Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE PAST PRESIDENTS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)950 MAIN AVENUE 1100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44113
A Employer identification number

34-1963590
B Telephone number (see instructions)

(216) 592-5000
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$6,564,758J 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... 143,775 143,775  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 45,841
b Gross sales price for all assets on line 6a 2,209,512
7 Capital gain net income (from Part IV, line 2)... 45,841
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 189,616 189,616  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,000 0   17,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,600 0   8,600
c Other professional fees (attach schedule)....        
17 Interest............... 50 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,240 1,782   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,946 45,746   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,836 47,528   25,800
25 Contributions, gifts, grants paid....... 407,000 407,000
26 Total expenses and disbursements. Add lines 24 and 25 484,836 47,528   432,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -295,220
b Net investment income (if negative, enter -0-) 142,088
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 113,459 73,112 73,112
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 435,083 Click to see attachment
List of Attached Documents:
// Content
250,884 		250,884
b Investments—corporate stock (attach schedule)....... 3,918,585 Click to see attachment
List of Attached Documents:
// Content
4,434,645 		4,434,645
c Investments—corporate bonds (attach schedule)....... 1,703,078 Click to see attachment
List of Attached Documents:
// Content
1,806,117 		1,806,117
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right 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) 6,170,205 6,564,758 6,564,758
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 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........ 6,980,345 6,980,345
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -810,140 -415,587
29 Total net assets or fund balances (see instructions)..... 6,170,205 6,564,758
30 Total liabilities and net assets/fund balances (see instructions). 6,170,205 6,564,758
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
6,170,205
2
Enter amount from Part I, line 27a .....................
2
-295,220
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
689,773
4
Add lines 1, 2, and 3 ..........................
4
6,564,758
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,564,758
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a UBS ST 723   2023-02-10 2023-10-06
b UBS LT 723   2020-11-06 2023-06-05
c UBS ST 724   2023-01-17 2023-06-23
d UBS LT 724   2021-01-28 2023-01-12
e UBS ST 725   2023-05-12 2023-09-28
UBS LT 725   2022-02-28 2023-05-11
UBS LT 441   2022-01-06 2023-09-23
UBS ST 146   2022-03-22 2023-01-23
UBS LT 146   2020-05-26 2023-03-31
UBS ST 147   2022-04-22 2023-02-23
UBS LT 147   2020-05-26 2023-10-09
UBS ST 148   2023-02-26 2023-03-22
UBS LT 148   2020-09-29 2023-06-23
UBS ST 149   2022-07-25 2023-05-05
UBS LT 149   2021-08-30 2023-06-20
UBS ST 598   2022-11-23 2023-08-10
ALLIANCE BERNSTEIN LT   2017-06-05 2023-12-28
CAPITAL GAINS 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 1,255   1,780 -525
b 89,382   77,994 11,388
c 15,601   15,369 232
d 174,261   134,702 39,559
e 10,762   11,102 -340
814,022   866,886 -52,864
96,000   95,446 554
5,482   6,493 -1,011
47,123   46,761 362
8,216   9,387 -1,171
29,612   19,339 10,273
2,193   2,579 -386
18,757   16,570 2,187
3,981   4,647 -666
72,767   70,146 2,621
370,521   360,712 9,809
449,577   432,892 16,685
9,134     9,134
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       -525
b       11,388
c       232
d       39,559
e       -340
      -52,864
      554
      -1,011
      362
      -1,171
      10,273
      -386
      2,187
      -666
      2,621
      9,809
      16,685
      9,134
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 45,841
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 1,975
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 1,975
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 1,975
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,247
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,247
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.......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 1,272
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,272 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMICHAEL E ELLIOTT Telephone no.right arrow (216) 592-5000

Located atright arrow950 MAIN AVENUE SUITE 1100CLEVELANDOH ZIP+4right arrow44113
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MICHAEL E ELLIOTT CO-TRUSTEE
1.00 		8,500 0 0
950 MAIN AVE STE 1100
CLEVELAND,OH44113
THOMAS R PEPPARD JR CO-TRUSTEE
1.00 		8,500 0 0
950 MAIN AVE STE 1100
CLEVELAND,OH44113
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 (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,962,333
b
Average of monthly cash balances.......................
1b
407,350
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,369,683
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
6,369,683
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
95,545
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,274,138
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
313,707
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
313,707
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,975
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,975
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
311,732
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
311,732
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
311,732
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
432,800
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
432,800
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 311,732
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 7,497
b From 2019...... 98,802
c From 2020...... 77,490
d From 2021...... 86,267
e From 2022...... 114,667
f Total of lines 3a through e ........ 384,723
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 432,800
a Applied to 2022, 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 2023 distributable amount..... 311,732
e Remaining amount distributed out of corpus 121,068
5 Excess distributions carryover applied to 2023. 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 5 505,791
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		7,497
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		498,294
10 Analysis of line 9:
a Excess from 2019.... 98,802
b Excess from 2020.... 77,490
c Excess from 2021.... 86,267
d Excess from 2022.... 114,667
e Excess from 2023.... 121,068
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BEAUMONT SCHOOL

3301 NORTH PARK BLVD
CLEVELAND HTS,OH44118 		  PUBLIC CHARITY EDUCATIONAL 15,000

CLEVELAND CLASSICAL GUITAR SOCIETY

PO BOX 19162
CLEVELAND,OH44119 		  PUBLIC CHARITY EDUCATIONAL 10,000

GATES MILLS GARDEN CLUB

PO BOX 216
GATES MILLS,OH44040 		  PUBLIC CHARITY CHARITABLE 92,000

GESU PARISH

2450 MIRAMAR BLVD
CLEVELAND,OH44118 		  PUBLIC CHARITY CHARITABLE 30,000

GILMOUR ACADEMY

34001 CEDAR ROAD
GATES MILLS,OH44040 		  PUBLIC CHARITY EDUCATIONAL 50,000

MAGNIFICAT HIGH SCHOOL

20770 HILLIARD BLVD
ROCKY RIVER,OH44116 		  PUBLIC CHARITY EDUCATIONAL 50,000

RHONDA'S KISS

7007 BROADWAY AVE
CLEVELAND,OH44105 		  PUBLIC CHARITY CHARITABLE 10,000

ST IGNATIUS HIGH SCHOOL

1911 WEST 30TH STREET
CLEVELAND,OH44113 		  PUBLIC CHARITY EDUCATIONAL 75,000

ST EDWARD HIGH SCHOOL

13500 DETROIT AVE
LAKEWOOD,OH44107 		  PUBLIC CHARITY EDUCATIONAL 15,000

ST MARTIN DE PORRES SCHOOL

6111 LAUSCHE AVE
CLEVELAND,OH44103 		  PUBLIC CHARITY EDUCATIONAL 35,000

PARTNERSHIP SCHOOLS CLEVELAND

1910 WEST 54TH STREET
CLEVELAND,OH44102 		  PUBLIC CHARITY EDUCATIONAL 25,000
Total .................................right arrow 3a 407,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 143,775  
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 45,841  
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) .. 0 189,616 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
189,616
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,600 0   8,600

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Name of Bond End of Year Book Value End of Year Fair Market Value
AMER FUNDS AMER HIGH INCOME 89,241 89,241
AMER FUNDS BOND FUND OF AMER 140,910 140,910
AMERICAN FUNDS MULTI-SECTOR 143,924 143,924
ACCRUED INT 27441 8,095 8,095
AMER EXPRESS CO NTS 18,662 18,662
AMAZON COM INC NTS 41,349 41,349
ABBVIE INC NTS 25,398 25,398
WELL FARGO & CO NTS 28,360 28,360
APPLE INC B.E 20,575 20,575
BK OF NY MELLON CORP MED TERM 20,638 20,638
VISA INC NTS 26,349 26,349
MORGAN STANLEY NTS 36,251 36,251
MICROSOFT CORP NTS 35,260 35,260
GILEAD SCIENCES B.E 29,528 29,528
US BANCORP MED TERM 35,220 35,220
QUALCOMM INC NTS 35,822 35,822
NORTHROP GRUMMAN CALL 35,372 35,372
UNION PAC CORP B.E 30,773 30,773
MARSH & MCLENNAN COS CALL 36,863 36,863
GOLDMAN SACHS CALL 35,829 35,829
WALMART INC B.E 35,538 35,538
ENTERPRISE PROD OPER 33,510 33,510
ANHEUSER BUSCH INBEV 35,281 35,281
VERIZON COMM CALL 30,390 30,390
JP MORGAN CHASE B.E 15,590 15,590
ATT INC B.E 10,537 10,537
CITIGROUP NTS 21,386 21,386
COCA COLA B.E 27,982 27,982
HOME DEPOT B.E 23,130 23,130
PAYPAY HOLDINGS NTS 23,872 23,872
NEXTERA ENERGY CAPITAL CALL 18,124 18,124
LOCKHEED MARTIN 15,938 15,938
BK OF AMER CORP 39,180 39,180
HCA INC 18,312 18,312
BP CAP MARKETS 24,460 24,460
BENRSTEIN INTERMED 269,096 269,096
AB BOND INFL 23,597 23,597
AB GLOBAL BOND 265,775 265,775

TY 2023 InvestmentsCorpStockSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLEGION PLC 28147 9,375 9,375
ANSYS INC 13,064 13,064
ASPEN TECHNOLOGY 11,008 11,008
BENTLEY SYSTEMS INC 16,854 16,854
BERKLEY CORP 11,457 11,457
BRIGHT HORIZONS FAMILY SOL 7,633 7,633
CHARLES RIVER LABS 11,820 11,820
CHEMED CORP NEW 8,771 8,771
CHOICE HOTELS 7,025 7,025
COOPER COMPANIES INC 14,381 14,381
DOLBY LABORATORIES 10,342 10,342
EQUIFAX INC 12,117 12,117
EXPONENT INC 8,716 8,716
FAIR ISAAC CORP 8,148 8,148
HENRY JACK & ASSOC 10,295 10,295
INTERACTIVE BROJERS GRP 8,207 8,207
LENNOX INTL 14,321 14,321
LPL FINL HOLDINGS 11,836 11,836
NORDSON CORP 13,736 13,736
POOL CORP 15,948 15,948
ROLLINS CORP 10,612 10,612
SAIA INC 9,641 9,641
SCOTTS MIRACLE GRO CO 6,439 6,439
SITEONE LANDSCAPE SUPPLY 9,263 9,263
TELEDYNE TECH 9,372 9,372
TERADYNE INC 11,286 11,286
THOR INDUSTRIES 12,771 12,771
WATSCO INC 12,425 12,425
ZEBRA TECHNOLOGIES 9,839 9,839
ZURN ELKAY WATER SOLUTION CORP 9,764 9,764
ABB LTD SPON 28148 2,614 2,614
ADIDAS AG 813 813
AIA GROUP 1,872 1,872
AIR LIQUIDE 1,207 1,207
AIRBUS SE 1,697 1,697
AMADEUS IT GRP 1,802 1,802
AMERICA MOVIL 500 500
ANHEUSER BUSCH 1,099 1,099
ASML HLDG 3,028 3,028
ASSA ABLOY AB 503 503
ASTRAZENECA PLC 2,896 2,896
B&M EUROPEAN VALUE 461 461
BEIGENE LTD 541 541
BHP GROUP 546 546
BP PLC 1,097 1,097
BRITISH AMER TOBACCO 1,465 1,465
CAPEMINI S E 1,256 1,256
CARLSBERG AS 1,276 1,276
CDN NATL RAILWAY 503 503
COMPAGNIE FINAN 358 358
DAICHI SANKYO 875 875
DAIKIN INDS 906 906
DANONE SPON 842 842
DASSAULT SYSTEMS 637 637
DBS GRP 1,418 1,418
DNB BK ASA 1,043 1,043
DSV A/S ADR 703 703
ENGIE SPON ADR 1,477 1,477
EPIROC AKTIEBOLAG 1,545 1,545
ESSILORLUXOTTICA 2,010 2,010
FUJITSU LTD 871 871
GENMAB 1,465 1,465
GIVAUDAN 1,495 1,495
HDFC BANK 1,476 1,476
HERMES INTL 1,276 1,276
HITACHI LTD 867 867
HONG KONG EXCH 137 137
IBERDROLA SA 840 840
IMPERIAL BRANDS 769 769
INDUSTRIA DE DISENO 1,663 1,663
ITOCHU CORP 1,058 1,058
KERIBNG S A 1,415 1,415
KEYENCE CORP 1,762 1,762
LONDON STK EXCH 2,578 2,578
LONZA GROUP 758 758
LOREAL CO ADR 1,789 1,789
LVMH MOET HENNESSY 1,300 1,300
MARUBENI CORP 784 784
MERCADOLIBRE INC 1,572 1,572
MTU AERO EBGINES 756 756
NESTLE S A 1,619 1,619
NETEASE INC 373 373
NICE LTD 399 399
NIDEC CORP 333 333
NIPPON TELEGR 1,188 1,188
NITORI HOLDINGS 762 762
NOKIA CORP 359 359
NOMURA RESEARCH INSTITUTE 872 872
NOVO NORDISK 3,828 3,828
RECKITT BENCK 838 838
RECRUIT HLDGS 1,019 1,019
RELX PLC 912 912
ROYAL KPBN 841 841
SAFRAN S A 2,868 2,868
SAP SE SPON 3,092 3,092
SHIN ETSU 1,651 1,651
SHOPIFY INC 623 623
SIKA AG UNSPON 1,827 1,827
SMC CORP 1,612 1,612
STMICROELECTRONICS N V 1,654 1,654
STRAUMANN HLDG 1,159 1,159
TAIWAN SEMICONDUCTOR 1,976 1,976
TDK CORP 1,041 1,041
TENCENT HOLDING 869 869
TERUMO CORP 457 457
TFI INTL 1,496 1,496
TOKYO ELECTRON 1,155 1,155
TOTALENERGIES SE SPON 3,234 3,234
UNIICHARM CORP 535 535
UNTD OVERSEAS 1,601 1,601
ABBVIE INC 28146 13,327 13,327
AMER EXPRESS 12,552 12,552
ASTRAZENECA PLC 12,190 12,190
BECTON DICKINSON 12,192 12,192
BROADCOM INC 17,860 17,860
CISCO SYSTEMS 11,316 11,316
CME GROUP 9,898 9,898
CONOCOPHILLIPS 11,143 11,143
CROWN CASTLE INC 8,984 8,984
CVS HEALTH 13,660 13,660
EMERSON ELECTRIC 9,733 9,733
EXXON MOBIL 18,396 18,396
FEDEX CORP 11,131 11,131
GOLDMAN SACHS 13,888 13,888
JP MORGAN CHASE 13,268 13,268
LINDE PLC 16,839 16,839
LOCKHEED MARTIN 9,971 9,971
MCDONALDS CORP 14,232 14,232
MORGAN STANLEY 14,081 14,081
NORFOLK SOUTH 12,055 12,055
ORACLE CORP 10,965 10,965
PROCTOR AND GAMBLE CO 12,163 12,163
PROLOGIS INC 14,396 14,396
RTX CORP 6,731 6,731
SYSCO CORP 10,092 10,092
TRAVELERS COS 11,048 11,048
UNITED PARCEL 8,805 8,805
WALMART INC 14,189 14,189
WELLS FARGO 10,878 10,878
YUM! BRANDS INC 7,710 7,710
ABBOTT LABS 25724 12,878 12,878
ACCENTURE PLC IRELAND 23,160 23,160
ADVANCED MICRO DEVICES 19,900 19,900
ALPHABET INC 60,206 60,206
AMAZON COM 70,804 70,804
AMER TOWER CORP 18,566 18,566
AMERIPRISE FIN 13,674 13,674
APPLE 62,380 62,380
APPLIED MTLS 17,828 17,828
ASML HLDG 9,840 9,840
BOSTON SCIENTIFIC 13,181 13,181
BROADCOM INC 12,279 12,279
CHIPOTLE MEXICAN GRILL 16,009 16,009
COCA COLA 17,974 17,974
COSTCO WHOLESALE 19,142 19,142
DANAHER CORP 7,866 7,866
HONEYWELL INTL 9,437 9,437
INTUIT 22,501 22,501
INTUITIVE SURGI 12,820 12,820
LILLY ELI & CO 32,061 32,061
MASTERCARD INC 20,046 20,046
META PLATFORMS 43,537 43,537
MICROSOFT CORP 119,581 119,581
NIKE INC 15,634 15,634
O REILLY AUTO 13,301 13,301
PALO ALTO NETWORKS 13,270 13,270
PARKER HANNIFIN CORP 11,978 11,978
ROCKWELL AUTOMATION 8,383 8,383
S&P GLOBAL 13,216 13,216
SALESFORCE INC 24,472 24,472
SCHLUMBERGER LTD 10,668 10,668
SHERWIN WILLIAMS 17,778 17,778
THERO FISHER SCIENTIFIC 13,269 13,269
TJX COS 20,450 20,450
UNION PACIFIC 16,702 16,702
UNITEDHEALTH CORP 26,323 26,323
VISA INC 31,502 31,502
ABBOTT LABS 25723 15,080 15,080
ABBVIE INC 15,807 15,807
ACCENTURE PLC 19,651 19,651
AMER ELECTRIC POWER 5,604 5,604
ANALOG DEVICES 14,892 14,892
AUTOMATIC DATA PROC 10,950 10,950
BLACKROCK INC 13,801 13,801
BROADCOMM INC 23,441 23,441
CHUBB LTD 13,786 13,786
COCA COLA 14,261 14,261
DIAGEO PLC 2,476 2,476
EOG RESOURCES 7,983 7,983
EXXON MOBIL 16,697 16,697
HOME DEPOT 12,476 12,476
HONEYWELL INTL 11,744 11,744
JOHNSON AND JOHNSON 13,950 13,950
J P MORGAN CHASE 16,670 16,670
LINDE PLC 15,196 15,196
MARSH & MCLENNAN COS 11,368 11,368
MCDONALDS CORP 12,750 12,750
MICROSOFT CORP 55,654 55,654
MORGAN STANLEY 12,123 12,123
NEXTERA ENERGY 9,172 9,172
ORACLE CORP 18,450 18,450
PHILLIPS 66 7,456 7,456
PROCTER & GAMBLE 11,430 11,430
PROLOGIS INC 13,863 13,863
REPUBLIC SERVICES 8,246 8,246
STARBUCKS CORP 14,497 14,497
TAIWAN SEMICONDUCTOR 18,304 18,304
TRANE TECHNOLOGIES 4,634 4,634
UNION PACIFIC 12,526 12,526
UNITED PARCEL SERVICE 12,106 12,106
UNITEDHEALTH CORP 17,373 17,373
AMER FUNDS AMER MUT FD 25725 88,521 88,521
AMER FUNDS WASHINGTON MUT 92,753 92,753
AMER FUNDS CAPITAL INCOME BUILDER 170,367 170,367
INCOME FUND OF AMERICA 169,436 169,436
ABM INDS 28149 2,690 2,690
AGIOS PHARM 1,581 1,581
ALLEGIANT TRAVEL 1,570 1,570
AMERESCO INC 1,710 1,710
AMICUS THERAP 3,335 3,335
APELLIS PHARM 1,077 1,077
APPLIED IND TECH 5,353 5,353
ARCBEST CORP 1,683 1,683
ARMADA HOFFLER PPTYS 1,460 1,460
ARTIVION 1,770 1,770
ASGN INC 4,135 4,135
ATKORE INC 1,760 1,760
ATN INTL INC 935 935
ATRICURE INC 1,892 1,892
AZENTA INC 2,084 2,084
BARCHEM CORP 595 595
BLACK HILLS CORP 2,859 2,859
BLUEPRINT MEDICINES 4,704 4,704
BOISE CASCADE 5,433 5,433
BOX INC 2,254 2,254
BRIGHTVIEW HOLDINGS 741 741
BRINKER INTL 2,029 2,029
BRP GROUP 3,075 3,075
CASELLA WASTE SYS 3,333 3,333
CHART IND 2,454 2,454
CHUYS HOLDINGS 1,682 1,682
CITY HOLDING 2,536 2,536
CLEARWATER ANALYTICS HLDGS 861 861
CNO FINL GROUP 2,539 2,539
COHERENT CORP 958 958
COLUMBUS MCKINNON 2,380 2,380
CONMED CORP 2,847 2,847
CONSTRUCTION PARTNERS 1,654 1,654
CUSHMAN & WAKEFIELD 1,868 1,868
DANA INC' 1,519 1,519
DIAMONDROCK HOSP 2,451 2,451
ENTERPRISE FINL 1,652 1,652
ESCO TECH 2,107 2,107
ESSENT GRP 3,270 3,270
EXLSERVICE HOLDINGS 3,424 3,424
FEDERAL SIGNAL 6,216 6,216
FIRST BANCORP 1,702 1,702
FIRST FINANCIAL 2,328 2,328
FIRST INST BANCSYS 2,460 2,460
FOUR CORNERS PPTY 2,404 2,404
H&E EQUIPMENT SERVICES 1,884 1,884
HALOZYME THERA 2,846 2,846
HAMILTON LANE INC 4,651 4,651
HELEN OF TROY LTD 1,812 1,812
HIBBETT INC 1,296 1,296
HUB GRP 2,850 2,850
HUNTSMAN CORP 1,432 1,432
ICHOR HOLDINGS 1,648 1,648
IMAX CORP 1,487 1,487
INDEP REALTY TR 3,045 3,045
INDEP BANK CORP 1,974 1,974
INDEP BANK GRP 1,476 1,476
INSMED INC 3,533 3,533
INSTRUCTURE HOLDINGS 1,999 1,999
INTRA-CELLULAR THERAPIES 3,366 3,366
J & J SNACK FOODS CORP 3,844 3,844
JACK IN THE BOX INC 1,714 1,714
KADANT INC 4,205 4,205
KAISER ALUMINUM CORP NEW 2006 1,922 1,922
KB HOME 2,561 2,561
KITE REALTY GROUP TRUST REIT 3,292 3,292
KONTOOR BRANDS INC 1,748 1,748
LA-Z- BOY INC 1,514 1,514
LANTHEUS HLDGS INC 2,852 2,852
LIGAND PHARMACEUTICALS INC COM 2,285 2,285
LXP INDL TRUST $0.23 SBI 2,222 2,222
MACOM TECHNOLOGY SOLUTIONS 2,789 2,789
MAGNOLIA OIL & GAS 2,917 2,917
MALIBU BOATS INC CL A 2,412 2,412
MAXLINEAR INC CL A 1,830 1,830
MERIT MEDICAL SYSTEM INC 3,494 3,494
MINERALS TECHNOLOGIES INC 4,992 4,992
MYR GROUP INC 3,471 3,471
NEOGENOMICS INC NEW 1,812 1,812
NMI HOLDINGS INC CL A 2,582 2,582
NORTHWESTERN CORP NEW 2,697 2,697
OLD NATL BANCORP EVANSVL IND 2,973 2,973
OMNIAB INC 753 753
OMNICELL INC 1,279 1,279
ONESPAWORLD HLDGS 705 705
PACIFIC PREMIER BANCORP INC 2,445 2,445
PACIFIC BIOSCIENCES OF CALIF 1,795 1,795
PACIRA BIOSCIENCE INC 1,687 1,687
PATTERSON-UTI ENERGY INC 4,806 4,806
PERMIAN RES CORP 6,106 6,106
PHILLIPS EDISON 1,933 1,933
PHYSICIANS REALTY TRUST SBI 2,396 2,396
PJT PARTNERS INC 2,547 2,547
PRESTIGE CONSUMER HEALTHCARE 4,408 4,408
PROGRESS SOFTWARE 1,629 1,629
QUAKER CHEMICAL CORP 2,774 2,774
Q2 HLDGS INC 3,690 3,690
RAPID7 INC 2,855 2,855
RPT RLTY REIT 885 885
SELECTIVE INS GROUP INC 3,482 3,482
SEMTECH CORP 1,490 1,490
SHOCKWAVE MEDICAL INC 762 762
SILICON LABORATORIES INC 3,571 3,571
SM ENERGY CO 2,981 2,981
SONIC AUTOMOTIVE INC CL A 1,293 1,293
SOUTHSTATE CORP 2,618 2,618
SOUTHWESTERN ENERGY CO 2,116 2,116
SPIRE INC 2,431 2,431
SPROUT SOCIAL INC CL A 2,580 2,580
SPS COMM INC COM 3,683 3,683
STEVEN MADDEN LTD 4,914 4,914
SUMMIT MATLS INC CL A 4,923 4,923
SUN CTRY AIRLS HLDGS INC 2,202 2,202
SUPERNUS PHARMACEUTICALS INC 2,605 2,605
TAYLOR MORRISON HOME CORP CLA 3,681 3,681
TECNOGLASS INC 1,371 1,371
TEXAS ROADHOUSE INC CL A 978 978
TRANSMEDICS GROUP INC 2,999 2,999
TRAVERE THERAPEUTICS INC 1,357 1,357
UNITED CMNTY BKS BLAIRSVLE GA 2,370 2,370
VALLEY NATL BANCORP 2,161 2,161
VARONIS SYS INC 4,030 4,030
VERINT SYSTEMS INC 1,730 1,730
WERNER ENTERPRISES INC 3,390 3,390
WESBANCO INC 2,008 2,008
WILLSCOT MOBILE MINI HOLDINGS 1,202 1,202
WNS HOLDINGS LTD SPON ADR 2,402 2,402
WORKIVA INC 2,335 2,335
WORTHINGTON STL INC 1,321 1,321
WORTHINGTON INDUST INC 2,705 2,705
WSFS FINL CORP 2,572 2,572
YELP INC 3,124 3,124
YETI HOLDINGS INC 984 984
ZIFF DAVIS INC 1,545 1,545
ZURN ELKAY WATER SOLUTION CORP 2,443 2,443
AB DISC VALUE FUND 32,910 32,910
AB DISC GROWTH FUND 24,340 24,340
AB SMALL CAP CORE 23,085 23,085
ADOBE INC 8,949 8,949
ALPHABET INC 31,005 31,005
AMAZON.COM 20,208 20,208
AMERICAN ELECTRIC POWER 5,036 5,036
AMER TOWER CORP 4,749 4,749
APPLE INC 27,917 27,917
AUTODESK INC 1,461 1,461
AUTOZONE INC 5,171 5,171
BAKER HUGHES CO 6,255 6,255
BANK OF AMERICA 6,633 6,633
BOOZ ALLEN HAMILTON 2,942 2,942
BROADCOM INC 6,698 6,698
CDW CORP 4,319 4,319
CHARLES SCHWAB CORP 6,949 6,949
CHEVRON CORP 4,326 4,326
COCA COLA CO 6,777 6,777
COMCAST CORP 7,148 7,148
CONSTELLATION BRANDS 3,385 3,385
CORTEVA INC 2,444 2,444
COSTCO WHOLESALE CORP 5,281 5,281
CSX CORP 7,835 7,835
EATON CORP 9,633 9,633
EDWARDS LIFESCIENCES 5,490 5,490
ELEVANCE HEALTH 7,545 7,545
EOG RES 7,741 7,741
GEN DIGITAL 4,062 4,062
GOLDMAN SACHS 8,101 8,101
HCA HEALTHCARE INC 5,143 5,143
HOME DEPOT 9,010 9,010
HYATT HOTELS CORP 3,651 3,651
ILLUMINA INC 3,203 3,203
IQVIA HOLDINGS 8,792 8,792
KLA CORP 3,488 3,488
LINDE PLC 6,161 6,161
LPL FINANCIAL 2,276 2,276
LYONDELLBASSELL IND 5,610 5,610
MASTEC INC 2,953 2,953
MEDTRONIC PLC 8,485 8,485
META PLATFORMS 15,928 15,928
MICROSOFT CORP 50,389 50,389
NEXTERA ENERGY 4,616 4,616
NIKE INC 6,188 6,188
NVIDIA CORP 19,314 19,314
NXP SEMICONDUCTORS 6,431 6,431
ORACLE CORP 10,332 10,332
OTIS WORLDWIDE 5,547 5,547
PACCAR INC 8,007 8,007
PAYPAL HOLDINGS 3,071 3,071
PNC FINANCIAL 3,097 3,097
PROGRESSIVE CORP 10,672 10,672
PROCTER AND GAMBLE 5,275 5,275
PROLOGICS 6,932 6,932
QUALCOMM 6,074 6,074
REGENERON PHARM 7,026 7,026
RESTAURANT BRANDS 6,094 6,094
ROCHE HOLDINGS 6,376 6,376
RTX CORP 3,029 3,029
SENSATA TECHNOLOGIES 2,179 2,179
SERVICE NOW 3,532 3,532
STELLANTIS N V 2,752 2,752
T MOBILE 7,856 7,856
THERO FISHER SCIENTIFIC 5,308 5,308
UNITED HEALTH GROUP 19,479 19,479
VERTEX PHARMA 8,952 8,952
VISA INC 22,130 22,130
WALMART INC 12,454 12,454
WALT DISNEY 4,605 4,605
WATERS CORP 4,609 4,609
WELLS FARGO 9,155 9,155
WESTERN DIGITAL 3,718 3,718
WILLIS TOWERS WATSON 3,859 3,859
WORKDAY INC 3,313 3,313
ZOETIS INC 3,553 3,553
ACCRUED DIV AB 661 661
AB INTL STRAT 278,110 278,110
AB INTL SMALL CAP 54,060 54,060
BERNSTEIN EMER MKTS 25,317 25,317
AB ALL MARKET 95,370 95,370
OVERLAY A PORTFOLIO 217,027 217,027
OVERLAY B PORTFOLIO 81,149 81,149

TY 2023 InvestmentsGovtObligationsSch
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
US Government Securities - End of Year Book Value:

250,884
US Government Securities - End of Year Fair Market Value:

250,884
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherExpensesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OHIO CHARITABLE REGISTRATION FEE 200 0   200
INVESTMENT ADVISORY FEES 45,746 45,746   0


TY 2023 OtherIncreasesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Description Amount
UNREALIZED APPREC/(DEPREC) ON INVESTMENTS AND NONTAXABLE DISTNS REC'D 689,773


TY 2023 TaxesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 1,782 1,782   0
NET INVESTMENT INCOME TAX 4,458 0   0