| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREPARATION FEES | 9,200 | 9,200 |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| VANGUARD - HIGH YIELD CORP. | 294,385 | 218,156 |
| VANGUARD - INFLATION-PROTECT | 272,616 | 242,686 |
| VANGUARD - SMALL CAP STOCK IND | 627,301 | 1,247,389 |
| VANGUARD - TOTAL INTL STK IX | 551,613 | 656,131 |
| VANGUARD - TOTAL BOND MKT IDX | 156,819 | 158,335 |
| VANGUARD - TOTAL STOCK MARKET | 1,763,532 | 3,147,401 |
| Description | Amount |
|---|---|
| CONTRIBUTION ADJ FROM FMV TO COST BASIS | 522,044 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| EXCISE TAX REFUND | 3,186 |
| Name | Address |
|---|---|
| O GRIFFITH SEXTON |
410 COCONUT PALM ROAD VERO BEACH,FL329633709 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INTERNAL REVENUE SERVICE | 8,186 | |||
| FOREIGN TAX | 1,202 | 1,202 |