Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
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$6,868,163J 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... 169,416 169,416  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 258,009
b Gross sales price for all assets on line 6a 1,346,233
7 Capital gain net income (from Part IV, line 2)... 258,009
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........ 427,425 427,425  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 0   20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,543 0   2,543
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,800 0   4,800
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,983 1,983   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
53,450 53,250   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,776 55,233   27,543
25 Contributions, gifts, grants paid....... 447,000 447,000
26 Total expenses and disbursements. Add lines 24 and 25 529,776 55,233   474,543
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -102,351
b Net investment income (if negative, enter -0-) 372,192
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 73,112 102,287 102,287
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) 250,884 Click to see attachment
List of Attached Documents:
// Content
52,993 		52,993
b Investments—corporate stock (attach schedule)....... 4,434,645 Click to see attachment
List of Attached Documents:
// Content
4,868,446 		4,868,446
c Investments—corporate bonds (attach schedule)....... 1,806,117 Click to see attachment
List of Attached Documents:
// Content
1,844,437 		1,844,437
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) 6,564,758 6,868,163 6,868,163
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 -415,587 -112,182
29 Total net assets or fund balances (see instructions)..... 6,564,758 6,868,163
30 Total liabilities and net assets/fund balances (see instructions). 6,564,758 6,868,163
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
6,564,758
2
Enter amount from Part I, line 27a .....................
2
-102,351
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
405,756
4
Add lines 1, 2, and 3 ..........................
4
6,868,163
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
6,868,163
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a UBS ST 25723   2023-06-16 2024-06-06
b UBS LT 25723   2022-05-03 2024-03-20
c UBS ST 25724   2023-08-01 2024-07-02
d UBS LT 25724   2021-01-28 2024-03-11
e UBS ST 25725   2024-05-23 2024-08-21
UBS LT 25725   2023-05-12 2024-05-23
UBS LT 27441   2021-04-29 2024-11-21
UBS ST 28146   2023-10-17 2024-04-16
UBS LT 28146   2020-05-26 2024-01-26
UBS LT 28147   2020-05-26 2024-02-14
UBS ST 28148   2024-01-24 2024-08-12
UBS LT 28148   2020-09-29 2024-01-24
UBS ST 28149   2023-08-07 2024-02-20
UBS LT 28149   2021-02-12 2024-07-31
ALLIANCE BERNSTEIN LT INCL CIL   2023-04-27 2024-12-11
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 14,761   13,713 1,048
b 137,410   101,839 35,571
c 10,584   7,957 2,627
d 254,461   175,306 79,155
e 8,389   8,195 194
192,688   174,964 17,724
87,000   87,018 -18
20,040   23,872 -3,832
143,062   119,825 23,237
39,080   26,220 12,860
2,402   2,764 -362
20,480   19,362 1,118
5,382   6,818 -1,436
55,575   58,023 -2,448
354,956   294,356 60,600
31,971     31,971
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       1,048
b       35,571
c       2,627
d       79,155
e       194
      17,724
      -18
      -3,832
      23,237
      12,860
      -362
      1,118
      -1,436
      -2,448
      60,600
      31,971
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 2 258,009
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 5,173
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 5,173
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 5,173
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,272
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,772
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 24
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 1,575
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,575 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright 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 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MICHAEL E ELLIOTT CO-TRUSTEE
1.00 		10,000 0 0
950 MAIN AVE STE 1100
CLEVELAND,OH44113
THOMAS R PEPPARD JR CO-TRUSTEE
1.00 		10,000 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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
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 (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,642,730
b
Average of monthly cash balances.......................
1b
239,638
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,882,368
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
6,882,368
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
103,236
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,779,132
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
338,957
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
338,957
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,173
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,173
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
333,784
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
333,784
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
333,784
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
474,543
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
474,543
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 333,784
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 98,802
b From 2020...... 77,490
c From 2021...... 86,267
d From 2022...... 114,667
e From 2023...... 121,068
f Total of lines 3a through e ........ 498,294
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 474,543
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 333,784
e Remaining amount distributed out of corpus 140,759
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 639,053
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		98,802
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		540,251
10 Analysis of line 9:
a Excess from 2020.... 77,490
b Excess from 2021.... 86,267
c Excess from 2022.... 114,667
d Excess from 2023.... 121,068
e Excess from 2024.... 140,759
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

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 72,000

GESU PARISH

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

GILMOUR ACADEMY

34001 CEDAR ROAD
GATES MILLS,OH44040 		  PUBLIC CHARITY EDUCATIONAL 80,000

MAGNIFICAT HIGH SCHOOL

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

PARTNERSHIP SCHOOLS CLEVELAND

1910 WEST 54TH STREET
CLEVELAND,OH44102 		  PUBLIC CHARITY EDUCATIONAL 25,000

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

ST DOMINIC PARISH

3450 NORWOOD RD
SHAKER HEIGHTS,OH44122 		  PUBLIC CHARITY CHARITABLE 30,000
Total .................................right arrow 3a 447,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 169,416  
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 ............ 		    18 258,009  
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) .. 0 427,425 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
427,425
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,800 0   4,800

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Name of Bond End of Year Book Value End of Year Fair Market Value
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 294,044 294,044
AB BOND INFLATION STRATEGY CL 1 27,597 27,597
AB GLOBAL BOND FUND CL ADVISOR 290,300 290,300
WELLS FARGO & CO NTS B/E 28,933 28,933
APPLE INC B/E 20,906 20,906
BK OF NY MELLON CORP 20,898 20,898
VISA INC NTS B/E 26,687 26,687
MORGAN STANLEY NTS BVE 36,726 36,726
MICROSOFT CORP NTS B/E 35,873 35,873
GILEAD SCIENCES INC B/E 29,959 29,959
US BANCORP MED TERM NTS 35,803 35,803
QUALCOMM INC NTS B/E 35,983 35,983
NORTHROP GRUMMAN CORP 35,361 35,361
UNION PAC CORP B/E 30,163 30,163
MARSH & MCLENNAN COS INC 36,350 36,350
GOLDMAN SACHS GROUP INC 35,998 35,998
WALMART INC B/E 35,115 35,115
ENTERPRISE PRODUCTS OPER 33,458 33,458
ANHEUSER-BUSCH INBEV WOR 34,697 34,697
VERIZON COMMUNICATIONS 30,497 30,497
JPMORGAN CHASE & CO B/E 15,849 15,849
AT&T INC B/E 10,440 10,440
CITIGROUP INC NTS B/E 21,798 21,798
COCA-COLA CO/THE BIE 27,261 27,261
HOME DEPOT INC B/E 22,307 22,307
PAYPAL HLDGS INCORP NTS 23,052 23,052
NEXTERA ENERGY CAPITAL 17,723 17,723
LOCKHEED MARTIN CORP B/E 15,160 15,160
UNITEDHEALTH GROUP INC 9,054 9,054
8K OF AMER CORP B/E 38,984 38,984
HCA INC NTS BIE 17,812 17,812
BP CAP MARKETS AMER B/E 23,222 23,222
AON NORTH AMER INC B/E 22,972 22,972
ABBVIE INC B/E 21,757 21,757
PNC FINL SVCS GROUP INC 25,151 25,151
ACCRUED INT 27441 8,806 8,806
FEDERATED HERMES GOVT OBL FUND CLASS ADVISOR 2,942 2,942
AMER FUNDS AMERICAN HIGH-INCOME TRUST SM FUND CLASSS F2 SYMBOL: AHIFX 87,605 87,605
AMER FUNDS THE BOND FUND OF AMERICA FUND CLASS F2 SYMBOL: ABNFX 123,818 123,818
AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS F-2 SYMBOL: EBNFX 24,228 24,228
AMERICAN FUNDS MULTI-SECTOR INCOME CL F2 SYMBOL: MIAYX 129,148 129,148

TY 2024 InvestmentsCorpStockSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 18,437 18,437
NEOGENOMICS INC NEW 2,439 2,439
MYR GROUP INC 4,314 4,314
MONTROSE ENVIRONMENTAL GROUP 538 538
MODINE MFG CO 2,203 2,203
MINERALS TECHNOLOGIES INC 5,335 5,335
MERIT MEDICAL SYSTEM INC 4,449 4,449
MALIBU BOATS INC CL A 1,090 1,090
MAGNOLIA OIL & GAS CORP CL A 3,203 3,203
LXP INDL TRUST 0.23 SBI 1,819 1,819
LIGAND PHARMACEUTICALS INC COM 3,429 3,429
NMI HOLDINGS INC 3,198 3,198
LIBERTY ENERGY INC CLA 1,293 1,293
LA-Z-BOY INC 1,786 1,786
KONTOOR BRANDS INC 3,416 3,416
KITE REALTY GROUP TRUST REIT 3,635 3,635
KB HOME 2,695 2,695
KAISER ALUMINUM CORP NEW 2006 1,897 1,897
KADANT INC 4,140 4,140
JANUS INTL GROUP INC 750 750
J & J SNACK FOODS CORP 3,568 3,568
IOVANCE BIOTHERAPEUTICS INC 1,103 1,103
INTRA-CELLULAR THERAPIES INC 1,336 1,336
LANTHEUS HLDGS INC 3,042 3,042
GROUP INC 2,833 2,833
OLD NATL BANCORP EVANSVL IND 4,515 4,515
OMNIAB INC 655 655
SOUTHSTATE CORP 3,482 3,482
SONIC AUTOMOTIVE INC CL A 1,901 1,901
SM ENERGY CO 2,985 2,985
SILICON LABORATORIES INC 3,354 3,354
SEMTECH CORP 4,206 4,206
SELECTIVE INS GROUP INC 4,208 4,208
SCORPIO TANKERS INC 1,043 1,043
RXO INC 1,120 1,120
RUBRIK INC CL A 719 719
RENASANT CORP 1,359 1,359
RAPID7 INC 2,293 2,293
Q2 HLDGS INC 5,435 5,435
QUAKER CHEMICAL CORP 1,830 1,830
PROGRESS SOFTWARE CORP 2,411 2,411
PRESTIGE CONSUMER HEALTHCARE 5,622 5,622
PJT PARTNERS INC . A 2,998 2,998
PHILLIPS EDISON - ARC SHOPPING 1,985 1,985
PERMIAN RES CORP CL A 5,177 5,177
PERELLA WEINBERG PARTNERS CL 882 882
PATTERSON-UTI ENERGY INC 3,676 3,676
PACIFIC PREMIER BANCORP INC 2,093 2,093
ONESPAWORLD HLDGS LTD 1,572 1,572
OMNICELL INC 2,048 2,048
INTERNATIONAL SEAWAYS INC 539 539
SPIRE INC 2,645 2,645
INSMED INC COM 4,971 4,971
INDEPENDENT BANK CORP MASS 2,439 2,439
CITY HOLDING CO W. VA 2,725 2,725
CHART INDUSTRIES INC 3,435 3,435
CASELLA WASTE SYSTEMS INC CL A 4,127 4,127
BRINKER INTL INC 6,218 6,218
BOXING CL A 2,086 2,086
BOISE CASCADE CO 4,279 4,279
BLUEPRINT MEDICINES CORP 3,838 3,838
BLACK HILLS CORP 3,102 3,102
AZENTA INC 1,600 1,600
AXSOME THERAPEUTICS INC 2,284 2,284
CLEARWATER ANALYTICS HLDGS INC 1,816 1,816
ATRICURE INC 2,873 2,873
ATKORE INC 918 918
ASSOC BANC CORP WISC 2,342 2,342
ASGN INC 3,584 3,584
ARTIVION INC 2,830 2,830
ARMADA HOFFLER PPTYS INC REIT 1,207 1,207
ARDELYX INC 1,977 1,977
ARCBEST CORP 1,306 1,306
APPLIED INDL TECH INC 5,747 5,747
AMICUS THERAPEUTICS INC 2,477 2,477
AMERESCO INC CL A 1,268 1,268
ATN INTL INC COM 403 403
CNO FINL GROUP INC COM 3,386 3,386
COLUMBUS MCKINNON CORP 3,054 3,054
CONMED CORP 2,532 2,532
INDEPENDENCE REALITY TRUST INC 3,948 3,948
IMAX CORP CAD 3,277 3,277
ICHOR HOLDINGS SHS 1,579 1,579
HUB GROUP INC CL A 2,005 2,005
HAMILTON LANE INC CL A 2,517 2,517
HALOZYME THERAPEUTICS INC 4,064 4,064
H&E EQUIPMENT SERVICES INC 2,203 2,203
FTAI AVIATION LTD 2,449 2,449
FOUR CORNERS PPTY TRUST 2,578 2,578
FIRST INTST BANCSYSTEM INC COM 2,598 2,598
FIRST FINCL BANCORP OHIO 2,634 2,634
FIRST BANCORP N C 2,023 2,023
FIRST ADVANTAGE CORP NEW 1,386 1,386
FEDERAL SIGNAL CORP 5,451 5,451
EXLSERVICE HOLDINGS INC 4,926 4,926
ESSENTIAL PPTYS RLTY TR INC 2,846 2,846
ESSENT GROUP LTD 3,375 3,375
ESCO TECHNOLOGIES INC 2,398 2,398
ENTERPRISE FINANCIAL SERVICES 2,081 2,081
DIAMONDROCK HOSPITALITY CO 1,824 1,824
DANA INC 1,202 1,202
CUSHMAN & WAKEFIELD PLC 2,694 2,694
CONSTRUCTION PARTNERS INC CL A 3,361 3,361
INDEPENDENT BANK GROUP INC 2,548 2,548
SPROUT SOCIAL INC CL A 1,290 1,290
SPS COMM INC COM 3,680 3,680
STEVEN MADDEN LTD 4,975 4,975
PACCAR INC 6,137 6,137
OTIS WORLDWIDE CORPORATION 4,538 4,538
ORACLE CORPORATION 12,831 12,831
NXP SEMICONDUCTORS N V 7,690 7,690
NVIDIA CORP 48,210 48,210
NIKE INC 3,935 3,935
MICROSOFT CORP 52,266 52,266
META PLATFORMS INC 24,006 24,006
MERCK & CO INC 4,974 4,974
MEDTRONIC PLC 8,707 8,707
PENTAIR PLC 2,717 2,717
LYONDELLBASELL INDUSTRIES 6,016 6,016
LABCORP HOLDINGS INC 4,586 4,586
KLA CORPORATION 4,411 4,411
IQVIA HOLDINGS INC 8,450 8,450
HYATT HOTELS CORP 2,669 2,669
HUBSPOT INC 3,484 3,484
HONEYWELL INTL INC 4,066 4,066
HOME DEPOT INC 9,725 9,725
GOLDMAN SACHS GROUP INC 12,598 12,598
GE VERNOVA LLC 6,579 6,579
FISERV INC 6,573 6,573
LINDE PLC 5,861 5,861
PROCTER & GAMBLE CO 6,538 6,538
PROGRESSIVE CORP-OHIO 9,105 9,105
PROLOGIS INC 6,342 6,342
AB DISCOVERY GROWTH FUND ADVISOR CL 26,539 26,539
AB DISCOVERY VALUE FUND CL ADVISOR 33,463 33,463
EQUITY AB INTERNATIONAL SMALL CAP PORTFOLIO ADV 55,154 55,154
AB INTERNATIONAL STRATEGIC EQI PORTFOLIO ADV 301,017 301,017
AB ACTIVE ETFS INC AB CONSERVATIVE BUFFER ETF 129,104 129,104
ZOETIS INC 4,236 4,236
WILLIS TOWERS WATSON PUBLIC 3,759 3,759
WESTERN DIGITAL CORP 2,027 2,027
WELLS FARGO & CO 12,152 12,152
WATERS CORP 5,936 5,936
WALT DISNEY CO 8,797 8,797
WALMART INC 16,353 16,353
VISA INC 25,599 25,599
VERTEX PHARMACEUTICALS INC 6,443 6,443
UNITEDHEALTH GROUP INC 17,705 17,705
THERMO FISHER SCIENTIFIC INC 5,723 5,723
TAIWAN SEMICONDUCTOR MFG CO 5,332 5,332
T MOBILE US INC 8,608 8,608
STARBUCKS CORP 4,106 4,106
SERVICENOW INC 2,120 2,120
ROCHE HOLDING LTD 5,058 5,058
REGENERON PHARMACEUTICALS INC 3,562 3,562
QUALCOMM INC 2,304 2,304
EOG RES INC 9,194 9,194
EDWARDS LIFESCIENCES CORP 3,183 3,183
EATON CORPORATION PLC 9,956 9,956
DIGITAL REALTY TRUST INC 4,965 4,965
WSFS FINL CORP 2,975 2,975
WORTHINGTON ENTERPRISES INC 1,324 1,324
WORKIVA INC 2,519 2,519
WNS HOLDINGS LTD GBP 1,801 1,801
WESBANCO INC 2,083 2,083
WERNER ENTERPRISES INC 1,796 1,796
WARBY PARKER INC CL A 1,622 1,622
VERINT SYSTEMS INC 1,976 1,976
VARONIS SYS INC 3,954 3,954
VALLEY NATL BANCORP 1,803 1,803
URBAN OUTFITTERS INC 3,512 3,512
UNITED CMINTY BKS BLAIRSVLE GA 2,617 2,617
UL SOLUTIONS INC CL A 399 399
TRAVERE THERAPEUTICS INC 2,630 2,630
TRANSMEDICS GROUP INC 1,933 1,933
THE BALDWIN INSURANCE GROUP 4,031 4,031
TERRENO RLTY CORP SBI 2,425 2,425
TEEKAY TANKERS LTD CL A 517 517
TECNOGLASS INC 2,380 2,380
TAYLOR MORRISON HOME CORP CL 4,223 4,223
SUPERNUS PHARMACEUTICALS INC 3,471 3,471
SUN CTRY AIRLS HLDGS INC 2,041 2,041
SUMMIT MATLS INC CL A 6,477 6,477
YELP INC 1,974 1,974
ALAMO GROUP INC 2,045 2,045
YETI HOLDINGS INC 1,579 1,579
AMER FUNDS AMERICAN MUTUAL FUND CLASS F2 SYMBOL: AMRFX 82,186 82,186
DEERE & CO 5,084 5,084
CSX CORPORATION 9,326 9,326
COSTCO WHOLESALE CORP-NEW 4,581 4,581
CORTEVA INC 5,753 5,753
CONSTELLATION BRANDS INC 4,420 4,420
COMCAST CORP 7,356 7,356
COCA COLA COMPANY 6,288 6,288
CHEVRON CORPORATION 1,883 1,883
CHARLES SCHWAB CORP NEW 11,027 11,027
CDW CORPORATION 2,785 2,785
CAMECO CORP 4,214 4,214
BROADCOM INC 20,402 20,402
BOOZ ALLEN HAMILTON HOLDING 1,931 1,931
BANK OF AMERICA CORP 9,054 9,054
BAKER HUGHES COMPANY 8,327 8,327
AUTOZONE INC 3,202 3,202
APPLE INC 33,306 33,306
AMERICAN ELECTRIC POWER 5,165 5,165
AMEREN CORP 4,814 4,814
AMAZON.COM INC 31,153 31,153
ALPHABET INC 35,612 35,612
AMER FUNDS WASHINGTON MUTUAL INVESTORS FUND CLASS F2 SYMBOL: WMFFX 88,147 88,147
AMER FUNDS CAPITAL WORLD GROWTH & INCOME FUND CLASS F2 SYMBOL: WGIFX 56,841 56,841
ZURN ELKAY WATER SOLUTION CORP 3,469 3,469
AGIOS PHARMACEUTICALS INC 2,333 2,333
ABM INDS INC 3,071 3,071
UNICREDIT SPA UNSPONSORED ADR 1,399 1,399
EXXON MOBIL CORP 18,932 18,932
EQUITY RESIDENTIAL SBI 10,405 10,405
EMERSON ELECTRIC CO 6,692 6,692
CONOCOPHILLIPS 7,140 7,140
CME GROUP INC 6,038 6,038
BROADCOM INC 16,229 16,229
BANK OF NEW YORK MELLON 8,374 8,374
ASTRAZENECA PLC SPON ADR 9,828 9,828
AMER EXPRESS CO 16,323 16,323
ALLSTATE CORP 10,603 10,603
FEDEX CORP 2,251 2,251
ABBVIE INC COM 10,662 10,662
UNITEDHEALTH GROUP INC 16,188 16,188
UNION PACIFIC CORP 12,086 12,086
TRANSDIGM GROUP INC 13,940 13,940
TIX COS INC NEW 26,337 26,337
THERMO FISHER SCIENTIFIC INC 11,965 11,965
SHERWIN WILLIAMS CO 16,997 16,997
SALESFORCE, INC 23,069 23,069
S&P GLOBAL INC 9,961 9,961
PROGRESSIVE CORP OHIO 19,648 19,648
PARKER HANNIFIN CORP 15,265 15,265
VISA INC CL A 38,241 38,241
GOLDMAN SACHS GROUP INC 17,179 17,179
HOME DEPOT INC 9,725 9,725
JOHNSON & JOHNSON COM 14,317 14,317
ASPEN TECHNOLOGY INC 11,982 11,982
ALLEGION PLC 9,670 9,670
3M CO 13,038 13,038
YUM! BRANDS INC 7,647 7,647
WELLS FARGO & CO NEW 15,312 15,312
WALMART INC 21,413 21,413
VERIZON COMMUNICATIONS INC 5,519 5,519
UNITEDHEALTH GROUP INC 15,176 15,176
TRAVELERS COS INC/THE 6,504 6,504
SYSCO CORP 8,258 8,258
STARBUCKS CORP 9,673 9,673
SEMPRA 7,895 7,895
RTX CORP 15,969 15,969
PROLOGIS INC COM 7,399 7,399
PROCTER & GAMBLE CO 15,089 15,089
ORACLE CORP 8,999 8,999
NORFOLK STHN CORP 11,500 11,500
MORGAN STANLEY 16,218 16,218
MERCK & CO INC COM 7,660 7,660
MCDONALDS CORP 10,726 10,726
LOCKHEED MARTIN CORP 8,747 8,747
LINDE PLC NEW EUR 14,653 14,653
JPMORGAN CHASE & CO 19,656 19,656
PALO ALTO NETWORKS INC 16,740 16,740
ORACLE CORP 21,163 21,163
O REILLY AUTOMOTIVE INC 14,230 14,230
NVIDIA CORP 99,240 99,240
PHILLIPS 66 10,482 10,482
ORACLE CORP 21,330 21,330
NEXTERA ENERGY INC COM 15,557 15,557
MORGAN STANLEY 16,595 16,595
MICROSOFT CORP 64,911 64,911
MCDONALDS CORP 11,596 11,596
MARSH & MCLENNAN COS INC 11,045 11,045
LINDE PLC NEW EUR 12,979 12,979
KLA CORP 5,671 5,671
JPMORGAN CHASE & CO 24,690 24,690
JOHNSON & JOHNSON COM 14,751 14,751
HOME DEPOT INC 22,172 22,172
EXXON MOBIL CORP 9,681 9,681
EATON CORP PLC 5,310 5,310
COCA COLA CO COM 15,067 15,067
CHUBB LTD CHF 13,815 13,815
BROADCOM INC 47,064 47,064
BLACKROCK INC 18,452 18,452
AUTOMATIC DATA PROCESSING INC 18,149 18,149
ANALOG DEVICES INC 15,085 15,085
AMER EXPRESS CO 14,543 14,543
ACCENTURE PLC IRELAND CL A 13,016 13,016
ABBVIE INC COM 12,084 12,084
PROCTER & GAMBLE CO 13,077 13,077
BENTLEY SYSTEMS INC CL 8 15,084 15,084
PROLOGIS INC COM 15,749 15,749
LTD ADR 28,044 28,044
MICROSOFT CORP 138,674 138,674
META PLATFORMS INC CL A 72,018 72,018
MASTERCARD INC CL A 30,014 30,014
LILLY ELI & CO 37,056 37,056
INTUITIVE SURGICAL INC 19,834 19,834
INTUIT 16,341 16,341
CHIPOTLE MEXICAN GRILL INC 18,150 18,150
BROADCOM INC 63,524 63,524
BOSTON SCIENTIFIC CORP 16,881 16,881
ASML HLDG NV SPON ADR 15,248 15,248
APPLE INC 92,906 92,906
AMERIPRISE FINANCIAL INC 12,246 12,246
AMERICAN TOWER CORP REIT 12,839 12,839
AMAZON.COM INC 98,945 98,945
ALPHABET INC CL A 58,683 58,683
ADVANCED MICRO DEVICES INC 16,307 16,307
ADOBE INC. (DELAWARE) 16,008 16,008
ABBOTT LABS 11,085 11,085
UNITEDHEALTH GROUP INC 18,717 18,717
UNION PACIFIC CORP 14,138 14,138
TRANE TECHNOLOGIES PLC 12,189 12,189
TJX COS INC NEW 19,330 19,330
TEXAS INSTRUMENTS 13,313 13,313
REPUBLIC SERVICES INC 5,231 5,231
AB SMALL CAP CORE PORTFOLIO ADV CL 23,073 23,073
BERKLEY W R CORP 13,694 13,694
SOLUTIONS INC 8,979 8,979
NATIONAL GRID PLC SPON ADR 832 832
MUNICH RE GROUP ADR 1,042 1,042
MTU AERO ENGINES HLDGS AG ADR 994 994
MARUBENI CORP ADR JAPAN ADR 752 752
LVMH MOET HENNESSY LOUIS ADR 1,699 1,699
LOREAL CO ADR FRANCE ADR 1,619 1,619
UNSPONSORED ADR 2,998 2,998
KEYENCE CORP ORD JPY 1,216 1,216
ITOCHU CORP ADR JAPAN ADR 2,168 2,168
INDUSTRIA DE DISENO TEXTIL IND 1,939 1,939
SPON ADR 1,434 1,434
IMPERIAL BRANDS PLC SPON ADR 1,058 1,058
HOYA CORP SPON ADR 620 620
HONG KONG EXCHANGES & CLEARING 901 901
HITACHI LTD ADR NEW JAPAN 1,781 1,781
HERMES INTL SCA ADR 1,195 1,195
GIVAUDAN SA ADR 1,480 1,480
GENMAB A/S SPON ADR 710 710
FUJITSU LTD ADR NEW JAPAN ADR 860 860
FERRARI N V EUR 850 850
EVOLUTION AB UNSPONSORED ADR 461 461
ESSILORLUXOTTICA ADR 2,413 2,413
IBERDROLA SA SPON ADR 827 827
REPSTG REG SHS SWITZ ADR 1,716 1,716
NETEASE INC SPON ADR 357 357
NITORI HLDGS CO LTD ADR 509 509
UNICHARM CORP SPON ADR 286 286
TOTALENERGIES SE SPON ADR 2,507 2,507
TOKYO ELECTRON LTD ADR 981 981
TFI INTL INC CAD 1,081 1,081
TERUMO CORP ADR 546 546
TENCENT HLDGS LTD ADR 1,170 1,170
TDK CORP ADR JAPAN ADR 1,361 1,361
TAIWAN SEMICONDUCTOR MFG CO 2,962 2,962
SUZUKI MOTOR CORP LTD ADR 901 901
STRAUMANN HLDG AG ADR 585 585
SPOTIFY TECHNOLOGY SA EUR 447 447
SMC CORP YEN SHS ORD JPY 1,155 1,155
SIKA AG UNSPONSORED ADR 1,274 1,274
SHOPIFY INC CL A 744 744
SHIN ETSU CHEM CO LTD ADR 1,090 1,090
SAP SE SPON ADR 4,924 4,924
SAFRAN SA ADR 3,434 3,434
ROYAL KPN N.V. SPON ADR 886 886
ROLLS ROYCE HOLDINGS PLC SPON 1,515 1,515
RELX PLC SPON ADR 2,044 2,044
SPONSORED ADR 1,593 1,593
NOVO NORDISK A/S SPON ADR 3,097 3,097
NOMURA RESEARCH INSTITUTE LTD 1,234 1,234
EPIROC AKTIEBOLAG ADR 1,771 1,771
ENGIE SPON ADR 1,283 1,283
DSV A/S ADR 1,381 1,381
DNB BK ASA SPON ADR 975 975
WATSCO INC 13,269 13,269
UNIVERSAL DISPLAY CORP 7,895 7,895
THOR INDUSTRIES INC 10,337 10,337
THE COOPER COMPANIES INC 13,973 13,973
TERADYNE INC 9,318 9,318
TELEDYNE TECHNOLOGIES INC 9,747 9,747
SITEONE LANDSCAPE SUPPLY INC 7,511 7,511
SCOTTS MIRACLE-GRO CO CL A 6,700 6,700
SAIA INC 9,570 9,570
ROLLINS INC 11,263 11,263
POOL CORP 12,956 12,956
OLLIE'S BARGAIN OUTLET HOLDI 8,559 8,559
NORDSON CORP 10,880 10,880
LPL FINL HLDGS INC COM 16,326 16,326
LENNOX INTL INC 19,498 19,498
INTERACTIVE BROKERS GROUP INC 17,490 17,490
HENRY JACK & ASSOC INC 11,044 11,044
FAIR ISAAC CORP 5,973 5,973
EXPONENT INC 7,574 7,574
EQUIFAX INC 12,488 12,488
CHOICE HOTELS INTL INC NEW 11,074 11,074
CHEMED CORP NEW 7,947 7,947
CHARLES RIVER LABORATORIES 9,230 9,230
ZEBRA TECHNOLOGIES CORP CL A 13,904 13,904
BJS WHSL CLUB HLDGS INC 8,935 8,935
ZURN ELKAY WATER SOLUTION CORP 12,384 12,384
ADIDAS AG SPON ADR 852 852
DEUTSCHE BANK AG REG SHS ORD 1,023 1,023
DBS GROUP HLDGS LTD. SPON ADR 1,921 1,921
DANONE SPON ADR 830 830
DAIKIN INDS LTD ADR 806 806
DAIICHI SANKYO CO LTD SPON ADR 1,556 1,556
CHUGAI PHARMACEUTICAL LTD ADR 461 461
CON NATL RAILWAY CO CAD 1,421 1,421
CARLSBERG AS SPON ADR 763 763
CAPGEMINI S E UNSPONSORED ADR 1,720 1,720
BRITISH AMER TOBACCO PLC GB 763 763
BP PLC SPON ADR 887 887
BHP GROUP LTD SPON ADR 391 391
BEIGENE LTD SPON ADR 554 554
BAE SYSTEMS PLC SPON ADR 1,200 1,200
B&M EUROPEAN VALUE RETAIL SA 290 290
ASTRAZENECA PLC SPON ADR 2,424 2,424
ASML HLDG NV SPON ADR 2,772 2,772
ASHTEAD GROUP PLC ORD 734 734
ANHEUSER BUSCH INBEV SPON ADR 1,302 1,302
AMADEUS IT GROUP UNSPONSORED ADR 2,328 2,328
AIRBUS SE UNSPONSORED ADR 1,673 1,673
AIR LIQUIDE ADR FRANCE ADR 1,097 1,097
AIA GROUP LTD SPON ADR 1,499 1,499
ABB LTD SPON ADR 2,793 2,793
ADOBE INC 7,560 7,560
BERNSTEIN EMER MKTS 26,911 26,911
AB ALL MARKET 106,458 106,458
OVERLAY A PORTFOLIO 95,656 95,656
OVERLAY B PORTFOLIO 33,711 33,711
AMER FUNDS CAPITAL INCOME BUILDER FUND CLASS F2 SYMBOL: CAIFX 122,325 122,325
THE INCOME FUND OF AMERICA FUND CLASS F2 SYMBOL: AMEFX 123,805 123,805
ACCRUED DIV AB 482 482

TY 2024 InvestmentsGovtObligationsSch
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
US Government Securities - End of Year Book Value:

52,993
US Government Securities - End of Year Fair Market Value:

52,993
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 LegalFeesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,543 0   2,543


TY 2024 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 53,250 53,250   0


TY 2024 OtherIncreasesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Description Amount
UNREALIZED APPREC/(DEPREC) ON INVESTMENTS AND NONTAXABLE DISTNS REC'D 405,756


TY 2024 TaxesSchedule
Name:
THE PAST PRESIDENTS FOUNDATION
EIN:
34-1963590
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 1,983 1,983   0