| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Accounting & Bookkeeping Co TAX PREP 2023 | 1,310 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Schwab Account | 44,463 | 44,463 |
| ROCKEFELLER CAPITAL MANAGEMENT | 63,040 | 63,040 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Post office Box | 0 | |||
| Other expenses | ||||
| Filing Fee |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Change in Value | 12,432 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ROCKEFELLER CAPITAL MGMT Advisory | 974 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Franchise Tax Board | ||||
| Foreign Tax Paid | 3 |