| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| proffesional | 13,500 | 0 | 0 | 0 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| stocks,bonds, mutual fund | AT COST | 51,496 | 51,496 |
| life insurance | AT COST | 2,413,929 | 2,413,929 |
| investment in partnership | AT COST | 885,541 | 885,541 |
| Description | Amount |
|---|---|
| federal Taxes paid | 21,358 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| fees & misc | 1,421 | 0 | 0 | 0 |
| interest expense via partnerships | 1,809 | 0 | 0 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| rental income via partnership | 13,615 | 13,615 | 13,615 |
| rental income via partnership | 285 | 285 | 285 |
| rental income via partnership | 1,081 | 1,081 | 1,081 |
| rental income via partnership | 16,702 | 16,702 | 16,702 |
| ny life annuity | 470,649 | 470,649 | 470,649 |
| Name | Address |
|---|---|
| see schedule b |
|