ADAMS LEGACY FOUNDATION A DELAWARE NONPROFIT CORPORATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ADAMS LEGACY FOUNDATION A DELAWARE NONPROFIT CORPORATION (EIN 26-3373791)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202113099349101821
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T16:00:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361561860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263373791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMS LEGACY FOUNDATION A DELAWARE NONPROFIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAM | BusinessNameControlTxt |
| Phone | 5624310011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAMS LEGACY FOUNDATION | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5624310011 | PhoneNum |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,210,852 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,066,933 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $116,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,111,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,523 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $49,766 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,963 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,290,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,096 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,698 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,698 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,080 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,361 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,361 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,774 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $264,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,005,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $464,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $464,065 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,144,129 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,948,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,381,439 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $694,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,335,489 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,956,375 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $134,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $371,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $318,973 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,260,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,090,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,090,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,308,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,209,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,210,852 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,302,633 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,207,113 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,302,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,207,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,308,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,209,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,302,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,005,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,308,456 | SubtotalAmt |
| Other Decreases | $2,101,343 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,207,113 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 11581.43 MFO AQR INTERNATIONAL MOMENTUM STYLE-R6 | 2013-10-16 | 2020-04-27 | $158,087 | $174,301 | -$16,214 | -$16,214 | |
| 3. AT&T INC | 2020-07-16 | 2020-12-16 | $91 | $91 | |||
| 3. APPLE COMPUTER INC | 2020-07-16 | 2020-12-16 | $382 | $289 | $93 | $93 | |
| 1. CATERPILLAR INC | 2020-07-16 | 2020-12-16 | $179 | $139 | $40 | $40 | |
| 8. CITIGROUP INC COM NEW COM NEW | 2020-07-16 | 2020-12-16 | $478 | $412 | $66 | $66 | |
| 2. COCA COLA CO | 2019-02-04 | 2020-12-16 | $106 | $98 | $8 | $8 | |
| 1. COLGATE-PALMOLIVE CO., COMMON STOCK, $1 PAR | 2020-07-16 | 2020-12-16 | $85 | $75 | $10 | $10 | |
| 2903.03 MFO DFA INTL SMALL CO PORTFOLIO FUND | 2018-12-18 | 2020-04-27 | $41,397 | $46,158 | -$4,761 | -$4,761 | |
| 62.28 MFO DFA INTL SMALL CO PORTFOLIO FUND | 2019-12-17 | 2020-04-27 | $888 | $1,163 | -$275 | -$275 | |
| 20059.09 MFO DIMENSIONAL FUND ADVISORS INTERNATIONAL VALUE PORTFOLIO | 2018-12-18 | 2020-04-27 | $251,140 | $350,639 | -$99,499 | -$99,499 | |
| 18083.18 MFO DOUBLELINE CORE FIXED INCOME FUND I | 2014-10-20 | 2020-03-25 | $186,618 | $200,000 | -$13,382 | -$13,382 | |
| 6150. MFC FLEXSHARES TR MORNINGSTAR US MKT FACTOR TILT INDEX FD | 2012-02-06 | 2020-04-27 | $639,509 | $349,566 | $289,943 | $289,943 | |
| 3620. MFC FLEXSHARES TR MORNINGSTAR EMERGING MKTS FACTOR TILT INDEX FD | 2018-01-03 | 2020-04-27 | $148,046 | $191,028 | -$42,982 | -$42,982 | |
| 1801. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2014-09-10 | 2020-04-27 | $45,433 | $65,070 | -$19,637 | -$19,637 | |
| 1526.00047 FLEXSHARES TR GLOBAL QUALITY REAL ESTATEINDEX FD GLOBAL QUA | 2019-08-09 | 2020-05-14 | $70,328 | $96,733 | -$26,405 | -$26,405 | |
| 623.99953 FLEXSHARES TR GLOBAL QUALITY REAL ESTATEINDEX FD GLOBAL QUAL | 2020-04-27 | 2020-05-14 | $28,758 | $39,116 | -$10,358 | -$10,358 | |
| 93. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-08-09 | 2020-04-27 | $4,251 | $4,701 | -$450 | -$450 | |
| 572. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-08-09 | 2020-04-27 | $26,161 | $28,916 | -$2,755 | -$2,755 | |
| 2709. MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TIL | 2019-03-29 | 2020-04-27 | $132,569 | $180,870 | -$48,301 | -$48,301 | |
| 853. MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT | 2019-08-09 | 2020-04-27 | $41,743 | $49,730 | -$7,987 | -$7,987 | |
| 1. HAWAIIAN ELEC INDS INC COM | 2020-07-16 | 2020-12-16 | $37 | $37 | |||
| 9. INTEL CORP | 2020-07-16 | 2020-12-16 | $459 | $531 | -$72 | -$72 | |
| 4. JOHNSON & JOHNSON | 2015-08-25 | 2020-12-16 | $600 | $380 | $220 | $220 | |
| 2. KROGER CO., COMMON STOCK, $1 PAR | 2020-08-04 | 2020-12-16 | $62 | $71 | -$9 | -$9 | |
| 1. MASTERCARD INC CL A | 2020-07-16 | 2020-12-16 | $331 | $300 | $31 | $31 | |
| 1. MERCK & CO INC | 2020-02-27 | 2020-12-16 | $80 | $79 | $1 | $1 | |
| 1. MICROSOFT CORP COM | 2013-01-16 | 2020-12-16 | $219 | $27 | $192 | $192 | |
| 3046.99 MFB NORTHN FDS SMALL CAP VALUE FD | 2018-12-20 | 2020-04-27 | $44,364 | $65,175 | -$20,811 | -$20,811 | |
| 181.34 MFB NORTHN FDS SMALL CAP VALUE FD | 2019-12-19 | 2020-04-27 | $2,640 | $3,741 | -$1,101 | -$1,101 | |
| 12306.94 MFB NORTHERN FUNDS BD INDEX FD | 2020-03-25 | 2020-03-25 | $133,776 | $130,373 | $3,403 | $3,403 | |
| 234.57 MFB NORTHERN ENHANCED LARGE CAP | 2019-12-19 | 2020-02-26 | $4,698 | $4,903 | -$205 | -$205 | |
| 10682.91 MFB NORTHERN ENHANCED LARGE CAP | 2018-12-20 | 2020-02-26 | $213,979 | $165,347 | $48,632 | $48,632 | |
| 39198.61 MFB NORTHN HI YIELD FXD INC FD | 2018-07-31 | 2020-04-27 | $225,000 | $262,631 | -$37,631 | -$37,631 | |
| 2. PFIZER INC | 2020-07-16 | 2020-12-16 | $76 | $67 | $9 | $9 | |
| 2. SOUTHERN CO | 2020-07-16 | 2020-12-16 | $121 | $107 | $14 | $14 | |
| 8. VERIZON COMMUNICATIONS | 2020-07-16 | 2020-12-16 | $478 | $445 | $33 | $33 | |
| 1. VISA INC CLASS A SHARES | 2020-07-16 | 2020-12-16 | $208 | $193 | $15 | $15 | |
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,612 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,859 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,859 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,043 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,043 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,184 | OverpaymentAmt |
| Applied To ES Tax | $3,184 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ADAMSLEGACYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BLAIR CARTY | IndividualWithBooksNm |
| Phone | 5624310011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PETER D ADAMS | ||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | PRESIDENT | 1 | $0 |
| REBECCA B ADAMS | ||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | VICE PRESIDENT | 1 | $0 |
| BLAIR CARTY | ||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | EXECUTIVE DIRECTOR | 10 | $33,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,301,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,301,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,301,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,237,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,859 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,859 | TotalTaxAmt |
| Distributable Before Adj | $209,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $264,883 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $264,883 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $264,883 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,169 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,196 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,381 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,759 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,505 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $264,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,878 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $367,383 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $367,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,169 | ExcessFromYear4Amt |
| Excess From Year3 | $84,196 | ExcessFromYear3Amt |
| Excess From Year2 | $97,381 | ExcessFromYear2Amt |
| Excess From Year1 | $91,759 | ExcessFromYear1Amt |
| Excess From Current Year | $55,878 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER REBECCA ADAMS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLAIR CARTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE WEBSITE | AddressLine1Txt |
| City | Los Alamitos | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5624310011 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF INQUIRY ON WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AREA OF FUNDING: EDUCATION & LAND CONSERVATION, GENERALLY CA & OH | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR SANTA | ||||||||
| BARBARA CITY COLLEGE | 721 CLIFF DR | SANTA BARBARA | CA | 93109 | NONE | PUBLIC CHARITY | GENERAL SCHOLARSHIP FD | $5,000 |
| PLANNED PARENTHOOD | ||||||||
| OF GREATER OH | 444 W EXCHANGE ST | AKRON | OH | 44302 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| ST ALBAN'S EPISCOPAL | ||||||||
| CHURCH | 333 S DREXEL | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | TURKEY TROT | $2,500 |
| WILDLING ART MUSEUM | ||||||||
| 1511 MISSION DR | SOLVANG | CA | 93463 | NONE | PUBLIC CHARITY | PRIMAL FUND | $20,000 | |
| BEXLEY EDUCATION FOUNDATION | ||||||||
| 348 S CASSINGHAM RD | BEXLEY | OH | 43209 | NONE | PUBLIC | GENERAL | $5,000 | |
| PROMISE2KIDS | ||||||||
| 9400 RUFFIN CT | SAN DIEGO | CA | 92123 | NONE | PUBLIC | CAMP CONNECT | $21,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | NONE | PUBLIC | PAREO FARLER; HOMELESS | $20,000 | |
| WILDERNESS YOUTH PROJECT | ||||||||
| 5386 HOLLISTER AVE | SANTA BARBARA | CA | 93109 | NONE | PUBLIC | GENERAL | $5,000 | |
| TWIG BAZAAR INC | ||||||||
| ALSO KNOWN AS CHILDRENS HOSPITAL FDN | 700 CHILDRENS DR | COLUMBUS | OH | 43205 | NONE | PUBLIC | GENERAL | $1,500 |
| DIRECT RELIEF FOUNDATION | ||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC | GENERAL | $5,000 | |
| THE NATURE CORPS | ||||||||
| 3600 RIDGE RD | TEMPLETON | CA | 93465 | NONE | PUBLIC | GENERAL | $20,000 | |
| NATURE TRACK | ||||||||
| 2010 A HARBISON DR | VACAVILLE | CA | 95687 | NONE | PUBLIC | GENERAL | $10,000 | |
| UNITED BOYS & GIRLS CLUB OF GREATER | ||||||||
| SANTA BARBARA | 1528 CHAPALA ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | GENERAL 2500 & 2500 CAMP | $5,000 |
| POMONA COLLEGE | ||||||||
| 550 N COLLEGE AVE | CLAREMONT | CA | 91711 | NONE | PUBLIC | GENERAL | $5,000 | |
| COASTAL WATERSHED COUNCIL | ||||||||
| 107 DAKOTA AVE | SANTA CRUZ | CA | 95060 | NONE | PUBLIC | GENERAL | $10,000 | |
| REINS OF HOPE | ||||||||
| PO BOX 57 | HUTCHINSON | KS | 67504 | NONE | PUBLIC | GENERAL | $10,000 | |
| URBAN SURF 4 KIDS | ||||||||
| 121 ELDER AVE | IMPERIAL BEACH | CA | 91932 | NONE | PUBLIC | GENERAL | $10,000 | |
| COLUMBUS EDUCATION FOUNDATION | ||||||||
| 710 S COLUMBUS AVE | MARSHFIELD | WI | 54449 | NONE | PUBLIC | GENERAL | $10,000 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | ||||||||
| 200 PINE AVE | LONG BEACH | CA | 90802 | NONE | PUBLIC | GENERAL | $15,000 | |
| LONG BEACH RESCUE MISSION | ||||||||
| 1430 PACIFIC AVE | LONG BEACH | CA | 90813 | NONE | PUBLIC | GENERAL | $2,500 | |
| LOBERO THEATER FOUNDATION | ||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PUBLIC | GENERAL | $2,500 | |
| US SAILING FOUNDATION | ||||||||
| 4817 LAKE WASHINGTON BLVD | KIRKLAND | WA | 98033 | NONE | PUBLIC | GENERAL | $2,500 | |
| ST GREGORY'S EPISCOPAL CHURCH | ||||||||
| 6201 E WILLOW ST | LONG BEACH | CA | 90815 | NONE | PUBLIC | GENERAL | $2,500 | |
| 4 PAWS FOR ABILITY | ||||||||
| 207 DAYTON AVE | XENIA | OH | 45385 | NONE | PUBLIC | GENERAL | $5,000 | |
| OUTDOOR AFRO | ||||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | NONE | PUBLIC | GENERAL | $1,000 | |
| DOWNS SYNDROM CONNECTION OF THE BAY AREA | ||||||||
| 101 J TOWN COUNTRY DR | DANVILLE | CA | 94526 | NONE | PUBLIC | GENERAL | $1,000 | |
| GROUNDSWELL FUND | ||||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC | GENERAL | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| DEFERRED INCOME | 14 | -$1,340 |
| MISC DEPOSIT/REFUN | 14 | $143 |
| PRI INTEREST | 14 | $50,963 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $223,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,899 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER AND REBECCA ADAMS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,066,933 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF STOCK PLUS $310.500.80 IN CASH | NoncashPropertyDesc |
| Fair Market Value | $10,756,432 | FairMarketValueAmt |
| Received | 2020-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $1,335,489 | EOYBookValueAmt |
| EOYFMV | $1,956,375 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $9,948,819 | EOYBookValueAmt |
| EOYFMV | $12,381,439 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $371,240 | BookValueAmt |
| EOYFMV | $318,973 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE DUE: WILDLING MUSEUM | Desc |
| BOY Book Value | $1,260,000 | BOYBookValueAmt |
| EOY Book Value | $1,090,000 | EOYBookValueAmt |
| EOYFMV | $1,090,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $548,450 |
| EXCESS FMV OVER COST ON SECURITIES REC'D | $1,552,893 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC PAYROLL FEE | $277 | $0 | $277 |
| PAYROLL PROCESSING FEE | $823 | $0 | $823 |
| MISC FOUNDATION EXPENSES | $14,599 | $0 | $14,599 |
| CA ATTORNEY GENERAL FEE | $75 | $0 | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INTEREST REC'D ON WILDING MUSEUM LOAN | $50,963 | $50,963 |
| MISC DEPOSIT/REFUND | $143 | $0 |
| DEFERRED INCOME | -$1,340 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $15,096 | Amt |
| Net Investment Income | $15,096 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER AND REBECCA ADAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $700 | $0 | $0 |
| FOREIGN TAXES | $3,080 | $3,080 | $0 |
Comments