP   2019-05-09 2020-10-07
31. ELI LILLY & CO COM   2020-06-23 2020-10-28
23. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-10-30
3. VERTEX PHARMACEUTICALS INC   2020-07-23 2020-10-30
14. DISNEY (WALT) COMPANY HOLDING CO.   2015-10-29 2020-11-02
18. DISNEY (WALT) COMPANY HOLDING CO.   2020-07-23 2020-11-02
23. AMGEN INC   2019-08-16 2020-11-11
15. AMGEN INC   2020-06-25 2020-11-11
2. AMGEN INC   2020-03-19 2020-11-11
2. COSTCO WHSL CORP NEW   2020-07-23 2020-11-11
7. COSTCO WHSL CORP NEW   2016-10-03 2020-11-11
4. COSTCO WHSL CORP NEW   2020-03-19 2020-11-11
12. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
7. DOLLAR GENERAL CORP   2020-07-23 2020-11-11
16.1302 VIATRIS INC   2017-10-24 2020-11-20
15.3317 VIATRIS INC   2020-03-19 2020-11-20
28.5381 VIATRIS INC   2020-06-03 2020-11-20
.7987 VIATRIS INC   2020-03-19 2020-11-25
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(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 6   5 1
b 3,304   3,237 67
c 3,385   2,587 798
d 3,004   3,669 -665
e 601   746 -145
3,631   4,140 -509
583   438 145
2,917   2,505 412
5,966   3,248 2,718
2,603   2,252 351
2,186   2,364 -178
3,419   2,593 826
2,983   2,742 241
2,651   2,980 -329
2,037   2,298 -261
6,636   6,470 166
2,246   1,802 444
7,775   8,094 -319
2,573   2,273 300
3,392   2,633 759
727   594 133
3,566   3,929 -363
2,674   2,661 13
3,122   2,858 264
5,519   5,514 5
2,017   2,266 -249
2,281   2,719 -438
4,268   4,181 87
3,378   2,899 479
3,210   4,982 -1,772
20   13 7
2,207   2,301 -94
490   459 31
2,471   2,599 -128
985   1,040 -55
928   1,220 -292
4,481   4,626 -145
1,913   2,245 -332
776   1,204 -428
50,000   54,417 -4,417
25,000   36,169 -11,169
557   2,126 -1,569
2,150   8,298 -6,148
3,247   5,166 -1,919
4,537   6,498 -1,961
1,309   2,519 -1,210
727   1,847 -1,120
906   498 408
1,208   1,250 -42
300   288 12
1,500   2,404 -904
1,200   2,316 -1,116
2,921   3,484 -563
2,256   4,588 -2,332
2,201   2,783 -582
2,363   2,349 14
21,715   27,000 -5,285
1,064   1,706 -642
498   461 37
3,364   1,627 1,737
200,000   202,738 -2,738
371   370 1
1,483   1,765 -282
1,661   1,568 93
237   168 69
1,821   2,402 -581
4,806   4,148 658
4,719   3,857 862
3,829   3,274 555
1,532   1,438 94
777   548 229
337   271 66
1,347   1,168 179
1,662   382 1,280
1,164   1,011 153
2,045   1,681 364
1,023   889 134
4,101   3,289 812
2,469   1,906 563
296   283 13
1,478   1,383 95
1,385   894 491
1,108   913 195
1,156   1,012 144
2,022   1,844 178
1,894   576 1,318
172   129 43
861   641 220
905   817 88
226   215 11
1,324   1,229 95
1,624   1,072 552
2,603   2,269 334
3,025   4,394 -1,369
3,114   3,361 -247
3,877   4,397 -520
6,952   4,688 2,264
1,490   1,371 119
7,392   7,009 383
837   785 52
12     12
303   314 -11
2,426   2,783 -357
3,510   2,111 1,399
1,214   947 267
3,744   2,463 1,281
1,709   889 820
422   43 379
2,954   2,197 757
3,116   649 2,467
1,847   1,645 202
1,172   694 478
70,920   69,360 1,560
328,000   313,364 14,636
65,700   45,175 20,525
179,481   168,586 10,895
8,319   8,144 175
15,308   14,939 369
3,667   3,656 11
4,681   3,342 1,339
1,141   1,171 -30
761   673 88
2,501   2,540 -39
4,328   2,409 1,919
4,918   4,475 443
345   229 116
3,445   3,367 78
4,239   7,205 -2,966
909   411 498
1,636   1,564 72
824   826 -2
208   108 100
623   326 297
838   647 191
5,434   3,698 1,736
1,686   1,430 256
4,393   3,759 634
3,084   3,128 -44
891   734 157
1,689   1,651 38
2,214   1,892 322
1,090   1,228 -138
3,452   3,583 -131
334   340 -6
667   863 -196
4,004   9,176 -5,172
4,106   5,029 -923
4,780   3,977 803
623   874 -251
1,689   1,594 95
2,172   2,144 28
5,543   4,695 848
3,615   3,649 -34
482   400 82
745   660 85
2,607   1,057 1,550
1,490   1,244 246
2,572   1,858 714
1,500   1,368 132
278   244 34
264   241 23
492   452 40
13   10 3
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
      67,401
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       1
b       67
c       798
d       -665
e       -145
      -509
      145
      412
      2,718
      351
      -178
      826
      241
      -329
      -261
      166
      444
      -319
      300
      759
      133
      -363
      13
      264
      5
      -249
      -438
      87
      479
      -1,772
      7
      -94
      31
      -128
      -55
      -292
      -145
      -332
      -428
      -4,417
      -11,169
      -1,569
      -6,148
      -1,919
      -1,961
      -1,210
      -1,120
      408
      -42
      12
      -904
      -1,116
      -563
      -2,332
      -582
      14
      -5,285
      -642
      37
      1,737
      -2,738
      1
      -282
      93
      69
      -581
      658
      862
      555
      94
      229
      66
      179
      1,280
      153
      364
      134
      812
      563
      13
      95
      491
      195
      144
      178
      1,318
      43
      220
      88
      11
      95
      552
      334
      -1,369
      -247
      -520
      2,264
      119
      383
      52
      12
      -11
      -357
      1,399
      267
      1,281
      820
      379
      757
      2,467
      202
      478
      1,560
      14,636
      20,525
      10,895
      175
      369
      11
      1,339
      -30
      88
      -39
      1,919
      443
      116
      78
      -2,966
      498
      72
      -2
      100
      297
      191
      1,736
      256
      634
      -44
      157
      38
      322
      -138
      -131
      -6
      -196
      -5,172
      -923
      803
      -251
      95
      28
      848
      -34
      82
      85
      1,550
      246
      714
      132
      34
      23
      40
      3
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 96,045
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,266
c All other domestic foundations enter 1.39% 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 2,266
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 2,266
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,048
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,048
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,218
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
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 the instructions
for the 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
 
 
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)
    bulletPA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletBNY MELLON NA Telephone no.bullet (215) 553-1152

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    3b
     
     
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
     
     
    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
    JAMES HOVEY TRUSTEE
    0     		0    
    4180 CUTLASS LANE
    NAPLES,FL34102
    CAROL A HOVEY OFFICER
    0     		0    
    4180 CUTLASS LANE
    NAPLES,FL34102
    BROOKE HOVEY OFFICER
    0     		0    
    149 BETHLEHEM PIKE
    PHILADELPHIA,PA19118
    CHRISTIAN HOVEY OFFICER
    0     		0    
    535 SPRING LANE
    WYNDMOOR,PA19038
    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 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    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 (2020)
    Form 990-PF (2020)
    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
    3,799,911
    b
    Average of monthly cash balances.......................
    1b
    920,940
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,720,851
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,720,851
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,813
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,650,038
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    232,502
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    232,502
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,266
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,266
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    230,236
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    230,236
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    230,236
    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
    304,500
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    304,500
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    304,500
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 230,236
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 52,054
    c From 2017...... 68,062
    d From 2018...... 52,927
    e From 2019...... 114,717
    fTotal of lines 3a through e........ 287,760
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 304,500
    a Applied to 2019, 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 2020 distributable amount..... 230,236
    e Remaining amount distributed out of corpus 74,264
    5 Excess distributions carryover applied to 2020. 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 5 362,024
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		362,024
    10 Analysis of line 9:
    a Excess from 2016.... 52,054
    b Excess from 2017.... 68,062
    c Excess from 2018.... 52,927
    d Excess from 2019.... 114,717
    e Excess from 2020.... 74,264
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    NONE
    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.
    NONE
    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 (2020)
    Form 990-PF (2020)
    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
    SPRINGSIDE CHESTNUT HILL ACADEMY
    500 WEST WILLOW GROVE AVENUE
    PHILADELPHIA,PA19118     		NONE PC GENERAL OPERATING PURPOSES 25,000
    GUADALUPE CENTER
    509 HOPE CIRCLE
    IMMOKALEE,FL34142     		NONE PC GENERAL OPERATING PURPOSES 11,000
    MORRIS ARBORETUM
    100 E NORTHWESTERN AVE
    PHILADELPHIA,PA19118     		NONE PC GENERAL OPERATING PURPOSES 3,000
    WILLS EYE FOUNDATION
    840 WALNUT ST
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING PURPOSES 5,000
    FRIENDS OF THE WISSAHICKON
    40 W EVERGREEN AVE STE 108
    PHILADELPHIA,PA19118     		NONE PC GENERAL OPERATING PURPOSES 3,000
    UM BASCOM PALMER EYE INSTITUTE
    900 NW 17TH ST
    MIAMI,FL33136     		NONE PC GENERAL OPERATING PURPOSES 10,000
    NEIGHBORHOOD HEALTH CLINIC
    1717 SOUTH CALHOUN STREET
    FORT WAYNE,IN46802     		NONE PC GENERAL OPERATING PURPOSES 20,000
    PHILADELPHIA MUSEUM OF ART
    2600 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		NONE PC GENERAL OPERATING PURPOSES 2,500
    THE BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		NONE PC GENERAL OPERATING PURPOSES 2,500
    EISENHOWER FELLOWSHIPS
    250 SOUTH 16TH STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING PURPOSES 200,000
    ARTIS NAPLES
    5833 PELICAN BAY BLVD
    NAPLES,FL34108     		NONE PC GENERAL OPERATING PURPOSES 1,000
    FRIENDS OF THE OUTLET
    PO BOX 65
    DRESDEN,NY14441     		NONE PC GENERAL OPERATING PURPOSES 1,000
    Save a Mind (SAM) Elimu Charity
    1001 CHESTNUT STREET SUITE 101
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING PURPOSES 1,000
    FINGER LAKES LAND TRUST
    202 EAST COURT ST
    ITHACA,NY14850     		NONE PC GENERAL OPERATING PURPOSES 1,000
    MATTHEW'S MINDFUL MOMENT
    1234 FAIRACRES ROAD
    RYDAL,PA19046     		NONE PC GENERAL OPERATING PURPOSES 300
    BELLA MENTE QUANTUM RACING
    333 SOUTH 7TH ST SUITE 3100
    MINNEAPOLIS,MN55402     		NONE PC GENERAL OPERATING PURPOSES 10,000
    Total .................................bullet 3a 296,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 80,214  
    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 96,045  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   176,259  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    176,259
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE HOVEY FOUNDATION
    EIN:
    23-2544450
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    G5960L103 MEDTRONIC PLC AT COST 17,802 22,257
    016255101 ALIGN TECHNOLOGY INC      
    026874784 AMERICAN INTERNATION AT COST 23,652 23,852
    05569M814 BNY MELLON INTERMEDI AT COST 302,429 322,654
    233203421 DFA EMERG MKTS CORE AT COST 82,817 111,192
    58933Y105 MERCK & CO INC      
    64110L106 NETFLIX COM INC AT COST 9,705 12,437
    654106103 NIKE INC CL B AT COST 11,384 26,738
    717081103 PFIZER INC COM AT COST 18,262 19,141
    20030N101 COMCAST CORP NEW CL AT COST 7,496 14,672
    594918104 MICROSOFT CORP COM AT COST 52,767 100,089
    G29183103 EATON CORP PLC AT COST 12,138 22,947
    G5876H105 MARVELL TECHNOLOGY G      
    110122108 BRISTOL MYERS SQUIBB AT COST 13,489 16,128
    478160104 JOHNSON & JOHNSON CO      
    609207105 MONDELEZ INTERNATION AT COST 14,682 19,295
    65339F101 NEXTERA ENERGY INC AT COST 8,835 16,973
    91913Y100 VALERO ENERGY CORP N AT COST 4,487 6,110
    929089100 VOYA FINANCIAL INC AT COST 10,694 18,231
    G06242104 ATLASSIAN CORP PLC-C AT COST 3,196 10,524
    05569M780 BNY MELLON S/T US GV AT COST 80,640 81,826
    126408103 CSX CORP COM AT COST 12,034 24,503
    166764100 CHEVRONTEXACO CORP AT COST 21,483 18,072
    22160K105 COSTCO WHSL CORP NEW AT COST 4,271 12,811
    30161N101 EXELON CORP AT COST 6,730 9,288
    552953101 MGM MIRAGE      
    91324P102 UNITED HEALTH GROUP AT COST 20,829 32,964
    988498101 YUM BRANDS INC AT COST 6,459 12,159
    742718109 PROCTER & GAMBLE CO AT COST 17,861 24,628
    92828W361 VIRTUS EMERGING MKTS AT COST 77,290 114,841
    87165B103 SYNCHRONY FINANCIAL AT COST 16,906 24,297
    872590104 T -MOBILE US INC AT COST 5,087 10,114
    G47791101 INGERSOLL-RAND PLC      
    00724F101 ADOBE SYS INC COM AT COST 3,614 18,504
    05569M475 BNY MELLON FOCUSED E AT COST 207,000 268,721
    126650100 CVS CORP AT COST 8,446 9,562
    150870103 CELANESE CORP DEL AT COST 12,330 24,299
    002824100 ABBOTT LABORATORIES AT COST 10,332 18,175
    79466L302 SALESFORCE COM INC AT COST 2,260 8,679
    808513105 SCHWAB CHARLES CORP AT COST 7,410 12,199
    03027X100 AMERICAN TOWER CORP- AT COST 7,555 11,447
    060505104 BANK AMER CORP AT COST 11,457 19,398
    254687106 DISNEY (WALT) COMPAN AT COST 7,308 18,118
    30063P105 EXACT SCIENCES CORP      
    438516106 HONEYWELL INTL INC AT COST 11,337 27,013
    452308109 ILLINOIS TOOL WORKS AT COST 11,619 22,835
    46625H100 J P MORGAN CHASE & C AT COST 28,555 35,071
    21036P108 CONSTELLATION BRANDS      
    244199105 DEERE & COMPANY AT COST 13,975 27,443
    29444U700 EQUINIX INC AT COST 13,367 18,569
    30303M102 FACEBOOK INC AT COST 23,327 50,535
    437076102 HOME DEPOT INC USD 0 AT COST 9,174 19,922
    595112103 MICRON TECHNOLOGY AT COST 21,317 37,590
    718172109 PHILIP MORRIS INTERN AT COST 16,435 19,373
    723787107 PIONEER NAT RES CO AT COST 9,336 7,631
    882508104 TEXAS INSTRUMENTS IN AT COST 21,132 28,723
    92826C839 VISA INC AT COST 24,473 46,589
    02079K305 ALPHABET INC/CA AT COST 24,130 52,579
    023135106 AMAZON COM INC AT COST 20,093 81,423
    037833100 APPLE COMPUTER INC C AT COST 44,202 125,259
    101137107 BOSTON SCIENTIFIC CO AT COST 19,250 19,054
    17275R102 CISCO SYS INC      
    05587K857 BNYM INTL STCK-Y AT COST 93,909 185,751
    191216100 COCA-COLA CO USD AT COST 23,861 25,226
    30231G102 EXXON MOBIL CORP      
    G1151C101 ACCENTURE PLC IRELAN      
    N6596X109 NXP SEMICONDUCTORS N      
    031162100 AMGEN INC      
    05587K824 BNYM SEL MGR S/C VAL AT COST 106,598 122,448
    05588D753 BNY MELLON INTL EQTY AT COST 175,051 219,337
    09661F701 BNYM INTL SMALL CAP-      
    12572Q105 CME GROUP INC AT COST 18,559 18,933
    260557103 DOW INC.      
    00287Y109 ABBVIE INC AT COST 21,605 27,859
    461202103 INTUIT INC COM AT COST 8,200 11,396
    70450Y103 PAYPAL HOLDINGS INC AT COST 14,694 32,554
    78409V104 S & P GLOBAL INC AT COST 11,869 17,751
    92532F100 VERTEX PHARMACEUTICA      
    05588M100 BNYM MIDCAP INDEX FU AT COST 313,200 289,932
    256746108 DOLLAR TREE INC      
    482480100 KLA TENCOR CORP AT COST 7,894 12,169
    852234103 SQUARE INC - A AT COST 8,103 24,593
    874039100 TAIWAN SEMICONDUCTOR      
    883556102 THERMO ELECTRON CORP AT COST 11,275 18,631
    89832Q109 TRUIST FINL CORP AT COST 17,603 20,274
    913017109 UNITED TECHNOLOGIES      
    05587K865 BNYM SELECT MGR S/C AT COST 108,516 155,079
    26614N102 DUPONT DE NEMOURS IN      
    00206R102 AT&T INC      
    007903107 ADVANCED MICRO DEVIC AT COST 5,207 21,093
    05587N794 BNYM GLBL RL RTRN -Y AT COST 156,561 179,457
    75513E101 RAYTHEON TECHNOLOGIE AT COST 6,325 6,150
    55024U109 LUMENTUM HOLDINGS IN AT COST 10,917 13,272
    G46188101 HORIZON THERAPEUTICS AT COST 10,506 10,241
    05569M830 BNY MELLON BOND FD C AT COST 247,320 240,480
    532457108 ELI LILLY & CO COM AT COST 13,272 14,183
    22788C105 CROWDSTRIKE HOLDINGS AT COST 4,731 12,709
    67066G104 NVIDIA CORP AT COST 18,361 38,643
    302491303 F M C CORP COM NEW AT COST 9,128 9,769
    009158106 AIR PRODUCTS AND CHE AT COST 12,046 14,754
    G8994E103 TRANE TECHNOLOGIES P AT COST 9,659 28,451
    05588E850 BNY MELLON HIGH YIEL AT COST 102,843 106,467
    05589K400 BNYM FLTNG RT INC-Y AT COST 107,318 110,016
    16119P108 CHARTER COMMUNICATIO AT COST 17,273 21,831
    816851109 SEMPRA ENERGY AT COST 10,970 9,428
    83088M102 SKYWORKS SOLUTIONS I AT COST 9,045 10,396
    15135B101 CENTENE CORP DEL AT COST 12,479 11,406
    67103H107 O'REILLY AUTOMOTIVE AT COST 14,845 16,293
    87234N765 TCW EMERGING MARKETS AT COST 74,240 78,267
    68902V107 OTIS WORLDWIDE CORP AT COST 8,492 11,348
    88339J105 TRADE DESK INC/THE AT COST 4,264 14,418
    256677105 DOLLAR GENERAL CORP AT COST 5,821 8,622
    517834107 LAS VEGAS SANDS CORP AT COST 14,449 17,284

    TY 2020 OtherDecreasesSchedule
    Name:
    THE HOVEY FOUNDATION
    EIN:
    23-2544450
    Description Amount
    PY RETURN OF CAPITAL ADJ 332
    VANGUARD COST BASIS ADJUSTMENT 8,588


    TY 2020 OtherIncreasesSchedule
    Name:
    THE HOVEY FOUNDATION
    EIN:
    23-2544450
    Description Amount
    CY GRANT CLEARED IN FOLLOWING YEAR 26,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE HOVEY FOUNDATION
    EIN:
    23-2544450
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 20,500 12,300   8,200


    TY 2020 TaxesSchedule
    Name:
    THE HOVEY FOUNDATION
    EIN:
    23-2544450
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,196 1,196   0
    FEDERAL TAX PAYMENT - PRIOR YE 468 0   0
    FEDERAL ESTIMATES - INCOME 1,048 0   0
    FOREIGN TAXES ON NONQUALIFIED 106 106   0