| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PLOTNIK, FEINBERG & ASSOC. | 1,400 | 1,400 |
| Person Name | Explanation |
|---|---|
| LEORA BAR-LEVAV | |
| PAMELA TORRACO | |
| DORON BAR-LEVAV | |
| ILANA BAR-LEVAV |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| 2593SH AMERICAN CENTURY ULTRA FUND | 2000-03 | PURCHASE | 2012-12 | 70,025 | 147,309 | -77,284 | ||||
| 902SH T ROWE PRICE SCIENCE/TECHNLGY | 2000-03 | PURCHASE | 2012-08 | 23,500 | 30,903 | -7,403 | ||||
| 578SH T ROWE PRICE SCIENCE/TECHNLGY | 2000-03 | PURCHASE | 2012-12 | 15,000 | 19,818 | -4,818 |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| VALUE LINE AGGRESSIVE INCOME TRUST | 258,189 | 236,108 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ALGER GROWTH-CLASS B | 67,215 | 79,556 |
| AMERICAN CENTURY ULTRA | 543,527 | 413,501 |
| BRANDYWINE BLUE FUND, INC. | 81,501 | 55,163 |
| BRIDGEWAY FUND, INC. | 92,284 | 81,314 |
| JANUS TWENTY FUND | 216,309 | 191,471 |
| RS VALUE & GROWTH FUND | 285,664 | 219,008 |
| SELECTED AMERICAN SHARES | 47,257 | 66,842 |
| T ROWE PRICE EQUITY INCOME | 262,634 | 282,395 |
| T ROWE PRICE INDEX 500 | 232,578 | 234,339 |
| T ROWE PRICE SCIENCE & TECH. | 247,514 | 118,518 |
| VANGUARD EUROPEAN STOCK | 165,383 | 82,694 |
| VANGUARD GROWTH INDEX FUND | 483,027 | 466,253 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| OFFICE & MISC. | 25 | 25 |
| Name | Address |
|---|---|
| DORON BAR-LEVAV |
1600 HUNTERBROOK RD YORKTOWN HGTS,NY10598 |
| ILANA BAR-LEVAV |
11111 BUCKWOOD LANE BETHESDA,MD20852 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| STATE OF MICHIGAN ANNUAL FILING | 20 | 20 | ||
| FOREIGN DIVIDEND TAXES PAID | 261 | 261 | ||
| FEDERAL EXCISE TAX-990PF | 400 | 400 |