| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MARCUM LLP- TAX PREPARATION | 3,750 | 1,875 | 1,875 | |
| NKM FINANCIAL- BOOKKEEPING | 243 | 122 | 121 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| EQUITIES | 0 | 0 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MISCELLANEOUS FEES | 19 | 19 | 0 | |
| BANK SERVICE CHARGES | 70 | 70 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| MISCELLANEOUS INCOME | 734 | 734 | 734 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| CUSTODIAL FEES | 168 | 168 | 0 |
| Name | Address |
|---|---|
| ROBERT KAREN HALE JR |
8 OLMSTEAD DRIVE HINGHAM,MA02043 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MA FILING FEE | 250 | 0 | 250 |