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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$66,555,597
J 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      
4 Dividends and interest from securities... 1,290,827 1,290,071  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,791,341
b Gross sales price for all assets on line 6a 14,067,452
7 Capital gain net income (from Part IV, line 2)... 4,791,341
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 3,098 3,098  
12 Total. Add lines 1 through 11........ 6,085,266 6,084,510  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 187,762 93,881   93,881
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)....... 1,250 0 0 1,250
c Other professional fees (attach schedule).... 93,181 93,181   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 125,094 9,199   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)....... 6,651     6,651
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 413,938 196,261 0 101,782
25 Contributions, gifts, grants paid....... 3,718,280 3,718,280
26 Total expenses and disbursements. Add lines 24 and 25 4,132,218 196,261 0 3,820,062
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,953,048
b Net investment income (if negative, enter -0-) 5,888,249
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,095,134 910,343 910,343
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)....... 20,334,026 Click to see attachment
List of Attached Documents:
// Content
17,367,811
45,176,183
c Investments—corporate bonds (attach schedule)....... 15,338,844 Click to see attachment
List of Attached Documents:
// Content
20,442,225
19,880,638
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).......... 586,220 Click to see attachment
List of Attached Documents:
// Content
588,433
588,433
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) 37,354,224 39,308,812 66,555,597
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........ 37,354,224 39,308,812
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)..... 37,354,224 39,308,812
30 Total liabilities and net assets/fund balances (see instructions). 37,354,224 39,308,812
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
37,354,224
2
Enter amount from Part I, line 27a .....................
2
1,953,048
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
33,210
4
Add lines 1, 2, and 3 ..........................
4
39,340,482
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
31,670
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,308,812
Form 990-PF (2024)
Form 990-PF (2024)
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 50. ANTHEM INC   2023-12-12 2024-01-08
b 500. BOEING CO   2020-04-21 2024-01-08
c 500. EDWARDS LIFESCIENCES CORP   2017-10-31 2024-01-08
d 500. NIKE INC CL B   2009-12-02 2024-01-08
e 500. PIONEER NAT RES CO COM     2024-01-08
250. PROCTER & GAMBLE CO     2024-01-08
500. SYSCO CORP   2020-08-27 2024-01-08
500. AMAZON.COM INC   2020-07-14 2024-01-12
500. MONDELEZ INTL INC   2022-02-11 2024-01-12
500. SYSCO CORP   2020-04-21 2024-01-12
300. APPLE COMPUTER   2008-02-01 2024-01-23
2500. BRISTOL-MYERS SQUIBB CO   1988-05-16 2024-01-23
230. ISHARES TR   2021-01-20 2024-01-24
500. CROWN CASTLE INC   2017-03-29 2024-01-25
500. EDWARDS LIFESCIENCES CORP   2017-10-31 2024-01-25
500. HONEYWELL INTL INC COM     2024-01-25
250. HUMANA INC W/1 RT/SH     2024-01-25
500. SYSCO CORP   2020-04-15 2024-01-25
500. ABBOTT LABORATORIES   2007-09-04 2024-01-30
100. BLACKROCK INC   2015-01-29 2024-01-30
500. JOHNSON & JOHNSON CO   2001-09-26 2024-01-30
500. TEXAS INSTRUMENTS INC.     2024-01-30
150000. US TREASURY .875% 01/31/2024   2022-01-27 2024-01-31
150000. NATIONAL RURAL UTILS COOP FIN CORP MEDIU   2021-06-21 2024-02-08
100000. US TREASURY BOND 2.750%   2022-03-29 2024-02-15
100000. SCHWAB CHARLES CORP NEW   2021-03-17 2024-03-18
250000. JPMORGAN CHASE & CO     2024-03-19
200000. SUMITOMO MITSUI FINL GROUP INC   2020-02-20 2024-03-19
275000. US TREASURY N/B .25% 05/31/2025   2021-12-20 2024-03-19
100000. BANK AMER CORP   2018-04-19 2024-04-01
500. DEERE & COMPANY   2009-06-17 2024-04-03
500. NIKE INC CL B   2009-12-02 2024-04-03
150000. GOLDMAN SACHS GROUP INC SER N MED TERM N   2022-03-31 2024-04-05
2000. AMAZON.COM INC   2009-07-09 2024-04-16
2300. APPLE COMPUTER   2008-02-01 2024-04-16
3000. BANK AMER CORP COM   2018-05-31 2024-04-16
50. BLACKROCK INC   2016-02-10 2024-04-16
500. CATERPILLAR INC.   1990-08-21 2024-04-16
500. DANAHER CORP   2018-05-31 2024-04-16
250. DEERE & COMPANY   2009-06-17 2024-04-16
2000. DISNEY (WALT) CO   2004-10-07 2024-04-16
500. EDWARDS LIFESCIENCES CORP   2017-10-31 2024-04-16
400. HOME DEPOT INC.   2004-01-21 2024-04-16
200. INTUIT INC   2018-05-31 2024-04-16
6986. ISHARES S & P MIDCAP 400     2024-04-16
250. NIKE INC CL B   2009-12-02 2024-04-16
250. PROCTER & GAMBLE CO   2020-01-22 2024-04-16
500. TESLA INC   2020-08-27 2024-04-16
400. UNION PACIFIC CORP   2003-02-06 2024-04-16
500. UNITEDHEALTH GROUP INC     2024-04-16
3254.79 VANGUARD BD INDEX FDS   2015-04-15 2024-04-16
2934.96 VANGUARD BD INDEX FDS   2006-10-19 2024-04-16
500. EATON CORP PLC   2012-12-01 2024-04-16
800. STERIS PLC   2023-06-27 2024-04-16
118999.95878 US TREASURY N/B 1.25% 03/31/2028   2023-01-10 2024-04-19
16000.04122 US TREASURY N/B 1.25% 03/31/2028   2023-01-10 2024-04-19
1000. ALPHABET INC   2015-01-29 2024-04-24
250. AMERICAN TOWER CORP -CL A (REIT)   2023-12-12 2024-04-24
1000. APPLE COMPUTER   2020-11-17 2024-04-24
500. DIGITAL REALTY TRUST (REIT)     2024-04-24
500. EDWARDS LIFESCIENCES CORP   2017-10-31 2024-04-24
500. JOHNSON & JOHNSON CO   2001-09-26 2024-04-24
500. MICROSOFT CORP   1998-03-10 2024-04-24
500. MONDELEZ INTL INC     2024-04-24
250. NIKE INC CL B   2009-12-02 2024-04-24
100. NVIDIA CORP   2021-05-13 2024-04-24
50. O'REILLY AUTOMOTIVE INC   2018-05-31 2024-04-24
500. PROLOGIS INC (REIT)     2024-04-24
1000. SPDR SER TR   2022-02-11 2024-04-24
1000. STARBUCKS CORP   2008-02-07 2024-04-24
500. TRAVELERS COS INC   2010-05-14 2024-04-24
250. UNITEDHEALTH GROUP INC     2024-04-24
150000. US TREASURY N/B 2% 04/30/2024   2022-02-16 2024-04-30
500. CROWN CASTLE INC   2016-06-29 2024-05-08
500. DIGITAL REALTY TRUST (REIT)   2020-11-17 2024-05-08
125. GE VERNOVA INC.     2024-05-08
250. J P MORGAN CHASE & CO   2011-02-23 2024-05-08
250. JOHNSON & JOHNSON CO   2001-09-26 2024-05-08
500. MICROSOFT CORP   1998-03-10 2024-05-08
250. NORTHROP GRUMMAN CORP W/1 RT/SH   2023-07-19 2024-05-08
100. NVIDIA CORP   2021-05-13 2024-05-08
1000. STARBUCKS CORP   2008-02-07 2024-05-08
1000. VERIZON COMMUNICATIONS   2002-11-07 2024-05-08
250. VISA INC   2020-04-15 2024-05-08
150000. TORONTO DOMINION BK SR MEDIUM TERM BK NT   2020-12-23 2024-05-21
9999.97306 US TREASURY N/B 1.875% 07/31/2026   2021-12-20 2024-05-21
120000.02694 US TREASURY N/B 1.875% 07/31/2026     2024-05-21
250. MCDONALDS CORP     2024-06-06
200. NVIDIA CORP   2021-05-13 2024-06-06
100000. NVIDIA CORP   2021-07-01 2024-06-14
35000. US TREASURY N/B .25% 06/15/2024   2024-05-30 2024-06-15
1000. DOMINION RES INC VA NEW COM   2022-05-11 2024-06-25
100. UNITEDHEALTH GROUP INC   2021-04-27 2024-06-25
150000. US TREASURY N/B 1.75% 06/30/2024   2022-03-08 2024-06-30
100. BLACKROCK INC   2016-02-10 2024-07-03
1500. COMCAST CORP NEW     2024-07-03
500. EMERSON ELECTRIC CO   2023-11-09 2024-07-03
325. SALESFORCE.COM INC     2024-07-03
250. SYNOPSYS INC W/1 RT/SH     2024-07-03
500. ISHARES TR   2009-08-17 2024-07-08
1500. ISHARES TR   2009-08-17 2024-07-11
150000. AMERICAN HONDA FIN CORP MED TERM NTS   2021-02-01 2024-07-12
300. ISHARES TR   2021-01-20 2024-07-15
9279. SPDR SER TR   2022-07-06 2024-07-15
100000. SALESFORCE INC   2021-08-09 2024-07-15
150000. U S BANCORP MEDIUM TERM NTS- BOOK ENTRY   2020-05-15 2024-07-30
50. CONSTELLATION BRANDS INC CL A   2024-04-03 2024-08-08
200. CONSTELLATION BRANDS INC CL A   2022-08-25 2024-08-08
2901. SPDR SER TR   2022-07-06 2024-08-20
200. SHERWIN WILLIAMS CO   1986-04-10 2024-09-04
150000. CAPITAL ONE FINL CORP   2021-11-18 2024-09-11
150000. ROSS STORES INC   2017-06-15 2024-09-15
150000. UNITED STATES TREAS NTS   2022-02-04 2024-09-30
100000. US TREASURY N/B 4.25% 09/30/2024   2022-10-07 2024-09-30
100000. EVERSOURCE ENERGY   2019-07-30 2024-10-01
150000. PAYPAL HLDGS INC   2019-10-22 2024-10-01
150000. US TREASURY N/B .625% 10/15/2024   2021-10-19 2024-10-15
175000. CVS HEALTH CORP   2021-08-27 2024-10-16
150000. MORGAN STANLEY   2018-03-09 2024-10-23
150000. CATERPILLAR FINL SVCS CORP MEDIUM TERM N   2020-02-20 2024-11-08
150000. PFIZER INC   2022-03-22 2024-11-12
1250. CHIPOTLE MEXICAN GRILL INC CLASS A   2022-03-24 2024-11-19
50. DEERE & COMPANY   2009-06-17 2024-11-19
250. JOHNSON & JOHNSON CO   2001-09-26 2024-11-19
1000. TARGET CORP     2024-11-20
150000. US TREASURY N/B 4.5% 11/30/2024   2023-01-18 2024-11-30
100000. CARLISLE COS INC   2019-09-16 2024-12-01
100000. EQUIFAX INC   2022-03-31 2024-12-01
150000. ESTEE LAUDER COS INC   2020-10-01 2024-12-01
200. APPLE COMPUTER   2008-02-01 2024-12-18
200. BROADCOM INC   2021-01-04 2024-12-18
50000. US TREASURY N/B 5% 10/31/2025     2024-12-19
140000. US TREASURY N/B 5% 10/31/2025   2023-11-09 2024-12-19
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 24,207   24,251 -44
b 114,864   68,390 46,474
c 36,924   17,239 19,685
d 50,975   8,211 42,764
e 111,598   120,356 -8,758
36,920   35,367 1,553
37,475   29,249 8,226
77,379   76,848 531
36,445   33,685 2,760
37,685   24,324 13,361
58,263   1,434 56,829
124,257   25,475 98,782
23,943   26,954 -3,011
54,990   47,295 7,695
36,205   17,239 18,966
100,476   70,668 29,808
87,278   96,888 -9,610
37,745   22,350 15,395
56,226   12,411 43,815
78,070   34,479 43,591
79,206   26,578 52,628
81,172   14,442 66,730
149,098   149,098  
150,000   149,412 588
100,000   100,730 -730
100,000   100,340 -340
215,020   251,201 -36,181
194,984   202,834 -7,850
260,004   268,082 -8,078
100,000   101,686 -1,686
202,203   20,127 182,076
45,380   8,211 37,169
150,000   150,000  
368,626   7,828 360,798
388,981   10,993 377,988
103,412   87,322 16,090
37,894   14,973 22,921
179,627   2,795 176,832
119,833   44,023 75,810
97,419   10,064 87,355
228,198   49,025 179,173
43,930   17,239 26,691
134,437   14,080 120,357
122,934   40,202 82,732
395,614   235,333 160,281
22,962   4,106 18,856
38,975   31,565 7,410
77,496   73,160 4,336
92,664   5,649 87,015
236,110   130,052 106,058
250,000   155,058 94,942
250,000   65,712 184,288
156,463   25,828 130,635
159,638   172,421 -12,783
104,246   105,101 -855
14,016   14,131 -115
159,789   25,135 134,654
43,187   51,274 -8,087
166,919   120,010 46,909
68,779   71,937 -3,158
43,880   17,239 26,641
73,924   26,578 47,346
204,483   10,070 194,413
35,090   32,065 3,025
23,545   4,106 19,439
83,491   13,646 69,845
53,893   13,483 40,410
51,715   33,132 18,583
48,480   76,010 -27,530
87,229   9,140 78,089
106,903   25,214 81,689
120,433   62,874 57,559
150,000   151,354 -1,354
48,491   45,998 2,493
70,376   71,313 -937
20,575   12,529 8,046
48,645   11,495 37,150
37,235   13,289 23,946
205,616   10,070 195,546
117,992   110,614 7,378
90,424   13,646 76,778
73,300   9,140 64,160
39,380   34,429 4,951
69,282   41,408 27,874
150,000   149,775 225
9,407   10,335 -928
112,884   128,089 -15,205
65,147   63,538 1,609
240,381   27,293 213,088
100,000   100,236 -236
35,000   34,918 82
49,078   83,403 -34,325
48,564   39,283 9,281
150,000   150,270 -270
78,693   29,946 48,747
56,630   61,885 -5,255
54,776   43,390 11,386
83,835   71,574 12,261
152,670   128,688 23,982
53,444   50,505 2,939
160,961   151,515 9,446
150,000   150,189 -189
31,358   35,157 -3,799
285,275   279,927 5,348
100,000   100,195 -195
150,000   157,380 -7,380
11,819   13,341 -1,522
47,275   51,424 -4,149
89,145   87,517 1,628
72,627   450 72,177
149,531   158,730 -9,199
150,000   154,601 -4,601
150,000   150,035 -35
100,000   99,891 109
100,000   102,000 -2,000
150,000   151,035 -1,035
150,000   149,619 381
163,580   191,324 -27,744
150,000   149,600 400
150,000   152,535 -2,535
146,835   141,639 5,196
73,091   38,378 34,713
19,940   2,013 17,927
38,380   13,289 25,091
121,504   82,445 39,059
150,000   150,908 -908
100,000   103,237 -3,237
100,000   99,274 726
150,000   158,339 -8,339
50,429   956 49,473
47,895   8,604 39,291
50,291   50,031 260
140,815   139,913 902
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
      37,569
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       -44
b       46,474
c       19,685
d       42,764
e       -8,758
      1,553
      8,226
      531
      2,760
      13,361
      56,829
      98,782
      -3,011
      7,695
      18,966
      29,808
      -9,610
      15,395
      43,815
      43,591
      52,628
      66,730
       
      588
      -730
      -340
      -36,181
      -7,850
      -8,078
      -1,686
      182,076
      37,169
       
      360,798
      377,988
      16,090
      22,921
      176,832
      75,810
      87,355
      179,173
      26,691
      120,357
      82,732
      160,281
      18,856
      7,410
      4,336
      87,015
      106,058
      94,942
      184,288
      130,635
      -12,783
      -855
      -115
      134,654
      -8,087
      46,909
      -3,158
      26,641
      47,346
      194,413
      3,025
      19,439
      69,845
      40,410
      18,583
      -27,530
      78,089
      81,689
      57,559
      -1,354
      2,493
      -937
      8,046
      37,150
      23,946
      195,546
      7,378
      76,778
      64,160
      4,951
      27,874
      225
      -928
      -15,205
      1,609
      213,088
      -236
      82
      -34,325
      9,281
      -270
      48,747
      -5,255
      11,386
      12,261
      23,982
      2,939
      9,446
      -189
      -3,799
      5,348
      -195
      -7,380
      -1,522
      -4,149
      1,628
      72,177
      -9,199
      -4,601
      -35
      109
      -2,000
      -1,035
      381
      -27,744
      400
      -2,535
      5,196
      34,713
      17,927
      25,091
      39,059
      -908
      -3,237
      726
      -8,339
      49,473
      39,291
      260
      902
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 4,791,341
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 81,847
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 81,847
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 81,847
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 101,845
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 101,845
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 19,998
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow19,998 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
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
HUNTINGTON NATIONAL BANK TRUSTEE
1
187,762    
PO BOX 1558 DEPT EA5W86
COLUMBUS,OH43216
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 (2024)
Form 990-PF (2024)
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 93,181
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 (2024)
Form 990-PF (2024)
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
62,973,017
b
Average of monthly cash balances.......................
1b
1,059,596
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
64,032,613
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
64,032,613
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
960,489
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
63,072,124
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,153,606
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
3,153,606
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
81,847
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
81,847
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,071,759
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,071,759
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
3,071,759
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
3,820,062
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
3,820,062
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,071,759
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 314,214
b From 2020...... 407,056
c From 2021...... 0
d From 2022...... 872,888
e From 2023...... 1,204,731
f Total of lines 3a through e ........ 2,798,889
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,820,062
a Applied to 2023, 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 2024 distributable amount..... 3,071,759
e Remaining amount distributed out of corpus 748,303
5 Excess distributions carryover applied to 2024. 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 3,547,192
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
314,214
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
3,232,978
10 Analysis of line 9:
a Excess from 2020.... 407,056
b Excess from 2021.... 0
c Excess from 2022.... 872,888
d Excess from 2023.... 1,204,731
e Excess from 2024.... 748,303
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
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

AMERICAN RED CROSS

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

CANTON PALACE THEATRE

605 MARKET AVE N
CANTON,OH44702
NONE PC GENERAL OPERATING 150,000

UNITED WAY WORLDWIDE

701 N FAIRFAX ST
ALEXANDRIA,VA22314
NONE PC GENERAL OPERATING 315,000

AMERICAN HEART ASSOCIATION

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

GREATER STARK COUNTY URBAN LEAGUE

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

AKRON CHILDRENS HOSPITAL FOUNDATION

ONE PERKINS SQUARE
AKRON,OH443080000
NONE PC GENERAL OPERATING 80,000

PATHWAY CARING FOR CHILDREN

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

PRISON DISCIPLESHIP MINISTRY

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

WATOES OUTREACH PROGRAM

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

JUNIOR ACHIEVEMENT OF NORTH CENTRAL

4353 EXECUTIVE CIR NW
CANTON,OH44718
NONE PC GENERAL OPERATING 25,000

HARTVILLE MIGRANT MINISTRY

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

REFUGE OF HOPE MINISTRIES

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

CANTON EX NEWSBOYS

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

LEADERSHIP STARK COUNTY

222 MARKET AVE N
CANTON,OH44702
NONE PC GENERAL OPERATING 15,000

MUSKINGUM UNIVERSITY

10 COLLEGE DR
CONCORD,OH43762
NONE PC GENERAL OPERATING 150

TRICOUNTY JOBS FOR OHIOS GRADUATES

1333 HOME AVE
AKRON,OH44310
NONE PC GENERAL OPERATING 35,000

OHIO FOUNDATION OF INDEPENDENT

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

SHIPLEY CHILD HEALTH CLINIC

919 2ND ST NE 1132
CANTON,OH44704
NONE PC GENERAL OPERATING 40,000

GIRL SCOUTS OF NORTH EAST OHIO

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

CANTON MUSEUM OF ART

1001 MARKET AVE N
CANTON,OH447021075
NONE PC GENERAL OPERATING 35,000

MALONE UNIVERSITY

2600 CLEVELAND AVE NW
CANTON,OH447093308
NONE PC GENERAL OPERATING 36,000

WALSH UNIVERSITY

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

CANTON STUDENT LOAN FOUNDATION

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

STARK COMMUNITY FOUNDATION INC

400 MARKET AVE N STE 200
CANTON,OH447021557
NONE PC GENERAL OPERATING 1,000,000

OHIO OUTDOOR HISTORICAL DRAMA

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

NORTH CANTON PLAYHOUSE

525 7TH ST NE
NORTH CANTON,OH447202012
NONE PC GENERAL OPERATING 25,000

PEGASUS FARM MILITARY AND FIRST

7490 EDISON ST NE
HARTVILLE,OH44632
NONE PC GENERAL OPERATING 40,000

STARK COMMUNITY SUPPORT NETWORK

1221 HARRISBURG RD NE
CANTON,OH44705
NONE PC GENERAL OPERATING 46,600

A COMMUNITY CHRISTMAS

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

STUMP HILL FARM

4325 KEMARY AVE SW
NAVARRE,OH446629758
NONE PC GENERAL OPERATING 10,000

TEAM NEO FOUNDATION

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

CLEVELAND CLINIC MERCY HOSPITAL

1320 MERCY DR NW
CANTON,OH44708
NONE PC GENERAL OPERATING 25,000

BEECH CREEK BOTANICAL GARDEN

11929 BEECH ST NE
ALLIANCE,OH44601
NONE PC GENERAL OPERATING 31,600

LOUISVILLE PUBLIC LIBRARY

301 WORK ST
LOUISVILLE,KY40203
NONE PC GENERAL OPERATING 75,000

AKRON ZOOLOGICAL PARK

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

THE HOOVER FOUNDATION

41 S HIGH ST
COLUMBUS,OH43215
NONE PC GENERAL OPERATING 55,000

ARTS IN STARK

900 CLEVELAND AVE NW
CANTON,OH447021812
NONE PC GENERAL OPERATING 375,000

CULVER EDUCATIONAL FOUNDATION

1300 ACADEMY ROAD NO 159
CULVER,IN465111234
NONE PC GENERAL OPERATING 9,000

YMCA

1129 20TH ST NW
WASHINGTON,DC20036
NONE PC GENERAL OPERATING 50,000

EN RICH MENT

901 MARKET AVE N
CANTON,OH44702
NONE PC GENERAL OPERATING 31,200

ACCESS HEALTH STARK COUNTY INC

408 9TH ST SW
CANTON,OH447074714
NONE PC GENERAL OPERATING 20,000

LEGACY PROJECT OF STARK COUNTY

708 TREMONT AVE SW
MASSILLON,OH44647
NONE PC GENERAL OPERATING 30,000

VANDERBILT UNIVERSITY

STATION B BOX 351826
NASHVILLE,TN372350001
NONE PC GENERAL OPERATING 200

EXPONENT PHILANTHROPY

1720 N ST NW
WASHINGTON,DC20036
NONE PC GENERAL OPERATING 830

CANTON FOR ALL PEOPLE

1124 7TH ST NW
CANTON,OH44703
NONE PC GENERAL OPERATING 150,000

STARK COUNTY MANUFACTURING WORKFORCE

222 MARKET AVE N
CANTON,OH44702
NONE PC GENERAL OPERATING 18,000

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE
ATLANTA,GA30303
NONE PC GENERAL OPERATING 5,000

DOWNTOWN CANTON PARTNERSHIP

222 MARKET AVE N
CANTON,OH44702
NONE PC GENERAL OPERATING 10,700

AULTMAN HEALTH FOUNDATION

2600 SIXTH ST SW
CANTON,OH44710
NONE PC GENERAL OPERATING 25,000

CANTON SYMPHONY ORCHESTRA

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

COMMQUEST

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE PC GENERAL OPERATING 200,000

COMMUNITY BUILDING PARTNERSHIP

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

JRC

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE PC GENERAL OPERATING 5,000

STARK ECONOMIC DEVELOPMENT BOARD

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

STARK EDUCATION PARTNERSHIP

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

TURNING POINT OF STARK COUNTY

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

YOUNG LIFE OF STARK COUNTY

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE PC GENERAL OPERATING 10,000

BEACON CHARITABLE PHARMACY

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

HAMMER & NAILS

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE PC GENERAL OPERATING 36,000

MCKINLEY PRESIDENTIAL LIBRARY & MUSEUM

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE PC GENERAL OPERATING 15,000

NATIONAL FIRST LADIES LIBRARY & MUSEUM

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE PC GENERAL OPERATING 25,000

TOMTOD IDEAS

C/O HUNTINGTON BANK PO BOX 1558 E
COLUMBUS,OH43216
NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 3,718,280
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 1,290,827  
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 4,791,341  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME
    1 885  
bFROM PARTNERSHIP/S     1 2,213  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   6,085,266  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,085,266
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Name of Bond End of Year Book Value End of Year Fair Market Value
70450YAC7 PAYPAL HLDGS INC    
912828Z94 US TREASURY N/B 1.5% 161,127 130,266
037833DN7 APPLE INC 213,397 192,485
86562MBV1 SUMITOMO MITSUI FINL    
778296AA1 ROSS STORES INC    
747525AU7 QUALCOMM INC 215,660 194,165
29736RAN0 ESTEE LAUDER COS INC    
61761JVL0 MORGAN STANLEY    
78015K7H1 ROYAL BK CDA GLOBAL 152,886 147,735
91159HHX1 U S BANCORP MEDIUM T    
14913Q3B3 CATERPILLAR FINL SER    
89114RXN1 TORONTO-DOMINION BAN    
9128285M8 US T-NOTES 3.125% 11 379,305 306,200
30040WAD0 EVERSOURCE ENERGY    
9128284N7 US TREASURY N/B 2.87 232,180 191,063
912828M56 UNITED STATES TREAS 198,012 196,563
06051GFF1 BANK AMER CORP    
912828Y95 US TREASURY N/B 1.87 299,852 279,578
142339AG5 CARLISLE COS INC    
912828ZC7 US TREASURY N/B 1.12 151,225 149,227
020002BH3 ALLSTATE CORP 149,750 144,560
370334CL6 GENERAL MLS INC 218,484 179,657
91282CDB4 US TREASURY N/B .625    
3135G05Y5 FNMA .75% 10/08/2027 146,102 135,982
3135G0Q22 FNMA 1.875% 09/24/20 157,705 143,973
02665WDS7 AMERICAN HONDA FIN C    
231021AU0 CUMMINS INC 99,840 97,348
912828ZT0 US TREASURY N/B .25%    
126650DG2 CVS HEALTH CORP    
91282CCA7 US TREASURY INFL IX 167,893 176,144
34959EAA7 FORTINET INC 98,887 95,623
79466LAG9 SALESFORCE INC    
863667BA8 STRYKER CORP 100,686 98,375
911312BM7 UNITED PARCEL SVC IN 306,643 264,047
37045XBQ8 GENERAL MTRS FINL CO 189,488 172,514
437076BT8 HOME DEPOT INC 229,372 205,931
06051GJF7 BANK AMER CORP 265,199 231,234
26442CAX2 DUKE ENERGY CAROLINA 207,557 170,156
91282CBC4 US TREASURY N/B .375 147,064 144,422
63743HEU2 NATIONAL RURAL UTILI    
009158BC9 AIR PRODS & CHEMS IN 209,914 173,185
808513BN4 SCHWAB CHARLES CORP    
912828P46 US TREASURY N/B 1.62 342,518 330,278
00206RJY9 AT&T INC 201,673 169,970
384802AE4 GRAINGER W W INC 156,981 149,454
46647PBL9 JPMORGAN CHASE & CO    
14040HBT1 CAPITAL ONE FINL COR    
67066GAL8 NVIDIA CORP    
912828B66 US TREASURY BOND 2.7    
91282CFN6 US TREASURY N/B 4.25    
912828X70 US TREASURY N/B 2% 0    
717081EX7 PFIZER INC    
294429AQ8 EQUIFAX INC    
91282CFF3 US TREASURY N/B 2.75 119,353 115,355
912828YH7 UNITED STATES TREAS    
91282CDV0 US TREASURY .875%    
91282CDY4 US TREASURY N/B 1.87 211,988 210,391
260003AM0 DOVER CORP 150,386 147,986
3130ASD22 FHLB 3.59% 06/29/202 200,000 196,021
80282KBB1 SANTANDER HLDGS USA 230,067 223,618
91282CFU0 US TREASURY N/B 4.12 378,978 378,575
316773CY4 FIFTH THIRD BANCORP 150,426 149,500
9128286Z8 US TREASURY N/B 1.75    
38150ALR4 GOLDMAN SACHS GROUP    
58013MFL3 MCDONALDS CORP MEDIU 147,452 146,765
00440EAV9 ACE INA HLDGS INC 221,246 221,049
3134GXXR0 FHLMC 3.32% 06/30/20 175,000 174,087
06368FAE9 BANK MONTREAL MEDIUM 149,921 149,893
172967MY4 CITIGROUP INC 199,098 202,172
26442CBJ2 DUKE ENERGY CAROLINA 181,520 177,729
55279HAV2 MFRS & TRADERS TR CO 147,933 149,245
882508CB8 TEXAS INSTRUMENTS IN 132,010 129,026
883556CT7 THERMO FISHER SCIENT 151,338 151,044
912810ET1 US TREASURY BOND 7.6 263,252 250,820
912810EW4 U S TREASURY BOND 6. 153,568 152,484
9128286T2 US TREASURY N/B 2.37 162,531 161,328
912828ZE3 US TREASURY N/B .625 300,050 313,916
91282CBS9 US TREASURY N/B 1.25 133,357 137,150
91282CFM8 US TREASURY N/B 4.12 149,484 149,438
91282CFX4 US TREASURY N/B 4.5%    
91282CGG0 US TREASURY N/B 4.12 150,006 149,953
91282CGR6 US TREASURY N/B 4.62 249,600 251,055
91282CGU9 US TREASURY N/B 3.87 150,340 149,836
91282CHC8 US TREASURY N/B (C-2 103,922 105,728
91282CHL8 US TREASURY N/B 4.62 99,625 100,234
91282CHM6 US TREASURY N/B 4.5% 299,367 301,078
91282CHU8 US TREASURY N/B 4.37 149,900 150,281
91282CHV6 US TREASURY N/B 5% 0 249,854 251,172
91282CHY0 US TREASURY N/B 4.62 100,051 100,594
91282CJE2 US TREASURY N/B 5% 1 149,918 150,867
91282CJG7 US TREASURY N/B 4.87 287,715 291,413
91282CJL6 US TREASURY N/B 4.87 307,486 306,620
91282CJP7 US TREASURY N/B 4.37 152,813 152,380
00287YBX6 ABBVIE INC 180,523 176,243
053332BE1 AUTOZONE INC 5.05% 0 50,177 50,260
10373QBZ2 BP CAP MARKETS AMERI 151,211 150,764
172967KA8 CITIGROUP INC 221,567 221,535
20030NCT6 COMCAST CORP NEW 180,110 180,452
46647PEG7 JPMORGAN CHASE & CO 176,053 178,159
571903AY9 MARRIOTT INTL INC NE 148,788 145,938
745867AW1 PULTEGROUP INC 50,265 50,250
756109CG7 REALTY INCOME CORP 5 161,231 161,738
78016HZW3 ROYAL BK CDA GLOBAL 242,583 242,068
89115A2K7 TORONTO-DOMINION BAN 50,086 50,251
912810FF0 US TREASURY BOND 5.2 153,281 154,359
912810FG8 UNITED STATES TREAS 153,527 155,203
91282CFL0 US TREASURY N/B 3.87 152,508 146,766
91282CFV8 US TREASURY N/B 4.12 249,385 243,945
91282CGM7 US TREASURY N/B 3.5% 127,238 120,981
91282CGP0 US TREASURY N/B 4% 0 145,805 148,688
91282CHE4 US TREASURY N/B 3.62 150,656 146,719
91282CHK0 US TREASURY N/B 4% 0 147,604 148,477
91282CHQ7 US TREASURY N/B 4.12 148,301 148,992
91282CHT1 US TREASURY N/B 3.87 152,133 142,828
91282CHW4 US TREASURY N/B 4.12 245,234 246,250
91282CHX2 US TREASURY N/B 4.37 302,068 300,328
91282CHZ7 US TREASURY N/B 4.62 149,051 151,453
91282CJA0 US TREASURY N/B 4.62 350,934 353,391
91282CJC6 US TREASURY N/B 4.62 149,127 150,938
91282CJF9 US TREASURY N/B 4.87 151,271 152,719
91282CJJ1 US TREASURY N/B 4.5% 150,973 149,391
91282CJK8 US TREASURY N/B 4.62 149,115 150,984
91282CJM4 US TREASURY N/B 4.37 151,770 149,508
91282CJT9 US TREASURY N/B 4% 0 149,941 149,273
91282CJW2 US TREASURY N/B 4% 0 148,248 147,984
91282CJX0 US TREASURY N/B 4% 0 248,135 244,063
91282CKA8 US TREASURY N/B 4.12 147,246 149,602
91282CKD2 US TREASURY N/B 4.25 338,790 338,513
91282CKE0 US TREASURY N/B 4.25 296,420 300,000
91282CKG5 US TREASURY N/B 4.12 149,086 148,594
91282CKJ9 US TREASURY N/B 4.5% 148,518 150,773
91282CKN0 US TREASURY N/B 4.62 305,549 302,672
91282CKP5 US TREASURY N/B 4.62 151,646 151,500
91282CKR1 US TREASURY N/B 4.5% 149,854 150,773
91282CKS9 US TREASURY N/B 4.87 150,340 151,242
91282CKT7 US TREASURY N/B 4.5% 151,617 150,773
91282CKU4 US TREASURY 4.625% N 304,008 302,625
91282CKV2 US TREASURY N/B 4.62 150,850 151,289
91282CLF6 US TREASURY N/B 3.87 141,908 141,938
91282CLR0 US TREASURY N/B 4.12 148,893 148,336
94106LBS7 WASTE MANAGEMENT INC 209,646 212,172

TY 2024 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 80,401 251,400
02079K305 ALPHABET INC 283,088 1,135,800
030420103 AMERICAN WTR WKS CO 34,929 124,490
00724F101 ADOBE SYS INC 5,940 222,340
166764100 CHEVRON CORP NEW 156,723 579,360
253868103 DIGITAL RLTY TR INC    
46625H100 JPMORGAN CHASE & CO 241,197 1,078,695
65339F101 NEXTERA ENERGY INC 130,383 358,450
67103H107 O'REILLY AUTOMOTIVE 26,966 118,580
773903109 ROCKWELL AUTOMATION 58,333 71,448
G29183103 EATON CORP PLC 103,310 663,740
464287499 ISHARES TR 542,937 1,171,300
031162100 AMGEN INC 58,860 260,640
037833100 APPLE INC 135,248 1,953,276
097023105 BOEING CO    
20825C104 CONOCOPHILLIPS 56,175 99,170
22160K105 COSTCO WHOLESALE COR 102,320 916,270
254687106 DISNEY WALT CO 24,513 111,350
30303M102 FACEBOOK INC CL-A 178,863 292,755
539830109 LOCKHEED MARTIN CORP 44,535 72,891
58933Y105 MERCK & CO INC NEW 72,907 198,960
75513E101 RTX CORP 82,436 289,300
872540109 TJX COS INC NEW 91,250 120,810
882508104 TEXAS INSTRS INC 28,418 187,510
883556102 THERMO FISHER SCIENT 14,561 130,058
277902698 E V ATLANTA CAP SMID 319,878 564,674
717081103 PFIZER INC 11,465 132,650
92532F100 VERTEX PHARMACEUTICA 108,878 201,350
46432F842 ISHARES TR 410,884 527,100
032654105 ANALOG DEVICES INC 115,615 212,460
532457108 LILLY ELI & CO 243,949 849,200
824348106 SHERWIN WILLIAMS CO 104,241 492,899
92343V104 VERIZON COMMUNICATIO 142,017 199,950
04314H667 ARTISAN PARTNERS FDS 500,000 691,709
580135101 MCDONALDS CORP 43,320 695,736
464287507 ISHARES TR 804,045 1,870,172
464287465 ISHARES TR 1,316,863 1,595,371
020002101 ALLSTATE CORP 11,508 192,790
17275R102 CISCO SYS INC 214,677 473,600
22822V101 CROWN CASTLE INC    
28176E108 EDWARDS LIFESCIENCES    
30231G102 EXXON MOBIL CORP 65,398 365,738
87612E106 TARGET CORP    
88160R101 TESLA INC    
89417E109 TRAVELERS COS INC    
464287234 ISHARES TR 690,244 669,120
464287804 ISHARES TR 1,518,958 2,246,790
149123101 CATERPILLAR INS 205,957 634,830
437076102 HOME DEPOT INC 70,400 777,980
458140100 INTEL CORP 3,750 60,150
007903107 ADVANCED MICRO DEVIC 101,428 181,185
025816109 AMERICAN EXPRESS CO 106,130 296,790
244199105 DEERE & CO 8,051 84,740
46120E602 INTUITIVE SURGICAL I 180,003 521,960
478160104 JOHNSON & JOHNSON 26,578 72,310
742718109 PROCTER & GAMBLE CO 122,864 167,650
855244109 STARBUCKS CORP    
921937710 VANGUARD BD INDEX FD 189,886 846,825
256206103 DODGE & COX FDS 450,000 506,710
26441C204 DUKE ENERGY CORP NEW 47,110 107,740
67066G104 NVIDIA CORP 251,239 2,148,640
701094104 PARKER-HANNIFIN CORP 59,328 159,008
871829107 SYSCO CORP    
91324P102 UNITEDHEALTH GROUP I 175,484 278,223
92826C839 VISA INC 186,297 711,090
G1151C101 ACCENTURE PLC-CL A 24,600 175,895
921937686 VANGUARD BD INDEX FD 406,239 836,956
464287176 ISHARES TR    
235851102 DANAHER CORP 43,556 114,775
02079K107 ALPHABET INC 107,778 952,200
023135106 AMAZON COM INC 286,699 1,974,510
09247X101 BLACKROCK INC    
337738108 FISERV INC 137,842 410,840
438516106 HONEYWELL INTL INC    
654106103 NIKE INC    
713448108 PEPSICO INC 78,606 273,708
74340W103 PROLOGIS INC 61,735 105,700
H1467J104 CHUBB LTD 111,080 276,300
98978V103 ZOETIS INC 154,783 211,809
46434G103 ISHARES INC 278,143 261,100
110122108 BRISTOL MYERS SQUIBB    
002824100 ABBOTT LABS 23,385 113,110
594918104 MICROSOFT CORP 201,481 2,739,750
91913Y100 VALERO ENERGY CORP N 91,492 306,475
931142103 WAL MART STORES INC 190,370 433,680
887389104 TIMKEN CO 29,884 178,425
907818108 UNION PAC CORP 8,474 136,824
464288638 ISHARES TR 203,974 193,163
060505104 BANK AMER CORP 175,184 307,650
11135F101 BROADCOM INC 267,458 1,228,752
444859102 HUMANA INC    
464288612 ISHARES TR 375,008 333,536
169656105 CHIPOTLE MEXICAN GRI 146,794 301,500
231021106 CUMMINS INC 186,042 278,880
78468R200 SPDR SER TR    
13321L108 CAMECO CORP 106,022 256,950
09857L108 BOOKING HLDGS INC 55,322 124,211
723787107 PIONEER NAT RES CO    
00287Y109 ABBVIE INC 69,095 88,850
21036P108 CONSTELLATION BRANDS    
25746U109 DOMINION ENERGY INC    
025537101 AMERICAN ELEC PWR CO 134,892 138,345
26875P101 EOG RES INC 132,555 122,580
609207105 MONDELEZ INTL INC    
78464A698 SPDR SER TR 158,659 181,050
81762P102 SERVICENOW INC 87,333 185,521
03027X100 AMERICAN TOWER CORP 49,853 45,853
036752103 ANTHEM INC    
049560105 ATMOS ENERGY CORP 60,575 69,635
084670702 BERKSHIRE HATHAWAY C 110,145 135,984
101137107 BOSTON SCIENTIFIC CO 27,985 44,660
20030N101 COMCAST CORP NEW    
291011104 EMERSON ELEC CO    
369604301 GENERAL ELEC CO 47,943 83,395
64110L106 NETFLIX INC 34,888 66,849
666807102 NORTHROP GRUMMAN COR    
79466L302 SALESFORCE.COM INC    
871607107 SYNOPSYS INC    
872590104 T-MOBILE US INC 35,770 55,183
92338C103 VERALTO CORP.    
929160109 VULCAN MATLS CO 176,127 205,784
949746101 WELLS FARGO & CO NEW 164,199 280,960
G54950103 LINDE PLC 115,327 157,001
G8473T100 STERIS PLC    
16115Q308 CHART INDUSTRIES INC 77,020 76,336
22788C105 CROWDSTRIKE HOLDINGS 58,470 85,540
35671D857 FREEPORT-MCMORAN INC 83,540 76,160
452327109 ILLUMINA INC 55,216 53,452
651639106 NEWMONT CORP 103,688 74,440
697435105 PALO ALTO NETWORKS I 157,062 181,960
863667101 STRYKER CORP 50,797 54,008
98980G102 ZSCALER, INC. 110,855 90,205
H8817H100 TRANSOCEAN LTD 153,128 150,000

TY 2024 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 588,433  

TY 2024 OtherDecreasesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Description Amount
CY PURCHASE OF ACCRUED INTEREST 15,594
ROC ON CY SALES 16,076


TY 2024 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 6,451 0   6,451
STATE FILING/TAX PAYMENT 200 0   200


TY 2024 OtherIncomeSchedule2
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 885 885  
FROM PARTNERSHIP/S-CORP 2,213 2,213  


TY 2024 OtherIncreasesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Description Amount
MUTUAL FUND TIMING ADJ 20,478
PY PURCHASE OF ACCRUED INTEREST 6,064
PY PENDING SALES 6,668


TY 2024 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 93,181 93,181    


TY 2024 TaxesSchedule
Name:
HOOVER FOUNDATION INCOME ACCOUNT
EIN:
34-6510994
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,285 7,285   0
FEDERAL TAX PAYMENT - PRIOR YE 15,258 0   0
FEDERAL ESTIMATES - PRINCIPAL 100,637 0   0
FOREIGN TAXES ON NONQUALIFIED 1,914 1,914   0