2024-06-20T15:28:08-05:00 2023-12-31 223146187 MCCABE HEIDRICH & WONG PC 4 GATEHALL DRIVE PARSIPPANY NJ 070544518 990PF 2023-01-01 392066890 THE PRESENT FAMILY FOUNDATION INC PRES 9736051040 54 OXBOW LANE SUMMIT NJ 07901 DOUGLAS PRESENT PRESIDENT 9736051040 2024-06-20 1 DOUGLAS PRESENT XXX-XX-XXXX 1 JOHN D MARTINE P00177197 9736051040 2024-06-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7464170 X 503199 287283 287283 366207 2688447 366207 13 13 0 1156702 653503 0 0 0 0 0 2175 1088 0 1087 8300 4150 0 4150 53421 53421 0 0 10000 0 0 0 426 410 0 16 74322 59069 0 5253 311084 311084 385406 59069 0 316337 771296 594434 0 552965 357126 357126 2859317 3131149 3996506 2979777 3382600 3110351 430 187 187 6392489 6871062 7464170 0 0 X 0 0 0 0 6392489 6871062 6392489 6871062 6392489 6871062 6392489 771296 0 7163785 292723 6871062 PUBLICLY TRADED SECURITIES (SCHWAB #8290) P 38139 52324 -14185 -14185 PUBLICLY TRADED SECURITIES (SCHWAB #8290) P 775349 496141 279208 279208 PUBLICLY TRADED SECURITIES (PERSHING #1008) P 121380 125520 -4140 -4140 PUBLICLY TRADED SECURITIES (PERSHING #1008) P 604938 672375 -67437 -67437 PUBLICLY TRADED SECURITIES (SCHWAB #1393) P 940033 750030 190003 190003 PUBLICLY TRADED SECURITIES (SCHWAB #0732) P 88713 94951 -6238 -6238 PUBLICLY TRADED SECURITIES (SCHWAB #1213) P 119895 130899 -11004 -11004 366207 8263 0 8263 0 8263 11800 0 5000 0 16800 0 8537 8537 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 0 0 0 1 N/A DOUGLAS PRESENT 9736051040 54 OXBOW LANE SUMMIT NJ 07901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DOUGLAS PRESENT 54 OXBOW LANE SUMMIT NJ 07901 PRES/TRUSTEE 0.50 0 0 0 SUSAN PRESENT 54 OXBOW LANE SUMMIT NJ 07901 TRES/SEC/TTEE 0.50 0 0 0 STEPHANIE PODOLAK 3950 SOUTH CLERMONT ST ENGLEWOOD CO 80113 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 6696160 579821 0 7275981 0 0 7275981 109140 7166841 358342 358342 8263 8263 350079 0 350079 0 350079 316337 0 316337 350079 0 0 386339 480632 429316 411272 27218 1734777 316337 0 0 0 316337 0 33742 33742 1701035 0 0 0 0 0 0 352597 1348438 480632 429316 411272 27218 DOUGLAS PRESENT SUSAN PRESENT X AVA'S ALLIES 20 REDWOOD ROAD LIVINGSTON NJ 07039 N/A PUBLIC CHARITY UNRESTRICTED 500 BEST FOOT FORWARD FOUNDATION INC 9080 KIMBERLY BOULEVARD SUITE 10 BOCA RATON FL 33434 N/A PUBLIC CHARITY UNRESTRICTED 5000 BOSTON SCORES 150 BYRON STREET EAST BOSTON MA 02128 N/A PUBLIC CHARITY UNRESTRICTED 2000 BRIDGES OUTREACH INC PO BOX 1444 SUMMIT NJ 07901 N/A PUBLIC CHARITY UNRESTRICTED 1000 COMMUNITY FOOD BANK OF NEW JERSEY INC 31 EVANS TERMINAL HILLSIDE NJ 07205 N/A PUBLIC CHARITY UNRESTRICTED 8913 GREATER NEWARK CONSERVANCY INC 32 PRINCE STREET NEWARK NJ 07103 N/A PUBLIC CHARITY UNRESTRICTED 1000 HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC 120 POST ROAD WEST SUITE 202 WESTPORT CT 06880 N/A PUBLIC CHARITY UNRESTRICTED 250 IMAGINE A CENTER FOR COPING WITH LOSS 244 SHEFFIELD STREET MOUNTAINSIDE NJ 07092 N/A PUBLIC CHARITY UNRESTRICTED 529 INTERFAITH FOOD PANTRY OF THE ORANGES INC PO BOX 341 SHORT HILLS NJ 07078 N/A PUBLIC CHARITY UNRESTRICTED 1000 JEWISH FEDERATION OF GREATER METROWEST NJ 901 ROUTE 10 EAST PO BOX 929 WHIPPANY NJ 07981 N/A PUBLIC CHARITY UNRESTRICTED 23110 JEWISH WOMEN'S FOUNDATION OF NEW JERSEY 901 ROUTE 10 EAST WHIPPANY NJ 07981 N/A PUBLIC CHARITY UNRESTRICTED 2100 MOUNT SINAI HEALTH SYSTEM 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 N/A PUBLIC CHARITY UNRESTRICTED 15000 MRCC FOUNDATION INC 713 PASSAIC AVENUE WEST CALDWELL NJ 07006 N/A PUBLIC CHARITY UNRESTRICTED 500 NEW JERSEY SEEDS INC 494 BROAD STREET SUITE 105 NEWARK NJ 07102 N/A PUBLIC CHARITY UNRESTRICTED 5000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60201 N/A PUBLIC CHARITY UNRESTRICTED 26000 OTHER FELLOW FIRST FOUNDATION 47 SUMMIT AVENUE SUMMIT NJ 07901 N/A PUBLIC CHARITY UNRESTRICTED 1000 OVERLOOK FOUNDATION 46-48 BEAUVOIR AVENUE SUMMIT NJ 07901 N/A PUBLIC CHARITY UNRESTRICTED 5000 PINGRY SCHOOL 131 MARTINSVILLE ROAD BASKING RIDGE NJ 07920 N/A PUBLIC CHARITY UNRESTRICTED 1000 PROJECT MORRY 1 GATEWAY PLAZA SUITE 1D PORT CHESTER NY 10573 N/A PUBLIC CHARITY UNRESTRICTED 25000 SWEET DREAM MAKERS 55 NE 5TH AVE SUITE 400 BOCA RATON FL 33432 N/A PUBLIC CHARITY UNRESTRICTED 3000 SYRACUSE UNIVERSITY 640 SKYTOP ROAD ROOM 240 SYRACUSE NY 13244 N/A PUBLIC CHARITY UNRESTRICTED 105000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PO BOX 71332 PHILADELPHIA PA 19176 N/A PUBLIC CHARITY UNRESTRICTED 75000 UNITED WAY OF PALM BEACH COUNTY INC 477 SOUTH ROSEMARY AVE SUITE 230 WEST PALM BEACH FL 33401 N/A PUBLIC CHARITY UNRESTRICTED 500 JARC FLORIDA FOUNDATION INC 21160 95TH AVE S BOCA RATON FL 33428 N/A PUBLIC CHARITY UNRESTRICTED 1800 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE 3RD FL NEW YORK NY 10017 N/A PUBLIC CHARITY UNRESTRICTED 382 SUMMIT VOLUNTEER FIRST AID SQUAD INC 1000 SUMMIT AVE PO BOX 234 SUMMIT NJ 07902 N/A PUBLIC CHARITY UNRESTRICTED 500 THE SUMMIT FOUNDATION PO BOX 867 SUMMIT NJ 07902 N/A PUBLIC CHARITY UNRESTRICTED 1000 311084 0 14 287283 14 13 14 366207 0 653503 0 653503 0 0 0 0 0 0 0 0 0 0 X X 1 DOUGLAS & SUSAN PRESENT 54 OXBOW LANE SUMMIT NJ 07901 124318 X X 2 DOUGLAS & SUSAN PRESENT 54 OXBOW LANE SUMMIT NJ 07901 55306 X X 3 DOUGLAS & SUSAN PRESENT 54 OXBOW LANE SUMMIT NJ 07901 146185 X X 4 DOUGLAS & SUSAN PRESENT 54 OXBOW LANE SUMMIT NJ 07901 177390 X X 1 362 SHARES OF AMERIPRISE FINANCIAL, INC. (AMP) 124318 2023-02-28 2 336 SHARES OF EASTGROUP PROPERTIES, INC. (EGP) 55306 2023-02-28 3 838 SHARES OF EATON CORPORATION PLC (ETN) 146185 2023-02-28 4 1,725 SHARES OF MCGRATH RENTCORP (MGRC) 177390 2023-02-28 ACCOUNTING FEES 8300 4150 0 4150 THE FOUNDATION IS NOT REQUIRED TO REGISTER WITH NEW JERSEY AS IT DID NOT RECEIVE GROSS PUBLIC CONTRIBUTIONS IN EXCESS OF $10,000 DURING ITS FISCAL YEAR. THE NEW JERSEY ATTORNEY GENERAL WILL NOT ACCEPT COPIES OF FEDERAL TAX RETURNS FROM PRIVATE FOUNDATIONS THAT ARE NOT REQUIRED TO REGISTER WITH NEW JERSEY. INVESTMENTS HELD AT PERSHING #1008 3129961 2856254 INVESTMENTS HELD AT SCHWAB #1158 252639 254097 INVESTMENTS HELD AT SCHWAB #8290 2166546 2930175 INVESTMENTS HELD AT SCHWAB #0732 475838 518202 INVESTMENTS HELD AT SCHWAB #1213 488765 548129 LEGAL FEES 2175 1088 0 1087 DIVIDEND RECEIVABLE 430 187 187 EXCESS OF FMV OVER DONOR'S COST ON DATE OF CONTRIBUTION 292723 FILING FEES 33 17 0 16 FOREIGN TAXES PAID 393 393 0 0 MISCELLANEOUS INCOME 13 13 INVESTMENT ADVISORY FEES 53370 53370 0 0 ADR FEES 51 51 0 0 FEDERAL EXCISE TAXES 10000 0 0 0