| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 4,800 | 4,800 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| INVESTMENT IN EQUITIES | 300,642 | 356,090 |
| INVESTMENT IN MUTUAL FUNDS | 1,657,342 | 2,261,101 |
| Description | Amount |
|---|---|
| OTHER INCREASES | 529 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| CREDIT CARD PAYABLE | 23,760 | 1,758 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | 12,049 | 12,049 | 0 | |
| OTHER FEES | 21 | 21 | 0 |
| Name | Address |
|---|---|
| SCG CHARITABLE LEAD TR CU IRWIN GED |
250 S ISLAND GOLDEN BEACH,FL33160 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES PAID | 295 | 295 | 0 | |
| EXCISE TAX PAID | 412 | 412 | 0 |