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 07-01-2023 , and ending 06-30-2024
Name of foundation
HOOVER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)860 E 86TH STREET 5
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46240
A Employer identification number

35-1873953
B Telephone number (see instructions)

(317) 815-9553
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$15,284,753J 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 right arrow.............
3 Interest on savings and temporary cash investments 64 64  
4 Dividends and interest from securities... 346,056 346,056  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
342,720
b Gross sales price for all assets on line 6a 1,900,872
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
600 600  
12 Total. Add lines 1 through 11........ 689,440 346,720  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 245,292 4,906   246,386
14 Other employee salaries and wages...... 6,000     6,000
15 Pension plans, employee benefits....... 147,719 2,954   144,765
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,445 40   9,395
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
69,980     69,980
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,190     17,190
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,187 4,231   14,956
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 514,813 12,131   508,672
25 Contributions, gifts, grants paid....... 518,944 518,944
26 Total expenses and disbursements. Add lines 24 and 25 1,033,757 12,131   1,027,616
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -344,317
b Net investment income (if negative, enter -0-) 334,589
c Adjusted net income (if negative, enter -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............. 192,002 301,872 301,878
2 Savings and temporary cash investments......... 1,082,504 396,909 396,909
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 7,067,945 Click to see attachment
List of Attached Documents:
// Content
6,781,175 		12,588,762
c Investments—corporate bonds (attach schedule)....... 1,539,293 Click to see attachment
List of Attached Documents:
// Content
2,056,372 		1,990,077
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)..........      
14 Land, buildings, and equipment: basis right arrow6,665
Less: accumulated depreciation (attach schedule) right arrow6,665      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,028 		Click to see attachment
List of Attached Documents:
// Content
7,127 		Click to see attachment
List of Attached Documents:
// Content
7,127
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,887,772 9,543,455 15,284,753
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........... 9,887,772 9,543,455
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........    
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)..... 9,887,772 9,543,455
30 Total liabilities and net assets/fund balances (see instructions). 9,887,772 9,543,455
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
9,887,772
2
Enter amount from Part I, line 27a .....................
2
-344,317
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,543,455
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,543,455
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 4,651
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  
3 Add lines 1 and 2........................... 3 4,651
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,651
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,431
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,431
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 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,232
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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
 
 
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 arrowIN
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 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 arrowWWW.HOOVERFF.ORG
14
The books are in care ofright arrowDAVID C HOOVER Telephone no.right arrow (317) 815-9553

Located atright arrow860 E 86TH STREET SUITE 5INDIANAPOLISIN ZIP+4right arrow46240
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
DAVID C HOOVER PRESIDENT
30.00 		127,839 34,421 0
860 E 86TH STREET SUITE 5
INDIANAPOLIS,IN46240
CYNTHIA K HOOVER VICE PRESIDE
30.00 		6,250 0 0
860 E 86TH STREET SUITE 5
INDIANAPOLIS,IN46240
GLEN H FRIEDMAN EXECUTIVE DI
35.00 		111,203 94,002 0
860 E 86TH STREET RM 5
INDIANAPOLIS,IN46240
ANNE HOOVER DIRECTOR
5.00 		0 0 0
860 E 86TH STREET RM 5
INDIANAPOLIS,IN46240
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  
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A  
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
8,722,392
b
Average of monthly cash balances.......................
1b
986,646
c
Fair market value of all other assets (see instructions)................
1c
7,127
d
Total (add lines 1a, b, and c).........................
1d
9,716,165
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
9,716,165
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
145,742
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,570,423
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
478,521
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
478,521
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,651
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,651
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
473,870
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
473,870
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
473,870
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
1,027,616
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,027,616
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 7 473,870
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 421,258
b From 2019...... 413,902
c From 2020...... 499,982
d From 2021...... 615,603
e From 2022...... 613,583
f Total of lines 3a through e ........ 2,564,328
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,027,616
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 473,870
e Remaining amount distributed out of corpus 553,746
5 Excess distributions carryover applied to 2023.    
(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 3,118,074
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		421,258
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,696,816
10 Analysis of line 9:
a Excess from 2019.... 413,902
b Excess from 2020.... 499,982
c Excess from 2021.... 615,603
d Excess from 2022.... 613,583
e Excess from 2023.... 553,746
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HOOVER FAMILY FOUNDATION
860 E 86TH STREET SUITE 5
INDIANAPOLIS,IN462401806
(317) 815-9553
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION AND INFORMATION ARE AVAILABLE ON THE HOOVER FAMILY FOUNDATION WEBSITE HTTP://WWW.HOOVERFF.ORG. A COPY OF THE GUIDELINES AND HOW TO APPLY INFORMATION ARE AVAILABLE ON THE WEBSITE.
cAny submission deadlines:
PERIODIC APPLICATION DEADLINES ARE MARCH 1ST, JULY 1ST AND NOVEMBER 1ST.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE THE HOOVER FAMILY FOUNDATION WEBSITE FOR RESTRICTIONS AND LIMITATIONS ON AWARDS. HTTP://WWW.HOOVERFF.ORG
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

ACE MENTOR PROGRAM OF OREGON

PO BOX 15007
PORTLAND,OR97293 		NONE CHARITY CAREER MENTORING & SUMMER ENRICHMENT 5,000

ADELANTE MUJERES

2030 MAIN STREET SUITE A
FOREST GROVE,OR97116 		NONE CHARITY EMPRESAS SMALL BUSINESS FOR LATINE 8,000

AGAPE VILLAGE

9715 SE POWELL BLVD
PORTLAND,OR97266 		NONE CHARITY HOUSING RETENTION SERVICES 7,500

AMERICAN RED CROSS OF CENTRAL IN

1510 N MERIDIAN STREET
INDIANAPOLIS,IN46202 		NONE CHARITY HOME FIRE RELIEF ASSISTANCE 10,000

AT YOUR SCHOOL

4701 KEYSTONE AVE 475
INDIANAPOLIS,IN46205 		NONE CHARITY BEFORE/AFTER SCHOOL PROGRAM 10,000

BEAVERTON RESOURCE CENTER

13565 SW WALKER ROAD
BEAVERTON,OR97005 		NONE CHARITY CALL CENTER STAFFING FOR REFERRAL 7,500

BIG BROTHERS BIG SISTERS OF INDIANA

1433 N MERIDIAN STREET
INDIANAPOLIS,IN46202 		NONE CHARITY ECONOMIC EMPOWERMENT PROGRAM 10,000

BRADLEY ANGLE

5432 N ALBINA
PORTLAND,OR97217 		NONE CHARITY ECONOMIC EMPOWERMENT PROGRAM 15,000

CASA FOR CHILDREN

1401 NE 68TH AVENUE
PORTLAND,OR97213 		NONE CHARITY VOLUNTEER ADVOCACY SERVICES 8,000

CENTER FOR INTERFAITH

1100 W 42ND ST 125
INDIANAPOLIS,IN46208 		NONE CHARITY AMERICORPS MEMBER SITE SUPPORT 9,000

CHILDREN'S CENTER

1713 PENN LANE
OREGON CITY,OR97045 		NONE CHARITY TRAUMA INFORMED ASSESSMENT PROGRAM 8,000

CHILDREN'S MUSEUM OF INDIANAPOLIS

3000 N MERIDIAN STREET
INDIANAPOLIS,IN46208 		NONE CHARITY LEARNING NAVIGATORS SERVICE 10,000

CLACKAMAS WOMEN'S SERVICES

256 WARNER MILNE ROAD
OREGON CITY,OR97045 		NONE CHARITY YOUTH ADVOCATES FOR STUDENT 8,000

COLLEGE POSSIBLE

532 SE GRAND AVE
PORTLAND,OR97214 		NONE CHARITY INTENSIVE COLLEGE ACCESS PROGRAMS 5,000

COMMUNITY CYCLING CENTER

1700 NE ALBERTA STREET
PORTLAND,OR97211 		NONE CHARITY EXPAND YEAR ROUND PROGRAMMING 6,000

COMMUNITY TRANSITIONAL SCHOOL

6601 NE KILLINGSWORTH ST
PORTLAND,OR97218 		NONE CHARITY TRANSPORTATION PROGRAM FOR HOMELESS 8,000

CONNER PRAIRIE MUSEIUM

13400 ALLISON VILLE ROAD
FISHER,IN46038 		NONE CHARITY WE CAN CAMP PROGRAM 5,000

CROSSROADS REHABILITATION CENTER

4740 KINGSWAY DRIVE
INDIANAPOLIS,IN46205 		NONE CHARITY BE STRONG FAMILIES PEER SUPPORT 6,000

ECUMENICAL MINISTRIES OF OREGON

245 S BANCROFT ST SUITE B
PORTLAND,OR97239 		NONE CHARITY DAILY BREAD EXPRESS SUPPORT 8,000

FRIENDLY HOUSE

2617 NW SAVIER ST
PORTLAND,OR97210 		NONE CHARITY CLIENT ASSISTANCE PROGRAMS 7,500

FRIENDS INVOLVED IN DOG OUTREACH

PO BOX 3265
OREGON CITY,OR97045 		NONE CHARITY PET FOOD/SUPPLIES FOR LOW INCOME 5,000

GROW PORTLAND

4814 NE 7TH AVE
PORTLAND,OR97211 		NONE CHARITY SCHOOL GARDEN PROGRAMMING 8,000

HEAR INDIANA

4740 KINGSWAY DRIVE 33
INDIANAPOLIS,IN46205 		NONE CHARITY SUMMER CAMP FOR DEAF/HARD OF HEARING 5,000

HOME PLATE YOUTH SERVICES

PO BOX 1413
BEAVERTON,OR97075 		NONE CHARITY DROP IN CENTER FOR HOMELESS YOUTH 8,000

HOPE ACADEMY

3919 MADISON AVE STE 100
INDIANAPOLIS,IN46227 		NONE CHARITY GUIDING PATHS TO SUCCESS PROGRAM 10,000

HUMAN SOLUTIONS - OUR JUST FUTURE

10550 NE HALSEY STREET
PORTLAND,OR97220 		NONE CHARITY RESIDENT SERVICES TEAM SUPPORT 8,000

HUMANE SOCIETY OF INDIANAPOLIS

7929 MICHIGAN ROAD
INDIANAPOLIS,IN46268 		NONE CHARITY PET RESOURCE CENTER FOR LOW INCOME 7,000

IMPACT NW

10055 E BURNSIDE STREET
PORTLAND,OR97216 		NONE CHARITY HOMELESS PREVENTION SERVICES 8,000

INDIANA CANINE ASSISTANT NETWORK

5100 CHARLES CT STE 100
ZIONSVILLE,IN46077 		NONE CHARITY TEAM TRAINING FOR DOGS & PARTNERS 10,000

INDIANAPOLIS NEIGHBORHOOD HOUSING

3550 N WASHINGTON BLVD
INDIANAPOLIS,IN46205 		NONE CHARITY POST PURCHASE MORTGAGE COUNSELING 10,000

INDIANAPOLIS UNITED METHODIST
CHILDREN'S HOME FOUNDATION
9333 N MERIDIAN STREET
INDIANAPOLIS,IN46260 		NONE CHARITY TECHNICAL EQUIPMENT FOR EDUCATION 7,101

INSIGHT ALLIANCE

1621 NE 2ND AVENUE
PORTLAND,OR97232 		NONE CHARITY WRAP AROUND SERVICES FOR COMMUNITY 7,500

JEWISH COMMUNITY CENTER

6701 HOOVER ROAD
INDIANAPOLIS,IN46260 		NONE CHARITY MESH INITIATIVE SUMMER PROGRAM 5,000

KINDRED PARTNERS

PO BOX 2241
BEAVERTON,OR97075 		NONE CHARITY SAFE FAMILIES FOR CHILDREN PROGRAM 6,009

KINSHIP HOUSE

1823 NE 8TH AVENUE
PORTLAND,OR97230 		NONE CHARITY MENTAL HEALTH THERAPY - FOSTER CARE 8,000

LATINO NETWORK

410 NE 18TH AVENUE
PORTLAND,OR97232 		NONE CHARITY HIGH DOSAGE TUTORING FOR STUDENTS 8,000

LEAP (LIFE EXPANDING ADVENTURE)

806 SW BROADWAY STE 1000
PORTLAND,OR97205 		NOINE CHARITY ADVENTURE TRIPS FOR YOUTH 8,000

LITTLE RED DOOR CANCER AGENCY

1801 N MERIDIAN ST
INDIANAPOLIS,IN46202 		NONE CHARITY PROVIDE RIDES TO APPOINTMENTS 10,000

METROPOLITAN YOUTH SYMPHONY

4800 S MACADAM AVE 105
PORTLAND,OR97239 		NONE CHARITY MUSIC ASSESS PROGRAM FOR YOUTH 5,000

NEIGHBORHOOD HOUSE

7780 SW CAPITOL HIGHWAY
PORTLAND,OR97219 		NONE CHARITY OHP ASSISTOR STAFF POSITION 8,000

NORTHWEST CATHOLIC COUNSELING CENTE

8383 NE SANDY BLVD 205
PORTLAND,OR97220 		NONE CHARITY COUNSELING FOR LOWER INCOME 8,000

OUTREACH

PO BOX 11416
INDIANAPOLIS,IN46201 		NONE CHARITY SUPPORT ARCH PROGRAM FOR HOMELESS 10,000

OREGON HUMANE SOCIETY

1067 NE COLUMBIA BLVD
PORTLAND,OR97211 		NONE CHARITY VETERINARY CARE OF LOW INCOME 7,500

OREGON SOCIETY OF ARTISTS

2185 SW PARK PLACE
PORTLAND,OR97205 		NONE CHARITY EXPAND VETERANS ART CLASSES 5,000

PEAR

338 NW 6TH AVE
PORTLAND,OR97209 		NONE CHARITY JOBS/ARTS SERVICES FOR HOMELESS 6,000

PORTLAND AUDUBON

5151 NW CORNELL ROAD
PORTLAND,OR97210 		NONE CHARITY GREEN LEADERS PROGRAM 8,000

PORTLAND COMMUNITY FOOTBALL CLUB

1631 NE BROADWAY ST 712
PORTLAND,OR97232 		NONE CHARITY FAMILY SERVICES FOR SOCCER PROGRAM 5,000

PARROTT CREEK CHILD & FAMILY

1001 MOLALLA AVE 209
OREGON CITY,OR97045 		NONE CHARITY RESIDENTAL TREATMENT PROGRAM 8,000

PORTLAND ANIMAL WELFARE TEAM

1718 NE 82ND AVENUE
PORTLAND,OR97206 		NONE CHARITY PROVIDE VETERINARY SERVICES 5,000

PORTLAND RESCUE MISSION

PO BOX 3713
PORTLAND,OR97208 		NONE CHARITY VOCATIONAL SKILLS LEAD STAFF MEMBER 8,000

PORTLAND YOUTHBUILDERS

4816 SE 92ND
PORTLAND,OR97266 		NONE CHARITY CASE MANAGEMENT AND CAREER COACHING 6,000

PRO 100 (TEEN WORKS)

2820 N MERIDIAN ST 1250
INDIANAPOLIS,IN46208 		NONE CHARITY TRANSITION MANAGER STAFF POSITION 10,000

PROJECT HOMELESS CONNECT WASHINGTON

363 SE 6TH AVE
HILLSBORO,OR97213 		NONE CHARITY SUPPORT DAY CENTER FOR HOMELESS 8,000

PUBLIC ADVOCATES IN COMMUNITY

1314 N MERIDIAN STREET
INDIANAPOLIS,IN46202 		NONE CHARITY EMPLOYMENT SERVICES & JOB READINESS 10,000

RETURNING VETERANS PROJECT

PO BOX 14035
PORTLAND,OR97293 		NONE CHARITY COMMUNITY HEALTH PROGRAM FOR VETERAN 3,000

REACH FOR YOUTH (SOUTHSIDE YOUTH)

3505 N WASHINGTON BLVD
INDIANAPOLIS,IN46205 		NONE CHARITY REACH INITIATIVE FOR HIGH NEED YOUTH 10,000

SOUTHWEST SOMALI COMMUNITY

11717 NE GLISAN STREET
PORTLAND,OR97220 		NONE CHARITY NAVIGATION SERVICES FOR IMMIGRANTS 5,000

ST ANDREW LEGAL CLINIC

2950 SE PARK STREET 200
PORTLAND,OR97214 		NONE CHARITY LEGAL ACCESS FUND FOR FAMILY LAW 5,000

ST VINCENT FOUNDATION

250 W 96TH STREET 470
INDIANAPOLIS,IN46260 		NONE CHARITY DEMENTIA CAREGIVER EDUCATION PROGRAM 5,000

STORE TO DOOR

7730 SW 31ST AVENUE
PORTLAND,OR97219 		NONE CHARITY INFORMATION & REFERRAL PROGRAM 8,000

THE SHADOW PROJECT

2154 NE BROADWAY STE 130
PORTLAND,OR97232 		NONE CHARITY READING MENTORS PROGRAM 8,000

TUCKER-MAXON SCHOOL

2860 SE HOLGATE BLVD
PORTLAND,OR97202 		NONE CHARITY SUPPORT TUTORING FOR DEAF STUDENTS 8,000

WESTMINSTER NEIGHBORHOOD SERVICES

PO BOX 11465
INDIANAPOLIS,IN46201 		NONE CHARITY CASE MANAGEMENT PROGRAM FOR STUDENTS 10,000

WALLACE MEDICAL CONCERNS

18633 SE STARK ST 401
PORTLAND,OR97233 		NONE CHARITY PROVIDE SERVICES TO HIGH NEED 7,500

WILLIAM TEMPLE HOUSE

2023 NW HOYT STREET
PORTLAND,OR97209 		NONE CHARITY SERVICE NAVIGATION PROGRAM 7,500

YOUTH RIGHTS & JUSTICE

1785 NE SANDY BLVD 300
PORTLAND,OR97232 		NONE CHARITY FAMILY DEFENSE PROJECT SERVICES 8,000

YOUTH VILLAGES OREGON

PO BOX 368
MARYLHURST,OR97036 		NONE CHARITY COMMUNITY BASED LIFESET PROGRAM 8,000

WHITE RIVER YACHT CLUB FOUNDATION

860 E 86TH STREET STE 5
INDIANAPOLIS,IN46240 		NONE CHARITY TREATMENT OF INVASIVE PLANT IN RIVER 1,000

YWCA OF GREATER PORTLAND

PO BOX 4587
PORTLAND,OR97208 		NONE CHARITY FAMILY PRESERVATION PROJECT 7,334
Total .................................right arrow 3a 518,944
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 ........... 		    14 64  
4 Dividends and interest from securities ....     14 346,056  
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 .....         600
8 Gain or (loss) from sales of assets other than
inventory ............ 		        342,720
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) ..   346,120 343,320
13Total. Add line 12, columns (b), (d), and (e)..................
13
689,440
(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 FAMILY FOUNDATION
EIN:
35-1873953
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,450     7,450
PAYROLL PROCESSING FEES 1,995 40   1,945

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
2 DESK CHAIRS 1998-08-31 451 451 S/L 7.0000        
OFFICE FURNITURE 1999-06-28 1,775 1,775 S/L 7.0000        
OFFICE FURNITURE 2005-02-22 972 972 S/L 7.0000        
COMPUTERS 2022-08-01 3,467 3,467 200DB 5.0000        

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
ISHARES CORE 2023-08 PURCHASE 2023-12   158,437 146,150     12,287  
JPMORGAN BETABUILDERS JAPAN 2023-07 PURCHASE 2023-12   34,070 34,259     -189  
NEXTERA ENERGY CAP 2023-03 PURCHASE 2023-10   16,357 16,827     -470  
SIX CIRCLES US 2023-07 PURCHASE 2024-04   26,536 22,209     4,327  
FIDELITY INTL INDEX 2021-01 PURCHASE 2023-07   53,619 55,568     -1,949  
FIDELITY INTL INDEX 2022-01 PURCHASE 2023-07   113,246 118,917     -5,671  
SPDR S&P 500 EFT 2016-07 PURCHASE 2023-08   106,597 52,950     53,647  
SPDR S&P 500 EFT 2015-02 PURCHASE 2023-08   38,882 17,970     20,912  
SPDR S&P 500 EFT 2016-07 PURCHASE 2023-07   68,851 34,070     34,781  
SPDR S&P 500 EFT 2017-05 PURCHASE 2023-07   124,984 68,410     56,574  
SPDR S&P 500 EFT 2017-06 PURCHASE 2023-07   96,918 53,549     43,369  
JPMORGAN BETABUILDER DEVLOP 2021-01 PURCHASE 2023-12   42,563 49,797     -7,234  
JPMORGAN BETABUILDERS JAPAN 2021-01 PURCHASE 2023-12   27,526 30,942     -3,416  
JPMORGAN BETABUILDERS JAPAN 2021-12 PURCHASE 2023-12   7,757 8,436     -679  
JPMORGAN BETABUILDERS JAPAN 2021-12 PURCHASE 2023-12   17,045 18,518     -1,473  
BANK OF AMERICA CORP 2022-10 PURCHASE 2024-04   22       22  
SECURITITES LITIGATION 2022-10 PURCHASE 2024-04   50       50  
ISHARES US TREASURY BOND 2022-10 PURCHASE 2024-04   236,285 237,987     -1,702  
JPMORGAN BETABUILDERS EUROPE 2021-04 PURCHASE 2024-04   3,050 2,983     67  
JPMORGAN BETABUILDERS EUROPE 2021-04 PURCHASE 2024-04   106,467 104,154     2,313  
SIX CIRCLES INTL 2021-10 PURCHASE 2024-04   85,861 84,586     1,275  
SIX CIRCLES US 2021-02 PURCHASE 2024-04   103,699 91,401     12,298  
SPDR S&P 500 EFT 2015-02 PURCHASE 2024-04   209,847 84,602     125,245  
SPDR S&P 500 EFT 2015-02 PURCHASE 2024-04   21,548 8,480     13,068  
VANGUARD SHORT TERM BOND 2021-07 PURCHASE 2024-04   13,213 14,332     -1,119  
VANGUARD SHORT TERM BOND 2021-07 PURCHASE 2024-04   161,442 175,055     -13,613  
DUKE ENERGY CORP 2023-10 PURCHASE 2024-04   6,000 6,000        
STRYKER CORP 2017-06 PURCHASE 2024-05   20,000 20,000        

TY 2023 InvestmentsCorpBondsSchedule
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS - 12,000 SHS 11,075 11,321
AMERN INTL GROUP - 15,000 SHS 17,058 14,436
APPLIED MATERIALS - 21,000 SHS 22,339 20,701
ASTRAZENECA PLC - 21,000 SHS 23,775 20,242
AT&T INC - 18,000 SHS 21,414 17,445
BANK OF AMERICA - 23,000 SHS 21,623 21,690
BOOZ ALLEN HAMILTON - 14,000 SHS 13,433 14,440
BP CAP MARKETS AMER - 8,000 SHS 7,846 7,826
CHARTER COMM OPT - 16,000 SHS 15,443 15,121
CHURCH & DWIGHT CO - 18,000 SHS 13,943 14,970
CIGNA GROUP - 18,000 SHS 15,766 16,806
COSTCO WHSL CORP - 24,000 SHS 23,946 21,800
DIAGEO CAP PLC - 14,000 SHS 15,129 12,373
DOLLAR GENERAL CORP - 20,000 SHS 21,316 19,619
ELEVANCE HEALTH INC - 11,000 SHS 11,367 9,425
ENTERPRISE PRODUCTS - 21,000 SHS    
EQUINIX INC - 20,000 SHS 21,595 18,891
FIDELITY NATIONAL - 25,000 SHS 24,909 20,878
GENERAL DYNAMICS - 21,000 SHS 19,612 20,769
GOLDMAN SACHS - 21,000 SHS 17,817 17,935
HCA INC - 10,000 SHS 11,638 10,089
HERSHEY CO - 13,000 SHARES 13,117 11,545
ISHARE US TREASURY - 10,647 SHS    
LAM RESH CORP - 16,000 SHS 16,603 13,512
LOWES COS INC - 24,000 SHS 22,866 20,941
L3HARRIS TECH INC - 21,000 SHS 25,195 20,395
MARSH & MCLENNAN - 13,000 SHS 13,029 12,968
MARTIN MARIETTA - 11,000 SHS 8,919 9,100
MID-AMERICA APTS - 22,000 SHS 23,526 19,470
MORGAN STANLEY - 28,000 SHS 20,758 22,873
NEXTERA ENERGY - 17,000 SHS    
NIKE INC - 17,000 SHARES 18,812 15,306
ORACLE CORP - 13,000 SHS 14,015 13,759
PACKAGING CORP OF AMER - 13,000 SHS 13,726 12,936
PHILLIPS 66 CO - 12,000 SHS 11,992 11,967
PUB STORAGE - 15,000 SHS 16,939 14,135
PUB STORAGE - 14,000 SHS 16,223 13,072
REPUBLIC SERVICES - 20,000 SHS 20,240 19,652
ROGERS COMMUNICATIONS - 20,000 SHS    
ROPER TECHNOLOGIES - 21,000 SHS 21,419 20,299
SHERWIN-WILLIAMS CO - 17,000 SHS 16,800 14,584
SIX CIRCLES CREDIT - 39,539.1 SHS 337,948 347,548
STRYKER CORP - 20,000 SHS    
ST STR CORP - 23,000 SHS 17,480 19,314
SYSCO CORP - 12,000 SHS 10,123 9,910
TORONTO-DOMINION BK - 7,000 SHS 7,185 7,087
TORONTO-DOMINION BK - 8,000 SHS 7,731 7,827
UNION PACIFIC CORP - 21,000 SHS 21,332 20,519
UNITEDHEALTH GROUP - 18,000 SHS 17,715 17,202
UNITED RENTALS NORTH AM - 19,000 SHS 18,074 17,938
US BANCORP - 8,000 SHS 7,636 7,549
VANGUARD TOTAL BOND - 2,704 SHS 200,050 194,823
VANGUARD MORT BACKED - 1,937 SHS 104,755 87,940
VANGUARD LONGTERM - 4,321 SHS 241,836 249,235
VANGUARD ST BOND - 2,300 SHS    
VANGUARD TOTAL INTL BOND - 7,495 SHS 373,861 364,782
VERISIGN INC - 10,000 SHS 10,519 9,972
VERISIGN INC - 18,000 SHS 15,087 15,063
XYLEM INC - 21,000 SHS 19,817 20,077

TY 2023 InvestmentsCorpStockSchedule
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY INTL INDEX - 7,078.368 SHS 298,753 352,290
ISHARES CORE MSCI - 7,108. SHARES 433,407 516,325
ISHARES MSCI EAFE - 5,040 SHARES 246,638 394,783
JPM BTABLDRS ASIA - 5,071 SHARES 251,887 245,335
JPMORGAN BETA CANADA - 7,779 SHS 374,125 505,402
JPMORGAN BETA EUROPE - 9,719 SHS 518,990 572,255
JPMORGAN BETA JAPAN - 8,333 SHARES 395,418 470,231
SIX CIRCLES INTL - 118,549.68 SHS 1,150,754 1,384,660
SIX CIRCLES US - 122,970.045 SHARES 1,301,855 2,112,625
SPDR S&P 500 ETF - 11,089 SHARES 1,809,348 6,034,856

TY 2023 LandEtcSchedule2
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
  6,665 6,665    


TY 2023 OtherAssetsSchedule
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID/ACCRUED INTEREST INCOME 6,028 7,127 7,127


TY 2023 OtherExpensesSchedule
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
DUES AND SUBSCRIPTIONS 3,451     3,451
OFFICE SUPPLIES 1,916     1,916
POSTAGE 1,088     1,088
PROPERTY & LIABILITY INSURANC 1,687     1,687
TELEPHONE 5,047     5,047
BOND PREMIUM AMORTIZATION 4,231 4,231    
WEBSITE 1,767     1,767


TY 2023 OtherIncomeSchedule2
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 600 600  


TY 2023 OtherProfessionalFeesSchedule
Name:
HOOVER FAMILY FOUNDATION
EIN:
35-1873953
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 69,980     69,980