| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PLOTNIK, FEINBERG & ASSOC. | 2,100 | 2,100 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD LARGE CAP INDEX FUND | 2023-01 | PURCHASE | 2024-11 | 4,902 | 2,004 | 2,898 | ||||
| VANGUARD LARGE CAP INDEX FUND | 2023-01 | PURCHASE | 2024-11 | 98 | 40 | 58 | ||||
| VANGUARD SMALL CAP INDEX FUND | 2023-01 | PURCHASE | 2024-11 | 10,242 | 5,265 | 4,977 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| FIDELITY ACCOUNT | 660,490 | 1,265,589 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| MEETINGS | 149 | 149 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT TAXES/LICENSES | 25 | 25 |