| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| electronic filing | 171 | 171 | 171 | 171 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Evergy | 38,849 | 38,849 |
| LPL | 24,919 | 24,919 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| state report fee | 80 | 80 | 80 | 80 |
| bank service charge | 2 | 2 | 2 | 2 |
| Description | Amount |
|---|---|
| appreciation in value of investments | 7,932 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| excise tax | 96 | 96 | 96 | 96 |