Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HOOVER FOUNDATION INCOME ACCOUNT
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-6510994
B Telephone number (see instructions)

(614) 331-9046
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$61,658,725J 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) 500
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,138,571 1,134,909  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,923,156
b Gross sales price for all assets on line 6a 8,440,931
7 Capital gain net income (from Part IV, line 2)... 1,923,156
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)....... Click to see attachment
List of Attached Documents:
// Content
14,600 14,600  
12 Total. Add lines 1 through 11........ 3,076,827 3,072,665  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 167,848 83,924   83,924
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)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
87,491 87,491   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
37,946 10,200   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)....... Click to see attachment
List of Attached Documents:
// Content
7,066     7,066
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 301,601 181,615 0 92,240
25 Contributions, gifts, grants paid....... 3,898,865 3,898,865
26 Total expenses and disbursements. Add lines 24 and 25 4,200,466 181,615 0 3,991,105
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,123,639
b Net investment income (if negative, enter -0-) 2,891,050
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 1,040,687 1,095,134 1,095,134
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 20,902,848 Click to see attachment
List of Attached Documents:
// Content
20,334,026 		45,445,140
c Investments—corporate bonds (attach schedule)....... 15,488,312 Click to see attachment
List of Attached Documents:
// Content
15,338,844 		14,532,231
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,074,701 Click to see attachment
List of Attached Documents:
// Content
586,220 		586,220
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,506,548 37,354,224 61,658,725
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 38,506,548 37,354,224
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)..... 38,506,548 37,354,224
30 Total liabilities and net assets/fund balances (see instructions). 38,506,548 37,354,224
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
38,506,548
2
Enter amount from Part I, line 27a .....................
2
-1,123,639
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,382,909
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
28,685
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,354,224
Form 990-PF (2023)
Form 990-PF (2023)
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 200. CATERPILLAR INC.   1990-08-21 2023-01-05
b 200. HOME DEPOT INC.   2004-01-21 2023-01-05
c 100. PEPSICO INC   2003-05-23 2023-01-05
d 250. SHERWIN WILLIAMS CO   1986-04-10 2023-01-05
e 150. UNION PACIFIC CORP   2003-02-06 2023-01-05
200000. US TREASURY NOTE 1.750% 05/15/23   2018-03-13 2023-01-10
150000. PRECISION CASTPARTS CORP   2017-06-15 2023-01-15
100000. US TREASURY N/B 2.375% 01/31/2023   2018-02-01 2023-01-31
150000. US TREASURY N/B 1.75% 01/31/2023   2022-03-29 2023-01-31
150000. DISCOVER BK NEW CASTLE DEL   2018-03-09 2023-02-06
100000. BRISTOL MYERS SQUIBB CO   2018-02-09 2023-02-15
100. MICROSOFT CORP   2000-07-07 2023-02-21
1000. TIMKEN CO   1987-10-19 2023-02-21
100000. US TREASURY N/B 1.5% 02/28/2023   2022-03-22 2023-02-28
100000. US TREASURY N/B 1.5% 02/28/2023   2016-04-19 2023-02-28
100000. PEPSICO INC   2013-02-28 2023-03-01
100000. AVALONBAY CMNTYS INC MEDIUM TERM NTS   2019-12-09 2023-03-15
100000. COMERICA INC   2018-08-27 2023-03-15
100000. UNITEDHEALTH GROUP INC   2016-06-01 2023-03-15
165000. ENTERGY GULF STS LA LLC   2022-04-26 2023-03-29
1350. ISHARES TR   2009-07-09 2023-03-29
100000. HOME DEPOT INC   2013-09-03 2023-04-01
400. MICROSOFT CORP   2000-07-07 2023-04-14
500. NEXTERA ENERGY, INC   1987-10-22 2023-04-14
400. PEPSICO INC   2003-05-23 2023-04-14
100000. BANK OF NY MELLON CORP SERIES MTN 3.5% 0   2019-11-19 2023-04-28
150000. APPLE INC   2017-05-26 2023-05-03
1740. ISHARES TR     2023-05-18
500. APPLE COMPUTER   2008-02-01 2023-05-25
400. HOME DEPOT INC.   2004-01-21 2023-05-25
400. MCDONALDS CORP   2002-12-06 2023-05-25
400. MICROSOFT CORP   2000-07-07 2023-05-25
500. SHERWIN WILLIAMS CO   1986-04-10 2023-05-25
200. UNION PACIFIC CORP   2003-02-06 2023-05-25
100000. US TREASURY N/B 2.75% 05/31/2023   2022-07-01 2023-05-25
150000. US TREASURY N/B 2.75% 05/31/2023   2018-06-13 2023-05-25
100000. CAPITAL ONE FINL CORP   2018-06-18 2023-06-15
100000. FHLMC 2% 06/19/2023-2013   2016-04-18 2023-06-19
200. UNITEDHEALTH GROUP INC   2021-04-27 2023-06-27
150000. US TREASURY N/B 1.375% 06/30/2023   2022-02-10 2023-06-30
100. BROADCOM INC   2021-04-27 2023-07-10
300. CATERPILLAR INC.   1990-08-21 2023-07-10
200. PEPSICO INC   2003-05-23 2023-07-10
300. SHERWIN WILLIAMS CO   1986-04-10 2023-07-10
500. TIMKEN CO     2023-07-10
200. ZOETIS INC   2018-05-31 2023-07-10
2500. AT&T INC   2022-06-06 2023-07-19
250. AUTOMATIC DATA PROCESSING   2022-08-25 2023-07-19
250. AVALONBAY COMMUNITIES INC (REIT)   2021-06-14 2023-07-19
2000. BANK AMER CORP COM     2023-07-19
1000. BAXTER INTERNATIONAL INC     2023-07-19
250. DOLLAR GEN CORP NEW   2022-08-25 2023-07-19
1500. DOW INC     2023-07-19
1500. OCCIDENTAL PETROLEUM CORP   2022-08-25 2023-07-19
250. UNITED PARCEL SVC INC   2022-02-11 2023-07-19
750. WEC ENERGY GROUP INC     2023-07-19
200. APPLE COMPUTER   2008-02-01 2023-07-25
100. ISHARES S & P MIDCAP 400   2015-07-17 2023-07-31
1500. BAXTER INTERNATIONAL INC     2023-08-03
500. MCCORMICK & CO INC COM NON VTG   2022-02-11 2023-08-03
1000. NIKE INC CL B   2009-12-02 2023-08-03
250. STRYKER CORP   2018-03-01 2023-08-03
250. TRAVELERS COS INC   2009-12-02 2023-08-03
150000. PACCAR FINL CORP MEDIUM TERM SR NTS   2020-10-22 2023-08-11
17732.13 BLACKROCK FDS V   2021-12-10 2023-08-21
780. ISHARES TR   2021-01-20 2023-08-21
198. ISHARES TR   2021-01-20 2023-08-29
250000. US TREASURY N/B 2.875% 09/30/2023     2023-09-30
.33 VERALTO CORP.   2018-05-31 2023-10-24
150000. US TREASURY N/B 1.625% 10/31/2023   2019-09-12 2023-10-31
200. APPLE COMPUTER   2008-02-01 2023-11-02
100. MICROSOFT CORP   2000-07-07 2023-11-02
250. BOEING CO   2020-04-21 2023-11-09
250. CROWN CASTLE INC   2019-09-27 2023-11-09
1000. M & T BANK CORP     2023-11-09
500. NIKE INC CL B   2009-12-02 2023-11-09
500. PROLOGIS INC (REIT)     2023-11-09
500. SYSCO CORP     2023-11-09
100. TESLA INC   2020-08-27 2023-11-09
1000. TEXAS INSTRUMENTS INC.     2023-11-09
350000. US TREASURY N/B 2.625% 12/31/2023     2023-11-09
85000. US TREASURY N/B 1.75% 07/31/2024   2021-01-20 2023-11-09
100000. MIDAMERICAN ENERGY HLDGS CO NEW   2019-11-27 2023-11-15
500. CROWN CASTLE INC   2019-09-27 2023-12-12
1000. EDWARDS LIFESCIENCES CORP   2017-10-31 2023-12-12
250. HUMANA INC W/1 RT/SH     2023-12-12
50. O'REILLY AUTOMOTIVE INC   2019-09-27 2023-12-12
500. TEXAS INSTRUMENTS INC.   2012-05-22 2023-12-12
250. THERMO ELECTRON CORP W/1 RT/SH   2008-06-10 2023-12-12
250. TRAVELERS COS INC   2009-12-02 2023-12-12
240000. US TREASURY N/B 1.75% 07/31/2024     2023-12-14
200000. US TREASURY N/B 2.25% 03/31/2024   2022-05-02 2023-12-14
650. SPDR SER TR   2022-07-06 2023-12-26
777. ISHARES TR   2021-01-20 2023-12-28
320. SPDR SER TR   2022-07-06 2023-12-28
333. VERALTO CORP.     2023-12-28
CAPITAL GAIN DIVIDENDS P    
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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 47,921   1,118 46,803
b 63,394   7,040 56,354
c 17,800   4,367 13,433
d 58,997   562 58,435
e 30,942   2,118 28,824
198,023   191,305 6,718
150,000   150,687 -687
100,000   99,281 719
150,000   150,234 -234
150,000   148,733 1,267
100,000   97,893 2,107
25,259   4,138 21,121
85,448   11,957 73,491
100,000   100,020 -20
100,000   99,621 379
100,000   99,952 48
100,000   102,270 -2,270
94,125   100,586 -6,461
100,000   102,642 -2,642
166,955   173,771 -6,816
147,840   135,972 11,868
100,000   92,837 7,163
113,876   16,550 97,326
38,897   1,921 36,976
73,226   17,468 55,758
100,000   104,949 -4,949
150,000   149,315 685
87,765   95,000 -7,235
86,219   2,390 83,829
115,729   14,080 101,649
114,293   7,220 107,073
129,605   16,550 113,055
112,607   1,124 111,483
38,451   2,825 35,626
99,996   99,934 62
149,994   149,338 656
100,000   97,855 2,145
100,000   101,690 -1,690
96,225   78,565 17,660
150,000   150,076 -76
87,029   46,860 40,169
74,347   1,677 72,670
36,949   8,734 28,215
77,202   675 76,527
45,694   5,978 39,716
33,951   16,792 17,159
36,325   52,475 -16,150
59,552   64,275 -4,723
48,480   53,413 -4,933
63,061   86,505 -23,444
47,730   27,621 20,109
41,502   61,030 -19,528
79,245   93,103 -13,858
90,014   111,638 -21,624
46,430   54,408 -7,978
67,477   72,029 -4,552
38,666   956 37,710
27,160   15,057 12,103
65,745   39,497 26,248
44,050   50,785 -6,735
108,861   16,422 92,439
68,567   39,703 28,864
42,462   13,201 29,261
150,000   149,996 4
170,583   176,080 -5,497
79,286   91,408 -12,122
20,185   23,204 -3,019
250,000   249,410 590
23   12 11
150,000   149,748 252
35,485   956 34,529
34,806   4,138 30,668
48,704   34,195 14,509
24,138   34,804 -10,666
119,184   131,206 -12,022
54,117   8,211 45,906
52,210   40,066 12,144
33,168   42,083 -8,915
21,435   14,632 6,803
144,769   30,535 114,234
348,551   371,838 -23,287
82,802   89,469 -6,667
100,000   105,890 -5,890
56,706   69,608 -12,902
71,838   34,477 37,361
120,109   109,880 10,229
48,410   19,810 28,600
78,929   14,675 64,254
124,328   14,561 109,767
45,836   13,201 32,635
235,013   246,736 -11,723
198,266   198,289 -23
19,835   19,609 226
81,415   91,057 -9,642
9,766   9,654 112
27,747   11,549 16,198
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
      29,201
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       46,803
b       56,354
c       13,433
d       58,435
e       28,824
      6,718
      -687
      719
      -234
      1,267
      2,107
      21,121
      73,491
      -20
      379
      48
      -2,270
      -6,461
      -2,642
      -6,816
      11,868
      7,163
      97,326
      36,976
      55,758
      -4,949
      685
      -7,235
      83,829
      101,649
      107,073
      113,055
      111,483
      35,626
      62
      656
      2,145
      -1,690
      17,660
      -76
      40,169
      72,670
      28,215
      76,527
      39,716
      17,159
      -16,150
      -4,723
      -4,933
      -23,444
      20,109
      -19,528
      -13,858
      -21,624
      -7,978
      -4,552
      37,710
      12,103
      26,248
      -6,735
      92,439
      28,864
      29,261
      4
      -5,497
      -12,122
      -3,019
      590
      11
      252
      34,529
      30,668
      14,509
      -10,666
      -12,022
      45,906
      12,144
      -8,915
      6,803
      114,234
      -23,287
      -6,667
      -5,890
      -12,902
      37,361
      10,229
      28,600
      64,254
      109,767
      32,635
      -11,723
      -23
      226
      -9,642
      112
      16,198
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,923,156
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
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 right arrow 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) 1 40,186
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 40,186
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 40,186
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 38,560
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,834
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,394
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,208
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,208 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowHUNTINGTON NATIONAL BANK Telephone no.right arrow (614) 331-9046

Located atright arrowPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4right arrow43216
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HUNTINGTON NATIONAL BANK TRUSTEE
4 		167,848    
PO Box 1558 Dept EA5W86
Columbus,OH43216
LAWRENCE R HOOVER CHAIRPERSON
4 		0    
400 MARKET AVE N STE 210
CANTON,OH44702
TIMOTHY D SCHILTZ COMMITTEE MEMBER
1 		0    
400 MARKET AVE N STE 210
CANTON,OH44702
CHARLES H HOOVER COMMITTEE MEMBER
1 		0    
400 MARKET AVE N STE 210
CANTON,OH44702
TIMOTHY R HOOVER COMMITTEE MEMBER
1 		0    
400 MARKET AVE N STE 210
CANTON,OH44702
TERRY A MOORE COMMITTEE MEMBER
1 		0    
400 MARKET AVE N STE 210
CANTON,OH44702
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
KEYBANK INVESTMENT MANAGEMEN 87,491
127 PUBLIC SQUARE
CLEVELAND,OH44114
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
56,700,285
b
Average of monthly cash balances.......................
1b
691,800
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
57,392,085
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
57,392,085
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
860,881
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
56,531,204
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,826,560
Part X
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 IX, line 6..................
1
2,826,560
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,186
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,186
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,786,374
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,786,374
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 XII, line 1 ...
7
2,786,374
Part XI
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
3,991,105
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,991,105
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,786,374
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 292,428
b From 2019...... 314,214
c From 2020...... 407,056
d From 2021...... 0
e From 2022...... 872,888
f Total of lines 3a through e ........ 1,886,586
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,991,105
a Applied to 2022, 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 2023 distributable amount..... 2,786,374
e Remaining amount distributed out of corpus 1,204,731
5 Excess distributions carryover applied to 2023. 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 3,091,317
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		292,428
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,798,889
10 Analysis of line 9:
a Excess from 2019.... 314,214
b Excess from 2020.... 407,056
c Excess from 2021.... 0
d Excess from 2022.... 872,888
e Excess from 2023.... 1,204,731
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAWRENCE HOOVER
400 MARKET AVE N STE 210
CANTON,OH44702
(330) 580-2568
bThe form in which applications should be submitted and information and materials they should include:
LETTER STATING AMOUNT AND PURPOSE FOR WHICH GRANT IS REQUESTED.
cAny submission deadlines:
NONE THE FOUNDATION MAKES GIFTS AND GRANTS PRINCIPALLY TO PUBLIC-SUPPORTED
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
COMMUNITY FUNDS, HOSPITALS AND HEALTH AGENCIES,COLLEGES AND COMMUNITY ORGANIZATIONS. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AKRON CHILDRENS HOSPITAL

ONE PERKINS SQUARE
AKRON,OH44308 		NONE PC GENERAL SUPPORT 75,000

AMERICAN RED CROSS

100 S MAY AVE
ATHENS,OH45701 		NONE PC GENERAL SUPPORT 30,000

HERITAGE CHRISTIAN SCHOOL

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 41,600

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314 		NONE PC GENERAL SUPPORT 365,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE PC GENERAL SUPPORT 10,000

GREATER STARK COUNTY URBAN LEAGUE

1400 SHERRICK RD SE
CANTON,OH44707 		NONE PC GENERAL SUPPORT 10,000

BOY SCOUTS OF AMERICA

1325 W WALNUT HILL LN
IRVING,TX750380000 		NONE PC GENERAL SUPPORT 1,000,000

PATHWAY CARING FOR CHILDREN

4895 DRESSLER RD NW STE A
CANTON,OH447182571 		NONE PC GENERAL SUPPORT 25,000

AULTMAN HOSPITAL

2615 TUSCARAWAS ST W
CANTON,OH44708 		NONE PC GENERAL SUPPORT 25,000

OHIO FOUNDATION OF INDEPENDENT

250 E BROAD STREET
COLUMBUS,OH43215 		NONE PC GENERAL SUPPORT 65,000

COLLEGE OF WOOSTER

1101 N BEVER STREET
WOOSTER,OH446910000 		NONE PC GENERAL SUPPORT 1,000

GIRL SCOUTS OF NORTH EAST OHIO

1 GIRL SCOUT WAY
MACEDONIA,OH440562156 		NONE PC GENERAL SUPPORT 15,000

BOYS AND GIRLS CLUB OF MASSILLON

730 DUNCAN ST SW
MASSILLON,OH446477960 		NONE PC GENERAL SUPPORT 125,000

CANTON MUSEUM OF ART

1001 MARKET AVE N
CANTON,OH447021075 		NONE PC GENERAL SUPPORT 30,000

COMMQUEST SERVICES INC

601 CLEVELAND NW AVE
CANTON,OH447021836 		NONE PC GENERAL SUPPORT 75,000

MALONE UNIVERSITY

2600 CLEVELAND AVE NW
CANTON,OH447093308 		NONE PC GENERAL SUPPORT 280,000

WALSH UNIVERSITY

2020 E MAPLE ST
N CANTON,OH447203336 		NONE PC GENERAL SUPPORT 25,000

CANTON STUDENT LOAN FOUNDATION

4974 HIGBEE AVE NW STE 204
CANTON,OH447182562 		NONE PC GENERAL SUPPORT 10,000

STARK COMMUNITY FOUNDATION INC

400 MARKET AVE N STE 200
CANTON,OH447021557 		NONE PC GENERAL SUPPORT 296,600

OHIO OUTDOOR HISTORICAL DRAMA

PO BOX 450
NEW PHILA,OH446630450 		NONE PC GENERAL SUPPORT 5,000

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PKWY
AKRON,OH443072234 		NONE PC GENERAL SUPPORT 17,500

CAMP TUSCAZOAR FOUNDATION

PO BOX 308
ZOARVILLE,OH446560308 		NONE PC GENERAL SUPPORT 15,000

A COMMUNITY CHRISTMAS

PO BOX 20050
CANTON,OH447010050 		NONE PC GENERAL SUPPORT 5,000

STUMP HILL FARM

4325 KEMARY AVE SW
NAVARRE,OH446629758 		NONE PC GENERAL SUPPORT 50,000

TEAM NEO FOUNDATION

1111 SUPERIOR AVE E STE 1600
CLEVELAND,OH441142552 		NONE PC GENERAL SUPPORT 25,000

AKRON ZOOLOGICAL PARK

500 EDGEWOOD AVE
AKRON,OH443072114 		NONE PC GENERAL SUPPORT 5,000

ARTS IN STARK

900 CLEVELAND AVE NW
CANTON,OH447021812 		NONE PC GENERAL SUPPORT 240,800

CULVER EDUCATIONAL FOUNDATION

1300 ACADEMY ROAD NO 159
CULVER,IN465111234 		NONE PC GENERAL SUPPORT 14,000

COMPASSION INTERNATIONAL

12290 VOYAGER PARKWAY
COLORADO SPRINGS,CO80921 		NONE PC GENERAL SUPPORT 5,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 10,000

VANDERBILT UNIVERSITY

STATION B BOX 351826
NASHVILLE,TN372350001 		NONE PC GENERAL SUPPORT 100

HEALTH

18493 NW 22ND ST
PEMBROKE PNES,FL330293811 		NONE PC GENERAL SUPPORT 5,000

JUNIOR ACHIEVEMENT USA

12320 ORACLE BLVD
COLORADO SPGS,CO809213660 		NONE PC GENERAL SUPPORT 20,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303 		NONE PC GENERAL SUPPORT 50,000

CANTON SYMPHONY ORCHESTRA

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 55,000

COMMUNITY BUILDING PARTNERSHIP

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 75,000

JRC

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 29,300

STARK ECONOMIC DEVELOPMENT BOARD

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 41,000

STARK EDUCATION PARTNERSHIP

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 87,000

TURNING POINT OF STARK COUNTY

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 35,000

ACCESS HEALTH CARE STARK COUNTY

408 9TH ST SW
CANTON,OH44707 		NONE PC GENERAL SUPPORT 20,000

BEACON CHARITABLE PHARMACY

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 25,000

CANTON EX NEWSBOYS

408 9TH ST SW
CANTON,OH44707 		NONE PC GENERAL SUPPORT 5,000

CANTON CONCERT BAND

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 6,000

CITY OF NORTH CANTON

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 500

COLLEGE ACCESS & CAREER ASPIRATIONS

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 10,000

SCORE CANTON

5735 WALES AVE NW
MASSILLON,OH44646 		NONE PC GENERAL SUPPORT 10,000

DIRECTION HOME AKRON CANTON

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 4,700

EN-RICH-MENT

1014 CLEVELAND AVE NW
CANTON,OH44702 		NONE PC GENERAL SUPPORT 29,000

EXPONENT PHILHARMONIC

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 815

FIRST TEE OF CANTON

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 15,000

HAMMER & NAILS

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 36,000

HARTVILLE MIGRANT MINISTRY

PO BOX 682/ 39 SWAMP STREE NE
HARTVILLE,OH44632 		NONE PC GENERAL SUPPORT 10,000

HEART OF OHIO DIAPER BANK

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 15,000

LEADERSIP STARK COUNTY

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 15,000

MCKINLEY PRESIDENTIAL LIBRARY & MUSEUM

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 56,300

MERCERSBURG ACADEMY

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 1,000

MERCY DEVELOPMENT FOUNDATION

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 30,000

MERCY HOSPITAL SERVICE LEAGUE

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 25,000

MUSKINGUM UNIVERSITY

10 COLLEGE DR
CONCORD,OH43762 		NONE PC GENERAL SUPPORT 650

NATIONAL FIRST LADIES LIBRARY & MUSEUM

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 25,000

NORTH CANTON COMMUNITY

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 30,000

NORTH CANTON HERITAGE SOCIETY

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 50,000

PRISON DISCIPLESHIP MINISTRY

PO BOX 283
POWHATAN,VA23139 		NONE PC GENERAL SUPPORT 10,000

REFUGE OF HOPE MINISTRIES

715 2ND ST NE
CANTON,OH44704 		NONE PC GENERAL SUPPORT 10,000

STARK STATE COLLEGE

6200 FRANK AVE NW
NORTH CANTON,OH44720 		NONE PC GENERAL SUPPORT 25,000

THE GOLDEN KEY

2302 PARKLAKE DRIVE SUITE 630
ATLANTA,GA30345 		NONE PC GENERAL SUPPORT 100,000

TOMTOD IDEAS

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 20,000

WATOES OUTREACH PROGRAM

1125 GROSS AVE NE
CANTON,OH44705 		NONE PC GENERAL SUPPORT 10,000

ZOAR COMMUNITY ASSOCIATION

C/O HUNTINGTON NATIONAL BANK
COLUMBUS,OH43216 		NONE PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 3,898,865
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 1,138,571  
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 1,923,156  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 3,081  
bPARTNERSHIP/S-CORP     1 11,519  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,076,327  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,076,327
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Statement:
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

TY 2023 InvestmentsCorpBondsSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Name of Bond End of Year Book Value End of Year Fair Market Value
037833AK6 APPLE INC    
05348EAR0 AVALONBAY CMNTYS INC    
25466AAK7 DISCOVER BK NEW CAST    
70450YAC7 PAYPAL HLDGS INC 151,035 146,677
912828VB3 US TREASURY NOTE 1.7    
912828Z94 US TREASURY N/B 1.5% 161,127 130,781
037833DN7 APPLE INC 213,397 188,543
437076AZ5 HOME DEPOT INC    
86562MBV1 SUMITOMO MITSUI FINL 202,834 194,077
713448CG1 PEPSICO INC    
778296AA1 ROSS STORES INC 154,601 147,489
91324PCC4 UNITEDHEALTH GROUP I    
747525AU7 QUALCOMM INC 215,660 193,386
29736RAN0 ESTEE LAUDER COS INC 158,339 145,701
61761JVL0 MORGAN STANLEY 149,600 148,153
78015K7H1 ROYAL BANK OF CANADA 152,886 142,200
91159HHX1 U S BANCORP MEDIUM T 157,380 147,413
14913Q3B3 CATERPILLAR FINL SER 152,535 146,282
59562VAY3 MIDAMERICAN ENERGY H    
89114RXN1 TORONTO-DOMINION BAN 149,775 146,795
912828P79 US TREASURY N/B 1.5%    
06406RAG2 BANK OF NY MELLON CO    
110122CY2 BRISTOL MYERS SQUIBB    
200340AS6 COMERICA INC    
9128285M8 US T-NOTES 3.125% 11 360,598 289,969
912828T91 US TREASURY N/B 1.62    
740189AG0 PRECISION CASTPARTS    
3134G3Z52 FHLMC 2% 06/19/2023-    
14040HBD6 CAPITAL ONE FINL COR    
30040WAD0 EVERSOURCE ENERGY 102,000 97,954
69371RQ90 PACCAR FINL CORP MED    
9128284N7 US TREASURY N/B 2.87 232,180 191,875
9128283U2 US TREASURY N/B 2.37    
9128284S6 US TREASURY N/B 2.75    
912828M56 UNITED STATES TREAS 198,012 192,625
06051GFF1 BANK AMER CORP 101,686 99,650
912828Y95 US TREASURY N/B 1.87 277,949 250,673
142339AG5 CARLISLE COS INC 103,237 98,138
912828ZC7 US TREASURY N/B 1.12 151,225 144,047
020002BH3 ALLSTATE CORP 149,750 138,233
370334CL6 GENERAL MLS INC 218,484 180,435
91282CDB4 US TREASURY N/B .625 149,619 145,031
3135G05Y5 FNMA .75% 10/08/2027 146,102 133,156
3135G0Q22 FNMA 1.875% 09/24/20 157,705 141,464
02665WDS7 AMERICAN HONDA FIN C 150,189 146,200
231021AU0 CUMMINS INC 99,840 93,690
912828Y87 US TREASURY N/B 1.75    
912828ZT0 US TREASURY N/B .25% 268,082 258,973
126650DG2 CVS HEALTH CORP 191,324 162,352
91282CCA7 US TREASURY INFL IX 167,893 167,457
34959EAA7 FORTINET INC 98,887 91,557
79466LAG9 SALESFORCE INC 100,195 97,414
863667BA8 STRYKER CORP 100,686 94,564
911312BM7 UNITED PARCEL SVC IN 306,643 263,350
37045XBQ8 GENERAL MTRS FINL CO 189,488 170,004
437076BT8 HOME DEPOT INC 215,018 190,154
06051GJF7 BANK AMER CORP 265,199 224,544
26442CAX2 DUKE ENERGY CAROLINA 207,557 172,325
91282CBC4 US TREASURY N/B .375 147,064 139,031
63743HEU2 NATIONAL RURAL UTILI 149,412 149,171
009158BC9 AIR PRODS & CHEMS IN 209,914 174,845
808513BN4 SCHWAB CHARLES CORP 100,340 98,937
9128285U0 US TREASURY N/B 2.62    
912828P46 US TREASURY N/B 1.62 257,588 236,953
00206RJY9 AT&T INC 184,147 153,133
384802AE4 GRAINGER W W INC 156,981 144,552
46647PBL9 JPMORGAN CHASE & CO 251,201 215,798
14040HBT1 CAPITAL ONE FINL COR 158,730 147,383
67066GAL8 NVIDIA CORP 100,236 97,764
912828B66 US TREASURY BOND 2.7 100,730 99,672
91282CFN6 US TREASURY N/B 4.25 99,891 99,484
912828X70 US TREASURY N/B 2% 0 151,354 148,383
717081EX7 PFIZER INC 141,639 142,025
294429AQ8 EQUIFAX INC 99,274 97,399
29365PAP7 ENTERGY GULF STS LA    
91282CFF3 US TREASURY N/B 2.75 119,353 119,234
912828YH7 UNITED STATES TREAS 150,035 146,203
91282CDV0 US TREASURY .875% 149,098 149,461
91282CDY4 US TREASURY N/B 1.87 170,992 172,156
260003AM0 DOVER CORP 150,386 144,940
3130ASD22 FHLB 3.59% 06/29/202 200,000 193,394
912828P38 US TREASURY N/B 1.75    
80282KBB1 SANTANDER HLDGS USA 230,067 218,268
91282CFU0 US TREASURY N/B 4.12 217,427 216,445
316773CY4 FIFTH THIRD BANCORP 150,426 145,104
9128286Z8 US TREASURY N/B 1.75 150,270 147,469
38150ALR4 GOLDMAN SACHS GROUP 150,000 149,133
58013MFL3 MCDONALDS CORP MEDIU 147,452 142,032
9128285D8 US TREASURY N/B 2.87    
912828S35 US TREASURY N/B 1.37    
00440EAV9 ACE INA HLDGS INC 52,898 48,625
3134GXXR0 FHLMC 3.32% 06/30/20 175,000 171,477
91282CEG2 US TREASURY N/B 2.25    
06368FAE9 BANK MONTREAL MEDIUM 149,921 144,422
172967MY4 CITIGROUP INC 71,094 70,508
26442CBJ2 DUKE ENERGY CAROLINA 166,655 168,280
55279HAV2 MFRS & TRADERS TR CO 147,933 146,705
882508CB8 TEXAS INSTRUMENTS IN 107,478 108,872
883556CT7 THERMO FISHER SCIENT 151,338 152,974
912810ET1 US TREASURY BOND 7.6 263,252 258,125
912810EW4 U S TREASURY BOND 6. 153,568 154,734
9128286T2 US TREASURY N/B 2.37 162,531 162,367
912828ZE3 US TREASURY N/B .625 87,219 89,906
91282CBS9 US TREASURY N/B 1.25 238,465 242,156
91282CFM8 US TREASURY N/B 4.12 149,484 151,031
91282CFX4 US TREASURY N/B 4.5% 150,908 149,461
91282CGG0 US TREASURY N/B 4.12 150,006 149,086
91282CGR6 US TREASURY N/B 4.62 249,600 252,227
91282CGU9 US TREASURY N/B 3.87 150,340 148,688
91282CHC8 US TREASURY N/B (C-2 103,922 110,544
91282CHL8 US TREASURY N/B 4.62 99,625 100,250
91282CHM6 US TREASURY N/B 4.5% 149,854 151,453
91282CHU8 US TREASURY N/B 4.37 149,900 151,078
91282CHV6 US TREASURY N/B 5% 0 249,854 252,344
91282CHY0 US TREASURY N/B 4.62 100,051 101,406
91282CJE2 US TREASURY N/B 5% 1 139,913 141,619
91282CJG7 US TREASURY N/B 4.87 136,619 142,973
91282CJL6 US TREASURY N/B 4.87 277,600 277,879
91282CJP7 US TREASURY N/B 4.37 131,092 131,341

TY 2023 InvestmentsCorpStockSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Name of Stock End of Year Book Value End of Year Fair Market Value
461202103 INTUIT 120,603 375,018
02079K305 ALPHABET INC 283,088 838,140
030420103 AMERICAN WTR WKS CO 34,929 131,990
00724F101 ADOBE SYS INC 5,940 298,300
166764100 CHEVRON CORP NEW 156,723 596,640
253868103 DIGITAL RLTY TR INC 143,250 134,580
46625H100 JPMORGAN CHASE & CO 252,691 807,975
65339F101 NEXTERA ENERGY INC 130,383 303,700
67103H107 O'REILLY AUTOMOTIVE 40,449 142,512
773903109 ROCKWELL AUTOMATION 58,333 77,620
G29183103 EATON CORP PLC 129,138 602,050
464287499 ISHARES TR 542,937 1,029,923
031162100 AMGEN INC 58,860 288,020
037833100 APPLE INC 268,640 2,233,348
071813109 BAXTER INTL INC    
097023105 BOEING CO 68,390 130,330
20825C104 CONOCOPHILLIPS 56,175 116,070
22160K105 COSTCO WHOLESALE COR 102,320 660,080
254687106 DISNEY WALT CO 73,538 270,870
30303M102 FACEBOOK INC CL-A 80,473 88,490
539830109 LOCKHEED MARTIN CORP 44,535 67,986
58933Y105 MERCK & CO INC NEW 72,907 218,040
75513E101 RTX CORP 82,436 210,350
872540109 TJX COS INC NEW 91,250 93,810
882508104 TEXAS INSTRS INC 42,860 255,690
883556102 THERMO FISHER SCIENT 14,561 132,698
277902698 E V ATLANTA CAP SMID 319,878 514,031
717081103 PFIZER INC 11,465 143,950
92532F100 VERTEX PHARMACEUTICA 108,878 203,445
46432F842 ISHARES TR 410,884 527,625
032654105 ANALOG DEVICES INC 115,615 198,560
532457108 LILLY ELI & CO 153,723 582,920
55261F104 M & T BK CORP    
824348106 SHERWIN WILLIAMS CO 104,691 514,635
92343V104 VERIZON COMMUNICATIO 176,446 226,200
92939U106 WEC ENERGY GROUP INC    
04314H667 ARTISAN PARTNERS FDS 500,000 676,039
580135101 MCDONALDS CORP 106,858 785,752
464287507 ISHARES TR 1,039,378 2,050,910
464287465 ISHARES TR 1,316,863 1,589,885
020002101 ALLSTATE CORP 11,508 139,980
17275R102 CISCO SYS INC 214,677 404,160
22822V101 CROWN CASTLE INC 93,633 115,190
28176E108 EDWARDS LIFESCIENCES 68,955 152,500
30231G102 EXXON MOBIL CORP 65,398 339,932
87612E106 TARGET CORP 82,445 142,420
88160R101 TESLA INC 73,160 124,240
89417E109 TRAVELERS COS INC 25,214 95,245
464287234 ISHARES TR 690,244 643,360
464287804 ISHARES TR 1,518,958 2,110,875
149123101 CATERPILLAR INS 115,924 591,340
437076102 HOME DEPOT INC 84,480 831,720
458140100 INTEL CORP 3,750 150,750
007903107 ADVANCED MICRO DEVIC 101,428 221,115
025816109 AMERICAN EXPRESS CO 106,130 187,340
244199105 DEERE & CO 40,255 399,870
46120E602 INTUITIVE SURGICAL I 180,003 337,360
478160104 JOHNSON & JOHNSON 106,314 313,480
742718109 PROCTER & GAMBLE CO 189,795 219,810
855244109 STARBUCKS CORP 18,280 192,020
921937710 VANGUARD BD INDEX FD 255,598 993,793
256206103 DODGE & COX FDS 450,000 499,195
26441C204 DUKE ENERGY CORP NEW 47,110 97,040
67066G104 NVIDIA CORP 305,824 990,440
701094104 PARKER-HANNIFIN CORP 59,328 115,175
871829107 SYSCO CORP 75,923 109,695
91324P102 UNITEDHEALTH GROUP I 407,693 737,058
92826C839 VISA INC 227,704 650,875
G1151C101 ACCENTURE PLC-CL A 24,600 175,455
921937686 VANGUARD BD INDEX FD 561,297 1,011,737
464287176 ISHARES TR 202,020 214,980
235851102 DANAHER CORP 87,579 231,340
02079K107 ALPHABET INC 132,913 845,580
023135106 AMAZON COM INC 371,374 1,747,310
09247X101 BLACKROCK INC 79,398 202,950
337738108 FISERV INC 137,842 265,680
438516106 HONEYWELL INTL INC 70,668 104,855
654106103 NIKE INC 24,633 162,855
713448108 PEPSICO INC 78,606 305,712
74340W103 PROLOGIS INC 94,866 199,950
863667101 STRYKER CORP    
H1467J104 CHUBB LTD 111,080 226,000
98978V103 ZOETIS INC 95,866 187,502
46434G103 ISHARES INC 278,143 252,900
110122108 BRISTOL MYERS SQUIBB 25,475 128,275
002824100 ABBOTT LABS 35,796 165,105
594918104 MICROSOFT CORP 221,622 2,820,300
91913Y100 VALERO ENERGY CORP N 91,492 325,000
931142103 WAL MART STORES INC 190,370 252,240
887389104 TIMKEN CO 29,884 200,375
907818108 UNION PAC CORP 14,123 245,620
464288638 ISHARES TR 203,974 195,000
060505104 BANK AMER CORP 262,506 336,700
11135F101 BROADCOM INC 215,107 558,125
444859102 HUMANA INC 96,888 114,453
053484101 AVALONBAY CMNTYS INC    
464288612 ISHARES TR 528,175 472,153
169656105 CHIPOTLE MEXICAN GRI 185,172 285,870
260557103 DOW INC    
231021106 CUMMINS INC 186,042 191,656
09260B747 BLACKROCK FDS V    
78468R200 SPDR SER TR 377,098 382,375
053015103 AUTOMATIC DATA PROCE    
13321L108 CAMECO CORP 106,022 215,500
09857L108 BOOKING HLDGS INC 55,322 88,681
579780206 MCCORMICK & CO INC    
674599105 OCCIDENTAL PETE CORP    
723787107 PIONEER NAT RES CO 120,356 112,440
00287Y109 ABBVIE INC 69,095 77,485
256677105 DOLLAR GEN CORP NEW    
00206R102 AT&T INC    
21036P108 CONSTELLATION BRANDS 51,424 48,350
911312106 UNITED PARCEL SVC IN    
25746U109 DOMINION ENERGY INC 83,403 47,000
025537101 AMERICAN ELEC PWR CO 90,992 81,220
26875P101 EOG RES INC 132,555 120,950
609207105 MONDELEZ INTL INC 65,750 72,430
G5494J103 LINDE PLC    
78464A698 SPDR SER TR 234,669 209,720
81762P102 SERVICENOW INC 87,333 123,636
03027X100 AMERICAN TOWER CORP 51,274 53,970
036752103 ANTHEM INC 24,251 23,578
049560105 ATMOS ENERGY CORP 60,575 57,950
084670702 BERKSHIRE HATHAWAY C 52,226 53,499
101137107 BOSTON SCIENTIFIC CO 27,985 28,905
20030N101 COMCAST CORP NEW 31,740 32,888
291011104 EMERSON ELEC CO 43,390 48,665
369604301 GENERAL ELEC CO 27,442 31,908
64110L106 NETFLIX INC 34,888 36,516
666807102 NORTHROP GRUMMAN COR 110,614 117,035
79466L302 SALESFORCE.COM INC 71,574 85,521
871607107 SYNOPSYS INC 79,075 77,237
872590104 T-MOBILE US INC 27,604 32,066
92338C103 VERALTO CORP. 11,549 27,393
929160109 VULCAN MATLS CO 176,127 181,608
949746101 WELLS FARGO & CO NEW 164,199 196,880
G54950103 LINDE PLC 115,327 154,016
G8473T100 STERIS PLC 172,837 175,880

TY 2023 InvestmentsOtherSchedule2
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STARK BOARD OF TRADE LLC AT COST 586,220 586,220

TY 2023 OtherDecreasesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Description Amount
MUTUAL FUND TIMING ADJ 7,486
CY PURCHASE OF ACCRUED INTEREST 6,064
CY PENDING SALES 6,668
PY PENDING SALES 7,261
ROC ON CY SALES 1,199
TAX LOT BASIS ADJ 7


TY 2023 OtherExpensesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE EXPENSES 6,866 0   6,866
STATE FILING/TAX PAYMENT 200 0   200


TY 2023 OtherIncomeSchedule2
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 3,081 3,081  
FROM PARTNERSHIP/S-CORP 11,519 11,519  


TY 2023 OtherProfessionalFeesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 87,491 87,491    


TY 2023 TaxesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,588 7,588   0
FEDERAL TAX PAYMENT - PRIOR YE 1,129 0   0
FEDERAL ESTIMATES - PRINCIPAL 26,617 0   0
FOREIGN TAXES ON NONQUALIFIED 2,612 2,612   0