| 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 | 2024-06 | PURCHASE | 2025-10 | 32,792 | 11,801 | 20,991 | ||||
| VANGUARD LARGE CAP INDEX FUND | 2024-06 | PURCHASE | 2025-10 | 3,093 | 1,113 | 1,980 | ||||
| VANGUARD LARGE CAP INDEX FUND | 2024-06 | PURCHASE | 2025-10 | 114 | 41 | 73 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| FIDELITY ACCOUNT | 647,534 | 1,571,132 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| MEETINGS | 126 | 126 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INDIRECT TAXES/LICENSES | 305 | 305 |