Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE HOVEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

23-2544450
B Telephone number (see instructions)

2155531152
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,758,205J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 112,494 112,494  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 302,416
b Gross sales price for all assets on line 6a 1,602,206
7 Capital gain net income (from Part IV, line 2)... 302,416
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 414,910 414,910  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
29,353 17,612   11,741
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,833 1,824   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,187 19,437 0 11,741
25 Contributions, gifts, grants paid....... 316,000 316,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 355,187 19,437 0 327,741
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,723
b Net investment income (if negative, enter -0-) 395,473
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 7,492 6,998  
2 Savings and temporary cash investments......... 179,018 243,499 108,773
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,681,925 Click to see attachment
List of Attached Documents:
// Content
3,681,578 		4,649,432
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,868,435 3,932,075 4,758,205
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,868,435 3,932,075
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)..... 3,868,435 3,932,075
30 Total liabilities and net assets/fund balances (see instructions). 3,868,435 3,932,075
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
3,868,435
2
Enter amount from Part I, line 27a .....................
2
59,723
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,922
4
Add lines 1, 2, and 3 ..........................
4
3,933,080
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,005
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,932,075
Form 990-PF (2025)
Form 990-PF (2025)
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 54. ALLSTATE CORP   2022-11-15 2025-01-10
b 31. APPLIED MATERIALS INC   2024-03-20 2025-01-10
c 19. APPLIED MATERIALS INC   2023-09-25 2025-01-10
d 59. BIO-TECHNE CORP   2024-02-21 2025-01-10
e 60. E Q T CORP   2024-12-13 2025-01-10
29. HUBBELL INC COM   2024-08-27 2025-01-10
120. NEWMONT CORPORATION   2023-12-14 2025-01-10
49. PINDUODUO INC-ADR   2024-10-31 2025-01-10
8. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
21. BIO-TECHNE CORP   2024-02-21 2025-01-13
5. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
13. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
38. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
1341. ISHARES CORE S&P SMALL-CAP ETF   2023-07-03 2025-01-31
30. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
17. BECTON DICKINSON AND COMPANY   2023-10-13 2025-02-06
15. CONSTELLATION ENERGY   2023-09-25 2025-02-21
20. GE VERNOVA LLC   2024-08-08 2025-03-10
14. APPLE INC   2024-07-23 2025-03-12
56. CME GROUP INC   2019-03-04 2025-03-12
40. CONOCOPHILLIPS   2024-03-20 2025-03-17
120. E Q T CORP   2024-03-20 2025-03-17
80. E Q T CORP   2024-12-13 2025-03-17
150. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
77. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
38. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
982. ARISTOTLE FLOATING RATE INCOME FUND   2024-09-17 2025-04-07
1194.279 ARISTOTLE FLOATING RATE INCOME FUND   2023-02-06 2025-04-07
982.9264 H & W HIGH YIELD-Z   2024-09-17 2025-04-07
983.6416 H & W HIGH YIELD-Z   2023-02-06 2025-04-07
140. US BANCORP DEL   2024-10-24 2025-04-10
2. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2025-04-14
2. HUBSPOT INC   2023-06-30 2025-04-14
90. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
40. SANOFI   2023-12-14 2025-04-15
110. SANOFI   2023-12-14 2025-04-16
150. INGERSOLL RAND INC   2024-02-21 2025-04-25
60. CHEWY INC - CLASS A   2023-09-25 2025-04-29
13. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
30. DEXCOM INC   2025-01-15 2025-05-23
1. ALPHABET INC/CA-CL A   2025-03-20 2025-05-29
38. ALPHABET INC/CA-CL A   2023-02-15 2025-05-29
48. CONOCOPHILLIPS   2024-08-01 2025-06-04
29. CONOCOPHILLIPS   2024-03-20 2025-06-04
44. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
27. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
55. ALPHABET INC/CA-CL A   2023-02-15 2025-06-24
160. GENERAL MOTORS CO   2024-03-20 2025-06-30
54. 3M CO   2024-07-23 2025-07-02
37. ALPHABET INC/CA-CL A   2015-08-19 2025-07-14
17. AMAZON COM INC   2024-08-28 2025-07-14
14. AMAZON COM INC   2024-03-20 2025-07-14
1. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2025-07-14
4. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
3. HUBSPOT INC   2023-06-30 2025-07-14
7. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
17. NVIDIA CORP   2023-04-14 2025-07-14
18. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
44. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
5296.609 ARISTOTLE FLOATING RATE INCOME FUND   2023-02-06 2025-07-21
1671.542 BNYM INTL STCK-Y   2015-10-29 2025-07-21
4681.648 H & W HIGH YIELD-Z   2023-02-06 2025-07-21
6. INTUITIVE SURGICAL INC   2024-04-25 2025-07-21
4268. ISHARES TR RUSSELL MIDCAP INDEX FD   2021-02-02 2025-07-21
1200. ISHARES CORE MSCI EAFE ETF   2024-06-24 2025-07-21
49. ZOETIS INC   2024-01-08 2025-07-21
.95 CHEVRON CORPORATION   2025-04-03 2025-07-28
70. METLIFE INC   2024-10-04 2025-07-30
100. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
140. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
17. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
50. BLOCK INC   2023-06-30 2025-08-06
8. GE VERNOVA LLC   2024-08-08 2025-08-11
136. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
32. DANAHER CORP   2023-07-31 2025-08-27
15. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
20. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
50. DOMINION ENERGY INC   2024-04-09 2025-09-04
9. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
7. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
22. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
9. GE VERNOVA LLC   2024-08-08 2025-09-09
160. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
80. DEXCOM INC   2025-01-15 2025-09-26
50. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
5. DANAHER CORP   2025-03-17 2025-10-08
47. DANAHER CORP   2023-09-25 2025-10-08
80. AT&T INC   2022-10-27 2025-10-10
30. ALPHABET INC/CA-CL A   2015-08-19 2025-10-10
33. AMAZON COM INC   2023-01-26 2025-10-10
20. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-10-10
7. AMETEK INC NEW   2024-04-09 2025-10-10
34. APPLE INC   2023-08-31 2025-10-10
4. APPLIED MATERIALS INC   2023-09-25 2025-10-10
7. ASSURANT INC   2024-11-14 2025-10-10
3. ATLASSIAN CORP   2025-04-25 2025-10-10
1. AXON ENTERPRISE INC   2025-09-03 2025-10-10
40. BANK OF AMERICA CORP   2025-04-15 2025-10-10
20. BENTLEY SYSTEMS INC   2025-05-29 2025-10-10
8. BERKSHIRE HATHAWAY INC DEL CL B   2023-06-30 2025-10-10
10. BIONTECH SE-ADR   2025-04-14 2025-10-10
7. BROADCOM INC   2025-01-10 2025-10-10
3. CME GROUP INC   2020-07-23 2025-10-10
30. C S X CORP   2025-01-10 2025-10-10
4. CAPITAL ONE FINANCIAL CORP   2025-06-30 2025-10-10
1. CARLISLE COMPANIES INC   2025-07-14 2025-10-10
3. CHEVRON CORPORATION   2025-04-03 2025-10-10
30. CHEWY INC - CLASS A   2023-09-25 2025-10-10
40. CISCO SYSTEMS INC   2023-08-31 2025-10-10
10. COMERICA INC   2025-07-31 2025-10-10
4. CONSTELLATION ENERGY   2023-09-25 2025-10-10
10. COSTAR GROUP INC   2024-04-09 2025-10-10
2. CUMMINS ENGINE INC   2025-10-08 2025-10-10
10. DELTA AIR LINES INC - W/I   2025-08-15 2025-10-10
7. DIAMONDBACK ENERGY INC   2025-06-16 2025-10-10
16. WALT DISNEY CO/THE   2024-03-20 2025-10-10
10. DOLBY LABORATORIES INC   2025-01-14 2025-10-10
30. DOMINION ENERGY INC   2024-04-09 2025-10-10
20. E Q T CORP   2024-03-20 2025-10-10
13. EXXON MOBIL CORP   2025-03-17 2025-10-10
3. META PLATFORMS INC   2025-08-06 2025-10-10
60. FORD MOTOR CO DEL   2025-06-30 2025-10-10
40. FREEPORT-MCMORAN INC   2024-04-09 2025-10-10
1. GE VERNOVA LLC   2024-08-08 2025-10-10
13. GILEAD SCIENCES INC   2025-09-26 2025-10-10
3. GOLDMAN SACHS GROUP INC   2025-05-23 2025-10-10
4436.004 GOLDMAN SACHS ABS RETURN TR FUND - I   2023-11-22 2025-10-10
10. HOWMET AEROSPACE INC   2024-04-09 2025-10-10
6. HUBBELL INC COM   2025-06-17 2025-10-10
2. HUBSPOT INC   2023-06-30 2025-10-10
3. HUMANA INC   2025-09-04 2025-10-10
2. IDEXX LABS INC   2025-07-21 2025-10-10
10. ILLUMINA INC   2023-07-31 2025-10-10
3. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-10
20. INTERNATIONAL PAPER CO   2024-09-12 2025-10-10
2. INTUITIVE SURGICAL INC   2024-04-25 2025-10-10
553. ISHARES 1-3 YEAR TREASURY BOND ETF   2023-02-06 2025-10-10
10. J P MORGAN CHASE & CO   2017-11-20 2025-10-10
16. JOHNSON & JOHNSON   2025-08-15 2025-10-10
50. KENVUE INC   2024-04-09 2025-10-10
7. L3HARRIS TECHNOLOGIES INC   2024-08-27 2025-10-10
4. LABCORP HOLDINGS INC   2024-07-25 2025-10-10
20. LAS VEGAS SANDS CORP   2022-09-23 2025-10-10
10. ESTEE LAUDER COMPANIES INC CL A   2025-10-08 2025-10-10
4. MARATHON PETROLEUM CORP   2023-12-14 2025-10-10
2. MASTERCARD INC   2025-06-24 2025-10-10
24. MICROSOFT CORPORATION   2019-01-17 2025-10-10
3. MONGODB INC   2024-11-26 2025-10-10
1. NETFLIX COM INC   2023-06-30 2025-10-10
20. NEWMONT CORPORATION   2025-02-06 2025-10-10
79. NVIDIA CORP   2023-04-14 2025-10-10
20. OMNICOM GROUP INC   2024-05-08 2025-10-10
7. PHILLIPS 66   2024-03-20 2025-10-10
6. REPLIGEN CORP   2023-08-31 2025-10-10
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-10-10
1. SERVICENOW INC   2025-01-10 2025-10-10
10. SHOPIFY INC-A W/I   2025-02-06 2025-10-10
10. BLOCK INC   2023-06-30 2025-10-10
2. SYNOPSYS INC   2025-03-20 2025-10-10
2. THERMO FISHER SCIENTIFIC INC.   2025-10-08 2025-10-10
3. UNITED HEALTH GROUP INC   2025-09-09 2025-10-10
17. VERALTO CORP-W/I   2024-04-09 2025-10-10
10. VOYA FINANCIAL INC   2025-09-04 2025-10-10
3. AON PLC/IRELAND A   2025-09-04 2025-10-10
16. CRH PLC   2023-09-25 2025-10-10
20. MEDTRONIC PLC   2024-01-08 2025-10-10
3. TRANE TECHNOLOGIES PLC   2013-06-12 2025-10-10
10. ALCON INC   2024-07-25 2025-10-10
1. SPOTIFY TECHNOLOGY SA   2025-04-29 2025-10-10
4. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-10-10
220. AT&T INC   2022-10-27 2025-10-21
1. MICROSOFT CORPORATION   2019-01-17 2025-10-22
6. MONGODB INC   2024-11-26 2025-10-22
180. AT&T INC   2024-01-08 2025-10-23
240. KENVUE INC   2024-03-20 2025-10-24
170. KENVUE INC   2024-03-20 2025-10-27
20. COMERICA INC   2025-07-31 2025-10-30
30. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
30. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
10. AMERICAN INTERNATIONAL GROUP   2020-03-24 2025-11-19
8. CUMMINS ENGINE INC   2025-09-18 2025-11-19
3. IDEXX LABS INC   2025-07-21 2025-11-19
20. NEWMONT CORPORATION   2025-02-06 2025-11-19
21. ATLASSIAN CORP   2025-04-25 2025-11-21
32. BIONTECH SE-ADR   2025-04-14 2025-11-21
14. CARLISLE COMPANIES INC   2025-07-14 2025-11-21
35. CHEVRON CORPORATION   2025-04-03 2025-11-21
60. CITIGROUP INC   2025-07-31 2025-11-21
20. MONGODB INC   2024-11-26 2025-11-21
50. NEWMONT CORPORATION   2025-02-06 2025-11-21
34. SHOPIFY INC-A W/I   2025-01-10 2025-11-21
10. BLOCK INC   2025-10-22 2025-11-21
70. BLOCK INC   2023-06-30 2025-11-21
18. BIONTECH SE-ADR   2025-04-14 2025-11-24
9. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
16. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
5. LABCORP HOLDINGS INC   2024-07-24 2025-12-16
23. LABCORP HOLDINGS INC   2024-06-12 2025-12-17
7. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
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CAPITAL GAIN DIVIDENDS P    
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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 9,672   7,125 2,547
b 5,305   6,203 -898
c 3,251   2,588 663
d 4,332   4,204 128
e 2,947   2,729 218
12,223   11,873 350
4,683   4,956 -273
4,652   5,918 -1,266
4,032   4,374 -342
1,583   1,496 87
2,580   2,734 -154
6,708   6,820 -112
9,387   10,496 -1,109
160,170   126,245 33,925
6,790   7,023 -233
3,848   4,395 -547
4,267   1,673 2,594
5,413   3,518 1,895
3,033   3,142 -109
14,300   10,920 3,380
3,991   4,864 -873
6,162   4,048 2,114
4,108   3,638 470
11,006   7,396 3,610
5,698   8,818 -3,120
5,428   6,211 -783
9,025   9,319 -294
10,975   11,190 -215
9,996   10,517 -521
10,004   10,024 -20
5,209   6,778 -1,569
1,060   682 378
1,076   1,064 12
3,723   5,788 -2,065
2,028   1,944 84
5,615   5,289 326
11,238   13,282 -2,044
2,226   1,093 1,133
3,512   6,382 -2,870
2,527   2,433 94
172   163 9
6,523   3,935 2,588
4,137   5,205 -1,068
2,500   3,527 -1,027
7,552   2,900 4,652
4,651   1,780 2,871
9,213   4,915 4,298
7,856   6,747 1,109
8,317   5,628 2,689
6,704   2,801 3,903
3,832   2,908 924
3,156   2,467 689
477   341 136
734   264 470
1,626   1,596 30
3,635   2,985 650
2,802   899 1,903
1,912   1,877 35
4,673   2,877 1,796
50,000   49,629 371
40,000   30,095 9,905
50,000   47,708 2,292
3,105   2,506 599
401,612   302,583 99,029
99,758   87,718 12,040
7,235   8,781 -1,546
147   139 8
5,228   5,883 -655
2,264   3,989 -1,725
3,086   4,529 -1,443
2,969   1,121 1,848
3,803   3,306 497
5,206   1,407 3,799
14,111   8,891 5,220
6,553   7,203 -650
2,035   5,312 -3,277
2,651   7,082 -4,431
2,928   2,473 455
2,203   1,742 461
1,690   1,355 335
5,250   4,257 993
5,436   1,583 3,853
7,307   7,836 -529
5,362   6,488 -1,126
7,726   5,087 2,639
1,025   1,067 -42
9,631   10,396 -765
2,071   1,455 616
7,242   1,036 6,206
7,488   4,701 2,787
1,670   1,408 262
1,287   1,266 21
8,662   6,627 2,035
885   545 340
1,533   1,503 30
445   691 -246
732   736 -4
1,995   1,524 471
1,013   961 52
3,976   2,728 1,248
1,039   1,017 22
2,417   1,566 851
805   515 290
1,083   956 127
846   854 -8
322   414 -92
451   440 11
1,175   546 629
2,806   2,299 507
803   681 122
1,526   446 1,080
774   953 -179
857   873 -16
600   603 -3
992   1,054 -62
1,787   1,842 -55
701   791 -90
1,813   1,484 329
1,094   675 419
1,459   1,484 -25
2,195   2,316 -121
691   652 39
1,736   2,047 -311
629   176 453
1,519   1,454 65
2,349   1,801 548
47,199   41,832 5,367
1,887   659 1,228
2,522   2,360 162
914   1,064 -150
854   938 -84
1,257   1,041 216
961   1,359 -398
478   508 -30
931   957 -26
889   748 141
45,801   45,009 792
3,062   990 2,072
3,063   2,830 233
842   1,021 -179
2,086   1,603 483
1,114   845 269
1,037   701 336
945   958 -13
746   596 150
1,136   1,109 27
12,474   3,704 8,770
1,007   1,010 -3
1,231   440 791
1,727   898 829
15,289   2,105 13,184
1,554   1,901 -347
910   1,100 -190
888   1,043 -155
944   738 206
920   1,030 -110
1,645   1,178 467
807   661 146
966   901 65
1,069   1,072 -3
1,107   1,048 59
1,743   1,519 224
747   775 -28
1,086   1,116 -30
1,889   896 993
1,934   1,724 210
1,263   105 1,158
745   924 -179
675   574 101
1,229   829 400
5,709   3,892 1,817
523   105 418
1,925   2,021 -96
4,421   3,133 1,288
3,592   4,875 -1,283
2,546   3,450 -904
1,551   1,357 194
4,504   5,076 -572
2,274   2,113 161
758   229 529
3,789   3,455 334
2,057   1,562 495
1,775   898 877
2,958   4,837 -1,879
3,087   3,255 -168
4,348   5,789 -1,441
5,249   5,129 120
5,827   5,697 130
6,348   6,735 -387
4,104   2,245 1,859
4,914   3,769 1,145
602   763 -161
4,217   4,628 -411
1,729   1,831 -102
2,333   1,865 468
4,137   3,316 821
1,291   1,054 237
5,908   4,608 1,300
1,768   1,391 377
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
      52,345
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       2,547
b       -898
c       663
d       128
e       218
      350
      -273
      -1,266
      -342
      87
      -154
      -112
      -1,109
      33,925
      -233
      -547
      2,594
      1,895
      -109
      3,380
      -873
      2,114
      470
      3,610
      -3,120
      -783
      -294
      -215
      -521
      -20
      -1,569
      378
      12
      -2,065
      84
      326
      -2,044
      1,133
      -2,870
      94
      9
      2,588
      -1,068
      -1,027
      4,652
      2,871
      4,298
      1,109
      2,689
      3,903
      924
      689
      136
      470
      30
      650
      1,903
      35
      1,796
      371
      9,905
      2,292
      599
      99,029
      12,040
      -1,546
      8
      -655
      -1,725
      -1,443
      1,848
      497
      3,799
      5,220
      -650
      -3,277
      -4,431
      455
      461
      335
      993
      3,853
      -529
      -1,126
      2,639
      -42
      -765
      616
      6,206
      2,787
      262
      21
      2,035
      340
      30
      -246
      -4
      471
      52
      1,248
      22
      851
      290
      127
      -8
      -92
      11
      629
      507
      122
      1,080
      -179
      -16
      -3
      -62
      -55
      -90
      329
      419
      -25
      -121
      39
      -311
      453
      65
      548
      5,367
      1,228
      162
      -150
      -84
      216
      -398
      -30
      -26
      141
      792
      2,072
      233
      -179
      483
      269
      336
      -13
      150
      27
      8,770
      -3
      791
      829
      13,184
      -347
      -190
      -155
      206
      -110
      467
      146
      65
      -3
      59
      224
      -28
      -30
      993
      210
      1,158
      -179
      101
      400
      1,817
      418
      -96
      1,288
      -1,283
      -904
      194
      -572
      161
      529
      334
      495
      877
      -1,879
      -168
      -1,441
      120
      130
      -387
      1,859
      1,145
      -161
      -411
      -102
      468
      821
      237
      1,300
      377
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 302,416
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 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 5,497
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 5,497
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 5,497
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 5,384
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 5,384
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 113
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
PA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBNY MELLON NA Telephone no. (215) 553-1152

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
JAMES HOVEY TRUSTEE
0 		0    
4180 CUTLASS LANE
NAPLES,FL34102
CAROL A HOVEY OFFICER
0 		0    
4180 CUTLASS LANE
NAPLES,FL34102
BROOKE HOVEY OFFICER
0 		0    
149 BETHLEHEM PIKE
PHILADELPHIA,PA19118
CHRISTIAN HOVEY OFFICER
0 		0    
535 SPRING LANE
WYNDMOOR,PA19038
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
4,504,651
b
Average of monthly cash balances.......................
1b
162,790
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,667,441
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,667,441
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
70,012
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,597,429
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
229,871
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
229,871
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,497
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,497
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
224,374
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
224,374
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
224,374
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
327,741
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
327,741
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 224,374
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 74,264
b From 2021...... 0
c From 2022...... 0
d From 2023...... 250,460
e From 2024...... 234,189
f Total of lines 3a through e ........ 558,913
4Qualifying distributions for 2025 from Part
XI, line 4: $ 327,741
a Applied to 2024, 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 2025 distributable amount..... 224,374
e Remaining amount distributed out of corpus 103,367
5 Excess distributions carryover applied to 2025. 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 5 662,280
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		74,264
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		588,016
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 250,460
d Excess from 2024 .... 234,189
e Excess from 2025 .... 103,367
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
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

MORRIS ARBORETUM

100 E NORTHWESTERN AVE
PHILADELPHIA,PA19118 		NONE   GENERAL OPERATING 3,000

WILLS EYE HOSPITAL FOUNDATION

840 WALNUT ST
PHILADELPHIA,PA19107 		NONE   GENERAL OPERATING 40,000

NEIGHBORHOOD HEALTH CLINIC

88 12 ST N
NAPLES,FL34102 		NONE   GENERAL OPERATING 10,000

EISENHOWER FELLOWSHIPS

250 SOUTH 16TH STREET
PHILADELPHIA,PA19102 		NONE   GENERAL OPERATING 150,000

NCH CENTER FOR PHILANTHROPY

350 7TH ST N
NAPLES,FL34102 		NONE   GENERAL OPERATING 7,500

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE   GENERAL OPERATING 1,000

WHITEMARSH FOUNDATION

PO BOX 538
LAFAYETTE,PA19444 		NONE   GENERAL OPERATING 500

FLORIDA GULF COAST UNIVERSITY

10501 FGCU BLVD
FORT MYERS,FL33965 		NONE   GENERAL OPERATING 1,000

FINGER LAKES BOATING MUSEUM

PO BOX 575
NEW YORK,NY148400575 		NONE   GENERAL OPERATING 500

FRIENDS OF THE OUTLET

PO BOX 65
DRESDEN,NY14441 		NONE   GENERAL OPERATING 1,000

UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST
PHILADELPHIA,PA19104 		NONE   GENERAL OPERATING 50,000

CHESTNUT HILL CONSERVANCY

8708 GERMANTOWN AVE
PHILADELPHIA,PA19118 		NONE   GENERAL OPERATING 500

BASCOM PALMER EYE INSTITUTE

900 NW 17TH STREET
MIAMI,FL33136 		NONE   GENERAL OPERATING 20,000

OPERATION HEALING FORCES

5100 W KENNEDY BLVD STE 100
TAMPA,FL33609 		NONE   GENERAL OPERATING 3,000

Save a Mind (SAM) Elimu Charity

1001 CHESTNUT STREET SUITE 101
PHILADELPHIA,PA19107 		NONE   GENERAL OPERATING 2,000

GUADALUPE CENTER

509 HOPE CIRCLE
IMMOKALEE,FL34142 		NONE   GENERAL OPERATING 25,000

MATTHEW'S MINDFUL MOMENT

1234 FAIRACRES ROAD
RYDAL,PA19046 		NONE   GENERAL OPERATING 1,000
Total ................................. 3a 316,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 112,494  
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 ............ 		    18 302,416  
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) ..   414,910  
13Total. Add line 12, columns (b), (d), and (e)..................
13
414,910
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsOtherSchedule2
Name:
THE HOVEY FOUNDATION
EIN:
23-2544450
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
026874784 AMERICAN INTERNATION AT COST 1,545 5,989
05569M814 BNY MELLON INTERMEDI AT COST 400,256 399,435
233203421 DFA EMERG MKTS CORE AT COST 59,601 101,060
594918104 MICROSOFT CORPORATIO AT COST 13,595 86,568
929089100 VOYA FINANCIAL INC AT COST 6,259 9,684
91324P102 UNITED HEALTH GROUP AT COST 5,243 9,243
060505104 BANK OF AMERICA CORP AT COST 13,597 19,800
46625H100 J P MORGAN CHASE & C AT COST 7,183 24,167
02079K305 ALPHABET INC/CA-CL A AT COST 6,105 75,433
023135106 AMAZON COM INC AT COST 9,094 58,628
037833100 APPLE INC AT COST 3,920 70,412
05587K857 BNYM INTL STCK-Y AT COST 67,563 127,443
12572Q105 CME GROUP INC AT COST 4,852 7,919
G8994E103 TRANE TECHNOLOGIES P AT COST 809 8,952
87234N765 TCW EMERGING MARKETS AT COST 52,358 50,412
464287499 ISHARES TR RUSSELL M      
464288273 ISHARES MSCI EAFE SM AT COST 74,136 77,530
517834107 LAS VEGAS SANDS CORP AT COST 6,147 11,716
020002101 ALLSTATE CORP COM      
464287457 ISHARES 1-3 YEAR TRE AT COST 164,149 165,392
00206R102 AT&T INC AT COST 3,617 5,713
00771X419 G Q G PART EMERG MKT AT COST 78,729 100,465
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 4,767 8,995
04045F592 ARISTOTLE FLOATING R AT COST 22,125 22,243
04621X108 ASSURANT INC AT COST 12,343 13,969
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 18,757 27,646
16679L109 CHEWY INC - CLASS A AT COST 4,163 7,602
17275R102 CISCO SYSTEMS INC AT COST 14,358 21,568
21037T109 CONSTELLATION ENERGY AT COST 4,015 12,718
22160N109 COSTAR GROUP INC AT COST 8,727 7,396
235851102 DANAHER CORP COMMON      
25746U109 DOMINION ENERGY INC AT COST 7,757 9,374
35671D857 FREEPORT-MCMORAN INC AT COST 10,362 12,190
38145N220 GOLDMAN SACHS ABS RE      
44134R735 HOTCHKIS & WILEY HIG      
443573100 HUBSPOT INC AT COST 8,510 6,421
452327109 ILLUMINA INC AT COST 7,037 7,083
46120E602 INTUITIVE SURGICAL I AT COST 4,489 6,796
464287200 ISHARES CORE S&P 500 AT COST 641,854 918,505
464287804 ISHARES TR S & P SMA      
56585A102 MARATHON PETROLEUM C AT COST 5,062 5,529
64110L106 NETFLIX COM INC AT COST 5,085 9,376
651639106 NEWMONT CORPORATION AT COST 4,042 8,987
67066G104 NVIDIA CORP AT COST 14,549 116,563
759916109 REPLIGEN CORP AT COST 6,926 7,374
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 7,863 9,579
G25508105 CRH PLC AT COST 5,263 11,731
G7496G103 RENAISSANCERE HLDGS      
031100100 AMETEK INC NEW AT COST 10,595 12,319
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
110122108 BRISTOL-MYERS SQUIBB AT COST 5,963 5,933
20825C104 CONOCOPHILLIPS      
25278X109 DIAMONDBACK ENERGY I AT COST 7,343 7,817
254687106 WALT DISNEY CO/THE AT COST 13,097 13,197
26884L109 E Q T CORP AT COST 6,739 10,720
320517105 FIRST HORIZON NATL C AT COST 5,590 8,843
36828A101 GE VERNOVA LLC AT COST 1,756 6,536
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 11,427 14,115
38141G104 GOLDMAN SACHS GROUP AT COST 10,255 22,854
443201108 HOWMET AEROSPACE INC AT COST 5,141 15,992
443510607 HUBBELL INC COM AT COST 15,826 18,653
45687V106 INGERSOLL RAND INC      
460146103 INTERNATIONAL PAPER AT COST 7,468 6,302
464287226 ISHARES BARCLAYS AGG AT COST 594,098 606,272
46432F842 ISHARES CORE MSCI EA AT COST 106,796 130,701
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 12,046 16,440
504922105 LABCORP HOLDINGS INC      
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
60937P106 MONGODB INC      
681919106 OMNICOM GROUP INC AT COST 10,438 8,883
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 7,388 6,065
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
88579Y101 3M CO      
902973304 US BANCORP DEL      
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 7,562 8,469
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 17,870 20,173
H01301128 ALCON INC AT COST 9,929 8,669
V7780T103 ROYAL CARIBBEAN CRUI      
05464C101 AXON ENTERPRISE INC AT COST 8,109 7,951
08265T208 BENTLEY SYSTEMS INC AT COST 6,923 5,725
11135F101 BROADCOM INC AT COST 22,599 30,111
126408103 C S X CORP AT COST 7,968 9,063
14040H105 CAPITAL ONE FINANCIA AT COST 6,456 8,967
14064D774 FULLTHALER BEH S/C G AT COST 80,000 83,837
147528103 CASEYS GENERAL STORE AT COST 6,722 6,633
14949P208 CAUSEWAY INTL VALUE AT COST 140,000 144,743
200340107 COMERICA INC AT COST 6,783 8,693
231021106 CUMMINS ENGINE INC AT COST 5,555 6,636
247361702 DELTA AIR LINES INC AT COST 6,029 6,940
25659T107 DOLBY LABORATORIES I AT COST 7,865 6,422
260003108 DOVER CORPORATION AT COST 8,050 8,981
291011104 EMERSON ELECTRIC COM AT COST 9,148 9,025
30231G102 EXXON MOBIL CORP AT COST 15,232 16,005
30303M102 META PLATFORMS INC AT COST 27,246 25,744
345370860 FORD MOTOR CO DEL AT COST 5,647 6,822
44134R529 H & W HIGH YIELD-Z AT COST 25,194 26,376
444859102 HUMANA INC AT COST 13,135 12,550
45168D104 IDEXX LABS INC AT COST 4,685 6,089
47803W703 J H III DISC MID CAP AT COST 200,000 189,184
478160104 JOHNSON & JOHNSON AT COST 20,082 25,662
518439104 ESTEE LAUDER COMPANI AT COST 12,918 14,661
57636Q104 MASTERCARD INC AT COST 7,763 7,992
64122Q705 NEUBERGER BERMAN INT AT COST 80,000 89,266
680223104 OLD REPUBLIC INTERNA AT COST 8,611 8,672
717081103 PFIZER INC AT COST 7,630 7,221
74256W584 PRINCIPAL MIDCAP FUN AT COST 200,000 180,902
808513105 SCHWAB CHARLES CORP AT COST 4,428 5,995
81762P102 SERVICENOW INC AT COST 11,995 9,191
82509L107 SHOPIFY INC-A W/I AT COST 4,123 6,439
871607107 SYNOPSYS INC AT COST 12,796 14,561
882508104 TEXAS INSTRUMENTS IN AT COST 6,463 6,246
883556102 THERMO FISHER SCIENT AT COST 19,750 22,019
L8681T102 SPOTIFY TECHNOLOGY S AT COST 7,534 7,549

TY 2025 OtherDecreasesSchedule
Name:
THE HOVEY FOUNDATION
EIN:
23-2544450
Description Amount
PY CHAR. DIST. CHECK CLEARED IN CY 1,000
ROUNDING 5


TY 2025 OtherExpensesSchedule
Name:
THE HOVEY FOUNDATION
EIN:
23-2544450
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 1 1   0


TY 2025 OtherIncreasesSchedule
Name:
THE HOVEY FOUNDATION
EIN:
23-2544450
Description Amount
MUTUAL FUND TIMING ADJ 922
CY CHAR. DIST. CHECK NOT CLEARED AT YE 4,000


TY 2025 OtherProfessionalFeesSchedule
Name:
THE HOVEY FOUNDATION
EIN:
23-2544450
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 29,353 17,612   11,741


TY 2025 TaxesSchedule
Name:
THE HOVEY FOUNDATION
EIN:
23-2544450
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,301 1,301   0
FEDERAL TAX PAYMENT - PRIOR YE 2,625 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,384 0   0
FOREIGN TAXES ON NONQUALIFIED 523 523   0