| Person Name | Explanation |
|---|---|
| Mark Kosanke | Founding Member |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 1500 shares of 104 Sales Group | 185,000 | 185,000 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| CIS Note Receivable | FMV | 681,248 | 681,248 |
| Empire Centerpoint Investment | FMV | 200,000 | 200,000 |
| CS Managed Account | FMV | 313 | 313 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2024 Investment Tax | 505 | |||
| 2025 Federal Tax Estimate | 600 |