| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Tax Return Preparation/Review | 4,150 | 4,150 |
| Description of Property | Date Acquired | Cost or Other Basis | Prior Years' Depreciation | Computation Method | Rate / Life (# of years) |
Current Year's Depreciation Expense | Net Investment Income | Adjusted Net Income | Cost of Goods Sold Not Included |
|---|
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| BROOKFIELD RENEWABLE CORP CL A | 20,101 | 16,439 |
| ISHARES INC ISHARES MSCI EM ES | 234 | 231 |
| VANGUARD ESG INTERNATIONAL STO | 242,194 | 216,353 |
| VANGUARD ESG US STOCK ETF | 334,733 | 347,549 |
| VANGUARD SF REIT ETF | 47,706 | 62,174 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| BROOKFIELD RENEWABLE PARTNERS, | 103,089 | 71,035 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| General Consultations | 1,400 | 1,400 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Administrative Set-Up Fee | 6,500 | 6,500 | ||
| Digital Subscriptions | 435 | 435 | ||
| Foundation Dues & Memberships | 2,780 | 2,780 | ||
| Indemnification Insurance | 423 | 423 | ||
| K-1 Exp BROOKFIELD RENEWABLE P | 631 | 631 | ||
| Payroll Processing Fees | 577 | 577 | ||
| Website Hosting/Support | 313 | 313 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| K-1 Inc/Loss BROOKFIELD RENEWABLE PARTNERS, L.P | 529 | 529 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Philanthropic Consulting Srvcs | 5,666 | 5,666 | ||
| Website Development | 750 | 750 |
| Name | Address |
|---|---|
| Chigier Family Grantor CLAT |
237 Summer Street Manchester,MA01944 |
| Chigier Shelly Dews |
237 Summer Street Manchester,MA01944 |
| Chigier Benjamin |
237 Summer Street Manchester,MA01944 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Foreign Tax Paid | 1,305 | 1,305 |