| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX RETURN PREPARATION | 1,150 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | 2021-10 | PURCHASE | 2025-02 | 25,904 | 23,913 | 262 | 1,729 | |||
| CVS HEALTH CORP | 2019-12 | PURCHASE | 2025-05 | 10,086 | 10,673 | -587 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ALPHABET INC CL C | 12,930 | 31,380 |
| ALTRIA GROUP | 39,488 | 123,969 |
| CVS HEALTH CORPORATION | ||
| EVENTIDE HEALTHCARE FUND | 8,139 | 23,760 |
| PHILIP MORRIS INTL | 3,040 | 112,280 |
| TESLA INC |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| PAY PAL REVENUE IN TRANSIT | 3,330 | 3,330 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXPENSES | ||||
| WIRE TRANSFER FEES | 300 | |||
| MARKETING | 150 | |||
| POSTAGE | 117 | |||
| PAYPAL FEES | 102 |
| Name | Address |
|---|---|
|
JERSEY CHURCH |
13260 MORSE ROAD SW NEW ALBANY,OH43054 |
|
THIRD CHURCH |
500 FOREST AVENUE RICHMOND,VA23229 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| VIRGINIA FILING FEE | 200 | |||
| IRS TAX FOR 2024 | 191 |