2024-11-12T15:01:24-06:00 2023-12-31 361561860 THE NORTHERN TRUST COMPANY PO BOX 803878 CHICAGO IL 60680 990PF 2023-01-01 263373791 ADAMS LEGACY FOUNDATION A DELAWARE NONPROFIT ADAM 5624310011 PO BOX 803878 CHICAGO IL 60680 ADAMS LEGACY FOUNDATION TRUSTEE 5624310011 2024-10-29 true true 3126306000 2024-10-29 2023 2024-10-15 13:58:12Z X 16486077 1340125 502076 501260 390848 4632726 390848 0 -2584 2230465 892108 75000 75000 18199 0 0 18199 7340 0 0 7340 304 0 0 304 3000 1500 0 1500 74430 74430 0 0 11706 9706 0 0 0 12257 0 0 12257 0 0 12289 12289 214525 85636 0 126889 903500 903500 1118025 85636 0 1030389 1112440 806472 0 477986 670994 670994 0 0 0 8173198 6902694 7818857 6028765 7985713 7666180 371072 391643 330046 15051021 15951044 16486077 15036 13500 15036 13500 X 15035985 15937544 15035985 15937544 15051021 15951044 15035985 1112440 0 16148425 210881 15937544 76. AFLAC INC 2021-06-10 2023-01-06 5594 4300 1294 1294 32. AFLAC INC 2021-06-10 2023-07-24 2327 1811 516 516 6. 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ILLINOIS TOOL WORKS INC COM 2021-06-10 2023-07-24 6658 6054 604 604 810. INTEL CORP 2021-09-16 2023-01-06 23155 46239 -23084 -23084 331. INTL BUSINESS MACHINES CORP 2021-06-10 2023-01-06 47622 47019 603 603 157. INTERPUBLIC GROUP COS INC 2021-06-10 2023-01-06 5612 5302 310 310 104. INTERPUBLIC GROUP COS INC 2022-04-12 2023-07-24 3325 3517 -192 -192 531. INTERPUBLIC GROUP COS INC 2022-09-09 2023-09-14 16589 17568 -979 -979 24. INTUIT 2023-05-17 2023-07-24 11779 10109 1670 1670 3151. MFC ISHARES INC ESG AWARE MSCI EM ETF 2021-05-27 2023-04-17 99842 140355 -40513 -40513 6366. MFC ISHARES INC ESG AWARE MSCI EM ETF 2021-05-27 2023-07-21 205286 283561 -78275 -78275 321. J P MORGAN CHASE & CO 2022-04-12 2023-01-06 44238 50382 -6144 -6144 324. J P MORGAN CHASE & CO 2021-09-16 2023-01-06 44652 51418 -6766 -6766 74. J P MORGAN CHASE & CO 2022-04-12 2023-07-24 11609 9840 1769 1769 24. JOHNSON & JOHNSON 2021-06-10 2023-01-06 4328 4012 316 316 57. 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TRANE TECHNOLOGIES PLC COM USD1 2021-06-10 2023-07-24 4504 4241 263 263 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 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DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 CAPITAL GAIN DIVIDENDS P 1227 390848 11210 0 11210 0 11210 12183 0 1000 13183 0 1973 1973 0 false false false false false false false true true DE CA true false false false false true WWW.ADAMSLEGACYFOUNDATION.ORG BLAIR CARTY 5624310011 PO BOX 803878 CHICAGO IL 60680 false false false false true false false false false false false false false false false false false false false false false false PETER D ADAMS PO BOX 803878 CHICAGO IL 60680 PRESIDENT 10 0 REBECCA B ADAMS PO BOX 803878 CHICAGO IL 60680 VICE PRESIDENT 10 0 BLAIR CARTY PO BOX 803878 CHICAGO IL 60680 TREASURER/EXECUTIVE DIRECTOR/CHAIRMAN OF BOARD 40 75000 MARLEE SNOWDON PO BOX 803878 CHICAGO IL 60680 SECRETARY 5 0 NONE 0 NONE 0 15210568 0 0 15210568 0 0 15210568 228159 14982409 749120 749120 11210 11210 737910 0 737910 0 737910 1030389 0 0 0 0 1030389 737910 0 0 0 80806 55878 0 0 136684 1030389 0 0 0 737910 292479 0 0 429163 0 0 0 0 0 0 0 429163 80806 55878 0 0 292479 PETER REBECCA ADAMS BLAIR CARTY 5300 E VISTA STREET LONG BEACH CA 90803 5624310011 LETTER OF INQUIRY ON WEBSITE SEPTEMBER 15 LIMITED TO LA & SB COUNTIES 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43209 NONE PUBLIC MOVE TO PROSPER 1500 NATURE FOR ALL 201 W GARVEY AVE MONTEREY PARK CA 91754 NONE PUBLIC GENERAL 20000 THE BUCKEYE CLINIC IN SOUTH SUDAN PO BOX 21794 COLUMBUS OH 43220 NONE PUBLIC GENERAL 5000 RESOURCE LEGACY FUND 400 CAPITOL MALL SACRAMENTO CA 95814 NONE PUBLIC GENERAL 25000 THE CA CONFERENCE FOR EQUITY & JUSTICE 3605 LONG BEACH BLVD LONG BEACH CA 90807 NONE PUBLIC HUMAN RELATION CAMP 5000 ACTIVE TRANSPORTATION ALLIANCE 35 E WACKER DR CHICAGO IL 60601 NONE PUBLIC GENERAL 2000 HAWAII COMMUNITY FDN 827 FORT STREET MALL HONOLULU HI 96813 NONE PUBLIC MAUI STRONG FUND 5000 903500 14 502076 18 390848 DEFERRED INCOME 14 -2584 890340 890340 false false false false false false false false false false X X 1 PETER AND REBECCA ADAMS PO BOX 803878 CHICAGO IL 60680 1340125 X X 1 NVIDIA CORP COM 525 SHARES MFO AMERN BALANCED 43,659.36 SHARES 1340125 2023-06-22 TAX PREPARATION 3000 1500 1500 SEE ATTACHED SCHEDULE 7985713 7666180 SEE ATTACHED SCHEDULE 6902694 7818857 SEE ATTACHED SCHEDULE AT COST 391643 330046 LEGAL FEES 304 304 COST ADJUSTMENT 210881 MISC PAYROLL FEE 428 0 428 PAYROLL PROCESSING FEE 856 0 856 MISC EXPENSES 11005 0 11005 DEFERRED INCOME -2584 0 INVESTMENT ADVISORY FEES 74430 74430 PETER AND REBECCA ADAMS PO BOX 803878 CHICAGO IL 60680 FOREIGN TAXES 9706 9706 0 EXCISE TAXES 2000 0 0