| Identifier | Return Reference | Explanation |
|---|---|---|
| PART VI-B, LINE 1A(4) AND 1B | WILLIAM KAMBAS AND JOHN A. FARNSWORTH ARE TRUSTEES OF THE FOUNDATION. WILLIAM IS A PARTNER AND JOHN IS SPECIAL COUNSEL IN THE FIRM OF WITHERS BERMGAN LLP. MICHAEL BUSCH, NICOLAI VON CUBE, AND STEPHAN MANGOLD ARE TRUSTEES OF THE FOUNDATION AND ARE PARTNERS IN THE FIRM OF HEUER BUSCH & PARTNER. THE FIRMS ACT AS COUNSEL FOR THE FOUNDATION AND RECEIVE COMPENSATION FOR LEGAL FEES RENDERED TO THE FOUNDATION. AS PARTNERS/COUNSEL, THE LISTED TRUSTEES ARE INDIRECTLY COMPENSATED ON THIS INCOME. THE LEGAL SERVICES PERFORMED ARE REASONABLE AND NECESSARY FOR THE CARRYING OUT OF THE FOUNDATION'S EXEMPT PURPOSES AND THE AMOUNT PAID BY THE FOUNDATION FOR SUCH SERVICES IS NOT EXCESSIVE. ACCORDINGLY, TREAS.REG.53.4941(D)-3(C)(1). SEE ALSO TREAS.REG.SECTION 53.4941(D)-3(C)(2), EXAMPLE 1. |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| WITHERS BERGMAN LLP | 19,382 | 9,691 | 9,691 | |
| HEUER BUSCH & PARTNER | 8,865 | 4,432 | 4,433 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BANK FEES | 390 | 195 | 195 | |
| OFFICE EXPENSE | 178 | 89 | 89 |