| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PERELSON WEINER | 14,750 | 7,375 | 7,375 |
| 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:767 SHARES OF BERKSHIRE HATHAWAY INC CL B NEWDONATED TO SCRIPPS COLLEGE ON MAY 4, 2023BOOK VALUE $109,267FAIR MARKET VALUE $246,744767 SHARES OF BERKSHIRE HATHAWAY INC CL B NEWDONATED TO COMMON POWER FUTURE ON MAY 8, 2023BOOK VALUE $109,267FAIR MARKET VALUE $251,760METHOD OF DETERMINING BOOK VALUE - ORIGINAL COST OF SHARES PURCHASEDMETHOD OF DETERMINING FAIR MARKET VALUE - MEAN OF HIGH AND LOW SELLING PRICE ON DATE OF TRANSFERPUBLICALLY TRADED SECURITIESDIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF SECURITIES GIFTED $ 279,970 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| VANGUARD FED MMF | 1,165,199 | 1,165,199 |
| VANGUARD BROKERAGE-11,711 SH 500 INDEX FUND | 2,365,380 | 5,152,920 |
| VANGUARD BROKERAGE-65,576 SH TOTAL STOCK MKT FUND | 3,524,914 | 7,573,380 |
| VANGUARD BROKERAGE-4,924 BERKSHIRE HATHAWAY | 701,473 | 1,756,194 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| STATE OF WASHINGTON ANNUAL FEE | 25 | 0 | 25 |
| Description | Amount |
|---|---|
| DIFFERENCE IN FMV AND BOOK VALUE OF STOCK GIFTED-STATEMENT 8 | 279,970 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BLUE FLAG PLANNING | 938 | 938 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| IRS EXCISE TAX | 3,000 | 0 | 0 |