| Identifier | Return Reference | Explanation |
|---|---|---|
| ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIRED | PART VII-B, LINE 1A(4) | LINE 1A(4) ERIC L. JOHNSON - TRUSTEE/MANAGER WAS REIMBURSED FOR OFFICE EXPENSES. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| SCHEDULE ATTACHED | 823,434 | 3,165,424 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| HANSON, BRIDGETT, MARCUS, VLAHOS & RUDY | 9,689 | 0 | 9,689 |
| Description | Amount |
|---|---|
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OFFICE EXPENSE | 100 | 0 | 100 | |
| INSURANCE | 1,125 | 0 | 1,125 | |
| EXPONENT PHILANTHROPY | 1,450 | 0 | 1,450 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| MCKESSON CORP LITIGATION PROCEEDS | 66 | 66 | 66 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT | 13,209 | 13,209 | 0 | |
| BARBARA FRIDAY | 600 | 300 | 300 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FRANCHISE TAX BOARD | 10 | 0 | 10 | |
| ATTORNEY GENERAL | 75 | 0 | 75 | |
| INTERNAL REVENUE SERVICE | 3,737 | 0 | 3,737 |