| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2,125 | 0 | 2,125 |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 763,097 | 495,720 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 3,954,408 | 6,038,810 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| Royalty payment trust | 544,271 | 544,271 | 544,271 |
| Description | Amount |
|---|---|
| UNREALIZED APPRECIATION | 435,220 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Exponent Philanthropy Membership | 830 | 0 | 830 | |
| Supplies & Equipment | 1,449 | 0 | 1,449 | |
| Bank Fees | 2 | 2 | 0 | |
| Miscellaneous | 173 | 0 | 173 | |
| Indiana Secretary of State | 20 | 0 | 20 | |
| Environmental Grantmakers Association Dues | 4,225 | 0 | 4,225 | |
| Swift River Consulting | 2,160 | 0 | 2,160 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Kenvue Brands LLC | 98,270 | 98,270 | 98,270 |
| Name | Address |
|---|---|
| TERRY MARBACH |
9112 W Tulip Drive Columbus,IN47201 |
| CONSTANCE MARBACH |
9704 W Tulip Drive Columbus,IN47201 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES | 2,731 | 2,731 | 0 |