| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Tax return services | 153 | 0 | 0 | 153 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| AAPL 4340 to 4600 sh. | 1,250,556 | 1,250,556 |
| AN 360 sh. | 74,333 | 74,333 |
| BA 400 to 500 sh. | 108,560 | 108,560 |
| GLW 1250 sh. | 109,450 | 109,450 |
| HD 200 sh. | 68,820 | 68,820 |
| GILD 500 sh. | 61,370 | 61,370 |
| CVS 800 sh. | 63,488 | 63,488 |
| BRK B 0 to 145 sh. | 72,884 | 72,884 |
| KR 900 sh. | 56,232 | 56,232 |
| MMM 100 sh. | 16,010 | 16,010 |
| NKE 800 sh. | 50,968 | 50,968 |
| WBD 1725 sh. | 49,715 | 49,715 |
| VTV 1500 sh. | 286,485 | 286,485 |
| T 3000 sh | 74,520 | 74,520 |
| SOXX 900 sh. | 271,035 | 271,035 |
| SOLV 25 sh. | 1,981 | 1,981 |
| SDY 600 to 730 sh. | 101,587 | 101,587 |
| CRM 1570 sh. | 415,909 | 415,909 |
| WAB 0 to 5 sh. | 1,067 | 1,067 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Registered agent fee | 95 | 0 | 0 | 95 |
| Washington state filing fees | 85 | 0 | 0 | 85 |
| Description | Amount |
|---|---|
| Unrealized investment gains | 169,889 |
| Name | Address |
|---|---|
| Peter Coffee |
5110 NE 25th St Renton,WA980593781 |
| Carolyn Major |
5110 NE 25th St Renton,WA950593781 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Excise tax on investment income - IRS 2 April 2025 | 969 | 969 | 0 | 969 |