2024-10-28T09:02:50-04:00 2023-12-31 251644159 BROWN PLUS 210 GRANDVIEW AVE CAMP HILL PA 170111706 990PF 2023-01-01 251665127 JAMES K ADAMS & ARLENE L ADAMS FOUNDATION JAME 7176099130 PO BOX 106 BOILING SPRINGS PA 17007 KENNETH J PURCELL TRUSTEE 7176099130 2024-10-21 true true JOSEPH T CAWLEY P00033498 7177617171 2024-10-21 2023 2024-10-15 13:58:12Z X 1105219 X X 19203 19203 30455 30455 -40687 385030 561 -1215 825 7756 51044 2175 2175 485 575 575 3235 2750 0 173500 173500 176735 2750 173500 -168979 48294 69146 9028 9028 255564 173858 167875 373344 293993 381111 241987 156878 144416 284784 417383 402224 650 565 565 1225475 1051705 1105219 0 X 1225475 1051705 1225475 1051705 1225475 1051705 1225475 -168979 1056496 4791 1051705 561 671 671 671 565 200 765 X 5 89 89 false false false false false false false true true false false false false false true ADAMS.FOUNDATION KENNETH J PURCELL 7176099130 PO BOX 106 BOILING SPRINGS PA 17007 false false false false false false false false false false false false false false false false false false false false JAMES K ADAMS II 37 CLOUSER ROAD MECHANICSBURG PA 17055 TRUSTEE 1.00 0 0 0 KENNETH J PURCELL PO BOX 106 BOILING SPRINGS PA 17007 TRUSTEE 1.00 0 0 0 NONE NONE N/A 1137798 27315 15960 1181073 1181073 17716 1163357 58168 58168 671 671 57497 57497 57497 173500 173500 57497 52935 21584 46353 62167 108071 291110 173500 57497 116003 407113 0 52935 354178 21584 46353 62167 108071 116003 JAMES K ARLENE L ADAMS FOUNDATION PO BOX 106 BOILING SPRINGS PA 17007 7176099130 APPLICATION AND INSTRUCTIONS ON WEBSITE APRIL 1 PA 501(C)(3)CHARITIES & STUDENTS GRADUATED FROM HIGH SCHOOLS IN EASTERN CUMBERLAND COUNTY AND PERRY COUNTY PA UPMC SHADYSIDE SCHOOL OF NURSING 5900 BAUM BLVD PITTSBURG PA 15206 NONE TO PAY TUITION 2500 HACC 1 HACC DRIVE HARRISBURG PA 17110 NONE TO PAY TUITION. 8000 BLOOMSBURG UNIVERSITY 400 E 2ND ST BLOOMSBURG PA 17815 NONE TO PAY TUITION. 8000 BOB JONES UNIVERSITY 1700 WADE HAMPTON BLVD GREENVILLE SC 29614 NONE TO PAY TUITION. 11000 BUCKNELL UNIVERSITY 1 DENT DR LEWISBURG PA 17837 NONE TO PAY TUITION. 10000 CEDAR CREST COLLEGE 100 COLLEGE DR ALLENTOWN PA 18104 NONE TO PAY TUITION. 10000 EASTERN UNIVERSITY 1300 EAGLE RD SAINT DAVIDS PA 19087 NONE TO PAY TUITION. 5000 GENEVA COLLEGE 3200 COLLEGE AVE BEAVER FALLS PA 15010 NONE TO PAY TUITION. 5000 GEORGETOWN UNIVERSITY 3700 O ST NW WASHINGTON DC 20057 NONE TO PAY TUITION. 5000 LANCASTER BIBLE COLLEGE 901 EDEN RD LANCASTER PA 17601 NONE TO PAY TUITION. 10000 LIBERTY UNIVERSITY 1971 UNVERSITY BLVD LYNCHBURG VA 24515 NONE TO PAY TUITION, 5000 MARANATHA BAPTIST UNIVERSITY 745 W MAIN ST WATERTOWN WI 53094 NONE TO PAY TUITION. 10000 MESSIAH UNIVERSITY 100 UNIVERSITY AVE MECHANICSBURG PA 17055 NONE TO PAY TUITION. 17000 MILLERSVILLE UNIVERSITY 1 SOUTH GEORGE ST LYLE HALL MILLERSVILLE PA 17551 NONE TO PAY TUITION. 8000 PENN STATE UNIVERSITY 201 OLD MAIN UNIVERSITY PARK PA 16802 NONE TO PAY TUITION. 12000 REGENT UNIVERSITY 1000 REGENT UNIVERSITY DR VIRGINIA BEACH VA 23464 NONE TO PAY TUITION. 5000 SAINT VINCENT COLLEGE 300 FRASER PURCHASE RD LATROBE PA 15650 NONE TO PAY TUITION. 5000 SOUTHERN VIRGINIA UNIVERSITY 1 UNIVERSITY HILL DR BUENA VISTA VA 24416 NONE TO PAY TUITION. 10000 UNIVERSITY OF DELAWARE 104 HULLIHEN HALL NEWARK DE 19716 NONE TO PAY TUITION. 8000 UNIVERSITY OF NEVADA LAS VEGAS 4505 S MARYLAND PKWY LAS VEGAS NV 89154 NONE TO PAY TUITION. 8000 UNIVERSITY OF PITTSBURGH 4200 5TH AVE PITTSBURGH PA 15260 NONE TO PAY TUITION. 5000 WEST CHESTER UNIVERSITY 700 S HIGH ST WEST CHESTER PA 19383 NONE TO PAY TUITION. 6000 173500 14 19203 14 30455 18 -40687 MISCELLANEOUS INCOME 1 825 ENERGY TRANSFER LP 18 -2040 7756 7756 false false false false false false false false false false ACCOUNTING FEES 1400 1400 FINANCIAL ADVISORY FEES 775 775 THE FOUNDATION HAS NOT FURNISHED A 990-PF WITH THE ATTORNEY GENERAL OF PA BECAUSE THIS ORGANIZATION HAS NEVER SOLICITED FUNDS IN PENNSYLVANIA OR ANY OTHER STATE. THIS PRIVATE ORGANIZATION RECEIVES ITS FUNDING SOLELY FROM THE ORIGINAL GRANTORS OF THE TRUST CREATING THE FOUNDATION. ENERGY TRANSFER LP PURCHASE 403 -403 ENERGY TRANSFER SECTION 1231 LOSS PURCHASE 4 -4 CHARLES SCHWAB 0880 - STNC PURCHASE 57898 59205 -1307 CHARLES SCHWAB 0220 - LTNC PURCHASE 87754 97108 -9354 CHARLES SCHWAB 0880 -LTNC PURCHASE 238817 268997 -30180 ABBVIE INC SER B NOTE 5568 4671 AMAZON CON INC NOTE CALL 5/12/31 4991 4299 AMGEN INC. CALL 1/2/30 5943 6159 APPLE INC NOTE CALL 5/11/30 BANK AMER CORP MTN CALL 10/21/27 3142 2859 BANK AMER CORP MTN CALL 6/19/26 BK OF AMERICA CORP SER MTN 7/22/27 BP CAP MKTS AMR INC NOTE 2/11/26 CAPITAL ONE FINL CORP NOTE 1/31/28 3221 2837 CIGNA CORP NEW NOTE 3/15/30 CITIGROUP 1/28/27 5017 4579 COMCAST CORP NEW NOTE CALL 2/15/31 3994 3273 COMCAST CORP NEW NOTE CALL 4/1/30 5671 4680 CVS HEALTH CORP NOTE CALL 8/21/27 8975 7990 ENTERPRISE PRODS OPER LLC 2/15/25 4264 3947 FISERV INC NOTE CALL 7/1/29 5263 4701 GOLDMAN SACH DUE 3/9/27 5003 4585 INTEL CORP NOTE 3/25/30 JP MORGAN CHASE BANK NA NOTE 5/1/2 3195 2864 MARSH & MCLENNAN COS INC NOTE 3/15/ 4538 3978 MORGAN STANLEY MTN CALL 1/23/30 6790 5850 ORACLE CORP NOTE 04/01/30 5525 4501 ORACLE CORP NOTE 4/1/25 6327 5809 PIMCO INCOME INSTL 31663 28864 RTX CORP 5132 5244 T MOBILE US IN DUE 4/15/30 4712 4734 TRUIST FINL CORP VAR CALL 10/30/28 5220 5396 VERIZON COMMUNICATIONS INC 9/21/28 5970 4951 VISA INC NOTE CALL 4/15/30 WELLS FARGO 9/9/24 GENERAL MOTORS CO - DUE 10/15/32 4911 5108 BANK OF AMERICA - DUE 7/22/33 4025 3947 L3HARRIS TECHNOLO - DUE 7/31/33 3775 4152 PNC FINL SVCS GRO VAR 4043 4438 400 CVS HEALTH CORPORATION 23706 31584 3,300 ENERGY TRANSFER LP 9834 45540 595 GOLDMAN SACHS 5.5 PFD 2000 SIXTH STREET SPECIALTY LENDNIN 27594 43200 595 WELLS FARGO PFD 1075 BLACKROCK ENHANCED CAP & INM FD 15850 20425 EXCHANGE TRADED FUNDS 114367 141272 CHARLES SCHWAB EQUITY FUNDS 102642 99090 173858 167875 UNIFORM MBS POOL COMBINED AT COST 151606 133966 3167 FS CR REAL ESTATE INCOME TR INC AT COST 79017 79017 CITIGROUP CAP - DUE 10/30/40 AT COST 35763 38244 SCHWAB TREASURY OBLIG MO AT COST 150997 150997 PREPAID TAXES 650 565 565 NON DIVIDEND, OTHER 4791 EXPENSES K-1 PORTFOLIO DEDUCTION 575 575 MISCELLANEOUS INCOME 825 825 ENERGY TRANSFER LP -2040 EXCISE TAXES 485