| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PERELSON WEINER | 9,100 | 4,550 | 4,550 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| DISTRIBUTION OF PROPERTY | FORM 990-PF, PART III, LINE 3: | DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:DESCRIPTION OF PROPERTY:4,600 SHARES OF BERKSHIRE HATHAWAY INC SL B NEWDONATED TO SCRIPPS COLLEGE ON SEPTEMBER 1, 2020BOOK VALUE $ 655,316FAIR MARKET VALUE $1,000,000METHOD OF DETERMINING BOOK VALUE - ORIGINAL COST OF SHARES PURCHASEDMETHOD OF DETERMINING FAIR MARKET VALUE - MEAN OF HIGH AND LOW SELLING PRICE ON DATE OF TRANSFERPUBLICALY TRADED SECURITIESDIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF SECURITIES GIFTED $344,684 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| VANGUARD BROKERAGE-11,417 SH 500 INDEX FUND | 2,253,300 | 3,956,700 |
| VANGUARD BROKERAGE-14,343 BERKSHIRE HATHAWAY | 2,043,304 | 3,325,711 |
| VANGUARD BROKERAGE-64,003 SH TOTAL STOCK MKT FUND | 3,363,011 | 6,063,656 |
| VANGUARD FED MMF | 736,841 | 736,841 |
| Description | Amount |
|---|---|
| VARIOUS CHARITIES-SEE ATTACHED STATEMENT | 344,684 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BLUE FLAG PLANNING | 750 | 750 | 0 |