| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| DAVID BERTELETTI CPA | 775 | 775 |
| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990PF PART VIII LINE 1 | GRANT MAKING ORGANIZATION |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| DRAFTKINGS | 8,200 | 14,880 |
| AMAZON | 10,289 | 21,939 |
| NVIDIA | 11,090 | 33,572 |
| CITI GROUP | 12,506 | 21,117 |
| FORTINET | 6,629 | 9,448 |
| Description | Amount |
|---|---|
| SHORT TERM LOSS | 631 |
| Description | Amount |
|---|---|
| NET CAPITAL GAINS | 3,201 |
| ROUNDING | 4 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| IRS | 89 | |||
| COMMONWEALTH OF MASSACHUSETTS | 35 |