2025-04-22T11:01:04-04:00 2024-12-31 550589014 Herndon Morton Herndon Yaeger 83 Edgington Lane Wheeling WV 26003 990PF 2024-01-01 550769742 August J & Thelma S Hoffmann Foundation % Robert J Krall AUGU 3042422300 83 Edgington Lane Wheeling WV 26003 ROBERT J KRALL TrusteeVP & Treasurer 3042422300 2025-03-01 false true ROBERT J KRALL P00051635 3042422300 2025-04-22 X 2024 2025-03-06 01:10:19Z X 10291723 X X 42103 42103 221299 221299 789781 2020199 789781 1053183 1053183 99810 32937 66873 1639 3405 1265 2140 104854 34202 69013 375000 375000 479854 34202 444013 573329 1018981 0 210454 309120 309120 130208 542111 542111 1908431 2326039 7257650 749562 599714 564627 1810000 1605000 1618215 4808655 5381984 10291723 0 0 X 4808655 5381984 4808655 5381984 4808655 5381984 4808655 573329 5381984 5381984 PUBLICALLY TRADED SECURITIES P 2020199 1230418 789781 789781 789781 14164 0 14164 0 14164 2620 2620 11544 false false false false false false false true true true false false false false true Robert J Krall 3042422300 83 Edgington Lane Wheeling WV 26003 false false false true true false false false false false false false false false false false false false false false false false William J Yaeger 83 Edgington Lane Wheeling WV 26003 Trustee 1.50 33270 0 0 Robert J Krall 83 Edgington Lane Wheeling WV 26003 Trustee 1.00 33270 0 0 Holly S Planinsic 83 Edgington Lane Wheeling WV 26003 Trustee 1.00 33270 0 0 Robert P Fitzsimmons 83 Edgington Lane Wheeling WV 26003 Trustee 0.25 0 0 0 NONE 0 NONE 0 9135313 998251 0 10133564 0 0 10133564 152003 9981561 499078 499078 14164 14164 484914 484914 484914 444013 444013 484914 441540 444013 441540 2473 482441 Robert J Krall Treasurer 83 Edgington Lane Wheeling WV 26003 3042422300 rkrall@hmhy.com ALL APPLICATIONS FOR GRANTS SHOULD BE MADE BY COMPLETING THE FOUNDATION GRANT APPLICATION FORM. THE APPLICATION FORM REQUESTS VARIOUS INFORMATION AND MATERIALS, INCLUDING GENERAL INFORMATION ABOUT THE OPERATIONS AND EXEMPT STATUS OF THE ORGANIZATION AND REGARDING THE PURPOSE AND USE OF REQUESTED GRANT. None GRANTS ARE LIMITED TO CHARITABLE PURPOSES IN THE US; HOWEVER, PREFERENCE IS AFFORDED TO OHIO COUNTY, WV, AND ITS CONTIGUOUS COUNTIES. IN ADDITION, SPECIAL ONSIDERATION IS GIVEN TO ROMAN CATHOLIC CHARITIES, THE EDUCATION OF CHILDREN, HEALTH CARE FOR THE COMMUNITY AND THE NEEDS OF THE POOR AND INFIRM. OGLEBAY FOUNDATION 255 MANSION DRIVE Wheeling WV 26003 NA PC ACCESS TO THE PARKS PROGRAM 30000 ARC OF OHIO COUNTY INC 439 WARWOOD AVE Wheeling WV 26003 NA PC SUMMER CAMP 10000 OGLEBAY INSTITUTE 26 CYPRESS AVE Wheeling WV 26003 NA PC TOWNGATE THEATRE BUILDING RENO YOUTH PROGRAMS 50000 ST MICHAEL PARISH SCHOOL 1221 NATIONAL ROAD Wheeling WV 26003 NA PC Luminary Fund 60000 LIFEHUB INC 35 16TH STREET Wheeling WV 26003 NA PC Winter Freeze Shelter 50000 LAUGHLIN COMMUNITY CENTER 129 18TH STREET ST12 Wheeling WV 26003 NA PC General Operations 15000 RITCHIE ELEMENTARY SCHOOL 3700 Wood Street Wheeling WV 26003 na PC Student Assistance Fund 2500 WHEELING MIDDLE SCHOOL 3500 CHAPLIN STREET Wheeling WV 26003 NA PC STUDENT ASSISTANCE FUND 12500 WHEELING COUNTRY DAY SCHOOL 8 PARK ROAD Wheeling WV 26003 NA PC TEACHER TRAINING DYSLEXIA & DISCALCULIA 43000 THE SEEING HAND ASSOCIATION 750 MAIN STREET Wheeling WV 26003 NA PC HANDICAP ACCESSIBLE VAN 40000 FAITH IN ACTION CAREGIVERS 2350 MAIN STREET 2 Wheeling WV 26003 NA PC General Purposes 37000 CITY OF WHEELING - CONT OF CARE 1500 CHAPLINE STREET Wheeling WV 26003 NA PC HOMELESS ASSISTANCE 25000 375000 0 14 42103 14 221299 18 789781 1053183 1053183 false false false false false false false false false false 5890 Ishares Ibonds Dec 2024 0 0 5862 Ishares Ibonds Dec 2025 149891 146843 5930 Ishares Ibonds Dec 2026 149971 142735 5824 Ishares Ibonds Dec 2027 149951 139543 5442 Ishares Ibonds Dec 2028 149901 135506 614 SHS ABBVIE INC 14719 109108 647 SHS ABBOTT LABORATORIES 14302 73182 802 SHS ALLSTATE CORP 26440 154618 700 SHARES ALPHABET INC CLASSA 26068 132510 400 SHS ALPHABET INC CLASS C 16529 76176 1340 SHS AMAZON 49206 293983 648 SHS AMERICAN EXPRESS CO 18180 192320 951 SHS AMGEN 71667 247869 1410 SHS APA CORP 0 0 1467 SHS APPLE 40756 367366 1836 SHS APPLIED MATERIALS IN 35841 298589 910 SHS BHP BILLITON LIMITED 50276 44435 2000 SHS BANK OF AMERICA CORP 28687 87900 150 SHS BLACKROCK INC 93371 153767 410 SHS BOEING 19717 72570 558 SHS CATERPILLAR 29766 202420 400 SHS CITIGROUP INC 15902 28156 57 SHS CONOCOPHILLIPS 6481 5653 900 SHS DISNEY 33377 100215 195019 SHS DODGE & COX INTL 6951 9731 366 SHS DOW INC 15084 14688 1635 SHS EXXON MOBIL CORP 53084 175877 519 SHS FEDEX CORP 45911 146010 792 SHS FIRST INDUSTRIAL REAL 6198 39703 350 SHS GILEAD SCIENCES INC 24513 32330 711 SHS INVESCO S&P MIDCAP 400 205927 344690 500 SHS HOME DEPOT 13353 194495 190 SHS INTL FLAVORS & FRAGANC 26212 16065 23 SHS AIR PRODS 7 CHEMS INC 6512 6671 365 SHS AT&T INC 6495 8311 4 SHS BOOKINGS HOLDINGS 14926 19874 306 SHS BRISTOL MYERS SQUIBB 13881 17307 284 SHS CISCO SYS INC 12840 16813 340 SHS COMCAST 13116 12760 348 SHS ISHARES MSCI EMERGING 11552 14553 2907 SHS ISHARES S&P MIDCAP400 206795 363259 4406 SHS ISHARESTRUST SPSMALL 208105 507659 600 SHS JP MORGAN CHASE&CO 26688 143826 300 SHS JOHNSON & JOHNSON 15325 43386 727 SHS L3 TECHNOLOGIES INC 37910 152874 241 SHS LINDE PLC 43433 100899 1958196 SHS MATHEWS INDIA FUN 17800 49601 500 SHS MERCK & CO 21005 49740 30 SHS NABORS INDUSTRIES 0 0 2515 SHS ORACLE 52320 419100 50 SHS ORGANON & CO 0 0 70 SHS ORION OFFICE REIT INC 0 0 1875 SHS PAYCHEX 60024 262913 810 SHS PEPSICO 43709 123169 800 SHS PFIZER 19338 21224 1005 SHS PROCTOR & GAMBLE CO 42303 168488 700 SHS REALTY INCOME CORP 11234 37387 16 SHS COSTCO 13729 14660 644 SHS SECTOR SPDR TECH SELEC 0 0 150 SHS THERMO FISHER SCNTFC 23840 78035 1400 SHS TJX COS INC 40848 169134 489 SHS UNION PACIFIC CORP 11503 111512 240 SHS VANGUARD INFO TECHNOLO 0 0 50 SHS DANAHER CORP 13141 11478 14 SHS ELI LILLY & CO 12567 10808 505 SHS VISA 8889 159600 261 SHS VORNADO REALTY TRUST 0 0 1155 SHS WALGREEN BOOTS ALLIAN 42073 10776 2224 SHS WEYERHAUSER CO 46770 62606 60 SHS EMERSON ELECTRIC 6450 7436 250 SHS ZIMMER HOLDINGS INC 7554 26408 1785 SHS ADVANCED MICRO DEVIC 30092 215610 135 SHS FREEPORT MCMORAN INC 6479 5141 42 SHS GE AEROSPACE 6533 7005 287 SHS WOODSIDE ENERGY GROUP 0 0 25 SHS ZIMVIE INC 0 0 568 SHS SPDR S&P REGIONAL 0 0 211 SHS GE HEALTHCARE TECH 16955 16496 72 SHS GE VERONA 12663 23683 29 SHS GOLDMAN SACHS 13718 16606 414 SHS INTEL CORP 10462 8301 144 SHS INTERNATIONAL PAPER 6507 7750 52 SHS MCDONALDS 13626 15074 26 SHS META PLATFORMS INC 13546 15223 30 SHS MICROSOFT CORP 12843 12645 137 SHS MORGAN STANLEY 13515 17224 101 SHS NVIDIA CORP 12287 13563 56 SHS SALESFORCE INC 13635 18722 26 SHS UNITEDHEALTH GROUP 13835 13152 199 SHS WALMART 13372 17980 130 SHS 3M CO 14778 16782 50K PINNACLE BANK 4.8% 50000 50096 25K WELLS FARGO BANK 4.9% 25000 25453 25K BMW BANK OF NORT 2.85% 0 0 50K SALLIE MAE BANK 1.7% 0 0 25K SALLIE MAE BANK 3.1% 25000 24873 25K MORGAN STANLEY 4.05% 25000 25041 100K GOLDMAN SACHS BANK 3.3% 0 0 100K SYNCHRONY BANK 3.3% 0 0 25K MORGAN STANLEY 3.75% 0 0 25K SYNCHRONY BANK 3.2% 25000 24862 25K WELLS FARGO BANK 4.2% 25000 25148 25K NORTHEAST BANK 4.8% 25000 25003 30K UBS BANK 4.55% 30000 30445 25K CUSTOMERS BANK 3.2% 0 0 100K SYNCHRONY BANK 2.3% 0 0 25K AMERICAN EXPRESS 3.85% 25000 24944 25K UBS BANK USA 4.7% 25000 25421 30K POPULAR BANK 4.85% 30000 30059 25K CIBC BANK 4.55% 25000 25367 10K MORGAN STANLEY 2.09% 0 0 75K DISCOVER BANK 4.95% 25 75000 75515 50K TEXAS EXCHANGE BANK 4.0 50000 50139 25K WELLS FARGO 5.05% 25000 25133 25K UBS BANK 4.65% 25000 25467 25K UBS BANK USA 2.85% 0 0 25k FVC BANK 4.3% 25000 25037 25K TEXAS EXCHANGE BANK 4.1 25000 25140 25K BANK OF CHINA 5.15% 25000 25034 25K AVAILA BANK 4.9% 25000 25667 100K CAPITAL ONE 2.5% 0 0 25k CAPITAL ONE 3.85% 25000 24934 25K UBS BANK USA 4.0% 25000 25072 25K WELLS FARGO 5.1% 25000 25216 25K WELLS FARGO BANK 4.75% 25000 25586 10K SALLIE MAE BANK 0.55% 0 0 35K DISCOVER BANK 4.95% 26 35000 35626 25K UBS BANK USA 4.4% 25000 25376 50K PINNACLE BANK 4.6% 50000 50324 50K VISION BANK 4.05% 50000 50225 25K UNITED BANKERS 2.05% 0 0 40K DISCOVER BANK 4.85% 26 40000 40658 50K TEXAS EXCHANGE BANK 4.1% 50000 50331 30K CIBC BANK 4.65% 30000 30219 30K CIBC BANK 4.5% 30000 30536 25K AMERICAN EXPRESS 3.3% 0 0 25K UNIVERSITY BANK 4.15% 25000 25110 25K MORGAN STANLEY 4.35% 25000 25388 25K UBS BANK 4.8% 25000 25309 25K UNITED FIDELITY 4.5% 25000 25481 25K MORGAN STANLEY PV 3.8% 0 0 25K CAPITAL ONE, NTNL 3.9% 25000 24984 100K MERRICK BANK 3.8% 100000 99446 100K MORGAN STANLEY (2.8%) 0 0 25K SYNCHRONY BANK 4.45% 25000 25420 10K UBS BANK USA .65% 0 0 75K DISCOVER BANK 4.9% 27 75000 76995 50K SALLIE MAE BANK 4.05% 50000 50207 25K AVAILA BANK 5.05% 25000 25479 25K SOUTHERN FIRST 4.85% 25000 25789 25K UBS BANK USA 4.75% 0 0 25K FORBRIGHT BANK 4% 25000 25069 50K BMW BANK OF NORTH 3.8% 50000 49744 25K TEXAS HERTIAGE BANK 4.35% 25000 25049 25K WELLS FARGO BANK 4.6% 25000 25619 10K MORGAN STANLEY 3.15% 10000 9959 25K THE LYONS NTNL 4.85% 25000 25220 ADR Fees 26 26 0 0 Software 1239 1239 0 0 Exponent Philanthropy fee 830 0 0 830 D&O insurance 1257 0 0 1257 Postage 28 0 0 28 WV Annual Fee 25 0 0 25 2024 Estimated Taxes 1639 0 0 0