| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| NELSON SHAPIRO, CPA | 2,061 | 0 | 0 | 0 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION | FMV | 1,078,519 | 1,524,779 |
| VANGUARD HIGH YIELD CORP (ADM) | FMV | 1,388,687 | 1,419,182 |
| VANGUARD INDEX 500 | FMV | 961,662 | 1,565,421 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| AUTOMOBILE | 0 | 87,362 | 77,331 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| NEW YORK STATE CHARITIES BUREAU | 250 | 0 | 0 | 0 |
| NEW YORK LAW JOURNAL-ADVERTISING | 140 | 0 | 0 | 0 |
| INSURANCE AND MISCELLANEOUS | 3,409 | 0 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INTERNAL REVENUE SERVICE-FEDERAL EXCISE TAX | 9,659 | 0 | 0 | 0 |