| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Vanguard funds | 2,933,048 | 6,772,490 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Spencer Fane Legal Fees | 16,516 | 0 | 0 | 16,516 |
| Description | Amount |
|---|---|
| Appreciation on Contributed Mutual funds to adjust to book value | 808,274 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Postage | 102 | 0 | 0 | 0 |
| Bank charges | 166 | 0 | 0 | 0 |
| Name | Address |
|---|---|
| Jay David Nibbe |
41238 N 109th Place Scottsdale,AZ85262 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Foreign Withholding Tax | 486 | 486 | 0 | 0 |
| Federal estimate for 2024 | 2,500 | 0 | 0 | 0 |
| Federal Taxes for 2023 | 1,148 | 0 | 0 | 0 |