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
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
% RYAN ADAMS
Number and street (or P.O. box number if mail is not delivered to street address)129 MT VERNON WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINTERVILLE, GA30683
A Employer identification number

83-2271332
B Telephone number (see instructions)

(706) 246-5509
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$2,261,166J 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... 59,387 59,387  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 138,530
b Gross sales price for all assets on line 6a 1,811,588
7 Capital gain net income (from Part IV, line 2)... 138,530
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)....... Click to see attachment
List of Attached Documents:
// Content
1,385 1,385  
12 Total. Add lines 1 through 11........ 199,302 199,302  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,136 0   0
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
7,500 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,865 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,204 40,204   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,046 1,714   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,751 41,918   0
25 Contributions, gifts, grants paid....... 125,000 125,000
26 Total expenses and disbursements. Add lines 24 and 25 209,751 41,918   125,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,449
b Net investment income (if negative, enter -0-) 157,384
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............. 87,641 96,020 96,020
2 Savings and temporary cash investments.........      
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) 103,207 0 0
b Investments—corporate stock (attach schedule)....... 615,508 Click to see attachment
List of Attached Documents:
// Content
631,926 		909,668
c Investments—corporate bonds (attach schedule)....... 57,514 0 0
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).......... 997,123 Click to see attachment
List of Attached Documents:
// Content
1,120,894 		1,255,478
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,061 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,862,054 1,848,840 2,261,166
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........ 1,862,054 1,848,840
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,862,054 1,848,840
30 Total liabilities and net assets/fund balances (see instructions). 1,862,054 1,848,840
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
1,862,054
2
Enter amount from Part I, line 27a .....................
2
-10,449
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,851,605
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,765
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,848,840
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 24 SH - ABBOTT LABORATORIES P 2024-01-02 2024-11-27
b 5000 SH - ABBVIE INC 5050 *34MG15 P 2024-03-13 2024-09-03
c 11 SH - ABBVIE INC COM P 2024-01-02 2024-11-27
d 14 SH - ACCENTURE PLC IRELAND CL A P 2023-12-11 2024-11-27
e 25 SH - ADIDAS AG P 2024-04-09 2024-09-18
14 SH - ADOBE INC P 2024-01-02 2024-12-16
20 SH - ADVANCED MICRO DEVICES P 2023-10-04 2024-12-09
6 SH - ADVANTEST CORP NEW P 2024-08-05 2024-12-30
198 SH - AES CORP P 2023-07-28 2024-11-27
103 SH - AIA GROUP LTD SPON ADR P 2024-01-02 2024-12-16
34 SH - AIR LIQUIDE ADR P 2023-09-14 2024-07-09
6 SH - AIR PROD & CHEM INC P 2023-12-11 2024-06-25
34 SH - AIRBNB INC CL A P 2023-12-18 2024-11-27
8 SH - AIRBUS SE UNSPONSORED ADR P 2024-10-18 2024-11-27
39 SH - ALCON INC P 2024-01-02 2024-11-27
1 SH - ALIBABA GROUP HLDG LTD P 2023-10-23 2024-07-22
44 SH - ALPHABET INC CL A P 2023-03-15 2024-11-27
44 SH - ALPHABET INC CL C P 2024-07-22 2024-11-27
9 SH - AMADEUS IT GROUP S.A ADR P 2023-06-01 2024-06-17
47 SH - AMAZON COM INC P 2024-07-22 2024-11-27
11 SH - AMERICAN TOWER CORP P 2024-01-02 2024-11-27
2 SH - AMERICAN WATER WORKS CO P 2023-12-11 2024-11-27
7 SH - AMETEK INC NEW P 2024-02-15 2024-08-06
28 SH - AMG TIMESSQ MID CAP GW Z P 2024-08-05 2024-11-27
0.6 SH - ANALOG DEVICES INC P 2023-08-10 2024-02-12
207 SH - ANDRITZ AG GRAZ UNSPONSRED ADR P 2024-10-01 2024-12-16
38 SH - ANGLO AMERN PLC SPONSORED ADR P 2024-01-02 2024-03-22
49 SH - APPLE INC P 2023-12-11 2024-09-16
3 SH - APPLIED MATERIALS INC P 2024-08-14 2024-11-27
50 SH - APTIV PLC P 2023-12-18 2024-11-27
0.6 SH - ARCH CAPITAL GROUP LTD P 2024-08-05 2024-10-02
264 SH - ARTISAN MID CAP VALUE ADV P 2024-01-02 2024-11-27
6 SH - ASHTEAD GROUP PLC ADR P 2023-08-16 2024-08-12
6 SH - ASML HOLDING NV NY REG NEW P 2023-10-16 2024-11-27
20 SH - ASTRAZENECA PLC ADR P 2024-08-05 2024-12-31
3 SH - ATLASSIAN CORPORATION CL A P 2023-06-07 2024-07-22
4 SH - ATMOS ENERGY CP P 2023-12-11 2024-11-27
21 SH - ATS CORPORATION P 2023-12-18 2024-09-12
1 SH - AUTODESK INC DELAWARE P 2024-04-19 2024-07-22
1 SH - AUTOMATIC DATA PROCESSING INC P 2023-12-11 2024-11-27
15 SH - AVANTOR INC P 2024-01-02 2024-11-27
11 SH - AXA ADS P 2023-08-09 2024-01-25
53 SH - BARRICK GOLD CORP P 2024-01-02 2024-11-27
82 SH - BAXTER INT INC P 2023-10-16 2024-06-05
1 SH - BECTON DICKINSON & CO P 2023-12-11 2024-11-27
86 SH - BEIERSDORF AG UNSPONS ADR P 2024-01-02 2024-12-16
0.4 SH - BERKSHIRE HATHAWAY CL-B NEW P 2024-08-05 2024-09-06
5 SH - BIOGEN INC COM P 2023-12-18 2024-07-22
1 SH - BLACKROCK INC P 2023-12-11 2024-11-27
113 SH - BLACKROCK LOW DUR BD INV INST P 2024-08-05 2024-11-27
111 SH - BLUE OWL CAPITAL INC P 2024-01-31 2024-10-04
162 SH - BNP PARIBAS SP ADR REPSTG P 2024-09-11 2024-12-16
29 SH - BOEING CO P 2024-06-05 2024-11-27
0.5 SH - BOOKING HOLDINGS INC P 2024-01-22 2024-07-25
2 SH - BOSTON SCIENTIFIC CORP P 2024-08-05 2024-08-06
148 SH - BP PLC ADS P 2024-10-01 2024-12-16
60 SH - BRISTOL MYERS SQUIBB CO P 2023-12-14 2024-11-27
595 SH - BRITISH LAND CO SPONS ADR P 2024-09-03 2024-12-16
3 SH - BROADCOM INC P 2023-09-01 2024-10-28
1 SH - BROADRIDGE FIN SOLU.LLC P 2023-12-11 2024-11-27
12 SH - BRUNELLO CUCINELLI S P A ADR P 2023-11-03 2024-02-28
48 SH - BUREAU VERITAS SA ADR P 2024-04-23 2024-10-11
802 SH - CALAMOS CONVERTIBLE FUND I P 2024-01-02 2024-11-27
296 SH - CALAMOS MARKET NEUTRAL INC I P 2024-01-02 2024-11-27
9 SH - CAPGEMINI S E UNSPONSORED ADR P 2024-01-02 2024-11-22
1 SH - CAPITAL ONE FINANCIAL CORP P 2024-08-09 2024-09-06
3 SH - CAPITEC BANK HOLDINGS LTD ADR P 2024-01-18 2024-11-27
4 SH - CARDINAL HEALTH INC P 2024-06-07 2024-11-27
39 SH - CARRIER GLOBAL CORPORATION P 2023-12-11 2024-04-22
2 SH - CASEY'S GENERAL STORES INC P 2023-12-11 2024-11-27
0.7 SH - CATERPILLAR INC P 2024-11-05 2024-11-27
5 SH - CENTENE CORPORATION P 2024-11-05 2024-11-27
5 SH - CHARLES RIVER LABS INTL INC P 2023-12-18 2024-07-22
2 SH - CHEVRON CORP P 2024-04-05 2024-11-27
28 SH - CHINA MERCHANTS BK CO LTD UNSP P 2024-01-29 2024-07-22
20 SH - CHIPOTLE MEXICAN GRILL INC COM P 2023-10-25 2024-11-27
20 SH - CHR HANSEN HLDG A/S P 2024-01-02 2024-02-27
5 SH - CINTAS CORP P 2023-12-07 2024-11-25
7 SH - CITIGROUP INC NEW P 2024-06-05 2024-11-27
27 SH - CNH INDUSTRIAL N V P 2023-12-06 2024-11-27
34 SH - COMCAST CORP (NEW) CLASS A P 2024-05-02 2024-11-27
44 SH - COMPAGNIE DE ST GOBAIN UNSP P 2024-04-02 2024-09-20
382 SH - CONVATEC GROUP PLC ADR P 2024-03-26 2024-09-03
7 SH - CORTEVA INC P 2024-11-25 2024-11-27
41 SH - COSAN S A ADR P 2023-04-17 2024-10-17
2 SH - COSTCO WHOLESALE CORP NEW P 2023-12-11 2024-07-15
6 SH - CREDICORP LTC P 2023-12-18 2024-08-13
90 SH - CRODA INTL PLC ADR P 2023-10-16 2024-07-16
2 SH - CROWDSTRIKE HLDGS INC CL A P 2024-06-17 2024-07-22
3 SH - CROWN CASTLE INC P 2024-06-07 2024-11-27
3 SH - CSL LTC P 2024-06-26 2024-07-10
11 SH - CSX CORP P 2024-08-05 2024-11-27
113 SH - CVS HEALTH CORP COM P 2024-04-19 2024-12-16
16 SH - DAIMLER TRUCK HLDG AG ADR P 2024-10-25 2024-11-27
28 SH - DASSAULT SYSTEMS SA ADS P 2023-09-23 2024-09-16
666 SH - DAVIDE CAMPARI MILANO N V ADR P 2024-06-11 2024-10-30
96 SH -DEUTSCHE BOERSE AG UNSPON ADR P 2023-12-18 2024-11-27
14 SH - DEXCOM INC P 2023-09-29 2024-02-12
35 SH - DIAGEO PLC SPON ADR NEW P 2023-10-16 2024-06-28
22 SH - DISCO CORP ADR P 2023-12-07 2024-03-01
2 SH - DISCOVER FINCL SVCS P 2024-07-31 2024-11-27
43 SH - DLOCAL LTD P 2023-08-21 2024-02-14
12 SH - DOCUSIGN INC P 2023-12-16 2024-07-22
11 SH - DOLLAR GEN CORP NEW COM P 2023-10-16 2024-09-16
26 SH - DOXIMITY INC CL A P 2023-10-16 2024-07-22
222 SH - DUN & BRADSTREET HLDGS INC P 2023-12-14 2024-11-27
3 SH - E.L.F BEAUTY INC P 2024-04-09 2024-07-22
637 SH - E.ON SE P 2024-06-26 2024-12-16
1 SH - EATON CORP PLC SHS P 2024-06-18 2024-12-16
150 SH - EBARA CORP ADR P 2023-12-18 2024-11-27
23 SH - EDWARD LIFESCIENCES CORP P 2024-02-06 2024-07-29
333 SH - EISAI CO LTD ADR P 2024-07-03 2024-07-26
2 SH - ELECTRONIC ARTS INC P 2024-06-07 2024-11-27
4 SH - ELEVANCE HEALTH INC P 2023-12-11 2024-11-13
1 SH - ELI LILLY & CO P 2023-08-09 2024-11-06
3 SH - EOG RESOURCES INC P 2023-12-11 2024-11-27
4 SH - EPAM SYSTEMS P 2023-08-31 2024-11-27
5 SH - EQT CORPORATION COM P 2024-09-06 2024-11-27
2 SH - EQUINIX INC P 2023-12-11 2024-11-27
31 SH - ESSILORLUXOTTICA ADR P 2023-10-27 2024-05-10
12 SH - ESTEE LAUDER CO INC CL A P 2023-12-14 2024-07-22
9 SH - ETSY INC COM P 2023-08-10 2024-07-22
120 SH - EURONEXT NV ADR P 2024-08-27 2024-12-04
87 SH - EXPERIAN GP LTD ADR P 2023-05-31 2024-07-25
2 SH - EXXON MOBIL CORP P 2023-12-11 2024-11-27
0.6 SH - FAIR ISAAC & CO INC P 2024-05-20 2024-12-16
253 SH - FANUC CORPORATION UNSP ADR P 2024-01-09 2024-10-16
5 SH - FASTENAL CO P 2023-12-11 2024-11-27
582 SH - FEDERATED HRMS TTL RET BD IS P 2024-09-03 2024-11-27
9 SH - FERGUSON ENTERPRISES INC P 2024-07-15 1944-09-13
1 SH - FERRARI N V P 2023-10-18 2024-02-01
13 SH - FIDELITY NATL INFORMATION SE P 2023-10-25 2024-07-08
0.1 SH - FIRST CITIZ BANCSHARES A P 2024-10-02 2024-11-27
24 SH - FIRSTENERGY CORP P 2023-10-05 2024-09-25
45 SH - FMC CORP NEW P 2023-06-01 2024-08-14
77 SH - FREEE K K COM STK P 2024-02-22 2024-11-27
8 SH - FREEPORT-MCMORAN CL-B P 2024-11-19 2024-11-27
2 SH - GARTNER INC P 2024-07-22 2024-11-26
3 SH - GE AEROSPACE NEW P 2024-07-25 2024-12-09
1 SH - VERNOVA INC P 2024-03-18 2024-04-05
55 SH - GENERAL MTRS CO P 2023-12-18 2024-06-12
34 SH - GILEAD SCIENCE P 2023-12-11 2024-11-25
49 SH - GLACIER BANCORP INC NEW P 2023-12-11 2024-02-07
18 SH - GLOBANT S.A P 2023-09-26 2024-07-22
1587 SH - GQG PARTNERS EMRG MKTS EQ INS P 2024-07-22 2024-12-16
4 SH - GRUPO FINANCIERO BANORTE SAB P 2024-01-18 2024-07-22
173 SH - GSK PLC ADR P 2024-06-07 2024-12-16
14 SH - GUARDANT HEALTH INC P 2023-04-25 2024-02-29
49 SH - HALMA PLC UNSPON ADR P 2023-10-06 2024-07-22
189 SH - HDFC BANK LTD ADR P 2023-06-20 2024-11-27
25 SH - HEIDELBERG MATERIALS AG ADR P 2024-09-26 2024-12-06
3 SH - HOME DEPOT INC P 2024-01-02 2024-08-13
144 SH - HONG KONG EXCHANGES & CLEARING P 2024-01-16 2024-11-27
2 SH - HOWMET AEROSPACE INC P 2024-11-22 2024-11-27
32 SH - HUGO BOSS AG SPON ADR P 2024-11-08 2024-11-27
3 SH - HUMANA INC P 2024-01-18 2024-10-09
8 SH - ICICI BANK LTD P 2024-01-23 2024-07-22
12 SH - ICON PLC P 2024-06-26 2024-12-16
2 SH - IDEXX LABS P 2023-08-23 2024-07-23
1 SH - ILL TOOL WORKS INC P 2023-12-11 2024-11-27
74 SH - IMI PLC P 2023-12-06 2024-10-29
135 SH - INDUSTRIA DE DISENO TEXTIL INC P 2024-01-09 2024-10-04
364 SH - ING GROEP NV ADR P 2023-03-30 2024-10-22
5 SH - INSULET CORP P 2023-10-16 2024-07-22
6 SH - INTUIT INC P 2024-01-02 2024-11-27
0.2 SH - INTUITIVE SURGICAL INC P 2024-08-05 2024-08-15
0.9 SH - IONIS PHARMACEUTICALS INC P 2024-05-17 2024-05-22
16 SH - ISHARES CORE S&P U.S. GROWTH P 2024-03-14 2024-07-19
11 SH - ISHARES INC MSCI JAPAN ETF P 2024-07-17 2024-09-26
461 SH - ISHAREA MSCI ACWI EX US ETF P 2024-03-14 2024-12-17
55 SH - ISHARES MSCI BRAZIL ETF P 2023-02-01 2024-01-09
326 SH - ISHARES MSCI EAFE ETF P 2023-11-13 2024-12-23
206 SH - ISHARES MSCI EMERGING MKTS ETF P 2023-12-27 2024-12-20
5 SH - ISHARES MSCI UNITED KINGDOM ET P 2024-01-02 2024-01-09
8 SH - ISHARES RUSSELL MIDCAP G ETF P 2023-11-13 2024-01-02
234 SH - ISHARES RUSSELL MIDCAP V ETF P 2023-11-13 2024-01-02
26 SH - ISHARES RUSSELL 1000 GRW ETF P 2023-11-13 2024-12-20
43 SH - ISHARES RUSSELL 1000 VALUE ETF P 2024-03-14 2024-10-17
489 SH - ISHARES 10-20 YR TRESU BD ETF P 2024-09-03 2024-12-16
2 SH - JACK HENRY & ASSOC INC P 2023-12-11 2024-11-27
29 SH - JANUS HENDERSON B-BBB CLO ET P 2024-09-03 2024-11-27
38 SH - JANUS HENDERSON MORTG BACKED P 2024-09-03 2024-11-27
209 SH - JAPAN EXCHANGE GROUP INC P 2023-10-19 2024-07-03
7 SH - JD COM INC SPON ADR CL A P 2023-10-16 2024-07-22
51 SH - JP MORGAN HEDGED EQUITY I P 2024-01-02 2024-08-19
121 SH - JULIUS BAER GROUP LTD UN ADR P 2024-02-21 2024-11-14
8 SH - KBC GROUP NV UNSPONS ADR P 2024-11-07 2024-11-27
1 SH - KEYENCE CORP P 2023-11-06 2024-02-22
2 SH - KEYSIGHT TECHNOLOGIES INC P 2024-07-08 2024-11-27
16 SH - KKR & CO INC CL A P 2023-11-30 2024-11-27
1 SH - L OREAL CO ADR P 2024-08-05 2024-09-18
1 SH - LAM RESEARCH CORPORATION P 2024-01-02 2024-09-13
3 SH - LIBERTY MEDIA COR SER C LBRT P 2023-09-12 2024-07-22
418 SH - LM MARTIN CURRIE SMASH SER EM P 2023-07-24 2024-12-27
133 SH - LONDON STK EXCHANGE GROUP ADR P 2024-03-26 2024-10-14
33 SH - LONZA GROUP AG ZUERICH ADR P 2024-05-23 2024-06-07
165 SH - LORD ABBETT ULTRA SHORT BD I P 2024-08-05 2024-11-27
0.2 SH - LULULEMON ATHLETICA INC P 2024-01-02 2024-03-19
16 SH - LVMH MOET HENNESSY LOUIS VUITT P 2023-09-07 2024-08-12
149 SH - M&A RESEARCH INSTITUTE HOLDING P 2024-03-21 2024-12-16
1 SH - MARATHON PETROLEUM CORP P 2024-09-25 2024-11-27
6 SH - MASTERCARD INC CL A P 2023-12-11 2024-11-27
0.4 SH - MATCH GROUP INC P 2023-07-24 2024-03-12
6 SH - MC DONALDS CORP P 2023-12-11 2024-11-27
33 SH - MEDTRONICS PLC SHS P 2023-06-27 2024-06-12
22 SH - MEITUAN ADR P 2023-12-15 2024-11-27
1 SH - MERCADOLIBRE INC P 2024-07-09 2024-12-09
220 SH - MERCEDES BENZ GROUP AG ADR P 2024-10-24 2024-12-27
2 SH - MERCK & CO INC NEW COM P 2023-12-11 2024-11-27
2 SH - META PLATFORMS INC CL A P 2024-07-23 2024-11-27
3 SH - MICRON TECH INC P 2024-08-05 2024-12-13
21 SH - MICROSOFT CORP P 2023-12-11 2024-11-27
28 SH - MINTH GROUP LTD P 2023-12-14 2024-12-03
115 SH - MOBILEYE GLOBAL INC CL A P 2024-02-27 2024-08-14
9 SH - MONDELEZ INTL INC COM P 2023-12-11 2024-11-27
3 SH - MONGODB INC CL A P 2024-01-08 2024-07-22
2 SH - MONSTER BEVERAGE CORP NEW COM P 2024-06-10 2024-07-22
3 SH - MORGAN STANLEY P 2024-08-14 2024-11-27
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1 SH - SERVICENOW INC P 2023-01-19 2024-07-19
4000 SH - SHELL INTERNATION 2875 26MY10 P 2018-12-31 2024-09-03
22 SH - SHELL PLC ADR P 2022-03-07 2024-01-09
32 SH - SHOPIFY INC P 2023-09-15 2024-12-11
32 SH - SIG GROUP AG NAMEN AKT P 2020-12-04 2024-09-30
41 SH - SKECHERS U S A INC CL A P 2020-03-12 2024-07-08
3 SH - SNOWFLAKE INC CL A P 2022-05-05 2024-07-22
34 SH - SONY GROUP CORPORATION ADR P 2018-12-21 2024-04-09
6 SH - SPLUNK INC P 2018-05-05 2024-01-16
18 SH - SS&C TECHNOLOGIES HLDGS INC P 2022-10-17 2024-04-11
1 SH - STRYKER CORP P 2023-01-10 2024-07-22
83 SH - TAIWAN SMCNDCTR MFG CO LTD ADR P 2019-09-17 2024-09-04
18 SH - TE CONNECTIVITY LTD NEW P 2018-12-21 2024-07-22
92 SH - TECHNIPFMC LTD P 2020-03-17 2024-11-27
625 SH - TECHNOPRO HLDGS INC ADR P 2018-12-21 2024-10-24
8 SH - TECK RESOURCES LTD P 2022-08-31 2024-06-05
101 SH - TELEPHONE AND DATA SYSTEMS INC P 2020-03-18 2024-11-27
9 SH - TERADATA CORP. P 2022-11-16 2024-11-27
6 SH - TESLA INC P 2023-01-09 2024-07-22
6 SH - THE CIGNA GROUP P 2018-05-05 2024-11-27
0.5 SH - THERMO FISHER SCIENTIFIC P 2018-12-21 2024-03-28
7 SH - TJX COS INC NEW P 2023-05-05 2024-07-22
3 SH - TKO GROUP HOLDINGS INC CL A P 2023-05-16 2024-07-22
41 SH - TOTALENERGIES SE SPONSORED ADS P 2020-08-05 2024-09-18
28 SH - TOYOTA INDUSTRIES CORP ADR P 2019-09-19 2024-06-07
0.8 SH - TRACTOR SUPPLY CO P 2023-12-11 2024-12-20
42 SH - UBER TECHNOLOGIES INC P 2023-02-07 2024-11-11
1 SH - UNILEVER PLC (NEW) ADS P 2022-05-23 2024-07-23
10 SH - UNITEDHEALTH GP INC P 2018-12-21 2024-12-11
174 SH - UNIVERSAL MUSIC GROUP NV ADR P 2022-07-15 2024-04-09
9000 SH - US TSY BOND 2000 50FB15 P 2022-10-18 2024-09-03
9000 SH - US TSY BOND 2375 51MY15 P 2022-08-12 2024-09-03
8000 SH - US TSY BOND 3000 49FB15 P 2019-05-01 2024-09-03
3000 SH - US TSY NOTE 3500 30JA31 P 2023-02-24 2024-09-03
4000 SH - VERIZON COMMUNICA 4125 27MH16 P 2020-11-06 2024-09-03
53 SH - VERIZON COMMUNICATIONS P 2022-10-17 2024-11-27
10 SH - VERTEX PHARMACEUTICALS P 2018-05-05 2024-07-22
260 SH - VIRTUS KAR SM-CAP VALUE I P 2018-12-24 2024-11-27
13 SH - VISA INC CL A P 2018-12-21 2024-11-27
5 SH - VOYA FINL INC P 2022-10-27 2024-11-27
2 SH - W W GRAINGER INC P 2018-12-21 2024-07-22
12437 SH - WA SMASH SRS CR PLS COMPLETION P 2018-12-31 2024-09-03
8 SH - WAL-MART DE MEXICO SA SPON ADR P 2022-05-13 2024-11-26
134 SH - WEG S.A. SPONSORED ADR P 2022-01-14 2024-11-27
4000 SH - WELLS FARGO & CO 3584 *28MY22 P 2018-12-31 2024-09-03
41 SH - WELLS FARGO & CO NEW P 2021-02-04 2024-11-27
2997 SH - WESTERN ASSET SMASH SERIES C P 2018-12-31 2024-09-03
4724 SH - WESTERN ASSET SMASH SERIES M P 2018-12-31 2024-09-03
53 SH - WILLIAMS CO INC P 2020-03-10 2024-11-27
4 SH - WOLTERS KLUWER NV SPON ADR P 2018-12-21 2024-08-27
7 SH - WORKDAY INC CL A P 2023-02-07 2024-12-16
69 SH - XP INC P 2023-04-17 2024-04-24
4000 SH - FHLMC 20G RB5163 3000 42MY01 P 2022-09-20 2024-01-19
9000 SH - FHLMC 30G RA6815 2500 52FB01 P 2022-06-08 2024-09-25
5000 SH - FHLMC 30G SD8267 5000 52NV01 P 2022-11-17 2024-09-25
14000 SH - FNMA POOL FS4377 3000 52AP01 P 2023-04-11 2024-09-25
17000 SH - FNMAPOOL MA4438 2500 51OC01 P 2021-10-14 2024-09-25
1000 SH - FNMA POOL MA4512 2500 51DE01 P 2023-08-09 2024-09-25
5000 SH - FNMA POOL MA4587 2500 42AP01 P 2022-03-09 2024-03-25
9000 SH - FNMA POOL MA4600 3500 52MY01 P 2023-03-08 2024-09-25
8000 SH - FNMA POOL MA4656 4500 52JL01 P 2022-06-28 2024-09-25
7000 SH - FNMA POOL MA4732 4000 52SP01 P 2022-09-09 2024-09-22
5000 SH - FNMA POOL MA4842 5500 52DE01 P 2022-11-17 2024-08-25
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 2,811   2,691 120
b 5,152   5,069 83
c 1,915   1,773 142
d 4,596   5,052 -456
e 3,125   2,870 255
6,765   7,962 -1,197
3,232   3,102 130
344   296 48
3,215   3,457 -242
2,922   3,336 -414
1,267   1,176 91
1,826   1,804 22
4,073   4,945 -872
324   335 -11
3,648   3,446 202
108   116 -8
7,098   7,205 -107
7,168   7,961 -793
659   666 -7
9,299   8,513 786
2,414   2,492 -78
344   327 17
1,210   1,332 -122
550   472 78
118   104 14
2,128   2,800 -672
462   470 -8
9,419   9,747 -328
616   734 -118
3,498   3,984 -486
76   64 12
4,535   4,078 457
1,784   1,791 -7
5,848   4,222 1,626
1,416   1,415 1
625   621 4
701   526 175
570   917 -347
303   268 35
345   274 71
326   352 -26
377   344 33
895   928 -33
2,721   2,646 75
249   260 -11
2,241   2,545 -304
185   166 19
1,265   1,450 -185
1,089   907 182
1,033   1,035 -2
2,298   1,705 593
4,988   5,581 -593
4,586   5,275 -689
2,006   2,002 4
189   185 4
4,300   4,709 -409
2,714   3,177 -463
2,695   3,360 -665
1,757   1,431 326
411   339 72
759   566 193
3,161   2,840 321
15,543   13,550 1,993
4,456   4,266 190
309   392 -83
139   135 4
280   223 57
546   439 107
2,135   2,217 -82
1,011   667 344
321   304 17
328   328 0
1,130   1,166 -36
428   424 4
606   523 83
1,516   1,419 97
396   419 -23
2,156   1,490 666
524   458 66
339   300 39
1,395   1,366 29
818   689 129
4,776   5,275 -499
458   454 4
462   512 -50
1,753   1,357 396
1,128   1,034 94
2,311   2,404 -93
686   926 -240
343   326 17
321   312 9
404   368 36
5,462   6,691 -1,229
293   293 0
1,105   1,045 60
5,086   6,128 -1,042
2,201   1,997 204
1,744   1,285 459
4,747   5,237 -490
769   462 307
475   378 97
718   805 -87
718   531 187
1,009   1,360 -351
740   583 157
2,111   2,558 -447
559   588 -29
7,826   9,007 -1,181
684   635 49
1,491   1,180 311
1,497   2,074 -577
3,097   3,380 -283
359   304 55
2,000   2,366 -366
921   854 67
471   421 50
1,031   990 41
268   192 76
2,121   2,046 75
3,320   2,825 495
1,252   1,722 -470
588   732 -144
2,639   2,568 71
3,845   2,969 876
317   270 47
1,283   908 375
3,406   3,595 -189
500   377 123
5,624   5,629 -5
1,724   1,903 -179
551   430 121
1,019   660 359
399   315 84
1,047   863 184
2,837   2,838 -1
1,121   1,587 -466
350   349 1
1,354   1,207 147
675   647 28
211   236 -25
2,555   2,054 501
2,652   2,666 -14
1,814   1,899 -85
3,923   4,290 -367
27,294   29,072 -1,778
189   216 -27
5,831   6,773 -942
267   374 -107
3,130   2,634 496
11,103   11,984 -881
635   562 73
1,282   1,323 -41
4,251   4,740 -489
307   307 0
251   251 0
887   1,192 -305
235   194 41
2,461   3,771 -1,310
1,154   1,256 -102
342   320 22
1,719   1,669 50
3,544   2,817 727
5,608   5,353 255
1,058   740 318
4,194   4,193 1
104   96 8
38   37 1
1,974   1,991 -17
834   819 15
24,864   24,955 -91
1,913   1,667 246
24,393   22,648 1,745
8,464   8,562 -98
171   171 0
853   758 95
27,102   23,947 3,155
9,918   9,527 391
7,934   7,754 180
51,333   52,934 -1,601
438   414 24
1,434   1,411 23
1,718   1,756 -38
2,474   2,275 199
189   195 -6
1,657   1,461 196
1,488   1,308 180
285   301 -16
807   750 57
484   437 47
2,182   1,456 726
110   115 -5
932   978 -46
311   266 45
3,994   4,136 -142
4,511   3,987 524
1,895   1,537 358
1,657   1,655 2
125   136 -11
2,640   2,320 320
2,310   4,277 -1,967
307   324 -17
2,956   2,715 241
15   21 -6
1,710   1,793 -83
2,787   2,801 -14
806   514 292
2,879   2,966 -87
3,060   3,424 -364
298   317 -19
1,372   1,155 217
314   295 19
9,196   8,736 460
981   1,053 -72
1,608   3,114 -1,506
641   719 -78
855   1,124 -269
113   117 -4
394   297 97
647   442 205
1,051   1,010 41
1   1 0
323   210 113
3,519   3,068 451
11,053   11,534 -481
3,073   2,714 359
921   1,011 -90
363   369 -6
2,853   2,711 142
5,466   5,302 164
2,182   1,856 326
782   655 127
1,199   1,519 -320
681   681 0
3,998   4,665 -667
609   516 93
668   587 81
188   186 2
1,566   1,629 -63
1,247   1,298 -51
99   90 9
1,099   1,062 37
466   446 20
397   339 58
1,964   2,187 -223
253   255 -2
2,259   2,539 -280
1,596   1,457 139
305   374 -69
1,787   2,326 -539
2,033   1,736 297
2,384   2,295 89
625   662 -37
13,393   14,464 -1,071
2,360   1,929 431
208   412 -204
943   605 338
433   372 61
426   336 90
1,561   1,322 239
2,095   1,800 295
2,864   2,623 241
587   627 -40
2,699   3,029 -330
1,153   932 221
1,101   1,223 -122
1,043   1,127 -84
4,461   3,106 1,355
629   629 0
4,044   3,093 951
978   972 6
6,103   6,626 -523
1,398   1,288 110
      0
741   781 -40
3,268   3,345 -77
2,481   2,799 -318
339   339 0
3,060   2,622 438
3,185   2,856 329
422   323 99
1,964   2,049 -85
332   324 8
403   364 39
9,220   8,491 729
619   619 0
989   1,001 -12
11,949   11,906 43
1,699   1,168 531
601   592 9
1,468   1,293 175
2,823   3,124 -301
454   419 35
1,700   1,484 216
665   526 139
632   426 206
458   305 153
4,315   4,022 293
783   696 87
1,198   1,120 78
1,777   2,178 -401
2,895   3,058 -163
156   131 25
805   668 137
2,293   2,019 274
2,857   1,473 1,384
298   321 -23
1,197   1,314 -117
2,203   2,156 47
770   625 145
322   269 53
464   353 111
1,018   684 334
527   522 5
1,158   1,166 -8
3,449   3,838 -389
2,529   2,588 -59
5,534   4,400 1,134
2,601   2,512 89
1,515   1,712 -197
3,427   3,433 -6
3,084   3,121 -37
2,570   2,437 133
2,088   1,961 127
1,596   1,541 55
7,734   7,737 -3
20,914   20,293 621
20,135   18,944 1,191
8,472   8,298 174
59,474   58,166 1,308
72,980   69,157 3,823
11,269   10,395 874
29,556   27,068 2,488
1,516   1,440 76
2,572   1,885 687
1,073   1,160 -87
934   777 157
3,546   3,440 106
257   246 11
12,162   12,270 -108
829   1,022 -193
575   421 154
1,565   1,499 66
486   366 120
416   344 72
410   390 20
1,904   1,728 176
973   957 16
1,119   934 185
2,832   2,745 87
4,628   4,363 265
2,661   2,475 186
527   885 -358
4,245   3,624 621
1,523   1,280 243
346   315 31
591   889 -298
624   885 -261
864   591 273
6,234   7,010 -776
916   903 13
1,129   1,118 11
853   839 14
1,540   1,521 19
774   783 -9
761   768 -7
962   940 22
87   87 0
3,810   3,769 41
4,066   1,071 2,995
3,672   4,228 -556
2,676   2,121 555
2,031   1,411 620
765   817 -52
559   348 211
1,683   1,338 345
4,368   5,020 -652
572   283 289
2,958   2,170 788
1,164   947 217
1,558   1,178 380
1,350   1,152 198
2,891   1,940 951
1,952   285 1,667
      0
2,028   764 1,264
3,803   2,664 1,139
4,389   1,501 2,888
5,652   3,039 2,613
4,962   4,962 0
1,657   1,274 383
2,435   1,222 1,213
2,153   1,374 779
639   379 260
5,511   6,176 -665
2,282   1,318 964
454   379 75
467   354 113
3,034   1,334 1,700
227   211 16
1,533   703 830
1,050   692 358
1,212   1,396 -184
9,234   1,264 7,970
711   491 220
1,507   1,679 -172
3,064   1,969 1,095
651   335 316
4,023   2,756 1,267
556   182 374
117   110 7
1,924   449 1,475
837   776 61
350   226 124
1,649   1,209 440
4,874   4,852 22
1,375   1,146 229
847   670 177
3,970   4,118 -148
1,026   882 144
223   113 110
1,963   1,274 689
905   1,105 -200
1,375   708 667
104   82 22
3,235   1,596 1,639
607   436 171
4,940   5,372 -432
1,376   1,501 -125
2,368   1,798 570
3,213   3,412 -199
56   45 11
1,099   838 261
1,385   1,782 -397
1,508   726 782
1,642   419 1,223
121   78 43
4,570   4,627 -57
422   729 -307
18   27 -9
1,013   790 223
1,523   373 1,150
857   510 347
1,211   928 283
1,131   661 470
3,432   3,617 -185
303   203 100
1,449   912 537
2,607   562 2,045
440   162 278
61   61 0
3,850   4,354 -504
711   754 -43
1,499   1,314 185
955   435 520
1,907   1,094 813
1,580   1,847 -267
940   319 621
535   577 -42
1,207   903 304
3,807   1,716 2,091
590   554 36
2,408   1,857 551
186   132 54
602   479 123
1,438   628 810
5,923   6,032 -109
2,100   901 1,199
17,895   10,060 7,835
211   99 112
6,116   3,886 2,230
662   486 176
581   326 255
47   29 18
2,100   1,327 773
391   187 204
1,991   704 1,287
39,716   42,063 -2,347
2,589   1,352 1,237
1,111   372 739
1,400   1,323 77
1,143   796 347
6,526   4,316 2,210
1,652   899 753
1,781   332 1,449
1,747   1,318 429
2,420   1,775 645
29   32 -3
8,610   3,065 5,545
660   342 318
4,169   2,639 1,530
2,893   3,265 -372
1,177   642 535
1,829   675 1,154
183   76 107
1,089   539 550
5,329   2,782 2,547
10,636   11,709 -1,073
1,665   914 751
1,306   954 352
866   682 184
405   249 156
1,660   1,674 -14
119   82 37
15,743   458 15,285
1,271   973 298
1,838   323 1,515
2,364   1,307 1,057
2,663   1,667 996
14   17 -3
1,771   965 806
1,716   1,157 559
941   564 377
59   65 -6
303   313 -10
808   494 314
1,145   535 610
4,282   1,660 2,622
1,088   622 466
1,246   640 606
4,661   2,161 2,500
3,816   3,260 556
2,563   1,621 942
2,449   1,325 1,124
3,671   2,322 1,349
4,539   1,916 2,623
696   345 351
1,110   389 721
317   265 52
1,003   599 404
3,911   3,910 1
1,423   1,156 267
3,587   1,915 1,672
603   681 -78
2,848   1,208 1,640
589   493 96
2,903   1,608 1,295
953   578 375
1,105   886 219
342   264 78
12,368   3,852 8,516
2,734   1,354 1,380
2,739   585 2,154
2,200   1,685 515
439   303 136
2,404   1,331 1,073
305   434 -129
1,288   837 451
1,488   786 702
334   127 207
820   564 256
316   306 10
2,822   2,124 698
2,548   1,666 882
45   36 9
3,050   1,414 1,636
58   44 14
5,632   2,444 3,188
2,513   1,813 700
5,783   5,936 -153
6,263   7,428 -1,165
6,383   9,042 -2,659
2,960   2,949 11
3,968   4,306 -338
2,127   1,935 192
4,857   1,674 3,183
7,621   3,833 3,788
3,762   1,656 2,106
474   383 91
2,147   625 1,522
73,751   102,031 -28,280
229   275 -46
1,039   780 259
3,891   3,871 20
2,862   1,339 1,523
28,382   27,276 1,106
37,886   49,645 -11,759
2,645   747 1,898
819   280 539
1,921   1,388 533
1,401   951 450
3,141   3,209 -68
6,663   7,109 -446
4,567   4,569 -2
11,727   11,870 -143
12,066   13,192 -1,126
706   718 -12
3,804   4,291 -487
7,380   7,390 -10
6,963   7,058 -95
6,161   6,248 -87
4,620   4,609 11
5,942     5,942
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       120
b       83
c       142
d       -456
e       255
      -1,197
      130
      48
      -242
      -414
      91
      22
      -872
      -11
      202
      -8
      -107
      -793
      -7
      786
      -78
      17
      -122
      78
      14
      -672
      -8
      -328
      -118
      -486
      12
      457
      -7
      1,626
      1
      4
      175
      -347
      35
      71
      -26
      33
      -33
      75
      -11
      -304
      19
      -185
      182
      -2
      593
      -593
      -689
      4
      4
      -409
      -463
      -665
      326
      72
      193
      321
      1,993
      190
      -83
      4
      57
      107
      -82
      344
      17
      0
      -36
      4
      83
      97
      -23
      666
      66
      39
      29
      129
      -499
      4
      -50
      396
      94
      -93
      -240
      17
      9
      36
      -1,229
      0
      60
      -1,042
      204
      459
      -490
      307
      97
      -87
      187
      -351
      157
      -447
      -29
      -1,181
      49
      311
      -577
      -283
      55
      -366
      67
      50
      41
      76
      75
      495
      -470
      -144
      71
      876
      47
      375
      -189
      123
      -5
      -179
      121
      359
      84
      184
      -1
      -466
      1
      147
      28
      -25
      501
      -14
      -85
      -367
      -1,778
      -27
      -942
      -107
      496
      -881
      73
      -41
      -489
      0
      0
      -305
      41
      -1,310
      -102
      22
      50
      727
      255
      318
      1
      8
      1
      -17
      15
      -91
      246
      1,745
      -98
      0
      95
      3,155
      391
      180
      -1,601
      24
      23
      -38
      199
      -6
      196
      180
      -16
      57
      47
      726
      -5
      -46
      45
      -142
      524
      358
      2
      -11
      320
      -1,967
      -17
      241
      -6
      -83
      -14
      292
      -87
      -364
      -19
      217
      19
      460
      -72
      -1,506
      -78
      -269
      -4
      97
      205
      41
      0
      113
      451
      -481
      359
      -90
      -6
      142
      164
      326
      127
      -320
      0
      -667
      93
      81
      2
      -63
      -51
      9
      37
      20
      58
      -223
      -2
      -280
      139
      -69
      -539
      297
      89
      -37
      -1,071
      431
      -204
      338
      61
      90
      239
      295
      241
      -40
      -330
      221
      -122
      -84
      1,355
      0
      951
      6
      -523
      110
      0
      -40
      -77
      -318
      0
      438
      329
      99
      -85
      8
      39
      729
      0
      -12
      43
      531
      9
      175
      -301
      35
      216
      139
      206
      153
      293
      87
      78
      -401
      -163
      25
      137
      274
      1,384
      -23
      -117
      47
      145
      53
      111
      334
      5
      -8
      -389
      -59
      1,134
      89
      -197
      -6
      -37
      133
      127
      55
      -3
      621
      1,191
      174
      1,308
      3,823
      874
      2,488
      76
      687
      -87
      157
      106
      11
      -108
      -193
      154
      66
      120
      72
      20
      176
      16
      185
      87
      265
      186
      -358
      621
      243
      31
      -298
      -261
      273
      -776
      13
      11
      14
      19
      -9
      -7
      22
      0
      41
      2,995
      -556
      555
      620
      -52
      211
      345
      -652
      289
      788
      217
      380
      198
      951
      1,667
      0
      1,264
      1,139
      2,888
      2,613
      0
      383
      1,213
      779
      260
      -665
      964
      75
      113
      1,700
      16
      830
      358
      -184
      7,970
      220
      -172
      1,095
      316
      1,267
      374
      7
      1,475
      61
      124
      440
      22
      229
      177
      -148
      144
      110
      689
      -200
      667
      22
      1,639
      171
      -432
      -125
      570
      -199
      11
      261
      -397
      782
      1,223
      43
      -57
      -307
      -9
      223
      1,150
      347
      283
      470
      -185
      100
      537
      2,045
      278
      0
      -504
      -43
      185
      520
      813
      -267
      621
      -42
      304
      2,091
      36
      551
      54
      123
      810
      -109
      1,199
      7,835
      112
      2,230
      176
      255
      18
      773
      204
      1,287
      -2,347
      1,237
      739
      77
      347
      2,210
      753
      1,449
      429
      645
      -3
      5,545
      318
      1,530
      -372
      535
      1,154
      107
      550
      2,547
      -1,073
      751
      352
      184
      156
      -14
      37
      15,285
      298
      1,515
      1,057
      996
      -3
      806
      559
      377
      -6
      -10
      314
      610
      2,622
      466
      606
      2,500
      556
      942
      1,124
      1,349
      2,623
      351
      721
      52
      404
      1
      267
      1,672
      -78
      1,640
      96
      1,295
      375
      219
      78
      8,516
      1,380
      2,154
      515
      136
      1,073
      -129
      451
      702
      207
      256
      10
      698
      882
      9
      1,636
      14
      3,188
      700
      -153
      -1,165
      -2,659
      11
      -338
      192
      3,183
      3,788
      2,106
      91
      1,522
      -28,280
      -46
      259
      20
      1,523
      1,106
      -11,759
      1,898
      539
      533
      450
      -68
      -446
      -2
      -143
      -1,126
      -12
      -487
      -10
      -95
      -87
      11
      5,942
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 2 138,530
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 2,188
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 2,188
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 2,188
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,480
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 1,480
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 713
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowGA
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 arrowRYAN ADAMS Telephone no.right arrow (706) 246-5509

Located atright arrow129 MT VERNON WAYWINTERVILLEGA ZIP+4right arrow30683
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)
 
No
(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
 
 
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
RYAN ADAMS TRUSTEE
10.00 		13,568 0 0
129 MT VERNON WAY
WINTERVILLE,GA30683
JANNA WADE TRUSTEE
10.00 		13,568 0 0
2191 RAYMOND ANDERSON ROAD
ELBERTON,GA30635
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
2,263,640
b
Average of monthly cash balances.......................
1b
65,003
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,328,643
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
2,328,643
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
34,930
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,293,713
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
114,686
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
114,686
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,188
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,188
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
112,498
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
112,498
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
112,498
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
125,000
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
125,000
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 7 112,498
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......  
b From 2020......  
c From 2021...... 20,901
d From 2022......  
e From 2023...... 6,153
f Total of lines 3a through e ........ 27,054
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 125,000
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..... 112,498
e Remaining amount distributed out of corpus 12,502
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 39,556
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		39,556
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 20,901
c Excess from 2022....  
d Excess from 2023.... 6,153
e Excess from 2024.... 12,502
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

COLDWATER UNITED METHODIST CHURCH

2142 COLDWATER CREEK ROAD
ELBERTON,GA30635 		N/A PC GENERAL SUPPORT 25,000

ELBERT COUNTY UNIT OF THE AMERICAN RED CROSS

1691 MERIWEATHER DRIVE SUITE 103
WATKINSVILLE,GA30677 		N/A PC GENERAL SUPPORT 25,000

ELBERT COUNTY UNIT OF THE SALVATION ARMY

262 N MCINTOSH STREET
ELBERTON,GA30635 		N/A PC GENERAL SUPPORT 25,000

ELBERT MEMORIAL HOSPITAL FOUNDATION

4 MEDICAL DRIVE
ELBERTON,GA30635 		N/A PC GENERAL SUPPORT 25,000

WELLROOT FAMILY SERVICES FKA THE METHODIST CHILDREN'S HOME

1967 LAKESIDE PARKWAY SUITE 400
TUCKER,GA30084 		N/A PC GENERAL SUPPORT 25,000
Total .................................right arrow 3a 125,000
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 59,387  
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 .....     14 1,385  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 138,530  
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) .. 0 199,302 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
199,302
(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:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,865 0   0

TY 2024 InvestmentsCorpStockSchedule
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Name of Stock End of Year Book Value End of Year Fair Market Value
12 SH - ABBVIE INC COM 1,280 2,184
17 SH - ACCENTURE PLC IRELAND CL A 5,556 6,109
3 SH - ADOBE INC 638 1,341
11 SH - ADVANTEST CORP NEW 137 677
333 SH - AES CORP 4,388 4,286
142 SH - AIA GROUP LTD SPON ADR 3,946 4,117
154 SH - AIR LIQUIDE ADR 4,431 5,005
29 SH - AIRBNB INC CL A 3,906 3,852
43 SH - ALCON INC 3,294 3,671
36 SH - ALIBABA GROUP HLDG LTD 2,712 3,053
18 SH - ALLSTATE CORP 2,108 3,532
65 SH - ALPHABET INC CL A 4,422 12,355
54 SH - ALPHABET INC CL C 6,711 10,301
120 SH - AMAZON COM INC 11,357 26,327
43 SH - AMER INTL GP INC NEW 1,532 3,172
311 SH - ANGLO AMERN PLC SPONSORED ADR 4,771 4,604
84 SH - APPLE INC 11,591 21,143
32 SH - APPLIED MATERIALS INC 2,222 5,278
24 SH - APTIV PLC 1,620 1,452
12 SH - ARCH CAPITAL GROUP LTD 478 1,176
12 SH - ASML HOLDING NV NY REG NEW 3,550 8,948
97 SH - ASTRAZENECA PLC ADR 3,805 6,376
44 SH - AXALTA COATING SYSTEMS LTD 1,024 1,514
90 SH - B&M EUROPEAN VALUE RET SA ADR 1,610 1,638
84 SH - BANK OF AMERICA CORP 2,063 3,718
104 SH - BANK RAKYAT INDONESIA ADR 1,298 1,318
154 SH - BARRICK GOLD CORP 1,923 2,387
20 SH - BE SEMICONDUCTOR IND NV 1,278 2,839
92 SH - BEIERSDORF AG UNSPONS ADR 1,952 2,363
11 SH - BERKSHIRE HATHAWAY CL-B NEW 2,155 5,431
1 SH - BOOKING HOLDINGS INC 1,282 1,918
83 SH - BP PLC ADS 2,041 2,481
68 SH - BRISTOL MYERS SQUIBB CO 2,944 3,852
17 SH - BROADCOM INC 1,666 4,123
10 SH - CATERPILLAR INC 2,424 3,812
14 SH - CBRE GROUP INC CL A 658 1,890
62 SH - CENTENE CORPORATION 3,550 3,772
21 SH - CHEVRON CORP 2,363 3,184
36 SH - CHIPOLTE MEXICAN GRILL INC COM 1,050 2,199
45 SH - CISCO SYS INC 1,752 2,708
64 SH - CITIGROUP INC NEW 3,337 4,510
36 SH - COGNIZANT TECH SOLUTIONS CL A 2,269 2,803
94 SH - COMCAST CORP (NEW) CLASS A 3,222 3,537
198 SH - COMPAGNIE DE ST GOBAIN UNSP 2,151 3,514
84 SH - CORNING INC 2,079 4,002
78 SH - CORTEVA INC 2,955 4,470
79 SH - COSAN S A ADR 796 432
2 SH - COSTCO WHOLESALE CORP NEW 1,311 2,134
30 SH - CSL LTD 2,081 2,666
111 SH - CSX CORP 2,741 3,582
167 SH - DEUTSCHE BOERSE AG UNSPON ADR 2,883 3,846
15 SH - DIPLOMA PLC ADR 2,941 3,285
18 SH - DOLLAR GEN CORP NEW COM 1,542 1,434
21 SH - DOLLAR TREE INC 1,446 1,604
198 SH - DUN & BRADSTREET HLDS INC 2,052 2,467
261 SH - EAST JAPAN RY CO ADR 2,367 2,321
5 SH - EATON CORP PLC SHS 1,296 1,680
159 SH - EBARA CORP ADR 320 1,245
4 SH - ELEVANCE HEALTH INC 1,212 1,736
21 SH - EPAM SYSTEMS 4,290 4,983
49 SH - EQT CORPORATION COM NEW 1,206 2,297
2 SH - EQUINIX INC 754 1,940
11 SH - FERRARI N V 1,835 4,835
45 SH - FIDELITY NATIONAL FINANCIAL IN 1,581 2,557
1 SH - FIRST CITIZ BANCSHARES A 1,663 3,273
78 SH - FIRSTENERGY CORP 1,841 3,142
28 SH - FOX CORP CL A 742 1,385
129 SH - FREEPORT-MCMORAN CL-B 1,296 4,912
22 SH - GLOBANT S.A 4,282 4,866
27 SH - GRUPO FINANCIERO BANORTE SAB 963 900
56 SH - HDFC BANK LTD ADR 2,965 3,616
77 SH - HEMNET GROUP AB ADR 1,258 2,367
5 SH - HILTON WORLDWIDE HLDGS INC 580 1,331
8 SH - HUMANA INC 2,123 2,046
109 SH - ICICI BANK LTD 1,193 3,255
10 SH - ICON PLC 1,971 2,097
5 SH - INTUIT INC 2,781 3,288
4 SH - INTUITIVE SURGICAL INC 865 2,150
30 SH - JD COM INC SPON ADR CL A 906 1,059
6 SH - JOHNSON & JOHNSON 771 902
21 SH - JPMORGAN CHASE & CO 2,053 5,164
10 SH - KEYENCE CORP 3,985 4,356
21 SH - LAM RESEARCH CORPORATION 980 1,517
89 SH - LONZA GROUP AG ZUERICH ADR 2,930 5,300
15 SH - LOWES COMPANIES INC 1,302 3,838
21 SH - MARATHON PETROLEUM CORP 1,162 2,949
35 SH - MASTERCARD INC CL A 10,783 18,459
55 SH - MEITUAN ADR 1,109 2,153
3 SH - MERCADOLIBRE INC 3,875 6,040
12 SH - META PLATFORMS INC CL A 1,992 7,445
40 SH - METLIFE INCORPORATED 1,741 3,318
62 SH - MICROSOFT CORP 9,262 26,215
12 SH - MINTH GROUP LTD 402 472
30 SH - MORGAN STANLEY 1,274 3,772
7 SH - MSCI INC COM 3,680 4,261
8 SH - NETFLIX INC 2,337 7,211
28 SH - NIKE INC B 2,186 2,161
163 SH - NOMURA RESH INST LTD ADR 4,372 4,832
6 SH - NORFOLK SOUTHERN CORP 1,109 1,533
45 SH - NOVARTIS AG ADR 3,620 4,383
113 SH - NOVO NORDISK A/S ADR 8,574 9,720
77 SH - NVIDIA CORPORATION 401 10,425
208 SH - PG&E CORP 2,150 4,197
27 SH - PHILIP MORRIS INTL INC 2,149 3,265
138 SH - PING AN INSURANCE ADR 1,164 1,636
50 SH - PT BK NEGARA INDONESIA UN ADR 763 687
23 SH - PUBLIC SERVICE ENTERPRISE GP 1,203 1,988
27 SH - QUALCOMM INC 1,868 4,226
13 SH - REINSURANCE GROUP OF AMERICA 1,428 2,904
4 SH - S&P GLOBAL INC COM 1,156 2,361
153 SH - SANOFI ADR 6,910 7,379
1693 SH - SCOR ADS 3,560 4,144
30 SH - SEALED AIR CP NEW 928 1,043
7 SH - SERVICENOW INC 4,290 8,228
44 SH - SHELL PLC ADR 2,338 2,769
6 SH - SHERWIN WILLIAMS COMPANY OHIO 1,671 2,120
95 SH - SIEMENS AKTIENGESELLSCHAFT 6,694 9,201
7 SH - SNOWFLAKE INC CL A 1,201 1,084
84 SH - SOUTHWEST AIRLINES 2,434 2,853
10 SH - STRYKER CORP 2,971 3,740
125 SH - TAIWAN SMCNDCTR MFG CO LTD ADR 7,800 24,686
108 SH - TECHNIPFMC LTD 646 3,126
58 SH - TECK RESOURCES LTD 1,922 2,361
59 SH - TELEPHONE AND DATA SYSTEMS INC 584 2,018
298 SH - TENCENT HLDGS LTD UNSPON ADR 12,255 15,848
63 SH - TERADATA CORP 1,761 1,989
8 SH - THERMO FISCHER SCIENTIFIC 3,510 4,439
24 SH - UNILEVER PLC 1,154 1,374
8 SH - UNITED PARCEL SER INC CL-B 1,033 1,108
3 SH - UNITED HEALTH GP INC 837 1,916
177 SH - VERIZON COMMUNICATIONS 5,924 7,078
22 SH - VISA INC CL A 2,773 6,998
29 SH - VOYA FINL INC 1,888 2,051
27 SH - WAL-MART DE MEXICO SA SPON ADR 980 733
175 SH - WEG S.A. SPONSORED ADR 972 1,495
106 SH - WELLS FARGO & CO NEW 2,772 7,445
61 SH - WILLIAMS CO INC 776 3,354
18 SH - WOLTERS KLUWER NV SPON ADR 1,191 3,052
18 SH - WORKDAY INC CL A 3,582 4,825
7 SH - ZOETIS INC CLASS-A 666 1,202
54 SH - ABBOTT LABORATORIES 5,666 6,148
20 SH - ADVANCED MICRO DEVIES 2,190 2,504
20 SH - AMERICAN TOWER CORP 4,009 3,791
12 SH - AMERICAN WATER WORKS CO 1,694 1,613
17 SH - ATMOS ENERGY CP 2,011 2,478
13 SH - AUTOMATIC DATA PROCESSING INC 3,528 3,947
74 SH - AVANTOR INC 1,690 1,569
5 SH - BECTON DICKINSON & CO 1,359 1,323
2 SH - BLACKROCK INC 1,911 2,476
12 SH - BOSTON SCIENTIFIC CORP 641 1,110
8 SH - BROADRIDGE FIN SOL.LLC 1,648 1,941
56 SH - BRUNELLO CUCINELLI S P A ADR 2,427 3,079
19 SH - CAPITECH BANK HOLLDINGS LTD ADR 865 1,601
6 SH - CASEY'S GENERAL STORES INC 1,728 2,526
42 SH - CIENA CORP NEW 1,858 3,604
10 SH - CINTAS CORP 1,516 1,992
126 SH - CNH INDL N V SHS 1,400 1,428
116 SH - DISCO CORP ADR 2,187 3,154
20 SH - DISCOVER FINCL SVCS 2,841 3,628
7 SH - ELI LILLY & CO 4,441 5,898
11 SH - EOG RESOURCES INC 1,391 1,441
22 SH - EXXON MOBIL CORP 2,260 2,453
29 SH - FASTENAL CO 1,855 2,113
17 SH - GALLAGHER ARTHUR J & CO 4,670 4,916
6 SH - HOME DEPOT INC 2,265 2,656
32 SH - HOYA CORP SPONS ADR 3,606 4,070
8 SH - ILL TOOL WORKS INC 2,024 2,054
88 SH - IMI PLC 1,818 2,007
8 SH - JACK HENRY & ASSOC INC 1,425 1,509
11 SH - KKR & CO INC CL A 843 1,663
28 SH - MC CORMICK AND CO NON VOTING 1,968 2,163
7 SH - MC DONALDS CORP 2,050 2,185
15 SH - MERCK & CO INC NEW COM 1,595 1,521
24 SH - NASDAQ INC COM 1,315 1,880
183 SH - NU HLDGS LTD ORD SHS CL A 1,798 1,896
1 SH - O'REILLY AUTOMOTIVE INC NEW 1,671 1,923
57 SH - PKO BANK POLSKI UNSPON ADR 822 833
4 SH -POOL CORP 1,612 1,550
48 SH - PUBLICIS GROUPE SA ADR 1,110 1,300
11 SH - REPUBLIC SERVICES INC 1,830 2,264
44 SH - RTX CORPORATION 3,015 5,146
112 SH - SCHIBSTED ADR 3,366 3,471
101 SH - SHOPIFY INC 6,686 10,739
6 SH - SNAP-ON INC 1,870 2,255
7 SH - STERIS PLC 1,449 1,478
68 SH - SUNCOR ENERGY INC 2,126 2,432
3 SH - SYNOPSYS INC 1,300 1,464
13 SH - TENET HEALTHCARE CORP COM NEW 1,004 1,683
8 SH - TESLA INC 1,991 3,569
19 SH - TEXAS INSTRUMENTS 3,355 3,578
11 SH - THE CIGNA GROUP 1,768 3,129
46 SH - TRACTOR SUPPLY CO 1,996 2,465
4 SH - WATSCO INC 1,859 2,129
22 SH - WEC ENERGY CROUP INC COM 1,844 2,069
48 SH - AIRBUS SE UNSPONSORED ADR 1,818 1,960
5 SH - ALNYLAM PHARMACEUTICALS INC 1,373 1,212
33 SH - AMPHENOL CORP NEW CL A 2,413 2,317
440 SH - BARCLAYS PLC ADR 5,219 5,848
43 SH - BBB FOODS INC CLASS A 898 1,216
27 SH - BNP PARIBAS SP ADR REPSTG 865 828
39 SH - BOEING CO 6,198 6,999
13 SH - BYD COMPANY LTD UNSPON ADR 967 944
23 SH - CARDINAL HEALTH INC 2,335 2,806
76 SH - CHINA MERCHANTS BK CO LTD UNSP 1,427 1,975
258 SH - COMPAGNIE FIN RICHEMONTAG ADR 3,687 3,926
26 SH - COSTAR GROUP INC 1,975 1,922
22 SH - CROWN CASTLE INC 2,130 2,011
148 SH - DAIMLER TRUCK HLDG AG ADR 2,975 2,824
5 SH - ECOLAB INC 1,378 1,307
13 SH - ELECTRONIC ARTS INC 1,895 2,013
7 SH - FISERV INC 1,570 1,589
14 SH - FLUTTER ENTERTAINMENT PLC 2,913 3,761
74 SH - FREEE K K COM STK 1,242 1,427
3 SH - GARTNER INC 1,747 1,816
10 SH - GE AEROSPACE NEW 1,540 1,763
26 SH - GSK PLC ADR 919 879
141 SH - HEIDELBERG MATERIALS AG ADR 3,109 3,484
157 SHH - HONG KONG EXCHANGES & CLEARING 6,065 5,958
10 SH - HOWMET AERORSPACE INC 1,199 1,110
129 SH - HSBC HOLDINGS PLC SPON ADR NEW 5,842 6,380
310 SH - HUGO BOSS AG SPON ADR 2,830 2,875
38 SH - ITOCHU CORP ADR 4,070 3,841
79 SH - JULIUS BAER GROUP LTD UN ADR 864 1,035
133 SH - KBC GROUP NV UNSPONS ADR 4,894 5,133
15 SH - KEYSIGHT TECHNOLOGIES INC 2,220 2,557
115 SH - KOMATSU LTD SPON ADR NEW 3,138 3,183
10 SH - LABCORP HOLDINGS INC 1,071 2,353
216 SH - LAND SECS GROUP PLC UNSP ADR 1,674 1,580
987 SH - M&G PLC 2,683 2,445
6 SH - MAKEMYTRIP LIMITED 742 785
38 SH - MERCEDES BENZ GROUP AG ADR 530 529
113 SH - MICHELIN COMPAGNIE GENERAL DE 1,947 1,860
342 SH - MITSUBISHI UFJ FINCL GRP ADS 3,313 4,008
5 SH - MOTOROLA SOLUTIONS INC 1,848 2,501
440 SH - MUENCHENER RUECK-UNSPONS ADR 4,603 4,439
52 SH - ORACLE CORP 8,008 8,732
11 SH - PAYCOM SOFTWARE INC 1,819 2,282
146 SH - PUMA SE UNSPONSORED ADR 590 671
92 SH - QINETIQ GRP PLC ADR UNSPONS 2,149 1,919
110 SH - REXEL SA ADR 3,097 2,802
5 SH - SANTEN PHARMACEUTICAL CO UNSP 54 51
40 SH - SEA LIMITED ADR 2,780 4,341
46 SH - SMITH & NEPHEW PLC ADR 1,144 1,131
159 SH - SMITHS GROUP PLC SPONSORED ADR 3,549 3,423
148 SH - SODEXO 2,599 2,438
6 SH - SPOTIFY TECHNOLOGY SA 1,774 2,758
13 SH - STANLEY BLACK & DECKER INC 1,191 1,121
281 SH - SUMITOMO MITSUI FINL GROUP INC 3,557 4,072
69 SH - SUZUKI MTR CORP ADR 2,745 3,152
11 SH - T-MOBILE US INC COM 1,951 2,622
33 SH - TAPESTRY INC 1,398 2,163
41 SH - TATE & LYLE PLC ADR 1,395 1,335
4 SH - TRANE TECHNOLOGIES PLC 1,222 1,667
18 SH - TRIP COM GROUP LTD ADR 988 1,301
4 SH - VULCAN MATERIALS CO 1,217 1,210
7 SH - WABTEC CORP 1,082 1,490
29 SH - WALMART INC 1,982 2,657
158 SH - WEIR GROUP PLC SPONSORED ADR 1,965 2,161
41 SH - WPP PLC SPON NEW ADR 2,012 2,149
0.6 SH - FAIR ISAAC & CO INC 870 1,238
122 SH - KION GROUP AG ADR 1,126 1,006
143 SH - STANDARD CHARTERED PLC 2,981 3,541

TY 2024 InvestmentsOtherSchedule2
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
497 SH - ISHARES MSCI EMERGING MKTS ETF AT COST 27,394 25,995
116 SH - ISHARES MSCI UNITED KINGDOM ET AT COST 3,838 3,932
1262 SH - AMG TIMESSQ MID CAP GW Z AT COST 18,535 21,556
2608 SH - ARTISAN MID CAP VALUE ADV AT COST 36,598 40,372
12368 SH - BLACKROCK LOW DUR BD INV INST AT COST 110,979 112,062
5791 SH - CALAMOS CONVERTIBLE FUND I AT COST 77,487 106,328
7450 SH - CALAMOS MARTKET NEUTRAL INC I AT COST 94,647 111,242
20081 SH - FEDERATED HRMS TTL RET BD IS AT COST 193,120 187,758
3980 SH - JPMORGAN HEDGED EQUITY I AT COST 74,951 131,831
635 SH - LM MARTIN CURRIE SMASH SER EM AT COST 5,551 5,549
11183 SH - LORD ABBETT ULTRA SHORT BD I AT COST 111,236 112,173
1102 SH - MATTHEW JAPAN INSTL AT COST 17,112 22,150
232 SH - NATIONWIDE GENEVA SMCP GW F AT COST 11,286 20,020
4559 SH - PIMCO STOCKSPLUS INTL I2 AT COST 32,208 37,620
1692 SH - VIRTUS KAR SM-CAP VALUE I AT COST 26,745 43,106
9 SH - ISHARES MSCI EAFE ETF AT COST 715 697
7 SH - ISHARES RUSSELL 1000 GRW ETF AT COST 3,224 3,072
45 SH - SPDR BLOOMBERG 1-3 MONTH T-B AT COST 4,169 4,169
3 SH - SPDR S&P 500 ETF TRUST AT COST 2,111 2,089
599 SH - VANGUARD FTSE EMERGING MARKETS AT COST 26,627 26,405
5 SH - VANGUARD INTL EQUITY INDEX FD AT COST 304 302
5 SH - VANGUARD S&P 500 ETF AT COST 3,303 3,188
14 SH - VANGUARD TOTAL INT STOCK ETF AT COST 850 847
469 SH - ISHARES CORE US AGGREGATE AT COST 45,957 45,473
151 SH - ISHARES MSCI ACWI EX US ETF AT COST 8,253 7,904
23 SH - ISHARES RUSSELL 1000 VALUE ETF AT COST 4,434 4,327
833 SH - JANUS HENDERSON B-BBB CLO ET AT COST 40,517 40,950
1251 SH - JANUS HENDERSON MORTG BACKED AT COST 57,796 55,269
1471 SH - SPDR PORTF SHORT TERM TREA ETF AT COST 43,087 42,674
661 SH - VANGUARD FTSE DEVELOPED MKTS E AT COST 32,995 31,627
10 SH - VANGUARD GROWTH ETF AT COST 4,366 4,309
29 SH - GQG PARTNERS EMRG MKTS EQ INS AT COST 499 482

TY 2024 LegalFeesSchedule
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY FEES 7,500 0   0


TY 2024 OtherAssetsSchedule
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST ON CORPORATE BONDS AND GOVERNMENT SECURITIES 1,061 0 0


TY 2024 OtherDecreasesSchedule
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Description Amount
INCOME RECEIVED IN 2024 BUT ALREADY RECORDED BY BROKER ON 2023 1099 230
OTHER ADJUSTMENTS 2,535


TY 2024 OtherIncomeSchedule2
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NONDIVIDEND DISTRIBUTIONS 1,191 1,191 1,191
OTHER INVESTMENT INCOME 194 194 194


TY 2024 OtherProfessionalFeesSchedule
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE FEES 39,972 39,972   0
INVESTMENT EXPENSES 232 232   0


TY 2024 TaxesSchedule
Name:
CLYDE T & JEAN O ADAMS CHARITABLE TRUST
 
% RYAN ADAMS
EIN:
83-2271332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,714 1,714   0
FEDERAL EXCISE TAXES 2,332 0   0