| Identifier | Return Reference | Explanation |
|---|---|---|
| Part XV, Line 2b - Form of Submission of Applications for Grants, Etc. | Written Grant Proposals specifying:Written Grant Proposals specifying:Written Grant Proposals specifying:Written Grant Proposals specifying:Written Grant Proposals specifying:Written Grant Proposals specifying:Written Grant Proposals specifying:Written Grant Proposals specifying:Written Grant Proposals specifying: | |
| Part VII-A, Line 10 - Substantial Contributors |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 10 Amazon.com, Inc. | 17,249 | 32,569 |
| 100 Berkshire Hathaway, Inc. | 18,393 | 23,187 |
| 400 Palantir Technologies, Inc. Cl A | 4,288 | 9,420 |
| 50 Palo Alto Networks, Inc. | 6,979 | 17,770 |
| 50 Salesforce.com, Inc. | 7,100 | 11,127 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| 165.618 Vanguard Dividend Appreciation Index Adm | 5,000 | 6,350 | |
| 161.603 Vanguard Dividend Growth Inv | 5,000 | 5,372 | |
| 59.862 Vanguard tax Managed Capital Appreciation Adm | 10,000 | 11,831 | |
| 62.422 Vanguard Total Stock Market Index Adm | 5,000 | 5,914 | |
| 222.321 Vanguard Global ESG Select Stock Inv | 5,000 | 5,929 | |
| 77 Vanguard Large Cap ETF | 9,983 | 13,532 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Callow & Associates Form 990-PF, Legal | 6,125 | 0 | 0 | 6,125 |
| Description | Amount |
|---|---|
| Net Capital Losses from Sales of Investments | 1,763 |
| Rounding | 1 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Michigan Annual Statement Filng Fee | 20 | 20 | ||
| Bank Fees | 34 | 34 | ||
| Bank Wire Charges | 40 | 40 |