2025-05-14T17:16:08-05:00 2024-12-31 221914497 Olsen & Thompson PA 970 Mount Kemble Ave Morristown NJ 07960 990PF 2024-01-01 474017008 THE SUMNER FAMILY FOUNDATION INC SUMN 9084392047 77 HOMESTEAD ROAD CALIFON NJ 07830 ARIA D PARDILLA PRESIDENT 9084392047 2025-05-14 1 1 PETER C OLSEN CPA P00161978 9734253212 2024 2025-03-06 01:10:19Z X 98412523 X X 1478611 1478611 238405 2488531 238405 6529192 6529192 8246208 8246208 0 0 0 29606 14803 14803 36100 18050 18050 96362 83620 12742 99989 658 0 50253 0 0 312310 117131 45595 4013000 4013000 4325310 117131 4058595 3920898 8129077 2314261 4131037 4131527 750000 0 0 750000 750000 137100175 138454297 93530996 139414436 143335334 98412523 0 0 X 0 0 0 0 139414436 143335334 139414436 143335334 139414436 143335334 139414436 3920898 0 143335334 0 143335334 LION CAVE MGT P 7629 7629 7629 GOLDMAN SACHS AC 685-1 P 737620 722646 14974 14974 GOLDMAN SACHS AC 685-1 P 91000 86345 4655 4655 GOLDMAN SACHS AC 795-8 P 285522 246041 39481 39481 GOLDMAN SACHS AC 795-8 P 927630 794999 132631 132631 GOLDMAN SACHS AC 685-1 P 413000 400095 12905 12905 Capital Gains Dividends P 26130 26130 26130 238405 112994 0 112994 0 112994 120000 0 0 0 120000 X 0 7006 7006 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 0 0 0 0 0 1 NONE ARIA D PARDILLA 9738791586 77 HOMESTEAD RD CALIFON NJ 07830 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 GARY PRINCE 430 MOUNTAIN AVE STE 113 NEW PROVIDENCE NJ 07974 TRUSTEE 1.00 0 0 0 ARIA D PARDILLA 52 FOX HILL RD CALIFON NJ 07830 TRUSTEE 1.00 0 0 0 PETER OLSEN 970 MT KEMBLE AVE MORRISTOWN NJ 07960 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 24921477 0 80333250 105254727 0 0 105254727 1578821 103675906 5183795 5183795 112994 112994 5070801 0 5070801 0 5070801 4058595 0 4058595 5070801 3439260 0 0 4058595 3439260 0 0 619335 0 0 0 0 0 0 0 0 4451466 0 0 0 X AHS HOSPITAL 100 MADISON AVENUE MORRISTOWN NJ 07960 NONE PUBLIC CHARITY GENERAL SUPPORT 150000 AUTHORS LEAGUE FUND 155 WATER STREET 206 BROOKLYN NY 11201 NONE PUBLIC CHARITY GENERAL SUPPORT 30000 BAIL PROJECTS INC PO BOX 750 VENICE CA 902940750 NONE PUBLIC CHARITY GENERAL SUPPORT 300000 COMMUNITY FOOD BANK OF NJ 31 EVANS TERMINAL HILLSIDE NJ 07205 NONE PUBLIC CHARITY GENERAL SUPPORT 550000 DATAKIND INC 419 McDONALD AVENUE SUITE 180184 BROOKLYN NY 11218 NONE PUBLIC CHARITY GENERAL SUPPORT 30000 FREEDOM HOUSE 1 ANN STREET MORRISTOWN NJ 07960 NONE PUBLIC CHARITY GENERAL SUPPORT 325000 FREEWORLD 1043 GARLAND AVE C950 SAN JOSE CA 95126 NONE PUBLIC CHARITY GENERAL SUPPORT 300000 GIVE DIRECTLY PO BOX 3221 NEW YORK NY 10008 NONE PUBLIC CHARITY GENERAL SUPPORT 1000000 INNOVATIONS FOR POVERTY 101 WHITNEY AVE 2ND FLOOR NEW HAVEN CT 06510 NONE PUBLIC CHARITY GENERAL SUPPORT 750000 KENT PLACE SCHOOL 42 NORWOOD AVE SUMMIT NJ 07902 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 LIFECAMP INC 53 MAPLE AVENUE MORRISTOWN NJ 07960 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 MANE STREAM INC 83 OLD TURNPIKE ROAD OLDWICK NJ 08858 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 MEDIA ART XPLORATION INC 187 JORDAN AVE SAN FRANCISCO CA 94118 NONE PUBLIC CHARITY GENERAL SUPPORT 17000 NEW JERSEY CONSERVATION FOUNDATION 170 LONGVIEW ROAD FAR HILLS NJ 07931 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 NEWARK ACADEMY 91 SOUTH ORANGE AVENUE LIVINGSTON NJ 07039 NONE PUBLIC CHARITY GENERAL SUPPORT 51000 OLDWICK FIRE COMPANY BOX 83 OLDWICK NJ 08858 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 RARITAN HEADWATERS ASSOCIATION PO BOX 273 GLADSTONE NJ 07934 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 ST JUDE CHILDREN'S RESEARCH HOSITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 TEWKSBURY FIRST AID SQUAD 163 COUNTY RD 517 CALIFON NJ 07830 NONE PUBLIC CHARITY GENERAL SUPPORT 215000 TEWKSBURY LAND TRUST PO BOX 490 OLDWICK NJ 08858 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 THE SOMO PROJECT 543 WEST 122ND ST 22G NEW YORK NY 10027 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 YOUNG AUDIENCES OF NJ AND EASTERN PA BOX 3175 PRINCETON NJ 08540 NONE PUBLIC CHARITY GENERAL SUPPORT 30000 GREAT SWAMP WATERSHED ASSOCIATION 568 TEMPE WICK RD MORRISTOWN NJ 07960 NONE PUBLIC CHARITY GENERAL SUPPORT 40000 PRESCHOOL ADVANTAGE INC 25 LIDSLEY DR STE 307 MORRISTOWN NJ 07960 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 FIRST RESPONDERS CHILDRENS FOUNDATION 38 EAST 32ND ST STE 602 NEW YORK NY 10016 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 JOYFUL HEART FOUNDATION 320 7TH AVENUE 161 BROOKLYN NY 11215 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 PEO FOUNDATION 3700 GRAND AVENUE DES MOINES IA 50312 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 CROSSROADS4HOPE 3 CROSSROADS DR BEDMINSTER NJ 07921 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 FROM HOUSES TO HOMES - GUATEMALA INC PO BOX 85 MOUNT TABOR NJ 078780085 NONE PUBLIC CHARITY GENERAL SUPPORT 15000 4013000 0 14 1478611 14 6529192 18 238405 0 8246208 0 8246208 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 36100 18050 18050 Private Foundations are not required to send in a copy of the return to the State of NJ nor are they required to file online. GOLDMAN SACHS 795-8 AT COST 5561777 8061101 GOLDMAN SACHS 641-2 AT COST 5681531 7680779 INVESTMENT IN LION CAVE FUNDING AT COST 117186745 68453000 INVESTMENT IN LION CAVE CAPITAL AT COST 4790180 4030000 GOLDMAN SACHS 685-1 AT COST 5234064 5306116 LEGAL FEES 29606 14803 14803 LION CAVE CAPITAL - NONDEDUCTIBLE EXP 50253 0 0 MISCELLANEOUS INVESTMENT INC 61043 61043 61043 ORDINARY INCOME - LCF LLC 5862210 5862210 5862210 ORDINARY INCOME - LCC LLC 603463 603463 603463 CLASS ACTION PROCEEDS 2476 2476 2476 OTHER PROFESSIONAL FEES 25484 12742 12742 INVESTMENT MANAGEMENT FEES 70878 70878 0 EXCISE TAX 99331 0 0 FOREIGN TAXES 658 658 0