2025-11-13T12:19:49-06:00 2024-12-31 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990PF 2024-01-01 274274566 R DAVID & SUZANNE A HOOVER CHARITABLE TRUST RDAV 3036942190 7209 RUSTIC TRAIL BOULDER CO 803013938 R DAVID HOOVER TRUSTEE 3036942190 2025-11-13 1 1 STEPHEN A MOTTRAM CPA P00244026 3036942190 2024 2025-03-06 01:10:19Z X 62417312 X 1372432 4866 4866 925901 882957 306273 2342137 306273 94792 94792 2704264 1288888 0 0 0 9845 8861 984 202571 202561 0 25918 918 0 238334 212340 984 1554022 1554022 1792356 212340 1555006 911908 1076548 610806 269875 269875 5329 16762 16762 20476232 21197679 55980717 5370955 5881989 6149958 26463322 27366305 62417312 8925 8925 0 X 0 0 0 0 26454397 27366305 26454397 27366305 26463322 27366305 26454397 911908 0 27366305 0 27366305 AMG NATIONAL TRUST BANK - 4351 P 184145 178605 5540 5540 AMG NATIONAL TRUST BANK - 4351 P 280859 197432 83427 83427 MORGAN STANLEY #4527 P 390574 -390574 -390574 MORGAN STANLEY #4527 P 1493239 982149 511090 511090 WELLS FARGO - 5309 P 132172 123628 8544 8544 WELLS FARGO - 5309 P 94893 81056 13837 13837 WELLS FARGO - 3765 P 92528 82420 10108 10108 BASIS ADJUSTMENT P 49910 49910 49910 CAPITAL GAINS DIVIDENDS P 14391 14391 14391 306273 14964 0 14964 0 14964 32165 0 0 0 32165 X 0 17201 17201 0 0 0 0 0 0 0 0 0 1 1 0 0 1 CO 1 0 0 0 0 1 N/A AMG NATIONAL TRUST BANK 3036942190 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 R DAVID HOOVER 7209 RUSTIC TRAIL BOULDER CO 80301 CLASS A TRUSTEE 0.00 0 0 0 SUZANNE A HOOVER 7209 RUSTIC TRAIL BOULDER CO 80301 CLASS A TRUSTEE 0.00 0 0 0 JONATHAN D HOOVER 3188 CASTLE PEAK AVENUE SUPERIOR CO 800276069 CLASS B TRUSTEE 0.00 0 0 0 JENNIFER S ANDERSON PO BOX 2326 FRISCO CO 80443 CLASS B TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 63896990 460655 1707825 66065470 0 0 66065470 990982 65074488 3253724 3253724 14964 14964 3238760 0 3238760 0 3238760 1555006 0 1555006 3238760 0 0 0 1555006 0 0 0 1555006 0 0 0 0 0 0 0 0 1683754 0 0 0 R DAVID HOOVER SUZANNE A HOOVER X COLORADOGIVESORG- COMMUNITY FIRST FOUNDATION 5855 WADSWORTH BYPASS ARVADA CO 80003 NONE EXEMPT COMMUNITY 54022 DEPAUW UNIVERSITY 313 S LOCUST ST GREENCASTLE IN 46135 NONE EXEMPT EDUCATION 1000000 EMERGENCY FAMILY ASSISTANCE ASSOCIATION 1575 YARMOUTH AVE BOULDER CO 80304 NONE EXEMPT HEALTH 20000 FAMILY AND INTERCULTURAL RESOURCE CENTER 251 W 4TH STREET SILVERTHORNE CO 80498 NONE EXEMPT COMMUNITY 400000 FRONT RANGE COMMUNITY COLLEGE 3645 WEST 112TH AVE WESTMINSTER CO 80031 NONE EXEMPT EDUCATION 5000 MILE HIGH UNITED WAY 711 PARK AVE DENVER CO 80205 NONE EXEMPT COMMUNITY 5000 SUMMIT VALLEY HORSE CENTER 35405 HIGHWAY 9 SILVERTHORNE CO 80498 NONE EXEMPT COMMUNITY 50000 UNIVERSITY OF COLORADO FOUNDATION 1800 GRANT ST DENVER CO 80203 NONE EXEMPT EDUCATION 10000 VIA MOBILITY SERVICES 2855 63RD ST BOULDER CO 80301 NONE EXEMPT HEALTH 10000 1554022 0 14 4866 14 925901 14 94792 18 306273 0 1331832 0 1331832 0 0 0 0 0 0 0 0 0 0 X X 1 R DAVID AND SUZANNE A HOOVER 7209 RUSTIC TRAIL BOULDER CO 803013938 1372432 X X 1 72,448 SHARES DASEKE INC 591140 2024-02-09 1 CASH 400000 2024-10-11 1 22,435 SHARES BALL CORP 1258155 2024-12-26 ACCOUNTING & TAX PREPARATION FEES 9845 8861 984 3M COMPANY (MORGAN STANLEY 4527) 229737 193635 ALTERIA GROUP INC (MORGAN STANLEY 4527) 69605 156870 APPLE INC (MORGAN STANLEY 4527) 127134 250420 AVANTOR INC (MORGAN STANLEY 4527) 47020 105350 BALL CORP (MORGAN STANLEY 4527) 3341937 10176998 BERKSHIRE HATHAWAY CL-B (MORGAN STANLEY 4527) 416029 1087872 THE BLACKSTONE GROUP LP (MORGAN STANLEY 4527) 54920 1034520 BOEING CO (MORGAN STANLEY 4527) 131334 123900 CHEVRON CORP (MORGAN STANLEY 4527) 38345 144840 CUMMINS INC (MORGAN STANLEY 4527) 207896 871500 DEVON ENERGY CORP NEW (MORGAN STANLEY 4527) 149338 98190 EDGEWELL PERS CARE CO (MORGAN STANLEY 4527) 726351 800990 ELANKO ANIMAL HEALTH (MORGAN STANLEY 4527) 4927 3706 ELI LILLY AND CO (MORGAN STANLEY 4527) 1896272 11138416 GE HEALTHCARE TECHNOLOGIES INC (MORGAN 4527) 36054 39090 GENERAL ELECTRIC CO COM (MORGAN STANLEY 4527) 88725 208488 GENERAL VERNOVA INC (MORGAN STANLEY 4527) 22524 102626 HIMAX TECHNOLOGIES (MORGAN STANLEY 4527) 53499 40200 MCDONALDS CORP (MORGAN STANLEY 4527) 292487 579780 MEROE BIOPHARMA GROUP (MORGAN STANLEY 4527) 56294 52500 MICROSOFT CORP (MORGAN STANLEY 4527) 228920 421500 NEWELL BRANDS INC (MORGAN STANLEY 4527) 77289 49800 NVIDIA CORPORATION (MORGAN STANELY 4527) 111542 671450 PROLOGIS INC COM (MORGAN STANLEY 4527) 42028 137410 STARBUCKS CORP WASHINGTON (MORGAN STANLEY 4527) 101644 91250 TESLA INC (MORGAN STANLEY 4527) 280066 403840 WALT DISNEY CO HLDG CO (MORGAN STANLEY 4527) 170761 222700 NH PIF CLASS S (MORGAN STANLEY 9216) 286358 290126 AT&T INC (AMG 4351) 13345 15893 BAXTER INTERNATIONAL INC (AMG 4531) 26876 21841 BECTON DICKINSON & CO (AMG 4351) 12147 11570 BRISTOL-MYERS SQUIBB (AMG 4351) 24830 30203 CSX CORP (AMG 4351) 16700 15748 CVS HEALTH CORP (AMG 4351) 26228 19976 CARLYLE GROUP INC COM (AMG 4351) 11580 18126 CITIGROUP INC (AMG 4351) 28005 34843 CHARTER COMMUNICATIONS (AMG 4351) 18178 17481 CHEVRON CORP (AMG 4351) 23174 21871 CORNING INC.COM (AMG 4351) 16325 24710 WALT DISNEY CO (AMG 4351) 13628 16703 DOLLAR GENERAL CORP (AMG 4351) 28059 20699 DOMINION RES INC (AMG 4351) 15216 17612 DOW INC (AMG 4351) 36759 29616 EXPEDIA (AMG 4351) 9232 17142 FEDEX (AMG 4351) 15348 19412 GILEAD SCIENCES (AMG 4351) 20524 27434 HUMANA, INC. (AMG 4351) 9438 8372 HUNTINGTON BANCSHARES (AMG 4351) 18440 20549 JOHNSON & JOHNSON (AMG 4531) 25363 22995 KENVUE INC (AMG 4531) 27892 31064 KIMBERLY CLARK (AMG 4351) 11545 12187 KRAFT HEINZ (AMG 4351) 13438 12223 L3HARRIS TECHNOLOGIES INC (AMG 4351) 23046 24603 NEWMONT MINING (AMG 4351) 19769 18275 NEXTERA ENERGY INC 16833 21507 OCCIDENTAL PETROLEUM CORP COMMON STOCK (AMG 4351) 28891 24458 OCCIDENTAL PETROLEUM WT EXP (AMG 4351) 0 1681 PPL CORP (AMG 4351) 20233 24823 PEPSICO INC (AMG 4351) 18236 16270 PHILIP MORRIS INTERNATIONAL (AMG 4351) 10931 18414 SALESFORCE.COM INC (AMG 4351) 15211 24072 CHARLES SCHWAB CORP (AMG 4351) 14934 21315 TRUIST FINANCIAL CORP (AMG 4351) 17757 26071 TYSON FOODS INC (AMG 4351) 21277 20047 VERIZON COMMUNICATIONS (AMG 4351) 25612 25554 WARNER BROS DISCOVERY (AMG 4351) 23835 22810 WILLIS TOWERS WATSON (AMG 4351) 20654 31011 ZIMMER BIOMET HOLDINGS (AMG 4351) 22343 22394 BALL CORP (AMG 5225) 2772814 5698512 VANGUARD INFLATION PROTECTED ADMIRAL CL (AMG 5225) 35009 33698 BALL CORP (WELLS FARGO 3765) 8338988 19918965 0 0 16762 16762 SPDR S&P 500 (MORGAN STANLEY 4527) AT COST 80812 410256 MSILF TREASURY (MORGAN STANLEY 4527) AT COST 685868 685868 FIDELITY ADV BIOTECHNOLOGY (MORGAN STANLEY 4527) AT COST 227836 231485 PGIM SHORT UR HIG YLD OPP FD (MORGAN STANLEY 9216) AT COST 314311 271904 PIMCO DYNAMIC INCOME FD (MORGAN STANLEY 9216) AT COST 328948 250889 CION ARES DIVERSIFIED CU (MORGAN STANLEY 9216) AT COST 650222 652654 ALKEON GROWTH OFFSHORE (MORGAN STANLEY 9216) AT COST 500000 500000 ISHARES MSCI EAFE INDEX FUND (AMG 5225) AT COST 40387 49298 ISHARES RUSSELL MIDCAP INDEX (AMG 5225) AT COST 90048 86986 ISHARES TRUST RUSSELL 2000 (AMG 5225) AT COST 41601 67835 ISHARES CORE INTL STOCK ETF (AMG 5225) AT COST 203080 202521 T ROWE INTERNATIONAL DISCOVERY FUND #38 (AMG 5225) AT COST 75009 52727 VANGUARD TOTAL BOND MARKET ETF (AMG 5225) AT COST 39916 39479 ABBEY CAPITAL MULTI ASSET FD (WELLS FARGO 5309) AT COST 89669 85333 THE TAX-EXEMPT BOND FUND OF AMERICA (WELLS FARGO 5309) AT COST 55555 54978 CAPITAL GRP MUNICIPAL INCOME (WELLS FARGO 5309) AT COST 49631 48941 FIRST EAGLE FDS INC GLOBAL FD CL I (WELLS FARGO 5309) AT COST 112542 133594 FIRST EAGLE FDS INC GLBL INCOME BUILDER FD CL I (WELLS FARGO 5309) AT COST 50699 53109 VANGUARD TOTAL STOCK ETF MARKET ETF (WELLS FARGO 5309) AT COST 72858 87233 VANGAURD STAR FUND (WELLS FARGO 5309) AT COST 48461 54805 VANGUARD TAX-MANAGED BALANCED AT COST 57059 62586 MATRIX BANFF AT COST 485274 485274 MARAN SPV, LP AT COST 374009 374009 MPLX LP COM UNIT REP LTD AT COST 10734 10734 PETERSHILL IV OFFSHORE AT COST 289835 289835 ENERGY TRANSFER LP COM UT LTD AT COST 11656 11656 SERIES 2 LLC AT COST 4157 4157 LODGE HILL FUND LP AT COST 891812 891812 PARTNERSHIP INCOME 94792 94792 94792 INVESTMENT MANAGEMENT FEES 202571 202561 0 FOREIGN TAXES PAID 918 918 0 2024 ESTIMATED TAX PAYMENT 25000 0 0