Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
E REGINALD ADAM AND RHEA H ADAM TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 185
  Room/suite
City or town
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
152300185
A Employer identification number

13-6192599
B Telephone number (see instructions)

2129228065
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$11,026,872J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 244,795 244,795  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 337,574
b Gross sales price for all assets on line 6a 4,138,725
7 Capital gain net income (from Part IV, line 2)... 337,574
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).......      
12 Total. Add lines 1 through 11........ 582,369 582,369  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 89,487 53,692   35,795
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
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
20,040 4,804   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
3 3    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 109,530 58,499 0 35,795
25 Contributions, gifts, grants paid....... 513,172 513,172
26 Total expenses and disbursements. Add lines 24 and 25 ................ 622,702 58,499 0 548,967
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,333
b Net investment income (if negative, enter -0-) 523,870
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 298,747 268,870 268,870
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,329,112 Click to see attachment
List of Attached Documents:
// Content
8,318,052 		10,758,002
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,627,859 8,586,922 11,026,872
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,627,859 8,586,922
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)..... 8,627,859 8,586,922
30 Total liabilities and net assets/fund balances (see instructions). 8,627,859 8,586,922
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
8,627,859
2
Enter amount from Part I, line 27a .....................
2
-40,333
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,248
4
Add lines 1, 2, and 3 ..........................
4
8,588,774
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,852
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,586,922
Form 990-PF (2025)
Form 990-PF (2025)
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 55000. AMERICAN EXPRESS CO 5.85% 11/05/27     2025-01-07
b 55000. AMERICAN HONDA FINAN 4.85% 10/23/31   2024-12-05 2025-01-07
c 215. ALLSTATE CORP   2022-11-15 2025-01-10
d 126. APPLIED MATERIALS INC   2024-03-20 2025-01-10
e 72. APPLIED MATERIALS INC   2023-09-25 2025-01-10
234. BIO-TECHNE CORP   2024-02-21 2025-01-10
240. E Q T CORP   2024-12-13 2025-01-10
120. HUBBELL INC COM     2025-01-10
480. NEWMONT CORPORATION   2023-12-14 2025-01-10
196. PINDUODUO INC-ADR   2024-10-31 2025-01-10
32. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-10
86. BIO-TECHNE CORP   2024-02-21 2025-01-13
13. ROPER TECHNOLOGIES INC   2024-02-21 2025-01-15
57. ROPER TECHNOLOGIES INC   2024-01-08 2025-01-15
148. BECTON DICKINSON AND COMPANY   2023-08-31 2025-01-29
116. BECTON DICKINSON AND COMPANY   2024-07-25 2025-02-06
72. BECTON DICKINSON AND COMPANY     2025-02-06
20000. WELLS FARGO & CO     2025-02-06
35000. WELLS FARGO & CO   2024-01-30 2025-02-06
57. CONSTELLATION ENERGY   2023-09-25 2025-02-21
80. GE VERNOVA LLC   2024-08-08 2025-03-10
55. APPLE INC     2025-03-12
221. CME GROUP INC     2025-03-12
190. CONOCOPHILLIPS   2024-03-20 2025-03-17
770. E Q T CORP     2025-03-17
610. UBER TECHNOLOGIES INC   2023-07-31 2025-03-17
306. SAREPTA THERAPEUTICS INC   2023-06-30 2025-03-20
10000. SUMITOMO MITSUI FINL 2.632% 7/14/26   2024-06-17 2025-03-24
50000. SUMITOMO MITSUI FINL 2.632% 7/14/26     2025-03-24
152. DIAMONDBACK ENERGY INC   2024-12-13 2025-04-03
5000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26   2024-06-21 2025-04-09
50000. BRISTOL-MYERS SQUIBB 3.2% 6/15/26     2025-04-09
580. US BANCORP DEL   2024-10-24 2025-04-10
5. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-04-14
7. HUBSPOT INC   2023-06-30 2025-04-14
380. PURE STORAGE INC - CLASS A   2025-01-10 2025-04-14
7604.564 BNY MELLON M/C MULTI-STRATEGY FUND     2025-04-15
180. SANOFI   2023-12-14 2025-04-15
19346.566 VIRTUS ALPHASIMPLEX MANAGED FUTURES     2025-04-15
430. SANOFI     2025-04-16
610. INGERSOLL RAND INC   2024-02-21 2025-04-25
240. CHEWY INC - CLASS A   2023-09-25 2025-04-29
51. LULULEMON ATHLETICA INC   2024-01-08 2025-04-29
10000. ROYAL BANK OF CANADA 4.65% 1/27/26   2024-06-17 2025-05-14
45000. ROYAL BANK OF CANADA 4.65% 1/27/26     2025-05-14
110. DEXCOM INC   2025-01-15 2025-05-23
12. ALPHABET INC/CA-CL A   2025-03-20 2025-05-29
142. ALPHABET INC/CA-CL A     2025-05-29
10000. TORONTO-DOMINION BAN 5.532% 7/17/26   2024-06-18 2025-06-03
45000. TORONTO-DOMINION BAN 5.532% 7/17/26     2025-06-03
202. CONOCOPHILLIPS   2024-08-01 2025-06-04
85. CONOCOPHILLIPS   2024-03-20 2025-06-04
164. HOWMET AEROSPACE INC   2024-04-09 2025-06-16
103. HOWMET AEROSPACE INC   2024-04-09 2025-06-17
218. ALPHABET INC/CA-CL A     2025-06-24
650. GENERAL MOTORS CO   2024-03-20 2025-06-30
215. 3M CO     2025-07-02
147. ALPHABET INC/CA-CL A     2025-07-14
55. AMAZON COM INC   2024-08-28 2025-07-14
64. AMAZON COM INC   2024-03-20 2025-07-14
8. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2025-07-14
14. HOWMET AEROSPACE INC   2024-04-09 2025-07-14
12. HUBSPOT INC   2023-06-30 2025-07-14
25. INTUITIVE SURGICAL INC   2024-06-12 2025-07-14
51. NVIDIA CORP   2023-04-14 2025-07-14
79. JOHNSON CTLS INTL PLC   2025-06-16 2025-07-14
167. JOHNSON CTLS INTL PLC   2024-04-09 2025-07-14
26. INTUITIVE SURGICAL INC     2025-07-21
195. ZOETIS INC     2025-07-21
.825 CHEVRON CORPORATION   2025-04-03 2025-07-28
300. METLIFE INC   2024-10-04 2025-07-30
390. BAXTER INTERNATIONAL INC   2024-09-13 2025-07-31
590. BAXTER INTERNATIONAL INC     2025-07-31
66. HOWMET AEROSPACE INC   2024-04-09 2025-07-31
190. BLOCK INC   2023-06-30 2025-08-06
55000. TRUIST FINANCIAL COR 6.047% 6/08/27     2025-08-06
30. GE VERNOVA LLC   2024-08-08 2025-08-11
10. SCHWAB CHARLES CORP NEW   2025-04-10 2025-08-15
543. JOHNSON CTLS INTL PLC   2024-04-09 2025-08-15
129. DANAHER CORP     2025-08-27
62. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
79. ALIGN TECHNOLOGY INC   2023-06-30 2025-09-03
220. DOMINION ENERGY INC   2024-04-09 2025-09-04
35. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-04
29. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-05
87. RENAISSANCERE HLDGS LTD   2023-12-14 2025-09-08
37. GE VERNOVA LLC   2024-08-08 2025-09-09
650. BRISTOL-MYERS SQUIBB CO   2024-09-13 2025-09-18
55000. COOPERATIEVE RABOBANK 3.75% 7/21/26     2025-09-18
60000. COMCAST CORP 3.15% 2/15/28     2025-09-26
330. DEXCOM INC   2025-01-15 2025-09-26
1746.77 BNYM GLOBAL STOCK-Y     2025-10-01
16076.901 BNYM GLOBAL STOCK-Y     2025-10-01
220. PHILIP MORRIS INTERNATIONAL   2024-06-24 2025-10-07
23. DANAHER CORP   2025-03-17 2025-10-08
184. DANAHER CORP     2025-10-08
1000. AT&T INC     2025-10-21
3. MICROSOFT CORPORATION   2023-07-31 2025-10-22
25. MONGODB INC   2024-11-26 2025-10-22
770. AT&T INC     2025-10-23
1065. KENVUE INC     2025-10-24
755. KENVUE INC   2024-03-20 2025-10-27
100. COMERICA INC     2025-10-30
133. INTERCONTINENTAL EXCHANGE INC   2025-03-12 2025-10-30
13747.014 BNY MELLON M/C MULTI-STRATEGY FUND   2024-12-12 2025-11-05
45517. BNY MELLON M/C MULTI-STRATEGY FUND     2025-11-05
55000. CREDIT SUISSE NEW YO 5.0% 7/09/27     2025-11-05
180. AMERICAN INTERNATIONAL GROUP   2025-01-10 2025-11-19
20. AMERICAN INTERNATIONAL GROUP   2020-08-07 2025-11-19
40. CUMMINS ENGINE INC     2025-11-19
16. IDEXX LABS INC   2025-07-21 2025-11-19
100. NEWMONT CORPORATION   2025-02-06 2025-11-19
96. ATLASSIAN CORP   2025-04-25 2025-11-21
140. BIONTECH SE-ADR   2025-04-14 2025-11-21
62. CARLISLE COMPANIES INC     2025-11-21
156. CHEVRON CORPORATION   2025-04-03 2025-11-21
270. CITIGROUP INC   2025-07-31 2025-11-21
91. MONGODB INC   2024-11-26 2025-11-21
210. NEWMONT CORPORATION   2025-02-06 2025-11-21
156. SHOPIFY INC-A W/I     2025-11-21
30. BLOCK INC   2025-10-22 2025-11-21
310. BLOCK INC   2023-06-30 2025-11-21
80. BIONTECH SE-ADR   2025-04-14 2025-11-24
41. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-04
72. ROYAL CARIBBEAN CRUISES LTD   2024-10-31 2025-12-05
24. LABCORP HOLDINGS INC   2024-07-25 2025-12-16
100. LABCORP HOLDINGS INC     2025-12-17
30. LABCORP HOLDINGS INC   2024-06-12 2025-12-18
.525 B N Y MLN ENHNC DVD AND IN ETF   2017-03-28 2025-12-22
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(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 56,621   56,480 141
b 53,413   54,860 -1,447
c 38,508   28,367 10,141
d 21,560   25,212 -3,652
e 12,320   9,807 2,513
17,183   16,675 508
11,789   10,914 875
50,576   49,167 1,409
18,733   19,824 -1,091
18,608   23,674 -5,066
16,130   17,495 -1,365
6,482   6,128 354
6,708   7,107 -399
29,410   29,901 -491
36,560   41,370 -4,810
26,256   27,155 -899
16,297   18,908 -2,611
19,527   19,278 249
34,172   33,844 328
16,216   6,357 9,859
21,652   14,073 7,579
11,916   12,343 -427
56,434   43,840 12,594
18,956   23,106 -4,150
39,537   29,849 9,688
44,757   30,078 14,679
22,643   35,044 -12,401
9,764   9,429 335
48,822   47,351 1,471
21,713   24,843 -3,130
4,931   4,809 122
49,314   48,285 1,029
21,579   28,078 -6,499
2,649   1,802 847
3,766   3,723 43
15,721   24,439 -8,718
100,000   123,727 -23,727
9,124   8,746 378
140,456   195,031 -54,575
21,950   20,671 1,279
45,701   54,012 -8,311
8,905   4,370 4,535
13,777   25,038 -11,261
9,999   9,890 109
44,997   44,632 365
9,267   8,922 345
2,060   1,952 108
24,374   18,594 5,780
10,114   10,025 89
45,512   45,293 219
17,412   21,903 -4,491
7,327   10,337 -3,010
28,148   10,810 17,338
17,742   6,789 10,953
36,517   24,949 11,568
31,916   27,412 4,504
33,115   22,410 10,705
26,635   15,434 11,201
12,399   9,408 2,991
14,428   11,276 3,152
3,818   2,884 934
2,569   923 1,646
6,505   6,383 122
12,983   10,661 2,322
8,406   1,359 7,047
8,390   8,238 152
17,736   10,918 6,818
13,454   10,773 2,681
28,792   35,074 -6,282
128   121 7
22,404   25,211 -2,807
8,828   15,559 -6,731
13,006   19,207 -6,201
11,526   4,350 7,176
14,452   12,562 1,890
55,659   55,294 365
19,523   5,277 14,246
965   738 227
56,341   35,500 20,841
26,416   29,495 -3,079
8,413   21,955 -13,542
10,471   27,975 -17,504
12,882   10,883 1,999
8,567   6,773 1,794
7,000   5,612 1,388
20,762   16,835 3,927
22,350   6,509 15,841
29,686   31,832 -2,146
54,753   52,863 1,890
59,112   56,596 2,516
22,118   26,765 -4,647
38,184   36,907 1,277
351,441   269,331 82,110
33,992   22,382 11,610
4,713   4,906 -193
37,705   40,944 -3,239
25,948   18,200 7,748
1,568   1,004 564
8,021   8,419 -398
18,911   13,613 5,298
15,940   21,658 -5,718
11,309   15,324 -4,015
7,755   6,802 953
19,969   22,502 -2,533
211,292   206,893 4,399
699,596   584,535 115,061
56,150   54,592 1,558
13,646   12,676 970
1,516   601 915
18,943   17,310 1,633
10,973   8,328 2,645
8,875   4,491 4,384
13,524   22,110 -8,586
13,507   14,242 -735
19,253   25,638 -6,385
23,394   22,859 535
26,223   25,638 585
28,881   30,646 -1,765
17,237   9,430 7,807
22,545   17,725 4,820
1,807   2,288 -481
18,674   20,496 -1,822
7,683   8,138 -455
10,626   8,497 2,129
18,616   14,921 3,695
6,196   5,068 1,128
25,685   20,162 5,523
7,578   5,961 1,617
14   20 -6
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
      79,722
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       141
b       -1,447
c       10,141
d       -3,652
e       2,513
      508
      875
      1,409
      -1,091
      -5,066
      -1,365
      354
      -399
      -491
      -4,810
      -899
      -2,611
      249
      328
      9,859
      7,579
      -427
      12,594
      -4,150
      9,688
      14,679
      -12,401
      335
      1,471
      -3,130
      122
      1,029
      -6,499
      847
      43
      -8,718
      -23,727
      378
      -54,575
      1,279
      -8,311
      4,535
      -11,261
      109
      365
      345
      108
      5,780
      89
      219
      -4,491
      -3,010
      17,338
      10,953
      11,568
      4,504
      10,705
      11,201
      2,991
      3,152
      934
      1,646
      122
      2,322
      7,047
      152
      6,818
      2,681
      -6,282
      7
      -2,807
      -6,731
      -6,201
      7,176
      1,890
      365
      14,246
      227
      20,841
      -3,079
      -13,542
      -17,504
      1,999
      1,794
      1,388
      3,927
      15,841
      -2,146
      1,890
      2,516
      -4,647
      1,277
      82,110
      11,610
      -193
      -3,239
      7,748
      564
      -398
      5,298
      -5,718
      -4,015
      953
      -2,533
      4,399
      115,061
      1,558
      970
      915
      1,633
      2,645
      4,384
      -8,586
      -735
      -6,385
      535
      585
      -1,765
      7,807
      4,820
      -481
      -1,822
      -455
      2,129
      3,695
      1,128
      5,523
      1,617
      -6
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 337,574
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 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 7,282
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,282
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,282
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,796
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,796
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 5,514
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,642 Refunded 11 1,872
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofBNY MELLON NA Telephone no. (212) 922-8065

Located atPO BOX 185PITTSBURGHPA ZIP+4152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
BNY MELLON N A TRUSTEE
1 		89,487    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
10,275,975
b
Average of monthly cash balances.......................
1b
121,878
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,397,853
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
10,397,853
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
155,968
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,241,885
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
512,094
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
512,094
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,282
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,282
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
504,812
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
504,812
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
504,812
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, line 26, column (d) ..........
1a
548,967
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
548,967
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 504,812
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 49,913
b From 2021...... 14,505
c From 2022...... 138,875
d From 2023...... 30,890
e From 2024...... 20,752
f Total of lines 3a through e ........ 254,935
4Qualifying distributions for 2025 from Part
XI, line 4: $ 548,967
a Applied to 2024, 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 2025 distributable amount..... 504,812
e Remaining amount distributed out of corpus 44,155
5 Excess distributions carryover applied to 2025. 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 5 299,090
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		49,913
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		249,177
10 Analysis of line 9:
a Excess from 2021 .... 14,505
b Excess from 2022 .... 138,875
c Excess from 2023 .... 30,890
d Excess from 2024 .... 20,752
e Excess from 2025 .... 44,155
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

E REGINALD AND RHEA ADAM TRUST

200 PARK AVENUE 56TH FLOOR
NEW YORK,NY10166 		NONE   GENERAL OPERATING 2,300

AKRON CHILDRENS HOSPITAL FOUNDATION

1 PERKINS SQ
AKRON,OH443081063 		NONE   GENERAL OPERATING 500

AKRON COMMUNITY FOUNDATION

345 W CEDAR ST
AKRON,OH443072407 		NONE   GENERAL OPERATING 510,372
Total ................................. 3a 513,172
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 244,795  
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 ............ 		    18 337,574  
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) ..   582,369  
13Total. Add line 12, columns (b), (d), and (e)..................
13
582,369
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
E REGINALD ADAM AND RHEA H ADAM TRUST
EIN:
13-6192599
Statement:
NO STATE FILING REQUIRED

TY 2025 InvestmentsOtherSchedule2
Name:
E REGINALD ADAM AND RHEA H ADAM TRUST
EIN:
13-6192599
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
05569M509 BNY MELLON MID CAP S      
05569M871 BNY MELLON INTERNATI AT COST 200,000 289,465
594918104 MICROSOFT CORPORATIO AT COST 111,424 389,798
46625H100 J P MORGAN CHASE & C AT COST 33,486 108,910
026874784 AMERICAN INTERNATION AT COST 7,796 25,665
05569M855 BNY MELLON EMERGING AT COST 232,111 284,321
060505104 BANK OF AMERICA CORP AT COST 61,242 89,100
037833100 APPLE INC AT COST 107,976 316,989
023135106 AMAZON COM INC AT COST 91,797 263,827
05569M301 BNY MELLON INCOME ST      
91324P102 UNITED HEALTH GROUP AT COST 25,513 41,264
929089100 VOYA FINANCIAL INC AT COST 30,746 43,204
02079K305 ALPHABET INC/CA-CL A AT COST 49,711 338,666
05588F709 BNY MELLON DEVELOPED AT COST 157,458 154,857
05588E850 BNY MELLON HIGH YIEL AT COST 60,000 60,000
12572Q105 CME GROUP INC AT COST 22,875 35,227
05587K840 BNYM GLOBAL STOCK-Y      
05587K857 BNYM INTL STCK-Y AT COST 100,000 134,750
05588D753 BNY MELLON INTL EQTY AT COST 187,345 162,436
05589K400 BNYM FLTNG RT INC-Y AT COST 140,000 136,588
G8994E103 TRANE TECHNOLOGIES P AT COST 2,572 40,477
00206R102 AT&T INC AT COST 17,300 26,082
020002101 ALLSTATE CORP COM      
517834107 LAS VEGAS SANDS CORP AT COST 28,086 52,723
016255101 ALIGN TECHNOLOGY INC      
038222105 APPLIED MATERIALS IN AT COST 21,248 40,090
04621X108 ASSURANT INC AT COST 55,178 62,380
075887109 BECTON DICKINSON AND      
084670702 BERKSHIRE HATHAWAY I AT COST 86,067 125,160
16679L109 CHEWY INC - CLASS A AT COST 18,876 34,372
17275R102 CISCO SYSTEMS INC AT COST 64,657 97,058
21037T109 CONSTELLATION ENERGY AT COST 17,845 56,523
22160N109 COSTAR GROUP INC AT COST 40,151 32,948
235851102 DANAHER CORP COMMON      
25746U109 DOMINION ENERGY INC AT COST 35,975 43,357
35671D857 FREEPORT-MCMORAN INC AT COST 48,644 55,361
443573100 HUBSPOT INC AT COST 38,827 29,295
452327109 ILLUMINA INC AT COST 36,856 33,315
46120E602 INTUITIVE SURGICAL I AT COST 20,198 30,583
56585A102 MARATHON PETROLEUM C AT COST 22,482 24,557
64110L106 NETFLIX COM INC AT COST 22,982 43,130
651639106 NEWMONT CORPORATION AT COST 17,962 39,940
67066G104 NVIDIA CORP AT COST 69,758 524,065
759916109 REPLIGEN CORP AT COST 31,650 33,100
80105N105 SANOFI-SYNTHELABO      
803607100 SAREPTA THERAPEUTICS      
852234103 BLOCK INC      
90353T100 UBER TECHNOLOGIES IN      
92338C103 VERALTO CORP-W/I AT COST 36,372 43,305
92835M422 VIRTUS ALPHASIMPLEX      
G25508105 CRH PLC AT COST 24,353 53,664
G7496G103 RENAISSANCERE HLDGS      
00206RGL0 A T & T INC AT COST 53,416 55,024
025816DB2 AMERICAN EXPRESS CO      
02665WFU0 AMERICAN HONDA FINAN      
031100100 AMETEK INC NEW AT COST 47,934 55,639
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 55,060 56,109
05964HBA2 BANCO SANTANDER SA AT COST 54,823 55,920
06051GKP3 BANK OF AMERICA CORP AT COST 53,500 55,219
06368LGV2 BANK OF MONTREAL AT COST 55,343 56,393
06738ECP8 BARCLAYS PLC AT COST 55,085 55,980
071813109 BAXTER INTL INC COM      
09073M104 BIO-TECHNE CORP      
10373QAE0 B P CAP MARKETS AMER AT COST 53,993 55,353
110122108 BRISTOL-MYERS SQUIBB AT COST 28,187 28,049
110122CN6 BRISTOL-MYERS SQUIBB      
13607HR61 CANADIAN IMPERIAL BA AT COST 52,755 54,721
17275RBT8 CISCO SYSTEMS INC AT COST 54,865 56,598
172967NU1 CITIGROUP INC AT COST 53,220 55,659
20030NCA7 COMCAST CORP      
20825C104 CONOCOPHILLIPS      
21684AAF3 COOPERATIEVE RABOBAN      
22550L2K6 CREDIT SUISSE NEW YO      
24422EWR6 JOHN DEERE CAPITAL C AT COST 55,217 56,053
251526CS6 DEUTSCHE BANK NY 6.7 AT COST 50,995 52,347
25278X109 DIAMONDBACK ENERGY I AT COST 33,469 35,328
254687106 WALT DISNEY CO/THE AT COST 58,610 58,933
254687FX9 WALT DISNEY COMPANY/ AT COST 52,621 56,123
26884L109 E Q T CORP AT COST 30,330 48,240
320517105 FIRST HORIZON NATL C AT COST 22,059 34,894
36828A101 GE VERNOVA LLC AT COST 7,553 28,104
37045V100 GENERAL MOTORS CO      
375558103 GILEAD SCIENCES INC AT COST 51,900 62,966
38141G104 GOLDMAN SACHS GROUP AT COST 47,623 101,085
38141GWZ3 GOLDMAN SACHS GROUP AT COST 52,845 55,114
404280DZ9 HSBC HOLDINGS PLC AT COST 55,243 55,578
437076CB6 HOME DEPOT INC 2.7% AT COST 53,701 56,733
443201108 HOWMET AEROSPACE INC AT COST 23,268 72,372
443510607 HUBBELL INC COM AT COST 71,953 84,381
45687V106 INGERSOLL RAND INC      
458140CG3 INTEL CORP AT COST 55,615 56,038
460146103 INTERNATIONAL PAPER AT COST 33,700 28,361
464287804 ISHARES CORE S&P SMA AT COST 118,646 128,593
46647PDH6 JPMORGAN CHASE & CO AT COST 53,758 56,029
482480AL4 K L A CORP AT COST 54,524 55,801
49177J102 KENVUE INC      
502431109 L3HARRIS TECHNOLOGIE AT COST 54,154 73,393
504922105 LABCORP HOLDINGS INC      
53944YAX1 LLOYDS BANKING GROUP AT COST 56,601 57,904
550021109 LULULEMON ATHLETICA      
59156R108 METLIFE INC      
606822DF8 MITSUBISHI UFJ FIN G AT COST 56,053 57,158
60937P106 MONGODB INC      
61747YFA8 MORGAN STANLEY AT COST 55,183 56,146
64122Q705 NEUBERGER BERMAN INT AT COST 180,000 222,342
681919106 OMNICOM GROUP INC AT COST 48,406 41,183
68389XBU8 ORACLE CORP AT COST 51,652 53,909
693475AW5 PNC FINANCIAL SERVIC AT COST 55,920 59,012
716973AE2 PFIZER INVESTMENT EN AT COST 54,196 55,583
718172109 PHILIP MORRIS INTERN      
718546104 PHILLIPS 66 AT COST 33,482 27,486
722304102 PINDUODUO INC-ADR      
776696106 ROPER TECHNOLOGIES I      
780082AD5 ROYAL BANK OF CANADA      
78009PEH0 ROYAL BANK OF SCOTLA AT COST 54,075 56,216
86562MAF7 SUMITOMO MITSUI FINL      
87612EBP0 TARGET CORP AT COST 53,766 55,543
88579Y101 3M CO      
89115A2S0 TORONTO-DOMINION BAN      
89788MAN2 TRUIST FINANCIAL COR      
902973304 US BANCORP DEL      
91159HJG6 US BANCORP AT COST 59,962 60,451
92343VEU4 VERIZON COMMUNICATIO AT COST 57,143 59,543
95000U2D4 WELLS FARGO & CO      
98978V103 ZOETIS INC      
G0403H108 AON PLC/IRELAND A AT COST 34,410 37,758
G51502105 JOHNSON CTLS INTL PL      
G5960L103 MEDTRONIC PLC AT COST 78,408 88,375
H01301128 ALCON INC AT COST 45,717 40,193
V7780T103 ROYAL CARIBBEAN CRUI      
00287YDS5 ABBVIE INC AT COST 54,881 56,349
05464C101 AXON ENTERPRISE INC AT COST 36,369 35,212
05613H308 B N Y MLN ENHNC DVD AT COST 204,980 192,130
06418GAN7 BANK OF NOVA SCOTIA/ AT COST 53,050 55,606
08265T208 BENTLEY SYSTEMS INC AT COST 30,582 25,189
11135F101 BROADCOM INC AT COST 102,521 136,017
126408103 C S X CORP AT COST 35,377 40,238
14040H105 CAPITAL ONE FINANCIA AT COST 29,922 40,474
14040HDM4 CAPITAL ONE FINANCIA AT COST 54,844 54,919
147528103 CASEYS GENERAL STORE AT COST 31,359 30,952
20030NEJ6 COMCAST CORP AT COST 57,147 56,682
200340107 COMERICA INC AT COST 29,169 37,380
231021106 CUMMINS ENGINE INC AT COST 23,927 28,585
247361702 DELTA AIR LINES INC AT COST 27,132 31,230
25659T107 DOLBY LABORATORIES I AT COST 36,141 29,541
260003108 DOVER CORPORATION AT COST 36,396 40,610
291011104 EMERSON ELECTRIC COM AT COST 41,039 40,480
30231G102 EXXON MOBIL CORP AT COST 68,487 71,963
30303M102 META PLATFORMS INC AT COST 123,839 116,836
345370860 FORD MOTOR CO DEL AT COST 25,305 30,570
444859102 HUMANA INC AT COST 58,952 56,349
45168D104 IDEXX LABS INC AT COST 20,821 27,061
464287499 ISHARES TR RUSSELL M AT COST 956,138 962,700
46432F842 ISHARES CORE MSCI EA AT COST 219,448 223,650
478160104 JOHNSON & JOHNSON AT COST 91,356 115,478
518439104 ESTEE LAUDER COMPANI AT COST 58,350 65,974
57636Q104 MASTERCARD INC AT COST 35,489 36,536
680223104 OLD REPUBLIC INTERNA AT COST 41,227 41,532
717081103 PFIZER INC AT COST 33,414 31,623
76720AAS5 RIO TINTO FINANCE US AT COST 56,428 56,504
78017DAC2 ROYAL BK CDA AT COST 55,361 56,623
808513105 SCHWAB CHARLES CORP AT COST 21,402 28,974
81762P102 SERVICENOW INC AT COST 53,130 40,595
82509L107 SHOPIFY INC-A W/I AT COST 18,552 28,975
86562MDN7 SUMITOMO MITSUI FINL AT COST 56,188 57,561
871607107 SYNOPSYS INC AT COST 57,414 65,291
882508104 TEXAS INSTRUMENTS IN AT COST 29,264 28,279
883556102 THERMO FISHER SCIENT AT COST 88,553 98,507
89115A2E1 TORONTO-DOMINION BAN AT COST 53,208 54,893
89236TLZ6 TOYOTA MOTOR CREDIT AT COST 54,463 57,127
89788MAP7 TRUIST FINL CORP AT COST 57,812 58,526
95000U3P6 WELLS FARGO & COMPAN AT COST 55,387 56,954
L8681T102 SPOTIFY TECHNOLOGY S AT COST 34,770 34,843

TY 2025 OtherDecreasesSchedule
Name:
E REGINALD ADAM AND RHEA H ADAM TRUST
EIN:
13-6192599
Description Amount
CY PURCHASE OF ACCRUED INTEREST 523
COST BASIS ADJUSTMENT 1,329


TY 2025 OtherExpensesSchedule
Name:
E REGINALD ADAM AND RHEA H ADAM TRUST
EIN:
13-6192599
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 3 3   0


TY 2025 OtherIncreasesSchedule
Name:
E REGINALD ADAM AND RHEA H ADAM TRUST
EIN:
13-6192599
Description Amount
MUTUAL FUND TIMING ADJ 138
PY PURCHASE OF ACCRUED INTEREST 1,110


TY 2025 TaxesSchedule
Name:
E REGINALD ADAM AND RHEA H ADAM TRUST
EIN:
13-6192599
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,284 4,284   0
FEDERAL TAX PAYMENT - PRIOR YE 2,440 0   0
FEDERAL ESTIMATES - PRINCIPAL 12,796 0   0
FOREIGN TAXES ON NONQUALIFIED 520 520   0