| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| SHULMAN, JONES & CO-287 BOWMAN AVE., PURCHASE, NY 10577 | 3,975 | 0 | 3,975 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| MARKETABLE SECURITIES | 126,056 | 1,513,277 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OFFICE | 404 | 0 | 404 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| EXCHANGE | 0 | 348 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAX CREDIT | 10,557 | 10,557 | 0 | |
| EXCISE TAX | 462 | 0 | 0 |