| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT ACCOUNTING FEES | 1,660 | 1,660 |
| Person Name | Explanation |
|---|---|
| LAXMAIAH MANCHIKANTI MD | |
| MURALI MANCHIKANTI | |
| RAM MANCHIKANTI |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| CASH VALUE OF LIFE INSURANCE | FMV | 93,272 | 93,272 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| FIDELITY BALANCED FUND | 62,952 | 4,675 | 5,086 |
| OAKMARK EQUITY AND INCOME FUND | 71,804 | 24,959 | 35,047 |
| CASH ACCOUNT - SHAREHOLDER SERVICE | 7,338 | 39,540 | 39,540 |
| DODGE & COX INCOME FUND | 25,652 | 25,943 | |
| VANGUARD DIVIDEND GROWTH FUND | 20,258 | 22,270 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | 856 | 856 | ||
| KEYMAN LIFE INSURANCE | 2,246 | |||
| ADMINISTRATION FEES | 7,000 | 7,000 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT ADVISOR FEES | 862 | 862 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT INCOME TAX | 90 | 90 |