| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Annual financial/tax prep | 4,280 | 0 | 4,280 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| Footnote to Part VIII - List of officers, etc. | FORM 990-PF, Part VIII | Footnote to Part VIII - List of officers, etc.Other than Dr. Stagno and Mary Laura Stagno, no one devotes significant time on a weekly basis, to their position.Mr. Trafford, Mr. Johnson, and Dr. Stagno are also members of the executive committee. |
| Footnote to Part XV(3) | FORM 990 Part XV(3) | Footnote to Part XV(3) - Grants and Contributions paidPurpose of Grant or Contribution:Continued support for the Dept of Pediatrics including the following programs: Fellowship in Infectious Diseases, Hanta Virus Project, Subspecialty Training at UAB, Visiting Professors from UAB, Genetic Program, Neonatal Resuscitation Course, and Rotation of Pediatric Residents. |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Fidelity xxx801 | 640,346 | 640,346 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Fidelity xxx801 | 1,458,003 | 1,458,003 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| Prepaid excise taxes | 971 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Investment fees | 9,772 | 9,772 | 0 | |
| Bank fees | 60 | 0 | 60 |
| Description | Amount |
|---|---|
| Unrealized gain on investments | 151,214 |
| Adjustment | 2,304 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| US excise tax on investment income | 3,764 | 0 | 0 |