TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
ADAMS FOUNDATION INC
C/O ABARTA INC

Number and street (or P.O. box number if mail is not delivered to street address)200 ALPHA DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15238

A Employer identification number

24-0866511

B Telephone number (see instructions)

(412) 963-3163

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,689,621J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,000,000
2	Check .............
3	Interest on savings and temporary cash investments	49,933		49,833
4	Dividends and interest from securities...	74,259		74,259
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		430,424
b	Gross sales price for all assets on line 6a 4,706,872
7	Capital gain net income (from Part IV, line 2)...			430,424
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........	1,554,616		554,516
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,280	980	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	20,865	20,865	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	22,145		21,845	0
25	Contributions, gifts, grants paid.......	262,500			262,500
26	Total expenses and disbursements. Add lines 24 and 25	284,645		21,845	262,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,269,971
b	Net investment income (if negative, enter -0-)			532,671
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	127,987	358,632	358,632
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,003,627	List of Attached Documents: // Content 1,712,420	1,722,379
	c	Investments—corporate bonds (attach schedule).......	2,123,922	List of Attached Documents: // Content 2,454,455	2,608,610
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,255,536	4,525,507	4,689,621
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,428,602	2,428,602
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	826,934	2,096,905
	29	Total net assets or fund balances (see instructions).....	3,255,536	4,525,507
	30	Total liabilities and net assets/fund balances (see instructions).	3,255,536	4,525,507

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,255,536

Enter amount from Part I, line 27a .....................

1,269,971

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

4,525,507

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,525,507

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	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-05-06
b	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-05-22
c	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-10-11
d	AGILENT TECHNOLOGIES INC	P	2024-04-22	2024-07-19
e	AGILENT TECHNOLOGIES INC	P	2024-04-22	2024-08-22
	AGILENT TECHNOLOGIES INC	P	2024-04-22	2024-09-10
	ARCHROCK INC	P	2024-04-22	2024-05-07
	ARCHROCK INC	P	2024-04-22	2024-11-13
	ARCHROCK INC	P	2024-04-22	2024-11-22
	ABB LTD SPON ADR	P	2021-02-22	2024-04-19
	ADOBE INC	P	2024-04-22	2024-09-16
	ADOBE INC	P	2024-04-23	2024-09-16
	ADOBE INC	P	2024-05-08	2024-09-16
	ADVANCED ENERGY INDS INC	P	2024-04-22	2024-11-13
	ALBANY INTL CORP CLASS A	P	2024-04-22	2024-11-13
	ALPHABET INC A	P	2024-04-22	2024-08-30
	ALPHABET INC A	P	2024-04-22	2024-11-13
	AMAZON.COM INC	P	2024-08-30	2024-11-13
	AMAZON.COM INC	P	2024-08-30	2024-12-20
	AON PLC A	P	2024-04-22	2024-07-19
	APPLE INC	P	2024-04-22	2024-08-30
	APPLE INC	P	2024-04-22	2024-09-11
	APPLE INC	P	2024-04-22	2024-11-13
	APPLE INC	P	2024-04-22	2024-12-20
	APPLIED MATERIALS INC	P	2024-04-22	2024-08-27
	ARCH CAPITAL GROUP LTD	P	2024-04-22	2024-11-13
	ASE TECH HLDG CO LTD	P	2024-04-22	2024-11-13
	ASML HLDG NV NYRS NEW	P	2024-04-22	2024-11-13
	AUTODESK INC	P	2024-04-22	2024-11-13
	AUTODESK INC	P	2024-04-22	2024-11-20
	AUTODESK INC	P	2024-04-22	2024-12-23
	BALL CORP	P	2024-04-22	2024-05-08
	BALL CORP	P	2024-04-22	2024-11-13
	BANK AMERICA CORP	P	2024-04-22	2024-05-07
	BANK AMERICA CORP	P	2024-04-22	2024-05-08
	BANK AMERICA CORP	P	2024-04-22	2024-06-14
	BANK AMERICA CORP	P	2024-04-22	2024-11-13
	BERKLEY W R CORP	P	2024-07-05	2024-07-15
	BIO RAD LABS INC A	P	2024-04-22	2024-11-13
	BROADCOM INC	P	2024-04-22	2024-08-12
	BROADCOM INC	P	2024-04-22	2024-12-20
	BRISTOL MYERS SQUIBB CO	P	2008-05-08	2024-04-19
	BROOKFIELD RENEWABLE A	P	2024-04-22	2024-11-13
	BROOKFLD CORP LTD VTG A	P	2024-04-22	2024-05-20
	BROOKFLD CORP LTD VTG A	P	2024-04-22	2024-07-19
	BROOKFLD CORP LTD VTG A	P	2024-04-22	2024-09-24
	BROOKFLD CORP LTD VTG A	P	2024-04-22	2024-11-01
	BROOKFLD CORP LTD VTG A	P	2024-04-22	2024-11-13
	BROOKFLD CORP LTD VTG A	P	2024-04-22	2024-12-23
	BROOKFIELD INFRA CORP A	P	2024-04-22	2024-08-07
	BROOKFIELD INFRA CORP A	P	2024-04-22	2024-11-13
	BROWN & BROWN INC	P	2024-04-22	2024-06-05
	BROWN & BROWN INC	P	2024-04-22	2024-11-01
	BROWN & BROWN INC	P	2024-04-22	2024-11-13
	BROWN & BROWN INC	P	2024-04-22	2024-12-23
	BROWN FORMAN CORP CL B	P	2024-04-22	2024-07-05
	BROWN FORMAN CORP CL B	P	2024-04-22	2024-07-19
	CCC INTELLIGENT SLTNS	P	2024-04-22	2024-11-13
	CBRE GROUP INC CL A	P	2024-04-22	2024-11-13
	CIGNA GROUP B	P	2024-04-22	2024-11-13
	CME GROUP INC CL A	P	2024-04-22	2024-05-08
	CME GROUP INC CL A	P	2024-04-22	2024-07-02
	CME GROUP INC CL A	P	2024-04-22	2024-11-21
	CME GROUP INC CL A	P	2024-04-23	2024-11-21
	CABOT CORP	P	2024-04-22	2024-05-07
	CABOT CORP	P	2024-04-22	2024-10-28
	CABOT CORP	P	2024-04-22	2024-11-13
	CABOT CORP	P	2024-04-22	2024-11-22
	CARMAX INC	P	2024-04-22	2024-11-01
	CARMAX INC	P	2024-04-22	2024-11-13
	CARNIVAL CORP PAIRD CTF	P	2024-04-22	2024-11-13
	CHARTER COMMNS INC NEW A	P	2024-04-22	2024-08-29
	CHARTER COMMNS INC NEW A	P	2024-04-22	2024-09-19
	CHARTER COMMNS INC NEW A	P	2024-04-23	2024-09-19
	CHARTER COMMNS INC NEW A	P	2024-07-17	2024-09-19
	CIRRUS LOGIC INC	P	2024-04-22	2024-11-13
	COGNEX CORP	P	2024-04-23	2024-08-22
	ENOVIS CORP	P	2024-04-23	2024-07-19
	COPART INC	P	2024-04-22	2024-05-20
	COPART INC	P	2024-04-22	2024-07-05
	COPART INC	P	2024-04-22	2024-11-13
	COSTAR GROUP INC	P	2024-04-22	2024-11-13
	COSTCO WHOLESALE CORP	P	2024-04-22	2024-11-13
	DANAHER CORP	P	2024-04-22	2024-06-14
	DANAHER CORP	P	2024-04-22	2024-11-13
	DARLING INGREDIENTS INC	P	2024-04-22	2024-11-13
	DEERE & CO	P	2024-04-22	2024-11-13
	DEERE & CO	P	2024-04-22	2024-12-20
	DENNYS CORP	P	2024-04-22	2024-11-13
	DIODES INC	P	2024-04-22	2024-05-20
	DIODES INC	P	2024-04-22	2024-08-14
	DIODES INC	P	2024-04-22	2024-11-12
	DOMINOS PIZZA INC	P	2024-04-22	2024-09-10
	DOMINOS PIZZA INC	P	2024-04-22	2024-11-13
	EVERQUOTE INC A	P	2024-04-22	2024-08-08
	EVERQUOTE INC A	P	2024-04-22	2024-11-05
	EASTGROUP PPTYS INC	P	2024-04-22	2024-11-13
	ENERSYS	P	2024-04-22	2024-05-20
	ENERSYS	P	2024-04-22	2024-11-13
	EQUINOR ASA SPON ADR	P	2024-04-22	2024-07-15
	EVEREST GROUP LTD	P	2024-04-22	2024-05-07
	FB FINANCIAL CORP	P	2024-04-22	2024-11-13
	FB FINANCIAL CORP	P	2024-04-22	2024-11-18
	FAIR ISAAC CORP	P	2024-04-22	2024-11-13
	FASTENAL CO	P	2024-04-22	2024-10-11
	FASTENAL CO	P	2024-04-22	2024-11-13
	FERGUSON ENTERPRISES INC	P	2024-10-09	2024-11-13
	FISERV INC	P	2024-04-22	2024-08-05
	FISERV INC	P	2024-04-22	2024-11-13
	FORMFACTOR INC	P	2024-04-22	2024-09-11
	FOUR CORNERS PPTY TR	P	2024-04-22	2024-11-13
	FRANKLIN ELECTRIC CO INC	P	2024-04-22	2024-05-07
	FRANKLIN ELECTRIC CO INC	P	2024-04-22	2024-11-13
	GARTNER INC	P	2024-04-22	2024-11-01
	GARTNER INC	P	2024-04-22	2024-11-13
	HACKETT GROUP INC	P	2024-04-22	2024-11-13
	HEICO CORP NEW CL A	P	2024-04-22	2024-06-18
	HEICO CORP NEW CL A	P	2024-04-22	2024-10-11
	HEICO CORP NEW CL A	P	2024-04-22	2024-11-01
	HEICO CORP NEW CL A	P	2024-04-22	2024-11-13
	HEXCEL CORP NEW	P	2024-04-22	2024-11-13
	HITACHI LTD ADR	P	2024-04-22	2024-07-09
	HORACE MANN EDUCATORS	P	2024-04-22	2024-09-11
	HOWARD HUGHES HLDGS INC	P	2024-04-22	2024-07-19
	HOWARD HUGHES HLDGS INC	P	2024-04-22	2024-08-07
	HUMANA INC	P	2023-06-30	2024-04-19
	HYATT HOTELS CORP A	P	2024-04-22	2024-11-13
	ICICI BANK LTD ADR	P	2024-04-22	2024-07-09
	ICICI BANK LTD ADR	P	2024-04-22	2024-11-13
	IDEXX LABORATORIES INC	P	2024-04-22	2024-12-04
	INSPERITY INC	P	2024-04-22	2024-11-13
	INTEL CORP	P	2024-04-22	2024-08-19
	INTEL CORP	P	2024-04-23	2024-08-19
	INTERCONTINENTAL EXCH	P	2024-04-22	2024-05-08
	INTERCONTINENTAL EXCH	P	2024-04-22	2024-11-13
	INTUIT INC	P	2024-04-22	2024-08-30
	INTUIT INC	P	2024-04-22	2024-11-13
	KKR & CO INC	P	2024-04-22	2024-06-05
	KKR & CO INC	P	2024-04-22	2024-06-18
	KKR & CO INC	P	2024-04-22	2024-07-05
	KKR & CO INC	P	2024-04-22	2024-08-07
	KKR & CO INC	P	2024-04-22	2024-11-01
	KKR & CO INC	P	2024-04-22	2024-11-13
	KKR & CO INC	P	2024-04-22	2024-12-04
	KIMBALL ELECTRONICS INC	P	2024-04-22	2024-11-13
	LENNAR CORP	P	2024-04-22	2024-11-13
	LIBERTY MEDIA CORP ONE C	P	2024-04-22	2024-11-13
	ELI LILLY & CO	P	2024-11-21	2024-12-20
	LINDE PLC NEW	P	2024-04-22	2024-11-13
	LITTELFUSE INC	P	2024-04-22	2024-11-13
	LIVE NATION ENTMNT INC	P	2024-04-22	2024-11-13
	LUXFER HOLDINGS PLC	P	2024-04-22	2024-11-12
	LUXFER HOLDINGS PLC	P	2024-04-22	2024-11-13
	MGP INGREDIENTS INC NEW	P	2024-04-22	2024-11-13
	MGP INGREDIENTS INC NEW	P	2024-04-22	2024-11-22
	MGP INGREDIENTS INC NEW	P	2024-08-12	2024-11-22
	MGP INGREDIENTS INC NEW	P	2024-08-22	2024-11-22
	MSCI INC CL A	P	2024-04-22	2024-11-13
	HILTON WORLDWIDE NEW	P	2024-04-22	2024-06-05
	HILTON WORLDWIDE NEW	P	2024-04-22	2024-11-01
	HILTON WORLDWIDE NEW	P	2024-04-22	2024-11-13
	MARKEL GROUP INC	P	2024-04-22	2024-11-01
	MARSH & MCLENNAN COS INC	P	2024-04-22	2024-11-13
	MARSH & MCLENNAN COS INC	P	2024-04-22	2024-11-27
	MARSH & MCLENNAN COS INC	P	2024-04-22	2024-12-20
	MARTIN MARIETTA MTLS INC	P	2024-04-22	2024-11-13
	MASTERCARD INC A	P	2024-04-22	2024-11-13
	MERITAGE HOMES CORP	P	2024-04-22	2024-11-13
	MICROSOFT CORP	P	1997-10-23	2024-04-19
	MICROSOFT CORP	P	2009-03-06	2024-04-19
	MICROSOFT CORP	P	2009-03-06	2024-05-08
	MICROSOFT CORP	P	2009-03-06	2024-11-13
	MICROSOFT CORP	P	2009-03-06	2024-12-13
	MICROSOFT CORP	P	2009-03-06	2024-12-20
	MICROCHIP TECHNOLOGY INC	P	2024-04-22	2024-11-13
	MICRON TECHNOLOGY INC	P	2024-04-22	2024-05-29
	MICRON TECHNOLOGY INC	P	2024-04-22	2024-06-03
	MICRON TECHNOLOGY INC	P	2024-04-22	2024-08-30
	MICRON TECHNOLOGY INC	P	2024-04-23	2024-08-30
	MICRON TECHNOLOGY INC	P	2024-05-21	2024-08-30
	MICRON TECHNOLOGY INC	P	2024-08-05	2024-08-30
	MITSUI & COMPANY LTD ADR	P	2024-04-22	2024-11-13
	MONDELEZ INTL INC CL A	P	2024-04-22	2024-11-22
	MONDELEZ INTL INC CL A	P	2024-04-23	2024-11-22
	MONDELEZ INTL INC CL A	P	2024-05-21	2024-11-22
	MONOLITHIC POWER SYS INC	P	2024-04-22	2024-08-12
	MOODYS CORP	P	2024-04-22	2024-06-18
	MOODYS CORP	P	2024-04-22	2024-09-10
	MOOG INC CLASS A	P	2024-04-22	2024-11-13
	NVIDIA CORP	P	2024-04-22	2024-05-08
	NVIDIA CORP	P	2024-04-22	2024-08-30
	NVIDIA CORP	P	2024-04-22	2024-10-14
	NVIDIA CORP	P	2024-04-22	2024-11-13
	NVIDIA CORP	P	2024-04-22	2024-11-27
	NVIDIA CORP	P	2024-04-22	2024-12-20
	NOV INC	P	2024-04-22	2024-11-13
	NOVARTIS AG SPON ADR	P	2024-04-22	2024-10-30
	O REILLY AUTOMOTIVE NEW	P	2024-04-22	2024-08-07
	O REILLY AUTOMOTIVE NEW	P	2024-04-22	2024-11-13
	ORACLE CORP	P	2024-04-22	2024-08-30
	ORACLE CORP	P	2024-04-22	2024-11-13
	ORACLE CORP	P	2024-04-22	2024-11-27
	ORACLE CORP	P	2024-04-22	2024-12-20
	ORACLE CORP	P	2024-04-23	2024-12-20
	OXFORD INDS INC	P	2024-04-22	2024-11-13
	PAPA JOHNS INTL INC	P	2024-04-22	2024-11-13
	PROCTER & GAMBLE CO	P	2024-04-22	2024-11-13
	PROGRESSIVE CORP OH	P	2024-04-22	2024-05-29
	PROGRESSIVE CORP OH	P	2024-04-22	2024-07-05
	PROGRESSIVE CORP OH	P	2024-04-22	2024-08-07
	PROGRESSIVE CORP OH	P	2024-04-22	2024-09-10
	PROGRESSIVE CORP OH	P	2024-04-22	2024-11-01
	RAYMOND JAMES FINANCIAL	P	2024-04-22	2024-11-13
	REALTY INCOME CORP	P	2024-04-22	2024-11-13
	REALTY INCOME CORP	P	2024-04-22	2024-12-20
	RELX PLC SPON ADR	P	2024-04-22	2024-10-30
	ROPER TECHNOLOGIES INC	P	2024-04-22	2024-07-05
	ROPER TECHNOLOGIES INC	P	2024-04-22	2024-10-11
	ROPER TECHNOLOGIES INC	P	2024-04-22	2024-11-01
	ROPER TECHNOLOGIES INC	P	2024-04-22	2024-11-13
	ROPER TECHNOLOGIES INC	P	2024-04-22	2024-12-04
	S&P GLOBAL INC	P	2024-04-22	2024-11-13
	S&T BANCORP INC	P	2024-04-22	2024-09-17
	S&T BANCORP INC	P	2024-04-22	2024-11-13
	SBA COMMNS CORP A NEW	P	2024-04-22	2024-09-24
	SBA COMMNS CORP A NEW	P	2024-04-22	2024-11-13
	SBA COMMNS CORP A NEW	P	2024-04-22	2024-11-20
	SBA COMMNS CORP A NEW	P	2024-04-22	2024-12-23
	SALESFORCE INC	P	2024-04-22	2024-08-30
	SALESFORCE INC	P	2024-04-22	2024-11-13
	SALESFORCE INC	P	2024-04-22	2024-11-27
	SALESFORCE INC	P	2024-04-22	2024-12-20
	SANMINA CORP	P	2024-04-22	2024-05-07
	SANMINA CORP	P	2024-04-22	2024-08-12
	SANMINA CORP	P	2024-04-22	2024-11-13
	SEAPORT ENTMT GRP INC	P	2024-04-22	2024-08-05
	SHERWIN WILLIAMS CO	P	2024-04-22	2024-11-13
	SHERWIN WILLIAMS CO	P	2024-04-22	2024-11-20
	SHERWIN WILLIAMS CO	P	2024-04-22	2024-11-27
	SITIO ROYALTIES CORP NEW	P	2020-10-13	2024-04-19
	STEELCASE INC	P	2024-04-22	2024-11-13
	STRATASYS LTD	P	2022-01-05	2024-03-05
	STRATASYS LTD	P	2022-01-05	2024-03-05
	STRATASYS LTD	P	2022-09-15	2024-03-05
	STRYKER CORP	P	2024-08-19	2024-11-13
	SUMMIT MATLS INC A	P	2024-04-22	2024-12-04
	SUMMIT MATLS INC A	P	2024-04-22	2024-12-23
	SYNOPSYS INC	P	2024-09-16	2024-11-13
	SYNOPSYS INC	P	2024-09-16	2024-12-20
	SYSCO CORP	P	2024-04-22	2024-10-09
	SYSCO CORP	P	2024-04-23	2024-10-09
	TAIWAN SEMICON MFG CO	P	2024-04-22	2024-07-09
	TAIWAN SEMICON MFG CO	P	2024-04-22	2024-07-15
	TECHTARGET INC	P	2024-04-22	2024-11-13
	TECHTARGET INC	P	2024-04-22	2024-12-03
	TECHTARGET INC	P	2024-06-18	2024-12-03
	TELEDYNE TECH INC	P	2024-04-22	2024-11-13
	THERMO FISHER SCIENTIFIC	P	2024-04-22	2024-06-14
	THERMO FISHER SCIENTIFIC	P	2024-04-22	2024-11-13
	TRANSDIGM GROUP INC	P	2024-04-22	2024-05-07
	TRANSDIGM GROUP INC	P	2024-04-22	2024-06-18
	TRANSDIGM GROUP INC	P	2024-04-22	2024-07-19
	TRANSDIGM GROUP INC	P	2024-04-22	2024-11-13
	TRIUMPH FINANCIAL INC	P	2024-04-22	2024-11-12
	TRIUMPH FINANCIAL INC	P	2024-04-22	2024-11-13
	TYLER TECHNOLOGIES INC	P	2024-04-22	2024-08-22
	TYLER TECHNOLOGIES INC	P	2024-04-22	2024-11-01
	TYLER TECHNOLOGIES INC	P	2024-04-22	2024-11-13
	TYLER TECHNOLOGIES INC	P	2024-04-22	2024-12-04
	UNILEVER PLC SPONS ADR	P	2024-04-22	2024-07-09
	VAREX IMAGING CORP	P	2024-11-22	2024-12-09
	VEEVA SYS INC CL A	P	2024-05-20	2024-11-13
	VERIZON COMMNS INC	P	2024-04-22	2024-11-13
	VERISIGN INC	P	2024-04-22	2024-07-19
	VERISIGN INC	P	2024-04-22	2024-08-07
	VERISIGN INC	P	2024-04-22	2024-08-22
	VERISIGN INC	P	2024-04-22	2024-09-10
	VERISIGN INC	P	2024-04-22	2024-11-01
	VERISK ANALYTICS INC	P	2024-04-22	2024-11-13
	VIAVI SOLUTIONS INC	P	2024-04-22	2024-11-13
	VULCAN MATERIALS COMPANY	P	2024-04-22	2024-11-13
	WSFS FINANCIAL CORP	P	2024-04-22	2024-11-13
	WASTE CONNECTIONS INC	P	2024-07-05	2024-11-13
	WASTE MANAGEMENT INC DEL	P	2024-04-22	2024-11-13
	WESBANCO INC	P	2024-04-22	2024-11-13
	BAIRD CHAUT INTL GR I	P	2023-05-04	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-06-05	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-07-05	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-08-04	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-09-05	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-10-04	2024-04-19
	BAIRD CHAUT INTL GR I	P	2024-01-02	2024-04-19
	BAIRD CHAUT INTL GR I	P	2022-12-12	2024-04-19
	BAIRD CHAUT INTL GR I	P	2022-12-19	2024-04-19
	BAIRD CHAUT INTL GR I	P	2022-12-19	2024-04-19
	BAIRD CHAUT INTL GR I	P	2022-12-30	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-01-04	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-02-06	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-03-06	2024-04-19
	BAIRD CHAUT INTL GR I	P	2023-04-04	2024-04-19
	DFA US SMCP I	P	2023-05-04	2024-04-19
	DFA US SMCP I	P	2023-06-05	2024-04-19
	DFA US SMCP I	P	2023-06-30	2024-04-19
	DFA US SMCP I	P	2023-07-05	2024-04-19
	DFA US SMCP I	P	2023-08-04	2024-04-19
	DFA US SMCP I	P	2023-09-05	2024-04-19
	DFA US SMCP I	P	2023-09-29	2024-04-19
	DFA US SMCP I	P	2023-10-04	2024-04-19
	DFA US SMCP I	P	2023-12-12	2024-04-19
	DFA US SMCP I	P	2023-12-12	2024-04-19
	DFA US SMCP I	P	2024-03-28	2024-04-19
	DFA US SMCP I	P	2022-12-12	2024-04-19
	DFA US SMCP I	P	2023-01-04	2024-04-19
	DFA US SMCP I	P	2023-02-06	2024-04-19
	DFA US SMCP I	P	2023-03-06	2024-04-19
	DFA US SMCP I	P	2023-03-31	2024-04-19
	DFA US SMCP I	P	2023-04-04	2024-04-19
	PACER DEV MKTS INT ETF	P	2023-06-30	2024-04-19
	PACER DEV MKTS INT ETF	P	2023-08-04	2024-04-19
	PACER DEV MKTS INT ETF	P	2022-12-12	2024-04-19
	PACER DEV MKTS INT ETF	P	2023-01-26	2024-04-19
	PACER DEV MKTS INT ETF	P	2023-03-10	2024-04-19
	PACER US CASH COWS ETF	P	2023-06-30	2024-04-19
	PACER US CASH COWS ETF	P	2023-08-04	2024-04-19
	PACER US CASH COWS ETF	P	2022-05-24	2024-04-19
	PACER US CASH COWS ETF	P	2022-12-12	2024-04-19
	PACER US CASH COWS ETF	P	2023-01-26	2024-04-19
	VNGRD DIV GRW INVS	P	2023-05-04	2024-04-19
	VNGRD DIV GRW INVS	P	2023-05-15	2024-04-19
	VNGRD DIV GRW INVS	P	2023-06-05	2024-04-19
	VNGRD DIV GRW INVS	P	2023-06-13	2024-04-19
	VNGRD DIV GRW INVS	P	2023-06-29	2024-04-19
	VNGRD DIV GRW INVS	P	2023-07-05	2024-04-19
	VNGRD DIV GRW INVS	P	2023-07-13	2024-04-19
	VNGRD DIV GRW INVS	P	2023-08-04	2024-04-19
	VNGRD DIV GRW INVS	P	2023-08-14	2024-04-19
	VNGRD DIV GRW INVS	P	2023-09-05	2024-04-19
	VNGRD DIV GRW INVS	P	2023-10-04	2024-04-19
	VNGRD DIV GRW INVS	P	2023-12-28	2024-04-19
	VNGRD DIV GRW INVS	P	2023-12-28	2024-04-19
	VNGRD DIV GRW INVS	P	2024-03-28	2024-04-19
	VNGRD DIV GRW INVS	P	2024-03-28	2024-04-19
	VNGRD DIV GRW INVS	P	2011-05-26	2024-04-19
	VNGRD DIV GRW INVS	P	2011-06-30	2024-04-19
	VNGRD DIV GRW INVS	P	2011-12-28	2024-04-19
	VNGRD DIV GRW INVS	P	2012-06-29	2024-04-19
	VNGRD DIV GRW INVS	P	2012-12-31	2024-04-19
	VNGRD DIV GRW INVS	P	2013-06-28	2024-04-19
	VNGRD DIV GRW INVS	P	2013-12-18	2024-04-19
	VNGRD DIV GRW INVS	P	2013-12-18	2024-04-19
	VNGRD DIV GRW INVS	P	2014-03-24	2024-04-19
	VNGRD DIV GRW INVS	P	2014-03-24	2024-04-19
	VNGRD DIV GRW INVS	P	2014-03-24	2024-04-19
	VNGRD DIV GRW INVS	P	2014-06-23	2024-04-19
	VNGRD DIV GRW INVS	P	2014-12-23	2024-04-19
	VNGRD DIV GRW INVS	P	2014-12-23	2024-04-19
	VNGRD DIV GRW INVS	P	2014-12-23	2024-04-19
	VNGRD DIV GRW INVS	P	2015-03-27	2024-04-19
	VNGRD DIV GRW INVS	P	2015-03-27	2024-04-19
	VNGRD DIV GRW INVS	P	2015-03-27	2024-04-19
	VNGRD DIV GRW INVS	P	2015-06-22	2024-04-19
	VNGRD DIV GRW INVS	P	2015-12-17	2024-04-19
	VNGRD DIV GRW INVS	P	2015-12-17	2024-04-19
	VNGRD DIV GRW INVS	P	2015-12-17	2024-04-19
	VNGRD DIV GRW INVS	P	2016-03-17	2024-04-19
	VNGRD DIV GRW INVS	P	2016-03-17	2024-04-19
	VNGRD DIV GRW INVS	P	2016-06-17	2024-04-19
	VNGRD DIV GRW INVS	P	2016-12-27	2024-04-19
	VNGRD DIV GRW INVS	P	2016-12-27	2024-04-19
	VNGRD DIV GRW INVS	P	2016-12-27	2024-04-19
	VNGRD DIV GRW INVS	P	2017-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2017-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2017-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2017-06-23	2024-04-19
	VNGRD DIV GRW INVS	P	2017-12-21	2024-04-19
	VNGRD DIV GRW INVS	P	2017-12-21	2024-04-19
	VNGRD DIV GRW INVS	P	2017-12-21	2024-04-19
	VNGRD DIV GRW INVS	P	2018-04-02	2024-04-19
	VNGRD DIV GRW INVS	P	2018-04-02	2024-04-19
	VNGRD DIV GRW INVS	P	2018-04-02	2024-04-19
	VNGRD DIV GRW INVS	P	2018-06-18	2024-04-19
	VNGRD DIV GRW INVS	P	2018-12-19	2024-04-19
	VNGRD DIV GRW INVS	P	2018-12-19	2024-04-19
	VNGRD DIV GRW INVS	P	2018-12-19	2024-04-19
	VNGRD DIV GRW INVS	P	2019-04-01	2024-04-19
	VNGRD DIV GRW INVS	P	2019-06-17	2024-04-19
	VNGRD DIV GRW INVS	P	2019-12-18	2024-04-19
	VNGRD DIV GRW INVS	P	2019-12-18	2024-04-19
	VNGRD DIV GRW INVS	P	2019-12-18	2024-04-19
	VNGRD DIV GRW INVS	P	2020-03-30	2024-04-19
	VNGRD DIV GRW INVS	P	2020-06-29	2024-04-19
	VNGRD DIV GRW INVS	P	2020-12-30	2024-04-19
	VNGRD DIV GRW INVS	P	2020-12-30	2024-04-19
	VNGRD DIV GRW INVS	P	2021-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2021-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2021-06-21	2024-04-19
	VNGRD DIV GRW INVS	P	2021-12-30	2024-04-19
	VNGRD DIV GRW INVS	P	2021-12-30	2024-04-19
	VNGRD DIV GRW INVS	P	2021-12-30	2024-04-19
	VNGRD DIV GRW INVS	P	2022-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2022-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2022-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2022-06-21	2024-04-19
	VNGRD DIV GRW INVS	P	2022-12-12	2024-04-19
	VNGRD DIV GRW INVS	P	2022-12-29	2024-04-19
	VNGRD DIV GRW INVS	P	2022-12-29	2024-04-19
	VNGRD DIV GRW INVS	P	2022-12-29	2024-04-19
	VNGRD DIV GRW INVS	P	2023-01-04	2024-04-19
	VNGRD DIV GRW INVS	P	2023-02-06	2024-04-19
	VNGRD DIV GRW INVS	P	2023-03-06	2024-04-19
	VNGRD DIV GRW INVS	P	2023-03-13	2024-04-19
	VNGRD DIV GRW INVS	P	2023-03-13	2024-04-19
	VNGRD DIV GRW INVS	P	2023-03-29	2024-04-19
	VNGRD DIV GRW INVS	P	2023-04-04	2024-04-19
	VNGRD DIV GRW INVS	P	2023-04-13	2024-04-19
	VNGRD TTL STK MKT ETF	P	2024-04-22	2024-11-13
	GS 1/25 PFD X PERPTL	P	2024-05-16	2024-08-15
	GS 1/25 PFD X PERPTL	P	2024-08-07	2024-08-15
	STATE STR J F/V PERPTL	P	2024-07-18	2024-09-17
	ALLGHNY PA 5.0 071533 04/29/24	P	2024-04-29	2024-05-02
	AZ ST 5.0 070132	P	2024-04-24	2024-05-02
	ENERGY WA A 5.0 070138	P	2024-04-24	2024-05-02
	HOUSTON TX A 5.0 111530	P	2024-04-24	2024-05-06
	IL ST 5.0 010131	P	2024-04-26	2024-05-02
	LOS ANGEL CA 5.0 070133	P	2024-04-25	2024-05-03
	ME ST A 5.0 110134	P	2024-04-25	2024-05-03
	OH ST V 5.0 050130	P	2024-04-29	2024-05-03
	OR ST A 5.0 050133	P	2024-04-25	2024-05-06
	PA ST 5.0 090131	P	2024-04-25	2024-05-03
	PA ST 5.0 120137	P	2024-04-24	2024-05-02
	AT&T INC 1.65 020128	P	2024-05-22	2024-07-23
	CA ST 4.6 040138	P	2024-05-13	2024-11-14
	CROWDSTRIKE 3.0 021529	P	2024-05-23	2024-07-22
	DISCOVERY COM3.95 032028	P	2024-05-22	2024-08-13
	EMBRAER NETH 5.4 020127	P	2024-05-30	2024-10-03
	HOWMET AEROSP 3.0 011529	P	2024-05-29	2024-07-25
	HILTON DOMES4.875 011530	P	2024-05-22	2024-11-07
	JPM NT 3.782 020128	P	2024-05-10	2024-10-16
	MURPHY OIL 6.375 071528	P	2024-05-09	2024-09-24
	NETFLIX INC 5.875 111528	P	2024-05-10	2024-07-18
	NUSTAR 6.375 100130	P	2024-05-15	2024-11-15
	OVINTIV INC 5.65 051528	P	2024-05-13	2024-07-29
	SALLY HLDGS 6.75 030132	P	2024-10-03	2024-11-18
	SPRINGLEAF 6.625 011528	P	2024-10-17	2024-11-14
	SPRINT CAP 6.875 111528	P	2024-05-21	2024-07-29
	8STARWOOD PPT4.75 031525	P	2024-05-09	2024-11-26
	STARWOOD PPTY4.75 031525	P	2024-05-09	2024-12-05
	UST NOTE 4.875 113025	P	2024-04-24	2024-11-14
	UST NOTE 2.5 053124	P	2022-12-12	2024-04-22
	UST BOND 5.5 081528	P	2024-05-09	2024-07-11
	UST BOND 5.5 081528	P	2024-05-09	2024-10-10
	UST BOND 5.5 081528	P	2024-05-09	2024-10-17
	UST BOND 5.5 081528	P	2024-05-09	2024-11-14
	UST BOND 3.0 111544	P	2024-05-13	2024-10-22
	UST NOTE 4.0 021534	P	2024-05-09	2024-11-14
	UST NOTE 3.5 021533	P	2024-05-30	2024-07-17
	UST BOND 3.125 051548	P	2024-05-10	2024-11-14
	UST NOTE 4.125 093027	P	2024-04-24	2024-11-14
	UST NOTE 2.625 123123	P	2022-11-29	2024-01-02
	UST NOTE 2.375 022924	P	2022-12-12	2024-02-29
	UST NOTE 4.25 031527	P	2024-04-24	2024-11-14
	UST NOTE 4.5 113024	P	2024-04-25	2024-09-06
	UST NOTE 4.5 113024	P	2024-04-25	2024-12-02
	UST NOTE 4.25 123124	P	2023-05-26	2024-04-24
	UST NOTE 4.25 123124	P	2023-05-26	2024-04-25
	UST NOTE 4.25 123124	P	2023-05-26	2024-04-26
	UST NOTE 4.25 123124	P	2023-05-26	2024-12-31
	UST NOTE 3.25 083124	P	2023-01-26	2024-04-22
	UST NOTE 4.25 093024	P	2024-04-25	2024-09-30
	UST NOTE 4.0 022830	P	2024-04-26	2024-10-21
	WSTRN DIGITAL4.75 021526	P	2024-06-07	2024-06-26
	YUM BRANDS 3.625 031531	P	2024-06-05	2024-11-07
	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-02-27
	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-04-19
	VNGRD TRSY MMKT INVS	P	2024-01-02	2024-04-19
	VNGRD TRSY MMKT INVS	P	2024-02-01	2024-04-19
	VNGRD TRSY MMKT INVS	P	2024-02-13	2024-04-19
	VNGRD TRSY MMKT INVS	P	2024-03-01	2024-04-19
	VNGRD TRSY MMKT INVS	P	2024-03-05	2024-04-19
	VNGRD TRSY MMKT INVS	P	2024-04-01	2024-04-19
	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-05-21
	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-06-18
	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-07-17
	VNGRD TRSY MMKT INVS	P	2023-12-15	2024-08-22
	VNGRD TRSY MMKT INVS	P	2024-05-01	2024-08-22
	VNGRD TRSY MMKT INVS	P	2024-06-03	2024-08-22
	VNGRD TRSY MMKT INVS	P	2024-07-01	2024-08-22
	VNGRD TRSY MMKT INVS	P	2024-08-01	2024-08-22
	VNGR D SHORT TERM BD ETF	P	2024-04-22	2024-11-13

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	35,000	35,000	0
b	50,000	50,000	0
c	7,000	7,000	0
d	2,494	2,542	-48
e	421	401	20
	1,095	1,070	25
	993	952	41
	744	602	142
	1,267	952	315
	36,915	21,757	15,158
	3,182	2,778	404
	1,591	1,412	179
	3,182	2,963	219
	571	448	123
	414	439	-25
	5,675	5,434	241
	2,153	1,863	290
	4,043	3,327	716
	2,252	1,751	501
	1,776	1,867	-91
	9,587	6,949	2,638
	3,318	2,482	836
	1,347	993	354
	761	496	265
	2,729	2,625	104
	814	749	65
	542	564	-22
	665	864	-199
	945	645	300
	614	430	184
	887	645	242
	1,179	1,103	76
	1,534	1,622	-88
	1,256	1,233	23
	5,642	5,606	36
	2,351	2,242	109
	1,342	1,084	258
	27	26	1
	364	280	84
	1,037	847	190
	2,516	1,331	1,185
	43,731	20,755	22,976
	651	494	157
	447	390	57
	416	351	65
	897	663	234
	1,242	897	345
	2,606	1,755	851
	1,072	741	331
	556	470	86
	1,731	1,253	478
	449	412	37
	946	742	204
	1,910	1,401	509
	510	412	98
	589	684	-95
	343	391	-48
	528	502	26
	1,772	1,110	662
	998	1,063	-65
	1,036	1,074	-38
	7,267	7,946	-679
	455	430	25
	5,461	5,176	285
	1,009	926	83
	775	648	127
	679	556	123
	1,204	1,019	185
	588	540	48
	782	675	107
	543	311	232
	2,836	2,105	731
	4,404	3,421	983
	3,049	2,418	631
	678	664	14
	409	336	73
	356	358	-2
	277	336	-59
	440	425	15
	863	850	13
	2,766	2,549	217
	1,753	1,955	-202
	932	707	225
	1,268	1,182	86
	964	945	19
	423	430	-7
	1,172	1,194	-22
	1,306	1,194	112
	260	310	-50
	885	803	82
	515	535	-20
	485	535	-50
	422	472	-50
	884	943	-59
	1,423	1,067	356
	683	665	18
	528	483	45
	293	269	24
	296	269	27
	408	405	3
	1,517	1,491	26
	809	518	291
	667	444	223
	2,387	1,142	1,245
	688	606	82
	421	336	85
	2,065	1,978	87
	1,105	1,036	69
	1,073	740	333
	1,045	968	77
	335	278	57
	404	406	-2
	658	610	48
	508	443	65
	1,666	1,331	335
	479	340	139
	536	484	52
	406	322	84
	767	645	122
	2,956	2,257	699
	246	247	-1
	952	689	263
	298	328	-30
	425	362	63
	476	404	72
	36,219	49,238	-13,019
	637	585	52
	558	493	65
	565	493	72
	433	475	-42
	234	327	-93
	3,675	5,882	-2,207
	1,859	2,993	-1,134
	532	526	6
	2,505	2,103	402
	1,237	1,207	30
	1,424	1,207	217
	513	466	47
	444	373	71
	1,053	932	121
	446	373	73
	980	652	328
	2,449	1,491	958
	945	559	386
	298	315	-17
	1,012	901	111
	583	482	101
	1,571	1,490	81
	1,368	1,337	31
	506	453	53
	1,400	973	427
	604	395	209
	255	168	87
	204	320	-116
	1,148	1,998	-850
	138	249	-111
	184	356	-172
	1,239	1,024	215
	403	390	13
	714	585	129
	2,535	1,950	585
	1,552	1,463	89
	2,030	1,826	204
	1,405	1,217	188
	854	812	42
	1,821	1,730	91
	3,142	2,733	409
	362	303	59
	19,976	835	19,141
	207,349	8,099	199,250
	2,059	78	1,981
	4,674	172	4,502
	3,123	109	3,014
	885	31	854
	532	658	-126
	529	431	98
	1,643	1,400	243
	1,724	1,938	-214
	1,532	1,782	-250
	479	642	-163
	1,915	1,834	81
	409	470	-61
	3,739	3,988	-249
	1,740	1,893	-153
	580	633	-53
	1,655	1,182	473
	416	375	41
	481	375	106
	679	463	216
	903	778	125
	2,829	1,867	962
	1,803	1,011	792
	4,551	2,412	2,139
	3,584	2,101	1,483
	1,483	856	627
	276	314	-38
	440	383	57
	1,128	1,084	44
	2,493	2,168	325
	1,545	1,261	284
	1,524	917	607
	7,589	4,702	2,887
	853	573	280
	512	346	166
	241	313	-72
	203	253	-50
	1,164	1,123	41
	406	428	-22
	1,249	1,285	-36
	435	428	7
	501	428	73
	491	428	63
	325	249	76
	5,533	5,146	387
	1,710	1,698	12
	471	416	55
	1,117	1,071	46
	548	536	12
	542	536	6
	1,144	1,071	73
	580	536	44
	1,541	1,242	299
	220	154	66
	219	154	65
	723	587	136
	878	783	95
	2,411	2,154	257
	1,410	1,371	39
	2,027	2,169	-142
	2,063	1,627	436
	8,930	7,319	1,611
	1,032	813	219
	903	818	85
	1,493	1,285	208
	721	526	195
	18	19	-1
	1,555	1,229	326
	1,480	1,229	251
	1,193	922	271
	27,170	9,640	17,530
	287	255	32
	11,750	22,768	-11,018
	1,175	2,275	-1,100
	12,925	17,600	-4,675
	1,166	1,024	142
	1,168	883	285
	506	384	122
	1,126	996	130
	998	996	2
	4,420	4,549	-129
	2,173	2,243	-70
	923	641	282
	1,665	1,153	512
	284	243	41
	947	2,184	-1,237
	82	216	-134
	489	402	87
	1,136	1,093	43
	1,085	1,093	-8
	3,816	3,573	243
	1,323	1,191	132
	1,242	1,191	51
	2,737	2,382	355
	302	206	96
	310	206	104
	578	407	171
	605	407	198
	1,247	815	432
	635	407	228
	502	431	71
	2,804	2,902	-98
	468	419	49
	859	818	41
	530	553	-23
	540	553	-13
	544	553	-9
	543	553	-10
	530	553	-23
	869	674	195
	516	398	118
	2,027	1,766	261
	597	438	159
	562	533	29
	1,808	1,662	146
	438	344	94
	8,309	8,250	59
	8,187	8,250	-63
	8,304	8,250	54
	8,226	8,250	-24
	8,558	8,250	308
	9,145	8,250	895
	320	322	-2
	70,082	65,250	4,832
	251	230	21
	243	222	21
	122	108	14
	8,980	8,250	730
	8,409	8,250	159
	8,511	8,250	261
	8,284	8,250	34
	9,508	8,250	1,258
	9,097	8,250	847
	315	299	16
	8,729	8,250	479
	8,366	8,250	116
	8,638	8,250	388
	369	340	29
	9,234	8,250	984
	1,866	1,791	75
	470	451	19
	335	357	-22
	45,226	41,420	3,806
	9,186	8,250	936
	8,379	8,250	129
	8,552	8,250	302
	213	192	21
	9,167	8,250	917
	8,659	8,243	416
	23,445	23,085	360
	64,864	57,648	7,216
	8,909	8,354	555
	40,638	37,713	2,925
	14,339	12,485	1,854
	31,987	29,516	2,471
	55,150	47,110	8,040
	14,615	12,523	2,092
	13,787	12,410	1,377
	13,243	12,500	743
	17,388	16,500	888
	13,296	12,500	796
	17,334	16,500	834
	2,017	1,917	100
	12,982	12,500	482
	17,080	16,500	580
	13,029	12,500	529
	17,094	16,500	594
	13,161	12,500	661
	13,778	12,500	1,278
	3,413	3,387	26
	2,280	2,262	18
	3,714	3,867	-153
	485	504	-19
	27,047	11,180	15,867
	1,966	803	1,163
	1,996	826	1,170
	2,223	941	1,282
	2,310	1,015	1,295
	1,948	995	953
	1,994	1,091	903
	1,037	568	469
	223	127	96
	155	89	66
	116	66	50
	1,863	1,105	758
	2,215	1,383	832
	1,955	1,221	734
	655	409	246
	2,829	1,725	1,104
	470	287	183
	141	86	55
	1,915	1,176	739
	4,178	2,543	1,635
	2,075	1,263	812
	589	358	231
	572	345	227
	231	139	92
	1,768	1,088	680
	2,406	1,519	887
	1,158	731	427
	429	271	158
	725	479	246
	392	259	133
	154	102	52
	2,304	1,554	750
	3,132	2,219	913
	1,107	784	323
	217	154	63
	972	675	297
	324	225	99
	135	94	41
	932	675	257
	6,379	4,222	2,157
	1,517	1,004	513
	600	397	203
	122	91	31
	969	755	214
	3,510	2,840	670
	1,309	1,059	250
	585	474	111
	153	102	51
	1,142	842	300
	1,132	997	135
	819	722	97
	492	455	37
	101	93	8
	630	597	33
	2,962	3,113	-151
	744	782	-38
	434	456	-22
	2,392	2,406	-14
	149	150	-1
	110	111	-1
	680	592	88
	12,649	12,500	149
	1,884	1,761	123
	1,113	1,040	73
	84	79	5
	13,225	12,500	725
	13,251	12,500	751
	13,376	12,500	876
	18,311	16,500	1,811
	18,311	16,500	1,811
	251	231	20
	13,236	12,500	736
	17,208	16,500	708
	64,164	53,095	11,069
	3,183	3,117	66
	1,061	1,054	7
	4,170	4,002	168
	10,641	10,731	-90
	17,232	17,357	-125
	16,974	17,079	-105
	16,800	16,732	68
	16,433	16,509	-76
	17,592	17,389	203
	17,611	17,627	-16
	16,037	16,137	-100
	17,499	17,368	131
	11,348	11,378	-30
	16,574	16,678	-104
	3,584	3,536	48
	4,697	4,750	-53
	3,580	3,590	-10
	3,748	3,752	-4
	3,044	2,985	59
	4,585	4,491	94
	3,870	3,810	60
	6,888	6,713	175
	3,060	3,028	32
	3,121	3,090	31
	2,029	2,009	20
	3,051	3,025	26
	2,032	2,055	-23
	2,042	2,035	7
	5,355	5,300	55
	1,000	1,980	-980
	999	990	9
	11,053	10,972	81
	249,238	242,363	6,875
	3,156	3,124	32
	3,174	3,124	50
	3,174	3,124	50
	1,042	1,041	1
	792	772	20
	3,865	3,845	20
	2,856	2,771	85
	769	766	3
	7,963	7,841	122
	200,000	195,531	4,469
	250,000	243,164	6,836
	7,988	7,882	106
	13,988	13,930	58
	6,000	5,970	30
	99,316	99,043	273
	99,300	99,043	257
	79,447	79,234	213
	20,000	19,809	191
	198,500	196,477	2,023
	21,000	20,902	98
	3,001	2,894	107
	3,918	3,920	-2
	3,595	3,531	64
	50,000	50,000	0
	449,259	449,259	0
	2,387	2,387	0
	4,283	4,283	0
	275,000	275,000	0
	4,640	4,640	0
	200,000	200,000	0
	6,074	6,074	0
	75,000	75,000	0
	75,000	75,000	0
	75,000	75,000	0
	70,220	70,220	0
	1,238	1,238	0
	1,658	1,658	0
	1,087	1,087	0
	798	798	0
	12,296	12,076	220

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			0
b			0
c			0
d			-48
e			20
			25
			41
			142
			315
			15,158
			404
			179
			219
			123
			-25
			241
			290
			716
			501
			-91
			2,638
			836
			354
			265
			104
			65
			-22
			-199
			300
			184
			242
			76
			-88
			23
			36
			109
			258
			1
			84
			190
			1,185
			22,976
			157
			57
			65
			234
			345
			851
			331
			86
			478
			37
			204
			509
			98
			-95
			-48
			26
			662
			-65
			-38
			-679
			25
			285
			83
			127
			123
			185
			48
			107
			232
			731
			983
			631
			14
			73
			-2
			-59
			15
			13
			217
			-202
			225
			86
			19
			-7
			-22
			112
			-50
			82
			-20
			-50
			-50
			-59
			356
			18
			45
			24
			27
			3
			26
			291
			223
			1,245
			82
			85
			87
			69
			333
			77
			57
			-2
			48
			65
			335
			139
			52
			84
			122
			699
			-1
			263
			-30
			63
			72
			-13,019
			52
			65
			72
			-42
			-93
			-2,207
			-1,134
			6
			402
			30
			217
			47
			71
			121
			73
			328
			958
			386
			-17
			111
			101
			81
			31
			53
			427
			209
			87
			-116
			-850
			-111
			-172
			215
			13
			129
			585
			89
			204
			188
			42
			91
			409
			59
			19,141
			199,250
			1,981
			4,502
			3,014
			854
			-126
			98
			243
			-214
			-250
			-163
			81
			-61
			-249
			-153
			-53
			473
			41
			106
			216
			125
			962
			792
			2,139
			1,483
			627
			-38
			57
			44
			325
			284
			607
			2,887
			280
			166
			-72
			-50
			41
			-22
			-36
			7
			73
			63
			76
			387
			12
			55
			46
			12
			6
			73
			44
			299
			66
			65
			136
			95
			257
			39
			-142
			436
			1,611
			219
			85
			208
			195
			-1
			326
			251
			271
			17,530
			32
			-11,018
			-1,100
			-4,675
			142
			285
			122
			130
			2
			-129
			-70
			282
			512
			41
			-1,237
			-134
			87
			43
			-8
			243
			132
			51
			355
			96
			104
			171
			198
			432
			228
			71
			-98
			49
			41
			-23
			-13
			-9
			-10
			-23
			195
			118
			261
			159
			29
			146
			94
			59
			-63
			54
			-24
			308
			895
			-2
			4,832
			21
			21
			14
			730
			159
			261
			34
			1,258
			847
			16
			479
			116
			388
			29
			984
			75
			19
			-22
			3,806
			936
			129
			302
			21
			917
			416
			360
			7,216
			555
			2,925
			1,854
			2,471
			8,040
			2,092
			1,377
			743
			888
			796
			834
			100
			482
			580
			529
			594
			661
			1,278
			26
			18
			-153
			-19
			15,867
			1,163
			1,170
			1,282
			1,295
			953
			903
			469
			96
			66
			50
			758
			832
			734
			246
			1,104
			183
			55
			739
			1,635
			812
			231
			227
			92
			680
			887
			427
			158
			246
			133
			52
			750
			913
			323
			63
			297
			99
			41
			257
			2,157
			513
			203
			31
			214
			670
			250
			111
			51
			300
			135
			97
			37
			8
			33
			-151
			-38
			-22
			-14
			-1
			-1
			88
			149
			123
			73
			5
			725
			751
			876
			1,811
			1,811
			20
			736
			708
			11,069
			66
			7
			168
			-90
			-125
			-105
			68
			-76
			203
			-16
			-100
			131
			-30
			-104
			48
			-53
			-10
			-4
			59
			94
			60
			175
			32
			31
			20
			26
			-23
			7
			55
			-980
			9
			81
			6,875
			32
			50
			50
			1
			20
			20
			85
			3
			122
			4,469
			6,836
			106
			58
			30
			273
			257
			213
			191
			2,023
			98
			107
			-2
			64
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			220

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	430,424
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,404
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	7,404
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	7,404
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,018
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	1,018
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	6,386
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

ADAMS FOUNDATION INC Telephone no. right arrow

(412) 963-6524

Located at right arrow

200 ALPHA DRIVEPITTSBURGHPA ZIP+4 right arrow

15238

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
SHELLEY M TAYLOR	TRUSTEE/ASST SEC 0.00	0	0	0
200 ALPHA DRIVE PITTSBURGH,PA15238	TRUSTEE/ASST SEC 0.00	0	0	0
JAMES A TAYLOR	TRUSTEE/TREASURER 0.00	0	0	0
200 ALPHA DRIVE PITTSBURGH,PA15238	TRUSTEE/TREASURER 0.00	0	0	0
CASEY T PENTRACK	TRUSTEE/SECRETARY 0.00	0	0	0
200 ALPHA DRIVE PITTSBURGH,PA15238	TRUSTEE/SECRETARY 0.00	0	0	0
ERICA T PORTER	TRUSTEE/PRESIDENT 0.00	0	0	0
200 ALPHA DRIVE PITTSBURGH,PA15238	TRUSTEE/PRESIDENT 0.00	0	0	0
ALEXANDRA J TAYLOR	TRUSTEE/ASST TREAS 0.00	0	0	0
200 ALPHA DRIVE PITTSBURGH,PA15238	TRUSTEE/ASST TREAS 0.00	0	0	0
CHRISTOPHER J HUDSON	TRUSTEE/VICE PRESIDENT 0.00	0	0	0
200 ALPHA DRIVE PITTSBURGH,PA15238	TRUSTEE/VICE PRESIDENT 0.00	0	0	0

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...................				0

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 arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,633,387

Average of monthly cash balances.......................

179,904

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,813,291

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,813,291

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

57,199

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,756,092

Minimum investment return. Enter 5% (0.05) of line 5................

187,805

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.)

Minimum investment return from Part IX, line 6..................

187,805

Tax on investment income for 2024 from Part V, line 5 .......

7,404

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

7,404

Distributable amount before adjustments. Subtract line 2c from line 1............

180,401

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

180,401

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

180,401

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

262,500

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

262,500

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					180,401
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......	99,022
b From 2020......	28,951
c From 2021......	23,323
d From 2022......	64,449
e From 2023......	84,337
f Total of lines 3a through e ........		300,082
4Qualifying distributions for 2024 from Part
XI, line 4: $ 262,500
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.....					180,401
e Remaining amount distributed out of corpus		82,099
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		382,181
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) ...		99,022
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		283,159
10 Analysis of line 9:
a Excess from 2020....	28,951
b Excess from 2021....	23,323
c Excess from 2022....	64,449
d Excess from 2023....	84,337
e Excess from 2024....	82,099

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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 e-mail address of the person to whom applications should be addressed:

SHELLEY M TAYLOR CO ADAMS FOUNDATIO
200 ALPHA DRIVE
PITTSBURGH,PA15238
(412) 963-6524

bThe form in which applications should be submitted and information and materials they should include:

WRITTEN REQUESTS ACCOMPANIED BY FINANCIAL STATEMENTS STATING NEED

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

APPLICANTS MUST HAVE IRC SEC. 501(C)(3) APPROVAL

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALPHA PROJECT 3737 FIFTH AVE 203 SAN DIEGO,CA92103			PUBLIC/SOCIAL	5,000
AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON,DC20006			ARTS/EDUCATIONAL	5,000
ARYSE 6101 PENN AVENUE SUITE 201 PITTSBURGH,PA15206			PUBLIC/SOCIAL	20,000
COMMUNITY KITCHEN PITTSBURGH 107 FLOWERS AVENUE PITTSBURGH,PA15207			PUBLIC/SOCIAL	2,000
FCGC SCHOLARSHIP FOUNDATION PO BOX 11320 PITTSBURGH,PA15238			ARTS/EDUCATIONAL	5,000
GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN STREET DUQUESNE,PA15110			PUBLIC/SOCIAL	5,000
HELLO NEIGHBOR 6587 HAMILTON AVENUE 1E PITTSBURGH,PA15206			PUBLIC/SOCIAL	7,500
JEREMIAH'S PLACE 6435 FRANKSTOWN AVENUE PITTSBURGH,PA15206			PUBLIC/SOCIAL	10,000
LITERACY PITTSBURGH 41 SEVENTH AVENUE SUITE 525 PITTSBURGH,PA15219			PUBLIC/SOCIAL	10,000
MANCHESTER BIDWELL CORP 1815 METROPOLITAN STREET PITTSBURGH,PA15233			PUBLIC/SOCIAL	10,000
NETHERLAND AMERICA FOUNDATION 505 8TH AVENUE SUITE 12A-05 NEW YORK,NY10018			PUBLIC/SOCIAL	10,000
PHOENIX SYMPHONY ONE NORTH FIRST STREET SUITE 200 PHOENIX,AZ85004			ARTS/EDUCATIONAL	1,000
PITT LAW IMMIGRATION CLINIC 3900 FORBES AVENUE PITTSBURGH,PA15260			PUBLIC/SOCIAL	2,500
PITTSBURGH BALLET THEATER 621 PENN AVENUE PITTSBURGH,PA15222			ARTS/EDUCATIONAL	40,000
PITTSBURGH CULTURAL TRUST 803 LIBERTY AVENUE PITTSBURGH,PA15222			ARTS/EDUCATIONAL	3,000
SMALL BREED RESCUE OF SOUTHERN CALIFORNIA 770 SYCAMORE AVE STE 122 119 VISTA,CA92083			PUBLIC/SOCIAL	5,000
THE DISTRICT ASSOCIATION - FOX CHAPEL FOLLIES PO BOX 111595 PITTSBURGH,PA15238			PUBLIC/SOCIAL	4,000
THE PITTSBURGH PROMISE 1901 CENTER AVENUE PITTSBURGH,PA15219			ARTS/EDUCATIONAL	5,000
THE PITTSBURGH PROMISE 1901 CENTRE AVENUE STE 204 PITTSBURGH,PA15219			ARTS/EDUCATIONAL	10,000
TREE OF LIFE 5898 WILKINS AVENUE PITTSBURGH,PA15217			PUBLIC/SOCIAL	100,000
UNC MEN'S CREW CLUB 101 STUDENT RECREATION CENTER CB 8610 CHAPEL HILL,NC27599			ARTS/EDUCATIONAL	2,500
Total ................................. 3a				262,500

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	49,933
4 Dividends and interest from securities ....			14	74,259
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	430,424
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		554,616	0

13Total. Add line 12, columns (b), (d), and (e)..................

554,616

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization ADAMS FOUNDATION INC C/O ABARTA INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	ABARTA INC 200 ALPHA DRIVE PITTSBURGH, PA15238	$ 1,000,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Name of organization ADAMS FOUNDATION INC C/O ABARTA INC		Employer identification number 24-0866511

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MGMT FEES	20,850	20,850		0
PA REGISTRATION FEE	15	15		0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	980	980		0
FEDERAL EXCISE TAX	300	0		0


Name of organization ADAMS FOUNDATION INC C/O ABARTA INC			Employer identification number 24-0866511
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.