| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL FEES - NUTTER | 5,364 | 4,023 | 0 | 1,341 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| MUTUAL FUNDS | 429,441 | 500,240 | 500,240 |
| EXCHANGE TRADED & CLOSED END FUNDS | 1,395,625 | 1,476,052 | |
| STOCKS | 396,359 | 439,129 |
| Description | Amount |
|---|---|
| 2020 DIVIDEND REC'D IN 2021 | 530 |
| 2019 DIVIDEND REC'D IN 2020 | 320 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MORGAN STANLEY FEES | 8,717 | 8,717 | 0 | 0 |
| Description | Amount |
|---|---|
| 2020 FOREIGN TAX PAID IN 2021 | 9 |
| RETURN OF UNSPENT GRANT PAID OUT | 1,338 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| WEBSITE COUNSEL - TECH COLLECTIVE | 93 | 70 | 0 | 23 |
| FELLOWSHIP PROMOTION - PROFELLOW LLC | 1,700 | 1,275 | 0 | 425 |
| PROFESSIONAL RESEARCH - GIVING EVIDENCE | 28,334 | 21,251 | 0 | 7,083 |
| MEMBERSHIP FEE - COUNCIL ON FOUNDATIONS | 1,000 | 750 | 0 | 250 |
| CONSULTING - HURWIT & ASSOCIATES | 4,528 | 3,396 | 0 | 1,132 |
| Name | Address |
|---|---|
| CARMEN LEE |
10 BOWDOIN STREET APT 506 BOSTON,MA02114 |
| LEE FUNG KUNG WAH |
10/F UNITED CENTRE 95 QUEENSWAY HK |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | 234 | 234 | 0 | 0 |