| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Janz & Knight, P.L.C. | 4,205 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Apple, Inc. | 693,026 | 1,107,816 |
| Home Depot, Inc. | 89,435 | 118,426 |
| Alphabet, Inc. Cl A | 24,746 | 37,990 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| 1/100 Berkshire Htwy Cl A | AT COST | 304,914 | 680,920 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| IRS Excise Tax - 2023 | 1,871 | 0 | 0 | |
| IRS Excise Tax - 2024 Estimate | 2,600 | 0 | 0 |