| Identifier | Return Reference | Explanation |
|---|---|---|
| DBA | Doing Business As Names | The Zuvich Family Foundation |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| E*Trade Securities | 611,672 | 611,672 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Consulting Expense | 7,535 | 0 | 0 | 0 |
| Misc expenses including brokerage banking and accounting fees | 1,785 | 0 | 0 | 0 |
| Description | Amount |
|---|---|
| Net Unrealized Gains | 117,507 |