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
ADDISON GIBSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

25-0965379
B Telephone number (see instructions)

(412) 747-4857
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$69,199,372J 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... 1,257,369 1,251,317  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,158,405
b Gross sales price for all assets on line 6a 18,069,126
7 Capital gain net income (from Part IV, line 2)... 4,158,405
8 Net short-term capital gain......... 0
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
1,433,684 1,433,684  
12 Total. Add lines 1 through 11........ 6,849,458 6,843,406  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 199,385 66,462   132,923
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,051 0 0 13,051
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
526,894 449,602   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
243,561 4,596   238,965
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 982,891 520,660 0 384,939
25 Contributions, gifts, grants paid....... 3,522,566 3,522,566
26 Total expenses and disbursements. Add lines 24 and 25 4,505,457 520,660 0 3,907,505
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,344,001
b Net investment income (if negative, enter -0-) 6,322,746
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 898,334 1,541,815 1,541,815
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 6,738,046 Click to see attachment
List of Attached Documents:
// Content
8,210,656 		14,687,258
c Investments—corporate bonds (attach schedule).......      
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).......... 36,406,237 Click to see attachment
List of Attached Documents:
// Content
36,812,280 		42,974,854
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
1,966,429 		Click to see attachment
List of Attached Documents:
// Content
1,798,248 		Click to see attachment
List of Attached Documents:
// Content
9,995,445
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 46,009,046 48,362,999 69,199,372
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
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........ 46,009,046 48,362,999
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 46,009,046 48,362,999
30 Total liabilities and net assets/fund balances (see instructions). 46,009,046 48,362,999
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
46,009,046
2
Enter amount from Part I, line 27a .....................
2
2,344,001
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
15,612
4
Add lines 1, 2, and 3 ..........................
4
48,368,659
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,660
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
48,362,999
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 19. ABBVIE INC   2020-03-13 2024-01-03
b 10. THE CIGNA GROUP   2022-06-30 2024-01-03
c 28. CHEVRON CORPORATION   2018-06-28 2024-01-03
d 41. EXXON MOBIL CORP   2022-11-11 2024-01-03
e 5. ELI LILLY & CO   2018-10-15 2024-01-03
14. MARSH & MCLENNAN   2020-03-10 2024-01-03
11. MOTOROLA SOLUTIONS INC   2022-11-11 2024-01-03
85. ABBVIE INC   2017-06-20 2024-01-18
47. THE CIGNA GROUP   2021-06-22 2024-01-18
22. JOHNSON & JOHNSON   2023-10-11 2024-01-18
170. JOHNSON & JOHNSON   2021-06-22 2024-01-18
230. AMERICAN WATER WORKS CO INC   2015-12-17 2024-01-19
92. EXXON MOBIL CORP   2022-05-24 2024-01-19
186. TOTALENERGIES SE   2015-08-07 2024-01-19
198. ABBVIE INC   2020-02-21 2024-01-25
332. AMERICAN WATER WORKS CO INC   2016-03-09 2024-01-25
323. MERCK & CO INC   2022-05-11 2024-01-25
40. MERCK & CO INC   2021-01-07 2024-01-25
13. BUNGE GLOBAL SA   2021-02-23 2024-01-25
267. BUNGE GLOBAL SA   2021-02-23 2024-01-25
290. BUNGE GLOBAL SA   2021-02-22 2024-01-26
109. BUNGE GLOBAL SA   2021-02-22 2024-01-29
11. BROADCOM INC   2020-12-22 2024-02-15
8. ELI LILLY & CO   2018-10-15 2024-02-15
169. ABBVIE INC   2020-02-21 2024-02-29
39. ELI LILLY & CO   2018-09-18 2024-02-29
234. MERCK & CO INC   2019-10-24 2024-02-29
475. ZOETIS INC   2021-12-17 2024-02-29
5. BROADCOM INC   2020-06-16 2024-03-28
20. DEERE & CO   2023-05-15 2024-03-28
70. DEERE & CO   2021-03-01 2024-03-28
26. MCDONALD'S CORP   2022-06-27 2024-03-28
227. DEERE & CO   2021-01-13 2024-04-01
2038. INTERPUBLIC GROUP COMPANIES INC   2021-01-07 2024-04-01
165. COMCAST CORPORATION CL A   2023-08-17 2024-05-01
98. COMCAST CORPORATION CL A   2018-11-19 2024-05-01
267. INTERPUBLIC GROUP COMPANIES INC   2023-08-17 2024-05-01
69. INTERPUBLIC GROUP COMPANIES INC   2020-11-25 2024-05-01
24. MCDONALD'S CORP   2018-05-24 2024-05-01
91. MOTOROLA SOLUTIONS INC   2020-05-21 2024-05-01
10. ABBOTT LABORATORIES INC   2021-06-22 2024-06-13
5. APPLE INC   2020-06-16 2024-06-13
1. BLACKROCK INC EXCH 10/02/2024   2022-03-17 2024-06-13
1. CINTAS CORP   2023-03-08 2024-06-13
14. COCA COLA CO   2022-04-28 2024-06-13
8. EXTRA SPACE STORAGE INC   2021-12-13 2024-06-13
2. THE HERSHEY COMPANY   2022-09-01 2024-06-13
2. HOME DEPOT INC   2014-07-10 2024-06-13
5. HUBBELL INC   2020-09-03 2024-06-13
4. MICROSOFT CORP   2022-11-11 2024-06-13
1. MONDELEZ INTERNATIONAL   2021-04-30 2024-06-13
12. MORGAN STANLEY   2020-01-24 2024-06-13
4. NEXSTAR MEDIA GROUP INC   2022-05-24 2024-06-13
4. PACCAR INC   2023-06-22 2024-06-13
9. PHILIP MORRIS INTERNAT-W/I   2020-01-24 2024-06-13
1. SCHLUMBERGER LTD   2022-11-11 2024-06-13
14. SERVICE CORP INTERNATIONAL   2021-12-13 2024-06-13
2. TJX COMPANIES INC NEW   2023-02-08 2024-06-13
6. US BANCORP DEL   2022-03-17 2024-06-13
1. UNITED PARCEL SERVICE CL B   2023-06-22 2024-06-13
6. VERIZON COMMUNICATIONS INC   2013-11-20 2024-06-13
12. WEC ENERGY GROUP INC   2022-09-19 2024-06-13
3. ACCENTURE PLC CLASS A   2022-11-11 2024-06-13
59. ATMOS ENERGY CORP   2024-01-19 2024-06-21
709. INTERPUBLIC GROUP COMPANIES INC   2020-11-25 2024-06-21
119. INTERPUBLIC GROUP COMPANIES INC   2020-11-30 2024-06-21
14. ELI LILLY & CO   2018-10-15 2024-06-21
108. SNAP ON INC   2023-08-16 2024-06-21
39. CHEVRON CORPORATION   2018-06-28 2024-06-24
186. EXXON MOBIL CORP   2022-04-28 2024-06-24
706. TOTALENERGIES SE   2015-09-09 2024-06-24
24. TOTALENERGIES SE   2020-03-02 2024-06-24
15. AMERIPRISE FINANCIAL INC   2017-03-31 2024-06-25
200. BANK OF AMERICA CORP   2023-12-19 2024-06-25
11. BROADCOM INC   2020-06-16 2024-06-25
31. MARSH & MCLENNAN   2019-08-29 2024-06-25
110. MERCK & CO INC   2021-11-18 2024-07-17
12. AUTOZONE INC   2018-10-18 2024-08-15
1064. COMCAST CORPORATION CL A   2011-11-01 2024-08-15
267. COMCAST CORPORATION CL A   2011-11-01 2024-08-15
532. COMCAST CORPORATION CL A   2011-11-01 2024-08-15
47. ELI LILLY & CO   2018-09-18 2024-08-15
212. TJX COMPANIES INC NEW   2023-02-09 2024-08-15
179197.798 AMER CENT SM CAP VAL-Y   2010-07-28 2024-08-28
49901.206 HARDING LOEVNER INTERNATIONAL   2011-07-19 2024-08-28
9194.104 HARDING LOEVNER   2010-07-28 2024-08-28
11601. ISHARES RUSSELL MID-CAP VALUE   2021-12-21 2024-08-28
14943. ISHARES RUSSELL MID-CAP GROWTH   2021-05-21 2024-08-28
18000. ISHARES RUSSELL MID-CAP   2013-03-01 2024-08-28
4244. ISHARES RUSSELL 2000 GROWTH   2015-08-19 2024-08-28
7345.127 TRIBUTARY SMALL COMPANY FD INST   2016-11-18 2024-08-28
3000. VANGUARD FTSE EMERGING MARKETS   2013-03-01 2024-08-28
154219.03 WESTERN ASSET CORE PLUS   2018-03-28 2024-08-28
64. BROADCOM INC   2020-06-16 2024-08-29
11. ELI LILLY & CO   2018-10-15 2024-08-29
249. UNITED PARCEL SERVICE CL B   2020-10-29 2024-08-29
1199640.108 BLACKROCK LIQUIDITY FUND TEMPFUND   2022-12-12 2024-09-06
45. AIR PRODUCTS & CHEMICALS INC   2023-10-10 2024-09-19
85. AIR PRODUCTS & CHEMICALS INC   2024-08-30 2024-09-19
210. AIR PRODUCTS & CHEMICALS INC   2016-03-31 2024-09-19
204. AIR PRODUCTS & CHEMICALS INC   2022-10-26 2024-09-23
886. FOX CORP - CLASS A - W/I   2022-04-20 2024-09-23
886. SCHLUMBERGER LTD   2021-05-25 2024-09-23
116. APPLE INC   2010-05-07 2024-10-28
24. HOME DEPOT INC   2012-07-24 2024-10-28
23. MASTERCARD INC CL A   2021-11-22 2024-10-28
26. MICROSOFT CORP   2018-10-18 2024-10-28
1061. CSX CORP   2024-04-01 2024-10-29
1294. CSX CORP   2023-07-07 2024-10-29
1047. CSX CORP   2023-07-07 2024-10-29
546. CSX CORP   2023-11-28 2024-10-29
873. CSX CORP   2023-07-07 2024-10-29
199. CINTAS CORP   2019-06-28 2024-10-29
590. CELANESE CORP   2023-04-12 2024-11-06
50. CELANESE CORP   2023-04-12 2024-11-06
1582. SCHLUMBERGER LTD   2021-05-25 2024-11-06
174. CDW CORP/DE   2023-12-19 2024-11-19
58. CDW CORP/DE   2024-08-30 2024-11-19
603. CSX CORP   2023-11-27 2024-11-19
498. CSX CORP   2024-08-30 2024-11-19
859. CSX CORP   2023-07-10 2024-11-19
215. SCHLUMBERGER LTD   2024-08-30 2024-11-19
634. SCHLUMBERGER LTD   2022-11-11 2024-11-19
188. COCA COLA CO   2024-08-30 2024-11-20
591. COCA COLA CO   2022-04-28 2024-11-20
51. THE HERSHEY COMPANY   2024-08-30 2024-11-20
161. THE HERSHEY COMPANY   2021-05-13 2024-11-20
202. ABBVIE INC   2020-02-21 2024-11-22
505. BOSTON SCIENTIFIC CORP   2023-09-07 2024-11-22
350. BROADCOM INC   2019-03-25 2024-11-22
459. CDW CORP/DE   2019-10-24 2024-11-22
46. ELI LILLY & CO   2018-09-18 2024-11-22
101. STRYKER CORP   2019-10-24 2024-11-22
240. APPLE INC   2010-05-07 2024-11-25
144. MICROSOFT CORP   2018-10-18 2024-11-25
58. SERVICE NOW INC   2023-06-02 2024-11-25
315. TAIWAN SEMICONDUCTOR MTG CO   2021-01-07 2024-11-25
636.06 ISHARES S&P 500 INDEX FUND   2016-08-05 2024-12-12
66. HONEYWELL INTL INC   2024-08-30 2024-12-12
4558.716 T ROWE PR GROWTH STOCK-I   2022-12-12 2024-12-12
147. ABBOTT LABORATORIES INC   2021-02-10 2024-12-18
48. ABBVIE INC   2020-02-21 2024-12-18
289. ALPHABET INC/CA-CL A   2013-11-20 2024-12-18
204. AMAZON COM INC   2023-08-25 2024-12-18
266. APPLE INC   2010-05-07 2024-12-18
77. ATMOS ENERGY CORP   2024-01-26 2024-12-18
2. AUTOZONE INC   2018-10-18 2024-12-18
372. BANK OF AMERICA CORP   2023-11-28 2024-12-18
95. BLACKSTONE INC   2021-11-22 2024-12-18
16. BLACKROCK FUNDING INC/DE   2021-01-07 2024-12-18
118. BOSTON SCIENTIFIC CORP   2023-09-07 2024-12-18
157. BROADCOM INC   2019-03-25 2024-12-18
46. CADENCE DESIGN SYSTEMS INC   2023-06-02 2024-12-18
76. CHEVRON CORPORATION   2022-03-03 2024-12-18
63. CINTAS CORP   2019-06-28 2024-12-18
23. COSTCO WHOLESALE CORP   2018-09-18 2024-12-18
71. DISNEY WALT CO   2024-04-01 2024-12-18
65. EASTMAN CHEM CO   2024-09-26 2024-12-18
151. EXXON MOBIL CORP   2021-02-19 2024-12-18
72. META PLATFORMS INC   2023-10-03 2024-12-18
97. FOX CORP - CLASS A - W/I   2022-04-21 2024-12-18
38. HOME DEPOT INC   2012-07-24 2024-12-18
60. HONEYWELL INTL INC   2023-11-28 2024-12-18
25. HUBBELL INC   2024-02-29 2024-12-18
52. ILLINOIS TOOL WORKS INC   2024-04-01 2024-12-18
105. JPMORGAN CHASE & CO   2003-09-02 2024-12-18
205. LAM RESEARCH CORP   2020-02-21 2024-12-18
26. ELI LILLY & CO   2018-09-18 2024-12-18
36. MARRIOTT INTERNATIONAL INC   2024-01-25 2024-12-18
32. MASTERCARD INC CL A   2021-11-22 2024-12-18
30. MCDONALD'S CORP   2022-11-22 2024-12-18
113. MERCK & CO INC   2019-10-24 2024-12-18
161. MICROSOFT CORP   2018-10-18 2024-12-18
102. MORGAN STANLEY   2020-02-21 2024-12-18
29. MOTOROLA SOLUTIONS INC   2019-10-24 2024-12-18
445. NVIDIA CORP   2024-11-22 2024-12-18
70. PEPSICO INC   2023-09-06 2024-12-18
140. PHILIP MORRIS INTERNAT-W/I   2022-12-06 2024-12-18
81. PROCTER & GAMBLE CO   2022-12-06 2024-12-18
44. QUANTA SVCS INC   2021-01-07 2024-12-18
58. RAYMOND JAMES FINANCIAL INC   2024-10-30 2024-12-18
25. S&P GLOBAL INC   2016-07-15 2024-12-18
12. SERVICE NOW INC   2023-06-02 2024-12-18
23. SHERWIN-WILLIAMS CO   2024-11-06 2024-12-18
21. STRYKER CORP   2019-10-24 2024-12-18
81. TJX COMPANIES INC NEW   2023-02-09 2024-12-18
44. TAIWAN SEMICONDUCTOR MTG CO   2021-01-07 2024-12-18
23. TELEDYNE TECHNOLOGIES INC   2020-02-21 2024-12-18
7. TRANSDIGM GROUP INC   2024-10-30 2024-12-18
49. UNITEDHEALTH GROUP INC   2021-07-29 2024-12-18
72. VISA INC   2013-03-01 2024-12-18
86. WEC ENERGY GROUP INC   2010-05-07 2024-12-18
47. ACCENTURE PLC CLASS A   2019-06-28 2024-12-18
18. NEW LINDE PLC   2024-09-23 2024-12-18
42. CHUBB LTD   2023-05-16 2024-12-18
1. MCKESSON CORPORATION 58155Q103   2001-01-01 2024-12-19
127. BROADCOM INC   2024-08-30 2024-12-24
37. THE CIGNA GROUP   2024-08-30 2024-12-24
109. THE CIGNA GROUP   2021-06-22 2024-12-24
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 3,048   1,554 1,494
b 3,061   2,642 419
c 4,217   3,521 696
d 4,209   4,638 -429
e 3,067   555 2,512
2,679   1,440 1,239
3,433   2,848 585
13,774   6,436 7,338
14,187   11,894 2,293
3,529   3,465 64
27,269   28,318 -1,049
28,852   13,687 15,165
8,901   8,658 243
11,823   9,314 2,509
32,451   18,849 13,602
40,774   22,824 17,950
38,593   28,934 9,659
4,775   3,432 1,343
1,151   1,006 145
23,615   20,655 2,960
25,614   22,340 3,274
9,669   8,381 1,288
13,896   4,737 9,159
6,075   888 5,187
29,810   16,089 13,721
29,199   4,144 25,055
29,829   18,586 11,243
94,568   95,004 -436
6,612   1,550 5,062
8,213   7,447 766
28,747   25,155 3,592
7,346   6,433 913
91,989   68,619 23,370
66,206   49,874 16,332
6,332   7,688 -1,356
3,761   3,757 4
8,132   8,632 -500
2,101   1,588 513
6,530   5,164 1,366
30,820   17,526 13,294
1,033   1,114 -81
1,064   438 626
768   737 31
687   438 249
877   920 -43
1,271   1,704 -433
373   452 -79
693   159 534
1,910   736 1,174
1,765   972 793
66   61 5
1,142   654 488
613   675 -62
428   312 116
920   775 145
44   55 -11
1,017   959 58
215   161 54
237   337 -100
135   172 -37
238   305 -67
945   1,215 -270
851   868 -17
6,945   6,671 274
20,801   16,209 4,592
3,475   2,670 805
12,466   1,554 10,912
28,689   29,045 -356
6,143   4,904 1,239
20,936   16,930 4,006
47,402   31,840 15,562
1,609   1,052 557
6,578   1,954 4,624
7,910   6,690 1,220
17,505   3,409 14,096
6,630   3,181 3,449
13,845   10,373 3,472
38,120   8,560 29,560
41,631   12,287 29,344
10,469   3,083 7,386
20,840   6,144 14,696
43,638   4,994 38,644
23,486   17,213 6,273
2,001,639   1,798,865 202,774
1,391,745   823,287 568,458
391,853   421,801 -29,948
1,494,489   1,331,065 163,424
1,681,613   1,603,383 78,230
1,541,373   607,763 933,610
1,180,777   1,124,157 56,620
241,361   200,000 41,361
133,736   130,290 3,446
1,466,623   1,787,340 -320,717
10,297   1,983 8,314
10,458   1,221 9,237
31,785   41,018 -9,233
1,200,240   1,200,000 240
13,067   12,995 72
24,682   23,545 1,137
60,979   39,973 21,006
59,204   51,585 7,619
35,922   34,894 1,028
38,008   27,834 10,174
27,123   983 26,140
9,669   1,222 8,447
11,698   7,520 4,178
11,103   2,869 8,234
35,432   39,028 -3,596
43,212   43,362 -150
35,056   35,085 -29
18,332   17,496 836
29,311   29,254 57
41,525   11,754 29,771
54,454   65,042 -10,588
4,629   5,478 -849
67,107   49,693 17,414
30,383   39,750 -9,367
10,128   13,013 -2,885
20,926   21,535 -609
17,282   16,908 374
29,810   28,856 954
9,226   9,371 -145
27,206   34,625 -7,419
11,744   13,536 -1,792
36,918   38,146 -1,228
8,711   9,822 -1,111
27,499   29,649 -2,150
35,388   19,230 16,158
45,455   27,491 17,964
57,490   10,182 47,308
82,000   56,993 25,007
34,446   4,888 29,558
38,863   21,262 17,601
55,532   2,034 53,498
59,975   15,891 44,084
61,524   31,878 29,646
58,178   38,288 19,890
450,000   166,289 283,711
15,069   13,721 1,348
500,000   309,810 190,190
16,733   18,441 -1,708
8,436   4,570 3,866
56,547   22,625 33,922
47,143   26,913 20,230
67,424   2,254 65,170
10,914   8,799 2,115
6,626   1,427 5,199
16,871   10,979 5,892
17,323   13,462 3,861
16,856   11,996 4,860
10,618   6,424 4,194
36,814   4,567 32,247
14,366   10,639 3,727
11,175   11,825 -650
13,214   3,721 9,493
22,552   5,372 17,180
8,214   8,617 -403
6,127   7,342 -1,215
16,346   7,900 8,446
44,900   21,818 23,082
4,852   3,810 1,042
15,551   1,935 13,616
13,953   11,645 2,308
11,053   9,499 1,554
13,941   13,922 19
24,982   3,613 21,369
16,111   6,506 9,605
20,205   2,763 17,442
10,464   8,761 1,703
17,132   10,463 6,669
8,959   8,236 723
11,341   8,944 2,397
72,671   17,767 54,904
13,033   5,358 7,675
13,510   4,790 8,720
60,567   64,987 -4,420
10,827   12,223 -1,396
17,571   14,419 3,152
13,758   12,034 1,724
14,781   3,365 11,416
9,111   8,644 467
12,595   2,891 9,704
13,235   6,595 6,640
8,358   8,719 -361
7,720   4,421 3,299
10,046   6,577 3,469
9,012   5,348 3,664
10,774   8,924 1,850
8,899   9,358 -459
24,503   20,176 4,327
23,104   2,835 20,269
8,138   2,184 5,954
16,764   8,672 8,092
7,738   8,587 -849
11,612   8,399 3,213
568   1 567
30,260   20,540 9,720
10,287   13,388 -3,101
30,306   25,747 4,559
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
      694,940
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,494
b       419
c       696
d       -429
e       2,512
      1,239
      585
      7,338
      2,293
      64
      -1,049
      15,165
      243
      2,509
      13,602
      17,950
      9,659
      1,343
      145
      2,960
      3,274
      1,288
      9,159
      5,187
      13,721
      25,055
      11,243
      -436
      5,062
      766
      3,592
      913
      23,370
      16,332
      -1,356
      4
      -500
      513
      1,366
      13,294
      -81
      626
      31
      249
      -43
      -433
      -79
      534
      1,174
      793
      5
      488
      -62
      116
      145
      -11
      58
      54
      -100
      -37
      -67
      -270
      -17
      274
      4,592
      805
      10,912
      -356
      1,239
      4,006
      15,562
      557
      4,624
      1,220
      14,096
      3,449
      3,472
      29,560
      29,344
      7,386
      14,696
      38,644
      6,273
      202,774
      568,458
      -29,948
      163,424
      78,230
      933,610
      56,620
      41,361
      3,446
      -320,717
      8,314
      9,237
      -9,233
      240
      72
      1,137
      21,006
      7,619
      1,028
      10,174
      26,140
      8,447
      4,178
      8,234
      -3,596
      -150
      -29
      836
      57
      29,771
      -10,588
      -849
      17,414
      -9,367
      -2,885
      -609
      374
      954
      -145
      -7,419
      -1,792
      -1,228
      -1,111
      -2,150
      16,158
      17,964
      47,308
      25,007
      29,558
      17,601
      53,498
      44,084
      29,646
      19,890
      283,711
      1,348
      190,190
      -1,708
      3,866
      33,922
      20,230
      65,170
      2,115
      5,199
      5,892
      3,861
      4,860
      4,194
      32,247
      3,727
      -650
      9,493
      17,180
      -403
      -1,215
      8,446
      23,082
      1,042
      13,616
      2,308
      1,554
      19
      21,369
      9,605
      17,442
      1,703
      6,669
      723
      2,397
      54,904
      7,675
      8,720
      -4,420
      -1,396
      3,152
      1,724
      11,416
      467
      9,704
      6,640
      -361
      3,299
      3,469
      3,664
      1,850
      -459
      4,327
      20,269
      5,954
      8,092
      -849
      3,213
      567
      9,720
      -3,101
      4,559
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 4,158,405
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 87,886
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 87,886
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 87,886
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 71,752
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 58,834
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 130,586
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 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 42,693
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow42,693 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowPA
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 arrowSEE FOOTNOTE
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 747-4857

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PNC BANK NA CO-TRUSTEE
1 		132,923    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
JERRI A RYAN CO-TRUSTEE
1 		33,231    
301 GRANT ST 14TH FLR
PITTSBURGH,PA15219
JEFFREY J CONN CO-TRUSTEE
1 		33,231    
1448 PARAGON PL
PITTSVURGH,PA15241
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 arrow  
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
66,520,238
b
Average of monthly cash balances.......................
1b
2,154,329
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
68,674,567
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
68,674,567
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,030,119
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
67,644,448
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,382,222
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
3,382,222
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
87,886
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
87,886
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,294,336
4
Recoveries of amounts treated as qualifying distributions................
4
1,215
5
Add lines 3 and 4............................
5
3,295,551
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
3,295,551
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
3,907,505
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,907,505
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 3,295,551
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...... 1,283,630
b From 2020...... 2,467,660
c From 2021...... 1,204,360
d From 2022...... 2,027,770
e From 2023...... 874,540
f Total of lines 3a through e ........ 7,857,960
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,907,505
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..... 3,295,551
e Remaining amount distributed out of corpus 611,954
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 8,469,914
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) ... 		1,283,630
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		7,186,284
10 Analysis of line 9:
a Excess from 2020.... 2,467,660
b Excess from 2021.... 1,204,360
c Excess from 2022.... 2,027,770
d Excess from 2023.... 874,540
e Excess from 2024.... 611,954
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 e-mail address of the person to whom applications should be addressed:
ADDISON H GIBSON FDN ATTN REBECCA
ONE PPG PL STE 2230
PITTSBURGH,PA152225401
(412) 261-1611
bThe form in which applications should be submitted and information and materials they should include:
CONTACT FOUNDATION OFFICE FOR DETAILS OF MEDICAL OR EDUCATIONAL FINANCIAL ASSISTANCE.
cAny submission deadlines:
CONTACT FOUNDATION OFFICE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
EDUCATIONAL AWARDS ARE LIMITED TO WESTERN PENNSYLVANIA RESIDENTS CURRENTLY ENROLLED FULL-TIME AT AN ACCREDITED COLLEGE OR UNIVERSITY.
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

UNIVERSITY OF PITTSBURGH

3501 TERRACE STREET
PITTSBURGH,PA15213 		NONE PC GENERAL SUPPORT 518

UPMC EAST

2775 MOSSIDE BLVD
Monroeville,PW15146 		NONE PC GENERAL SUPPORT 40,000

UPMC Presbyterian Shadyside

5230 CENTRE AVE
Pittsburgh,PA15213 		NONE PC GENERAL SUPPORT 155,000

UPMC MERCY

1400 LOCUST ST
Pittsburgh,PA15219 		NONE PC GENERAL SUPPORT 70,000

Allegheny Health Network

118 NATURE PARK ROAD
Greensburg,PA15601 		NONE PC GENERAL SUPPORT 500,000

PENN HIGLAND HEALTHCARE

100 HOSPITAL AVE
DuBois,PA15801 		NONE PC GENERAL SUPPORT 100,000

BUTLER HEALTH SYSTEM FOUNDATION

1 HOSPITAL DRIVE
Clarion,PA16214 		NONE PC GENERAL SUPPORT 90,000

NORTHWEST HOSPITAL FOUNDATION

100 FAIRFIELD DRIVE
Seneca,PA16346 		NONE PC GENERAL SUPPORT 25,000

HAMOT HEALTH FOUNDATION

302 FRENCH ST
Erie,PA16507 		NONE PC GENERAL SUPPORT 60,000

Latrobe Area Hospital

1MELLON WAY
Latrobe,PA15650 		NONE PC GENERAL SUPPORT 42,500

UPMC MCKEESPORT

1500 5TH AVE
McKeesport,PA15132 		NONE PC GENERAL SUPPORT 40,000

WESTMINSTER COLLEGE

319 S MARKET ST
New Wilmington,PA16170 		NONE PC GENERAL SUPPORT 200,000

Pennsylvania State University

201 OLD MAIN
University Park,PA16801 		NONE PC GENERAL SUPPORT 135,000

Westmoreland Hospital

532 W PITTSBURGH ST
Greensburg,PA15601 		NONE PC GENERAL SUPPORT 110,000

Eye & Ear Foundation of Pittsburgh

203 LOTHROP ST
Pittsburgh,PA15213 		NONE PC GENERAL SUPPORT 100,000

ALLEGHENY COLLEGE

520 N MAIN STREET
Meadville,PA16335 		NONE PC GENERAL SUPPORT 200,000

Mercyhurst University

501 E 38TH ST
Erie,PA16546 		NONE PC GENERAL SUPPORT 151,024

Washington & Jefferson College

60 S LINCOLN ST
Washington,PA15301 		NONE PC GENERAL SUPPORT 150,000

Clarion Hospital Foundation

1 HOSPITAL DRIVE
Pittsburgh,PA15212 		NONE PC GENERAL SUPPORT 42,500

Highlands Hospital Foundation

401 E MURPHY AVE
Connellsville,PA15425 		NONE PC GENERAL SUPPORT 100,000

WAYNESBURG UNIVERSITY

51 W COLLEGE ST
Waynesburg,PA15370 		NONE PC GENERAL SUPPORT 150,000

UNIVERSITY OF PITTSBURGH AT GREENBURG

150 FINOLI DR
Greensburg,PA15601 		NONE PC GENERAL SUPPORT 150,000

CHILDRENS INSTITUTE OF PITTSBURGH

1405 SHADY AVE
PITTSBURGH,PA15217 		NONE PC GENERAL OPERATING 76,024

MONONGAHELA VALLEY HOSPITAL INC

1163 COUNTRY CLUB RD
MONONGAHELA,PA150631013 		NONE PC MEDICAL BLOCK GRANT 100,000

SETON HILL UNIVERSITY

1 SETON HILL DR
GREENSBURG,PA156011555 		NONE PC EDUCATION BLOCK GRANT 150,000

Duquesne University of the Holy Spirit

600 FORBES AVENUE
Pittsburgh,PA15282 		NONE PC EDUCATION BLOCK GRANT 200,000

Robert Morris University

6001 UNIVERSITY BLVD
MOON TOWNSHIP,PA151082574 		NONE PC EDUCATION BLOCK GRANT 150,000

MAGEE-WOMENS RESEARCH INSTITUTE
AND FOUNDATION
3339 WARD ST
PITTSBURGH,PA152134430 		NONE PC GENERAL SUPPORT 60,000

UPMC WASHINGTON

155 WILSON AVE
WASHINGTON,PA15301 		NONE PC GENERAL OPERATING 50,000

CARLOW UNIVERSITY

3333 FIFTH AVE
PITTSBURGH,PA15213 		NONE PC GENERAL SUPPORT 125,000
Total .................................right arrow 3a 3,522,566
bApproved for future payment
Total ................................. right arrow 3b  
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 1,257,369  
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 4,158,405  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 840  
bSECTION 897 CAPITA     1 89  
cSTUDENT LOAN INTER     14   15,041
dROYALTY INCOME     14 1,417,714  
e
12 Subtotal. Add columns (b), (d), and (e) ..   6,834,417 15,041
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,849,458
(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.)
11 STUDENT LOAN REPAYMENTS
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 InvestmentsCorpStockSchedule
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Name of Stock End of Year Book Value End of Year Fair Market Value
125523100 THE CIGNA GROUP    
166764100 CHEVRON CORPORATION 164,546 175,112
172908105 CINTAS CORP 96,448 208,643
437076102 HOME DEPOT INC 43,220 227,170
443510607 HUBBELL INC 144,864 200,229
460690100 INTERPUBLIC GROUP CO    
478160104 JOHNSON & JOHNSON 42,932 48,303
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 70,733 321,152
571748102 MARSH & MCLENNAN COM 44,139 72,219
580135101 MCDONALD'S CORP 135,437 169,296
594918104 MICROSOFT CORP 114,830 878,828
609207105 MONDELEZ INTERNATION 35,713 33,747
617446448 MORGAN STANLEY 98,181 211,461
620076307 MOTOROLA SOLUTIONS I 70,854 178,883
631103108 NASDAQ INC    
713448108 PEPSICO INC 166,181 160,575
718172109 PHILIP MORRIS INTERN 201,375 235,044
742718109 PROCTER & GAMBLE CO 159,308 228,675
863667101 STRYKER CORP 92,595 128,538
879360105 TELEDYNE TECHNOLOGIE 56,648 67,763
902973304 US BANCORP DEL COM N 45,986 48,021
911312106 UNITED PARCEL SERVIC    
89151E109 TOTALENERGIES SE    
00287Y109 ABBVIE INC 86,413 157,442
02079K305 ALPHABET INC/CA-CL A 45,249 547,645
03076C106 AMERIPRISE FINANCIAL 41,473 103,824
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 74,706 544,824
12514G108 CDW CORP/DE    
20030N101 COMCAST CORPORATION 42,514 42,071
22160K105 COSTCO WHOLESALE COR 87,866 218,072
30225T102 EXTRA SPACE STORAGE 38,591 55,651
30303M102 META PLATFORMS INC 120,533 423,909
46625H100 JPMORGAN CHASE & CO 132,744 459,284
58933Y105 MERCK & CO INC 166,713 212,390
65339F101 NEXTERA ENERGY INC 42,512 73,411
78409V104 S&P GLOBAL INC 28,681 123,511
91324P102 UNITEDHEALTH GROUP I 149,246 299,469
92343V104 VERIZON COMMUNICATIO 21,333 17,956
92826C839 VISA INC CLASS A SHA 60,292 217,752
92939U106 WEC ENERGY GROUP INC 63,705 104,384
G1151C101 ACCENTURE PLC CLASS 117,007 194,188
002824100 ABBOTT LABORATORIES 179,090 200,657
009158106 AIR PRODUCTS & CHEMI    
023135106 AMAZON COM INC 225,227 537,725
030420103 AMERICAN WATER WORKS    
037833100 APPLE INC 59,582 842,663
053332102 AUTOZONE INC 22,114 99,262
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP 182,496 284,840
09260D107 BLACKSTONE INC 105,519 126,729
244199105 DEERE & CO    
277432100 EASTMAN CHEM CO 157,964 136,615
30231G102 EXXON MOBIL CORP 167,292 267,742
38141G104 GOLDMAN SACHS GROUP    
427866108 THE HERSHEY COMPANY    
57636Q104 MASTERCARD INC CL A 125,879 202,729
701094104 PARKER HANNIFIN CORP 51,611 83,956
74762E102 QUANTA SVCS INC 34,190 141,274
806857108 SCHLUMBERGER LTD SED    
817565104 SERVICE CORP INTERNA 56,806 63,776
874039100 TAIWAN SEMICONDUCTOR 114,871 175,174
907818108 UNION PACIFIC CORP    
98978V103 ZOETIS INC    
G16962105 BUNGE LIMITED    
G1890L107 CAPRI HLDGS LTD SEDO    
025537101 AMERICAN ELECTRIC PO    
191216100 COCA COLA CO    
35137L105 FOX CORP - CLASS A - 43,459 54,118
65336K103 NEXSTAR MEDIA GROUP 51,223 48,023
94106L109 WASTE MANAGEMENT INC    
H1467J104 CHUBB LTD SEDOL B3BQ 158,737 212,475
031162100 AMGEN INC 61,981 56,820
101137107 BOSTON SCIENTIFIC CO 74,408 123,172
12572Q105 CME GROUP INC A DERI 54,692 58,754
126408103 CSX CORP    
127387108 CADENCE DESIGN SYSTE 81,519 119,283
150870103 CELANESE CORP    
438516106 HONEYWELL INTL INC 159,387 192,458
452308109 ILLINOIS TOOL WORKS 197,468 201,834
693718108 PACCAR INC 55,345 72,502
74340W103 PROLOGIS INC 37,678 32,450
816851109 SEMPRA 50,391 59,474
81762P102 SERVICE NOW INC 75,847 146,297
828806109 SIMON PROPERTY GROUP 74,143 90,755
833034101 SNAP ON INC    
872540109 TJX COMPANIES INC NE 129,482 181,336
89417E109 THE TRAVELERS COS IN 52,476 61,668
G8994E103 TRANE TECHNOLOGIES P 39,836 66,114
H11356104 BUNGE GLOBAL SA SEDO    
025816109 AMERICAN EXPRESS CO 44,151 65,887
049560105 ATMOS ENERGY CORP 128,727 156,261
09290D101 BLACKROCK FUNDING IN 145,510 202,972
149123101 CATERPILLAR INC 44,757 48,610
20825C104 CONOCOPHILLIPS 66,503 57,816
254687106 DISNEY WALT CO 148,762 144,644
512807306 LAM RESEARCH CORP 46,808 106,539
571903202 MARRIOTT INTERNATION 87,322 100,418
67066G104 NVIDIA CORP 697,035 695,085
754730109 RAYMOND JAMES FINANC 159,319 161,233
75513E101 RTX CORPORATION 63,752 61,910
780259305 SHELL PLC-W/I-ADR SE 49,313 43,354
824348106 SHERWIN-WILLIAMS CO 100,460 90,081
893641100 TRANSDIGM GROUP INC 110,925 105,184
G29183103 EATON CORP PLC SEDOL 47,938 52,435
G51502105 JOHNSON CTLS INTL PL 44,718 51,068
G54950103 NEW LINDE PLC SEDOL 199,693 176,260
G5960L103 MEDTRONIC PLC SEDOL 40,682 37,384

TY 2024 InvestmentsOtherSchedule2
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 1,952,976 1,723,738
412295107 HARDING LOEVNER INTE      
412295305 HARDING LOEVNER EMER      
464287473 ISHARES RUSSELL MID- AT COST 1,012,150 1,426,232
464287481 ISHARES RUSSELL MID- AT COST 1,028,668 1,721,012
464287499 ISHARES RUSSELL MID-      
464287648 ISHARES RUSSELL 2000      
464287655 ISHARES RUSSELL 2000 AT COST 1,346,094 1,448,835
464288273 ISHARES MSCI EAFE SM AT COST 1,594,203 1,391,904
921937603 VANGUARD TOTAL BD MK AT COST 2,622,675 2,400,903
921939203 VANGUARD INTERNATION AT COST 955,000 1,033,135
922042858 VANGUARD FTSE EMERGI      
02508F745 AMER CENT SM CAP VAL      
09260B382 BLACKROCK STRATEGIC AT COST 1,231,616 1,149,615
46434G103 ISHARES CORE MSCI EM AT COST 1,551,508 1,326,179
74256W584 PRINCIPAL MIDCAP FUN AT COST 615,000 1,186,955
89609H704 TRIBUTARY SMALL COMP      
057071854 BAIRD AGGREGATE BOND AT COST 3,550,000 3,208,443
066922204 ISHARES S&P 500 INDE AT COST 2,295,525 6,249,160
741479406 T ROWE PR GROWTH STO AT COST 2,454,261 4,448,096
779562206 T ROWE PR NEW HORIZO AT COST 1,040,942 944,081
957663669 WESTERN ASSET CORE P      
09248U619 BLACKROCK TEMP INV F      
46434V456 ISHARES MSCI INTL QU AT COST 1,019,587 1,058,440
97717X669 WISDOMTREE U.S. QUAL AT COST 1,719,501 2,044,535
00171A852 AMG RR SM CAP VAL-I AT COST 900,000 903,913
00770X675 PZENA EMERG MKTS VAL AT COST 1,400,000 1,277,419
09252M883 BLACKROCK TOTAL RETU AT COST 2,668,165 2,613,322
317609295 SEAFARER OVERSEAS GR AT COST 1,400,000 1,272,926
461418444 WCM FOCUSED INTL GRO AT COST 1,400,000 1,148,718
46429B267 ISHARES U S TREASURY AT COST 1,351,128 1,329,462
46429B697 ISHARES MSCI USA MIN AT COST 1,703,281 1,667,831

TY 2024 LegalFeesSchedule
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 13,051     13,051


TY 2024 OtherAssetsSchedule
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX 50% INT IN 640 ACRES 16,000 16,000 300,000
XXX-XX-XXXX 50% INT. IN 640 ACRE 16,000 16,000 300,000
XXX-XX-XXXX 50% INT. IN 640 ACRE 14,400 14,400 300,000
XXX-XX-XXXX 50% INT. IN 640 ACRE 14,400 14,400 300,000
XXX-XX-XXXX STUDENTS LOANS PARTI 1,905,129 1,736,948 1,736,948
XXX-XX-XXXX 1/4 RI IN 640 A S268 100 100 824,936
XXX-XX-XXXX 1/4 RI IN 640 A S280 100 100 1,587,627
XXX-XX-XXXX 1/2 INT IN 1/8 OF 7/ 100 100 100
XXX-XX-XXXX 1/2 RI IN 640 A, SEC 100 100 682,531
XXX-XX-XXXX 1/2 RI IN 640 A, SEC 100 100 3,963,303


TY 2024 OtherDecreasesSchedule
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Description Amount
ROC ON CY SALES 4,263
WASH SALE ADJ 1,397


TY 2024 OtherExpensesSchedule
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER CHARITABLE MISC EXPENSE 23,950 0   23,950
GRANTMAKING FEES 215,015 0   215,015
LIABILITY INSURANCE FEES 4,547 4,547   0
ADR SERVICE FEES 24 24   0
CLASS ACTION FILING FEES 25 25   0


TY 2024 OtherIncomeSchedule2
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 840 840  
SECTION 897 CAPITAL GAIN 89 89  
STUDENT LOAN INTEREST RECEIVED 15,041 15,041  
ROYALTY INCOME 1,417,714 1,417,714  


TY 2024 OtherIncreasesSchedule
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Description Amount
MUTUAL FUND TIMING ADJ 12,951
RECOVERY OF PY GRANTS 1,215
COST BASIS ADJ 1,446


TY 2024 TaxesSchedule
Name:
ADDISON GIBSON FOUNDATION
EIN:
25-0965379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,130 2,130   0
FEDERAL TAX PAYMENT - PRIOR YE 30,281 0   0
FEDERAL ESTIMATES - PRINCIPAL 47,011 0   0
FOREIGN TAXES ON Q DIVS 13,159 13,159   0
FOREIGN TAXES ON NQ DIVS 7,033 7,033   0
REAL ESTATE TAXES PAID 9,164 9,164   0
MINERAL INT-PRODUCTION TAX 418,116 418,116   0