| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX RETURN PREPARATION | 2,635 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE STOCKS | 458,931 | 719,676 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BOOKKEEPING SOFTWARE | 1,472 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BANK/INVESTMENT ADVISOR FEES | 8,721 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | 327 | 0 | 0 | |
| 2024 FORM 990-PF TAX PAYMENT | 748 | 0 | 0 | |
| 2025 FORM 990-PF ESTIMATED TAX PAYMENT(S) | 760 | 0 | 0 |